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IB Syllabus Requirements for War and change in the Middle East and North Africa 1914–1945
HL1.13.1
Allied diplomacy and the Arab Revolt
HL1.13.2
The peace settlement and mandate rule
HL1.13.3
Nationalism and British influence in Egypt
HL1.13.4
The Palestine mandate
HL1.13.1
ALLIED DIPLOMACY AND THE ARAB REVOLT
The Ottoman Empire joined the First World War on the side of the Central Powers in late October 1914. Formal declarations of war followed in early November. Britain set out to defeat Ottoman forces while protecting Egypt, the Suez Canal and the routes to India. It also sought the support of Arab leaders, negotiated with France over the division of Ottoman territory and encouraged the Zionist movement. These policies created overlapping commitments rather than a single, consistent plan.
From July 1915 to March 1916, Sir Henry McMahon, the British High Commissioner in Egypt, exchanged letters with Sharif Hussein of Mecca. Hussein offered to lead an Arab revolt against Ottoman rule in return for British recognition of an independent Arab state.
The main difficulty was territorial ambiguity. McMahon excluded the districts west of Damascus, Homs, Hama and Aleppo because Britain believed it had to protect French interests. Hussein accepted some exclusions, but he did not abandon his wider claim. The letters did not clearly mention Palestine by name. Arab leaders later argued that Palestine had therefore been promised to them, while British officials maintained that it had been excluded.
The correspondence encouraged Hussein to revolt, but it was not a precise treaty. Historians still disagree over whether Britain deliberately deceived Hussein or whether rushed wartime negotiations left both sides with genuinely different interpretations.
Britain and France negotiated the secret Sykes–Picot Agreement with Russian approval, and concluded it in May 1916. Sir Mark Sykes and François Georges-Picot divided much of the Arab Ottoman Empire into areas of direct control and spheres of influence.
France expected predominance in Syria, Lebanon and parts of northern Mesopotamia. Britain expected control or influence in southern Mesopotamia, as well as access to the Mediterranean through a free port at Haifa. Palestine was to receive an international administration, although its final form remained unsettled.
The agreement conflicted with Arab expectations of a large independent kingdom. Its significance should not be overstated, though. The final post-war boundaries and mandates did not reproduce its map exactly. It is better seen as evidence that imperial rivalry shaped Allied policy alongside support for Arab independence.
Sharif Hussein proclaimed the Arab Revolt in June 1916. His sons, particularly Faisal and Abdullah, became leading political and military figures. Arab forces captured Mecca and other towns in the Hejaz, disrupted the Hejaz Railway and seized Aqaba in July 1917. Faisal’s forces then advanced north and entered Damascus in October 1918 alongside the wider British-led campaign.
The revolt tied down Ottoman troops and disrupted communications. However, British imperial forces under General Edmund Allenby defeated the main Ottoman armies. The revolt’s greatest importance was political: it gave Hashemite leaders a claim to represent Arab independence and helped Faisal establish a short-lived government in Damascus.
On 2 November 1917, Foreign Secretary Arthur Balfour wrote to Lord Rothschild, stating British support for establishing a national home for the Jewish people in Palestine. The declaration also said that the civil and religious rights of Palestine’s existing non-Jewish communities should not be harmed. It did not promise those communities equivalent national or political rights.
British motives were mixed. They included strategic interests in Palestine and sympathy for Zionism, which also influenced some policymakers.
By 1917, Britain had encouraged Arab independence, accepted French claims and supported a Jewish national home. Whether these undertakings were strictly incompatible remains disputed. Their language, however, was unclear enough to create rival expectations that shaped the post-war conflicts.
HL1.13.2
THE PEACE SETTLEMENT AND MANDATE RULE
The Paris Peace Conference of 1919 brought no immediate Arab independence. Faisal argued for an Arab state, while Zionist representatives pressed for a national home in Palestine. The decisive factor was practical: Britain and France had the military power to shape the settlement.
At the San Remo Conference in April 1920, the former Ottoman Arab provinces were divided into mandates. The Treaty of Sèvres, signed in August 1920, confirmed the planned partition of Ottoman territory, but Turkish nationalists refused to accept it. Their military victories led to the Treaty of Lausanne in July 1923. It recognized the sovereignty and borders of the new Turkish state, while the Arab provinces remained outside Turkey.
