Why were Spain and Portugal so backwards compared to Northern Europe by 1900?

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civfanatic

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By the early 20th century, countries like Britain and Sweden were industrialized states with very high GDP per capita and very high literacy rates, while Spain and Portugal were very backwards and primitive states with very little industrial development and very illiterate populations. As late as 1910, as many as 50% of Spaniards were illiterate, and only a mere 25% of Portuguese knew how to read and write. Portugal and Spain were probably closer to North Africa than Britain in terms of socioeconomic development. Even Russia, which had a literacy rate comparable to Portugal at the beginning of the 20th century, became rapidly modernized under Stalinist rule, and by 1950 had one of the most highly educated and literate populations in the world. Portugal, however, continued to lag behind; as late as 1950, it had a literacy rate of just 55% (comparable to poor Middle Eastern countries), and it was only a couple decades ago that Portugal achieved near-universal literacy (>95%).

Quoting from "A Historical Perspective on Child Labour in Portugal, 1950-2001" by Pedro Goulart and Arjun S. Bedi:

xoLWiEZ.png



Likewise in Spain, illiteracy was rife until the later 20th century. In fact, even Spanish colonies like Argentina had significantly higher literacy rates than Spain itself, and this was probably a major factor in why Argentina experienced greater economic growth than Spain (in the early 20th century, Argentina had one of the highest per capita incomes in the world, far surpassing Iberian nations). Argentines of Spaniard descent had a literacy rate of 74% in 1914, while Spaniards living in Spain had an average literacy rate of just 50% during the same time period. Quoting from p.414 of the Cambridge Economic History of Latin America, Vol. 2:

hLr6GAq.png



In strong contrast, England by the mid-18th century already had literacy rates higher than Portugal in the 20th century, and comparable to Spain in the 20th century:

mnhJ6d7.png



Likewise in Scandinavia, the work of Egil Johansson has showed conclusively that even as early as the late 17th century, the percentage of Swedes who could read was likely higher than the percentage of Spaniards and Portuguese who could read in the 20th century. The following table is from p.176 of Literacy and Social Development in the West by Harvey J. Graff (ed.), which contains a section written by Egil Johansson on reading ability and educational traditions in Sweden. The table lists reading ability (organized by age-group) in three Swedish localities in the late 17th and early 18th centuries:

doK4epn.png



By 1800, a majority of adults in Protestant Northwestern Europe were literate, while the same would not be achieved throughout the Iberian Peninsula until the second half of 20th century. Even the Soviet Union and other Marxist-Leninist eastern European states achieved much higher literacy rates than the Iberian nations, and achieved this in much faster time. What are the reasons for this vast disparity in social development between the Iberian peninsula and other parts of Europe, especially the Protestant North?
 
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nerd

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Literacy rate reporting has always been highly political and manipulated.

Currently the US is generally listed as 99.9%+, yet ....

According to a study conducted in late April by the U.S. Department of Education and the National Institute of Literacy, 32 million adults in the U.S. can’t read. That’s 14 percent of the population. 21 percent of adults in the U.S. read below a 5th grade level, and 19 percent of high school graduates can’t read.
 
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Xeorm

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If I had to take a stab? Lack of strong, central leadership and a lack of resources. Russia didn't have much in the way of resources, but it did become quickly centralized and focused their resources on improving their state. Given how important literacy rate is to the success of a nation, no surprise they were able to improve things drastically.

Other nations had a combination of leadership and resources. Spain has spent a surprisingly large amount of time being fractured. Didn't help at all that their whole fling with empire was winding down just as industrialization happened. Heart attack just as they approached the finish line.

And yea. Literacy rates statistics are always going to be really wonky. Don't take them as anything absolute.
 
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Semper Victor

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For the forumites who can read Spanish, here you can find an interesting paper by Gloria Espigado about illiteracy in Spain in the late quarter of the XIX century, with plenty of maps and charts, and analyzing the statistics without accepting them uncritically.

She begins her paper by quoting an article written in 1900 by Federico Olóriz, professor of Pharmacy and Medicine at the University of Madrid, for the Boletín de la Institución Libre de Enseñanza, a radical avantgarde institution whose task was to help propagate literacy and culture in Spain. Olóriz analyzed the data of the 1887 census, which gave a level of illiteracy of 68% for Spain as a whole, and compared it with other European countries in the decade of 1890:

Ireland: 35%
France: 36%
Belgium: 42%
Cisleithanian provinces of the Austro-Hungarian empire: 44%
Kingdom of Hungary (within the Austro-Hungarian empire): 57%
Italy: 63%
Portugal: 79%
Bulgaria: 80%
Rumania: 93%​

But Olóriz already warned that Spanish statistics were unreliable because they included within them children under the age of 6, who could not be realistically expected to be literate, while the statistics in other European countries left them apart.

