Historical materialism is the term used to describe

Karl Marx Karl Heinrich Marx (; 5 May 1818 – 14 March 1883) was a German philosopher, economist, historian, sociologist, political theorist, journalist, critic of political economy, and socialist revolutionary. His best-known titles are the 1848 ...

's theory of history. Marx locates historical change in the rise of class societies and the way humans labor together to make their livelihoods. For Marx and his lifetime collaborator,

Friedrich Engels Friedrich Engels ( ,"Engels"
'' mode of production. Historical materialism provides a challenge to the view that historical processes have come to a close and that

capitalism Capitalism is an economic system based on the private ownership of the means of production and their operation for profit. Central characteristics of capitalism include capital accumulation, competitive markets, price system, private ...

is the end of history. Although Marx never brought together a formal or comprehensive description of historical materialism in one published work, his key ideas are woven into a variety of works from the 1840s onward. Since Marx's time, the theory has been modified and expanded. It now has many Marxist and non-Marxist variants.

Enlightenment views of history

Marx's view of history is shaped by his engagement with the intellectual and philosophical movement known as the Age of Enlightenment and the profound scientific, political, economic and social transformations that took place in Britain and other parts of Europe in the 16th, 17th and 18th centuries.

The 'spirit of liberty'

Enlightenment thinkers responded to the worldly transformations by promoting individual liberty and attacking religious dogmas and the divine right of kings. A swathe of thinkers including

Hobbes Thomas Hobbes ( ; 5/15 April 1588 – 4/14 December 1679) was an English philosopher, considered to be one of the founders of modern political philosophy. Hobbes is best known for his 1651 book ''Leviathan'', in which he expounds an influ ...

(1588–1679),

Montesquieu Charles Louis de Secondat, Baron de La Brède et de Montesquieu (; ; 18 January 168910 February 1755), generally referred to as simply Montesquieu, was a French judge, man of letters, historian, and political philosopher. He is the princi ...

(1689–1755),

Voltaire François-Marie Arouet (; 21 November 169430 May 1778) was a French Enlightenment writer, historian, and philosopher. Known by his '' nom de plume'' M. de Voltaire (; also ; ), he was famous for his wit, and his criticism of Christianity—e ...

(1694–1778), Smith (1723–1790),

Turgot Turgot may refer to: * Turgot of Durham ( – 1115), Prior of Durham and Bishop of St Andrews * Michel-Étienne Turgot (1690–1751), mayor of Paris * Anne Robert Jacques Turgot Anne Robert Jacques Turgot, Baron de l'Aulne ( ; ; 10 May 172718 ...

(1727–1781) and

Condorcet Marie Jean Antoine Nicolas de Caritat, Marquis of Condorcet (; 17 September 1743 – 29 March 1794), known as Nicolas de Condorcet, was a French philosopher and mathematician. His ideas, including support for a liberal economy, free and equal p ...

(1743–1794) detached from the ecclesiastical interpretation of the world and offered new scientific studies of human nature, history, economics and society. Some philosophers, for example, Vico (1668–1744),

Herder A herder is a pastoral worker responsible for the care and management of a herd or flock of domestic animals, usually on open pasture. It is particularly associated with nomadic or transhumant management of stock, or with common land grazi ...

(1744–1803) and

Hegel Georg Wilhelm Friedrich Hegel (; ; 27 August 1770 – 14 November 1831) was a German philosopher. He is one of the most important figures in German idealism and one of the founding figures of modern Western philosophy. His influence extends a ...

(1770–1831), sought to discover an organizing theme, meaning, or direction in human history. For many Enlightenment philosophers, the power of ideas became the mainspring for understanding historical change and the rise and fall of civilizations. History was the gradual advance of the ‘spirit of liberty’ or the growth of nationalism or democracy, rationality and law. This view of history remains popular to this day.

'Great man' history

Marx rejected the enlightenment view that ideas alone were the driving force in society or that the underlying cause for the rise and fall of kingdoms, empires and states, was due to the actions of people at the top of society: kings, queens, emperors, generals, or religious leaders. The 'great man' and occasionally 'great woman' view of historical change was popularized by the 19th century Scottish philosopher

Thomas Carlyle Thomas Carlyle (4 December 17955 February 1881) was a Scottish essayist, historian and philosopher. A leading writer of the Victorian era, he exerted a profound influence on 19th-century art, literature and philosophy. Born in Ecclefechan, ...

(1795-1881) who wrote ‘the history of the world is nothing but the biography of great men’. According to Marx, this conception of history amounted to nothing more than a collection of 'high-sounding dramas of princes and states'.

Materialist conception of history

Inspired by Enlightenment thinkers, especially Condorcet, the Utopian socialist

Henri de Saint-Simon Claude Henri de Rouvroy, comte de Saint-Simon (17 October 1760 – 19 May 1825), often referred to as Henri de Saint-Simon (), was a French political, economic and socialist theorist and businessman whose thought had a substantial influence on p ...

(1760–1825) formulated his own materialist interpretation of history, similar to those later used in Marxism, analyzing historical epochs based on their level of technology and organization and dividing them between eras of slavery, serfdom, and finally wage labor. According to the socialist leader

Jean Jaurès Auguste Marie Joseph Jean Léon Jaurès (3 September 185931 July 1914), commonly referred to as Jean Jaurès (; oc, Joan Jaurés ), was a French Socialist leader. Initially a Moderate Republican, he later became one of the first social dem ...

, the French writer Antoine Barnave was the first to develop the theory that economic forces were the driving factors in history. MaxStirner2

Hegel’s contribution to Marx’s theory of history

While studying at the University of Berlin, Marx encountered the philosophy of

(1770–1831) which had a profound and lasting influence on his thinking. One of Hegel’s key critiques of enlightenment philosophy was that while thinkers were often able to describe what made societies from one epoch to the next different, they struggled to account for why they changed.

Hegel and historicism

Classical economists presented a model of civil society based on a universal and unchanging human nature. Hegel challenged this view and argued that human nature as well as the formulations of art, science and the institutions of the state and its codes, laws and norms were all defined by their history and could only be understood by examining their historical development. Hegel historicised philosophical thought and saw it as an expression of a specific culture rather than an eternal truth. Thus: ‘Philosophy is its own age comprehended in thought’.