A mandate placed a former German colony or Ottoman territory under the administration of a victorious power acting on behalf of the League of Nations. Iraq, Palestine, Transjordan and Syria-Lebanon became Class A mandates. Their eventual independence was accepted in principle, but Britain and France would govern until they were judged capable of self-rule.
The system mixed international supervision with imperial control. Its supporters described it as training for independence. Arab nationalists saw colonial rule with a different label.
Britain combined the Ottoman provinces of Basra, Baghdad and Mosul to create Iraq. Direct British control, foreign officials and resentment over taxation helped trigger the Iraqi Revolt of 1920. Sunni and Shia communities took part, as did some tribal groups, although they did not all want the same outcome. Britain suppressed the uprising at considerable cost.
The revolt pushed Britain towards indirect rule. Faisal became king in 1921, and the Anglo-Iraqi Treaty of 1922 formalized the relationship between the two countries while preserving British influence. Britain kept advisers and military facilities, and remained interested in Iraqi oil. Iraq joined the League of Nations as an independent state in 1932, yet the relationship was still unequal.
In 1941, Rashid Ali al-Gaylani and nationalist army officers challenged the pro-British government. Britain invaded, restored the regent and recovered its strategic position. Iraq had gained formal sovereignty, but British military and political influence remained.
Britain made Abdullah emir of Transjordan in 1921. The territory was separated administratively from Palestine in 1922, and the provisions concerning a Jewish national home did not apply there.
Abdullah ruled through local institutions, though British subsidies, advisers and military support were still essential. Commanded from 1939 by the British officer John Glubb, the Arab Legion became the state’s most effective institution. The 1928 Anglo-Transjordan Agreement granted a degree of autonomy while keeping British supervision over finance, foreign affairs and defence.
Transjordan was relatively stable because Britain worked through a cooperative Hashemite monarch and accommodated important tribal leaders. That stability relied heavily on British money and protection.
After the war, Faisal set up an Arab government in Damascus and was proclaimed king of Syria in March 1920. France rejected this challenge to its mandate. French forces defeated the Syrian army at Maysalun in July 1920 and expelled Faisal.
France split the mandate into several administrative units. In 1920, it created Greater Lebanon by adding the surrounding districts to Mount Lebanon. The new state therefore had greater economic resources and a large Muslim population alongside its Christian communities. France also created separate administrations within Syria before recombining some of them.
French officials said decentralization would protect minorities. Syrian nationalists responded that the division weakened Arab unity and made colonial control easier. The Great Syrian Revolt of 1925–1927 spread from the Druze region to Damascus and other areas. France eventually crushed it with extensive military force, including the bombardment of Damascus.
France negotiated treaties with Syria and Lebanon in 1936, but never ratified them. In 1941, the Free French proclaimed Syria and Lebanon free and independent. Elected governments took office in 1943. French efforts to retain authority caused a final crisis in Syria in 1945, when French forces shelled Damascus. British pressure then helped bring the confrontation to an end.
The peace settlement replaced Ottoman authority with new states and frontiers. It created Hashemite monarchies in Iraq and Transjordan, alongside French-controlled administrations in Syria and Lebanon. The settlement also strengthened territorial nationalism while leaving room for broader Arab nationalism.
One interpretation focuses on European imperial interests, particularly strategic routes, oil and rivalry between Britain and France. Another gives more weight to local actors. Revolts, monarchs, tribal leaders, urban nationalists and religious communities all shaped the way mandate rule operated. The mandates were imposed from outside, but European policy alone did not determine their outcomes.
HL1.13.3
NATIONALISM AND BRITISH INFLUENCE IN EGYPT
Britain had occupied Egypt since 1882. When the Ottoman Empire entered the First World War, Britain declared Egypt a protectorate. Wartime requisitioning, inflation and compulsory labour then intensified resentment of British rule.
After the war, Saad Zaghlul and other Egyptian politicians formed a delegation called the Wafd. They wanted permission to represent Egypt at the Paris Peace Conference. The movement later became the Wafd Party, which demanded constitutional government and national independence.
