Fordlândia: The Dearborn Carmaker’s Amazon Folly

Biographical, Economic history, Geography, International Relations, Regional History

Pioneering American industrialist Henry Ford built his first commercial automobile in 1901, and went on in the years following to revolutionise the motor vehicle industry with his eponymous Model T Ford and his innovative assembly line production techniques. With the advent of Fordism (a system involving modern technological machinery and standardised production in high volumes) Ford was paying his auto industry employees an (at the time) unprecedented $5 a day! However it came with very consequential strings (a dehumanisation of the workplace and the loss of workers’ individual autonomy).

By the 1920s Ford was pursuing a plan to harness the waters of the Tennessee River to power a proposed 75-mile long mega-city, which the car-maker proclaimed would be a “new Eden” in northwest Alabama. A concerted campaign by political opponents within the US however blocked Ford’s efforts to get the scheme off the ground ‘[‘Valley of Visions’, (Adam Bruns), Site Selection Magazine, May 2010, www.siteselection.com]. Vexated but undaunted, Ford turned to the remote Amazon jungle for his next big project.

6096BD8B-AFD2-48FF-9871-5E0D67F38B37

The rubber market and “latex gold”
Rubber was in high demand by car manufacturers like Ford and his American rivals General Motors and Chrysler. Rubber is the source of latex, which is vulcanised to create car tyres and for a range of other vehicle parts (eg, valves, gaskets, hoses, electrical wiring). The problem for Ford and other manufacturers was that the European colonial powers, France, the Netherlands and (especially) Britain, had an established monopoly on the production of rubber through their profitable South-East Asian colonies (Malaysia, the East Indies, Vietnam, Ceylon). Ford was particularly concerned that the British, spearheaded by its secretary for colonial affairs Winston Churchill, was intent on creating a rubber cartel to further monopolise the valuable product for the Europeans. The industrialist therefore was looking round for a cheaper way of sourcing rubber…he briefly considered planting rubber trees in the Florida Everglades but that didn’t turn out to be promising. His focus eventually fixed on Brazil and its vast Amazon Basin (see also the Footnotes).

53AB8121-4557-4E3D-9921-E73FE6D2E28A
Eyes on Brazil

From 6,000 km away in Ford’s Dearborn  car ‘empire’ headquarters, the Amazon looked a logical location for a rubber plantation. It was after all the original (and therefore seemingly the natural) environment for producing latex, being the home of the plant Hevea brasiliensis, used to make the most elastic and purest form of latex!

Ford’s idealistic and ideological vision
Clearly Henry Ford saw the long-term business advantages of securing a consistent supply of latex at the most favourable prices, but in his public pronouncements he let it be known that he viewed the Brazilian project as something grander than an attempt to corner a resource market  – “a civilising mission” no less! Ford regularly couched his intervention in Amazonia in terms of it being an act of “benevolence to help that wonderful and fertile land” [‘Lost cities #10: Fordlandia – the failure of Henry Ford’s utopian city in the Amazon’, (Drew Reed), The Guardian, 19-Aug-2016, www.theguardian.com]. While some of the car manufacturer’s overblown utterances may have been an indulgence in PR, the Amazonian venture (and the fact that he persisted with it long, long past its use-by-date) suggests that the idea of Fordlândia represented something in his core that was deeply idealistic. Greg Grandin in his epic study of the Fordlândia experiment, has noted that despite the runaway success of his Detroit-based business empire, Ford had become increasingly disatisfied with modern American society and culture as he saw it, there was a whole catalogue of things that he abhorred…including war, unions, alcohol, cigarettes, cow’s milk(!), modern dance, Wall Street financiers, Jews, the creeping intervention of government into business and into American life as a whole [Fordlândia: The Rise and Fall of Henry Ford’s Forgotten Jungle City, (2010)].

A blinkered idealism
Ford saw in the challenge of carving a viable city out of the Brazilian wilderness, a potential antidote to all he disliked about his homeland – a way to recreate “a vision of Americana that was slipping out of his grasp at home” [ibid.]. Another driver in Ford’s Amazonian quest was the unflinching faith in his capacity to replicate the Dearborn business success elsewhere, including the Amazon jungle. This idealism led Ford, even when things went “pear-shaped” in Fordlândia “to deliberately reject the expert advice” and blindly cling to his peculiarly personal notion of trying “to turn the Amazon into the Midwest of his imagination” [ibid.]. Moreover, Grandin notes, that the greater the reverses of  Henry’s rubber enterprises in the Amazon, the more the carmaker would describe his ‘mission’ in Brazil in idealistic terms – Fordlândia would, he stressed repeatedly, bring economic stability and increases in the standard of life to the impoverished people of the Brazilian interior; the new city would support 10,000 people, etc [ibid.].

Initially, the government and it seems, the Brazilian people in the main, welcomed Ford’s Amazonian industrial city. Brazilian officials, especially consul José de Lima, went to great pains to woo the American carmaker once his interest in the Amazon became known. Some Brazilian officials even heaped overly-lavish, religiously evocative praise on Ford , calling him the “Jesus Christ of Industry”, the “Moses of the Twentieth Century” and “the salvation of Brazil’s long-moribund rubber industry” [ibid.].

