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Coordinates: 52°29′06″N 13°20′40″E / 52.484932°N 13.344395°E / 52.484932; 13.344395
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"Ich bin ein Berliner" (German pronunciation: [ˈʔɪç ˈbɪn ʔaɪn bɛɐ̯ˈliːnɐ], "I am a Berliner") is a speech by United States President John F. Kennedy given on June 26, 1963, in West Berlin. It is widely regarded as the best-known speech of the Cold War and the most famous anti-communist speech. Kennedy aimed to underline the support of the United States for West Germany, 22 months after Soviet-occupied East Germany erected the Berlin Wall to prevent mass emigration to the West. The message was aimed as much at the Soviets as it was at Berliners, and was a clear statement of U.S. policy in the wake of the construction of the Berlin Wall. Another phrase in the speech was also spoken in German, "Lasst sie nach Berlin kommen" ("Let them come to Berlin"), addressed at those who claimed "we can work with the Communists", a remark at which Nikita Khrushchev scoffed only days later.
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The speech is considered one of Kennedy's best, both a notable moment of the Cold War and a high point of the New Frontier. It was a great morale boost for West Berliners, who lived in an enclave deep inside East Germany and feared a possible East German occupation. Speaking to an audience of 120,000, from a platform erected on the steps of Rathaus Schöneberg, Kennedy said,
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Two thousand years ago, the proudest boast was civis romanus sum ["I am a Roman citizen"]. Today, in the world of freedom, the proudest boast is "Ich bin ein Berliner!"... All free men, wherever they may live, are citizens of Berlin, and therefore, as a free man, I take pride in the words "Ich bin ein Berliner!"
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Kennedy used the phrase twice in his speech, including at the end, pronouncing the sentence with his Boston accent and reading from his note "ish bin ein Bearleener", which he had written out using English orthography to approximate the German pronunciation. He also used the classical Latin pronunciation of civis romanus sum, with the c pronounced [k] and the v as [w].
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There is a widespread misconception in non-German-speaking countries that the phrase was not used correctly and actually means "I am a doughnut", referring to the "Berliner" doughnut. That has become something of an urban legend, including equally incorrect claims about the audience laughing at Kennedy's use of phrase.
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Germany's capital, Berlin, was deep within the area controlled by the Soviet Union after World War II. Initially governed in four sectors controlled by the four Allied powers (United States, United Kingdom, France and the Soviet Union), tensions of the Cold War escalated until the Soviet forces implemented the Berlin Blockade, which the Western allies relieved with the dramatic airlift. Afterward, the sectors controlled by the NATO Allies became an effective exclave of West Germany, completely surrounded by East Germany. Starting in 1952, the border between East and West was closed everywhere but in Berlin. Hundreds of thousands of East Germans defected to the West via West Berlin, a labour drain that threatened East Germany with economic collapse.
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In 1961, the East German government under Walter Ulbricht erected a barbed-wire barrier around West Berlin, officially called the antifaschistischer Schutzwall (anti-fascist protective barrier). The East German authorities argued that it was meant to prevent spies and agents of West Germany from crossing into the East. However, it was universally known as the Berlin Wall and its real purpose was to keep East German citizens from escaping to the West. Over a period of months the wall was rebuilt using concrete, and buildings were demolished to create a "death zone" in view of East German guards armed with machine guns. The Wall closed the biggest loophole in the Iron Curtain, and Berlin went from being one of the easiest places to cross from East Europe to West Europe to being one of the most difficult.[1]
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The West, including the U.S., was accused of failing to respond forcefully to the erection of the Wall. Officially, Berlin was under joint occupation by the four allied powers, each with primary responsibility for a certain zone. Kennedy's speech marked the first instance where the U.S. acknowledged that East Berlin was part of the Soviet bloc along with the rest of East Germany. On July 25, 1961, Kennedy insisted in a presidential address that the U.S. would defend West Berlin, asserting its Four-Power rights, while making it clear that challenging the Soviet presence in Germany was not possible.
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The Ich bin ein Berliner speech is in part derived from a speech Kennedy gave at a Civic Reception on May 4, 1962, in New Orleans; there also he used the phrase civis Romanus sum by saying "Two thousand years ago the proudest boast was to say, "I am a citizen of Rome." Today, I believe, in 1962 the proudest boast is to say, "I am a citizen of the United States." And it is not enough to merely say it; we must live it. Anyone can say it. But Americans who serve today in West Berlin—your sons and brothers --[...] are the Americans who are bearing the great burden."[2] The phrases "I am a Berliner" and "I am proud to be in Berlin" were typed already a week before the speech on a list of expressions to be used, including a phonetic transcription of the German translation. Such transcriptions are also found in the third draft of the speech (in Kennedy's own handwriting), from June 25. The final typed version of the speech does not contain the transcriptions, which are added by hand by Kennedy himself.[3]
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In practice sessions before the trip, Kennedy had run through a number of sentences, even paragraphs, to recite in German; in these sessions, he was helped by Margaret Plischke, a translator working for the US State Department; by Ted Sorensen, Kennedy's counsel and habitual speechwriter; and by an interpreter, Robert Lochner, who had grown up in Berlin. It became clear quickly that the president did not have a gift for languages and was more likely to embarrass himself if he were to cite in German for any length.[3]
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But there are differing accounts on the origin of the phrase Ich bin ein Berliner. Plischke wrote a 1997 account[4] of visiting Kennedy at the White House weeks before the trip to help compose the speech and teach him the proper pronunciation; she also claims that the phrase had been translated stateside already by the translator scheduled to accompany him on the trip ("a rather unpleasant man who complained bitterly that he had had to interrupt his vacation just to watch the President’s mannerisms").[5] Additionally, Ted Sorensen claimed in his memoir Counselor: A Life at the Edge of History (2008) to have had a hand in the speech, and said he had incorrectly inserted the word ein, incorrectly taking responsibility for the "jelly doughnut misconception", below,[6] a claim apparently supported by Berlin mayor Willy Brandt but dismissed by later scholars since the final typed version, which does not contain the words, is the last one Sorensen could have worked on.[3] Robert Lochner claimed in his memoirs that Kennedy had asked him for a translation of "I am a Berliner", and that they practiced the phrase in Brandt's office.[3] Daum credited the origin of the phrase Ich bin ein Berliner to Kennedy and his 1962 speech in New Orleans quoted above. According to Daum, Kennedy was affected by seeing the Berlin Wall, so that he "falls back on the most memorable passage of his New Orleans speech given the year before, changing pride in being an American in being a Berliner."[3]
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Behind the long table set up on the steps of the Rathaus Schöneberg were U.S. and German dignitaries, including Dean Rusk (Kennedy's Secretary of State), Lucius D. Clay (the US administrator of Germany), Konrad Adenauer (the German chancellor), Willy Brandt, and Otto Bach (President of the Abgeordnetenhaus of Berlin). The crowd was estimated at 450,000 people.[7] Bach spoke first, of the recent developments in Berlin, especially the wall. He was followed by Konrad Adenauer, who spoke briefly and introduced the president.
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Kennedy was accompanied not by Robert Lochner, but by Heinz Weber of the Berlin mission; Weber translated the president's speech to the audience. Besides the typescript, Kennedy had a cue card on which he himself had written the phonetic spelling, and he surprised everyone by completely disregarding the speech, which had taken weeks to prepare. Instead, he improvised: "He says more than he should, something different from what his advisers had recommended, and is more provocative than he had intended to be."[3]
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The speech culminated with the second use in the speech of the Ich bin ein Berliner phrase: "Today, in the world of freedom, the proudest boast is Ich bin ein Berliner!" The crowd was quiet while Weber translated and repeated the president's German line; Kennedy was obviously relieved at the crowd's positive response and thanked Weber for his translation. Weber translated this compliment also. According to Daum, after this first successful delivery, "Kennedy, who fiddles a bit with his suit jacket, is grinning like a boy who has just pulled off a coup."[3]
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Kennedy's National Security Advisor McGeorge Bundy thought the speech had gone "a little too far", and the two revised the text of a second major speech scheduled at the Freie Universität Berlin later that day for a softer stance which "amounted to being a bit more conciliatory toward the Soviets."[8]
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While the immediate response from the West German population was positive, the Soviet authorities were less pleased with the combative Lass sie nach Berlin kommen. Only two weeks before, in his American University speech (formally titled "A Strategy of Peace"), Kennedy had spoken in a more conciliatory tone, speaking of "improving relations with the Soviet Union": in response to Kennedy's Berlin speech, Nikita Khrushchev, days later, remarked that "one would think that the speeches were made by two different Presidents."[9]
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Ronald Reagan would evoke both the sentiment and the legacy of Kennedy's speech 24 years later in his "Tear down this wall!" speech.
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There are commemorative sites to Kennedy in Berlin, such as the German-American John F. Kennedy School and the John F. Kennedy-Institute for North American Studies of the FU Berlin. The public square in front of the Rathaus Schöneberg was renamed John-F.-Kennedy-Platz. A large plaque dedicated to Kennedy is mounted on a column at the entrance of the building and the room above the entrance and overlooking the square is dedicated to Kennedy and his visit.
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The original manuscript of the speech is stored with the National Archives and Records Administration.
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There is a widespread belief that Kennedy made an embarrassing mistake by saying Ich bin ein Berliner. By not leaving out the indefinite article "ein," he supposedly changed the meaning of the sentence from the intended "I am a citizen of Berlin" to "I am a Berliner" (a Berliner being a type of German pastry, similar to a jelly doughnut), amusing Germans throughout the city.
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While the phrase "Ich bin ein Berliner" can be understood as having a double meaning, it is neither wrong to use it the way Kennedy did nor was it embarrassing.[10] According to some grammar texts,[11] the indefinite article can be omitted in German when speaking of an individual's profession or origin but is in any case used when speaking in a figurative sense.[12][13] Furthermore, although the word "Berliner"[9][14] is used for a jelly doughnut in the north, west and southwest of Germany, it is not used in Berlin itself or the surrounding region, where the usual word is "Pfannkuchen" (literally "pancake").
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A further part of the misconception is that the audience to his speech laughed at his supposed error. They actually cheered and applauded both times the phrase was used. They laughed and cheered a few seconds after the first use of the phrase when Kennedy joked with the interpreter: "I appreciate my interpreter translating my German."[15]
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The misconception appears to have originated in Len Deighton's spy novel Berlin Game, published in 1983, which contains the following passage, spoken by Bernard Samson:
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'Ich bin ein Berliner,' I said. It was a joke. A Berliner is a doughnut. The day after President Kennedy made his famous proclamation, Berlin cartoonists had a field day with talking doughnuts.[16]
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In Deighton's novel, Samson is an unreliable narrator, and his words cannot be taken at face value. However, The New York Times' review of Deighton's novel appeared to treat Samson's remark as factual and added the detail that Kennedy's audience found his remark funny:
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Here is where President Kennedy announced, Ich bin ein Berliner, and thereby amused the city's populace because in the local parlance a Berliner is a doughnut.[17]
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Four years later, it found its way into a New York Times op-ed:
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It's worth recalling, again, President John F. Kennedy's use of a German phrase while standing before the Berlin Wall. It would be great, his wordsmiths thought, for him to declare himself a symbolic citizen of Berlin. Hence, Ich bin ein Berliner. What they did not know, but could easily have found out, was that such citizens never refer to themselves as 'Berliners.' They reserve that term for a favorite confection often munched at breakfast. So, while they understood and appreciated the sentiments behind the President's impassioned declaration, the residents tittered among themselves when he exclaimed, literally, "I am a jelly-filled doughnut."[18]
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The doughnut misconception has since been repeated by media such as the BBC (by Alistair Cooke in his Letter from America program),[19] The Guardian,[20] MSNBC,[21] CNN,[22] Time magazine,[23] and The New York Times;[6] mentioned in several books about Germany written by English-speaking authors, including Norman Davies[24] and Kenneth C. Davis;[25] and used in the manual for the Speech Synthesis Markup Language.[26] It is also mentioned in Robert Dallek's biography of Kennedy, An Unfinished Life: John F. Kennedy, 1917–1963.[27]
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Another reference to this misconception appears in David Foster Wallace's novel Infinite Jest, published in 1996, which contains the following passage:
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Few foreigners realize that the German term Berliner is also the vulgate idiom for a common jelly doughnut, and thus that Kennedy's seminal 'Ich bin ein Berliner' was greeted by the Teutonic crowds with a delight only apparently political.[28]
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The phrase and the legend are quoted very often in fiction and popular culture in the United States. Besides a direct quote, there exist many variations starting "Ich bin ein (+ noun, e.g., Frankfurter, Hamburger)" that are supposed to be understood by the primarily English-speaking audience based on the widespread knowledge of this German phrase and its myth. The phrase is perhaps ambiguous, but in context it is clear.
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Coordinates: 45°N 114°W / 45°N 114°W / 45; -114
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Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the Pacific Northwest region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise.
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For thousands of years Idaho has been inhabited by Native American peoples. In the early 19th century, Idaho was considered part of the Oregon Country, an area disputed between the United States and the United Kingdom. It officially became U.S. territory with the signing of the Oregon Treaty of 1846, but a separate Idaho Territory was not organized until 1863, instead being included for periods in Oregon Territory and Washington Territory. Idaho was eventually admitted to the Union on July 3, 1890, becoming the 43rd state.
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Forming part of the Pacific Northwest (and the associated Cascadia bioregion), Idaho is divided into several distinct geographic and climatic regions. The state's north, the relatively isolated Idaho Panhandle, is closely linked with Eastern Washington with which it shares the Pacific Time Zone—the rest of the state uses the Mountain Time Zone. The state's south includes the Snake River Plain (which has most of the population and agricultural land). The state's southeast incorporates part of the Great Basin. Idaho is quite mountainous, and contains several stretches of the Rocky Mountains. The United States Forest Service holds about 38% of Idaho's land, the highest proportion of any state.[8]
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Industries significant for the state economy include manufacturing, agriculture, mining, forestry, and tourism. A number of science and technology firms are either headquartered in Idaho or have factories there, and the state also contains the Idaho National Laboratory, which is the country's largest Department of Energy facility. Idaho's agricultural sector supplies many products, but the state is best known for its potato crop, which comprises around one-third of the nationwide yield. The official state nickname is the "Gem State", which references Idaho's natural beauty.[9]
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The name's origin remains a mystery.[10] In the early 1860s, when the U.S. Congress was considering organizing a new territory in the Rocky Mountains, the name "Idaho" was suggested by George M. Willing, a politician posing as an unrecognized delegate from the unofficial Jefferson Territory.[11] Willing claimed that the name was derived from a Shoshone term meaning "the sun comes from the mountains" or "gem of the mountains",[12] but it was revealed later that there was no such term and Willing claimed that he had been inspired to coin the name when he met a little girl named "Ida".[13] Since the name appeared to be fabricated, the U.S. Congress ultimately decided to name the area Colorado Territory instead when it was created in February 1861, but by the time this decision was made, the town of Idaho Springs, Colorado had already been named after Willing's proposal.
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The same year Congress created Colorado Territory, a county called Idaho County was created in eastern Washington Territory. The county was named after a steamship named Idaho, which was launched on the Columbia River in 1860. It is unclear whether the steamship was named before or after Willing's claim was revealed. Regardless, part of Washington Territory, including Idaho County, was used to create Idaho Territory in 1863.[14] Eventually, the name was given to the Idaho Territory, which would later become the U.S. state.
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Despite this lack of evidence for the origin of the name, many textbooks well into the 20th century repeated as fact Willing's account the name "Idaho" derived from the Shoshone term "ee-da-how". A 1956 Idaho history textbook says:
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"Idaho" is a Shoshoni Indian exclamation. The word consists of three parts. The first is "Ee", which in English conveys the idea of "coming down". The second is "dah" which is the Shoshoni stem or root for both "sun" and "mountain". The third syllable, "how", denotes the exclamation and stands for the same thing in Shoshoni that the exclamation mark (!) does in English. The Shoshoni word is "Ee-dah-how", and the Indian thought thus conveyed when translated into English means, "Behold! the sun coming down the mountain.[15]
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An alternative etymology attributes the name to the Plains Apache word "ídaahę́" (enemy) that was used in reference to the Comanche.[16]
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Idaho borders six U.S. states and one Canadian province. The states of Washington and Oregon are to the west, Nevada and Utah are to the south, and Montana and Wyoming are to the east. Idaho also shares a short border with the Canadian province of British Columbia to the north.
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The landscape is rugged with some of the largest unspoiled natural areas in the United States. For example, at 2.3 million acres (930,000 ha), the Frank Church-River of No Return Wilderness Area is the largest contiguous area of protected wilderness in the continental United States. Idaho is a Rocky Mountain state with abundant natural resources and scenic areas. The state has snow-capped mountain ranges, rapids, vast lakes and steep canyons. The waters of the Snake River run through Hells Canyon, the deepest gorge in the United States. Shoshone Falls falls down cliffs from a height greater than Niagara Falls.
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The most important river in Idaho is the major tributary of the Columbia River, the Snake River, which flows out from Yellowstone in northwestern Wyoming through the Snake River Plain in southern Idaho before turning north, leaving the state at Lewiston before joining the Columbia in Kennewick. Other major rivers are the Clark Fork/Pend Oreille River, the Spokane River, and major tributaries of the Snake river, including the Clearwater River, the Salmon River, the Boise River, and the Payette River. The Salmon River empties into the Snake in Hells Canyon and forms the southern boundary of Nez Perce County on its north shore, of which Lewiston is the county seat. The Port of Lewiston, at the confluence of the Clearwater and the Snake Rivers is the farthest inland seaport on the West Coast at 465 river miles from the Pacific at Astoria, Oregon.[17]
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The vast majority of Idaho's population lives in the Snake River Plain, a valley running from across the entirety of southern Idaho from east to west. The valley contains the major cities of Boise, Meridian, Nampa, Caldwell, Twin Falls, Idaho Falls, and Pocatello. The plain served as an easy pass through the Rocky Mountains for westward-bound settlers on the Oregon Trail, and many settlers chose to settle the area rather than risking the treacherous route through the Blue Mountains and the Cascade Range to the west. The western region of the plain is known as the Treasure Valley, bound between the Owyhee Mountains to the southwest and the Boise Mountains to the northeast. The central region of the Snake River Plain is known as the Magic Valley.
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Idaho's highest point is Borah Peak, 12,662 ft (3,859 m), in the Lost River Range north of Mackay. Idaho's lowest point, 710 ft (216 m), is in Lewiston, where the Clearwater River joins the Snake River and continues into Washington. The Sawtooth Range is often considered Idaho's most famous mountain range.[18] Other mountain ranges in Idaho include the Bitterroot Range, the White Cloud Mountains, the Lost River Range, the Clearwater Mountains, and the Salmon River Mountains.
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Idaho has two time zones, with the dividing line approximately midway between Canada and Nevada. Southern Idaho, including the Boise metropolitan area, Idaho Falls, Pocatello, and Twin Falls, are in the Mountain Time Zone. A legislative error (15 U.S.C. ch. 6 §264) theoretically placed this region in the Central Time Zone, but this was corrected with a 2007 amendment.[19] Areas north of the Salmon River, including Coeur d'Alene, Moscow, Lewiston, and Sandpoint, are in the Pacific Time Zone, which contains less than a quarter of the state's population and land area.
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Idaho's climate varies widely. Although the state's western border is about 350 miles (560 km) from the Pacific Ocean, the maritime influence is still felt in Idaho, especially in the winter when cloud cover, humidity, and precipitation are at their maximum extent. This influence has a moderating effect in the winter where temperatures are not as low as would otherwise be expected for a northern state with predominantly high elevations.[20] The maritime influence is least prominent in the state's eastern part where the precipitation patterns are often reversed, with wetter summers and drier winters, and seasonal temperature differences are more extreme, showing a more semi-arid continental climate.[21]
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Idaho can be hot, although extended periods over 98 °F (37 °C) are rare, except for the lowest point in elevation, Lewiston, which correspondingly sees little snow. Hot summer days are tempered by the low relative humidity and cooler evenings during summer months since, for most of the state, the highest diurnal difference in temperature is often in the summer.[22] Winters can be cold, although extended periods of bitter cold weather below zero are unusual. Idaho's all-time highest temperature of 118 °F (48 °C) was recorded at Orofino on July 28, 1934; the all-time lowest temperature of −60 °F (−51 °C) was recorded at Island Park Dam on January 18, 1943.
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Humans may have been present in the Idaho area as long as 14,500 years ago. Excavations at Wilson Butte Cave near Twin Falls in 1959 revealed evidence of human activity, including arrowheads, that rank among the oldest dated artifacts in North America. American Indian peoples predominant in the area included the Nez Percé in the north and the Northern and Western Shoshone in the south.
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A Late Upper Paleolithic site was identified at Cooper's Ferry in western Idaho near the town of Cottonwood by archaeologists in 2019. Based on evidence found at the site, first people lived in this area 15,300 to 16,600 years ago, predating the Beringia land bridge by about a thousand years. The discoverers, anthropology professor Loren Davis and colleagues, emphasized that they possess similarities with tools and artifacts discovered in Japan that date from 16,000 to 13,000 years ago.[24][25][26][27][28] The discovery also showed that the first people might not have come to North America by land, as previously theorized. On the contrary, they probably came through the water, using a Pacific coastal road.[27]
|
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The most parsimonious explanation we think is that people came down the Pacific Coast, and as they encountered the mouth of the Columbia River, they essentially found an off-ramp from this coastal migration and also found their first viable interior route to the areas that are south of the ice sheet.
|
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An early presence of French-Canadian trappers is visible in names and toponyms: Nez Percé, Cœur d'Alène, Boisé, Payette, some preexisting the Lewis and Clark and Astorian expeditions which themselves included significant numbers of French and Métis guides recruited for their familiarity with the terrain.
|
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Idaho, as part of the Oregon Country, was claimed by both the United States and Great Britain until the United States gained undisputed jurisdiction in 1846. From 1843 to 1849, present-day Idaho was under the de facto jurisdiction of the Provisional Government of Oregon. When Oregon became a state, what is now Idaho was in what remained of the original Oregon Territory not part of the new state, and designated as the Washington Territory.
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Between then and the creation of the Idaho Territory on March 4, 1863, at Lewiston, parts of the present-day state were included in the Oregon, Washington, and Dakota Territories. The new territory included present-day Idaho, Montana, and most of Wyoming. The Lewis and Clark expedition crossed Idaho in 1805 on the way to the Pacific and in 1806 on the return, largely following the Clearwater River both directions. The first non-indigenous settlement was Kullyspell House, established on the shore of Lake Pend Oreille for fur trading in 1809 by David Thompson of the North West Company.[29][30] In 1812 Donald Mackenzie, working for the Pacific Fur Company at the time, established a post on the lower Clearwater River near present-day Lewiston. This post, known as "MacKenzie's Post" or "Clearwater", operated until the Pacific Fur Company was bought out by the North West Company in 1813, after which it was abandoned.[31][32] The first attempts at organized communities, within the present borders of Idaho, were established in 1860.[33][34] The first permanent, substantial incorporated community was Lewiston in 1861.
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After some tribulation as a territory, including the chaotic transfer of the territorial capital from Lewiston to Boise,[35] disenfranchisement of Mormon polygamists upheld by the U.S. Supreme Court in 1877,[36] and a federal attempt to split the territory between Washington Territory which gained statehood in 1889, a year before Idaho, and the state of Nevada which had been a state since 1864, Idaho achieved statehood in 1890.[37]
|
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Idaho was one of the hardest hit of the Pacific Northwest states during the Great Depression.[38] Prices plummeted for Idaho's major crops: in 1932 a bushel of potatoes brought only ten cents compared to $1.51 in 1919, while Idaho farmers saw their annual income of $686 in 1929 drop to $250 by 1932.[39]
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In recent years, Idaho has expanded its commercial base as a tourism and agricultural state to include science and technology industries. Science and technology have become the largest single economic center (over 25% of the state's total revenue) within the state and are greater than agriculture, forestry and mining combined.[40]
|
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|
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+
The United States Census Bureau estimates Idaho's population was 1,787,065 on July 1, 2018, a 14% increase since 2010.[42]
|
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|
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+
Idaho had an estimated population of 1,754,208 in 2018, which was an increase of 37,265, from the prior year and an increase of 186,626, or 11.91%, since 2010. This includes a natural increase since the last census of 58,884 (111,131 births minus 52,247 deaths) and an increase due to net migration of 75,795 people into the state. There are large numbers of Americans of English and German ancestry in Idaho. Immigration from outside the United States resulted in a net increase of 14,522 people, and migration within the country produced a net increase of 61,273 people.
|
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|
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This made Idaho the tenth fastest-growing state after District of Columbia (+16.74%), Utah (+14.37%), Texas (+14.14%), Florida (+13.29%), Colorado (+13.25%), North Dakota (+13.01%), Nevada (+12.36%), Arizona (+12.20%) and Washington. From 2017 to 2018, Idaho grew the second-fastest, surpassed only by Nevada.
|
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|
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+
Nampa, about 20 miles (30 km) west of downtown Boise, became the state's second largest city in the late 1990s, passing Pocatello and Idaho Falls. Nampa's population was under 29,000 in 1990 and grew to over 81,000 by 2010. Located between Nampa and Boise, Meridian also experienced high growth, from fewer than 10,000 residents in 1990 to more than 75,000 in 2010 and is now Idaho's third largest city. Growth of 5% or more over the same period has also been observed in Caldwell, Coeur d'Alene, Post Falls, and Twin Falls.[43]
|
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|
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+
From 1990 to 2010, Idaho's population increased by over 560,000 (55%). The Boise metropolitan area (officially known as the Boise City-Nampa, ID Metropolitan Statistical Area) is Idaho's largest metropolitan area. Other metropolitan areas in order of size are Coeur d'Alene, Idaho Falls, Pocatello and Lewiston.
|
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|
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The table below shows the racial composition of Idaho's population as of 2016.
|
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|
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According to the 2017 American Community Survey, 12.2% of Idaho's population were of Hispanic or Latino origin (of any race): Mexican (10.6%), Puerto Rican (0.2%), Cuban (0.1%), and other Hispanic or Latino origin (1.3%).[44] The five largest ancestry groups were: German (17.5%), English (16.4%), Irish (9.3%), American (8.1%), and Scottish (3.2%).[48]
|
68 |
+
|
69 |
+
Note: Births in table don't add up, because Hispanics are counted both by their ethnicity and by their race, giving a higher overall number.
|
70 |
+
|
71 |
+
According to the Pew Research Center on Religion & Public Life, the self-identified religious affiliations of Idahoans over the age of 18 in 2008 and 2014 were:
|
72 |
+
|
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+
According to the Association of Religion Data Archives, the largest denominations by number of members in 2010 were The Church of Jesus Christ of Latter-day Saints with 409,265; the Catholic Church with 123,400; the non-denominational Evangelical Protestant with 62,637; and the Assemblies of God with 22,183.[59]
|
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|
75 |
+
English is the state's predominant language. Minority languages include Spanish [2] and various Native American languages.
|
76 |
+
|
77 |
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Gross state product for 2015 was $64.9 billion,[61] and the per capita income based on 2015 GDP and 2015 population estimates was $39,100.[61][62]
|
78 |
+
|
79 |
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Idaho is an important agricultural state, producing nearly one-third of the potatoes grown in the United States. All three varieties of wheat, dark northern spring, hard red, and soft white are grown in the state. Nez Perce County is considered a premier soft white growing locale.
|
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|
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Important industries in Idaho are food processing, lumber and wood products, machinery, chemical products, paper products, electronics manufacturing, silver and other mining, and tourism. The world's largest factory for barrel cheese, the raw product for processed cheese is in Gooding, Idaho. It has a capacity of 120,000 metric tons per year of barrel cheese and belongs to the Glanbia group.[63] The Idaho National Laboratory (INL) is the largest Department of Energy facility in the country by area. INL is an important part of the eastern Idaho economy. Idaho also is home to three facilities of Anheuser-Busch which provide a large part of the malt for breweries across the nation.
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A variety of industries are important. Outdoor recreation is a common example ranging from numerous snowmobile and downhill and cross-country ski areas in winter to the evolution of Lewiston as a retirement community based on mild winters, dry, year-round climate and one of the lowest median wind velocities anywhere, combined with the rivers for a wide variety of activities. Other examples would be ATK Corporation, which operates three ammunition and ammunition components plants in Lewiston. Two are sporting and one is defense contract. The Lewis-Clark valley has an additional independent ammunition components manufacturer and the Chipmunk rifle factory until it was purchased in 2007 by Keystone Sporting Arms and production was moved to Milton, Pennsylvania. Four of the world's six welded aluminum jet boat (for running river rapids) manufacturers are in the Lewiston-Clarkston, WA valley. Wine grapes were grown between Kendrick and Juliaetta in the Idaho Panhandle by the French Rothschilds until Prohibition. In keeping with this, while there are no large wineries or breweries in Idaho, there are numerous and growing numbers of award-winning boutique wineries and microbreweries in the northern part of the state.
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|
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Today, Idaho's largest industry is the science and technology sector. It accounts for over 25% of the state's revenue and over 70% of the state's exports. Idaho's industrial economy is growing, with high-tech products leading the way. Since the late 1970s, Boise has emerged as a center for semiconductor manufacturing. Boise is the home of Micron Technology, the only U.S. manufacturer of dynamic random-access memory (DRAM) chips. Micron at one time manufactured desktop computers, but with very limited success. Hewlett-Packard has operated a large plant in Boise since the 1970s, which is devoted primarily to LaserJet printers production.[64] Boise-based Clearwater Analytics is another rapidly growing investment accounting and reporting software firm, reporting on over $1 trillion in assets.[65] ON Semiconductor, whose worldwide headquarters is in Pocatello, is a widely recognized innovator of modern integrated mixed-signal semiconductor products, mixed-signal foundry services, and structured digital products. Coldwater Creek, a women's clothing retailer, is headquartered in Sandpoint. Sun Microsystems (now a part of Oracle Corporation) has two offices in Boise and a parts depot in Pocatello. Sun brings $4 million in annual salaries and over $300 million of revenue to the state each year.
|
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A number of Fortune 500 companies started in or trace their roots to Idaho, including Safeway in American Falls, Albertsons in Boise, JR Simplot across southern Idaho, and Potlatch Corp. in Lewiston. Zimmerly Air Transport in Lewiston-Clarkston was one of the five companies in the merger centered around Varney Air Lines of Pasco, Washington, which became United Airlines and subsequently Varney Air Group which became Continental Airlines.
|
88 |
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|
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In 2014, Idaho emerged as the second most small business friendly state, ranking behind Utah, based on a study drawing upon data from more than 12,000 small business owners.[66]
|
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+
Idaho has a state gambling lottery which contributed $333.5 million in payments to all Idaho public schools and Idaho higher education from 1990 to 2006.[67]
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Idaho state quarter
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American Falls Dam
|
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Wheat harvest on the Palouse
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Tax is collected by the Idaho State Tax Commission.[68]
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The state personal income tax ranges from 1.6% to 7.8% in eight income brackets. Idahoans may apply for state tax credits for taxes paid to other states, as well as for donations to Idaho state educational entities and some nonprofit youth and rehabilitation facilities.
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The state sales tax is 6% with a very limited, selective local option up to 6.5%. Sales tax applies to the sale, rental or lease of tangible personal property and some services. Food is taxed, but prescription drugs are not. Hotel, motel, and campground accommodations are taxed at a higher rate (7% to 11%). Some jurisdictions impose local option sales tax.
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The sales tax was introduced at 3% in 1965, easily approved by voters,[69] where it remained at 3% until 1983.[70]
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As of 2017, the primary energy source in Idaho was hydropower, and the energy companies had a total retail sales of 23,793,790 megawatthours (MWh).[71] As of 2017, Idaho had a regulated electricity market, with the Idaho Public Utilities Commission regulating the three major utilities of Avista Utilities, Idaho Power, and Rocky Mountain Power.[72]
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Idaho's energy landscape is favorable to the development of renewable energy systems. The state is rich in renewable energy resources but has limited fossil fuel resources. The Snake River Plain and smaller river basins provide Idaho with some of the nation's best hydroelectric power resources and its geologically active mountain areas have significant geothermal power and wind power potential. These realities have shaped much of the state's energy landscape.
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Idaho imports most of the energy it consumes. Imports account for more than 80% of energy consumption, including all of Idaho's natural gas and petroleum supplies and more than half of its electricity. Of the electricity consumed in Idaho in 2005, 48% came from hydroelectricity, 42% was generated by burning coal and 9% was generated by burning natural gas. The remainder came from other renewable sources such as wind.[73]
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The state's numerous river basins allow hydroelectric power plants to provide 556,000 MWh, which amounts to about three-fourths of Idaho's electricity generated in the state. Washington State provides most of the natural gas used in Idaho through one of the two major pipeline systems supplying the state. Although the state relies on out-of-state sources for its entire natural gas supply, it uses natural gas-fired plants to generate 127,000 MWh, or about ten percent of its output. Coal-fired generation and the state's small array of wind turbines supplies the remainder of the state's electricity output. The state produces 739,000 MWh but still needs to import half of its electricity from out-of-state to meet demand.[74]
|
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While Idaho's 515 trillion British thermal units (151 TWh) total energy consumption is low compared with other states and represents just 0.5% of United States consumption, the state also has the nation's 11th smallest population, 1.5 million, so its per capita energy consumption of 352 million BTU (103 MWh) is just above the national average of 333 million BTU (98 MWh).[74] As the 13th‑largest state in terms of land area of 83,570 square miles (53,480,000 acres; 216,400 km2), distance creates the additional problem of "line loss". When the length of an electrical transmission line is doubled, the resistance to an electric current passing through it is also doubled.
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In addition, Idaho also has the 6th fastest growing population in the United States with the population expected to increase by 31% from 2008 to 2030.[75] This projected increase in population will contribute to a 42% increase in demand by 2030, further straining Idaho's finite hydroelectric resources.[76]
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Idaho has an upper-boundary estimate of development potential to generate 44,320 GWh/year from 18,076 MW of wind power, and 7,467,000 GWh/year from solar power using 2,061,000 MW of photovoltaics (PV), including 3,224 MW of rooftop photovoltaics, and 1,267,000 MW of concentrated solar power.[77]
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Source:[78][79][80]
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The Idaho Transportation Department is the government agency responsible for Idaho's transportation infrastructure, including operations and maintenance as well as planning for future needs. The agency is also responsible for overseeing the disbursement of federal, state, and grant funding for the transportation programs of the state.[83]
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Idaho is among the few states in the nation without a major freeway linking its two largest metropolitan areas, Boise in the south and Coeur d'Alene in the north. US-95 links the two ends of the state, but like many other highways in Idaho, it is badly in need of repair and upgrade. In 2007, the Idaho Transportation Department stated the state's highway infrastructure faces a $200 million per year shortfall in maintenance and upgrades. I-84 is the main highway linking the southeast and southwest portions of the state, along with I-86 and I-15.
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Major federal aid highways in Idaho:
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Major airports include the Boise International Airport which serves the southwest region of Idaho and the Spokane International Airport (in Spokane, Washington) which serves northern Idaho. Other airports with scheduled service are the Pullman-Moscow Regional Airport serving the Palouse; the Lewiston-Nez Perce County Airport, serving the Lewis-Clark Valley and north central and west central Idaho; The Magic Valley Regional Airport in Twin Falls; the Idaho Falls Regional Airport; and the Pocatello Regional Airport.[84]
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Idaho is served by three transcontinental railroads. The Burlington Northern Santa Fe (BNSF) connects the Idaho Panhandle with Seattle, Portland, and Spokane to the west, and Minneapolis and Chicago to the east. The BNSF travels through Kootenai, Bonner, and Boundary counties. The Union Pacific Railroad crosses North Idaho entering from Canada through Boundary and Bonner, and proceeding to Spokane. Canadian Pacific Railway uses Union Pacific Railroad tracks in North Idaho carrying products from Alberta to Spokane and Portland, Oregon. Amtrak's Empire Builder crosses northern Idaho, with its only stop being in Sandpoint. Montana Rail Link also operates between Billings, Montana and Sandpoint, Idaho
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The Union Pacific Railroad also crosses southern Idaho traveling between Portland, Oregon, Green River, Wyoming, and Ogden, Utah and serves Boise, Nampa, Twin Falls, and Pocatello.
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The Port of Lewiston is the farthest inland Pacific port on the west coast. A series of dams and locks on the Snake River and Columbia River facilitate barge travel from Lewiston to Portland, where goods are loaded on ocean-going vessels.
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The constitution of Idaho is roughly modeled on the national constitution with several additions. The constitution defines the form and functions of the state government, and may be amended through plebiscite. Notably, the state constitution presently requires the state government to maintain a balanced budget. As result, Idaho has limited debt (construction bonds, etc.).[85]
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All of Idaho's state laws are contained in the Idaho Code and Statutes. The code is amended through the legislature with the approval of the governor. Idaho still operates under its original (1889) state constitution.[85]
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The constitution of Idaho provides for three branches of government: the executive, legislative and judicial branches. Idaho has a bicameral legislature, elected from 35 legislative districts, each represented by one senator and two representatives.
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Since 1946, statewide elected constitutional officers have been elected to four-year terms. They include: Governor, Lieutenant Governor, Secretary of State, Idaho state controller (Auditor before 1994), Treasurer, Attorney General, and Superintendent of Public Instruction.
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Last contested in 1966, Inspector of Mines was an originally elected constitutional office. Afterward it was an appointed position and ultimately done away with entirely in 1974.
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Idaho's government has an alcohol monopoly.
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The governor of Idaho serves a four-year term, and is elected during what is nationally referred to as midterm elections. As such, the governor is not elected in the same election year as the president of the United States. The current governor is Republican Brad Little, who was elected in 2018.
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Idaho's legislature is part-time. However, the session may be extended if necessary, and often is. Because of this, Idaho's legislators are considered "citizen legislators", meaning their position as a legislator is not their main occupation.
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Terms for both the Senate and House of Representatives are two years. Legislative elections occur every even numbered year.
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The Idaho Legislature has been continuously controlled by the Republican Party since the late 1950s, although Democratic legislators are routinely elected from Boise, Pocatello, Blaine County and the northern Panhandle.
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The highest court in Idaho is the Idaho Supreme Court. There is also an intermediate appellate court, the Idaho Court of Appeals, which hears cases assigned to it from the Supreme Court. The state's District Courts serve seven judicial districts.[86]
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Idaho is divided into political jurisdictions designated as counties. Since 1919 there are 44 counties in the state, ranging in size from 410 to 8,502 square miles (1,060 to 22,020 km2).
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Three counties were first designated as such by the Washington Territorial Legislature in 1861;[87] they were subsequently redesignated as Idaho counties in 1864. The 1861 Nez Percé county has since been broken up into Nez Percé, Lewis, Boundary, Benewah, Latah, Kootenai, and Clearwater counties.
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Idaho license plates begin with a county designation based on the first letter of the county's name. Where a letter is at the beginning of more than one name, a number accompanies precedingly in alphabetical order. This reflects an anomalous coincidental situation wherein 10 counties begin with B, seven with C and four with L, which is 21 of the 44 counties.
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After the Civil War, many Midwestern and Southern Democrats moved to the Idaho Territory. As a result, the early territorial legislatures were solidly Democrat-controlled. In contrast, most of the territorial governors were appointed by Republican presidents and were Republicans. This led to sometimes-bitter clashes between the two parties, including a range war with the Democrats backing the sheepherders and the Republicans the cattlemen. That ended with the "Diamondfield" Jack Davis murder trial. In the 1880s, Republicans became more prominent in local politics.
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In 1864, Clinton DeWitt Smith removed the territorial seal and the state constitution from a locked safe, and took them to Boise. This effectively moved the capital from where they were stored (Lewiston, Idaho) to the current capital Boise.[89]
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Since statehood, the Republican Party has usually been the dominant party in Idaho. At one time, Idaho had two Democratic parties, one being the mainstream and the other called the Anti-Mormon Democrats, lasting into the early 20th century. In the 1890s and early 1900s, the Populist Party enjoyed prominence while the Democratic Party maintained a brief dominance in the 1930s during the Great Depression. Since World War II most statewide-elected officials have been Republicans, though the Democrats did hold the majority in the House (by one seat) in 1958 and the governorship from 1971 to 1995.
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Idaho Congressional delegations have also been generally Republican since statehood. Several Idaho Democrats have had electoral success in the House over the years, but the Senate delegation has been a Republican stronghold for decades. Several Idaho Republicans, including current Senator Mike Crapo, have won reelection to the Senate, but only Frank Church has won reelection as a Democrat. Church was the last Idaho Democrat to win a U.S. Senate race, in 1974. Walt Minnick's 2008 win in the First Congressional District was the state's first Democratic Congressional victory in 16 years.
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In modern times, Idaho has been a reliably Republican state in presidential politics. It has not supported a Democrat for president since 1964. Even in that election, Lyndon Johnson defeated Barry Goldwater in the state by fewer than two percentage points, compared to a landslide nationally. In 2004, Republican George W. Bush carried Idaho by a margin of 38 percentage points and with 68.4% of the vote, winning in 43 of 44 counties. Only Blaine County, which contains the Sun Valley ski resort, supported John Kerry, who owns a home in the area. In 2008 Barack Obama's 36.1 percent[90] showing was the best for a Democratic presidential candidate in Idaho since 1976. However, Republican margins were narrower in 1992 and 1976.
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In the 2006 elections, Republicans, led by gubernatorial candidate CL "Butch" Otter, won all the state's constitutional offices and retained both of the state's seats in the United States House of Representatives. However, Democrats picked up several seats in the Idaho Legislature, notably in the Boise area.[91]
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Republicans lost one of the House seats in 2008 to Minnick, but Republican Jim Risch retained Larry Craig's Senate seat for the GOP by a comfortable margin.[92] Minnick lost his seat in the 2010 election to Republican State Rep. Raul Labrador.
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As of January 2020, the State of Idaho contains 105 school districts[94] and 62 charter schools.[95] The school districts range in enrollment from two to 39,507 students.[96]
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Idaho school districts are governed by elected school boards, which are elected in November of odd-numbered years,[97] except for the Boise School District, whose elections are held in September.[98]
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The Idaho State Board of Education oversees three comprehensive universities. The University of Idaho in Moscow was the first university in the state (founded in 1889). It opened its doors in 1892 and is the land-grant institution and primary research university of the state. Idaho State University in Pocatello opened in 1901 as the Academy of Idaho, attained four-year status in 1947 and university status in 1963. Boise State University is the most recent school to attain university status in Idaho. The school opened in 1932 as Boise Junior College and became Boise State University in 1974. Lewis-Clark State College in Lewiston is the only public, non-university four-year college in Idaho. It opened as a normal school in 1893.
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Idaho has four regional community colleges: North Idaho College in Coeur d'Alene; College of Southern Idaho in Twin Falls; College of Western Idaho in Nampa, which opened in 2009, College of Eastern Idaho in Idaho Falls, which transitioned from a technical college in 2017.
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Private institutions in Idaho are Boise Bible College, affiliated with congregations of the Christian churches and churches of Christ; Brigham Young University-Idaho in Rexburg, which is affiliated with The Church of Jesus Christ of Latter-day Saints and a sister college to Brigham Young University; The College of Idaho in Caldwell, which still maintains a loose affiliation with the Presbyterian Church; Northwest Nazarene University in Nampa; and New Saint Andrews College in Moscow, of reformed Christian theological background. McCall College is a non-affiliated two-year private college in McCall, which was founded in 2011 and later opened in 2013.
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Central Idaho is home to one of North America's oldest ski resorts, Sun Valley, where the world's first chairlift was installed in 1936.[99] Other noted outdoor sites include Hells Canyon, the Salmon River, and its embarkation point of Riggins.
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The Boise Open professional golf tournament has been played at Hillcrest Country Club since 1990 as part of the Web.com Tour.
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High school sports are overseen by the Idaho High School Activities Association (IHSAA).
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In 2016, Meridian's Michael Slagowski ran 800 meters in 1:48.70. That is one of the 35 fastest 800-meter times ever run by a high school boy in the United States.[100] Weeks later, he would become only the ninth high school boy to complete a mile in under four minutes, running 3:59.53.
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Judy Garland performed the elaborate song-and-dance routine "Born in a Trunk in the Princess Theater in Pocatello, Idaho" in the 1954 version of the film A Star is Born.[103]
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The 1985 film Pale Rider was primarily filmed in the Boulder Mountains and the Sawtooth National Recreation Area in central Idaho, just north of Sun Valley.[104]
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The 1988 film Moving, starring Richard Pryor, has the main character take a promotion in Idaho.[105]
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River Phoenix and Keanu Reeves starred in the 1991 movie My Own Private Idaho, portions of which take place in Idaho.[106][107]
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The 1996 film Dante's Peak was filmed in Wallace.
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The 2004 cult film Napoleon Dynamite takes place in Preston, Idaho; the film's director, Jared Hess, attended Preston High School.[108]
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In philosophy, ideas are usually taken as mental representational images of some object. Ideas can also be abstract concepts that do not present as mental images.[1] Many philosophers have considered ideas to be a fundamental ontological category of being. The capacity to create and understand the meaning of ideas is considered to be an essential and defining feature of human beings. In a popular sense, an idea arises in a reflexive, spontaneous manner, even without thinking or serious reflection, for example, when we talk about the idea of a person or a place. A new or an original idea can often lead to innovation.
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The word idea comes from Greek ἰδέα idea "form, pattern," from the root of ἰδεῖν idein, "to see." [2]
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One view on the nature of ideas is that there exist some ideas (called innate ideas) which can be general and abstract that they could not have arisen as a representation of an object of our perception but rather were in some sense always present. These are distinguished from adventitious ideas which are images or concepts which are accompanied by the judgment that they are caused or occasioned by an external object.[1]
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Another view holds that we only discover ideas in the same way that we discover the real world, from personal experiences. The view that humans acquire all or almost all their behavioral traits from nurture (life experiences) is known as tabula rasa ("blank slate"). Most of the confusions in the way ideas arise is at least in part due to the use of the term "idea" to cover both the representation perceptics and the object of conceptual thought. This can be always illustrated in terms of the scientific doctrines of innate ideas, "concrete ideas versus abstract ideas", as well as "simple ideas versus complex ideas".[3]
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Plato in Ancient Greece was one of the earliest philosophers to provide a detailed discussion of ideas and of the thinking process (in Plato's Greek the word idea carries a rather different sense from our modern English term). Plato argued in dialogues such as the Phaedo, Symposium, Republic, and Timaeus that there is a realm of ideas or forms (eidei), which exist independently of anyone who may have thoughts on these ideas, and it is the ideas which distinguish mere opinion from knowledge, for unlike material things which are transient and liable to contrary properties, ideas are unchanging and nothing but just what they are. Consequently, Plato seems to assert forcefully that material things can only be the objects of opinion; real knowledge can only be had of unchanging ideas. Furthermore, ideas for Plato appear to serve as universals; consider the following passage from the Republic:
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"We both assert that there are," I said, "and distinguish in speech, many fair things, many good things, and so on for each kind of thing."
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"Yes, so we do."
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"And we also assert that there is a fair itself, a good itself, and so on for all things that we set down as many. Now, again, we refer to them as one idea of each as though the idea were one; and we address it as that which really is."
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"That's so."
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"And, moreover, we say that the former are seen, but not intellected, while the ideas are intellected but not seen."
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Descartes often wrote of the meaning of idea as an image or representation, often but not necessarily "in the mind", which was well known in the vernacular. Despite that Descartes is usually credited with the invention of the non-Platonic use of the term, he at first followed this vernacular use.b In his Meditations on First Philosophy he says, "Some of my thoughts are like images of things, and it is to these alone that the name 'idea' properly belongs." He sometimes maintained that ideas were innate [4] and uses of the term idea diverge from the original primary scholastic use. He provides multiple non-equivalent definitions of the term, uses it to refer to as many as six distinct kinds of entities, and divides ideas inconsistently into various genetic categories.[5] For him knowledge took the form of ideas and philosophical investigation is the deep consideration of these entities.
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In striking contrast to Plato's use of idea [6] is that of John Locke. In his Introduction to An Essay Concerning Human Understanding, Locke defines idea as "that term which, I think, serves best to stand for whatsoever is the object of the understanding when a man thinks, I have used it to express whatever is meant by phantasm, notion, species, or whatever it is which the mind can be employed about in thinking; and I could not avoid frequently using it." [7] He said he regarded the book necessary to examine our own abilities and see what objects our understandings were, or were not, fitted to deal with. In his philosophy other outstanding figures followed in his footsteps — Hume and Kant in the 18th century, Arthur Schopenhauer in the 19th century, and Bertrand Russell, Ludwig Wittgenstein, and Karl Popper in the 20th century. Locke always believed in good sense — not pushing things to extremes and on taking fully into account the plain facts of the matter. He considered his common-sense ideas "good-tempered, moderate, and down-to-earth."
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As John Locke studied humans in his work “An Essay Concerning Human Understanding” he continually referenced Descartes for ideas as he asked this fundamental question: “When we are concerned with something about which we have no certain knowledge, what rules or standards should guide how confident we allow ourselves to be that our opinions are right?” [8] A simpler way of putting it is how do humans know ideas, and what are the different types of ideas. An idea to Locke “can simply mean some sort of brute experience.” [9] He shows that there are “No innate principles in the mind.”.[10] Thus, he concludes that “our ideas are all experiential in nature.” [11] An experience can either be a sensation or a reflection: “consider whether there are any innate ideas in the mind before any are brought in by the impression from sensation or reflection.” [8] Therefore, an idea was an experience in which the human mind apprehended something.
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In a Lockean view, there are really two types of ideas: complex and simple. Simple ideas are the building blocks for much more complex ideas, and “While the mind is wholly passive in the reception of simple ideas, it is very active in the building of complex ideas…” [12] Complex ideas, therefore, can either be modes, substances, or relations. Modes are when ideas are combined in order to convey new information. For instance, David Banach [13] gives the example of beauty as a mode. He says that it is the combination of color and form. Substances, however, is different. Substances are certain objects, that can either be dogs, cats, or tables. And relations represent the relationship between two or more ideas. In this way, Locke did, in fact, answer his own questions about ideas and humans.
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Hume differs from Locke by limiting idea to the more or less vague mental reconstructions of perceptions, the perceptual process being described as an "impression." [14][15] Hume shared with Locke the basic empiricist premise that it is only from life experiences (whether their own or others') that humans' knowledge of the existence of anything outside of themselves can be ultimately derived, that they shall carry on doing what they are prompted to do by their emotional drives of varying kinds. In choosing the means to those ends, they shall follow their accustomed associations of ideas.d Hume has contended and defended the notion that "reason alone is merely the 'slave of the passions'." [16][17]
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Immanuel Kant defines an idea as opposed to a concept. "Regulative ideas" are ideals that one must tend towards, but by definition may not be completely realized. Liberty, according to Kant, is an idea. The autonomy of the rational and universal subject is opposed to the determinism of the empirical subject.[18] Kant felt that it is precisely in knowing its limits that philosophy exists. The business of philosophy he thought was not to give rules, but to analyze the private judgement of good common sense.e
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Whereas Kant declares limits to knowledge ("we can never know the thing in itself"), in his epistemological work, Rudolf Steiner sees ideas as "objects of experience" which the mind apprehends, much as the eye apprehends light. In Goethean Science (1883), he declares, "Thinking ... is no more and no less an organ of perception than the eye or ear. Just as the eye perceives colors and the ear sounds, so thinking perceives ideas." He holds this to be the premise upon which Goethe made his natural-scientific observations.
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Wundt widens the term from Kant's usage to include conscious representation of some object or process of the external world. In so doing, he includes not only ideas of memory and imagination, but also perceptual processes, whereas other psychologists confine the term to the first two groups.[14] One of Wundt's main concerns was to investigate conscious processes in their own context by experiment and introspection. He regarded both of these as exact methods, interrelated in that experimentation created optimal conditions for introspection. Where the experimental method failed, he turned to other objectively valuable aids, specifically to those products of cultural communal life which lead one to infer particular mental motives. Outstanding among these are speech, myth, and social custom. Wundt designed the basic mental activity apperception — a unifying function which should be understood as an activity of the will. Many aspects of his empirical physiological psychology are used today. One is his principles of mutually enhanced contrasts and of assimilation and dissimilation (i.e. in color and form perception and his advocacy of objective methods of expression and of recording results, especially in language. Another is the principle of heterogony of ends — that multiply motivated acts lead to unintended side effects which in turn become motives for new actions.[19]
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C. S. Peirce published the first full statement of pragmatism in his important works "How to Make Our Ideas Clear" (1878) and "The Fixation of Belief" (1877).[20] In "How to Make Our Ideas Clear" he proposed that a clear idea (in his study he uses concept and idea as synonymic) is defined as one, when it is apprehended such as it will be recognized wherever it is met, and no other will be mistaken for it. If it fails of this clearness, it is said to be obscure. He argued that to understand an idea clearly we should ask ourselves what difference its application would make to our evaluation of a proposed solution to the problem at hand. Pragmatism (a term he appropriated for use in this context), he defended, was a method for ascertaining the meaning of terms (as a theory of meaning). The originality of his ideas is in their rejection of what was accepted as a view and understanding of knowledge by scientists for some 250 years, i.e. that, he pointed, knowledge was an impersonal fact. Peirce contended that we acquire knowledge as participants, not as spectators. He felt "the real", sooner or later, is information acquired through ideas and knowledge with the application of logical reasoning would finally result in. He also published many papers on logic in relation to ideas.
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G. F. Stout and J. M. Baldwin, in the Dictionary of Philosophy and Psychology, define idea as "the reproduction with a more or less adequate image, of an object not actually present to the senses." [21] They point out that an idea and a perception are by various authorities contrasted in various ways. "Difference in degree of intensity", "comparative absence of bodily movement on the part of the subject", "comparative dependence on mental activity", are suggested by psychologists as characteristic of an idea as compared with a perception.[14]
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It should be observed that an idea, in the narrower and generally accepted sense of a mental reproduction, is frequently composite. That is, as in the example given above of the idea of a chair, a great many objects, differing materially in detail, all call a single idea. When a man, for example, has obtained an idea of chairs in general by comparison with which he can say "This is a chair, that is a stool", he has what is known as an "abstract idea" distinct from the reproduction in his mind of any particular chair (see abstraction). Furthermore, a complex idea may not have any corresponding physical object, though its particular constituent elements may severally be the reproductions of actual perceptions. Thus the idea of a centaur is a complex mental picture composed of the ideas of man and horse, that of a mermaid of a woman and a fish.[14]
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Diffusion studies explore the spread of ideas from culture to culture. Some anthropological theories hold that all cultures imitate ideas from one or a few original cultures, the Adam of the Bible, or several cultural circles that overlap. Evolutionary diffusion theory holds that cultures are influenced by one another but that similar ideas can be developed in isolation.
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In the mid-20th century, social scientists began to study how and why ideas spread from one person or culture to another. Everett Rogers pioneered diffusion of innovations studies, using research to prove factors in adoption and profiles of adopters of ideas. In 1976, in his book The Selfish Gene, Richard Dawkins suggested applying biological evolutionary theories to the spread of ideas. He coined the term meme to describe an abstract unit of selection, equivalent to the gene in evolutionary biology.
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James Boswell recorded Samuel Johnson's opinion about ideas. Johnson claimed that they are mental images or internal visual pictures. As such, they have no relation to words or the concepts which are designated by verbal names.
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He was particularly indignant against the almost universal use of the word idea in the sense of notion or opinion, when it is clear that idea can only signify something of which an image can be formed in the mind. We may have an idea or image of a mountain, a tree, a building; but we cannot surely have an idea or image of an argument or proposition. Yet we hear the sages of the law 'delivering their ideas upon the question under consideration;' and the first speakers in parliament 'entirely coinciding in the idea which has been ably stated by an honourable member;' — or 'reprobating an idea unconstitutional, and fraught with the most dangerous consequences to a great and free country.' Johnson called this 'modern cant.'
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It has been pretended by some, (and in England especially,) that inventors have a natural and exclusive right to their inventions, and not merely for their own lives, but inheritable to their heirs. But while it is a moot question whether the origin of any kind of property is derived from nature at all, it would be singular to admit a natural and even an hereditary right to inventors. It is agreed by those who have seriously considered the subject, that no individual has, of natural right, a separate property in an acre of land, for instance.
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By a universal law, indeed, whatever, whether fixed or movable, belongs to all men equally and in common, is the property for the moment of him who occupies it, but when he relinquishes the occupation, the property goes with it. Stable ownership is the gift of social law, and is given late in the progress of society. It would be curious then, if an idea, the fugitive fermentation of an individual brain, could, of natural right, be claimed in exclusive and stable property.
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If nature has made any one thing less susceptible than all others of exclusive property, it is the action of the thinking power called an idea, which an individual may exclusively possess as long as he keeps it to himself; but the moment it is divulged, it forces itself into the possession of every one, and the receiver cannot dispossess himself of it. Its peculiar character, too, is that no one possesses the less, because every other possesses the whole of it. He who receives an idea from me, receives instruction himself without lessening mine; as he who lights his taper at mine, receives light without darkening me.
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That ideas should freely spread from one to another over the globe, for the moral and mutual instruction of man, and improvement of his condition, seems to have been peculiarly and benevolently designed by nature, when she made them, like fire, expansible over all space, without lessening their density in any point, and like the air in which we breathe, move, and have our physical being, incapable of confinement or exclusive appropriation. Inventions then cannot, in nature, be a subject of property.
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Society may give an exclusive right to the profits arising from them, as an encouragement to men to pursue ideas which may produce utility, but this may or may not be done, according to the will and convenience of the society, without claim or complaint from anybody. Accordingly, it is a fact, as far as I am informed, that England was, until we copied her, the only country on earth which ever, by a general law, gave a legal right to the exclusive use of an idea. In some other countries it is sometimes done, in a great case, and by a special and personal act but, generally speaking, other nations have thought that these monopolies produce more embarrassment than advantage to society.[23]
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To protect the cause of invention and innovation, the legal constructions of Copyrights and Patents were established. Patent law regulates various aspects related to the functional manifestation of inventions based on new ideas or incremental improvements to existing ones. Thus, patents have a direct relationship to ideas.
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In some cases, authors can be granted limited legal monopolies on the manner in which certain works are expressed. This is known colloquially as copyright, although the term intellectual property is used mistakenly in place of copyright. Copyright law regulating the aforementioned monopolies generally does not cover the actual ideas. The law does not bestow the legal status of property upon ideas per se. Instead, laws purport to regulate events related to the usage, copying, production, sale and other forms of exploitation of the fundamental expression of a work, that may or may not carry ideas. Copyright law is fundamentally different from patent law in this respect: patents do grant monopolies on ideas (more on this below).
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A copyright is meant to regulate some aspects of the usage of expressions of a work, not an idea. Thus, copyrights have a negative relationship to ideas.
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Work means a tangible medium of expression. It may be an original or derivative work of art, be it literary, dramatic, musical recitation, artistic, related to sound recording, etc. In (at least) countries adhering to the Berne Convention, copyright automatically starts covering the work upon the original creation and fixation thereof, without any extra steps. While creation usually involves an idea, the idea in itself does not suffice for the purposes of claiming copyright.[24][24][25][26][27]
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[28]
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Confidentiality and nondisclosure agreements are legal instruments that assist corporations and individuals in keeping ideas from escaping to the general public. Generally, these instruments are covered by contract law.
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A birthday is the anniversary of the birth of a person, or figuratively of an institution. Birthdays of people are celebrated in numerous cultures, often with birthday gifts, birthday cards, a birthday party, or a rite of passage.
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Many religions celebrate the birth of their founders or religious figures with special holidays (e.g. Christmas, Mawlid, Buddha's Birthday, and Krishna Janmashtami).
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There is a distinction between birthday and birthdate: The former, other than February 29, occurs each year (e.g., January 15), while the latter is the exact date a person was born (e.g., January 15, 2001).
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In most legal systems, one becomes designated as an adult on a particular birthday (usually between 12 and 21), and reaching age-specific milestones confers particular rights and responsibilities. At certain ages, one may become eligible to leave full-time education, become subject to military conscription or to enlist in the military, to consent to sexual intercourse, to marry with parental consent, to marry without parental consent, to vote, to run for elected office, to legally purchase (or consume) alcohol and tobacco products, to purchase lottery tickets, or to obtain a driver's licence. The age of majority is the age when minors cease to legally be considered children and assume control over their persons, actions, and decisions, thereby terminating the legal control and legal responsibilities of their parents or guardians over and for them. Most countries set the age of majority at 18, though it varies by jurisdiction.
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Many cultures have one or more coming of age birthdays:
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The birthdays of historically significant people, such as national heroes or founders, are often commemorated by an official holiday marking the anniversary of their birth.
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An individual's Beddian birthday, named in tribute to firefighter Bobby Beddia,[6] occurs during the year that their age matches the last two digits of the year they were born.[7]
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In many cultures and jurisdictions, if a person's real birthday is not known (for example, if they are an orphan), then their birthday may be adopted or assigned to a specific day of the year, such as January 1.[8] The birthday of Jesus is celebrated at Christmas. Racehorses are reckoned to become one year old in the year following their birth on the first of January in the Northern Hemisphere and the first of August in the Southern Hemisphere.
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In many parts of the world[vague] an individual's birthday is celebrated by a party where a specially made cake, usually decorated with lettering and the person's age, is presented. The cake is traditionally studded with the same number of lit candles as the age of the individual, or a number candle representing their age. The celebrated individual will usually make a silent wish and attempt to blow out the candles in one breath; if successful, a tradition holds that the wish will be granted. In many cultures, the wish must be kept secret or it won't "come true". Presents are bestowed on the individual by the guests appropriate to their age. Other birthday activities may include entertainment (sometimes by a hired professional, i.e. a clown, magician, or musician), and a special toast or speech by the birthday celebrant. The last stanza of Patty Hill's and Mildred Hill's famous song, "Good Morning to You" (unofficially titled "Happy Birthday to You") is typically sung by the guests at some point in the proceedings. In some countries a piñata takes the place of a cake.
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In some historically Roman Catholic and Eastern Orthodox countries such as Italy, Spain, France, parts of Germany, Poland, Russia, Romania, Bulgaria, Serbia, Slovakia, Czech Republic, Hungary, Greece, Lithuania, Latvia, and throughout Latin America, it is common to have a 'name day'/'Saint's day'. It is celebrated in much the same way as a birthday, but it is held on the official day of a saint with the same Christian name as the birthday person; the difference being that one may look up a person's name day in a calendar, or easily remember common name days (for example, John or Mary); however in pious traditions, the two were often made to concur by giving a newborn the name of a saint celebrated on its birthday, or possibly the name of a feast, for example, Noel or Pascal (French for Christmas and "of Easter"); as another example, Togliatti was given Palmiro as his first name because he was born on Palm Sunday.
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Some notables, particularly monarchs, have an official birthday on a fixed day of the year, which may not necessarily match the day of their birth, but on which celebrations are held. Examples are:
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According to a public database of births, birthdays in the United States are quite evenly distributed for the most part, but there tend to be more births in September and October.[9] This may be because there is a holiday season nine months before (the human gestation period is about nine months), or because the longest nights of the year also occur in the Northern Hemisphere nine months before. However, it appears the holidays have more of an effect on birth rates than the winter: New Zealand, a Southern Hemisphere country, has the same September and October peak with no corresponding peak in March and April.[10] The least common birthdays tend to fall around public holidays, such as Christmas, New Year's Day and fixed-date holidays such as July 4 in the US.
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Based on Harvard University research of birth records in the United States between 1973 and 1999, September 16 is the most common birthday in the United States and December 25 the least common birthday (other than February 29, because of leap years).[11] In 2011, October 5 and 6 were reported as the most frequently occurring birthdays.[12]
|
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|
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+
In New Zealand, the most common birthday is September 29, and the least common birthday is December 25. The ten most common birthdays all fall within a thirteen-day period, between September 22 and October 4. The ten least common birthdays (other than February 29) are December 24–27, January 1–2, February 6, March 22, April 1 and April 25. This is based on all live births registered in New Zealand between 1980 and 2017.[10]
|
28 |
+
|
29 |
+
According to a study by the Yale School of Public Health, positive and negative associations with culturally significant dates may influence birth rates. The study shows a 5.3% decrease in spontaneous births and a 16.9% decrease in Caesarean births on Halloween, compared to dates occurring within one week before and one week after the October holiday. In contrast, on Valentine's Day there is a 3.6% increase in spontaneous births and a 12.1% increase in Caesarean births.[13]
|
30 |
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|
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+
In the Gregorian calendar (a common solar calendar), February in a leap year has 29 days instead of the usual 28, so the year lasts 366 days instead of the usual 365.
|
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+
|
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A person born on February 29 may be called a "leapling" or a "leaper".[14] In common years they usually celebrate their birthdays on February 28. In some situations, March 1 is used as the birthday in a non-leap year since it is the day following February 28.
|
34 |
+
|
35 |
+
Technically, a leapling will have fewer birthday anniversaries than their age in years. This phenomenon is exploited when a person claims to be only a quarter of their actual age, by counting their leap-year birthday anniversaries only. In Gilbert and Sullivan's 1879 comic opera The Pirates of Penzance, Frederic the pirate apprentice discovers that he is bound to serve the pirates until his 21st birthday rather than until his 21st year.
|
36 |
+
|
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+
For legal purposes, legal birthdays depend on how local laws count time intervals.
|
38 |
+
|
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+
According to Herodotus (5th century BC), of all the days in the year, the one which the Persians celebrate most is their birthday. It was customary to have the board furnished on that day with an ampler supply than common: the richer people eat wholly baked cow, horse, camel, or donkey (Greek: ὄνον), while the poorer classes use instead the smaller kinds of cattle.[15][16]
|
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|
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+
The Romans enthusiastically celebrated birthdays with hedonistic parties and generous presents.[17]
|
42 |
+
|
43 |
+
Chinese birthday traditions reflect the culture's deep-seated focus on longevity and wordplay. From the homophony between 酒 ("rice wine") and 久 (meaning "long" in the sense of time passing), osmanthus and other rice wines are traditional gifts for birthdays in China. Longevity noodles are another traditional food consumed on the day,[18] although western-style birthday cakes are increasingly common among urban Chinese.
|
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+
|
45 |
+
In Judaism, the perspective on birthday celebrations is disputed by various rabbis, although today it is accepted practice by most of the faithful.[19] In the Hebrew Bible, the one single mention of a celebration being held in commemoration of someone's day of birth is for the Egyptian Pharaoh which is recorded in Genesis 40:20.[20] Rabbi Moshe Feinstein always acknowledged birthdays.[21] The Lubavitcher Rebbe encouraged people to celebrate their birthdays, by gathering friends, making positive resolutions, and through various religious observances.[22] According to Rabbi Yissocher Frand, the anniversary of a person's birth is a special day for that person's prayers to be accepted.[23]
|
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+
|
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+
The bar mitzvah of 13-year-old Jewish boys, or bat mitzvah for 12-year-old Jewish girls, is perhaps the only Jewish celebration undertaken in what is often perceived to be in coalition with a birthday. Despite modern celebrations where the secular "birthday" element often overshadows the essence of it as a religious rite, the essence of a bar mitzvah or bat mitzvah celebration is entirely religious in origin (i.e. the attainment of religious maturity according to Jewish law), however, and not secular. With or without the birthday celebration, the child nevertheless becomes a bar mitzvah or bat mitzvah, and the celebration may be on that day or any date after it.
|
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|
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+
Origen in his commentary "On Levites" writes that Christians should not only refrain from celebrating their birthdays, but should look on them with disgust.[24]
|
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+
|
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+
Ordinary folk celebrated their saint's day (the saint they were named after), but nobility celebrated the anniversary of their birth.[citation needed] The "Squire's Tale", one of Chaucer's Canterbury Tales, opens as King Cambuskan proclaims a feast to celebrate his birthday.[25]
|
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+
|
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+
While almost all Christians accept the practice today, Jehovah's Witnesses and some Sacred Name groups refrain from celebrating birthdays due to the custom's pagan origins, its connections to magic and superstitions. While Christmas is the celebration of Christ's Birth, some religious groups see it as being portrayed in a negative light.[26][27][28]
|
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|
55 |
+
Orthodox Christianity in addition to birthdays, also celebrate the name day of a person.
|
56 |
+
|
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+
Some Muslim especially from Salafi school of thought[29] oppose the celebration of a birthday as a sin, as it is considered an "innovation" of the faith, or bi'dah while other clerics have issued statements saying that the celebration of a birthday is permissible.[30][31]
|
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|
59 |
+
Some Muslims migrating to the United States adopt the custom of celebrating birthdays, especially for children, but others resist.[32]
|
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+
|
61 |
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There is also a great deal of controversy regarding celebrating Mawlid (the anniversary of the birth of Muhammad). While a section of Islam strongly favours it,[33] others decry such celebrations, terming them as out of the scope of Islam.[34]
|
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|
63 |
+
Hindus celebrate the birth anniversary day every year when the day that corresponds to lunar month or solar month (Sun Signs Nirayana System – Sourava Mana Masa) of birth and has the same asterism (Star/Nakshatra) as that of the date of birth. That age is reckoned whenever Janma Nakshatra of the same month passes.
|
64 |
+
|
65 |
+
Hindus regard death to be more auspicious than birth since the person is liberated from the bondages of material society. Also, traditionally, rituals & prayers for the departed are observed on 5th and 11th day with many relatives gathering.
|
66 |
+
|
67 |
+
Many monasteries celebrate the anniversary of Buddha's birth, usually in a highly formal, ritualized manner. They treat Buddha's statue as if it was Buddha himself, as if he were alive; bathing, and "feeding" him.[35]
|
68 |
+
|
69 |
+
Sikhs celebrate the anniversary of the birth of Guru Nanak.
|
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+
|
71 |
+
In North Korea, people do not celebrate birthdays on July 8 and December 17 because these were the dates of the deaths of Kim Il-sung and Kim Jong-il, respectively. More than 100,000 North Koreans celebrate displaced birthdays on July 9 and December 18 to avoid these dates. A person born on July 8 before 1994 may change their birthday, with official recognition.[36] Kim Il-sung's birthday, Day of the Sun, is the most important public holiday of the country,[37] and Kim Jong-il's birthday is celebrated as Day of the Shining Star.[38]
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en/2670.html.txt
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Iguana (/ɪˈɡwɑːnə/,[1][2] Spanish: [iˈɣwana]) is a genus of herbivorous lizards that are native to tropical areas of Mexico, Central America, South America, and the Caribbean. The genus was first described in 1768 by Austrian naturalist Josephus Nicolaus Laurenti in his book Specimen Medicum, Exhibens Synopsin Reptilium Emendatam cum Experimentis circa Venena. Three species are included in the genus Iguana: the green iguana, which is widespread throughout its range and a popular pet, the Lesser Antillean iguana, which is native to the Lesser Antilles, and the Saban black iguana[3], which is native to the Caribbean islands of Saba and Montserrat. The latter two species are endangered due to habitat destruction, introduced feral predators, hunting, and hybridization with introduced green iguanas.
|
4 |
+
|
5 |
+
The word "iguana" is derived from the original Taino name for the species, iwana.[4]
|
6 |
+
In addition to the two species in the genus Iguana, several other related genera in the same family have common names of the species including the word "iguana".
|
7 |
+
|
8 |
+
|
9 |
+
|
10 |
+
Iguanas can range from 1.5 to 1.8 metres (5 to 6 ft) in length, including their tail. The two species of lizard within the genus Iguana possess a dewlap and a row of elongated scales running from the midline of their necks down to their tails. Iguanas have varying types of scales covering different areas of their body, for example, there are some large round tuberculate scales scattered around the lateral region of the neck among smaller, overlapping scales.[5] The scales on the dorsal trunk of their body are also thicker and more tightly packed than those on the ventral side.[5] These scales may be a variety of colors and are not always visible from close distances. They have a large round scale on their cheeks known as a sub-tympanic shield.[6]
|
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+
|
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+
Iguanas have keen vision and can see shapes, shadows, colors, and movement at long distances. Their visual acuity enables them to navigate through crowded forests and to locate food. They employ visual signals to communicate with other members of the same species.[6]
|
13 |
+
|
14 |
+
The tympanum, the iguana's eardrum, is located above the sub-tympanic shield (or "ear shield") behind each eye. Iguanas are often hard to spot, as they tend to blend into their surroundings and their coloration enables them to hide from larger predators.[6]
|
15 |
+
|
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+
Like most reptiles, an iguana has a three-chambered heart with two atria, one ventricle, and two aortae with a systemic circulation.[7]
|
17 |
+
The muscles of an iguana are very light in color, this is due to the high proportion of fast glycolytic muscle fibers. These fibers are not very vascularized and are low in myoglobin, giving them their pale look. This high density of fast glycolytic muscle fibers allows iguanas to move very quickly for a short period of time, which facilitates short bursts of movement but is inefficient for long duration movement, since cellular respiration in fast glycolytic muscle fibers is anaerobic.
|
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+
|
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+
Several species of lizard, including the iguana, have a pale scale towards the back of their head marking the parietal eye. This organ is sensitive to changes in illumination and sends signals to the pineal gland signaling the change between day and night. A photopigment commonly found in the lamprey, known as parapinopsin, is also found in the iguana and is photosensitive to UV light and aids in the signaling between day and night.[8]
|
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+
|
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+
Iguanas have developed an herbivorous lifestyle, foraging exclusively on vegetation and foliage.[9] In order to acquire, process and digest plant matter, herbivorous lizards must have a higher bite force relative to their size in comparison to carnivorous or omnivorous reptiles. The skull of the iguana has undergone modifications resulting in a strong bite force and efficient processing of vegetation, according to one study.[10]
|
22 |
+
|
23 |
+
In order to accomplish this biomechanically, herbivorous lizards (such as the iguana) have taller and wider skulls, shorter snouts, and larger bodies relative to carnivorous and omnivorous reptiles.[10] Increasing the robusticity of the skull allows for increased muscle presence and increases the ability of the skull to withstand stronger forces.[11]
|
24 |
+
|
25 |
+
Furthermore, the teeth of the iguana are acrodontal, meaning that their teeth sit on top of the surface of the jaw bone[12] and project upwards. The teeth themselves are small and serrated - designed to grasp and shear food.[13]
|
26 |
+
|
27 |
+
Male iguanas, like other male examples of Squamata, have two hemipenes. During copulation one hemipene will be inserted into the female's cloacal vent. Females can store sperm from previous mates for several years to continue to fertilize her eggs in case she finds no male within her territory when she is ready to lay again.[citation needed]
|
28 |
+
|
29 |
+
Iguanas tend to follow a promiscuous or polygynadrous mating style during the dry season. Mating during the dry season ensures that their offspring will hatch during the wet or rainy season when food will be more plentiful. Females control large territories where they make several nests. Males compete amongst each other for the females in an area and mark their won territory with a pheromone secreted from the femoral pores on the dorsal side of their hind limbs. Male behavior during sexual competition involves head bobbing, extending and retracting their dewlap, nuzzling and biting the necks of females, and on occasion, changing color. Once a female chooses a male, he will straddle the female and hold her in place by biting onto her shoulder, which sometimes leaves scars on females. After copulation, eggs are laid within several nests and allowed to incubate. This low level of parental intervention with their offspring makes iguanas an example of r-strategy reproduction.[citation needed]
|
30 |
+
|
31 |
+
A phylogeny based on nuclear protein-coding genes, reviewed by Vidal and Hedges (2009) suggested that the subclade Iguania is in a group with snakes and anguimorphs (lizards). These groups share an oral gland capable of secreting toxins (a derived trait).[14] On the other hand, the phylogeny based on whole mitochondrial genomes, proposed by Rest et al. (2003), places the green iguana as the closest relative of the mole skink (Plestiodon egregius).[15] Lepidosaurs are reptiles with overlapping scales, and within this group both iguanians and tuataras (Sphenodons) project their tongue to seize prey items instead of using their jaw, which is called tongue prehension. However, iguanians are the only lineage within Squamata that displays this trait, meaning that it was gained independently in both iguanians and tuataras.[14] Iguanians are also the only squamates that primarily use their sight to identify and track prey rather than chemoreception or scent, and employ an ambush technique of catching prey instead of active searching.[14]
|
32 |
+
|
33 |
+
There are several other putative species and subspecies with controversial statuses. Two other species formerly considered distinctive due to their nasal horns, the horned Mexican iguana (I. rhinolopha or I. iguana rhinolopha) and the southern Antillean horned iguana (I. insularis) are now considered conspecific with I. iguana as the presence of horns does not necessarily indicate a new species or subspecies. The two described subspecies of I. insularis (the Saint Lucia horned iguana (I. i. sanctaluciae) and the Grenadines horned iguana (I. i. insularis)) are now considered subspecies of I. iguana, although they are genetically very similar and may not be separate subspecies from one another.[16] However, recent studies have still recovered I. rhinolopha and I. insularis as distinct species.[17]
|
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+
|
35 |
+
Iguanas have historically featured in the culinary traditions of Mexico and Central America. Iguana meat is also consumed in parts of the United States and Puerto Rico.[18]
|
36 |
+
Also, the eggs of iguana are consumed in some parts of Latin America, such as Nicaragua and Colombia.[19]
|
37 |
+
|
38 |
+
Green iguana from the island of St. Thomas
|
39 |
+
|
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+
Green iguana on St. Thomas
|
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|
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+
Another green iguana
|
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|
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+
A Lesser Antillean iguana in the wild in Dominica
|
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|
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+
An invasive green iguana on Grand Cayman
|
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+
|
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+
A green iguana at an environmental reserve at La Manzanilla, Jalisco, Mexico
|
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|
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A green iguana at Butterfly World, Stellenbosch, South Africa
|
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|
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A green iguana at Bannergatta, Bangalore, India
|
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|
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A green iguana in Indira Gandhi Zoological Park, Visakhapatnam, India
|
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|
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A green iguana from Key Largo, Florida
|
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|
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+
A small green iguana at Serra da Capivara National Park, Brazil
|
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A green iguana Al Ain Zoo, U.A.E.
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Architecture (Latin architectura, from the Greek ἀρχιτέκτων arkhitekton "architect", from ἀρχι- "chief" and τέκτων "creator") is both the process and the product of planning, designing, and constructing buildings or other structures.[3] Architectural works, in the material form of buildings, are often perceived as cultural symbols and as works of art. Historical civilizations are often identified with their surviving architectural achievements.[4]
|
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Architecture can mean:
|
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|
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+
The philosophy of architecture is a branch of philosophy of art, dealing with aesthetic value of architecture, its semantics and relations with development of culture. Many philosophers and theoreticians frome Plato to Michel Foucault, Gilles Deleuze, Robert Venturi and Ludwig Wittgenstein have concerned themselves with the nature of architecture and whether or not architecture is distinguished from building.[8]
|
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The earliest surviving written work on the subject of architecture is De architectura by the Roman architect Vitruvius in the early 1st century AD.[9] According to Vitruvius, a good building should satisfy the three principles of firmitas, utilitas, venustas,[10][11] commonly known by the original translation – firmness, commodity and delight. An equivalent in modern English would be:
|
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According to Vitruvius, the architect should strive to fulfill each of these three attributes as well as possible. Leon Battista Alberti, who elaborates on the ideas of Vitruvius in his treatise, De re aedificatoria, saw beauty primarily as a matter of proportion, although ornament also played a part. For Alberti, the rules of proportion were those that governed the idealised human figure, the Golden mean.
|
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|
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The most important aspect of beauty was, therefore, an inherent part of an object, rather than something applied superficially, and was based on universal, recognisable truths. The notion of style in the arts was not developed until the 16th century, with the writing of Vasari.[12] By the 18th century, his Lives of the Most Excellent Painters, Sculptors, and Architects had been translated into Italian, French, Spanish, and English.
|
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In the early 19th century, Augustus Welby Northmore Pugin wrote Contrasts (1836) that, as the titled suggested, contrasted the modern, industrial world, which he disparaged, with an idealized image of neo-medieval world. Gothic architecture, Pugin believed, was the only "true Christian form of architecture."
|
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|
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The 19th-century English art critic, John Ruskin, in his Seven Lamps of Architecture, published 1849, was much narrower in his view of what constituted architecture. Architecture was the "art which so disposes and adorns the edifices raised by men ... that the sight of them" contributes "to his mental health, power, and pleasure".[13] For Ruskin, the aesthetic was of overriding significance. His work goes on to state that a building is not truly a work of architecture unless it is in some way "adorned". For Ruskin, a well-constructed, well-proportioned, functional building needed string courses or rustication, at the very least.[13]
|
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|
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On the difference between the ideals of architecture and mere construction, the renowned 20th-century architect Le Corbusier wrote: "You employ stone, wood, and concrete, and with these materials you build houses and palaces: that is construction. Ingenuity is at work. But suddenly you touch my heart, you do me good. I am happy and I say: This is beautiful. That is Architecture".[14]
|
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|
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Le Corbusier's contemporary Ludwig Mies van der Rohe said "Architecture starts when you carefully put two bricks together. There it begins."[15]
|
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|
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The notable 19th-century architect of skyscrapers, Louis Sullivan, promoted an overriding precept to architectural design: "Form follows function".
|
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+
|
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While the notion that structural and aesthetic considerations should be entirely subject to functionality was met with both popularity and skepticism, it had the effect of introducing the concept of "function" in place of Vitruvius' "utility". "Function" came to be seen as encompassing all criteria of the use, perception and enjoyment of a building, not only practical but also aesthetic, psychological and cultural.
|
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|
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+
Nunzia Rondanini stated, "Through its aesthetic dimension architecture goes beyond the functional aspects that it has in common with other human sciences. Through its own particular way of expressing values, architecture can stimulate and influence social life without presuming that, in and of itself, it will promote social development.'
|
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+
|
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+
To restrict the meaning of (architectural) formalism to art for art's sake is not only reactionary; it can also be a purposeless quest for perfection or originality which degrades form into a mere instrumentality".[16]
|
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+
|
33 |
+
Among the philosophies that have influenced modern architects and their approach to building design are Rationalism, Empiricism, Structuralism, Poststructuralism, Deconstruction and Phenomenology.
|
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+
|
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In the late 20th century a new concept was added to those included in the compass of both structure and function, the consideration of sustainability, hence sustainable architecture. To satisfy the contemporary ethos a building should be constructed in a manner which is environmentally friendly in terms of the production of its materials, its impact upon the natural and built environment of its surrounding area and the demands that it makes upon non-sustainable power sources for heating, cooling, water and waste management, and lighting.
|
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|
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Building first evolved out of the dynamics between needs (shelter, security, worship, etc.) and means (available building materials and attendant skills). As human cultures developed and knowledge began to be formalized through oral traditions and practices, building became a craft, and "architecture" is the name given to the most highly formalized and respected versions of that craft. It is widely assumed that architectural success was the product of a process of trial and error, with progressively less trial and more replication as the results of the process proved increasingly satisfactory. What is termed vernacular architecture continues to be produced in many parts of the world.
|
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+
|
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+
Vernacular architecture in Norway: wood and elevated-level
|
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+
|
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+
In Lesotho: rondavel stones.
|
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+
|
43 |
+
Yola hut -Tagoat Co. Wexford Ireland
|
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|
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Early human settlements were mostly rural. Expending economies resulted in the creation of urban areas which in some cases grew and evolved very rapidly, such as that of Çatal Höyük in Anatolia and Mohenjo Daro of the Indus Valley Civilization in modern-day Pakistan.
|
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+
|
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Neolithic settlements and "cities" include Göbekli Tepe and Çatalhöyük in Turkey, Jericho in the Levant, Mehrgarh in Pakistan, Knap of Howar and Skara Brae, Orkney Islands, Scotland, and the Cucuteni-Trypillian culture settlements in Romania, Moldova and Ukraine.
|
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|
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In many ancient civilizations such as those of Egypt and Mesopotamia, architecture and urbanism reflected the constant engagement with the divine and the supernatural, and many ancient cultures resorted to monumentality in architecture to represent symbolically the political power of the ruler, the ruling elite, or the state itself.
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The architecture and urbanism of the Classical civilizations such as the Greek and the Roman evolved from civic ideals rather than religious or empirical ones and new building types emerged. Architectural "style" developed in the form of the Classical orders. Roman architecture was influenced by Greek architecture as they incorporated many Greek elements into their building practices.[17]
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Texts on architecture have been written since ancient time. These texts provided both general advice and specific formal prescriptions or canons. Some examples of canons are found in the writings of the 1st-century BCE Roman Architect Vitruvius. Some of the most important early examples of canonic architecture are religious.
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54 |
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The Pyramids at Giza in Egypt
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56 |
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57 |
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Mohenjo-daro, Pakistan
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58 |
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59 |
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The Parthenon in Athens, Greece.
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60 |
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61 |
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Roman aqueduct in Segovia, Spain.
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62 |
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The architecture of different parts of Asia developed along different lines from that of Europe; Buddhist, Hindu and Sikh architecture each having different characteristics. Indian and Chinese architecture have had great influence on the surrounding regions, while Japanese architecture has not. Buddhist architecture, in particular, showed great regional diversity. Hindu temple architecture, which developed from around the 5th century CE, is in theory governed by concepts laid down in the Shastras, and is concerned with expressing the macrocosm and the microcosm. In many Asian countries, pantheistic religion led to architectural forms that were designed specifically to enhance the natural landscape.
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In many parts of Asia, even the grandest houses were relatively lightweight structures mainly using wood until recent times, and there are few survivals of great age. Buddhism was associated with a move to stone and brick religious structures, probably beginning as rock-cut architecture, which has often survived very well.
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Early Asian writings on architecture include the Kao Gong Ji of China from the 7th–5th centuries BCE; the Shilpa Shastras of ancient India; Manjusri Vasthu Vidya Sastra of Sri Lanka and Araniko of Nepal .
|
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Gyeongbokgung Palace in Seoul, South Korea.
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|
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Kinkaku-ji (Golden Pavilion), Kyoto, Japan.
|
72 |
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Islamic architecture began in the 7th century CE, incorporating architectural forms from the ancient Middle East and Byzantium, but also developing features to suit the religious and social needs of the society. Examples can be found throughout the Middle East, Turkey, North Africa, the Indian Sub-continent and in parts of Europe, such as Spain, Albania, and the Balkan States, as the result of the expansion of the Ottoman Empire.
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[18][19]
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Dome of the Rock, Jerusalem.
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77 |
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Taj Mahal in Agra, India.
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Alhambra, Granada, Spain.
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Shah Mosque in Isfahan, Iran
|
83 |
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|
84 |
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Stari Most, 16th-c. Ottoman bridge & UNESCO site in Mostar, Bosnia and Herzegovina.
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85 |
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In Europe during the Medieval period, guilds were formed by craftsmen to organize their trades and written contracts have survived, particularly in relation to ecclesiastical buildings. The role of architect was usually one with that of master mason, or Magister lathomorum as they are sometimes described in contemporary documents.
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The major architectural undertakings were the buildings of abbeys and cathedrals. From about 900 CE onward, the movements of both clerics and tradesmen carried architectural knowledge across Europe, resulting in the pan-European styles Romanesque and Gothic.
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Also, a significant part of the Middle Ages architectural heritage is numerous fortifications across the continent. From Balkans to Spain, and from Malta to Estonia, these buildings represent an important part of European heritage.
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Notre Dame de Paris, France.
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The Tower of London, England.
|
95 |
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|
96 |
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Doge's Palace, Venice, Italy.
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97 |
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|
98 |
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In Renaissance Europe, from about 1400 onwards, there was a revival of Classical learning accompanied by the development of Renaissance humanism, which placed greater emphasis on the role of the individual in society than had been the case during the Medieval period. Buildings were ascribed to specific architects – Brunelleschi, Alberti, Michelangelo, Palladio – and the cult of the individual had begun. There was still no dividing line between artist, architect and engineer, or any of the related vocations, and the appellation was often one of regional preference.
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|
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A revival of the Classical style in architecture was accompanied by a burgeoning of science and engineering, which affected the proportions and structure of buildings. At this stage, it was still possible for an artist to design a bridge as the level of structural calculations involved was within the scope of the generalist.
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|
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St. Peter's Basilica, Rome, Italy.
|
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|
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Palazzo Farnese, Rome, Italy.
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Santa Maria Novella, Florence, Italy.
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|
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With the emerging knowledge in scientific fields and the rise of new materials and technology, architecture and engineering began to separate, and the architect began to concentrate on aesthetics and the humanist aspects, often at the expense of technical aspects of building design. There was also the rise of the "gentleman architect" who usually dealt with wealthy clients and concentrated predominantly on visual qualities derived usually from historical prototypes, typified by the many country houses of Great Britain that were created in the Neo Gothic or Scottish baronial styles.
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Formal architectural training in the 19th century, for example at École des Beaux-Arts in France, gave much emphasis to the production of beautiful drawings and little to context and feasibility.
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|
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Meanwhile, the Industrial Revolution laid open the door for mass production and consumption. Aesthetics became a criterion for the middle class as ornamented products, once within the province of expensive craftsmanship, became cheaper under machine production.
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|
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Vernacular architecture became increasingly ornamental. Housebuilders could use current architectural design in their work by combining features found in pattern books and architectural journals.
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Palais Garnier, Paris, France.
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Pont Alexandre III Paris, France.
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Congeso Nacional Palace, Buenos Aires, Argentina.
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Around the beginning of the 20th century, general dissatisfaction with the emphasis on revivalist architecture and elaborate decoration gave rise to many new lines of thought that served as precursors to Modern architecture. Notable among these is the Deutscher Werkbund, formed in 1907 to produce better quality machine-made objects. The rise of the profession of industrial design is usually placed here. Following this lead, the Bauhaus school, founded in Weimar, Germany in 1919, redefined the architectural bounds prior set throughout history, viewing the creation of a building as the ultimate synthesis—the apex—of art, craft, and technology.
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When modern architecture was first practised, it was an avant-garde movement with moral, philosophical, and aesthetic underpinnings. Immediately after World War I, pioneering modernist architects sought to develop a completely new style appropriate for a new post-war social and economic order, focused on meeting the needs of the middle and working classes. They rejected the architectural practice of the academic refinement of historical styles which served the rapidly declining aristocratic order. The approach of the Modernist architects was to reduce buildings to pure forms, removing historical references and ornament in favor of functional details. Buildings displayed their functional and structural elements, exposing steel beams and concrete surfaces instead of hiding them behind decorative forms. Architects such as Frank Lloyd Wright developed organic architecture, in which the form was defined by its environment and purpose, with an aim to promote harmony between human habitation and the natural world with prime examples being Robie House and Fallingwater.
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Architects such as Mies van der Rohe, Philip Johnson and Marcel Breuer worked to create beauty based on the inherent qualities of building materials and modern construction techniques, trading traditional historic forms for simplified geometric forms, celebrating the new means and methods made possible by the Industrial Revolution, including steel-frame construction, which gave birth to high-rise superstructures. Fazlur Rahman Khan's development of the tube structure was a technological break-through in building ever higher. By mid-century, Modernism had morphed into the International Style, an aesthetic epitomized in many ways by the Twin Towers of New York's World Trade Center designed by Minoru Yamasaki.
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The Bauhaus school building in Dessau, Germany.
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Guggenheim Museum, New York City, United States.
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Cathedral of Brasília, Brazil.
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Willis Tower, Chicago, United States
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Many architects resisted modernism, finding it devoid of the decorative richness of historical styles. As the first generation of modernists began to die after World War II, the second generation of architects including Paul Rudolph, Marcel Breuer, and Eero Saarinen tried to expand the aesthetics of modernism with Brutalism, buildings with expressive sculptural façades made of unfinished concrete. But an even new younger postwar generation critiqued modernism and Brutalism for being too austere, standardized, monotone, and not taking into account the richness of human experience offered in historical buildings across time and in different places and cultures.
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One such reaction to the cold aesthetic of modernism and Brutalism is the school of metaphoric architecture, which includes such things as biomorphism and zoomorphic architecture, both using nature as the primary source of inspiration and design. While it is considered by some to be merely an aspect of postmodernism, others consider it to be a school in its own right and a later development of expressionist architecture.[20]
|
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|
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Beginning in the late 1950s and 1960s, architectural phenomenology emerged as an important movement in the early reaction against modernism, with architects like Charles Moore in the United States, Christian Norberg-Schulz in Norway, and Ernesto Nathan Rogers and Vittorio Gregotti, Michele Valori, Bruno Zevi in Italy, who collectively popularized an interest in a new contemporary architecture aimed at expanding human experience using historical buildings as models and precedents.[21] Postmodernism produced a style that combined contemporary building technology and cheap materials, with the aesthetics of older pre-modern and non-modern styles, from high classical architecture to popular or vernacular regional building styles. Robert Venturi famously defined postmodern architecture as a "decorated shed" (an ordinary building which is functionally designed inside and embellished on the outside), and upheld it against modernist and brutalist "ducks" (buildings with unnecessarily expressive tectonic forms).[22]
|
140 |
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|
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The Dancing House, Prague, Czech Republic.
|
142 |
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|
143 |
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Sydney Opera House, Australia.
|
144 |
+
|
145 |
+
The Petronas Tower in Kuala Lumpur, Malaysia.
|
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Since the 1980s, as the complexity of buildings began to increase (in terms of structural systems, services, energy and technologies), the field of architecture became multi-disciplinary with specializations for each project type, technological expertise or project delivery methods. Moreover, there has been an increased separation of the 'design' architect [Notes 1] from the 'project' architect who ensures that the project meets the required standards and deals with matters of liability.[Notes 2] The preparatory processes for the design of any large building have become increasingly complicated, and require preliminary studies of such matters as durability, sustainability, quality, money, and compliance with local laws. A large structure can no longer be the design of one person but must be the work of many.
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Modernism and Postmodernism have been criticised by some members of the architectural profession who feel that successful architecture is not a personal, philosophical, or aesthetic pursuit by individualists; rather it has to consider everyday needs of people and use technology to create liveable environments, with the design process being informed by studies of behavioral, environmental, and social sciences.
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Environmental sustainability has become a mainstream issue, with a profound effect on the architectural profession. Many developers, those who support the financing of buildings, have become educated to encourage the facilitation of environmentally sustainable design, rather than solutions based primarily on immediate cost. Major examples of this can be found in passive solar building design, greener roof designs, biodegradable materials, and more attention to a structure's energy usage. This major shift in architecture has also changed architecture schools to focus more on the environment. There has been an acceleration in the number of buildings that seek to meet green building sustainable design principles. Sustainable practices that were at the core of vernacular architecture increasingly provide inspiration for environmentally and socially sustainable contemporary techniques.[23] The U.S. Green Building Council's LEED (Leadership in Energy and Environmental Design) rating system has been instrumental in this.[24][quantify]
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Concurrently, the recent movements of New Urbanism, metaphoric architecture and New Classical Architecture promote a sustainable approach towards construction that appreciates and develops smart growth, architectural tradition and classical design.[25][26] This in contrast to modernist and globally uniform architecture, as well as leaning against solitary housing estates and suburban sprawl.[27] Glass curtain walls, which were the hallmark of the ultra modern urban life in many countries surfaced even in developing countries like Nigeria where international styles had been represented since the mid 20th Century mostly because of the leanings of foreign-trained architects.[28]
|
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|
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+
Beijing National Stadium, China.
|
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|
156 |
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London City Hall, England.
|
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|
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+
Auditorio de Tenerife, Canary Islands, Spain.
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Landscape architecture is the design of outdoor public areas, landmarks, and structures to achieve environmental, social-behavioral, or aesthetic outcomes.[29] It involves the systematic investigation of existing social, ecological, and soil conditions and processes in the landscape, and the design of interventions that will produce the desired outcome. The scope of the profession includes landscape design; site planning; stormwater management; environmental restoration; parks and recreation planning; visual resource management; green infrastructure planning and provision; and private estate and residence landscape master planning and design; all at varying scales of design, planning and management. A practitioner in the profession of landscape architecture is called a landscape architect.
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Interior architecture is the design of a space which has been created by structural boundaries and the human interaction within these boundaries. It can also be the initial design and plan for use, then later redesign to accommodate a changed purpose, or a significantly revised design for adaptive reuse of the building shell.[30] The latter is often part of sustainable architecture practices, conserving resources through "recycling" a structure by adaptive redesign. Generally referred to as the spatial art of environmental design, form and practice, interior architecture is the process through which the interiors of buildings are designed, concerned with all aspects of the human uses of structural spaces. Put simply, interior architecture is the design of an interior in architectural terms.
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Naval architecture, also known as naval engineering, is an engineering discipline dealing with the engineering design process, shipbuilding, maintenance, and operation of marine vessels and structures.[31][32] Naval architecture involves basic and applied research, design, development, design evaluation and calculations during all stages of the life of a marine vehicle. Preliminary design of the vessel, its detailed design, construction, trials, operation and maintenance, launching and dry-docking are the main activities involved. Ship design calculations are also required for ships being modified (by means of conversion, rebuilding, modernization, or repair). Naval architecture also involves the formulation of safety regulations and damage control rules and the approval and certification of ship designs to meet statutory and non-statutory requirements.
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Urban design is the process of designing and shaping the physical features of cities, towns, and villages. In contrast to architecture, which focuses on the design of individual buildings, urban design deals with the larger scale of groups of buildings, streets and public spaces, whole neighborhoods and districts, and entire cities, with the goal of making urban areas functional, attractive, and sustainable.[33]
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Urban design is an interdisciplinary field that utilizes elements of many built environment professions, including landscape architecture, urban planning, architecture, civil engineering and municipal engineering.[34] It is common for professionals in all these disciplines to practice urban design. In more recent times different sub-subfields of urban design have emerged such as strategic urban design, landscape urbanism, water-sensitive urban design, and sustainable urbanism.
