Early Portuguese period

A page of the Durán Codex (1576) depicting Hernán Cortés and La Malinche, in Mexico-Tenochtitlan

Infante Dom Henry the Navigator of Portugal, son of King João I, became the main sponsor of exploration travels. In 1415, Portugal conquered Ceuta, its first overseas colony.

Throughout the 15th century, Portuguese explorers sailed the coast of Africa, establishing trading posts for tradable commodities such as firearms, spices, silver, gold, and slaves crossing Africa and India. In 1434 the first consignment of slaves was brought to Lisbon; slave trading was the most profitable branch of Portuguese commerce until the Indian subcontinent was reached. Due to the importation of the slaves as early as 1441, the kingdom of Portugal was able to establish a number of population of slaves throughout the Iberia due to its slave markets' dominance within Europe. Before the Age of Conquest began, the continental Europe already associated darker skin color with slave-class, attributing to the slaves of African origins. This sentiment traveled with the conquistadors when they began their explorations into the Americas. The predisposition inspired a lot of the entradas to seek slaves as part of the conquest.

Birth of the Spanish Kingdom

After his father's death in 1479, Ferdinand II of Aragón married Isabella of Castile, unifying both kingdoms and creating the Kingdom of Spain. He later tried to incorporate the kingdom of Portugal by marriage. Notably, Isabella supported Columbus's first voyage that launched the spanish conquistadors into action.

The Iberian Peninsula was largely divided before the hallmark of this marriage. Five independent kingdoms: Portugal in the West, Aragon and Navarre in the East, Castile in the large center, and Granada in the south, all had independent sovereignty and competing interests. The conflict between Christians and Muslims to control Iberia, which started with North Africa's Muslim invasion in 711, lasted from the years 718 to 1492.^[6] Christians, fighting for control, successfully pushed the Muslims back to Granada, which was the Muslims' last control of the Iberian Peninsula.

The marriage between Ferdinand of Aragon and Isabel of Castile resulted in joint rule by the spouses of the two kingdoms, honoured as the "Catholic Monarchs" by Pope Alexander VI.^[6] Together, the Crown Kings saw about the fall of Granada, victory over the Muslim minority, and expulsion or forcibly converted Jews and non-Christians to turn Iberia into a religious homogeneity.

Treaties

The 1492 discovery of the New World by Spain rendered desirable a delimitation of the Spanish and Portuguese spheres of exploration. Thus dividing the world into two areas of exploration and colonization. This was settled by the Treaty of Tordesillas (7 June 1494) which modified the delimitation authorized by Pope Alexander VI in two bulls issued on 4 May 1493. The treaty gave to Portugal all lands which might be discovered east of a meridian drawn from the Arctic Pole to the Antarctic, at a distance of 370 leagues (1,800 km) west of Cape Verde. Spain received the lands west of this line.

The known means of measuring longitude were so inexact that the line of demarcation could not in practice be determined,^[15] subjecting the treaty to diverse interpretations. Both the Portuguese claim to Brazil and the Spanish claim to the Moluccas depended on the treaty. It was particularly valuable to the Portuguese as a recognition of their new-found, particularly when, in 1497–1499, Vasco da Gama completed the voyage to India.

Later, when Spain established a route to the Indies from the west, Portugal arranged a second treaty, the Treaty of Zaragoza.

Colonization of the Caribbbean, Mesoamerica, and South America

Hagåtña (Agaña) is the capital of the United States territory of Guam, ancient city of the Spanish possessions in Oceania.

Sevilla la Nueva, established in 1509, was the first Spanish settlement on the island of Jamaica, which the Spaniards called Isla de Santiago. The capital was in an unhealthy location^[16] and consequently moved around 1534 to the place they called "Villa de Santiago de la Vega", later named Spanish Town, in present-day Saint Catherine Parish.^[17]

Vasco Núñez de Balboa and spanish conquistadors claiming the Pacific Ocean for Spain in 1513.

After first landing on "Guanahani" in the Bahamas, Columbus found the island which he called "Isla Juana", later named Cuba.^[18] In 1511, the first Adelantado of Cuba, Diego Velázquez de Cuéllar founded the island's first Spanish settlement at Baracoa; other towns soon followed, including Havana, which was founded in 1515.

After he pacified Hispaniola, where the native Indians had revolted against the administration of governor Nicolás de Ovando, Diego Velázquez de Cuéllar led the conquest of Cuba in 1511 under orders from Viceroy Diego Columbus and was appointed governor of the island. As governor he authorized expeditions to explore lands further west, including the 1517 Francisco Hernández de Córdoba expedition to Yucatán. Diego Velázquez, ordered expeditions, one led by his nephew, Juan de Grijalva, to Yucatán and the Hernán Cortés expedition of 1519. He initially backed Cortés's expedition to Mexico, but because of his personal enmity for Cortés later ordered Pánfilo de Narváez to arrest him. Grijalva was sent out with four ships and some 240 men.^[19]

A page (folio 67), depicting indigenous Mexican warriors in the Codex Mendoza

Hernán Cortés, led an expedition (entrada) to Mexico, which included Pedro de Alvarado and Bernardino Vázquez de Tapia. The Spanish campaign against the Aztec Empire had its final victory on 13 August 1521, when a coalition army of Spanish forces and native Tlaxcalan warriors led by Cortés and Xicotencatl the Younger captured the emperor Cuauhtemoc and Tenochtitlan, the capital of the Aztec Empire. The fall of Tenochtitlan marks the beginning of Spanish rule in central Mexico, and they established their capital of Mexico City on the ruins of Tenochtitlan. The Spanish conquest of the Aztec Empire was one of the most significant events in world history.

In 1516, Juan Díaz de Solís, discovered the estuary formed by the confluence of the Uruguay River and the Paraná River.