In March 1919, the British exiled Zaghlul and other Wafd leaders to Malta. Demonstrations, strikes and attacks on communications soon spread across Egypt. Students, workers, officials, peasants and parts of the urban middle class took part. Women organized demonstrations, and cooperation between Muslims and Copts gave the movement a strong image of national unity.
The 1919 Revolution did not drive Britain out of Egypt. It did, however, make the protectorate difficult to maintain. British repression restored order, but it failed to remove the nationalist challenge.
Britain issued a unilateral Declaration of Egyptian Independence on 28 February 1922. The protectorate ended, and Sultan Fuad became King Fuad I. Egypt was not completely independent, since Britain kept control over four matters:
The declaration was a compromise. It created an Egyptian monarchy and allowed constitutional politics, but Britain kept authority over the issues that mattered most to its imperial position.
The constitution of 1923 established a parliamentary system. The Wafd won a decisive electoral victory in 1924, and Zaghlul became prime minister. Even so, the king could dismiss governments and dissolve parliament. The British High Commissioner could also exert pressure from outside the constitutional system.
The murder of Sir Lee Stack in Cairo in November 1924 showed how limited Egyptian power remained. Stack was the governor-general of Sudan and commander of the Egyptian army. Britain responded with an ultimatum, imposed financial demands and forced Egypt to withdraw its forces from Sudan. Zaghlul resigned.
Egyptian politics developed into a three-sided struggle involving the palace, the Wafd and Britain. The Wafd had the strongest mass support, but it could not govern continuously. Fuad used his royal powers to weaken parliament, while Britain intervened whenever its strategic interests seemed threatened.
The Anglo-Egyptian Treaty of 1936 was negotiated as concern grew over Italian expansion in Africa. Britain agreed to withdraw its troops from most of Egypt, but kept forces in the Suez Canal zone. The treaty left Sudan under the existing Anglo-Egyptian condominium, where Britain retained predominant control, and allowed Britain to use Egyptian facilities during wartime. Egypt joined the League of Nations in 1937. In the same year, the Montreux Convention arranged the gradual ending of the foreign legal privileges known as the capitulations.
The Second World War revealed that the balance of power had barely changed. Egypt remained an essential British military base, although its government did not declare war on Germany until 1945. During the Abdin Palace incident in February 1942, British troops surrounded King Farouk’s palace and forced him to appoint a Wafd government. The incident damaged the reputations of both the monarchy and the Wafd because it showed that Britain could still decide who governed Egypt.
By 1945, Egypt had a constitution, an elected parliament, international recognition and far greater administrative autonomy than it had possessed in 1914. It still did not control the Canal zone or Sudan, however, and British military intervention remained possible.
Nationalist interpretations highlight popular resistance and the Wafd’s success in forcing constitutional change. More critical accounts point to divisions within the nationalist movement and to the willingness of the palace, British officials and Egyptian political elites to use one another against their rivals. Independence was therefore a process, rather than a single achievement in 1922.
HL1.13.4
THE PALESTINE MANDATE
Britain captured Jerusalem in December 1917 and completed its occupation of Palestine in 1918. The League of Nations approved the British mandate in 1922, and it formally came into force in 1923. Its terms incorporated the Balfour Declaration. Britain had to facilitate a Jewish national home while protecting the civil and religious rights of the rest of the population.
That arrangement created a serious political problem. The Zionist movement wanted immigration, settlement and, eventually, national security in Palestine. Palestinian Arabs made up the majority at the start of the mandate. They demanded representative government and opposed policies that might reduce them to a minority. Britain tried to satisfy both sides while also protecting its own strategic position.
Jewish immigration grew the population and brought capital, technical expertise and new institutions. Zionist organizations bought land, founded agricultural settlements and supported urban and industrial development. The Histadrut labour federation, Jewish Agency and Haganah defence organization helped build a separate and increasingly capable Jewish community, the Yishuv.
Palestine’s economy grew, especially through construction, citrus production, transport and urban services. Tel Aviv expanded quickly, while Haifa became a port and industrial centre. British infrastructure projects also tied Palestine more closely to regional and imperial markets.
The benefits of growth were uneven. Many Palestinian Arabs continued to depend on agriculture, although some gained from new employment and markets. Others faced higher land prices, rural debt or displacement when estates were sold to Zionist organizations and tenant cultivators lost access to the land. Jewish labour policies, along with separate educational, welfare and political institutions, encouraged two increasingly distinct societies to develop.
