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HL1.8: European imperialism and the partition of Africa (1850–1900)

Master IB History HL1.8: European imperialism and the partition of Africa (1850–1900) with notes created by examiners and strictly aligned with the syllabus.

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IB Syllabus Requirements for European imperialism and the partition of Africa (1850–1900)

HL1.8.1

Growth of European activity in Africa

HL

HL1.8.2

Economic causes of partition

HL

HL1.8.3

Strategic causes of partition

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HL1.8.4

National rivalry and humanitarianism

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HL1.8.1

GROWTH OF EUROPEAN ACTIVITY IN AFRICA

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The changing European presence

In 1850, European control was still centred on coastal settlements and a few colonies that had been established for longer. By 1900, European states claimed almost the whole continent. The change had started before the formal partition. Commercial, religious and exploratory activity created routes, local contacts and political footholds.

Decline of Ottoman power

As the Ottoman Empire weakened, opportunities opened up around North Africa and the Red Sea. Ottoman authority was often indirect, with local rulers exercising considerable autonomy. European governments could use regional divisions and Ottoman weakness to their advantage, although Ottoman responses differed from one region to another.

France had occupied Algeria before this period, but its continued expansion there after 1850 showed how intervention could become permanent colonial rule. France imposed a protectorate on Tunisia in 1881, while Britain occupied Egypt in 1882. Italy established itself at Assab and Massawa on the Red Sea coast and proclaimed Eritrea in 1890. These advances weakened Ottoman influence and increased competition over Mediterranean and Red Sea routes.

Traders and commercial networks

European merchants wanted palm oil, groundnuts, ivory, rubber and other commodities. Trading houses set up warehouses and agreements at African ports. Steamships also allowed Europeans to travel farther along navigable rivers. Disputes over trade could then become grounds for diplomatic or military intervention.

Trade did not always lead to annexation. European governments often preferred to exercise influence without taking on the cost of formal administration. Annexation became more likely when rival powers threatened an established commercial position or merchants demanded protection.

Missionaries

Christian missionaries established churches, schools and medical stations, and campaigned against slavery. Missionary societies also sent European audiences reports about African societies and geography. David Livingstone’s journeys in southern and central Africa linked exploration with Christianity, commerce and opposition to the slave trade.

Missionaries did not all support conquest, but their presence could still encourage political intervention. Governments sometimes argued that annexation was needed to protect missions, suppress slave trading or bring order to areas portrayed as unstable.

Explorers

Explorers mapped rivers, lakes and routes that later helped merchants, soldiers and colonial officials. Richard Burton and John Hanning Speke explored East Africa, while Henry Morton Stanley travelled through central Africa and traced the course of the Congo River. Their published accounts increased public and governmental interest in the continent.

Exploration was therefore intellectual as well as political. Geographical knowledge removed some practical barriers to expansion and helped individuals such as Leopold II identify regions where claims could be established.

Creeping colonization

Creeping colonization was the gradual shift from informal involvement to formal political control. A typical sequence began with trade or missionary activity, then moved through treaties, demands for protection and military intervention, before ending in annexation or a protectorate.

Britain’s acquisition of Lagos in 1861 and creation of the Gold Coast Colony in 1874 illustrate this process in West Africa. Expansion was not always planned from the start. Local crises and rivalry between European powers could turn limited commitments into lasting occupation.

Interpretations differ on how deliberate this expansion was. Some accounts describe a coordinated imperial drive. Others focus on reluctant governments being drawn inland by traders, missionaries, officials and events on the ground.

HL1.8.2

ECONOMIC CAUSES OF PARTITION

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Economic conditions in Europe

Industrialization drove up European demand for raw materials, investment opportunities and overseas trade. After 1873, prolonged economic difficulty, falling prices and protectionist policies intensified competition between industrial states. Colonial advocates claimed that overseas possessions could absorb capital, create employment and reduce dependence on foreign suppliers.

These claims often reflected expectations rather than the profits that colonies were already producing. Much European investment continued to flow to Europe, the Americas and Asia. Many African colonies, meanwhile, cost more to administer than they initially returned.

Raw materials

European industries sought reliable supplies of products such as palm oil, cotton, rubber, ivory and minerals. Palm oil went into soap and industrial lubricants. Rubber became increasingly valuable during the 1890s, while southern African diamonds and gold attracted especially strong interest.

Controlling territory seemed to guarantee supplies and keep commercial rivals out. The importance of individual materials, though, differed greatly from one region to another. In some areas, annexation came before the discovery of profitable resources. Raw-material demand therefore cannot account for every conquest.

Search for markets

Industrial states worried about overproduction and hoped colonial subjects would buy European manufactured goods. Governments also expected colonies to offer protected markets as tariffs restricted international trade.