World spirit

In each society, humans were 'free by nature' but constrained by their 'brutal recklessness of passion' and 'untamed natural impulses' which led to injustice and violence. It was only through wider society and the state, which was expressed in each historical epoch, by a ‘spirit of the age’, collective consciousness or

Geist ''Geist'' () is a German noun with a significant degree of importance in German philosophy. Its semantic field corresponds to English ghost, spirit, mind, intellect. Some English translators resort to using "spirit/mind" or "spirit (mind)" to ...

, that 'Freedom' could be realized. For Hegel, history was the working through of a process where humans become ever more conscious of the rational principles that govern social development.

Dialectics of change

Hegel’s dialectical method presents the world as a complex totality. This means that all parts of society, for example, science, art, law, labor and the economy, the state and the family etc, are all interconnected and mutually influential and therefore cannot be properly understood or analysed in isolation. Institutions and bodies are never static - they undergo a constant process of modification and development over time. According to Hegel, at any particular point in time, society is an amalgam of contesting forces – some promoting stability and others striving for change. It is not just external factors that bring about transformation but internal contradictions. The unceasing drive of this dynamic is played out by real people struggling to achieve their aims. The outcome is that ideas, institutions and bodies of society are reconfigured into new forms expressing new characteristics. At certain decisive moments in history, during periods of great conflict, the actions of ‘great historical men’ can align with the ‘spirit of the age’ to bring about a fundamental advance in freedom.

Algebra of revolution

The implication of Hegel's philosophy was incendiary - every social order, no matter how powerful and secure will eventually wither away. These ideas were inspirational to Marx and the Young Hegelians who sought to develop a radical critique of the Prussian authorities and lambasted the failure to introduce constitutional change or reform social institutions. However, Hegel’s contention, in Marx’s view, that ideas or the ‘spirit of the age’ drive history was mistaken. 'Hegel', wrote Marx, ‘fell into the illusion of conceiving the real as the product of thought …’ On the contrary, Marx contended, the engine of history was to be found in a materialist understanding of society - the productive process and the way humans labored to meet their needs. Marx and Engels first set out their materialist conception of history in ''

The German Ideology ''The German Ideology'' (German: ''Die deutsche Ideologie'', sometimes written as ''A Critique of the German Ideology'') is a set of manuscripts originally written by Karl Marx and Friedrich Engels around April or early May 1846. Marx and Engels ...

'', written in 1845. The book is a lengthy polemic against Marx and Engels' fellow

Young Hegelians The Young Hegelians (german: Junghegelianer), or Left Hegelians (''Linkshegelianer''), or the Hegelian Left (''die Hegelsche Linke''), were a group of German intellectuals who, in the decade or so after the death of Georg Wilhelm Friedrich Hegel ...

and contemporaries

Ludwig Feuerbach Ludwig Andreas von Feuerbach (; 28 July 1804 – 13 September 1872) was a German anthropologist and philosopher, best known for his book '' The Essence of Christianity'', which provided a critique of Christianity that strongly influenced gene ...

Bruno Bauer Bruno Bauer (; 6 September 180913 April 1882) was a German philosopher and theologian. As a student of G. W. F. Hegel, Bauer was a radical Rationalist in philosophy, politics and Biblical criticism. Bauer investigated the sources of the New Te ...

, and

Max Stirner Johann Kaspar Schmidt (25 October 1806 – 26 June 1856), known professionally as Max Stirner, was a German post-Hegelian philosopher, dealing mainly with the Hegelian notion of social alienation and self-consciousness. Stirner is often seen a ...

Historical materialism

The production of life

Marx underpins his theory of history by drawing attention to a fundamental reality of human existence - the necessity to labor to ensure our physical survival. Only once this is guaranteed may mankind pursue politics, science, art, religion, etc. Human labor, therefore, forms the materialist basis for society and is at the heart of Marx's account of history. Thus, throughout history, in all societies and in all modes of production, from the earliest paleolithic hunter gatherers, through to feudal societies and to modern capitalist economies, there is an ‘everlasting Nature-imposed condition of human existence’ which compels humans to join together socially to produce their means of subsistence. The first historical act, Marx writes in the German Ideology, is the production of means to satisfy our material needs: This is a: 'fundamental condition of all history, which today, as thousands of years ago, must daily and hourly be fulfilled merely in order to sustain human life'.

Forces and relations of production

Marx identified two mutually interdependent structures to describe how humans interacted with nature, and in the process of producing their subsistence, created ever more complex rules and institutions to manage their interaction between each other and with the environment. These are the ''forces'' and ''relations of production''.

Forces of production

The ''forces of production'' are everything that humans use to make the things that society needs. They include human labor and the raw materials, land, tools, instruments and knowledge required for production. The flint sharpened spears and harpoons developed by early humans in the late Palaeolithic Age are all forces of production. Over time, the forces of production ''tend'' to develop and expand as new skills, knowledge and technology (for example wooden scratch plows then heavier iron plows) are put to use to meet human needs. From one generation to the next, technical skills, evolving traditions of practice and mechanical innovations are reproduced and disseminated. Today, the productive forces available to humanity are vast and continue to develop and expand.

Relations of production

Marx then extended this premise by asserting the importance of the fact that, in order to carry out production and exchange, people have to enter into very definite social relations, or more specifically, "relations of production". However, production does not get carried out in the abstract, or by entering into arbitrary or random relations chosen at will, but instead are determined by the development of the existing forces of production. The relations of production are determined by the level and character of these productive forces present at any given time in history. In all societies,

human beings Humans (''Homo sapiens'') are the most abundant and widespread species of primate, characterized by bipedalism and exceptional cognitive skills due to a large and complex brain. This has enabled the development of advanced tools, culture, an ...

collectively work on

nature Nature, in the broadest sense, is the physical world or universe. "Nature" can refer to the phenomena of the physical world, and also to life in general. The study of nature is a large, if not the only, part of science. Although humans are ...

but, especially in class societies, do not do the same work. In such societies, there is a

division of labor The division of labour is the separation of the tasks in any economic system or organisation so that participants may specialise (specialisation). Individuals, organizations, and nations are endowed with, or acquire specialised capabilities, and ...

in which people not only carry out different kinds of labor but occupy different social positions on the basis of those differences. The most important such division is that between manual and intellectual labor whereby one class produces a given society's wealth while another is able to monopolize control of the

means of production The means of production is a term which describes land, labor and capital that can be used to produce products (such as goods or services); however, the term can also refer to anything that is used to produce products. It can also be used as a ...