Several waves of Jewish immigrants arrived during the mandate. Immigration increased especially during the 1920s and again after 1933, as persecution intensified in Nazi Germany and elsewhere in Europe. Expanding Jewish settlement strengthened the economic and institutional foundations of the national home.
To Zionists, immigration provided refuge and made national reconstruction possible. Palestinian Arabs saw it as a threat to their control of land and to Palestine’s future political character. Immigration therefore had demographic, economic and political effects at the same time.
Historians disagree about how much weight to give land displacement. Some point out that much land was legally purchased and that economic development created employment. Others argue that legal ownership did not protect tenant farmers, and that overall economic growth hid unequal access to land, capital and political power.
Britain did not establish a representative legislature. Arab leaders would not accept a constitutional system that recognized the mandate’s commitment to the Jewish national home, while Zionists would not accept majority rule that could end immigration.
Palestinian Arab politics included the Arab Executive and rival networks linked to the Husseini and Nashashibi families. Haj Amin al-Husseini, appointed Grand Mufti of Jerusalem in 1921, became a leading nationalist figure. Rivalry between notable families weakened sustained organization, but opposition to British and Zionist policies remained widespread.
Violence broke out in Jerusalem in 1920, Jaffa in 1921 and across Palestine in 1929. The 1929 crisis involved access and religious claims surrounding the Western Wall and Haram al-Sharif. It showed how national and religious tensions could reinforce each other.
The Arab Revolt of 1936–1939 began with strikes and attacks before developing into an armed rebellion against British rule and Jewish settlement. Britain suppressed it through mass arrests, collective punishments, demolitions and military operations, with Jewish forces assisting in some areas. The revolt reflected broad grievances, but internal divisions weakened it. The removal or exile of much of the Arab political leadership also reduced its strength.
British policy shifted repeatedly between supporting the national home and trying to contain Arab opposition.
Zionists condemned the 1939 policy, particularly because European Jews urgently needed refuge. Palestinian Arab opinion was divided. The document restricted Zionism, but it did not grant independence immediately.
During the Second World War, much of the Yishuv supported Britain against Nazi Germany, and a Jewish Brigade was formed. Illegal immigration continued, however, while armed groups such as Irgun opposed British restrictions. By 1945 Britain had contained the open revolt but had still not settled the dispute over immigration, land or sovereignty.
HL1.13.5
ATATURK’S TRANSFORMATION OF TURKEY
After the Ottoman defeat in 1918, Mustafa Kemal emerged as the leader of Turkish resistance. From 1919, nationalists organized through the Erzurum and Sivas congresses. In April 1920, they established the Grand National Assembly at Ankara. They rejected the Treaty of Sèvres and fought Armenian, French and Greek forces, as well as the sultan’s government.
The nationalists’ victory over Greece in 1922 allowed them to secure the Treaty of Lausanne in 1923. This treaty gave international recognition to the new Turkish state. The sultanate had already been abolished in November 1922. On 29 October 1923, the Republic of Turkey was proclaimed, with Mustafa Kemal as president and Ankara as its capital. He received the surname Ataturk in 1934.
Ataturk wanted to replace the multinational Ottoman Empire with a sovereign, centralized and secular nation-state. His Republican People’s Party promoted six principles known as the Six Arrows: republicanism, nationalism, populism, statism, secularism and reformism.
The caliphate was abolished in March 1924, and members of the Ottoman dynasty were expelled. The state closed religious courts and schools or absorbed them into state institutions. It crushed the 1925 Sheikh Said rebellion, which brought together Kurdish and religious opposition. The government then used emergency powers to silence wider dissent.
Turkey was formally a republic, but political competition was limited. The Progressive Republican Party was closed in 1925, while the Free Republican Party lasted only briefly in 1930. The Republican People’s Party dominated political life. Ataturk and a narrow governing elite directed change from above.
The government replaced Islamic law with secular legal codes. In 1926, it adopted the Swiss Civil Code, ending polygamy and introducing civil marriage and divorce. New commercial and penal codes drew on European models.