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"Architecture" is used as a metaphor for many modern techniques or fields for structuring abstractions. These include:
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Réunion (French: La Réunion [la ʁe.y.njɔ̃] (listen); previously Île Bourbon) is an overseas department and region of the French Republic and an island in the Indian Ocean, east of Madagascar and 175 km (109 mi) southwest of Mauritius. As of January 2020[update], it had a population of 859,959.[1]
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As in France, the official language is French. In addition, the majority of the region's population speaks Réunion Creole.
|
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Administratively, Réunion is one of the overseas departments of France. Like the other four overseas departments, it is also one of the 18 regions of France, with the modified status of overseas region, and an integral part of the republic with the same status as Metropolitan France. Réunion is an outermost region of the European Union and, as an overseas department of France, part of the eurozone.[3]
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The island has been inhabited since the 16th century, when people from France and Madagascar settled there. Slavery was abolished on 20 December 1848 (a date celebrated yearly on the island), when the French Second Republic abolished slavery in the French colonies. Indentured workers continued to be brought to Réunion from South India, among other places, however. The island became an overseas department of France in 1946.
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Not much is known of Réunion's history prior to the arrival of the Portuguese in the early 16th century.[4] Arab traders were familiar with it by the name Dina Morgabin, "Western Island".[5] The island is possibly featured on a map from 1153 AD by Al Sharif el-Edrisi.[citation needed] The island might also have been visited by Swahili or Austronesian (Ancient Indonesian–Malaysian) sailors on their journey to the west from the Malay Archipelago to Madagascar.[4]
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The first European discovery of the area was made around 1507 by Portuguese explorer Diogo Fernandes Pereira, but the specifics are unclear. The uninhabited island might have been first sighted by the expedition led by Dom Pedro Mascarenhas, who gave his name to the island group around Réunion, the Mascarenes.[6] Réunion itself was dubbed Santa Apolónia after a favourite saint,[5] which suggests that the date of the Portuguese discovery could have been 9 February, her saint day. Diogo Lopes de Sequeira is said to have landed on the islands of Réunion and Rodrigues in 1509.[citation needed]
|
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By the early 1600s, nominal Portuguese rule had left Santa Apolónia virtually untouched.[6] The island was then occupied by France and administered from Port Louis, Mauritius. Although the first French claims date from 1638, when François Cauche and Salomon Goubert visited in June 1638,[7] the island was officially claimed by Jacques Pronis of France in 1642, when he deported a dozen French mutineers to the island from Madagascar. The convicts were returned to France several years later, and in 1649, the island was named Île Bourbon after the French royal House of Bourbon. Colonisation started in 1665, when the French East India Company sent the first settlers.[6]
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"Île de la Réunion" was the name given to the island in 1793 by a decree of the Convention Nationale (the elected revolutionary constituent assembly) with the fall of the House of Bourbon in France, and the name commemorates the union of revolutionaries from Marseille with the National Guard in Paris, which took place on 10 August 1792. In 1801, the island was renamed "Île Bonaparte", after First Consul Napoleon Bonaparte.
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During the Napoleonic Wars, the island was invaded by a Royal Navy squadron led by Commodore Josias Rowley in 1810, who used the old name of "Bourbon". When it was restored to France by the Congress of Vienna in 1815, the island retained the name of "Bourbon" until the fall of the restored Bourbons during the French Revolution of 1848, when the island was once again given the name "Île de la Réunion".[6]
|
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From the 17th to 19th centuries, French colonisation, supplemented by importing Africans, Chinese and Indians as workers, contributed to ethnic diversity in the population. From 1690, most of the non-Europeans were enslaved. The colony abolished slavery on 20 December 1848. Afterwards, many of the foreign workers came as indentured workers. The opening of the Suez Canal in 1869 reduced the importance of the island as a stopover on the East Indies trade route.[citation needed]
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During the Second World War, Réunion was under the authority of the Vichy regime until 30 November 1942, when Free French forces took over the island with the destroyer Léopard.[citation needed]
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|
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Réunion became a département d'outre-mer (overseas département) of France on 19 March 1946. INSEE assigned to Réunion the department code 974, and the region code 04 when regional councils were created in 1982 in France, including in existing overseas departments which also became overseas regions.
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Over about two decades in the late 20th century (1963–1982), 1,630 children from Réunion were relocated to rural areas of metropolitan France, particularly to Creuse, ostensibly for education and work opportunities. That program was led by influential Gaullist politician Michel Debré, who was an MP for Réunion at the time. Many of these children were abused or disadvantaged by the families with whom they were placed. Known as the Children of Creuse, they and their fate came to light in 2002 when one of them, Jean-Jacques Martial, filed suit against the French state for kidnapping and deportation of a minor.[8] Other similar lawsuits were filed over the following years, but all were dismissed by French courts and finally by the European Court of Human Rights in 2011.[9]
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In 2005 and 2006, Réunion was hit by a crippling epidemic of chikungunya, a disease spread by mosquitoes. According to the BBC News, 255,000 people on Réunion had contracted the disease as of 26 April 2006.[10] The neighbouring islands of Mauritius and Madagascar also suffered epidemics of this disease during the same year.[11][12] A few cases also appeared in mainland France, carried by people travelling by airline. The French government of Dominique de Villepin sent an emergency aid package worth €36 million and deployed about 500 troops in an effort to eradicate mosquitoes on the island.[citation needed]
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Réunion sends seven deputies to the French National Assembly and three senators to the Senate.
|
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|
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+
Administratively, Réunion is divided into 24 communes (municipalities) grouped into four arrondissements. It is also subdivided into 49 cantons, meaningful only for electoral purposes at the departmental or regional level.[13] It is a French overseas department, hence a French overseas region. The low number of communes, compared with French metropolitan departments of similar size and population, is unique: most of its communes encompass several localities, sometimes separated by significant distances.
|
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The communes voluntarily grouped themselves into five intercommunalities for cooperating in some domains, apart from the four arrondissements to which they belong for purposes of applying national laws and executive regulation. After some changes in the composition, name and status of intercommunalities, all of them operate with the status of agglomeration communities, and apply their own local taxation (in addition to national, regional, departmental, and municipal taxes) and have an autonomous budget decided by the assembly representing all member communes. This budget is also partly funded by the state, the region, the department, and the European Union for some development and investment programs. Every commune in Réunion is now a member of an intercommunality with its own taxation, to which member communes have delegated their authority in various areas.
|
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+
Although diplomacy, military, and French government matters are handled by Paris, Réunion is a member of La Francophonie, the Indian Ocean Commission, the International Trade Union Confederation, the Universal Postal Union, the Port Management Association of Eastern and Southern Africa, and the World Federation of Trade Unions in its own right.
|
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The island is 63 km (39 mi) long; 45 km (28 mi) wide; and covers 2,512 km2 (970 sq mi). It is above a hotspot in the Earth's crust. The Piton de la Fournaise, a shield volcano on the eastern end of Réunion Island, rises more than 2,631 m (8,632 ft) above sea level and is sometimes called a sister to Hawaiian volcanoes because of the similarity of climate and volcanic nature. It has erupted more than 100 times since 1640, and is under constant monitoring, most recently erupting on 2 April 2020.[14] During another eruption in April 2007, the lava flow was estimated at 3,000,000 m3 (3,900,000 cu yd) per day.[15] The hotspot that fuels Piton de la Fournaise also created the islands of Mauritius and Rodrigues.
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The Piton des Neiges volcano, the highest point on the island at 3,070 m (10,070 ft) above sea level, is northwest of the Piton de la Fournaise. Collapsed calderas and canyons are south west of the mountain. While the Piton de la Fournaise is one of Earth's most active volcanoes, the Piton des Neiges is dormant. Its name is French for "peak of snows", but snowfall on the summit of the mountain is rare. The slopes of both volcanoes are heavily forested. Cultivated land and cities like the capital city of Saint-Denis are concentrated on the surrounding coastal lowlands. Offshore, part of the west coast is characterised by a coral reef system. Réunion also has three calderas: the Cirque de Salazie, the Cirque de Cilaos and the Cirque de Mafate. The last is accessible only on foot or by helicopter.
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Plaine-des-Palmistes
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Cirque de Mafate is a caldera formed from the collapse of the large shield volcano the Piton des Neiges.
|
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Réunion from space (NASA image): The three cirques, forming a kind of three-leafed clover shape, are visible in the central north west of the image. Piton de la Fournaise is in the south east.
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Lava flow emitted in 2005 by the Piton de la Fournaise
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"Plage de l'Ermitage" beach
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The climate in Réunion is tropical, but temperature moderates with elevation. The weather is cool and dry from May to November, but hot and rainy from November to April. Precipitation levels vary greatly within the island, with the east being much wetter than the west. More than 6 m of rain a year fall on some parts of the east and less than 1 m a year falls on the west coast.[16] Réunion holds the world records for the most rainfall in 12-, 24-, 72- and 96-hour periods.[17]
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Réunion hosts many tropical and unique beaches. They are often equipped with barbecues, amenities, and parking spaces. Hermitage Beach is the most extensive and best-preserved lagoon in Réunion Island and a popular snorkelling location.[18] It is a white sand beach lined with casuarina trees under which the locals often organise picnics. La Plage des Brisants is a well-known surfing spot, with many athletic and leisurely activities taking place. Each November, a film festival is also organised in La Plage des Brisant's. Movies are projected on a large screen in front of a crowd. Beaches at Boucan Canot are surrounded by a stretch of restaurants that particularly cater to tourists. L'Étang-Salé on the west coast is a particularly unique beach as it is covered in black sand consisting of tiny fragments of basalt. This occurs when lava contacts water, it cools rapidly and shatters into the sand and fragmented debris of various size. Much of the debris is small enough to be considered sand. Grand Anse is a tropical white-sand beach lined with coconut trees in the south of Réunion, with a rock pool built for swimmers, a pétanque playground, and a picnic area. Le Vieux Port in Saint Philippe is a green-sand beach consisting of tiny olivine crystals, formed by the 2007 lava flow, making it one of the youngest beaches on Earth.[19]
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Sunset at Grand Anse beach Reunion Island
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Restaurants along Boucan Canot beach[20]
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Manapany beach rock pool
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L'Étang-Salé Beach - a black sand beach from volcanic basalt
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L’Ermitage les Bains lagoon in front of Saint Paul, and its pass through the coral reef
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Since 2010, Réunion is home to a UNESCO World Heritage Site that covers about 40% of the island's area and coincides with the central zone of the Réunion National Park.[21]
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Réunion is home to a variety of birds such as the white-tailed tropicbird (French: paille en queue).[22] Its largest land animal is the panther chameleon, Furcifer pardalis. Much of the west coast is ringed by coral reef which harbours, among other animals, sea urchins, conger eels, and parrot fish. Sea turtles and dolphins also inhabit the coastal waters. Humpback whales migrate north to the island from the Antarctic waters annually during the Southern Hemisphere winter (June–September) to breed and feed, and can be routinely observed from the shores of Réunion during this season. At least 19 species formerly endemic to Réunion have become extinct following human colonisation. For example, the Réunion giant tortoise became extinct after being slaughtered in vast numbers by sailors and settlers of the island.
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Between 2010 and 2017, 23 shark attacks occurred in the waters of Réunion, of which nine were fatal.[23] In July 2013, the Prefect of Réunion Michel Lalande announced a ban on swimming, surfing, and bodyboarding off more than half of the coast. Lalande also said 45 bull sharks and 45 tiger sharks would be culled, in addition to the 20 already killed as part of scientific research into the illness ciguatera.[24]
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Migrations of humpback whales contributed to a boom of whale watching industries on Réunion, and watching rules have been governed by the OMAR (Observatoire Marin de la Réunion) and Globice (Groupe local d'observation et d'identification des cétacés).
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A panther chameleon
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A juvenile Emperor angelfish
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A Moorish idol
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A white-tailed Tropicbird
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A Hawksbill sea turtle
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A Humpback whale off St-Gilles
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The first members of the "Bourbon" group of garden roses originated on this island (then still Île Bourbon, hence the name) from a spontaneous hybridisation between Damask roses and Rosa chinensis,[25] which had been brought there by the colonists. The first Bourbon roses were discovered on the island in 1817.[26]
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Ethnic groups present include people of African, Indian, European, Malagasy and Chinese origin. Local names for these are Yabs, Cafres, Malbars and Chinois. All of the ethnic groups comprising the island are immigrant populations that have come to Réunion from Europe, Asia and Africa over the centuries. There are no indigenous people on the island, as it was originally deserted.[27] These populations have mixed from the earliest days of the island's colonial history (the first settlers married women from Madagascar and of Indo-Portuguese heritage), resulting in a majority population of mixed race and of "Creole" culture.
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How many people of each ethnicity live in Réunion is not known exactly, since the French census does not ask questions about ethnic origin,[28] which applies in Réunion because it is a part of the 1958 constitution, and also because of the extent of racial mixing on the island. According to estimates, Whites make up roughly one quarter of the population,[29] Malbars make up more than 25% of the population and people of Chinese ancestry form roughly 3%.[30] The percentages for mixed race people and those of Afro-Malagasy origins vary widely in estimates. Also, some people of Vietnamese ancestry live on the island, though they are very few in number.[31][32][33]
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Tamils are the largest group among the Indian community.[34] The island's community of Muslims from north western India, particularly Gujarat, and elsewhere is commonly referred to as zarabes.
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Creoles (a name given to those born on the island, regardless of ethnic origins) make up the majority of the population. Groups that are not Creole include people recently arrived from Metropolitan France (known as zoreilles) and those from Mayotte and the Comoros.
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The predominant religion is Christianity, notably Roman Catholicism, with a single (Latin Rite) jurisdiction, the Roman Catholic Diocese of Saint-Denis-de-La Réunion. Religious Intelligence estimates Christians to be 86.9% of the population, followed by Hindus (6.7%) and Muslims (3.2%).[33] Chinese folk religion and Buddhism are also represented, among others.
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Most large towns have a Hindu temple and a mosque.[35]
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Réunionese culture is a blend (métissage) of European, African, Indian, Chinese and insular traditions. The most widely spoken language, Réunion Creole, derives from French.
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French is the only official language of Réunion. Although not official, Réunion Creole is the native language of a large part of the population and is spoken alongside French. Creole is used informally and orally in some administration offices whereas the official language of any administration office as well as education is French.[36]
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Because of the diverse population, other languages are also spoken, including Comorian language varieties (especially Shimaore), Malagasy by recent immigrants from Mayotte and Madagascar, Mandarin, Hakka and Cantonese by members of the Chinese community, but fewer people speak these languages as younger generations start to converse in French and Réunion Creole. There are significant number of speakers of Indian languages, mostly Tamil, Gujarati and Urdu. Arabic is taught in mosques and spoken by a small community of Muslims. Cantonese, Arabic, Tamil is also taught as an optional language in some schools.[34]
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There are two music genres which originated in Réunion: sega, which originated earlier and is also traditional in Mauritius, Rodrigues and Seychelles and maloya, which originated in the 19th century and is only found in Réunion.
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Moringue is a popular combat/dance sport similar to capoeira.
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There are several famous Réunionese sportsmen and women like the handballer Jackson Richardson, as well as the karateka Lucie Ignace.
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Professional footballers include Dimitri Payet, Ludovic Ajorque, Florent Sinama Pongolle and Guillaume Hoarau. Laurent Robert and ex-Hibernian and Celtic player Didier Agathe have also featured in movies. Agathe appeared in A Shot at Glory, whilst Robert was in Goal!.
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Réunion has a number of contributions to worldwide professional surfing. It has been home to notable pro surfers including Jeremy Flores, Johanne Defay and Justine Mauvin. Famous break St Leu has been host to several world surfing championship competitions.
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Since 1992, Réunion has hosted a number of ultramarathons under the umbrella name of the Grand Raid. As of 2018, four different races compose the Grand Raid: the Diagonale des Fous, The Trail de Bourbon, the Mascareignes, and the Zembrocal Trail.[37]
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Réunion has a local public television channel, Réunion 1ère, which now forms part of France Télévision, and also receives France 2, France 3, France 4, France 5 and France 24 from metropolitan France, as well as France Ô, which shows programming from all of the overseas departments and territories. There are also two local private channels, Télé Kréol and Antenne Réunion.
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It has a local public radio station, formerly Radio Réunion, but now known as Réunion 1ère, like its television counterpart. It also receives the Radio France networks France Inter, France Musique and France Culture. The first private local radio station, Radio Freedom, was introduced in 1981. They broadcast daily content about weather and local services.
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Two main newspapers:
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In 2017, the GDP of Réunion at market exchange rates, not at PPP, was estimated at 19.7 billion euros (US$22.3 bn) and the GDP per capita (also at market exchange rates) was 22,900 euros (US$25,900).[2] Economic growth has been at around +3.0% per year in real terms since 2014.[39]
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Sugar was traditionally the chief agricultural product and export. Tourism is now an important source of income.[40] The island's remote location combined with its stable political alignment with Europe makes it a key location for satellite receiving stations[41] and naval navigation.[42]
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GDP sector composition in 2013 (contribution of each sector to the total gross value added):[43]
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Unemployment is a major problem on Réunion, although the situation has improved markedly since the beginning of the 2000s: the unemployment rate, which stood above 30% from the early 1980s to the early 2000s, declined to 24.6% in 2007, then rebounded to 29.8% in 2011 due to the 2008 global financial crisis and subsequent Great Recession, but declined again after 2011, reaching 22.4% in 2016,[44] its lowest level in 40 years.[45] Since 2016, the unemployment rate has risen again, and reached 24.3% in 2018, nonetheless the fourth lowest yearly figure in 40 years.[44]
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In 2014, 40% of the population lived below the poverty line (defined by INSEE as 60% of Metropolitan France's median income; in 2014 the poverty line for a family of two parents and two young children was €2,064 (US$2,743) per month).[46]
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Rum distillation contributes to the island's economy. A "Product of France", it is shipped to Europe for bottling, then shipped to consumers around the world.
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In 2005–2006, Réunion experienced an epidemic of chikungunya, a viral disease similar to dengue fever brought in from East Africa, which infected almost a third of the population because of its transmission through mosquitoes. The epidemic has since been eradicated. See the History section for more details.
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Roland Garros Airport serves the island, handling flights to mainland France, India, Madagascar, Mauritius, Tanzania, Comoros, Seychelles, South Africa, China and Thailand. Pierrefonds Airport, a smaller airport, has some flights to Mauritius and Madagascar. In 2019 a light rail system was proposed to link Le Barachois with the airport.[47]
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Île-de-France (/ˌiːl də ˈfrɒ̃s/; French: [il də fʁɑ̃s] (listen); literally "Island of France") is the most populous of the 18 regions of France. It is located in the north-central part of the country and often called the Région Parisienne ("Paris Region") because it includes the city of Paris. Île-de-France is densely populated and economically important: it covers only 12,012 square kilometres (4,638 square miles), about 2% of France's territory, but has an official estimated population of 12,213,364 (18.2% of the population of France) and accounts for nearly 30% of the French Gross Domestic Product (GDP).[2]
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The region is made up of eight administrative departments: Paris, Essonne, Hauts-de-Seine, Seine-Saint-Denis, Seine-et-Marne, Val-de-Marne, Val-d'Oise and Yvelines. It was created as the "District of the Paris Region" in 1961 and renamed in 1976 after the historic province of Île-de-France, when its status was aligned with the other French administrative regions created in 1972. Residents are sometimes referred to as Franciliens, an administrative word created in the 1980s. The GDP of the region in 2018 was €734 billion (or US$866 billion at market exchange rates). It has the highest per-capita GDP among regions in France and the third-highest of regions in the European Union. In 2018, almost all of the twenty-eight French companies listed in the Fortune Global 500 had their headquarters in the Paris Region.[3]
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Besides the landmarks of Paris, the region has many important historic sites, including the Palace of Versailles and the Palace of Fontainebleau, as well as the most-visited tourist attraction in France, Disneyland Paris. The poverty rate in Île-de-France was 15.9% in 2015, compared with 12.3% in 2006. The region is also increasingly unequal. Housing prices have pushed the less affluent outside Paris.[4]
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Although the modern name Île-de-France literally means "Island of France", the etymology is in fact unclear. The "island" may refer to the land between the rivers Oise, Marne and Seine, or it may also have been a reference to the Île de la Cité, where the French royal palace and cathedral were located.
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Historic province of Île-de-France before French Revolution
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The modern départements covered by the historical Île-de-France
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Modern region of Île-de-France and départements
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The Île-de-France was inhabited by the Parisii, a sub-tribe of the Celtic Senones, from around the middle of the 3rd century BC.[5][6] One of the area's major north–south trade routes crossed the Seine on the île de la Cité; this meeting place of land and water trade routes gradually became an important trading centre.[7] The Parisii traded with many river towns (some as far away as the Iberian Peninsula) and minted their own coins for that purpose.[8]
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The Romans conquered the area in 52 BC and began their settlement on Paris's Left Bank.[9] It became a prosperous city with a forum, baths, temples, theatres, and an amphitheatre.[10] Christianity was introduced in the middle of the 3rd century AD by Saint Denis, the first Bishop of Paris: according to legend, when he refused to renounce his faith before the Roman occupiers, he was beheaded on the hill which became known as Mons Martyrum (Latin "Hill of Martyrs"), later "Montmartre", from where he walked headless to the north of the city; the place where he fell and was buried became an important religious shrine, the Basilica of Saint-Denis.[11]
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Clovis the Frank, the first king of the Merovingian dynasty, made the city his capital from 508. As the Frankish domination of Gaul began, there was a gradual immigration by the Franks to Paris and the Parisian Francien dialects were born. Fortification of the Île-de-la-Citie failed to avert sacking by Vikings in 845, but Paris's strategic importance—with its bridges preventing ships from passing—was established by successful defence in the Siege of Paris (885–86). In 987, Hugh Capet, Count of Paris (comte de Paris) and Duke of the Franks (duc des Francs), was elected King of the Franks (roi des Francs). Under the rule of the Capetian kings, Paris gradually became the largest and most prosperous city in France.[11]
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The Kings of France enjoyed getting away from Paris and hunting in the game-filled forests of the region. They built palatial hunting lodges, most notably Palace of Fontainebleau and the Palace of Versailles. From the time of Louis XIV until the French Revolution, Versailles was the official residence of the Kings and the seat of the French government. Île-de-France became the term used for the territory of Paris and the surrounding province, which was administered directly by the King.
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During the French Revolution, the royal provinces were abolished and divided into departments, and the city and region were governed directly by the national government. In the period after World War II, as Paris faced a major housing shortage, hundreds of massive apartment blocks for low-income residents were built around the edges of Paris. In the 1950s and the 1960s, Many thousands of immigrants settled in the communes bordering the city. In 1959, under President Charles De Gaulle, a new region was created out of six departments, which corresponded approximately with the historic region, with the name District de la région de Paris ("District of the Paris Region"). On 6 May 1976, as part of the process of regionalisation, the district was reconstituted and increased administrative and political powers and renamed the Île-de-France region.
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Île-de-France is in the north of France, neighboring Hauts-de-France to the north, Grand Est to the east, Bourgogne-Franche-Comté to the southeast, Centre-Val-de-Loire to the southwest, and Normandy to the west.
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View of the forest of Fontainebleau in Seine-et-Marne
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The Seine in Paris
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Vineyard in Luzarches, Val-d'Oise
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Transilien Line R train between Veneux-les-Sablons and Saint-Mammès
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Île-de-France has a land area of 12,011 km2 (4,637 sq mi). It is composed of eight departments centred on its innermost department and capital, Paris. Around the departmental of Paris, urbanisation fills a first concentric ring of three departments commonly known as the petite couronne ("small ring"); it extends into a second outer ring of four departments known as the grande couronne ("large ring"). The former department of Seine, abolished in 1968, included the city proper and parts of the petite couronne.
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The petite couronne consists of the departments of Hauts-de-Seine, Seine-Saint-Denis and Val-de-Marne; the grande couronne consists of those of Seine-et-Marne, Yvelines, Essonne and Val-d'Oise. Politically, the region is divided into 8 departments, 25 arrondissements, 155 cantons and 1,276 communes, out of the total of 35,416 in metropolitan France.[12]
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The outer parts of the Ile-de-France remain largely rural. Agriculture land, forest and natural spaces occupy 78.9 percent of the region, Twenty-eight percent of the region's land is in urban usage, while the remaining 24 percent is rivers, forests, woods, and ponds.[13]
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The River Seine flows through the middle of the region, and the region is criss-crossed by its tributaries and sub-tributaries, including the Rivers Marne, Oise and Epte. The River Eure does not cross the region, but receives water from several rivers in the Ile-de-France, including the Drouette and the Vesgre. The major rivers are navigable, and, because of the modest variations of altitude in the region (between 10 and 200 meters), they have a tendency to meander and curve. They also create many lakes and ponds, some of which have been transformed into recreation areas. (Moisson-Mousseaux, Cergy-Neuville, Villeneuve-Saint-Georges, etc.).
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Headquarters of Total in La Défense
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The historic Bourse de Paris, or Paris stock market, now called Euronext Paris
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Headquarters of Société Générale in La Défense
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The Paris Region is France's most important center of economic activity. In 2016, the region had a gross domestic product (GDP) of €681 billion (US$850 billion). The region accounts for nearly 30 percent of the French Gross Domestic Product (GDP). < All but one of the twenty-nine French companies listed in the Fortune Global 500 have their headquarters in Paris.[14]
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The regional economy has gradually shifted toward high-value-added service industries (finance, IT services, etc.) and high-tech manufacturing (electronics, optics, aerospace, etc.).[15] In 2014 industry represented just under five percent of active enterprises in the region, and 10.2 percent of salaried workers. Commerce and services account for 84 percent of the business establishments in the region, and have 83.3 percent of the salaried employees.[16]
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Financial services and insurance are important sector of the regional economy; the major French Banks and insurance companies, including BNP Paribas, Société générale, and Crédit agricole, all have their headquarters in the region, The region also hosts the headquarters of the top French telecom companies and utilities, including Orange S.A., Veolia and EDF, The French stock market, the Bourse de Paris, now known as Euronext Paris, occupies an historical building in the center of Paris, is in ranked fourth among global stock markets, after New York, Tokyo and London.,
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Other major sectors of the regional economy include energy companies (Orano, Engie, Électricité de France. and Total S.A., the top French company in the Fortune Global 500, The two major French automobile manufacturers Renault at Flins-sur-Seine, and Groupe PSA at Poissy, do much of their assembly work outside of France, but still have research centers and large plants in the region. The leading French and European aerospace and defense companies, including (Airbus] industries; Thales Group, Dassault Aviation, Safran Aircraft Engines, the European Space Agency, Alcatel-Lucent, and Arianespace have a large presence in the region. The automotive industry: Renault Groupe PSA
|
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[17]
|
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The Energy sector is also well established in the region. The nuclear power industry, with its major firm Orano, has its headquarters in Ile-de-France, as does he main French oil company Total S.A., the top French company in the Fortune Global 500, and the main electric utility, Électricité de France. The energy firm Engie also has its main offices in the region at La Défense.
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All the major French banks, including BNP Paribas, Société générale, and Crédit agricole, have their main offices in the Paris Region, as well as the major French telecom and utility companies, including Orange S.A., Veolia, and EDF. The French stock market, the Bourse de Paris, now known as Euronext Paris, occupies a historical building in the center of Paris and is ranked fourth among global stock markets, after New York, Tokyo, and London.[18]
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In 2018 just 7.2 percent of employees in the Region were engaged in industry; 62.3 percent were engaged in commerce and market services; 25.5 percent in non-market services, including government, health and education; 4.8 percent in construction; and 0.2 percent in agriculture.[19]
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The largest non-government employers in the Region as of the end of 2015 were the airline Air France (40,657); the SNCF (French Railways): 31,955; the telecom firm Orange S.A. (31,497); the bank Société Générale (27,361); the automotive firm Groupe PSA (19,648); EDF (Electricité de France); 18,199; and Renault (18,136).[20] While the Petite Coronne, or departments closest to Paris, previously employed the most industrial workers, the largest number is now in the Grande Coronne, the outer departments.[21]
|
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|
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+
The unemployment rate in the region stood at 8.6% at the end of 2016. It varied within the region from 7.8 percent in the city of Paris, to a high of 12.7 percent in Seine-Saint-Denis; 10 percent in Val-d'Oise; to regional lows of 7.5 percent in Hauts-de-Seine; 7.4 percent in Yvelines 7.7 percent in Essonne; and 7.9 percent in Seine et Marne, and 8.8 percent in Val de Marne.[22]
|
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|
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In 2018 48 percent of the land of the Île-de-France was devoted to agriculture; 569,000 hectares were cultivated. The most important crops are grains (66 percent), followed by beets (7 percent), largely for industrial use, and grass for grazing. In 2014, 9,495 hectares were devoted to bio agriculture. However, the number of persons employed in agriculture in the region dropped thirty-three percent between 2000 and 2015, to just 8,460 persons in 2015.[23]
|
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+
|
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The Île-de-France is one of the world's top tourist destinations, with a record 23.6 million hotel arrivals in 2017, and an estimated 50 million visitors in all types of accommodation. The largest number of visitors came from the United States, followed by England, Germany and China.[24]
|
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[25][26] It was ranked as the third most visited travel destination in the world in 2017, after Bangkok and London.[27] The top tourist attraction in the region in 2017 was Disneyland Paris, which received 14.8 million visitors in 2017, followed by the Cathedral of Notre-Dame (est. 12 million) and the Basilica of Sacre-Coeur at Montmartre (est. 11.1 million visitors).[28]
|
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|
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Notre-Dame Cathedral (12 million visitors in 2017)
|
76 |
+
|
77 |
+
Palace of Versailles (7.7 million visitors in 2017)
|
78 |
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|
79 |
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Disneyland Paris (14.8 million visitors in 2017)
|
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+
|
81 |
+
Château of Vaux le Vicomte
|
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+
|
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Notable historic monuments in the Region outside of Paris include the Palace of Versailles (7,700,000 visitors), the Palace of Fontainebleau (500,000 visitors), the chateau of Vaux-le-Vicomte (300,000 visitors), and the Château de Malmaison, Napoleon's former country house; and the Basilica of Saint-Denis, where the Kings of France were interred before the French Revolution.[29]
|
84 |
+
|
85 |
+
The Regional Council is the legislative body of the region. Its seat is in Paris, at 33 rue Barbet-de-Jouy in the 7th arrondissement. On 15 December 2015, a list of candidates of the Union of the Right, a coalition of centrist and right-wing parties, led by Valérie Pécresse, narrowly won the regional election, defeating the Union of the Left, a coalition of socialists and ecologists. The socialists had governed the region for the preceding seventeen years.
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|
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Since 2016 the regional council has 121 members from the Union of the Right, 66 from the Union of the Left and 22 from the far-right National Front.[30]
|
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|
89 |
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As of 1 January 2017[update], the population density of the region was 1010.9 inhabitants per square kilometer. The densest area is Paris itself, with 21,066 inhabitants per square kilometer. The least-densely populated département is Seine-et-Marne with 239 residents per square kilometer.[31]
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As of 2015[update] according to the official government statistics agency INSEE, 15.9 percent of the residents of the region had an income below the poverty level; 16.2 of the residents of the city of Paris had income below the poverty level. Poverty was highest in the départements of Seine-Saint-Denis (29 percent), Val-d'Oise (17.1 percent), and Val-de-Marne (16.8 percent). It was lowest in Yvelines (9.7 percent); Seine-et-Marne (11.8 percent), Essone (12.9 percent), and Hauts-de-Seine (12.4 percent). Hauts-de-Seine is the wealthiest department in France, measured by per capita GDP.[32]
|
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|
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In 2013, 2,206,000 residents of the Île-de-France were immigrants, born outside of France. This amounts to 18.5% of the population of the region, two times more than the proportion for metropolitan France as a whole. Four out of ten immigrants living in France reside in the Paris Region. The immigrant population of the Paris Region has a higher proportion of those born outside of Europe, and a higher proportion of immigrants with a higher level of education, than the rest of France. The population of immigrants is more widely distributed throughout the region than it was in the early 2000s, though the concentrations remain high in certain areas, particularly Paris and the department of Seine-Saint-Denis. The proportion of residents born outside of Metropolitan France has dropped since the 1999 census (19.7%) and the 2010 census (23%).[35]
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|
95 |
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The Petite Couronne[36] (Little Crown, i.e. Inner Ring) is formed by the 3 departments of Île-de-France bordering with the French capital and forming a geographical crown around it. The departments, until 1968 part of the disbanded Seine department, are Hauts-de-Seine, Seine-Saint-Denis and Val-de-Marne. The most populated towns of the Petite Couronne are Boulogne-Billancourt, Montreuil, Saint-Denis, Nanterre and Créteil.
|
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|
97 |
+
The Métropole du Grand Paris is an administrative structure that comprises Paris and the three departments of the Petite Couronne, plus seven additional communes in the Grande Couronne.
|
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|
99 |
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The table below shows some statistical information about the area including Paris:
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|
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The Grande Couronne[38] (Greater Crown, i.e. Outer Ring) includes the outer four departments of Île-de-France not bordering with Paris. They are Seine-et-Marne (77), Yvelines (78), Essonne (91) and Val-d'Oise (95). The latter three departments formed the Seine-et-Oise department until this was disbanded in 1968. The city of Versailles is part of this area.
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Île-de-France is twinned with:
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Coordinates: 48°30′N 2°30′E / 48.500°N 2.500°E / 48.500; 2.500
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Île-de-France (/ˌiːl də ˈfrɒ̃s/; French: [il də fʁɑ̃s] (listen); literally "Island of France") is the most populous of the 18 regions of France. It is located in the north-central part of the country and often called the Région Parisienne ("Paris Region") because it includes the city of Paris. Île-de-France is densely populated and economically important: it covers only 12,012 square kilometres (4,638 square miles), about 2% of France's territory, but has an official estimated population of 12,213,364 (18.2% of the population of France) and accounts for nearly 30% of the French Gross Domestic Product (GDP).[2]
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The region is made up of eight administrative departments: Paris, Essonne, Hauts-de-Seine, Seine-Saint-Denis, Seine-et-Marne, Val-de-Marne, Val-d'Oise and Yvelines. It was created as the "District of the Paris Region" in 1961 and renamed in 1976 after the historic province of Île-de-France, when its status was aligned with the other French administrative regions created in 1972. Residents are sometimes referred to as Franciliens, an administrative word created in the 1980s. The GDP of the region in 2018 was €734 billion (or US$866 billion at market exchange rates). It has the highest per-capita GDP among regions in France and the third-highest of regions in the European Union. In 2018, almost all of the twenty-eight French companies listed in the Fortune Global 500 had their headquarters in the Paris Region.[3]
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Besides the landmarks of Paris, the region has many important historic sites, including the Palace of Versailles and the Palace of Fontainebleau, as well as the most-visited tourist attraction in France, Disneyland Paris. The poverty rate in Île-de-France was 15.9% in 2015, compared with 12.3% in 2006. The region is also increasingly unequal. Housing prices have pushed the less affluent outside Paris.[4]
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Although the modern name Île-de-France literally means "Island of France", the etymology is in fact unclear. The "island" may refer to the land between the rivers Oise, Marne and Seine, or it may also have been a reference to the Île de la Cité, where the French royal palace and cathedral were located.
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|
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Historic province of Île-de-France before French Revolution
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|
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The modern départements covered by the historical Île-de-France
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Modern region of Île-de-France and départements
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The Île-de-France was inhabited by the Parisii, a sub-tribe of the Celtic Senones, from around the middle of the 3rd century BC.[5][6] One of the area's major north–south trade routes crossed the Seine on the île de la Cité; this meeting place of land and water trade routes gradually became an important trading centre.[7] The Parisii traded with many river towns (some as far away as the Iberian Peninsula) and minted their own coins for that purpose.[8]
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The Romans conquered the area in 52 BC and began their settlement on Paris's Left Bank.[9] It became a prosperous city with a forum, baths, temples, theatres, and an amphitheatre.[10] Christianity was introduced in the middle of the 3rd century AD by Saint Denis, the first Bishop of Paris: according to legend, when he refused to renounce his faith before the Roman occupiers, he was beheaded on the hill which became known as Mons Martyrum (Latin "Hill of Martyrs"), later "Montmartre", from where he walked headless to the north of the city; the place where he fell and was buried became an important religious shrine, the Basilica of Saint-Denis.[11]
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Clovis the Frank, the first king of the Merovingian dynasty, made the city his capital from 508. As the Frankish domination of Gaul began, there was a gradual immigration by the Franks to Paris and the Parisian Francien dialects were born. Fortification of the Île-de-la-Citie failed to avert sacking by Vikings in 845, but Paris's strategic importance—with its bridges preventing ships from passing—was established by successful defence in the Siege of Paris (885–86). In 987, Hugh Capet, Count of Paris (comte de Paris) and Duke of the Franks (duc des Francs), was elected King of the Franks (roi des Francs). Under the rule of the Capetian kings, Paris gradually became the largest and most prosperous city in France.[11]
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The Kings of France enjoyed getting away from Paris and hunting in the game-filled forests of the region. They built palatial hunting lodges, most notably Palace of Fontainebleau and the Palace of Versailles. From the time of Louis XIV until the French Revolution, Versailles was the official residence of the Kings and the seat of the French government. Île-de-France became the term used for the territory of Paris and the surrounding province, which was administered directly by the King.
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During the French Revolution, the royal provinces were abolished and divided into departments, and the city and region were governed directly by the national government. In the period after World War II, as Paris faced a major housing shortage, hundreds of massive apartment blocks for low-income residents were built around the edges of Paris. In the 1950s and the 1960s, Many thousands of immigrants settled in the communes bordering the city. In 1959, under President Charles De Gaulle, a new region was created out of six departments, which corresponded approximately with the historic region, with the name District de la région de Paris ("District of the Paris Region"). On 6 May 1976, as part of the process of regionalisation, the district was reconstituted and increased administrative and political powers and renamed the Île-de-France region.
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Île-de-France is in the north of France, neighboring Hauts-de-France to the north, Grand Est to the east, Bourgogne-Franche-Comté to the southeast, Centre-Val-de-Loire to the southwest, and Normandy to the west.
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View of the forest of Fontainebleau in Seine-et-Marne
|
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The Seine in Paris
|
32 |
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|
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Vineyard in Luzarches, Val-d'Oise
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Transilien Line R train between Veneux-les-Sablons and Saint-Mammès
|
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Île-de-France has a land area of 12,011 km2 (4,637 sq mi). It is composed of eight departments centred on its innermost department and capital, Paris. Around the departmental of Paris, urbanisation fills a first concentric ring of three departments commonly known as the petite couronne ("small ring"); it extends into a second outer ring of four departments known as the grande couronne ("large ring"). The former department of Seine, abolished in 1968, included the city proper and parts of the petite couronne.
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|
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The petite couronne consists of the departments of Hauts-de-Seine, Seine-Saint-Denis and Val-de-Marne; the grande couronne consists of those of Seine-et-Marne, Yvelines, Essonne and Val-d'Oise. Politically, the region is divided into 8 departments, 25 arrondissements, 155 cantons and 1,276 communes, out of the total of 35,416 in metropolitan France.[12]
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The outer parts of the Ile-de-France remain largely rural. Agriculture land, forest and natural spaces occupy 78.9 percent of the region, Twenty-eight percent of the region's land is in urban usage, while the remaining 24 percent is rivers, forests, woods, and ponds.[13]
|
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The River Seine flows through the middle of the region, and the region is criss-crossed by its tributaries and sub-tributaries, including the Rivers Marne, Oise and Epte. The River Eure does not cross the region, but receives water from several rivers in the Ile-de-France, including the Drouette and the Vesgre. The major rivers are navigable, and, because of the modest variations of altitude in the region (between 10 and 200 meters), they have a tendency to meander and curve. They also create many lakes and ponds, some of which have been transformed into recreation areas. (Moisson-Mousseaux, Cergy-Neuville, Villeneuve-Saint-Georges, etc.).
|
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Headquarters of Total in La Défense
|
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The historic Bourse de Paris, or Paris stock market, now called Euronext Paris
|
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|
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Headquarters of Société Générale in La Défense
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The Paris Region is France's most important center of economic activity. In 2016, the region had a gross domestic product (GDP) of €681 billion (US$850 billion). The region accounts for nearly 30 percent of the French Gross Domestic Product (GDP). < All but one of the twenty-nine French companies listed in the Fortune Global 500 have their headquarters in Paris.[14]
|
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The regional economy has gradually shifted toward high-value-added service industries (finance, IT services, etc.) and high-tech manufacturing (electronics, optics, aerospace, etc.).[15] In 2014 industry represented just under five percent of active enterprises in the region, and 10.2 percent of salaried workers. Commerce and services account for 84 percent of the business establishments in the region, and have 83.3 percent of the salaried employees.[16]
|
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Financial services and insurance are important sector of the regional economy; the major French Banks and insurance companies, including BNP Paribas, Société générale, and Crédit agricole, all have their headquarters in the region, The region also hosts the headquarters of the top French telecom companies and utilities, including Orange S.A., Veolia and EDF, The French stock market, the Bourse de Paris, now known as Euronext Paris, occupies an historical building in the center of Paris, is in ranked fourth among global stock markets, after New York, Tokyo and London.,
|
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|
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Other major sectors of the regional economy include energy companies (Orano, Engie, Électricité de France. and Total S.A., the top French company in the Fortune Global 500, The two major French automobile manufacturers Renault at Flins-sur-Seine, and Groupe PSA at Poissy, do much of their assembly work outside of France, but still have research centers and large plants in the region. The leading French and European aerospace and defense companies, including (Airbus] industries; Thales Group, Dassault Aviation, Safran Aircraft Engines, the European Space Agency, Alcatel-Lucent, and Arianespace have a large presence in the region. The automotive industry: Renault Groupe PSA
|
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[17]
|
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|
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The Energy sector is also well established in the region. The nuclear power industry, with its major firm Orano, has its headquarters in Ile-de-France, as does he main French oil company Total S.A., the top French company in the Fortune Global 500, and the main electric utility, Électricité de France. The energy firm Engie also has its main offices in the region at La Défense.
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All the major French banks, including BNP Paribas, Société générale, and Crédit agricole, have their main offices in the Paris Region, as well as the major French telecom and utility companies, including Orange S.A., Veolia, and EDF. The French stock market, the Bourse de Paris, now known as Euronext Paris, occupies a historical building in the center of Paris and is ranked fourth among global stock markets, after New York, Tokyo, and London.[18]
|
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|
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In 2018 just 7.2 percent of employees in the Region were engaged in industry; 62.3 percent were engaged in commerce and market services; 25.5 percent in non-market services, including government, health and education; 4.8 percent in construction; and 0.2 percent in agriculture.[19]
|
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|
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The largest non-government employers in the Region as of the end of 2015 were the airline Air France (40,657); the SNCF (French Railways): 31,955; the telecom firm Orange S.A. (31,497); the bank Société Générale (27,361); the automotive firm Groupe PSA (19,648); EDF (Electricité de France); 18,199; and Renault (18,136).[20] While the Petite Coronne, or departments closest to Paris, previously employed the most industrial workers, the largest number is now in the Grande Coronne, the outer departments.[21]
|
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The unemployment rate in the region stood at 8.6% at the end of 2016. It varied within the region from 7.8 percent in the city of Paris, to a high of 12.7 percent in Seine-Saint-Denis; 10 percent in Val-d'Oise; to regional lows of 7.5 percent in Hauts-de-Seine; 7.4 percent in Yvelines 7.7 percent in Essonne; and 7.9 percent in Seine et Marne, and 8.8 percent in Val de Marne.[22]
|
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|
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In 2018 48 percent of the land of the Île-de-France was devoted to agriculture; 569,000 hectares were cultivated. The most important crops are grains (66 percent), followed by beets (7 percent), largely for industrial use, and grass for grazing. In 2014, 9,495 hectares were devoted to bio agriculture. However, the number of persons employed in agriculture in the region dropped thirty-three percent between 2000 and 2015, to just 8,460 persons in 2015.[23]
|
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|
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The Île-de-France is one of the world's top tourist destinations, with a record 23.6 million hotel arrivals in 2017, and an estimated 50 million visitors in all types of accommodation. The largest number of visitors came from the United States, followed by England, Germany and China.[24]
|
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[25][26] It was ranked as the third most visited travel destination in the world in 2017, after Bangkok and London.[27] The top tourist attraction in the region in 2017 was Disneyland Paris, which received 14.8 million visitors in 2017, followed by the Cathedral of Notre-Dame (est. 12 million) and the Basilica of Sacre-Coeur at Montmartre (est. 11.1 million visitors).[28]
|
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|
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Notre-Dame Cathedral (12 million visitors in 2017)
|
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|
77 |
+
Palace of Versailles (7.7 million visitors in 2017)
|
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|
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Disneyland Paris (14.8 million visitors in 2017)
|
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|
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Château of Vaux le Vicomte
|
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|
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Notable historic monuments in the Region outside of Paris include the Palace of Versailles (7,700,000 visitors), the Palace of Fontainebleau (500,000 visitors), the chateau of Vaux-le-Vicomte (300,000 visitors), and the Château de Malmaison, Napoleon's former country house; and the Basilica of Saint-Denis, where the Kings of France were interred before the French Revolution.[29]
|
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+
|
85 |
+
The Regional Council is the legislative body of the region. Its seat is in Paris, at 33 rue Barbet-de-Jouy in the 7th arrondissement. On 15 December 2015, a list of candidates of the Union of the Right, a coalition of centrist and right-wing parties, led by Valérie Pécresse, narrowly won the regional election, defeating the Union of the Left, a coalition of socialists and ecologists. The socialists had governed the region for the preceding seventeen years.
|
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+
|
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+
Since 2016 the regional council has 121 members from the Union of the Right, 66 from the Union of the Left and 22 from the far-right National Front.[30]
|
88 |
+
|
89 |
+
As of 1 January 2017[update], the population density of the region was 1010.9 inhabitants per square kilometer. The densest area is Paris itself, with 21,066 inhabitants per square kilometer. The least-densely populated département is Seine-et-Marne with 239 residents per square kilometer.[31]
|
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|
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As of 2015[update] according to the official government statistics agency INSEE, 15.9 percent of the residents of the region had an income below the poverty level; 16.2 of the residents of the city of Paris had income below the poverty level. Poverty was highest in the départements of Seine-Saint-Denis (29 percent), Val-d'Oise (17.1 percent), and Val-de-Marne (16.8 percent). It was lowest in Yvelines (9.7 percent); Seine-et-Marne (11.8 percent), Essone (12.9 percent), and Hauts-de-Seine (12.4 percent). Hauts-de-Seine is the wealthiest department in France, measured by per capita GDP.[32]
|
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In 2013, 2,206,000 residents of the Île-de-France were immigrants, born outside of France. This amounts to 18.5% of the population of the region, two times more than the proportion for metropolitan France as a whole. Four out of ten immigrants living in France reside in the Paris Region. The immigrant population of the Paris Region has a higher proportion of those born outside of Europe, and a higher proportion of immigrants with a higher level of education, than the rest of France. The population of immigrants is more widely distributed throughout the region than it was in the early 2000s, though the concentrations remain high in certain areas, particularly Paris and the department of Seine-Saint-Denis. The proportion of residents born outside of Metropolitan France has dropped since the 1999 census (19.7%) and the 2010 census (23%).[35]
|
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|
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+
The Petite Couronne[36] (Little Crown, i.e. Inner Ring) is formed by the 3 departments of Île-de-France bordering with the French capital and forming a geographical crown around it. The departments, until 1968 part of the disbanded Seine department, are Hauts-de-Seine, Seine-Saint-Denis and Val-de-Marne. The most populated towns of the Petite Couronne are Boulogne-Billancourt, Montreuil, Saint-Denis, Nanterre and Créteil.
|
96 |
+
|
97 |
+
The Métropole du Grand Paris is an administrative structure that comprises Paris and the three departments of the Petite Couronne, plus seven additional communes in the Grande Couronne.
|
98 |
+
|
99 |
+
The table below shows some statistical information about the area including Paris:
|
100 |
+
|
101 |
+
The Grande Couronne[38] (Greater Crown, i.e. Outer Ring) includes the outer four departments of Île-de-France not bordering with Paris. They are Seine-et-Marne (77), Yvelines (78), Essonne (91) and Val-d'Oise (95). The latter three departments formed the Seine-et-Oise department until this was disbanded in 1968. The city of Versailles is part of this area.
|
102 |
+
|
103 |
+
Île-de-France is twinned with:
|
104 |
+
|
105 |
+
Coordinates: 48°30′N 2°30′E / 48.500°N 2.500°E / 48.500; 2.500
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Île-de-France (/ˌiːl də ˈfrɒ̃s/; French: [il də fʁɑ̃s] (listen); literally "Island of France") is the most populous of the 18 regions of France. It is located in the north-central part of the country and often called the Région Parisienne ("Paris Region") because it includes the city of Paris. Île-de-France is densely populated and economically important: it covers only 12,012 square kilometres (4,638 square miles), about 2% of France's territory, but has an official estimated population of 12,213,364 (18.2% of the population of France) and accounts for nearly 30% of the French Gross Domestic Product (GDP).[2]
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The region is made up of eight administrative departments: Paris, Essonne, Hauts-de-Seine, Seine-Saint-Denis, Seine-et-Marne, Val-de-Marne, Val-d'Oise and Yvelines. It was created as the "District of the Paris Region" in 1961 and renamed in 1976 after the historic province of Île-de-France, when its status was aligned with the other French administrative regions created in 1972. Residents are sometimes referred to as Franciliens, an administrative word created in the 1980s. The GDP of the region in 2018 was €734 billion (or US$866 billion at market exchange rates). It has the highest per-capita GDP among regions in France and the third-highest of regions in the European Union. In 2018, almost all of the twenty-eight French companies listed in the Fortune Global 500 had their headquarters in the Paris Region.[3]
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Besides the landmarks of Paris, the region has many important historic sites, including the Palace of Versailles and the Palace of Fontainebleau, as well as the most-visited tourist attraction in France, Disneyland Paris. The poverty rate in Île-de-France was 15.9% in 2015, compared with 12.3% in 2006. The region is also increasingly unequal. Housing prices have pushed the less affluent outside Paris.[4]
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Although the modern name Île-de-France literally means "Island of France", the etymology is in fact unclear. The "island" may refer to the land between the rivers Oise, Marne and Seine, or it may also have been a reference to the Île de la Cité, where the French royal palace and cathedral were located.
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|
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Historic province of Île-de-France before French Revolution
|
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|
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The modern départements covered by the historical Île-de-France
|
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Modern region of Île-de-France and départements
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The Île-de-France was inhabited by the Parisii, a sub-tribe of the Celtic Senones, from around the middle of the 3rd century BC.[5][6] One of the area's major north–south trade routes crossed the Seine on the île de la Cité; this meeting place of land and water trade routes gradually became an important trading centre.[7] The Parisii traded with many river towns (some as far away as the Iberian Peninsula) and minted their own coins for that purpose.[8]
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The Romans conquered the area in 52 BC and began their settlement on Paris's Left Bank.[9] It became a prosperous city with a forum, baths, temples, theatres, and an amphitheatre.[10] Christianity was introduced in the middle of the 3rd century AD by Saint Denis, the first Bishop of Paris: according to legend, when he refused to renounce his faith before the Roman occupiers, he was beheaded on the hill which became known as Mons Martyrum (Latin "Hill of Martyrs"), later "Montmartre", from where he walked headless to the north of the city; the place where he fell and was buried became an important religious shrine, the Basilica of Saint-Denis.[11]
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Clovis the Frank, the first king of the Merovingian dynasty, made the city his capital from 508. As the Frankish domination of Gaul began, there was a gradual immigration by the Franks to Paris and the Parisian Francien dialects were born. Fortification of the Île-de-la-Citie failed to avert sacking by Vikings in 845, but Paris's strategic importance—with its bridges preventing ships from passing—was established by successful defence in the Siege of Paris (885–86). In 987, Hugh Capet, Count of Paris (comte de Paris) and Duke of the Franks (duc des Francs), was elected King of the Franks (roi des Francs). Under the rule of the Capetian kings, Paris gradually became the largest and most prosperous city in France.[11]
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The Kings of France enjoyed getting away from Paris and hunting in the game-filled forests of the region. They built palatial hunting lodges, most notably Palace of Fontainebleau and the Palace of Versailles. From the time of Louis XIV until the French Revolution, Versailles was the official residence of the Kings and the seat of the French government. Île-de-France became the term used for the territory of Paris and the surrounding province, which was administered directly by the King.
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During the French Revolution, the royal provinces were abolished and divided into departments, and the city and region were governed directly by the national government. In the period after World War II, as Paris faced a major housing shortage, hundreds of massive apartment blocks for low-income residents were built around the edges of Paris. In the 1950s and the 1960s, Many thousands of immigrants settled in the communes bordering the city. In 1959, under President Charles De Gaulle, a new region was created out of six departments, which corresponded approximately with the historic region, with the name District de la région de Paris ("District of the Paris Region"). On 6 May 1976, as part of the process of regionalisation, the district was reconstituted and increased administrative and political powers and renamed the Île-de-France region.
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Île-de-France is in the north of France, neighboring Hauts-de-France to the north, Grand Est to the east, Bourgogne-Franche-Comté to the southeast, Centre-Val-de-Loire to the southwest, and Normandy to the west.
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View of the forest of Fontainebleau in Seine-et-Marne
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The Seine in Paris
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Vineyard in Luzarches, Val-d'Oise
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|
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Transilien Line R train between Veneux-les-Sablons and Saint-Mammès
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Île-de-France has a land area of 12,011 km2 (4,637 sq mi). It is composed of eight departments centred on its innermost department and capital, Paris. Around the departmental of Paris, urbanisation fills a first concentric ring of three departments commonly known as the petite couronne ("small ring"); it extends into a second outer ring of four departments known as the grande couronne ("large ring"). The former department of Seine, abolished in 1968, included the city proper and parts of the petite couronne.
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The petite couronne consists of the departments of Hauts-de-Seine, Seine-Saint-Denis and Val-de-Marne; the grande couronne consists of those of Seine-et-Marne, Yvelines, Essonne and Val-d'Oise. Politically, the region is divided into 8 departments, 25 arrondissements, 155 cantons and 1,276 communes, out of the total of 35,416 in metropolitan France.[12]
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The outer parts of the Ile-de-France remain largely rural. Agriculture land, forest and natural spaces occupy 78.9 percent of the region, Twenty-eight percent of the region's land is in urban usage, while the remaining 24 percent is rivers, forests, woods, and ponds.[13]
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The River Seine flows through the middle of the region, and the region is criss-crossed by its tributaries and sub-tributaries, including the Rivers Marne, Oise and Epte. The River Eure does not cross the region, but receives water from several rivers in the Ile-de-France, including the Drouette and the Vesgre. The major rivers are navigable, and, because of the modest variations of altitude in the region (between 10 and 200 meters), they have a tendency to meander and curve. They also create many lakes and ponds, some of which have been transformed into recreation areas. (Moisson-Mousseaux, Cergy-Neuville, Villeneuve-Saint-Georges, etc.).
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Headquarters of Total in La Défense
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The historic Bourse de Paris, or Paris stock market, now called Euronext Paris
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|
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Headquarters of Société Générale in La Défense
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The Paris Region is France's most important center of economic activity. In 2016, the region had a gross domestic product (GDP) of €681 billion (US$850 billion). The region accounts for nearly 30 percent of the French Gross Domestic Product (GDP). < All but one of the twenty-nine French companies listed in the Fortune Global 500 have their headquarters in Paris.[14]
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|
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The regional economy has gradually shifted toward high-value-added service industries (finance, IT services, etc.) and high-tech manufacturing (electronics, optics, aerospace, etc.).[15] In 2014 industry represented just under five percent of active enterprises in the region, and 10.2 percent of salaried workers. Commerce and services account for 84 percent of the business establishments in the region, and have 83.3 percent of the salaried employees.[16]
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Financial services and insurance are important sector of the regional economy; the major French Banks and insurance companies, including BNP Paribas, Société générale, and Crédit agricole, all have their headquarters in the region, The region also hosts the headquarters of the top French telecom companies and utilities, including Orange S.A., Veolia and EDF, The French stock market, the Bourse de Paris, now known as Euronext Paris, occupies an historical building in the center of Paris, is in ranked fourth among global stock markets, after New York, Tokyo and London.,
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Other major sectors of the regional economy include energy companies (Orano, Engie, Électricité de France. and Total S.A., the top French company in the Fortune Global 500, The two major French automobile manufacturers Renault at Flins-sur-Seine, and Groupe PSA at Poissy, do much of their assembly work outside of France, but still have research centers and large plants in the region. The leading French and European aerospace and defense companies, including (Airbus] industries; Thales Group, Dassault Aviation, Safran Aircraft Engines, the European Space Agency, Alcatel-Lucent, and Arianespace have a large presence in the region. The automotive industry: Renault Groupe PSA
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[17]
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|
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The Energy sector is also well established in the region. The nuclear power industry, with its major firm Orano, has its headquarters in Ile-de-France, as does he main French oil company Total S.A., the top French company in the Fortune Global 500, and the main electric utility, Électricité de France. The energy firm Engie also has its main offices in the region at La Défense.
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All the major French banks, including BNP Paribas, Société générale, and Crédit agricole, have their main offices in the Paris Region, as well as the major French telecom and utility companies, including Orange S.A., Veolia, and EDF. The French stock market, the Bourse de Paris, now known as Euronext Paris, occupies a historical building in the center of Paris and is ranked fourth among global stock markets, after New York, Tokyo, and London.[18]
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|
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In 2018 just 7.2 percent of employees in the Region were engaged in industry; 62.3 percent were engaged in commerce and market services; 25.5 percent in non-market services, including government, health and education; 4.8 percent in construction; and 0.2 percent in agriculture.[19]
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|
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The largest non-government employers in the Region as of the end of 2015 were the airline Air France (40,657); the SNCF (French Railways): 31,955; the telecom firm Orange S.A. (31,497); the bank Société Générale (27,361); the automotive firm Groupe PSA (19,648); EDF (Electricité de France); 18,199; and Renault (18,136).[20] While the Petite Coronne, or departments closest to Paris, previously employed the most industrial workers, the largest number is now in the Grande Coronne, the outer departments.[21]
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The unemployment rate in the region stood at 8.6% at the end of 2016. It varied within the region from 7.8 percent in the city of Paris, to a high of 12.7 percent in Seine-Saint-Denis; 10 percent in Val-d'Oise; to regional lows of 7.5 percent in Hauts-de-Seine; 7.4 percent in Yvelines 7.7 percent in Essonne; and 7.9 percent in Seine et Marne, and 8.8 percent in Val de Marne.[22]
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In 2018 48 percent of the land of the Île-de-France was devoted to agriculture; 569,000 hectares were cultivated. The most important crops are grains (66 percent), followed by beets (7 percent), largely for industrial use, and grass for grazing. In 2014, 9,495 hectares were devoted to bio agriculture. However, the number of persons employed in agriculture in the region dropped thirty-three percent between 2000 and 2015, to just 8,460 persons in 2015.[23]
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The Île-de-France is one of the world's top tourist destinations, with a record 23.6 million hotel arrivals in 2017, and an estimated 50 million visitors in all types of accommodation. The largest number of visitors came from the United States, followed by England, Germany and China.[24]
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[25][26] It was ranked as the third most visited travel destination in the world in 2017, after Bangkok and London.[27] The top tourist attraction in the region in 2017 was Disneyland Paris, which received 14.8 million visitors in 2017, followed by the Cathedral of Notre-Dame (est. 12 million) and the Basilica of Sacre-Coeur at Montmartre (est. 11.1 million visitors).[28]
|
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|
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Notre-Dame Cathedral (12 million visitors in 2017)
|
76 |
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|
77 |
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Palace of Versailles (7.7 million visitors in 2017)
|
78 |
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|
79 |
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Disneyland Paris (14.8 million visitors in 2017)
|
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|
81 |
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Château of Vaux le Vicomte
|
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|
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Notable historic monuments in the Region outside of Paris include the Palace of Versailles (7,700,000 visitors), the Palace of Fontainebleau (500,000 visitors), the chateau of Vaux-le-Vicomte (300,000 visitors), and the Château de Malmaison, Napoleon's former country house; and the Basilica of Saint-Denis, where the Kings of France were interred before the French Revolution.[29]
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|
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The Regional Council is the legislative body of the region. Its seat is in Paris, at 33 rue Barbet-de-Jouy in the 7th arrondissement. On 15 December 2015, a list of candidates of the Union of the Right, a coalition of centrist and right-wing parties, led by Valérie Pécresse, narrowly won the regional election, defeating the Union of the Left, a coalition of socialists and ecologists. The socialists had governed the region for the preceding seventeen years.
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|
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Since 2016 the regional council has 121 members from the Union of the Right, 66 from the Union of the Left and 22 from the far-right National Front.[30]
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As of 1 January 2017[update], the population density of the region was 1010.9 inhabitants per square kilometer. The densest area is Paris itself, with 21,066 inhabitants per square kilometer. The least-densely populated département is Seine-et-Marne with 239 residents per square kilometer.[31]
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As of 2015[update] according to the official government statistics agency INSEE, 15.9 percent of the residents of the region had an income below the poverty level; 16.2 of the residents of the city of Paris had income below the poverty level. Poverty was highest in the départements of Seine-Saint-Denis (29 percent), Val-d'Oise (17.1 percent), and Val-de-Marne (16.8 percent). It was lowest in Yvelines (9.7 percent); Seine-et-Marne (11.8 percent), Essone (12.9 percent), and Hauts-de-Seine (12.4 percent). Hauts-de-Seine is the wealthiest department in France, measured by per capita GDP.[32]
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In 2013, 2,206,000 residents of the Île-de-France were immigrants, born outside of France. This amounts to 18.5% of the population of the region, two times more than the proportion for metropolitan France as a whole. Four out of ten immigrants living in France reside in the Paris Region. The immigrant population of the Paris Region has a higher proportion of those born outside of Europe, and a higher proportion of immigrants with a higher level of education, than the rest of France. The population of immigrants is more widely distributed throughout the region than it was in the early 2000s, though the concentrations remain high in certain areas, particularly Paris and the department of Seine-Saint-Denis. The proportion of residents born outside of Metropolitan France has dropped since the 1999 census (19.7%) and the 2010 census (23%).[35]
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|
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The Petite Couronne[36] (Little Crown, i.e. Inner Ring) is formed by the 3 departments of Île-de-France bordering with the French capital and forming a geographical crown around it. The departments, until 1968 part of the disbanded Seine department, are Hauts-de-Seine, Seine-Saint-Denis and Val-de-Marne. The most populated towns of the Petite Couronne are Boulogne-Billancourt, Montreuil, Saint-Denis, Nanterre and Créteil.
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|
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The Métropole du Grand Paris is an administrative structure that comprises Paris and the three departments of the Petite Couronne, plus seven additional communes in the Grande Couronne.
|
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|
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The table below shows some statistical information about the area including Paris:
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|
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The Grande Couronne[38] (Greater Crown, i.e. Outer Ring) includes the outer four departments of Île-de-France not bordering with Paris. They are Seine-et-Marne (77), Yvelines (78), Essonne (91) and Val-d'Oise (95). The latter three departments formed the Seine-et-Oise department until this was disbanded in 1968. The city of Versailles is part of this area.
|
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|
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Île-de-France is twinned with:
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|
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Coordinates: 48°30′N 2°30′E / 48.500°N 2.500°E / 48.500; 2.500
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Réunion (French: La Réunion [la ʁe.y.njɔ̃] (listen); previously Île Bourbon) is an overseas department and region of the French Republic and an island in the Indian Ocean, east of Madagascar and 175 km (109 mi) southwest of Mauritius. As of January 2020[update], it had a population of 859,959.[1]
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As in France, the official language is French. In addition, the majority of the region's population speaks Réunion Creole.
|
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Administratively, Réunion is one of the overseas departments of France. Like the other four overseas departments, it is also one of the 18 regions of France, with the modified status of overseas region, and an integral part of the republic with the same status as Metropolitan France. Réunion is an outermost region of the European Union and, as an overseas department of France, part of the eurozone.[3]
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|
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The island has been inhabited since the 16th century, when people from France and Madagascar settled there. Slavery was abolished on 20 December 1848 (a date celebrated yearly on the island), when the French Second Republic abolished slavery in the French colonies. Indentured workers continued to be brought to Réunion from South India, among other places, however. The island became an overseas department of France in 1946.
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Not much is known of Réunion's history prior to the arrival of the Portuguese in the early 16th century.[4] Arab traders were familiar with it by the name Dina Morgabin, "Western Island".[5] The island is possibly featured on a map from 1153 AD by Al Sharif el-Edrisi.[citation needed] The island might also have been visited by Swahili or Austronesian (Ancient Indonesian–Malaysian) sailors on their journey to the west from the Malay Archipelago to Madagascar.[4]
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|
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The first European discovery of the area was made around 1507 by Portuguese explorer Diogo Fernandes Pereira, but the specifics are unclear. The uninhabited island might have been first sighted by the expedition led by Dom Pedro Mascarenhas, who gave his name to the island group around Réunion, the Mascarenes.[6] Réunion itself was dubbed Santa Apolónia after a favourite saint,[5] which suggests that the date of the Portuguese discovery could have been 9 February, her saint day. Diogo Lopes de Sequeira is said to have landed on the islands of Réunion and Rodrigues in 1509.[citation needed]
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By the early 1600s, nominal Portuguese rule had left Santa Apolónia virtually untouched.[6] The island was then occupied by France and administered from Port Louis, Mauritius. Although the first French claims date from 1638, when François Cauche and Salomon Goubert visited in June 1638,[7] the island was officially claimed by Jacques Pronis of France in 1642, when he deported a dozen French mutineers to the island from Madagascar. The convicts were returned to France several years later, and in 1649, the island was named Île Bourbon after the French royal House of Bourbon. Colonisation started in 1665, when the French East India Company sent the first settlers.[6]
|
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|
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"Île de la Réunion" was the name given to the island in 1793 by a decree of the Convention Nationale (the elected revolutionary constituent assembly) with the fall of the House of Bourbon in France, and the name commemorates the union of revolutionaries from Marseille with the National Guard in Paris, which took place on 10 August 1792. In 1801, the island was renamed "Île Bonaparte", after First Consul Napoleon Bonaparte.
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|
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During the Napoleonic Wars, the island was invaded by a Royal Navy squadron led by Commodore Josias Rowley in 1810, who used the old name of "Bourbon". When it was restored to France by the Congress of Vienna in 1815, the island retained the name of "Bourbon" until the fall of the restored Bourbons during the French Revolution of 1848, when the island was once again given the name "Île de la Réunion".[6]
|
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From the 17th to 19th centuries, French colonisation, supplemented by importing Africans, Chinese and Indians as workers, contributed to ethnic diversity in the population. From 1690, most of the non-Europeans were enslaved. The colony abolished slavery on 20 December 1848. Afterwards, many of the foreign workers came as indentured workers. The opening of the Suez Canal in 1869 reduced the importance of the island as a stopover on the East Indies trade route.[citation needed]
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During the Second World War, Réunion was under the authority of the Vichy regime until 30 November 1942, when Free French forces took over the island with the destroyer Léopard.[citation needed]
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|
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Réunion became a département d'outre-mer (overseas département) of France on 19 March 1946. INSEE assigned to Réunion the department code 974, and the region code 04 when regional councils were created in 1982 in France, including in existing overseas departments which also became overseas regions.
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|
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Over about two decades in the late 20th century (1963–1982), 1,630 children from Réunion were relocated to rural areas of metropolitan France, particularly to Creuse, ostensibly for education and work opportunities. That program was led by influential Gaullist politician Michel Debré, who was an MP for Réunion at the time. Many of these children were abused or disadvantaged by the families with whom they were placed. Known as the Children of Creuse, they and their fate came to light in 2002 when one of them, Jean-Jacques Martial, filed suit against the French state for kidnapping and deportation of a minor.[8] Other similar lawsuits were filed over the following years, but all were dismissed by French courts and finally by the European Court of Human Rights in 2011.[9]
|
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In 2005 and 2006, Réunion was hit by a crippling epidemic of chikungunya, a disease spread by mosquitoes. According to the BBC News, 255,000 people on Réunion had contracted the disease as of 26 April 2006.[10] The neighbouring islands of Mauritius and Madagascar also suffered epidemics of this disease during the same year.[11][12] A few cases also appeared in mainland France, carried by people travelling by airline. The French government of Dominique de Villepin sent an emergency aid package worth €36 million and deployed about 500 troops in an effort to eradicate mosquitoes on the island.[citation needed]
|
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Réunion sends seven deputies to the French National Assembly and three senators to the Senate.
|
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|
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+
Administratively, Réunion is divided into 24 communes (municipalities) grouped into four arrondissements. It is also subdivided into 49 cantons, meaningful only for electoral purposes at the departmental or regional level.[13] It is a French overseas department, hence a French overseas region. The low number of communes, compared with French metropolitan departments of similar size and population, is unique: most of its communes encompass several localities, sometimes separated by significant distances.
|
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|
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The communes voluntarily grouped themselves into five intercommunalities for cooperating in some domains, apart from the four arrondissements to which they belong for purposes of applying national laws and executive regulation. After some changes in the composition, name and status of intercommunalities, all of them operate with the status of agglomeration communities, and apply their own local taxation (in addition to national, regional, departmental, and municipal taxes) and have an autonomous budget decided by the assembly representing all member communes. This budget is also partly funded by the state, the region, the department, and the European Union for some development and investment programs. Every commune in Réunion is now a member of an intercommunality with its own taxation, to which member communes have delegated their authority in various areas.
|
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+
|
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+
Although diplomacy, military, and French government matters are handled by Paris, Réunion is a member of La Francophonie, the Indian Ocean Commission, the International Trade Union Confederation, the Universal Postal Union, the Port Management Association of Eastern and Southern Africa, and the World Federation of Trade Unions in its own right.
|
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|
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+
The island is 63 km (39 mi) long; 45 km (28 mi) wide; and covers 2,512 km2 (970 sq mi). It is above a hotspot in the Earth's crust. The Piton de la Fournaise, a shield volcano on the eastern end of Réunion Island, rises more than 2,631 m (8,632 ft) above sea level and is sometimes called a sister to Hawaiian volcanoes because of the similarity of climate and volcanic nature. It has erupted more than 100 times since 1640, and is under constant monitoring, most recently erupting on 2 April 2020.[14] During another eruption in April 2007, the lava flow was estimated at 3,000,000 m3 (3,900,000 cu yd) per day.[15] The hotspot that fuels Piton de la Fournaise also created the islands of Mauritius and Rodrigues.
|
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|
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The Piton des Neiges volcano, the highest point on the island at 3,070 m (10,070 ft) above sea level, is northwest of the Piton de la Fournaise. Collapsed calderas and canyons are south west of the mountain. While the Piton de la Fournaise is one of Earth's most active volcanoes, the Piton des Neiges is dormant. Its name is French for "peak of snows", but snowfall on the summit of the mountain is rare. The slopes of both volcanoes are heavily forested. Cultivated land and cities like the capital city of Saint-Denis are concentrated on the surrounding coastal lowlands. Offshore, part of the west coast is characterised by a coral reef system. Réunion also has three calderas: the Cirque de Salazie, the Cirque de Cilaos and the Cirque de Mafate. The last is accessible only on foot or by helicopter.
|
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|
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+
Plaine-des-Palmistes
|
44 |
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|
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+
Cirque de Mafate is a caldera formed from the collapse of the large shield volcano the Piton des Neiges.
|
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|
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+
Réunion from space (NASA image): The three cirques, forming a kind of three-leafed clover shape, are visible in the central north west of the image. Piton de la Fournaise is in the south east.
|
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|
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Lava flow emitted in 2005 by the Piton de la Fournaise
|
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|
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"Plage de l'Ermitage" beach
|
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|
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The climate in Réunion is tropical, but temperature moderates with elevation. The weather is cool and dry from May to November, but hot and rainy from November to April. Precipitation levels vary greatly within the island, with the east being much wetter than the west. More than 6 m of rain a year fall on some parts of the east and less than 1 m a year falls on the west coast.[16] Réunion holds the world records for the most rainfall in 12-, 24-, 72- and 96-hour periods.[17]
|
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|
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Réunion hosts many tropical and unique beaches. They are often equipped with barbecues, amenities, and parking spaces. Hermitage Beach is the most extensive and best-preserved lagoon in Réunion Island and a popular snorkelling location.[18] It is a white sand beach lined with casuarina trees under which the locals often organise picnics. La Plage des Brisants is a well-known surfing spot, with many athletic and leisurely activities taking place. Each November, a film festival is also organised in La Plage des Brisant's. Movies are projected on a large screen in front of a crowd. Beaches at Boucan Canot are surrounded by a stretch of restaurants that particularly cater to tourists. L'Étang-Salé on the west coast is a particularly unique beach as it is covered in black sand consisting of tiny fragments of basalt. This occurs when lava contacts water, it cools rapidly and shatters into the sand and fragmented debris of various size. Much of the debris is small enough to be considered sand. Grand Anse is a tropical white-sand beach lined with coconut trees in the south of Réunion, with a rock pool built for swimmers, a pétanque playground, and a picnic area. Le Vieux Port in Saint Philippe is a green-sand beach consisting of tiny olivine crystals, formed by the 2007 lava flow, making it one of the youngest beaches on Earth.[19]
|
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|
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Sunset at Grand Anse beach Reunion Island
|
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|
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Restaurants along Boucan Canot beach[20]
|
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|
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Manapany beach rock pool
|
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|
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L'Étang-Salé Beach - a black sand beach from volcanic basalt
|
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|
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L’Ermitage les Bains lagoon in front of Saint Paul, and its pass through the coral reef
|
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|
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Since 2010, Réunion is home to a UNESCO World Heritage Site that covers about 40% of the island's area and coincides with the central zone of the Réunion National Park.[21]
|
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|
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Réunion is home to a variety of birds such as the white-tailed tropicbird (French: paille en queue).[22] Its largest land animal is the panther chameleon, Furcifer pardalis. Much of the west coast is ringed by coral reef which harbours, among other animals, sea urchins, conger eels, and parrot fish. Sea turtles and dolphins also inhabit the coastal waters. Humpback whales migrate north to the island from the Antarctic waters annually during the Southern Hemisphere winter (June–September) to breed and feed, and can be routinely observed from the shores of Réunion during this season. At least 19 species formerly endemic to Réunion have become extinct following human colonisation. For example, the Réunion giant tortoise became extinct after being slaughtered in vast numbers by sailors and settlers of the island.
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Between 2010 and 2017, 23 shark attacks occurred in the waters of Réunion, of which nine were fatal.[23] In July 2013, the Prefect of Réunion Michel Lalande announced a ban on swimming, surfing, and bodyboarding off more than half of the coast. Lalande also said 45 bull sharks and 45 tiger sharks would be culled, in addition to the 20 already killed as part of scientific research into the illness ciguatera.[24]
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Migrations of humpback whales contributed to a boom of whale watching industries on Réunion, and watching rules have been governed by the OMAR (Observatoire Marin de la Réunion) and Globice (Groupe local d'observation et d'identification des cétacés).
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A panther chameleon
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A juvenile Emperor angelfish
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A Moorish idol
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A white-tailed Tropicbird
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A Hawksbill sea turtle
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A Humpback whale off St-Gilles
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The first members of the "Bourbon" group of garden roses originated on this island (then still Île Bourbon, hence the name) from a spontaneous hybridisation between Damask roses and Rosa chinensis,[25] which had been brought there by the colonists. The first Bourbon roses were discovered on the island in 1817.[26]
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Ethnic groups present include people of African, Indian, European, Malagasy and Chinese origin. Local names for these are Yabs, Cafres, Malbars and Chinois. All of the ethnic groups comprising the island are immigrant populations that have come to Réunion from Europe, Asia and Africa over the centuries. There are no indigenous people on the island, as it was originally deserted.[27] These populations have mixed from the earliest days of the island's colonial history (the first settlers married women from Madagascar and of Indo-Portuguese heritage), resulting in a majority population of mixed race and of "Creole" culture.
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How many people of each ethnicity live in Réunion is not known exactly, since the French census does not ask questions about ethnic origin,[28] which applies in Réunion because it is a part of the 1958 constitution, and also because of the extent of racial mixing on the island. According to estimates, Whites make up roughly one quarter of the population,[29] Malbars make up more than 25% of the population and people of Chinese ancestry form roughly 3%.[30] The percentages for mixed race people and those of Afro-Malagasy origins vary widely in estimates. Also, some people of Vietnamese ancestry live on the island, though they are very few in number.[31][32][33]
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Tamils are the largest group among the Indian community.[34] The island's community of Muslims from north western India, particularly Gujarat, and elsewhere is commonly referred to as zarabes.
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Creoles (a name given to those born on the island, regardless of ethnic origins) make up the majority of the population. Groups that are not Creole include people recently arrived from Metropolitan France (known as zoreilles) and those from Mayotte and the Comoros.
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The predominant religion is Christianity, notably Roman Catholicism, with a single (Latin Rite) jurisdiction, the Roman Catholic Diocese of Saint-Denis-de-La Réunion. Religious Intelligence estimates Christians to be 86.9% of the population, followed by Hindus (6.7%) and Muslims (3.2%).[33] Chinese folk religion and Buddhism are also represented, among others.
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Most large towns have a Hindu temple and a mosque.[35]
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Réunionese culture is a blend (métissage) of European, African, Indian, Chinese and insular traditions. The most widely spoken language, Réunion Creole, derives from French.
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French is the only official language of Réunion. Although not official, Réunion Creole is the native language of a large part of the population and is spoken alongside French. Creole is used informally and orally in some administration offices whereas the official language of any administration office as well as education is French.[36]
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Because of the diverse population, other languages are also spoken, including Comorian language varieties (especially Shimaore), Malagasy by recent immigrants from Mayotte and Madagascar, Mandarin, Hakka and Cantonese by members of the Chinese community, but fewer people speak these languages as younger generations start to converse in French and Réunion Creole. There are significant number of speakers of Indian languages, mostly Tamil, Gujarati and Urdu. Arabic is taught in mosques and spoken by a small community of Muslims. Cantonese, Arabic, Tamil is also taught as an optional language in some schools.[34]
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There are two music genres which originated in Réunion: sega, which originated earlier and is also traditional in Mauritius, Rodrigues and Seychelles and maloya, which originated in the 19th century and is only found in Réunion.
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Moringue is a popular combat/dance sport similar to capoeira.
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There are several famous Réunionese sportsmen and women like the handballer Jackson Richardson, as well as the karateka Lucie Ignace.
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Professional footballers include Dimitri Payet, Ludovic Ajorque, Florent Sinama Pongolle and Guillaume Hoarau. Laurent Robert and ex-Hibernian and Celtic player Didier Agathe have also featured in movies. Agathe appeared in A Shot at Glory, whilst Robert was in Goal!.
|
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Réunion has a number of contributions to worldwide professional surfing. It has been home to notable pro surfers including Jeremy Flores, Johanne Defay and Justine Mauvin. Famous break St Leu has been host to several world surfing championship competitions.
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Since 1992, Réunion has hosted a number of ultramarathons under the umbrella name of the Grand Raid. As of 2018, four different races compose the Grand Raid: the Diagonale des Fous, The Trail de Bourbon, the Mascareignes, and the Zembrocal Trail.[37]
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Réunion has a local public television channel, Réunion 1ère, which now forms part of France Télévision, and also receives France 2, France 3, France 4, France 5 and France 24 from metropolitan France, as well as France Ô, which shows programming from all of the overseas departments and territories. There are also two local private channels, Télé Kréol and Antenne Réunion.
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It has a local public radio station, formerly Radio Réunion, but now known as Réunion 1ère, like its television counterpart. It also receives the Radio France networks France Inter, France Musique and France Culture. The first private local radio station, Radio Freedom, was introduced in 1981. They broadcast daily content about weather and local services.
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|
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Two main newspapers:
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In 2017, the GDP of Réunion at market exchange rates, not at PPP, was estimated at 19.7 billion euros (US$22.3 bn) and the GDP per capita (also at market exchange rates) was 22,900 euros (US$25,900).[2] Economic growth has been at around +3.0% per year in real terms since 2014.[39]
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Sugar was traditionally the chief agricultural product and export. Tourism is now an important source of income.[40] The island's remote location combined with its stable political alignment with Europe makes it a key location for satellite receiving stations[41] and naval navigation.[42]
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GDP sector composition in 2013 (contribution of each sector to the total gross value added):[43]
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Unemployment is a major problem on Réunion, although the situation has improved markedly since the beginning of the 2000s: the unemployment rate, which stood above 30% from the early 1980s to the early 2000s, declined to 24.6% in 2007, then rebounded to 29.8% in 2011 due to the 2008 global financial crisis and subsequent Great Recession, but declined again after 2011, reaching 22.4% in 2016,[44] its lowest level in 40 years.[45] Since 2016, the unemployment rate has risen again, and reached 24.3% in 2018, nonetheless the fourth lowest yearly figure in 40 years.[44]
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In 2014, 40% of the population lived below the poverty line (defined by INSEE as 60% of Metropolitan France's median income; in 2014 the poverty line for a family of two parents and two young children was €2,064 (US$2,743) per month).[46]
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Rum distillation contributes to the island's economy. A "Product of France", it is shipped to Europe for bottling, then shipped to consumers around the world.
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In 2005–2006, Réunion experienced an epidemic of chikungunya, a viral disease similar to dengue fever brought in from East Africa, which infected almost a third of the population because of its transmission through mosquitoes. The epidemic has since been eradicated. See the History section for more details.
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Roland Garros Airport serves the island, handling flights to mainland France, India, Madagascar, Mauritius, Tanzania, Comoros, Seychelles, South Africa, China and Thailand. Pierrefonds Airport, a smaller airport, has some flights to Mauritius and Madagascar. In 2019 a light rail system was proposed to link Le Barachois with the airport.[47]
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Réunion (French: La Réunion [la ʁe.y.njɔ̃] (listen); previously Île Bourbon) is an overseas department and region of the French Republic and an island in the Indian Ocean, east of Madagascar and 175 km (109 mi) southwest of Mauritius. As of January 2020[update], it had a population of 859,959.[1]
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As in France, the official language is French. In addition, the majority of the region's population speaks Réunion Creole.
|
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Administratively, Réunion is one of the overseas departments of France. Like the other four overseas departments, it is also one of the 18 regions of France, with the modified status of overseas region, and an integral part of the republic with the same status as Metropolitan France. Réunion is an outermost region of the European Union and, as an overseas department of France, part of the eurozone.[3]
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The island has been inhabited since the 16th century, when people from France and Madagascar settled there. Slavery was abolished on 20 December 1848 (a date celebrated yearly on the island), when the French Second Republic abolished slavery in the French colonies. Indentured workers continued to be brought to Réunion from South India, among other places, however. The island became an overseas department of France in 1946.
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Not much is known of Réunion's history prior to the arrival of the Portuguese in the early 16th century.[4] Arab traders were familiar with it by the name Dina Morgabin, "Western Island".[5] The island is possibly featured on a map from 1153 AD by Al Sharif el-Edrisi.[citation needed] The island might also have been visited by Swahili or Austronesian (Ancient Indonesian–Malaysian) sailors on their journey to the west from the Malay Archipelago to Madagascar.[4]
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|
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The first European discovery of the area was made around 1507 by Portuguese explorer Diogo Fernandes Pereira, but the specifics are unclear. The uninhabited island might have been first sighted by the expedition led by Dom Pedro Mascarenhas, who gave his name to the island group around Réunion, the Mascarenes.[6] Réunion itself was dubbed Santa Apolónia after a favourite saint,[5] which suggests that the date of the Portuguese discovery could have been 9 February, her saint day. Diogo Lopes de Sequeira is said to have landed on the islands of Réunion and Rodrigues in 1509.[citation needed]
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By the early 1600s, nominal Portuguese rule had left Santa Apolónia virtually untouched.[6] The island was then occupied by France and administered from Port Louis, Mauritius. Although the first French claims date from 1638, when François Cauche and Salomon Goubert visited in June 1638,[7] the island was officially claimed by Jacques Pronis of France in 1642, when he deported a dozen French mutineers to the island from Madagascar. The convicts were returned to France several years later, and in 1649, the island was named Île Bourbon after the French royal House of Bourbon. Colonisation started in 1665, when the French East India Company sent the first settlers.[6]
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"Île de la Réunion" was the name given to the island in 1793 by a decree of the Convention Nationale (the elected revolutionary constituent assembly) with the fall of the House of Bourbon in France, and the name commemorates the union of revolutionaries from Marseille with the National Guard in Paris, which took place on 10 August 1792. In 1801, the island was renamed "Île Bonaparte", after First Consul Napoleon Bonaparte.
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During the Napoleonic Wars, the island was invaded by a Royal Navy squadron led by Commodore Josias Rowley in 1810, who used the old name of "Bourbon". When it was restored to France by the Congress of Vienna in 1815, the island retained the name of "Bourbon" until the fall of the restored Bourbons during the French Revolution of 1848, when the island was once again given the name "Île de la Réunion".[6]
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From the 17th to 19th centuries, French colonisation, supplemented by importing Africans, Chinese and Indians as workers, contributed to ethnic diversity in the population. From 1690, most of the non-Europeans were enslaved. The colony abolished slavery on 20 December 1848. Afterwards, many of the foreign workers came as indentured workers. The opening of the Suez Canal in 1869 reduced the importance of the island as a stopover on the East Indies trade route.[citation needed]
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During the Second World War, Réunion was under the authority of the Vichy regime until 30 November 1942, when Free French forces took over the island with the destroyer Léopard.[citation needed]
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Réunion became a département d'outre-mer (overseas département) of France on 19 March 1946. INSEE assigned to Réunion the department code 974, and the region code 04 when regional councils were created in 1982 in France, including in existing overseas departments which also became overseas regions.
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|
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Over about two decades in the late 20th century (1963–1982), 1,630 children from Réunion were relocated to rural areas of metropolitan France, particularly to Creuse, ostensibly for education and work opportunities. That program was led by influential Gaullist politician Michel Debré, who was an MP for Réunion at the time. Many of these children were abused or disadvantaged by the families with whom they were placed. Known as the Children of Creuse, they and their fate came to light in 2002 when one of them, Jean-Jacques Martial, filed suit against the French state for kidnapping and deportation of a minor.[8] Other similar lawsuits were filed over the following years, but all were dismissed by French courts and finally by the European Court of Human Rights in 2011.[9]
|
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|
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+
In 2005 and 2006, Réunion was hit by a crippling epidemic of chikungunya, a disease spread by mosquitoes. According to the BBC News, 255,000 people on Réunion had contracted the disease as of 26 April 2006.[10] The neighbouring islands of Mauritius and Madagascar also suffered epidemics of this disease during the same year.[11][12] A few cases also appeared in mainland France, carried by people travelling by airline. The French government of Dominique de Villepin sent an emergency aid package worth €36 million and deployed about 500 troops in an effort to eradicate mosquitoes on the island.[citation needed]
|
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|
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Réunion sends seven deputies to the French National Assembly and three senators to the Senate.
|
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|
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+
Administratively, Réunion is divided into 24 communes (municipalities) grouped into four arrondissements. It is also subdivided into 49 cantons, meaningful only for electoral purposes at the departmental or regional level.[13] It is a French overseas department, hence a French overseas region. The low number of communes, compared with French metropolitan departments of similar size and population, is unique: most of its communes encompass several localities, sometimes separated by significant distances.
|
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The communes voluntarily grouped themselves into five intercommunalities for cooperating in some domains, apart from the four arrondissements to which they belong for purposes of applying national laws and executive regulation. After some changes in the composition, name and status of intercommunalities, all of them operate with the status of agglomeration communities, and apply their own local taxation (in addition to national, regional, departmental, and municipal taxes) and have an autonomous budget decided by the assembly representing all member communes. This budget is also partly funded by the state, the region, the department, and the European Union for some development and investment programs. Every commune in Réunion is now a member of an intercommunality with its own taxation, to which member communes have delegated their authority in various areas.
|
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|
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+
Although diplomacy, military, and French government matters are handled by Paris, Réunion is a member of La Francophonie, the Indian Ocean Commission, the International Trade Union Confederation, the Universal Postal Union, the Port Management Association of Eastern and Southern Africa, and the World Federation of Trade Unions in its own right.
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+
The island is 63 km (39 mi) long; 45 km (28 mi) wide; and covers 2,512 km2 (970 sq mi). It is above a hotspot in the Earth's crust. The Piton de la Fournaise, a shield volcano on the eastern end of Réunion Island, rises more than 2,631 m (8,632 ft) above sea level and is sometimes called a sister to Hawaiian volcanoes because of the similarity of climate and volcanic nature. It has erupted more than 100 times since 1640, and is under constant monitoring, most recently erupting on 2 April 2020.[14] During another eruption in April 2007, the lava flow was estimated at 3,000,000 m3 (3,900,000 cu yd) per day.[15] The hotspot that fuels Piton de la Fournaise also created the islands of Mauritius and Rodrigues.
|
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|
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+
The Piton des Neiges volcano, the highest point on the island at 3,070 m (10,070 ft) above sea level, is northwest of the Piton de la Fournaise. Collapsed calderas and canyons are south west of the mountain. While the Piton de la Fournaise is one of Earth's most active volcanoes, the Piton des Neiges is dormant. Its name is French for "peak of snows", but snowfall on the summit of the mountain is rare. The slopes of both volcanoes are heavily forested. Cultivated land and cities like the capital city of Saint-Denis are concentrated on the surrounding coastal lowlands. Offshore, part of the west coast is characterised by a coral reef system. Réunion also has three calderas: the Cirque de Salazie, the Cirque de Cilaos and the Cirque de Mafate. The last is accessible only on foot or by helicopter.
|
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|
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+
Plaine-des-Palmistes
|
44 |
+
|
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+
Cirque de Mafate is a caldera formed from the collapse of the large shield volcano the Piton des Neiges.
|
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|
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Réunion from space (NASA image): The three cirques, forming a kind of three-leafed clover shape, are visible in the central north west of the image. Piton de la Fournaise is in the south east.
|
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|
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Lava flow emitted in 2005 by the Piton de la Fournaise
|
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"Plage de l'Ermitage" beach
|
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|
53 |
+
The climate in Réunion is tropical, but temperature moderates with elevation. The weather is cool and dry from May to November, but hot and rainy from November to April. Precipitation levels vary greatly within the island, with the east being much wetter than the west. More than 6 m of rain a year fall on some parts of the east and less than 1 m a year falls on the west coast.[16] Réunion holds the world records for the most rainfall in 12-, 24-, 72- and 96-hour periods.[17]
|
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|
55 |
+
Réunion hosts many tropical and unique beaches. They are often equipped with barbecues, amenities, and parking spaces. Hermitage Beach is the most extensive and best-preserved lagoon in Réunion Island and a popular snorkelling location.[18] It is a white sand beach lined with casuarina trees under which the locals often organise picnics. La Plage des Brisants is a well-known surfing spot, with many athletic and leisurely activities taking place. Each November, a film festival is also organised in La Plage des Brisant's. Movies are projected on a large screen in front of a crowd. Beaches at Boucan Canot are surrounded by a stretch of restaurants that particularly cater to tourists. L'Étang-Salé on the west coast is a particularly unique beach as it is covered in black sand consisting of tiny fragments of basalt. This occurs when lava contacts water, it cools rapidly and shatters into the sand and fragmented debris of various size. Much of the debris is small enough to be considered sand. Grand Anse is a tropical white-sand beach lined with coconut trees in the south of Réunion, with a rock pool built for swimmers, a pétanque playground, and a picnic area. Le Vieux Port in Saint Philippe is a green-sand beach consisting of tiny olivine crystals, formed by the 2007 lava flow, making it one of the youngest beaches on Earth.[19]
|
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|
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Sunset at Grand Anse beach Reunion Island
|
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|
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Restaurants along Boucan Canot beach[20]
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Manapany beach rock pool
|
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|
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L'Étang-Salé Beach - a black sand beach from volcanic basalt
|
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|
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L’Ermitage les Bains lagoon in front of Saint Paul, and its pass through the coral reef
|
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|
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Since 2010, Réunion is home to a UNESCO World Heritage Site that covers about 40% of the island's area and coincides with the central zone of the Réunion National Park.[21]
|
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|
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Réunion is home to a variety of birds such as the white-tailed tropicbird (French: paille en queue).[22] Its largest land animal is the panther chameleon, Furcifer pardalis. Much of the west coast is ringed by coral reef which harbours, among other animals, sea urchins, conger eels, and parrot fish. Sea turtles and dolphins also inhabit the coastal waters. Humpback whales migrate north to the island from the Antarctic waters annually during the Southern Hemisphere winter (June–September) to breed and feed, and can be routinely observed from the shores of Réunion during this season. At least 19 species formerly endemic to Réunion have become extinct following human colonisation. For example, the Réunion giant tortoise became extinct after being slaughtered in vast numbers by sailors and settlers of the island.
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Between 2010 and 2017, 23 shark attacks occurred in the waters of Réunion, of which nine were fatal.[23] In July 2013, the Prefect of Réunion Michel Lalande announced a ban on swimming, surfing, and bodyboarding off more than half of the coast. Lalande also said 45 bull sharks and 45 tiger sharks would be culled, in addition to the 20 already killed as part of scientific research into the illness ciguatera.[24]
|
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Migrations of humpback whales contributed to a boom of whale watching industries on Réunion, and watching rules have been governed by the OMAR (Observatoire Marin de la Réunion) and Globice (Groupe local d'observation et d'identification des cétacés).
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A panther chameleon
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A juvenile Emperor angelfish
|
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A Moorish idol
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A white-tailed Tropicbird
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A Hawksbill sea turtle
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A Humpback whale off St-Gilles
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The first members of the "Bourbon" group of garden roses originated on this island (then still Île Bourbon, hence the name) from a spontaneous hybridisation between Damask roses and Rosa chinensis,[25] which had been brought there by the colonists. The first Bourbon roses were discovered on the island in 1817.[26]
|
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Ethnic groups present include people of African, Indian, European, Malagasy and Chinese origin. Local names for these are Yabs, Cafres, Malbars and Chinois. All of the ethnic groups comprising the island are immigrant populations that have come to Réunion from Europe, Asia and Africa over the centuries. There are no indigenous people on the island, as it was originally deserted.[27] These populations have mixed from the earliest days of the island's colonial history (the first settlers married women from Madagascar and of Indo-Portuguese heritage), resulting in a majority population of mixed race and of "Creole" culture.
|
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How many people of each ethnicity live in Réunion is not known exactly, since the French census does not ask questions about ethnic origin,[28] which applies in Réunion because it is a part of the 1958 constitution, and also because of the extent of racial mixing on the island. According to estimates, Whites make up roughly one quarter of the population,[29] Malbars make up more than 25% of the population and people of Chinese ancestry form roughly 3%.[30] The percentages for mixed race people and those of Afro-Malagasy origins vary widely in estimates. Also, some people of Vietnamese ancestry live on the island, though they are very few in number.[31][32][33]
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Tamils are the largest group among the Indian community.[34] The island's community of Muslims from north western India, particularly Gujarat, and elsewhere is commonly referred to as zarabes.
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Creoles (a name given to those born on the island, regardless of ethnic origins) make up the majority of the population. Groups that are not Creole include people recently arrived from Metropolitan France (known as zoreilles) and those from Mayotte and the Comoros.
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The predominant religion is Christianity, notably Roman Catholicism, with a single (Latin Rite) jurisdiction, the Roman Catholic Diocese of Saint-Denis-de-La Réunion. Religious Intelligence estimates Christians to be 86.9% of the population, followed by Hindus (6.7%) and Muslims (3.2%).[33] Chinese folk religion and Buddhism are also represented, among others.
|
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Most large towns have a Hindu temple and a mosque.[35]
|
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Réunionese culture is a blend (métissage) of European, African, Indian, Chinese and insular traditions. The most widely spoken language, Réunion Creole, derives from French.
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French is the only official language of Réunion. Although not official, Réunion Creole is the native language of a large part of the population and is spoken alongside French. Creole is used informally and orally in some administration offices whereas the official language of any administration office as well as education is French.[36]
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Because of the diverse population, other languages are also spoken, including Comorian language varieties (especially Shimaore), Malagasy by recent immigrants from Mayotte and Madagascar, Mandarin, Hakka and Cantonese by members of the Chinese community, but fewer people speak these languages as younger generations start to converse in French and Réunion Creole. There are significant number of speakers of Indian languages, mostly Tamil, Gujarati and Urdu. Arabic is taught in mosques and spoken by a small community of Muslims. Cantonese, Arabic, Tamil is also taught as an optional language in some schools.[34]
|
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There are two music genres which originated in Réunion: sega, which originated earlier and is also traditional in Mauritius, Rodrigues and Seychelles and maloya, which originated in the 19th century and is only found in Réunion.
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Moringue is a popular combat/dance sport similar to capoeira.
|
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There are several famous Réunionese sportsmen and women like the handballer Jackson Richardson, as well as the karateka Lucie Ignace.
|
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Professional footballers include Dimitri Payet, Ludovic Ajorque, Florent Sinama Pongolle and Guillaume Hoarau. Laurent Robert and ex-Hibernian and Celtic player Didier Agathe have also featured in movies. Agathe appeared in A Shot at Glory, whilst Robert was in Goal!.
|
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|
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Réunion has a number of contributions to worldwide professional surfing. It has been home to notable pro surfers including Jeremy Flores, Johanne Defay and Justine Mauvin. Famous break St Leu has been host to several world surfing championship competitions.
|
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Since 1992, Réunion has hosted a number of ultramarathons under the umbrella name of the Grand Raid. As of 2018, four different races compose the Grand Raid: the Diagonale des Fous, The Trail de Bourbon, the Mascareignes, and the Zembrocal Trail.[37]
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|
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Réunion has a local public television channel, Réunion 1ère, which now forms part of France Télévision, and also receives France 2, France 3, France 4, France 5 and France 24 from metropolitan France, as well as France Ô, which shows programming from all of the overseas departments and territories. There are also two local private channels, Télé Kréol and Antenne Réunion.
