Roosevelt Corollary
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In the history of United States foreign policy, the Roosevelt Corollary was an addition to the Monroe Doctrine articulated by President
Theodore Roosevelt Theodore Roosevelt Jr. (October 27, 1858 – January 6, 1919), also known as Teddy or T.R., was the 26th president of the United States, serving from 1901 to 1909. Roosevelt previously was involved in New York (state), New York politics, incl ...
in his 1904 State of the Union Address, largely as a consequence of the Venezuelan crisis of 1902–1903. The
corollary In mathematics and logic, a corollary ( , ) is a theorem of less importance which can be readily deduced from a previous, more notable statement. A corollary could, for instance, be a proposition which is incidentally proved while proving another ...
states that the United States could intervene in the internal affairs of Latin American countries if they committed flagrant wrongdoings that "loosened the ties of civilized society". Roosevelt tied his policy to the Monroe Doctrine, and it was also consistent with his foreign policy included in his
Big stick ideology Big stick ideology, big stick diplomacy, big stick philosophy, or big stick policy was a political approach used by the List of presidents of the United States, 26th president of the United States, Theodore Roosevelt. The terms are derived from ...
. Roosevelt stated that in keeping with the Monroe Doctrine, the U.S. was justified in exercising "international police power" to put an end to chronic unrest or wrongdoing in the
Western Hemisphere The Western Hemisphere is the half of the planet Earth that lies west of the Prime Meridian (which crosses Greenwich, London, United Kingdom) and east of the 180th meridian.- The other half is called the Eastern Hemisphere. Geopolitically, ...
. President
Herbert Hoover Herbert Clark Hoover (August 10, 1874 – October 20, 1964) was the 31st president of the United States, serving from 1929 to 1933. A wealthy mining engineer before his presidency, Hoover led the wartime Commission for Relief in Belgium and ...
in 1930 endorsed the Clark Memorandum that repudiated the Roosevelt Corollary in favor of what was later called the Good Neighbor policy.


Background

The Roosevelt Corollary was articulated in the aftermath of the Venezuelan crisis of 1902–1903. In late 1902, Britain,
Germany Germany, officially the Federal Republic of Germany, is a country in Central Europe. It lies between the Baltic Sea and the North Sea to the north and the Alps to the south. Its sixteen States of Germany, constituent states have a total popu ...
, and
Italy Italy, officially the Italian Republic, is a country in Southern Europe, Southern and Western Europe, Western Europe. It consists of Italian Peninsula, a peninsula that extends into the Mediterranean Sea, with the Alps on its northern land b ...
imposed a naval blockade of several months against
Venezuela Venezuela, officially the Bolivarian Republic of Venezuela, is a country on the northern coast of South America, consisting of a continental landmass and many Federal Dependencies of Venezuela, islands and islets in the Caribbean Sea. It com ...
after President Cipriano Castro refused to pay foreign debts and damages suffered by Europeans in a recent civil war.Maass, Matthias (2009), ''Catalyst for the Roosevelt Corollary: Arbitrating the 1902–1903 Venezuela Crisis and Its Impact on the Development of the Roosevelt Corollary to the Monroe Doctrine'', ''Diplomacy & Statecraft'', Vol. 20, Iss. 3, pp. 383–402 The dispute was referred to the International Court of Arbitration at
The Hague The Hague ( ) is the capital city of the South Holland province of the Netherlands. With a population of over half a million, it is the third-largest city in the Netherlands. Situated on the west coast facing the North Sea, The Hague is the c ...
, which concluded on 22 February 1904 that the blockading powers involved in the Venezuela crisis were entitled to preferential treatment in the payment of their claims. This left a number of other countries which did not take military action, including the United States, with no recourse. The U.S. disagreed with the outcome in principle and Roosevelt saw the need to take action politically. The Corollary went towards ensuring that U.S. interests abroad were protected from, in future, European powers using this ruling at The Hague as justification for military action and/or occupation in Central and
Latin America Latin America is the cultural region of the Americas where Romance languages are predominantly spoken, primarily Spanish language, Spanish and Portuguese language, Portuguese. Latin America is defined according to cultural identity, not geogr ...
. There were many contributing factors to the assertion of the Roosevelt Corollary in 1904, including both physical events such as the Venezuelan crisis and mentalities that existed within the U.S. that shaped the foreign policy of the period. One such mentality was the existence of anti-European sentiment amongst Americans that built up during the Venezuelan crisis due to the preferential treatment that the International Court of Arbitration awarded the European powers. This contributed to the domestic political situation in which Roosevelt was shaping his Corollary, making the introduction of the corollary harder to sell to the American public, especially as few people had any true understanding of the importance of the U.S. in international affairs. Even the long-existing concept of Manifest destiny, which was commonly used during the expansion of the United States’ western frontier, came into play to build the Roosevelt Corollary. Manifest destiny by the early twentieth century had become an expression of American exceptionalism, whereby the U.S. had superior virtue and a duty to help ‘lesser’ states in their development. Roosevelt himself showed longer-lasting ideas of the U.S. being the police state for the Western Hemisphere than is seen simply in the Venezuelan crisis, with him asserting in his 1901 annual message that international police duty “must be performed for the sake of the welfare of mankind”. Therefore, the Roosevelt Corollary was largely shaped and created due to the ruling of the Venezuelan crisis, but there were still underlying and previously seen ideas and domestic mentalities that contributed to its form.