By the terms of the business deal, Ford would pay the Brazilian government about US$125,000 for 5,625 square miles of land and the company was to be exempt from taxes. Under the concessions Ford’s city was to be granted an autonomous bank, police force and schools, to many observers it was a violation of Brazilian sovereignty…”it was as if Ford had the right to run Forlândia as a separate state”. The sceptical Santarém (local) press mockingly referred to the Dearborn (Michigan) car manufacturer as “São Ford” (“St Ford”) [ibid.].

The blueprint for Fordlândia
Ford poured a massive amount of resources into his (new) utopian ‘dream’ city. The plant was equipped with “state-of-the-art” processing facilities. No expense was spared on constructing the American village (known locally as Vila Americana) which was reserved for American management. It was equipped with a swimming pool, a golf course, tennis courts, a library, schools and a hospital. Not surprisingly, the de luxe conditions of the Americans’ village was in grotesque contrast with that of the Brazilian workers whose rudimentary houses lacked even running water [ibid.].

Setbacks and drawbacks
The jungle site picked out for Ford’s prefabricated industry town was Aveiro on the River Tapajós, in the state of Pará.  From the get-go in 1928 things did not go well! First off, clearing the dense jungle for the site was really hard (and dangerous) work…even with Ford’s promise to pay high wages to the locals, labour was in short supply. The project’s logistics provided another headache, the location’s communications and transportation had serious shortcomings, The location was hilly and there were no roads to Aveiro so movement was by boat up and down the river, and seasonal climatic conditions tended to impede access (also latter on hindering the cargo vessels trying to reach Fordlândia to load up the latex).

14238571-267A-400B-9A8E-8AE59427F0D1

“Agri-ignorance”
The task of planting rubber trees was thoroughly error-ridden. Ford’s managers used antiquated planting techniques, the team lacked basic knowledge of tropical agriculture. A fundamental flaw that proved critical was the company’s  practice (ignoring the advice of Brazilian botanists) of planting the rubber trees too close to each other, this resulted in making the plantings susceptible to disease (enabling the destructive South American leaf blight to move easily from tree to tree) [ibid.].

Illness caused by the harsh tropical location wreaked havoc with the work force (especially the migrant workers but also affecting the American staff). Workers went down with various ailments (malaria, VD, yellow fever, beriberi, parasites, snake bites, etc) placing a strain on the already overwhelmed company health services [ibid.].

Subverting worker morale
Ford imposed strict conditions of behaviour on the work force – in keeping with his personal puritanical code. A prohibition ban was imposed (to match the prevailing injunction on alcohol in the US at the time). In light of the severely harsh conditions they were working under, Ford’s “absolutely no tolerance” liquor policy was totally unrealistic. Workers were forced to endure a regime of rigid conformity – regimentation of plantation life, adhering to strict standards of discipline and hygiene. And to make things even more onerous, Ford introduced the same, notorious heavy-handed yolk of enforcement he employed in the River Rouge automobile plant in Detroit. Ford’s “Big Brother” like Service Department men were employed to carry out highly intrusive spot searches on workers’ quarters to ensure compliance with the edicts.

7405683B-B783-423E-B198-22948C4EDE1CAmericanisation overkill
Ford insisted that the migrant workers at Fordlândia adhere to Americanised conditions of work and services which ignored the local realities and cultural norms. This meant everyone got American-style housing with metal roofs which were conductors of the already intense tropical heat (in preference to the more sensible natural thatch roofs they were used to in Brazil). Another “First World” error by Ford was to build workers’ houses close to the ground…the locals in the Amazon knew to build high up on stilts so that they didn’t get overrun with animals and insects! Ford was insistent on interfering with the Brazilians’ diets, workers were fed unfamiliar food like hamburgers, whole-wheat bread and unpolished rice, and they were encouraged to plant flowers and vegetables on their plots. The American managers, with scant regard for the workers, forced them to work in the middle of the day in full tropical sun. Inevitably, the migrant workers staged a revolt against the management practices, known as Quebra-Panelas (the “Breaking Pans”). They rioted in late 1930, protesting against Ford’s imposed conditions, and the Brazilian army had to intervene to restore order (with management making some concessions with regard to the food) [ibid.].

Erratic managerial direction
Part of the problem with Fordlândia was with the management. They’re was a rapid turnover of managers in the first two years of the settlement.  Ford’s often wrong-headed policies were not easy to implement, but some managers were not up to the task and others just couldn’t hack it in the extremely challenging and arduous Amazon and quit. Unsurprisingly, with mismanagement morale plummeted, the American staff increasingly engaged in wild parties and drunken revelry.  It wasn’t until Scot Archibald Johnston was put in charge at the end of 1930 that progress started to be made at Fordlândia.  Johnston was able to improve the infrastructure, enhance the lifestyles of employees’ – new entertainments and recreations – film and dance nights, gardening, football games (overturning Ford’s earlier ban) and more education options. Grandin feels that under Johnston’s management, the city “came closest to Ford’s original ideal”. But still the yields of latex didn’t come remotely close to the company’s anticipated returns.