Religion did not disappear from public life; instead, religious institutions came under state control. Sufi lodges and zawiyas were closed in 1925, religious titles were restricted and the weekly rest day was eventually changed from Friday to Sunday. These measures weakened the independent political authority of religious leaders.
In 1928, the Arabic-based Ottoman script was replaced by a modified Latin alphabet. Public education expanded, and literacy campaigns taught the new script to adults. The reform distanced the republic from the written culture of the Ottoman past and made literacy easier to promote.
The state encouraged western-style clothing, adopted international systems of time and measurement and required surnames in 1934. These policies aimed to produce disciplined citizens who shared a Turkish identity.
Women gained greater legal rights through the civil code. They received the vote in municipal elections in 1930, followed by full voting and parliamentary rights in 1934. Women entered education, professional employment and parliament. The pace of change, however, was much faster among urban groups than in the countryside.
National integration also relied on coercion. The state promoted a single Turkish identity and restricted expressions of Kurdish distinctiveness. The suppression of resistance in Dersim in 1937–1938 demonstrated the violence that could accompany the imposition of central authority.
Ataturk’s government sought economic independence after the foreign privileges and debts linked to the Ottoman period. During the 1920s, it encouraged private enterprise, national banking and railway construction. Following the world economic crisis, it adopted greater statism: state direction and ownership in strategic areas while private property continued.
Five-year industrial plans promoted textiles, mining, iron, paper and other basic industries. Railway expansion reduced dependence on foreign-controlled transport. Most people, however, remained rural, agricultural productivity was uneven and industrialization started from a limited base.
The republic survived, gained international recognition and built durable central institutions. Legal, educational and cultural reforms sharply reduced the public authority of the old Ottoman-Islamic order. State industry and transport expanded, while women gained important formal rights.
Social transformation was less complete. Rural poverty and regional inequalities continued. Reform reached towns more deeply than villages, and economic development still depended on state protection and imported expertise. Political pluralism was sacrificed to rapid change, while Kurdish resistance met forced assimilation and repression.
One interpretation sees Ataturk’s policies as a necessary revolution that defended Turkish independence and accelerated modernization. Critics focus on the authoritarian methods and argue that westernizing symbols alone did not transform everyday life. A strong judgement separates the major success of institutional state-building from the more uneven transformation of society.
HL1.13.6
MODERNIZATION IN IRAN, SAUDI ARABIA AND MOROCCO
The prescribed choice allows a case study of Iran, Saudi Arabia or a North African state. The three examples below followed different paths: Iran built a centralized modern state, Saudi Arabia consolidated a conservative monarchy, and Morocco modernized under colonial rule.
Iran entered this period under the Qajar dynasty. Foreign influence, tribal autonomy and weak central control had undermined the state. In February 1921, Reza Khan seized power in a coup. He first became minister of war and then prime minister. In 1925, the Majlis removed the Qajars and proclaimed him Reza Shah Pahlavi.
Reza Shah built up a larger conscript army, curbed tribal autonomy and tightened central administration. The government suppressed provincial revolts. Tribal populations were disarmed and, in some cases, forced to settle. A secular court system also reduced the judiciary’s dependence on the Shia religious establishment.
His rule was strongly authoritarian. The government controlled elections, increased censorship and imprisoned, exiled or killed opponents. Centralization made the state more effective, but it did not produce representative government.
The state expanded roads, factories, schools and administrative employment. Built between 1927 and 1938, the Trans-Iranian Railway connected the Caspian region with the Persian Gulf. Its economic value was disputed, but the railway became a powerful symbol of state-led independence. It later gained strategic importance during the Second World War.
Tehran University opened in 1934. Secular education expanded, and students were sent abroad. Dress regulations encouraged European styles. The 1936 unveiling policy discouraged, and sometimes forcibly prevented, women from wearing the veil in public. These policies opened educational and professional opportunities for some urban women, but they were coercive and alienated conservative families.
Oil remained under the control of the British-controlled Anglo-Persian Oil Company, which was renamed the Anglo-Iranian Oil Company in 1935. Reza Shah cancelled the existing concession in 1932 and negotiated a new agreement in 1933. British economic influence nevertheless continued. Modernization reduced some forms of dependence, but it did not end foreign control over Iran’s most important resource.