Content of the Corollary

The Roosevelt Corollary, or the ideas it contained regarding the U.S. becoming the policeman of the Western Hemisphere, were first articulated by Secretary of State Elihu Root in a speech on 20 May 1904, and expanded on in Roosevelt’s annual message to Congress on 6 December 1904, as seen below: While the Monroe Doctrine had been verbal and defensive in warning European powers to keep their hands off countries in the Americas, Roosevelt now changed this into an aggressive military "obligation" of the U.S. to intervene in Latin and Central America to maintain stability in these areas. Where the Monroe Doctrine had been asserted in the early nineteenth century when the European powers looked again to recolonize in the Western Hemisphere, the Roosevelt Corollary nearly a century later looked to once again promote the U.S. in Central and Latin America. The Corollary contributed to the transition of the United States into a great world power after the
Spanish–American War The Spanish–American War (April 21 – August 13, 1898) was fought between Restoration (Spain), Spain and the United States in 1898. It began with the sinking of the USS Maine (1889), USS ''Maine'' in Havana Harbor in Cuba, and resulted in the ...
, which largely marked the start of the U.S. expanding its interest in states beyond its own borders, promoting its influence and ideas abroad. By expanding on the Monroe Doctrine, rather than creating a whole new policy, Roosevelt was able to justify more easily the U.S. exercising "international police power" to put an end to wrongdoing in the Western Hemisphere as a more limited version of the Corollary already existed in the Monroe Doctrine, despite the shift from verbal to active intervention in Central and Latin America.


Use

Though the Roosevelt Corollary was an addition to the Monroe Doctrine, it could also be seen as a departure. While the Monroe Doctrine stated that European countries should stay out of Latin America, the Roosevelt Corollary took this further to say the United States had the right to exercise military force in Latin American countries to keep European countries out. Historian Walter LaFeber wrote:


Dominican Republic

U.S. intervention in the Dominican Republic is generally seen as the first true use of the Roosevelt Corollary. The case arose due to the San Domingo Improvement Company (SDIC), a New York company, taking over the Dominican Republic’s finances in 1893. This brought the interests of the U.S. and Dominican Republic closer together and so, when in 1897 the SDIC defaulted on its payments to European bondholders, the Dominican Republic fell into economic disaster, leading to the U.S. calling for arbitration on the case. The arbitration established a payment schedule from the Dominican to the SDIC, with the U.S. being able to collect the money from the Dominican Republic for the SDIC if it failed to pay, thereby expanding U.S. interests in the Dominican even further. The U.S. did end up having to become involved in debt collection from the Dominican Republic when they defaulted on payments and European powers threatened to intervene should the U.S. not. In 1905, the U.S. sent in warships and demanded the customs house be turned over to U.S. negotiators, who used proceeds to pay foreign creditors. The case exemplifies the power that the U.S. were able to exert in the Americas as a result of the Roosevelt Corollary, with them taking action to prevent European powers becoming involved in debt collection via their usual methods, such as blockades. It gave the U.S. an advantage as they were able to control the internal situations of countries, including the Dominican Republic, to their benefit, even if this meant European powers waiting longer for their repayments. This model—in which U.S. advisors worked to stabilize Latin American nations through temporary protectorates, staving off European action—became known as " dollar diplomacy". The Dominican experiment, like most other "dollar diplomacy" arrangements, proved temporary and untenable, and the United States launched a larger military intervention in 1916 that lasted to 1924.


Other areas

U.S. presidents also cited the Roosevelt Corollary as justification for intervention in
Cuba Cuba, officially the Republic of Cuba, is an island country, comprising the island of Cuba (largest island), Isla de la Juventud, and List of islands of Cuba, 4,195 islands, islets and cays surrounding the main island. It is located where the ...
(1906–1909),
Nicaragua Nicaragua, officially the Republic of Nicaragua, is the geographically largest Sovereign state, country in Central America, comprising . With a population of 7,142,529 as of 2024, it is the third-most populous country in Central America aft ...
(1909–1910, 1912–1925, and 1926–1933),Bailey, Thomas Andrew. "A Latin American Protests (1943)." ''The American Spirit: Since 1865''. Boston: Houghton Mifflin, 1998. 199. Print.
Haiti Haiti, officially the Republic of Haiti, is a country on the island of Hispaniola in the Caribbean Sea, east of Cuba and Jamaica, and south of the Bahamas. It occupies the western three-eighths of the island, which it shares with the Dominican ...
(1915–1934), and the Dominican Republic (1916–1924). Although the main rationale for the corollary was to keep Europe from meddling in the Western Hemisphere, other intentions were hidden to retain the United States' reputation. Many other benefits such as the acquisition of raw materials and new markets attracted Roosevelt. These gains can be seen in the copious amount of sugar in Cuba or the abundant oil in Nicaragua.