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It has a local public radio station, formerly Radio Réunion, but now known as Réunion 1ère, like its television counterpart. It also receives the Radio France networks France Inter, France Musique and France Culture. The first private local radio station, Radio Freedom, was introduced in 1981. They broadcast daily content about weather and local services.
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|
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Two main newspapers:
|
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|
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In 2017, the GDP of Réunion at market exchange rates, not at PPP, was estimated at 19.7 billion euros (US$22.3 bn) and the GDP per capita (also at market exchange rates) was 22,900 euros (US$25,900).[2] Economic growth has been at around +3.0% per year in real terms since 2014.[39]
|
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Sugar was traditionally the chief agricultural product and export. Tourism is now an important source of income.[40] The island's remote location combined with its stable political alignment with Europe makes it a key location for satellite receiving stations[41] and naval navigation.[42]
|
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|
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GDP sector composition in 2013 (contribution of each sector to the total gross value added):[43]
|
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|
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Unemployment is a major problem on Réunion, although the situation has improved markedly since the beginning of the 2000s: the unemployment rate, which stood above 30% from the early 1980s to the early 2000s, declined to 24.6% in 2007, then rebounded to 29.8% in 2011 due to the 2008 global financial crisis and subsequent Great Recession, but declined again after 2011, reaching 22.4% in 2016,[44] its lowest level in 40 years.[45] Since 2016, the unemployment rate has risen again, and reached 24.3% in 2018, nonetheless the fourth lowest yearly figure in 40 years.[44]
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|
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In 2014, 40% of the population lived below the poverty line (defined by INSEE as 60% of Metropolitan France's median income; in 2014 the poverty line for a family of two parents and two young children was €2,064 (US$2,743) per month).[46]
|
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Rum distillation contributes to the island's economy. A "Product of France", it is shipped to Europe for bottling, then shipped to consumers around the world.
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In 2005–2006, Réunion experienced an epidemic of chikungunya, a viral disease similar to dengue fever brought in from East Africa, which infected almost a third of the population because of its transmission through mosquitoes. The epidemic has since been eradicated. See the History section for more details.
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Roland Garros Airport serves the island, handling flights to mainland France, India, Madagascar, Mauritius, Tanzania, Comoros, Seychelles, South Africa, China and Thailand. Pierrefonds Airport, a smaller airport, has some flights to Mauritius and Madagascar. In 2019 a light rail system was proposed to link Le Barachois with the airport.[47]
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Prince Edward Island (PEI) is a province of Canada and one of the three Maritime provinces. It is the smallest province of Canada in both land area and population, but the most densely populated. Part of the traditional lands of the Mi'kmaq, it became a British colony in the 1700s and was federated into Canada as a province in 1873. Its capital is Charlottetown. According to Statistics Canada, the province of PEI has 158,158 residents.[5]
|
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The backbone of the island economy is farming; it produces 25% of Canada's potatoes. Other important industries include the fisheries, tourism, aerospace, bio-science, IT, and renewable energy.[6]
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The island has several informal names: "Garden of the Gulf", referring to the pastoral scenery and lush agricultural lands throughout the province; and "Birthplace of Confederation" or "Cradle of Confederation",[7] referring to the Charlottetown Conference in 1864, although PEI did not join Confederation until 1873, when it became the seventh Canadian province. Historically, PEI is one of Canada's older settlements and demographically still reflects older immigration to the country, with Scottish, Irish, English and French surnames being dominant.
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PEI is located about 200 kilometres (120 miles) north of Halifax, Nova Scotia, and 600 kilometres (370 miles) east of Quebec City and has a land area of 5,686.03 km2 (2,195.39 sq mi).[1] The main island is 5,620 km2 (2,170 sq mi) in size.[8] It is the 104th-largest island in the world and Canada's 23rd-largest island.
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In 1798, the British named the island colony for Prince Edward, Duke of Kent and Strathearn (1767–1820), the fourth son of King George III and the father of Queen Victoria. Prince Edward has been called "Father of the Canadian Crown".[9] The following island landmarks are also named after the Duke of Kent:
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In French, the island is today called Île-du-Prince-Édouard, but its former French name, as part of Acadia, was Île Saint-Jean (St. John's Island). The island is known in Scottish Gaelic as Eilean a' Phrionnsa (lit. "the Island of the Prince", the local form of the longer 'Eilean a' Phrionnsa Iomhair/Eideard') or Eilean Eòin for some Gaelic speakers in Nova Scotia though not on PEI (lit. "John's Island" in reference to the island's former name). The island is known in the Mi'kmaq language as Abegweit or Epekwitk roughly translated as "land cradled in the waves".
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Prince Edward Island is located in the Gulf of St. Lawrence, west of Cape Breton Island, north of the Nova Scotia peninsula, and east of New Brunswick. Its southern shore bounds the Northumberland Strait. The island has two urban areas. The larger surrounds Charlottetown Harbour, situated centrally on the island's southern shore, and consists of the capital city Charlottetown, and suburban towns Cornwall and Stratford and a developing urban fringe. A much smaller urban area surrounds Summerside Harbour, situated on the southern shore 40 km (25 mi) west of Charlottetown Harbour, and consists primarily of the city of Summerside. As with all natural harbours on the island, Charlottetown and Summerside harbours are created by rias.
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The island's landscape is pastoral. Rolling hills, woods, reddish white sand beaches, ocean coves and the famous red soil have given Prince Edward Island a reputation as a province of outstanding natural beauty. The provincial government has enacted laws to preserve the landscape through regulation, although there is a lack of consistent enforcement, and an absence of province-wide zoning and land-use planning.[citation needed] Under the Planning Act of the province, municipalities have the option to assume responsibility for land-use planning through the development and adoption of official plans and land use bylaws. Thirty-one municipalities have taken responsibility for planning. In areas where municipalities have not assumed responsibility for planning, the Province remains responsible for development control.
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The island's lush landscape has a strong bearing on its economy and culture. The author Lucy Maud Montgomery drew inspiration from the land during the late Victorian Era for the setting of her classic novel Anne of Green Gables (1908). Today, many of the same qualities that Montgomery and others found in the island are enjoyed by tourists who visit year-round. They enjoy a variety of leisure activities, including beaches, various golf courses, eco-tourism adventures, touring the countryside, and enjoying cultural events in local communities around the island.
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The smaller, rural communities as well as the towns and villages throughout the province retain a slower-pace. Prince Edward Island has become popular as a tourist destination for relaxation. The economy of most rural communities on the island is based on small-scale agriculture. Industrial farming has increased as businesses buy and consolidate older farm properties.
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The coastline has a combination of long beaches, dunes, red sandstone cliffs, salt water marshes, and numerous bays and harbours. The beaches, dunes and sandstone cliffs consist of sedimentary rock and other material with a high iron concentration, which oxidises upon exposure to the air. The geological properties of a white silica sand found at Basin Head are unique in the province; the sand grains cause a scrubbing noise as they rub against each other when walked on, and have been called the "singing sands".
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Large dune fields on the north shore can be found on barrier islands at the entrances to various bays and harbours. The magnificent sand dunes at Greenwich are of particular significance. The shifting, parabolic dune system is home to a variety of birds and rare plants; it is also a site of significant archeological interest.
|
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Despite Prince Edward Island's small size and reputation as a largely rural province, it is the most densely populated province in Canada.
|
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The climate of the island is considered to be moderate and strongly influenced by the surrounding seas.[10][11] As such, it is milder than inland locations owing to the warm waters from the Gulf of St. Lawrence.[12] The climate is characterized by changeable weather throughout the year; it has some of the most variable day-to-day weather in Canada, in which specific weather conditions seldom last for long.[11]
|
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During July and August, the average daytime high in PEI is 23 °C (73 °F); however, the temperature can sometimes exceed 30 °C (86 °F) during these months. In the winter months of January and February, the average daytime high is −3.3 °C (26 °F). The Island receives an average yearly rainfall of 855 millimetres (33.7 in) and an average yearly snowfall of 285 centimetres (112 in).
|
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Winters are moderately cold and long but are milder than inland locations, with clashes of cold Arctic air and milder Atlantic air causing frequent temperature swings.[11] The climate is considered to be more humid continental climate than oceanic since the Gulf of St. Lawrence freezes over, thus eliminating any moderation.[11] The mean temperature is −7 °C (19 °F) in January.[12] During the winter months, the island usually has many storms (which may produce rain as well as snow) and blizzards since during this time, storms originating from the North Atlantic or the Gulf of Mexico frequently pass through.[11] Springtime temperatures typically remain cool until the sea ice has melted, usually in late April or early May.
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Summers are moderately warm, but rarely uncomfortable, with the daily maximum temperature only occasionally reaching as high as 30 °C (86 °F). Autumn is a pleasant season, as the moderating Gulf waters delay the onset of frost, although storm activity increases compared to the summer. There is ample precipitation throughout the year, although it is heaviest in the late autumn, early winter and mid spring.
|
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|
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The following climate chart depicts the average conditions of Charlottetown, as an example of the small province's climate.
|
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Between 250 and 300 million years ago, freshwater streams flowing from ancient mountains brought silt, sand and gravel into what is now the Gulf of St. Lawrence. These sediments accumulated to form a sedimentary basin, and make up the island's bedrock. When the Pleistocene glaciers receded about 15,000 years ago, glacial debris such as till were left behind to cover most of the area that would become the island. This area was connected to the mainland by a strip of land, but when ocean levels rose as the glaciers melted, this land strip was flooded, forming the island. As the land rebounded from the weight of the ice, the island rose up to elevate it farther from the surrounding water.[10][18][19]
|
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Most of the bedrock in Prince Edward Island is composed of red sandstone, part of the Permianage Pictou Group.[20]
|
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|
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+
Although commercial deposits of minerals have not been found, exploration in the 1940s for natural gas beneath the northeastern end of the province resulted in the discovery of an undisclosed quantity of gas. The Island was reported by government to have only 0.08 tcf of "technically recoverable" natural gas. Twenty exploration wells for hydrocarbon resources have been drilled on Prince Edward Island and offshore. The first reported well was Hillsborough No.#1, drilled in Charlottetown Harbour in 1944 (the world's first offshore well), and the most recent was New Harmony No.#1 in 2007. Since the resurgence of exploration in the mid-1990s, all wells that have shown promising gas deposits have been stimulated through hydraulic fracture or “fracking”. All oil and natural gas exploration and exploitation activities on the Island are governed by the Oil and Natural Gas Act R.S.P.E.I. 1988, Cap. 0-5 and its associated regulations and orders.[21]
|
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The Province of Prince Edward Island is completely dependent on groundwater for its source of drinking water, with approximately 305 high capacity wells in use as of December 2018.[22] As groundwater flows through an aquifer, it is naturally filtered. The water for the city of Charlottetown is extracted from thirteen wells in three wellfields and distributed to customers. The water removed is replenished by precipitation.[23]
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|
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Infrastructure in Charlottetown that was installed in 1888 is still in existence. With the age of the system in the older part of Charlottetown, concern has been raised regarding lead pipes. The Utility has been working with its residents on a lead-replacement program. A plebiscite in 1967 was held in Charlottetown over fluoridation, and residents voted in favour. Under provincial legislation, the Utility is required to report to its residents on an annual basis. It is also required to do regular sampling of the water and an overview is included in each annual report.[23] The Winter River watershed provides about 92 per cent of the 18-million-litre water supply for the city of Charlottetown,[24] which had difficulty in each of 2011, 2012 and 2013 with its supply,[24][25][26] until water meters were installed.[25]
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Government tabled a discussion paper on the proposed Water Act for the province on July 8, 2015. The use of groundwater came under scrutiny as the potato industry, which accounts for $1 billion every year and 50% of farm receipts,[27] has pressed the government to lift a moratorium on high-capacity water wells for irrigation. The release of the discussion paper was to set off a consultation process in the autumn of 2015.[28]
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Detailed information about the quality of drinking water in PEI communities and watersheds can be found on the provincial government's official website. It provides a summary of the ongoing testing of drinking water done by the Prince Edward Island Analytical Laboratories. Average drinking-water quality results are available, and information on the following parameters are provided: alkalinity; cadmium; calcium; chloride; chromium; iron; magnesium; manganese; nickel; nitrate; pH; phosphorus; potassium; sodium; and sulfate, as well as the presence of pesticides.[29] Water-testing services are provided for a variety of clients through the PEI Analytical Laboratories which assesses according to the recommendations of the Guidelines for Canadian Drinking Water Quality published by Health Canada.[30]
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Prince Edward Island used to have native moose, bear, caribou, wolf, and other larger species. Due to hunting and habitat disruption these species are no longer found on the island. Some species common to P.E.I. are red foxes, coyote,[31] blue jays, and robins. Skunks and raccoons are common non-native species. Species at risk in P.E.I. include piping plovers, american eel, bobolinks, little brown bat, and beach pinweed.[32]
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Some species are unique to the province. In 2008, a new ascomycete species, Jahnula apiospora (Jahnulales, Dothideomycetes), was collected from submerged wood in a freshwater creek on Prince Edward Island.[33] North Atlantic right whales, one of the rarest whale species, were once thought to be rare visitors into St. Lawrence regions until 1994, have been showing dramatic increases (annual concentrations were discovered off Percé in 1995 and gradual increases across the regions since in 1998),[34] and since in 2014, notable numbers of whales have been recorded around Cape Breton to Prince Edward Island as 35 to 40 whales were seen in these areas in 2015.[35]
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Since before the influx of Europeans, the Mi'kmaq First Nations have inhabited Prince Edward Island as part of the region of Mi'kma'ki. They named the Island Epekwitk, meaning 'cradled on the waves'; Europeans represented the pronunciation as Abegweit.[36] Another name is Minegoo.[37] The Mi'kmaq's legend is that the island was formed by the Great Spirit placing on the Blue Waters some dark red crescent-shaped clay.[37] There are two Mi'kmaq First Nation communities on Epekwitk today.[38]
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In 1534, Jacques Cartier was the first European to see the island.[36] In 1604, the Kingdom of France laid claim to the lands of the Maritimes, including Prince Edward Island, establishing the French colony of Acadia. The island was named Île Saint-Jean by the French. The Mi'kmaq never recognized the claim but welcomed the French as trading partners and allies.
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During the 18th century, the French were engaged in a series of conflicts with the Kingdom of Great Britain and its colonies. Several battles between the two belligerents occurred on Prince Edward Island during this period. Following the British capture Louisbourg during the War of the Austrian Succession, New Englanders launched an attack on Île Saint-Jean (Prince Edward Island); with a British detachment landed at Port-la-Joye. The island's capital had a garrison of 20 French soldiers under the command of Joseph du Pont Duvivier.[39] The troops fled the settlement, and the New Englanders burned the settlement to the ground. Duvivier and the twenty men retreated up the Northeast River (Hillsborough River), pursued by the New Englanders until the French troops were reinforced with the arrival of the Acadian militia and the Mi'kmaq.[40] The French troops and their allies were able to drive the New Englanders to their boats. Nine New Englanders were killed, wounded or made prisoner. The New Englanders took six Acadian hostages, who would be executed if the Acadians or Mi'kmaq rebelled against New England control.[40] The New England troops left for Louisbourg. Duvivier and his 20 troops left for Quebec. After the fall of Louisbourg, the resident French population of Île Royale were deported to France, with the remaining Acadians of Île Saint-Jean lived under the threat of deportation for the remainder of the war.[41]
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New Englanders had a force of 200 soldiers stationed at Port-La-Joye, as well as two warships boarding supplies for its journey of Louisbourg. To regain Acadia, Ramezay was sent from Quebec to the region to join forces with the Duc d'Anville expedition. Upon arriving at Chignecto, he sent Boishebert to Île Saint-Jean to ascertain the size of the New England force.[42] After Boishebert returned, Ramezay sent Joseph-Michel Legardeur de Croisille et de Montesson along with over 500 men, 200 of whom were Mi'kmaq, to Port-La-Joye.[43] In July 1746, the battle happened near York River.[44] Montesson and his troops killed forty New Englanders and captured the rest. Montesson was commended for having distinguished himself in his first independent command.[45] Hostilities between the British and French was ended in 1748 with the Treaty of Aix-la-Chapelle in 1748.
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Roughly one thousand Acadians lived on the island prior to the Acadian Exodus from Nova Scotia. The population grew to nearly 5,000 the late 1740s and early 1750s, as Acadians from Nova Scotia fled to the island during the Acadian Exodus, and the subsequent British-ordered expulsions beginning in 1755.[46][47]
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Hostilities between British and French colonial forces resumed in 1754, although formal declarations of war were not issued until 1756. After French forces were defeated at the siege of Louisbourg, the British performed a military campaign on Ile Saint-Jean to secure the island. The campaign was led by Colonel Andrew Rollo under orders from General Jeffery Amherst. The following campaigns saw the deportation of the most Acadians from the island. Many Acadians died in the expulsion en route to France; on December 13, 1758, the transport ship Duke William sank and 364 died. A day earlier the Violet sank and 280 died; several days later Ruby sank with 213 on board.[48] The French formally ceded the island, and most of New France to the British in the Treaty of Paris of 1763.
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Initially named St. John's Island by the British, the island was administered as part of the colony of Nova Scotia, until it was split into a separate colony in 1769. In the mid-1760s, a survey team divided the Island into 67 lots. On July 1, 1767, these properties were allocated to supporters of King George III by means of a lottery. Ownership of the land remained in the hands of landlords in England, angering Island settlers who were unable to gain title to land on which they worked and lived. Significant rent charges (to absentee landlords) created further anger. The land had been given to the absentee landlords with a number of conditions attached regarding upkeep and settlement terms; many of these conditions were not satisfied. Islanders spent decades trying to convince the Crown to confiscate the lots, however the descendants of the original owners were generally well connected to the British government and refused to give up the land.
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After becoming a separate colony from Nova Scotia, Walter Patterson was appointed the first British governor of St. John's Island in 1769. Assuming the office in 1770, he had a controversial career during which land title disputes and factional conflict slowed the initial attempts to populate and develop the island under a feudal system. In an attempt to attract settlers from Ireland, in one of his first acts (1770) Patterson led the island's colonial assembly to rename the island "New Ireland", but the British Government promptly vetoed this as it exceeded the authority vested in the colonial government; only the Privy Council in London could change the name of a colony.[49]
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During the American Revolutionary War Charlottetown was raided in 1775 by a pair of American-employed privateers.[50] Two armed schooners, Franklin and Hancock, from Beverly, Massachusetts, made prisoner of the attorney-general at Charlottetown, on advice given them by some Pictou residents after they had taken eight fishing vessels in the Gut of Canso.[51]
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During and after the American Revolutionary War, from 1776 to 1783, the colony's efforts to attract exiled Loyalist refugees from the rebellious American colonies met with some success. Walter Patterson's brother, John Patterson, one of the original grantees of land on the island, was a temporarily exiled Loyalist and led efforts to persuade others to come. Governor Patterson dismissal in 1787, and his recall to London in 1789 dampened his brother's efforts, leading John to focus on his interests in the United States. Edmund Fanning, also a Loyalist exiled by the Revolution, took over as the second governor, serving until 1804. His tenure was more successful than Patterson's.[citation needed] A large influx of Scottish Highlanders in the late 1700s also resulted in St. John's Island having the highest proportion of Scottish immigrants in Canada. This led to a higher proportion of Scottish Gaelic speakers and thriving culture surviving on the island than in Scotland itself, as the settlers could more easily avoid English influence overseas.
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On 29 November 1798, during Fanning's administration, the British government granted approval to change the colony's name from St. John's Island to Prince Edward Island to distinguish it from areas with similar names in what is now Atlantic Canada, such as the cities of Saint John in New Brunswick and St. John's in Newfoundland. The colony's new name honoured the fourth son of King George III, Prince Edward Augustus, the Duke of Kent (1767–1820), who subsequently led the British military forces on the continent as Commander-in-Chief, North America (1799–1800), with his headquarters in Halifax.
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In 1853, the Island government passed the Land Purchase Act which empowered them to purchase lands from those owners who were willing to sell, and then resell the land to settlers for low prices. This scheme collapsed when the Island ran short of money to continue with the purchases. Many of these lands also were fertile, and were some of the key factors to sustaining Prince Edward Island's economy.
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In September 1864, Prince Edward Island hosted the Charlottetown Conference, which was the first meeting in the process leading to the Quebec Resolutions and the creation of Canada in 1867. Prince Edward Island did not find the terms of union favourable and balked at joining in 1867, choosing to remain a colony of the United Kingdom. In the late 1860s, the colony examined various options, including the possibility of becoming a discrete dominion unto itself, as well as entertaining delegations from the United States, who were interested in Prince Edward Island joining the United States.[52]
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In 1871, the colony began construction of a railway and, frustrated by Great Britain's Colonial Office, began negotiations with the United States.[citation needed] In 1873, Canadian Prime Minister Sir John A. Macdonald, anxious to thwart American expansionism and facing the distraction of the Pacific Scandal, negotiated for Prince Edward Island to join Canada. The Dominion Government of Canada assumed the colony's extensive railway debts and agreed to finance a buy-out of the last of the colony's absentee landlords to free the island of leasehold tenure and from any new immigrants entering the island (accomplished through the passage of the Land Purchase Act, 1875).[53] Prince Edward Island entered Confederation on July 1, 1873.[54]
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As a result of having hosted the inaugural meeting of Confederation, the Charlottetown Conference, Prince Edward Island presents itself as the "Birthplace of Confederation" and this is commemorated through several buildings, a ferry vessel, and the Confederation Bridge (constructed 1993 to 1997). The most prominent building in the province honouring this event is the Confederation Centre of the Arts, presented as a gift to Prince Edward Islanders by the 10 provincial governments and the Federal Government upon the centenary of the Charlottetown Conference, where it stands in Charlottetown as a national monument to the "Fathers of Confederation". The Centre is one of the 22 National Historic Sites of Canada located in Prince Edward Island.[55][56]
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According to the 2011 National Household Survey,[59][60] the largest ethnic group consists of people of Scottish descent (39.2%), followed by English (31.1%), Irish (30.4%), French (21.1%), German (5.2%), and Dutch (3.1%) descent. Prince Edward Island's population is largely white; there are few visible minorities. Chinese Canadians are the largest visible minority group of Prince Edward Island, comprising 1.3% of the province's population.[59] Almost half of respondents identified their ethnicity as "Canadian".
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* among provinces.† Preliminary 2006 census estimate.
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Source: Statistics Canada[61][62]
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+
The Canada 2016 Census showed a population of 142,910. Of the 140,020 singular responses to the census question concerning mother tongue, the most commonly reported languages were as follows:
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+
In addition, there were 460 responses of both English and a "non-official language"; 30 of both French and a "non-official language"; 485 of both English and French; and 20 of English, French, and a "non-official language". (Figures shown are for the number of single language responses and the percentage of total single-language responses.)[63]
|
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|
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Traditionally the population has been evenly divided between Catholic and Protestant affiliations. The 2001 census indicated number of adherents for the Roman Catholic Church with 63,240 (47%) and various Protestant churches with 57,805 (43%). This included the United Church of Canada with 26,570 (20%); the Presbyterian Church with 7,885 (6%) and the Anglican Church of Canada with 6,525 (5%); those with no religion were among the lowest of the provinces with 8,705 (6.5%).[64] If one considers that the founders of the United Church of Canada were largely Presbyterians in Prince Edward Island, the Island has one of the highest percentages of Presbyterians in the country. The Island also has one of the largest number of Free Church of Scotland buildings in Canada.
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The provincial economy is dominated by the seasonal industries of agriculture, tourism, and the fishery. The province is limited in terms of heavy industry and manufacturing, though Cavendish Farms runs extensive food manufacturing operations on PEI.
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Agriculture remains the dominant industry in the provincial economy, as it has since colonial times. In 2015, agriculture and agri-food manufacturing was responsible for 7.6% of the province's GDP.[65] The Island has a total land area of 1.4 million acres (570,000 hectares) with approximately 594,000 acres (240,383 hectares) cleared for agricultural use.[66] In 2016, the Census of Agriculture counted 1,353 farms on the Island, which is a 9.5% decrease from the previous census (2011).[67] During the 20th century, potatoes replaced mixed farming as the leading cash crop, accounting for one-third of provincial farm income.[citation needed] The number of acres under potato production in 2010 was 88,000,[27] while soy accounted for 55,000.[68] There are approximately 330 potato growers on PEI, with the grand majority of these being family farms, often with multiple generations working together.[27] The province currently accounts for a third of Canada's total potato production, producing approximately 1.3 billion kilograms (1,400,000 short tons) annually.[27] Comparatively, the state of Idaho produces approximately 6.2 billion kilograms (6,800,000 short tons) annually, with a population approximately 9.5 times greater.[69] The province is a major producer of seed potatoes, exporting to more than twenty countries around the world.[27] An estimated total of 70% of the land is cultivated and 25% of all potatoes grown in Canada originate from P.E.I.[70] The processing of frozen fried potatoes, green vegetables, and berries is a leading business activity.[71]
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As a legacy of the island's colonial history, the provincial government enforces extremely strict rules for non-resident land ownership, especially since the PEI Lands Protection Act of 1982.[72] Residents and corporations are limited to maximum holdings of 400 and 1,200 hectares respectively. There are also restrictions on non-resident ownership of shorelines.[72]
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Many of the province's coastal communities rely upon shellfish harvesting, particularly lobster fishing[73] as well as oyster fishing and mussel farming.
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The island's economy has grown significantly over the last decade in key areas of innovation. Aerospace, bioscience, information and communications technology, and renewable energy have been a focus for growth and diversification. Aerospace alone now accounts for over 25% of the province's international exports and is the island's fourth largest industry at $355 million in annual sales. The bioscience industry employs over 1,300 people and generates over $150 million in sales.[74]
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The sale of carbonated beverages such as beer and soft drinks in non-refillable containers, such as aluminum cans or plastic bottles, was banned in 1976 as an environmental measure in response to public concerns over litter. Beer and soft drink companies opted to use refillable glass bottles for their products which were redeemable at stores and bottle depots.
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Though often environmental and economic agendas may be at odds, the ‘ban the can’ legislation, along with being environmentally driven, was also economically motivated as it protected jobs. Seaman's Beverages, a bottling company and carbonated beverage manufacturer, was established in 1939 and a major employer in Charlottetown, Prince Edward Island.[75] Making it illegal to retail cans led to a bigger share of the carbonated beverage market for Seamans. Seamans Beverages was eventually acquired by Pepsi Bottling Group Inc in 2002 prior to the lifting of the legislation.[76]
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The introduction of recycling programs for cans and plastic bottles in neighbouring provinces in recent years (also using a redemption system) has seen the provincial government introduce legislation to reverse this ban with the restriction lifted on May 3, 2008.[77][78][79]
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Prior to harmonization in 2013, Prince Edward Island had one of Canada's highest provincial retail sales tax rates at 10%. On April 1, 2013, the provincial tax was harmonized with the federal Goods and Services Tax, and became known as the Harmonized Sales Tax.[80] The 15% tax is applied to almost all goods and services except some clothing, food and home heating fuel. This rate is the same as the neighbouring Atlantic provinces.
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The provincial government provides consumer protection in the form of regulation for certain items, ranging from apartment rent increases to petroleum products including gas, diesel, propane and heating oil. These are regulated through the Prince Edward Island Regulatory and Appeals Commission (IRAC).[81] IRAC is authorized to limit the number of companies who are permitted to sell petroleum products.
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As of 2015[update], the median family income on Prince Edward Island is $76,607/year.[82] The minimum wage is $12.85/hour as of April 1, 2018[update].[83]
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At present, approximately twenty-five percent of electricity consumed on the island is generated from renewable energy (largely wind turbines); the provincial government has set renewable energy targets as high as 30-50% for electricity consumed by 2015. This goal has not been met. The total capacity of wind power on the island is 204 MWs.[84] There are eight wind farms on the island, the largest being West Cape Wind Park with a capacity of 99 MWs from 55 turbines. There is a total of 89 turbines in the province. All of the turbines have been manufactured by Vestas, the Vestas V-80, Vestas V90, and Vestas V-47.[85] A thermal oil-fired generating station, the Charlottetown Thermal Generating Station, is used sometimes for emergencies. It is being decommissioned.[86] A second thermal generation station exists in Borden aptly named the Borden Generating Station.[87] The majority of electricity consumed on Prince Edward Island comes from New Brunswick through undersea cables.[88] A recent $140M upgrade brought the capacity of the cable system from 200 MW to 560 MW.[89]
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The Point Lepreau nuclear plant in New Brunswick was closed for refurbishments from 2008 to 2012, resulting in a steep price hike of about 25 per cent, but the province later subsidized rates.[90] Residents were to pay 11.2 per cent more for electricity when the harmonized sales tax was adopted in April 2013, according to the P.E.I. Energy Accord that was tabled in the legislature on December 7, 2012.[91] and passed as the Electric Power (Energy Accord Continuation) Amendment Act, which establishes electric pricing from April 1, 2013, to March 1, 2016. Regulatory powers are derived for IRAC from the Electric Power Act.[92] Since 1918 Maritime Electric has delivered electricity to customers on the Island. The utility is currently owned and operated by Fortis Inc.[93]
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Prince Edward Island's public school system has an English school district named the Public Schools Branch (previously the English Language School Board),[94] as well as a Francophone district, the Commission scolaire de langue française. The English language districts have a total of 10 secondary schools and 54 intermediate and elementary schools while the Francophone district has 6 schools covering all grades. 22 per cent of the student population is enrolled in French immersion. This is one of the highest levels in the country.
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Three public post-secondary institutions operate in the province, including one university, and two colleges. The University of Prince Edward Island is the province's only public university, and is located in the city of Charlottetown. The university was created by the Island legislature to replace Prince of Wales College and St. Dunstan's University. UPEI is also home to the Atlantic Veterinary College, which offers the region's only veterinary medicine program.
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Collège de l'Île, and Holland College are two public colleges that operate in the province; the former being a French first language institution, while the latter was an English first language institution. Holland College included specialised facilities such as the Atlantic Police Academy, Marine Training Centre, and the Culinary Institute of Canada. In addition to public post-secondary institutions, Prince Edward Island is also home to a private post-secondary institutions, Maritime Christian College.
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Today 23.5 per cent of residents aged 15 to 19 have bilingual skills, an increase of 100 per cent in a decade.
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Prince Edward Island, along with most rural regions in North America, is experiencing an accelerated rate of youth emigration. The provincial government has projected that public school enrollment will decline by 40% during the 2010s.
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The provincial government is responsible for such areas as health and social services, education, economic development, labour legislation and civil law. These matters of government are overseen in the provincial capital, Charlottetown.
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Prince Edward Island is governed by a parliamentary government within the construct of constitutional monarchy; the monarchy in Prince Edward Island is the foundation of the executive, legislative, and judicial branches.[95] The sovereign is Queen Elizabeth II, who also serves as head of state of 15 other Commonwealth countries, each of Canada's nine other provinces, and the Canadian federal realm, and resides predominantly in the United Kingdom. As such, the Queen's representative, the Lieutenant Governor of Prince Edward Island (presently Antoinette Perry), carries out most of the royal duties in Prince Edward Island.[96]
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The direct participation of the royal and viceroyal figures in any of these areas of governance is limited; in practice, their use of the executive powers is directed by the Executive Council, a committee of ministers of the Crown responsible to the unicameral, elected Legislative Assembly and chosen and headed by the Premier of Prince Edward Island (presently Dennis King), the head of government. To ensure the stability of government, the lieutenant governor will usually appoint as premier the person who is the current leader of the political party that can obtain the confidence of a plurality in the Legislative Assembly. The leader of the party with the second-most seats usually becomes the Leader of Her Majesty's Loyal Opposition (presently Peter Bevan-Baker) and is part of an adversarial parliamentary system intended to keep the government in check.[97]
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Each of the 27 Members of the Legislative Assembly (MLA) is elected by simple plurality in an electoral district. General elections are called by the lieutenant governor for the first Monday in October four years after the previous election, or may be called earlier on the advice of the premier.[98] Historically, politics in the province have been dominated by the Liberal and the Progressive Conservative Parties since the province joined Confederation. From the 2015 election, the Green Party of Prince Edward Island gained a small representation in the Legislative Assembly, and in the 2019 election gained an additional six seats to form the Official Opposition.
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The Mi'kmaq Confederacy of PEI is the tribal council and provincial-territorial organization in the province that represents both the Lennox Island and Abegweit First Nations.
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The province has a single health administrative region (or district health authority) called Health PEI. Health PEI receives funding for its operations and is regulated by the Department of Health and Wellness.
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Many PEI homes and businesses are served by central sewage collection and/or treatment systems. These are operated either by a municipality or a private utility. Many industrial operations have their own wastewater treatment facilities. Staff members with the Department of Environment, Water and Climate Change provide advice to operators, as needed, on proper system maintenance.[99] The IRAC regulates municipal water and sewer in the province,[100] now under the Environmental Protection Act.[101] Since around 1900, the residents of the City of Charlottetown have benefited from a central sanitary sewer service. Early disposal practices, while advanced for their time, eventually were found to compromise the ecological integrity of the nearby Hillsborough River and the Charlottetown Harbour. By 1974, the Commission had spearheaded the development of a primary wastewater treatment plant, known as the Charlottetown Pollution Control Plant, together with the construction of several pumping stations along the City's waterfront, and outfall piping deep into the Hillsborough River.[102]
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There are eight hospitals in the province.
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Prince Edward Island offers programs and services in areas such as acute care, primary care, home care, palliative care, public health, chronic disease prevention, and mental health and addictions, to name a few. The provincial government has opened several family health centres in recent years in various rural and urban communities. A provincial cancer treatment centre at the Queen Elizabeth Hospital provides support to those dealing with various types of cancer-related illnesses. A family medicine residency program was established in 2009 with the Dalhousie University Faculty of Medicine as a means to encourage new physicians to work in Prince Edward Island.
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Long-term-care services are also available with several programs in place to support seniors wishing to remain independent in their communities. Many medications for seniors are subsidized through a provincial pharmaceutical plan, however, Prince Edward Island remains one of the only provinces lacking a catastrophic drug coverage program for its residents.
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The provincial government has several programs for early illness detection, including mammography and pap screening clinics. There are also asthma education and diabetes education programs, as well as prenatal programs, immunization programs and dental health risk prevention programs for children. The government is also attempting to implement a comprehensive integrated Electronic Health Record system.
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The provincial government has recently committed to enhancing primary care and home care services and has invested in health care facilities in recent capital budgets; mostly replacements and upgrades to provincial government operated nursing homes and hospitals.
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Some specialist services require patients to be referred to clinics and specialists in neighbouring provinces. Specialist operations and treatments are also provided at larger tertiary referral hospitals in neighbouring provinces such as the IWK Health Centre and Queen Elizabeth II Health Sciences Centre in Nova Scotia or the Saint John Regional Hospital, Moncton Hospital, and Dr. Georges-L.-Dumont University Hospital Centre in New Brunswick.
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Ground ambulance service in Prince Edward Island is provided under contract by Island EMS. Air ambulance service is provided under contract by LifeFlight.
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In recent decades, Prince Edward Island's population has shown statistically significant and abnormally high rates of diagnosed rare cancers, particularly in rural areas. Health officials, ecologists and environmental activists point to the use of pesticides for industrial potato farming as a primary contaminant.[103]
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Prince Edward Island is the only province in Canada that does not provide abortion services through its hospitals. The last abortion was performed in the province in 1982 prior to the opening of the Queen Elizabeth Hospital which saw the closure of the Roman Catholic-affiliated Charlottetown Hospital and the non-denominational Prince Edward Island Hospital; a condition of the "merger" being that abortions not be performed in the province. In 1988, following the court decision R. v. Morgentaler, the then-opposition Progressive Conservative Party of Prince Edward Island tabled a motion demanding that the ban on abortions be upheld at the province's hospitals; the then-governing Prince Edward Island Liberal Party under Premier Joe Ghiz acquiesced and the ban was upheld.[104] The Government of Prince Edward Island will fund abortions for women who travel to another province. Women from Prince Edward Island may also travel to the nearest private user-pay clinic, where they must pay for the procedure using their own funds. Formerly this was the Morgentaler Clinic in Fredericton, New Brunswick[105][106][107][108][109] until this clinic closed due to lack of funds in July 2014.[110] The clinic was reopened under new ownership in 2016 as Clinic 554 with expanded services.[111] During that gap, women had to travel to Halifax or further. In 2016, the Liberal government led by Premier Wade MacLauchlan announced they would open a women's reproductive health clinic to provide abortions within the province.[112]
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Prince Edward Island's transportation network has traditionally revolved around its seaports of Charlottetown, Summerside, Borden, Georgetown, and Souris —linked to its railway system, and the two main airports in Charlottetown and Summerside, for communication with mainland North America. The railway system was abandoned by CN in 1989 in favour of an agreement with the federal government to improve major highways.
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Until May 1997, the province was linked by two passenger-vehicle ferry services to the mainland: one, provided by Marine Atlantic, operated year-round between Borden and Cape Tormentine, New Brunswick; the other, provided by Northumberland Ferries Limited, operates seasonally between Wood Islands and Caribou, Nova Scotia. A third ferry service provided by CTMA operates all year round with seasonal times between Souris and Cap-aux-Meules, Quebec, in the Magdalen Islands. In May 1997, the Confederation Bridge opened, connecting Borden-Carleton to Cape Jourimain, New Brunswick. The world's longest bridge over ice-covered waters,[113] it replaced the Marine Atlantic ferry service. Since then, the Confederation Bridge's assured transportation link to the mainland has altered the province's tourism and agricultural and fisheries export economies.
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The Island has the highest concentration of roadways in Canada. The provincially managed portion of the network consists of 3,824 kilometres (2,376 mi) of paved roadways and 1,558 kilometres (968 mi) of non-paved or clay roads. The province has very strict laws regarding use of roadside signs. Billboards and the use of portable signs are banned. There are standard direction information signs on roads in the province for various businesses and attractions in the immediate area. The by-laws of some municipalities also restrict the types of permanent signs that may be installed on private property.
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Several airlines service the Charlottetown Airport (CYYG); the Summerside Airport (CYSU) is an additional option for general aviation.
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There is an extensive bicycling and hiking trail that spans the island. The Confederation Trail is a 470 kilometres (290 mi) recreational trail system. The land was once owned and used by Canadian National Railway (CN) as a rail line on the island.
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The island's cultural traditions of art, music and creative writing are supported through the public education system. There is an annual arts festival, the Charlottetown Festival, hosted at the Confederation Centre of the Arts.
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Lucy Maud Montgomery, who was born in Clifton (now New London) in 1874, wrote some 20 novels and numerous short stories that have been collected into anthologies. Her first Anne book Anne of Green Gables was published in 1908. The musical play Anne of Green Gables has run every year at the Charlottetown festival for more than four decades. The sequel, Anne & Gilbert, premiered in the Playhouse in Victoria in 2005. The actual location of Green Gables, the house featured in Montgomery's Anne books, is in Cavendish, on the north shore of PEI.
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Elmer Blaney Harris founded an artists colony at Fortune Bridge and set his famous play Johnny Belinda on the island. Robert Harris was a well-known artist.
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Prince Edward Island's documented music history begins in the 19th century with religious music, some written by the local pump and block maker and organ-importer, Watson Duchemin. Several big bands including the Sons of Temperance Band and the Charlottetown Brass Band were active. Today, Acadian, Celtic, folk, and rock music prevail, with exponents including Gene MacLellan, his daughter Catherine MacLellan, Al Tuck, Lennie Gallant, Two Hours Traffic and Paper Lions. The celebrated singer-songwriter Stompin' Tom Connors spent his formative years in Skinners Pond. Celtic music is certainly the most common traditional music on the island, with fiddling and step dancing being very common. This tradition, largely Scottish, Irish and Acadian in origin is very similar to the music of Cape Breton and to a lesser extent, Newfoundland and is unique to the region. Due to the Islands influence as a former Highlander Clans Scottish colony, a March 4/4 for bagpipes was composed in honour of Prince Edward Island.[114]
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There is an annual arts festival, the Charlottetown Festival, hosted at the Confederation Centre of the Arts as well as the Island Fringe Festival that takes place around Charlottetown.[115] An annual jazz festival, the P.E.I. Jazz and Blues Festival.[116] is a one-week-long series of concerts taking place at several venues including Murphy's Community Centre, outdoor stages, and churches in Charlottetown. The moving of its date to mid-August caused in 2011 a serious loss in funding from Ottawa's regional development agency ACOA.[117] The musician's line up in 2011 included Oliver Jones, Sophie Milman, Matt Dusk, Jack de Keyzer, Jack Semple, Meaghan Smith and Jimmy Bowskill.[citation needed] There is also Canada Rocks, and the Cavendish Beach Music Festival. With agriculture and fishery playing a large role in the economy, P.E.I. has been marketed as a food tourism destination.[118] Several food festivals have become popular such as the Fall Flavours festival and the Shellfish Festival.
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The most common sports played on the Island are hockey, curling, golf, horse racing, baseball, soccer, rugby, football and basketball. Water sports are also popular on Prince Edward Island during the summer. The province is home to two professional sports teams, a major junior ice hockey team, the Charlottetown Islanders of the Quebec Major Junior Hockey League, and the Island Storm, a basketball team of the National Basketball League of Canada. Prince Edward Island is also home to the Summerside Western Capitals, a junior ice hockey team of the Maritime Junior A Hockey League.
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In 2008 and 2009, Prince Edward Island hosted the Tour de PEI, a province-wide cycling race consisting of women from around the world. Prince Edward Island has also hosted two Canada Games, the 1991 Canada Winter Games, and the 2009 Canada Summer Games.
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Hainan Province, China, has been the sister province of Prince Edward Island since 2001. This came about after Vice-Governor Lin Fanglue stayed for two days to hold discussions about partnership opportunities and trade.[119]
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Anura may refer to:
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Anura is a common given name in Sri Lanka
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Prince Edward Island (PEI) is a province of Canada and one of the three Maritime provinces. It is the smallest province of Canada in both land area and population, but the most densely populated. Part of the traditional lands of the Mi'kmaq, it became a British colony in the 1700s and was federated into Canada as a province in 1873. Its capital is Charlottetown. According to Statistics Canada, the province of PEI has 158,158 residents.[5]
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The backbone of the island economy is farming; it produces 25% of Canada's potatoes. Other important industries include the fisheries, tourism, aerospace, bio-science, IT, and renewable energy.[6]
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The island has several informal names: "Garden of the Gulf", referring to the pastoral scenery and lush agricultural lands throughout the province; and "Birthplace of Confederation" or "Cradle of Confederation",[7] referring to the Charlottetown Conference in 1864, although PEI did not join Confederation until 1873, when it became the seventh Canadian province. Historically, PEI is one of Canada's older settlements and demographically still reflects older immigration to the country, with Scottish, Irish, English and French surnames being dominant.
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PEI is located about 200 kilometres (120 miles) north of Halifax, Nova Scotia, and 600 kilometres (370 miles) east of Quebec City and has a land area of 5,686.03 km2 (2,195.39 sq mi).[1] The main island is 5,620 km2 (2,170 sq mi) in size.[8] It is the 104th-largest island in the world and Canada's 23rd-largest island.
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In 1798, the British named the island colony for Prince Edward, Duke of Kent and Strathearn (1767–1820), the fourth son of King George III and the father of Queen Victoria. Prince Edward has been called "Father of the Canadian Crown".[9] The following island landmarks are also named after the Duke of Kent:
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In French, the island is today called Île-du-Prince-Édouard, but its former French name, as part of Acadia, was Île Saint-Jean (St. John's Island). The island is known in Scottish Gaelic as Eilean a' Phrionnsa (lit. "the Island of the Prince", the local form of the longer 'Eilean a' Phrionnsa Iomhair/Eideard') or Eilean Eòin for some Gaelic speakers in Nova Scotia though not on PEI (lit. "John's Island" in reference to the island's former name). The island is known in the Mi'kmaq language as Abegweit or Epekwitk roughly translated as "land cradled in the waves".
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Prince Edward Island is located in the Gulf of St. Lawrence, west of Cape Breton Island, north of the Nova Scotia peninsula, and east of New Brunswick. Its southern shore bounds the Northumberland Strait. The island has two urban areas. The larger surrounds Charlottetown Harbour, situated centrally on the island's southern shore, and consists of the capital city Charlottetown, and suburban towns Cornwall and Stratford and a developing urban fringe. A much smaller urban area surrounds Summerside Harbour, situated on the southern shore 40 km (25 mi) west of Charlottetown Harbour, and consists primarily of the city of Summerside. As with all natural harbours on the island, Charlottetown and Summerside harbours are created by rias.
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The island's landscape is pastoral. Rolling hills, woods, reddish white sand beaches, ocean coves and the famous red soil have given Prince Edward Island a reputation as a province of outstanding natural beauty. The provincial government has enacted laws to preserve the landscape through regulation, although there is a lack of consistent enforcement, and an absence of province-wide zoning and land-use planning.[citation needed] Under the Planning Act of the province, municipalities have the option to assume responsibility for land-use planning through the development and adoption of official plans and land use bylaws. Thirty-one municipalities have taken responsibility for planning. In areas where municipalities have not assumed responsibility for planning, the Province remains responsible for development control.
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The island's lush landscape has a strong bearing on its economy and culture. The author Lucy Maud Montgomery drew inspiration from the land during the late Victorian Era for the setting of her classic novel Anne of Green Gables (1908). Today, many of the same qualities that Montgomery and others found in the island are enjoyed by tourists who visit year-round. They enjoy a variety of leisure activities, including beaches, various golf courses, eco-tourism adventures, touring the countryside, and enjoying cultural events in local communities around the island.
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The smaller, rural communities as well as the towns and villages throughout the province retain a slower-pace. Prince Edward Island has become popular as a tourist destination for relaxation. The economy of most rural communities on the island is based on small-scale agriculture. Industrial farming has increased as businesses buy and consolidate older farm properties.
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The coastline has a combination of long beaches, dunes, red sandstone cliffs, salt water marshes, and numerous bays and harbours. The beaches, dunes and sandstone cliffs consist of sedimentary rock and other material with a high iron concentration, which oxidises upon exposure to the air. The geological properties of a white silica sand found at Basin Head are unique in the province; the sand grains cause a scrubbing noise as they rub against each other when walked on, and have been called the "singing sands".
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Large dune fields on the north shore can be found on barrier islands at the entrances to various bays and harbours. The magnificent sand dunes at Greenwich are of particular significance. The shifting, parabolic dune system is home to a variety of birds and rare plants; it is also a site of significant archeological interest.
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Despite Prince Edward Island's small size and reputation as a largely rural province, it is the most densely populated province in Canada.
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The climate of the island is considered to be moderate and strongly influenced by the surrounding seas.[10][11] As such, it is milder than inland locations owing to the warm waters from the Gulf of St. Lawrence.[12] The climate is characterized by changeable weather throughout the year; it has some of the most variable day-to-day weather in Canada, in which specific weather conditions seldom last for long.[11]
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During July and August, the average daytime high in PEI is 23 °C (73 °F); however, the temperature can sometimes exceed 30 °C (86 °F) during these months. In the winter months of January and February, the average daytime high is −3.3 °C (26 °F). The Island receives an average yearly rainfall of 855 millimetres (33.7 in) and an average yearly snowfall of 285 centimetres (112 in).
|
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Winters are moderately cold and long but are milder than inland locations, with clashes of cold Arctic air and milder Atlantic air causing frequent temperature swings.[11] The climate is considered to be more humid continental climate than oceanic since the Gulf of St. Lawrence freezes over, thus eliminating any moderation.[11] The mean temperature is −7 °C (19 °F) in January.[12] During the winter months, the island usually has many storms (which may produce rain as well as snow) and blizzards since during this time, storms originating from the North Atlantic or the Gulf of Mexico frequently pass through.[11] Springtime temperatures typically remain cool until the sea ice has melted, usually in late April or early May.
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Summers are moderately warm, but rarely uncomfortable, with the daily maximum temperature only occasionally reaching as high as 30 °C (86 °F). Autumn is a pleasant season, as the moderating Gulf waters delay the onset of frost, although storm activity increases compared to the summer. There is ample precipitation throughout the year, although it is heaviest in the late autumn, early winter and mid spring.
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The following climate chart depicts the average conditions of Charlottetown, as an example of the small province's climate.
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Between 250 and 300 million years ago, freshwater streams flowing from ancient mountains brought silt, sand and gravel into what is now the Gulf of St. Lawrence. These sediments accumulated to form a sedimentary basin, and make up the island's bedrock. When the Pleistocene glaciers receded about 15,000 years ago, glacial debris such as till were left behind to cover most of the area that would become the island. This area was connected to the mainland by a strip of land, but when ocean levels rose as the glaciers melted, this land strip was flooded, forming the island. As the land rebounded from the weight of the ice, the island rose up to elevate it farther from the surrounding water.[10][18][19]
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Most of the bedrock in Prince Edward Island is composed of red sandstone, part of the Permianage Pictou Group.[20]
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Although commercial deposits of minerals have not been found, exploration in the 1940s for natural gas beneath the northeastern end of the province resulted in the discovery of an undisclosed quantity of gas. The Island was reported by government to have only 0.08 tcf of "technically recoverable" natural gas. Twenty exploration wells for hydrocarbon resources have been drilled on Prince Edward Island and offshore. The first reported well was Hillsborough No.#1, drilled in Charlottetown Harbour in 1944 (the world's first offshore well), and the most recent was New Harmony No.#1 in 2007. Since the resurgence of exploration in the mid-1990s, all wells that have shown promising gas deposits have been stimulated through hydraulic fracture or “fracking”. All oil and natural gas exploration and exploitation activities on the Island are governed by the Oil and Natural Gas Act R.S.P.E.I. 1988, Cap. 0-5 and its associated regulations and orders.[21]
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The Province of Prince Edward Island is completely dependent on groundwater for its source of drinking water, with approximately 305 high capacity wells in use as of December 2018.[22] As groundwater flows through an aquifer, it is naturally filtered. The water for the city of Charlottetown is extracted from thirteen wells in three wellfields and distributed to customers. The water removed is replenished by precipitation.[23]
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Infrastructure in Charlottetown that was installed in 1888 is still in existence. With the age of the system in the older part of Charlottetown, concern has been raised regarding lead pipes. The Utility has been working with its residents on a lead-replacement program. A plebiscite in 1967 was held in Charlottetown over fluoridation, and residents voted in favour. Under provincial legislation, the Utility is required to report to its residents on an annual basis. It is also required to do regular sampling of the water and an overview is included in each annual report.[23] The Winter River watershed provides about 92 per cent of the 18-million-litre water supply for the city of Charlottetown,[24] which had difficulty in each of 2011, 2012 and 2013 with its supply,[24][25][26] until water meters were installed.[25]
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Government tabled a discussion paper on the proposed Water Act for the province on July 8, 2015. The use of groundwater came under scrutiny as the potato industry, which accounts for $1 billion every year and 50% of farm receipts,[27] has pressed the government to lift a moratorium on high-capacity water wells for irrigation. The release of the discussion paper was to set off a consultation process in the autumn of 2015.[28]
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Detailed information about the quality of drinking water in PEI communities and watersheds can be found on the provincial government's official website. It provides a summary of the ongoing testing of drinking water done by the Prince Edward Island Analytical Laboratories. Average drinking-water quality results are available, and information on the following parameters are provided: alkalinity; cadmium; calcium; chloride; chromium; iron; magnesium; manganese; nickel; nitrate; pH; phosphorus; potassium; sodium; and sulfate, as well as the presence of pesticides.[29] Water-testing services are provided for a variety of clients through the PEI Analytical Laboratories which assesses according to the recommendations of the Guidelines for Canadian Drinking Water Quality published by Health Canada.[30]
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Prince Edward Island used to have native moose, bear, caribou, wolf, and other larger species. Due to hunting and habitat disruption these species are no longer found on the island. Some species common to P.E.I. are red foxes, coyote,[31] blue jays, and robins. Skunks and raccoons are common non-native species. Species at risk in P.E.I. include piping plovers, american eel, bobolinks, little brown bat, and beach pinweed.[32]
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Some species are unique to the province. In 2008, a new ascomycete species, Jahnula apiospora (Jahnulales, Dothideomycetes), was collected from submerged wood in a freshwater creek on Prince Edward Island.[33] North Atlantic right whales, one of the rarest whale species, were once thought to be rare visitors into St. Lawrence regions until 1994, have been showing dramatic increases (annual concentrations were discovered off Percé in 1995 and gradual increases across the regions since in 1998),[34] and since in 2014, notable numbers of whales have been recorded around Cape Breton to Prince Edward Island as 35 to 40 whales were seen in these areas in 2015.[35]
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Since before the influx of Europeans, the Mi'kmaq First Nations have inhabited Prince Edward Island as part of the region of Mi'kma'ki. They named the Island Epekwitk, meaning 'cradled on the waves'; Europeans represented the pronunciation as Abegweit.[36] Another name is Minegoo.[37] The Mi'kmaq's legend is that the island was formed by the Great Spirit placing on the Blue Waters some dark red crescent-shaped clay.[37] There are two Mi'kmaq First Nation communities on Epekwitk today.[38]
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In 1534, Jacques Cartier was the first European to see the island.[36] In 1604, the Kingdom of France laid claim to the lands of the Maritimes, including Prince Edward Island, establishing the French colony of Acadia. The island was named Île Saint-Jean by the French. The Mi'kmaq never recognized the claim but welcomed the French as trading partners and allies.
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During the 18th century, the French were engaged in a series of conflicts with the Kingdom of Great Britain and its colonies. Several battles between the two belligerents occurred on Prince Edward Island during this period. Following the British capture Louisbourg during the War of the Austrian Succession, New Englanders launched an attack on Île Saint-Jean (Prince Edward Island); with a British detachment landed at Port-la-Joye. The island's capital had a garrison of 20 French soldiers under the command of Joseph du Pont Duvivier.[39] The troops fled the settlement, and the New Englanders burned the settlement to the ground. Duvivier and the twenty men retreated up the Northeast River (Hillsborough River), pursued by the New Englanders until the French troops were reinforced with the arrival of the Acadian militia and the Mi'kmaq.[40] The French troops and their allies were able to drive the New Englanders to their boats. Nine New Englanders were killed, wounded or made prisoner. The New Englanders took six Acadian hostages, who would be executed if the Acadians or Mi'kmaq rebelled against New England control.[40] The New England troops left for Louisbourg. Duvivier and his 20 troops left for Quebec. After the fall of Louisbourg, the resident French population of Île Royale were deported to France, with the remaining Acadians of Île Saint-Jean lived under the threat of deportation for the remainder of the war.[41]
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New Englanders had a force of 200 soldiers stationed at Port-La-Joye, as well as two warships boarding supplies for its journey of Louisbourg. To regain Acadia, Ramezay was sent from Quebec to the region to join forces with the Duc d'Anville expedition. Upon arriving at Chignecto, he sent Boishebert to Île Saint-Jean to ascertain the size of the New England force.[42] After Boishebert returned, Ramezay sent Joseph-Michel Legardeur de Croisille et de Montesson along with over 500 men, 200 of whom were Mi'kmaq, to Port-La-Joye.[43] In July 1746, the battle happened near York River.[44] Montesson and his troops killed forty New Englanders and captured the rest. Montesson was commended for having distinguished himself in his first independent command.[45] Hostilities between the British and French was ended in 1748 with the Treaty of Aix-la-Chapelle in 1748.
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Roughly one thousand Acadians lived on the island prior to the Acadian Exodus from Nova Scotia. The population grew to nearly 5,000 the late 1740s and early 1750s, as Acadians from Nova Scotia fled to the island during the Acadian Exodus, and the subsequent British-ordered expulsions beginning in 1755.[46][47]
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Hostilities between British and French colonial forces resumed in 1754, although formal declarations of war were not issued until 1756. After French forces were defeated at the siege of Louisbourg, the British performed a military campaign on Ile Saint-Jean to secure the island. The campaign was led by Colonel Andrew Rollo under orders from General Jeffery Amherst. The following campaigns saw the deportation of the most Acadians from the island. Many Acadians died in the expulsion en route to France; on December 13, 1758, the transport ship Duke William sank and 364 died. A day earlier the Violet sank and 280 died; several days later Ruby sank with 213 on board.[48] The French formally ceded the island, and most of New France to the British in the Treaty of Paris of 1763.
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Initially named St. John's Island by the British, the island was administered as part of the colony of Nova Scotia, until it was split into a separate colony in 1769. In the mid-1760s, a survey team divided the Island into 67 lots. On July 1, 1767, these properties were allocated to supporters of King George III by means of a lottery. Ownership of the land remained in the hands of landlords in England, angering Island settlers who were unable to gain title to land on which they worked and lived. Significant rent charges (to absentee landlords) created further anger. The land had been given to the absentee landlords with a number of conditions attached regarding upkeep and settlement terms; many of these conditions were not satisfied. Islanders spent decades trying to convince the Crown to confiscate the lots, however the descendants of the original owners were generally well connected to the British government and refused to give up the land.
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After becoming a separate colony from Nova Scotia, Walter Patterson was appointed the first British governor of St. John's Island in 1769. Assuming the office in 1770, he had a controversial career during which land title disputes and factional conflict slowed the initial attempts to populate and develop the island under a feudal system. In an attempt to attract settlers from Ireland, in one of his first acts (1770) Patterson led the island's colonial assembly to rename the island "New Ireland", but the British Government promptly vetoed this as it exceeded the authority vested in the colonial government; only the Privy Council in London could change the name of a colony.[49]
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During the American Revolutionary War Charlottetown was raided in 1775 by a pair of American-employed privateers.[50] Two armed schooners, Franklin and Hancock, from Beverly, Massachusetts, made prisoner of the attorney-general at Charlottetown, on advice given them by some Pictou residents after they had taken eight fishing vessels in the Gut of Canso.[51]
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During and after the American Revolutionary War, from 1776 to 1783, the colony's efforts to attract exiled Loyalist refugees from the rebellious American colonies met with some success. Walter Patterson's brother, John Patterson, one of the original grantees of land on the island, was a temporarily exiled Loyalist and led efforts to persuade others to come. Governor Patterson dismissal in 1787, and his recall to London in 1789 dampened his brother's efforts, leading John to focus on his interests in the United States. Edmund Fanning, also a Loyalist exiled by the Revolution, took over as the second governor, serving until 1804. His tenure was more successful than Patterson's.[citation needed] A large influx of Scottish Highlanders in the late 1700s also resulted in St. John's Island having the highest proportion of Scottish immigrants in Canada. This led to a higher proportion of Scottish Gaelic speakers and thriving culture surviving on the island than in Scotland itself, as the settlers could more easily avoid English influence overseas.
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On 29 November 1798, during Fanning's administration, the British government granted approval to change the colony's name from St. John's Island to Prince Edward Island to distinguish it from areas with similar names in what is now Atlantic Canada, such as the cities of Saint John in New Brunswick and St. John's in Newfoundland. The colony's new name honoured the fourth son of King George III, Prince Edward Augustus, the Duke of Kent (1767–1820), who subsequently led the British military forces on the continent as Commander-in-Chief, North America (1799–1800), with his headquarters in Halifax.
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In 1853, the Island government passed the Land Purchase Act which empowered them to purchase lands from those owners who were willing to sell, and then resell the land to settlers for low prices. This scheme collapsed when the Island ran short of money to continue with the purchases. Many of these lands also were fertile, and were some of the key factors to sustaining Prince Edward Island's economy.
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In September 1864, Prince Edward Island hosted the Charlottetown Conference, which was the first meeting in the process leading to the Quebec Resolutions and the creation of Canada in 1867. Prince Edward Island did not find the terms of union favourable and balked at joining in 1867, choosing to remain a colony of the United Kingdom. In the late 1860s, the colony examined various options, including the possibility of becoming a discrete dominion unto itself, as well as entertaining delegations from the United States, who were interested in Prince Edward Island joining the United States.[52]
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In 1871, the colony began construction of a railway and, frustrated by Great Britain's Colonial Office, began negotiations with the United States.[citation needed] In 1873, Canadian Prime Minister Sir John A. Macdonald, anxious to thwart American expansionism and facing the distraction of the Pacific Scandal, negotiated for Prince Edward Island to join Canada. The Dominion Government of Canada assumed the colony's extensive railway debts and agreed to finance a buy-out of the last of the colony's absentee landlords to free the island of leasehold tenure and from any new immigrants entering the island (accomplished through the passage of the Land Purchase Act, 1875).[53] Prince Edward Island entered Confederation on July 1, 1873.[54]
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As a result of having hosted the inaugural meeting of Confederation, the Charlottetown Conference, Prince Edward Island presents itself as the "Birthplace of Confederation" and this is commemorated through several buildings, a ferry vessel, and the Confederation Bridge (constructed 1993 to 1997). The most prominent building in the province honouring this event is the Confederation Centre of the Arts, presented as a gift to Prince Edward Islanders by the 10 provincial governments and the Federal Government upon the centenary of the Charlottetown Conference, where it stands in Charlottetown as a national monument to the "Fathers of Confederation". The Centre is one of the 22 National Historic Sites of Canada located in Prince Edward Island.[55][56]
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According to the 2011 National Household Survey,[59][60] the largest ethnic group consists of people of Scottish descent (39.2%), followed by English (31.1%), Irish (30.4%), French (21.1%), German (5.2%), and Dutch (3.1%) descent. Prince Edward Island's population is largely white; there are few visible minorities. Chinese Canadians are the largest visible minority group of Prince Edward Island, comprising 1.3% of the province's population.[59] Almost half of respondents identified their ethnicity as "Canadian".
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* among provinces.† Preliminary 2006 census estimate.
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Source: Statistics Canada[61][62]
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The Canada 2016 Census showed a population of 142,910. Of the 140,020 singular responses to the census question concerning mother tongue, the most commonly reported languages were as follows:
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In addition, there were 460 responses of both English and a "non-official language"; 30 of both French and a "non-official language"; 485 of both English and French; and 20 of English, French, and a "non-official language". (Figures shown are for the number of single language responses and the percentage of total single-language responses.)[63]
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Traditionally the population has been evenly divided between Catholic and Protestant affiliations. The 2001 census indicated number of adherents for the Roman Catholic Church with 63,240 (47%) and various Protestant churches with 57,805 (43%). This included the United Church of Canada with 26,570 (20%); the Presbyterian Church with 7,885 (6%) and the Anglican Church of Canada with 6,525 (5%); those with no religion were among the lowest of the provinces with 8,705 (6.5%).[64] If one considers that the founders of the United Church of Canada were largely Presbyterians in Prince Edward Island, the Island has one of the highest percentages of Presbyterians in the country. The Island also has one of the largest number of Free Church of Scotland buildings in Canada.
|
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The provincial economy is dominated by the seasonal industries of agriculture, tourism, and the fishery. The province is limited in terms of heavy industry and manufacturing, though Cavendish Farms runs extensive food manufacturing operations on PEI.
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Agriculture remains the dominant industry in the provincial economy, as it has since colonial times. In 2015, agriculture and agri-food manufacturing was responsible for 7.6% of the province's GDP.[65] The Island has a total land area of 1.4 million acres (570,000 hectares) with approximately 594,000 acres (240,383 hectares) cleared for agricultural use.[66] In 2016, the Census of Agriculture counted 1,353 farms on the Island, which is a 9.5% decrease from the previous census (2011).[67] During the 20th century, potatoes replaced mixed farming as the leading cash crop, accounting for one-third of provincial farm income.[citation needed] The number of acres under potato production in 2010 was 88,000,[27] while soy accounted for 55,000.[68] There are approximately 330 potato growers on PEI, with the grand majority of these being family farms, often with multiple generations working together.[27] The province currently accounts for a third of Canada's total potato production, producing approximately 1.3 billion kilograms (1,400,000 short tons) annually.[27] Comparatively, the state of Idaho produces approximately 6.2 billion kilograms (6,800,000 short tons) annually, with a population approximately 9.5 times greater.[69] The province is a major producer of seed potatoes, exporting to more than twenty countries around the world.[27] An estimated total of 70% of the land is cultivated and 25% of all potatoes grown in Canada originate from P.E.I.[70] The processing of frozen fried potatoes, green vegetables, and berries is a leading business activity.[71]
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As a legacy of the island's colonial history, the provincial government enforces extremely strict rules for non-resident land ownership, especially since the PEI Lands Protection Act of 1982.[72] Residents and corporations are limited to maximum holdings of 400 and 1,200 hectares respectively. There are also restrictions on non-resident ownership of shorelines.[72]
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Many of the province's coastal communities rely upon shellfish harvesting, particularly lobster fishing[73] as well as oyster fishing and mussel farming.
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The island's economy has grown significantly over the last decade in key areas of innovation. Aerospace, bioscience, information and communications technology, and renewable energy have been a focus for growth and diversification. Aerospace alone now accounts for over 25% of the province's international exports and is the island's fourth largest industry at $355 million in annual sales. The bioscience industry employs over 1,300 people and generates over $150 million in sales.[74]
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The sale of carbonated beverages such as beer and soft drinks in non-refillable containers, such as aluminum cans or plastic bottles, was banned in 1976 as an environmental measure in response to public concerns over litter. Beer and soft drink companies opted to use refillable glass bottles for their products which were redeemable at stores and bottle depots.
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Though often environmental and economic agendas may be at odds, the ‘ban the can’ legislation, along with being environmentally driven, was also economically motivated as it protected jobs. Seaman's Beverages, a bottling company and carbonated beverage manufacturer, was established in 1939 and a major employer in Charlottetown, Prince Edward Island.[75] Making it illegal to retail cans led to a bigger share of the carbonated beverage market for Seamans. Seamans Beverages was eventually acquired by Pepsi Bottling Group Inc in 2002 prior to the lifting of the legislation.[76]
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The introduction of recycling programs for cans and plastic bottles in neighbouring provinces in recent years (also using a redemption system) has seen the provincial government introduce legislation to reverse this ban with the restriction lifted on May 3, 2008.[77][78][79]
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Prior to harmonization in 2013, Prince Edward Island had one of Canada's highest provincial retail sales tax rates at 10%. On April 1, 2013, the provincial tax was harmonized with the federal Goods and Services Tax, and became known as the Harmonized Sales Tax.[80] The 15% tax is applied to almost all goods and services except some clothing, food and home heating fuel. This rate is the same as the neighbouring Atlantic provinces.
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The provincial government provides consumer protection in the form of regulation for certain items, ranging from apartment rent increases to petroleum products including gas, diesel, propane and heating oil. These are regulated through the Prince Edward Island Regulatory and Appeals Commission (IRAC).[81] IRAC is authorized to limit the number of companies who are permitted to sell petroleum products.
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As of 2015[update], the median family income on Prince Edward Island is $76,607/year.[82] The minimum wage is $12.85/hour as of April 1, 2018[update].[83]
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At present, approximately twenty-five percent of electricity consumed on the island is generated from renewable energy (largely wind turbines); the provincial government has set renewable energy targets as high as 30-50% for electricity consumed by 2015. This goal has not been met. The total capacity of wind power on the island is 204 MWs.[84] There are eight wind farms on the island, the largest being West Cape Wind Park with a capacity of 99 MWs from 55 turbines. There is a total of 89 turbines in the province. All of the turbines have been manufactured by Vestas, the Vestas V-80, Vestas V90, and Vestas V-47.[85] A thermal oil-fired generating station, the Charlottetown Thermal Generating Station, is used sometimes for emergencies. It is being decommissioned.[86] A second thermal generation station exists in Borden aptly named the Borden Generating Station.[87] The majority of electricity consumed on Prince Edward Island comes from New Brunswick through undersea cables.[88] A recent $140M upgrade brought the capacity of the cable system from 200 MW to 560 MW.[89]
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The Point Lepreau nuclear plant in New Brunswick was closed for refurbishments from 2008 to 2012, resulting in a steep price hike of about 25 per cent, but the province later subsidized rates.[90] Residents were to pay 11.2 per cent more for electricity when the harmonized sales tax was adopted in April 2013, according to the P.E.I. Energy Accord that was tabled in the legislature on December 7, 2012.[91] and passed as the Electric Power (Energy Accord Continuation) Amendment Act, which establishes electric pricing from April 1, 2013, to March 1, 2016. Regulatory powers are derived for IRAC from the Electric Power Act.[92] Since 1918 Maritime Electric has delivered electricity to customers on the Island. The utility is currently owned and operated by Fortis Inc.[93]
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Prince Edward Island's public school system has an English school district named the Public Schools Branch (previously the English Language School Board),[94] as well as a Francophone district, the Commission scolaire de langue française. The English language districts have a total of 10 secondary schools and 54 intermediate and elementary schools while the Francophone district has 6 schools covering all grades. 22 per cent of the student population is enrolled in French immersion. This is one of the highest levels in the country.
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Three public post-secondary institutions operate in the province, including one university, and two colleges. The University of Prince Edward Island is the province's only public university, and is located in the city of Charlottetown. The university was created by the Island legislature to replace Prince of Wales College and St. Dunstan's University. UPEI is also home to the Atlantic Veterinary College, which offers the region's only veterinary medicine program.
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Collège de l'Île, and Holland College are two public colleges that operate in the province; the former being a French first language institution, while the latter was an English first language institution. Holland College included specialised facilities such as the Atlantic Police Academy, Marine Training Centre, and the Culinary Institute of Canada. In addition to public post-secondary institutions, Prince Edward Island is also home to a private post-secondary institutions, Maritime Christian College.
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Today 23.5 per cent of residents aged 15 to 19 have bilingual skills, an increase of 100 per cent in a decade.
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Prince Edward Island, along with most rural regions in North America, is experiencing an accelerated rate of youth emigration. The provincial government has projected that public school enrollment will decline by 40% during the 2010s.
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The provincial government is responsible for such areas as health and social services, education, economic development, labour legislation and civil law. These matters of government are overseen in the provincial capital, Charlottetown.
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Prince Edward Island is governed by a parliamentary government within the construct of constitutional monarchy; the monarchy in Prince Edward Island is the foundation of the executive, legislative, and judicial branches.[95] The sovereign is Queen Elizabeth II, who also serves as head of state of 15 other Commonwealth countries, each of Canada's nine other provinces, and the Canadian federal realm, and resides predominantly in the United Kingdom. As such, the Queen's representative, the Lieutenant Governor of Prince Edward Island (presently Antoinette Perry), carries out most of the royal duties in Prince Edward Island.[96]
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The direct participation of the royal and viceroyal figures in any of these areas of governance is limited; in practice, their use of the executive powers is directed by the Executive Council, a committee of ministers of the Crown responsible to the unicameral, elected Legislative Assembly and chosen and headed by the Premier of Prince Edward Island (presently Dennis King), the head of government. To ensure the stability of government, the lieutenant governor will usually appoint as premier the person who is the current leader of the political party that can obtain the confidence of a plurality in the Legislative Assembly. The leader of the party with the second-most seats usually becomes the Leader of Her Majesty's Loyal Opposition (presently Peter Bevan-Baker) and is part of an adversarial parliamentary system intended to keep the government in check.[97]
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Each of the 27 Members of the Legislative Assembly (MLA) is elected by simple plurality in an electoral district. General elections are called by the lieutenant governor for the first Monday in October four years after the previous election, or may be called earlier on the advice of the premier.[98] Historically, politics in the province have been dominated by the Liberal and the Progressive Conservative Parties since the province joined Confederation. From the 2015 election, the Green Party of Prince Edward Island gained a small representation in the Legislative Assembly, and in the 2019 election gained an additional six seats to form the Official Opposition.
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The Mi'kmaq Confederacy of PEI is the tribal council and provincial-territorial organization in the province that represents both the Lennox Island and Abegweit First Nations.
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The province has a single health administrative region (or district health authority) called Health PEI. Health PEI receives funding for its operations and is regulated by the Department of Health and Wellness.
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Many PEI homes and businesses are served by central sewage collection and/or treatment systems. These are operated either by a municipality or a private utility. Many industrial operations have their own wastewater treatment facilities. Staff members with the Department of Environment, Water and Climate Change provide advice to operators, as needed, on proper system maintenance.[99] The IRAC regulates municipal water and sewer in the province,[100] now under the Environmental Protection Act.[101] Since around 1900, the residents of the City of Charlottetown have benefited from a central sanitary sewer service. Early disposal practices, while advanced for their time, eventually were found to compromise the ecological integrity of the nearby Hillsborough River and the Charlottetown Harbour. By 1974, the Commission had spearheaded the development of a primary wastewater treatment plant, known as the Charlottetown Pollution Control Plant, together with the construction of several pumping stations along the City's waterfront, and outfall piping deep into the Hillsborough River.[102]
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There are eight hospitals in the province.
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Prince Edward Island offers programs and services in areas such as acute care, primary care, home care, palliative care, public health, chronic disease prevention, and mental health and addictions, to name a few. The provincial government has opened several family health centres in recent years in various rural and urban communities. A provincial cancer treatment centre at the Queen Elizabeth Hospital provides support to those dealing with various types of cancer-related illnesses. A family medicine residency program was established in 2009 with the Dalhousie University Faculty of Medicine as a means to encourage new physicians to work in Prince Edward Island.
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Long-term-care services are also available with several programs in place to support seniors wishing to remain independent in their communities. Many medications for seniors are subsidized through a provincial pharmaceutical plan, however, Prince Edward Island remains one of the only provinces lacking a catastrophic drug coverage program for its residents.
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The provincial government has several programs for early illness detection, including mammography and pap screening clinics. There are also asthma education and diabetes education programs, as well as prenatal programs, immunization programs and dental health risk prevention programs for children. The government is also attempting to implement a comprehensive integrated Electronic Health Record system.
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The provincial government has recently committed to enhancing primary care and home care services and has invested in health care facilities in recent capital budgets; mostly replacements and upgrades to provincial government operated nursing homes and hospitals.
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Some specialist services require patients to be referred to clinics and specialists in neighbouring provinces. Specialist operations and treatments are also provided at larger tertiary referral hospitals in neighbouring provinces such as the IWK Health Centre and Queen Elizabeth II Health Sciences Centre in Nova Scotia or the Saint John Regional Hospital, Moncton Hospital, and Dr. Georges-L.-Dumont University Hospital Centre in New Brunswick.
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Ground ambulance service in Prince Edward Island is provided under contract by Island EMS. Air ambulance service is provided under contract by LifeFlight.
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In recent decades, Prince Edward Island's population has shown statistically significant and abnormally high rates of diagnosed rare cancers, particularly in rural areas. Health officials, ecologists and environmental activists point to the use of pesticides for industrial potato farming as a primary contaminant.[103]
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Prince Edward Island is the only province in Canada that does not provide abortion services through its hospitals. The last abortion was performed in the province in 1982 prior to the opening of the Queen Elizabeth Hospital which saw the closure of the Roman Catholic-affiliated Charlottetown Hospital and the non-denominational Prince Edward Island Hospital; a condition of the "merger" being that abortions not be performed in the province. In 1988, following the court decision R. v. Morgentaler, the then-opposition Progressive Conservative Party of Prince Edward Island tabled a motion demanding that the ban on abortions be upheld at the province's hospitals; the then-governing Prince Edward Island Liberal Party under Premier Joe Ghiz acquiesced and the ban was upheld.[104] The Government of Prince Edward Island will fund abortions for women who travel to another province. Women from Prince Edward Island may also travel to the nearest private user-pay clinic, where they must pay for the procedure using their own funds. Formerly this was the Morgentaler Clinic in Fredericton, New Brunswick[105][106][107][108][109] until this clinic closed due to lack of funds in July 2014.[110] The clinic was reopened under new ownership in 2016 as Clinic 554 with expanded services.[111] During that gap, women had to travel to Halifax or further. In 2016, the Liberal government led by Premier Wade MacLauchlan announced they would open a women's reproductive health clinic to provide abortions within the province.[112]
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Prince Edward Island's transportation network has traditionally revolved around its seaports of Charlottetown, Summerside, Borden, Georgetown, and Souris —linked to its railway system, and the two main airports in Charlottetown and Summerside, for communication with mainland North America. The railway system was abandoned by CN in 1989 in favour of an agreement with the federal government to improve major highways.
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Until May 1997, the province was linked by two passenger-vehicle ferry services to the mainland: one, provided by Marine Atlantic, operated year-round between Borden and Cape Tormentine, New Brunswick; the other, provided by Northumberland Ferries Limited, operates seasonally between Wood Islands and Caribou, Nova Scotia. A third ferry service provided by CTMA operates all year round with seasonal times between Souris and Cap-aux-Meules, Quebec, in the Magdalen Islands. In May 1997, the Confederation Bridge opened, connecting Borden-Carleton to Cape Jourimain, New Brunswick. The world's longest bridge over ice-covered waters,[113] it replaced the Marine Atlantic ferry service. Since then, the Confederation Bridge's assured transportation link to the mainland has altered the province's tourism and agricultural and fisheries export economies.
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The Island has the highest concentration of roadways in Canada. The provincially managed portion of the network consists of 3,824 kilometres (2,376 mi) of paved roadways and 1,558 kilometres (968 mi) of non-paved or clay roads. The province has very strict laws regarding use of roadside signs. Billboards and the use of portable signs are banned. There are standard direction information signs on roads in the province for various businesses and attractions in the immediate area. The by-laws of some municipalities also restrict the types of permanent signs that may be installed on private property.
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Several airlines service the Charlottetown Airport (CYYG); the Summerside Airport (CYSU) is an additional option for general aviation.
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There is an extensive bicycling and hiking trail that spans the island. The Confederation Trail is a 470 kilometres (290 mi) recreational trail system. The land was once owned and used by Canadian National Railway (CN) as a rail line on the island.
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The island's cultural traditions of art, music and creative writing are supported through the public education system. There is an annual arts festival, the Charlottetown Festival, hosted at the Confederation Centre of the Arts.
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Lucy Maud Montgomery, who was born in Clifton (now New London) in 1874, wrote some 20 novels and numerous short stories that have been collected into anthologies. Her first Anne book Anne of Green Gables was published in 1908. The musical play Anne of Green Gables has run every year at the Charlottetown festival for more than four decades. The sequel, Anne & Gilbert, premiered in the Playhouse in Victoria in 2005. The actual location of Green Gables, the house featured in Montgomery's Anne books, is in Cavendish, on the north shore of PEI.
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Elmer Blaney Harris founded an artists colony at Fortune Bridge and set his famous play Johnny Belinda on the island. Robert Harris was a well-known artist.
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Prince Edward Island's documented music history begins in the 19th century with religious music, some written by the local pump and block maker and organ-importer, Watson Duchemin. Several big bands including the Sons of Temperance Band and the Charlottetown Brass Band were active. Today, Acadian, Celtic, folk, and rock music prevail, with exponents including Gene MacLellan, his daughter Catherine MacLellan, Al Tuck, Lennie Gallant, Two Hours Traffic and Paper Lions. The celebrated singer-songwriter Stompin' Tom Connors spent his formative years in Skinners Pond. Celtic music is certainly the most common traditional music on the island, with fiddling and step dancing being very common. This tradition, largely Scottish, Irish and Acadian in origin is very similar to the music of Cape Breton and to a lesser extent, Newfoundland and is unique to the region. Due to the Islands influence as a former Highlander Clans Scottish colony, a March 4/4 for bagpipes was composed in honour of Prince Edward Island.[114]
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There is an annual arts festival, the Charlottetown Festival, hosted at the Confederation Centre of the Arts as well as the Island Fringe Festival that takes place around Charlottetown.[115] An annual jazz festival, the P.E.I. Jazz and Blues Festival.[116] is a one-week-long series of concerts taking place at several venues including Murphy's Community Centre, outdoor stages, and churches in Charlottetown. The moving of its date to mid-August caused in 2011 a serious loss in funding from Ottawa's regional development agency ACOA.[117] The musician's line up in 2011 included Oliver Jones, Sophie Milman, Matt Dusk, Jack de Keyzer, Jack Semple, Meaghan Smith and Jimmy Bowskill.[citation needed] There is also Canada Rocks, and the Cavendish Beach Music Festival. With agriculture and fishery playing a large role in the economy, P.E.I. has been marketed as a food tourism destination.[118] Several food festivals have become popular such as the Fall Flavours festival and the Shellfish Festival.
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The most common sports played on the Island are hockey, curling, golf, horse racing, baseball, soccer, rugby, football and basketball. Water sports are also popular on Prince Edward Island during the summer. The province is home to two professional sports teams, a major junior ice hockey team, the Charlottetown Islanders of the Quebec Major Junior Hockey League, and the Island Storm, a basketball team of the National Basketball League of Canada. Prince Edward Island is also home to the Summerside Western Capitals, a junior ice hockey team of the Maritime Junior A Hockey League.
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In 2008 and 2009, Prince Edward Island hosted the Tour de PEI, a province-wide cycling race consisting of women from around the world. Prince Edward Island has also hosted two Canada Games, the 1991 Canada Winter Games, and the 2009 Canada Summer Games.
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Hainan Province, China, has been the sister province of Prince Edward Island since 2001. This came about after Vice-Governor Lin Fanglue stayed for two days to hold discussions about partnership opportunities and trade.[119]
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An island or isle is any piece of sub-continental land that is surrounded by water.[1] Very small islands such as emergent land features on atolls can be called islets, skerries, cays or keys. An island in a river or a lake island may be called an eyot or ait, and a small island off the coast may be called a holm. Sedimentary islands in the Ganges delta are called chars. A grouping of geographically or geologically related islands, such as the Philippines, is referred to as an archipelago.
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An island may be described as such, despite the presence of an artificial land bridge; examples are Singapore and its causeway, and the various Dutch delta islands, such as IJsselmonde. Some places may even retain "island" in their names for historical reasons after being connected to a larger landmass by a land bridge or landfill, such as Coney Island and Coronado Island, though these are, strictly speaking, tied islands. Conversely, when a piece of land is separated from the mainland by a man-made canal, for example the Peloponnese by the Corinth Canal, more or less the entirety of Fennoscandia by the White Sea Canal, or Marble Hill in northern Manhattan during the time between the building of the United States Ship Canal and the filling-in of the Harlem River which surrounded the area, it is generally not considered an island.
|
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There are two main types of islands in the sea: continental and oceanic. There are also artificial islands, which are man-made.
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The word island derives from Middle English iland, from Old English igland (from ig or ieg, similarly meaning 'island' when used independently, and -land carrying its contemporary meaning; cf. Dutch eiland ("island"), German Eiland ("small island")). However, the spelling of the word was modified in the 15th century because of a false etymology caused by an incorrect association with the etymologically unrelated Old French loanword isle, which itself comes from the Latin word insula.[3][4] Old English ieg is actually a cognate of Swedish ö and German Aue, and related to Latin aqua (water).[5]
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Greenland is the world's largest island, with an area of over 2.1 million km2, while Australia, the world's smallest continent, has an area of 7.6 million km2, but there is no standard of size that distinguishes islands from continents,[6] or from islets.[7]
|
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There is a difference between islands and continents in terms of geology.[8]
|
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Continents are the largest landmass of a particular continental plate; this holds true for Australia, which sits on its own continental lithosphere and tectonic plate (the Australian plate).
|
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By contrast, islands are either extensions of the oceanic crust (e.g. volcanic islands), or belong to a continental plate containing a larger landmass; the latter is the case of Greenland, which sits on the North American plate.
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Continental islands are bodies of land that lie on the continental shelf of a continent.[9] Examples are Borneo, Java, Sumatra, Sakhalin, Taiwan and Hainan off Asia; New Guinea, Tasmania, and Kangaroo Island off Australia; Great Britain, Ireland, and Sicily off Europe; Greenland, Newfoundland, Long Island, and Sable Island off North America; and Barbados, the Falkland Islands, and Trinidad off South America.
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A special type of continental island is the microcontinental island, which is created when a continent is rifted. Examples are Madagascar and Socotra off Africa, New Caledonia, New Zealand, and some of the Seychelles.
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Another subtype is an island or bar formed by deposition of tiny rocks where water current loses some of its carrying capacity. This includes:
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Islets are very small islands.
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Oceanic islands are islands that do not sit on continental shelves. The vast majority are volcanic in origin, such as Saint Helena in the South Atlantic Ocean.[10] The few oceanic islands that are not volcanic are tectonic in origin and arise where plate movements have lifted up the ocean floor above the surface. Examples are Saint Peter and Paul Rocks in the Atlantic Ocean and Macquarie Island in the Pacific.
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One type of volcanic oceanic island is found in a volcanic island arc. These islands arise from volcanoes where the subduction of one plate under another is occurring. Examples are the Aleutian Islands, the Mariana Islands, and most of Tonga in the Pacific Ocean. The only examples in the Atlantic Ocean are some of the Lesser Antilles and the South Sandwich Islands.
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Another type of volcanic oceanic island occurs where an oceanic rift reaches the surface. There are two examples: Iceland, which is the world's second largest volcanic island, and Jan Mayen. Both are in the Atlantic.
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A third type of volcanic oceanic island is formed over volcanic hotspots. A hotspot is more or less stationary relative to the moving tectonic plate above it, so a chain of islands results as the plate drifts. Over long periods of time, this type of island is eventually "drowned" by isostatic adjustment and eroded, becoming a seamount. Plate movement across a hot-spot produces a line of islands oriented in the direction of the plate movement. An example is the Hawaiian Islands, from Hawaii to Kure, which continue beneath the sea surface in a more northerly direction as the Emperor Seamounts. Another chain with similar orientation is the Tuamotu Archipelago; its older, northerly trend is the Line Islands. The southernmost chain is the Austral Islands, with its northerly trending part the atolls in the nation of Tuvalu. Tristan da Cunha is an example of a hotspot volcano in the Atlantic Ocean. Another hotspot in the Atlantic is the island of Surtsey, which was formed in 1963.
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An atoll is an island formed from a coral reef that has grown on an eroded and submerged volcanic island. The reef rises to the surface of the water and forms a new island. Atolls are typically ring-shaped with a central lagoon. Examples are the Line Islands in the Pacific and the Maldives in the Indian Ocean.
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Approximately 45,000 tropical islands with an area of at least 5 hectares (12 acres) exist.[11] Examples formed from coral reefs include Maldives, Tonga, Samoa, Nauru, and Polynesia.[11] Granite islands include Seychelles and Tioman and volcanic islands such as Saint Helena.
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The socio-economic diversity of tropical islands ranges from the Stone Age societies in the interior of North Sentinel, Madagascar, Borneo, and Papua New Guinea to the high-tech lifestyles of the city-islands of Singapore and Hong Kong.[12]
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International tourism is a significant factor in the economy of many tropical islands including Seychelles, Sri Lanka, Mauritius, Réunion, Hawaii, Puerto Rico and the Maldives.
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Almost all of Earth's islands are natural and have been formed by tectonic forces or volcanic eruptions. However, artificial (man-made) islands also exist, such as the island in Osaka Bay off the Japanese island of Honshu, on which Kansai International Airport is located. Artificial islands can be built using natural materials (e.g., earth, rock, or sand) or artificial ones (e.g., concrete slabs or recycled waste).[13][14] Sometimes natural islands are artificially enlarged, such as Vasilyevsky Island in the Russian city of St. Petersburg, which had its western shore extended westward by some 0.5 km in the construction of the Passenger Port of St. Petersburg.[15]
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Artificial islands are sometimes built on pre-existing "low-tide elevation," a naturally formed area of land which is surrounded by and above water at low tide but submerged at high tide. Legally these are not islands and have no territorial sea of their own.[16]
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Islands portal
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en/2682.html.txt
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An island or isle is any piece of sub-continental land that is surrounded by water.[1] Very small islands such as emergent land features on atolls can be called islets, skerries, cays or keys. An island in a river or a lake island may be called an eyot or ait, and a small island off the coast may be called a holm. Sedimentary islands in the Ganges delta are called chars. A grouping of geographically or geologically related islands, such as the Philippines, is referred to as an archipelago.
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An island may be described as such, despite the presence of an artificial land bridge; examples are Singapore and its causeway, and the various Dutch delta islands, such as IJsselmonde. Some places may even retain "island" in their names for historical reasons after being connected to a larger landmass by a land bridge or landfill, such as Coney Island and Coronado Island, though these are, strictly speaking, tied islands. Conversely, when a piece of land is separated from the mainland by a man-made canal, for example the Peloponnese by the Corinth Canal, more or less the entirety of Fennoscandia by the White Sea Canal, or Marble Hill in northern Manhattan during the time between the building of the United States Ship Canal and the filling-in of the Harlem River which surrounded the area, it is generally not considered an island.
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There are two main types of islands in the sea: continental and oceanic. There are also artificial islands, which are man-made.
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The word island derives from Middle English iland, from Old English igland (from ig or ieg, similarly meaning 'island' when used independently, and -land carrying its contemporary meaning; cf. Dutch eiland ("island"), German Eiland ("small island")). However, the spelling of the word was modified in the 15th century because of a false etymology caused by an incorrect association with the etymologically unrelated Old French loanword isle, which itself comes from the Latin word insula.[3][4] Old English ieg is actually a cognate of Swedish ö and German Aue, and related to Latin aqua (water).[5]
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Greenland is the world's largest island, with an area of over 2.1 million km2, while Australia, the world's smallest continent, has an area of 7.6 million km2, but there is no standard of size that distinguishes islands from continents,[6] or from islets.[7]
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There is a difference between islands and continents in terms of geology.[8]
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Continents are the largest landmass of a particular continental plate; this holds true for Australia, which sits on its own continental lithosphere and tectonic plate (the Australian plate).
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By contrast, islands are either extensions of the oceanic crust (e.g. volcanic islands), or belong to a continental plate containing a larger landmass; the latter is the case of Greenland, which sits on the North American plate.
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Continental islands are bodies of land that lie on the continental shelf of a continent.[9] Examples are Borneo, Java, Sumatra, Sakhalin, Taiwan and Hainan off Asia; New Guinea, Tasmania, and Kangaroo Island off Australia; Great Britain, Ireland, and Sicily off Europe; Greenland, Newfoundland, Long Island, and Sable Island off North America; and Barbados, the Falkland Islands, and Trinidad off South America.
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A special type of continental island is the microcontinental island, which is created when a continent is rifted. Examples are Madagascar and Socotra off Africa, New Caledonia, New Zealand, and some of the Seychelles.
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|
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+
Another subtype is an island or bar formed by deposition of tiny rocks where water current loses some of its carrying capacity. This includes:
|
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|
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+
Islets are very small islands.
|
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+
|
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Oceanic islands are islands that do not sit on continental shelves. The vast majority are volcanic in origin, such as Saint Helena in the South Atlantic Ocean.[10] The few oceanic islands that are not volcanic are tectonic in origin and arise where plate movements have lifted up the ocean floor above the surface. Examples are Saint Peter and Paul Rocks in the Atlantic Ocean and Macquarie Island in the Pacific.
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|
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One type of volcanic oceanic island is found in a volcanic island arc. These islands arise from volcanoes where the subduction of one plate under another is occurring. Examples are the Aleutian Islands, the Mariana Islands, and most of Tonga in the Pacific Ocean. The only examples in the Atlantic Ocean are some of the Lesser Antilles and the South Sandwich Islands.
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Another type of volcanic oceanic island occurs where an oceanic rift reaches the surface. There are two examples: Iceland, which is the world's second largest volcanic island, and Jan Mayen. Both are in the Atlantic.
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A third type of volcanic oceanic island is formed over volcanic hotspots. A hotspot is more or less stationary relative to the moving tectonic plate above it, so a chain of islands results as the plate drifts. Over long periods of time, this type of island is eventually "drowned" by isostatic adjustment and eroded, becoming a seamount. Plate movement across a hot-spot produces a line of islands oriented in the direction of the plate movement. An example is the Hawaiian Islands, from Hawaii to Kure, which continue beneath the sea surface in a more northerly direction as the Emperor Seamounts. Another chain with similar orientation is the Tuamotu Archipelago; its older, northerly trend is the Line Islands. The southernmost chain is the Austral Islands, with its northerly trending part the atolls in the nation of Tuvalu. Tristan da Cunha is an example of a hotspot volcano in the Atlantic Ocean. Another hotspot in the Atlantic is the island of Surtsey, which was formed in 1963.
|
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|
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An atoll is an island formed from a coral reef that has grown on an eroded and submerged volcanic island. The reef rises to the surface of the water and forms a new island. Atolls are typically ring-shaped with a central lagoon. Examples are the Line Islands in the Pacific and the Maldives in the Indian Ocean.
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|
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Approximately 45,000 tropical islands with an area of at least 5 hectares (12 acres) exist.[11] Examples formed from coral reefs include Maldives, Tonga, Samoa, Nauru, and Polynesia.[11] Granite islands include Seychelles and Tioman and volcanic islands such as Saint Helena.
|
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|
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The socio-economic diversity of tropical islands ranges from the Stone Age societies in the interior of North Sentinel, Madagascar, Borneo, and Papua New Guinea to the high-tech lifestyles of the city-islands of Singapore and Hong Kong.[12]
|
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|
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International tourism is a significant factor in the economy of many tropical islands including Seychelles, Sri Lanka, Mauritius, Réunion, Hawaii, Puerto Rico and the Maldives.
|
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+
|
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Almost all of Earth's islands are natural and have been formed by tectonic forces or volcanic eruptions. However, artificial (man-made) islands also exist, such as the island in Osaka Bay off the Japanese island of Honshu, on which Kansai International Airport is located. Artificial islands can be built using natural materials (e.g., earth, rock, or sand) or artificial ones (e.g., concrete slabs or recycled waste).[13][14] Sometimes natural islands are artificially enlarged, such as Vasilyevsky Island in the Russian city of St. Petersburg, which had its western shore extended westward by some 0.5 km in the construction of the Passenger Port of St. Petersburg.[15]
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|
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Artificial islands are sometimes built on pre-existing "low-tide elevation," a naturally formed area of land which is surrounded by and above water at low tide but submerged at high tide. Legally these are not islands and have no territorial sea of their own.[16]
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|
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Islands portal
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Coordinates: 25°04′S 130°06′W / 25.067°S 130.100°W / -25.067; -130.100
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The Pitcairn Islands (/ˈpɪtkɛərn/;[4] Pitkern: Pitkern Ailen), officially the Pitcairn, Henderson, Ducie and Oeno Islands,[5][6][7][8] are a group of four volcanic islands in the southern Pacific Ocean that form the sole British Overseas Territory in the Pacific Ocean. The four islands—Pitcairn proper, Henderson, Ducie and Oeno—are scattered across several hundred miles of ocean and have a combined land area of about 18 square miles (47 km2). Henderson Island accounts for 86% of the land area, but only Pitcairn Island is inhabited. The nearest places are Mangareva (of French Polynesia) to the west and Easter Island to the east.
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Pitcairn is the least populous national jurisdiction in the world.[9] The Pitcairn Islanders are a biracial ethnic group descended mostly from nine Bounty mutineers and a handful of Tahitian captives, an event that has been retold in many books and films. This history is still apparent in the surnames of many of the islanders. As of 2014, there were approximately 50 permanent inhabitants, originating from four main families.[10]
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The earliest known settlers of the Pitcairn Islands were Polynesians who appear to have lived on Pitcairn and Henderson, and on Mangareva Island 540 kilometres (340 mi) to the northwest, for several centuries. They traded goods and formed social ties among the three islands despite the long canoe voyages between them, which helped the small populations on each island survive despite their limited resources. Eventually, important natural resources were exhausted, inter-island trade broke down and a period of civil war began on Mangareva, causing the small human populations on Henderson and Pitcairn to be cut off and eventually become extinct.
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Although archaeologists believe that Polynesians were living on Pitcairn as late as the 15th century,[citation needed] the islands were uninhabited when they were rediscovered by Europeans.[11]
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Ducie and Henderson Islands were discovered by Portuguese sailor Pedro Fernandes de Queirós, sailing for the Spanish Crown, who arrived on 26 January 1606. He named them La Encarnación ("The Incarnation") and San Juan Bautista ("Saint John the Baptist"), respectively. However, some sources express doubt about exactly which of the islands were visited and named by Queirós, suggesting that La Encarnación may actually have been Henderson Island, and San Juan Bautista may have been Pitcairn Island.[12]
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Pitcairn Island was sighted on 3 July 1767 by the crew of the British sloop HMS Swallow,[contradictory] commanded by Captain Philip Carteret. The island was named after midshipman Robert Pitcairn, a fifteen-year-old crew member who was the first to sight the island. Robert Pitcairn was a son of British Marine Major John Pitcairn, who later was killed at the 1775 Battle of Bunker Hill in the American War of Independence.
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Carteret, who sailed without the newly-invented marine chronometer, charted the island at 25°02′S 133°21′W / 25.033°S 133.350°W / -25.033; -133.350, and although the latitude was reasonably accurate, his recorded longitude was incorrect by about 3°, putting his coordinates 330 km (210 mi) to the west of the actual island. This made Pitcairn difficult to find, as highlighted by the failure of captain James Cook to locate the island in July 1773.[13][14]
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In 1790, nine of the mutineers from the Bounty, along with the native Tahitian men and women who were with them (six men, eleven women, and a baby girl), settled on Pitcairn Island and set fire to the Bounty. The inhabitants of the island were well aware of the Bounty's location, which is still visible underwater in Bounty Bay, but the wreckage gained significant attention in 1957 when documented by National Geographic explorer Luis Marden. Although the settlers survived by farming and fishing, the initial period of settlement was marked by serious tensions among them. Alcoholism, murder, disease and other ills took the lives of most mutineers and Tahitian men. John Adams and Ned Young turned to the scriptures, using the ship's Bible as their guide for a new and peaceful society. Young eventually died of an asthmatic infection.
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Ducie Island was rediscovered in 1791 by Royal Navy captain Edwards aboard HMS Pandora, while searching for the Bounty mutineers. He named it after Francis Reynolds-Moreton, 3rd Baron Ducie, also a captain in the Royal Navy.