4412DA21-392C-47AA-85D1-E3A2E8B393CFWith the lack of commercial success, the original Brazilian government enthusiasm for Ford’s project waned badly. Even from the start there had been critics of the done deal that was vague on many details and required Ford to use only 40 % of his land grant for the production of latex. Eventually, there was a loss of credibility for Fordlândia – with the situation showing little improvement, the Brazilian middle classes ultimately could not square Ford’s “self-promoted reputation for rectitude and efficiency” with the reality of the plantation’s dismal track record [ibid.]

FN 1: British ‘Bio-piracy’
The European monopoly on rubber had its origins in the unscrupulous actions of British botanist Henry Wickham who clandestinely pilfered Hevea seeds out of the Amazon in the late 19th century. These were propagated successfulyl in Asia, putting the three colonial powers in a frontline advantageous economic position in the trade. The sale of latex, especially to the US auto industry which needed rubber for the expansion of the burgeoning industry, helped Great Britain and France pay off its (WWI) war debts [Grandin, op.cit.].

FN 2: The “latex lords”
Before the rise of the Asian rubber plantations, Brazil was the dominant world supplier…in the second half of the 19th century, processed rubber accounted for 40% of Brazil’s total exports. The Amazon’s big towns, Manaus and Belem, profited spectacularly from the rubber boom as witnessed by the magnificent BeauxArts palaces and grand neoclassical municipal buildings that sprang up. By the early 1920s however, the country’s rubber industry had bottomed out and Brazil was bankrupt [ibid.].8AA4C2F1-C6C5-485B-B7E9-59AF6443F91A
••••——••——•••——••——•••——••———••——•••——••——••——••——•••———••——••——••••
so successful that the Ford Motor Company had captured over half the US auto sales market by 1921
rubber cultivation thrived in South-east Asia due to a combination of factors – the parasites (insects and fungi) that feed off the rubber in Brazil were not present; the cross-breeding of trees led to increased yields of sap. The plantations were close to ports (cf. Brazil), reducing the transportation costs. Lastly, the cost of labour (principally derived from China) was significantly lower [Grandin, op.cit.]

as it transpired, the deal was not as great as the Detroit carmaker thought …”swindled by a Brazilian con artist” Ford paid around three-times the value of the land [G Grandin, Empire’s Workshop: Latin America, The United States and the Rise of the New Imperialism, (2005)]

  a hardship compounded by the company providing the clearers with very poor housing conditions
and impossible to fully enforce…plantation workers got round the prohibitions (Ford’s ‘puritanism’ extended to bans on women in the town, on smoking and on the playing of football as well) by establishing illicit bars, nightclubs and brothels on the so-called “Island of innocence”, [‘Fordlândia’, Wikipedia, http://en.m.wikipedia.org]
leading some Brazilians to speculate that Ford’s real motives for intervening were to seek oil, gold and political leverage [Grandin, op.cit.].

Iceland’s “Dog-Days King”: The Nine Week Summer Republic

Biographical, International Relations, Military history, Regional History

In the middle of the Napoleonic Wars with conflict raging in different parts of the Continent, attention switched momentarily to the North Atlantic. In 1807 the United Kingdom attacked Copenhagen, capturing or neutralising virtually the entire Danish navy. The Danish response was to join the European conflict on Napoleon’s side against Britain and its allies.

3C77B278-D979-4FD1-8EF7-09F067A692BFIceland at this time was a sovereign territory under the realm of the Danish-Norwegian real union. During the hostilities, in 1809, a British trading expedition to Iceland was mounted by London soap merchant Samuel Phelps. Accompanying Phelps on this mission was a Danish adventurer with a dodgy past, Jørgen Jørgenson whose escapades in Iceland and elsewhere were to make him one the most colourful characters of the era.

5A37D9C4-31FD-4DEC-86A5-F76C80F5DEE0Jørgenson’s coup
Despite Iceland’s citizens suffering from a shortage of provisions, the governor of the colony rebuffed Phelps’ request to trade with the locals. At this point, Phelps and especially Jørgenson, took things into their own hands. The Dane had the governor (Count FC Trampe) apprehended and his administration deposed in a “bloodless coup”. Jørgenson immediately declared Iceland a republic, free and independent of Danish-Norwegian rule.

Jørgenson’s “reform agenda” for Iceland
Unhesitatingly Jørgenson assumed the top spot in the new regime, adopting the title of “His Excellency, the Protector of Iceland, Commander in Chief by Sea and Land” [James Dally, ‘Jorgenson, Jorgen (1780–1841)’, Australian Dictionary of Biography, National Centre of Biography, Australian National University, http://adb.anu.edu.au/biography/jorgenson-jorgen-2282/text2935, published first in hardcopy 1967, accessed online 1 January 2019].