. In this way, both govern that society and live off of the wealth generated by the laboring classes.

Base and superstructure

Marx identified society's relations of production (arising on the basis of given productive forces) as the economic base of society. He also explained that on the foundation of the economic base, there arise certain political institutions, laws, customs, culture, etc., and ideas, ways of thinking, morality, etc. These constitute the political/ideological "

superstructure A superstructure is an upward extension of an existing structure above a baseline. This term is applied to various kinds of physical structures such as buildings, bridges, or ships. Aboard ships and large boats On water craft, the superstruct ...

" of society. This superstructure not only has its origin in the economic base, but its features also ultimately correspond to the character and development of that economic base, i.e. the way people organize society, its relations of production, and its mode of production.

G.A. Cohen Gerald Allan Cohen, ( ; 14 April 1941 – 5 August 2009) was a Canadian political philosopher who held the positions of Quain Professor of Jurisprudence, University College London and Chichele Professor of Social and Political Theory, All So ...

argues in '' Karl Marx's Theory of History: A Defence'' that a society's superstructure stabilizes or entrenches its economic structure, but that the economic base is primary and the superstructure secondary. That said, it is precisely because the superstructure strongly affects the base that the base selects that superstructure. As Charles Taylor puts it, "These two directions of influence are so far from being rivals that they are actually complementary. The functional explanation requires that the secondary factor tend to have a causal effect on the primary, for this dispositional fact is the key feature of the explanation." It is because the influences in the two directions are not symmetrical that it makes sense to speak of primary and secondary factors, even where one is giving a non-reductionist, "holistic" account of social interaction. To summarize, history develops in accordance with the following observations: Tomb of Nakht (2)

# Social progress is driven by progress in the material,

productive forces Productive forces, productive powers, or forces of production (German: ''Produktivkräfte'') is a central idea in Marxism and historical materialism. In Karl Marx and Friedrich Engels' own critique of political economy, it refers to the combina ...

a society has at its disposal (

technology Technology is the application of knowledge to reach practical goals in a specifiable and reproducible way. The word ''technology'' may also mean the product of such an endeavor. The use of technology is widely prevalent in medicine, scien ...

, labour,

capital goods The economic concept of a capital good (also called complex product systems (CoPS),H. Rush, "Managing innovation in complex product systems (CoPS)," IEE Colloquium on EPSRC Technology Management Initiative (Engineering & Physical Sciences Researc ...

and so on) # Humans are inevitably involved in productive relations (roughly speaking, economic relationships or institutions), which constitute our most decisive

social relations A social relation or also described as a social interaction or social experience is the fundamental unit of analysis within the social sciences, and describes any voluntary or involuntary interpersonal relationship between two or more individuals ...

. These relations progress with the development of the productive forces. They are largely determined by the

, which in turn tends to determine

social class A social class is a grouping of people into a set of hierarchical social categories, the most common being the upper, middle and lower classes. Membership in a social class can for example be dependent on education, wealth, occupation, inc ...

. #

Relations of production Relations of production (german: Produktionsverhältnisse, links=no) is a concept frequently used by Karl Marx and Friedrich Engels in their theory of historical materialism and in ''Das Kapital''. It is first explicitly used in Marx's publish ...

are both determined by the means and forces of production and set the conditions of their development. For example, capitalism tends to increase the rate at which the forces develop and stresses the

accumulation of capital Capital accumulation is the dynamic that motivates the pursuit of profit, involving the investment of money or any financial asset with the goal of increasing the initial monetary value of said asset as a financial return whether in the form o ...

. # The relations of production define the mode of production, e.g. the capitalist mode of production is characterized by the polarization of society into capitalists and workers. # The

—the cultural and institutional features of a society, its ideological materials—is ultimately an expression of the mode of production on which the society is founded. # Every type of

state State may refer to: Arts, entertainment, and media Literature * ''State Magazine'', a monthly magazine published by the U.S. Department of State * ''The State'' (newspaper), a daily newspaper in Columbia, South Carolina, United States * ''Our S ...

is a powerful

institution Institutions are humanly devised structures of rules and norms that shape and constrain individual behavior. All definitions of institutions generally entail that there is a level of persistence and continuity. Laws, rules, social conventions a ...

of the ruling class; the state is an instrument which one class uses to secure its rule and enforce its preferred relations of production and its exploitation onto society. # State power is usually only transferred from one class to another by social and political upheaval. # When a given relation of production no longer supports further progress in the productive forces, either further progress is strangled, or 'revolution' must occur. # The actual historical process is not predetermined but depends on class struggle, especially the elevation of class consciousness and organization of the working class.

Key implications in the study and understanding of history

Many writers note that historical materialism represented a revolution in human thought, and a break from previous ways of understanding the underlying basis of change within various human societies. As Marx puts it, "a coherence arises in human history" because each generation inherits the productive forces developed previously and in turn further develops them before passing them on to the next generation. Further, this coherence increasingly involves more of humanity the more the productive forces develop and expand to bind people together in production and exchange. This understanding counters the notion that human history is simply a series of accidents, either without any underlying cause or caused by supernatural beings or forces exerting their will on society. Historical materialism posits that history is made as a result of struggle between different social classes rooted in the underlying economic base. According to

, author of '' Karl Marx's Theory of History: A Defence'', the level of development of society's productive forces (i.e., society's technological powers, including tools, machinery, raw materials, and labour power) determines society's economic structure, in the sense that it selects a structure of economic relations that tends best to facilitate further technological growth. In historical explanation, the overall primacy of the productive forces can be understood in terms of two key theses: In saying that productive forces have a universal ''tendency'' to develop, Cohen's reading of Marx is not claiming that productive forces always develop or that they never decline. Their development may be temporarily blocked, but because human beings have a rational interest in developing their capacities to control their interactions with external nature in order to satisfy their wants, the historical tendency is strongly toward further development of these capacities. Broadly, the importance of the study of history lies in the ability of history to explain the present.