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The Pitcairn islanders reported it was not until 27 December 1795 that the first ship since the Bounty was seen from the island, but it did not approach the land and they could not make out the nationality. A second ship appeared in 1801, but made no attempt to communicate with them. A third came sufficiently near to see their house, but did not try to send a boat on shore. Finally, the American sealing ship Topaz, under Mayhew Folger, became the first to visit the island, when the crew spent 10 hours on Pitcairn in February 1808. Whalers subsequently became regular visitors to the island. The last recorded whaler to visit was the James Arnold in 1888.[15]
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A report of Folger's discovery was forwarded to the Admiralty, mentioning the mutineers and giving a more precise location of the island: 25°02′S 130°00′W / 25.033°S 130.000°W / -25.033; -130.000.[16] However, this was not known to Sir Thomas Staines, who commanded a Royal Navy flotilla of two ships, HMS Briton and HMS Tagus, which found the island at 25°04′S 130°25′W / 25.067°S 130.417°W / -25.067; -130.417 (by meridian observation) on 17 September 1814. Staines sent a party ashore and wrote a detailed report for the Admiralty.[17][18][19][20] By that time, only one mutineer, John Adams, remained alive. He was granted amnesty for his part in the mutiny.[17]
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Henderson Island was rediscovered on 17 January 1819 by British Captain James Henderson of the British East India Company ship Hercules. Captain Henry King, sailing on Elizabeth, landed on 2 March to find the king's colours already flying. His crew scratched the name of their ship into a tree. Oeno Island was discovered on 26 January 1824 by American captain George Worth aboard the whaler Oeno.
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In 1832 a Church Missionary Society missionary, Joshua Hill, arrived. He reported that by March 1833, he had founded a Temperance Society to combat drunkenness, a "Maundy Thursday Society", a monthly prayer meeting, a juvenile society, a Peace Society and a school.[21]
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Traditionally, Pitcairn Islanders consider that their islands "officially" became a British colony on 30 November 1838, at the same time becoming one of the first territories to extend voting rights to women. By the mid-1850s, the Pitcairn community was outgrowing the island; its leaders appealed to the British government for assistance, and were offered Norfolk Island. On 3 May 1856, the entire population of 193 people set sail for Norfolk on board the Morayshire, arriving on 8 June after a difficult five-week trip. However, just eighteen months later, seventeen of the Pitcairn Islanders returned to their home island, and another 27 followed five years later.[17]
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HMS Thetis visited Pitcairn Island on 18 April 1881 and "found the people very happy and contented, and in perfect health". At that time the population was 96, an increase of six since the visit of Admiral de Horsey in September 1878. Stores had recently been delivered from friends in England, including two whale-boats and Portland cement, which was used to make the reservoir watertight. HMS Thetis gave the islanders 200 lb (91 kg) of biscuits, 100 lb (45 kg) of candles, and 100 lb of soap and clothing to the value of £31, donated by the ship's company. An American trading ship called Venus had recently bestowed a supply of cotton seed, to provide the islanders with a crop for future trade.[22]
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In 1886, the Seventh-day Adventist layman John Tay visited Pitcairn and persuaded most of the islanders to accept his faith. He returned in 1890 on the missionary schooner Pitcairn with an ordained minister to perform baptisms. Since then, the majority of Pitcairn Islanders have been Adventists.[23]
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The islands of Henderson, Oeno and Ducie were annexed by Britain in 1902: Henderson on 1 July, Oeno on 10 July, and Ducie on 19 December.[24] In 1938, the three islands, along with Pitcairn, were incorporated into a single administrative unit called the "Pitcairn Group of Islands".
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The population peaked at 233 in 1937.[25] It has since decreased owing to emigration, primarily to Australia and New Zealand.[26]
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In 2004, charges were laid against seven men living on Pitcairn and six living abroad. This accounted for nearly a third of the male population. After extensive trials, most of the men were convicted, some with multiple counts of sexual encounters with children.[27] On 25 October 2004, six men were convicted, including Steve Christian, the island's mayor at the time.[28][29][30] In 2004, the islanders had about 20 firearms among them, which they surrendered ahead of the sexual assault trials.[31] After the six men lost their final appeal, the British government set up a prison on the island at Bob's Valley.[32][33] The men began serving their sentences in late 2006. By 2010, all had served their sentences or been granted home detention status.[34]
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In 2010, Pitcairn mayor Mike Warren faced 25 charges of possessing images and videos of child pornography on his computer.[35][36] In 2016 Warren was found guilty of downloading more than 1,000 images and videos of child sexual abuse. Warren began downloading the images some time after the 2004 sexual assault convictions. During the time he downloaded the images, he was working in child protection. Warren was convicted in 2016 of engaging in a "sex chat" with someone he believed was a 15-year-old girl, and sentenced to 20 months imprisonment.[37] In 2018, Her Majesty's Most Honourable Privy Council refused a bid for appeal, saying that Warren's attempt to appeal using constitutional grounds was an abuse of process.[38]
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The Pitcairn Islands form the southeasternmost extension of the geological archipelago of the Tuamotus of French Polynesia, and consist of four islands: Pitcairn Island, Oeno Island (atoll with five islets, one of which is Sandy Island), Henderson Island and Ducie Island (atoll with four islets).
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The Pitcairn Islands were formed by a centre of upwelling magma called the Pitcairn hotspot.
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The only permanently inhabited island, Pitcairn, is accessible only by boat through Bounty Bay. Henderson Island, covering about 86% of the territory's total land area and supporting a rich variety of animals in its nearly inaccessible interior, is also capable of supporting a small human population despite its scarce fresh water, but access is difficult, owing to its outer shores being steep limestone cliffs covered by sharp coral. In 1988, this island was designated as a UNESCO World Heritage site.[39] The other islands are at a distance of more than 100 km (62 mi) and are not habitable.
|
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|
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+
† Includes reef flat and lagoon of the atolls.
|
50 |
+
|
51 |
+
View from the east side of the Pitcairn Islands
|
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+
|
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Satellite photo of the Pitcairn Islands
|
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+
|
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+
Map of the Pitcairn Islands
|
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+
|
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+
View of Bounty Bay
|
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+
|
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+
Pitcairn is located just south of the Tropic of Capricorn and experiences year-round warm weather, with wet summers and drier winters. The rainy season (summer) is from November through to March, when temperatures average 25 to 35 °C (77 to 95 °F) and humidity can exceed 95%. Temperatures in the winter range from 17 to 25 °C (63 to 77 °F).[26]
|
60 |
+
|
61 |
+
About nine plant species are thought to occur only on Pitcairn. These include tapau, formerly an important timber resource, and the giant nehe fern. Some, such as red berry (Coprosma rapensis var. Benefica), are perilously close to extinction.[40] The plant species Glochidion pitcairnense is endemic to Pitcairn and Henderson Islands.[41]
|
62 |
+
|
63 |
+
Between 1937 and 1951, Irving Johnson, skipper of the 29-metre (96 ft) brigantine Yankee Five, introduced five Galápagos giant tortoises to Pitcairn. Turpen, also known as Mr Turpen, or Mr. T, is the sole survivor. Turpen usually lives at Tedside by Western Harbour. A protection order makes it an offence should anyone kill, injure, capture, maim, or cause harm or distress to the tortoise.[42]
|
64 |
+
|
65 |
+
The birds of Pitcairn fall into several groups. These include seabirds, wading birds and a small number of resident land-bird species. Of 20 breeding species, Henderson Island has 16, including the unique flightless Henderson crake; Oeno hosts 12; Ducie 13 and Pitcairn six species. Birds breeding on Pitcairn include the fairy tern, common noddy and red-tailed tropicbird. The Pitcairn reed warbler, known by Pitcairners as a "sparrow", is endemic to Pitcairn Island; formerly common, it was added to the endangered species list in 2008.[43]
|
66 |
+
|
67 |
+
A small population of humpback whales (which has been poorly studied by scientists) migrate to the islands annually, to over-winter and breed.[44]
|
68 |
+
|
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+
The four islands in the Pitcairn group have been identified by BirdLife International as separate Important Bird Areas (IBAs). Pitcairn Island is recognised because it is the only nesting site of the Pitcairn reed warbler. Henderson Island is important for its endemic land-birds as well as its breeding seabirds. Oeno's ornithological significance derives principally from its Murphy's petrel colony. Ducie is important for its colonies of Murphy's, herald and Kermadec petrels, and Christmas shearwaters.[45]
|
70 |
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|
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+
In March 2015 the British government established one of the largest marine protected areas in the world around the Pitcairn Islands. The reserve covers the islands' entire exclusive economic zone—834,334 square kilometres (322,138 sq mi). The intention is to protect some of the world's most pristine ocean habitat from illegal fishing activities. A satellite "watchroom" dubbed Project Eyes on the Seas has been established by the Satellite Applications Catapult and the Pew Charitable Trusts at the Harwell Science and Innovation Campus in Harwell, Oxfordshire to monitor vessel activity and to gather the information needed to prosecute unauthorised trawling.[46][47][48][49]
|
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|
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+
In March 2019 the International Dark-Sky Association approved the Pitcairn Islands as a Dark Sky Sanctuary. The sanctuary encompasses all 4 islands in the Pitcairn Islands Group for a total land area of 43.25 km2.[50]
|
74 |
+
|
75 |
+
The Pitcairn Islands are a British overseas territory with a degree of local government. The Queen of the United Kingdom is represented by a Governor, who also holds office as British High Commissioner to New Zealand and is based in Wellington.[51]
|
76 |
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|
77 |
+
The 2010 constitution gives authority for the islands to operate as a representative democracy, with the United Kingdom retaining responsibility for matters such as defence and foreign affairs. The Governor and the Island Council may enact laws for the "peace, order and good government" of Pitcairn. The Island Council customarily appoints a Mayor of Pitcairn as a day-to-day head of the local administration. There is a Commissioner, appointed by the Governor, who liaises between the Council and the Governor's office.
|
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|
79 |
+
Since 2015, same-sex marriage has been legal on Pitcairn Island, although there are no people on the island known to be in such a relationship.[52]
|
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|
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+
The Pitcairn Islands has the smallest population of any democracy in the world.
|
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|
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+
The United Nations Committee on Decolonization includes the Pitcairn Islands on the United Nations list of Non-Self-Governing Territories.[53]
|
84 |
+
|
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+
The Pitcairn Islands are an overseas territory of the United Kingdom; defence is the responsibility of the Ministry of Defence and Her Majesty's Armed Forces.[26]
|
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+
|
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+
The fertile soil of the Pitcairn valleys, such as Isaac's Valley on the gentle slopes southeast of Adamstown, produces a wide variety of fruits: including bananas (Pitkern: plun), papaya (paw paws), pineapples, mangoes, watermelons, cantaloupes, passionfruit, breadfruit, coconuts, avocadoes, and citrus (including mandarin oranges, grapefruit, lemons and limes). Vegetables include: sweet potatoes (kumura), carrots, sweet corn, tomatoes, taro, yams, peas, and beans. Arrowroot (Maranta arundinacea) and sugarcane are grown and harvested to produce arrowroot flour and molasses, respectively. Pitcairn Island is remarkably productive and its benign climate supports a wide range of tropical and temperate crops.[54] All land allocation for any use including agriculture is under the discretion of the government. If the government deems agricultural production excessive then it may tax the land. If the agricultural land has been deemed not up to the standards of the government it may confiscate and transfer the land without compensation.[55]
|
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+
|
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+
Fish are plentiful in the seas around Pitcairn. Spiny lobster and a large variety of fish are caught for meals and for trading aboard passing ships. Almost every day someone will go fishing, whether it is from the rocks, from a longboat, or diving with a spear gun. There are numerous types of fish around the island. Fish such as nanwee, white fish, moi, and opapa are caught in shallow water, white snapper, big eye, and cod are caught in deep water, and yellow tail and wahoo are caught by trawling.
|
90 |
+
|
91 |
+
Manganese, iron, copper, gold, silver and zinc have been discovered within the exclusive economic zone, which extends 370 km (230 mi) offshore and comprises 880,000 km2 (340,000 sq mi).[56]
|
92 |
+
|
93 |
+
In 1998 the UK's overseas aid agency, the Department for International Development, funded an apiculture programme for Pitcairn which included training for Pitcairn's beekeepers and a detailed analysis of Pitcairn's bees and honey with particular regard to the presence or absence of disease. Pitcairn has one of the best examples of disease-free bee populations anywhere in the world and the honey produced was and remains exceptionally high in quality. Pitcairn bees are also a placid variety and, within a short time, beekeepers are able to work with them wearing minimal protection.[57] As a result, Pitcairn exports honey to New Zealand and to the United Kingdom. In London, Fortnum & Mason sells it and it is a favourite of Queen Elizabeth and Prince Charles.[58] The Pitcairn Islanders, under the "Bounty Products" and "Delectable Bounty" brands, also export dried fruit including bananas, papayas, pineapples, and mangoes to New Zealand.[59] Honey production and all honey-related products are a protected monopoly.[60] All funds and management are under the supervision and discretion of the government.[61][62]
|
94 |
+
|
95 |
+
Cuisine is not very developed, because of Pitcairn's tiny population. The most traditional meal is pota, mash from palm leaves and coconut.[63] Domestic tropical plants are abundantly used. These include: basil, breadfruit, sugar cane, coconut, bananas and beans. Meat courses consist mainly of fish and beef. Given that most of the population's ancestry is from the UK, the cuisine is influenced by British cuisine; for example, the meat pie.[64]
|
96 |
+
|
97 |
+
The cuisine of Norfolk Island is very similar to that of the Pitcairn Islands, as Norfolk Islanders trace their origins to Pitcairn. The local cuisine is a blend of British cuisine and Tahitian cuisine.[65][66]
|
98 |
+
|
99 |
+
Recipes from Norfolk Island of Pitcairn origin include mudda (green banana dumplings) and kumara pilhi.[67][68] The island's cuisine also includes foods not found on Pitcairn, such as chopped salads and fruit pies.[69]
|
100 |
+
|
101 |
+
Tourism plays a major role on Pitcairn. Tourism is the focus for building the economy. It focuses on small groups coming by charter vessel and staying at "home stays". About ten times a year, passengers from expedition-type cruise ships come ashore for a day, weather permitting.[70][71] As of 2019, the government has been operating the MV Silver Supporter as the island's only dedicated passenger/cargo vessel, providing adventure tourism holidays to Pitcairn every week. Tourists stay with local families and experience the island's culture while contributing to the local economy. Providing accommodation is a growing source of revenue, and some families have invested in private self-contained units adjacent to their homes for tourists to rent.
|
102 |
+
|
103 |
+
Entry requirements for short stays, up to 14 days, which do not require a visa, and for longer stays, that do require prior clearance, are explained in official documents.[72][73] All persons under 16 years of age require prior clearance before landing, irrespective of the length of stay.[74]
|
104 |
+
|
105 |
+
The Pitcairners are involved in creating crafts and curios (made out of wood from Henderson). Typical woodcarvings include sharks, fish, whales, dolphins, turtles, vases, birds, walking sticks, book boxes, and models of the Bounty. Miro (Thespesia populnea), a dark and durable wood, is preferred for carving. Islanders also produce tapa cloth and painted Hattie leaves.[75] The major sources of revenue[when?] have been the sale of coins and postage stamps to collectors, .pn domain names, and the sale of handicrafts to passing ships, most of which are on the United Kingdom to New Zealand route via the Panama Canal.[76] The flow of funds from these revenue sources are from customer to the government to the Pitcairners.[62] The government holds a monopoly over "any article of whatsoever nature made, manufactured, prepared for sale or produced by any of the inhabitants of Pitcairn Island".[61]
|
106 |
+
|
107 |
+
Diesel generators provide the island with electricity from 7 am to 10 pm. A wind power plant was planned to be installed to help reduce the high cost of power generation associated with the import of diesel, but was cancelled in 2013 after a project overrun of three years and a cost of £250,000.[citation needed]
|
108 |
+
|
109 |
+
The only qualified high-voltage electrician on Pitcairn, who manages the electricity grid, reached the age of 67 in 2020.[10]
|
110 |
+
|
111 |
+
The islands have suffered a substantial population decline since 1940, and the viability of the island's community is in doubt (see § Potential extinction, below). The government has tried to attract migrants. However, these initiatives have not been effective.[77]
|
112 |
+
|
113 |
+
Only two children were born on Pitcairn in the 21 years prior to 2012.[78] In 2005, Shirley and Simon Young became the first married outsider couple in history to obtain citizenship on Pitcairn.[79]
|
114 |
+
|
115 |
+
Most resident Pitcairn Islanders are descendants of the Bounty mutineers and Tahitians (or other Polynesians). Pitkern is a creole language derived from 18th-century English, with elements of the Tahitian language.[26][39] It is spoken as a first language by the population and is taught alongside English at the island's only school. It is closely related to the creole language Norfuk, spoken on Norfolk Island, because Norfolk was repopulated in the mid-19th century by Pitcairners.
|
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+
|
117 |
+
The only church building on the island is Seventh-day Adventist.[26] The Seventh-day Adventist Church is not a state religion, as no laws concerning its establishment were passed by the local government. A successful Seventh-day Adventist mission in the 1890s was important in shaping Pitcairn society. In recent years, the church population has declined, and as of 2000[update], eight of the then forty islanders attended services regularly,[80] but most attend church on special occasions. From Friday at sunset until Saturday at sunset, Pitcairners observe a day of rest in observance of the Sabbath, or as a mark of respect for observant Adventists.
|
118 |
+
|
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+
The church was built in 1954 and is run by the Church board and resident pastor, who usually serves a two-year term. The Sabbath School meets at 10 am on Saturday mornings, and is followed by Divine Service an hour later. On Tuesday evenings, there is another service in the form of a prayer meeting.
|
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+
|
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+
Education is free and compulsory between the ages of five and fifteen.[81] Children up to the age of 12 are taught at Pulau School, while children of 13 and over attend secondary school in New Zealand, or are educated via correspondence school.[82]
|
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+
|
123 |
+
The island's children have produced a book in Pitkern and English called Mi Bas Side orn Pitcairn or My Favourite Place on Pitcairn.
|
124 |
+
|
125 |
+
The school at Pitcairn, Pulau School, provides pre-school and primary education based on the New Zealand syllabus. The teacher is appointed by the governor from suitable qualified applicants who are registered in New Zealand as teachers. The government officially took responsibility for education in 1958; the Seventh-day Adventist Church had done so from the 1890s until 1958. There were ten students in 1999; enrollment was previously 20 in the early 1950s, 28 in 1959, and 36 in 1962. The Pulau School has a residence for teachers built in 2004; there was a previous such facility built in 1950.[81]
|
126 |
+
|
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+
Pitcairn's population has significantly decreased since its peak of over 200 in the 1930s, to only around fifty permanent residents today (2012–2018).[83][84]
|
128 |
+
|
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+
As of July 2014[update], the total resident population of the Pitcairn Islands was 56, including the six temporary residents: an administrator, a doctor, a police officer, and their spouses.[85] However, the actual permanent resident population was only 49 Pitcairners spread across 23 households.[10] It is, however, rare for all 49 residents to be on-island at the same time; it is common for several residents to be off-island for varying lengths of time visiting family, for medical reasons, or to attend international conferences. As of November 2013[update], for instance, seven residents were off-island.[10] A diaspora survey projected that by 2045, if nothing were done, only three people of working age would be left on the island, with the rest being very old. In addition, the survey revealed that residents who had left the island over the past decades showed little interest in coming back. Of the hundreds of emigrants contacted, only 33 were willing to participate in the survey and just three expressed a desire to return.
|
130 |
+
|
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+
As of 2014[update], the labour force consisted of 31 able-bodied persons: 17 males and 14 females between 18 and 64 years of age. Of the 31, just seven are younger than 40, but 18 are over the age of 50.[10] Most of the men undertake the more strenuous physical tasks on the island such as crewing the longboats, cargo handling, and the operation and maintenance of physical assets. Longboat crew retirement age is 58. There were then 12 men aged between 18 and 58 residing on Pitcairn. Each longboat requires a minimum crew of three; of the four longboat coxswains, two were in their late 50s.[10]
|
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|
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+
The Pitcairn government's attempts to attract migrants have been unsuccessful. Since 2013, some 700 make inquiries each year, but so far, not a single formal settlement application has been received.[10][77] The migrants are prohibited from taking local jobs or claiming benefits for a certain length of time, even those with children.[86] The migrants are expected to have at least NZ$30,000 per person in savings and are expected to build their own house at average cost of NZ$140,000.[87][88] It is also possible to bring off-island builders at an additional cost of between NZ$23,000 and NZ$28,000.[88] The average annual cost of living on the island is NZ$9,464.[87] There is, however, no assurance of the migrant's right to remain on Pitcairn; after their first two years, the council must review and reapprove the migrant's status.[89] The migrants are also required to take part in the unpaid public work to keep the island in order such as maintaining the island's numerous roads and paths, building roads, navigating the island longboats, and cleaning public toilets.[90] There are also restrictions on bringing children under the age of 16 to the island.[35][91]
|
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+
|
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+
Freight from Tauranga to Pitcairn on the MV Claymore II (Pitcairn Island's dedicated passenger and cargo ship chartered by the Pitcairn government) is charged at NZ$350/m3 for Pitcairners and NZ$1,000/m3 for all other freight.[92] Additionally, Pitcairners are charged NZ$3,000 for a one-way trip; others are charged NZ$5,000.[10]
|
136 |
+
|
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+
In 2014[update], the government's Pitcairn Islands Economic Report stated that "[no one] will migrate to Pitcairn Islands for economic reasons as there are limited government jobs, a lack of private sector employment, as well as considerable competition for the tourism dollar". The Pitcairners take turns to accommodate those few tourists who occasionally visit the island.[10]
|
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+
|
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+
As the island remains a British Overseas Territory, the British government will at some stage be required to make a decision about the island's future.[93][94]
|
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+
|
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+
The once-strict moral codes, which prohibited dancing, public displays of affection, smoking, and consumption of alcohol, have been relaxed. Islanders and visitors no longer require a six-month licence to purchase, import, and consume alcohol.[95] There is now one licensed café and bar on the island, and the government store sells alcohol and cigarettes.
|
142 |
+
|
143 |
+
Fishing and swimming are two popular recreational activities. A birthday celebration or the arrival of a ship or yacht will involve the entire Pitcairn community in a public dinner in the Square, Adamstown. Tables are covered in a variety of foods, including fish, meat, chicken, pilhi, baked rice, boiled plun (banana), breadfruit, vegetable dishes, an assortment of pies, bread, breadsticks, an array of desserts, pineapple, and watermelon.
|
144 |
+
|
145 |
+
Paid employees maintain the island's numerous roads and paths. As of 2011[update], the island had a labour force of over 35 men and women.[26]
|
146 |
+
|
147 |
+
Bounty Day is an annual public holiday celebrated on Pitcairn on 23 January[96] to commemorate the day in 1790 when the mutineers arrived on the island in HMS Bounty.
|
148 |
+
|
149 |
+
Pitcairn uses New Zealand's international calling code, +64. It is still on the manual telephone system.
|
150 |
+
|
151 |
+
There is no broadcast station. Marine band walkie-talkie radios are used to maintain contact among people in different areas of the island. Foreign stations can be picked up on shortwave radio.
|
152 |
+
|
153 |
+
Callsign website QRZ.COM lists six amateur radio operators on the island, using the ITU prefix (assigned through the UK) of VP6, two of whom have a second VR6 callsign. However, two of these 6 are listed by QRZ.COM as deceased, while others are no longer active. Pitcairn Island has one callsign allocated to its Club Station, VP6PAC.
|
154 |
+
|
155 |
+
QRZ.COM lists 29 VP6 callsigns being allocated in total, 20 of them to off-islanders. Of these, five were allocated to temporary residents and ten to individuals visiting. The rest were assigned to the DX-peditions to Pitcairn, one of which took place in 2012[update].[98] In 2008, a major DX-pedition visited Ducie Island.[99] In 2018, another major DX-pedition visited Ducie Island.[100]
|
156 |
+
|
157 |
+
Pitcairn can receive a number of television channels but only has capacity to broadcast two channels to houses at any one time. The channels are currently switched on a regular basis.[101]
|
158 |
+
|
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+
There is one government-sponsored satellite Internet connection, with networking provided to the inhabitants of the island. Pitcairn's country code top-level domain is .pn. Residents pay NZ$50 (about £26) for 25 GB of data per month.[102] In 2012, a single 1 Mbit/s link installed provided the islanders with an Internet connection, the 1 Mbit/s was shared across all families on the island. By December 2017, the British Government implemented a 4G LTE mobile network in Adamstown with shared speeds of 5 Mbit/s across all islanders.[103]
|
160 |
+
|
161 |
+
All settlers of the Pitcairn Islands arrived by boat or ship. Pitcairn Island does not have an airport, airstrip or seaport; the islanders rely on longboats to ferry people and goods between visiting ships and shore through Bounty Bay.[70] Access to the rest of the shoreline is restricted by jagged rocks. The island has one shallow harbour with a launch ramp accessible only by small longboats.[104]
|
162 |
+
|
163 |
+
A dedicated passenger and cargo supply ship chartered by the Pitcairn Island government, the MV Claymore II, was until 2018 the principal transport from Mangareva in the Gambier Islands of French Polynesia. The supply ship was replaced in 2019 by MV Silver Supporter.
|
164 |
+
|
165 |
+
Totegegie Airport in Mangareva can be reached by air from the French Polynesian capital Papeete.[105]
|
166 |
+
|
167 |
+
There is one 6.4-kilometre (4 mi) paved road leading up from Bounty Bay through Adamstown.
|
168 |
+
|
169 |
+
The main modes of transport on Pitcairn Islands are by four-wheel drive quad bikes and on foot.[70] Much of the road and track network and some of the footpaths of Pitcairn Island are viewable on Google's Street View.[106][107]
|
170 |
+
|
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+
Bounty Bay in the 1970s
|
172 |
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|
173 |
+
Henderson Island shelter
|
174 |
+
|
175 |
+
Oeno
|
176 |
+
|
177 |
+
St. Paul's Point in west Pitcairn Islands
|
178 |
+
|
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+
Garnets Ridge, Pitcairn Island
|
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|
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Culture:Anglosphere
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en/2684.html.txt
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1 |
+
Coordinates: 24°15′N 76°00′W / 24.250°N 76.000°W / 24.250; -76.000
|
2 |
+
|
3 |
+
The Bahamas (/bəˈhɑːməz/ (listen)), known officially as the Commonwealth of The Bahamas,[11] is a country within the Lucayan Archipelago of the West Indies in the Caribbean. It takes up 97% of the Lucayan Archipelago's land area and is home to 88% of the archipelago's population. The archipelagic state consists of fewer than 700 islands, cays, and islets in the Atlantic Ocean, and is located north of Cuba and Hispaniola Island (Haiti and the Dominican Republic), northwest of the Turks and Caicos Islands, southeast of the US state of Florida, and east of the Florida Keys. The capital is Nassau on the island of New Providence. The Royal Bahamas Defence Force describes The Bahamas' territory as encompassing 470,000 km2 (180,000 sq mi) of ocean space.
|
4 |
+
|
5 |
+
The Bahamas were inhabited by the Lucayans, a branch of the Arawakan-speaking Taíno people, for many centuries.[12] Columbus was the first European to see the islands, making his first landfall in the 'New World' in 1492. Later, the Spanish shipped the native Lucayans to slavery on Hispaniola, after which the Bahama islands were mostly deserted from 1513 until 1648, when English colonists from Bermuda settled on the island of Eleuthera.
|
6 |
+
|
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The Bahamas became a British crown colony in 1718, when the British clamped down on piracy. After the American Revolutionary War, the Crown resettled thousands of American Loyalists to The Bahamas; they took their slaves with them and established plantations on land grants. African slaves and their descendants constituted the majority of the population from this period on. The slave trade was abolished by the British in 1807; slavery in The Bahamas was abolished in 1834. Subsequently, The Bahamas became a haven for freed African slaves. Africans liberated from illegal slave ships were resettled on the islands by the Royal Navy, while some North American slaves and Seminoles escaped to The Bahamas from Florida. Bahamians were even known to recognise the freedom of slaves carried by the ships of other nations which reached The Bahamas. Today Afro-Bahamians make up 90% of the population of 332,634.[12]
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The country gained governmental independence in 1973 led by Sir Lynden O. Pindling, with Elizabeth II as its queen.[12] In terms of gross domestic product per capita, The Bahamas is one of the richest countries in the Americas (following the United States and Canada), with an economy based on tourism and offshore finance.[13]
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The name Bahamas is most likely derived from either the Taíno ba ha ma ("big upper middle land"), which was a term for the region used by the indigenous people,[14] or possibly from the Spanish baja mar ("shallow water or sea" or "low tide") reflecting the shallow waters of the area. Alternatively, it may originate from Guanahani, a local name of unclear meaning.[15]
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The word The constitutes an integral part of the short form of the name and is, therefore, capitalised.[citation needed] The Constitution of the Commonwealth of The Bahamas, the country's fundamental law, capitalises the "T" in "The Bahamas".[16]
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The first inhabitants of The Bahamas were the Taino people, who moved into the uninhabited southern islands from Hispaniola and Cuba around the 800s–1000s AD, having migrated there from South America; they came to be known as the Lucayan people.[17] An estimated 30,000 Lucayans inhabited The Bahamas at the time of Christopher Columbus's arrival in 1492.[18]
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Columbus's first landfall in what was to Europeans a 'New World' was on an island he named San Salvador (known to the Lucayans as Guanahani). Whilst there is a general consensus that this island lay within The Bahamas, precisely which island Columbus landed on is a matter of scholarly debate. Some researchers believe the site to be present-day San Salvador Island (formerly known as Watling's Island), situated in the southeastern Bahamas, whilst an alternative theory holds that Columbus landed to the southeast on Samana Cay, according to calculations made in 1986 by National Geographic writer and editor Joseph Judge, based on Columbus's log. On the landfall island, Columbus made first contact with the Lucayans and exchanged goods with them, claiming the islands for the Crown of Castile, before proceeding to explore the larger isles of the Greater Antilles.[17]
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The 1494 Treaty of Tordesillas theoretically divided the new territories between the Kingdom of Castile and the Kingdom of Portugal, placing The Bahamas in the Spanish sphere; however they did little to press their claim on the ground. The Spanish did however make use of the native Lucayan peoples, many of whom were enslaved and sent to Hispaniola for use as forced labour.[17] The slaves suffered from harsh conditions and most died from contracting diseases to which they had no immunity; half of the Taino died from smallpox alone.[20] As a result of these depredations the population of The Bahamas was severely diminished.[21]
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The English had expressed an interest in The Bahamas as early as 1629. However, it was not until 1648 that the first English settlers arrived on the islands. Known as the Eleutherian Adventurers and led by William Sayle, they migrated to Bermuda seeking greater religious freedom. These English Puritans established the first permanent European settlement on an island which they named 'Eleuthera', Greek for 'freedom'. They later settled New Providence, naming it Sayle's Island. Life proved harder than envisaged however, and many – including Sayle – chose to return to Bermuda.[17] To survive, the remaining settlers salvaged goods from wrecks.
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In 1670, King Charles II granted the islands to the Lords Proprietors of the Carolinas in North America. They rented the islands from the king with rights of trading, tax, appointing governors, and administering the country from their base on New Providence.[22][17] Piracy and attacks from hostile foreign powers were a constant threat. In 1684, Spanish corsair Juan de Alcon raided the capital Charles Town (later renamed Nassau),[23] and in 1703, a joint Franco-Spanish expedition briefly occupied Nassau during the War of the Spanish Succession.[24][25]
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During proprietary rule, The Bahamas became a haven for pirates, including Blackbeard (circa 1680–1718).[26] To put an end to the 'Pirates' republic' and restore orderly government, Great Britain made The Bahamas a crown colony in 1718 under the royal governorship of Woodes Rogers.[17] After a difficult struggle, he succeeded in suppressing piracy.[27] In 1720, the Spanish attacked Nassau during the War of the Quadruple Alliance. In 1729, a local assembly was established giving a degree of self-governance for the English settlers.[17][28] The reforms had been planned by the previous Governor George Phenney and authorised in July 1728.[29]
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During the American War of Independence in the late 18th century, the islands became a target for US naval forces. Under the command of Commodore Esek Hopkins; US Marines, the US Navy occupied Nassau in 1776, before being evacuated a few days later. In 1782 a Spanish fleet appeared off the coast of Nassau, and the city surrendered without a fight. Spain returned possession of The Bahamas to Great Britain the following year, under the terms of the Treaty of Paris. Before the news was received however, the islands were recaptured by a small British force led by Andrew Deveaux.[17]
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After US independence, the British resettled some 7,300 Loyalists with their African slaves in The Bahamas, including 2,000 from New York[30] and at least 1,033 whites, 2,214 blacks and a few Native American Creeks from East Florida. Most of the refugees resettled from New York had fled from other colonies, including West Florida, which the Spanish captured during the war.[31] The government granted land to the planters to help compensate for losses on the continent. These Loyalists, who included Deveaux and also Lord Dunmore, established plantations on several islands and became a political force in the capital.[17] European Americans were outnumbered by the African-American slaves they brought with them, and ethnic Europeans remained a minority in the territory.[citation needed]
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In 1807, the British abolished the slave trade.[17] During the following decades, the Royal Navy intercepted the trade. They resettled in The Bahamas thousands of Africans liberated from slave ships.
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In the 1820s during the period of the Seminole Wars in Florida, hundreds of North American slaves and African Seminoles escaped from Cape Florida to The Bahamas. They settled mostly on northwest Andros Island, where they developed the village of Red Bays. From eyewitness accounts, 300 escaped in a mass flight in 1823, aided by Bahamians in 27 sloops, with others using canoes for the journey. This was commemorated in 2004 by a large sign at Bill Baggs Cape Florida State Park.[32][33] Some of their descendants in Red Bays continue African Seminole traditions in basket making and grave marking.[34]
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In 1818,[35] the Home Office in London had ruled that "any slave brought to The Bahamas from outside the British West Indies would be manumitted." This led to a total of nearly 300 slaves owned by US nationals being freed from 1830 to 1835.[36] The American slave ships Comet and Encomium used in the United States domestic coastwise slave trade, were wrecked off Abaco Island in December 1830 and February 1834, respectively. When wreckers took the masters, passengers and slaves into Nassau, customs officers seized the slaves and British colonial officials freed them, over the protests of the Americans. There were 165 slaves on the Comet and 48 on the Encomium. The United Kingdom finally paid an indemnity to the United States in those two cases in 1855, under the Treaty of Claims of 1853, which settled several compensation cases between the two countries.[37][38]
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Slavery was abolished in the British Empire on 1 August 1834.[17] After that British colonial officials freed 78 North American slaves from the Enterprise, which went into Bermuda in 1835; and 38 from the Hermosa, which wrecked off Abaco Island in 1840.[39] The most notable case was that of the Creole in 1841: as a result of a slave revolt on board, the leaders ordered the US brig to Nassau. It was carrying 135 slaves from Virginia destined for sale in New Orleans. The Bahamian officials freed the 128 slaves who chose to stay in the islands. The Creole case has been described as the "most successful slave revolt in U.S. history".[40]
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These incidents, in which a total of 447 slaves belonging to US nationals were freed from 1830 to 1842, increased tension between the United States and the United Kingdom. They had been co-operating in patrols to suppress the international slave trade. However, worried about the stability of its large domestic slave trade and its value, the United States argued that the United Kingdom should not treat its domestic ships that came to its colonial ports under duress as part of the international trade.[citation needed] The United States worried that the success of the Creole slaves in gaining freedom would encourage more slave revolts on merchant ships.[citation needed]
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During the American Civil War of the 1860s, the islands briefly prospered as a focus for blockade runners aiding the Confederate States.[41][42]
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The early decades of the 20th century were ones of hardship for many Bahamians, characterised by a stagnant economy and widespread poverty. Many eked out a living via subsistence agriculture or fishing.[17]
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In August 1940, the Duke of Windsor was appointed Governor of The Bahamas. He arrived in the colony with his wife. Although disheartened at the condition of Government House, they "tried to make the best of a bad situation".[43] He did not enjoy the position, and referred to the islands as "a third-class British colony".[44] He opened the small local parliament on 29 October 1940. The couple visited the "Out Islands" that November, on Axel Wenner-Gren's yacht, which caused controversy;[45] the British Foreign Office strenuously objected because they had been advised by United States intelligence that Wenner-Gren was a close friend of the Luftwaffe commander Hermann Göring of Nazi Germany.[45][46]
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The Duke was praised at the time for his efforts to combat poverty on the islands. A 1991 biography by Philip Ziegler, however, described him as contemptuous of the Bahamians and other non-European peoples of the Empire. He was praised for his resolution of civil unrest over low wages in Nassau in June 1942, when there was a "full-scale riot".[47] Ziegler said that the Duke blamed the trouble on "mischief makers – communists" and "men of Central European Jewish descent, who had secured jobs as a pretext for obtaining a deferment of draft".[48] The Duke resigned from the post on 16 March 1945.[49][50]
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Modern political development began after the Second World War. The first political parties were formed in the 1950s, split broadly along ethnic lines – the United Bahamian Party (UBP) representing the English-descended Bahamians (known informally as the 'Bay Street Boys'),[51] and the Progressive Liberal Party (PLP) representing the Afro-Bahamian majority.[17]
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A new constitution granting The Bahamas internal autonomy went into effect on 7 January 1964, with Chief Minister Sir Roland Symonette of the UBP becoming the first Premier.[52]:p.73[53] In 1967, Lynden Pindling of the PLP became the first black Premier of the Bahamian colony; in 1968, the title of the position was changed to Prime Minister. In 1968, Pindling announced that The Bahamas would seek full independence.[54] A new constitution giving The Bahamas increased control over its own affairs was adopted in 1968.[55] In 1971, the UBP merged with a disaffected faction of the PLP to form a new party, the Free National Movement (FNM), a de-racialised, centre-right party which aimed to counter the growing power of Pindling's PLP.[56]
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The British House of Lords voted to give The Bahamas its independence on 22 June 1973.[57] Prince Charles delivered the official documents to Prime Minister Lynden Pindling, officially declaring The Bahamas a fully independent nation on 10 July 1973,[58] and this date is now celebrated as the country's Independence Day.[59] It joined the Commonwealth of Nations on the same day.[60] Sir Milo Butler was appointed the first governor-general of The Bahamas (the official representative of Queen Elizabeth II) shortly after independence.[61]
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Shortly after independence, The Bahamas joined the International Monetary Fund and the World Bank on 22 August 1973,[62] and later the United Nations on 18 September 1973.[63]
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Politically, the first two decades were dominated by Pindling's PLP, who went on to win a string of electoral victories. Allegations of corruption, links with drug cartels and financial malfeasance within the Bahamian government failed to dent Pindling's popularity. Meanwhile, the economy underwent a dramatic growth period fueled by the twin pillars of tourism and offshore finance, significantly raising the standard of living on the islands. The Bahamas' booming economy led to it becoming a beacon for immigrants, most notably from Haiti.[17]
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In 1992, Pindling was unseated by Hubert Ingraham of the FNM.[52]:p.78 Ingraham went on to win the 1997 Bahamian general election, before being defeated in 2002, when the PLP returned to power under Perry Christie.[52]:p.82 Ingraham returned to power from 2007–2012, followed by Christie again from 2012–17. With economic growth faltering, Bahamians re-elected the FNM in 2017, with Hubert Minnis becoming the fourth prime minister.[17]
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In September 2019, Hurricane Dorian struck the Abaco Islands and Grand Bahama at Category 5 intensity, devastating the northwestern Bahamas. The storm inflicted at least US$7 billion in damages and killed more than 50 people,[64][65] with 1,300 people still missing.[66]
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The Bahamas consists of a chain of islands spread out over some 800 kilometres (500 mi) in the Atlantic Ocean, located to the east of Florida in the United States, north of Cuba and Hispaniola and west of the British Overseas Territory of the Turks and Caicos Islands (with which it forms the Lucayan archipelago). It lies between latitudes 20° and 28°N, and longitudes 72° and 80°W and straddles the Tropic of Cancer.[12] There are some 700 islands and cays in total (of which 30 are inhabited) with a total land area of 10,010 km2 (3,860 sq mi).[12][17]
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Nassau, capital city of The Bahamas, lies on the island of New Providence; the other main inhabited islands are Grand Bahama, Eleuthera, Cat Island, Rum Cay, Long Island, San Salvador Island, Ragged Island, Acklins, Crooked Island, Exuma, Berry Islands, Mayaguana, the Bimini islands, Great Abaco and Great Inagua. The largest island is Andros.[17]
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All the islands are low and flat, with ridges that usually rise no more than 15 to 20 m (49 to 66 ft). The highest point in the country is Mount Alvernia (formerly Como Hill) on Cat Island at 64 m (210 ft).[12]
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According to the Köppen climate classification, the climate of The Bahamas is mostly tropical savannah climate or Aw, with a hot and wet season and a warm and dry season. The low latitude, warm tropical Gulf Stream, and low elevation give The Bahamas a warm and winterless climate.[67]
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As with most tropical climates, seasonal rainfall follows the sun, and summer is the wettest season. There is only a 7 °C (13 °F) difference between the warmest month and coolest month in most of the Bahama islands. Every few decades low temperatures can fall below 10 °C (50 °F) for a few hours when a severe cold outbreak comes down from the North American mainland, however there has never been a frost or freeze recorded in the Bahama islands. Only once in recorded history has snow been seen in the air anywhere in The Bahamas, this occurred in Freeport on 19 January 1977, when snow mixed with rain was seen in the air for a short time.[68] The Bahamas are often sunny and dry for long periods of time, and average more than 3,000 hours or 340 days of sunlight annually. Much of the natural vegetation is tropical scrub and cactus and succulents are common in landscapes.[69]
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Tropical storms and hurricanes occasionally impact The Bahamas. In 1992, Hurricane Andrew passed over the northern portions of the islands, and Hurricane Floyd passed near the eastern portions of the islands in 1999. Hurricane Dorian of 2019 passed over the archipelago at destructive Category 5 strength with sustained winds of 298 km/h (185 mph) and wind gusts up to 350 km/h (220 mph), becoming the strongest tropical cyclone on record to impact the northwestern islands of Grand Bahama and Great Abaco.[70]
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The Bahamas is part of the Lucayan Archipelago, which continues into the Turks and Caicos Islands, the Mouchoir Bank, the Silver Bank, and the Navidad Bank.[73]
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The Bahamas Platform, which includes The Bahamas, Southern Florida, Northern Cuba, the Turks and Caicos, and the Blake Plateau, formed about 150 Ma, not long after the formation of the North Atlantic. The 6.4 km (4.0 mi) thick limestones, which predominate in The Bahamas, date back to the Cretaceous. These limestones would have been deposited in shallow seas, assumed to be a stretched and thinned portion of the North American continental crust. Sediments were forming at about the same rate as the crust below was sinking due to the added weight. Thus, the entire area consisted of a large marine plain with some islands. Then, at about 80 Ma, the area became flooded by the Gulf Stream. This resulted in the drowning of the Blake Plateau, the separation of The Bahamas from Cuba and Florida, the separation of the southeastern Bahamas into separate banks, the creation of the Cay Sal Bank, plus the Little and Great Bahama Banks. Sedimentation from the "carbonate factory" of each bank, or atoll, continues today at the rate of about 20 mm (0.79 in) per kyr. Coral reefs form the "retaining walls" of these atolls, within which oolites and pellets form.[74]
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Coral growth was greater through the Tertiary, until the start of the ice ages, and hence those deposits are more abundant below a depth of 36 m (118 ft). In fact, an ancient extinct reef exists half a km seaward of the present one, 30 m (98 ft) below sea level. Oolites form when oceanic water penetrate the shallow banks, increasing the temperature about 3 °C (5.4 °F) and the salinity by 0.5 per cent. Cemented ooids are referred to as grapestone. Additionally, giant stromatolites are found off the Exuma Cays.[74]:22,29–30
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Sea level changes resulted in a drop in sea level, causing wind blown oolite to form sand dunes with distinct cross-bedding. Overlapping dunes form oolitic ridges, which become rapidly lithified through the action of rainwater, called eolianite. Most islands have ridges ranging from 30 to 45 m (98 to 148 ft), though Cat Island has a ridge 60 m (200 ft) in height. The land between ridges is conducive to the formation of lakes and swamps.[74]:41–59,61–64
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Solution weathering of the limestone results in a "Bahamian Karst" topography. This includes potholes, blue holes such as Dean's Blue Hole, sinkholes, beachrock such as the Bimini Road ("pavements of Atlantis"), limestone crust, caves due to the lack of rivers, and sea caves. Several blue holes are aligned along the South Andros Fault line. Tidal flats and tidal creeks are common, but the more impressive drainage patterns are formed by troughs and canyons such as Great Bahama Canyon with the evidence of turbidity currents and turbidite deposition.[74]:33–40,65,72–84,86
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The stratigraphy of the islands consists of the Middle Pleistocene Owl's Hole Formation, overlain by the Late Pleistocene Grotto Beach Formation, and then the Holocene Rice Bay Formation. However, these units are not necessarily stacked on top of each other but can be located laterally. The oldest formation, Owl's Hole, is capped by a terra rosa paleosoil, as is the Grotto Beach, unless eroded. The Grotto Beach Formation is the most widespread.[73]
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The Bahamas is a parliamentary constitutional monarchy, with the queen of the Bahamas (Elizabeth II) as head of state represented locally by a governor-general.[12] Political and legal traditions closely follow those of the United Kingdom and the Westminster system.[17] The Bahamas is a member of the Commonwealth of Nations and shares its head of state with other Commonwealth realms.[citation needed]
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The prime minister is the head of government and is the leader of the party with the most seats in the House of Assembly.[12][17] Executive power is exercised by the Cabinet, selected by the prime minister and drawn from his supporters in the House of Assembly. The current governor-general is The Honourable Cornelius A. Smith, and the current prime minister is The Rt. Hon. Hubert Minnis MP.[12]
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Legislative power is vested In a bicameral parliament, which consists of a 38-member House of Assembly (the lower house), with members elected from single-member districts, and a 16-member Senate, with members appointed by the governor-general, including nine on the advice of the Prime Minister, four on the advice of the leader of Her Majesty's Loyal Opposition, and three on the advice of the prime minister after consultation with the Leader of the Opposition. As under the Westminster system, the prime minister may dissolve Parliament and call a general election at any time within a five-year term.[75]
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Constitutional safeguards include freedom of speech, press, worship, movement and association. The Judiciary of the Bahamas is independent of the executive and the legislature. Jurisprudence is based on English law.[12]
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The Bahamas has a two-party system dominated by the centre-left Progressive Liberal Party and the centre-right Free National Movement. A handful of other political parties have been unable to win election to parliament; these have included the Bahamas Democratic Movement, the Coalition for Democratic Reform, Bahamian Nationalist Party and the Democratic National Alliance.[citation needed]
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The Bahamas has strong bilateral relationships with the United States and the United Kingdom, represented by an ambassador in Washington and High Commissioner in London. The Bahamas also associates closely with other nations of the Caribbean Community (CARICOM).[citation needed]
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The Bahamanian military is the Royal Bahamas Defence Force (RBDF),[12] the navy of The Bahamas which includes a land unit called Commando Squadron (Regiment) and an Air Wing (Air Force). Under the Defence Act, the RBDF has been mandated, in the name of the queen, to defend The Bahamas, protect its territorial integrity, patrol its waters, provide assistance and relief in times of disaster, maintain order in conjunction with the law enforcement agencies of The Bahamas, and carry out any such duties as determined by the National Security Council. The Defence Force is also a member of the Caribbean Community (CARICOM)'s Regional Security Task Force.[citation needed]
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The RBDF came into existence on 31 March 1980. Its duties include defending The Bahamas, stopping drug smuggling, illegal immigration and poaching, and providing assistance to mariners. The Defence Force has a fleet of 26 coastal and inshore patrol craft along with 3 aircraft and over 1,100 personnel including 65 officers and 74 women.[citation needed]
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The districts of The Bahamas provide a system of local government everywhere except New Providence (which holds 70 percent of the national population), whose affairs are handled directly by the central government. In 1996, the Bahamian Parliament passed the "Local Government Act" to facilitate the establishment of family island administrators, local government districts, local district councillors and local town committees for the various island communities. The overall goal of this act is to allow the various elected leaders to govern and oversee the affairs of their respective districts without the interference of the central government. In total, there are 32 districts, with elections being held every five years. There are 110 councillors and 281 town committee members elected to represent the various districts.[76]
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Each councillor or town committee member is responsible for the proper use of public funds for the maintenance and development of their constituency.[citation needed]
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The districts other than New Providence are:[citation needed]
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The Bahamian flag was adopted in 1973. Its colours symbolise the strength of the Bahamian people; its design reflects aspects of the natural environment (sun and sea) and economic and social development.[12] The flag is a black equilateral triangle against the mast, superimposed on a horizontal background made up of three equal stripes of aquamarine, gold and aquamarine.[12]
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The coat of arms of The Bahamas contains a shield with the national symbols as its focal point. The shield is supported by a marlin and a flamingo, which are the national animals of The Bahamas. The flamingo is located on the land, and the marlin on the sea, indicating the geography of the islands.[citation needed]
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On top of the shield is a conch shell, which represents the varied marine life of the island chain. The conch shell rests on a helmet. Below this is the actual shield, the main symbol of which is a ship representing the Santa María of Christopher Columbus, shown sailing beneath the sun. Along the bottom, below the shield appears a banner upon which is the national motto:[77]
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"Forward, Upward, Onward Together."
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The yellow elder was chosen as the national flower of The Bahamas because it is native to the Bahama islands, and it blooms throughout the year.[citation needed]
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Selection of the yellow elder over many other flowers was made through the combined popular vote of members of all four of New Providence's garden clubs of the 1970s—the Nassau Garden Club, the Carver Garden Club, the International Garden Club and the YWCA Garden Club. They reasoned that other flowers grown there—such as the bougainvillea, hibiscus and poinciana—had already been chosen as the national flowers of other countries. The yellow elder, on the other hand, was unclaimed by other countries (although it is now also the national flower of the United States Virgin Islands) and also the yellow elder is native to the family islands.[78]
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By the terms of GDP per capita, The Bahamas is one of the richest countries in the Americas.[79] Its currency (the Bahamian dollar) is kept at a 1-to-1 peg with the US dollar.[13] It was revealed in the Panama Papers that The Bahamas is the jurisdiction with the most offshore entities or companies.[80]
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The Bahamas relies heavily on tourism to generate most of its economic activity. Tourism as an industry not only accounts for about 50% of the Bahamian GDP, but also provides jobs for about half of the country's workforce.[13][81] The Bahamas attracted 5.8 million visitors in 2012, more than 70% of whom were cruise visitors.[82]
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After tourism, the next most important economic sector is banking and offshore international financial services, accounting for some 15% of GDP.[13]
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The government has adopted incentives to encourage foreign financial business, and further banking and finance reforms are in progress. The government plans to merge the regulatory functions of key financial institutions, including the Central Bank of the Bahamas (CBB) and the Securities and Exchange Commission.[citation needed] The Central Bank administers restrictions and controls on capital and money market instruments. The Bahamas International Securities Exchange consists of 19 listed public companies. Reflecting the relative soundness of the banking system (mostly populated by Canadian banks), the impact of the global financial crisis on the financial sector was limited.[citation needed]
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The economy has a very competitive tax regime (classified by some as a tax haven). The government derives its revenue from import tariffs, VAT, licence fees, property and stamp taxes, but there is no income tax, corporate tax, capital gains tax, or wealth tax. Payroll taxes fund social insurance benefits and amount to 3.9% paid by the employee and 5.9% paid by the employer.[83] In 2010, overall tax revenue as a percentage of GDP was 17.2%.[1]
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Agriculture and manufacturing form the third largest sector of the Bahamian economy, representing 5–7% of total GDP.[13] An estimated 80% of the Bahamian food supply is imported. Major crops include onions, okra, tomatoes, oranges, grapefruit, cucumbers, sugar cane, lemons, limes, and sweet potatoes.[84]
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Access to biocapacity in the Bahamas is much higher than world average. In 2016, the Bahamas had 9.2 global hectares [85] of biocapacity per person within its territory, much more than the world average of 1.6 global hectares per person.[86] In 2016 the Bahamas used 3.7 global hectares of biocapacity per person - their ecological footprint of consumption. This means they use less biocapacity than the Bahamas contains. As a result, the Bahamas is running a biocapacity reserve.[85]
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The Bahamas has an estimated population of 385,637, of which 25.9% are 14 or under, 67.2% 15 to 64 and 6.9% over 65. It has a population growth rate of 0.925% (2010), with a birth rate of 17.81/1,000 population, death rate of 9.35/1,000, and net migration rate of −2.13 migrant(s)/1,000 population.[87] The infant mortality rate is 23.21 deaths/1,000 live births. Residents have a life expectancy at birth of 69.87 years: 73.49 years for females, 66.32 years for males. The total fertility rate is 2.0 children born/woman (2010).[1]
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The most populous islands are New Providence, where Nassau, the capital and largest city, is located;[88] and Grand Bahama, home to the second largest city of Freeport.[89]
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According to the 99% response rate obtained from the race question on the 2010 Census questionnaire, 90.6% of the population identified themselves as being Black, 4.7% White and 2.1% of a mixed race (African and European).[90] Three centuries prior, in 1722 when the first official census of The Bahamas was taken, 74% of the population was native European and 26% native African.[90]
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Since the colonial era of plantations, Africans or Afro-Bahamians have been the largest ethnic group in The Bahamas, whose primary ancestry was based in West Africa. The first Africans to arrive to The Bahamas were freed slaves from Bermuda; they arrived with the Eleutheran Adventurers looking for new lives.[citation needed]
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The Haitian community in The Bahamas is also largely of African descent and numbers about 80,000. Due to an extremely high immigration of Haitians to The Bahamas, the Bahamian government started deporting illegal Haitian immigrants to their homeland in late 2014.[91]
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The white Bahamian population are mainly the descendants of the English Puritans and American Loyalists escaping the American Revolution who arrived in 1649 and 1783, respectively.[92] Many Southern Loyalists went to the Abaco Islands, half of whose population was of European descent as of 1985.[93] The term white is usually used to identify Bahamians with Anglo ancestry, as well as "light-skinned" Afro-Bahamians. Sometimes Bahamians use the term Conchy Joe to describe people of Anglo descent.[94]
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A small portion of the Euro-Bahamian population are Greek Bahamians, descended from Greek labourers who came to help develop the sponging industry in the 1900s.[95] They make up less than 2% of the nation's population, but have still preserved their distinct Greek Bahamian culture.[96][97]
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Bahamians typically identify themselves simply as either black or white.[94]
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Religion in The Bahamas (2010)[98]
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The islands' population is predominantly Christian.[13][17] Protestant denominations collectively account for more than 70% of the population, with Baptists representing 35% of the population, Anglicans 15%, Pentecostals 8%, Church of God 5%, Seventh-day Adventists 5% and Methodists 4%. There is also a significant Roman Catholic community accounting for about 14%.[99] There are also smaller communities of Jews, Muslims, Baha'is, Hindus, Rastafarians and practitioners of traditional African religions such as Obeah.
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The official language of The Bahamas is English. Many people speak an English-based creole language called Bahamian dialect (known simply as "dialect") or "Bahamianese".[100] Laurente Gibbs, a Bahamian writer and actor, was the first to coin the latter name in a poem and has since promoted its usage.[101][102] Both are used as autoglossonyms.[103] Haitian Creole, a French-based creole language is spoken by Haitians and their descendants, who make up of about 25% of the total population. It is known simply as Creole[1] to differentiate it from Bahamian English.[104]
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The culture of the islands is a mixture of African (Afro-Bahamians being the largest ethnicity), British (as the former colonial power) and American (as the dominant country in the region and source of most tourists).[17]
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A form of African-based folk magic (obeah) is practised by some Bahamians, mainly in the Family Islands (out-islands) of The Bahamas.[105] The practice of obeah is illegal in The Bahamas and punishable by law.[106]
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In the less developed outer islands (or Family Islands), handicrafts include basketry made from palm fronds. This material, commonly called "straw", is plaited into hats and bags that are popular tourist items. Another use is for so-called "Voodoo dolls", even though such dolls are the result of foreign influences and not based in historic fact.[107]
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Junkanoo is a traditional Afro-Bahamian street parade of 'rushing', music, dance and art held in Nassau (and a few other settlements) every Boxing Day and New Year's Day. Junkanoo is also used to celebrate other holidays and events such as Emancipation Day.[17]
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Regattas are important social events in many family island settlements. They usually feature one or more days of sailing by old-fashioned work boats, as well as an onshore festival.[citation needed]
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Many dishes are associated with Bahamian cuisine, which reflects Caribbean, African and European influences. Some settlements have festivals associated with the traditional crop or food of that area, such as the "Pineapple Fest" in Gregory Town, Eleuthera or the "Crab Fest" on Andros. Other significant traditions include story telling.[citation needed]
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Bahamians have created a rich literature of poetry, short stories, plays and short fictional works. Common themes in these works are (1) an awareness of change, (2) a striving for sophistication, (3) a search for identity, (4) nostalgia for the old ways and (5) an appreciation of beauty. Some major writers are Susan Wallace, Percival Miller, Robert Johnson, Raymond Brown, O.M. Smith, William Johnson, Eddie Minnis and Winston Saunders.[108][109]
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Bahamas culture is rich with beliefs, traditions, folklore and legend. The best-known folklore and legends in The Bahamas include the lusca and chickcharney creatures of Andros, Pretty Molly on Exuma Bahamas and the Lost City of Atlantis on Bimini Bahamas.[citation needed]
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Sport is a significant part of Bahamian culture. The national sport is cricket. Cricket has been played in The Bahamas from 1846,[110] the oldest sport being played in the country today. The Bahamas Cricket Association was formed in 1936, and from the 1940s to the 1970s, cricket was played amongst many Bahamians. Bahamas is not a part of the West Indies Cricket Board, so players are not eligible to play for the West Indies cricket team. The late 1970s saw the game begin to decline in the country as teachers, who had previously come from the United Kingdom with a passion for cricket, were replaced by teachers who had been trained in the United States. The Bahamian physical education teachers had no knowledge of the game and instead taught track and field, basketball, baseball, softball,[111] volleyball[112] and Association football[113] where primary and high schools compete against each other. Today cricket is still enjoyed by a few locals and immigrants in the country, usually from Jamaica, Guyana, Haiti and Barbados. Cricket is played on Saturdays and Sundays at Windsor Park and Haynes Oval.[citation needed]
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The only other sporting event that began before cricket was horse racing, which started in 1796. The most popular spectator sports are those imported from the United States, such as basketball,[114] American football,[115] and baseball,[116] rather than from the British Isles, due to the country's close proximity to the United States, unlike their other Caribbean counterparts, where cricket, rugby, and netball have proven to be more popular.[citation needed]
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Dexter Cambridge, Rick Fox, Ian Lockhart, Magnum Rolle, Buddy Hield and Deandre Ayton are a few Bahamians who joined Bahamian Mychal Thompson of the Los Angeles Lakers in the NBA ranks.[117][118] Over the years American football has become much more popular than soccer, though not implemented in the high school system yet. Leagues for teens and adults have been developed by the Bahamas American Football Federation.[119] However soccer, as it is commonly known in the country, is still a very popular sport amongst high school pupils. Leagues are governed by the Bahamas Football Association. Recently,[when?] the Bahamian government has been working closely with Tottenham Hotspur of London to promote the sport in the country as well as promoting The Bahamas in the European market. In 2013, 'Spurs' became the first Premier League club to play an exhibition match in The Bahamas, facing the Jamaican national team. Joe Lewis, the owner of the club, is based in The Bahamas.[120][121][122]
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Other popular sports are swimming,[123] tennis[124] and boxing,[125] where Bahamians have enjoyed some degree of success at the international level. Other sports such as golf,[126] rugby league,[127] rugby union,[128] beach soccer,[129] and netball are considered growing sports. Athletics, commonly known as 'track and field' in the country, is the most successful sport by far amongst Bahamians. Bahamians have a strong tradition in the sprints and jumps. Track and field is probably the most popular spectator sport in the country next to basketball due to their success over the years. Triathlons are gaining popularity in Nassau and the Family Islands.
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Durward Knowles was a sailor and Olympic champion from The Bahamas. He won the gold medal in the Star class at the 1964 Summer Olympics in Tokyo, together with Cecil Cooke. He won the bronze medal in the same class at the 1956 Summer Olympics in Melbourne along with Sloane Elmo Farrington.He had previously competed for the United Kingdom in the 1948 Olympics, finishing in 4th place in the Star class again with Sloane Elmo Farrington. Representing The Bahamas, Knowles won gold in the 1959 Pan American Games star class (with Farrington). He is one of only five athletes who have competed in the Olympics over a span of 40 years.[citation needed]
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Bahamians have gone on to win numerous track and field medals at the Olympic Games, IAAF World Championships in Athletics, Commonwealth Games and Pan American Games. Frank Rutherford is the first athletics Olympic medallist for the country. He won a bronze medal for triple jump during the 1992 Summer Olympics.[130] Pauline Davis-Thompson, Debbie Ferguson, Chandra Sturrup, Savatheda Fynes and Eldece Clarke-Lewis teamed up for the first athletics Olympic gold medal for the country when they won the 4 × 100 m relay at the 2000 Summer Olympics. They are affectionately known as the "Golden Girls".[131] Tonique Williams-Darling became the first athletics individual Olympic gold medallist when she won the 400-metre sprint in 2004 Summer Olympics.[132] In 2007, with the disqualification of Marion Jones, Pauline Davis-Thompson was advanced to the gold medal position in the 200 metres at the 2000 Olympics, predating William-Darling.[citation needed]
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The Bahamas were hosts of the first men's senior FIFA tournament to be staged in the Caribbean, the 2017 FIFA Beach Soccer World Cup.[133] The Bahamas also hosted the first 3 editions of the IAAF World Relays.[citation needed]
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According to 1995 estimates, 98.2% of the Bahamian adult population are literate.[citation needed]
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The University of the Bahamas (UB) is the national higher education/tertiary system. Offering baccalaureate, masters and associate degrees, UB has three campuses, and teaching and research centres throughout The Bahamas. The University of the Bahamas was chartered on 10 November 2016.[134]
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The Bahamas contains about 1,620 km (1,010 mi) of paved roads.[12] Inter-island transport is conducted primarily via ship and air. The country has 61 airports, the chief of which are Lynden Pindling International Airport on New Providence, Grand Bahama International Airport on Grand Bahama Island and Leonard M. Thompson International Airport (formerly Marsh Harbour Airport) on Abaco Island.
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The Balearic Islands (/ˌbæliˈærɪk/ BAL-ee-ARR-ik, also US: /ˌbɑːl-/ BAHL-, UK: /bəˈlɪərɪk/ bə-LEER-ik;[1][2] Catalan: Illes Balears [ˈiʎəz bələˈas]; Spanish: Islas Baleares[3][4][5] [ˈizlaz βaleˈaɾes])[6] are an archipelago of Spain in the western Mediterranean Sea, near the eastern coast of the Iberian Peninsula.
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The four largest islands are Mallorca, Menorca, Ibiza, and Formentera. Many minor islands and islets are close to the larger islands, including Cabrera, Dragonera, and S'Espalmador. The islands have a Mediterranean climate, and the four major islands are all popular tourist destinations. Ibiza, in particular, is known as an international party destination, attracting many of the world's most popular DJs to its nightclubs.[7] The islands' culture and cuisine are similar to those of the rest of Spain but have their own distinctive features.
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The archipelago forms an autonomous community and a province of Spain, with Palma de Mallorca as the capital. The 2007 Statute of Autonomy declares the Balearic Islands as one nationality of Spain.[8] The co-official languages in the Balearic Islands are Catalan and Spanish.
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The official name of the Balearic Islands in Catalan is Illes Balears, while in Spanish, they are known as the Islas Baleares. The term "Balearic" derives from Greek (Γυμνησίαι/Gymnesiae and Βαλλιαρεῖς/Balliareis).[9] In Latin, it is Baleares.
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Of the various theories on the origins of the two ancient Greek and Latin names for the islands—Gymnasiae and Baleares—classical sources provide two.
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According to the Lycophron's Alexandra verses, the islands were called Γυμνησίαι/Gymnesiae (γυμνός/gymnos, meaning naked in Greek) because its inhabitants were often nude, probably because of the year-round benevolent climate.
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The Greek and Roman writers generally derive the name of the people from their skill as slingers (βαλεαρεῖς/baleareis, from βάλλω/ballo: ancient Greek meaning "to launch"), although Strabo regards the name as of Phoenician origin. He observed it was the Phoenician equivalent for lightly armoured soldiers the Greeks would have called γυμνῆτας/gymnetas.[10] The root bal does point to a Phoenician origin; perhaps the islands were sacred to the god Baal[original research?] and the resemblance to the Greek root ΒΑΛ (in βάλλω/ballo) is accidental. Indeed, it was usual Greek practice to assimilate local names into their own language. But the common Greek name of the islands is not Βαλεαρεῖς/Baleareis, but Γυμνησίαι/Gymnesiai. The former was the name used by the natives, as well as by the Carthaginians and Romans,[11] while the latter probably derives from the light equipment of the Balearic troops γυμνῆται/gymnetae.[10]
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The Balearic Islands are on a raised platform called the Balearic Promontory, and were formed by uplift. They are cut by a network of northwest to southeast faults.[12][13]
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The main islands of the autonomous community are Majorca (Mallorca), Menorca/Minorca (Menorca), Ibiza (Eivissa/Ibiza), and Formentera, all popular tourist destinations. Amongst the minor islands is Cabrera, the location of the Cabrera Archipelago Maritime-Terrestrial National Park.
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The islands can be further grouped, with Majorca, Menorca, and Cabrera as the Gymnesian Islands (Illes Gimnèsies), and Ibiza and Formentera as the Pityusic Islands (Illes Pitiüses officially in Catalan), also referred to as the Pityuses (or sometimes informally in English as the Pine Islands). Many minor islands or islets are close to the biggest islands, such as Es Conills, Es Vedrà, Sa Conillera, Dragonera, S'Espalmador, S'Espardell, Ses Bledes, Santa Eulària, Plana, Foradada, Tagomago, Na Redona, Colom, L'Aire, etc.
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The Balearic Front is a sea density regime north of the Balearic Islands on the shelf slope of the Balearic Islands, which is responsible for some of the surface-flow characteristics of the Balearic Sea.[14]
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Located in the middle of the Mediterranean Sea, the Balearic Islands unsurprisingly have typical Mediterranean climates. The below-listed climatic data of the capital Palma are typical for the archipelago, with minor differences to other stations in Majorca, Ibiza, and Menorca.[15]
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Little is recorded on the earliest inhabitants of the islands, though many legends exist. The story, preserved by Lycophron, that certain shipwrecked Greek Boeotians were cast nude on the islands, was evidently invented to account for the name Gymnesiae (Ancient Greek: Γυμνήσιαι). In addition, Diodorus Siculus writes that the Greeks called the islands Gymnesiae because the inhabitants were naked (γυμνοί) during the summer time.[17] Also, a tradition holds that the islands were colonised by Rhodes after the Trojan War.[10]
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The islands had a very mixed population, of whose habits several strange stories are told. In some stories, the people were said to go naked or were clad only in sheepskins—whence the name of the islands (an instance of folk etymology)—until the Phoenicians clothed them with broad-bordered tunics. In other stories, they were naked only in the heat of summer.
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Other legends allow that the inhabitants lived in hollow rocks and artificial caves, that they were remarkable for their love of women and would give three or four men as the ransom for one woman, that they had no gold or silver coin, and forbade the importation of the precious metals, so that those of them who served as mercenaries took their pay in wine and women instead of money. Their marriage and funeral customs, peculiar to Roman observers, are related by Diodorus Siculus (v. 18 book 6 chapter 5).
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In ancient times, the islanders of the Gymnesian Islands (Illes Gimnèsies) constructed talayots, and were famous for their skill with the sling. As slingers, they served as mercenaries, first under the Carthaginians, and afterwards under the Romans. They went into battle ungirt, with only a small buckler, and a javelin burnt at the end, and in some cases tipped with a small iron point; but their effective weapons were their slings, of which each man carried three, wound round his head (Strabo p. 168; Eustath.), or, as seen in other sources, one round the head, one round the body, and one in the hand. (Diodorus) The three slings were of different lengths, for stones of different sizes; the largest they hurled with as much force as if it were flung from a catapult; and they seldom missed their mark. To this exercise they were trained from infancy, in order to earn their livelihood as mercenary soldiers. It is said that the mothers allowed their children to eat bread only when they had struck it off a post with the sling.[18]
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The Phoenicians took possession of the islands in very early times;[19] a remarkable trace of their colonisation is preserved in the town of Mago (Maó in Menorca). After the fall of Carthage in 146 BC, the islands seem to have been virtually independent. Notwithstanding their celebrity in war, the people were generally very quiet and inoffensive.[20] The Romans, however, easily found a pretext for charging them with complicity with the Mediterranean pirates, and they were conquered by Q. Caecilius Metellus, thence surnamed Balearicus, in 123 BC.[21] Metellus settled 3,000 Roman and Spanish colonists on the larger island, and founded the cities of Palma and Pollentia.[22] The islands belonged, under the Roman Empire, to the conventus of Carthago Nova (modern Cartagena), in the province of Hispania Tarraconensis, of which province they formed the fourth district, under the government of a praefectus pro legato. An inscription of the time of Nero mentions the PRAEF. PRAE LEGATO INSULAR. BALIARUM. (Orelli, No. 732, who, with Muratori, reads pro for prae.) They were afterwards made a separate province, called Hispania Balearica, probably in the division of the empire under Constantine.[23]
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The two largest islands (the Balearic Islands, in their historical sense) had numerous excellent harbours, though rocky at their mouth, and requiring care in entering them (Strabo, Eustath.; Port Mahon is one of the finest harbours in the world). Both were extremely fertile in all produce, except wine and olive oil.[24] They were celebrated for their cattle, especially for the mules of the lesser island; they had an immense number of rabbits, and were free from all venomous reptiles.[25] Amongst the snails valued by the Romans as a diet was a species from the Balearic isles called cavaticae because they were bred in caves.[26] Their chief mineral product was the red earth, called sinope, which was used by painters.[27] Their resin and pitch are mentioned by Dioscorides.[28] The population of the two islands is stated by Diodorus at 30,000.
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The part of the Mediterranean east of Spain, around the Balearic Isles, was called Mare Balearicum,[29] or Sinus Balearicus.[30]
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The Vandals under Genseric conquered the Islands sometime between 461 and 468 during their war on the Roman Empire. However, in late 533 or early 534, following the Battle of Ad Decimum, the troops of Belisarius reestablished control of the islands for the Romans. Imperial power receded precipitately in the western Mediterranean after the fall of Carthage and the Exarchate of Africa to the Umayyad Caliphate in 698, and in 707 the islands submitted to the terms of an Umayyad fleet, which allowed the residents to maintain their traditions and religion as well as a high degree of autonomy. Now nominally both Byzantine and Umayyad, the de facto independent islands occupied a strategic and profitable grey area between the competing religions and kingdoms of the western Mediterranean. The prosperous islands were thoroughly sacked by the Swedish Viking King Björn Ironside and his brother Hastein during their Mediterranean raid of 859–862.
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In 902, the heavy use of the islands as a pirate base provoked the Emirate of Córdoba, nominally the island's overlords, to invade and incorporate the islands into their state. However, the Cordoban emirate disintegrated in civil war and partition in the early eleventh century, breaking into smaller states called taifa. Mujahid al-Siqlabi, the ruler of the Taifa of Dénia, sent a fleet and seized control of the islands in 1015, using it as the base for subsequent expeditions to Sardinia and Pisa. In 1050, the island's governor Abd Allah ibn Aglab rebelled and established the independent Taifa of Mallorca.
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For centuries, the Balearic sailors and pirates had been masters of the western Mediterranean. But the expanding influence of the Italian maritime republics and the shift of power on the Iberian peninsula from the Muslim states to the Christian states left the islands vulnerable. A crusade was launched in 1113. Led by Ugo da Parlascio Ebriaco and Archbishop Pietro Moriconi of the Republic of Pisa, the expedition included 420 ships, a large army and a personal envoy from Pope Paschal II. In addition to the Pisans (who had been promised suzerainty over the islands by the Pope), the expedition included forces from the Italian cities of Florence, Lucca, Pistoia, Rome, Siena, and Volterra, from Sardinia and Corsica, Catalan forces under Ramon Berenguer, Hug II of Empúries, and Ramon Folc II of Cardona came from Spain and Occitan forces under William V of Montpellier, Aimery II of Narbonne, and Raymond I of Baux came from France. The expedition also received strong support from Constantine I of Logudoro and his base of Porto Torres.
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The crusade sacked Palma in 1115 and generally reduced the islands, ending its period as a great sea power, but then withdrew. Within a year, the now shattered islands were conquered by the Berber Almoravid dynasty, whose aggressive, militant approach to religion mirrored that of the crusaders and departed from the island's history as a tolerant haven under Cordoba and the taifa. The Almoravids were conquered and deposed in North Africa and on the Iberian Peninsula by the rival Almohad Dynasty of Marrakech in 1147. Muhammad ibn Ganiya, the Almoravid claimant, fled to Palma and established his capital there. His dynasty, the Banu Ghaniya, sought allies in their effort to recover their kingdom from the Almohads, leading them to grant Genoa and Pisa their first commercial concessions on the islands. In 1184, an expedition was sent to recapture Ifriqiya (the coastal areas of what is today Tunisia, eastern Algeria, and western Libya) but ended in defeat. Fearing reprisals, the inhabitants of the Balearics rebelled against the Almoravids and accepted Almohad suzerainty in 1187.
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On the last day of 1229, King James I of Aragon captured Palma after a three-month siege. The rest of Mallorca quickly followed. Menorca fell in 1232 and Ibiza in 1235. In 1236, James traded most of the islands to Peter I, Count of Urgell for Urgell, which he incorporated into his kingdom. Peter ruled from Palma, but after his death without issue in 1258, the islands reverted by the terms of the deal to the Crown of Aragon.
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James died in 1276, having partitioned his domains between his sons in his will. The will created a new Kingdom of Mallorca from the Balearic islands and the mainland counties of Roussillon or Montpellier, which was left to his son James II. However, the terms of the will specified that the new kingdom be a vassal state to the Crown of Aragon, which was left to his older brother Peter. Chafing under the vassalage, James joined forces with the Pope Martin IV and Philip III of France against his brother in the Aragonese Crusade, leading to a 10-year Aragonese occupation before the islands were restored in the 1295 Treaty of Anagni. The tension between the kingdoms continued through the generations until James' grandson James III was killed by the invading army of Peter's grandson Peter IV at the 1349 Battle of Llucmajor. The Balearic Islands were then incorporated directly into the Crown of Aragon.
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In 1469, Ferdinand II of Aragon (king of Aragon) and Isabella I of Castile (queen of Castile) were married. After their deaths, their respective territories (until then governed separately) were governed jointly, in the person of their grandson, the Emperor Charles V. This can be considered the foundation of the modern Spanish state, albeit a decentralised one wherein the various component territories within the united crowns retained their particular historic laws and privileges.
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The Balearic Islands were frequently attacked by Ottomans and Barbary pirates from North Africa; Formentera was even temporarily abandoned by its population. In 1514, 1515 and 1521, the coasts of the Balearic Islands and the Spanish mainland were raided by Turkish privateers under the command of the Ottoman admiral, Hayreddin Barbarossa. The Balearic Islands were ravaged in 1558 by Ottoman corsair Turgut Reis, and 4,000 people were taken into slavery.[31]
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The island of Menorca was a British dependency for most of the 18th century as a result of the 1713 Treaty of Utrecht. This treaty—signed by the Kingdom of Great Britain and the Kingdom of Portugal as well as the Kingdom of Spain, to end the conflict caused by the War of the Spanish Succession—gave Gibraltar and Menorca to the Kingdom of Great Britain, Sardinia to Austria (both territories had been part of the Crown of Aragon for more than four centuries), and Sicily to the House of Savoy. In addition, Flanders and other European territories of the Spanish Crown were given to Austria. The island fell to French forces, under Armand de Vignerot du Plessis in June 1756 and was occupied by them for the duration of the Seven Years' War.
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The British re-occupied the island after the war but, with their military forces diverted away by the American War of Independence, it fell to a Franco-Spanish force after a seven-month siege (1781–82). Spain retained it under the Treaty of Paris in 1783. However, during the French Revolutionary Wars, when Spain became an ally of France, it came under French rule.
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Menorca was finally returned to Spain by the Treaty of Amiens during the French Revolutionary Wars, following the last British occupation, which lasted from 1798 to 1802. The continued presence of British naval forces, however, meant that the Balearic Islands were never occupied by the French during the Napoleonic Wars.
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The cuisine of the islands can be grouped as part of wider Catalan, Spanish or Mediterranean cuisines. It features much pastry, cheese, wine, pork and seafood. Sobrassada is a local pork sausage. Lobster stew from Menorca, is one of their most well-sought after dishes, attracting even King Juan Carlos I to the islands.[32] Mayonnaise is said to originate from the Menorcan city of Maó,[33] which also produces its own cheese. Local pastries include Ensaimada, Flaó and Coca.
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Both Catalan and Spanish are official languages in the islands. Catalan is designated as a "llengua pròpia", literally "own language" in its statute of autonomy. The Balearic dialect features several differences from standard Catalan. Practically all residents of the Balearic Islands speak Spanish fluently. In 2003 74.6% of the Islands' residents also knew how to speak Catalan and 93.1% could understand it.[34] Other languages, such as English, German, French and Italian, are often spoken by locals, especially those who work in the tourism industry.
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Circa 2017 there were 1,115,999 residents of the Balearics; 16.7% of the islands' population were foreign (non-Spanish). At that time the islands had 23,919 Moroccans, 19,209 Germans, 16,877 Italians, and 14,981 British registered in town halls. The next-largest foreign groups were the Romanians; the Bulgarians; the Argentines, numbering at 6,584; the French; the Colombians; and the Ecuadoreans, numbering at 5,437.[37]
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Circa 2016 the islands had 1,107,220 total residents; the figures of Germans and British respectively were 20,451 and 16,134. Between 2016 and 2017 people from other parts of Spain moved to the Balearics, while the foreign population declined by 2,000. In 2007 there were 29,189 Germans, 19,803 British, 17,935 Moroccans, 13,100 Ecuadoreans, 11,933 Italians, and 11,129 Argentines. The numbers of Germans, British, and South Americans declined between 2007 and 2017 while the largest-increasing populations were the Moroccans, Italians, and Romanians.[37]
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Each one of the three main islands is administered, along with its surrounding minor islands and islets, by an insular council (consell insular in Catalan) of the same name. These four insular councils are the first level of subdivision in the autonomous community (and province) of the Baleares.
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Before the administrative reform of 1977, the two insular councils of Ibiza and Formentera were forming in a single one (covering the whole group of the Pitiusic Islands).
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This level is further subdivided into six comarques only in the insular council of Mallorca; the three other insular councils are not subdivided into separate comarques, but are themselves assimilated each one to a comarca covering the same territory as the insular council.
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These nine comarques are then subdivided into municipalities (municipis), with the exception of Formentera, which is at the same time an insular council, a comarca, and a municipality.
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Note that the maritime and terrestrial natural reserves in the Balearic Islands are not owned by the municipalities, even if they fall within their territory, but are owned and managed by the respective insular councils from which they depend.
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Those municipalities are further subdivided into civil parishes (parròquies), that are slightly larger than the traditional religious parishes, themselves subdivided (only in Ibiza and Formentera) into administrative villages (named véndes in Catalan); each vénda is grouping several nearby hamlets (casaments) and their immediate surrounding lands—these casaments are traditionally formed by grouping together several cubic houses to form a defensive parallelepiped with windows open to the east (against heat), sharing their collected precious water resources, whose residents are deciding and planning some common collective works.
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However, these last levels of subdivisions of municipalities do not have their own local administration: they are mostly as the natural economical units for agricultural exploitation (and consequently referenced in local norms for constructions and urbanisation as well) and are the reference space for families (so they may be appended to the names of peoples and their land and housing properties) and are still used in statistics. Historically, these structures have been used for defensive purpose as well, and were more tied to the local Catholic church and parishes (notably after the Reconquista).
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The Gross domestic product (GDP) of the autonomous community was 32.5 billion euros in 2018, accounting for 2.7% of Spanish economic output. GDP per capita adjusted for purchasing power was 29,700 euros or 98% of the EU27 average in the same year.[38]
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There are approximately 79 ferries between Mallorca and other destinations every week, most of them to mainland Spain.
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The islands' most successful football club is RCD Mallorca from Palma, currently playing in the first-tier La Liga after promotion in 2019. Founded in 1916, it is the oldest club in the islands, and won its only Copa del Rey title in 2003[39] and was the runner-up in the 1999 European Cup Winners' Cup.[40]
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Tennis player Rafael Nadal, winner of 19 Grand Slam single titles, and former world no. 1 tennis player Carlos Moyá are both from Majorca. Rafael Nadal's uncle, Miguel Ángel Nadal, is a former Spanish international footballer. Other famous sportsmen include basketball player Rudy Fernández and motorcycle road racer Jorge Lorenzo, who won the 2010, 2012 and 2015 MotoGP World Championships.
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Whale watching is also expected for expanding future tourism of the islands.[41][42]
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Ibiza also recently became one of the world's top yachting hubs attracting a wide among of charter yachts[43] and the world's second most expensive marina in the world.
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Serra de Tramuntana
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View of the Serra de Tramuntana mountain range, Majorca
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Port de Sóller on the northwest coast of Majorca
|
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La Almudaina was a royal palace of the kings of Majorca, Aragon and Spain
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Valldemossa Charterhouse was royal palace of the king Sancho of Majorca
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Talaiotic culture
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The Balearic Islands (/ˌbæliˈærɪk/ BAL-ee-ARR-ik, also US: /ˌbɑːl-/ BAHL-, UK: /bəˈlɪərɪk/ bə-LEER-ik;[1][2] Catalan: Illes Balears [ˈiʎəz bələˈas]; Spanish: Islas Baleares[3][4][5] [ˈizlaz βaleˈaɾes])[6] are an archipelago of Spain in the western Mediterranean Sea, near the eastern coast of the Iberian Peninsula.
|
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The four largest islands are Mallorca, Menorca, Ibiza, and Formentera. Many minor islands and islets are close to the larger islands, including Cabrera, Dragonera, and S'Espalmador. The islands have a Mediterranean climate, and the four major islands are all popular tourist destinations. Ibiza, in particular, is known as an international party destination, attracting many of the world's most popular DJs to its nightclubs.[7] The islands' culture and cuisine are similar to those of the rest of Spain but have their own distinctive features.
|
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The archipelago forms an autonomous community and a province of Spain, with Palma de Mallorca as the capital. The 2007 Statute of Autonomy declares the Balearic Islands as one nationality of Spain.[8] The co-official languages in the Balearic Islands are Catalan and Spanish.
|
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|
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The official name of the Balearic Islands in Catalan is Illes Balears, while in Spanish, they are known as the Islas Baleares. The term "Balearic" derives from Greek (Γυμνησίαι/Gymnesiae and Βαλλιαρεῖς/Balliareis).[9] In Latin, it is Baleares.
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|
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Of the various theories on the origins of the two ancient Greek and Latin names for the islands—Gymnasiae and Baleares—classical sources provide two.
|
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|
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According to the Lycophron's Alexandra verses, the islands were called Γυμνησίαι/Gymnesiae (γυμνός/gymnos, meaning naked in Greek) because its inhabitants were often nude, probably because of the year-round benevolent climate.
|
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The Greek and Roman writers generally derive the name of the people from their skill as slingers (βαλεαρεῖς/baleareis, from βάλλω/ballo: ancient Greek meaning "to launch"), although Strabo regards the name as of Phoenician origin. He observed it was the Phoenician equivalent for lightly armoured soldiers the Greeks would have called γυμνῆτας/gymnetas.[10] The root bal does point to a Phoenician origin; perhaps the islands were sacred to the god Baal[original research?] and the resemblance to the Greek root ΒΑΛ (in βάλλω/ballo) is accidental. Indeed, it was usual Greek practice to assimilate local names into their own language. But the common Greek name of the islands is not Βαλεαρεῖς/Baleareis, but Γυμνησίαι/Gymnesiai. The former was the name used by the natives, as well as by the Carthaginians and Romans,[11] while the latter probably derives from the light equipment of the Balearic troops γυμνῆται/gymnetae.[10]
|
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The Balearic Islands are on a raised platform called the Balearic Promontory, and were formed by uplift. They are cut by a network of northwest to southeast faults.[12][13]
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The main islands of the autonomous community are Majorca (Mallorca), Menorca/Minorca (Menorca), Ibiza (Eivissa/Ibiza), and Formentera, all popular tourist destinations. Amongst the minor islands is Cabrera, the location of the Cabrera Archipelago Maritime-Terrestrial National Park.
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The islands can be further grouped, with Majorca, Menorca, and Cabrera as the Gymnesian Islands (Illes Gimnèsies), and Ibiza and Formentera as the Pityusic Islands (Illes Pitiüses officially in Catalan), also referred to as the Pityuses (or sometimes informally in English as the Pine Islands). Many minor islands or islets are close to the biggest islands, such as Es Conills, Es Vedrà, Sa Conillera, Dragonera, S'Espalmador, S'Espardell, Ses Bledes, Santa Eulària, Plana, Foradada, Tagomago, Na Redona, Colom, L'Aire, etc.
|
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The Balearic Front is a sea density regime north of the Balearic Islands on the shelf slope of the Balearic Islands, which is responsible for some of the surface-flow characteristics of the Balearic Sea.[14]
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Located in the middle of the Mediterranean Sea, the Balearic Islands unsurprisingly have typical Mediterranean climates. The below-listed climatic data of the capital Palma are typical for the archipelago, with minor differences to other stations in Majorca, Ibiza, and Menorca.[15]
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Little is recorded on the earliest inhabitants of the islands, though many legends exist. The story, preserved by Lycophron, that certain shipwrecked Greek Boeotians were cast nude on the islands, was evidently invented to account for the name Gymnesiae (Ancient Greek: Γυμνήσιαι). In addition, Diodorus Siculus writes that the Greeks called the islands Gymnesiae because the inhabitants were naked (γυμνοί) during the summer time.[17] Also, a tradition holds that the islands were colonised by Rhodes after the Trojan War.[10]
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The islands had a very mixed population, of whose habits several strange stories are told. In some stories, the people were said to go naked or were clad only in sheepskins—whence the name of the islands (an instance of folk etymology)—until the Phoenicians clothed them with broad-bordered tunics. In other stories, they were naked only in the heat of summer.
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Other legends allow that the inhabitants lived in hollow rocks and artificial caves, that they were remarkable for their love of women and would give three or four men as the ransom for one woman, that they had no gold or silver coin, and forbade the importation of the precious metals, so that those of them who served as mercenaries took their pay in wine and women instead of money. Their marriage and funeral customs, peculiar to Roman observers, are related by Diodorus Siculus (v. 18 book 6 chapter 5).
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In ancient times, the islanders of the Gymnesian Islands (Illes Gimnèsies) constructed talayots, and were famous for their skill with the sling. As slingers, they served as mercenaries, first under the Carthaginians, and afterwards under the Romans. They went into battle ungirt, with only a small buckler, and a javelin burnt at the end, and in some cases tipped with a small iron point; but their effective weapons were their slings, of which each man carried three, wound round his head (Strabo p. 168; Eustath.), or, as seen in other sources, one round the head, one round the body, and one in the hand. (Diodorus) The three slings were of different lengths, for stones of different sizes; the largest they hurled with as much force as if it were flung from a catapult; and they seldom missed their mark. To this exercise they were trained from infancy, in order to earn their livelihood as mercenary soldiers. It is said that the mothers allowed their children to eat bread only when they had struck it off a post with the sling.[18]
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The Phoenicians took possession of the islands in very early times;[19] a remarkable trace of their colonisation is preserved in the town of Mago (Maó in Menorca). After the fall of Carthage in 146 BC, the islands seem to have been virtually independent. Notwithstanding their celebrity in war, the people were generally very quiet and inoffensive.[20] The Romans, however, easily found a pretext for charging them with complicity with the Mediterranean pirates, and they were conquered by Q. Caecilius Metellus, thence surnamed Balearicus, in 123 BC.[21] Metellus settled 3,000 Roman and Spanish colonists on the larger island, and founded the cities of Palma and Pollentia.[22] The islands belonged, under the Roman Empire, to the conventus of Carthago Nova (modern Cartagena), in the province of Hispania Tarraconensis, of which province they formed the fourth district, under the government of a praefectus pro legato. An inscription of the time of Nero mentions the PRAEF. PRAE LEGATO INSULAR. BALIARUM. (Orelli, No. 732, who, with Muratori, reads pro for prae.) They were afterwards made a separate province, called Hispania Balearica, probably in the division of the empire under Constantine.[23]
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The two largest islands (the Balearic Islands, in their historical sense) had numerous excellent harbours, though rocky at their mouth, and requiring care in entering them (Strabo, Eustath.; Port Mahon is one of the finest harbours in the world). Both were extremely fertile in all produce, except wine and olive oil.[24] They were celebrated for their cattle, especially for the mules of the lesser island; they had an immense number of rabbits, and were free from all venomous reptiles.[25] Amongst the snails valued by the Romans as a diet was a species from the Balearic isles called cavaticae because they were bred in caves.[26] Their chief mineral product was the red earth, called sinope, which was used by painters.[27] Their resin and pitch are mentioned by Dioscorides.[28] The population of the two islands is stated by Diodorus at 30,000.
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The part of the Mediterranean east of Spain, around the Balearic Isles, was called Mare Balearicum,[29] or Sinus Balearicus.[30]
|
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The Vandals under Genseric conquered the Islands sometime between 461 and 468 during their war on the Roman Empire. However, in late 533 or early 534, following the Battle of Ad Decimum, the troops of Belisarius reestablished control of the islands for the Romans. Imperial power receded precipitately in the western Mediterranean after the fall of Carthage and the Exarchate of Africa to the Umayyad Caliphate in 698, and in 707 the islands submitted to the terms of an Umayyad fleet, which allowed the residents to maintain their traditions and religion as well as a high degree of autonomy. Now nominally both Byzantine and Umayyad, the de facto independent islands occupied a strategic and profitable grey area between the competing religions and kingdoms of the western Mediterranean. The prosperous islands were thoroughly sacked by the Swedish Viking King Björn Ironside and his brother Hastein during their Mediterranean raid of 859–862.
|
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In 902, the heavy use of the islands as a pirate base provoked the Emirate of Córdoba, nominally the island's overlords, to invade and incorporate the islands into their state. However, the Cordoban emirate disintegrated in civil war and partition in the early eleventh century, breaking into smaller states called taifa. Mujahid al-Siqlabi, the ruler of the Taifa of Dénia, sent a fleet and seized control of the islands in 1015, using it as the base for subsequent expeditions to Sardinia and Pisa. In 1050, the island's governor Abd Allah ibn Aglab rebelled and established the independent Taifa of Mallorca.
|
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For centuries, the Balearic sailors and pirates had been masters of the western Mediterranean. But the expanding influence of the Italian maritime republics and the shift of power on the Iberian peninsula from the Muslim states to the Christian states left the islands vulnerable. A crusade was launched in 1113. Led by Ugo da Parlascio Ebriaco and Archbishop Pietro Moriconi of the Republic of Pisa, the expedition included 420 ships, a large army and a personal envoy from Pope Paschal II. In addition to the Pisans (who had been promised suzerainty over the islands by the Pope), the expedition included forces from the Italian cities of Florence, Lucca, Pistoia, Rome, Siena, and Volterra, from Sardinia and Corsica, Catalan forces under Ramon Berenguer, Hug II of Empúries, and Ramon Folc II of Cardona came from Spain and Occitan forces under William V of Montpellier, Aimery II of Narbonne, and Raymond I of Baux came from France. The expedition also received strong support from Constantine I of Logudoro and his base of Porto Torres.
|
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|
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The crusade sacked Palma in 1115 and generally reduced the islands, ending its period as a great sea power, but then withdrew. Within a year, the now shattered islands were conquered by the Berber Almoravid dynasty, whose aggressive, militant approach to religion mirrored that of the crusaders and departed from the island's history as a tolerant haven under Cordoba and the taifa. The Almoravids were conquered and deposed in North Africa and on the Iberian Peninsula by the rival Almohad Dynasty of Marrakech in 1147. Muhammad ibn Ganiya, the Almoravid claimant, fled to Palma and established his capital there. His dynasty, the Banu Ghaniya, sought allies in their effort to recover their kingdom from the Almohads, leading them to grant Genoa and Pisa their first commercial concessions on the islands. In 1184, an expedition was sent to recapture Ifriqiya (the coastal areas of what is today Tunisia, eastern Algeria, and western Libya) but ended in defeat. Fearing reprisals, the inhabitants of the Balearics rebelled against the Almoravids and accepted Almohad suzerainty in 1187.
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On the last day of 1229, King James I of Aragon captured Palma after a three-month siege. The rest of Mallorca quickly followed. Menorca fell in 1232 and Ibiza in 1235. In 1236, James traded most of the islands to Peter I, Count of Urgell for Urgell, which he incorporated into his kingdom. Peter ruled from Palma, but after his death without issue in 1258, the islands reverted by the terms of the deal to the Crown of Aragon.
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James died in 1276, having partitioned his domains between his sons in his will. The will created a new Kingdom of Mallorca from the Balearic islands and the mainland counties of Roussillon or Montpellier, which was left to his son James II. However, the terms of the will specified that the new kingdom be a vassal state to the Crown of Aragon, which was left to his older brother Peter. Chafing under the vassalage, James joined forces with the Pope Martin IV and Philip III of France against his brother in the Aragonese Crusade, leading to a 10-year Aragonese occupation before the islands were restored in the 1295 Treaty of Anagni. The tension between the kingdoms continued through the generations until James' grandson James III was killed by the invading army of Peter's grandson Peter IV at the 1349 Battle of Llucmajor. The Balearic Islands were then incorporated directly into the Crown of Aragon.
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In 1469, Ferdinand II of Aragon (king of Aragon) and Isabella I of Castile (queen of Castile) were married. After their deaths, their respective territories (until then governed separately) were governed jointly, in the person of their grandson, the Emperor Charles V. This can be considered the foundation of the modern Spanish state, albeit a decentralised one wherein the various component territories within the united crowns retained their particular historic laws and privileges.
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The Balearic Islands were frequently attacked by Ottomans and Barbary pirates from North Africa; Formentera was even temporarily abandoned by its population. In 1514, 1515 and 1521, the coasts of the Balearic Islands and the Spanish mainland were raided by Turkish privateers under the command of the Ottoman admiral, Hayreddin Barbarossa. The Balearic Islands were ravaged in 1558 by Ottoman corsair Turgut Reis, and 4,000 people were taken into slavery.[31]
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The island of Menorca was a British dependency for most of the 18th century as a result of the 1713 Treaty of Utrecht. This treaty—signed by the Kingdom of Great Britain and the Kingdom of Portugal as well as the Kingdom of Spain, to end the conflict caused by the War of the Spanish Succession—gave Gibraltar and Menorca to the Kingdom of Great Britain, Sardinia to Austria (both territories had been part of the Crown of Aragon for more than four centuries), and Sicily to the House of Savoy. In addition, Flanders and other European territories of the Spanish Crown were given to Austria. The island fell to French forces, under Armand de Vignerot du Plessis in June 1756 and was occupied by them for the duration of the Seven Years' War.
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The British re-occupied the island after the war but, with their military forces diverted away by the American War of Independence, it fell to a Franco-Spanish force after a seven-month siege (1781–82). Spain retained it under the Treaty of Paris in 1783. However, during the French Revolutionary Wars, when Spain became an ally of France, it came under French rule.
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Menorca was finally returned to Spain by the Treaty of Amiens during the French Revolutionary Wars, following the last British occupation, which lasted from 1798 to 1802. The continued presence of British naval forces, however, meant that the Balearic Islands were never occupied by the French during the Napoleonic Wars.
|
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The cuisine of the islands can be grouped as part of wider Catalan, Spanish or Mediterranean cuisines. It features much pastry, cheese, wine, pork and seafood. Sobrassada is a local pork sausage. Lobster stew from Menorca, is one of their most well-sought after dishes, attracting even King Juan Carlos I to the islands.[32] Mayonnaise is said to originate from the Menorcan city of Maó,[33] which also produces its own cheese. Local pastries include Ensaimada, Flaó and Coca.
|
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|
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Both Catalan and Spanish are official languages in the islands. Catalan is designated as a "llengua pròpia", literally "own language" in its statute of autonomy. The Balearic dialect features several differences from standard Catalan. Practically all residents of the Balearic Islands speak Spanish fluently. In 2003 74.6% of the Islands' residents also knew how to speak Catalan and 93.1% could understand it.[34] Other languages, such as English, German, French and Italian, are often spoken by locals, especially those who work in the tourism industry.