37E838ED-8BC0-4C51-ACA3-AD239B43F381

The ‘protector’ set about designing a flag (above) for the ‘republic’ and built a fort which he named Fort Phelps after the merchant who financed the expedition. Jörgenson announced a series of reforms, pledging to lower taxes on the citizenry, establish price controls on grain, and to restore the Althing (Iceland’s historic parliament dating back to AD 930) [Historical Dictionary of Iceland, (Sverrir Jakobsson & Gudamundar Hálfdanarson) [1st Ed.]]. Jørgenson’s proclamations that he was acting on behalf of Icelanders to liberate them from colonial servitude have a question mark over them…in his autobiography Jørgenson hints at the fact that he had been motivated more by personal gain and glory than by any altruistic aims [‘The Convict King’ by Jørgen Jørgenson (edited by James Francis Hogan)].85E4BE72-F29C-4506-B70D-64E993BDB16B

The “nine week republic”
The English were not in favour of Jørgenson’s bold unilateral coup, the influential Sir Joseph Banks for instance decried the takeover by Jørgenson as illegal – although its interesting to note that Banks had already urged Westminster to annex Iceland (as well as Greenland and the Faroe Islands) and turn the North Atlantic into a “British lake” [Jørgen Jørgenson’s Liberation of Icelandic – A Bicentenary’, Tasmanian Times, (Kim Peart), 31-May-2009, www.tasmaniantimes.com]. Just nine weeks after the deposition of Danish rule on the island, the HMS Talbot under Captain Alexander Jones was despatched to the capital Reikevig (Reykjavík) to take the Danish “mini-Napoleon” into custody and restore Danmark-Norge rule.

Jørgenson was taken back to London (apparently voluntarily) where was imprisoned for breaching his parole which had forbidden him from leaving England without permission. After the defeat of Denmark-Norway’s ally France in 1814, Norway was ceded to Sweden and Iceland ceded to Denmark (Treaty of Kiel). It was the not until 1944 that Iceland finally obtained full independence from the Danes and became, this time permanently, a republic.

462A415E-ED30-4BCA-AA68-2253DDBADCAB

⟰ Engraving commemorating Jørgenson on the Ross Bridge, Tasmania

PostScript: Jørgen Jørgenson, opportunist adventurer 
Jørgenson’s eventful life, both before and after his brief Icelandic escapade, was a entertaining cavalcade of alternating peaks and troughs. His autobiography makes the case for Jørgenson as “man of many parts”: “Being the Life and Adventures of Jörgen Jörgensen, Monarch of Iceland, Naval Captain, Revolutionist, British Diplomatic Agent, Author, Dramatist, Preacher, Political Prisoner, Gambler, Hospital Dispenser, Continental Traveller, Explorer, Editor, Expatriated Exile, and Colonial Constable.“ [Hogan, op.cit.]. Among other things, Jørgenson had two lengthy spells in Van Diemens Land (Tasmania), involved in the early exploration of that island✥; had a number of mandatory stays at “His Majesty’s Pleasure” (the Fleet Prison, Newmarket); was for a time a spy FOR the British; and in between adventures he wasted an inordinate amount of time engaged in nonstop gambling and drinking.

☤☤  ☤ ☤ ☤☤

Note: Icelanders today refer to Jørgenson as Jörundur hundadaga-Konyngur (“Jørgen the Dog-Days King”) (Icelanders tend to characterise summer as the “dog-days”).

☤☤ ☤ ☤ ☤☤
_____________________________________________
✱ Jørgenson had called for the creation of a liberal constitution based on that of the United States and the French First Republic
✥ ‘Vandemonians’ have heaped on Jørgenson some of his more  romanticised sobriquets, such as the “Founder of the City of Hobart Town” and the “Viking of Van Diemens Land”

Franklin’s Ill-fated 1840s Arctic Misadventure: A Story with a Remarkable Shelf Life

Geography, Natural Environment, Regional History, Science and society

66A71A0E-500D-42CC-9CAC-BE23BF072BE8

Christopher Columbus’s 1492 voyage to the islands of the Caribbean and the opening up of the “New World” provoked a Pan-European search to find an ocean route through the American continent to reach the rich trading ports of the Orient. Within a few years efforts were being focused on locating the North-West Passage, the Arctic archipelago at the top end of Canada. Over the following few centuries various names in exploration – John Cabot, John Davis, Martin Frobisher, Francis Drake, Henry Hudson, William Baffin, James Cook, George Vancouver, William Parry, James Knight and others – tried without success to navigate a route through the elusive passage.

By the 19th century “the Cape” trade route to East Asia was in full swing, but the prospect of finding a shorter route, the Northwest Passage, still beckoned to the explorer nations of the “Old World”. As mid-century approached the British Admiralty under the driving force of Sir John Barrow launched plans for yet another attempt on the Passage, this was to become the most talked-about and most tragic of all of the Arctic expeditions. Forebodings about the 1845 expedition began perhaps with the Admiralty’s choice of leader. Rear Admiral Sir John Franklin, despite a long career as a naval officer and prior experience in Arctic exploration, was not the preferred man✱. With other, more highly thought of candidates like Sir James Clark Ross and William Edward Parry declining, Franklin was perhaps as high as fourth or fifth choice! Moreover, the crews selected, though numerically sufficient for such a mission, had some question marks about them…they were mostly inexperienced in polar regions, only a few of the men had been to the Arctic before [‘Erebus and Terror – John Franklin. In Search of the North-West Passage’, Cool Antarctic, www.coolantarctic.com].9DBA385E-A689-4ADB-AC65-C41A29595DA5