John Bellamy Foster John Bellamy Foster (born August 15, 1953) is an American professor of sociology at the University of Oregon and editor of the '' Monthly Review''. He writes about political economy of capitalism and economic crisis, ecology and ecological cri ...

asserts that historical materialism is important in explaining history from a scientific perspective, by following the scientific method, as opposed to belief-system theories like

creationism Creationism is the religious belief that nature, and aspects such as the universe, Earth, life, and humans, originated with supernatural acts of divine creation. Gunn 2004, p. 9, "The ''Concise Oxford Dictionary'' says that creationism is 't ...

and

intelligent design Intelligent design (ID) is a pseudoscientific argument for the existence of God, presented by its proponents as "an evidence-based scientific theory about life's origins". Numbers 2006, p. 373; " Dcaptured headlines for its bold attempt to ...

, which do not base their beliefs on verifiable facts and hypotheses.

Trajectory of historical development

The main modes of production that Marx identified generally include primitive communism,

slave society Slavery and enslavement are both the state and the condition of being a slave—someone forbidden to quit one's service for an enslaver, and who is treated by the enslaver as property. Slavery typically involves slaves being made to perf ...

feudalism Feudalism, also known as the feudal system, was the combination of the legal, economic, military, cultural and political customs that flourished in medieval Europe between the 9th and 15th centuries. Broadly defined, it was a way of structu ...

mercantilism Mercantilism is an economic policy that is designed to maximize the exports and minimize the imports for an economy. It promotes imperialism, colonialism, tariffs and subsidies on traded goods to achieve that goal. The policy aims to reduce ...

, and

. In each of these social stages, people interacted with nature and production in different ways. Any surplus from that production was distributed differently as well. To Marx, ancient societies (e.g. Rome and Greece) were based on a ruling class of citizens and a class of slaves, feudalism was based on

nobles Nobility is a social class found in many societies that have an aristocracy. It is normally ranked immediately below royalty. Nobility has often been an estate of the realm with many exclusive functions and characteristics. The character ...

and

serfs Serfdom was the status of many peasants under feudalism, specifically relating to manorialism, and similar systems. It was a condition of debt bondage and indentured servitude with similarities to and differences from slavery, which developed ...

, and capitalism is based on the

capitalist class The bourgeoisie ( , ) is a social class, equivalent to the middle or upper middle class. They are distinguished from, and traditionally contrasted with, the proletariat by their affluence, and their great cultural and financial capital. They ...

(

bourgeoisie The bourgeoisie ( , ) is a social class, equivalent to the middle or upper middle class. They are distinguished from, and traditionally contrasted with, the proletariat by their affluence, and their great cultural and financial capital. Th ...

) and the

working class The working class (or labouring class) comprises those engaged in manual-labour occupations or industrial work, who are remunerated via waged or salaried contracts. Working-class occupations (see also " Designation of workers by collar colou ...

(

proletariat The proletariat (; ) is the social class of wage-earners, those members of a society whose only possession of significant economic value is their labour power (their capacity to work). A member of such a class is a proletarian. Marxist philo ...

Primitive communism

To historical materialists,

hunter-gatherer A traditional hunter-gatherer or forager is a human living an ancestrally derived lifestyle in which most or all food is obtained by foraging, that is, by gathering food from local sources, especially edible wild plants but also insects, fung ...

societies, also known as primitive communist societies, were structured so that economic forces and political forces were one and the same. Societies generally did not have a state, property, money, nor social classes. Due to their limited means of production (hunting and gathering) each individual was only able to produce enough to sustain themselves, thus without any surplus there is nothing to exploit. A slave at this point would only be an extra mouth to feed. This inherently makes them communist in social relations although primitive in productive forces.

Ancient mode of production

Slave societies, the ancient mode of production, were formed as

advanced, namely due to

agriculture Agriculture or farming is the practice of cultivating plants and livestock. Agriculture was the key development in the rise of sedentary human civilization, whereby farming of domesticated species created food surpluses that enabled people ...

and its ensuing abundance which led to the abandonment of nomadic society. Slave societies were marked by their use of

slavery Slavery and enslavement are both the state and the condition of being a slave—someone forbidden to quit one's service for an enslaver, and who is treated by the enslaver as property. Slavery typically involves slaves being made to perf ...

and minor

private property Private property is a legal designation for the ownership of property by non-governmental legal entities. Private property is distinguishable from public property and personal property, which is owned by a state entity, and from collective or ...

; production for use was the primary form of production. Slave society is considered by historical materialists to be the first-class society formed of

citizens Citizenship is a "relationship between an individual and a state to which the individual owes allegiance and in turn is entitled to its protection". Each state determines the conditions under which it will recognize persons as its citizens, and ...

and

slaves Slavery and enslavement are both the state and the condition of being a slave—someone forbidden to quit one's service for an enslaver, and who is treated by the enslaver as property. Slavery typically involves slaves being made to perf ...

. Surplus from agriculture was distributed to the citizens, which exploited the slaves who worked the fields.

Feudal mode of production

The feudal mode of production emerged from slave society (e.g. in Europe after the collapse of the Roman Empire), coinciding with the further advance of productive forces. Feudal society's class relations were marked by an entrenched

nobility Nobility is a social class found in many societies that have an aristocracy. It is normally ranked immediately below royalty. Nobility has often been an estate of the realm with many exclusive functions and characteristics. The character ...

and

serfdom Serfdom was the status of many peasants under feudalism, specifically relating to manorialism, and similar systems. It was a condition of debt bondage and indentured servitude with similarities to and differences from slavery, which develop ...

. Simple commodity production existed in the form of artisans and merchants. This merchant class would grow in size and eventually form the

. However, production was still largely for use.

Capitalist mode of production

The capitalist mode of production materialized when the rising bourgeois class grew large enough to institute a shift in the productive forces. The bourgeoisie's primary form of production was in the form of

commodities In economics, a commodity is an economic good, usually a resource, that has full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them. The price of a co ...