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Circa 2017 there were 1,115,999 residents of the Balearics; 16.7% of the islands' population were foreign (non-Spanish). At that time the islands had 23,919 Moroccans, 19,209 Germans, 16,877 Italians, and 14,981 British registered in town halls. The next-largest foreign groups were the Romanians; the Bulgarians; the Argentines, numbering at 6,584; the French; the Colombians; and the Ecuadoreans, numbering at 5,437.[37]
|
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Circa 2016 the islands had 1,107,220 total residents; the figures of Germans and British respectively were 20,451 and 16,134. Between 2016 and 2017 people from other parts of Spain moved to the Balearics, while the foreign population declined by 2,000. In 2007 there were 29,189 Germans, 19,803 British, 17,935 Moroccans, 13,100 Ecuadoreans, 11,933 Italians, and 11,129 Argentines. The numbers of Germans, British, and South Americans declined between 2007 and 2017 while the largest-increasing populations were the Moroccans, Italians, and Romanians.[37]
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Each one of the three main islands is administered, along with its surrounding minor islands and islets, by an insular council (consell insular in Catalan) of the same name. These four insular councils are the first level of subdivision in the autonomous community (and province) of the Baleares.
|
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+
|
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+
Before the administrative reform of 1977, the two insular councils of Ibiza and Formentera were forming in a single one (covering the whole group of the Pitiusic Islands).
|
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+
|
75 |
+
This level is further subdivided into six comarques only in the insular council of Mallorca; the three other insular councils are not subdivided into separate comarques, but are themselves assimilated each one to a comarca covering the same territory as the insular council.
|
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+
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These nine comarques are then subdivided into municipalities (municipis), with the exception of Formentera, which is at the same time an insular council, a comarca, and a municipality.
|
78 |
+
|
79 |
+
Note that the maritime and terrestrial natural reserves in the Balearic Islands are not owned by the municipalities, even if they fall within their territory, but are owned and managed by the respective insular councils from which they depend.
|
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+
|
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+
Those municipalities are further subdivided into civil parishes (parròquies), that are slightly larger than the traditional religious parishes, themselves subdivided (only in Ibiza and Formentera) into administrative villages (named véndes in Catalan); each vénda is grouping several nearby hamlets (casaments) and their immediate surrounding lands—these casaments are traditionally formed by grouping together several cubic houses to form a defensive parallelepiped with windows open to the east (against heat), sharing their collected precious water resources, whose residents are deciding and planning some common collective works.
|
82 |
+
|
83 |
+
However, these last levels of subdivisions of municipalities do not have their own local administration: they are mostly as the natural economical units for agricultural exploitation (and consequently referenced in local norms for constructions and urbanisation as well) and are the reference space for families (so they may be appended to the names of peoples and their land and housing properties) and are still used in statistics. Historically, these structures have been used for defensive purpose as well, and were more tied to the local Catholic church and parishes (notably after the Reconquista).
|
84 |
+
|
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+
The Gross domestic product (GDP) of the autonomous community was 32.5 billion euros in 2018, accounting for 2.7% of Spanish economic output. GDP per capita adjusted for purchasing power was 29,700 euros or 98% of the EU27 average in the same year.[38]
|
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|
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+
There are approximately 79 ferries between Mallorca and other destinations every week, most of them to mainland Spain.
|
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+
|
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The islands' most successful football club is RCD Mallorca from Palma, currently playing in the first-tier La Liga after promotion in 2019. Founded in 1916, it is the oldest club in the islands, and won its only Copa del Rey title in 2003[39] and was the runner-up in the 1999 European Cup Winners' Cup.[40]
|
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|
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+
Tennis player Rafael Nadal, winner of 19 Grand Slam single titles, and former world no. 1 tennis player Carlos Moyá are both from Majorca. Rafael Nadal's uncle, Miguel Ángel Nadal, is a former Spanish international footballer. Other famous sportsmen include basketball player Rudy Fernández and motorcycle road racer Jorge Lorenzo, who won the 2010, 2012 and 2015 MotoGP World Championships.
|
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+
|
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+
Whale watching is also expected for expanding future tourism of the islands.[41][42]
|
94 |
+
|
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+
Ibiza also recently became one of the world's top yachting hubs attracting a wide among of charter yachts[43] and the world's second most expensive marina in the world.
|
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+
|
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+
Serra de Tramuntana
|
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|
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View of the Serra de Tramuntana mountain range, Majorca
|
100 |
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|
101 |
+
Port de Sóller on the northwest coast of Majorca
|
102 |
+
|
103 |
+
La Almudaina was a royal palace of the kings of Majorca, Aragon and Spain
|
104 |
+
|
105 |
+
Valldemossa Charterhouse was royal palace of the king Sancho of Majorca
|
106 |
+
|
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+
Talaiotic culture
|
en/2687.html.txt
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|
1 |
+
|
2 |
+
|
3 |
+
|
4 |
+
|
5 |
+
Cape Verde (/ˈvɜːrd(i)/ (listen)) or Cabo Verde (/ˌkɑːboʊ ˈvɜːrdeɪ/ (listen), /ˌkæb-/) (Portuguese: Cabo Verde, pronounced [ˈkabu ˈveɾdɨ]), officially the Republic of Cabo Verde,[10] is an island country in the central Atlantic Ocean. The ten volcanic islands in its archipelago have a combined land area of about 4,033 square kilometres (1,557 sq mi). The capital Praia, on the southern coast of Santiago island, lies approximately 650 kilometres (400 mi) west of Dakar, Senegal on the Cape Verde Peninsula, the westernmost point of continental Africa. Cape Verde forms part of the Macaronesia ecoregion, along with the Azores, Canary Islands, Madeira, and the Savage Isles.
|
6 |
+
|
7 |
+
The archipelago remained uninhabited until the 15th century, when Portuguese explorers discovered and colonized the islands, establishing the first European settlement in the tropics. Ideally located for a role in the Atlantic slave-trade, the islands grew prosperous throughout the 16th and 17th centuries, attracting merchants, privateers, and pirates. The suppression of the Atlantic slave-trade in the 19th century led to economic decline and emigration. Cape Verde gradually recovered as an important commercial center and stopover for shipping routes. Incorporated as an overseas department of Portugal in 1951, the islands continued to campaign for independence, which they achieved in 1975.
|
8 |
+
|
9 |
+
Since the early 1990s Cape Verde has operated as a stable representative democracy, and remains one of the most developed and democratic countries in Africa. Lacking natural resources, its developing economy is mostly service-oriented, with a growing focus on tourism and foreign investment. Its population of around 550,000 (as of mid 2019[update]) is mostly of mixed African, Moorish, Arab and European heritage, and predominantly Roman Catholic, reflecting the legacy of Portuguese rule. A sizeable diaspora community exists across the world, considerably outnumbering inhabitants on the islands. Cape Verde is a member state of the African Union.
|
10 |
+
|
11 |
+
The country is named after the nearby Cap-Vert peninsula, on the Senegalese coast.[11] In 1444, a few years before they discovered the islands, Portuguese explorers named that landmark Cabo Verde ("green cape").
|
12 |
+
|
13 |
+
On 24 October 2013, the country's delegation announced at the United Nations that the official name should no longer be translated into other languages. Instead of "Cape Verde", the designation "Republic of Cabo Verde" is to be used.[10][12] English-speakers have used the name "Cape Verde" for the archipelago and, since independence in 1975, for the country. In 2013 the Cape Verdean government determined that the Portuguese designation Cabo Verde would henceforth be used for official purposes, such as at the United Nations, even in English-language contexts.
|
14 |
+
|
15 |
+
Before the arrival of Europeans, the Cape Verde Islands were uninhabited.[13] They were discovered by Genoese and Portuguese navigators around 1456. According to Portuguese official records,[14] the first discoveries were made by Genoa-born António de Noli, who was afterwards appointed governor of Cape Verde by Portuguese King Afonso V. Other navigators mentioned as contributing to discoveries in the Cape Verde archipelago are Diogo Gomes (who was with António de Noli and claimed to have been the first to land on and name Santiago island), Diogo Dias, Diogo Afonso and the Italian (Venice-born) Alvise Cadamosto.
|
16 |
+
|
17 |
+
In 1462, Portuguese settlers arrived at Santiago and founded a settlement they called Ribeira Grande (now called Cidade Velha ("Old City"), to avoid being confused with the town of Ribeira Grande on the Santo Antão island). Ribeira Grande was the first permanent European settlement in the tropics.[15]
|
18 |
+
|
19 |
+
In the 16th century, the archipelago prospered from the Atlantic slave trade.[15] Pirates occasionally attacked the Portuguese settlements. Francis Drake, an English privateer, twice sacked the (then) capital Ribeira Grande in 1585 when it was a part of the Iberian Union.[15] After a French attack in 1712, the town declined in importance relative to nearby Praia, which became the capital in 1770.[15]
|
20 |
+
|
21 |
+
Decline in the slave trade in the 19th century resulted in an economic crisis. Cape Verde's early prosperity slowly vanished. However, the islands' position astride mid-Atlantic shipping lanes made Cape Verde an ideal location for re-supplying ships. Because of its excellent harbour, the city of Mindelo, located on the island of São Vicente, became an important commercial centre during the 19th century.[15] Diplomat Edmund Roberts visited Cape Verde in 1832.[16] Cape Verde was the first stop of Charles Darwin's voyage with HMS Beagle in 1832.[17]
|
22 |
+
|
23 |
+
With few natural resources and inadequate sustainable investment from the Portuguese, the citizens grew increasingly discontented with the colonial masters, who nevertheless refused to provide the local authorities with more autonomy. In 1951, Portugal changed Cape Verde's status from a colony to an overseas province in an attempt to blunt growing nationalism.
|
24 |
+
|
25 |
+
In 1956, Amílcar Cabral and a group of fellow Cape Verdeans and Guineans organised (in Portuguese Guinea) the clandestine African Party for the Independence of Guinea and Cape Verde (PAIGC).[15] It demanded improvement in economic, social and political conditions in Cape Verde and Portuguese Guinea and formed the basis of the two nations' independence movement. Moving its headquarters to Conakry, Guinea in 1960, the PAIGC began an armed rebellion against Portugal in 1961. Acts of sabotage eventually grew into a war in Portuguese Guinea that pitted 10,000 Soviet Bloc-supported PAIGC soldiers against 35,000 Portuguese and African troops.[15]
|
26 |
+
|
27 |
+
By 1972, the PAIGC controlled much of Portuguese Guinea despite the presence of the Portuguese troops, but the organization did not attempt to disrupt Portuguese control in Cape Verde. Portuguese Guinea declared independence in 1973 and was granted de jure independence in 1974. A budding independence movement — originally led by Amílcar Cabral, assassinated in 1973 — passed on to his half-brother Luís Cabral and culminated in independence for the archipelago in 1975.
|
28 |
+
|
29 |
+
Following the April 1974 revolution in Portugal, the PAIGC became an active political movement in Cape Verde. In December 1974, the PAIGC and Portugal signed an agreement providing for a transitional government composed of Portuguese and Cape Verdeans. On 30 June 1975, Cape Verdeans elected a National Assembly which received the instruments of independence from Portugal on 5 July 1975.[15] In the late 1970s and 1980s, most African countries prohibited South African Airways from overflights but Cape Verde allowed them and became a centre of activity for the airline's flights to Europe and the United States.
|
30 |
+
|
31 |
+
Immediately following the November 1980 coup in Guinea-Bissau, relations between Cape Verde and Guinea-Bissau became strained. Cape Verde abandoned its hope for unity with Guinea-Bissau and formed the African Party for the Independence of Cape Verde (PAICV). Problems have since been resolved and relations between the countries are good. The PAICV and its predecessor established a one-party system and ruled Cape Verde from independence until 1990.[15]
|
32 |
+
|
33 |
+
Responding to growing pressure for pluralistic democracy, the PAICV called an emergency congress in February 1990 to discuss proposed constitutional changes to end one-party rule. Opposition groups came together to form the Movement for Democracy (MPD) in Praia in April 1990. Together, they campaigned for the right to contest the presidential election scheduled for December 1990.
|
34 |
+
|
35 |
+
The one-party state was abolished 28 September 1990, and the first multi-party elections were held in January 1991. The MPD won a majority of the seats in the National Assembly, and MPD presidential candidate António Mascarenhas Monteiro defeated the PAICV's candidate with 73.5% of the votes. Legislative elections in December 1995 increased the MPD majority in the National Assembly. The party won 50 of the National Assembly's 72 seats.
|
36 |
+
|
37 |
+
A February 1996 presidential election returned President Monteiro to office. Legislative elections in January 2001 returned power to the PAICV, with the PAICV holding 40 of the National Assembly seats, MPD 30, and Party for Democratic Convergence (PCD) and Labour and Solidarity Party (PTS) 1 each. In February 2001, the PAICV-supported presidential candidate Pedro Pires defeated former MPD leader Carlos Veiga by only 13 votes.[15]
|
38 |
+
|
39 |
+
Cape Verde is a stable semi-presidential representative democratic republic.[3][18] It is among the most democratic nations in Africa, ranking 26th in the world, according to the 2018 Democracy Index.[19] The constitution — adopted in 1980 and revised in 1992, 1995 and 1999 — defines the basic principles of its government. The president is the head of state and is elected by popular vote for a 5-year term.[15]
|
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+
|
41 |
+
The prime minister is the head of government and proposes other ministers and secretaries of state. The prime minister is nominated by the National Assembly and appointed by the president.[citation needed] Members of the National Assembly are elected by popular vote for 5-year terms. Three parties now hold seats in the National Assembly — MPD (36), PAICV (25) and the Cape Verdean Independent Democratic Union (UCID) (3).[20]
|
42 |
+
|
43 |
+
The judicial system consists of a Supreme Court of Justice — whose members are appointed by the president, the National Assembly, and the Board of the Judiciary — and regional courts. Separate courts hear civil, constitutional, and criminal cases. Appeal is to the Supreme Court.[15]
|
44 |
+
|
45 |
+
The two main political parties are PAICV and MPD.[20]
|
46 |
+
|
47 |
+
Cape Verde follows a policy of nonalignment and seeks cooperative relations with all friendly states.[15] Angola, Brazil, China, Libya, Cuba, France, Germany, Portugal, Spain, Senegal, Russia, Luxembourg, and the United States maintain embassies in Praia.[15] Cape Verde maintains a vigorously active foreign policy, especially in Africa.[15]
|
48 |
+
|
49 |
+
Cape Verde is a founding member state of the Community of Portuguese Language Countries (CPLP), also known as the Lusophone Commonwealth, and international organization and political association of Lusophone nations across four continents, where Portuguese is an official language.
|
50 |
+
|
51 |
+
Cape Verde has bilateral relations with some Lusophone nations and holds membership in a number of international organisations.[15] It also participates in most international conferences on economic and political issues.[15] Since 2007, Cape Verde has a special partnership status[21] with the EU, under the Cotonou Agreement, and might apply for special membership, even because the Cape Verdean escudo, the country's currency, is indexed to the Euro.[22] In 2011 Cape Verde ratified the Rome Statute of the International Criminal Court.[23] In 2017 Cape Verde signed the UN treaty on the Prohibition of Nuclear Weapons.[24]
|
52 |
+
|
53 |
+
The military of Cape Verde consists of the National Guard and the Coast Guard; 0.7% of the country's GDP was spent on the military in 2005.
|
54 |
+
|
55 |
+
Having fought their only war for independence against Portugal between 1974 and 1975, the efforts of the Caboverdean Armed Forces have now been turned to combating international drug trafficking. In 2007, together with the Cape Verdean Police, they carried out Operation Flying Launch (Operacão Lancha Voadora), a successful operation to put an end to a drug trafficking group which smuggled cocaine from Colombia to the Netherlands and Germany using the country as a reorder point. The operation took more than three years, being a secret operation during the first two years, and ended in 2010.
|
56 |
+
|
57 |
+
Although located in Africa, Cape Verde has always had close relations with Europe. Because of this, some scholars argue that Cape Verde may be eligible to join the Organization for Security and Co-operation in Europe and NATO.[25]
|
58 |
+
|
59 |
+
The most recent engagement of the Armed Forces was the Monte Tchota massacre that resulted in 11 deaths.[26]
|
60 |
+
|
61 |
+
Cape Verde is often praised as an example among African nations for its stability and developmental growth despite its lack of natural resources. In 2013 then United States President Barack Obama said Cape Verde is "a real success story".[27] Among other achievements, it has been recognised with the following assessments:
|
62 |
+
|
63 |
+
The Cape Verde archipelago is in the Atlantic Ocean, approximately 570 kilometres (350 mi) off the western coast of the African continent, near Senegal, The Gambia, and Mauritania, and is part of the Macaronesia ecoregion. It lies between latitudes 14° and 18°N, and longitudes 22° and 26°W.
|
64 |
+
|
65 |
+
The country is a horseshoe-shaped cluster of ten islands (nine inhabited) and eight islets,[32] that constitute an area of 4033 km2.[32]
|
66 |
+
|
67 |
+
The islands are spatially divided into two groups:
|
68 |
+
|
69 |
+
The largest island, both in size and population, is Santiago, which hosts the nation's capital, Praia, the principal urban agglomeration in the archipelago.[32]
|
70 |
+
|
71 |
+
Three of the Cape Verde islands, Sal, Boa Vista and Maio, are fairly flat, sandy, and dry; the others are generally rockier with more vegetation.
|
72 |
+
|
73 |
+
Geologically, the islands, covering a combined area of slightly over 4,033 square kilometres (1,557 square miles), are principally composed of igneous rocks, with volcanic structures and pyroclastic debris comprising the majority of the archipelago's total volume. The volcanic and plutonic rocks are distinctly basic; the archipelago is a soda-alkaline petrographic province, with a petrologic succession similar to that found in other Macaronesian islands.
|
74 |
+
|
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+
Magnetic anomalies identified in the vicinity of the archipelago indicate that the structures forming the islands date back 125–150 million years: the islands themselves date from 8 million (in the west) to 20 million years (in the east).[33] The oldest exposed rocks occurred on Maio and northern peninsula of Santiago and are 128–131 million year old pillow lavas. The first stage of volcanism in the islands began in the early Miocene, and reached its peak at the end of this period, when the islands reached their maximum sizes. Historical volcanism (within human settlement) has been restricted to the island of Fogo.
|
76 |
+
|
77 |
+
The origin of the islands' volcanism has been attributed to a hotspot, associated with bathymetric swell that formed the Cape Verde Rise.[34] The Rise is one of the largest protuberances in the world's oceans, rising 2.2 kilometres (1.4 miles) in a semi-circular region of 1200 km2, associated with a rise of the geoid and elevated surface heat flow.[33]
|
78 |
+
|
79 |
+
Most recently erupting in 2014, Pico do Fogo is the largest active volcano in the region. It has an 8 kilometres (5 miles) diameter caldera, whose rim is 1,600 metres (5,249 feet) altitude and an interior cone that rises to 2,829 metres (9,281 feet) above sea level. The caldera resulted from subsidence, following the partial evacuation (eruption) of the magma chamber, along a cylindrical column from within magma chamber (at a depth of 8 kilometres (5 miles)).
|
80 |
+
|
81 |
+
Extensive salt flats are found on Sal and Maio.[32] On Santiago, Santo Antão, and São Nicolau, arid slopes give way in places to sugarcane fields or banana plantations spread along the base of towering mountains.[32] Ocean cliffs have been formed by catastrophic debris landslides.[35]
|
82 |
+
|
83 |
+
According to the president of Nauru, Cape Verde has been ranked the eighth most endangered nation due to flooding from climate change.[36]
|
84 |
+
|
85 |
+
Cape Verde's climate is milder than that of the African mainland, because the surrounding sea moderates temperatures on the islands and cold Atlantic currents produce an arid atmosphere around the archipelago. Conversely, the islands do not receive the upwellings (cold streams) that affect the West African coast, so the air temperature is cooler than in Senegal, but the sea is warmer, because the orographic relief of some islands, such as Santiago with steep mountains, cover it with rich woods and luxuriant vegetation where the humid air condenses and soak the plants, rocks, soil, logs, moss, etc. On the higher islands and somewhat wetter islands, exclusively in mountainous areas, like Santo Antão island, the climate is suitable for the development of dry monsoon forest, and laurel forest as this vegetation.[32] Average daily high temperatures range from 26 °C (79 °F) in February to 31 °C (87.8 °F) in September.[37] Cape Verde is part of the Sahelian arid belt, with nothing like the rainfall levels of nearby West Africa.[32] It rains irregularly between August and October, with frequent brief heavy downpours.[32] A desert is usually defined as terrain that receives less than 250 mm (9.8 in) of annual rainfall. Sal's total of (145 mm (5.7 in)) confirms this classification. Most of the year's rain falls in September.[38]
|
86 |
+
|
87 |
+
Sal, Boa Vista and Maio have a flat landscape and arid climate, whilst the other islands are generally rockier and have more vegetation. Because of the infrequent occurrence of rainfall the landscape is arid. The archipelago can be divided into four broad ecological zones — arid, semiarid, subhumid and humid, according to altitude and average annual rainfall ranging from less than 100 millimetres (3.9 inches) in the arid areas of the coast as in the Deserto de Viana (67 millimetres (2.6 inches) in Sal Rei) to more than 1,000 millimetres (39 inches) in the humid mountain. Most rainfall precipitation is due to condensation of the ocean mist.
|
88 |
+
|
89 |
+
In some islands, as Santiago, the wetter climate of the interior and the eastern coast contrasts with the dryer one in the south/southwest coast. Praia, on the southeast coast, is the largest city of the island and the largest city and capital of the country.
|
90 |
+
|
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+
Because of their proximity to the Sahara, most of the Cape Verde islands are dry, but on islands with high mountains and farther away from the coast, by orography, the humidity is much higher, providing a rainforest habitat, although much affected by the human presence. Northeastern slopes of high mountains often receive a lot of rain while southwest slopes do not. These umbria areas are identified with cool and moisture.
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Western Hemisphere-bound hurricanes often have their early beginnings near the Cape Verde Islands. These are referred to as Cape Verde-type hurricanes. These hurricanes can become very intense as they cross warm Atlantic waters away from Cape Verde. The average hurricane season has about two Cape Verde-type hurricanes, which are usually the largest and most intense storms of the season because they often have plenty of warm open ocean over which to develop before encountering land. The five largest Atlantic tropical cyclones on record have been Cape Verde-type hurricanes. Most of the longest-lived tropical cyclones in the Atlantic basin are Cape Verde hurricanes.
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The islands themselves have only been struck by hurricanes twice in recorded history (since 1851): once in 1892, and again in 2015 by Hurricane Fred, the easternmost hurricane ever to form in the Atlantic.
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Cape Verde's isolation has resulted in the islands having a number of endemic species, particularly birds and reptiles, many of which are endangered by human development. Endemic birds include Alexander's swift (Apus alexandri), Bourne's heron (Ardea purpurea bournei), the Raso lark (Alauda razae), the Cape Verde warbler (Acrocephalus brevipennis), and the Iago sparrow (Passer iagoensis).[40] The islands are also an important breeding area for seabirds including the Cape Verde shearwater. Reptiles include the Cape Verde giant gecko (Tarentola gigas).
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Cape Verde is divided into 22 municipalities (concelhos) and subdivided into 32 parishes (freguesias), based on the religious parishes that existed during the colonial period:
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Cape Verde's notable economic growth and improvement in living conditions despite a lack of natural resources has garnered international recognition, with other countries and international organizations often providing development aid. Since 2007, the UN has classified it as a developing nation rather than a least developed country.
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Cape Verde has few natural resources. Only five of the ten main islands (Santiago, Santo Antão, São Nicolau, Fogo, and Brava) normally support significant agricultural production,[43] and over 90% of all food consumed in Cape Verde is imported. Mineral resources include salt, pozzolana (a volcanic rock used in cement production), and limestone.[15] Its small number of wineries making Portuguese-style wines have traditionally focused on the domestic market, but have recently met with some international acclaim. A number of wine tours of Cape Verde's various microclimates began to be offered in spring 2010.
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The economy of Cape Verde is service-oriented, with commerce, transport, and public services accounting for more than 70% of GDP.[citation needed] Although nearly 35% of the population lives in rural areas, agriculture and fishing contribute only about 9% of GDP. Light manufacturing accounts for most of the remainder. Fish and shellfish are plentiful, and small quantities are exported. Cape Verde has cold storage and freezing facilities and fish processing plants in Mindelo, Praia, and on Sal. Expatriate Cape Verdeans contribute an amount estimated at about 20% of GDP to the domestic economy through remittances.[15]
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In spite of having few natural resources and being semi-desert, the country boasts the highest living standards in the region, and has attracted thousands of immigrants of different nationalities.
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Since 1991, the government has pursued market-oriented economic policies, including an open welcome to foreign investors and a far-reaching privatization programme. It established as top development priorities the promotion of a market economy and of the private sector; the development of tourism, light manufacturing industries, and fisheries; and the development of transport, communications, and energy facilities. From 1994 to 2000 about $407 million in foreign investments were made or planned, of which 58% were in tourism,[44] 17% in industry, 4% in infrastructure, and 21% in fisheries and services.[15]
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In 2011, on four islands a wind farm was built that supplies about 30% of the electricity of the country. It is one of the top countries for renewable energy.[45]
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Between 2000 and 2009, real GDP increased on average by over 7 percent a year, well above the average for Sub-Saharan countries and faster than most small island economies in the region. Strong economic performance was bolstered by one of the fastest growing tourism industries in the world, as well as by substantial capital inflows that allowed Cape Verde to build up national currency reserves to the current 3.5 months of imports. Unemployment has been falling rapidly, and the country is on track to achieve most of the UN Millennium Development Goals – including halving its 1990 poverty level.
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In 2007, Cape Verde joined the World Trade Organization (WTO) and in 2008 the country graduated from Least Developed Country (LDC) to Middle Income Country (MIC) status.[46][47]
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Cape Verde has significant cooperation with Portugal at every level of the economy, which has led it to link its currency first to the Portuguese escudo and, in 1999, to the euro. On 23 June 2008 Cape Verde became the 153rd member of the WTO.[48]
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In early January 2018, the government announced that the minimum wage would be raised to 13,000 CVE (US$140 or EUR 130) per month, from 11,000 CVE, which was effective in mid-January 2018.[49][50]
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The European Commission's total allocation for the period of 2008–2013 foreseen for Cape Verde to address "poverty reduction, in particular in rural and periurban areas where women are heading the households, as well as good governance" amounts to €54.1 million.[51]
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Cape Verde's strategic location at the crossroads of mid-Atlantic air and sea lanes has been enhanced by significant improvements at Mindelo's harbour (Porto Grande) and at Sal's and Praia's international airports. A new international airport was opened in Boa Vista in December 2007 and on the island of São Vicente the newest international airport (Cesária Évora Airport) in Cape Verde was opened in late 2009. Ship repair facilities at Mindelo were opened in 1983.[15]
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The major ports are Mindelo and Praia, but all other islands have smaller port facilities. In addition to the international airport on Sal, airports have been built on all of the inhabited islands. All but the airports on Brava and Santo Antão enjoy scheduled air service. The archipelago has 3,050 km (1,895 mi) of roads, of which 1,010 km (628 mi) are paved, most using cobblestone.[15]
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The country's future economic prospects depend heavily on the maintenance of aid flows, the encouragement of tourism, remittances, outsourcing labour to neighbouring African countries, and the momentum of the government's development programme.[15]
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|
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The official Census recorded that Cape Verde had a population of 512,096 in 2013.[52] A large proportion (236,000) of Cape Verdeans live on the main island, Santiago.[53]
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The Cape Verde archipelago was uninhabited when the Portuguese discovered it in 1456. The modern population of Cape Verde descends from the mixture of European settlers and African slaves who were brought to the islands to work on Portuguese plantations. Most Cape Verdeans are therefore mulattos, also called mestiços in Portuguese. Another term is creole, meaning those of mixed native-born African and native-born European descent.
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European input included Spaniards and Italian seamen who were granted land by the Portuguese Empire, followed by Portuguese settlers and exiles, as well as Portuguese Muslims (ethnic Moors) and Portuguese Jews (ethnic Sephardim). Both of these religious groups were victims of the Inquisition. Other immigrants came from places such as the Netherlands, France, Britain, the Arab countries (especially Lebanon and Morocco), China (especially from Macau), India, Indonesia, South America, and North America (including people of Portuguese and African descent) and were absorbed into the mestiço population.
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Cape Verde's population in the 21st century is mostly creole; the capital city Praia accounts for a quarter of the country's population. Over 65% of the population in the archipelago live in urban centers, and the literacy rate is 89% (i.e., 93,3% among men aged 15 and above and 84,7% among women aged 15 and above) according to the 2017 National Statistics Bureau data. Many Cape Verdeans have since emigrated, mainly to the United States and Europe.
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A genetic study revealed that the ancestry of the population in Cape Verde is predominantly European in the male line and West African in the female line; counted together the percentage is 56% African and 44% European.[54] The high degree of genetic and ethnic mixture of individuals is a result of centuries of migration.
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|
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Cape Verde's official language is Portuguese.[1] It is the language of instruction and government. It is also used in newspapers, television, and radio.
|
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+
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+
Cape Verdean Creole is used colloquially and is the mother tongue of virtually all Cape Verdeans. The national constitution calls for measures to give it parity with Portuguese.[1] Cape Verdean Creole or Kriolu is a dialect continuum of a Portuguese-based creole. There is a substantial body of literature in Creole, especially in the Santiago Creole and the São Vicente Creole. Creole has been gaining prestige since the nation's independence from Portugal.
|
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|
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The differences between the forms of the language within the islands have been a major obstacle in the way of standardization of the language. Some people have advocated the development of two standards: a North (Barlavento) standard, centered on the São Vicente Creole, and a South (Sotavento) standard, centered on the Santiago Creole. Manuel Veiga, PhD, a linguist and Minister of Culture of Cape Verde, is the premier proponent of Kriolu's officialization and standardization.[55]
|
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+
|
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+
Religion in Cape Verde (2010)[56]
|
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+
|
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Around 95% of the population are Christian. More than 85% of the population was nominally Roman Catholic in 2007.[57] For a minority of the population, Catholicism is syncretized with African influences.[58]
|
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+
|
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+
As of 2007, the largest Protestant denomination is the Church of the Nazarene; other groups include the Seventh-day Adventist Church, The Church of Jesus Christ of Latter-day Saints, the Assemblies of God, the Universal Church of the Kingdom of God, and other Pentecostal and evangelical groups.[57] There is a small Muslim community.[57] There were Jewish settlements on several islands.[59] The number of atheists is estimated at less than 1% of the population.[57]
|
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+
|
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+
Today, more Cape Verdeans live abroad (nearly a million) than in Cape Verde itself, with significant emigrant[60] Cape Verdean communities in the United States (500,000) of Cape Verdean descent, with a major concentration on the New England coast; Providence, Rhode Island, New Bedford, Massachusetts, Boston, Massachusetts. Brockton, Massachusetts is the city with the largest number of Cape Verdean descents and immigrants (18,832)[61] in the United States.
|
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+
|
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+
There are significant Cape Verde populations in Portugal (150,000), Angola (45,000), São Tomé and Príncipe (25,000), Senegal (25,000), the Netherlands (20,000, of which 15,000 are concentrated in Rotterdam), Spain (65,500), United Kingdom (35,500), France (25,000), Italy (10,000), Luxembourg (7,000), and Scandinavia (7,000). There is a Cape Verdean community in Argentina numbering 8,000. A large number of Cape Verdeans and people of Cape Verdean descent who emigrated before 1975 are not included in these statistics, because Cape Verdeans had Portuguese passports before 1975.
|
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+
|
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+
The Chinese make up a sizable and important segment of the immigrant population in Cape Verde. The immigrants from the nearby West African coast make up the majority of foreigners in the country. Over the last several years, a few thousand Europeans and Latin Americans have settled in the country. On the islands, there are over 22,000 foreign-born naturalized Cape Verdeans who hail from over 90 countries around the world, living and working in the country on a permanent basis.
|
155 |
+
|
156 |
+
Over the years, Cape Verde has increasingly become a net immigration country due to its relative high per capita income, political and social stability, and freedom.[citation needed]
|
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+
|
158 |
+
Emigrants from the Cape Verde islands to North America have a long history of involvement with the armed forces. They have enlisted in aid of the Revolutionary War, the Civil War, the First and Second World Wars, as well as the Korean and Vietnam Wars.[62] Cape Verdeans moved to places all over the world, from Macau to Haiti, and Argentina to northern Europe.[63]
|
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|
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+
The Cape Verdean people's history and experience with immigration has inspired many songs and musicians, like the song Sodade by Cesaria Evora.[64]
|
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+
|
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+
The infant mortality rate among Cape Verdean children between 0 and 5 years old is 15 per 1,000 live births according to the latest (2017) data from the National Statistics Bureau,[65] while the maternal mortality rate is 42 deaths per 100,000 live births. The HIV-AIDS prevalence rate among Cape Verdeans between 15 and 49 years old is 0.8%.[66]
|
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+
|
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+
According to the latest data (2017) from the National Statistics Bureau,[65] life expectancy at birth in Cape Verde is 76,2 years, that is, 72,2 years for males and 80,2 years for females. There are six hospitals in the Cape Verde archipelago: two central hospitals (one in the capital city of Praia and one in Mindelo, São Vicente) and four regional hospitals (one in Santa Catarina (northern Santiago region), one on São Antão, one on Fogo, and one on Sal). In addition, there are 28 health centers, 35 sanitation centers and a variety of private clinics located throughout the archipelago.
|
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+
|
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+
Cape Verde's population is among the healthiest in Africa. Since its independence, it has greatly improved its health indicators. Besides having been promoted to the group of "medium development" countries in 2007, leaving the least developed countries category (becoming the second country to do so[67]), is currently the 10th best ranked country in Africa in its Human Development Index.
|
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+
|
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+
The total expenditure for health was 7.1% of GDP (2015).
|
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+
|
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+
Although the Cape Verdean educational system is similar to the Portuguese system, over the years the local universities have been increasingly adopting the American educational system; for instance, all 10 existing universities in the country offer 4-year bachelor's degree programs as opposed to 5-year bachelor's degree programs that existed before 2010. Cape Verde has the second best educational system in Africa, after South Africa.[citation needed]
|
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Primary school education in Cape Verde is mandatory and free for children between the ages of 6 and 14 years.[68]
|
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+
|
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+
In 2011, the net enrollment ratio for primary school was 85%.[68][69] Approximately 90% of the total population over 15 years of age is literate, and roughly 25% of the population holds a college degree; a significant number of these college graduates hold doctorate degrees in different academic fields. Textbooks have been made available to 90 percent of school children, and 98 percent of the teachers have attended in-service teacher training.[68] Although most children have access to education, some problems remain.[68] For example, there is insufficient spending on school materials, lunches, and books.[68]
|
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+
|
175 |
+
As of October 2016[update], there were 69 secondary schools throughout the archipelago (including 19 private secondary schools) and at least 10 universities in the country which are based on the two islands of Santiago and São Vicente.
|
176 |
+
|
177 |
+
In 2015, 23% of the Cape Verdean population had either attended or graduated from secondary schools.
|
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When it came to higher education, 9% of Cape Verdean men and 8% of Cape Verdean women held a bachelor's degree or had attended universities. The overall college education rate (i.e., college graduates and undergraduate students) in Cape Verde is about 24%, in relation to the local college age population [1].
|
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The total expenditure on education was 5.6% of GDP (2010).
|
180 |
+
The mean years of schooling of adults over 25 years is 12.
|
181 |
+
|
182 |
+
In 2011, Cape Verde devoted just 0.07% of its GDP to research and development, among the lowest rates in West Africa. The Ministry of Higher Education, Science and Culture plans to strengthen the research and academic sectors by placing emphasis on greater mobility, through exchange programmes and international co-operation agreements. As part of this strategy, Cape Verde is participating in the Ibero-American academic mobility programme that expects to mobilize 200,000 academics between 2015 and 2020.[70]
|
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+
|
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+
Cape Verde counted 25 researchers in 2011, a researcher density of 51 per million inhabitants. The world average was 1,083 per million in 2013. All 25 researchers were working in the government sector in 2011 and one in three were women (36%). There was no research being conducted in either medical or agricultural sciences. Of the eight engineers involved in research and development, one was a woman. Three of the five researchers working in natural sciences were women, as were three of the six social scientists and two of the five researchers from the humanities.[70]
|
185 |
+
|
186 |
+
In 2015, the government was planning to build a 'cyber-island' which would develop and offer services that include software development, computer maintenance and back office operations. Approved in 2013, the Praia Technology Park is a step in this direction. Financed by the African Development Bank, it is expected to be operational by 2018.[70]
|
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+
|
188 |
+
Theft and burglary are common in Cape Verde, especially in crowded environments such as marketplaces, festivals, and celebrations.[71] Often the perpetrators of these crimes are gangs of street children.[71] Murders are concentrated in the major population centres of Praia and Mindelo.[71]
|
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+
|
190 |
+
The culture of Cape Verde is characterized by a mixture of European and African elements. This is not a sum of two cultures living side by side, but a new culture resulting from an exchange that began in the 15th century.
|
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+
|
192 |
+
The Cape Verdean case may be situated in the common context of African nations, in which elites, who questioned European racial and cultural superiority and who in some cases undertook a long armed struggle against European imperialism and national liberation, use the rule of Western codes as the main instrument of internal domination.[32]
|
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+
|
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+
Cape Verdean social and cultural patterns are similar to those of rural Portugal.[32] Football games and church activities are typical sources of social interaction and entertainment.[32] The traditional walk around the praça (town square) to meet friends is practiced regularly in Cape Verde towns.[32]
|
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|
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+
In towns with electricity, television is available on three channels; one state owned (RTC - TCV) and three foreign owned, RTI Cabo Verde launched by the Portuguese-based RTI in 2005, on 31 March 2007, Record Cabo Verde, its own version was launched by the Brazilian-based Rede Record.[32] Cape Verde has now received TV CPLP and some of its programs are broadcast, the network first aired in 2016. Premium channels includes the Cape Verdean versions of Boom TV and Zap Cabo Verde, two channels owned by Brazil's Record.[72] Other premium channels are aired in Cape Verde, especially satellite networks common in hotels and villas. Availability is mostly limited, though. One channel is RDP África, the African version of the Portuguese radio station RDP.
|
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+
|
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+
As of early 2017, about 19% of the Cape Verdean population own an active cellular phone, 70% have access to the Internet, 11% own a landline telephone, and 2% of the population subscribe to local cable TV. In 2003, Cape Verde had 71,700 main line telephones with an additional 53,300 cellular phones in use throughout the country.
|
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|
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+
In 2004, there were seven radio stations; six independent and one state owned. The media is operated by the Capeverdean News Agency (secondarily as Inforpress). Nationwide radio stations include RCV, RCV+, Radio Kriola, the religious station Radio Nova.[citation needed] Local radio stations include Rádio Praia, the first radio station in Cape Verde, Praia FM, the first FM station in the nation, Rádio Barlavento, Rádio Clube do Mindelo and Radio Morabeza in Mindelo.[citation needed]
|
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|
202 |
+
The Cape Verdean people are known for their musicality, well expressed by popular manifestations such as the Carnival of Mindelo. Cape Verde music incorporates "African, Portuguese and Brazilian influences."[73] Cape Verde's quintessential national music is the morna, a melancholy and lyrical song form typically sung in Cape Verdean Creole. The most popular music genre after morna is the coladeira, followed by funaná and batuque music. Cesária Évora was the best-known Cape Verdean singer in the world, known as the "barefoot diva", because she liked to perform barefooted on stage. The international success of Cesária Évora has made other Cape Verdean artists, or descendants of Cape Verdeans born in Portugal, gain more space in the music market. Examples of this are singers Sara Tavares, Lura and Mayra Andrade.
|
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+
|
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+
Another great exponent of traditional music from Cape Verde was Antonio Vicente Lopes, better known as Travadinha and Ildo Lobo, who died in 2004. The House of Culture in the center of the city of Praia is called Ildo Lobo House of Culture, in his honor.
|
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|
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There are also well known artists born to Cape Verdean parents who excelled themselves in the international music scene. Amongst these artists are jazz pianist Horace Silver, Duke Ellington's saxophonist Paul Gonsalves, Teófilo Chantre, Paul Pena, the Tavares brothers and singer Lura.
|
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|
208 |
+
Dance forms include the soft dance morna, the coladeira, the Cape Verdean version of the zouk from Guadeloupe called Cabo love, the Funaná (a sensual mixed Portuguese and African dance), the Batuque dance, and the Cabo Zouk.
|
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+
|
210 |
+
Cape Verdean literature is one of the richest of Lusophone Africa. Famous poets include Paulino Vieira, Manuel de Novas, Sergio Frusoni, Eugénio Tavares, and B. Léza, and famous authors include Baltasar Lopes da Silva, António Aurélio Gonçalves, Manuel Lopes, Orlanda Amarílis, Henrique Teixeira de Sousa, Arménio Vieira, Kaoberdiano Dambará, Dr. Azágua, and Germano Almeida.
|
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+
|
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+
The Carnival and the island of São Vicente are portrayed in the 2015 feature documentary Tchindas, nominated at the 12th Africa Movie Academy Awards.
|
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+
|
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+
The Cape Verde diet is mostly based on fish and staple foods like corn and rice. Vegetables available during most of the year are potatoes, onions, tomatoes, manioc, cabbage, kale, and dried beans. Fruits such as bananas and papayas are available year-round, while others like mangoes and avocados are seasonal.[32]
|
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+
|
216 |
+
A popular dish served in Cape Verde is Cachupa, a slow cooked stew of corn (hominy), beans, and fish or meat. A common appetizer is the pastel which is a pastry shell filled with fish or meat that is then fried.[32]
|
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+
|
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+
The country's most successful sports team is the Cape Verde national basketball team, which won the bronze medal at the FIBA Africa Championship 2007, after beating Egypt in its last game. The country's most well-known player is Walter Tavares, who plays for Real Madrid of Spain.
|
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+
|
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Cape Verde is famous for wave sailing[citation needed] (a type of windsurfing) and kiteboarding[citation needed]. Josh Angulo, a Hawaiian and 2009 PWA Wave World Champion, has done much to promote the archipelago as a windsurfing destination.[citation needed] Mitu Monteiro, a local kitesurfer, was the 2008 Kite Surfing World Champion in the wave discipline.
|
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+
|
222 |
+
The Cape Verde national football team, nicknamed either the Tubarões Azuis (Blue Sharks) or Crioulos (Creoles), is the national team of Cape Verde and is controlled by the Cape Verdean Football Federation. The team has played at two Africa Cup of Nations, in 2013 and 2015.[74]
|
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+
|
224 |
+
The country has competed at every Summer Olympics since 1996.
|
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+
|
226 |
+
There are four international ports: Mindelo, São Vicente; Praia, Santiago; Palmeira, Sal; and Sal Rei, Boa Vista. Mindelo on São Vicente is the main port for cruise liners and the terminus for the ferry service to Santo Antão. Praia on Santiago is a main hub for local ferry services to other islands. Palmeira on Sal supplies fuel for the main airport on the island, Amílcar Cabral International Airport, and is important for the hotel construction taking place on the island. Porto Novo on Santo Antão is the only source for imports and exports of produce from the island as well as passenger traffic since the closure of the airstrip at Ponta do Sol.
|
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There are smaller harbors, essentially single jetties at Tarrafal on São Nicolau, Sal Rei on Boa Vista, Vila do Maio (Porto Inglês) on Maio, São Filipe on Fogo and Furna on Brava. These act as terminals for the inter-island ferry services, which carry both freight and passengers. The pier at Santa Maria on Sal used by both fishing and dive boats has been rehabilitated.
|
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+
|
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+
There were seven operational airports as of 2014[update] — 4 international and 3 domestic. Two others were non-operational, one on Brava and the other on Santo Antão, closed for safety reasons.
|
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+
|
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+
Due to its geographical location, Cape Verde is often flown over by transatlantic airliners. It is part of the conventional air traffic route from Europe to South America, which goes from southern Portugal via the Canary Islands and Cape Verde to northern Brazil.
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15th century
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16th century
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+
15th century
|
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|
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16th century
|
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|
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17th century
|
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18th century
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|
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19th century
|
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16th century
|
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|
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17th century
|
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|
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|
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|
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15th century
|
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|
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16th century
|
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Portuguese India
|
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|
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|
271 |
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|
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|
273 |
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|
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+
17th century
|
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Portuguese India
|
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|
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+
18th century
|
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Portuguese India
|
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|
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|
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16th century
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|
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17th century
|
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|
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|
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|
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19th century
|
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Portuguese Macau
|
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|
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+
20th century
|
292 |
+
Portuguese Macau
|
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|
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|
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|
296 |
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15th century [Atlantic islands]
|
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|
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16th century [Canada]
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16th century
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310 |
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17th century
|
311 |
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|
312 |
+
18th century
|
313 |
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|
314 |
+
|
315 |
+
|
316 |
+
19th century
|
317 |
+
|
318 |
+
|
319 |
+
|
320 |
+
Coordinates: 15°06′40″N 23°37′00″W / 15.11111°N 23.61667°W / 15.11111; -23.61667
|
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1 |
+
Coordinates: 62°00′N 06°47′W / 62.000°N 6.783°W / 62.000; -6.783
|
2 |
+
|
3 |
+
in Europe (green and dark grey)
|
4 |
+
|
5 |
+
in the Kingdom of Denmark (beige)
|
6 |
+
|
7 |
+
The Faroe or Faeroe Islands /ˈfɛəroʊ/ (Faroese: Føroyar, pronounced [ˈfœɹjaɹ]; Danish: Færøerne, pronounced [ˈfɛɐ̯ˌøˀɐnə]) are a North Atlantic archipelago located 320 kilometres (200 mi) north-northwest of Scotland, and about halfway between Norway and Iceland. It is an autonomous territory[8] within the Kingdom of Denmark. The islands have a total area of about 1,400 square kilometres (540 sq mi) with a population of 52,110 as of January 2020[update].[3]
|
8 |
+
|
9 |
+
The terrain is rugged; the climate is subpolar oceanic climate (Cfc)—windy, wet, cloudy, and cool. Temperatures average above freezing throughout the year because of the Gulf Stream. As a result of the moderation and the northerly latitude, summers normally hover around 12 °C (54 °F). Average temperatures are 5 °C (41 °F) in winter.[9] The northerly latitude location also results in perpetual civil twilight during summer nights and very short winter days.
|
10 |
+
|
11 |
+
Between 1035 and 1814, the Faroe Islands were part of the Kingdom of Norway, which was in a personal union with Denmark from 1450. In 1814, the Treaty of Kiel transferred Norway to the King of Sweden, on the winning side of the Napoleonic Wars, whereas Denmark retained the Faroe Islands, along with Greenland and Iceland. The Faroe Islands have been a self-governing part of the Kingdom of Denmark since 1948,[10] controlling most areas apart from military defence, policing, justice, currency, and foreign affairs.[11] Because the Faroe Islands are not part of the same customs area as Denmark, the country has an independent trade policy, and can establish trade agreements with other states. In the Nordic Council, they are represented as part of the Danish delegation. In certain sports, the Faroe Islands field their own national teams.
|
12 |
+
|
13 |
+
Despite only having one laureate, the Faroe Islands currently have the most Nobel laureates per capita worldwide.
|
14 |
+
|
15 |
+
In Faroese, the name appears as Føroyar. Oyar represents the plural of oy, older Faroese for "island". Due to sound changes, the modern Faroese word for island is oyggj. The first element, før, may reflect an Old Norse word fær (sheep), although this analysis is sometimes disputed because Faroese now uses the word seyður (from Old Norse sauðr) to mean "sheep". Another possibility is that the Irish monks, who settled the island around 625, had already given the islands a name related to the Gaelic word fearrann, meaning "land" or "estate". This name could then have been passed on to the Norwegian settlers, who then added oyar (islands).[12] The name thus translates as either "Islands of Sheep" or "Islands of Fearrann".
|
16 |
+
|
17 |
+
In Danish, the name Færøerne contains the same elements, though øerne is the definite plural of ø (island).
|
18 |
+
|
19 |
+
In English, it may be seen as redundant to say the Faroe Islands, since the oe comes from an element meaning "island". This is seen in the BBC Shipping Forecast, where the waters around the islands are called Faeroes. The name is also sometimes spelled "Faeroe".[13][14]
|
20 |
+
|
21 |
+
Archaeological evidence shows settlers living on the Faroe Islands in two successive periods before the Norse arrived, the first between 300 and 600 and the second between 600 and 800.[15] Scientists from the University of Aberdeen have also found early cereal pollen from domesticated plants, which further suggests people may have lived on the islands before the Vikings arrived.[16] Archaeologist Mike Church noted that Dicuil (see below) mentioned what may have been the Faroes. He also suggested that the people living there might have been from Ireland, Scotland, or Scandinavia, possibly with groups from all three areas settling there.[17]
|
22 |
+
|
23 |
+
A Latin account of a voyage made by Brendan, an Irish monastic saint who lived around 484–578, includes a description of insulae (islands) resembling the Faroe Islands. This association, however, is far from conclusive in its description.[18]
|
24 |
+
|
25 |
+
Dicuil, an Irish monk of the early ninth century, wrote a more definite account. In his geographical work De mensura orbis terrae he claimed he had reliable information of heremitae ex nostra Scotia ("hermits from our land of Ireland/Scotland") who had lived on the northerly islands of Britain for almost a hundred years until the arrival of Norse pirates.[19]
|
26 |
+
|
27 |
+
Norsemen settled the islands c. 800, bringing Old West Norse, which evolved into the modern Faroese language. According to Icelandic sagas such as Færeyjar Saga, one of the best known men in the island was Tróndur í Gøtu, a descendant of Scandinavian chiefs who had settled in Dublin, Ireland. Tróndur led the battle against Sigmund Brestursson, the Norwegian monarchy and the Norwegian church.
|
28 |
+
|
29 |
+
The Norse and Norse–Gael settlers probably did not come directly from Scandinavia, but rather from Norse communities surrounding the Irish Sea, Northern Isles, and Outer Hebrides of Scotland, including the Shetland and Orkney islands. A traditional name for the islands in Irish, Na Scigirí, possibly refers to the (Eyja-)Skeggjar "(Island-)Beards", a nickname given to island dwellers.
|
30 |
+
|
31 |
+
According to the Færeyinga saga, more emigrants left Norway who did not approve of the monarchy of Harald Fairhair (ruled c. 872 to 930). These people settled the Faroes around the end of the ninth century.[20] Early in the eleventh century, Sigmundur Brestisson (961–1005) – whose clan had flourished in the southern islands before invaders from the northern islands almost exterminated it – escaped to Norway. He was sent back to take possession of the islands for Olaf Tryggvason, King of Norway from 995 to 1000. Sigmundur introduced Christianity, forcing Tróndur í Gøtu to convert or face beheading and, although Sigmundur was subsequently murdered, Norwegian taxation was upheld. Norwegian control of the Faroes continued until 1814, although, when the Kingdom of Norway (872–1397) entered the Kalmar Union with Denmark, it gradually resulted in Danish control of the islands. The Reformation with Protestant Evangelical Lutheranism and Reformed reached the Faroes in 1538. When the union between Denmark and Norway dissolved as a result of the Treaty of Kiel in 1814, Denmark retained possession of the Faroe Islands; Norway itself was joined in a union with Sweden.
|
32 |
+
|
33 |
+
Following the turmoil caused by the Napoleonic Wars (1803-1815) in 1816, the Faroe Islands became a county in the Danish Kingdom.[21]
|
34 |
+
|
35 |
+
As part of Mercantilism, Denmark maintained a monopoly over trade with the Faroe Islands and forbade their inhabitants trading with others (e.g. the geographically close Britain). The trade monopoly in the Faroe Islands was abolished in 1856, after which the area developed as a modern fishing nation with its own fishing fleet. The national awakening from 1888 initially arose from a struggle to maintain the Faroese language and was thus culturally oriented, but after 1906 it became more political with the foundation of political parties of the Faroe Islands.
|
36 |
+
|
37 |
+
In the first year of the Second World War, on 12 April 1940, British troops occupied the Faroe Islands. Nazi Germany had invaded Denmark and commenced the invasion of Norway on 9 April 1940 under Operation Weserübung. In 1942–1943, the British Royal Engineers, under the leadership of Lt. Col. William Law, MC, built the only airport in the Faroe Islands, Vágar Airport. Control of the islands reverted to Denmark following the war, but Danish rule had been undermined, and Iceland's full independence served as a precedent for many Faroese.
|
38 |
+
|
39 |
+
The 1946 Faroese independence referendum resulted in 50.73% in favour of independence to 49.27% against.[22] The Faroe Islands subsequently declared independence on 18 September 1946; however, this declaration was annulled by Denmark on 20 September on the grounds that a majority of the Faroese voters had not supported independence and King Christian X of Denmark dissolved the Faroese Løgting on 24 September.[23][24] The dissolution of the Løgting was on 8 November followed by the Faroese parliamentary election of 1946 in which the parties in favour of full independence received a total of 5,396 votes while the parties against received a total of 7,488 votes.[25] As a reaction to the growing self-government and independence movements, Denmark finally granted the Faroe Islands home-rule with a high degree of local autonomy on 30 March 1948.[23]
|
40 |
+
|
41 |
+
In 1973 the Faroe Islands declined to join Denmark in entering the European Economic Community (later absorbed into the European Union). The islands experienced considerable economic difficulties following the collapse of the fishing industry in the early 1990s, but have since made efforts to diversify the economy.[citation needed]
|
42 |
+
|
43 |
+
The Faroe Islands are an island group consisting of 18 major islands (and a total of 779 islands, islets, and skerries) about 655 kilometres (407 mi) off the coast of Northern Europe, between the Norwegian Sea and the North Atlantic Ocean, about halfway between Iceland and Norway, the closest neighbours being the Northern Isles and the Outer Hebrides of Scotland. Its coordinates are 62°00′N 06°47′W / 62.000°N 6.783°W / 62.000; -6.783.
|
44 |
+
|
45 |
+
Distance from the Faroe Islands to:
|
46 |
+
|
47 |
+
The islands cover an area of 1,399 square kilometres (540 sq. mi) and have small lakes and rivers, but no major ones. There are 1,117 kilometres (694 mi) of coastline.[26] The only significant uninhabited island is Lítla Dímun.
|
48 |
+
|
49 |
+
The islands are rugged and rocky with some low peaks; the coasts are mostly cliffs. The highest point is Slættaratindur in northern Eysturoy, 882 metres (2,894 ft) above sea level.
|
50 |
+
|
51 |
+
The Faroe Islands are made up of an approximately six-kilometers-thick succession of mostly basaltic lava that was part of the great North Atlantic Igneous Province during the Paleogene period.[27] The lavas were erupted during the opening of the North Atlantic ocean, which began about 60 million years ago, and what is today the Faroe Islands was then attached to Greenland.[28][29] The lavas are underlain by circa 30 km of unidentified ancient continental crust.[30][31]
|
52 |
+
|
53 |
+
The climate is classed as subpolar oceanic climate according to the Köppen climate classification: Cfc, with areas having a tundra climate, especially in the mountains, although some coastal or low-lying areas may have very mild-winter versions of a tundra climate. The overall character of the climate of the islands is influenced by the strong warming influence of the Atlantic Ocean, which produces the North Atlantic Current. This, together with the remoteness of any source of landmass-induced warm or cold airflows, ensures that winters are mild (mean temperature 3.0 to 4.0 °C or 37 to 39 °F) while summers are cool (mean temperature 9.5 to 10.5 °C or 49 to 51 °F).
|
54 |
+
|
55 |
+
The islands are windy, cloudy, and cool throughout the year with an average of 210 rainy or snowy days per year. The islands lie in the path of depressions moving northeast, making strong winds and heavy rain possible at all times of the year. Sunny days are rare and overcast days are common. Hurricane Faith struck the Faroe Islands on 5 September 1966 with sustained winds over 100 mph (160 km/h) and only then did the storm cease to be a tropical system.[32]
|
56 |
+
|
57 |
+
The climate varies greatly over small distances, due to the altitude, ocean currents, topography, and winds. Precipitation varies considerably throughout the archipelago. In some highland areas, snow cover may last for months with snowfalls possible for the greater part of the year (on the highest peaks, summer snowfall is by no means rare), while in some sheltered coastal locations, several years pass without any snowfall whatsoever. Tórshavn receives frosts more often than other areas just a short distance to the south. Snow also is seen at a much higher frequency than on outlying islands nearby. The area receives on average 49 frosts a year.[33]
|
58 |
+
|
59 |
+
The collection of meteorological data on the Faroe Islands began in 1867.[34] Winter recording began in 1891, and the warmest winter occurred in 2016–17 with an average temperature of 6.1 °C (43 °F).[35]
|
60 |
+
|
61 |
+
The natural vegetation of the Faroe Islands is dominated by arctic-alpine plants, wildflowers, grasses, moss, and lichen. Most of the lowland area is grassland and some is heath, dominated by shrubby heathers, mainly Calluna vulgaris. Among the herbaceous flora that occur in the Faroe Islands is the cosmopolitan marsh thistle, Cirsium palustre.[38]
|
62 |
+
|
63 |
+
Although there are no trees native to the Faroe Islands, limited species were able to be successfully introduced to the region, including the black cottonwood, also known as the California poplar (Populus trichocarpa).
|
64 |
+
|
65 |
+
A collection of Faroese marine algae resulting from a survey sponsored by NATO,[citation needed] the British Museum (Natural History) and the Carlsberg Foundation, is preserved in the Ulster Museum (catalogue numbers: F3195–F3307). It is one of ten exsiccatae sets. A few small plantations consisting of plants collected from similar climates such as Tierra del Fuego in South America and Alaska thrive on the islands.
|
66 |
+
|
67 |
+
The bird fauna of the Faroe Islands is dominated by seabirds and birds attracted to open land such as heather, probably because of the lack of woodland and other suitable habitats. Many species have developed special Faroese sub-species: common eider, Common starling, Eurasian wren, common murre, and black guillemot.[39] The pied raven, a color morph of the North Atlantic subspecies of the common raven, was endemic to the Faroe Islands, but now has become extinct.
|
68 |
+
|
69 |
+
Only a few species of wild land mammals are found in the Faroe Islands today, all introduced by humans. Three species are thriving on the islands today: mountain hare (Lepus timidus), brown rat (Rattus norvegicus), and the house mouse (Mus musculus). Apart from these, there is a local domestic sheep breed, the Faroe sheep (depicted on the coat of arms), and there once was a variety of feral sheep, which survived on Lítla Dímun until the mid-nineteenth century.[40]
|
70 |
+
|
71 |
+
Grey seals (Halichoerus grypus) are common around the shorelines.[citation needed] Several species of cetacea live in the waters around the Faroe Islands. Best known are the long-finned pilot whales (Globicephala melaena), which still are hunted by the islanders in accordance with longstanding local tradition.[41] Orcas (Orcinus orca) are regular visitors around the islands.
|
72 |
+
|
73 |
+
The domestic animals of the Faroe Islands are a result of 1,200 years of isolated breeding. As a result, many of the islands' domestic animals are found nowhere else in the world. Faroese domestic breeds include Faroe pony, Faroe cow, Faroe sheep, Faroese goose, and Faroese duck.
|
74 |
+
|
75 |
+
The Faroese government holds executive power in local government affairs. The head of the government is called the Løgmaður ("Chief Justice") and serves as Prime Minister and head of Faroese Government. Any other member of the cabinet is called a landsstýrismaður/ráðharri ("Male Minister of the Faroese Government") or landsstýriskvinna/ráðfrú ("Female Minister of the Faroese Government"). The Faroese parliament – the Løgting ("Court of Law") – dates back to Viking times and is believed to be one of the oldest parliaments in the world. The parliament currently has 33 members.[42]
|
76 |
+
|
77 |
+
In contemporary times, elections are held at municipal, national (Løgting), and Danish (Folketing) levels. Until 2007, there were seven electoral districts, each comprising a sýsla, while Streymoy was divided into a northern and southern part (Tórshavn region). However, on 25 October 2007, changes were made such that the entire country is one electoral district, giving each vote equal weight.
|
78 |
+
|
79 |
+
Administratively, the islands are divided into 29 municipalities (kommunur) within which there are 120 or so settlements.
|
80 |
+
|
81 |
+
Traditionally, there are also the six sýslur (similar to the British "shire": Norðoyar, Eysturoy, Streymoy, Vágar, Sandoy, and Suðuroy). Although today sýsla technically means "police district", the term is still commonly used to indicate a geographical region. In earlier times, each sýsla had its own assembly, the so-called várting ("spring assembly").
|
82 |
+
|
83 |
+
The Faroe Islands have been under Norwegian-Danish control since 1388. The 1814 Treaty of Kiel terminated the Danish–Norwegian union, and Norway came under the rule of the King of Sweden, while the Faroe Islands, Iceland, and Greenland remained Danish possessions. From ancient times the Faroe Islands had a parliament (Løgting), which was abolished in 1816, and the Faroe Islands were to be governed as an ordinary Danish amt (county), with the Amtmand as its head of government. In 1851, the Løgting was reinstated, but, until 1948, served mainly as an advisory body.
|
84 |
+
|
85 |
+
The islands are home to a notable independence movement that has seen an increase in popularity within recent decades. At the end of World War II, some of the population favoured independence from Denmark, and on 14 September 1946, an independence referendum was held on the question of secession. It was a consultative referendum; the parliament was not bound to follow the people's vote. This was the first time that the Faroese people had been asked whether they favoured independence or wanted to continue within the Danish kingdom.
|
86 |
+
|
87 |
+
The result of the vote was a majority in favour of secession. The Speaker of the Løgting, together with the majority, started the process of becoming a sovereign nation. The minority of the Løgting left in protest, because they thought these actions were illegal. One parliament member, Jákup í Jákupsstovu, was shunned from his own party, the Social Democratic Party, because he joined the majority of the Løgting.
|
88 |
+
|
89 |
+
The Speaker of the Løgting declared the Faroe Islands independent on 18 September 1946.
|
90 |
+
|
91 |
+
On 25 September 1946, a Danish prefect announced to the Løgting, that the king had dissolved the parliament and wanted new elections, therefore not honoring the wish of the majority.
|
92 |
+
|
93 |
+
A parliamentary election was held a few months later, in which the political parties that favoured staying in the Danish kingdom increased their share of the vote and formed a coalition. Based on this, they chose to reject secession. Instead, a compromise was made and the Folketing passed a home-rule law that went into effect in 1948. The Faroe Islands' status as a Danish amt was thereby brought to an end; the Faroe Islands were given a high degree of self-governance, supported by a financial subsidy from Denmark to recompense expenses the islands have on Danish services.
|
94 |
+
|
95 |
+
In protest to the new Home Rule Act, the Republic Party (Tjóðveldi), was founded.
|
96 |
+
|
97 |
+
At present, the islanders are about evenly split between those favouring independence and those who prefer to continue as a part of the Kingdom of Denmark. Within both camps there is a wide range of opinions. Of those who favour independence, some are in favour of an immediate unilateral declaration of independence. Others see it as something to be attained gradually and with the full consent of the Danish government and the Danish nation. In the unionist camp there are also many who foresee and welcome a gradual increase in autonomy even while strong ties with Denmark are maintained.
|
98 |
+
|
99 |
+
As of 2011[update], a new draft Faroese constitution is being drawn up. However the draft has been declared by the former Danish Prime Minister, Lars Løkke Rasmussen, as incompatible with Denmark's constitution and if the Faroese political parties wish to continue with it, then they must declare independence.[43]
|
100 |
+
|
101 |
+
As explicitly asserted by both treaties of the European Union, the Faroe Islands are not part of the European Union. The Faroes are not grouped with the EU when it comes to international trade; for instance, when the EU and Russia imposed reciprocal trade sanctions on each other over the War in Donbass in 2014, the Faroes began exporting significant amounts of fresh salmon to Russia.[44] Moreover, a protocol to the treaty of accession of Denmark to the European Communities stipulates that Danish nationals residing in the Faroe Islands are not considered Danish nationals within the meaning of the treaties. Hence, Danish people living in the Faroes are not citizens of the European Union (though other EU nationals living there remain EU citizens). The Faroes are not covered by the Schengen Agreement, but there are no border checks when travelling between the Faroes and any Schengen country (the Faroes have been part of the Nordic Passport Union since 1966, and since 2001 there have been no permanent border checks between the Nordic countries and the rest of the Schengen Area as part of the Schengen agreement).[45]
|
102 |
+
|
103 |
+
The Faroe Islands are not a fully independent country, but they do have political relations directly with other countries through agreement with Denmark. The Faroe Islands are a member of some international organisations as though they were an independent country.
|
104 |
+
|
105 |
+
The Faroe Islands are a member of several international sports federations like UEFA, FIFA in football[46] and FINA in swimming[47] and EHF in handball[48] and have their own national teams. The Faroe Islands have their own telephone country code, Internet country code top-level domain, banking code and postal country code.
|
106 |
+
|
107 |
+
The Faroe Islands make their own agreements with other countries regarding trade and commerce. When the EU embargo against Russia started in 2014, the Faroe Islands were not a part of the embargo because they are not a part of EU, and the islands had just themselves experienced a year of embargo from the EU including Denmark against the islands; the Faroese prime minister Kaj Leo Johannesen went to Moscow to negotiate the trade between the two countries.[49] The Faroese minister of fisheries negotiates with the EU and other countries regarding the rights to fish.[50]
|
108 |
+
|
109 |
+
The vast majority of the population are ethnic Faroese, of Norse and Celtic descent.[51] Recent DNA analyses have revealed that Y chromosomes, tracing male descent, are 87% Scandinavian.[52]
|
110 |
+
The studies show that mitochondrial DNA, tracing female descent, is 84% Celtic.[53]
|
111 |
+
|
112 |
+
There is a gender deficit of about 2,000 women owing to migration.[54] As a result, some Faroese men have married women from the Philippines and Thailand, whom they met through such channels as online dating websites, and arranged for them to emigrate to the islands. This group of approximately three hundred women make up the largest ethnic minority in the Faroes.[54]
|
113 |
+
|
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The total fertility rate of the Faroe Islands is currently one of the highest in Europe.[55] The fertility rate is 2.409 children born per woman (2015 est.).[56]
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The 2011 census shows that of the 48,346 inhabitants of the Faroe Islands (17,441 private households in 2011), 43,135 were born in the Faroe Islands, 3,597 were born in the other two countries of the Kingdom of Denmark (Denmark or Greenland), and 1,614 were born outside the Kingdom of Denmark. People were also asked about their nationality, including Faroese. Children under 15 were not asked about their nationality. 97% said that they were ethnic Faroese, which means that many of those who were born in either Denmark or Greenland consider themselves as ethnic Faroese. The other 3% of those older than 15 said they were not Faroese: 515 were Danish, 433 were from other European countries, 147 came from Asia, 65 from Africa, 55 from the Americas, 23 from Russia.[57]
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The Faroe Islands have people from 77 different nationalities.
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If the first inhabitants of the Faroe Islands were Irish monks, they must have lived as a very small group of settlers. Later, when the Vikings colonised the islands, there was a considerable increase in the population. However, it never exceeded 5,000 until the 19th century. Around 1349, about half the population perished in the Black Death plague.
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Only with the rise of the deep-sea fishery (and thus independence from agriculture in the islands' harsh terrain) and with general progress in the health service was rapid population growth possible in the Faroes. Beginning in the 19th century, the population increased tenfold in 200 years.
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At the beginning of the 1990s, the Faroe Islands entered a deep economic crisis leading to heavy emigration; however, this trend reversed in subsequent years to a net immigration. This has been in the form of a population replacement as young Faroese women leave and are replaced with Asian/Pacific brides.[58]
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In 2011, there were 2,155 more men than women between the age of 0 to 59 in the Faroe Islands.[59]
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The Faroese population is spread across most of the area; it was not until recent decades that significant urbanisation occurred. Industrialisation has been remarkably decentralised, and the area has therefore maintained quite a viable rural culture. Nevertheless, villages with poor harbour facilities have been the losers in the development from agriculture to fishing, and in the most peripheral agricultural areas, also known as Útoyggjar "Outer Islands", there are few young people. In recent decades, the village-based social structure has nevertheless been placed under pressure, giving way to a rise in interconnected "centres" that are better able to provide goods and services than the badly connected periphery. This means that shops and services are now relocating en masse from the villages into the centres, and slowly but steadily the Faroese population is concentrating in and around the centres.
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In the 1990s, the government abandoned the old national policy of developing the villages (Bygdamenning), and instead began a process of regional development (Økismenning). The term "region" referred to the large islands of the Faroes. Nevertheless, the government was unable to press through the structural reform of merging small rural municipalities to create sustainable, decentralised entities that could drive forward regional development. As regional development has been difficult on the administrative level, the government has instead invested heavily in infrastructure, interconnecting the regions.
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In general, it is becoming less valid to regard the Faroes as a society based on separate islands and regions. The huge investments in roads, bridges and sub-sea tunnels (see also Transport in the Faroe Islands) have bound the islands together, creating a coherent economic and cultural sphere that covers almost 90% of the population. From this perspective it is reasonable to regard the Faroes as a dispersed city or even to refer to it as the Faroese Network City.[citation needed]
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Faroese is spoken in the entire area as a first language. It is difficult to say exactly how many people worldwide speak the Faroese language, because many ethnic Faroese live in Denmark, and few who are born there return to the Faroes with their parents or as adults.
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Faroese belongs to the Germanic branch of Indo-European languages. Written Faroese (grammar and vocabulary) is most similar to Icelandic and to their ancestor Old Norse, though the spoken language is closer to Norwegian dialects of Western Norway. Faroese is the first official language of the island while Danish, the second, is taught in schools and can be used by the Faroese government in public relations.[2]
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Faroese language policy provides for the active creation of new terms in Faroese suitable for modern life.
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According to the Færeyinga saga, Sigmundur Brestisson brought Christianity to the islands in 999. However, archaeology at a site in Toftanes, Leirvík, named Bønhústoftin (English: prayer-house ruin) and over a dozen slabs from Ólansgarður in the small island of Skúvoy which in the main display encircled linear and outline crosses, suggest that Celtic Christianity may have arrived at least 150 years earlier.[60] The Faroe Islands' Church Reformation was completed on 1 January 1540. According to official statistics from 2019, 79.7% of the Faroese population are members of the state church, the Church of the Faroe Islands (Fólkakirkjan), following a form of Lutheranism.[61] The Fólkakirkjan became an independent church in 2007; previously it had been a diocese within the Church of Denmark. Faroese members of the clergy who have had historical importance include Venceslaus Ulricus Hammershaimb (1819–1909), Fríðrikur Petersen (1853–1917) and, perhaps most significantly, Jákup Dahl (1878–1944), who had a great influence in ensuring that the Faroese language was spoken in the church instead of Danish. Participation in churches is more prevalent among the Faroese population than among most other Scandinavians.
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In the late 1820s, the Christian Evangelical religious movement, the Plymouth Brethren, was established in England. In 1865, a member of this movement, William Gibson Sloan, travelled to the Faroes from Shetland. At the turn of the 20th century, the Faroese Plymouth Brethren numbered thirty. Today, around 10% of the Faroese population are members of the Open Brethren community (Brøðrasamkoman). About 3% belong to the Charismatic Movement. There are several charismatic churches around the islands, the largest of which, called Keldan (The Spring), has about 200 to 300 members. About 2% belong to other Christian groups. The Adventists operate a private school in Tórshavn. Jehovah's Witnesses also have four congregations with a total of 121 members. The Roman Catholic congregation has about 270 members and falls under the jurisdiction of Denmark's Roman Catholic Diocese of Copenhagen. The municipality of Tórshavn has an old Franciscan school.
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There are also around fifteen Bahá'ís who meet at four different places. The Ahmadiyyas established a community in the Faroe Islands in 2010. Unlike Denmark, Sweden and Iceland with Forn Siðr, the Faroes have no organised Heathen community.
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The best-known church buildings in the Faroe Islands include Tórshavn Cathedral, Olaf II of Norway's Church and the Magnus Cathedral in Kirkjubøur; the Vesturkirkjan and the St. Mary's Church, both of which are situated in Tórshavn; the church of Fámjin; the octagonal church in Haldórsvík; Christianskirkjan in Klaksvík; and also the two pictured here.
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In 1948, Victor Danielsen (Plymouth Brethren) completed the first Bible translation into Faroese from different modern languages. Jacob Dahl and Kristian Osvald Viderø (Fólkakirkjan) completed the second translation in 1961. The latter was translated from the original Biblical languages (Hebrew and Greek) into Faroese.
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According to the 2011 Census, there were 33,018 Christians (95.44%), 23 Muslims (0.07%), 7 Hindus (0.02%), 66 Buddhists (0.19%), 12 Jews (0.03%), 13 Baha'i (0.04%), 3 Sikhs (0.01%), 149 others (0.43%), 85 with more than one belief (0.25%), and 1,397 with no religion (4.04%).[62]
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The levels of education in the Faroe Islands are primary, secondary and higher education. Most institutions are funded by the state; there are few private schools in the country. Education is compulsory for 9 years between the ages of 7 and 16.[63]
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Compulsory education consists of seven years of primary education and two years of lower secondary education; it is public, free of charge, provided by the respective municipalities, and is called the Fólkaskúli in Faroese. The Fólkaskúli also provides optional preschool education as well as the tenth year of education that is a prerequisite to get admitted to upper secondary education. Students that complete compulsory education are allowed to continue education in a vocational school, where they can have job-specific training and education. Since the fishing industry is an important part of country's economy, maritime schools are an important part of Faroese education. Upon completion of the tenth year of Fólkaskúli, students can continue to upper secondary education which consists of several different types of schools. Higher education is offered at the University of the Faroe Islands; a part of Faroese youth moves abroad to pursue higher education, mainly in Denmark. Other forms of education comprise adult education and music schools. The structure of the Faroese educational system bears resemblances with its Danish counterpart.[63]
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In the 12th century, education was provided by the Catholic Church in the Faroe Islands.[64] The Church of Denmark took over education after the Protestant Reformation.[65]
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Modern educational institutions started operating in the last quarter of the nineteenth century and developed throughout the twentieth century. The status of the Faroese language in education was a significant issue for decades, until it was accepted as a language of instruction in 1938.[66] Initially education was administered and regulated by Denmark.[66] In 1979 responsibilities on educational issues started transferring to the Faroese authorities, a procedure which was completed in 2002.[66]
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The Ministry of Education, Research and Culture has the jurisdiction of educational responsibility in the Faroe Islands.[67] Since the Faroe Islands is a part of the Danish Realm, education in the Faroe Islands is influenced and has similarities with the Danish educational system; there is an agreement on educational cooperation between the Faroe Islands and Denmark.[66][68][69] In 2012 the public spending on education was 8.1% of GDP.[70] The municipalities are responsible for the school buildings for children's education in Fólkaskúlin from age 1st grade to 9th or 10th grade (age 7 to 16).[71] In November 2013 1,615 people, or 6.8% of the total number of employees, were employed in the education sector.[70] Of the 31,270 people aged 25 and above 1,717 (5.5%) have gained at least a master's degrees or a Ph.D., 8,428 (27%) have gained a B.Sc. or a diploma, 11,706 (37.4%) have finished upper secondary education while 9,419 (30.1%) has only finished primary school and have no other education.[72] There is no data on literacy in the Faroe Islands, but the CIA Factbook states that it is probably as high as in Denmark proper, i.e. 99%.[73]
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The majority of students in upper secondary schools are women, although men represent the majority in higher education institutions. In addition, most young Faroese people who relocate to other countries to study are women.[74] Out of 8,535 holders of bachelor degrees, 4,796 (56.2%) have had their education in the Faroe Islands, 2,724 (31.9%) in Denmark, 543 in both the Faroe Islands and Denmark, 94 (1.1%) in Norway, 80 in the United Kingdom and the rest in other countries.[75] Out of 1,719 holders of master's degrees or PhDs, 1,249 (72.7%) have had their education in Denmark, 87 (5.1%) in the United Kingdom, 86 (5%) in both the Faroe Islands and Denmark, 64 (3.7%) in the Faroe Islands, 60 (3.5%) in Norway and the rest in other countries (mostly EU and Nordic).[75] Since there is no medical school in the Faroe Islands, all medical students have to study abroad; as of 2013[update], out of a total of 96 medical students, 76 studied in Denmark, 19 in Poland, and 1 in Hungary.[76]
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Economic troubles caused by a collapse of the Faroese fishing industry in the early 1990s brought high unemployment rates of 10 to 15% by the mid-1990s.[77] Unemployment decreased in the later 1990s, down to about 6% at the end of 1998.[77] By June 2008 unemployment had declined to 1.1%, before rising to 3.4% in early 2009.[77] In December 2019[78] the unemployment reached a record low 0.9%. Nevertheless, the almost total dependence on fishing and fish farming means that the economy remains vulnerable. One of the biggest private companies of the Faroe Islands is the salmon farming company Bakkafrost, which is the largest of the four salmon farming companies in the Faroe Islands[79] and the eighth biggest in the world.[80]
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Petroleum found close to the Faroese area gives hope for deposits in the immediate area, which may provide a basis for sustained economic prosperity.[81]
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In 2011, 13% of the Faroe Islands' national income came as economic aid from Denmark.[82] This corresponds to roughly 5% of GDP.[83]
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Since 2000, the government has fostered new information technology and business projects to attract new investment. The introduction of Burger King in Tórshavn was widely publicized as a sign of the globalization of Faroese culture. It remains to be seen whether these projects will succeed in broadening the islands' economic base. The islands have one of the lowest unemployment rates in Europe, but this should not necessarily be taken as a sign of a recovering economy, as many young students move to Denmark and other countries after leaving high school. This leaves a largely middle-aged and elderly population that may lack the skills and knowledge to fill newly developed positions on the Faroes. Nonetheless, in 2008 the Faroes were able to make a $52 million loan to Iceland to help with that country's banking woes.[84]
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On 5 August 2009, two opposition parties introduced a bill in the Løgting to adopt the euro as the national currency, pending a referendum.[85]
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By road, the main islands are connected by bridges and tunnels. Government owned Strandfaraskip Landsins provides public bus and ferry service to the main towns and villages. There are no railways.
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By air, Scandinavian Airlines and the government owned Atlantic Airways both have scheduled international flights to Vágar Airport, the islands' only airport. Atlantic Airways also provides helicopter service to each of the islands. All civil aviation matters are controlled from the Civil Aviation Administration Denmark.
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By sea, Smyril Line operates a regular international passenger, car and freight service linking the Faroe Islands with Seyðisfjörður, Iceland and Hirtshals, Denmark.[86]
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Because of the rugged terrain, road transport in the Faroe Islands was not as extensive as in other parts of the world. This has now changed, and the infrastructure has been developed extensively. Some 80 percent of the population of the islands is connected by tunnels through the mountains and between the islands, bridges and causeways that link together the three largest islands and three other islands to the northeast. While the other two large islands to the south, Sandoy and Suðuroy, are connected to the main area with ferries, the small islands Koltur and Stóra Dímun have no ferry connection, only a helicopter service. Other small islands—Mykines to the west, Kalsoy, Svínoy and Fugloy to the north, Hestur west of Streymoy, and Nólsoy east of Tórshavn—have smaller ferries and some of these islands also have a helicopter service.
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In February 2014 all the political parties of the Løgting agreed on making two new subsea tunnels, one between Streymoy and Eysturoy (the Eysturoyartunnilin) and one between Streymoy and Sandoy (Sandoyartunnilin). The plan is that both tunnels should open in 2021 and they will not be private.[87] The work to dig the Eysturoy-tunnel started on 1 March 2016 above the village of Hvítanes near Tórshavn.[88]
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The culture of the Faroe Islands has its roots in the Nordic culture. The Faroe Islands were long isolated from the main cultural phases and movements that swept across parts of Europe. This means that they have maintained a great part of their traditional culture. The language spoken is Faroese, which is one of three insular North Germanic languages descended from the Old Norse language spoken in Scandinavia in the Viking Age, the others being Icelandic and the extinct Norn, which is thought to have been mutually intelligible with Faroese. Until the 15th century, Faroese had a similar orthography to Icelandic and Norwegian, but after the Reformation in 1538, the ruling Norwegians outlawed its use in schools, churches and official documents. Although a rich spoken tradition survived, for 300 years the language was not written down. This means that all poems and stories were handed down orally. These works were split into the following divisions: sagnir (historical), ævintýr (stories) and kvæði (ballads), often set to music and the medieval chain dance. These were eventually written down in the 19th century.
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Faroese written literature has developed only in the past 100–200 years. This is mainly because of the islands' isolation, and also because the Faroese language was not written in a standardised way until 1890. The Danish language was also encouraged at the expense of Faroese. Nevertheless, the Faroes have produced several authors and poets. A rich centuries-old oral tradition of folk tales and Faroese folk songs accompanied the Faroese chain dance. The people learned these songs and stories by heart, and told or sang them to each other, teaching the younger generations too. This kind of literature was gathered in the 19th century and early 20th century. The Faroese folk songs, in Faroese called kvæði, are still in use although not so large-scale as earlier. Some of the Faroese folk songs have been used by the Faroese Viking metal band Týr, i.e., Ormurin Langi.[89]
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The first Faroese novel, Bábelstornið by Regin í Líð, was published in 1909; the second novel was published 18 years later. In the period 1930 to 1940 a writer from the village Skálavík on Sandoy island, Heðin Brú, published three novels: Lognbrá (1930), Fastatøkur (1935) and Feðgar á ferð (English title: The old man and his sons) (1940). Feðgar á ferð has been translated into several other languages. Martin Joensen from Sandvík wrote about life on Faroese fishing vessels; he published the novels Fiskimenn (1946)[90] and Tað lýsir á landi (1952).
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Well-known poets from the early 20th century are among others the two brothers from Tórshavn: Hans Andrias Djurhuus (1883–1951)[91] and Janus Djurhuus (1881–1948),[92] other well known poets from this period and the mid 20th century are Poul F. Joensen (1898–1970),[93] Regin Dahl (1918–2007)[94] and Tummas Napoleon Djurhuus (1928–71).[95] Their poems are popular even today and can be found in Faroese song books and school books. Jens Pauli Heinesen (1932–2011), a school teacher from Sandavágur, was the most productive Faroese novelist, he published 17 novels. Steinbjørn B. Jacobsen (1937–2012), a schoolteacher from Sandvík, wrote short stories, plays, children's books and even novels. Most Faroese writers write in Faroese; two exceptions are William Heinesen (1900–91) and Jørgen-Frantz Jacobsen (1900–38).
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Women were not so visible in the early Faroese literature except for Helena Patursson (1864–1916), but in the last decades of the 20th century and in the beginning of the 21st century female writers like Ebba Hentze (born 1933) wrote children's books, short stories, etc. Guðrið Helmsdal published the first modernistic collection of poems, Lýtt lot, in 1963, which at the same time was the first collection of Faroese poems written by a woman.[96] Her daughter, Rakel Helmsdal (born 1966), is also a writer, best known for her children's books, for which she has won several prizes and nominations. Other female writers are the novelists Oddvør Johansen (born 1941), Bergtóra Hanusardóttir (born 1946) and novelist/children's books writers Marianna Debes Dahl (born 1947), and Sólrun Michelsen (born 1948). Other modern Faroese writers include Gunnar Hoydal (born 1941), Hanus Kamban (born 1942), Jógvan Isaksen (born 1950), Jóanes Nielsen (born 1953), Tóroddur Poulsen and Carl Jóhan Jensen (born 1957). Some of these writers have been nominated for the Nordic Council's Literature Prize two to six times, but have never won it. The only Faroese writer who writes in Faroese who has won the prize is the poet Rói Patursson (born 1947), who won the prize in 1986 for Líkasum.[97] In 2007 the first
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ever Faroese/German anthology “From Janus Djurhuus to Tóroddur Poulsen – Faroese Poetry during 100 Years”, edited by Paul Alfred Kleinert, including a short history of Faroese literature was published in Leipzig,.
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In the 21st century, some new writers had success in the Faroe Islands and abroad. Bárður Oskarsson (born 1972) is a children's book writer and illustrator; his books won prizes in the Faroes, Germany and the West Nordic Council's Children and Youth Literature Prize (2006). Though not born in the Faroe Islands, Matthew Landrum, an American poet and editor for Structo magazine, has written a collection of poems about the Islands. Sissal Kampmann (born 1974) won the Danish literary prize Klaus Rifbjerg's Debutant Prize (2012), and Rakel Helmsdal has won Faroese and Icelandic awards; she has been nominated for the West Nordic Council's Children and Youth Literature Prize and the Children and Youth Literature Prize of the Nordic Council (representing Iceland, wrote the book together with and Icelandic and a Swedish writer/illustrator). Marjun Syderbø Kjelnæs (born 1974) had success with her first novel Skriva í sandin for teenagers; the book was awarded and nominated both in the Faroes and in other countries. She won the Nordic Children's Book Prize (2011) for this book, White Raven Deutsche Jugendbibliothek (2011) and nominated the West Nordic Council's Children and Youth Literature Prize and the Children and Youth Literature Prize of the Nordic Council (2013).[98]
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The Faroe Islands have an active music scene, with live music being a regular part of the Islands' life and many Faroese being proficient at a number of instruments. Multiple Danish Music Award winner Teitur Lassen calls the Faroes home and is arguably the islands' most internationally well-known musical export.
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The Islands have their own orchestra (the classical ensemble Aldubáran) and many different choirs; the best-known of these is Havnarkórið. The best-known local Faroese composers are Sunleif Rasmussen and Kristian Blak, who is also head of the record company Tutl. The first Faroese opera was by Sunleif Rasmussen. It is entitled Í Óðamansgarði (The Madman's Garden) and was premiered on 12 October 2006 at the Nordic House. The opera is based on a short story by the writer William Heinesen.
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Young Faroese musicians who have gained much popularity recently are Eivør Pálsdóttir, Anna Katrin Egilstrøð, Lena (Lena Andersen), Høgni Reistrup, Høgni Lisberg, HEIÐRIK (Heiðrik á Heygum), Guðrið Hansdóttir and Brandur Enni.
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Well-known bands include Týr, Gestir, Hamferð, The Ghost, Boys in a Band, ORKA, 200, Grandma's Basement, SIC, and the former band Clickhaze.
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The festival of contemporary and classical music, Summartónar, is held each summer. The G! Festival in Norðragøta in July and Summarfestivalurin in Klaksvík in August are both large, open-air music festivals for popular music with both local and international musicians participating. Havnar Jazzfelag was established 21 November 1975, and is still active. Currently Havnar Jazzfelag is arranging VetrarJazz amongst other jazz-festivals in The Faroe Islands.
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The Nordic House in the Faroe Islands (Faroese: Norðurlandahúsið) is the most important cultural institution in the Faroes. Its aim is to support and promote Scandinavian and Faroese culture, locally and in the Nordic region. Erlendur Patursson (1913–86), Faroese member of the Nordic Council, raised the idea of a Nordic cultural house in the Faroe Islands. A Nordic competition for architects was held in 1977, in which 158 architects participated. Winners were Ola Steen from Norway and Kolbrún Ragnarsdóttir from Iceland. By staying true to folklore, the architects built the Nordic House to resemble an enchanted hill of elves. The house opened in Tórshavn in 1983. The Nordic House is a cultural organization under the Nordic Council. The Nordic House is run by a steering committee of eight, of whom three are Faroese and five from other Nordic countries. There is also a local advisory body of fifteen members, representing Faroese cultural organizations. The House is managed by a director appointed by the steering committee for a four-year term.
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Traditional Faroese food is mainly based on meat, seafood and potatoes and uses few fresh vegetables. Mutton of the Faroe sheep is the basis of many meals, and one of the most popular treats is skerpikjøt, well aged, wind-dried mutton, which is quite chewy. The drying shed, known as a hjallur, is a standard feature in many Faroese homes, particularly in the small towns and villages. Other traditional foods are ræst kjøt (semi-dried mutton) and ræstur fiskur, matured fish. Another Faroese specialty is tvøst og spik, made from pilot whale meat and blubber. (A parallel meat/fat dish made with offal is garnatálg.) The tradition of consuming meat and blubber from pilot whales arises from the fact that a single kill can provide many meals. Fresh fish also features strongly in the traditional local diet, as do seabirds, such as Faroese puffins, and their eggs. Dried fish is also commonly eaten.
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There are two breweries in the Faroe Islands. The first brewery is called Föroya Bjór and has produced beer since 1888 with exports mainly to Iceland and Denmark. The second brewery is called Okkara Bryggjarí and was founded in 2010. A local specialty is fredrikk, a special brew made in Nólsoy. Production of hard alcohol such as snaps is forbidden in the Faroe Islands, hence the Faroese akvavit is produced abroad.
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Since the friendly British occupation, the Faroese have been fond of British food, in particular fish and chips and British-style chocolate such as Cadbury Dairy Milk, which is found in many of the island's shops.[99]
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There are records of drive hunts in the Faroe Islands dating from 1584.[100] Whaling in the Faroe Islands is regulated by Faroese authorities but not by the International Whaling Commission as there are disagreements about the Commission's legal authority to regulate cetacean hunts. Hundreds of long-finned pilot whales (Globicephala melaena) could be killed in a year, mainly during the summer. The hunts, called grindadráp in Faroese, are non-commercial and are organized on a community level; anyone can participate. When a whale pod by chance is spotted near land the participating hunters first surround the pilot whales with a wide semicircle of boats and then slowly and quietly begin to drive the whales towards the chosen authorised bay.[101] When a pod of whales has been stranded the killing is begun.
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Faroese animal welfare legislation, which also applies to whaling, requires that animals are killed as quickly and with as little suffering as possible. A regulation spinal lance is used to sever the spinal cord, which also severs the major blood supply to the brain, ensuring both loss of consciousness and death within seconds. The spinal lance has been introduced as preferred standard equipment for killing pilot whales and has been shown to reduce killing time to 1–2 seconds.[101]
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This "grindadráp" is legal and provides food for many people in the Faroe Islands.[102][103][104] However, a study has found whale meat and blubber to currently be contaminated with mercury and not recommended for human consumption, as too much may cause such adverse health effects as birth defects of the nervous system, high blood pressure, damaged immune system, increased risk for developing Parkinson's disease, hypertension, arteriosclerosis, and Diabetes mellitus type 2:
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Therefore we recommend that adults eat no more than one to two meals a month. Women who plan to become pregnant within three months, pregnant women, and nursing women should abstain from eating pilot whale meat. Pilot whale liver and kidneys should not be eaten at all.[105]
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Some Faroese Islanders consider the hunt an important part of their culture and history.[106] Animal rights groups, such as the Sea Shepherd Conservation Society, criticize it as being cruel and unnecessary, since it is no longer necessary as a food source for the Faroese people.
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The sustainability of the Faroese pilot whale hunt has been discussed, but with a long-term average catch of around 800 pilot whales on the Faroe Islands a year the hunt is not considered to have a significant impact on the pilot whale population. There are an estimated 128,000 pilot whales in the Northeast Atlantic, and Faroese whaling is therefore considered a sustainable catch by the Faroese government.[107] Annual records of whale drives and strandings of pilot whales and other small cetaceans provide over 400 years of documentation, including statistics, and represents one of the most comprehensive historical records of wildlife utilization anywhere in the world.[101]
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The Faroe Islands have competed in every biennial Island Games since they were established in 1985. The games were hosted by the islands in 1989 and Faroes won the Island Games in 2009.
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Football is by far the biggest sports activity on the islands, with 7,000 registered players out of the whole population of 52,000. Ten football teams contest the Faroe Islands Premier League, currently ranked 51st by UEFA's League coefficient. The Faroe Islands are a full member of UEFA and the Faroe Islands national football team competes in the UEFA European Football Championship qualifiers. The country is also a full member of FIFA and therefore the Faroe Islands football team also competes in the FIFA World Cup qualifiers. The country won its first ever competitive match when the team defeated Austria 1–0 in a UEFA Euro 1992 qualifying.
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The nation's biggest success in football came in 2014 after defeating Greece 1–0, a result that was considered "the biggest shock of all time" in football[108] thanks to a 169-place distance between the teams in the FIFA World Rankings when the match was played. The team climbed 82 places to 105 on the FIFA ranking after the 1–0 win against Greece.[109] The team went on to defeat Greece again on 13 June 2015 by a score of 2–1. On 9 July 2015 the national football team of the Faroes climbed another 28 places up on the FIFA ranking.[110]
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IHF Emerging Nations Championship has been played twice, starting in 2015, and Faroe Islands national handball team has won both editions.
|
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The Faroe Islands are a full member of FINA and compete under their own flag at World Championships, European Championships and World Cup events. The Faroese swimmer Pál Joensen (born 1990) won a bronze medal at the 2012 FINA World Swimming Championships (25 m)[111] and four silver medals at the European Championships (2010, 2013 and 2014),[112] all medals won in the men's longest and second longest distance the 1500 and 800 metre freestyle, short and long course. The Faroe Islands also compete in the Paralympics and have won 1 gold, 7 silver, and 5 bronze medals since the 1984 Summer Paralympics.
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Two Faroese athletes have competed at the Olympics, but under the Danish flag, since the Olympic Committee does not allow the Faroe Islands to compete under its own flag. The two Faroese who have competed are the swimmer Pál Joensen in 2012 and the rower Katrin Olsen. She competed at the 2008 Summer Olympics in double sculler light weight together with Juliane Rasmussen. Another Faroese rower, who is a member of the Danish National rowing team, is Sverri Sandberg Nielsen, who currently competes in single sculler, heavy weight, he has also competed in double sculler. He is the current Danish record holder in the men's indoor rowing, heavy weight; he broke a nine-year-old record in January 2015[113] and improved it in January 2016.[114] He has also competed at the 2015 World Rowing Championships making it to the semifinal; he competed at the 2015 World Rowing Championship under-23 and made it to the final where he placed fourth.[115]
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The Faroe Islands applied to the IOC for full Faroese membership in 1984, but as of 2017[update] the Faroe Islands are still not a member of the IOC. At the 2015 European Games in Baku, Azerbaijan, the Faroe Islands were not allowed to compete under the Faroese flag; they were, however, allowed to compete under the Ligue Européenne de Natation flag. Before this, the Faroese prime minister Kaj Leo Holm Johannesen had a meeting with the IOC president Thomas Bach in Lausanne on 21 May 2015 to discuss Faroese membership in the IOC.[116][117]
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Faroese people are very active in sports; they have domestic competitions in football, handball, volleyball, badminton, swimming, outdoor rowing (Faroese kappróður) and indoor rowing in rowing machines, horse riding, shooting, table tennis, judo, golf, tennis, archery, gymnastics, cycling, triathlon, running, and other competitions in athletics.[118]
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During 2014, the Faroe Islands was given the opportunity to compete in the Electronic Sports European Championship (ESEC) in esports.[119] 5 players, all of Faroese nationality, faced Slovenia in the first round, eventually getting knocked out with a 0–2 score.[120]
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At the 2016 Baku Chess Olympiad, the Faroe Islands got their first chess grandmaster. Helgi Ziska won his third GM norm, and thus won the title of chess grandmaster.[121]
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The Faroe Islands was given another chance to compete internationally in esports, this time at the 2018 Northern European Minor Championship. The team captain was Rókur Dam Norðoy.[122]
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Faroese handicrafts are mainly based on materials available to local villages—mainly wool. Garments include sweaters, scarves, and gloves. Faroese jumpers have distinct Nordic patterns; each village has some regional variations handed down from mother to daughter. There has recently been a strong revival of interest in Faroese knitting, with young people knitting and wearing updated versions of old patterns emphasized by strong colours and bold patterns. This appears to be a reaction to the loss of traditional lifestyles, and as a way to maintain and assert cultural tradition in a rapidly-changing society. Many young people study and move abroad, and this helps them maintain cultural links with their specific Faroese heritage.
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There has also been a great interest in Faroese sweaters[123] from the TV series The Killing, where the main actress (Detective Inspector Sarah Lund, played by Sofie Gråbøl) wears Faroese sweaters.[124]
|
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Lace knitting is a traditional handicraft. The most distinctive trait of Faroese lace shawls is the centre-back gusset shaping. Each shawl consists of two triangular side panels, a trapezoid-shaped back gusset, an edge treatment, and usually shoulder shaping. These are worn by all generations of women, particularly as part of the traditional Faroese costume as an overgarment.
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|
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The traditional Faroese national dress is also a local handicraft that people spend a lot of time, money, and effort to assemble. It is worn at weddings and traditional dancing events, and on feast days. The cultural significance of the garment should not be underestimated, both as an expression of local and national identity and a passing on and reinforcing of traditional skills that bind local communities together.
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A young Faroese person is normally handed down a set of children's Faroese clothes that have passed from generation to generation. Children are confirmed at age 14, and normally start to collect the pieces to make an adult outfit, which is considered as a rite of passage. Traditionally the aim would have been to complete the outfit by the time a young person was ready to marry and wear the clothes at the ceremony—though it is mainly only men who do this now.
|
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|
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Each piece is intricately hand-knitted, dyed, woven or embroidered to the specifications of the wearer. For example, the man's waistcoat is put together by hand in bright blue, red or black fine wool. The front is then intricately embroidered with colourful silk threads, often by a female relative. The motifs are often local Faroese flowers or herbs. After this, a row of Faroese-made solid silver buttons are sewn on the outfit.
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|
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Women wear embroidered silk, cotton or wool shawls and pinafores that can take months to weave or embroider with local flora and fauna. They are also adorned with a handwoven black and red ankle-length skirt, knitted black and red jumper, a velvet belt, and black 18th century style shoes with silver buckles. The outfit is held together by a row of solid silver buttons, silver chains and locally-made silver brooches and belt buckles, often fashioned with Viking style motifs.
|
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|
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Both men's and women's national dress are extremely costly and can take many years to assemble. Women in the family often work together to assemble the outfits, including knitting the close-fitting jumpers, weaving and embroidering, sewing and assembling the national dress.
|
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|
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This tradition binds together families, passes on traditional crafts, and reinforces the Faroese culture of traditional village life in the context of a modern society.
|
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|
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+
Ólavsøka is on 29 July; it commemorates the death of Saint Olaf. The celebrations are held in Tórshavn, starting on the evening of the 28th and continuing until the 31st. 28 July is a half working day for the members of some of the labour unions, while Ólavsøkudagur (St Olaf's Day) on 29 July is a full holiday for most but not all union members.[125][126]
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The official celebration starts on the 29th, with the opening of the Faroese Parliament, a custom that dates back 900 years.[127] This begins with a service held in Tórshavn Cathedral; all members of parliament as well as civil and church officials walk to the cathedral in a procession. All of the parish ministers take turns giving the sermon. After the service, the procession returns to the parliament for the opening ceremony.