In 1517, Francisco Hernández de Córdoba sailed from Cuba in search of slaves along the coast of Yucatán.^[20][21] The expedition returned to Cuba to report on the discovery of this new land.

After receiving notice from Juan de Grijalva of gold in the area of what is now Tabasco, the governor of Cuba, Diego de Velasquez, sent a larger force than had previously sailed, and appointed Cortés as Captain-General of the Armada. Cortés then applied all of his funds, mortgaged his estates and borrowed from merchants and friends to outfit his ships. Velásquez may have contributed to the effort, but the government of Spain offered no financial support.^[22]

Pedro Arias Dávila, Governor of the Island La Española was descended from a converso's family. In 1519 Dávila founded Darién, then in 1524 he founded Panama City and moved his capital there laying the basis for the exploration of South America's west coast and the subsequent conquest of Peru. Dávila was a soldier in wars against Moors at Granada in Spain, and in North Africa, under Pedro Navarro intervening in the Conquest of Oran. At the age of nearly seventy years he was made commander in 1514 by Ferdinand of the largest Spanish expedition.

Francisco de Orellana and his men became the first Europeans to travel the entire length of the Amazon River in 1541–1542

Dávila sent Gil González Dávila to explore northward, and Pedro de Alvarado to explore Guatemala. In 1524 he sent another expedition with Francisco Hernández de Córdoba, executed there in 1526 by Dávila, by then aged over 85. Dávila's daughters married Rodrigo de Contreras and conquistador of Florida and Mississippi, the Governor of Cuba Hernando de Soto.

Pedro de Alvarado

Dávila made an agreement with Francisco Pizarro and Diego de Almagro, which brought about the discovery of Peru, but withdrew in 1526 for a small compensation, having lost confidence in the outcome. In 1526 Dávila was superseded as Governor of Panama by Pedro de los Ríos, but became governor in 1527 of León in Nicaragua.

An expedition commanded by Pizarro and his brothers explored south from what is today Panama, reaching Inca territory by 1526.^[23] After one more expedition in 1529, Pizarro received royal approval to conquer the region and be its viceroy. The approval read: "In July 1529 the queen of Spain signed a charter allowing Pizarro to conquer the Inca. Pizarro was named governor and captain of all conquests in New Castile."^[24] The Viceroyalty of Peru was established in 1542, encompassing all Spanish holdings in South America.

Diego de Almagro led the first Spanish expedition south of Peru into Chile 1535–37.

In early 1536, the Adelantado of Canary Islands, Pedro Fernández de Lugo, arrived to Santa Marta, a city founded in 1525 by Rodrigo de Bastidas in modern-day Colombia, as governor. After some expeditions to the Sierra Nevada de Santa Marta, Fernández de Lugo sent an expedition to the interior of the territory, initially looking for a land path to Peru following the Magdalena River. This expedition was commanded by Licentiate Gonzalo Jiménez de Quesada, who ended up discovering and conquering the indigenous Muisca, and establishing the New Kingdom of Granada, which almost two centuries would be a viceroyalty. Jiménez de Quesada also founded the capital of Colombia, Santafé de Bogotá.

Gonzalo Jiménez de Quesada, conquistador of the New Kingdom of Granada

Juan Díaz de Solís arrived again to the renamed Río de la Plata, literally river of the silver, after the Incan conquest. He sought a way to transport the Potosi's silver to Europe. For a long time due to the Incan silver mines, Potosí was the most important site in Colonial Spanish America, located in the current department of Potosí in Bolivia^[25] and it was the location of the Spanish colonial mint. The first settlement in the way was the fort of Sancti Spiritu, established in 1527 next to the Paraná River. Buenos Aires was established in 1536, establishing the Governorate of the Río de la Plata.^[26]

Francisco de Villagra

Africans were also conquistadors in the early conquest campaigns in the Caribbean and Mexico. In the 1500s there were enslaved black and free black sailors on Spanish ships crossing the Atlantic and developing new routes of conquest and trade in the Americas.^[27] After 1521, the wealth and credit generated by the acquisition of the Aztec Empire funded auxiliary forces of black conquistadors that could number as many as five hundred. Spaniards recognized the value of these fighters.

One of the black conquistadors who fought against the Aztecs and survived the destruction of their empire was Juan Garrido. Born in Africa, Garrido lived as a young slave in Portugal before being sold to a Spaniard and acquiring his freedom fighting in the conquests of Puerto Rico, Cuba, and other islands. He fought as a free servant or auxiliary, participating in Spanish expeditions to other parts of Mexico (including Baja California) in the 1520s and 1530s. Granted a house plot in Mexico City, he raised a family there, working at times as a guard and town crier. He claimed to have been the first person to plant wheat in Mexico.^[28]

Francisco de Borja y Aragón

Sebastian Toral was an African slave and one of the first black conquistadors in the New World. While a slave, he went with his Spanish owner on a campaign. He was able to earn his freedom during this service. He continued as a free conquistador with the Spaniards to fight the Maya in Yucatán in 1540. After the conquests he settled in the city of Mérida in the newly formed colony of Yucatán with his family. In 1574, the Spanish crown ordered that all slaves and free blacks in the colony had to pay a tribute to the crown. However, Toral wrote in protest of the tax based on his services during his conquests. The Spanish king responded that Toral need not pay the tax because of his service. Toral died a veteran of three transatlantic voyages and two Conquest expeditions, a man who had successfully petitioned the great Spanish King, walked the streets of Lisbon, Seville, and Mexico City, and helped found a capital city in the Americas.^[29]