Africa’s purchasing power remained limited, however, and trade did not always require formal rule. Economic potential mattered just as much as immediate sales. Imperialists competed for territories they believed would become valuable in the future.

Chartered companies

A chartered company was a private company given public powers by a government. These powers could include making treaties, administering territory, raising armed forces and collecting revenue. Such companies allowed expansion without forcing the state to take on the full financial and administrative cost immediately.

Important examples included:

  • the Royal Niger Company, chartered in 1886, which extended British influence along the Niger;
  • the German East Africa Company, whose activities helped establish a German claim in East Africa;
  • the Imperial British East Africa Company, chartered in 1888;
  • the British South Africa Company, chartered in 1889 under Cecil Rhodes.

Companies negotiated agreements with African rulers, but people often disputed both the meaning and the validity of these agreements. When a company could not defeat resistance or pay for administration, the government commonly took direct control.

Relative importance of economics

Economic interpretations focus on industrial demand, commercial pressure and the search for profitable investment. Political interpretations counter that many colonies were economically weak and were acquired mainly to deny territory to rivals or protect strategic routes. The strongest explanation depends on the region: mineral wealth was central in southern Africa, while prestige or strategy mattered more elsewhere.

HL1.8.3

STRATEGIC CAUSES OF PARTITION

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The sea route to the east

Britain’s global position relied heavily on communications with India and Asian markets. When the Suez Canal opened in 1869, the route from Europe to the Indian Ocean became much shorter. Egypt’s strategic importance rose sharply as a result.

In 1875, Britain bought the Egyptian ruler’s shares in the canal company. During the 1882 ‘Urabi crisis, British forces bombarded Alexandria, defeated ‘Urabi’s army at Tel el-Kebir and occupied Egypt. Egypt formally remained under Ottoman sovereignty, but Britain became the dominant power there.

The occupation pulled Britain further into the Nile Valley. British governments feared that another European power could take control of the upper Nile or threaten Egypt’s water supply. This helped lead to expansion into Sudan and confrontation with France at Fashoda in 1898.

British policy in South Africa

The Cape remained valuable as an alternative route to India and as a naval station. Economic interests grew after diamonds were discovered near Hopetown on the Orange River in 1867 and at Kimberley in 1871, followed by gold on the Witwatersrand in 1886.

Britain annexed the Transvaal in 1877, but the Boers regained self-government after the First Boer War of 1880–1881. In 1885, Britain established control over Bechuanaland. This partly blocked German expansion from South West Africa and secured a northward route from the Cape.

Cecil Rhodes encouraged British expansion through the British South Africa Company. He imagined a British sphere stretching north from the Cape. The plan offered commercial opportunities while also extending British influence across southern and central Africa.

Responses of other European powers

British expansion encouraged rival powers to secure positions of their own. France expanded in North, West and central Africa, pursuing an east–west chain of influence. Portugal tried to link Angola and Mozambique through the plan represented by the “Pink Map”, but abandoned the claim after the British ultimatum of 1890.

Germany declared protectorates over South West Africa, Togoland and Kamerun in 1884, then established German East Africa in 1885. Italy expanded around the Red Sea. These moves reflected the fear that delaying would allow Britain or France to occupy the remaining strategically useful territory.

States often described strategic expansion as defensive, but its effect was expansive. Each power presented its actions as protection against another, creating a cycle in which one annexation encouraged the next.

HL1.8.4

NATIONAL RIVALRY AND HUMANITARIANISM

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National rivalry

Imperial possessions became symbols of national power and international standing. The unification of Italy and Germany changed the balance in Europe, while established powers worried that new competitors would reduce their influence. Even when colonies offered little immediate economic value, governments could use them as diplomatic bargaining counters.

France’s defeat in the Franco-Prussian War of 1870–1871 led some French politicians to seek renewed prestige overseas. Italy pursued colonies partly to show that it belonged among the great powers. German acquisitions after 1884 reflected pressure from commercial groups, but they also showed the rise of colonial nationalism and Chancellor Otto von Bismarck’s diplomatic calculations.

Popular imperial societies, newspapers and geographical associations turned colonial expansion into a public issue. Governments used flags, maps and dramatic expeditions to present expansion as evidence of national energy. Rivalry became particularly strong where British, French, German and Portuguese plans overlapped.

National rivalry did not make war between European powers inevitable. Diplomacy often settled competing claims, as at the Berlin West Africa Conference of 1884–1885 and after the Fashoda crisis of 1898. Even so, the fear of being excluded encouraged powers to claim territory before its economic or administrative value was clear.