Exploration vessels supplied to the max
Misgivings about the expedition commander aside, the expedition did not lack for preparation – provisions intended to last three years were taken, along with equipment for hunting and fishing. Given the extreme trials and tribulations that the voyageurs were forced to endure when things ultimately went horribly wrong, the practicality of some of the inclusions might raise a query. Room was made on the expedition’s ships (‘Erebus’ and ‘Terror’) for, among other cargo items, 9,000 lbs of chocolate, 3,600 gallons of spirits, nearly 5,000 gallons of ale and porter✦ and 7,088 lbs of tobacco [‘Franklin’s Provisions’, (Arctic Passage), www.pbs.org].

A massive floating library
The expedition members had no shortage of reading material, each ship was laden with well over a thousand hard-bound books plus numerous journals … one estimate puts the total at 2,900 volumes, ‘Terror on the Ice: How Obsession Doomed Franklin’s Arctic Expedition’, (Martyn Conterio), History Answers, 27-Apr-2018, www.historyanswers.co.uk]. Religious volumes of Christian instruction formed much of the library (each of the 128 crewmen⌖ were issued with a Book of Common Prayer), but variety was provided with various works of literature popular in the day (novels of Charles Dickens, Goldsmith’s The Vicar of Wakefield, etc), volumes of Punch (a weekly magazine of humour and satire), as well as a host of technical volumes [‘The Library of the Erebus and the Terror’ (Russell A Potter), Visions of the North, 26-Apr-2009, www.visionsnorth.blogspot.com].

Luxury and comfort on a pro-rata class basis
The two ships were equipped and furnished in quite a luxurious fashion. The officers’ quarters (however not the crew’s) were decorated elaborately with the finest curtains and furniture, and kitchens stocked with beautiful ceramic plates and the like. The rear-admiral’s own special fiddle-pattern cutlery lined the drawers. Even more impressively, the Erebus and the Terror had built-in comforts – to counter the Arctic cold the converted bomb-vessels were equipped with hot water and heating systems, something that later proved consequential in how the story ended up. The ships were well-equipped for the task at hand with scientific instruments, navigational tools and daguerreotype cameras.

‘Erebus on Ice’ (FE Musin) NMM Greenwich
The expedition ships made slow but steady progress over the course of two years, getting as far as King William Island and Victoria Strait, where in deteriorating conditions ice entrapped the ships. After Franklin died (1847), Captain Francis Crozier, skipper of the Terror took over command of the expedition. A year later Crozier abandoned the ships to their icy graves and led the remaining men (recent archaeological findings and forensic testing suggests that four of the crew were in fact women!) on foot south to try to reach the nearest established Canadian outpost…in the process all crew members perished, possibly from starvation or other (unknown) causes.

The hunt for Franklin’s expedition
Back in London, unaware of the expedition’s end-game the Admiralty prevaricated and only really launched a serious attempt at rescue after a media campaign launched by Lady (Jane) Franklin. Over a period of more than 20 years, the lost polar expedition prompted what has been described as “the greatest rescue operation in the history of exploration”[Marsh, J., & Beattie, O., Franklin Search (2018) in The Canadian Encyclopedia. Retrieved from https://www.thecanadianencyclopedia.ca/en/article/franklin-search]…more than 30 missions (most by sea, one from the opposite direction, some by land) were launched to try to locate the vessels’ whereabouts [‘Uncovering the secrets of John Franklin’s doomed voyage’, (Robin McKie), The Guardian, 02-Nov-2014, www.theguardian.com].

The “shock and horror” of white cannibals
By the early 1850s no one bar perhaps Lady Franklin in her most optimistic moments thought the expedition crew still alive. With public interest in Franklin’s fate at a peak the British government eventually offered a reward of £20,000 to anyone who ‘assisted’ the lost expedition. In 1854 Dr John Rae’s mission (under the aegis of the Hudson’s Bay Company) unearthed the key to the mystery while bringing upon himself great controversy and hostility. Rae learned of the missing men’s fate from local (Nunavut) Inuits who told him that members of the expedition had resorted to cannibalism, eating dead crewmen in an attempt to avoid starvation. Such a notion was abhorrent to Lady Franklin and scandalised polite society in England…Charles Dickens endorsed Jane’s view that the word of “Esquimaux savages” should not be trusted and actively propagandised to refute the accursed idea [‘How Lady Franklin led Charles Darwin to disgrace himself’, (14-Sep-2014), www.kenmcgoogan.blogspot.com].

In the fullness of time John Rae’s viewpoint was vindicated. Archaeologists examining the remains of sailors found that they had flesh and even marrow removed from their bones to feed those of the expedition who were still alive. Far from being isolated occurrences, the cannibalism committed was of several stages of the practice [“‘Pot Polish’ On Bones From Franklin’s 1845 Arctic Expedition Is Evidence Of Cannibalism”, (Kristina Killgrove), Forbes, 01-VII-2015, www.forbes.com].