Juan Valiente was born West Africa and purchased by Portuguese traders from African slavers. Around 1530 he was purchased by Alonso Valiente to be a slaved domestic servant in Puebla, Mexico. In 1533 Juan Valiente made a deal with his owner to allow him to be a conquistador for four years with the agreement that all earnings would come back to Alonso. He fought for many years in Chile and Peru. By 1540 he was a captain, horseman, and partner in Pedro de Valdivia's company in Chile. He was later awarded an estate in Santiago; a city he would help Valdivia found. Both Alonso and Valiente tried to contact the other to make an agreement about Valiente's manumission and send Alonso his awarded money. They were never able to reach each other and Valiente died in 1553 in the Battle of Tucapel.^[30]

Other black conquistadors include Pedro Fulupo, Juan Bardales, Antonio Pérez, and Juan Portugués. Pedro Fulupo was a black slave that fought in Costa Rica. Juan Bardales was an African slave that fought in Honduras and Panama. For his service he was granted manumission and a pension of 50 pesos. Antonio Pérez was from North Africa, and a free black. He joined the conquest in Venezuela and was made a captain. Juan Portugués fought in the conquests in Venezuela.^[30]

North America colonization

The conquistador Juan Ponce de León (Santervás de Campos, Valladolid, Spain). He was the first European to arrive at the current U.S. and led the first European expedition to Florida, which he named.

Statue of Cabeza de Vaca in Houston, Texas

During the 1500s, the Spanish began to travel through and colonize North America. They were looking for gold in foreign kingdoms. By 1511 there were rumours of undiscovered lands to the northwest of Hispaniola. Juan Ponce de León equipped three ships with at least 200 men at his own expense and set out from Puerto Rico on 4 March 1513 to Florida and surrounding coastal area. Another early motive was the search for the Seven Cities of Gold, or "Cibola", rumoured to have been built by Native Americans somewhere in the desert Southwest. In 1536 Francisco de Ulloa, the first documented European to reach the Colorado River, sailed up the Gulf of California and a short distance into the river's delta.^[31]

The Basques were fur trading, fishing cod and whaling in Terranova (Labrador and Newfoundland) in 1520,^[32] and in Iceland by at least the early 17th century.^[33][34] They established whaling stations at the former, mainly in Red Bay,^[35] and probably established some in the latter as well. In Terranova they hunted bowheads and right whales, while in Iceland^[36] they appear to have only hunted the latter. The Spanish fishery in Terranova declined over conflicts between Spain and other European powers during the late 16th and early 17th centuries.

In 1524 the Portuguese Estêvão Gomes, who had sailed in Ferdinand Magellan's fleet, explored Nova Scotia, sailing South through Maine, where he entered New York Harbor and the Hudson River and eventually reached Florida in August 1525. As a result of his expedition, the 1529 Diego Ribeiro world map outlined the East coast of North America almost perfectly.

Route of Narváez expedition (until November 1528), and a reconstruction of Cabeza de Vaca's later wanderings

The Spaniard Cabeza de Vaca was the leader of the Narváez expedition of 600 men^[37] that between 1527 and 1535 explored the mainland of North America. From Tampa Bay, Florida, on 15 April 1528, they marched through Florida. Traveling mostly on foot, they crossed Texas, New Mexico and Arizona, and Mexican states of Tamaulipas, Nuevo León and Coahuila. After several months of fighting native inhabitants through wilderness and swamp, the party reached Apalachee Bay with 242 men. They believed they were near other Spaniards in Mexico, but there was in fact 1500 miles of coast between them. They followed the coast westward, until they reached the mouth of the Mississippi River near to Galveston Island.

The Coronado expedition, 1540–1542

Later they were enslaved for a few years by various Native American tribes of the upper Gulf Coast. They continued through Coahuila and Nueva Vizcaya; then down the Gulf of California coast to what is now Sinaloa, Mexico, over a period of roughly eight years. They spent years enslaved by the Ananarivo of the Louisiana Gulf Islands. Later they were enslaved by the Hans, the Capoques and others. In 1534 they escaped into the American interior, contacting other Native American tribes along the way. Only four men, Cabeza de Vaca, Andrés Dorantes de Carranza, Alonso del Castillo Maldonado, and an enslaved Moroccan Berber named Estevanico, survived and escaped to reach Mexico City. In 1539, Estevanico was one of four men who accompanied Marcos de Niza as a guide in search of the fabled Seven Cities of Cibola, preceding Coronado. When the others were struck ill, Estevanico continued alone, opening up what is now New Mexico and Arizona. He was killed at the Zuni village of Hawikuh in present-day New Mexico.

The viceroy of New Spain Antonio de Mendoza, for whom is named the Codex Mendoza, commissioned several expeditions to explore and establish settlements in the northern lands of New Spain in 1540–42. Francisco Vázquez de Coronado reached Quivira in central Kansas. Juan Rodríguez Cabrillo explored the western coastline of Alta California in 1542–43.

A map showing the de Soto route through the Southeast, 1539–1542

Francisco Vázquez de Coronado's 1540–1542 expedition began as a search for the fabled Cities of Gold, but after learning from natives in New Mexico of a large river to the west, he sent García López de Cárdenas to lead a small contingent to find it. With the guidance of Hopi Indians, Cárdenas and his men became the first outsiders to see the Grand Canyon.^[38] However, Cárdenas was reportedly unimpressed with the canyon, assuming the width of the Colorado River at six feet (1.8 m) and estimating 300-foot-tall (91 m) rock formations to be the size of a person. After unsuccessfully attempting to descend to the river, they left the area, defeated by the difficult terrain and torrid weather.^[39]

In 1540, Hernando de Alarcón and his fleet reached the mouth of the Colorado River, intending to provide additional supplies to Coronado's expedition. Alarcón may have sailed the Colorado as far upstream as the present-day California–Arizona border. However, Coronado never reached the Gulf of California, and Alarcón eventually gave up and left. Melchior Díaz reached the delta in the same year, intending to establish contact with Alarcón, but the latter was already gone by the time of Díaz's arrival. Díaz named the Colorado River Río del Tizón, while the name Colorado ("Red River") was first applied to a tributary of the Gila River.