Humanitarian factors

Humanitarian campaigners worked to suppress slave trading and slavery, particularly in East and central Africa. Missionaries and reformers argued that Christianity, education, lawful commerce and European administration would protect African communities and end practices they condemned.

These concerns gave imperial governments a language of moral purpose. Treaties and conference declarations often referred to suppressing slavery and improving African welfare. The idea of a European “civilizing mission” brought together genuine reforming beliefs and assumptions of European cultural superiority.

Humanitarianism could shape policy, but it could also hide coercion. Colonial conquest caused warfare and dispossession. Forced labour and violent extraction developed in territories supposedly acquired for African welfare. By the 1890s, Leopold II’s Congo Free State had become a prominent contradiction between humanitarian claims and colonial practice.

Interpretations therefore distinguish between motives and justifications. Some missionaries and abolitionists genuinely opposed exploitation. Governments and companies, however, could use their language to legitimize expansion driven by strategy, commerce or prestige.

HL1.8.5

AFRICAN BACKGROUND TO PARTITION

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Uneven military and technological power

European conquest was helped by steam transport, improved artillery, breech-loading rifles and, from the 1880s, the Maxim gun. Quinine lowered European deaths from malaria. Steamships also carried troops and supplies along major rivers.

African forces were not all poorly armed. States such as Ethiopia and Samori Ture’s empire acquired modern firearms, and European armies still encountered difficult campaigns. The crucial weakness was unequal access to ammunition, replacement weapons, transport and industrial production during a prolonged war.

Ethiopia’s defeat of Italy at Adwa in 1896 shows that European technology did not make partition inevitable. Emperor Menelik II brought together imported arms, a large army, diplomacy and political consolidation. Liberia also kept its formal independence, although it remained under strong external pressure.

Administrative and financial weaknesses

Many African states did not have centralized systems for raising regular taxes, supplying large armies or maintaining permanent forces across extensive territories. European governments could rely on industrial economies, overseas credit, professional military organizations and naval support.

This contrast should not be reduced to a division between organized Europeans and disorganized Africans. African kingdoms and empires had effective institutions of their own. However, those institutions had developed for local conditions, not for sustained war against several industrial powers. Conquest also damaged existing trade and revenue systems, which weakened resistance over time.

Political and cultural disunity

Africa contained many states, communities and political systems with competing interests. No continent-wide authority existed to coordinate resistance. Existing conflicts enabled European powers to recruit local allies, gather intelligence and attack opponents separately.

European forces used rivalries between African states, as well as divisions within them. Some communities worked with Europeans against a regional enemy. Others hoped that a treaty with one European state would protect them from another. Religious, dynastic and commercial disputes could divide resistance as well.

“Disunity” should not be understood as an African failure to recognize a shared national interest in the modern sense. Colonial boundaries were being created during the partition itself. Continent-wide political identities had not yet developed, and rulers generally acted to protect their own states and communities.

Collaboration

African collaboration took several forms:

  • rulers signed treaties to gain weapons, trade or support against rivals;
  • merchants and intermediaries linked European firms with inland markets;
  • soldiers, porters and guides served in colonial expeditions;
  • local leaders accepted protectorates when resistance seemed more dangerous than negotiation.

Collaboration did not necessarily show support for permanent foreign rule. Treaties could be misunderstood, mistranslated or deliberately deceptive. African rulers often thought they were granting commercial access or entering an alliance, rather than surrendering sovereignty.

The partition resulted from the interaction between European advantages and African political circumstances. Interpretations that focus only on European power overlook African diplomacy and agency. Those that focus only on African division underestimate the scale of the external military and financial imbalance.

HL1.8.6

GERMAN ANNEXATION AND THE BERLIN CONFERENCE

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Germany’s change of policy

After German unification in 1871, Bismarck had little interest in acquiring colonies. He saw security in continental Europe as the priority and wanted to avoid costly overseas commitments. By 1884, commercial pressure, nationalist agitation and international rivalry had made annexation politically useful.

German merchants already held interests in West and East Africa. Adolf Lüderitz secured agreements on the coast of South West Africa, while Carl Peters obtained treaties in East Africa. Trading firms, missionary groups and colonial societies pressed the government to protect these activities before Britain or France shut Germany out.

Domestic and diplomatic concerns played a part as well. Colonial policy could win nationalist support, put pressure on Britain and give Germany claims that might be exchanged in negotiations. Germany declared protectorates over Togoland, Kamerun and South West Africa in 1884, then recognized German East Africa in 1885.

Factors facilitating annexation

Several factors helped German annexation:

  • commercial settlements and treaties provided a basis for claims;
  • African political divisions and the limited military power of many coastal rulers made resistance more difficult;
  • naval pressure and the threat of military intervention supported German demands;
  • chartered companies reduced the immediate cost to the German state;
  • other European governments remained uncertain about Germany’s aims;
  • European powers accepted protectorates as a valid form of imperial control.