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|
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Other celebrations are marked by different kinds of sports competitions, the rowing competition (in Tórshavn Harbour) being the most popular, art exhibitions, pop concerts, and the famous Faroese dance in Sjónleikarhúsið and on Vaglið outdoor singing on 29 July (continuing after midnight on 30 July). The celebrations have many facets, and only a few are mentioned here.
|
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Many people also mark the occasion by wearing the national Faroese dress.
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1 |
+
Coordinates: 62°00′N 06°47′W / 62.000°N 6.783°W / 62.000; -6.783
|
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in Europe (green and dark grey)
|
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in the Kingdom of Denmark (beige)
|
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|
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+
The Faroe or Faeroe Islands /ˈfɛəroʊ/ (Faroese: Føroyar, pronounced [ˈfœɹjaɹ]; Danish: Færøerne, pronounced [ˈfɛɐ̯ˌøˀɐnə]) are a North Atlantic archipelago located 320 kilometres (200 mi) north-northwest of Scotland, and about halfway between Norway and Iceland. It is an autonomous territory[8] within the Kingdom of Denmark. The islands have a total area of about 1,400 square kilometres (540 sq mi) with a population of 52,110 as of January 2020[update].[3]
|
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|
9 |
+
The terrain is rugged; the climate is subpolar oceanic climate (Cfc)—windy, wet, cloudy, and cool. Temperatures average above freezing throughout the year because of the Gulf Stream. As a result of the moderation and the northerly latitude, summers normally hover around 12 °C (54 °F). Average temperatures are 5 °C (41 °F) in winter.[9] The northerly latitude location also results in perpetual civil twilight during summer nights and very short winter days.
|
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+
|
11 |
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Between 1035 and 1814, the Faroe Islands were part of the Kingdom of Norway, which was in a personal union with Denmark from 1450. In 1814, the Treaty of Kiel transferred Norway to the King of Sweden, on the winning side of the Napoleonic Wars, whereas Denmark retained the Faroe Islands, along with Greenland and Iceland. The Faroe Islands have been a self-governing part of the Kingdom of Denmark since 1948,[10] controlling most areas apart from military defence, policing, justice, currency, and foreign affairs.[11] Because the Faroe Islands are not part of the same customs area as Denmark, the country has an independent trade policy, and can establish trade agreements with other states. In the Nordic Council, they are represented as part of the Danish delegation. In certain sports, the Faroe Islands field their own national teams.
|
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|
13 |
+
Despite only having one laureate, the Faroe Islands currently have the most Nobel laureates per capita worldwide.
|
14 |
+
|
15 |
+
In Faroese, the name appears as Føroyar. Oyar represents the plural of oy, older Faroese for "island". Due to sound changes, the modern Faroese word for island is oyggj. The first element, før, may reflect an Old Norse word fær (sheep), although this analysis is sometimes disputed because Faroese now uses the word seyður (from Old Norse sauðr) to mean "sheep". Another possibility is that the Irish monks, who settled the island around 625, had already given the islands a name related to the Gaelic word fearrann, meaning "land" or "estate". This name could then have been passed on to the Norwegian settlers, who then added oyar (islands).[12] The name thus translates as either "Islands of Sheep" or "Islands of Fearrann".
|
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|
17 |
+
In Danish, the name Færøerne contains the same elements, though øerne is the definite plural of ø (island).
|
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+
|
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+
In English, it may be seen as redundant to say the Faroe Islands, since the oe comes from an element meaning "island". This is seen in the BBC Shipping Forecast, where the waters around the islands are called Faeroes. The name is also sometimes spelled "Faeroe".[13][14]
|
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|
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+
Archaeological evidence shows settlers living on the Faroe Islands in two successive periods before the Norse arrived, the first between 300 and 600 and the second between 600 and 800.[15] Scientists from the University of Aberdeen have also found early cereal pollen from domesticated plants, which further suggests people may have lived on the islands before the Vikings arrived.[16] Archaeologist Mike Church noted that Dicuil (see below) mentioned what may have been the Faroes. He also suggested that the people living there might have been from Ireland, Scotland, or Scandinavia, possibly with groups from all three areas settling there.[17]
|
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|
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A Latin account of a voyage made by Brendan, an Irish monastic saint who lived around 484–578, includes a description of insulae (islands) resembling the Faroe Islands. This association, however, is far from conclusive in its description.[18]
|
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+
|
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+
Dicuil, an Irish monk of the early ninth century, wrote a more definite account. In his geographical work De mensura orbis terrae he claimed he had reliable information of heremitae ex nostra Scotia ("hermits from our land of Ireland/Scotland") who had lived on the northerly islands of Britain for almost a hundred years until the arrival of Norse pirates.[19]
|
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+
|
27 |
+
Norsemen settled the islands c. 800, bringing Old West Norse, which evolved into the modern Faroese language. According to Icelandic sagas such as Færeyjar Saga, one of the best known men in the island was Tróndur í Gøtu, a descendant of Scandinavian chiefs who had settled in Dublin, Ireland. Tróndur led the battle against Sigmund Brestursson, the Norwegian monarchy and the Norwegian church.
|
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+
|
29 |
+
The Norse and Norse–Gael settlers probably did not come directly from Scandinavia, but rather from Norse communities surrounding the Irish Sea, Northern Isles, and Outer Hebrides of Scotland, including the Shetland and Orkney islands. A traditional name for the islands in Irish, Na Scigirí, possibly refers to the (Eyja-)Skeggjar "(Island-)Beards", a nickname given to island dwellers.
|
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+
|
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+
According to the Færeyinga saga, more emigrants left Norway who did not approve of the monarchy of Harald Fairhair (ruled c. 872 to 930). These people settled the Faroes around the end of the ninth century.[20] Early in the eleventh century, Sigmundur Brestisson (961–1005) – whose clan had flourished in the southern islands before invaders from the northern islands almost exterminated it – escaped to Norway. He was sent back to take possession of the islands for Olaf Tryggvason, King of Norway from 995 to 1000. Sigmundur introduced Christianity, forcing Tróndur í Gøtu to convert or face beheading and, although Sigmundur was subsequently murdered, Norwegian taxation was upheld. Norwegian control of the Faroes continued until 1814, although, when the Kingdom of Norway (872–1397) entered the Kalmar Union with Denmark, it gradually resulted in Danish control of the islands. The Reformation with Protestant Evangelical Lutheranism and Reformed reached the Faroes in 1538. When the union between Denmark and Norway dissolved as a result of the Treaty of Kiel in 1814, Denmark retained possession of the Faroe Islands; Norway itself was joined in a union with Sweden.
|
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|
33 |
+
Following the turmoil caused by the Napoleonic Wars (1803-1815) in 1816, the Faroe Islands became a county in the Danish Kingdom.[21]
|
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+
|
35 |
+
As part of Mercantilism, Denmark maintained a monopoly over trade with the Faroe Islands and forbade their inhabitants trading with others (e.g. the geographically close Britain). The trade monopoly in the Faroe Islands was abolished in 1856, after which the area developed as a modern fishing nation with its own fishing fleet. The national awakening from 1888 initially arose from a struggle to maintain the Faroese language and was thus culturally oriented, but after 1906 it became more political with the foundation of political parties of the Faroe Islands.
|
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|
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+
In the first year of the Second World War, on 12 April 1940, British troops occupied the Faroe Islands. Nazi Germany had invaded Denmark and commenced the invasion of Norway on 9 April 1940 under Operation Weserübung. In 1942–1943, the British Royal Engineers, under the leadership of Lt. Col. William Law, MC, built the only airport in the Faroe Islands, Vágar Airport. Control of the islands reverted to Denmark following the war, but Danish rule had been undermined, and Iceland's full independence served as a precedent for many Faroese.
|
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+
|
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+
The 1946 Faroese independence referendum resulted in 50.73% in favour of independence to 49.27% against.[22] The Faroe Islands subsequently declared independence on 18 September 1946; however, this declaration was annulled by Denmark on 20 September on the grounds that a majority of the Faroese voters had not supported independence and King Christian X of Denmark dissolved the Faroese Løgting on 24 September.[23][24] The dissolution of the Løgting was on 8 November followed by the Faroese parliamentary election of 1946 in which the parties in favour of full independence received a total of 5,396 votes while the parties against received a total of 7,488 votes.[25] As a reaction to the growing self-government and independence movements, Denmark finally granted the Faroe Islands home-rule with a high degree of local autonomy on 30 March 1948.[23]
|
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|
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In 1973 the Faroe Islands declined to join Denmark in entering the European Economic Community (later absorbed into the European Union). The islands experienced considerable economic difficulties following the collapse of the fishing industry in the early 1990s, but have since made efforts to diversify the economy.[citation needed]
|
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+
|
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+
The Faroe Islands are an island group consisting of 18 major islands (and a total of 779 islands, islets, and skerries) about 655 kilometres (407 mi) off the coast of Northern Europe, between the Norwegian Sea and the North Atlantic Ocean, about halfway between Iceland and Norway, the closest neighbours being the Northern Isles and the Outer Hebrides of Scotland. Its coordinates are 62°00′N 06°47′W / 62.000°N 6.783°W / 62.000; -6.783.
|
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|
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+
Distance from the Faroe Islands to:
|
46 |
+
|
47 |
+
The islands cover an area of 1,399 square kilometres (540 sq. mi) and have small lakes and rivers, but no major ones. There are 1,117 kilometres (694 mi) of coastline.[26] The only significant uninhabited island is Lítla Dímun.
|
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|
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+
The islands are rugged and rocky with some low peaks; the coasts are mostly cliffs. The highest point is Slættaratindur in northern Eysturoy, 882 metres (2,894 ft) above sea level.
|
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+
|
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The Faroe Islands are made up of an approximately six-kilometers-thick succession of mostly basaltic lava that was part of the great North Atlantic Igneous Province during the Paleogene period.[27] The lavas were erupted during the opening of the North Atlantic ocean, which began about 60 million years ago, and what is today the Faroe Islands was then attached to Greenland.[28][29] The lavas are underlain by circa 30 km of unidentified ancient continental crust.[30][31]
|
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The climate is classed as subpolar oceanic climate according to the Köppen climate classification: Cfc, with areas having a tundra climate, especially in the mountains, although some coastal or low-lying areas may have very mild-winter versions of a tundra climate. The overall character of the climate of the islands is influenced by the strong warming influence of the Atlantic Ocean, which produces the North Atlantic Current. This, together with the remoteness of any source of landmass-induced warm or cold airflows, ensures that winters are mild (mean temperature 3.0 to 4.0 °C or 37 to 39 °F) while summers are cool (mean temperature 9.5 to 10.5 °C or 49 to 51 °F).
|
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The islands are windy, cloudy, and cool throughout the year with an average of 210 rainy or snowy days per year. The islands lie in the path of depressions moving northeast, making strong winds and heavy rain possible at all times of the year. Sunny days are rare and overcast days are common. Hurricane Faith struck the Faroe Islands on 5 September 1966 with sustained winds over 100 mph (160 km/h) and only then did the storm cease to be a tropical system.[32]
|
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|
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+
The climate varies greatly over small distances, due to the altitude, ocean currents, topography, and winds. Precipitation varies considerably throughout the archipelago. In some highland areas, snow cover may last for months with snowfalls possible for the greater part of the year (on the highest peaks, summer snowfall is by no means rare), while in some sheltered coastal locations, several years pass without any snowfall whatsoever. Tórshavn receives frosts more often than other areas just a short distance to the south. Snow also is seen at a much higher frequency than on outlying islands nearby. The area receives on average 49 frosts a year.[33]
|
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+
|
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+
The collection of meteorological data on the Faroe Islands began in 1867.[34] Winter recording began in 1891, and the warmest winter occurred in 2016–17 with an average temperature of 6.1 °C (43 °F).[35]
|
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+
|
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The natural vegetation of the Faroe Islands is dominated by arctic-alpine plants, wildflowers, grasses, moss, and lichen. Most of the lowland area is grassland and some is heath, dominated by shrubby heathers, mainly Calluna vulgaris. Among the herbaceous flora that occur in the Faroe Islands is the cosmopolitan marsh thistle, Cirsium palustre.[38]
|
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|
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Although there are no trees native to the Faroe Islands, limited species were able to be successfully introduced to the region, including the black cottonwood, also known as the California poplar (Populus trichocarpa).
|
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+
|
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+
A collection of Faroese marine algae resulting from a survey sponsored by NATO,[citation needed] the British Museum (Natural History) and the Carlsberg Foundation, is preserved in the Ulster Museum (catalogue numbers: F3195–F3307). It is one of ten exsiccatae sets. A few small plantations consisting of plants collected from similar climates such as Tierra del Fuego in South America and Alaska thrive on the islands.
|
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|
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+
The bird fauna of the Faroe Islands is dominated by seabirds and birds attracted to open land such as heather, probably because of the lack of woodland and other suitable habitats. Many species have developed special Faroese sub-species: common eider, Common starling, Eurasian wren, common murre, and black guillemot.[39] The pied raven, a color morph of the North Atlantic subspecies of the common raven, was endemic to the Faroe Islands, but now has become extinct.
|
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|
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Only a few species of wild land mammals are found in the Faroe Islands today, all introduced by humans. Three species are thriving on the islands today: mountain hare (Lepus timidus), brown rat (Rattus norvegicus), and the house mouse (Mus musculus). Apart from these, there is a local domestic sheep breed, the Faroe sheep (depicted on the coat of arms), and there once was a variety of feral sheep, which survived on Lítla Dímun until the mid-nineteenth century.[40]
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Grey seals (Halichoerus grypus) are common around the shorelines.[citation needed] Several species of cetacea live in the waters around the Faroe Islands. Best known are the long-finned pilot whales (Globicephala melaena), which still are hunted by the islanders in accordance with longstanding local tradition.[41] Orcas (Orcinus orca) are regular visitors around the islands.
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The domestic animals of the Faroe Islands are a result of 1,200 years of isolated breeding. As a result, many of the islands' domestic animals are found nowhere else in the world. Faroese domestic breeds include Faroe pony, Faroe cow, Faroe sheep, Faroese goose, and Faroese duck.
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The Faroese government holds executive power in local government affairs. The head of the government is called the Løgmaður ("Chief Justice") and serves as Prime Minister and head of Faroese Government. Any other member of the cabinet is called a landsstýrismaður/ráðharri ("Male Minister of the Faroese Government") or landsstýriskvinna/ráðfrú ("Female Minister of the Faroese Government"). The Faroese parliament – the Løgting ("Court of Law") – dates back to Viking times and is believed to be one of the oldest parliaments in the world. The parliament currently has 33 members.[42]
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In contemporary times, elections are held at municipal, national (Løgting), and Danish (Folketing) levels. Until 2007, there were seven electoral districts, each comprising a sýsla, while Streymoy was divided into a northern and southern part (Tórshavn region). However, on 25 October 2007, changes were made such that the entire country is one electoral district, giving each vote equal weight.
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Administratively, the islands are divided into 29 municipalities (kommunur) within which there are 120 or so settlements.
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Traditionally, there are also the six sýslur (similar to the British "shire": Norðoyar, Eysturoy, Streymoy, Vágar, Sandoy, and Suðuroy). Although today sýsla technically means "police district", the term is still commonly used to indicate a geographical region. In earlier times, each sýsla had its own assembly, the so-called várting ("spring assembly").
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The Faroe Islands have been under Norwegian-Danish control since 1388. The 1814 Treaty of Kiel terminated the Danish–Norwegian union, and Norway came under the rule of the King of Sweden, while the Faroe Islands, Iceland, and Greenland remained Danish possessions. From ancient times the Faroe Islands had a parliament (Løgting), which was abolished in 1816, and the Faroe Islands were to be governed as an ordinary Danish amt (county), with the Amtmand as its head of government. In 1851, the Løgting was reinstated, but, until 1948, served mainly as an advisory body.
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The islands are home to a notable independence movement that has seen an increase in popularity within recent decades. At the end of World War II, some of the population favoured independence from Denmark, and on 14 September 1946, an independence referendum was held on the question of secession. It was a consultative referendum; the parliament was not bound to follow the people's vote. This was the first time that the Faroese people had been asked whether they favoured independence or wanted to continue within the Danish kingdom.
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The result of the vote was a majority in favour of secession. The Speaker of the Løgting, together with the majority, started the process of becoming a sovereign nation. The minority of the Løgting left in protest, because they thought these actions were illegal. One parliament member, Jákup í Jákupsstovu, was shunned from his own party, the Social Democratic Party, because he joined the majority of the Løgting.
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The Speaker of the Løgting declared the Faroe Islands independent on 18 September 1946.
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On 25 September 1946, a Danish prefect announced to the Løgting, that the king had dissolved the parliament and wanted new elections, therefore not honoring the wish of the majority.
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A parliamentary election was held a few months later, in which the political parties that favoured staying in the Danish kingdom increased their share of the vote and formed a coalition. Based on this, they chose to reject secession. Instead, a compromise was made and the Folketing passed a home-rule law that went into effect in 1948. The Faroe Islands' status as a Danish amt was thereby brought to an end; the Faroe Islands were given a high degree of self-governance, supported by a financial subsidy from Denmark to recompense expenses the islands have on Danish services.
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In protest to the new Home Rule Act, the Republic Party (Tjóðveldi), was founded.
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At present, the islanders are about evenly split between those favouring independence and those who prefer to continue as a part of the Kingdom of Denmark. Within both camps there is a wide range of opinions. Of those who favour independence, some are in favour of an immediate unilateral declaration of independence. Others see it as something to be attained gradually and with the full consent of the Danish government and the Danish nation. In the unionist camp there are also many who foresee and welcome a gradual increase in autonomy even while strong ties with Denmark are maintained.
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As of 2011[update], a new draft Faroese constitution is being drawn up. However the draft has been declared by the former Danish Prime Minister, Lars Løkke Rasmussen, as incompatible with Denmark's constitution and if the Faroese political parties wish to continue with it, then they must declare independence.[43]
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As explicitly asserted by both treaties of the European Union, the Faroe Islands are not part of the European Union. The Faroes are not grouped with the EU when it comes to international trade; for instance, when the EU and Russia imposed reciprocal trade sanctions on each other over the War in Donbass in 2014, the Faroes began exporting significant amounts of fresh salmon to Russia.[44] Moreover, a protocol to the treaty of accession of Denmark to the European Communities stipulates that Danish nationals residing in the Faroe Islands are not considered Danish nationals within the meaning of the treaties. Hence, Danish people living in the Faroes are not citizens of the European Union (though other EU nationals living there remain EU citizens). The Faroes are not covered by the Schengen Agreement, but there are no border checks when travelling between the Faroes and any Schengen country (the Faroes have been part of the Nordic Passport Union since 1966, and since 2001 there have been no permanent border checks between the Nordic countries and the rest of the Schengen Area as part of the Schengen agreement).[45]
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The Faroe Islands are not a fully independent country, but they do have political relations directly with other countries through agreement with Denmark. The Faroe Islands are a member of some international organisations as though they were an independent country.
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The Faroe Islands are a member of several international sports federations like UEFA, FIFA in football[46] and FINA in swimming[47] and EHF in handball[48] and have their own national teams. The Faroe Islands have their own telephone country code, Internet country code top-level domain, banking code and postal country code.
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The Faroe Islands make their own agreements with other countries regarding trade and commerce. When the EU embargo against Russia started in 2014, the Faroe Islands were not a part of the embargo because they are not a part of EU, and the islands had just themselves experienced a year of embargo from the EU including Denmark against the islands; the Faroese prime minister Kaj Leo Johannesen went to Moscow to negotiate the trade between the two countries.[49] The Faroese minister of fisheries negotiates with the EU and other countries regarding the rights to fish.[50]
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The vast majority of the population are ethnic Faroese, of Norse and Celtic descent.[51] Recent DNA analyses have revealed that Y chromosomes, tracing male descent, are 87% Scandinavian.[52]
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The studies show that mitochondrial DNA, tracing female descent, is 84% Celtic.[53]
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There is a gender deficit of about 2,000 women owing to migration.[54] As a result, some Faroese men have married women from the Philippines and Thailand, whom they met through such channels as online dating websites, and arranged for them to emigrate to the islands. This group of approximately three hundred women make up the largest ethnic minority in the Faroes.[54]
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The total fertility rate of the Faroe Islands is currently one of the highest in Europe.[55] The fertility rate is 2.409 children born per woman (2015 est.).[56]
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The 2011 census shows that of the 48,346 inhabitants of the Faroe Islands (17,441 private households in 2011), 43,135 were born in the Faroe Islands, 3,597 were born in the other two countries of the Kingdom of Denmark (Denmark or Greenland), and 1,614 were born outside the Kingdom of Denmark. People were also asked about their nationality, including Faroese. Children under 15 were not asked about their nationality. 97% said that they were ethnic Faroese, which means that many of those who were born in either Denmark or Greenland consider themselves as ethnic Faroese. The other 3% of those older than 15 said they were not Faroese: 515 were Danish, 433 were from other European countries, 147 came from Asia, 65 from Africa, 55 from the Americas, 23 from Russia.[57]
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The Faroe Islands have people from 77 different nationalities.
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If the first inhabitants of the Faroe Islands were Irish monks, they must have lived as a very small group of settlers. Later, when the Vikings colonised the islands, there was a considerable increase in the population. However, it never exceeded 5,000 until the 19th century. Around 1349, about half the population perished in the Black Death plague.
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Only with the rise of the deep-sea fishery (and thus independence from agriculture in the islands' harsh terrain) and with general progress in the health service was rapid population growth possible in the Faroes. Beginning in the 19th century, the population increased tenfold in 200 years.
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At the beginning of the 1990s, the Faroe Islands entered a deep economic crisis leading to heavy emigration; however, this trend reversed in subsequent years to a net immigration. This has been in the form of a population replacement as young Faroese women leave and are replaced with Asian/Pacific brides.[58]
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In 2011, there were 2,155 more men than women between the age of 0 to 59 in the Faroe Islands.[59]
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The Faroese population is spread across most of the area; it was not until recent decades that significant urbanisation occurred. Industrialisation has been remarkably decentralised, and the area has therefore maintained quite a viable rural culture. Nevertheless, villages with poor harbour facilities have been the losers in the development from agriculture to fishing, and in the most peripheral agricultural areas, also known as Útoyggjar "Outer Islands", there are few young people. In recent decades, the village-based social structure has nevertheless been placed under pressure, giving way to a rise in interconnected "centres" that are better able to provide goods and services than the badly connected periphery. This means that shops and services are now relocating en masse from the villages into the centres, and slowly but steadily the Faroese population is concentrating in and around the centres.
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In the 1990s, the government abandoned the old national policy of developing the villages (Bygdamenning), and instead began a process of regional development (Økismenning). The term "region" referred to the large islands of the Faroes. Nevertheless, the government was unable to press through the structural reform of merging small rural municipalities to create sustainable, decentralised entities that could drive forward regional development. As regional development has been difficult on the administrative level, the government has instead invested heavily in infrastructure, interconnecting the regions.
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In general, it is becoming less valid to regard the Faroes as a society based on separate islands and regions. The huge investments in roads, bridges and sub-sea tunnels (see also Transport in the Faroe Islands) have bound the islands together, creating a coherent economic and cultural sphere that covers almost 90% of the population. From this perspective it is reasonable to regard the Faroes as a dispersed city or even to refer to it as the Faroese Network City.[citation needed]
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Faroese is spoken in the entire area as a first language. It is difficult to say exactly how many people worldwide speak the Faroese language, because many ethnic Faroese live in Denmark, and few who are born there return to the Faroes with their parents or as adults.
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Faroese belongs to the Germanic branch of Indo-European languages. Written Faroese (grammar and vocabulary) is most similar to Icelandic and to their ancestor Old Norse, though the spoken language is closer to Norwegian dialects of Western Norway. Faroese is the first official language of the island while Danish, the second, is taught in schools and can be used by the Faroese government in public relations.[2]
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Faroese language policy provides for the active creation of new terms in Faroese suitable for modern life.
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According to the Færeyinga saga, Sigmundur Brestisson brought Christianity to the islands in 999. However, archaeology at a site in Toftanes, Leirvík, named Bønhústoftin (English: prayer-house ruin) and over a dozen slabs from Ólansgarður in the small island of Skúvoy which in the main display encircled linear and outline crosses, suggest that Celtic Christianity may have arrived at least 150 years earlier.[60] The Faroe Islands' Church Reformation was completed on 1 January 1540. According to official statistics from 2019, 79.7% of the Faroese population are members of the state church, the Church of the Faroe Islands (Fólkakirkjan), following a form of Lutheranism.[61] The Fólkakirkjan became an independent church in 2007; previously it had been a diocese within the Church of Denmark. Faroese members of the clergy who have had historical importance include Venceslaus Ulricus Hammershaimb (1819–1909), Fríðrikur Petersen (1853–1917) and, perhaps most significantly, Jákup Dahl (1878–1944), who had a great influence in ensuring that the Faroese language was spoken in the church instead of Danish. Participation in churches is more prevalent among the Faroese population than among most other Scandinavians.
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In the late 1820s, the Christian Evangelical religious movement, the Plymouth Brethren, was established in England. In 1865, a member of this movement, William Gibson Sloan, travelled to the Faroes from Shetland. At the turn of the 20th century, the Faroese Plymouth Brethren numbered thirty. Today, around 10% of the Faroese population are members of the Open Brethren community (Brøðrasamkoman). About 3% belong to the Charismatic Movement. There are several charismatic churches around the islands, the largest of which, called Keldan (The Spring), has about 200 to 300 members. About 2% belong to other Christian groups. The Adventists operate a private school in Tórshavn. Jehovah's Witnesses also have four congregations with a total of 121 members. The Roman Catholic congregation has about 270 members and falls under the jurisdiction of Denmark's Roman Catholic Diocese of Copenhagen. The municipality of Tórshavn has an old Franciscan school.
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There are also around fifteen Bahá'ís who meet at four different places. The Ahmadiyyas established a community in the Faroe Islands in 2010. Unlike Denmark, Sweden and Iceland with Forn Siðr, the Faroes have no organised Heathen community.
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The best-known church buildings in the Faroe Islands include Tórshavn Cathedral, Olaf II of Norway's Church and the Magnus Cathedral in Kirkjubøur; the Vesturkirkjan and the St. Mary's Church, both of which are situated in Tórshavn; the church of Fámjin; the octagonal church in Haldórsvík; Christianskirkjan in Klaksvík; and also the two pictured here.
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In 1948, Victor Danielsen (Plymouth Brethren) completed the first Bible translation into Faroese from different modern languages. Jacob Dahl and Kristian Osvald Viderø (Fólkakirkjan) completed the second translation in 1961. The latter was translated from the original Biblical languages (Hebrew and Greek) into Faroese.
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According to the 2011 Census, there were 33,018 Christians (95.44%), 23 Muslims (0.07%), 7 Hindus (0.02%), 66 Buddhists (0.19%), 12 Jews (0.03%), 13 Baha'i (0.04%), 3 Sikhs (0.01%), 149 others (0.43%), 85 with more than one belief (0.25%), and 1,397 with no religion (4.04%).[62]
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The levels of education in the Faroe Islands are primary, secondary and higher education. Most institutions are funded by the state; there are few private schools in the country. Education is compulsory for 9 years between the ages of 7 and 16.[63]
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Compulsory education consists of seven years of primary education and two years of lower secondary education; it is public, free of charge, provided by the respective municipalities, and is called the Fólkaskúli in Faroese. The Fólkaskúli also provides optional preschool education as well as the tenth year of education that is a prerequisite to get admitted to upper secondary education. Students that complete compulsory education are allowed to continue education in a vocational school, where they can have job-specific training and education. Since the fishing industry is an important part of country's economy, maritime schools are an important part of Faroese education. Upon completion of the tenth year of Fólkaskúli, students can continue to upper secondary education which consists of several different types of schools. Higher education is offered at the University of the Faroe Islands; a part of Faroese youth moves abroad to pursue higher education, mainly in Denmark. Other forms of education comprise adult education and music schools. The structure of the Faroese educational system bears resemblances with its Danish counterpart.[63]
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In the 12th century, education was provided by the Catholic Church in the Faroe Islands.[64] The Church of Denmark took over education after the Protestant Reformation.[65]
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Modern educational institutions started operating in the last quarter of the nineteenth century and developed throughout the twentieth century. The status of the Faroese language in education was a significant issue for decades, until it was accepted as a language of instruction in 1938.[66] Initially education was administered and regulated by Denmark.[66] In 1979 responsibilities on educational issues started transferring to the Faroese authorities, a procedure which was completed in 2002.[66]
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The Ministry of Education, Research and Culture has the jurisdiction of educational responsibility in the Faroe Islands.[67] Since the Faroe Islands is a part of the Danish Realm, education in the Faroe Islands is influenced and has similarities with the Danish educational system; there is an agreement on educational cooperation between the Faroe Islands and Denmark.[66][68][69] In 2012 the public spending on education was 8.1% of GDP.[70] The municipalities are responsible for the school buildings for children's education in Fólkaskúlin from age 1st grade to 9th or 10th grade (age 7 to 16).[71] In November 2013 1,615 people, or 6.8% of the total number of employees, were employed in the education sector.[70] Of the 31,270 people aged 25 and above 1,717 (5.5%) have gained at least a master's degrees or a Ph.D., 8,428 (27%) have gained a B.Sc. or a diploma, 11,706 (37.4%) have finished upper secondary education while 9,419 (30.1%) has only finished primary school and have no other education.[72] There is no data on literacy in the Faroe Islands, but the CIA Factbook states that it is probably as high as in Denmark proper, i.e. 99%.[73]
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The majority of students in upper secondary schools are women, although men represent the majority in higher education institutions. In addition, most young Faroese people who relocate to other countries to study are women.[74] Out of 8,535 holders of bachelor degrees, 4,796 (56.2%) have had their education in the Faroe Islands, 2,724 (31.9%) in Denmark, 543 in both the Faroe Islands and Denmark, 94 (1.1%) in Norway, 80 in the United Kingdom and the rest in other countries.[75] Out of 1,719 holders of master's degrees or PhDs, 1,249 (72.7%) have had their education in Denmark, 87 (5.1%) in the United Kingdom, 86 (5%) in both the Faroe Islands and Denmark, 64 (3.7%) in the Faroe Islands, 60 (3.5%) in Norway and the rest in other countries (mostly EU and Nordic).[75] Since there is no medical school in the Faroe Islands, all medical students have to study abroad; as of 2013[update], out of a total of 96 medical students, 76 studied in Denmark, 19 in Poland, and 1 in Hungary.[76]
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Economic troubles caused by a collapse of the Faroese fishing industry in the early 1990s brought high unemployment rates of 10 to 15% by the mid-1990s.[77] Unemployment decreased in the later 1990s, down to about 6% at the end of 1998.[77] By June 2008 unemployment had declined to 1.1%, before rising to 3.4% in early 2009.[77] In December 2019[78] the unemployment reached a record low 0.9%. Nevertheless, the almost total dependence on fishing and fish farming means that the economy remains vulnerable. One of the biggest private companies of the Faroe Islands is the salmon farming company Bakkafrost, which is the largest of the four salmon farming companies in the Faroe Islands[79] and the eighth biggest in the world.[80]
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Petroleum found close to the Faroese area gives hope for deposits in the immediate area, which may provide a basis for sustained economic prosperity.[81]
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In 2011, 13% of the Faroe Islands' national income came as economic aid from Denmark.[82] This corresponds to roughly 5% of GDP.[83]
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Since 2000, the government has fostered new information technology and business projects to attract new investment. The introduction of Burger King in Tórshavn was widely publicized as a sign of the globalization of Faroese culture. It remains to be seen whether these projects will succeed in broadening the islands' economic base. The islands have one of the lowest unemployment rates in Europe, but this should not necessarily be taken as a sign of a recovering economy, as many young students move to Denmark and other countries after leaving high school. This leaves a largely middle-aged and elderly population that may lack the skills and knowledge to fill newly developed positions on the Faroes. Nonetheless, in 2008 the Faroes were able to make a $52 million loan to Iceland to help with that country's banking woes.[84]
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On 5 August 2009, two opposition parties introduced a bill in the Løgting to adopt the euro as the national currency, pending a referendum.[85]
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By road, the main islands are connected by bridges and tunnels. Government owned Strandfaraskip Landsins provides public bus and ferry service to the main towns and villages. There are no railways.
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By air, Scandinavian Airlines and the government owned Atlantic Airways both have scheduled international flights to Vágar Airport, the islands' only airport. Atlantic Airways also provides helicopter service to each of the islands. All civil aviation matters are controlled from the Civil Aviation Administration Denmark.
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By sea, Smyril Line operates a regular international passenger, car and freight service linking the Faroe Islands with Seyðisfjörður, Iceland and Hirtshals, Denmark.[86]
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Because of the rugged terrain, road transport in the Faroe Islands was not as extensive as in other parts of the world. This has now changed, and the infrastructure has been developed extensively. Some 80 percent of the population of the islands is connected by tunnels through the mountains and between the islands, bridges and causeways that link together the three largest islands and three other islands to the northeast. While the other two large islands to the south, Sandoy and Suðuroy, are connected to the main area with ferries, the small islands Koltur and Stóra Dímun have no ferry connection, only a helicopter service. Other small islands—Mykines to the west, Kalsoy, Svínoy and Fugloy to the north, Hestur west of Streymoy, and Nólsoy east of Tórshavn—have smaller ferries and some of these islands also have a helicopter service.
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In February 2014 all the political parties of the Løgting agreed on making two new subsea tunnels, one between Streymoy and Eysturoy (the Eysturoyartunnilin) and one between Streymoy and Sandoy (Sandoyartunnilin). The plan is that both tunnels should open in 2021 and they will not be private.[87] The work to dig the Eysturoy-tunnel started on 1 March 2016 above the village of Hvítanes near Tórshavn.[88]
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The culture of the Faroe Islands has its roots in the Nordic culture. The Faroe Islands were long isolated from the main cultural phases and movements that swept across parts of Europe. This means that they have maintained a great part of their traditional culture. The language spoken is Faroese, which is one of three insular North Germanic languages descended from the Old Norse language spoken in Scandinavia in the Viking Age, the others being Icelandic and the extinct Norn, which is thought to have been mutually intelligible with Faroese. Until the 15th century, Faroese had a similar orthography to Icelandic and Norwegian, but after the Reformation in 1538, the ruling Norwegians outlawed its use in schools, churches and official documents. Although a rich spoken tradition survived, for 300 years the language was not written down. This means that all poems and stories were handed down orally. These works were split into the following divisions: sagnir (historical), ævintýr (stories) and kvæði (ballads), often set to music and the medieval chain dance. These were eventually written down in the 19th century.
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Faroese written literature has developed only in the past 100–200 years. This is mainly because of the islands' isolation, and also because the Faroese language was not written in a standardised way until 1890. The Danish language was also encouraged at the expense of Faroese. Nevertheless, the Faroes have produced several authors and poets. A rich centuries-old oral tradition of folk tales and Faroese folk songs accompanied the Faroese chain dance. The people learned these songs and stories by heart, and told or sang them to each other, teaching the younger generations too. This kind of literature was gathered in the 19th century and early 20th century. The Faroese folk songs, in Faroese called kvæði, are still in use although not so large-scale as earlier. Some of the Faroese folk songs have been used by the Faroese Viking metal band Týr, i.e., Ormurin Langi.[89]
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The first Faroese novel, Bábelstornið by Regin í Líð, was published in 1909; the second novel was published 18 years later. In the period 1930 to 1940 a writer from the village Skálavík on Sandoy island, Heðin Brú, published three novels: Lognbrá (1930), Fastatøkur (1935) and Feðgar á ferð (English title: The old man and his sons) (1940). Feðgar á ferð has been translated into several other languages. Martin Joensen from Sandvík wrote about life on Faroese fishing vessels; he published the novels Fiskimenn (1946)[90] and Tað lýsir á landi (1952).
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Well-known poets from the early 20th century are among others the two brothers from Tórshavn: Hans Andrias Djurhuus (1883–1951)[91] and Janus Djurhuus (1881–1948),[92] other well known poets from this period and the mid 20th century are Poul F. Joensen (1898–1970),[93] Regin Dahl (1918–2007)[94] and Tummas Napoleon Djurhuus (1928–71).[95] Their poems are popular even today and can be found in Faroese song books and school books. Jens Pauli Heinesen (1932–2011), a school teacher from Sandavágur, was the most productive Faroese novelist, he published 17 novels. Steinbjørn B. Jacobsen (1937–2012), a schoolteacher from Sandvík, wrote short stories, plays, children's books and even novels. Most Faroese writers write in Faroese; two exceptions are William Heinesen (1900–91) and Jørgen-Frantz Jacobsen (1900–38).
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Women were not so visible in the early Faroese literature except for Helena Patursson (1864–1916), but in the last decades of the 20th century and in the beginning of the 21st century female writers like Ebba Hentze (born 1933) wrote children's books, short stories, etc. Guðrið Helmsdal published the first modernistic collection of poems, Lýtt lot, in 1963, which at the same time was the first collection of Faroese poems written by a woman.[96] Her daughter, Rakel Helmsdal (born 1966), is also a writer, best known for her children's books, for which she has won several prizes and nominations. Other female writers are the novelists Oddvør Johansen (born 1941), Bergtóra Hanusardóttir (born 1946) and novelist/children's books writers Marianna Debes Dahl (born 1947), and Sólrun Michelsen (born 1948). Other modern Faroese writers include Gunnar Hoydal (born 1941), Hanus Kamban (born 1942), Jógvan Isaksen (born 1950), Jóanes Nielsen (born 1953), Tóroddur Poulsen and Carl Jóhan Jensen (born 1957). Some of these writers have been nominated for the Nordic Council's Literature Prize two to six times, but have never won it. The only Faroese writer who writes in Faroese who has won the prize is the poet Rói Patursson (born 1947), who won the prize in 1986 for Líkasum.[97] In 2007 the first
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ever Faroese/German anthology “From Janus Djurhuus to Tóroddur Poulsen – Faroese Poetry during 100 Years”, edited by Paul Alfred Kleinert, including a short history of Faroese literature was published in Leipzig,.
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In the 21st century, some new writers had success in the Faroe Islands and abroad. Bárður Oskarsson (born 1972) is a children's book writer and illustrator; his books won prizes in the Faroes, Germany and the West Nordic Council's Children and Youth Literature Prize (2006). Though not born in the Faroe Islands, Matthew Landrum, an American poet and editor for Structo magazine, has written a collection of poems about the Islands. Sissal Kampmann (born 1974) won the Danish literary prize Klaus Rifbjerg's Debutant Prize (2012), and Rakel Helmsdal has won Faroese and Icelandic awards; she has been nominated for the West Nordic Council's Children and Youth Literature Prize and the Children and Youth Literature Prize of the Nordic Council (representing Iceland, wrote the book together with and Icelandic and a Swedish writer/illustrator). Marjun Syderbø Kjelnæs (born 1974) had success with her first novel Skriva í sandin for teenagers; the book was awarded and nominated both in the Faroes and in other countries. She won the Nordic Children's Book Prize (2011) for this book, White Raven Deutsche Jugendbibliothek (2011) and nominated the West Nordic Council's Children and Youth Literature Prize and the Children and Youth Literature Prize of the Nordic Council (2013).[98]
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The Faroe Islands have an active music scene, with live music being a regular part of the Islands' life and many Faroese being proficient at a number of instruments. Multiple Danish Music Award winner Teitur Lassen calls the Faroes home and is arguably the islands' most internationally well-known musical export.
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The Islands have their own orchestra (the classical ensemble Aldubáran) and many different choirs; the best-known of these is Havnarkórið. The best-known local Faroese composers are Sunleif Rasmussen and Kristian Blak, who is also head of the record company Tutl. The first Faroese opera was by Sunleif Rasmussen. It is entitled Í Óðamansgarði (The Madman's Garden) and was premiered on 12 October 2006 at the Nordic House. The opera is based on a short story by the writer William Heinesen.
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Young Faroese musicians who have gained much popularity recently are Eivør Pálsdóttir, Anna Katrin Egilstrøð, Lena (Lena Andersen), Høgni Reistrup, Høgni Lisberg, HEIÐRIK (Heiðrik á Heygum), Guðrið Hansdóttir and Brandur Enni.
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Well-known bands include Týr, Gestir, Hamferð, The Ghost, Boys in a Band, ORKA, 200, Grandma's Basement, SIC, and the former band Clickhaze.
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The festival of contemporary and classical music, Summartónar, is held each summer. The G! Festival in Norðragøta in July and Summarfestivalurin in Klaksvík in August are both large, open-air music festivals for popular music with both local and international musicians participating. Havnar Jazzfelag was established 21 November 1975, and is still active. Currently Havnar Jazzfelag is arranging VetrarJazz amongst other jazz-festivals in The Faroe Islands.
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The Nordic House in the Faroe Islands (Faroese: Norðurlandahúsið) is the most important cultural institution in the Faroes. Its aim is to support and promote Scandinavian and Faroese culture, locally and in the Nordic region. Erlendur Patursson (1913–86), Faroese member of the Nordic Council, raised the idea of a Nordic cultural house in the Faroe Islands. A Nordic competition for architects was held in 1977, in which 158 architects participated. Winners were Ola Steen from Norway and Kolbrún Ragnarsdóttir from Iceland. By staying true to folklore, the architects built the Nordic House to resemble an enchanted hill of elves. The house opened in Tórshavn in 1983. The Nordic House is a cultural organization under the Nordic Council. The Nordic House is run by a steering committee of eight, of whom three are Faroese and five from other Nordic countries. There is also a local advisory body of fifteen members, representing Faroese cultural organizations. The House is managed by a director appointed by the steering committee for a four-year term.
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Traditional Faroese food is mainly based on meat, seafood and potatoes and uses few fresh vegetables. Mutton of the Faroe sheep is the basis of many meals, and one of the most popular treats is skerpikjøt, well aged, wind-dried mutton, which is quite chewy. The drying shed, known as a hjallur, is a standard feature in many Faroese homes, particularly in the small towns and villages. Other traditional foods are ræst kjøt (semi-dried mutton) and ræstur fiskur, matured fish. Another Faroese specialty is tvøst og spik, made from pilot whale meat and blubber. (A parallel meat/fat dish made with offal is garnatálg.) The tradition of consuming meat and blubber from pilot whales arises from the fact that a single kill can provide many meals. Fresh fish also features strongly in the traditional local diet, as do seabirds, such as Faroese puffins, and their eggs. Dried fish is also commonly eaten.
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There are two breweries in the Faroe Islands. The first brewery is called Föroya Bjór and has produced beer since 1888 with exports mainly to Iceland and Denmark. The second brewery is called Okkara Bryggjarí and was founded in 2010. A local specialty is fredrikk, a special brew made in Nólsoy. Production of hard alcohol such as snaps is forbidden in the Faroe Islands, hence the Faroese akvavit is produced abroad.
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Since the friendly British occupation, the Faroese have been fond of British food, in particular fish and chips and British-style chocolate such as Cadbury Dairy Milk, which is found in many of the island's shops.[99]
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There are records of drive hunts in the Faroe Islands dating from 1584.[100] Whaling in the Faroe Islands is regulated by Faroese authorities but not by the International Whaling Commission as there are disagreements about the Commission's legal authority to regulate cetacean hunts. Hundreds of long-finned pilot whales (Globicephala melaena) could be killed in a year, mainly during the summer. The hunts, called grindadráp in Faroese, are non-commercial and are organized on a community level; anyone can participate. When a whale pod by chance is spotted near land the participating hunters first surround the pilot whales with a wide semicircle of boats and then slowly and quietly begin to drive the whales towards the chosen authorised bay.[101] When a pod of whales has been stranded the killing is begun.
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Faroese animal welfare legislation, which also applies to whaling, requires that animals are killed as quickly and with as little suffering as possible. A regulation spinal lance is used to sever the spinal cord, which also severs the major blood supply to the brain, ensuring both loss of consciousness and death within seconds. The spinal lance has been introduced as preferred standard equipment for killing pilot whales and has been shown to reduce killing time to 1–2 seconds.[101]
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This "grindadráp" is legal and provides food for many people in the Faroe Islands.[102][103][104] However, a study has found whale meat and blubber to currently be contaminated with mercury and not recommended for human consumption, as too much may cause such adverse health effects as birth defects of the nervous system, high blood pressure, damaged immune system, increased risk for developing Parkinson's disease, hypertension, arteriosclerosis, and Diabetes mellitus type 2:
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Therefore we recommend that adults eat no more than one to two meals a month. Women who plan to become pregnant within three months, pregnant women, and nursing women should abstain from eating pilot whale meat. Pilot whale liver and kidneys should not be eaten at all.[105]
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Some Faroese Islanders consider the hunt an important part of their culture and history.[106] Animal rights groups, such as the Sea Shepherd Conservation Society, criticize it as being cruel and unnecessary, since it is no longer necessary as a food source for the Faroese people.
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The sustainability of the Faroese pilot whale hunt has been discussed, but with a long-term average catch of around 800 pilot whales on the Faroe Islands a year the hunt is not considered to have a significant impact on the pilot whale population. There are an estimated 128,000 pilot whales in the Northeast Atlantic, and Faroese whaling is therefore considered a sustainable catch by the Faroese government.[107] Annual records of whale drives and strandings of pilot whales and other small cetaceans provide over 400 years of documentation, including statistics, and represents one of the most comprehensive historical records of wildlife utilization anywhere in the world.[101]
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The Faroe Islands have competed in every biennial Island Games since they were established in 1985. The games were hosted by the islands in 1989 and Faroes won the Island Games in 2009.
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Football is by far the biggest sports activity on the islands, with 7,000 registered players out of the whole population of 52,000. Ten football teams contest the Faroe Islands Premier League, currently ranked 51st by UEFA's League coefficient. The Faroe Islands are a full member of UEFA and the Faroe Islands national football team competes in the UEFA European Football Championship qualifiers. The country is also a full member of FIFA and therefore the Faroe Islands football team also competes in the FIFA World Cup qualifiers. The country won its first ever competitive match when the team defeated Austria 1–0 in a UEFA Euro 1992 qualifying.
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The nation's biggest success in football came in 2014 after defeating Greece 1–0, a result that was considered "the biggest shock of all time" in football[108] thanks to a 169-place distance between the teams in the FIFA World Rankings when the match was played. The team climbed 82 places to 105 on the FIFA ranking after the 1–0 win against Greece.[109] The team went on to defeat Greece again on 13 June 2015 by a score of 2–1. On 9 July 2015 the national football team of the Faroes climbed another 28 places up on the FIFA ranking.[110]
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IHF Emerging Nations Championship has been played twice, starting in 2015, and Faroe Islands national handball team has won both editions.
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The Faroe Islands are a full member of FINA and compete under their own flag at World Championships, European Championships and World Cup events. The Faroese swimmer Pál Joensen (born 1990) won a bronze medal at the 2012 FINA World Swimming Championships (25 m)[111] and four silver medals at the European Championships (2010, 2013 and 2014),[112] all medals won in the men's longest and second longest distance the 1500 and 800 metre freestyle, short and long course. The Faroe Islands also compete in the Paralympics and have won 1 gold, 7 silver, and 5 bronze medals since the 1984 Summer Paralympics.
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Two Faroese athletes have competed at the Olympics, but under the Danish flag, since the Olympic Committee does not allow the Faroe Islands to compete under its own flag. The two Faroese who have competed are the swimmer Pál Joensen in 2012 and the rower Katrin Olsen. She competed at the 2008 Summer Olympics in double sculler light weight together with Juliane Rasmussen. Another Faroese rower, who is a member of the Danish National rowing team, is Sverri Sandberg Nielsen, who currently competes in single sculler, heavy weight, he has also competed in double sculler. He is the current Danish record holder in the men's indoor rowing, heavy weight; he broke a nine-year-old record in January 2015[113] and improved it in January 2016.[114] He has also competed at the 2015 World Rowing Championships making it to the semifinal; he competed at the 2015 World Rowing Championship under-23 and made it to the final where he placed fourth.[115]
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The Faroe Islands applied to the IOC for full Faroese membership in 1984, but as of 2017[update] the Faroe Islands are still not a member of the IOC. At the 2015 European Games in Baku, Azerbaijan, the Faroe Islands were not allowed to compete under the Faroese flag; they were, however, allowed to compete under the Ligue Européenne de Natation flag. Before this, the Faroese prime minister Kaj Leo Holm Johannesen had a meeting with the IOC president Thomas Bach in Lausanne on 21 May 2015 to discuss Faroese membership in the IOC.[116][117]
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Faroese people are very active in sports; they have domestic competitions in football, handball, volleyball, badminton, swimming, outdoor rowing (Faroese kappróður) and indoor rowing in rowing machines, horse riding, shooting, table tennis, judo, golf, tennis, archery, gymnastics, cycling, triathlon, running, and other competitions in athletics.[118]
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During 2014, the Faroe Islands was given the opportunity to compete in the Electronic Sports European Championship (ESEC) in esports.[119] 5 players, all of Faroese nationality, faced Slovenia in the first round, eventually getting knocked out with a 0–2 score.[120]
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At the 2016 Baku Chess Olympiad, the Faroe Islands got their first chess grandmaster. Helgi Ziska won his third GM norm, and thus won the title of chess grandmaster.[121]
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The Faroe Islands was given another chance to compete internationally in esports, this time at the 2018 Northern European Minor Championship. The team captain was Rókur Dam Norðoy.[122]
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Faroese handicrafts are mainly based on materials available to local villages—mainly wool. Garments include sweaters, scarves, and gloves. Faroese jumpers have distinct Nordic patterns; each village has some regional variations handed down from mother to daughter. There has recently been a strong revival of interest in Faroese knitting, with young people knitting and wearing updated versions of old patterns emphasized by strong colours and bold patterns. This appears to be a reaction to the loss of traditional lifestyles, and as a way to maintain and assert cultural tradition in a rapidly-changing society. Many young people study and move abroad, and this helps them maintain cultural links with their specific Faroese heritage.
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There has also been a great interest in Faroese sweaters[123] from the TV series The Killing, where the main actress (Detective Inspector Sarah Lund, played by Sofie Gråbøl) wears Faroese sweaters.[124]
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Lace knitting is a traditional handicraft. The most distinctive trait of Faroese lace shawls is the centre-back gusset shaping. Each shawl consists of two triangular side panels, a trapezoid-shaped back gusset, an edge treatment, and usually shoulder shaping. These are worn by all generations of women, particularly as part of the traditional Faroese costume as an overgarment.
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The traditional Faroese national dress is also a local handicraft that people spend a lot of time, money, and effort to assemble. It is worn at weddings and traditional dancing events, and on feast days. The cultural significance of the garment should not be underestimated, both as an expression of local and national identity and a passing on and reinforcing of traditional skills that bind local communities together.
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A young Faroese person is normally handed down a set of children's Faroese clothes that have passed from generation to generation. Children are confirmed at age 14, and normally start to collect the pieces to make an adult outfit, which is considered as a rite of passage. Traditionally the aim would have been to complete the outfit by the time a young person was ready to marry and wear the clothes at the ceremony—though it is mainly only men who do this now.
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Each piece is intricately hand-knitted, dyed, woven or embroidered to the specifications of the wearer. For example, the man's waistcoat is put together by hand in bright blue, red or black fine wool. The front is then intricately embroidered with colourful silk threads, often by a female relative. The motifs are often local Faroese flowers or herbs. After this, a row of Faroese-made solid silver buttons are sewn on the outfit.
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Women wear embroidered silk, cotton or wool shawls and pinafores that can take months to weave or embroider with local flora and fauna. They are also adorned with a handwoven black and red ankle-length skirt, knitted black and red jumper, a velvet belt, and black 18th century style shoes with silver buckles. The outfit is held together by a row of solid silver buttons, silver chains and locally-made silver brooches and belt buckles, often fashioned with Viking style motifs.
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Both men's and women's national dress are extremely costly and can take many years to assemble. Women in the family often work together to assemble the outfits, including knitting the close-fitting jumpers, weaving and embroidering, sewing and assembling the national dress.
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This tradition binds together families, passes on traditional crafts, and reinforces the Faroese culture of traditional village life in the context of a modern society.
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Ólavsøka is on 29 July; it commemorates the death of Saint Olaf. The celebrations are held in Tórshavn, starting on the evening of the 28th and continuing until the 31st. 28 July is a half working day for the members of some of the labour unions, while Ólavsøkudagur (St Olaf's Day) on 29 July is a full holiday for most but not all union members.[125][126]
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The official celebration starts on the 29th, with the opening of the Faroese Parliament, a custom that dates back 900 years.[127] This begins with a service held in Tórshavn Cathedral; all members of parliament as well as civil and church officials walk to the cathedral in a procession. All of the parish ministers take turns giving the sermon. After the service, the procession returns to the parliament for the opening ceremony.
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Other celebrations are marked by different kinds of sports competitions, the rowing competition (in Tórshavn Harbour) being the most popular, art exhibitions, pop concerts, and the famous Faroese dance in Sjónleikarhúsið and on Vaglið outdoor singing on 29 July (continuing after midnight on 30 July). The celebrations have many facets, and only a few are mentioned here.
|
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Many people also mark the occasion by wearing the national Faroese dress.
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Anura may refer to:
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Anura is a common given name in Sri Lanka
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Coordinates: 62°00′N 06°47′W / 62.000°N 6.783°W / 62.000; -6.783
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in Europe (green and dark grey)
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in the Kingdom of Denmark (beige)
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The Faroe or Faeroe Islands /ˈfɛəroʊ/ (Faroese: Føroyar, pronounced [ˈfœɹjaɹ]; Danish: Færøerne, pronounced [ˈfɛɐ̯ˌøˀɐnə]) are a North Atlantic archipelago located 320 kilometres (200 mi) north-northwest of Scotland, and about halfway between Norway and Iceland. It is an autonomous territory[8] within the Kingdom of Denmark. The islands have a total area of about 1,400 square kilometres (540 sq mi) with a population of 52,110 as of January 2020[update].[3]
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The terrain is rugged; the climate is subpolar oceanic climate (Cfc)—windy, wet, cloudy, and cool. Temperatures average above freezing throughout the year because of the Gulf Stream. As a result of the moderation and the northerly latitude, summers normally hover around 12 °C (54 °F). Average temperatures are 5 °C (41 °F) in winter.[9] The northerly latitude location also results in perpetual civil twilight during summer nights and very short winter days.
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Between 1035 and 1814, the Faroe Islands were part of the Kingdom of Norway, which was in a personal union with Denmark from 1450. In 1814, the Treaty of Kiel transferred Norway to the King of Sweden, on the winning side of the Napoleonic Wars, whereas Denmark retained the Faroe Islands, along with Greenland and Iceland. The Faroe Islands have been a self-governing part of the Kingdom of Denmark since 1948,[10] controlling most areas apart from military defence, policing, justice, currency, and foreign affairs.[11] Because the Faroe Islands are not part of the same customs area as Denmark, the country has an independent trade policy, and can establish trade agreements with other states. In the Nordic Council, they are represented as part of the Danish delegation. In certain sports, the Faroe Islands field their own national teams.
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Despite only having one laureate, the Faroe Islands currently have the most Nobel laureates per capita worldwide.
|
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In Faroese, the name appears as Føroyar. Oyar represents the plural of oy, older Faroese for "island". Due to sound changes, the modern Faroese word for island is oyggj. The first element, før, may reflect an Old Norse word fær (sheep), although this analysis is sometimes disputed because Faroese now uses the word seyður (from Old Norse sauðr) to mean "sheep". Another possibility is that the Irish monks, who settled the island around 625, had already given the islands a name related to the Gaelic word fearrann, meaning "land" or "estate". This name could then have been passed on to the Norwegian settlers, who then added oyar (islands).[12] The name thus translates as either "Islands of Sheep" or "Islands of Fearrann".
|
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|
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In Danish, the name Færøerne contains the same elements, though øerne is the definite plural of ø (island).
|
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|
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In English, it may be seen as redundant to say the Faroe Islands, since the oe comes from an element meaning "island". This is seen in the BBC Shipping Forecast, where the waters around the islands are called Faeroes. The name is also sometimes spelled "Faeroe".[13][14]
|
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Archaeological evidence shows settlers living on the Faroe Islands in two successive periods before the Norse arrived, the first between 300 and 600 and the second between 600 and 800.[15] Scientists from the University of Aberdeen have also found early cereal pollen from domesticated plants, which further suggests people may have lived on the islands before the Vikings arrived.[16] Archaeologist Mike Church noted that Dicuil (see below) mentioned what may have been the Faroes. He also suggested that the people living there might have been from Ireland, Scotland, or Scandinavia, possibly with groups from all three areas settling there.[17]
|
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A Latin account of a voyage made by Brendan, an Irish monastic saint who lived around 484–578, includes a description of insulae (islands) resembling the Faroe Islands. This association, however, is far from conclusive in its description.[18]
|
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|
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Dicuil, an Irish monk of the early ninth century, wrote a more definite account. In his geographical work De mensura orbis terrae he claimed he had reliable information of heremitae ex nostra Scotia ("hermits from our land of Ireland/Scotland") who had lived on the northerly islands of Britain for almost a hundred years until the arrival of Norse pirates.[19]
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Norsemen settled the islands c. 800, bringing Old West Norse, which evolved into the modern Faroese language. According to Icelandic sagas such as Færeyjar Saga, one of the best known men in the island was Tróndur í Gøtu, a descendant of Scandinavian chiefs who had settled in Dublin, Ireland. Tróndur led the battle against Sigmund Brestursson, the Norwegian monarchy and the Norwegian church.
|
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The Norse and Norse–Gael settlers probably did not come directly from Scandinavia, but rather from Norse communities surrounding the Irish Sea, Northern Isles, and Outer Hebrides of Scotland, including the Shetland and Orkney islands. A traditional name for the islands in Irish, Na Scigirí, possibly refers to the (Eyja-)Skeggjar "(Island-)Beards", a nickname given to island dwellers.
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According to the Færeyinga saga, more emigrants left Norway who did not approve of the monarchy of Harald Fairhair (ruled c. 872 to 930). These people settled the Faroes around the end of the ninth century.[20] Early in the eleventh century, Sigmundur Brestisson (961–1005) – whose clan had flourished in the southern islands before invaders from the northern islands almost exterminated it – escaped to Norway. He was sent back to take possession of the islands for Olaf Tryggvason, King of Norway from 995 to 1000. Sigmundur introduced Christianity, forcing Tróndur í Gøtu to convert or face beheading and, although Sigmundur was subsequently murdered, Norwegian taxation was upheld. Norwegian control of the Faroes continued until 1814, although, when the Kingdom of Norway (872–1397) entered the Kalmar Union with Denmark, it gradually resulted in Danish control of the islands. The Reformation with Protestant Evangelical Lutheranism and Reformed reached the Faroes in 1538. When the union between Denmark and Norway dissolved as a result of the Treaty of Kiel in 1814, Denmark retained possession of the Faroe Islands; Norway itself was joined in a union with Sweden.
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Following the turmoil caused by the Napoleonic Wars (1803-1815) in 1816, the Faroe Islands became a county in the Danish Kingdom.[21]
|
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35 |
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As part of Mercantilism, Denmark maintained a monopoly over trade with the Faroe Islands and forbade their inhabitants trading with others (e.g. the geographically close Britain). The trade monopoly in the Faroe Islands was abolished in 1856, after which the area developed as a modern fishing nation with its own fishing fleet. The national awakening from 1888 initially arose from a struggle to maintain the Faroese language and was thus culturally oriented, but after 1906 it became more political with the foundation of political parties of the Faroe Islands.
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In the first year of the Second World War, on 12 April 1940, British troops occupied the Faroe Islands. Nazi Germany had invaded Denmark and commenced the invasion of Norway on 9 April 1940 under Operation Weserübung. In 1942–1943, the British Royal Engineers, under the leadership of Lt. Col. William Law, MC, built the only airport in the Faroe Islands, Vágar Airport. Control of the islands reverted to Denmark following the war, but Danish rule had been undermined, and Iceland's full independence served as a precedent for many Faroese.
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The 1946 Faroese independence referendum resulted in 50.73% in favour of independence to 49.27% against.[22] The Faroe Islands subsequently declared independence on 18 September 1946; however, this declaration was annulled by Denmark on 20 September on the grounds that a majority of the Faroese voters had not supported independence and King Christian X of Denmark dissolved the Faroese Løgting on 24 September.[23][24] The dissolution of the Løgting was on 8 November followed by the Faroese parliamentary election of 1946 in which the parties in favour of full independence received a total of 5,396 votes while the parties against received a total of 7,488 votes.[25] As a reaction to the growing self-government and independence movements, Denmark finally granted the Faroe Islands home-rule with a high degree of local autonomy on 30 March 1948.[23]
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In 1973 the Faroe Islands declined to join Denmark in entering the European Economic Community (later absorbed into the European Union). The islands experienced considerable economic difficulties following the collapse of the fishing industry in the early 1990s, but have since made efforts to diversify the economy.[citation needed]
|
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The Faroe Islands are an island group consisting of 18 major islands (and a total of 779 islands, islets, and skerries) about 655 kilometres (407 mi) off the coast of Northern Europe, between the Norwegian Sea and the North Atlantic Ocean, about halfway between Iceland and Norway, the closest neighbours being the Northern Isles and the Outer Hebrides of Scotland. Its coordinates are 62°00′N 06°47′W / 62.000°N 6.783°W / 62.000; -6.783.
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Distance from the Faroe Islands to:
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The islands cover an area of 1,399 square kilometres (540 sq. mi) and have small lakes and rivers, but no major ones. There are 1,117 kilometres (694 mi) of coastline.[26] The only significant uninhabited island is Lítla Dímun.
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The islands are rugged and rocky with some low peaks; the coasts are mostly cliffs. The highest point is Slættaratindur in northern Eysturoy, 882 metres (2,894 ft) above sea level.
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The Faroe Islands are made up of an approximately six-kilometers-thick succession of mostly basaltic lava that was part of the great North Atlantic Igneous Province during the Paleogene period.[27] The lavas were erupted during the opening of the North Atlantic ocean, which began about 60 million years ago, and what is today the Faroe Islands was then attached to Greenland.[28][29] The lavas are underlain by circa 30 km of unidentified ancient continental crust.[30][31]
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The climate is classed as subpolar oceanic climate according to the Köppen climate classification: Cfc, with areas having a tundra climate, especially in the mountains, although some coastal or low-lying areas may have very mild-winter versions of a tundra climate. The overall character of the climate of the islands is influenced by the strong warming influence of the Atlantic Ocean, which produces the North Atlantic Current. This, together with the remoteness of any source of landmass-induced warm or cold airflows, ensures that winters are mild (mean temperature 3.0 to 4.0 °C or 37 to 39 °F) while summers are cool (mean temperature 9.5 to 10.5 °C or 49 to 51 °F).
|
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The islands are windy, cloudy, and cool throughout the year with an average of 210 rainy or snowy days per year. The islands lie in the path of depressions moving northeast, making strong winds and heavy rain possible at all times of the year. Sunny days are rare and overcast days are common. Hurricane Faith struck the Faroe Islands on 5 September 1966 with sustained winds over 100 mph (160 km/h) and only then did the storm cease to be a tropical system.[32]
|
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+
The climate varies greatly over small distances, due to the altitude, ocean currents, topography, and winds. Precipitation varies considerably throughout the archipelago. In some highland areas, snow cover may last for months with snowfalls possible for the greater part of the year (on the highest peaks, summer snowfall is by no means rare), while in some sheltered coastal locations, several years pass without any snowfall whatsoever. Tórshavn receives frosts more often than other areas just a short distance to the south. Snow also is seen at a much higher frequency than on outlying islands nearby. The area receives on average 49 frosts a year.[33]
|
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The collection of meteorological data on the Faroe Islands began in 1867.[34] Winter recording began in 1891, and the warmest winter occurred in 2016–17 with an average temperature of 6.1 °C (43 °F).[35]
|
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+
|
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+
The natural vegetation of the Faroe Islands is dominated by arctic-alpine plants, wildflowers, grasses, moss, and lichen. Most of the lowland area is grassland and some is heath, dominated by shrubby heathers, mainly Calluna vulgaris. Among the herbaceous flora that occur in the Faroe Islands is the cosmopolitan marsh thistle, Cirsium palustre.[38]
|
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+
|
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+
Although there are no trees native to the Faroe Islands, limited species were able to be successfully introduced to the region, including the black cottonwood, also known as the California poplar (Populus trichocarpa).
|
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+
|
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+
A collection of Faroese marine algae resulting from a survey sponsored by NATO,[citation needed] the British Museum (Natural History) and the Carlsberg Foundation, is preserved in the Ulster Museum (catalogue numbers: F3195–F3307). It is one of ten exsiccatae sets. A few small plantations consisting of plants collected from similar climates such as Tierra del Fuego in South America and Alaska thrive on the islands.
|
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+
|
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+
The bird fauna of the Faroe Islands is dominated by seabirds and birds attracted to open land such as heather, probably because of the lack of woodland and other suitable habitats. Many species have developed special Faroese sub-species: common eider, Common starling, Eurasian wren, common murre, and black guillemot.[39] The pied raven, a color morph of the North Atlantic subspecies of the common raven, was endemic to the Faroe Islands, but now has become extinct.
|
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|
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+
Only a few species of wild land mammals are found in the Faroe Islands today, all introduced by humans. Three species are thriving on the islands today: mountain hare (Lepus timidus), brown rat (Rattus norvegicus), and the house mouse (Mus musculus). Apart from these, there is a local domestic sheep breed, the Faroe sheep (depicted on the coat of arms), and there once was a variety of feral sheep, which survived on Lítla Dímun until the mid-nineteenth century.[40]
|
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+
|
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Grey seals (Halichoerus grypus) are common around the shorelines.[citation needed] Several species of cetacea live in the waters around the Faroe Islands. Best known are the long-finned pilot whales (Globicephala melaena), which still are hunted by the islanders in accordance with longstanding local tradition.[41] Orcas (Orcinus orca) are regular visitors around the islands.
|
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|
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The domestic animals of the Faroe Islands are a result of 1,200 years of isolated breeding. As a result, many of the islands' domestic animals are found nowhere else in the world. Faroese domestic breeds include Faroe pony, Faroe cow, Faroe sheep, Faroese goose, and Faroese duck.
|
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+
|
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The Faroese government holds executive power in local government affairs. The head of the government is called the Løgmaður ("Chief Justice") and serves as Prime Minister and head of Faroese Government. Any other member of the cabinet is called a landsstýrismaður/ráðharri ("Male Minister of the Faroese Government") or landsstýriskvinna/ráðfrú ("Female Minister of the Faroese Government"). The Faroese parliament – the Løgting ("Court of Law") – dates back to Viking times and is believed to be one of the oldest parliaments in the world. The parliament currently has 33 members.[42]
|
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In contemporary times, elections are held at municipal, national (Løgting), and Danish (Folketing) levels. Until 2007, there were seven electoral districts, each comprising a sýsla, while Streymoy was divided into a northern and southern part (Tórshavn region). However, on 25 October 2007, changes were made such that the entire country is one electoral district, giving each vote equal weight.
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Administratively, the islands are divided into 29 municipalities (kommunur) within which there are 120 or so settlements.
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Traditionally, there are also the six sýslur (similar to the British "shire": Norðoyar, Eysturoy, Streymoy, Vágar, Sandoy, and Suðuroy). Although today sýsla technically means "police district", the term is still commonly used to indicate a geographical region. In earlier times, each sýsla had its own assembly, the so-called várting ("spring assembly").
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The Faroe Islands have been under Norwegian-Danish control since 1388. The 1814 Treaty of Kiel terminated the Danish–Norwegian union, and Norway came under the rule of the King of Sweden, while the Faroe Islands, Iceland, and Greenland remained Danish possessions. From ancient times the Faroe Islands had a parliament (Løgting), which was abolished in 1816, and the Faroe Islands were to be governed as an ordinary Danish amt (county), with the Amtmand as its head of government. In 1851, the Løgting was reinstated, but, until 1948, served mainly as an advisory body.
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The islands are home to a notable independence movement that has seen an increase in popularity within recent decades. At the end of World War II, some of the population favoured independence from Denmark, and on 14 September 1946, an independence referendum was held on the question of secession. It was a consultative referendum; the parliament was not bound to follow the people's vote. This was the first time that the Faroese people had been asked whether they favoured independence or wanted to continue within the Danish kingdom.
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The result of the vote was a majority in favour of secession. The Speaker of the Løgting, together with the majority, started the process of becoming a sovereign nation. The minority of the Løgting left in protest, because they thought these actions were illegal. One parliament member, Jákup í Jákupsstovu, was shunned from his own party, the Social Democratic Party, because he joined the majority of the Løgting.
|
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+
|
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The Speaker of the Løgting declared the Faroe Islands independent on 18 September 1946.
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On 25 September 1946, a Danish prefect announced to the Løgting, that the king had dissolved the parliament and wanted new elections, therefore not honoring the wish of the majority.
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+
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A parliamentary election was held a few months later, in which the political parties that favoured staying in the Danish kingdom increased their share of the vote and formed a coalition. Based on this, they chose to reject secession. Instead, a compromise was made and the Folketing passed a home-rule law that went into effect in 1948. The Faroe Islands' status as a Danish amt was thereby brought to an end; the Faroe Islands were given a high degree of self-governance, supported by a financial subsidy from Denmark to recompense expenses the islands have on Danish services.
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In protest to the new Home Rule Act, the Republic Party (Tjóðveldi), was founded.
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At present, the islanders are about evenly split between those favouring independence and those who prefer to continue as a part of the Kingdom of Denmark. Within both camps there is a wide range of opinions. Of those who favour independence, some are in favour of an immediate unilateral declaration of independence. Others see it as something to be attained gradually and with the full consent of the Danish government and the Danish nation. In the unionist camp there are also many who foresee and welcome a gradual increase in autonomy even while strong ties with Denmark are maintained.
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As of 2011[update], a new draft Faroese constitution is being drawn up. However the draft has been declared by the former Danish Prime Minister, Lars Løkke Rasmussen, as incompatible with Denmark's constitution and if the Faroese political parties wish to continue with it, then they must declare independence.[43]
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As explicitly asserted by both treaties of the European Union, the Faroe Islands are not part of the European Union. The Faroes are not grouped with the EU when it comes to international trade; for instance, when the EU and Russia imposed reciprocal trade sanctions on each other over the War in Donbass in 2014, the Faroes began exporting significant amounts of fresh salmon to Russia.[44] Moreover, a protocol to the treaty of accession of Denmark to the European Communities stipulates that Danish nationals residing in the Faroe Islands are not considered Danish nationals within the meaning of the treaties. Hence, Danish people living in the Faroes are not citizens of the European Union (though other EU nationals living there remain EU citizens). The Faroes are not covered by the Schengen Agreement, but there are no border checks when travelling between the Faroes and any Schengen country (the Faroes have been part of the Nordic Passport Union since 1966, and since 2001 there have been no permanent border checks between the Nordic countries and the rest of the Schengen Area as part of the Schengen agreement).[45]
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The Faroe Islands are not a fully independent country, but they do have political relations directly with other countries through agreement with Denmark. The Faroe Islands are a member of some international organisations as though they were an independent country.
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The Faroe Islands are a member of several international sports federations like UEFA, FIFA in football[46] and FINA in swimming[47] and EHF in handball[48] and have their own national teams. The Faroe Islands have their own telephone country code, Internet country code top-level domain, banking code and postal country code.
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The Faroe Islands make their own agreements with other countries regarding trade and commerce. When the EU embargo against Russia started in 2014, the Faroe Islands were not a part of the embargo because they are not a part of EU, and the islands had just themselves experienced a year of embargo from the EU including Denmark against the islands; the Faroese prime minister Kaj Leo Johannesen went to Moscow to negotiate the trade between the two countries.[49] The Faroese minister of fisheries negotiates with the EU and other countries regarding the rights to fish.[50]
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The vast majority of the population are ethnic Faroese, of Norse and Celtic descent.[51] Recent DNA analyses have revealed that Y chromosomes, tracing male descent, are 87% Scandinavian.[52]
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The studies show that mitochondrial DNA, tracing female descent, is 84% Celtic.[53]
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There is a gender deficit of about 2,000 women owing to migration.[54] As a result, some Faroese men have married women from the Philippines and Thailand, whom they met through such channels as online dating websites, and arranged for them to emigrate to the islands. This group of approximately three hundred women make up the largest ethnic minority in the Faroes.[54]
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The total fertility rate of the Faroe Islands is currently one of the highest in Europe.[55] The fertility rate is 2.409 children born per woman (2015 est.).[56]
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The 2011 census shows that of the 48,346 inhabitants of the Faroe Islands (17,441 private households in 2011), 43,135 were born in the Faroe Islands, 3,597 were born in the other two countries of the Kingdom of Denmark (Denmark or Greenland), and 1,614 were born outside the Kingdom of Denmark. People were also asked about their nationality, including Faroese. Children under 15 were not asked about their nationality. 97% said that they were ethnic Faroese, which means that many of those who were born in either Denmark or Greenland consider themselves as ethnic Faroese. The other 3% of those older than 15 said they were not Faroese: 515 were Danish, 433 were from other European countries, 147 came from Asia, 65 from Africa, 55 from the Americas, 23 from Russia.[57]
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The Faroe Islands have people from 77 different nationalities.
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If the first inhabitants of the Faroe Islands were Irish monks, they must have lived as a very small group of settlers. Later, when the Vikings colonised the islands, there was a considerable increase in the population. However, it never exceeded 5,000 until the 19th century. Around 1349, about half the population perished in the Black Death plague.
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Only with the rise of the deep-sea fishery (and thus independence from agriculture in the islands' harsh terrain) and with general progress in the health service was rapid population growth possible in the Faroes. Beginning in the 19th century, the population increased tenfold in 200 years.
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At the beginning of the 1990s, the Faroe Islands entered a deep economic crisis leading to heavy emigration; however, this trend reversed in subsequent years to a net immigration. This has been in the form of a population replacement as young Faroese women leave and are replaced with Asian/Pacific brides.[58]
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In 2011, there were 2,155 more men than women between the age of 0 to 59 in the Faroe Islands.[59]
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The Faroese population is spread across most of the area; it was not until recent decades that significant urbanisation occurred. Industrialisation has been remarkably decentralised, and the area has therefore maintained quite a viable rural culture. Nevertheless, villages with poor harbour facilities have been the losers in the development from agriculture to fishing, and in the most peripheral agricultural areas, also known as Útoyggjar "Outer Islands", there are few young people. In recent decades, the village-based social structure has nevertheless been placed under pressure, giving way to a rise in interconnected "centres" that are better able to provide goods and services than the badly connected periphery. This means that shops and services are now relocating en masse from the villages into the centres, and slowly but steadily the Faroese population is concentrating in and around the centres.
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In the 1990s, the government abandoned the old national policy of developing the villages (Bygdamenning), and instead began a process of regional development (Økismenning). The term "region" referred to the large islands of the Faroes. Nevertheless, the government was unable to press through the structural reform of merging small rural municipalities to create sustainable, decentralised entities that could drive forward regional development. As regional development has been difficult on the administrative level, the government has instead invested heavily in infrastructure, interconnecting the regions.
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In general, it is becoming less valid to regard the Faroes as a society based on separate islands and regions. The huge investments in roads, bridges and sub-sea tunnels (see also Transport in the Faroe Islands) have bound the islands together, creating a coherent economic and cultural sphere that covers almost 90% of the population. From this perspective it is reasonable to regard the Faroes as a dispersed city or even to refer to it as the Faroese Network City.[citation needed]
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Faroese is spoken in the entire area as a first language. It is difficult to say exactly how many people worldwide speak the Faroese language, because many ethnic Faroese live in Denmark, and few who are born there return to the Faroes with their parents or as adults.
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Faroese belongs to the Germanic branch of Indo-European languages. Written Faroese (grammar and vocabulary) is most similar to Icelandic and to their ancestor Old Norse, though the spoken language is closer to Norwegian dialects of Western Norway. Faroese is the first official language of the island while Danish, the second, is taught in schools and can be used by the Faroese government in public relations.[2]
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Faroese language policy provides for the active creation of new terms in Faroese suitable for modern life.
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According to the Færeyinga saga, Sigmundur Brestisson brought Christianity to the islands in 999. However, archaeology at a site in Toftanes, Leirvík, named Bønhústoftin (English: prayer-house ruin) and over a dozen slabs from Ólansgarður in the small island of Skúvoy which in the main display encircled linear and outline crosses, suggest that Celtic Christianity may have arrived at least 150 years earlier.[60] The Faroe Islands' Church Reformation was completed on 1 January 1540. According to official statistics from 2019, 79.7% of the Faroese population are members of the state church, the Church of the Faroe Islands (Fólkakirkjan), following a form of Lutheranism.[61] The Fólkakirkjan became an independent church in 2007; previously it had been a diocese within the Church of Denmark. Faroese members of the clergy who have had historical importance include Venceslaus Ulricus Hammershaimb (1819–1909), Fríðrikur Petersen (1853–1917) and, perhaps most significantly, Jákup Dahl (1878–1944), who had a great influence in ensuring that the Faroese language was spoken in the church instead of Danish. Participation in churches is more prevalent among the Faroese population than among most other Scandinavians.
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In the late 1820s, the Christian Evangelical religious movement, the Plymouth Brethren, was established in England. In 1865, a member of this movement, William Gibson Sloan, travelled to the Faroes from Shetland. At the turn of the 20th century, the Faroese Plymouth Brethren numbered thirty. Today, around 10% of the Faroese population are members of the Open Brethren community (Brøðrasamkoman). About 3% belong to the Charismatic Movement. There are several charismatic churches around the islands, the largest of which, called Keldan (The Spring), has about 200 to 300 members. About 2% belong to other Christian groups. The Adventists operate a private school in Tórshavn. Jehovah's Witnesses also have four congregations with a total of 121 members. The Roman Catholic congregation has about 270 members and falls under the jurisdiction of Denmark's Roman Catholic Diocese of Copenhagen. The municipality of Tórshavn has an old Franciscan school.
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There are also around fifteen Bahá'ís who meet at four different places. The Ahmadiyyas established a community in the Faroe Islands in 2010. Unlike Denmark, Sweden and Iceland with Forn Siðr, the Faroes have no organised Heathen community.
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The best-known church buildings in the Faroe Islands include Tórshavn Cathedral, Olaf II of Norway's Church and the Magnus Cathedral in Kirkjubøur; the Vesturkirkjan and the St. Mary's Church, both of which are situated in Tórshavn; the church of Fámjin; the octagonal church in Haldórsvík; Christianskirkjan in Klaksvík; and also the two pictured here.
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In 1948, Victor Danielsen (Plymouth Brethren) completed the first Bible translation into Faroese from different modern languages. Jacob Dahl and Kristian Osvald Viderø (Fólkakirkjan) completed the second translation in 1961. The latter was translated from the original Biblical languages (Hebrew and Greek) into Faroese.
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According to the 2011 Census, there were 33,018 Christians (95.44%), 23 Muslims (0.07%), 7 Hindus (0.02%), 66 Buddhists (0.19%), 12 Jews (0.03%), 13 Baha'i (0.04%), 3 Sikhs (0.01%), 149 others (0.43%), 85 with more than one belief (0.25%), and 1,397 with no religion (4.04%).[62]
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The levels of education in the Faroe Islands are primary, secondary and higher education. Most institutions are funded by the state; there are few private schools in the country. Education is compulsory for 9 years between the ages of 7 and 16.[63]
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Compulsory education consists of seven years of primary education and two years of lower secondary education; it is public, free of charge, provided by the respective municipalities, and is called the Fólkaskúli in Faroese. The Fólkaskúli also provides optional preschool education as well as the tenth year of education that is a prerequisite to get admitted to upper secondary education. Students that complete compulsory education are allowed to continue education in a vocational school, where they can have job-specific training and education. Since the fishing industry is an important part of country's economy, maritime schools are an important part of Faroese education. Upon completion of the tenth year of Fólkaskúli, students can continue to upper secondary education which consists of several different types of schools. Higher education is offered at the University of the Faroe Islands; a part of Faroese youth moves abroad to pursue higher education, mainly in Denmark. Other forms of education comprise adult education and music schools. The structure of the Faroese educational system bears resemblances with its Danish counterpart.[63]
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In the 12th century, education was provided by the Catholic Church in the Faroe Islands.[64] The Church of Denmark took over education after the Protestant Reformation.[65]
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Modern educational institutions started operating in the last quarter of the nineteenth century and developed throughout the twentieth century. The status of the Faroese language in education was a significant issue for decades, until it was accepted as a language of instruction in 1938.[66] Initially education was administered and regulated by Denmark.[66] In 1979 responsibilities on educational issues started transferring to the Faroese authorities, a procedure which was completed in 2002.[66]
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The Ministry of Education, Research and Culture has the jurisdiction of educational responsibility in the Faroe Islands.[67] Since the Faroe Islands is a part of the Danish Realm, education in the Faroe Islands is influenced and has similarities with the Danish educational system; there is an agreement on educational cooperation between the Faroe Islands and Denmark.[66][68][69] In 2012 the public spending on education was 8.1% of GDP.[70] The municipalities are responsible for the school buildings for children's education in Fólkaskúlin from age 1st grade to 9th or 10th grade (age 7 to 16).[71] In November 2013 1,615 people, or 6.8% of the total number of employees, were employed in the education sector.[70] Of the 31,270 people aged 25 and above 1,717 (5.5%) have gained at least a master's degrees or a Ph.D., 8,428 (27%) have gained a B.Sc. or a diploma, 11,706 (37.4%) have finished upper secondary education while 9,419 (30.1%) has only finished primary school and have no other education.[72] There is no data on literacy in the Faroe Islands, but the CIA Factbook states that it is probably as high as in Denmark proper, i.e. 99%.[73]
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The majority of students in upper secondary schools are women, although men represent the majority in higher education institutions. In addition, most young Faroese people who relocate to other countries to study are women.[74] Out of 8,535 holders of bachelor degrees, 4,796 (56.2%) have had their education in the Faroe Islands, 2,724 (31.9%) in Denmark, 543 in both the Faroe Islands and Denmark, 94 (1.1%) in Norway, 80 in the United Kingdom and the rest in other countries.[75] Out of 1,719 holders of master's degrees or PhDs, 1,249 (72.7%) have had their education in Denmark, 87 (5.1%) in the United Kingdom, 86 (5%) in both the Faroe Islands and Denmark, 64 (3.7%) in the Faroe Islands, 60 (3.5%) in Norway and the rest in other countries (mostly EU and Nordic).[75] Since there is no medical school in the Faroe Islands, all medical students have to study abroad; as of 2013[update], out of a total of 96 medical students, 76 studied in Denmark, 19 in Poland, and 1 in Hungary.[76]
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Economic troubles caused by a collapse of the Faroese fishing industry in the early 1990s brought high unemployment rates of 10 to 15% by the mid-1990s.[77] Unemployment decreased in the later 1990s, down to about 6% at the end of 1998.[77] By June 2008 unemployment had declined to 1.1%, before rising to 3.4% in early 2009.[77] In December 2019[78] the unemployment reached a record low 0.9%. Nevertheless, the almost total dependence on fishing and fish farming means that the economy remains vulnerable. One of the biggest private companies of the Faroe Islands is the salmon farming company Bakkafrost, which is the largest of the four salmon farming companies in the Faroe Islands[79] and the eighth biggest in the world.[80]
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Petroleum found close to the Faroese area gives hope for deposits in the immediate area, which may provide a basis for sustained economic prosperity.[81]
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In 2011, 13% of the Faroe Islands' national income came as economic aid from Denmark.[82] This corresponds to roughly 5% of GDP.[83]
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Since 2000, the government has fostered new information technology and business projects to attract new investment. The introduction of Burger King in Tórshavn was widely publicized as a sign of the globalization of Faroese culture. It remains to be seen whether these projects will succeed in broadening the islands' economic base. The islands have one of the lowest unemployment rates in Europe, but this should not necessarily be taken as a sign of a recovering economy, as many young students move to Denmark and other countries after leaving high school. This leaves a largely middle-aged and elderly population that may lack the skills and knowledge to fill newly developed positions on the Faroes. Nonetheless, in 2008 the Faroes were able to make a $52 million loan to Iceland to help with that country's banking woes.[84]
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On 5 August 2009, two opposition parties introduced a bill in the Løgting to adopt the euro as the national currency, pending a referendum.[85]
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By road, the main islands are connected by bridges and tunnels. Government owned Strandfaraskip Landsins provides public bus and ferry service to the main towns and villages. There are no railways.
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By air, Scandinavian Airlines and the government owned Atlantic Airways both have scheduled international flights to Vágar Airport, the islands' only airport. Atlantic Airways also provides helicopter service to each of the islands. All civil aviation matters are controlled from the Civil Aviation Administration Denmark.
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By sea, Smyril Line operates a regular international passenger, car and freight service linking the Faroe Islands with Seyðisfjörður, Iceland and Hirtshals, Denmark.[86]
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Because of the rugged terrain, road transport in the Faroe Islands was not as extensive as in other parts of the world. This has now changed, and the infrastructure has been developed extensively. Some 80 percent of the population of the islands is connected by tunnels through the mountains and between the islands, bridges and causeways that link together the three largest islands and three other islands to the northeast. While the other two large islands to the south, Sandoy and Suðuroy, are connected to the main area with ferries, the small islands Koltur and Stóra Dímun have no ferry connection, only a helicopter service. Other small islands—Mykines to the west, Kalsoy, Svínoy and Fugloy to the north, Hestur west of Streymoy, and Nólsoy east of Tórshavn—have smaller ferries and some of these islands also have a helicopter service.
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In February 2014 all the political parties of the Løgting agreed on making two new subsea tunnels, one between Streymoy and Eysturoy (the Eysturoyartunnilin) and one between Streymoy and Sandoy (Sandoyartunnilin). The plan is that both tunnels should open in 2021 and they will not be private.[87] The work to dig the Eysturoy-tunnel started on 1 March 2016 above the village of Hvítanes near Tórshavn.[88]
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The culture of the Faroe Islands has its roots in the Nordic culture. The Faroe Islands were long isolated from the main cultural phases and movements that swept across parts of Europe. This means that they have maintained a great part of their traditional culture. The language spoken is Faroese, which is one of three insular North Germanic languages descended from the Old Norse language spoken in Scandinavia in the Viking Age, the others being Icelandic and the extinct Norn, which is thought to have been mutually intelligible with Faroese. Until the 15th century, Faroese had a similar orthography to Icelandic and Norwegian, but after the Reformation in 1538, the ruling Norwegians outlawed its use in schools, churches and official documents. Although a rich spoken tradition survived, for 300 years the language was not written down. This means that all poems and stories were handed down orally. These works were split into the following divisions: sagnir (historical), ævintýr (stories) and kvæði (ballads), often set to music and the medieval chain dance. These were eventually written down in the 19th century.
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Faroese written literature has developed only in the past 100–200 years. This is mainly because of the islands' isolation, and also because the Faroese language was not written in a standardised way until 1890. The Danish language was also encouraged at the expense of Faroese. Nevertheless, the Faroes have produced several authors and poets. A rich centuries-old oral tradition of folk tales and Faroese folk songs accompanied the Faroese chain dance. The people learned these songs and stories by heart, and told or sang them to each other, teaching the younger generations too. This kind of literature was gathered in the 19th century and early 20th century. The Faroese folk songs, in Faroese called kvæði, are still in use although not so large-scale as earlier. Some of the Faroese folk songs have been used by the Faroese Viking metal band Týr, i.e., Ormurin Langi.[89]
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The first Faroese novel, Bábelstornið by Regin í Líð, was published in 1909; the second novel was published 18 years later. In the period 1930 to 1940 a writer from the village Skálavík on Sandoy island, Heðin Brú, published three novels: Lognbrá (1930), Fastatøkur (1935) and Feðgar á ferð (English title: The old man and his sons) (1940). Feðgar á ferð has been translated into several other languages. Martin Joensen from Sandvík wrote about life on Faroese fishing vessels; he published the novels Fiskimenn (1946)[90] and Tað lýsir á landi (1952).
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Well-known poets from the early 20th century are among others the two brothers from Tórshavn: Hans Andrias Djurhuus (1883–1951)[91] and Janus Djurhuus (1881–1948),[92] other well known poets from this period and the mid 20th century are Poul F. Joensen (1898–1970),[93] Regin Dahl (1918–2007)[94] and Tummas Napoleon Djurhuus (1928–71).[95] Their poems are popular even today and can be found in Faroese song books and school books. Jens Pauli Heinesen (1932–2011), a school teacher from Sandavágur, was the most productive Faroese novelist, he published 17 novels. Steinbjørn B. Jacobsen (1937–2012), a schoolteacher from Sandvík, wrote short stories, plays, children's books and even novels. Most Faroese writers write in Faroese; two exceptions are William Heinesen (1900–91) and Jørgen-Frantz Jacobsen (1900–38).
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Women were not so visible in the early Faroese literature except for Helena Patursson (1864–1916), but in the last decades of the 20th century and in the beginning of the 21st century female writers like Ebba Hentze (born 1933) wrote children's books, short stories, etc. Guðrið Helmsdal published the first modernistic collection of poems, Lýtt lot, in 1963, which at the same time was the first collection of Faroese poems written by a woman.[96] Her daughter, Rakel Helmsdal (born 1966), is also a writer, best known for her children's books, for which she has won several prizes and nominations. Other female writers are the novelists Oddvør Johansen (born 1941), Bergtóra Hanusardóttir (born 1946) and novelist/children's books writers Marianna Debes Dahl (born 1947), and Sólrun Michelsen (born 1948). Other modern Faroese writers include Gunnar Hoydal (born 1941), Hanus Kamban (born 1942), Jógvan Isaksen (born 1950), Jóanes Nielsen (born 1953), Tóroddur Poulsen and Carl Jóhan Jensen (born 1957). Some of these writers have been nominated for the Nordic Council's Literature Prize two to six times, but have never won it. The only Faroese writer who writes in Faroese who has won the prize is the poet Rói Patursson (born 1947), who won the prize in 1986 for Líkasum.[97] In 2007 the first
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ever Faroese/German anthology “From Janus Djurhuus to Tóroddur Poulsen – Faroese Poetry during 100 Years”, edited by Paul Alfred Kleinert, including a short history of Faroese literature was published in Leipzig,.
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In the 21st century, some new writers had success in the Faroe Islands and abroad. Bárður Oskarsson (born 1972) is a children's book writer and illustrator; his books won prizes in the Faroes, Germany and the West Nordic Council's Children and Youth Literature Prize (2006). Though not born in the Faroe Islands, Matthew Landrum, an American poet and editor for Structo magazine, has written a collection of poems about the Islands. Sissal Kampmann (born 1974) won the Danish literary prize Klaus Rifbjerg's Debutant Prize (2012), and Rakel Helmsdal has won Faroese and Icelandic awards; she has been nominated for the West Nordic Council's Children and Youth Literature Prize and the Children and Youth Literature Prize of the Nordic Council (representing Iceland, wrote the book together with and Icelandic and a Swedish writer/illustrator). Marjun Syderbø Kjelnæs (born 1974) had success with her first novel Skriva í sandin for teenagers; the book was awarded and nominated both in the Faroes and in other countries. She won the Nordic Children's Book Prize (2011) for this book, White Raven Deutsche Jugendbibliothek (2011) and nominated the West Nordic Council's Children and Youth Literature Prize and the Children and Youth Literature Prize of the Nordic Council (2013).[98]
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The Faroe Islands have an active music scene, with live music being a regular part of the Islands' life and many Faroese being proficient at a number of instruments. Multiple Danish Music Award winner Teitur Lassen calls the Faroes home and is arguably the islands' most internationally well-known musical export.
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The Islands have their own orchestra (the classical ensemble Aldubáran) and many different choirs; the best-known of these is Havnarkórið. The best-known local Faroese composers are Sunleif Rasmussen and Kristian Blak, who is also head of the record company Tutl. The first Faroese opera was by Sunleif Rasmussen. It is entitled Í Óðamansgarði (The Madman's Garden) and was premiered on 12 October 2006 at the Nordic House. The opera is based on a short story by the writer William Heinesen.
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Young Faroese musicians who have gained much popularity recently are Eivør Pálsdóttir, Anna Katrin Egilstrøð, Lena (Lena Andersen), Høgni Reistrup, Høgni Lisberg, HEIÐRIK (Heiðrik á Heygum), Guðrið Hansdóttir and Brandur Enni.
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Well-known bands include Týr, Gestir, Hamferð, The Ghost, Boys in a Band, ORKA, 200, Grandma's Basement, SIC, and the former band Clickhaze.
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The festival of contemporary and classical music, Summartónar, is held each summer. The G! Festival in Norðragøta in July and Summarfestivalurin in Klaksvík in August are both large, open-air music festivals for popular music with both local and international musicians participating. Havnar Jazzfelag was established 21 November 1975, and is still active. Currently Havnar Jazzfelag is arranging VetrarJazz amongst other jazz-festivals in The Faroe Islands.
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The Nordic House in the Faroe Islands (Faroese: Norðurlandahúsið) is the most important cultural institution in the Faroes. Its aim is to support and promote Scandinavian and Faroese culture, locally and in the Nordic region. Erlendur Patursson (1913–86), Faroese member of the Nordic Council, raised the idea of a Nordic cultural house in the Faroe Islands. A Nordic competition for architects was held in 1977, in which 158 architects participated. Winners were Ola Steen from Norway and Kolbrún Ragnarsdóttir from Iceland. By staying true to folklore, the architects built the Nordic House to resemble an enchanted hill of elves. The house opened in Tórshavn in 1983. The Nordic House is a cultural organization under the Nordic Council. The Nordic House is run by a steering committee of eight, of whom three are Faroese and five from other Nordic countries. There is also a local advisory body of fifteen members, representing Faroese cultural organizations. The House is managed by a director appointed by the steering committee for a four-year term.
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Traditional Faroese food is mainly based on meat, seafood and potatoes and uses few fresh vegetables. Mutton of the Faroe sheep is the basis of many meals, and one of the most popular treats is skerpikjøt, well aged, wind-dried mutton, which is quite chewy. The drying shed, known as a hjallur, is a standard feature in many Faroese homes, particularly in the small towns and villages. Other traditional foods are ræst kjøt (semi-dried mutton) and ræstur fiskur, matured fish. Another Faroese specialty is tvøst og spik, made from pilot whale meat and blubber. (A parallel meat/fat dish made with offal is garnatálg.) The tradition of consuming meat and blubber from pilot whales arises from the fact that a single kill can provide many meals. Fresh fish also features strongly in the traditional local diet, as do seabirds, such as Faroese puffins, and their eggs. Dried fish is also commonly eaten.
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There are two breweries in the Faroe Islands. The first brewery is called Föroya Bjór and has produced beer since 1888 with exports mainly to Iceland and Denmark. The second brewery is called Okkara Bryggjarí and was founded in 2010. A local specialty is fredrikk, a special brew made in Nólsoy. Production of hard alcohol such as snaps is forbidden in the Faroe Islands, hence the Faroese akvavit is produced abroad.
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Since the friendly British occupation, the Faroese have been fond of British food, in particular fish and chips and British-style chocolate such as Cadbury Dairy Milk, which is found in many of the island's shops.[99]
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There are records of drive hunts in the Faroe Islands dating from 1584.[100] Whaling in the Faroe Islands is regulated by Faroese authorities but not by the International Whaling Commission as there are disagreements about the Commission's legal authority to regulate cetacean hunts. Hundreds of long-finned pilot whales (Globicephala melaena) could be killed in a year, mainly during the summer. The hunts, called grindadráp in Faroese, are non-commercial and are organized on a community level; anyone can participate. When a whale pod by chance is spotted near land the participating hunters first surround the pilot whales with a wide semicircle of boats and then slowly and quietly begin to drive the whales towards the chosen authorised bay.[101] When a pod of whales has been stranded the killing is begun.
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Faroese animal welfare legislation, which also applies to whaling, requires that animals are killed as quickly and with as little suffering as possible. A regulation spinal lance is used to sever the spinal cord, which also severs the major blood supply to the brain, ensuring both loss of consciousness and death within seconds. The spinal lance has been introduced as preferred standard equipment for killing pilot whales and has been shown to reduce killing time to 1–2 seconds.[101]
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This "grindadráp" is legal and provides food for many people in the Faroe Islands.[102][103][104] However, a study has found whale meat and blubber to currently be contaminated with mercury and not recommended for human consumption, as too much may cause such adverse health effects as birth defects of the nervous system, high blood pressure, damaged immune system, increased risk for developing Parkinson's disease, hypertension, arteriosclerosis, and Diabetes mellitus type 2:
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Therefore we recommend that adults eat no more than one to two meals a month. Women who plan to become pregnant within three months, pregnant women, and nursing women should abstain from eating pilot whale meat. Pilot whale liver and kidneys should not be eaten at all.[105]
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Some Faroese Islanders consider the hunt an important part of their culture and history.[106] Animal rights groups, such as the Sea Shepherd Conservation Society, criticize it as being cruel and unnecessary, since it is no longer necessary as a food source for the Faroese people.
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The sustainability of the Faroese pilot whale hunt has been discussed, but with a long-term average catch of around 800 pilot whales on the Faroe Islands a year the hunt is not considered to have a significant impact on the pilot whale population. There are an estimated 128,000 pilot whales in the Northeast Atlantic, and Faroese whaling is therefore considered a sustainable catch by the Faroese government.[107] Annual records of whale drives and strandings of pilot whales and other small cetaceans provide over 400 years of documentation, including statistics, and represents one of the most comprehensive historical records of wildlife utilization anywhere in the world.[101]
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The Faroe Islands have competed in every biennial Island Games since they were established in 1985. The games were hosted by the islands in 1989 and Faroes won the Island Games in 2009.