Nicolás de Ovando

In 1540, expeditions under Hernando de Alarcon and Melchior Diaz visited the area of Yuma and immediately saw the natural crossing of the Colorado River from Mexico to California by land as an ideal spot for a city, as the Colorado River narrows to slightly under 1000 feet wide in one small point. Later military expeditions that crossed the Colorado River at the Yuma Crossing include Juan Bautista de Anza's (1774).

The marriage between Luisa de Abrego, a free black domestic servant from Seville and Miguel Rodríguez, a white Segovian conquistador in 1565 in St. Augustine (Spanish Florida), is the first known and recorded Christian marriage anywhere in the continental United States.^[40]

The Chamuscado and Rodríguez Expedition explored New Mexico in 1581–1582. They explored a part of the route visited by Coronado in New Mexico and other parts in the southwestern United States between 1540 and 1542.

The viceroy of New Spain Don Diego García Sarmiento sent another expedition in 1648 to explore, conquer and colonize the Californias.

Asia and Oceania colonization, and Pacific exploration

Areas of Alaska and British Columbia Explored by Spain

Statue of Miguel López de Legazpi, Cebu City, Philippines

In 1525 Charles I of Spain ordered an expedition led by friar García Jofre de Loaísa to go to Asia by the western route to colonize the Maluku Islands (known as Spice Islands, now part of Indonesia), thus crossing first the Atlantic and then the Pacific oceans. Ruy López de Villalobos sailed to the Philippines in 1542–43. From 1546 to 1547 Francis Xavier worked in Maluku among the peoples of Ambon Island, Ternate, and Morotai, and laid the foundations for the Christian religion there.

In 1564, Miguel López de Legazpi was commissioned by the viceroy of New Spain, Luís de Velasco, to explore the Maluku Islands where Magellan and Ruy López de Villalobos had landed in 1521 and 1543, respectively. The expedition was ordered by Philip II of Spain, after whom the Philippines had earlier been named by Villalobos. El Adelantado Legazpi established settlements in the East Indies and the Pacific Islands in 1565. He was the first governor-general of the Spanish East Indies. After obtaining peace with various indigenous tribes, López de Legazpi made the Philippines the capital in 1571.

The Spanish settled and took control of Tidore in 1603 to trade spices and counter Dutch encroachment in the archipelago of Maluku. The Spanish presence lasted until 1663, when the settlers and military were moved back to the Philippines. Part of the Ternatean population chose to leave with the Spanish, settling near Manila in what later became the municipality of Ternate.

Spanish galleons travelled across the Pacific Ocean between Acapulco in Mexico and Manila.

In 1542, Juan Rodríguez Cabrillo traversed the coast of California and named many of its features. In 1601, Sebastián Vizcaíno mapped the coastline in detail and gave new names to many features. Martín de Aguilar, lost from the expedition led by Sebastián Vizcaíno, explored the Pacific coast as far north as Coos Bay in present-day Oregon.^[41]

Since the 1549 arrival to Kagoshima (Kyushu) of a group of Jesuits with St. Francis Xavier missionary and Portuguese traders, Spain was interested in Japan. In this first group of Jesuit missionaries were included Spaniards Cosme de Torres and Juan Fernandez.

In 1611, Sebastián Vizcaíno surveyed the east coast of Japan and from the year of 1611 to 1614 he was ambassador of King Felipe III in Japan returning to Acapulco in the year of 1614. In 1608, he was sent to search for two mythical islands called Rico de Oro (island of gold) and Rico de Plata (island of silver).^[42]

After 1500: West and East Africa, Asia, and the Pacific

In west Africa Cidade de Congo de São Salvador was founded some time after the arrival of the Portuguese, in the pre-existing capital of the local dynasty ruling at that time (1483), in a city of the Luezi River valley. Portuguese were established supporting one Christian local dynasty ruling suitor.

When Afonso I of Kongo was established the Roman Catholic Church in Kongo kingdom. By 1516 Afonso I sent various of his children and nobles to Europe to study, including his son Henrique Kinu a Mvemba, who was elevated to the status of bishop in 1518. Afonso I wrote a series of letters to the kings of Portugal Manuel I and João III of Portugal concerning to the behavior of the Portuguese in his country and their role in the developing slave trade, complaining of Portuguese complicity in purchasing illegally enslaved people and the connections between Afonso's men, Portuguese mercenaries in Kongo's service and the capture and sale of slaves by Portuguese.^[58]

The aggregate of Portugal's colonial holdings in India were Portuguese India. The period of European contact of Ceylon began with the arrival of Portuguese soldiers and explorers of the expedition of Lourenço de Almeida, the son of Francisco de Almeida, in 1505.^[59] The Portuguese founded a fort at the port city of Colombo in 1517 and gradually extended their control over the coastal areas and inland. In a series of military conflicts, political manoeuvres and conquests, the Portuguese extended their control over the Sinhalese kingdoms, including Jaffna (1591),^[60] Raigama (1593), Sitawaka (1593), and Kotte (1594,)^[61] but the aim of unifying the entire island under Portuguese control failed.^[62] The Portuguese, led by Pedro Lopes de Sousa, launched a full-scale military invasion of the Kingdom of Kandy in the Danture campaign of 1594. The invasion was a disaster for the Portuguese, with their entire army wiped out by Kandyan guerrilla warfare.^[63][64]

