AP® World History: Modern · Unit 4 · Topic 4.2

Why Europe Sailed

Portugal and Spain sailed first because they sat at the far end of a trade chain where every Middle Eastern and Italian middleman had already marked up Asian goods, giving them the strongest motive to cut a route of their own.

Picture pepper grown in India. By the time it reaches a buyer in Lisbon, it has passed through Indian Ocean traders, Arab merchants crossing the Red Sea or the Persian Gulf, overland caravans taxed at every border and checkpoint in the eastern Mediterranean, and finally Venetian or Genoese ships carrying it across the Mediterranean to Western Europe. Each link in that chain takes a cut. A sack of pepper that cost little in India might sell in Lisbon for twenty times as much, and almost none of that markup rewards the pepper itself. It rewards distance from the source.

That markup hit Iberian kingdoms hardest, because Portugal and Spain sat at the literal end of the line, far from the Mediterranean hubs where Italian city-states like Venice and Genoa already had lucrative deals locked in with Middle Eastern intermediaries. Venice and Genoa were rich precisely because they controlled the last leg of the overland-to-sea handoff. Portugal and Spain had no such position to defend and no existing arrangement to protect, so they had every reason to gamble on a different route and nothing to lose by trying. Small, competing Iberian monarchies also had a political motive: a crown that funded a successful voyage gained glory, revenue, and leverage over rival dynasties, so competition between Portugal, Castile, and Aragon pushed each to back risky expeditions before a rival did.

It is tempting to credit the Ottoman Empire's conquest of Constantinople and control of the eastern Mediterranean with forcing Portugal's hand, but the Ottomans taxed and regulated trade rather than shutting it down. Goods still moved overland. Portugal's voyages around Africa were driven just as much by the ambition to seize the spice trade directly and keep the profit, which is exactly what happened once Vasco da Gama reached India by sea in 1498.

Key terms

Middleman markup
The added cost each intermediary trader charges as goods pass through their hands on the way to the final buyer.
Iberian kingdoms
Portugal and Spain, the two competing monarchies on the western edge of Eurasia that funded early oceanic voyages.
Spice trade
The lucrative exchange of pepper, cloves, and other Asian spices that European states competed to control directly.
Vasco da Gama
Portuguese navigator who reached India by sailing around Africa in 1498, opening a direct sea route to Asian spices.

Watch it explained

  1. How it worksShow me the chain from expensive pepper in Lisbon back to a caravan tax in the eastern Mediterranean.
  2. How it worksHow does competition between small rival states push each one to fund risky voyages?
  3. Common mistakeWhy doesn't the Ottoman Empire blocking trade fully explain the Portuguese sailing around Africa?
  4. Going furtherWhat happens to Venice's fortune once pepper starts arriving by sea instead of overland?

Check yourself

Your turn1 of 2
Portugal and Spain, sitting on the relatively poor western edge of the Eurasian landmass, became the first states to fund sustained oceanic voyages of exploration, rather than wealthier states closer to the heart of existing Eurasian trade. What most directly explains this?

End of topic.