Lady Franklin on the counter-offensive
In the face of the accusations of cannibalism, Franklin’s widow, horrified at its association with the expedition and with Franklin’s name, devoted the rest of her life to salvaging his reputation⊡. Lady Franklin lobbied politicians, enlisted the help of prominent and influential citizens✪, raised funds for a succession of new search parties, even consulted clairvoyants! [‘Finding HMS Terror: the Franklin Expedition and making sense of the past’, (Andrew Lambert), History Extra, 28-Sep-2016, www.historyextra.com].

Discovery – unravelling some of the mystery
The Admiralty officially called a halt to the search for the Terror and Erebus in 1859, though Franklin’s indefatigable widow continued to promote recovery attempts until her death in 1875. In the modern era the Canadian government and other organisations revived the search for Franklin’s vessels. Since the 1980s a raft of relics associated with the ships and crews have been retrieved from the Canadian tundra and subjected to new forensic scrutiny, then finally a Parks Canada mission made the dramatic discovery that had eluded around 90 previous expeditions – the two ships were located using Sonar (Erebus in September 2014/Terror in September 2016). A bonus to the great discoveries was that both vessels, preserved by the ice, were still significantly intact!

What killed the expedition’s crew members?
With a lot more information unearthed now, a lot more is known of what happened. There has much speculation over the years as to how the sailors perished – the extreme climatic conditions, pneumonia, disease (TB), scurvy✣, starvation, have all been put forward to greater or lesser degrees, and all seem to have been contributory factors to the tradegy[‘Cool Antarctic’, loc.cit.]. The reality though is that the exact nature of how the voyageurs died remains a mystery and possibly may never be resolved.

Tinned poison?
Other theories have focused on the tins of canned food on board the exploration vessels. Proportionate to the anticipated length of the journey the Terror and the Erebus was loaded with 8,900 lbs of canned vegetables and 33,289 lbs of canned meats, all up comprising an estimated quantity of 8,000 tins [‘Food on board an Arctic expedition – The Franklin Expedition’, Parks Canada, www.pc.gc.ca]. The contribution of the tinned food to the sailors’ diet has led some to speculate that the dead crews were victims of botulism or possibly a form of lead poisoning contracted from the harmful type of lead soldering used on the tins [ibid.]. This explanation gained widespread currency at one time, however others have pointed out deficiencies and inconsistencies in the argument…tinned food consumed in the earlier James Ross Antarctic expedition involving the same two vessels did not have anything remotely like the harmful effect suffered on the Franklin voyage [‘Identification of the Probable Source of the Lead Poisoning Observed in Members of the Franklin Expedition’, (William Battersby), Journal of the Hakluyt Society, Sept 2008, www.hakluyt.com].

Lead poisoning from another source?
A recent counter-argument has suggested that, rather than the soldering on the tins that was the deadly ingredient on the forlorn Franklin expedition, the poisoning of the men (abnormally high levels of lead were detected in forensic examinations) emanated from the specific boat modifications added to make the polar voyage more tolerable. Battersby has argued that the lead infusion came from the “unique distilled water systems fitted to the ships” [ibid.].

EB6DE332-F941-4FCB-9F43-5247086CCAE9
Model of HMS Erebus

Footnote: One curious caper that continue to fascinate
Franklin’s polar expedition struck a resounding chord with the popular imagination. Search party after search party trying to unravel the mystery of the explorers’ disappearance, the tragic aftermath and the anthropophagus undertones, have held an enduring fascination for people on both sides of the Atlantic. The peculiar mystique of the Franklin story has provided inspiration for the great writers of fiction such as Verne, Dickens, Wilkie Collins, Twain, Conrad and Atwood, as well as numerous retellings of the narrative in book form, several TV series and popular songs. All captivated by a story which as characterised by Andrew Lambert is “a unique, unquiet compound of mystery, horror and magic” [Franklin: Tragic Hero of Polar Navigation, (2011)].

34AF9F9E-C489-4B7E-A10A-D8A8868B5D81PostScript: The reason for the mission – “discovery and science”, geographical curiosity, terrestrial magnetism?
The raison d’être of the Franklin Expedition, according to the standard interpretation, was to chart a path through the Arctic archipelago to the Pacific. Franklin’s brief therefore was to find the passage that had eluded at least 60 earlier expeditions going back as far as the 1600s. This emphasis on navigating a feasible route has been challenged by some historians. Andrew Lambert for instance has refocused the mission’s objective on its scientific and geomagnetic observations. He argues that the expedition was part of a big project⋇ that sought to advance oceanic navigation by enhancing science’s understanding of the Earth’s magnetic field. According to Lambert, John Franklin was chosen not for his exploration prowess but as a leading magnetic scientist, his agenda was to get as close to the Magnetic North Pole as possible (if this was his task, judging by where the two expedition vessels were found, he got quite close) [‘Finding HMS Terror’, loc.cit].