Shift to the "Good Neighbor" policy

In 1928, President Calvin Coolidge issued the Clark Memorandum, often seen as a partial repudiation of the Roosevelt Corollary, which stated that the U.S. did not have the right to intervene when there was a threat by European powers. President
Herbert Hoover Herbert Clark Hoover (August 10, 1874 – October 20, 1964) was the 31st president of the United States, serving from 1929 to 1933. A wealthy mining engineer before his presidency, Hoover led the wartime Commission for Relief in Belgium and ...
also helped to move the U.S. away from the imperialist tendencies of the Roosevelt Corollary by embarking on good-will tours, withdrawing troops from Nicaragua and Haiti, and abstaining from intervening in the internal affairs of neighboring countries. In 1934, President
Franklin D. Roosevelt Franklin Delano Roosevelt (January 30, 1882April 12, 1945), also known as FDR, was the 32nd president of the United States, serving from 1933 until his death in 1945. He is the longest-serving U.S. president, and the only one to have served ...
further renounced interventionism and established his " Good Neighbor policy" that led to the annulment of the Platt Amendment by the Treaty of Relations with Cuba in 1934, and the negotiation of compensation for Mexico's nationalization of foreign-owned oil assets in 1938. Indeed, leaving unchallenged the emergence of dictatorships like that of Fulgencio Batista in Cuba,''American foreign relations: a history. Since 1895'', Vol. 2, 7th ed., Wadsworth, pp. 162–168, 2010 Rafael Trujillo in the Dominican Republic, Anastasio Somoza in Nicaragua, and François Duvalier in Haiti were each considered to be "Frankenstein dictators" due to the mishandlings of the American occupations in the countries. The era of the Good Neighbor policy ended with the start of the
Cold War The Cold War was a period of global Geopolitics, geopolitical rivalry between the United States (US) and the Soviet Union (USSR) and their respective allies, the capitalist Western Bloc and communist Eastern Bloc, which lasted from 1947 unt ...
in 1945, as the U.S. felt there was a greater need to protect the Western Hemisphere from Soviet influence. In 1954, Secretary of State
John Foster Dulles John Foster Dulles (February 25, 1888 – May 24, 1959) was an American politician, lawyer, and diplomat who served as United States secretary of state under President Dwight D. Eisenhower from 1953 until his resignation in 1959. A member of the ...
invoked the Monroe Doctrine and the Roosevelt Corollary at the Tenth Pan-American Conference in
Caracas Caracas ( , ), officially Santiago de León de Caracas (CCS), is the capital and largest city of Venezuela, and the center of the Metropolitan Region of Caracas (or Greater Caracas). Caracas is located along the Guaire River in the northern p ...
, denouncing the intervention of Soviet communism in
Guatemala Guatemala, officially the Republic of Guatemala, is a country in Central America. It is bordered to the north and west by Mexico, to the northeast by Belize, to the east by Honduras, and to the southeast by El Salvador. It is hydrologically b ...
. This was used to justify Operation PBSuccess that deposed President Jacobo Árbenz and installed a military dictatorship under Carlos Castillo Armas, the first in a series of military dictators in the country.