Olóriz analyzed the statistics, and gave the following numbers:

Illiteracy levels for people between 10-35 years of age: 57.2%
Illiteracy levels for people between 35 and 65 years of age: 65,4%​

The difference comes from the fact that the younger generations had in theory been schooled because they had entered school age after the promulgation of the Law of Education of Claudio Moyano.

Espigado offers in her paper a table with the rates of illiteracy for Spanish provinces in 1877, considering only the population older than 10 years of age:
Screenshot_3.png


As you can see, the distribution of illiteracy rates across the contry was extremely uneven, to the point that there was a group of provinces in northern Spain (Old Castile, Cantabia, Asturias, Navarre, Rioja, Basque Country) with illiteracy rates comparable to other European countries (not to Prussia, the Netherlands or Scandinavia, but comparable to France or Belgium), while especially in the southern half of the country the situation was a disaster.
 
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Sleepyhead

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Northern European States had high literacy because the Lutheran church required everyone to read the small Catechism.

Concerning development; it's because of institutions. I recommend Why Nations Fail if you want to see why Spain had worse ones at this point in time compared to other countries.
 

Avernite

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Northern European States had high literacy because the Lutheran church required everyone to read the small Catechism.

Concerning development; it's because of institutions. I recommend Why Nations Fail if you want to see why Spain had worse ones at this point in time compared to other countries.
It also helps, at least for the Netherlands and Britain, that they were rich urban(izing) societies.
 

Sleepyhead

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It also helps, at least for the Netherlands and Britain, that they were rich urban(izing) societies.
And yet the Nordics were one of the poorest and most sparsely populated areas ;)

Urbanisation is btw an indicator of economic growth and highly correlated with it.
 

Avernite

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And yet the Nordics were one of the poorest and most sparsely populated areas ;)

Urbanisation is btw an indicator of economic growth and highly correlated with it.
Yeah, but the Netherlands had twice the literacy of Sweden by 1750 (85% to 48%).

Wealth and cultural factors both help. When you have both, you get very early literacy, when you have one you get okay rates (Sweden/France), when you have neither you lag.
 

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The cultural factor must be acknowledged, but it's not the only reason for Spain's rate of illiteracy. If the only reason were the attitude of the Catholic Church towards literacy (which played a part, don't get me wrong), then the illiteracy rates should have been similar in Spain to France or Belgium, and they were not. And it also does not explain why precisely those areas in the country which were precisely the more staunchly Catholic and traditionalist ones (like Old Castile, Navarre and the Basque Country) were precisely the ones with better rates of literacy, almost comparable with those existing north of the Pyrenées.

What could explain (in part) the north/south divide in literacy rates is the different social structures in northern and southern Spain, as southern Spain (especially Andalusia and Extremadura) was the land of latifundia, where peasants earned a miserable living as hired workforce for the great landowners. But even this social peculiarity does not help to explain why high rates of illiteracy existed in parts of the country were latifundia were not predominant, like Murcia or Valencia.
 

HuzzButt

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The reason as to why Swedish and Norwegian farmers were relatively well off compared to Spanish farmers isn't so much a cultural issue as it is down to the short growing season and necessary diversification for subsistence. Nordic farmers were not farmers in the same sense as farmers were in Souther Europe, the average person would have had to hold down several different jobs during the years. Commercial fishing was ubiquitous both inland and by the sea so was ore gathering/mining (depending on location). A Swedish farmer had metal because he produced metal, not because our society ordained it.

Swedish farmers were miserable no question about it but the way they were miserable was conducive to a rapid industrialization.
 
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BBBD316

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Well I know playing Vicky 2 that Sweden in the 1840's-50's introduced schooling for most children, same in Prussia.
 

Andrelvis

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What are the reasons for this vast disparity in social development between the Iberian peninsula and other parts of Europe, especially the Protestant North?