More envoys were sent in 1507 to Ethiopia, after Socotra was taken by the Portuguese. As a result of this mission, and facing Muslim expansion, Queen Regent Eleni of Ethiopia sent ambassador Mateus to King Manuel I of Portugal and to the Pope, in search of a coalition. Mateus reached Portugal via Goa, having returned with a Portuguese embassy, along with priest Francisco Álvares in 1520. Francisco Álvares book, which included the testimony of Covilhã, the Verdadeira Informação das Terras do Preste João das Indias ("A True Relation of the Lands of Prester John of the Indies") was the first direct account of Ethiopia, greatly increasing European knowledge at the time, as it was presented to the pope, published and quoted by Giovanni Battista Ramusio.^[65]

In 1509, the Portuguese under Francisco de Almeida won a critical victory in the Battle of Diu against a joint Mamluk and Arab fleet sent to counteract their presence in the Arabian Sea. The retreat of the Mamluks and Arabs enabled the Portuguese to implement their strategy of controlling the Indian Ocean.^[66]

Afonso de Albuquerque set sail in April 1511 from Goa to Malacca with a force of 1,200 men and seventeen or eighteen ships.^[67] Following his capture of the city on 24 August 1511, it became a strategic base for Portuguese expansion in the East Indies; consequently the Portuguese were obliged to build a fort they named A Famosa to defend it. That same year, the Portuguese, desiring a commercial alliance, sent an ambassador, Duarte Fernandes, to the Kingdom of Ayutthaya, where he was well received by King Ramathibodi II.^[68] In 1526, a large force of Portuguese ships under the command of Pedro Mascarenhas was sent to conquer Bintan, where Sultan Mahmud was based. Earlier expeditions by Diogo Dias and Afonso de Albuquerque had explored that part of the Indian Ocean, and discovered several islands new to Europeans. Mascarenhas served as Captain-Major of the Portuguese colony of Malacca from 1525 to 1526, and as viceroy of Goa, capital of the Portuguese possessions in Asia, from 1554 until his death in 1555. He was succeeded by Francisco Barreto, who served with the title of "governor-general".^[69]

Forte de Nossa Senhora da Conceição de Ormuz (Fort of Our Lady of the Conception), the Portuguese Castle on Hormuz Island (Iran)

Nagasaki in Japan was founded in 1570 by Portuguese explorers

To enforce a trade monopoly, Muscat, and Hormuz in the Persian Gulf, were seized by Afonso de Albuquerque in 1507, and in 1507 and 1515, respectively. He also entered into diplomatic relations with Persia. In 1513 while trying to conquer Aden, an expedition led by Albuquerque cruised the Red Sea inside the Bab al-Mandab, and sheltered at Kamaran island. In 1521, a force under António Correia conquered Bahrain, ushering in a period of almost eighty years of Portuguese rule of the Persian Gulf.^[70] In the Red Sea, Massawa was the most northerly point frequented by the Portuguese until 1541, when a fleet under Estevão da Gama penetrated as far as Suez.

In 1511, the Portuguese were the first Europeans to reach the city of Guangzhou by the sea, and they settled on its port for a commercial monopoly of trade with other nations. They were later expelled from their settlements, but they were allowed the use of Macau, which was also occupied in 1511, and to be appointed in 1557 as the base for doing business with Guangzhou. The quasi-monopoly on foreign trade in the region would be maintained by the Portuguese until the early seventeenth century, when the Spanish and Dutch arrived.

The Portuguese Diogo Rodrigues explored the Indian Ocean in 1528, he explored the islands of Réunion, Mauritius, and Rodrigues, naming it the Mascarene or Mascarenhas Islands, after his countryman Pedro Mascarenhas, who had been there before. The Portuguese presence disrupted and reorganised the Southeast Asian trade, and in eastern Indonesia they introduced Christianity.^[71] After the Portuguese annexed Malacca in August 1511, one Portuguese diary noted 'it is thirty years since they became Moors'–^[72] giving a sense of the competition then taking place between Islamic and European influences in the region. Afonso de Albuquerque learned of the route to the Banda Islands and other "Spice Islands", and sent an exploratory expedition of three vessels under the command of António de Abreu, Simão Afonso Bisigudo and Francisco Serrão.^[73] On the return trip, Francisco Serrão was shipwrecked at Hitu Island (northern Ambon) in 1512. There he established ties with the local ruler who was impressed with his martial skills. The rulers of the competing island states of Ternate and Tidore also sought Portuguese assistance and the newcomers were welcomed in the area as buyers of supplies and spices during a lull in the regional trade due to the temporary disruption of Javanese and Malay sailings to the area following the 1511 conflict in Malacca. The spice trade soon revived but the Portuguese would not be able to fully monopolize nor disrupt this trade.^[74]

Allying himself with Ternate's ruler, Serrão constructed a fortress on that tiny island and served as the head of a mercenary band of Portuguese seamen under the service of one of the two local feuding sultans who controlled most of the spice trade. Such an outpost far from Europe generally only attracted the most desperate and avaricious, and as such the feeble attempts at Christianization only strained relations with Ternate's Muslim ruler.^[74] Serrão urged Ferdinand Magellan to join him in Maluku, and sent the explorer information about the Spice Islands. Both Serrão and Magellan, however, perished before they could meet one another, with Magellan dying in battle in Macatan.^[74] In 1535 Sultan Tabariji was deposed and sent to Goa in chains, where he converted to Christianity and changed his name to Dom Manuel. After being declared innocent of the charges against him he was sent back to reassume his throne, but died en route at Malacca in 1545. He had however, already bequeathed the island of Ambon to his Portuguese godfather Jordão de Freitas. Following the murder of Sultan Hairun at the hands of the Europeans, the Ternateans expelled the hated foreigners in 1575 after a five-year siege.