, i.e. they produced with the purpose of exchanging their products. As this commodity production grew, the old feudal systems came into conflict with the new capitalist ones; feudalism was then eschewed as capitalism emerged. The

's influence expanded until commodity production became fully generalized:

The feudal system of industry, in which industrial production was monopolised by closed guilds, now no longer sufficed for the growing wants of the new markets. The manufacturing system took its place. The guild-masters were pushed on one side by the manufacturing middle class; division of labour between the different corporate guilds vanished in the face of division of labour in each single workshop.

With the rise of the bourgeoisie came the concepts of

nation-states A nation state is a political unit where the state and nation are congruent. It is a more precise concept than " country", since a country does not need to have a predominant ethnic group. A nation, in the sense of a common ethnicity, m ...

and

nationalism Nationalism is an idea and movement that holds that the nation should be congruent with the State (polity), state. As a movement, nationalism tends to promote the interests of a particular nation (as in a in-group and out-group, group of peo ...

. Marx argued that capitalism completely separated the economic and political forces. Marx took the state to be a sign of this separation—it existed to manage the massive conflicts of interest which arose between the proletariat and bourgeoisie in capitalist society. Marx observed that nations arose at the time of the appearance of capitalism on the basis of community of economic life, territory, language, certain features of psychology, and traditions of everyday life and culture. In ''

The Communist Manifesto ''The Communist Manifesto'', originally the ''Manifesto of the Communist Party'' (german: Manifest der Kommunistischen Partei), is a political pamphlet written by German philosophers Karl Marx and Friedrich Engels. Commissioned by the Commu ...

'' Marx and Engels explained that the coming into existence of nation-states was the result of class struggle, specifically of the capitalist class's attempts to overthrow the institutions of the former ruling class. Prior to capitalism, nations were not the primary political form.

Vladimir Lenin Vladimir Ilyich Ulyanov. ( 1870 – 21 January 1924), better known as Vladimir Lenin,. was a Russian revolutionary, politician, and political theorist. He served as the first and founding head of government of Soviet Russia from 1917 to 1 ...

shared a similar view on nation-states. There were two opposite tendencies in the development of nations under capitalism. One of them was expressed in the activation of national life and national movements against the oppressors. The other was expressed in the expansion of links among nations, the breaking down of barriers between them, the establishment of a unified economy and of a world market (

globalization Globalization, or globalisation (Commonwealth English; see spelling differences), is the process of interaction and integration among people, companies, and governments worldwide. The term ''globalization'' first appeared in the early 20t ...

); the first is a characteristic of lower-stage capitalism and the second a more advanced form, furthering the unity of the international proletariat. Alongside this development was the forced removal of the

from the countryside to the city, forming a new proletarian class. This caused the countryside to become reliant on large cities. Subsequently, the new capitalist mode of production also began expanding into other societies that had not yet developed a capitalist system (e.g. the scramble for Africa). ''The Communist Manifesto'' stated:

National differences and antagonism between peoples are daily more and more vanishing, owing to the development of the bourgeoisie, to freedom of commerce, to the world market, to uniformity in the mode of production and in the conditions of life corresponding thereto. The supremacy of the proletariat will cause them to vanish still faster. United action, of the leading civilised countries at least, is one of the first conditions for the emancipation of the proletariat. In proportion as the exploitation of one individual by another will also be put an end to, the exploitation of one nation by another will also be put an end to. In proportion as the antagonism between classes within the nation vanishes, the hostility of one nation to another will come to an end.

Under capitalism, the

and

become the two primary classes.

Class struggle Class conflict, also referred to as class struggle and class warfare, is the political tension and economic antagonism that exists in society because of socio-economic competition among the social classes or between rich and poor. The form ...

between these two classes was now prevalent. With the emergence of capitalism, productive forces were now able to flourish, causing the

industrial revolution The Industrial Revolution was the transition to new manufacturing processes in Great Britain, continental Europe, and the United States, that occurred during the period from around 1760 to about 1820–1840. This transition included going f ...

in Europe. Despite this, however, the productive forces eventually reach a point where they can no longer expand, causing the same collapse that occurred at the end of feudalism:

Modern bourgeois society, with its relations of production, of exchange and of property, a society that has conjured up such gigantic means of production and of exchange, is like the sorcerer who is no longer able to control the powers of the nether world whom he has called up by his spells. ..The productive forces at the disposal of society no longer tend to further the development of the conditions of bourgeois property; on the contrary, they have become too powerful for these conditions, by which they are fettered, and so soon as they overcome these fetters, they bring disorder into the whole of bourgeois society, endanger the existence of bourgeois property.

Communist mode of production

Lower-stage of communism

The

, as Marx stated in ''

'', has "forged the weapons that bring death to itself; it has also called into existence the men who are to wield those weapons—the modern working class—the proletarians." Historical materialists henceforth believe that the modern

are the new revolutionary class in relation to the bourgeoisie, in the same way that the bourgeoisie was the revolutionary class in relation to the nobility under feudalism. The proletariat, then, must seize power as the new revolutionary class in a

dictatorship of the proletariat In Marxist philosophy, the dictatorship of the proletariat is a condition in which the proletariat holds state power. The dictatorship of the proletariat is the intermediate stage between a capitalist economy and a communist economy, whereby the ...

Between capitalist and communist society there lies the period of the revolutionary transformation of the one into the other. Corresponding to this is also a political transition period in which the state can be nothing but the ''revolutionary dictatorship of the proletariat''.

Marx also describes a communist society developed alongside the proletarian dictatorship:

Within the co-operative society based on common ownership of the means of production, the producers do not exchange their products; just as little does the labor employed on the products appear here as the value of these products, as a material quality possessed by them, since now, in contrast to capitalist society, individual labor no longer exists in an indirect fashion but directly as a component part of total labor. The phrase "proceeds of labor", objectionable also today on account of its ambiguity, thus loses all meaning. What we have to deal with here is a communist society, not as it has ''developed'' on its own foundations, but, on the contrary, just as it ''emerges'' from capitalist society; which is thus in every respect, economically, morally, and intellectually, still stamped with the birthmarks of the old society from whose womb it emerges. Accordingly, the individual producer receives back from society—after the deductions have been made—exactly what he gives to it. What he has given to it is his individual quantum of labor. For example, the social working day consists of the sum of the individual hours of work; the individual labor time of the individual producer is the part of the social working day contributed by him, his share in it. He receives a certificate from society that he has furnished such-and-such an amount of labor (after deducting his labor for the common funds); and with this certificate, he draws from the social stock of means of consumption as much as the same amount of labor cost. The same amount of labor which he has given to society in one form, he receives back in another.