One reason is educational inequality, which is greater in Southern Europe. Even today, this issue is strongly present. Portugal has one of worsts secondary school completion rates in the countries analyzed by the OECD (43.3%)[1], and Spain is also not doing well in that regard (having a rate of 56.6%). This pales in comparison with countries like Poland, which have a secondary school completion rate of 90.5%. And yet, despite such low secondary school completion rates, Iberian countries score decently on average years of education: Portugal has 17.4, while Spain has 17.7. Poland has only a little bit more, scoring 17.9.

How is this possible? Iberian countries are lands of professors and peasants: there are a few people who are extremely well-educated, while the great mass of people is rather poorly-educated.
 

Andrelvis

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What could explain (in part) the north/south divide in literacy rates is the different social structures in northern and southern Spain, as southern Spain (especially Andalusia and Extremadura) was the land of latifundia, where peasants earned a miserable living as hired workforce for the great landowners. But even this social peculiarity does not help to explain why high rates of illiteracy existed in parts of the country were latifundia were not predominant, like Murcia or Valencia.

In the paper "Analfabetismo no Brasil: configuração e gênese das desigualdades regionais" (Alceu Ravanello Ferraro and Daniel Kreidlow, 2004) the authors found a positive correlation between the presence of latifundia and lower literacy rates. Very interesting is that they also discovered that the land of a region being divided in small properties that are so diminutive as to not be able to support a household had a similar literacy-reducing effect to being a region of latifundia (such very small properties usually appear after generations of dividing landed properties between children). So perhaps that could be what happened in Valencia and Murcia too.
 

Semper Victor

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In the paper "Analfabetismo no Brasil: configuração e gênese das desigualdades regionais" (Alceu Ravanello Ferraro and Daniel Kreidlow, 2004) the authors found a positive correlation between the presence of latifundia and lower literacy rates. Very interesting is that they also discovered that the land of a region being divided in small properties that are so diminutive as to not be able to support a household had a similar literacy-reducing effect to being a region of latifundia (such very small properties usually appear after generations of dividing landed properties between children). So perhaps that could be what happened in Valencia and Murcia too.

Hum, I mostly agree with your post. The quintessential example of minifundia in Spain is not the Mediterranean coast, but Galicia, and as you can see in the map in my previous post illiteracy rates there were indeed higher than in other parts of northern Spain. But land ownership in Valencia, Murcia, Aragon or Catalonia (where except for Barcelona illiteracy rates were quite high too) fell not in either extreme.

The correlation between latifundia and low literacy rates seems quite evident: after all, jornaleros had no incentives to become literate, and landowners also disliked the idea. Literacy began making progress in those lands with the spread of Anarchist idelogy in the late decade of the XIX century, as Anarchists founded many schools for adults and institutions oriented towards spreading the written culture amongst the masses (ateneos, libraries, etc.).

But still, neither minifundia nor latifundia can be blamed for the low literacy rates in those provinces where they did not exist.
 
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Semper Victor

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One reason is educational inequality, which is greater in Southern Europe. Even today, this issue is strongly present. Portugal has one of worsts secondary school completion rates in the countries analyzed by the OECD (43.3%)[1], and Spain is also not doing well in that regard (having a rate of 56.6%). This pales in comparison with countries like Poland, which have a secondary school completion rate of 90.5%. And yet, despite such low secondary school completion rates, Iberian countries score decently on average years of education: Portugal has 17.4, while Spain has 17.7. Poland has only a little bit more, scoring 17.9.

How is this possible? Iberian countries are lands of professors and peasants: there are a few people who are extremely well-educated, while the great mass of people is rather poorly-educated.

Personally, I felt this reality in my first year at university (1994-5): the change between secondary education and university education was abysmal, almost as if I landed in another planet. And not only because of the quality of teachers, but also the quality of pupils. In my opinion, there's some truth in that vision of a country of licenciados and illiterate peasants (who on top of it are perfectly okay with being so).
 
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MrTrt

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How is this possible? Iberian countries are lands of professors and peasants: there are a few people who are extremely well-educated, while the great mass of people is rather poorly-educated.

This. And that has been so pretty much forever. That was one of the main reasons of the failure of Spain as state from early XIX century all the way up to the death of Franco, and especially in the period of time from the first to the second republics. People in the big cities and the intelectual elite were more or less the same as those you could found in the rest of Europe, so they wanted their country to be like the rest of Europe, and tried to govern it as they would govern the rest of Europe. Complete failure.