____________________________________________________________________
✱ at 59 many considered the portly Franklin too old for such an arduous and hazardous mission. Franklin had recently come off an unhappy tenure as Lt-Governor of Van Diemen’s Land (Tasmania) which had resulted in his being recalled early to England
✦ including extra strong West Indian rum, 35% overproof
⌖ forensic testing of recent discoveries of remains suggests that four of the crew were in fact women!
⊡ remembering also that John Franklin had been keen to accept command of the expedition in 1845 to try to restore his reputation after the events of his Tasmanian governorship left it somewhat tarnished
✪ Victorian Britons seemed to have had a soft spot for Franklin…even prior to the tragic voyage he was viewed as a hero despite being involved in two earlier unsuccessful Arctic expeditions! Much like the later Scott of the Antarctic Franklin appears to have been lionised by the public for undertaking a “noble quest” in the field of exploration albeit being a failure
✣ the sailors definitely suffered from a scorbutic disorder – the vitamin C contained in the supply of lemon juice intended to counter scurvy was rendered ineffective after the liquid became frozen, [Lambert, loc.cit]
⋇ the 1830s and’40s British scientists (with Irish geomagnetic pioneer Edward Sabine in the forefront) were instrumental in promoting a campaign to launch expeditions to establish geomagnetic observatories around the globe (labelled the Magnetic Crusade by historian John Cawood), J Cawood, ISIS, 1979, 70 (No 254), History of Science Society].

The Much Mooted ‘Hillbilly Wars’ of Appalachia: The McCoy v. Hatfield Feud

Cinema, Popular Culture, Regional History

One of the iconic historic associations with the hills of Appalachia is the fateful conflict in the last quarter of the 19th century between two mountain-dwelling families – the Hatfields and the McCoys. The feud between the two “warring clans” has tended to be wrapped in the veneer of legend, obscured by the myth-making of popular culture over the decades. The McCoy-Hatfield feud has featured in a raft of US books, songs, comic strips, feature movies and television shows (with both animated and human content)✱. These overwhelmingly fictionalised narratives of the Hatfields and the McCoys have vouchsafed a place for them in the annals of American folklore and at the same time contributed to the caricatured impression of ‘hillbillies’ in the popular consciousness.

Tug Fork Valley and the family patriarchs
In the 19th century the McCoys lived (as they do today) on the Kentucky side of Tug Fork (a tributary of the Big Sandy River), with the Hatfields residing on the other side of the river (in West Virginia). The Hatfield patriarch was William Anderson Hatfield, widely known as ‘Devil Anse’, while the patriarch of the McCoys was Randolph McCoy (sometimes identified as ‘Randall’ McCoy). Of the two families the Hatfields were appreciably more affluent than the McCoys (Devil Anse’s profitable timber business employed many men including some McCoys).

Patriarch of the Hatfield family, ‘Devil Anse’
Background to the feud
The earliest incident between the two families seemed to have occurred during the Civil War…in 1865 Asa Harmon McCoy, who fought with the Union during the war, was ambushed and killed by members of a local Confederate militia connected to the Hatfield family. Some have identified the feud’s genesis in the murder, but Harmon McCoy’s siding with the North (while almost all of the McCoys and the Hatfields gave their allegiances to the Confederacy) made him unpopular with both families. His death did not trigger a reprisal and most historians have concluded that the incident was a stand-alone event [‘The Hatfield & McCoy Feud’, History, www.history.com].

A porcine pretext for feuding
Some thirteen years after the shooting of Randall McCoy’s brother, a new incident was the catalyst for a downward decline in relations between the McCoys and the Hatfields. The trigger was a dispute over the ownership of a razorback hog in 1878. The McCoy clan claimed that the Hatfields had stolen one of their pigs. A subsequent legal case (known as the “Hog Trial”) was brought before the local Justice of the Peace (who happened to be a Hatfield), who predictably dismissed the charge…the McCoys responded by killing one of the allies of the Hatfields.

Makings of a vendetta: “Tit-for-tat” acts of vengeance
Over the next ten to twelve years a pattern emerged of accusations, recriminations, acts of violence and retaliations – with excesses on both sides. Both clans used their connexions with the law in ‘home’ jurisdiction (either Kentucky or West Virginia) to try to exact retribution against the other. In separate incidents, the McCoy boys ‘arrested’ Johnse (pronounced “John-see”) Hatfield after he entered into a romantic liaison with Roseanna McCoy✦, followed in turn by Hatfield constables apprehending and extraditing three of Roseanna’s brothers for the killing of Devil Anse Hatfield’s brother Ellison.

Escalation and denouement of the feud
By now “bad blood” was endemic between the families. In the years after 1882 the conflict escalated dramatically…killings met with counter-killings (more than 12 members or associates of the two families died during the decade). A Hatfield raid on the McCoy patriarch’s farm in 1888 – known as the ‘New Year Night’s Massacre’ – resulted in the murder of two of Randolph McCoy’s children. The subsequent Battle of the Grapevine Creek, an attempt by the Hatfields to take out the McCoys once and for all, resulted in an ambush gone wrong…the tables were turned on the Hatfield raiders and the bulk of their number were arrested. Over the next few years they were tried and all given jail sentences (except one, possibly a ‘scapegoat’, who was executed). The ill feelings slowly dissipated with the conclusion of the trials and the conflict receded from memory – in 1890 the New York Times reported that the feud was at an end (there was in fact still the odd simmering flare-up such as in the mid 1890s but the potentially explosive incidents were effectively over) [‘A Long Feud Ended’, NYT, 06-Sep-1890, www.rarenewspapers.com].