This lower-stage of communist society is, according to Marx, analogous to the lower-stage of capitalist society, i.e. the transition from feudalism to capitalism, in that both societies are "stamped with the birthmarks of the old society from whose womb it emerges." The emphasis on the idea that modes of production do not exist in isolation but rather are materialized from the previous existence is a core idea in historical materialism. There is considerable debate among communists regarding the nature of this society. Some such as

Joseph Stalin Joseph Vissarionovich Stalin (born Ioseb Besarionis dze Jughashvili; – 5 March 1953) was a Georgian revolutionary and Soviet Union, Soviet political leader who led the Soviet Union from 1924 until his death in 1953. He held power as Ge ...

Fidel Castro Fidel Alejandro Castro Ruz (; ; 13 August 1926 – 25 November 2016) was a Cuban revolutionary and politician who was the leader of Cuba from 1959 to 2008, serving as the prime minister of Cuba from 1959 to 1976 and president from 1976 to 20 ...

, and other Marxist-Leninists believe that the lower-stage of communism constitutes its own mode of production, which they call socialist rather than communist. Marxist-Leninists believe that this society may still maintain the concepts of property, money, and commodity production. Other communists argue that the lower-stage of communism is just that; a communist mode of production, without commodities or money, stamped with the birthmarks of capitalism.

Higher-stage of communism

To Marx, the higher-stage of communist society is a free association of producers which has successfully negated all remnants of capitalism, notably the concepts of states,

nationality Nationality is a legal identification of a person in international law, establishing the person as a subject, a ''national'', of a sovereign state. It affords the state jurisdiction over the person and affords the person the protection of t ...

sexism Sexism is prejudice or discrimination based on one's sex or gender. Sexism can affect anyone, but it primarily affects women and girls.There is a clear and broad consensus among academic scholars in multiple fields that sexism refers pri ...

, families, alienation, social classes,

money Money is any item or verifiable record that is generally accepted as payment for goods and services and repayment of debts, such as taxes, in a particular country or socio-economic context. The primary functions which distinguish money ar ...

property Property is a system of rights that gives people legal control of valuable things, and also refers to the valuable things themselves. Depending on the nature of the property, an owner of property may have the right to consume, alter, share, r ...

, the

cities A city is a human settlement of notable size.Goodall, B. (1987) ''The Penguin Dictionary of Human Geography''. London: Penguin.Kuper, A. and Kuper, J., eds (1996) ''The Social Science Encyclopedia''. 2nd edition. London: Routledge. It can be def ...

and

countryside In general, a rural area or a countryside is a geographic area that is located outside towns and cities. Typical rural areas have a low population density and small settlements. Agricultural areas and areas with forestry typically are desc ...

class struggle Class conflict, also referred to as class struggle and class warfare, is the political tension and economic antagonism that exists in society because of socio-economic competition among the social classes or between rich and poor. The form ...

religion Religion is usually defined as a social- cultural system of designated behaviors and practices, morals, beliefs, worldviews, texts, sanctified places, prophecies, ethics, or organizations, that generally relates humanity to supernatur ...

ideology An ideology is a set of beliefs or philosophies attributed to a person or group of persons, especially those held for reasons that are not purely epistemic, in which "practical elements are as prominent as theoretical ones." Formerly applied pri ...

, and

markets Market is a term used to describe concepts such as: *Market (economics), system in which parties engage in transactions according to supply and demand *Market economy *Marketplace, a physical marketplace or public market Geography *Märket, an ...

. It is the

negation In logic, negation, also called the logical complement, is an operation that takes a proposition P to another proposition "not P", written \neg P, \mathord P or \overline. It is interpreted intuitively as being true when P is false, and false ...

. Marx made the following comments on the higher-phase of communist society:

In a higher phase of communist society, after the enslaving subordination of the individual to the
division of labor The division of labour is the separation of the tasks in any economic system or organisation so that participants may specialise (specialisation). Individuals, organizations, and nations are endowed with, or acquire specialised capabilities, and ...
, and therewith also the antithesis between mental and physical labor, has vanished; after labor has become not only a means of life but life's prime want; after the productive forces have also increased with the all-around development of the individual, and all the springs of co-operative wealth flow more abundantly—only then can the narrow horizon of bourgeois right be crossed in its entirety and society inscribe on its banners: From each according to his ability, to each according to his needs!

Warnings against misuse

In the 1872 Preface to the French edition of ''

Das Kapital ''Das Kapital'', also known as ''Capital: A Critique of Political Economy'' or sometimes simply ''Capital'' (german: Das Kapital. Kritik der politischen Ökonomie, link=no, ; 1867–1883), is a foundational theoretical text in materialist phi ...

'' Vol. 1, Marx emphasized that " ere is no royal road to science, and only those who do not dread the fatiguing climb of its steep paths have a chance of gaining its luminous summits." Reaching a scientific understanding required conscientious, painstaking research, instead of philosophical speculation and unwarranted, sweeping generalizations. Having abandoned abstract philosophical speculation in his youth, Marx himself showed great reluctance during the rest of his life about offering any generalities or universal truths about human existence or human history. Marx took care to indicate that he was only proposing a guideline to historical research ('' Leitfaden'' or '' Auffassung''), and was not providing any substantive "theory of history" or "grand philosophy of history", let alone a "master-key to history". Engels expressed irritation with dilettante academics who sought to knock up their skimpy historical knowledge as quickly as possible into some grand theoretical system that would explain "everything" about history. He opined that historical materialism and the theory of modes of production were being used as an excuse for not studying history. The first explicit and systematic summary of the materialist interpretation of history to be published was Engels's book ''Herr Eugen Dühring's Revolution in Science'', written with Marx's approval and guidance, and often referred to as the ''

Anti-Dühring ''Anti-Dühring'' (german: Herrn Eugen Dührings Umwälzung der Wissenschaft, "Herr Eugen Dühring's Revolution in Science") is a book by Friedrich Engels, first published in German in 1878. It had previously been serialised in the newspaper ''V ...