Personally, I felt this reality in my first year at university (1994-5): the change between secondary education and university education was abysmal, almost as if I landed in another planet. And not only because of the quality of teachers, but also the quality of pupils. In my opinion, there's some truth in that vision of a country of licenciados and illiterate peasants (who on top of it are perfectly okay with being so).

This has been my first year of University and it has not changed at all. Well, maybe I got that feeling when I started Bachillerato instead, but still the vast majority of the people of that age are those "illiterate peasants" you refer to. And I would go a step further, in some cases it's not that they're okay with being so, it's that they're proud of being so. We only have to watch at the huge audiencies Telecinco* gets.

*For those who don't know: it's a TV channel whose schedule is like 90% junk TV
 

Okawoa

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I can't speak about Spain but Portugal's problem was colonization without industrialization. All its sailing ventures were very manpower intensive for such a small country - many sailors died early. There was allot of death in the educated class, being sent as a governor to Angolia was considered a deathwish because of tropical illnesses. During the 18th-early 19th century the Portugese were more likely than most Europeans to assimilate with local populations, decreasing the need to write to relatives. The most important trade was slavery didn't require much literacy overall.

Portugal from the mid-19th century made a horrible mistake. The British cracked down on slavery and all the "illegal" savings flooded into Lisbon. This vast sum was not reinvested into Portugal but used in African expansion which never recouped its costs. Immigration of white Portugese into Brazil.1.5 never paid off, although it kept social pressure at bay and made Portugal look prestigieuse. The only thing keeping Portugal afloat was its re-export trade. After 1890 the empire is made to look like a sham, the Monarchy is killed.
 

Axadder

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I think that one of the reasons for such low industrialization and literacy rates in Spain in the 1900´s was the extreme unstable political stage along the XIX century:

- 1808-1814: the Independence war against the french, with three abdications in the first year, left Spain completely devastated and ruled by Napoleon´s brother.
- 1814 - 1820: Fernando VII ruled, an absolutist king who brought very big stepbacks in almost every aspect of government and society.
- 1820 - 1823: coup d´etat by Rafael de Riego, 3 years of liberal government.
- 1823 - 1833: Fernando VII is restablished as king with a little help from France. Absolutism is back, just to revoke all the liberal reforms from the previous government.
- 1833 - 1843: Regency of Maria Cristina and general Espartero, in behalf of Isabel II. Liberal splitted into two factions: moderates and progressists, enacting minor reforms.
- 1843 - 1868: rule of Isabel II, when the Industrial Revolution took place in Spain and the liberal government put down roots in Spain. Isabel II´s rule was so erratic and terrible that a revolution was started in 1868.
- 1868 - 1871: the revolution led to a kingless monarchy, with the spanish in the search for one.
- 1871 - 1873: Amadeo de Savoya was chosen and crowned as king, but fled from Spain scared of its ingovernability and corruption.
- 1873 - 1874: the First Republic is established, with four presidents in one year and some minor revolts.
- 1874 - 1902: the Borbons are back.

So, along the XIX century in Spain we had:
- Very different types of government (puppet state, monarchy, constitutional monarchy, republic and regency), which made enacting reforms and rights really difficult.
- 8 different constitutions, swinging back and forth from absolutism to liberal.
- 3 civil wars (guerras Carlistas) in 1833, 1846 and 1872.
- The loss of all the colonies, which led Spain not only in economic poverty, but also emotional and national pride.
- The powerful aristocracy and clergy pushing back the educational, political and social reforms, no matter the government type.
- A never-ending corruption, which continues till today.

That led to a disastrous beginning of the XX century, with Spain tying his laces as the rest of Europe was running at full speed.
 
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Galaahd

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Personally, I felt this reality in my first year at university (1994-5): the change between secondary education and university education was abysmal, almost as if I landed in another planet. And not only because of the quality of teachers, but also the quality of pupils. In my opinion, there's some truth in that vision of a country of licenciados and illiterate peasants (who on top of it are perfectly okay with being so).

To be honest, I feel it's the case everywhere.

I've been completely astonished by the ignorance of high schoolers in some advanced countries in Europe (Sweden, for instance) or the U.S.
 

kaoss

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I think that one of the reasons for such low industrialization and literacy rates in Spain in the 1900´s was the extreme unstable political stage along the XIX century:
And up to 8 "pronunciamientos", soft military coups to replace government, which certainly did not contribute to political stability.