Reza Shah attempted to balance Britain, the Soviet Union and Germany. Concern over German influence led Britain and the Soviet Union to invade Iran in August 1941. Reza Shah abdicated in favour of Mohammad Reza Shah, while Allied forces occupied the country. Iran showed both what centralized reform could achieve and how foreign strategic power could limit it.
Abdulaziz Ibn Saud expanded from his base in central Arabia with support from tribal-religious forces known as the Ikhwan. Britain recognized his authority in the Treaty of Darin in 1915 and provided subsidies. Ibn Saud, however, retained the freedom to pursue his own regional ambitions.
His forces defeated the Hashemites and conquered the Hejaz, including Mecca and Medina, in 1924–1925. The Ikhwan later opposed restrictions on raiding. They also objected to Ibn Saud’s use of modern technology and his dealings with non-Muslim powers. He defeated them at the Battle of Sabilla in 1929. In September 1932, he united his territories as the Kingdom of Saudi Arabia.
Government remained personal and dynastic. Ibn Saud ruled through members of the royal family, alliances with tribal leaders and cooperation with the Wahhabi religious establishment. Islamic law provided the basis for the legal and social order. There was no elected national legislature.
Before oil exports began, the state depended heavily on pilgrimage income, customs and foreign subsidies. The world economic depression reduced pilgrimage revenue and exposed the kingdom’s financial weakness.
In 1933, Ibn Saud granted an oil concession to the American company Standard Oil of California. Commercially viable oil was discovered at Dammam in 1938. The company later became the Arabian American Oil Company, or Aramco, in 1944. Oil revenue was still developing by 1945, but it brought foreign technicians, roads and communications, as well as a stronger relationship with the United States.
Modernization proceeded cautiously. Ibn Saud accepted technologies and foreign expertise that strengthened the monarchy, while avoiding rapid legal or social westernization. Compared with Iran, Saudi Arabia kept a much larger formal role for religious authority. Its achievements included territorial unification and political stability. Its weaknesses included limited administration, education and infrastructure outside the main centres.
In 1912, Morocco was divided into French and Spanish protectorate zones. The sultan remained a source of formal legitimacy. In the French zone, Resident-General Hubert Lyautey governed largely through existing Moroccan institutions, while French officials kept decisive power.
French rule expanded ports, railways, roads, commercial agriculture and mining. Casablanca became the main economic centre. European settlers gained valuable land, and the economy became increasingly directed towards French markets. Infrastructure and production grew, but the benefits were distributed unequally. Much of the Moroccan population remained poor and rural.
Colonial cities often developed separate European and Moroccan districts. Most Moroccans had little access to French education and administrative opportunities, although a small educated elite emerged. Modernization strengthened the colonial state, but it also strengthened the social groups that later challenged it.
In the Spanish-controlled Rif, Abd el-Krim led a major revolt from 1921. His forces defeated a Spanish army at Annual and established the Rif Republic. France and Spain then coordinated a large military campaign, which forced his surrender in 1926. The Rif War showed the strength of anti-colonial resistance, as well as the military resources available to the European powers.
The French-issued Berber Dahir of 1930 changed legal administration in some Berber areas. Nationalists presented it as an attempt to divide Arab and Berber Moroccans and weaken Islam. It helped turn cultural and religious protest into organized nationalism.
In 1934, the Moroccan Action Committee presented a reform plan that sought greater Moroccan participation rather than immediate independence. During the Second World War, Allied forces landed in Morocco in Operation Torch in November 1942. Sultan Muhammad V gained prestige through his contacts with Allied leaders and his increasingly visible association with nationalism. In 1944, the Istiqlal Party issued a manifesto demanding independence.
Iran and Saudi Arabia remained formally independent, but both faced powerful western economic and strategic influence. Iran pursued rapid secularization and centralized state industry. Saudi Arabia adopted foreign technology and oil investment while preserving its religious-political order. Morocco changed under direct European domination, so economic modernization remained tied to settler privilege and nationalist resistance.
Modernization did not automatically mean westernization. Each government chose institutions and technologies that strengthened its authority while resisting other foreign ideas. In all three cases, stronger central government and new infrastructure came alongside authoritarian rule, social inequality and conflict over the cultural meaning of reform.