''. One of the polemics was to ridicule the easy "world schematism" of philosophers, who invented the latest wisdom from behind their writing desks. Towards the end of his life, in 1877, Marx wrote a letter to the editor of the Russian paper ''Otetchestvennye Zapisky'', which significantly contained the following disclaimer: Marx goes on to illustrate how the same factors can in different historical contexts produce very different results so that quick and easy generalizations are not really possible. To indicate how seriously Marx took research when he died, his estate contained several cubic metres of Russian statistical publications (it was, as the old Marx observed, in Russia that his ideas gained the most influence). Insofar as Marx and Engels regarded historical processes as

law Law is a set of rules that are created and are enforceable by social or governmental institutions to regulate behavior,Robertson, ''Crimes against humanity'', 90. with its precise definition a matter of longstanding debate. It has been vario ...

-governed processes, the possible future directions of historical development were to a great extent ''limited'' and ''conditioned'' by what happened before. Retrospectively, historical processes could be understood to have happened by ''necessity'' in certain ways and not others, and to some extent at least, the most likely variants of the future could be specified on the basis of careful study of the known facts. Towards the end of his life, Engels commented several times about the abuse of historical materialism. In a letter to Conrad Schmidt dated 5 August 1890, he stated: Finally, in a letter to Franz Mehring dated 14 July 1893, Engels stated:

Criticism

Philosopher of science

Karl Popper Sir Karl Raimund Popper (28 July 1902 – 17 September 1994) was an Austrian-British philosopher, academic and social commentator. One of the 20th century's most influential philosophers of science, Popper is known for his rejection of the ...

, in ''

The Poverty of Historicism ''The Poverty of Historicism'' is a 1944 book by the philosopher Karl Popper (revised in 1957), in which the author argues that the idea of historicism is dangerous and bankrupt. Publication ''The Poverty of Historicism'' was first written as a ...

'' and ''Conjectures and Refutations'', critiqued such claims of the explanatory power or valid application of historical materialism by arguing that it could explain or explain away any fact brought before it, making it

unfalsifiable Falsifiability is a standard of evaluation of scientific theories and hypotheses that was introduced by the Philosophy of science, philosopher of science Karl Popper in his book ''The Logic of Scientific Discovery'' (1934). He proposed it as t ...

and thus

pseudoscientific Pseudoscience consists of statements, beliefs, or practices that claim to be both scientific and factual but are incompatible with the scientific method. Pseudoscience is often characterized by contradictory, exaggerated or unfalsifiable claim ...

. Similar arguments were brought by

Leszek Kołakowski Leszek Kołakowski (; ; 23 October 1927 – 17 July 2009) was a Polish philosopher and historian of ideas. He is best known for his critical analyses of Marxist thought, especially his three-volume history, ''Main Currents of Marxism'' (1976). ...

in ''

Main Currents of Marxism ''Main Currents of Marxism: Its Origins, Growth and Dissolution'' ( pl, Główne nurty marksizmu. Powstanie, rozwój, rozkład) is a work about Marxism by the political philosopher Leszek Kołakowski. Its three volumes in English are ''The Founder ...

.'' In his 1940 essay ''

Theses on the Philosophy of History "Theses on the Philosophy of History" or "On the Concept of History" (german: Über den Begriff der Geschichte) is an essay written in early 1940 by German philosopher and critic Walter Benjamin. It is one of Benjamin's best-known, and most contr ...

'', scholar

Walter Benjamin Walter Bendix Schönflies Benjamin (; ; 15 July 1892 – 26 September 1940) was a German Jewish philosopher, cultural critic and essayist. An eclectic thinker, combining elements of German idealism, Romanticism, Western Marxism, and Jewish ...

compares historical materialism to the Turk, an 18th-century device which was promoted as a mechanized automaton which could defeat skilled chess players but actually concealed a human who controlled the machine. Benjamin suggested that, despite Marx's claims to scientific objectivity, historical materialism was actually quasi-religious. Like the Turk, wrote Benjamin, " e puppet called 'historical materialism' is always supposed to win. It can do this with no further ado against any opponent, so long as it employs the services of

theology Theology is the systematic study of the nature of the divine and, more broadly, of religious belief. It is taught as an academic discipline, typically in universities and seminaries. It occupies itself with the unique content of analyzing th ...

, which as everyone knows is small and ugly and must be kept out of sight." Benjamin's friend and colleague Gershom Scholem would argue that Benjamin's critique of historical materialism was so definitive that, as Mark Lilla would write, "nothing remains of historical materialism ..but the term itself". Neven Sesardic argues that historical materialism is a highly exaggerated claim. Sesardic observes that it was clear to many Marxists that the social, cultural and ideological superstructure of society was not under the control of the base but had at least some degree of autonomy. It was also clear that phenomena of the superstructure could determine part of the economic base. Thus, Sesardic argues that Marxists moved from a claim of the dominance of the economic base to a scenario in which the base sometimes determines the superstructure and the superstructure sometimes determines the base, which Sesardic argues destroys their whole position. This is because this new claim, according to Sesardic, is so innocuous that no-one would deny it, whereas the old claim was very radical, as it posited the dominance of economics. Sesardic argues that Marxists should have abandoned historical materialism when its strong version became untenable, but instead they chose to water it down until it became a trivial claim.

Continued development

In a foreword to his essay ''Ludwig Feuerbach and the End of Classical German Philosophy'' (1886), three years after Marx's death, Engels claimed confidently that "the Marxist world outlook has found representatives far beyond the boundaries of Germany and Europe and in all the literary languages of the world." Indeed, in the years after Marx and Engels' deaths, "historical materialism" was identified as a distinct philosophical doctrine and was subsequently elaborated upon and systematized by Orthodox Marxist and Marxist–Leninist thinkers such as

Eduard Bernstein Eduard Bernstein (; 6 January 1850 – 18 December 1932) was a German social democratic Marxist theorist and politician. A member of the Social Democratic Party of Germany (SPD), Bernstein had held close association to Karl Marx and Friedr ...