Fort Jesus in Mombasa (Kenya), seen from the inside

The Portuguese first landed in Ambon in 1513, but it only became the new centre for their activities in Maluku following the expulsion from Ternate. European power in the region was weak and Ternate became an expanding, fiercely Islamic and anti-European state under the rule of Sultan Baab Ullah (r. 1570–1583) and his son Sultan Said.^[75] The Portuguese in Ambon, however, were regularly attacked by native Muslims on the island's northern coast, in particular Hitu which had trading and religious links with major port cities on Java's north coast. Altogether, the Portuguese never had the resources or manpower to control the local trade in spices, and failed in attempts to establish their authority over the crucial Banda Islands, the nearby centre of most nutmeg and mace production. Following Portuguese missionary work, there have been large Christian communities in eastern Indonesia particularly among the Ambonese.^[75] By the 1560s there were 10,000 Catholics in the area, mostly on Ambon, and by the 1590s there were 50,000 to 60,000, although most of the region surrounding Ambon remained Muslim.^[75]

Mauritius was visited by the Portuguese between 1507 (by Diogo Fernandes Pereira) and 1513. The Portuguese took no interest in the isolated Mascarene islands. Their main African base was in Mozambique, and therefore the Portuguese navigators preferred to use the Mozambique Channel to go to India. The Comoros at the north proved to be a more practical port of call.

North America

Portuguese North America (in present-day Canada); Vaz Dourado, c. 1576.

Based on the Treaty of Tordesillas, Manuel I claimed territorial rights in the area visited by John Cabot in 1497 and 1498.^[76] To that end, in 1499 and 1500, the Portuguese mariner João Fernandes Lavrador visited the northeast Atlantic coast and Greenland and the north Atlantic coast of Canada, which accounts for the appearance of "Labrador" on topographical maps of the period.^[77] Subsequently, in 1501 and 1502 the Corte-Real brothers explored and charted Greenland and the coasts of present-day Newfoundland and Labrador, claiming these lands as part of the Portuguese Empire. Whether or not the Corte-Reals expeditions were also inspired by or continuing the alleged voyages of their father, João Vaz Corte-Real (with other Europeans) in 1473, to Terra Nova do Bacalhau (Newfoundland of the Codfish), remains controversial, as the 16th century accounts of the 1473 expedition differ considerably. In 1520–1521, João Álvares Fagundes was granted donatary rights to the inner islands of the Gulf of St. Lawrence. Accompanied by colonists from mainland Portugal and the Azores, he explored Newfoundland and Nova Scotia (possibly reaching the Bay of Fundy on the Minas Basin^[78]), and established a fishing colony on Cape Breton Island, that would last some years or until at least 1570s, based on contemporary accounts.^[79]

South America

Cabral's voyage to Brazil and India, 1500

Brazil was claimed by Portugal in April 1500, on the arrival of the Portuguese fleet commanded by Pedro Álvares Cabral.^[80] The Portuguese encountered natives divided into several tribes. The first settlement was founded in 1532. Some European countries, especially France, were also sending excursions to Brazil to extract brazilwood. Worried about the foreign incursions and hoping to find mineral riches, the Portuguese crown decided to send large missions to take possession of the land and combat the French. In 1530, an expedition led by Martim Afonso de Sousa arrived to patrol the entire coast, ban the French, and to create the first colonial villages, like São Vicente, at the coast. As time passed, the Portuguese created the Viceroyalty of Brazil. Colonization was effectively begun in 1534, when Dom João III divided the territory into twelve hereditary captaincies,^[81][82] a model that had previously been used successfully in the colonization of the Madeira Island, but this arrangement proved problematic and in 1549 the king assigned a Governor-General to administer the entire colony,^[82][83] Tomé de Sousa.

The Portuguese frequently relied on the help of Jesuits and European adventurers who lived together with the aborigines and knew their languages and culture, such as João Ramalho, who lived among the Guaianaz tribe near today's São Paulo, and Diogo Álvares Correia, who lived among the Tupinamba natives near today's Salvador de Bahia.

The Portuguese assimilated some of the native tribes^[84] while others were enslaved or exterminated in long wars or by European diseases to which they had no immunity.^[85][86] By the mid-16th century, sugar had become Brazil's most important export^[87][88] and the Portuguese imported African slaves^[89][90] to produce it.

The Portuguese victory at the Second Battle of Guararapes, ended Dutch presence in Brazil.

Mem de Sá was the third Governor-General of Brazil in 1556, succeeding Duarte da Costa, in Salvador of Bahia when France founded several colonies. Mem de Sá was supporting of Jesuit priests, Fathers Manuel da Nóbrega and José de Anchieta, who founded São Vicente in 1532, and São Paulo, in 1554.

António Raposo Tavares, a bandeirante, led in 1648–1652 the largest continental expedition made in the Americas until then, from São Paulo to the east, near the Andes (via Mato Grosso, the Paraguay River, the Grande River, the Mamoré River, and the Madeira River), and to the Amazon River and the Atlantic

French colonists tried to settle in present-day Rio de Janeiro, from 1555 to 1567, the so-called France Antarctique episode, and in present-day São Luís, from 1612 to 1614 the so-called France Équinoxiale. Through wars against the French the Portuguese slowly expanded their territory to the southeast, taking Rio de Janeiro in 1567, and to the northwest, taking São Luís in 1615.^[91]

The Dutch sacked Bahia in 1604, and temporarily captured the capital Salvador.

In the 1620s and 1630s, the Dutch West India Company established many trade posts or colonies. The Spanish silver fleet, which carried silver from Spanish colonies to Spain, were seized by Piet Heyn in 1628. In 1629 Suriname and Guyana were established. In 1630 the West India Company conquered part of Brazil, and the colony of New Holland (capital Mauritsstad, present-day Recife) was founded.

John Maurice of Nassau prince of Nassau-Siegen, was appointed as the governor of the Dutch possessions in Brazil in 1636 by the Dutch West India Company on recommendation of Frederick Henry. He landed at Recife, the port of Pernambuco and the chief stronghold of the Dutch, in January 1637. By a series of successful expeditions, he gradually extended the Dutch possessions from Sergipe on the south to São Luís de Maranhão in the north.