Historians' perspectives

Historians Cyrus Veeser and Matthias Maass present a positive view of the Roosevelt Corollary to the Monroe Doctrine. Veeser sees it as a part of the transition into the progressive era of American politics, with Roosevelt working towards combining U.S. foreign policy goals with private economic activity abroad, as seen with the SDIC in the Dominican Republic. He also uses the ideas of David Pletcher to back his ideas, showcasing the role that the Roosevelt Corollary played in transforming American foreign policy from the "uncertainty" and "improvisation" seen in the late nineteenth century to the "executive-driven, interventionist strategies" of the early twentieth century. This shift aided the U.S. in their goal for becoming a global power. Maass is equally complimentary of the role played by the Roosevelt Corollary, which he sees as being an updated version of the Monroe Doctrine suited to the modern circumstances of global imperialism. Although he acknowledges that it wasn’t necessarily a foregone conclusion, the political, economic, and military climate in the Americas at the beginning of the twentieth century made a declaration from the U.S. vital if they were to become the main police power of the Western Hemisphere and ward off European intervention in what they deemed their territory. Critics, such as American professor and linguist
Noam Chomsky Avram Noam Chomsky (born December 7, 1928) is an American professor and public intellectual known for his work in linguistics, political activism, and social criticism. Sometimes called "the father of modern linguistics", Chomsky is also a ...
, lie in-between the positive interpretations and avid opposers of the Roosevelt Corollary. He argues that the Roosevelt Corollary was merely a more explicit imperialist threat, building on the Monroe Doctrine, indicating that the U.S. would not only intervene in defense of South America in the face of European imperialism but also use its muscle to obtain concessions and privileges for American corporations, giving a more balanced view of an advanced Monroe Doctrine that was able to benefit the U.S. in their hemisphere.Chomsky, Noam. ''Hegemony or Survival: America's Quest for Global Dominance''. New York: Metropolitan Books, 2004 There are obvious differences between the Monroe Doctrine, which focused on defense of the Americas, and the Roosevelt Corollary that asserted U.S. power and ensured they were able to advance their own goals for U.S. gain. Historian Serge Ricard of the
University of Paris The University of Paris (), known Metonymy, metonymically as the Sorbonne (), was the leading university in Paris, France, from 1150 to 1970, except for 1793–1806 during the French Revolution. Emerging around 1150 as a corporation associated wit ...
argues that these differences are significant and that the Roosevelt Corollary did not simply escalate the Monroe Doctrine. Rather, the Roosevelt Corollary was "an entirely new diplomatic tenet that epitomized his 'big stick' approach to foreign policy." Ricard continues that the Corollary shows the United States’ righteous and paternalistic views towards Central and Latin America, which it used to justify its foreign interference and enforcement of economic principles that the U.S. deemed to be secure and right for such states. In other words, while the Monroe Doctrine sought to bar entry to the European empires, the Roosevelt Corollary arguably indicated the United States' intention to take their place. It could also be pointed out how the corollary violates the principles of self-determination and sovereignty that are noted in the
Declaration of Independence A declaration of independence is an assertion by a polity in a defined territory that it is independent and constitutes a state. Such places are usually declared from part or all of the territory of another state or failed state, or are breaka ...
. Roosevelt was a figure who embodied many American values: he was a war hero, an individualist, and a man of the common people. Yet his decision to take action in Latin America contradicts with the ideas enshrined in international law, which became a target for criticism.


See also

*
Banana Wars The Banana Wars were a series of conflicts that consisted of military occupation, police action, and Interventionism (politics), intervention by the United States in Central America and the Caribbean between the end of the Spanish–American W ...
*
Big stick ideology Big stick ideology, big stick diplomacy, big stick philosophy, or big stick policy was a political approach used by the List of presidents of the United States, 26th president of the United States, Theodore Roosevelt. The terms are derived from ...
* Bush Doctrine * Dollar diplomacy * Drago Doctrine * History of the United States (1865–1917) *
New Imperialism In History, historical contexts, New Imperialism characterizes a period of Colonialism, colonial expansion by European powers, the American imperialism, United States, and Empire of Japan, Japan during the late 19th and early 20th centuries. ...
* Territorial evolution of the United States


Citations


General bibliography

* Coyne, C. J., Davies, S. (2007). "Empire: public Goods and Bads." ''Econ Journal Watch'', 4(1), 3–45. * Glickman, Robert Jay. ''Norteamérica vis-à-vis Hispanoamérica: ¿opposición o asociación?'' Toronto: Canadian Academy of the Arts, 2005. . * Meiertöns, Heiko (2010). ''The Doctrines of US Security Policy – An Evaluation under International Law'', Cambridge University Press, . * Mitchell, Nancy. ''The Danger of Dreams: German and American Imperialism in Latin America'' (1999). * Mitchener, Kris James, and Marc Weidenmier. "Empire, public goods, and the Roosevelt Corollary", ''Journal of Economic History'' (2005) 64#5 pp. 658+ * Rabe, Stephen G. "Theodore Roosevelt, the Panama Canal and the Roosevelt Corollary: Sphere of Influence Diplomacy", ch. 16 in Serge Ricard, ed., ''A Companion to Theodore Roosevelt'' (2011) * Ricard, Serge. "The Roosevelt Corollary". ''Presidential Studies'' 2006 36(1): 17–26. Fulltext: in Swetswise and Ingenta * Ricard, Serge. "Theodore Roosevelt: Imperialist or Global Strategist in the New Expansionist Age?" ''Diplomacy & Statecraft'' (2008) 19#3 pp. 639–657. * Sexton, Jay. ''The Monroe Doctrine: Empire and Nation in Nineteenth-Century America'' (Macmillan, 2011.)


External links

* {{United States intervention in Latin America 1904 in international relations 1904 in the United States Banana Wars Foreign policy doctrines of the United States Hegemony Imperialism History of United States expansionism Presidency of Theodore Roosevelt Monroe Doctrine