Hatfield clan 1890s

Scope of the feud: a media “beat-up”?
While the McCoy-Hatfield feud played out in the Appalachians, the Eastern Seaboard press whetted the public’s imagination with its well-received accounts of the conflict. The press coverage tended to be negative, especially towards the wealthier Hatfields, who it portrayed as “violent backwoods hillbillies” roaming the mountains wreaking violence. As the shootings continued, what had been a local story of isolated homicides got national traction and was sensationalised by the newspapers.[‘History’, loc.cit.]. Some historians, in particular Altina Waller, have argued that the myth-making surrounding the ‘feud’ has obscured the realities and significance of the event. Waller’s contention is that the feud lasted only twelve years – from the hog episode to the sentencing of the Hatfields. [AL Waller, Feuds, Hatfields, McCoys and Social Change in Appalachia,1860-1900, (1988)].

Advocates for the Appalachian region tend to view the Hatfield-McCoy feud (as depicted by the press) as part of the widespread stereotyping of the entire mountain region [West Virginia Archives and History,, ‘Time Trail, West Virginia’ (1998), www.wvculture.org]. The negativity of the story and the focus on it by external mechanisms of popular culture is seen by many locals in Pike and Mingo counties (where the events took place) and the wider region as another example of the outside’s “Appalachia bashing”✥.

Matewan (WV) wall illustration: depicting the Hatfield-McCoy feud

Economic underpinnings of the feud
The feud at its height was a deeply personal one for both families, however an underlying factor in the hostilities was the depressed economic situation in Appalachia at the time. Resentment of Devil Anse Hatfield’s success as a timber merchant (contrasted with the less sanguine fortunes of the McCoys) no doubt played a part in the inter-family tensions. Given the McCoys’ struggle to make a go of farming their land, the incident of the stolen hog (from their perspective) was a serious economic setback for the family. Another player and prime mover behind the conflict was McCoy cousin Perry Cline, who hated Devil Anse and the Hatfields as much as any of the McCoys. Cline was sued by Devil Anse for allegedly cutting timber on Hatfield land. Devil Anse won the judgement and was awarded as damages all of Cline’s virgin West Virginian land (5,000 acres). From that point on, Cline, a lawyer, believing he had been robbed of his rightful property, unwaveringly pursued the Hatfields using his political connections in Kentucky. Cline’s actions, spurred on by the desire to payback Devil Anse Hatfield, helped revive and prolong the feud [AL Waller, ‘Hatfield-McCoy: Economic motives fuelled feud that tarred region’s image’, Lexington Herald Leader, 30-Jul-2012, www.kentucky.com].

Footnote: Rampant flourishing commercialism
The famous feud is long-buried but not forgotten in the Tug Fork and Big Sandy River valleys. The opportunity for commercial advantage from the McCoys and Hatfields’ past remains alive…tourism of the area is well-served by the “Hatfield and McCoy Historical Site Restoration”. In the 21st century reunion festivals and marathons (“no feudin’, just runnin'”) have taken place. More crassly opportunistic was the appearance of descendants of the two families as contestants on the TV panel show ‘Family Feud’ in 1979 [‘Hatfield-McCoy feuds’, Wikipedia, http://en.m.wikipedia.org].

PostScript: The ‘Sheep Wars’
The Hatfield-McCoy feud is not the only protracted inter-clan feud in American history, just the most famous. Arizona’s version of Hatfield v. McCoy was the Pleasant Valley Feud (AKA the ‘Tonto Range War’) which pitted the Grahams’ against the Tewksburys’ in the 1880s and ’90s…the Arizona-based feud was the classic “grazing war” of cattle-men versus sheep-herders, a recurring source of conflict in much of the ‘Old West’ [‘Arizona’s Pleasant Valley War’, www.legandsofamerica.com].

Tewksbury homestead

˙˙˙˚˚˚˙˙˙˚˚˚˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚˙˙˙˚˚˚

Ya-hooo! The Ad-men milking the stereotype for all its worth…

✱ the preceding blog, ‘Ma and Pa Kettle on the Farm Again: Hillbilly Stereotypes in Film and Television’ touched on films based on the McCoy and Hatfield saga. Even in mainstream product advertising, the  overly hirsute, “Moonshine-crazed”, “gun-toting” hillbilly trope permeates, eg. PepsiCo’s “Mountain Dew” soft drink
✦ the subject of a 1949 Hollywood B-movie (Roseanna McCoy) which largely fictionalised the cross-clan romance – New York Times‘ short-hand summation of the movie was “feudin’, fussin’ and lovin'”. The real Johnse later dumped Roseanna for another McCoy, her cousin Nancy who he married
✥ part of a whole litany of complaints by Appalachians about how they are portrayed in the media, in film and TV, by Democrat politicians in the big cities