In 1624 most of the inhabitants of the town Pernambuco (Recife), in the future Dutch colony of Brazil were Sephardic Jews who had been banned by the Portuguese Inquisition to this town at the other side of the Atlantic Ocean. As some years afterward the Dutch in Brazil appealed to Holland for craftsmen of all kinds, many Jews went to Brazil; about 600 Jews left Amsterdam in 1642, accompanied by two distinguished scholars – Isaac Aboab da Fonseca and Moses Raphael de Aguilar. In the struggle between Holland and Portugal for the possession of Brazil the Dutch were supported by the Jews.

From 1630 to 1654, the Dutch set up more permanently in the Nordeste and controlled a long stretch of the coast most accessible to Europe, without, however, penetrating the interior. But the colonists of the Dutch West India Company in Brazil were in a constant state of siege, in spite of the presence in Recife of John Maurice of Nassau as governor. After several years of open warfare, the Dutch formally withdrew in 1661.

Portuguese sent military expeditions to the Amazon Rainforest and conquered British and Dutch strongholds,^[92] founding villages and forts from 1669.^[93] In 1680 they reached the far south and founded Sacramento on the bank of the Rio de la Plata, in the Eastern Strip region (present-day Uruguay).^[94]

In the 1690s, gold was discovered by explorers in the region that would later be called Minas Gerais (General Mines) in current Mato Grosso and Goiás.

Before the Iberian Union period (1580–1640), Spain tried to prevent Portuguese expansion into Brazil with the 1494 Treaty of Tordesillas. After the Iberian Union period, the Eastern Strip were settled by Portugal. This was disputed in vain, and in 1777 Spain confirmed Portuguese sovereignty.

Strategy

One factor was the ability of the conquistadors to manipulate the political situation between indigenous peoples and make alliances against larger empires. To beat the Inca civilization, they supported one side of a civil war. The Spanish overthrew the Aztec civilization by allying with natives who had been subjugated by more powerful neighbouring tribes and kingdoms. These tactics had been used by the Spanish, for example, in the Granada War, the conquest of the Canary Islands and conquest of Navarre. Throughout the conquest, the indigenous people greatly outnumbered the conquistadors; the conquistador troops never exceeded 2% of the native population. The army with which Hernán Cortés besieged Tenochtitlan was composed of 200,000 soldiers, of which fewer than 1% were Spaniards.^[98]: 178

Tactics

Spanish and Portuguese forces were capable of quickly moving long distances in foreign land, allowing for speed of maneuver to catch outnumbering forces by surprise. Wars were mainly between clans, expelling intruders. On land, these wars combined some European methods with techniques from Muslim bandits in Al-Andalus. These tactics consisted of small groups who attempted to catch their opponents by surprise, through an ambush.

In Mombasa, Vasco da Gama resorted to attacking Arab merchant ships, which were generally unarmed trading vessels without heavy cannons.

Weapons and animals

Weapons

Spanish conquistador in the Pavilion of Navigation in Seville, Spain.

Spanish conquistadors in the Americas made extensive use of swords, pikes, and crossbows, with arquebuses becoming widespread only from the 1570s.^[115] A scarcity of firearms did not prevent conquistadors to pioneer the use of mounted arquebusiers, an early form of dragoon.^[115] In the 1540s Francisco de Carvajal's use of firearms in the Spanish civil war in Peru prefigured the volley fire technique that developed in Europe many decades after.^[115]

Animals

Basque Countrymen near the France–Spain border in 1898, with characteristic horse, donkey and dogs. These were the type of animals introduced to America.

Spanish Mastiff used in expeditions and guard

Animals were another important factor for Spanish triumph. On the one hand, the introduction of the horse and other domesticated pack animals allowed them greater mobility unknown to the Indian cultures. However, in the mountains and jungles, the Spaniards were less able to use narrow Amerindian roads and bridges made for pedestrian traffic, which were sometimes no wider than a few feet. In places such as Argentina, New Mexico and California, the indigenous people learned horsemanship, cattle raising, and sheep herding. The use of the new techniques by indigenous groups later became a disputed factor in native resistance to the colonial and American governments.

The Spaniards were also skilled at breeding dogs for war, hunting and protection. The mastiffs, Spanish war dogs,^[116] and sheep dogs they used in battle were effective as a psychological weapon against the natives, who, in many cases, had never seen domesticated dogs. Although some indigenous peoples did have domestic dogs during the conquest of the Americas, Spanish conquistadors used Spanish Mastiffs and other Molossers in battle against the Taíno, Aztecs, and Maya. These specially trained dogs were feared because of their strength and ferocity. The strongest big breeds of broad-mouthed dogs were specifically trained for battle. These war dogs were used against barely clothed troops. They were armoured dogs trained to kill and disembowel.^[117]

The most famous of these dogs of war was a mascot of Ponce de Leon called Becerrillo, the first European dog known to reach North America; another famous dog called Leoncico, the son of Becerillo, and the first European dog known to see the Pacific Ocean, was a mascot of Vasco Núñez de Balboa and accompanied him on several expeditions.

Navigation

In the thirteenth century they were guided by the sun position. For celestial navigation like other Europeans, they used Greek tools, like the astrolabe and quadrant, which they made easier and simpler. They also created the cross-staff, or cane of Jacob, for measuring at sea the height of the sun and other stars. The Southern Cross became a reference upon the arrival of João de Santarém and Pedro Escobar in the Southern hemisphere in 1471, starting its use in celestial navigation. The results varied throughout the year, which required corrections. To address this the Portuguese used the astronomical tables (Ephemeris), a precious tool for oceanic navigation, which spread widely in the fifteenth century. These tables revolutionized navigation, enabling latitude calculations. The tables of the Almanach Perpetuum, by astronomer Abraham Zacuto, published in Leiria in 1496, were used along with its improved astrolabe, by Vasco da Gama and Pedro Alvares Cabral.