Karl Kautsky Karl Johann Kautsky (; ; 16 October 1854 – 17 October 1938) was a Czech-Austrian philosopher, journalist, and Marxist theorist. Kautsky was one of the most authoritative promulgators of orthodox Marxism after the death of Friedrich Engels ...

Georgi Plekhanov Georgi Valentinovich Plekhanov (; rus, Гео́ргий Валенти́нович Плеха́нов, p=ɡʲɪˈorɡʲɪj vəlʲɪnˈtʲinəvʲɪtɕ plʲɪˈxanəf, a=Ru-Georgi Plekhanov-JermyRei.ogg; – 30 May 1918) was a Russian revoluti ...

and

Nikolai Bukharin Nikolai Ivanovich Bukharin (russian: Никола́й Ива́нович Буха́рин) ( – 15 March 1938) was a Bolshevik revolutionary, Soviet politician, Marxist philosopher and economist and prolific author on revolutionary theory. ...

. This occurred despite the fact that many of Marx's earlier works on historical materialism, including ''The German Ideology'', remained unpublished until the 1930s. The substantivist

ethnographic Ethnography (from Greek ''ethnos'' "folk, people, nation" and ''grapho'' "I write") is a branch of anthropology and the systematic study of individual cultures. Ethnography explores cultural phenomena from the point of view of the subject ...

approach of economic

anthropologist An anthropologist is a person engaged in the practice of anthropology. Anthropology is the study of aspects of humans within past and present societies. Social anthropology, cultural anthropology and philosophical anthropology study the norms an ...

and sociologist

Karl Polanyi Karl Paul Polanyi (; hu, Polányi Károly ; 25 October 1886 – 23 April 1964),''Encyclopædia Britannica'' (Chicago: Encyclopædia Britannica Inc. 2003) vol 9. p. 554 was an Austro-Hungarian economic anthropologist and politician, best known ...

bears similarities to historical materialism. Polanyi distinguishes between the ''formal'' definition of economics as the logic of rational choice between limited resources and a ''substantive'' definition of economics as the way humans make their living from their natural and social environment. In '' The Great Transformation'' (1944), Polanyi asserts that both the formal and substantive definitions of economics hold true under capitalism, but that the formal definition falls short when analyzing the economic behavior of pre-industrial societies, whose behavior was more often governed by redistribution and reciprocity. While Polanyi was influenced by Marx, he rejected the primacy of economic determinism in shaping the course of history, arguing that rather than being a realm unto itself, an economy is embedded within its contemporary social institutions, such as the

in the case of the market economy. Perhaps the most notable recent exploration of historical materialism is G. A. Cohen's '' Karl Marx's Theory of History: A Defence'', which inaugurated the school of Analytical Marxism. Cohen advances a sophisticated technological-determinist interpretation of Marx "in which history is, fundamentally, the growth of human productive power, and forms of society rise and fall according as they enable or impede that growth."

Jürgen Habermas Jürgen Habermas (, ; ; born 18 June 1929) is a German social theorist in the tradition of critical theory and pragmatism. His work addresses communicative rationality and the public sphere. Associated with the Frankfurt School, Habermas's wo ...

believes historical materialism "needs revision in many respects", especially because it has ignored the significance of

communicative action In sociology, communicative action is cooperative action undertaken by individuals based upon mutual deliberation and argumentation. The term was developed by German philosopher- sociologist Jürgen Habermas in his work '' The Theory of Communica ...

. Göran Therborn has argued that the method of historical materialism should be applied to historical materialism as an intellectual tradition, and to the history of Marxism itself. In the early 1980s, Paul Hirst and Barry Hindess elaborated a

structural Marxist Structural Marxism is an approach to Marxist philosophy based on structuralism, primarily associated with the work of the French philosopher Louis Althusser and his students. It was influential in France during the 1960s and 1970s, and also ca ...

interpretation of historical materialism. Regulation theory, especially in the work of Michel Aglietta draws extensively on historical materialism. Following the

collapse of the Soviet Union The dissolution of the Soviet Union, also negatively connoted as rus, Разва́л Сове́тского Сою́за, r=Razvál Sovétskogo Soyúza, ''Ruining of the Soviet Union''. was the process of internal disintegration within the Sov ...

in the early 1990s, much of Marxist thought was seen as anachronistic. A major effort to "renew" historical materialism comes from historian

Ellen Meiksins Wood Ellen Meiksins Wood (April 12, 1942 January 14, 2016) was an American-Canadian Marxist political theorist and historian. Biography Wood was born in New York City on April 12, 1942, as Ellen Meiksins one year after her parents, Latvian Jews a ...

, who wrote in 1995 that, "There is something off about the assumption that the collapse of Communism represents a terminal crisis for Marxism. One might think, among other things, that in a period of capitalist triumphalism there is more scope than ever for the pursuit of Marxism’s principal project, the critique of capitalism."

e kernel of historical materialism was an insistence on the historicity and specificity of capitalism, and denial that its laws were the universal laws of history...this focus on the specificity of capitalism, as a moment with historical origins as well as an end, with a systemic logic specific to it, encourages a truly historical sense lacking in classical political economy and conventional ideas of progress, and this had potentially fruitful implications for the historical study of other modes of production too.

Referencing Marx's Theses on Feuerbach, Wood says we ought to see historical materialism as “a theoretical foundation for interpreting the world in order to change it.”

References

Citations

Sources

* * * * * * * * * * * * * * * *

Enlightenment views of history

The 'spirit of liberty'

'Great man' history

Materialist conception of history

Hegel’s contribution to Marx’s theory of history

Hegel and historicism

World spirit

Dialectics of change

Algebra of revolution

Historical materialism

The production of life

Forces and relations of production

Forces of production

Relations of production

Base and superstructure

Key implications in the study and understanding of history

Trajectory of historical development

Primitive communism

Ancient mode of production

Feudal mode of production

Capitalist mode of production

Communist mode of production

Lower-stage of communism

Higher-stage of communism

Warnings against misuse

Criticism

Continued development

See also

References

Citations

Sources

Further reading