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Football is by far the biggest sports activity on the islands, with 7,000 registered players out of the whole population of 52,000. Ten football teams contest the Faroe Islands Premier League, currently ranked 51st by UEFA's League coefficient. The Faroe Islands are a full member of UEFA and the Faroe Islands national football team competes in the UEFA European Football Championship qualifiers. The country is also a full member of FIFA and therefore the Faroe Islands football team also competes in the FIFA World Cup qualifiers. The country won its first ever competitive match when the team defeated Austria 1–0 in a UEFA Euro 1992 qualifying.
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The nation's biggest success in football came in 2014 after defeating Greece 1–0, a result that was considered "the biggest shock of all time" in football[108] thanks to a 169-place distance between the teams in the FIFA World Rankings when the match was played. The team climbed 82 places to 105 on the FIFA ranking after the 1–0 win against Greece.[109] The team went on to defeat Greece again on 13 June 2015 by a score of 2–1. On 9 July 2015 the national football team of the Faroes climbed another 28 places up on the FIFA ranking.[110]
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IHF Emerging Nations Championship has been played twice, starting in 2015, and Faroe Islands national handball team has won both editions.
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The Faroe Islands are a full member of FINA and compete under their own flag at World Championships, European Championships and World Cup events. The Faroese swimmer Pál Joensen (born 1990) won a bronze medal at the 2012 FINA World Swimming Championships (25 m)[111] and four silver medals at the European Championships (2010, 2013 and 2014),[112] all medals won in the men's longest and second longest distance the 1500 and 800 metre freestyle, short and long course. The Faroe Islands also compete in the Paralympics and have won 1 gold, 7 silver, and 5 bronze medals since the 1984 Summer Paralympics.
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Two Faroese athletes have competed at the Olympics, but under the Danish flag, since the Olympic Committee does not allow the Faroe Islands to compete under its own flag. The two Faroese who have competed are the swimmer Pál Joensen in 2012 and the rower Katrin Olsen. She competed at the 2008 Summer Olympics in double sculler light weight together with Juliane Rasmussen. Another Faroese rower, who is a member of the Danish National rowing team, is Sverri Sandberg Nielsen, who currently competes in single sculler, heavy weight, he has also competed in double sculler. He is the current Danish record holder in the men's indoor rowing, heavy weight; he broke a nine-year-old record in January 2015[113] and improved it in January 2016.[114] He has also competed at the 2015 World Rowing Championships making it to the semifinal; he competed at the 2015 World Rowing Championship under-23 and made it to the final where he placed fourth.[115]
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The Faroe Islands applied to the IOC for full Faroese membership in 1984, but as of 2017[update] the Faroe Islands are still not a member of the IOC. At the 2015 European Games in Baku, Azerbaijan, the Faroe Islands were not allowed to compete under the Faroese flag; they were, however, allowed to compete under the Ligue Européenne de Natation flag. Before this, the Faroese prime minister Kaj Leo Holm Johannesen had a meeting with the IOC president Thomas Bach in Lausanne on 21 May 2015 to discuss Faroese membership in the IOC.[116][117]
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Faroese people are very active in sports; they have domestic competitions in football, handball, volleyball, badminton, swimming, outdoor rowing (Faroese kappróður) and indoor rowing in rowing machines, horse riding, shooting, table tennis, judo, golf, tennis, archery, gymnastics, cycling, triathlon, running, and other competitions in athletics.[118]
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During 2014, the Faroe Islands was given the opportunity to compete in the Electronic Sports European Championship (ESEC) in esports.[119] 5 players, all of Faroese nationality, faced Slovenia in the first round, eventually getting knocked out with a 0–2 score.[120]
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At the 2016 Baku Chess Olympiad, the Faroe Islands got their first chess grandmaster. Helgi Ziska won his third GM norm, and thus won the title of chess grandmaster.[121]
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The Faroe Islands was given another chance to compete internationally in esports, this time at the 2018 Northern European Minor Championship. The team captain was Rókur Dam Norðoy.[122]
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Faroese handicrafts are mainly based on materials available to local villages—mainly wool. Garments include sweaters, scarves, and gloves. Faroese jumpers have distinct Nordic patterns; each village has some regional variations handed down from mother to daughter. There has recently been a strong revival of interest in Faroese knitting, with young people knitting and wearing updated versions of old patterns emphasized by strong colours and bold patterns. This appears to be a reaction to the loss of traditional lifestyles, and as a way to maintain and assert cultural tradition in a rapidly-changing society. Many young people study and move abroad, and this helps them maintain cultural links with their specific Faroese heritage.
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There has also been a great interest in Faroese sweaters[123] from the TV series The Killing, where the main actress (Detective Inspector Sarah Lund, played by Sofie Gråbøl) wears Faroese sweaters.[124]
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Lace knitting is a traditional handicraft. The most distinctive trait of Faroese lace shawls is the centre-back gusset shaping. Each shawl consists of two triangular side panels, a trapezoid-shaped back gusset, an edge treatment, and usually shoulder shaping. These are worn by all generations of women, particularly as part of the traditional Faroese costume as an overgarment.
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The traditional Faroese national dress is also a local handicraft that people spend a lot of time, money, and effort to assemble. It is worn at weddings and traditional dancing events, and on feast days. The cultural significance of the garment should not be underestimated, both as an expression of local and national identity and a passing on and reinforcing of traditional skills that bind local communities together.
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A young Faroese person is normally handed down a set of children's Faroese clothes that have passed from generation to generation. Children are confirmed at age 14, and normally start to collect the pieces to make an adult outfit, which is considered as a rite of passage. Traditionally the aim would have been to complete the outfit by the time a young person was ready to marry and wear the clothes at the ceremony—though it is mainly only men who do this now.
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Each piece is intricately hand-knitted, dyed, woven or embroidered to the specifications of the wearer. For example, the man's waistcoat is put together by hand in bright blue, red or black fine wool. The front is then intricately embroidered with colourful silk threads, often by a female relative. The motifs are often local Faroese flowers or herbs. After this, a row of Faroese-made solid silver buttons are sewn on the outfit.
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Women wear embroidered silk, cotton or wool shawls and pinafores that can take months to weave or embroider with local flora and fauna. They are also adorned with a handwoven black and red ankle-length skirt, knitted black and red jumper, a velvet belt, and black 18th century style shoes with silver buckles. The outfit is held together by a row of solid silver buttons, silver chains and locally-made silver brooches and belt buckles, often fashioned with Viking style motifs.
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Both men's and women's national dress are extremely costly and can take many years to assemble. Women in the family often work together to assemble the outfits, including knitting the close-fitting jumpers, weaving and embroidering, sewing and assembling the national dress.
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This tradition binds together families, passes on traditional crafts, and reinforces the Faroese culture of traditional village life in the context of a modern society.
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Ólavsøka is on 29 July; it commemorates the death of Saint Olaf. The celebrations are held in Tórshavn, starting on the evening of the 28th and continuing until the 31st. 28 July is a half working day for the members of some of the labour unions, while Ólavsøkudagur (St Olaf's Day) on 29 July is a full holiday for most but not all union members.[125][126]
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The official celebration starts on the 29th, with the opening of the Faroese Parliament, a custom that dates back 900 years.[127] This begins with a service held in Tórshavn Cathedral; all members of parliament as well as civil and church officials walk to the cathedral in a procession. All of the parish ministers take turns giving the sermon. After the service, the procession returns to the parliament for the opening ceremony.
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Other celebrations are marked by different kinds of sports competitions, the rowing competition (in Tórshavn Harbour) being the most popular, art exhibitions, pop concerts, and the famous Faroese dance in Sjónleikarhúsið and on Vaglið outdoor singing on 29 July (continuing after midnight on 30 July). The celebrations have many facets, and only a few are mentioned here.
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Many people also mark the occasion by wearing the national Faroese dress.
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Coordinates: 21°18′41″N 157°47′47″W / 21.31139°N 157.79639°W / 21.31139; -157.79639
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Hawaii (/həˈwaɪi/ (listen) hə-WY-ee; Hawaiian: Hawaiʻi [həˈvɐjʔi]) is a state of the United States of America located in the Pacific Ocean. It is the only U.S. state located outside North America and the only island state.
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The state encompasses nearly the entire Hawaiian archipelago, 137 islands spread over 1,500 miles (2,400 km). The volcanic archipelago is physiographically and ethnologically part of the Polynesian subregion of Oceania.[11] At the southeastern end of the archipelago, the eight main islands are, in order from northwest to southeast: Niʻihau, Kauaʻi, Oʻahu, Molokaʻi, Lānaʻi, Kahoʻolawe, Maui, and the largest, Hawaiʻi, which the state is named after. It is often called the "Big Island" or "Hawaii Island" to avoid confusion with the state or archipelago.
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Hawaii is the 8th-smallest geographically and the 11th-least populous, but the 13th-most densely populated of the 50 states. It is the only state with an Asian American plurality. Hawaii has more than 1.4 million permanent residents, along with many visitors and U.S. military personnel. The state capital and largest city is Honolulu on the island of Oʻahu. The state's ocean coastline is about 750 miles (1,210 km) long, the fourth longest in the U.S., after the coastlines of Alaska, Florida, and California. Hawaii is the most recent state to join the union, on August 21, 1959.[12] It was an independent nation until 1898.
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Hawaii's diverse natural scenery, warm tropical climate, abundance of public beaches, oceanic surroundings, and active volcanoes make it a popular destination for tourists, surfers, biologists, and volcanologists. Because of its central location in the Pacific and 19th-century labor migration, Hawaii's culture is strongly influenced by North American and East Asian cultures, in addition to its indigenous Hawaiian culture.
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The state of Hawaii derives its name from the name of its largest island, Hawaiʻi. A common Hawaiian explanation of the name of Hawaiʻi is that it was named for Hawaiʻiloa, a legendary figure from Hawaiian myth. He is said to have discovered the islands when they were first settled.[13][14]
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The Hawaiian language word Hawaiʻi is very similar to Proto-Polynesian Sawaiki, with the reconstructed meaning "homeland".[b] Cognates of Hawaiʻi are found in other Polynesian languages, including Māori (Hawaiki), Rarotongan (ʻAvaiki) and Samoan (Savaiʻi). According to linguists Pukui and Elbert,[16] "elsewhere in Polynesia, Hawaiʻi or a cognate is the name of the underworld or of the ancestral home, but in Hawaii, the name has no meaning".[17]
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A somewhat divisive political issue arose in 1978 when the Constitution of the State of Hawaii added Hawaiian as a second official state language.[18] The title of the state constitution is The Constitution of the State of Hawaii. Article XV, Section 1 of the Constitution uses The State of Hawaii.[19] Diacritics were not used because the document, drafted in 1949,[20] predates the use of the ʻokina ⟨ʻ⟩ and the kahakō in modern Hawaiian orthography. The exact spelling of the state's name in the Hawaiian language is Hawaiʻi.[c] In the Hawaii Admission Act that granted Hawaiian statehood, the federal government recognized Hawaii as the official state name. Official government publications, department and office titles, and the Seal of Hawaii use the traditional spelling with no symbols for glottal stops or vowel length.[21] In contrast, the National and State Park Services, the University of Hawaii and some private enterprises implement these symbols. No precedent for changes to U.S. state names exists since the adoption of the United States Constitution in 1789. However, the Constitution of Massachusetts formally changed the Province of Massachusetts Bay to the Commonwealth of Massachusetts in 1780, and in 1819, the Territory of Arkansaw was created but was later admitted to statehood as the State of Arkansas.
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There are eight main Hawaiian islands, seven of which are permanently inhabited. The island of Niʻihau is privately managed by brothers Bruce and Keith Robinson; access is restricted to those who have permission from the island's owners. Access to uninhabited Kahoʻolawe island is also restricted.
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The Hawaiian archipelago is located 2,000 mi (3,200 km) southwest of the contiguous United States.[31] Hawaii is the southernmost U.S. state and the second westernmost after Alaska. Hawaii, like Alaska, does not border any other U.S. state. It is the only U.S. state that is not geographically located in North America, the only state completely surrounded by water and that is entirely an archipelago, and the only state in which coffee is commercially cultivable.
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In addition to the eight main islands, the state has many smaller islands and islets. Kaʻula is a small island near Niʻihau. The Northwest Hawaiian Islands is a group of nine small, older islands to the northwest of Kauaʻi that extend from Nihoa to Kure Atoll; these are remnants of once much larger volcanic mountains. Across the archipelago are around 130 small rocks and islets, such as Molokini, which are either volcanic, marine sedimentary or erosional in origin.[32]
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Hawaiʻi's tallest mountain Mauna Kea is 13,796 ft (4,205 m) above mean sea level;[33] it is taller than Mount Everest if measured from the base of the mountain, which lies on the floor of the Pacific Ocean and rises about 33,500 feet (10,200 m).[34]
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The Hawaiian islands were formed by volcanic activity initiated at an undersea magma source called the Hawaiʻi hotspot. The process is continuing to build islands; the tectonic plate beneath much of the Pacific Ocean continually moves northwest and the hot spot remains stationary, slowly creating new volcanoes. Because of the hotspot's location, all currently active land volcanoes are located on the southern half of Hawaiʻi Island. The newest volcano, Lōʻihi Seamount, is located south of the coast of Hawaiʻi Island.
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The last volcanic eruption outside Hawaiʻi Island occurred at Haleakalā on Maui before the late 18th century, possibly hundreds of years earlier.[35] In 1790, Kīlauea exploded; it was the deadliest eruption known to have occurred in the modern era in what is now the United States.[36] Up to 5,405 warriors and their families marching on Kīlauea were killed by the eruption.[37] Volcanic activity and subsequent erosion have created impressive geological features. Hawaii Island has the second-highest point among the world's islands.[38]
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On the flanks of the volcanoes, slope instability has generated damaging earthquakes and related tsunamis, particularly in 1868 and 1975.[39] Steep cliffs have been created by catastrophic debris avalanches on the submerged flanks of ocean island volcanoes.[40][41]
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The Kīlauea erupted in May 2018, opening 22 fissure vents on its East Rift Zone. The Leilani Estates and Lanipuna Gardens are situated within this territory. The destruction affected at least 36 buildings and this coupled with the lava flows and the sulfur dioxide fumes, necessitated the evacuation of more than 2,000 local inhabitants from the neighborhoods.[42]
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Because the islands of Hawaiʻi are distant from other land habitats, life is thought to have arrived there by wind, waves (i.e. by ocean currents) and wings (i.e. birds, insects, and any seeds they may have carried on their feathers). This isolation, in combination with the diverse environment (including extreme altitudes, tropical climates, and arid shorelines), allowed for the evolution of new endemic flora and fauna. Hawaiʻi has more endangered species and has lost a higher percentage of its endemic species than any other U.S. state.[43] One endemic plant, Brighamia, now requires hand-pollination because its natural pollinator is presumed to be extinct.[44] The two species of Brighamia—B. rockii and B. insignis—are represented in the wild by around 120 individual plants. To ensure these plants set seed, biologists rappel down 3,000-foot (910 m) cliffs to brush pollen onto their stigmas.[45]
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The extant main islands of the archipelago have been above the surface of the ocean for fewer than 10 million years; a fraction of the time biological colonization and evolution have occurred there. The islands are well known for the environmental diversity that occurs on high mountains within a trade winds field. On a single island, the climate around the coasts can range from dry tropical (less than 20 inches or 510 millimeters annual rainfall) to wet tropical; on the slopes, environments range from tropical rainforest (more than 200 inches or 5,100 millimeters per year), through a temperate climate, to alpine conditions with a cold, dry climate. The rainy climate impacts soil development, which largely determines ground permeability, affecting the distribution of streams and wetlands.[citation needed]
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Several areas in Hawaiʻi are under the protection of the National Park Service.[46] Hawaii has two national parks: Haleakalā National Park located near Kula on the island of Maui, which features the dormant volcano Haleakalā that formed east Maui, and Hawaii Volcanoes National Park in the southeast region of the Hawaiʻi Island, which includes the active volcano Kīlauea and its rift zones.
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There are three national historical parks; Kalaupapa National Historical Park in Kalaupapa, Molokaʻi, the site of a former leper colony; Kaloko-Honokōhau National Historical Park in Kailua-Kona on Hawaiʻi Island; and Puʻuhonua o Hōnaunau National Historical Park, an ancient place of refuge on Hawaiʻi Island's west coast. Other areas under the control of the National Park Service include Ala Kahakai National Historic Trail on Hawaiʻi Island and the USS Arizona Memorial at Pearl Harbor on Oʻahu.
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The Papahānaumokuākea Marine National Monument was proclaimed by President George W. Bush on June 15, 2006. The monument covers roughly 140,000 square miles (360,000 km2) of reefs, atolls, and shallow and deep sea out to 50 miles (80 km) offshore in the Pacific Ocean—an area larger than all the national parks in the U.S. combined.[47]
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Hawaiʻi's climate is typical for the tropics, although temperatures and humidity tend to be less extreme because of near-constant trade winds from the east. Summer highs usually reach around 88 °F (31 °C) during the day, with the temperature reaching a low of 75 °F (24 °C) at night. Winter day temperatures are usually around 83 °F (28 °C); at low elevation they seldom dip below 65 °F (18 °C) at night. Snow, not usually associated with the tropics, falls at 13,800 feet (4,200 m) on Mauna Kea and Mauna Loa on Hawaii Island in some winter months. Snow rarely falls on Haleakalā. Mount Waiʻaleʻale on Kauaʻi has the second-highest average annual rainfall on Earth, about 460 inches (12,000 mm) per year. Most of Hawaii experiences only two seasons; the dry season runs from May to October and the wet season is from October to April.[49]
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The warmest temperature recorded in the state, in Pahala on April 27, 1931, is 100 °F (38 °C), making it tied with Alaska as the lowest record high temperature observed in a U.S. state.[50] Hawaiʻi's record low temperature is 12 °F (−11 °C) observed in May 1979, on the summit of Mauna Kea. Hawaiʻi is the only state to have never recorded sub-zero Fahrenheit temperatures.[50]
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Climates vary considerably on each island; they can be divided into windward and leeward (koʻolau and kona, respectively) areas based upon location relative to the higher mountains. Windward sides face cloud cover.[citation needed]
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Hawaiʻi is one of two states that were widely recognized independent nations prior to joining the United States. The Kingdom of Hawaiʻi was sovereign from 1810 until 1893 when the monarchy was overthrown by resident American and European capitalists and landholders. Hawaiʻi was an independent republic from 1894 until August 12, 1898, when it officially became a territory of the United States. Hawaiʻi was admitted as a U.S. state on August 21, 1959.[51]
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Based on archaeological evidence, the earliest habitation of the Hawaiian Islands dates to around 300 CE, probably by Polynesian settlers from the Marquesas Islands.[dubious – discuss] A second wave of migration from Raiatea and Bora Bora took place in the 11th century. The date of the human discovery and habitation of the Hawaiian Islands is the subject of academic debate.[52] Some archaeologists and historians think it was a later wave of immigrants from Tahiti around 1000 CE who introduced a new line of high chiefs, the kapu system, the practice of human sacrifice, and the building of heiau.[citation needed] This later immigration is detailed in Hawaiian mythology (moʻolelo) about Paʻao. Other authors say there is no archaeological or linguistic evidence for a later influx of Tahitian settlers and that Paʻao must be regarded as a myth.[citation needed]
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The history of the islands is marked by a slow, steady growth in population and the size of the chiefdoms, which grew to encompass whole islands. Local chiefs, called aliʻi, ruled their settlements, and launched wars to extend their influence and defend their communities from predatory rivals. Ancient Hawaiʻi was a caste-based society, much like that of Hindus in India.[53]
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The 1778 arrival of British explorer Captain James Cook marked the first documented contact by a European explorer with Hawaiʻi. Cook named the archipelago "the Sandwich Islands" in honor of his sponsor John Montagu, 4th Earl of Sandwich, publishing the islands' location and rendering the native name as Owyhee. The form 'Owyhee' or 'Owhyhee' is preserved in the names of certain locations in the American part of the Pacific Northwest, among them Owyhee County and Owyhee Mountains in Idaho, named after three native Hawaiian members of a trapping party who went missing in the area.[54]
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It is very possible that Spanish explorers arrived in the Hawaiian Islands in the 16th century, two hundred years before Cook's first documented visit in 1778. Ruy López de Villalobos commanded a fleet of six ships that left Acapulco in 1542 bound for the Philippines, with a Spanish sailor named Juan Gaetano aboard as pilot. Depending on the interpretation, Gaetano's reports describe an encounter with either Hawaiʻi or the Marshall Islands.[55][56][better source needed] If de Villalobos' crew spotted Hawaiʻi, Gaetano would thus be considered the first European to see the islands. Some scholars have dismissed these claims due to a lack of credibility.[57][58]
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Nonetheless, Spanish archives contain a chart that depicts islands at the same latitude as Hawaiʻi, but with a longitude ten degrees east of the islands. In this manuscript, the island of Maui is named La Desgraciada (The Unfortunate Island), and what appears to be Hawaiʻi Island is named La Mesa (The Table). Islands resembling Kahoʻolawe', Lānaʻi, and Molokaʻi are named Los Monjes (The Monks).[59] For two-and-a-half centuries, Spanish galleons crossed the Pacific from Mexico along a route that passed south of Hawaiʻi on their way to Manila. The exact route was kept secret to protect the Spanish trade monopoly against competing powers. Hawaiʻi thus maintained independence, despite being situated on a sea route East-West between nations that were subjects of the Viceroyalty of New Spain, an empire that exercised jurisdiction over many subject civilizations and kingdoms on both sides of the Pacific.[60]
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Despite such contested claims, Cook is generally credited as being the first European to land at Hawaiʻi, having visited the Hawaiian Islands twice. As he prepared for departure after his second visit in 1779, a quarrel ensued as Cook took temple idols and fencing as "firewood",[61] and a minor chief and his men stole a boat from his ship. Cook abducted the King of Hawaiʻi Island, Kalaniʻōpuʻu, and held him for ransom aboard his ship in order to gain return of Cook's boat, as this tactic had previously worked in Tahiti and other islands.[62] Instead, the supporters of Kalaniʻōpuʻu attacked, killing Cook and four sailors as Cook's party retreated along the beach to their ship. The ship departed without retrieving the stolen boat.
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After Cook's visit and the publication of several books relating his voyages, the Hawaiian Islands attracted many European visitors: explorers, traders, and eventually whalers, who found the islands to be a convenient harbor and source of supplies. Early British influence can be seen in the design of the flag of Hawaiʻi, which bears the Union Jack in the top-left corner. These visitors introduced diseases to the once-isolated islands, causing the Hawaiian population to drop precipitously.[63] Native Hawaiians had no resistance to Eurasian diseases, such as influenza, smallpox and measles. By 1820, disease, famine and wars between the chiefs killed more than half of the Native Hawaiian population.[64] During the 1850s, measles killed a fifth of Hawaiʻi's people.[65]
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Historical records indicated the earliest Chinese immigrants to Hawaiʻi originated from Guangdong Province; a few sailors had arrived in 1778 with Captain Cook's journey, and more arrived in 1789 with an American trader who settled in Hawaiʻi in the late 18th century. It is said that leprosy was introduced by Chinese workers by 1830, and as with the other new infectious diseases, it proved damaging to the Hawaiians.[66]
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During the 1780s, and 1790s, chiefs often fought for power. After a series of battles that ended in 1795, all inhabited islands were subjugated under a single ruler, who became known as King Kamehameha the Great. He established the House of Kamehameha, a dynasty that ruled the kingdom until 1872.[67]
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After Kamehameha II inherited the throne in 1819, American Protestant missionaries to Hawaiʻi converted many Hawaiians to Christianity. They used their influence to end many traditional practices of the people.[68][69] During the reign of King Kamehameha III, Hawaiʻi turned into a Christian monarchy with the signing of the 1840 Constitution.[70] Hiram Bingham I, a prominent Protestant missionary, was a trusted adviser to the monarchy during this period. Other missionaries and their descendants became active in commercial and political affairs, leading to conflicts between the monarchy and its restive American subjects.[71] Catholic and Mormon missionaries were also active in the kingdom, but they converted a minority of the Native Hawaiian population.[72][73][74] Missionaries from each major group administered to the leper colony at Kalaupapa on Molokaʻi, which was established in 1866 and operated well into the 20th century. The best known were Father Damien and Mother Marianne Cope, both of whom were canonized in the early 21st century as Roman Catholic saints.
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The death of the bachelor King Kamehameha V—who did not name an heir—resulted in the popular election of Lunalilo over Kalākaua. Lunalilo died the next year, also without naming an heir. In 1874, the election was contested within the legislature between Kalākaua and Emma, Queen Consort of Kamehameha IV. After riots broke out, the United States and Britain landed troops on the islands to restore order. King Kalākaua was chosen as monarch by the Legislative Assembly by a vote of 39 to 6 on February 12, 1874.[75]
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In 1887, Kalākaua was forced to sign the 1887 Constitution of the Kingdom of Hawaiʻi. Drafted by white businessmen and lawyers, the document stripped the king of much of his authority. It established a property qualification for voting that effectively disenfranchised most Hawaiians and immigrant laborers and favored the wealthier, white elite. Resident whites were allowed to vote but resident Asians were not. As the 1887 Constitution was signed under threat of violence, it is known as the Bayonet Constitution. King Kalākaua, reduced to a figurehead, reigned until his death in 1891. His sister, Queen Liliʻuokalani, succeeded him; she was the last monarch of Hawaiʻi.[76]
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In 1893, Queen Liliʻuokalani announced plans for a new constitution to proclaim herself an absolute monarch. On January 14, 1893, a group of mostly Euro-American business leaders and residents formed the Committee of Safety to stage a coup d'état against the kingdom and seek annexation by the United States. United States Government Minister John L. Stevens, responding to a request from the Committee of Safety, summoned a company of U.S. Marines. The Queen's soldiers did not resist. According to historian William Russ, the monarchy was unable to protect itself.[77]
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On January 17, 1893, Queen Liliʻuokalani was overthrown and replaced by a provisional government composed of members of the Committee of Safety. The United States Minister to the Kingdom of Hawaii (John L. Stevens) conspired with U.S. citizens to overthrow the monarchy.[78] After the overthrow, Lawyer Sanford B. Dole, a citizen of Hawaii, became President of the Republic when the Provisional Government of Hawaiʻi ended on July 4, 1894. Controversy ensued in the following years as the Queen tried to regain her throne. The administration of President Grover Cleveland commissioned the Blount Report, which concluded that the removal of Liliʻuokalani had been illegal. The U.S. government first demanded that Queen Liliʻuokalani be reinstated, but the Provisional Government refused.
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Congress conducted an independent investigation, and on February 26, 1894, submitted the Morgan Report, which found all parties, including Minister Stevens—with the exception of the Queen—"not guilty" and not responsible for the coup.[79] Partisans on both sides of the debate questioned the accuracy and impartiality of both the Blount and Morgan reports over the events of 1893.[77][80][81][82]
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In 1993, the US Congress passed a joint Apology Resolution regarding the overthrow; it was signed by President Bill Clinton. The resolution apologized and said that the overthrow was illegal in the following phrase: "The Congress—on the occasion of the 100th anniversary of the illegal overthrow of the Kingdom of Hawaiʻi on January 17, 1893, acknowledges the historical significance of this event which resulted in the suppression of the inherent sovereignty of the Native Hawaiian people."[78] The Apology Resolution also "acknowledges that the overthrow of the Kingdom of Hawaiʻi occurred with the active participation of agents and citizens of the United States and further acknowledges that the Native Hawaiian people never directly relinquished to the United States their claims to their inherent sovereignty as a people over their national lands, either through the Kingdom of Hawaiʻi or through a plebiscite or referendum".[82][78]
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After William McKinley won the 1896 U.S. presidential election, advocates pressed to annex the Republic of Hawaiʻi. The previous president, Grover Cleveland, was a friend of Queen Liliʻuokalani. McKinley was open to persuasion by U.S. expansionists and by annexationists from Hawaiʻi. He met with three non-native annexationists: Lorrin A. Thurston, Francis March Hatch and William Ansel Kinney. After negotiations in June 1897, Secretary of State John Sherman agreed to a treaty of annexation with these representatives of the Republic of Hawaiʻi.[83] The U.S. Senate never ratified the treaty. Despite the opposition of most native Hawaiians,[84] the Newlands Resolution was used to annex the Republic to the U.S.; it became the Territory of Hawaiʻi. The Newlands Resolution was passed by the House on June 15, 1898, by 209 votes in favor to 91 against, and by the Senate on July 6, 1898, by a vote of 42 to 21.[85][86][87]
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In 1900, Hawaiʻi was granted self-governance and retained ʻIolani Palace as the territorial capitol building. Despite several attempts to become a state, Hawaii remained a territory for 60 years. Plantation owners and capitalists, who maintained control through financial institutions such as the Big Five, found territorial status convenient because they remained able to import cheap, foreign labor. Such immigration and labor practices were prohibited in many states.[88]
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Puerto Rican immigration to Hawaiʻi began in 1899, when Puerto Rico's sugar industry was devastated by a hurricane, causing a worldwide shortage of sugar and a huge demand for sugar from Hawaiʻi. Hawaiian sugarcane plantation owners began to recruit experienced, unemployed laborers in Puerto Rico. Two waves of Korean immigration to Hawaiʻi occurred in the 20th century. The first wave arrived between 1903 and 1924; the second wave began in 1965 after President Lyndon B. Johnson signed the Immigration and Nationality Act of 1965, which removed racial and national barriers and resulted in significantly altering the demographic mix in the U.S.[89]
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Oʻahu was the target of a surprise attack on Pearl Harbor by Imperial Japan on December 7, 1941. The attack on Pearl Harbor and other military and naval installations, carried out by aircraft and by midget submarines, brought the United States into World War II.
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In the 1950s, the power of the plantation owners was broken by the descendants of immigrant laborers, who were born in Hawaiʻi and were U.S. citizens. They voted against the Hawaiʻi Republican Party, strongly supported by plantation owners. The new majority voted for the Democratic Party of Hawaiʻi, which dominated territorial and state politics for more than 40 years. Eager to gain full representation in Congress and the Electoral College, residents actively campaigned for statehood. In Washington there was talk that Hawaiʻi would be a Republican Party stronghold so it was matched with the admission of Alaska, seen as a Democratic Party stronghold. These predictions turned out to be inaccurate; today, Hawaiʻi votes Democratic predominantly, while Alaska votes Republican.[90][91][92][93]
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In March 1959, Congress passed the Hawaiʻi Admissions Act, which U.S. President Dwight D. Eisenhower signed into law.[94] The act excluded Palmyra Atoll from statehood; it had been part of the Kingdom and Territory of Hawaiʻi. On June 27, 1959, a referendum asked residents of Hawaiʻi to vote on the statehood bill; 94.3% voted in favor of statehood and 5.7% opposed it.[95] The referendum asked voters to choose between accepting the Act and remaining a U.S. territory. The United Nations' Special Committee on Decolonization later removed Hawaiʻi from its list of non-self-governing territories.
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After attaining statehood, Hawaiʻi quickly modernized through construction and a rapidly growing tourism economy. Later, state programs promoted Hawaiian culture.[which?] The Hawaiʻi State Constitutional Convention of 1978 created institutions such as the Office of Hawaiian Affairs to promote indigenous language and culture.[96]
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Coincidentally, the Wiki knowledge revolution that transformed the Internet took its name from a Hawaiian word.[97][98][99]
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After Europeans and mainland Americans first arrived during the Kingdom of Hawaii period, the overall population of Hawaii, until that time composed solely of indigenous Hawaiians, fell dramatically. The indigenous Hawaiian population succumbed to foreign diseases, declining from 300,000 in the 1770s, to 60,000 in the 1850s, to 24,000 in 1920. In that year 43% of the population was of Japanese descent.[citation needed] The population of Hawaii began to finally increase after an influx of primarily Asian settlers that arrived as migrant laborers at the end of the 19th century.[102]
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The unmixed indigenous Hawaiian population has still not restored itself to its 300,000 pre-contact level. As of 2010[update], only 156,000 persons declared themselves to be of Native Hawaiian-only ancestry, just over half the pre-contact level Native Hawaiian population, although an additional 371,000 persons declared themselves to possess Native Hawaiian ancestry in combination with one or more other races (including other Polynesian groups, but mostly Asian and/or Caucasian).
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The United States Census Bureau estimates the population of Hawaii was 1,420,491 on July 1, 2018; an increase of 4.42% since the 2010 United States Census.[103]
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As of 2018[update], Hawaii had an estimated population of 1,420,491; a decrease of 7,047 from the previous year and an increase of 60,190 (4.42%) since 2010. This includes a natural increase of 48,111 (96,028 births minus 47,917 deaths) and an increase due to net migration of 16,956 people into the state. Immigration from outside the United States resulted in a net increase of 30,068; migration within the country produced a net loss of 13,112 people.
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The center of population of Hawaii is located on the island of O'ahu. Large numbers of Native Hawaiians have moved to Las Vegas, which has been called the "ninth island" of Hawaii.[104][105]
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Hawaii has a de facto population of over 1.4 million, due in part to a large number of military personnel and tourist residents. O'ahu is the most populous island; it has the highest population density with a resident population of just under one million in 597 square miles (1,546 km2), approximately 1,650 people per square mile.[d][citation needed] Hawaii's 1.4 million residents, spread across 6,000 square miles (15,500 km2) of land, result in an average population density of 188.6 persons per square mile.[106] The state has a lower population density than Ohio and Illinois.[107]
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The average projected lifespan of people born in Hawaii in 2000 is 79.8 years; 77.1 years if male, 82.5 if female—longer than the average lifespan of any other U.S. state.[108] As of 2011[update] the U.S. military reported it had 42,371 personnel on the islands.[109]
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According to the 2010 United States Census, Hawaii had a population of 1,360,301. The state's population identified as 38.6% Asian; 24.7% White (22.7% Non-Hispanic White Alone); 23.6% from two or more races; 10.0% Native Hawaiians and other Pacific Islanders; 8.9% Hispanics and Latinos of any race; 1.6% Black or African American; 1.2% from some other race; and 0.3% Native American and Alaska Native.[110]
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Hawaii has the highest percentage of Asian Americans and multiracial Americans and the lowest percentage of White Americans of any state. It is the only state where people who identify as Asian Americans are the largest ethnic group. In 2012, 14.5% of the resident population under age 1 was non-Hispanic white.[115] Hawaii's Asian population consists mainly of 198,000 (14.6%) Filipino Americans, 185,000 (13.6%) Japanese Americans, roughly 55,000 (4.0%) Chinese Americans, and 24,000 (1.8%) Korean Americans.[116] There are more than 80,000 Indigenous Hawaiians—5.9% of the population.[116] Including those with partial ancestry, Samoan Americans constitute 2.8% of Hawaii's population, and Tongan Americans constitute 0.6%.[117]
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Over 120,000 (8.8%) Hispanic and Latino Americans live in Hawaii. Mexican Americans number over 35,000 (2.6%); Puerto Ricans exceed 44,000 (3.2%). Multiracial Americans constitute almost 25% of Hawaii's population, exceeding 320,000 people. Eurasian Americans are a prominent mixed-race group, numbering about 66,000 (4.9%). The Non-Hispanic White population numbers around 310,000—just over 20% of the population. The multi-racial population outnumbers the non-Hispanic white population by about 10,000 people.[116] In 1970, the Census Bureau reported Hawaii's population was 38.8% white and 57.7% Asian and Pacific Islander.[118]
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The five largest European ancestries in Hawaii are German (7.4%), Irish (5.2%), English (4.6%), Portuguese (4.3%) and Italian (2.7%). About 82.2% of the state's residents were born in the United States. Roughly 75% of foreign-born residents originate in Asia. Hawaii is a majority-minority state. It was expected to be one of three states that will not have a non-Hispanic white plurality in 2014; the other two are California and New Mexico.[119]
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The third group of foreigners to arrive in Hawaii were from China. Chinese workers on Western trading ships settled in Hawaii starting in 1789. In 1820, the first American missionaries arrived to preach Christianity and teach the Hawaiians Western ways.[121] As of 2015[update], a large proportion of Hawaii's population have Asian ancestry—especially Filipino, Japanese and Chinese. Many are descendants of immigrants brought to work on the sugarcane plantations in the mid-to-late 19th century. The first 153 Japanese immigrants arrived in Hawaii on June 19, 1868. They were not approved by the then-current Japanese government because the contract was between a broker and the Tokugawa shogunate—by then replaced by the Meiji Restoration. The first Japanese current-government-approved immigrants arrived on February 9, 1885, after Kalākaua's petition to Emperor Meiji when Kalākaua visited Japan in 1881.[122][123]
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Almost 13,000 Portuguese migrants had arrived by 1899; they also worked on the sugarcane plantations.[124] By 1901, more than 5,000 Puerto Ricans were living in Hawaii.[125]
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English and Hawaiian are listed as Hawaii's official languages in the state's 1978 constitution, in Article XV, Section 4.[126] However, the use of Hawaiian is limited because the constitution specifies that "Hawaiian shall be required for public acts and transactions only as provided by law". Hawaiʻi Creole English, locally referred to as "Pidgin", is the native language of many native residents and is a second language for many others.[citation needed]
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As of the 2000 Census, 73.4% of Hawaii residents age 5 and older exclusively speak English at home.[127] According to the 2008 American Community Survey, 74.6% of Hawaii's residents older than 5 speak only English at home.[120] In their homes, 21.0% of state residents speak an additional Asian language, 2.6% speak Spanish, 1.6% speak other Indo-European languages and 0.2% speak another language.[120]
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After English, other languages popularly spoken in the state are Tagalog, Japanese and Ilocano. Significant numbers of European immigrants and their descendants also speak their native languages; the most numerous are German, Portuguese, Italian and French.[citation needed] 5.4% of residents speak Tagalog—which includes non-native speakers of Filipino language, the national, co-official, Tagalog-based language; 5.0% speak Japanese and 4.0% speak Ilocano; 1.2% speak Chinese, 1.7% speak Hawaiian; 1.7% speak Spanish; 1.6% speak Korean; and 1.0% speak Samoan.[127]
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The Hawaiian language has about 2,000 native speakers, about 0.15% of the total population.[128] According to the United States Census, there were more than 24,000 total speakers of the language in Hawaii in 2006–2008.[129] Hawaiian is a Polynesian member of the Austronesian language family.[128] It is closely related to other Polynesian languages, such as Marquesan, Tahitian, Māori, Rapa Nui (the language of Easter Island), and less closely to Samoan and Tongan.[130]
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According to Schütz, the Marquesans colonized the archipelago in roughly 300 CE[131] and were later followed by waves of seafarers from the Society Islands, Samoa and Tonga.[citation needed] These Polynesians remained in the islands; they eventually became the Hawaiian people and their languages evolved into the Hawaiian language.[132] Kimura and Wilson say, "[l]inguists agree that Hawaiian is closely related to Eastern Polynesian, with a particularly strong link in the Southern Marquesas, and a secondary link in Tahiti, which may be explained by voyaging between the Hawaiian and Society Islands".[133]
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Before the arrival of Captain James Cook, the Hawaiian language had no written form. That form was developed mainly by American Protestant missionaries between 1820 and 1826 who assigned to the Hawaiian phonemes letters from the Latin alphabet. Interest in Hawaiian increased significantly in the late 20th century. With the help of the Office of Hawaiian Affairs, specially designated immersion schools in which all subjects would be taught in Hawaiian were established. The University of Hawaii developed a Hawaiian language graduate studies program. Municipal codes were altered to favor Hawaiian place and street names for new civic developments.[citation needed]
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Hawaiian distinguishes between long and short vowel sounds. In modern practice, vowel length is indicated with a macron (kahakō). Hawaiian-language newspapers (nūpepa) published from 1834 to 1948 and traditional native speakers of Hawaiian generally omit the marks in their own writing. The ʻokina and kahakō are intended to help non-native speakers.[citation needed] The Hawaiian language uses the glottal stop (ʻokina) as a consonant. It is written as a symbol similar to the apostrophe or left-hanging (opening) single quotation mark.[citation needed]
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The keyboard layout used for Hawaiian is QWERTY.[134]
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Some residents of Hawaii speak Hawaiʻi Creole English (HCE), endonymically called pidgin or pidgin English. The lexicon of HCE derives mainly from English but also uses words that have derived from Hawaiian, Chinese, Japanese, Portuguese, Ilocano and Tagalog. During the 19th century, the increase in immigration—mainly from China, Japan, Portugal—especially from the Azores and Madeira, and Spain—catalyzed the development of a hybrid variant of English known to its speakers as pidgin. By the early 20th century, pidgin speakers had children who acquired it as their first language. HCE speakers use some Hawaiian words without those words being considered archaic.[clarification needed] Most place names are retained from Hawaiian, as are some names for plants and animals. For example, tuna fish is often called by its Hawaiian name, ahi.[citation needed]
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HCE speakers have modified the meanings of some English words. For example, "aunty" and "uncle" may either refer to any adult who is a friend or be used to show respect to an elder. Syntax and grammar follow distinctive rules different from those of General American English. For example, instead of "it is hot today, isn't it?", an HCE speaker would say simply "stay hot, eh?"[e] The term da kine is used as a filler; a substitute for virtually any word or phrase. During the surfing boom in Hawaii, HCE was influenced by surfer slang. Some HCE expressions, such as brah and da kine, have found their ways elsewhere through surfing communities.[citation needed]
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Hawaiʻi Sign Language, a sign language for the deaf based on the Hawaiian language, has been in use in the islands since the early 1800s. It is dwindling in numbers due to American Sign Language supplanting HSL through schooling and various other domains.[citation needed]
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Religion in Hawaii (2014)[135]
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Christianity is the most widespread religion in Hawaii, mainly represented by various Protestants, Roman Catholics and Mormons. The second-most popular religion is Buddhism, especially among the archipelago's Japanese community. Unaffiliated account for one-quarter of the population.
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The Cathedral Church of Saint Andrew in Honolulu was formally the seat of the Hawaiian Reformed Catholic Church. When the Hawaiian Reformed Catholic Church, a province of the Anglican Communion, was merged into the Episcopal Church in the 1890s following the overthrow of the Kingdom of Hawaii, it became the seat of the Episcopal Diocese of Hawaii. The Cathedral Basilica of Our Lady of Peace and the Co-Cathedral of Saint Theresa of the Child Jesus serve as seats of the Roman Catholic Diocese of Honolulu. The Eastern Orthodox community is centered around the Saints Constantine and Helen Greek Orthodox Cathedral of the Pacific.
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The largest denominations by number of adherents were the Roman Catholic Church with 249,619 adherents in 2010,[136] the Church of Jesus Christ of Latter-day Saints with 68,128 adherents in 2009,[137] the United Church of Christ with 115 congregations and 20,000 members, and the Southern Baptist Convention with 108 congregations and 18,000 members.[138] All non-denominational churches have 128 congregations and 32,000 members.
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According to data provided by religious establishments, religion in Hawaii in 2000 was distributed as follows:[139][140]
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A Pew poll found that the religious composition was as follows:
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Note: Births in this table do not add up, because Hispanics are counted both by their ethnicity and by their race, giving a higher overall number.
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Hawaii has had a long history of LGBT identities. Māhū ("in the middle") were a precolonization third gender with traditional spiritual and social roles; māhū were a respected group of people widely regarded as healers. The concept of aikāne referred to homosexual relationships, widely accepted as a normal part of ancient Hawaiian society.[148][149][150] Among men, aikāne relationships often began as teens and continued throughout their adult lives, even if they also maintained heterosexual partners.[151] While aikāne usually refers to male homosexuality, some stories also refer to women, implying that women may have been involved in aikāne relationships as well.[152] Journals written by Captain Cook's crew record that many aliʻi (hereditary nobles) also engaged in aikāne relationships, and Kamehameha the Great, the founder and first ruler of the Kingdom of Hawaii, was also known to participate. Cook's second lieutenant and co-astronomer James King observed that "all the chiefs had them", and recounts that Cook was actually asked by one chief to leave King behind, considering the role a great honor.
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According to Hawaiian scholar Lilikalā Kameʻeleihiwa, "If you didn't sleep with a man, how could you trust him when you went into battle? How would you know if he was going to be the warrior that would protect you at all costs, if he wasn't your lover?"[153]
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During the late 19th and early 20th century, the word aikāne was expurgated of its original sexual meaning by colonialism, and in print simply meant "friend". Nonetheless, in Hawaiian language publications its metaphorical meaning can still mean either "friend" or "lover" without stigmatization.[154]
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A 2012 poll by Gallup found that Hawaii had the largest proportion of lesbian, gay, bisexual and transgender (LGBT) adults in the U.S., at 5.1%, comprising an estimated adult LGBT population of 53,966 individuals. The number of same-sex couple households in 2010 was 3,239; a 35.5% increase of figures from a decade earlier.[155][156] In 2013, Hawaii became the fifteenth U.S. state to legalize same-sex marriage; a University of Hawaii researcher reported at the time that the law may have been able to boost tourism by $217 million.[157]
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The history of Hawaii's economy can be traced through a succession of dominant industries: sandalwood,[158] whaling,[159] sugarcane, pineapple, the military, tourism and education. Since statehood in 1959, tourism has been the largest industry, contributing 24.3% of the gross state product (GSP) in 1997, despite efforts to diversify. The state's gross output for 2003 was US$47 billion; per capita income for Hawaii residents in 2014 was US$54,516.[160] Hawaiian exports include food and clothing. These industries play a small role in the Hawaiian economy, due to the shipping distance to viable markets, such as the West Coast of the contiguous U.S. The state's food exports include coffee, macadamia nuts, pineapple, livestock, sugarcane and honey.[161]
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By weight, honey bees may be the state's most valuable export.[162] According to the Hawaii Agricultural Statistics Service, agricultural sales were US$370.9 million from diversified agriculture, US$100.6 million from pineapple, and US$64.3 million from sugarcane. Hawaii's relatively consistent climate has attracted the seed industry, which is able to test three generations of crops per year on the islands, compared with one or two on the mainland.[163] Seeds yielded US$264 million in 2012, supporting 1,400 workers.[164]
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As of December 2015[update], the state's unemployment rate was 3.2%.[165] In 2009, the United States military spent US$12.2 billion in Hawaii, accounting for 18% of spending in the state for that year. 75,000 United States Department of Defense personnel live in Hawaii.[166] According to a 2013 study by Phoenix Marketing International, Hawaii had the fourth-largest number of millionaires per capita in the United States, with a ratio of 7.2%.[167]
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Tax is collected by the Hawaii Department of Taxation.[168]
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Hawaii residents pay the most per person in state taxes in the United States.[169] Millions of tourists pay general excise tax and hotel room tax.[169]
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The Hawaii Tax Foundation considers the state's tax burden too high, which it says contributes to higher prices and the perception of an unfriendly business climate.[169]
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State Senator Sam Slom says state taxes are comparatively higher than other states because the state government handles education, health care, and social services that are usually handled at a county or municipal level in most other states.[169]
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The cost of living in Hawaii, specifically Honolulu, is high compared to that of most major U.S. cities, although it is 6.7% lower than in New York City and 3.6% lower than in San Francisco.[170] These numbers may not take into account some costs, such as increased travel costs for flights, additional shipping fees, and the loss of promotional participation opportunities for customers outside the contiguous U.S. While some online stores offer free shipping on orders to Hawaii, many merchants exclude Hawaii, Alaska, Puerto Rico and certain other U.S. territories.[171][172]
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Hawaiian Electric Industries, a privately owned company, provides 95% of the state's population with electricity, mostly from fossil-fuel power stations. Average electricity prices in October 2014 (36.41 cents per kilowatt-hour) were nearly three times the national average (12.58 cents per kilowatt-hour) and 80% higher than the second-highest state, Connecticut.[173]
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The median home value in Hawaii in the 2000 U.S. Census was US$272,700, while the national median home value was US$119,600. Hawaii home values were the highest of all states, including California with a median home value of US$211,500.[174] Research from the National Association of Realtors places the 2010 median sale price of a single family home in Honolulu, Hawaii, at US$607,600 and the U.S. median sales price at US$173,200. The sale price of single family homes in Hawaii was the highest of any U.S. city in 2010, just above that of the Silicon Valley area of California (US$602,000).[175]
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Hawaii's very high cost of living is the result of several interwoven factors of the global economy in addition to domestic U.S. government trade policy. Like other regions with desirable weather throughout the year, such as areas of California, Arizona and Florida, Hawaii's residents can be considered to be subject to a "Sunshine tax". This situation is further exacerbated by the natural factors of geography and world distribution that lead to higher prices for goods due to increased shipping costs, a problem which many island states and territories suffer from as well.
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The higher costs to ship goods across an ocean may be further increased by the requirements of the Jones Act, which generally requires that goods be transported between places within the U.S., including between the mainland U.S. west coast and Hawaii, using only U.S.-owned, built, and crewed ships. Jones Act-compliant vessels are often more expensive to build and operate than foreign equivalents, which can drive up shipping costs. While the Jones Act does not affect transportation of goods to Hawaii directly from Asia, this type of trade is nonetheless not common; this is a result of other primarily economic reasons including additional costs associated with stopping over in Hawaii (e.g. pilot and port fees), the market size of Hawaii, and the economics of using ever-larger ships that cannot be handled in Hawaii for transoceanic voyages. Therefore, Hawaii relies on receiving most inbound goods on Jones Act-qualified vessels originating from the U.S. west coast, which may contribute to the increased cost of some consumer goods and therefore the overall cost of living.[176][177]
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Hawaiian consumers ultimately bear the expense of transporting goods imposed by the Jones Act. This law makes Hawaii less competitive than West Coast ports as a shopping destination for tourists from countries with much higher taxes like Japan, even though prices for Asian-manufactured goods should be cheaper because Hawaii is much closer than mainland states to Asia.[178][179]
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The aboriginal culture of Hawaii is Polynesian. Hawaii represents the northernmost extension of the vast Polynesian Triangle of the south and central Pacific Ocean. While traditional Hawaiian culture remains as vestiges in modern Hawaiian society, there are re-enactments of the ceremonies and traditions throughout the islands. Some of these cultural influences, including the popularity (in greatly modified form) of lūʻau and hula, are strong enough to affect the wider United States.
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The cuisine of Hawaii is a fusion of many foods brought by immigrants to the Hawaiian Islands, including the earliest Polynesians and Native Hawaiian cuisine, and American, Chinese, Filipino, Japanese, Korean, Polynesian, Puerto Rican, and Portuguese origins. Plant and animal food sources are imported from around the world for agricultural use in Hawaii. Poi, a starch made by pounding taro, is one of the traditional foods of the islands. Many local restaurants serve the ubiquitous plate lunch, which features two scoops of rice, a simplified version of American macaroni salad and a variety of toppings including hamburger patties, a fried egg, and gravy of a loco moco, Japanese style tonkatsu or the traditional lūʻau favorites, including kālua pork and laulau. Spam musubi is an example of the fusion of ethnic cuisine that developed on the islands among the mix of immigrant groups and military personnel. In the 1990s, a group of chefs developed Hawaii regional cuisine as a contemporary fusion cuisine.
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Some key customs and etiquette in Hawaii are as follows: when visiting a home, it is considered good manners to bring a small gift for one's host (for example, a dessert). Thus, parties are usually in the form of potlucks. Most locals take their shoes off before entering a home. It is customary for Hawaiian families, regardless of ethnicity, to hold a luau to celebrate a child's first birthday. It is also customary at Hawaiian weddings, especially at Filipino weddings, for the bride and groom to do a money dance (also called the pandanggo). Print media and local residents recommend that one refer to non-Hawaiians as "locals of Hawaii" or "people of Hawaii".
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Hawaiian mythology comprises the legends, historical tales, and sayings of the ancient Hawaiian people. It is considered a variant of a more general Polynesian mythology that developed a unique character for several centuries before circa 1800. It is associated with the Hawaiian religion, which was officially suppressed in the 19th century but was kept alive by some practitioners to the modern day.[citation needed] Prominent figures and terms include Aumakua, the spirit of an ancestor or family god and Kāne, the highest of the four major Hawaiian deities.[citation needed]
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Polynesian mythology is the oral traditions of the people of Polynesia, a grouping of Central and South Pacific Ocean island archipelagos in the Polynesian triangle together with the scattered cultures known as the Polynesian outliers. Polynesians speak languages that descend from a language reconstructed as Proto-Polynesian that was probably spoken in the area around Tonga and Samoa in around 1000 BCE.[180]
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Prior to the 15th century, Polynesian people migrated east to the Cook Islands, and from there to other island groups such as Tahiti and the Marquesas. Their descendants later discovered the islands Tahiti, Rapa Nui and later the Hawaiian Islands and New Zealand.[citation needed]
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The Polynesian languages are part of the Austronesian language family. Many are close enough in terms of vocabulary and grammar to be mutually intelligible. There are also substantial cultural similarities between the various groups, especially in terms of social organization, childrearing, horticulture, building and textile technologies. Their mythologies in particular demonstrate local reworkings of commonly shared tales. The Polynesian cultures each have distinct but related oral traditions; legends or myths are traditionally considered to recount ancient history (the time of "pō") and the adventures of gods ("atua") and deified ancestors.[citation needed]
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There are many Hawaiian state parks.
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The literature of Hawaii is diverse and includes authors Kiana Davenport, Lois-Ann Yamanaka, and Kaui Hart Hemmings. Hawaiian magazines include Hana Hou!, Hawaii Business Magazine and Honolulu, among others.
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The music of Hawaii includes traditional and popular styles, ranging from native Hawaiian folk music to modern rock and hip hop. Hawaii's musical contributions to the music of the United States are out of proportion to the state's small size.
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Styles such as slack-key guitar are well known worldwide, while Hawaiian-tinged music is a frequent part of Hollywood soundtracks. Hawaii also made a major contribution to country music with the introduction of the steel guitar.[181]
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Traditional Hawaiian folk music is a major part of the state's musical heritage. The Hawaiian people have inhabited the islands for centuries and have retained much of their traditional musical knowledge. Their music is largely religious in nature, and includes chanting and dance music.
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Hawaiian music has had an enormous impact on the music of other Polynesian islands; according to Peter Manuel, the influence of Hawaiian music a "unifying factor in the development of modern Pacific musics".[182] Native Hawaiian musician and Hawaiian sovereignty activist Israel Kamakawiwoʻole, famous for his medley of "Somewhere Over the Rainbow/What a Wonderful World", was named "The Voice of Hawaii" by NPR in 2010 in its 50 great voices series.[183]
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Surfing has been a central part of Polynesian culture for centuries. Since the late 19th century, Hawaii has become a major site for surfists from around the world. Notable competitions include the Triple Crown of Surfing and The Eddie.
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The only NCAA Division I team in Hawaii is the Hawaii Rainbow Warriors and Rainbow Wahine, which competes at the Big West Conference (major sports), Mountain West Conference (football) and Mountain Pacific Sports Federation (minor sports). There are three teams in NCAA Division II: Chaminade Silverswords, Hawaii Pacific Sharks and Hawaii-Hilo Vulcans, all of which compete at the Pacific West Conference.
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Notable college sports events in Hawaii include the Maui Invitational Tournament, Diamond Head Classic (basketball) and Hawaii Bowl (football).
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Notable professional teams include The Hawaiians, which played at the World Football League in 1974 and 1975; the Hawaii Islanders, a Triple-A minor league baseball team that played at the Pacific Coast League from 1961 to 1987; and Team Hawaii, a North American Soccer League team that played in 1977.
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Hawaii has hosted the Sony Open in Hawaii golf tournament since 1965, the Tournament of Champions golf tournament since 1999, the Lotte Championship golf tournament since 2012, the Honolulu Marathon since 1973, the Ironman World Championship triathlon race since 1978, the Ultraman triathlon since 1983, the National Football League's Pro Bowl from 1980 to 2016, the 2000 FINA World Open Water Swimming Championships, and the 2008 Pan-Pacific Championship and 2012 Hawaiian Islands Invitational soccer tournaments.
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Tourism is an important part of the Hawaiian economy. In 2003, according to state government data, there were more than 6.4 million visitors, with expenditures of over $10 billion, to the Hawaiian Islands.[184] Due to the mild year-round weather, tourist travel is popular throughout the year. The major holidays are the most popular times for outsiders to visit, especially in the winter months. Substantial numbers of Japanese tourists still visit the islands but have now been surpassed by Chinese and Koreans due to the collapse of the value of the Yen and the weak Japanese economy. The average Japanese stays only five days, while other Asians stay over 9.5 days and spend 25% more.[185]
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Hawaii hosts numerous cultural events. The annual Merrie Monarch Festival is an international Hula competition.[186] The Hawaii International Film Festival is the premier film festival for Pacific rim cinema.[187] Honolulu hosts the state's long-running LGBT film festival, the Rainbow Film Festival.[188][189]
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|
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As of 2009[update], Hawaii's health care system insures 92% of residents. Under the state's plan, businesses are required to provide insurance to employees who work more than twenty hours per week. Heavy regulation of insurance companies helps reduce the cost to employers. Due in part to heavy emphasis on preventive care, Hawaiians require hospital treatment less frequently than the rest of the United States, while total health care expenses measured as a percentage of state GDP are substantially lower.[citation needed] Proponents of universal health care elsewhere in the U.S. sometimes use Hawaii as a model for proposed federal and state health care plans.[citation needed]
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|
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Hawaii has the only school system within the U.S. that is unified statewide. Policy decisions are made by the fourteen-member state Board of Education, which sets policy and hires the superintendent of schools, who oversees the state Department of Education. The Department of Education is divided into seven districts; four on Oʻahu and one for each of the other three counties. The main rationale for centralization is to combat inequalities between highly populated Oʻahu and the more rural Neighbor Islands, and between lower-income and more affluent areas.[citation needed]
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|
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Public elementary, middle and high school test scores in Hawaii are below national averages on tests mandated under the No Child Left Behind Act. The Hawaii Board of Education requires all eligible students to take these tests and report all student test scores. This may have unbalanced the results that reported in August 2005 that of 282 schools across the state, 185 failed to reach federal minimum performance standards in mathematics and reading.[190] The ACT college placement tests show that in 2005, seniors scored slightly above the national average (21.9 compared with 20.9),[191] but in the widely accepted SAT examinations, Hawaii's college-bound seniors tend to score below the national average in all categories except mathematics.
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Hawaii has the highest rates of private school attendance in the nation. During the 2011–2012 school year, Hawaii public and charter schools had an enrollment of 181,213,[192] while private schools had 37,695.[193] Private schools educated over 17% of students in Hawaii that school year, nearly three times the approximate national average of 6%.[194] It has four of the largest independent schools; ʻIolani School, Kamehameha Schools, Mid-Pacific Institute and Punahou School. Pacific Buddhist Academy, the second Buddhist high school in the U.S. and first such school in Hawaii, was founded in 2003. The first native controlled public charter school was the Kanu O Ka Aina New Century Charter School.[195]
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|
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Independent and charter schools can select their students, while the public schools are open to all students in their district. The Kamehameha Schools are the only schools in the U.S. that openly grant admission to students based on ancestry; collectively, they are one of the wealthiest schools in the United States, if not the world, having over eleven billion US dollars in estate assets.[196] In 2005, Kamehameha enrolled 5,398 students, 8.4% of the Native Hawaiian children in the state.[197]
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The largest institution of higher learning in Hawaii is the University of Hawaii System, which consists of the research university at Mānoa, two comprehensive campuses at Hilo and West Oʻahu, and seven community colleges. Private universities include Brigham Young University–Hawaii, Chaminade University of Honolulu, Hawaii Pacific University, and Wayland Baptist University. Saint Stephen Diocesan Center is a seminary of the Roman Catholic Diocese of Honolulu. Kona hosts the University of the Nations, which is not an accredited university.
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A system of state highways encircles each main island. Only Oʻahu has federal highways, and is the only area outside the contiguous 48 states to have signed Interstate highways. Narrow, winding roads and congestion in populated places can slow traffic. Each major island has a public bus system.
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Honolulu International Airport (IATA: HNL), which shares runways with the adjacent Hickam Field (IATA: HIK), is the major commercial aviation hub of Hawaii. The commercial aviation airport offers intercontinental service to North America, Asia, Australia and Oceania. Hawaiian Airlines, Mokulele Airlines and go! use jets to provide services between the large airports in Honolulu, Līhuʻe, Kahului, Kona and Hilo. Island Air and Pacific Wings serve smaller airports. These airlines also provide air freight services between the islands. On May 30, 2017, the airport was officially renamed as the Daniel K. Inouye International Airport (HNL), after U.S. Senator Daniel K. Inouye.[198]
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Until air passenger services began in the 1920s,[199] private boats were the sole means of traveling between the islands. Seaflite operated hydrofoils between the major islands in the mid-1970s.[200]
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The Hawaii Superferry operated between Oʻahu and Maui between December 2007 and March 2009, with additional routes planned for other islands. Protests and legal problems over environmental impact statements ended the service, though the company operating Superferry has expressed a wish to recommence ferry services in the future.[201] Currently there is a passenger ferry service in Maui County between Lanaʻi and Maui,[202] which does not take vehicles; a passenger ferry to Molokai ended in 2016.[203] Currently Norwegian Cruise Lines and Princess Cruises provide passenger cruise ship services between the larger islands.[204][205]
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At one time Hawaii had a network of railroads on each of the larger islands that transported farm commodities and passengers. Most were 3 ft (914 mm) narrow gauge systems but there were some 2 ft 6 in (762 mm) gauge on some of the smaller islands. The standard gauge in the U.S. is 4 ft 8 1⁄2 in (1,435 mm). By far the largest railroad was the Oahu Railway and Land Company (OR&L) that ran lines from Honolulu across the western and northern part of Oahu.[206]
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The OR&L was important for moving troops and goods during World War II. Traffic on this line was busy enough for signals to be used to facilitate movement of trains and to require wigwag signals at some railroad crossings for the protection of motorists. The main line was officially abandoned in 1947, although part of it was bought by the U.S. Navy and operated until 1970. Thirteen miles (21 km) of track remain; preservationists occasionally run trains over a portion of this line.[206] The Honolulu High-Capacity Transit Corridor Project aims to add elevated passenger rail on Oahu to relieve highway congestion.[citation needed]
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The movement of the Hawaiian royal family from Hawaiʻi Island to Maui, and subsequently to Oʻahu, explains the modern-day distribution of population centers. Kamehameha III chose the largest city, Honolulu, as his capital because of its natural harbor—the present-day Honolulu Harbor. Now the state capital, Honolulu is located along the southeast coast of Oʻahu. The previous capital was Lahaina, Maui, and before that Kailua-Kona, Hawaiʻi. Some major towns are Hilo; Kāneʻohe; Kailua; Pearl City; Waipahu; Kahului; Kailua-Kona. Kīhei; and Līhuʻe.
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Hawaii comprises five counties: the City and County of Honolulu, Hawaii County, Maui County, Kauai County, and Kalawao County.
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Hawaii has the fewest local governments among U.S. states.[207][208] Unique to this state is the lack of municipal governments. All local governments are generally administered at the county level. The only incorporated area in the state is Honolulu County, a consolidated city–county that governs the entire island of Oahu. County executives are referred to as mayors; these are the Mayor of Hawaii County, Mayor of Honolulu, Mayor of Kauaʻi, and the Mayor of Maui. The mayors are all elected in nonpartisan elections. Kalawao County has no elected government,[209] and as mentioned above there are no local school districts and instead all local public education is administered at the state level by the Hawaii Department of Education. The remaining local governments are special districts.[207][208]
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The state government of Hawaii is modeled after the federal government with adaptations originating from the kingdom era of Hawaiian history. As codified in the Constitution of Hawaii, there are three branches of government: executive, legislative and judicial. The executive branch is led by the Governor of Hawaii, who is assisted by the Lieutenant Governor of Hawaii, both of whom are elected on the same ticket. The governor is the only state public official elected statewide; all others are appointed by the governor. The lieutenant governor acts as the Secretary of State. The governor and lieutenant governor oversee twenty agencies and departments from offices in the State Capitol. The official residence of the governor is Washington Place.
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The legislative branch consists of the bicameral Hawaii State Legislature, which is composed of the 51-member Hawaii House of Representatives led by the Speaker of the House, and the 25-member Hawaii Senate led by the President of the Senate. The Legislature meets at the State Capitol. The unified judicial branch of Hawaii is the Hawaii State Judiciary. The state's highest court is the Supreme Court of Hawaii, which uses Aliʻiōlani Hale as its chambers.
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Senator Brian Schatz
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Senator Mazie Hirono
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Representative Ed Case (HI-1)
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Representative Tulsi Gabbard (HI-2)
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Hawaii is represented in the United States Congress by two senators and two representatives. As of 2019[update], all four seats are held by Democrats. Former representative Ed Case was elected in 2018 to the 1st congressional district. Tulsi Gabbard represents the 2nd congressional district, representing the rest of the state, which is largely rural and semi-rural.[210]
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Brian Schatz is the senior United States Senator from Hawaii. He was appointed to the office on December 26, 2012, by Governor Neil Abercrombie, following the death of former senator Daniel Inouye. The state's junior senator is Mazie Hirono, the former representative from the second congressional district. Hirono is the first female Asian American senator and the first Buddhist senator. Hawaii incurred the biggest seniority shift between the 112th and 113th Congresses. The state went from a delegation consisting of senators who were first and twenty-first in seniority[f] to their respective replacements, relative newcomers Schatz and Hirono.[211]
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Federal officials in Hawaii are based at the Prince Kūhiō Federal Building near the Aloha Tower and Honolulu Harbor. The Federal Bureau of Investigation, Internal Revenue Service and the Secret Service maintain their offices there; the building is also the site of the federal District Court for the District of Hawaii and the United States Attorney for the District of Hawaii.
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Since gaining statehood and participating in its first election in 1960, Hawaii has supported Democrats in all but two presidential elections; 1972 and 1984, both of which were landslide reelection victories for Republicans Richard Nixon and Ronald Reagan respectively. In Hawaii's statehood tenure, only Minnesota has supported Republican candidates fewer times in presidential elections. The 2016 Cook Partisan Voting Index ranks Hawaii as the most heavily Democratic state in the nation.[212]
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Hawaii has not elected a Republican to represent the state in the U.S. Senate since Hiram Fong in 1970; since 1977, both of the state's U.S. Senators have been Democrats.[213][214]
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In 2004, John Kerry won the state's four electoral votes by a margin of nine percentage points with 54% of the vote. Every county supported the Democratic candidate. In 1964, favorite son candidate senator Hiram Fong of Hawaii sought the Republican presidential nomination, while Patsy Mink ran in the Oregon primary in 1972.
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Honolulu-born Barack Obama, then serving as United States Senator from Illinois, was elected the 44th President of the United States on November 4, 2008 and was re-elected for a second term on November 6, 2012. Obama had won the Hawaii Democratic caucus on February 19, 2008, with 76% of the vote. He was the third Hawaii-born candidate to seek the nomination of a major party and the first presidential nominee from Hawaii.[215][216]
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Hawaii is the only state in the United States that does not maintain a separate, state-wide police force. Instead, state law enforcement responsibilities are taken on by the municipal police agencies of the four main islands. Forensic services for all agencies in the state are provided by the Honolulu Police Department.[217]
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While Hawaii is internationally recognized as a state of the United States while also being broadly accepted as such in mainstream understanding, the legality of this status has been questioned in U.S. District Court,[218] the U.N., and other international forums.[219] Domestically, the debate is a topic covered in the Kamehameha Schools curriculum,[220] and in classes at the University of Hawaiʻi at Mānoa.[221]
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Political organizations seeking some form of sovereignty for Hawaii have been active since the late 19th century. Generally, their focus is on self-determination and self-governance, either for Hawaii as an independent nation (in many proposals, for "Hawaiian nationals" descended from subjects of the Hawaiian Kingdom or declaring themselves as such by choice), or for people of whole or part native Hawaiian ancestry in an indigenous "nation to nation" relationship akin to tribal sovereignty with US federal recognition of Native Hawaiians. The pro-federal recognition Akaka Bill drew substantial opposition among Hawaiian residents in the 2000s.[222][223] Opponents to the tribal approach argue it is not a legitimate path to Hawaiian nationhood; they also argue that the U.S. government should not be involved in re-establishing Hawaiian sovereignty.[224][225]
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The Hawaiian sovereignty movement views the overthrow of the Kingdom of Hawaii in 1893 as illegal, and views the subsequent annexation of Hawaii by the United States as illegal; the movement seeks some form of greater autonomy for Hawaii, such as free association or independence from the United States.[223][226][227][228][229]
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Some groups also advocate some form of redress from the United States for the 1893 overthrow of Queen Liliʻuokalani, and for what is described as a prolonged military occupation beginning with the 1898 annexation. The Apology Resolution passed by US Congress in 1993 is cited as a major impetus by the movement for Hawaiian sovereignty.[226] The sovereignty movement considers Hawaii to be an illegally occupied nation.[227][230][231][225]
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Informational notes
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Citations
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Bibliography
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en/2692.html.txt
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An island or isle is any piece of sub-continental land that is surrounded by water.[1] Very small islands such as emergent land features on atolls can be called islets, skerries, cays or keys. An island in a river or a lake island may be called an eyot or ait, and a small island off the coast may be called a holm. Sedimentary islands in the Ganges delta are called chars. A grouping of geographically or geologically related islands, such as the Philippines, is referred to as an archipelago.
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An island may be described as such, despite the presence of an artificial land bridge; examples are Singapore and its causeway, and the various Dutch delta islands, such as IJsselmonde. Some places may even retain "island" in their names for historical reasons after being connected to a larger landmass by a land bridge or landfill, such as Coney Island and Coronado Island, though these are, strictly speaking, tied islands. Conversely, when a piece of land is separated from the mainland by a man-made canal, for example the Peloponnese by the Corinth Canal, more or less the entirety of Fennoscandia by the White Sea Canal, or Marble Hill in northern Manhattan during the time between the building of the United States Ship Canal and the filling-in of the Harlem River which surrounded the area, it is generally not considered an island.
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There are two main types of islands in the sea: continental and oceanic. There are also artificial islands, which are man-made.
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The word island derives from Middle English iland, from Old English igland (from ig or ieg, similarly meaning 'island' when used independently, and -land carrying its contemporary meaning; cf. Dutch eiland ("island"), German Eiland ("small island")). However, the spelling of the word was modified in the 15th century because of a false etymology caused by an incorrect association with the etymologically unrelated Old French loanword isle, which itself comes from the Latin word insula.[3][4] Old English ieg is actually a cognate of Swedish ö and German Aue, and related to Latin aqua (water).[5]
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Greenland is the world's largest island, with an area of over 2.1 million km2, while Australia, the world's smallest continent, has an area of 7.6 million km2, but there is no standard of size that distinguishes islands from continents,[6] or from islets.[7]
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There is a difference between islands and continents in terms of geology.[8]
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Continents are the largest landmass of a particular continental plate; this holds true for Australia, which sits on its own continental lithosphere and tectonic plate (the Australian plate).
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By contrast, islands are either extensions of the oceanic crust (e.g. volcanic islands), or belong to a continental plate containing a larger landmass; the latter is the case of Greenland, which sits on the North American plate.
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Continental islands are bodies of land that lie on the continental shelf of a continent.[9] Examples are Borneo, Java, Sumatra, Sakhalin, Taiwan and Hainan off Asia; New Guinea, Tasmania, and Kangaroo Island off Australia; Great Britain, Ireland, and Sicily off Europe; Greenland, Newfoundland, Long Island, and Sable Island off North America; and Barbados, the Falkland Islands, and Trinidad off South America.
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A special type of continental island is the microcontinental island, which is created when a continent is rifted. Examples are Madagascar and Socotra off Africa, New Caledonia, New Zealand, and some of the Seychelles.
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Another subtype is an island or bar formed by deposition of tiny rocks where water current loses some of its carrying capacity. This includes:
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Islets are very small islands.
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Oceanic islands are islands that do not sit on continental shelves. The vast majority are volcanic in origin, such as Saint Helena in the South Atlantic Ocean.[10] The few oceanic islands that are not volcanic are tectonic in origin and arise where plate movements have lifted up the ocean floor above the surface. Examples are Saint Peter and Paul Rocks in the Atlantic Ocean and Macquarie Island in the Pacific.
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One type of volcanic oceanic island is found in a volcanic island arc. These islands arise from volcanoes where the subduction of one plate under another is occurring. Examples are the Aleutian Islands, the Mariana Islands, and most of Tonga in the Pacific Ocean. The only examples in the Atlantic Ocean are some of the Lesser Antilles and the South Sandwich Islands.
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Another type of volcanic oceanic island occurs where an oceanic rift reaches the surface. There are two examples: Iceland, which is the world's second largest volcanic island, and Jan Mayen. Both are in the Atlantic.
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A third type of volcanic oceanic island is formed over volcanic hotspots. A hotspot is more or less stationary relative to the moving tectonic plate above it, so a chain of islands results as the plate drifts. Over long periods of time, this type of island is eventually "drowned" by isostatic adjustment and eroded, becoming a seamount. Plate movement across a hot-spot produces a line of islands oriented in the direction of the plate movement. An example is the Hawaiian Islands, from Hawaii to Kure, which continue beneath the sea surface in a more northerly direction as the Emperor Seamounts. Another chain with similar orientation is the Tuamotu Archipelago; its older, northerly trend is the Line Islands. The southernmost chain is the Austral Islands, with its northerly trending part the atolls in the nation of Tuvalu. Tristan da Cunha is an example of a hotspot volcano in the Atlantic Ocean. Another hotspot in the Atlantic is the island of Surtsey, which was formed in 1963.
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An atoll is an island formed from a coral reef that has grown on an eroded and submerged volcanic island. The reef rises to the surface of the water and forms a new island. Atolls are typically ring-shaped with a central lagoon. Examples are the Line Islands in the Pacific and the Maldives in the Indian Ocean.
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Approximately 45,000 tropical islands with an area of at least 5 hectares (12 acres) exist.[11] Examples formed from coral reefs include Maldives, Tonga, Samoa, Nauru, and Polynesia.[11] Granite islands include Seychelles and Tioman and volcanic islands such as Saint Helena.
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The socio-economic diversity of tropical islands ranges from the Stone Age societies in the interior of North Sentinel, Madagascar, Borneo, and Papua New Guinea to the high-tech lifestyles of the city-islands of Singapore and Hong Kong.[12]
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International tourism is a significant factor in the economy of many tropical islands including Seychelles, Sri Lanka, Mauritius, Réunion, Hawaii, Puerto Rico and the Maldives.
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Almost all of Earth's islands are natural and have been formed by tectonic forces or volcanic eruptions. However, artificial (man-made) islands also exist, such as the island in Osaka Bay off the Japanese island of Honshu, on which Kansai International Airport is located. Artificial islands can be built using natural materials (e.g., earth, rock, or sand) or artificial ones (e.g., concrete slabs or recycled waste).[13][14] Sometimes natural islands are artificially enlarged, such as Vasilyevsky Island in the Russian city of St. Petersburg, which had its western shore extended westward by some 0.5 km in the construction of the Passenger Port of St. Petersburg.[15]
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Artificial islands are sometimes built on pre-existing "low-tide elevation," a naturally formed area of land which is surrounded by and above water at low tide but submerged at high tide. Legally these are not islands and have no territorial sea of their own.[16]
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Islands portal
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The Maldives (/ˈmɔːldiːvs/, US: /ˈmɔːldaɪvz/ (listen); Dhivehi: ދިވެހިރާއްޖެ Dhivehi Raajje), officially the Republic of Maldives, is a small island nation in South Asia, situated in the Arabian Sea of the Indian Ocean. It lies southwest of Sri Lanka and India, about 700 kilometres (430 mi) from the Asian continent's mainland. The chain of 26 atolls stretches from Ihavandhippolhu Atoll in the north to Addu Atoll in the south to the equator. Comprising a territory spanning roughly 298 square kilometres (115 sq mi), the Maldives is one of the world's most geographically dispersed sovereign states as well as the smallest Asian country by land area and population, with around 515,696 inhabitants. Malé is the capital and the most populated city, traditionally called the "King's Island" where the ancient royal dynasties ruled for its central location.[12]
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The Maldives archipelago is located on the Chagos-Laccadive Ridge, a vast submarine mountain range in the Indian Ocean; this also forms a terrestrial ecoregion, together with the Chagos Archipelago and Lakshadweep.[13] With an average ground-level elevation of 1.5 metres (4 ft 11 in) above sea level,[14] it is the world's lowest-lying country, with even its highest natural point being one of the lowest in the world, at 5.1 metres (17 ft).[14]
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In the 12th century Islam reached the Maldivian archipelago, which was consolidated as a sultanate, developing strong commercial and cultural ties with Asia and Africa. From the mid-16th-century the region came under the increasing influence of European colonial powers, with the Maldives becoming a British protectorate in 1887. Independence from the United Kingdom came in 1965, and a presidential republic was established in 1968 with an elected People's Majlis. The ensuing decades have seen political instability, efforts at democratic reform,[15] and environmental challenges posed by climate change.[16]
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The Maldives became a founding member of the South Asian Association for Regional Cooperation (SAARC). It is also a member of the United Nations, the Commonwealth of Nations, the Organisation of Islamic Cooperation, and the Non-Aligned Movement. The World Bank classifies the Maldives as having an upper-middle income economy.[17] Fishing has historically been the dominant economic activity, and remains the largest sector by far, followed by the rapidly growing tourism industry. The Maldives rate "high" on the Human Development Index,[11] with per-capita income significantly higher than other SAARC nations.[18]
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The Maldives was a member of the Commonwealth from July 1982 until withdrawing from the organisation in October 2016 in protest at allegations by the other nations of its human-rights abuses and failing democracy. The Maldives rejoined the Commonwealth on 1 February 2020 after showing evidence of functioning democratic processes and popular support.
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According to legends, the first settlers of the Maldives were people known as Dheyvis.[19] The first Kingdom of the Maldives was known as Dheeva Maari. In the 3rd century BC during the visit of emissaries sent by Emperor Asoka, Maldives was known as Dheeva Mahal.[20]
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During c. 1100 - 1166, Maldives was also referred as Diva Kudha and the Laccadive archipelago which was a part of Maldives was then referred to as Diva Khanbar by the scholar and polymath al-Biruni (973-1048).[21]
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The name Maldives may also derive from Sanskrit mālā (garland) and dvīpa (island),[22] or මාල දිවයින Maala Divaina ("Necklace Islands") in Sinhala.[23] The Maldivian people are called Dhivehin. The word Dheeb/Deeb (archaic Dhivehi, related to Sanskrit द्वीप, dvīpa) means "island", and Dhives (Dhivehin) means "islanders" (i.e., Maldivians).[24]
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The ancient Sri Lankan chronicle Mahawamsa refers to an island called Mahiladiva ("Island of Women", महिलादिभ) in Pali, which is probably a mistranslation of the same Sanskrit word meaning "garland".
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Jan Hogendorn, Grossman Professor of Economics,[where?] theorises that the name Maldives derives from the Sanskrit mālādvīpa (मालाद्वीप), meaning "garland of islands".[22] In Tamil, "Garland of Islands" can be translated as Malai Theevu (மாலைத்தீவு).[25] In Malayalam, "Garland of Islands" can be translated as Maladweepu (മാലദ്വീപ്).[citation needed] In Kannada, "Garland of Islands" can be translated as Maaledweepa (ಮಾಲೆದ್ವೀಪ).[citation needed] None of these names is mentioned in any literature,[citation needed] but classical Sanskrit texts dating back to the Vedic period mention the "Hundred Thousand Islands" (Lakshadweepa), a generic name which would include not only the Maldives, but also the Laccadives, Aminidivi Islands, Minicoy, and the Chagos island groups.[26][non-primary source needed]
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Some medieval travellers such as Ibn Battuta called the islands Mahal Dibiyat (محل دبيأت) from the Arabic word mahal ("palace"), which must be how the Berber traveller interpreted the local name, having been through Muslim North India, where Perso-Arabic words were introduced to the local vocabulary.[27] This is the name currently inscribed on the scroll in the Maldive state emblem.[citation needed] The classical Persian/Arabic name for Maldives is Dibajat.[28][29] The Dutch referred to the islands as the Maldivische Eilanden (pronounced [mɑlˈdivisə ˈʔɛilɑndə(n)]),[30] while the British anglicised the local name for the islands first to the "Maldive Islands" and later to "Maldives".[30]
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Garcia da Orta writes in a conversational book first published in 1563, writes as follows: "I must tell you that I have heard it said that the natives do not call it Maldiva but Nalediva. In the Malabar language nale means four and diva island. So that in that language the word signifies "four islands," while we, corrupting the name, call it Maldiva."[31]
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The Maldives is an old nation, well over 2,500 years old according to legends of the southern atolls.
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According to the book "Kitāb fi āthār Mīdhu al-qādimah (كتاب في آثار ميذو القديمة) ("On the Ancient Ruins of Meedhoo")" written in the 17th century in Arabic by Allama Ahmed Shihabuddine ( Allama Shihab al-Din ) of Meedhoo in Addu Atoll, the first settlers of the Maldives were people known as Dheyvis.[19] They came from the Kalibanga in India.[19] The time of their arrival is unknown but it was before Emperor Asoka's kingdom in 269-232 BC. Shihabuddine's story tallies remarkably well with the recorded history of South Asia and that of copperplate documents of Maldives known as Loamaafaanu.[19]
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The Maapanansa,[20] the copper plates on which was recorded the history of the first Kings of Maldives from the Solar Dynasty, were lost quite early on.
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A 4th-century notice written by Ammianus Marcellinus (362 AD) speaks of gifts sent to the Roman emperor Julian by a deputation from the nation of Divi. The name Divi is very similar to Dheyvi who were the first settlers of Maldives.[20]
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The ancient history of Maldives is told in copperplates, ancients scripts carved on coral artifacts, traditions, language and different ethnicities of Maldivians.[19]
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The first Maldivians did not leave any archaeological artifacts. Their buildings were probably built of wood, palm fronds, and other perishable materials, which would have quickly decayed in the salt and wind of the tropical climate. Moreover, chiefs or headmen did not reside in elaborate stone palaces, nor did their religion require the construction of large temples or compounds.[32]
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Comparative studies of Maldivian oral, linguistic, and cultural traditions confirm that the first settlers were people from the southern shores of the neighboring Indian subcontinent,[33] including the Giraavaru people, mentioned in ancient legends and local folklore about the establishment of the capital and kingly rule in Malé.[34]
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A strong underlying layer of Dravidian population and culture survives in Maldivian society, with a clear Tamil-Malayalam substratum in the language, which also appears in place names, kinship terms, poetry, dance, and religious beliefs. Malabari seafaring culture led to the settlement of the Islands by Malayali seafarers.[2]
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Despite being just mentioned briefly in most history books, the 1,400-year-long Buddhist period has foundational importance in the history of the Maldives. It was during this period that the culture of the Maldives both developed and flourished, a culture which survives today. The Maldivian language, early Maldive scripts, architecture, ruling institutions, customs, and manners of the Maldivians originated at the time when the Maldives were a Buddhist kingdom.[35]
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Buddhism probably spread to the Maldives in the 3rd century BC at the time of Emperor Ashoka's expansion and became the dominant religion of the people of the Maldives until the 12th century AD. The ancient Maldivian Kings promoted Buddhism, and the first Maldive writings and artistic achievements, in the form of highly developed sculpture and architecture, originate from that period. Nearly all archaeological remains in the Maldives are from Buddhist stupas and monasteries, and all artifacts found to date display characteristic Buddhist iconography.
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Buddhist (and Hindu) temples were Mandala shaped. They are oriented according to the four cardinal points with the main gate facing east. Local historian Hassan Ahmed Maniku counted as many as 59 islands with Buddhist archaeological sites in a provisional list he published in 1990.
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The importance of the Arabs as traders in the Indian Ocean by the 12th century may partly explain why the last Buddhist king of Maldives, Dhovemi, converted to Islam in the year 1153 (or 1193). Adopting the Muslim title of Sultan Muhammad ibn Abdullah, he initiated a series of six Islamic dynasties that lasted until 1932 when the sultanate became elective. The formal title of the sultan up to 1965 was, Sultan of Land and Sea, Lord of the twelve-thousand islands and Sultan of the Maldives which came with the style Highness.
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Somali Muslim Abu al-Barakat Yusuf al-Barbari, also known as Aw Barkhadle, is traditionally credited for this conversion. According to the story told to Ibn Battutah, a mosque was built with the inscription: 'The Sultan Ahmad Shanurazah accepted Islam at the hand of Abu al-Barakat Yusuf al-Barbari.'[36][37] Some scholars have suggested the possibility of Ibn Battuta misreading Maldive texts, and having a bias towards the North African, Maghrebi narrative of this Shaykh, instead of the East African origins account that was known as well at the time.[38] Even when Ibn Battuta visited the islands, the governor of the island at that time was Abd Aziz Al Mogadishawi, a Somali[39]
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Scholars have posited another scenario where Abu al-Barakat Yusuf al-Barbari might have been a native of Barbera, a significant trading port on the northwestern coast of Somalia.[40] Barbara or Barbaroi (Berbers), as the ancestors of the Somalis were referred to by medieval Arab and ancient Greek geographers, respectively.[41][42][43] This is also seen when Ibn Batuta visited Mogadishu, he mentions that the Sultan at that time, "Abu Bakr ibn Shaikh Omar", was a Berber (Somali). According to scholars, Abu al-Barakat Yusuf al-Barbari was Yusuf bin Ahmad al-Kawneyn, a famous native Somali scholar[44] known for establishing the Walashma dynasty of the Horn of Africa.[45] After his conversion of the population of Dogor (now known as Aw Barkhadle), a town in Somalia, he is also credited to have been responsible for spreading Islam in the Maldivian islands, establishing the Hukuru Miskiy, and converting the Maldivian population to Islam.[46][47] Ibn Batuta states the Maldivian king was converted by Abu al-Barakat Yusuf al-Barbari (Blessed Father of Somalia).[48]
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Others have it he may have been from the Persian town of Tabriz.[49] The first reference to an Iranian origin dates to an 18th-century Persian text.[50]
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His venerated tomb now stands on the grounds of Medhu Ziyaaraiy, across the street from the Friday Mosque, or Hukuru Miskiy, in Malé. Built in 1656, this is the oldest mosque in Maldives. Following the Islamic concept that before Islam there was the time of Jahiliya (ignorance), in the history books used by Maldivians the introduction of Islam at the end of the 12th century is considered the cornerstone of the country's history.
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Compared to the other areas of South Asia, the conversion of the Maldives to Islam happened relatively late. Arab traders had converted populations in the Malabar Coast since the 7th century, and Muhammad Bin Qāsim had converted large swathes of Sindh to Islam at about the same time. The Maldives remained a Buddhist kingdom for another 500 years after the conversion of Malabar Coast and Sindh—perhaps as the southwesternmost Buddhist country. Arabic became the prime language of administration (instead of Persian and Urdu), and the Maliki school of jurisprudence was introduced, both hinting at direct contacts with the core of the Arab world.
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Middle Eastern seafarers had just begun to take over the Indian Ocean trade routes in the 10th century and found Maldives to be an important link in those routes as the first landfall for traders from Basra sailing to Southeast Asia. Trade involved mainly cowrie shells—widely used as a form of currency throughout Asia and parts of the East African coast—and coir fiber. The Bengal Sultanate, where cowrie shells were used as legal tender, was one of the principal trading partners of the Maldives. The Bengal–Maldives cowry shell trade was the largest shell currency trade network in history.[51]
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The other essential product of the Maldives was coir, the fibre of the dried coconut husk, resistant to saltwater. It stitched together and rigged the dhows that plied the Indian Ocean. Maldivian coir was exported to Sindh, China, Yemen, and the Persian Gulf.
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In 1558 the Portuguese established a small garrison with a Viador (Viyazoru), or overseer of a factory (trading post) in the Maldives, which they administered from their main colony in Goa. Their attempts to impose Christianity provoked a local revolt led by Muhammad Thakurufaanu al-A'uẓam and his two brothers, that fifteen years later drove the Portuguese out of Maldives. This event is now commemorated as National Day.
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In the mid-17th century, the Dutch, who had replaced the Portuguese as the dominant power in Ceylon, established hegemony over Maldivian affairs without involving themselves directly in local matters, which were governed according to centuries-old Islamic customs.
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The British expelled the Dutch from Ceylon in 1796 and included Maldives as a British protected area. The status of Maldives as a British protectorate was officially recorded in an 1887 agreement in which the sultan accepted British influence over Maldivian external relations and defence while retaining home rule, which continued to be regulated by Muslim traditional institutions in exchange for an annual tribute. The status of the islands was akin to other British protectorates in the Indian Ocean region, including Zanzibar and the Trucial States.
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In the British period, the Sultan's powers were taken over by the Chief Minister, much to the chagrin of the British Governor-General who continued to deal with the ineffectual Sultan. Consequently, Britain encouraged the development of a constitutional monarchy, and the first Constitution was proclaimed in 1932. However, the new arrangements favoured neither the aging Sultan nor the wily Chief Minister, but rather a young crop of British-educated reformists. As a result, angry mobs were instigated against the Constitution which was publicly torn up.
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Maldives remained a British crown protectorate until 1953 when the sultanate was suspended and the First Republic was declared under the short-lived presidency of Muhammad Amin Didi. While serving as prime minister during the 1940s, Didi nationalized the fish export industry. As president, he is remembered as a reformer of the education system and a promoter of women's rights. Conservatives in Malé eventually ousted his government, and during a riot over food shortages, Didi was beaten by a mob and died on a nearby island.
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Beginning in the 1950s, the political history in Maldives was largely influenced by the British military presence in the islands. In 1954 the restoration of the sultanate perpetuated the rule of the past. Two years later, the United Kingdom obtained permission to reestablish its wartime RAF Gan airfield in the southernmost Addu Atoll, employing hundreds of locals. In 1957, however, the new prime minister, Ibrahim Nasir, called for a review of the agreement. Nasir was challenged in 1959 by a local secessionist movement in the three southernmost atolls that benefited economically from the British presence on Gan. This group cut ties with the Maldives government and formed an independent state, the United Suvadive Republic with Abdullah Afif as president and Hithadhoo as capital. One year later the Suvadive republic was scrapped after Nasir sent gunboats from Malé with government police, and Abdulla Afif went into exile. Meanwhile, in 1960 the Maldives had allowed the United Kingdom to continue to use both the Gan and the Hitaddu facilities for a thirty-year period, with the payment of £750,000 over the period of 1960 to 1965 for the purpose of Maldives' economic development. The base was closed in 1976 as part of the larger British withdrawal of permanently-stationed forces 'East of Suez'.[53]
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In line with the broader British policy of decolonisation, on 26 July 1965 an agreement was signed on behalf of the Sultan by Ibrahim Nasir Rannabandeyri Kilegefan, Prime Minister, and on behalf of the British government by Sir Michael Walker, British Ambassador-designate to the Maldive Islands, which ended the British responsibility for the defence and external affairs of the Maldives. The islands thus achieved full political independence, with the ceremony taking place at the British High Commissioner's Residence in Colombo. After this, the sultanate continued for another three years under Sir Muhammad Fareed Didi, who declared himself King upon independence.
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On 15 November 1967, a vote was taken in parliament to decide whether the Maldives should continue as a constitutional monarchy or become a republic. Of the 44 members of parliament, 40 voted in favour of a republic. On 15 March 1968, a national referendum was held on the question, and 93.34% of those taking part voted in favour of establishing a republic. The republic was declared on 11 November 1968, thus ending the 853-year-old monarchy, which was replaced by a republic under the presidency of Ibrahim Nasir. As the King had held little real power, this was seen as a cosmetic change and required few alterations in the structures of government.
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Tourism began to be developed on the archipelago by the beginning of the 1970s. The first resort in the Maldives was Kurumba Maldives which welcomed the first guests on 3 October 1972. The first accurate census was held in December 1977 and showed 142,832 people living in the Maldives.[54]
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Political infighting during the 1970s between Nasir's faction and other political figures led to the 1975 arrest and exile of elected prime minister Ahmed Zaki to a remote atoll. Economic decline followed the closure of the British airfield at Gan and the collapse of the market for dried fish, an important export. With support for his administration faltering, Nasir fled to Singapore in 1978, with millions of dollars from the treasury.
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Maumoon Abdul Gayoom began his 30-year role as president in 1978, winning six consecutive elections without opposition. His election was seen as ushering in a period of political stability and economic development in view of Maumoon's priority to develop the poorer islands. Tourism flourished and increased foreign contact spurred development. However, Maumoon's rule was controversial, with some critics saying Maumoon was an autocrat who quelled dissent by limiting freedoms and political favouritism.[55]
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A series of coup attempts (in 1980, 1983, and 1988) by Nasir supporters and business interests tried to topple the government without success. While the first two attempts met with little success, the 1988 coup attempt involved a roughly 80 strong mercenary force of the PLOTE who seized the airport and caused Maumoon to flee from house to house until the intervention of 1,600 Indian troops airlifted into Malé restored order.
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A November 1988 coup was headed by Muhammadu Ibrahim Lutfee, a businessman. On the night of 3 November 1988, the Indian Air Force airlifted a parachute battalion group from Agra and flew them over 2,000 kilometres (1,200 mi) to the Maldives. The Indian paratroopers landed at Hulhulé and secured the airfield and restored the government rule at Malé within hours. The brief operation, labelled Operation Cactus, also involved the Indian Navy.
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On 26 December 2004, following the 2004 Indian Ocean earthquake, the Maldives were devastated by a tsunami. Only nine islands were reported to have escaped any flooding,[56][57] while fifty-seven islands faced serious damage to critical infrastructure, fourteen islands had to be totally evacuated, and six islands were destroyed. A further twenty-one resort islands were forced to close because of tsunami damage. The total damage was estimated at more than US$400 million, or some 62% of the GDP.[58][59] 102 Maldivians and 6 foreigners reportedly died in the tsunami.[55] The destructive impact of the waves on the low-lying islands was mitigated by the fact there was no continental shelf or land mass upon which the waves could gain height. The tallest waves were reported to be 14 feet (4.3 m) high.[60]
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During the later part of Maumoon's rule, independent political movements emerged in Maldives, which challenged the then-ruling Dhivehi Rayyithunge Party (Maldivian People's Party, MPP) and demanded democratic reform. The dissident journalist and activist Mohamed Nasheed founded the Maldivian Democratic Party (MDP) in 2003 and pressured Maumoon into allowing gradual political reforms.[61] In 2008 a new constitution was approved and the first direct presidential elections occurred, which were won by Nasheed in the second round. His administration faced many challenges, including the huge debt left by the previous government, the economic downturn following the 2004 tsunami, overspending by means of overprinting of local currency (the rufiyaa), unemployment, corruption, and increasing drug use.[62][unreliable source?] Taxation on goods was imposed for the first time in the country, and import duties were reduced in many goods and services. Social welfare benefits were given to those aged 65 years or older, single parents, and those with special needs.[55]
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Social and political unrest grew in late 2011, following opposition campaigns in the name of protecting Islam. Nasheed controversially resigned from office after large number of police and army mutinied in February 2012. Nasheed's vice president, Mohammed Waheed Hassan, was sworn in as president.[63]
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Nasheed was later arrested,[64] convicted of terrorism, and sentenced to 13 years. The trial was widely seen as flawed and political. The UN Working Group on Arbitrary Detention called for Nasheed's immediate release.[65]
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The elections in late 2013 were highly contested. Former president Nasheed won the most votes in the first round, but the Supreme Court annulled it despite the positive assessment of international election observers. In the re-run vote Abdulla Yameen, half-brother of the former president Maumoon, assumed the presidency.[61] Yameen introduced increased engagement with China, and promoted a policy of connecting Islam with anti-Western rhetoric.[61] Yameen survived an assassination attempt in late 2015.[66] Vice president Ahmed Adeeb was later arrested together with 17 supporters for "public order offences" and the government instituted a broader crackdown against political dissent. A state of emergency was later declared ahead of a planned anti-government rally,[67] and the people's Majlis accelerated the removal of Adeeb.[68][69]
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In the 2018 elections Ibrahim Mohamed Solih won the most votes, and became President.
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Adeeb was freed by courts in Male in July 2019 after his conviction on charges of terrorism and corruption was overruled, but was placed under a travel ban after the state prosecutor appealed the order in a corruption and money laundering case. Adeeb escaped in a tugboat to seek asylum in India. It is understood that the Indian Coast Guard escorted the tugboat to the International Maritime Boundary Line (IMBL) and he was then “transferred” to a Maldivian Coast Guard ship, where officials took him into custody.[70]
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The Maldives consists of 1,192 coral islands grouped in a double chain of 26 atolls, that stretch along a length of 871 kilometers north-south direction, spread over roughly 90,000 square kilometres (35,000 sq mi), of which only 298 square kilometers is dry land, making this one of the world's most dispersed countries. It lies between latitudes 1°S and 8°N, and longitudes 72° and 74°E. The atolls are composed of live coral reefs and sand bars, situated atop a submarine ridge 960 kilometres (600 mi) long that rises abruptly from the depths of the Indian Ocean and runs north to south.
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Only near the southern end of this natural coral barricade do two open passages permit safe ship navigation from one side of the Indian Ocean to the other through the territorial waters of Maldives. For administrative purposes, the Maldivian government organised these atolls into 21 administrative divisions. The largest island of Maldives is that of Gan, which belongs to Laamu Atoll or Hahdhummathi Maldives. In Addu Atoll, the westernmost islands are connected by roads over the reef (collectively called Link Road) and the total length of the road is 14 km (9 mi).
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Maldives is the lowest country in the world, with maximum and average natural ground levels of only 2.4 metres (7 ft 10 in) and 1.5 metres (4 ft 11 in) above sea level, respectively. In areas where construction exists, however, this has been increased to several metres. More than 80 per cent of the country's land is composed of coral islands which rise less than one metre above sea level.[71] As a result, the Maldives are at high risk of being submerged due to rising sea levels. The UN's environmental panel has warned that, at current rates, sea-level rise would be high enough to make the Maldives uninhabitable by 2100.[72][73]
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The Maldives has a tropical monsoon climate (Am) under the Köppen climate classification, which is affected by the large landmass of South Asia to the north. Because the Maldives has the lowest elevation of any country in the world, the temperature is constantly hot and often humid. The presence of this landmass causes differential heating of land and water. These factors set off a rush of moisture-rich air from the Indian Ocean over South Asia, resulting in the southwest monsoon. Two seasons dominate Maldives' weather: the dry season associated with the winter northeastern monsoon and the rainy season associated with the southwest monsoon which brings strong winds and storms.