Ship design

A Portuguese caravel

The ship that truly launched the first phase of the discoveries along the African coast was the Portuguese caravel. Iberians quickly adopted it for their merchant navy. It was a development based on African fishing boats. They were agile and easier to navigate, with a tonnage of 50 to 160 tons and one to three masts, with lateen triangular sails allowing luffing. The caravel particularly benefited from a greater capacity to tack. The limited capacity for cargo and crew were their main drawbacks, but have not hindered its success. Limited crew and cargo space was acceptable, initially, because as exploratory ships, their "cargo" was what was in the explorer's discoveries about a new territory, which only took up the space of one person.^[118] Among the famous caravels are Berrio and Caravela Annunciation. Columbus also used them in his travels.

Long oceanic voyages led to larger ships. "Nau" was the Portuguese archaic synonym for any large ship, primarily merchant ships. Due to the piracy that plagued the coasts, they began to be used in the navy and were provided with cannon windows, which led to the classification of "naus" according to the power of its artillery. The carrack or nau was a three- or four-masted ship. It had a high rounded stern with large aftcastle, forecastle and bowsprit at the stem. It was first used by the Portuguese, and later by the Spanish. They were also adapted to the increasing maritime trade. They grew from 200 tons capacity in the 15th century to 500. In the 16th century they usually had two decks, stern castles fore and aft, two to four masts with overlapping sails. In India travels in the sixteenth century used carracks, large merchant ships with a high edge and three masts with square sails, that reached 2,000 tons.

Winds and currents

North Atlantic
gyre

North Atlantic
gyre

North Atlantic
gyre

Indian
Ocean
gyre

North
Pacific
gyre

South
Pacific
gyre

South Atlantic
        gyre

World map of the five major ocean gyres

Besides coastal exploration, Portuguese ships also made trips further out to gather meteorological and oceanographic information. These voyages revealed the archipelagos of Bissagos Islands where the Portuguese were defeated by native people in 1535, Madeira, the Azores, Cape Verde, Sao Tome, Trindade and Martim Vaz, Saint Peter and Saint Paul Archipelago, Fernando de Noronha, Corisco, Elobey Grande, Elobey Chico Annobón Island, Ascension Island, Bioko Island, Falkland Islands, Príncipe Island, Saint Helena Island, Tristan da Cunha Island and Sargasso Sea.

The knowledge of wind patterns and currents, the trade winds and the oceanic gyres in the Atlantic, and the determination of latitude led to the discovery of the best ocean route back from Africa: crossing the Central Atlantic to the Azores, using the winds and currents that spin clockwise in the Northern Hemisphere because of atmospheric circulation and the effect of Coriolis, facilitating the way to Lisbon and thus enabling the Portuguese to venture farther from shore, a manoeuvre that became known as the "volta do mar" (return of the sea). In 1565, the application of this principle in the Pacific Ocean led the Spanish discovering the Manila galleon trade route.

Cartography

Portolan of Angelino Dulcert (1339) showing Lanzarote island

Pre-mercator navigation chart of the Coast of Africa (1571), by Fernão Vaz Dourado (Torre do Tombo, Lisbon)

In 1339 Angelino Dulcert of Majorca produced the portolan chart map. Evidently drawing from the information provided in 1336 by Lanceloto Malocello sponsored by King Dinis of Portugal. It showed Lanzarote island, named Insula de Lanzarotus Marocelus and marked by a Genoese shield, as well as the island of Forte Vetura (Fuerteventura) and Vegi Mari (Lobos), although Dulcert also included some imaginary islands himself, notably Saint Brendan's Island, and three islands he names Primaria, Capraria and Canaria.^[119]

Mestre Jacome was a Majorcan cartographer induced by Portuguese prince Henry the Navigator to move to Portugal in the 1420s to train Portuguese map-makers in Majorcan-style cartography.^[120] 'Jacome of Majorca' is even sometimes described as the head of Henry's observatory and "school" at Sagres.^[121]

It is thought that Jehuda Cresques, son of Jewish cartographer Abraham Cresques of Palma in Majorca, and Italian-Majorcan Angelino Dulcert were cartographers at the service of Prince Henry. Majorca had many skilled Jewish cartographers. However, the oldest signed Portuguese sea chart is a Portolan made by Pedro Reinel in 1485 representing the Western Europe and parts of Africa, reflecting the explorations made by Diogo Cão. Reinel was also author of the first nautical chart known with an indication of latitudes in 1504 and the first representation of a wind rose.

With his son, cartographer Jorge Reinel and Lopo Homem, they participated in the making of the atlas known as "Lopo Homem-Reinés Atlas" or "Miller Atlas", in 1519. They were considered the best cartographers of their time. Emperor Charles V wanted them to work for him. In 1517 King Manuel I of Portugal handed Lopo Homem a charter giving him the privilege to certify and amend all compass needles in vessels.

The third phase of nautical cartography was characterized by the abandonment of Ptolemy's representation of the East and more accuracy in the representation of lands and continents. Fernão Vaz Dourado (Goa ≈1520 – ≈1580), produced work of extraordinary quality and beauty, giving him a reputation as one of the best cartographers of the time. Many of his charts are large scale.

• 
  Portuguese Empire
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  Spanish Empire
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  Iberian Union (1581–1640)
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  The Magellan–Elcano voyage. The first travel around the world.
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  The Manila-Acapulco trade route started in 1568 and Spanish treasure fleets (white) and its eastwards rivals, the Portuguese India Armadas routes of 1498–1640 (blue)

People in the service of Spain

People in the service of Portugal