The treaties Lüderitz and Peters used were unequal. German authorities treated them as grounds for claiming imperial protection.

Berlin West Africa Conference, 1884–1885

Bismarck called the Berlin West Africa Conference to regulate European competition, especially in the Congo and Niger regions. Fourteen states took part; no African ruler or representative was included.

The resulting General Act established several principles:

  • freedom of trade in the Congo basin;
  • freedom of navigation on the Congo and Niger rivers;
  • a commitment to oppose the slave trade;
  • notification of new coastal claims to the other powers;
  • The Act required new coastal occupations to be notified to the other powers and linked recognition of such occupations to effective occupation.

The conference helped secure international recognition for Leopold II’s position in the Congo and confirmed Germany’s emergence as a colonial power. Its language of free trade and humanitarianism made European expansion appear internationally legal.

Impact of the conference

The conference did not draw all of Africa’s colonial borders or divide the entire continent in one meeting. Its importance came from the procedures it established, which encouraged powers to turn claims on paper into actual occupation. The principle of effective occupation increased pressure on European powers to create a concrete presence through treaties, posts and administration in the territories they claimed.

Some interpretations describe Berlin as the decisive moment in the partition. Others see it as a response to a scramble that was already under way, driven by events in Egypt, the Congo, West Africa and southern Africa. It accelerated and regulated expansion, but did not cause it on its own.

HL1.8.7

LEOPOLD II AND DE BRAZZA IN THE CONGO

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Leopold II’s ambitions

King Leopold II of Belgium wanted a central African empire that he could control as a personal project. The Belgian government initially had little interest in acquiring colonies. Leopold therefore presented his plans through organizations that appeared scientific, humanitarian and opposed to slavery.

In 1876, he sponsored the International African Association. He later created organizations with a more direct focus on the Congo. These bodies helped him negotiate treaties and seek diplomatic recognition while keeping the scale of his personal ambitions out of view.

Stanley and Leopold’s claims

After crossing central Africa and tracing the Congo River, Henry Morton Stanley entered Leopold’s service. From 1879 to 1884, Stanley established stations, built transport links around the river’s lower cataracts and secured numerous treaties with African rulers.

Leopold interpreted these agreements as transfers of sovereignty. The signatories did not necessarily understand them in the same way, and the treaties’ political implications were disputed in some cases. Even so, the chain of stations gave Leopold evidence of occupation to present to European governments.

During and alongside the Berlin Conference settlement, the participating powers recognized Leopold’s organization as sovereign over the territories it claimed. In 1885, the Congo Free State was established under Leopold’s personal sovereignty, rather than as a Belgian colony.

Rule in the Congo Free State

Leopold claimed that the state would encourage free trade, suppress slavery and provide humanitarian government. In practice, he wanted revenue from ivory and, increasingly during the 1890s, wild rubber. Created in 1885, the Force Publique enforced state demands and supported territorial expansion.

Concessionary companies and officials used coercion to force production. Hostage-taking, corporal punishment, killings and the destruction of communities accompanied the collection of rubber and ivory. Leopold’s activities therefore show how humanitarian language could win diplomatic approval for an exploitative regime.

De Brazza and French expansion

Pierre Savorgnan de Brazza was an Italian-born French naval officer and explorer. His journeys along the Ogooué River from 1875 expanded French geographical knowledge and opened a possible route into the Congo basin.

During his 1879–1882 expedition, De Brazza reached the north bank of the Congo. In 1880, he concluded a treaty with Makoko, ruler of the Teke, and established a post at the site that became Brazzaville. France ratified the treaty in 1882 and used it as the basis for a protectorate north of the Congo River.

De Brazza’s actions helped stop Leopold’s organization from monopolizing both banks of the river. They also helped secure a lasting French position in central Africa. Competition between De Brazza and Stanley turned exploration and treaty-making into formal partition.

Comparison and significance

Leopold IIDe Brazza
Acted through private international associations and StanleyActed as an officer and agent of France
Sought personal sovereignty over a vast central African territoryExtended a French protectorate north of the Congo
Built claims through stations and treaties across the Congo basinUsed the treaty with Makoko to secure the north bank
Established the Congo Free State in 1885Helped establish French Congo

Both men described expansion as peaceful, commercial and humanitarian. Both also depended on treaties whose meaning was contested. Their rivalry divided the Congo region into competing European spheres and helped trigger wider international negotiations at Berlin.

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HL1.7 The slave trade in Africa and the Middle East (1500–1900)

HL1.9 Response to European imperialism (1870–1920)