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The shift from the dry northeast monsoon to the moist southwest monsoon occurs during April and May. During this period, the southwest winds contribute to the formation of the southwest monsoon, which reaches Maldives at the beginning of June and lasts until the end of November. However, the weather patterns of Maldives do not always conform to the monsoon patterns of South Asia. The annual rainfall averages 254 centimetres (100 in) in the north and 381 centimetres (150 in) in the south.[74]
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The monsoonal influence is greater in the north of the Maldives than in the south, more influenced by the equatorial currents.
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The average high temperature is 31.5 degree Celsius and the average low temperature is 26.4 degree Celsius.
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The Intergovernmental Panel on Climate Change's 2007 report predicted the upper limit of the sea level rises will be 59 centimetres (23 in) by 2100, which means that most of the republic's 200 inhabited islands may need to be abandoned.[77] According to researchers from the University of Southampton, the Maldives are the third most endangered island nation due to flooding from climate change as a percentage of population.[78]
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Former president Mohamed Nasheed has been highly outspoken about this issue, saying in 2012 that "If carbon emissions continue at the rate they are climbing today, my country will be under water in seven years."[79] He has called for more climate change mitigation action while on the American television shows The Daily Show[80] and the Late Show with David Letterman,[79] and hosted "the world's first underwater cabinet meeting" in 2009 to raise awareness of the threats posed by climate change.[81][82] Concerns over sea level rise have also been expressed by Nasheed's predecessor, Maumoon Abdul Gayoom.[83]
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In 2008, Nasheed announced plans to look into purchasing new land in India, Sri Lanka, and Australia because of his concerns about global warming, and the possibility of much of the islands being inundated with water from rising sea levels. The purchase of land will be made from a fund generated by tourism. The president explained his intentions: "We do not want to leave the Maldives, but we also do not want to be climate refugees living in tents for decades".[84]
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By 2020,[needs update] Maldives plans to eliminate or offset all of its greenhouse gas emissions. At the 2009 International Climate Talks, Nasheed explained that:
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For us swearing off fossil fuels is not only the right thing to do, it is in our economic self-interest... Pioneering countries will free themselves from the unpredictable price of foreign oil; they will capitalise on the new green economy of the future, and they will enhance their moral standing giving them greater political influence on the world stage.[85]
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In 2020, a three-year study at the University of Plymouth found that as tides move sediment to create higher elevation, the islands, and also Tuvalu and Kiribati, may rise instead of sinking.[86]
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Environmental issues other than sea level rise include bad waste disposal and beach theft. Although the Maldives are kept relatively pristine and little litter can be found on the islands, no good waste disposal sites exist. Most trash from Malé and other resorts is simply dumped at Thilafushi.[87]
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31 protected areas are administered by the Ministry of Environment and Energy and Environmental Protection Agency (EPA) of the Maldives.[88]
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The Maldives have a range of different habitats including deep sea, shallow coast, and reef ecosystems, fringing mangroves, wetlands and dry land. There are 187 species of coral forming the coral reefs. This area of the Indian Ocean, alone, houses 1,100 species of fish, 5 species of sea turtle, 21 species of whale and dolphin, 400 species of mollusc, and 83 species of echinoderms. The area is also populated by a number of crustacean species: 120 copepods, 15 amphipods, as well as more than 145 crab and 48 shrimp species.[89]
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Among the many marine families represented are pufferfish, fusiliers, jackfish, lionfish, oriental sweetlips, reef sharks, groupers, eels, snappers, bannerfish, batfish, humphead wrasse, spotted eagle rays, scorpionfish, lobsters, nudibranches, angelfish, butterflyfish, squirrelfish, soldierfish, glassfish, surgeonfish, unicornfish, triggerfish, Napoleon wrasse, and barracuda.[90][91]
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These coral reefs are home to a variety of marine ecosystems that vary from planktonic organisms to whale sharks. Sponges have gained importance as five species have displayed anti-tumor and anti-cancer properties.[92]
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In 1998, sea-temperature warming of as much as 5 °C (9.0 °F) due to a single El Niño phenomenon event caused coral bleaching, killing two-thirds of the nation's coral reefs.[93]
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In an effort to induce the regrowth of the reefs, scientists placed electrified cones anywhere from 20–60 feet (6.1–18.3 m) below the surface to provide a substrate for larval coral attachment. In 2004, scientists witnessed corals regenerating. Corals began to eject pink-orange eggs and sperm. The growth of these electrified corals was five times faster than untreated corals.[93] Scientist Azeez Hakim stated:
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before 1998, we never thought that this reef would die. We had always taken for granted that these animals would be there, that this reef would be there forever. El Niño gave us a wake-up call that these things are not going to be there forever. Not only this, they also act as a natural barrier against the tropical storms, floods and tsunamis. Seaweeds grow on the skeletons of dead coral.
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Again, in 2016, the coral reefs of the Maldives experienced a severe bleaching incident. Up to 95% of coral around some islands have died, and, even after six months, 100% of young coral transplants died. The surface water temperatures reached an all-time high in 2016, at 31 degrees Celsius in May.[94]
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Recent scientific studies suggest that the faunistic composition can vary greatly between neighbour atolls, especially in terms of benthic fauna. Differences in terms of fishing pressure (including poaching) could be the cause.[95]
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Maldives is a presidential republic, with extensive influence of the president as head of government and head of state. The president heads the executive branch, and appoints the cabinet which is approved by the People's Majlis (Parliament). He leads the armed forces. There is no separation of powers. The current president as of 17 November 2018 is Ibrahim Mohamed Solih. Members of the unicameral Majlis serve five-year terms, with the total number of members determined by atoll populations. At the 2014 election, 77 members were elected. The People's Majlis, located in Malé, houses members from all over the country.[3]
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The republican constitution came into force in 1968, and was amended in 1970, 1972, and 1975. On 27 November 1997 it was replaced by another Constitution assented to by then-President Maumoon. This Constitution came into force on 1 January 1998. The current Constitution of Maldives was ratified by President Maumoon on 7 August 2008, and came into effect immediately, replacing and repealing the constitution of 1998. This new constitution includes a judiciary run by an independent commission, and independent commissions to oversee elections and fight corruption. It also reduces the executive powers vested under the president and strengthens the parliament. All state that the president is head of state, head of government and Commander-in-Chief of the armed forces of the Maldives.
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In 2018, the ruling Progressive Party of Maldives (PPM-Y)'s tensions with opposition parties and subsequent crackdown was termed as an "assault on democracy" by the UN Human Rights chief.[96]
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According to the Constitution of Maldives, "the judges are independent, and subject only to the Constitution and the law. When deciding matters on which the Constitution or the law is silent, judges must consider Islamic Shari'ah".
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Islam is the official religion of the Maldives and open practice of any other religion is forbidden.[97] The 2008 constitution says that the republic "is based on the principles of Islam" and that "no law contrary to any principle of Islam can be applied". Non-Muslims are prohibited from becoming citizens.[98]
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The requirement to adhere to a particular religion and prohibition of public worship following other religions is contrary to Article 18 of the Universal Declaration of Human Rights and Article 18 of the International Covenant on Civil and Political Rights to which Maldives has recently become party[99] and was addressed in Maldives' reservation in adhering to the Covenant claiming that "The application of the principles set out in Article 18 of the Covenant shall be without prejudice to the Constitution of the Republic of the Maldives."[100]
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A new penal code came into effect on July 16, 2015, replacing the 1968 law, the first modern, comprehensive penal code to incorporate the major tenets and principles of Islamic law.[101][102]
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Same-sex relations are illegal in the Maldives.[103]
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Since 1996, the Maldives has been the official progress monitor of the Indian Ocean Commission. In 2002, the Maldives began to express interest in the commission but as of 2008[update] had not applied for membership. Maldives' interest relates to its identity as a small island state, especially economic development and environmental preservation, and its desire for closer relations with France, a main actor in the IOC region.
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The Maldives is a founding member of the South Asian Association for Regional Cooperation (SAARC). The republic joined the Commonwealth in 1982, some 17 years after gaining independence from the United Kingdom. In October 2016, Maldives announced its withdrawal from the Commonwealth[104] in protest at allegations of human rights abuse and failing democracy.[105] The Maldives enjoys close ties with Commonwealth members Seychelles and Mauritius. The Maldives and Comoros are also both members of the Organisation of Islamic Cooperation. Following his election as president in 2018, Ibrahim Mohamed Solih and his Cabinet decided that the Maldives would apply to rejoin the Commonwealth,[106] with readmission occurring on 1 February 2020.[107]
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The Maldives National Defence Force is the combined security organisation responsible for defending the security and sovereignty of the Maldives, having the primary task of being responsible for attending to all internal and external security needs of the Maldives, including the protection of the Exclusive Economic Zone (EEZ) and the maintenance of peace and security. The MNDF component branches are the Coast Guard, Marine Corps, Special Forces, Service Corps, and the Corps of Engineers.
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As a water-bound nation, much of its security concerns lie at sea. Almost 99% of the country is covered by sea and the remaining 1% land is scattered over an area of 800 km (497 mi) × 120 km (75 mi), with the largest island being not more than 8 km2 (3 sq mi). Therefore, the duties assigned to the MNDF of maintaining surveillance over Maldives' waters and providing protection against foreign intruders poaching in the EEZ and territorial waters, are immense tasks from both logistical and economic viewpoints. In 2019, Maldives signed the UN treaty on the Prohibition of Nuclear Weapons.[108]
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The Coast Guard plays a vital role in carrying out these functions. To provide timely security its patrol boats are stationed at various MNDF Regional Headquarters. The Coast Guard is also assigned to respond to the maritime distress calls and to conduct search and rescue operations in a timely manner. Maritime pollution control exercises are conducted regularly on an annual basis for familiarisation and handling of such hazardous situations.
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Human rights in the Maldives is a contentious issue. In its 2011 Freedom in the World report, Freedom House declared the Maldives "Partly Free", claiming a reform process which had made headway in 2009 and 2010 had stalled.[109] The United States Bureau of Democracy, Human Rights and Labor claims in their 2012 report on human rights practices in the country that the most significant problems are corruption, lack of religious freedom, and abuse and unequal treatment of women.[110]
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The Maldives has twenty-six natural atolls and few island groups on isolated reefs, all of which have been divided into twenty-one administrative divisions (17 administrative atolls and cities of Malé, Addu, Fuvahmulah and Kulhudhuffushi).[111]
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Each atoll is administered by an elected Atoll Council. The islands are administered by an elected Island Council.
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In addition to a name, every administrative division is identified by the Maldivian code letters, such as "Haa Alif" for Thiladhunmati Uthuruburi (Thiladhunmathi North); and by a Latin code letter. The first corresponds to the geographical Maldivian name of the atoll; the second is a code adopted for convenience. As there are certain islands in different atolls that have the same name, for administrative purposes this code is quoted before the name of the island, for example: Baa Funadhoo, Kaafu Funadhoo, Gaafu-Alifu Funadhoo. Since most atolls have very long geographical names it is also used whenever the long name is inconvenient, for example in the atoll website names.[112]
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The introduction of code-letter names has been a source of much puzzlement and misunderstandings, especially among foreigners. Many people have come to think that the code-letter of the administrative atoll is its new name and that it has replaced its geographical name. Under such circumstances it is hard to know which is the correct name to use.[112]
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Historically, the Maldives provided enormous quantities of cowry shells, an international currency of the early ages. From the 2nd century AD, the islands were known as the 'Money Isles' by the Arabs.[113] Monetaria moneta were used for centuries as a currency in Africa, and huge amounts of Maldivian cowries were introduced into Africa by western nations during the period of slave trade.[114] The cowry is now the symbol of the Maldives Monetary Authority.
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In the early 1970s, the Maldives was one of the world's 20 poorest countries, with a population of 100,000. The economy at the time was largely dependent on fisheries and trading local goods such as coir rope, ambergris (Maavaharu), and coco de mer (Tavakkaashi) with neighboring countries and East Asian countries.
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The Maldivian government began a largely successful economic reform programme in the 1980s, initiated by lifting import quotas and giving more opportunities to the private sector. At the time tourism sector which would play a significant role in the nation's development was at its infant stage.
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Agriculture and manufacturing continue to play lesser roles in the economy, constrained by the limited availability of cultivable land and the shortage of domestic labour.
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The Maldives remained largely unknown to tourists until the early 1970s. Only 189 islands are home to its 447,137 inhabitants.[115] The other islands are used entirely for economic purposes, of which tourism and agriculture are the most dominant. Tourism accounts for 28% of the GDP and more than 60% of the Maldives' foreign exchange receipts. Over 90% of government tax revenue comes from import duties and tourism-related taxes.
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The development of tourism fostered the overall growth of the country's economy. It created direct and indirect employment and income generation opportunities in other related industries. The first tourist resorts were opened in 1972 with Bandos Island Resort and Kurumba Village (the current name is Kurumba Maldives),[116] which transformed the Maldives economy.
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According to the Ministry of Tourism, the emergence of tourism in 1972 transformed the economy, moving rapidly from dependence on fisheries to tourism. In just three and a half decades, the industry became the main source of income. Tourism was also the country's biggest foreign currency earner and the single largest contributor to the GDP. As of 2008[update], 89 resorts in the Maldives offered over 17,000 beds and hosted over 600,000 tourists annually.[117] In 2019 over 1.7 million visitors came to the islands.[118]
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The number of resorts increased from 2 to 92 between 1972 and 2007. As of 2007[update], over 8,380,000 tourists had visited Maldives.[119]
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The country has six heritage Maldivian coral mosques listed as UNESCO tentative sites.[120]
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Visitors to the Maldives do not need to apply for a visa pre-arrival, regardless of their country of origin, provided they have a valid passport, proof of onward travel, and the money to be self-sufficient while in the country.[121]
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Most visitors arrive at Velana International Airport, on Hulhulé Island, adjacent to the capital Malé. The airport is served by flights to and from India, Sri Lanka, Doha, Dubai, Singapore, Istanbul, and major airports in South-East Asia, as well as charters from Europe. Gan Airport, on the southern atoll of Addu, also serves an international flight to Milan several times a week. British Airways offers direct flights to the Maldives around 2–3 times per week.[citation needed]
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For many centuries the Maldivian economy was entirely dependent on fishing and other marine products. Fishing remains the main occupation of the people and the government gives priority to the fisheries sector.
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The mechanisation of the traditional fishing boat called dhoni in 1974 was a major milestone in the development of the fisheries industry. A fish canning plant was installed on Felivaru in 1977, as a joint venture with a Japanese firm. In 1979, a Fisheries Advisory Board was set up with the mandate of advising the government on policy guidelines for the overall development of the fisheries sector. Manpower development programmes began in the early 1980s, and fisheries education was incorporated into the school curriculum. Fish aggregating devices and navigational aids were located at various strategic points. Moreover, the opening up of the exclusive economic zone (EEZ) of the Maldives for fisheries has further enhanced the growth of the fisheries sector.
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As of 2010[update], fisheries contributed over 15% of the country's GDP and engaged about 30% of the country's workforce. Fisheries were also the second-largest foreign exchange earner after tourism.
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The largest ethnic group is Dhivehin, i.e. the Maldivians, native to the historic region of the Maldive Islands comprising today's Republic of Maldives and the island of Minicoy in Union territory of Lakshadweep, India. They share the same culture and speak the Dhivehi language. They are principally an Indo-Aryan people, having traces of Middle Eastern, South Asian, Austronesian and African genes in the population.
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In the past, there was also a small Tamil population known as the Giraavaru people. This group have now been almost completely absorbed into the larger Maldivian society but were once native to the island of Giraavaru (Kaafu Atoll).[citation needed] This island was evacuated in 1968 due to heavy erosion of the island.
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Some social stratification exists on the islands. It is not rigid, since rank is based on varied factors, including occupation, wealth, Islamic virtue, and family ties. Instead of a complex caste system, there was merely a distinction between noble (bēfulhu) and common people in the Maldives. Members of the social elite are concentrated in Malé.
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The population doubled by 1978, and the population growth rate peaked at 3.4% in 1985. At the 2006 census, the population had reached 298,968,[123] although the census in 2000 showed that the population growth rate had declined to 1.9%. Life expectancy at birth stood at 46 years in 1978, and later rose to 72. Infant mortality has declined from 12.7% in 1977 to 1.2% today, and adult literacy reached 99%. Combined school enrolment reached the high 90s. The population was projected to have reached 317,280 in 2010.[124]
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The 2014 Population and Housing Census listed the total population in Maldives as 437,535: 339,761 resident Maldivians and 97,774 resident foreigners, approximately 16% of the total population. However, it is believed that foreigners have been undercounted.[8][125] As of May 2020[update] there are 177,585 expatriate workers, out of which 63,000 are estimated to be undocumented in the Maldives: 3,045 Chinese, 3,544 Nepalese, 14,311 Sri Lankans, 24,379 Indians, and 112,158 Bangladeshis, making them the largest group of foreigners working in the country.[126][127] Other immigrants include Filipinos in the Maldives as well as various Western foreign workers.
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After the long Buddhist period of Maldivian history,[128] Muslim traders introduced Islam. Maldivians converted to Islam by the mid-12th century. The islands have had a long history of Sufic orders, as can be seen in the history of the country such as the building of tombs. They were used until as recently as the 1980s for seeking the help of buried saints. They can be seen next to some old mosques and are considered a part of Maldives's cultural heritage.
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Other aspects of tassawuf, such as ritualised dhikr ceremonies called Maulūdu (Mawlid)—the liturgy of which included recitations and certain supplications in a melodic tone—existed until very recent times. These Maulūdu festivals were held in ornate tents specially built for the occasion. At present Islam is the official religion of the entire population, as adherence to it is required for citizenship.
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According to Moroccan traveller Ibn Battuta, the person responsible for this conversion was a Sunni Muslim visitor named Abu al-Barakat Yusuf al-Barbari, sailing from Morocco. He is also referred to as Tabrizugefaanu. His venerated tomb now stands on the grounds of Medhu Ziyaaraiy, across the street from the Friday Mosque, or Hukuru Miskiy, in Malé. Built in 1656, this is the country's oldest mosque.
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The official and common language is Dhivehi, an Indo-Aryan language closely related to the Sinhala language of Sri Lanka. The first known script used to write Dhivehi is the eveyla akuru script, which is found in historical recording of kings (raadhavalhi). Later a script called dhives akuru was used for a long period. The present-day script is called Thaana and is written from right to left. Thaana is said to have been introduced by the reign of Mohamed Thakurufaanu.
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English is widely spoken by the locals of the Maldives.[129] Following the nation's opening to the outside world, the introduction of English as a medium of instruction at secondary and tertiary level of education, and its government's recognition of the opportunities offered through tourism, English has now firmly established itself in the country. As such, the Maldives are quite similar to the countries in the Gulf region (cf. Randall & Samimi, 2010; Boyle, 2012). The nation is undergoing vast societal change, and English is part of this.[130]
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The culture of the Maldives is influenced by the cultures of the people of different ethnicities who have settled on the islands throughout the times.
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Since the 12th century AD, there were also influences from Arabia in the language and culture of the Maldives because of the conversion to Islam and its location as a crossroads in the central Indian Ocean. This was due to the long trading history between the far east and the middle east.
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Reflective of this is the fact that the Maldives has had the highest national divorce rate in the world for many decades. This, it is hypothesised, is due to a combination of liberal Islamic rules about divorce and the relatively loose marital bonds that have been identified as common in non- and semi-sedentary peoples without a history of fully developed agrarian property and kinship relations.[131]
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Velana International Airport is the principal gateway to the Maldives; it is near the capital city Malé and is surrounded by water. International travel is available on government-owned Island Aviation Services (branded as Maldivian), which operates to nearly all Maldives domestic airports with several Bombardier Dash 8 aircraft, and one A320 with international service to India, Bangladesh, China, and Thailand.
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In Maldives, there are three main ways to travel between islands: by domestic flight, by seaplane, or by boat.[132] For several years there were two seaplane companies operating: TMA (Trans Maldivian Airways) and Maldivian Air Taxi, but these merged in 2013 under the name TMA. The seaplane fleet is entirely made up of DHC-6 Twin Otters. There is also another airline, Flyme, which operates using ATR planes to domestic airports, principally Maamigili, Dharavandhoo and some others. Manta Air begins its first scheduled seaplane service. Its seaplane fleet is made up of DHC-6 Twin Otter aircraft. In addition to the seaplane service, Manta Air utilizes ATR 72-600 aircraft to operate domestic flights to Dhaalu Airport, Dharavandhoo Airport and Kooddoo Airport from the main Velana International Airport.[133] Depending on the distance of the destination island from the airport, resorts organise speedboat transfers or seaplane flights directly to the resort island jetty for their guests. Several daily flights operate from Velana International Airport to the 12 domestic and international airports in the country. Scheduled ferries also operate from Malé to many of the atolls. The traditional Maldivian boat is called a dhoni. Speedboats and seaplanes tend to be more expensive, while travel by dhoni, although slower, is relatively cheaper and convenient.
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The Maldives National University is one of the country's three institutions of higher education. Its mission statement is as follows:
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To create, discover, preserve and disseminate knowledge that is necessary to enhance the lives and livelihoods of people and essential for the cultural, social and economic development of the society so that this nation shall remain free and Islamic forever.[134]
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In 1973, the Allied Health Services Training Centre (the forerunner of the Faculty of Health Sciences) was established by the Ministry of Health. The Vocational Training Centre was established in 1974, providing training for mechanical and electrical trades. In 1984, the Institute for Teacher Education was created and the School of Hotel and Catering Services was established in 1987 to provide trained personnel for the tourist industry. In 1991, the Institute of Management and Administration was created to train staff for public and private services. In 1998, the Maldives College of Higher Education was founded. The Institute of Shar'ah and Law was founded in January 1999. In 2000 the college launched its first-degree programme, Bachelor of Arts. On 17 January 2011 the Maldives National University Act was passed by the President of the Maldives; The Maldives National University was named on 15 February 2011.[134]
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Portuguese India
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Portuguese Macau
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15th century [Atlantic islands]
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16th century [Canada]
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16th century
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17th century
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18th century
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19th century
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Coordinates: 3°12′N 73°13′E / 3.20°N 73.22°E / 3.20; 73.22
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1 |
+
Coordinates: 25°04′S 130°06′W / 25.067°S 130.100°W / -25.067; -130.100
|
2 |
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|
3 |
+
The Pitcairn Islands (/ˈpɪtkɛərn/;[4] Pitkern: Pitkern Ailen), officially the Pitcairn, Henderson, Ducie and Oeno Islands,[5][6][7][8] are a group of four volcanic islands in the southern Pacific Ocean that form the sole British Overseas Territory in the Pacific Ocean. The four islands—Pitcairn proper, Henderson, Ducie and Oeno—are scattered across several hundred miles of ocean and have a combined land area of about 18 square miles (47 km2). Henderson Island accounts for 86% of the land area, but only Pitcairn Island is inhabited. The nearest places are Mangareva (of French Polynesia) to the west and Easter Island to the east.
|
4 |
+
|
5 |
+
Pitcairn is the least populous national jurisdiction in the world.[9] The Pitcairn Islanders are a biracial ethnic group descended mostly from nine Bounty mutineers and a handful of Tahitian captives, an event that has been retold in many books and films. This history is still apparent in the surnames of many of the islanders. As of 2014, there were approximately 50 permanent inhabitants, originating from four main families.[10]
|
6 |
+
|
7 |
+
The earliest known settlers of the Pitcairn Islands were Polynesians who appear to have lived on Pitcairn and Henderson, and on Mangareva Island 540 kilometres (340 mi) to the northwest, for several centuries. They traded goods and formed social ties among the three islands despite the long canoe voyages between them, which helped the small populations on each island survive despite their limited resources. Eventually, important natural resources were exhausted, inter-island trade broke down and a period of civil war began on Mangareva, causing the small human populations on Henderson and Pitcairn to be cut off and eventually become extinct.
|
8 |
+
|
9 |
+
Although archaeologists believe that Polynesians were living on Pitcairn as late as the 15th century,[citation needed] the islands were uninhabited when they were rediscovered by Europeans.[11]
|
10 |
+
|
11 |
+
Ducie and Henderson Islands were discovered by Portuguese sailor Pedro Fernandes de Queirós, sailing for the Spanish Crown, who arrived on 26 January 1606. He named them La Encarnación ("The Incarnation") and San Juan Bautista ("Saint John the Baptist"), respectively. However, some sources express doubt about exactly which of the islands were visited and named by Queirós, suggesting that La Encarnación may actually have been Henderson Island, and San Juan Bautista may have been Pitcairn Island.[12]
|
12 |
+
|
13 |
+
Pitcairn Island was sighted on 3 July 1767 by the crew of the British sloop HMS Swallow,[contradictory] commanded by Captain Philip Carteret. The island was named after midshipman Robert Pitcairn, a fifteen-year-old crew member who was the first to sight the island. Robert Pitcairn was a son of British Marine Major John Pitcairn, who later was killed at the 1775 Battle of Bunker Hill in the American War of Independence.
|
14 |
+
|
15 |
+
Carteret, who sailed without the newly-invented marine chronometer, charted the island at 25°02′S 133°21′W / 25.033°S 133.350°W / -25.033; -133.350, and although the latitude was reasonably accurate, his recorded longitude was incorrect by about 3°, putting his coordinates 330 km (210 mi) to the west of the actual island. This made Pitcairn difficult to find, as highlighted by the failure of captain James Cook to locate the island in July 1773.[13][14]
|
16 |
+
|
17 |
+
In 1790, nine of the mutineers from the Bounty, along with the native Tahitian men and women who were with them (six men, eleven women, and a baby girl), settled on Pitcairn Island and set fire to the Bounty. The inhabitants of the island were well aware of the Bounty's location, which is still visible underwater in Bounty Bay, but the wreckage gained significant attention in 1957 when documented by National Geographic explorer Luis Marden. Although the settlers survived by farming and fishing, the initial period of settlement was marked by serious tensions among them. Alcoholism, murder, disease and other ills took the lives of most mutineers and Tahitian men. John Adams and Ned Young turned to the scriptures, using the ship's Bible as their guide for a new and peaceful society. Young eventually died of an asthmatic infection.
|
18 |
+
|
19 |
+
Ducie Island was rediscovered in 1791 by Royal Navy captain Edwards aboard HMS Pandora, while searching for the Bounty mutineers. He named it after Francis Reynolds-Moreton, 3rd Baron Ducie, also a captain in the Royal Navy.
|
20 |
+
|
21 |
+
The Pitcairn islanders reported it was not until 27 December 1795 that the first ship since the Bounty was seen from the island, but it did not approach the land and they could not make out the nationality. A second ship appeared in 1801, but made no attempt to communicate with them. A third came sufficiently near to see their house, but did not try to send a boat on shore. Finally, the American sealing ship Topaz, under Mayhew Folger, became the first to visit the island, when the crew spent 10 hours on Pitcairn in February 1808. Whalers subsequently became regular visitors to the island. The last recorded whaler to visit was the James Arnold in 1888.[15]
|
22 |
+
|
23 |
+
A report of Folger's discovery was forwarded to the Admiralty, mentioning the mutineers and giving a more precise location of the island: 25°02′S 130°00′W / 25.033°S 130.000°W / -25.033; -130.000.[16] However, this was not known to Sir Thomas Staines, who commanded a Royal Navy flotilla of two ships, HMS Briton and HMS Tagus, which found the island at 25°04′S 130°25′W / 25.067°S 130.417°W / -25.067; -130.417 (by meridian observation) on 17 September 1814. Staines sent a party ashore and wrote a detailed report for the Admiralty.[17][18][19][20] By that time, only one mutineer, John Adams, remained alive. He was granted amnesty for his part in the mutiny.[17]
|
24 |
+
|
25 |
+
Henderson Island was rediscovered on 17 January 1819 by British Captain James Henderson of the British East India Company ship Hercules. Captain Henry King, sailing on Elizabeth, landed on 2 March to find the king's colours already flying. His crew scratched the name of their ship into a tree. Oeno Island was discovered on 26 January 1824 by American captain George Worth aboard the whaler Oeno.
|
26 |
+
|
27 |
+
In 1832 a Church Missionary Society missionary, Joshua Hill, arrived. He reported that by March 1833, he had founded a Temperance Society to combat drunkenness, a "Maundy Thursday Society", a monthly prayer meeting, a juvenile society, a Peace Society and a school.[21]
|
28 |
+
|
29 |
+
Traditionally, Pitcairn Islanders consider that their islands "officially" became a British colony on 30 November 1838, at the same time becoming one of the first territories to extend voting rights to women. By the mid-1850s, the Pitcairn community was outgrowing the island; its leaders appealed to the British government for assistance, and were offered Norfolk Island. On 3 May 1856, the entire population of 193 people set sail for Norfolk on board the Morayshire, arriving on 8 June after a difficult five-week trip. However, just eighteen months later, seventeen of the Pitcairn Islanders returned to their home island, and another 27 followed five years later.[17]
|
30 |
+
|
31 |
+
HMS Thetis visited Pitcairn Island on 18 April 1881 and "found the people very happy and contented, and in perfect health". At that time the population was 96, an increase of six since the visit of Admiral de Horsey in September 1878. Stores had recently been delivered from friends in England, including two whale-boats and Portland cement, which was used to make the reservoir watertight. HMS Thetis gave the islanders 200 lb (91 kg) of biscuits, 100 lb (45 kg) of candles, and 100 lb of soap and clothing to the value of £31, donated by the ship's company. An American trading ship called Venus had recently bestowed a supply of cotton seed, to provide the islanders with a crop for future trade.[22]
|
32 |
+
|
33 |
+
In 1886, the Seventh-day Adventist layman John Tay visited Pitcairn and persuaded most of the islanders to accept his faith. He returned in 1890 on the missionary schooner Pitcairn with an ordained minister to perform baptisms. Since then, the majority of Pitcairn Islanders have been Adventists.[23]
|
34 |
+
|
35 |
+
The islands of Henderson, Oeno and Ducie were annexed by Britain in 1902: Henderson on 1 July, Oeno on 10 July, and Ducie on 19 December.[24] In 1938, the three islands, along with Pitcairn, were incorporated into a single administrative unit called the "Pitcairn Group of Islands".
|
36 |
+
|
37 |
+
The population peaked at 233 in 1937.[25] It has since decreased owing to emigration, primarily to Australia and New Zealand.[26]
|
38 |
+
|
39 |
+
In 2004, charges were laid against seven men living on Pitcairn and six living abroad. This accounted for nearly a third of the male population. After extensive trials, most of the men were convicted, some with multiple counts of sexual encounters with children.[27] On 25 October 2004, six men were convicted, including Steve Christian, the island's mayor at the time.[28][29][30] In 2004, the islanders had about 20 firearms among them, which they surrendered ahead of the sexual assault trials.[31] After the six men lost their final appeal, the British government set up a prison on the island at Bob's Valley.[32][33] The men began serving their sentences in late 2006. By 2010, all had served their sentences or been granted home detention status.[34]
|
40 |
+
|
41 |
+
In 2010, Pitcairn mayor Mike Warren faced 25 charges of possessing images and videos of child pornography on his computer.[35][36] In 2016 Warren was found guilty of downloading more than 1,000 images and videos of child sexual abuse. Warren began downloading the images some time after the 2004 sexual assault convictions. During the time he downloaded the images, he was working in child protection. Warren was convicted in 2016 of engaging in a "sex chat" with someone he believed was a 15-year-old girl, and sentenced to 20 months imprisonment.[37] In 2018, Her Majesty's Most Honourable Privy Council refused a bid for appeal, saying that Warren's attempt to appeal using constitutional grounds was an abuse of process.[38]
|
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+
|
43 |
+
The Pitcairn Islands form the southeasternmost extension of the geological archipelago of the Tuamotus of French Polynesia, and consist of four islands: Pitcairn Island, Oeno Island (atoll with five islets, one of which is Sandy Island), Henderson Island and Ducie Island (atoll with four islets).
|
44 |
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|
45 |
+
The Pitcairn Islands were formed by a centre of upwelling magma called the Pitcairn hotspot.
|
46 |
+
|
47 |
+
The only permanently inhabited island, Pitcairn, is accessible only by boat through Bounty Bay. Henderson Island, covering about 86% of the territory's total land area and supporting a rich variety of animals in its nearly inaccessible interior, is also capable of supporting a small human population despite its scarce fresh water, but access is difficult, owing to its outer shores being steep limestone cliffs covered by sharp coral. In 1988, this island was designated as a UNESCO World Heritage site.[39] The other islands are at a distance of more than 100 km (62 mi) and are not habitable.
|
48 |
+
|
49 |
+
† Includes reef flat and lagoon of the atolls.
|
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|
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+
View from the east side of the Pitcairn Islands
|
52 |
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|
53 |
+
Satellite photo of the Pitcairn Islands
|
54 |
+
|
55 |
+
Map of the Pitcairn Islands
|
56 |
+
|
57 |
+
View of Bounty Bay
|
58 |
+
|
59 |
+
Pitcairn is located just south of the Tropic of Capricorn and experiences year-round warm weather, with wet summers and drier winters. The rainy season (summer) is from November through to March, when temperatures average 25 to 35 °C (77 to 95 °F) and humidity can exceed 95%. Temperatures in the winter range from 17 to 25 °C (63 to 77 °F).[26]
|
60 |
+
|
61 |
+
About nine plant species are thought to occur only on Pitcairn. These include tapau, formerly an important timber resource, and the giant nehe fern. Some, such as red berry (Coprosma rapensis var. Benefica), are perilously close to extinction.[40] The plant species Glochidion pitcairnense is endemic to Pitcairn and Henderson Islands.[41]
|
62 |
+
|
63 |
+
Between 1937 and 1951, Irving Johnson, skipper of the 29-metre (96 ft) brigantine Yankee Five, introduced five Galápagos giant tortoises to Pitcairn. Turpen, also known as Mr Turpen, or Mr. T, is the sole survivor. Turpen usually lives at Tedside by Western Harbour. A protection order makes it an offence should anyone kill, injure, capture, maim, or cause harm or distress to the tortoise.[42]
|
64 |
+
|
65 |
+
The birds of Pitcairn fall into several groups. These include seabirds, wading birds and a small number of resident land-bird species. Of 20 breeding species, Henderson Island has 16, including the unique flightless Henderson crake; Oeno hosts 12; Ducie 13 and Pitcairn six species. Birds breeding on Pitcairn include the fairy tern, common noddy and red-tailed tropicbird. The Pitcairn reed warbler, known by Pitcairners as a "sparrow", is endemic to Pitcairn Island; formerly common, it was added to the endangered species list in 2008.[43]
|
66 |
+
|
67 |
+
A small population of humpback whales (which has been poorly studied by scientists) migrate to the islands annually, to over-winter and breed.[44]
|
68 |
+
|
69 |
+
The four islands in the Pitcairn group have been identified by BirdLife International as separate Important Bird Areas (IBAs). Pitcairn Island is recognised because it is the only nesting site of the Pitcairn reed warbler. Henderson Island is important for its endemic land-birds as well as its breeding seabirds. Oeno's ornithological significance derives principally from its Murphy's petrel colony. Ducie is important for its colonies of Murphy's, herald and Kermadec petrels, and Christmas shearwaters.[45]
|
70 |
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|
71 |
+
In March 2015 the British government established one of the largest marine protected areas in the world around the Pitcairn Islands. The reserve covers the islands' entire exclusive economic zone—834,334 square kilometres (322,138 sq mi). The intention is to protect some of the world's most pristine ocean habitat from illegal fishing activities. A satellite "watchroom" dubbed Project Eyes on the Seas has been established by the Satellite Applications Catapult and the Pew Charitable Trusts at the Harwell Science and Innovation Campus in Harwell, Oxfordshire to monitor vessel activity and to gather the information needed to prosecute unauthorised trawling.[46][47][48][49]
|
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|
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+
In March 2019 the International Dark-Sky Association approved the Pitcairn Islands as a Dark Sky Sanctuary. The sanctuary encompasses all 4 islands in the Pitcairn Islands Group for a total land area of 43.25 km2.[50]
|
74 |
+
|
75 |
+
The Pitcairn Islands are a British overseas territory with a degree of local government. The Queen of the United Kingdom is represented by a Governor, who also holds office as British High Commissioner to New Zealand and is based in Wellington.[51]
|
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+
|
77 |
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The 2010 constitution gives authority for the islands to operate as a representative democracy, with the United Kingdom retaining responsibility for matters such as defence and foreign affairs. The Governor and the Island Council may enact laws for the "peace, order and good government" of Pitcairn. The Island Council customarily appoints a Mayor of Pitcairn as a day-to-day head of the local administration. There is a Commissioner, appointed by the Governor, who liaises between the Council and the Governor's office.
|
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|
79 |
+
Since 2015, same-sex marriage has been legal on Pitcairn Island, although there are no people on the island known to be in such a relationship.[52]
|
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|
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The Pitcairn Islands has the smallest population of any democracy in the world.
|
82 |
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|
83 |
+
The United Nations Committee on Decolonization includes the Pitcairn Islands on the United Nations list of Non-Self-Governing Territories.[53]
|
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|
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The Pitcairn Islands are an overseas territory of the United Kingdom; defence is the responsibility of the Ministry of Defence and Her Majesty's Armed Forces.[26]
|
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|
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The fertile soil of the Pitcairn valleys, such as Isaac's Valley on the gentle slopes southeast of Adamstown, produces a wide variety of fruits: including bananas (Pitkern: plun), papaya (paw paws), pineapples, mangoes, watermelons, cantaloupes, passionfruit, breadfruit, coconuts, avocadoes, and citrus (including mandarin oranges, grapefruit, lemons and limes). Vegetables include: sweet potatoes (kumura), carrots, sweet corn, tomatoes, taro, yams, peas, and beans. Arrowroot (Maranta arundinacea) and sugarcane are grown and harvested to produce arrowroot flour and molasses, respectively. Pitcairn Island is remarkably productive and its benign climate supports a wide range of tropical and temperate crops.[54] All land allocation for any use including agriculture is under the discretion of the government. If the government deems agricultural production excessive then it may tax the land. If the agricultural land has been deemed not up to the standards of the government it may confiscate and transfer the land without compensation.[55]
|
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|
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Fish are plentiful in the seas around Pitcairn. Spiny lobster and a large variety of fish are caught for meals and for trading aboard passing ships. Almost every day someone will go fishing, whether it is from the rocks, from a longboat, or diving with a spear gun. There are numerous types of fish around the island. Fish such as nanwee, white fish, moi, and opapa are caught in shallow water, white snapper, big eye, and cod are caught in deep water, and yellow tail and wahoo are caught by trawling.
|
90 |
+
|
91 |
+
Manganese, iron, copper, gold, silver and zinc have been discovered within the exclusive economic zone, which extends 370 km (230 mi) offshore and comprises 880,000 km2 (340,000 sq mi).[56]
|
92 |
+
|
93 |
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In 1998 the UK's overseas aid agency, the Department for International Development, funded an apiculture programme for Pitcairn which included training for Pitcairn's beekeepers and a detailed analysis of Pitcairn's bees and honey with particular regard to the presence or absence of disease. Pitcairn has one of the best examples of disease-free bee populations anywhere in the world and the honey produced was and remains exceptionally high in quality. Pitcairn bees are also a placid variety and, within a short time, beekeepers are able to work with them wearing minimal protection.[57] As a result, Pitcairn exports honey to New Zealand and to the United Kingdom. In London, Fortnum & Mason sells it and it is a favourite of Queen Elizabeth and Prince Charles.[58] The Pitcairn Islanders, under the "Bounty Products" and "Delectable Bounty" brands, also export dried fruit including bananas, papayas, pineapples, and mangoes to New Zealand.[59] Honey production and all honey-related products are a protected monopoly.[60] All funds and management are under the supervision and discretion of the government.[61][62]
|
94 |
+
|
95 |
+
Cuisine is not very developed, because of Pitcairn's tiny population. The most traditional meal is pota, mash from palm leaves and coconut.[63] Domestic tropical plants are abundantly used. These include: basil, breadfruit, sugar cane, coconut, bananas and beans. Meat courses consist mainly of fish and beef. Given that most of the population's ancestry is from the UK, the cuisine is influenced by British cuisine; for example, the meat pie.[64]
|
96 |
+
|
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+
The cuisine of Norfolk Island is very similar to that of the Pitcairn Islands, as Norfolk Islanders trace their origins to Pitcairn. The local cuisine is a blend of British cuisine and Tahitian cuisine.[65][66]
|
98 |
+
|
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Recipes from Norfolk Island of Pitcairn origin include mudda (green banana dumplings) and kumara pilhi.[67][68] The island's cuisine also includes foods not found on Pitcairn, such as chopped salads and fruit pies.[69]
|
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+
|
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Tourism plays a major role on Pitcairn. Tourism is the focus for building the economy. It focuses on small groups coming by charter vessel and staying at "home stays". About ten times a year, passengers from expedition-type cruise ships come ashore for a day, weather permitting.[70][71] As of 2019, the government has been operating the MV Silver Supporter as the island's only dedicated passenger/cargo vessel, providing adventure tourism holidays to Pitcairn every week. Tourists stay with local families and experience the island's culture while contributing to the local economy. Providing accommodation is a growing source of revenue, and some families have invested in private self-contained units adjacent to their homes for tourists to rent.
|
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+
|
103 |
+
Entry requirements for short stays, up to 14 days, which do not require a visa, and for longer stays, that do require prior clearance, are explained in official documents.[72][73] All persons under 16 years of age require prior clearance before landing, irrespective of the length of stay.[74]
|
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|
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The Pitcairners are involved in creating crafts and curios (made out of wood from Henderson). Typical woodcarvings include sharks, fish, whales, dolphins, turtles, vases, birds, walking sticks, book boxes, and models of the Bounty. Miro (Thespesia populnea), a dark and durable wood, is preferred for carving. Islanders also produce tapa cloth and painted Hattie leaves.[75] The major sources of revenue[when?] have been the sale of coins and postage stamps to collectors, .pn domain names, and the sale of handicrafts to passing ships, most of which are on the United Kingdom to New Zealand route via the Panama Canal.[76] The flow of funds from these revenue sources are from customer to the government to the Pitcairners.[62] The government holds a monopoly over "any article of whatsoever nature made, manufactured, prepared for sale or produced by any of the inhabitants of Pitcairn Island".[61]
|
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|
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Diesel generators provide the island with electricity from 7 am to 10 pm. A wind power plant was planned to be installed to help reduce the high cost of power generation associated with the import of diesel, but was cancelled in 2013 after a project overrun of three years and a cost of £250,000.[citation needed]
|
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|
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+
The only qualified high-voltage electrician on Pitcairn, who manages the electricity grid, reached the age of 67 in 2020.[10]
|
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+
|
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+
The islands have suffered a substantial population decline since 1940, and the viability of the island's community is in doubt (see § Potential extinction, below). The government has tried to attract migrants. However, these initiatives have not been effective.[77]
|
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+
|
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Only two children were born on Pitcairn in the 21 years prior to 2012.[78] In 2005, Shirley and Simon Young became the first married outsider couple in history to obtain citizenship on Pitcairn.[79]
|
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+
|
115 |
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Most resident Pitcairn Islanders are descendants of the Bounty mutineers and Tahitians (or other Polynesians). Pitkern is a creole language derived from 18th-century English, with elements of the Tahitian language.[26][39] It is spoken as a first language by the population and is taught alongside English at the island's only school. It is closely related to the creole language Norfuk, spoken on Norfolk Island, because Norfolk was repopulated in the mid-19th century by Pitcairners.
|
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|
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The only church building on the island is Seventh-day Adventist.[26] The Seventh-day Adventist Church is not a state religion, as no laws concerning its establishment were passed by the local government. A successful Seventh-day Adventist mission in the 1890s was important in shaping Pitcairn society. In recent years, the church population has declined, and as of 2000[update], eight of the then forty islanders attended services regularly,[80] but most attend church on special occasions. From Friday at sunset until Saturday at sunset, Pitcairners observe a day of rest in observance of the Sabbath, or as a mark of respect for observant Adventists.
|
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119 |
+
The church was built in 1954 and is run by the Church board and resident pastor, who usually serves a two-year term. The Sabbath School meets at 10 am on Saturday mornings, and is followed by Divine Service an hour later. On Tuesday evenings, there is another service in the form of a prayer meeting.
|
120 |
+
|
121 |
+
Education is free and compulsory between the ages of five and fifteen.[81] Children up to the age of 12 are taught at Pulau School, while children of 13 and over attend secondary school in New Zealand, or are educated via correspondence school.[82]
|
122 |
+
|
123 |
+
The island's children have produced a book in Pitkern and English called Mi Bas Side orn Pitcairn or My Favourite Place on Pitcairn.
|
124 |
+
|
125 |
+
The school at Pitcairn, Pulau School, provides pre-school and primary education based on the New Zealand syllabus. The teacher is appointed by the governor from suitable qualified applicants who are registered in New Zealand as teachers. The government officially took responsibility for education in 1958; the Seventh-day Adventist Church had done so from the 1890s until 1958. There were ten students in 1999; enrollment was previously 20 in the early 1950s, 28 in 1959, and 36 in 1962. The Pulau School has a residence for teachers built in 2004; there was a previous such facility built in 1950.[81]
|
126 |
+
|
127 |
+
Pitcairn's population has significantly decreased since its peak of over 200 in the 1930s, to only around fifty permanent residents today (2012–2018).[83][84]
|
128 |
+
|
129 |
+
As of July 2014[update], the total resident population of the Pitcairn Islands was 56, including the six temporary residents: an administrator, a doctor, a police officer, and their spouses.[85] However, the actual permanent resident population was only 49 Pitcairners spread across 23 households.[10] It is, however, rare for all 49 residents to be on-island at the same time; it is common for several residents to be off-island for varying lengths of time visiting family, for medical reasons, or to attend international conferences. As of November 2013[update], for instance, seven residents were off-island.[10] A diaspora survey projected that by 2045, if nothing were done, only three people of working age would be left on the island, with the rest being very old. In addition, the survey revealed that residents who had left the island over the past decades showed little interest in coming back. Of the hundreds of emigrants contacted, only 33 were willing to participate in the survey and just three expressed a desire to return.
|
130 |
+
|
131 |
+
As of 2014[update], the labour force consisted of 31 able-bodied persons: 17 males and 14 females between 18 and 64 years of age. Of the 31, just seven are younger than 40, but 18 are over the age of 50.[10] Most of the men undertake the more strenuous physical tasks on the island such as crewing the longboats, cargo handling, and the operation and maintenance of physical assets. Longboat crew retirement age is 58. There were then 12 men aged between 18 and 58 residing on Pitcairn. Each longboat requires a minimum crew of three; of the four longboat coxswains, two were in their late 50s.[10]
|
132 |
+
|
133 |
+
The Pitcairn government's attempts to attract migrants have been unsuccessful. Since 2013, some 700 make inquiries each year, but so far, not a single formal settlement application has been received.[10][77] The migrants are prohibited from taking local jobs or claiming benefits for a certain length of time, even those with children.[86] The migrants are expected to have at least NZ$30,000 per person in savings and are expected to build their own house at average cost of NZ$140,000.[87][88] It is also possible to bring off-island builders at an additional cost of between NZ$23,000 and NZ$28,000.[88] The average annual cost of living on the island is NZ$9,464.[87] There is, however, no assurance of the migrant's right to remain on Pitcairn; after their first two years, the council must review and reapprove the migrant's status.[89] The migrants are also required to take part in the unpaid public work to keep the island in order such as maintaining the island's numerous roads and paths, building roads, navigating the island longboats, and cleaning public toilets.[90] There are also restrictions on bringing children under the age of 16 to the island.[35][91]
|
134 |
+
|
135 |
+
Freight from Tauranga to Pitcairn on the MV Claymore II (Pitcairn Island's dedicated passenger and cargo ship chartered by the Pitcairn government) is charged at NZ$350/m3 for Pitcairners and NZ$1,000/m3 for all other freight.[92] Additionally, Pitcairners are charged NZ$3,000 for a one-way trip; others are charged NZ$5,000.[10]
|
136 |
+
|
137 |
+
In 2014[update], the government's Pitcairn Islands Economic Report stated that "[no one] will migrate to Pitcairn Islands for economic reasons as there are limited government jobs, a lack of private sector employment, as well as considerable competition for the tourism dollar". The Pitcairners take turns to accommodate those few tourists who occasionally visit the island.[10]
|
138 |
+
|
139 |
+
As the island remains a British Overseas Territory, the British government will at some stage be required to make a decision about the island's future.[93][94]
|
140 |
+
|
141 |
+
The once-strict moral codes, which prohibited dancing, public displays of affection, smoking, and consumption of alcohol, have been relaxed. Islanders and visitors no longer require a six-month licence to purchase, import, and consume alcohol.[95] There is now one licensed café and bar on the island, and the government store sells alcohol and cigarettes.
|
142 |
+
|
143 |
+
Fishing and swimming are two popular recreational activities. A birthday celebration or the arrival of a ship or yacht will involve the entire Pitcairn community in a public dinner in the Square, Adamstown. Tables are covered in a variety of foods, including fish, meat, chicken, pilhi, baked rice, boiled plun (banana), breadfruit, vegetable dishes, an assortment of pies, bread, breadsticks, an array of desserts, pineapple, and watermelon.
|
144 |
+
|
145 |
+
Paid employees maintain the island's numerous roads and paths. As of 2011[update], the island had a labour force of over 35 men and women.[26]
|
146 |
+
|
147 |
+
Bounty Day is an annual public holiday celebrated on Pitcairn on 23 January[96] to commemorate the day in 1790 when the mutineers arrived on the island in HMS Bounty.
|
148 |
+
|
149 |
+
Pitcairn uses New Zealand's international calling code, +64. It is still on the manual telephone system.
|
150 |
+
|
151 |
+
There is no broadcast station. Marine band walkie-talkie radios are used to maintain contact among people in different areas of the island. Foreign stations can be picked up on shortwave radio.
|
152 |
+
|
153 |
+
Callsign website QRZ.COM lists six amateur radio operators on the island, using the ITU prefix (assigned through the UK) of VP6, two of whom have a second VR6 callsign. However, two of these 6 are listed by QRZ.COM as deceased, while others are no longer active. Pitcairn Island has one callsign allocated to its Club Station, VP6PAC.
|
154 |
+
|
155 |
+
QRZ.COM lists 29 VP6 callsigns being allocated in total, 20 of them to off-islanders. Of these, five were allocated to temporary residents and ten to individuals visiting. The rest were assigned to the DX-peditions to Pitcairn, one of which took place in 2012[update].[98] In 2008, a major DX-pedition visited Ducie Island.[99] In 2018, another major DX-pedition visited Ducie Island.[100]
|
156 |
+
|
157 |
+
Pitcairn can receive a number of television channels but only has capacity to broadcast two channels to houses at any one time. The channels are currently switched on a regular basis.[101]
|
158 |
+
|
159 |
+
There is one government-sponsored satellite Internet connection, with networking provided to the inhabitants of the island. Pitcairn's country code top-level domain is .pn. Residents pay NZ$50 (about £26) for 25 GB of data per month.[102] In 2012, a single 1 Mbit/s link installed provided the islanders with an Internet connection, the 1 Mbit/s was shared across all families on the island. By December 2017, the British Government implemented a 4G LTE mobile network in Adamstown with shared speeds of 5 Mbit/s across all islanders.[103]
|
160 |
+
|
161 |
+
All settlers of the Pitcairn Islands arrived by boat or ship. Pitcairn Island does not have an airport, airstrip or seaport; the islanders rely on longboats to ferry people and goods between visiting ships and shore through Bounty Bay.[70] Access to the rest of the shoreline is restricted by jagged rocks. The island has one shallow harbour with a launch ramp accessible only by small longboats.[104]
|
162 |
+
|
163 |
+
A dedicated passenger and cargo supply ship chartered by the Pitcairn Island government, the MV Claymore II, was until 2018 the principal transport from Mangareva in the Gambier Islands of French Polynesia. The supply ship was replaced in 2019 by MV Silver Supporter.
|
164 |
+
|
165 |
+
Totegegie Airport in Mangareva can be reached by air from the French Polynesian capital Papeete.[105]
|
166 |
+
|
167 |
+
There is one 6.4-kilometre (4 mi) paved road leading up from Bounty Bay through Adamstown.
|
168 |
+
|
169 |
+
The main modes of transport on Pitcairn Islands are by four-wheel drive quad bikes and on foot.[70] Much of the road and track network and some of the footpaths of Pitcairn Island are viewable on Google's Street View.[106][107]
|
170 |
+
|
171 |
+
Bounty Bay in the 1970s
|
172 |
+
|
173 |
+
Henderson Island shelter
|
174 |
+
|
175 |
+
Oeno
|
176 |
+
|
177 |
+
St. Paul's Point in west Pitcairn Islands
|
178 |
+
|
179 |
+
Garnets Ridge, Pitcairn Island
|
180 |
+
|
181 |
+
Culture:Anglosphere
|
en/2695.html.txt
ADDED
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|
1 |
+
Setting: Troy (modern Hisarlik, Turkey)
|
2 |
+
Period: Bronze Age
|
3 |
+
Traditional dating: c. 1194–1184 BC
|
4 |
+
Modern dating: c. 1260–1180 BC
|
5 |
+
Outcome: Greek victory, destruction of Troy
|
6 |
+
|
7 |
+
Caused the war:
|
8 |
+
|
9 |
+
On the Greek side:
|
10 |
+
|
11 |
+
On the Trojan side:
|
12 |
+
|
13 |
+
The Iliad (/ˈɪliəd/;[1] Ancient Greek: Ἰλιάς, Iliás, Attic Greek pronunciation: [iː.li.ás]; sometimes referred to as the Song of Ilion or Song of Ilium) is an ancient Greek epic poem in dactylic hexameter, traditionally attributed to Homer. Set during the Trojan War, the ten-year siege of the city of Troy (Ilium) by a coalition of Greek states, it tells of the battles and events during the weeks of a quarrel between King Agamemnon and the warrior Achilles.
|
14 |
+
|
15 |
+
Although the story covers only a few weeks in the final year of the war, the Iliad mentions or alludes to many of the Greek legends about the siege; the earlier events, such as the gathering of warriors for the siege, the cause of the war, and related concerns tend to appear near the beginning. Then the epic narrative takes up events prophesied for the future, such as Achilles' imminent death and the fall of Troy, although the narrative ends before these events take place. However, as these events are prefigured and alluded to more and more vividly, when it reaches an end the poem has told a more or less complete tale of the Trojan War.
|
16 |
+
|
17 |
+
The Iliad is paired with something of a sequel, the Odyssey, also attributed to Homer. Along with the Odyssey, the Iliad is among the oldest extant works of Western literature, and its written version is usually dated to around the 8th century BC.[2] In the modern vulgate (the standard accepted version), the Iliad contains 15,693 lines; it is written in Homeric Greek, a literary amalgam of Ionic Greek and other dialects.
|
18 |
+
|
19 |
+
(1) After an invocation to the Muses, the story launches in medias res towards the end of the Trojan War between the Trojans and the besieging Greeks. Chryses, a Trojan priest of Apollo, offers the Greeks wealth for the return of his daughter Chryseis, held captive by Agamemnon, the Greek leader. Although most of the Greek army is in favour of the offer, Agamemnon refuses. Chryses prays for Apollo's help, and Apollo causes a plague to afflict the Greek army.
|
20 |
+
|
21 |
+
After nine days of plague, Achilles, the leader of the Myrmidon contingent, calls an assembly to deal with the problem. Under pressure, Agamemnon agrees to return Chryseis to her father, but decides to take Achilles' captive, Briseis, as compensation. Achilles furiously declares that he and his men will no longer fight for Agamemnon and will go home. Odysseus takes a ship and returns Chryseis to her father, whereupon Apollo ends the plague.
|
22 |
+
|
23 |
+
In the meantime, Agamemnon's messengers take Briseis away. Achilles becomes very upset, sits by the seashore, and prays to his mother, Thetis.[3] Achilles asks his mother to ask Zeus to bring the Greeks to the breaking point by the Trojans, so Agamemnon will realize how much the Greeks need Achilles. Thetis does so, and Zeus agrees.
|
24 |
+
|
25 |
+
(2) Zeus sends a dream to Agamemnon, urging him to attack Troy. Agamemnon heeds the dream but first decides to test the Greek army's morale, by telling them to go home. The plan backfires, and only the intervention of Odysseus, inspired by Athena, stops a rout.
|
26 |
+
|
27 |
+
Odysseus confronts and beats Thersites, a common soldier who voices discontent about fighting Agamemnon's war. After a meal, the Greeks deploy in companies upon the Trojan plain. The poet takes the opportunity to describe the provenance of each Greek contingent.
|
28 |
+
|
29 |
+
When news of the Greek deployment reaches King Priam, the Trojans respond in a sortie upon the plain. In a list similar to that for the Greeks, the poet describes the Trojans and their allies.
|
30 |
+
|
31 |
+
(3) The armies approach each other, but before they meet, Paris offers to end the war by fighting a duel with Menelaus, urged by his brother and head of the Trojan army, Hector. The initial cause of the entire war is alluded to here, when Helen is said to be "embroidering the struggles between Trojans and Greeks, that Ares had made them fight for her sake." This allusion is then made definitive at the paragraph's close, when Helen is told that Paris and "Menelaus are going to fight about yourself, and you are to be the wife of him who is the victor." Both sides swear a truce and promise to abide by the outcome of the duel. Paris is beaten, but Aphrodite rescues him and leads him to bed with Helen before Menelaus can kill him.
|
32 |
+
|
33 |
+
(4) Pressured by Hera's hatred of Troy, Zeus arranges for the Trojan Pandaros to break the truce by wounding Menelaus with an arrow. Agamemnon rouses the Greeks, and battle is joined.
|
34 |
+
|
35 |
+
(5) In the fighting, Diomedes kills many Trojans, including Pandaros, and defeats Aeneas, whom Aphrodite rescues, but Diomedes attacks and wounds the goddess. Apollo faces Diomedes and warns him against warring with gods. Many heroes and commanders join in, including Hector, and the gods supporting each side try to influence the battle. Emboldened by Athena, Diomedes wounds Ares and puts him out of action.
|
36 |
+
|
37 |
+
(6) Hector rallies the Trojans and prevents a rout; the Greek Diomedes and the Trojan Glaukos find common ground and exchange unequal gifts. Hector enters the city, urges prayers and sacrifices, incites Paris to battle, bids his wife Andromache and son Astyanax farewell on the city walls, and rejoins the battle.
|
38 |
+
|
39 |
+
(7) Hector duels with Ajax, but nightfall interrupts the fight, and both sides retire. The Greeks agree to burn their dead, and build a wall to protect their ships and camp, while the Trojans quarrel about returning Helen. Paris offers to return the treasure he took and give further wealth as compensation, but not Helen, and the offer is refused.
|
40 |
+
A day's truce is agreed for burning the dead, during which the Greeks also build their wall and a trench.
|
41 |
+
|
42 |
+
(8) The next morning, Zeus prohibits the gods from interfering, and fighting begins anew. The Trojans prevail and force the Greeks back to their wall, while Hera and Athena are forbidden to help. Night falls before the Trojans can assail the Greek wall. They camp in the field to attack at first light, and their watchfires light the plain like stars.
|
43 |
+
|
44 |
+
(9) Meanwhile, the Greeks are desperate. Agamemnon admits his error, and sends an embassy composed of Odysseus, Ajax, Phoenix, and two heralds to offer Briseis and extensive gifts to Achilles, who has been camped next to his ships throughout, if only he will return to the fighting. Achilles and his companion Patroclus receive the embassy well, but Achilles angrily refuses Agamemnon's offer and declares that he would only return to battle if the Trojans reached his ships and threatened them with fire. The embassy returns empty-handed.
|
45 |
+
|
46 |
+
(10) Later that night, Odysseus and Diomedes venture out to the Trojan lines, kill the Trojan Dolon, and wreak havoc in the camps of some Thracian allies of Troy's.
|
47 |
+
|
48 |
+
(11) In the morning, the fighting is fierce, and Agamemnon, Diomedes, and Odysseus are all wounded. Achilles sends Patroclus from his camp to inquire about the Greek casualties, and while there Patroclus is moved to pity by a speech of Nestor's.
|
49 |
+
|
50 |
+
(12) The Trojans attack the Greek wall on foot. Hector, ignoring an omen, leads the terrible fighting. The Greeks are overwhelmed and routed, the wall's gate is broken, and Hector charges in.
|
51 |
+
|
52 |
+
(13) Many fall on both sides. The Trojan seer Polydamas urges Hector to fall back and warns him about Achilles, but is ignored.
|
53 |
+
|
54 |
+
(14) Hera seduces Zeus and lures him to sleep, allowing Poseidon to help the Greeks, and the Trojans are driven back onto the plain.
|
55 |
+
|
56 |
+
(15) Zeus awakes and is enraged by Poseidon's intervention. Against the mounting discontent of the Greek-supporting gods, Zeus sends Apollo to aid the Trojans, who once again breach the wall, and the battle reaches the ships.
|
57 |
+
|
58 |
+
(16) Patroclus cannot stand to watch any longer and begs Achilles to be allowed to defend the ships. Achilles relents and lends Patroclus his armor, but sends him off with a stern admonition not to pursue the Trojans, lest he take Achilles' glory. Patroclus leads the Myrmidons into battle and arrives as the Trojans set fire to the first ships. The Trojans are routed by the sudden onslaught, and Patroclus begins his assault by killing Zeus's son Sarpedon, a leading ally of the Trojans. Patroclus, ignoring Achilles' command, pursues and reaches the gates of Troy, where Apollo himself stops him. Patroclus is set upon by Apollo and Euphorbos, and is finally killed by Hector.
|
59 |
+
|
60 |
+
(17) Hector takes Achilles' armor from the fallen Patroclus, but fighting develops around Patroclus' body.
|
61 |
+
|
62 |
+
(18) Achilles is mad with grief when he hears of Patroclus' death and vows to take vengeance on Hector; his mother Thetis grieves, too, knowing that Achilles is fated to die young if he kills Hector. Achilles is urged to help retrieve Patroclus' body but has no armour. Bathed in a brilliant radiance by Athena, Achilles stands next to the Greek wall and roars in rage. The Trojans are dismayed by his appearance, and the Greeks manage to bear Patroclus' body away. Polydamas urges Hector again to withdraw into the city; again Hector refuses, and the Trojans camp on the plain at nightfall. Patroclus is mourned. Meanwhile, at Thetis' request, Hephaestus fashions a new set of armor for Achilles, including a magnificently wrought shield.
|
63 |
+
|
64 |
+
(19) In the morning, Agamemnon gives Achilles all the promised gifts, including Briseis, but Achilles is indifferent to them. Achilles fasts while the Greeks take their meal, straps on his new armor, and takes up his great spear. His horse Xanthos prophesies to Achilles his death. Achilles drives his chariot into battle.
|
65 |
+
|
66 |
+
(20) Zeus lifts the ban on the gods' interference, and the gods freely help both sides. Achilles, burning with rage and grief, slays many.
|
67 |
+
|
68 |
+
(21) Driving the Trojans before him, Achilles cuts off half their number in the river Skamandros and proceeds to slaughter them, filling the river with the dead. The river, angry at the killing, confronts Achilles but is beaten back by Hephaestus' firestorm. The gods fight among themselves. The great gates of the city are opened to receive the fleeing Trojans, and Apollo leads Achilles away from the city by pretending to be a Trojan.
|
69 |
+
|
70 |
+
(22) When Apollo reveals himself to Achilles, the Trojans have retreated into the city, all except for Hector, who, having twice ignored the counsels of Polydamas, feels the shame of the rout and resolves to face Achilles, despite the pleas of his parents, Priam and Hecuba. When Achilles approaches, Hector's will fails him, and he is chased around the city by Achilles. Finally, Athena tricks him into stopping, and he turns to face his opponent. After a brief duel, Achilles stabs Hector through the neck. Before dying, Hector reminds Achilles that he, too, is fated to die in the war. Achilles takes Hector's body and dishonours it by dragging it behind his chariot.
|
71 |
+
|
72 |
+
(23) The ghost of Patroclus comes to Achilles in a dream, urging him to carry out his burial rites and to arrange for their bones to be entombed together. The Greeks hold a day of funeral games, and Achilles gives out the prizes.
|
73 |
+
|
74 |
+
(24) Dismayed by Achilles' continued abuse of Hector's body, Zeus decides that it must be returned to Priam. Led by Hermes, Priam takes a wagon out of Troy, across the plains, and into the Greek camp unnoticed. He clasps Achilles by the knees and begs for his son's body. Achilles is moved to tears, and the two lament their losses in the war. After a meal, Priam carries Hector's body back into Troy. Hector is buried, and the city mourns.
|
75 |
+
|
76 |
+
The many characters of the Iliad are catalogued; the latter half of Book II, the "Catalogue of Ships", lists commanders and cohorts; battle scenes feature quickly slain minor characters.
|
77 |
+
|
78 |
+
Much debate has surrounded the nature of the relationship of Achilles and Patroclus, as to whether it can be described as a homoerotic one or not. Some Classical and Hellenistic Athenian scholars perceived it as pederastic,[i] while others perceived it as a platonic warrior-bond.[5]
|
79 |
+
|
80 |
+
In the literary Trojan War of the Iliad, the Olympian gods, goddesses, and minor deities fight among themselves and participate in human warfare, often by interfering with humans to counter other gods. Unlike their portrayals in Greek religion, Homer's portrayal of gods suited his narrative purpose. The gods in traditional thought of fourth-century Athenians were not spoken of in terms familiar to us from Homer.[7] The Classical-era historian Herodotus says that Homer and Hesiod, his contemporary, were the first writers to name and describe the gods' appearance and character.[8]
|
81 |
+
|
82 |
+
Mary Lefkowitz (2003)[9] discusses the relevance of divine action in the Iliad, attempting to answer the question of whether or not divine intervention is a discrete occurrence (for its own sake), or if such godly behaviors are mere human character metaphors. The intellectual interest of Classic-era authors, such as Thucydides and Plato, was limited to their utility as "a way of talking about human life rather than a description or a truth", because, if the gods remain religious figures, rather than human metaphors, their "existence"—without the foundation of either dogma or a bible of faiths—then allowed Greek culture the intellectual breadth and freedom to conjure gods fitting any religious function they required as a people.[9][10] The religion had no founder and was not the creation of an inspired teacher which were popular origins of existing religions in the world.[11] The individuals were free to believe what they wanted, as the Greek religion was created out of a consensus of the people. These beliefs coincide to the thoughts about the gods in polytheistic Greek religion. Adkins and Pollard (2020/1998), agree with this by saying, “the early Greeks personalized every aspect of their world, natural and cultural, and their experiences in it. The earth, the sea, the mountains, the rivers, custom-law (themis), and one’s share in society and its goods were all seen in personal as well as naturalistic terms.”[12] As a result of this thinking, each god or goddess in Polytheistic Greek religion is attributed to an aspect of the human world. For example, Poseidon is the god of the sea, Aphrodite is the goddess of beauty, Ares is the god of war, and so on and so forth for many other gods. This is how Greek culture was defined as many Athenians felt the presence of their gods through divine intervention in significant events in their lives. Oftentimes they found these events to be mysterious and inexplicable.[7]
|
83 |
+
|
84 |
+
Psychologist Julian Jaynes (1976)[13] uses the Iliad as a major piece of evidence for his theory of the Bicameral Mind, which posits that until about the time described in the Iliad, humans had a far different mentality from present day humans. He says that humans during that time were lacking what we today call consciousness. He suggests that humans heard and obeyed commands from what they identified as gods, until the change in human mentality that incorporated the motivating force into the conscious self. He points out that almost every action in the Iliad is directed, caused, or influenced by a god, and that earlier translations show an astonishing lack of words suggesting thought, planning, or introspection. Those that do appear, he argues, are misinterpretations made by translators imposing a modern mentality on the characters.[13]
|
85 |
+
|
86 |
+
Some scholars believe that the gods may have intervened in the mortal world because of quarrels they may have had among each other. Homer interprets the world at this time by using the passion and emotion of the gods to be determining factors of what happens on the human level.[14] An example of one of these relationships in the Iliad occurs between Athena, Hera, and Aphrodite. In the final book of the poem Homer writes, “He offended Athena and Hera—both goddesses.”[15] Athena and Hera are envious of Aphrodite because of a beauty pageant on Mount Olympus in which Paris chose Aphrodite to be the most beautiful goddess over both Hera and Athena. Wolfgang Kullmann further goes on to say, “Hera’s and Athena’s disappointment over the victory of Aphrodite in the Judgement of Paris determines the whole conduct of both goddesses in The Iliad and is the cause of their hatred for Paris, the Judge, and his town Troy.”[14] Hera and Athena then continue to support the Achaean forces throughout the poem because Paris is part of the Trojans, while Aphrodite aids Paris and the Trojans. The emotions between the goddesses often translate to actions they take in the mortal world. For example, in Book 3 of The Iliad, Paris challenges any of the Achaeans to a single combat and Menelaus steps forward. Menelaus was dominating the battle and was on the verge of killing Paris. “Now he’d have hauled him off and won undying glory but Aphrodite, Zeus’s daughter was quick to the mark, snapped the rawhide strap.”[15] Aphrodite intervened out of her own self-interest to save Paris from the wrath of Menelaus because Paris had helped her to win the beauty pageant. The partisanship of Aphrodite towards Paris induces constant intervention by all of the gods, especially to give motivational speeches to their respective proteges, while often appearing in the shape of a human being they are familiar with.[14] This connection of emotions to actions is just one example out of many that occur throughout the poem.[citation needed]
|
87 |
+
|
88 |
+
Fate (κήρ, kēr, 'fated death') propels most of the events of the Iliad. Once set, gods and men abide it, neither truly able nor willing to contest it. How fate is set is unknown, but it is told by the Fates and by Zeus through sending omens to seers such as Calchas. Men and their gods continually speak of heroic acceptance and cowardly avoidance of one's slated fate.[16] Fate does not determine every action, incident, and occurrence, but it does determine the outcome of life—before killing him, Hector calls Patroclus a fool for cowardly avoidance of his fate, by attempting his defeat;[citation needed] Patroclus retorts:
|
89 |
+
[17]
|
90 |
+
|
91 |
+
No, deadly destiny, with the son of Leto, has killed me,
|
92 |
+
and of men it was Euphorbos; you are only my third slayer.
|
93 |
+
And put away in your heart this other thing that I tell you.
|
94 |
+
You yourself are not one who shall live long, but now already
|
95 |
+
death and powerful destiny are standing beside you,
|
96 |
+
to go down under the hands of Aiakos' great son, Achilleus.[18]
|
97 |
+
|
98 |
+
Here, Patroclus alludes to fated death by Hector's hand, and Hector's fated death by Achilles's hand. Each accepts the outcome of his life, yet, no-one knows if the gods can alter fate. The first instance of this doubt occurs in Book XVI. Seeing Patroclus about to kill Sarpedon, his mortal son, Zeus says:
|
99 |
+
|
100 |
+
Ah me, that it is destined that the dearest of men, Sarpedon,
|
101 |
+
must go down under the hands of Menoitios' son Patroclus.[19]
|
102 |
+
|
103 |
+
About his dilemma, Hera asks Zeus:
|
104 |
+
|
105 |
+
Majesty, son of Kronos, what sort of thing have you spoken?
|
106 |
+
Do you wish to bring back a man who is mortal, one long since
|
107 |
+
doomed by his destiny, from ill-sounding death and release him?
|
108 |
+
Do it, then; but not all the rest of us gods shall approve you.[20]
|
109 |
+
|
110 |
+
In deciding between losing a son or abiding fate, Zeus, King of the Gods, allows it. This motif recurs when he considers sparing Hector, whom he loves and respects. This time, it is Athene who challenges him:
|
111 |
+
|
112 |
+
Father of the shining bolt, dark misted, what is this you said?
|
113 |
+
Do you wish to bring back a man who is mortal, one long since
|
114 |
+
doomed by his destiny, from ill-sounding death and release him?
|
115 |
+
Do it, then; but not all the rest of us gods shall approve you.[21]
|
116 |
+
|
117 |
+
Again, Zeus appears capable of altering fate, but does not, deciding instead to abide set outcomes; similarly, fate spares Aeneas, after Apollo convinces the over-matched Trojan to fight Achilles. Poseidon cautiously speaks:
|
118 |
+
|
119 |
+
But come, let us ourselves get him away from death, for fear
|
120 |
+
the son of Kronos may be angered if now Achilleus
|
121 |
+
kills this man. It is destined that he shall be the survivor,
|
122 |
+
that the generation of Dardanos shall not die…[22]
|
123 |
+
|
124 |
+
Divinely aided, Aeneas escapes the wrath of Achilles and survives the Trojan War. Whether or not the gods can alter fate, they do abide it, despite its countering their human allegiances; thus, the mysterious origin of fate is a power beyond the gods. Fate implies the primeval, tripartite division of the world that Zeus, Poseidon, and Hades effected in deposing their father, Cronus, for its dominion. Zeus took the Air and the Sky, Poseidon the Waters, and Hades the Underworld, the land of the dead—yet they share dominion of the Earth. Despite the earthly powers of the Olympic gods, only the Three Fates set the destiny of Man.
|
125 |
+
|
126 |
+
Kleos (κλέος, "glory, fame") is the concept of glory earned in heroic battle.[23] Yet, Achilles must choose only one of the two rewards, either nostos or kleos.[24] In Book IX (IX.410–16), he poignantly tells Agamemnon's envoys—Odysseus, Phoenix, Ajax—begging his reinstatement to battle about having to choose between two fates (διχθαδίας κήρας, 9.411).[25]
|
127 |
+
|
128 |
+
The passage reads:
|
129 |
+
|
130 |
+
μήτηρ γάρ τέ μέ φησι θεὰ Θέτις ἀργυρόπεζα (410)
|
131 |
+
διχθαδίας κῆρας φερέμεν θανάτοιο τέλος δέ.
|
132 |
+
εἰ μέν κ’ αὖθι μένων Τρώων πόλιν ἀμφιμάχωμαι,
|
133 |
+
ὤλετο μέν μοι νόστος, ἀτὰρ κλέος ἄφθιτον ἔσται
|
134 |
+
εἰ δέ κεν οἴκαδ’ ἵκωμι φίλην ἐς πατρίδα γαῖαν,
|
135 |
+
ὤλετό μοι κλέος ἐσθλόν, ἐπὶ δηρὸν δέ μοι αἰὼν (415)
|
136 |
+
ἔσσεται, οὐδέ κέ μ’ ὦκα τέλος θανάτοιο κιχείη.[26]
|
137 |
+
|
138 |
+
For my mother Thetis the goddess of silver feet tells me
|
139 |
+
I carry two sorts of destiny toward the day of my death. Either,
|
140 |
+
if I stay here and fight beside the city of the Trojans,
|
141 |
+
my return home is gone, but my glory shall be everlasting;
|
142 |
+
but if I return home to the beloved land of my fathers,
|
143 |
+
the excellence of my glory is gone, but there will be a long life
|
144 |
+
left for me, and my end in death will not come to me quickly.[27]
|
145 |
+
|
146 |
+
In forgoing his nostos, he will earn the greater reward of kleos aphthiton (κλέος ἄφθιτον, "fame imperishable").[25] In the poem, aphthiton (ἄφθιτον, "imperishable") occurs five other times,[28] each occurrence denotes an object: Agamemnon's sceptre, the wheel of Hebe's chariot, the house of Poseidon, the throne of Zeus, the house of Hephaestus. Translator Lattimore renders kleos aphthiton as forever immortal and as forever imperishable—connoting Achilles's mortality by underscoring his greater reward in returning to battle Troy.
|
147 |
+
|
148 |
+
Kleos is often given visible representation by the prizes won in battle. When Agamemnon takes Briseis from Achilles, he takes away a portion of the kleos he had earned.
|
149 |
+
|
150 |
+
Achilles' shield, crafted by Hephaestus and given to him by his mother Thetis, bears an image of stars in the centre. The stars conjure profound images of the place of a single man, no matter how heroic, in the perspective of the entire cosmos.
|
151 |
+
|
152 |
+
Nostos (νόστος, "homecoming") occurs seven times in the poem,[29] making it a minor theme in the Iliad itself. Yet the concept of homecoming is much explored in other Ancient Greek literature, especially in the post-war homeward fortunes experienced by the Atreidae (Agamemnon and Menelaus), and Odysseus (see the Odyssey).
|
153 |
+
|
154 |
+
Pride drives the plot of the Iliad. The Greeks gather on the plain of Troy to wrest Helen from the Trojans. Though the majority of the Trojans would gladly return Helen to the Greeks, they defer to the pride of their prince, Alexandros, also known as Paris. Within this frame, Homer's work begins. At the start of the Iliad, Agamemnon's pride sets forth a chain of events that leads him to take from Achilles, Briseis, the girl that he had originally given Achilles in return for his martial prowess. Due to this slight, Achilles refuses to fight and asks his mother, Thetis, to make sure that Zeus causes the Greeks to suffer on the battlefield until Agamemnon comes to realize the harm he has done to Achilles. Achilles’ pride allows him to beg Thetis for the deaths of his Greek friends and countrymen. When in Book 9 his friends urge him to return, offering him loot and his girl, Briseis, he refuses, stuck in his vengeful pride. Achilles remains stuck until the very end, when his anger at himself for Patroclus’ death overcomes his pride at Agamemnon's slight and he returns to kill Hector. He overcomes his pride again when he keeps his anger in check and returns Hector to Priam at epic's close. From epic start to epic finish, pride drives the plot.[ii][30]
|
155 |
+
|
156 |
+
Akin to kleos is timê (τιμή, "respect, honor"), the concept denoting the respectability an honorable man accrues with accomplishment (cultural, political, martial), per his station in life. In Book I, the Greek troubles begin with King Agamemnon's dishonorable, unkingly behavior—first, by threatening the priest Chryses (1.11), then, by aggravating them in disrespecting Achilles, by confiscating Briseis from him (1.171). The warrior's consequent rancor against the dishonorable king ruins the Greek military cause.
|
157 |
+
|
158 |
+
Hybris (Ὕβρις) plays a part similar to timê. The epic takes as its thesis the anger of Achilles and the destruction it brings. Anger disturbs the distance between human beings and the gods. Uncontrolled anger destroys orderly social relationships and upsets the balance of correct actions necessary to keep the gods away from human beings. (footnote Thompson). Despite the epic's focus on Achilles’ rage, hybris plays a prominent role also, serving as both kindling and fuel for many destructive events. Agamemnon refuses to ransom Chriseis up out of hybris and harms Achilles’ pride when he demands Briseis. Hubris forces Paris to fight against Menelaus. Agamemnon spurs the Greeks to fight, by calling into question Odysseus, Diomedes, and Nestor's pride, asking why they were cowering and waiting for help when they should be the ones leading the charge. While the events of the Iliad focus on the Achilles’ rage and the destruction it brings on, hybris fuels and stokes them both.[31]
|
159 |
+
|
160 |
+
The poem's initial word, μῆνιν (mēnin; acc. μῆνις, mēnis, "wrath," "rage," "fury"), establishes the Iliad's principal theme: The "Wrath of Achilles".[32] His personal rage and wounded soldier's vanity propel the story: the Greeks' faltering in battle, the slayings of Patroclus and Hector, and the fall of Troy. In Book I, the Wrath of Achilles first emerges in the Achilles-convoked meeting, between the Greek kings and the seer Calchas. King Agamemnon dishonours Chryses, the Trojan priest of Apollo, by refusing with a threat the restitution of his daughter, Chryseis—despite the proffered ransom of "gifts beyond count."[33] The insulted priest prays his god's help, and a nine-day rain of divine plague arrows falls upon the Greeks. Moreover, in that meeting, Achilles accuses Agamemnon of being "greediest for gain of all men."[34] To that, Agamemnon replies:
|
161 |
+
|
162 |
+
But here is my threat to you.
|
163 |
+
Even as Phoibos Apollo is taking away my Chryseis.
|
164 |
+
I shall convey her back in my own ship, with my own
|
165 |
+
followers; but I shall take the fair-cheeked Briseis,
|
166 |
+
your prize, I myself going to your shelter, that you may learn well
|
167 |
+
how much greater I am than you, and another man may shrink back
|
168 |
+
from likening himself to me and contending against me.[35]
|
169 |
+
|
170 |
+
After that, only Athena stays Achilles's wrath. He vows to never again obey orders from Agamemnon. Furious, Achilles cries to his mother, Thetis, who persuades Zeus's divine intervention—favouring the Trojans—until Achilles's rights are restored. Meanwhile, Hector leads the Trojans to almost pushing the Greeks back to the sea (Book XII). Later, Agamemnon contemplates defeat and retreat to Greece (Book XIV). Again, the Wrath of Achilles turns the war's tide in seeking vengeance when Hector kills Patroclus. Aggrieved, Achilles tears his hair and dirties his face. Thetis comforts her mourning son, who tells her:
|
171 |
+
|
172 |
+
So it was here that the lord of men Agamemnon angered me.
|
173 |
+
Still, we will let all this be a thing of the past, and for all our
|
174 |
+
sorrow beat down by force the anger deeply within us.
|
175 |
+
Now I shall go, to overtake that killer of a dear life,
|
176 |
+
Hektor; then I will accept my own death, at whatever
|
177 |
+
time Zeus wishes to bring it about, and the other immortals.[36]
|
178 |
+
|
179 |
+
Accepting the prospect of death as fair price for avenging Patroclus, he returns to battle, dooming Hector and Troy, thrice chasing him 'round the Trojan walls, before slaying him, then dragging the corpse behind his chariot, back to camp.
|
180 |
+
|
181 |
+
The poem dates to the archaic period of Classical Antiquity. Scholarly consensus mostly places it in the 8th century BC, although some favour a 7th-century date.[citation needed] In any case, the terminus ante quem for the dating of the Iliad is 630 BC, as evidenced by reflection in art and literature.[37]
|
182 |
+
|
183 |
+
Herodotus, having consulted the Oracle at Dodona, placed Homer and Hesiod at approximately 400 years before his own time, which would place them at c. 850 BC.[38]
|
184 |
+
|
185 |
+
The historical backdrop of the poem is the time of the Late Bronze Age collapse, in the early 12th century BC. Homer is thus separated from his subject matter by about 400 years, the period known as the Greek Dark Ages. Intense scholarly debate has surrounded the question of which portions of the poem preserve genuine traditions from the Mycenaean period. The Catalogue of Ships in particular has the striking feature that its geography does not portray Greece in the Iron Age, the time of Homer, but as it was before the Dorian invasion.
|
186 |
+
|
187 |
+
The title Ἰλιάς (Ilias; gen. Ἰλιάδος, Iliados) is an ellipsis of ἡ ποίησις Ἰλιάς, he poíesis Iliás, meaning "the Trojan poem". Ἰλιάς, 'of Troy', is the specifically feminine adjective form from Ἴλιον, 'Troy'. The masculine adjective form would be Ἰλιακός or Ἴλιος.[39] It is used by Herodotus.[40]
|
188 |
+
|
189 |
+
Venetus A, copied in the 10th century AD, is the oldest fully extant manuscript of the Iliad.[41]
|
190 |
+
The first edition of the "Iliad", editio princeps, edited by Demetrius Chalcondyles and published by Bernardus Nerlius, and Demetrius Damilas in Florence in 1488/89.[42]
|
191 |
+
|
192 |
+
In antiquity, the Greeks applied the Iliad and the Odyssey as the bases of pedagogy. Literature was central to the educational-cultural function of the itinerant rhapsode, who composed consistent epic poems from memory and improvisation, and disseminated them, via song and chant, in his travels and at the Panathenaic Festival of athletics, music, poetics, and sacrifice, celebrating Athena's birthday.[43]
|
193 |
+
|
194 |
+
Originally, Classical scholars treated the Iliad and the Odyssey as written poetry, and Homer as a writer. Yet, by the 1920s, Milman Parry (1902–1935) had launched a movement claiming otherwise. His investigation of the oral Homeric style—"stock epithets" and "reiteration" (words, phrases, stanzas)—established that these formulae were artifacts of oral tradition easily applied to a hexametric line. A two-word stock epithet (e.g. "resourceful Odysseus") reiteration may complement a character name by filling a half-line, thus, freeing the poet to compose a half-line of "original" formulaic text to complete his meaning.[44] In Yugoslavia, Parry and his assistant, Albert Lord (1912–1991), studied the oral-formulaic composition of Serbian oral poetry, yielding the Parry/Lord thesis that established oral tradition studies, later developed by Eric Havelock, Marshall McLuhan, Walter Ong, and Gregory Nagy.
|
195 |
+
|
196 |
+
In The Singer of Tales (1960), Lord presents likenesses between the tragedies of the Greek Patroclus, in the Iliad, and of the Sumerian Enkidu, in the Epic of Gilgamesh, and claims to refute, with "careful analysis of the repetition of thematic patterns", that the Patroclus storyline upsets Homer's established compositional formulae of "wrath, bride-stealing, and rescue"; thus, stock-phrase reiteration does not restrict his originality in fitting story to rhyme.[45] Likewise, James Armstrong (1958)[46] reports that the poem's formulae yield richer meaning because the "arming motif" diction—describing Achilles, Agamemnon, Paris, and Patroclus—serves to "heighten the importance of…an impressive moment," thus, "[reiteration] creates an atmosphere of smoothness," wherein, Homer distinguishes Patroclus from Achilles, and foreshadows the former's death with positive and negative turns of phrase.[47][46]
|
197 |
+
|
198 |
+
In the Iliad, occasional syntactic inconsistency may be an oral tradition effect—for example, Aphrodite is "laughter-loving", despite being painfully wounded by Diomedes (Book V, 375); and the divine representations may mix Mycenaean and Greek Dark Age (c. 1150–800 BC) mythologies, parallelling the hereditary basileis nobles (lower social rank rulers) with minor deities, such as Scamander, et al.[48]
|
199 |
+
|
200 |
+
Despite Mycenae and Troy being maritime powers, the Iliad features no sea battles.[49] So, the Trojan shipwright (of the ship that transported Helen to Troy), Phereclus, fights afoot, as an infantryman.[50] The battle dress and armour of hero and soldier are well-described. They enter battle in chariots, launching javelins into the enemy formations, then dismount—for hand-to-hand combat with yet more javelin throwing, rock throwing, and if necessary hand to hand sword and a shoulder-borne hoplon (shield) fighting.[51] Ajax the Greater, son of Telamon, sports a large, rectangular shield (σάκος, sakos) with which he protects himself and Teucer, his brother:
|
201 |
+
|
202 |
+
Ninth came Teucer, stretching his curved bow.
|
203 |
+
|
204 |
+
He stood beneath the shield of Ajax, son of Telamon.
|
205 |
+
As Ajax cautiously pulled his shield aside,
|
206 |
+
Teucer would peer out quickly, shoot off an arrow,
|
207 |
+
hit someone in the crowd, dropping that soldier
|
208 |
+
right where he stood, ending his life—then he'd duck back,
|
209 |
+
crouching down by Ajax, like a child beside its mother.
|
210 |
+
|
211 |
+
Ajax would then conceal him with his shining shield.[52]
|
212 |
+
|
213 |
+
Ajax's cumbersome shield is more suitable for defence than for offence, while his cousin, Achilles, sports a large, rounded, octagonal shield that he successfully deploys along with his spear against the Trojans:
|
214 |
+
|
215 |
+
Just as a man constructs a wall for some high house,
|
216 |
+
|
217 |
+
using well-fitted stones to keep out forceful winds,
|
218 |
+
that's how close their helmets and bossed shields lined up,
|
219 |
+
shield pressing against shield, helmet against helmet
|
220 |
+
man against man. On the bright ridges of the helmets,
|
221 |
+
horsehair plumes touched when warriors moved their heads.
|
222 |
+
|
223 |
+
That's how close they were to one another.[53]
|
224 |
+
|
225 |
+
In describing infantry combat, Homer names the phalanx formation,[54] but most scholars do not believe the historical Trojan War was so fought.[55] In the Bronze Age, the chariot was the main battle transport-weapon (e.g. the Battle of Kadesh). The available evidence, from the Dendra armour and the Pylos Palace paintings, indicate the Mycenaeans used two-man chariots, with a long-spear-armed principal rider, unlike the three-man Hittite chariots with short-spear-armed riders, and unlike the arrow-armed Egyptian and Assyrian two-man chariots. Nestor spearheads his troops with chariots; he advises them:
|
226 |
+
|
227 |
+
In your eagerness to engage the Trojans,
|
228 |
+
|
229 |
+
don't any of you charge ahead of others,
|
230 |
+
trusting in your strength and horsemanship.
|
231 |
+
And don't lag behind. That will hurt our charge.
|
232 |
+
Any man whose chariot confronts an enemy's
|
233 |
+
should thrust with his spear at him from there.
|
234 |
+
That's the most effective tactic, the way
|
235 |
+
men wiped out city strongholds long ago —
|
236 |
+
|
237 |
+
their chests full of that style and spirit.[56]
|
238 |
+
|
239 |
+
Although Homer's depictions are graphic, it can be seen in the very end that victory in war is a far more somber occasion, where all that is lost becomes apparent. On the other hand, the funeral games are lively, for the dead man's life is celebrated. This overall depiction of war runs contrary to many other[citation needed] ancient Greek depictions, where war is an aspiration for greater glory.
|
240 |
+
|
241 |
+
While the Homeric poems (particularly, the Iliad) were not necessarily revered scripture of the ancient Greeks, they were most certainly seen as guides that were important to the intellectual understanding of any educated Greek citizen. This is evidenced by the fact that in the late fifth century BC, "it was the sign of a man of standing to be able to recite the Iliad and Odyssey by heart."[57]:36 Moreover, it can be argued that the warfare shown in the Iliad, and the way in which it was depicted, had a profound and very traceable effect on Greek warfare in general. In particular, the effect of epic literature can be broken down into three categories: tactics, ideology, and the mindset of commanders. In order to discern these effects, it is necessary to take a look at a few examples from each of these categories.
|
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+
|
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+
Much of the detailed fighting in the Iliad is done by the heroes in an orderly, one-on-one fashion. Much like the Odyssey, there is even a set ritual which must be observed in each of these conflicts. For example, a major hero may encounter a lesser hero from the opposing side, in which case the minor hero is introduced, threats may be exchanged, and then the minor hero is slain. The victor often strips the body of its armor and military accoutrements.[57]:22–3 Here is an example of this ritual and this type of one-on-one combat in the Iliad:
|
244 |
+
|
245 |
+
There Telamonian Ajax struck down the son of Anthemion,
|
246 |
+
Simoeisios in his stripling's beauty, whom once his mother
|
247 |
+
descending from Ida bore beside the banks of Simoeis
|
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+
when she had followed her father and mother to tend the
|
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+
sheepflocks.
|
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+
Therefore they called him Simoeisios; but he could not
|
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+
render again the care of his dear parents; he was short-lived,
|
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+
beaten down beneath the spear of high-hearted Ajax,
|
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+
who struck him as he first came forward beside the nipple
|
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+
of the right breast, and the bronze spearhead drove clean
|
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+
through the shoulder.[58]
|
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+
|
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+
The biggest issue in reconciling the connection between the epic fighting of the Iliad and later Greek warfare is the phalanx, or hoplite, warfare seen in Greek history well after Homer's Iliad. While there are discussions of soldiers arrayed in semblances of the phalanx throughout the Iliad, the focus of the poem on the heroic fighting, as mentioned above, would seem to contradict the tactics of the phalanx. However, the phalanx did have its heroic aspects. The masculine one-on-one fighting of epic is manifested in phalanx fighting on the emphasis of holding one's position in formation. This replaces the singular heroic competition found in the Iliad.[57]:51
|
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+
|
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+
One example of this is the Spartan tale of 300 picked men fighting against 300 picked Argives. In this battle of champions, only two men are left standing for the Argives and one for the Spartans. Othryades, the remaining Spartan, goes back to stand in his formation with mortal wounds while the remaining two Argives go back to Argos to report their victory. Thus, the Spartans claimed this as a victory, as their last man displayed the ultimate feat of bravery by maintaining his position in the phalanx.[59]
|
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+
|
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In terms of the ideology of commanders in later Greek history, the Iliad has an interesting effect. The Iliad expresses a definite disdain for tactical trickery, when Hector says, before he challenges the great Ajax:
|
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+
|
263 |
+
I know how to storm my way into the struggle of flying horses; I know how to tread the measures on the grim floor of the war god. Yet great as you are I would not strike you by stealth, watching for my chance, but openly, so, if perhaps I might hit you.[60]
|
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+
|
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+
However, despite examples of disdain for this tactical trickery, there is reason to believe that the Iliad, as well as later Greek warfare, endorsed tactical genius on the part of their commanders. For example, there are multiple passages in the Iliad with commanders such as Agamemnon or Nestor discussing the arraying of troops so as to gain an advantage. Indeed, the Trojan War is won by a notorious example of Greek guile in the Trojan Horse. This is even later referred to by Homer in the Odyssey. The connection, in this case, between guileful tactics of the Greeks in the Iliad and those of the later Greeks is not a difficult one to find. Spartan commanders, often seen as the pinnacle of Greek military prowess, were known for their tactical trickery, and, for them, this was a feat to be desired in a commander. Indeed, this type of leadership was the standard advice of Greek tactical writers.[57]:240
|
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Ultimately, while Homeric (or epic) fighting is certainly not completely replicated in later Greek warfare, many of its ideals, tactics, and instruction are.[57]
|
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+
|
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+
Hans van Wees argues that the period that the descriptions of warfare relate can be pinned down fairly specifically—to the first half of the 7th century BC.[61]
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The Iliad was a standard work of great importance already in Classical Greece and remained so throughout the Hellenistic and Byzantine periods. Subjects from the Trojan War were a favourite among ancient Greek dramatists. Aeschylus' trilogy, the Oresteia, comprising Agamemnon, The Libation Bearers, and The Eumenides, follows the story of Agamemnon after his return from the war. Homer also came to be of great influence in European culture with the resurgence of interest in Greek antiquity during the Renaissance, and it remains the first and most influential work of the Western canon. In its full form the text made its return to Italy and Western Europe beginning in the 15th century, primarily through translations into Latin and the vernacular languages.
|
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|
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Prior to this reintroduction, however, a shortened Latin version of the poem, known as the Ilias Latina, was very widely studied and read as a basic school text. The West tended to view Homer as unreliable as they believed they possessed much more down to earth and realistic eyewitness accounts of the Trojan War written by Dares and Dictys Cretensis, who were supposedly present at the events. These late antique forged accounts formed the basis of several eminently popular medieval chivalric romances, most notably those of Benoît de Sainte-Maure and Guido delle Colonne. These in turn spawned many others in various European languages, such as the first printed English book, the 1473 Recuyell of the Historyes of Troye. Other accounts read in the Middle Ages were antique Latin retellings such as the Excidium Troiae and works in the vernaculars such as the Icelandic Troy Saga. Even without Homer, the Trojan War story had remained central to Western European medieval literary culture and its sense of identity. Most nations and several royal houses traced their origins to heroes at the Trojan War. Britain was supposedly settled by the Trojan Brutus, for instance.[citation needed]
|
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+
|
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+
William Shakespeare used the plot of the Iliad as source material for his play Troilus and Cressida, but focused on a medieval legend, the love story of Troilus, son of King Priam of Troy, and Cressida, daughter of the Trojan soothsayer Calchas. The play, often considered to be a comedy, reverses traditional views on events of the Trojan War and depicts Achilles as a coward, Ajax as a dull, unthinking mercenary, etc.
|
276 |
+
|
277 |
+
William Theed the elder made an impressive bronze statue of Thetis as she brought Achilles his new armor forged by Hephaesthus. It has been on display in the Metropolitan Museum of Art in New York City since 2013.
|
278 |
+
|
279 |
+
Robert Browning's poem Development discusses his childhood introduction to the matter of the Iliad and his delight in the epic, as well as contemporary debates about its authorship.
|
280 |
+
|
281 |
+
According to Suleyman al-Boustani, a 19th-century poet who made the first Arabic translation of the Iliad to Arabic, the epic may have been widely circulated in Syriac and Pahlavi translations during the early Middle Ages. Al-Boustani credits Theophilus of Edessa with the Syriac translation, which was supposedly (along with the Greek original) widely read or heard by the scholars of Baghdad in the prime of the Abbasid Caliphate, although those scholars never took the effort to translate it to the official language of the empire; Arabic. The Iliad was also the first full epic poem to be translated to Arabic from a foreign language, upon the publication of Al-Boustani's complete work in 1904.[62]
|
282 |
+
|
283 |
+
George Chapman published his translation of the Iliad, in installments, beginning in 1598, published in "fourteeners", a long-line ballad metre that "has room for all of Homer's figures of speech and plenty of new ones, as well as explanations in parentheses. At its best, as in Achilles' rejection of the embassy in Iliad Nine; it has great rhetorical power."[79]:351 It quickly established itself as a classic in English poetry. In the preface to his own translation, Pope praises "the daring fiery spirit" of Chapman's rendering, which is "something like what one might imagine Homer, himself, would have writ before he arrived at years of discretion."
|
284 |
+
|
285 |
+
John Keats praised Chapman in the sonnet On First Looking into Chapman's Homer (1816). John Ogilby's mid-seventeenth-century translation is among the early annotated editions; Alexander Pope's 1715 translation, in heroic couplet, is "The classic translation that was built on all the preceding versions,"[79]:352 and, like Chapman's, it is a major poetic work in its own right. William Cowper's Miltonic, blank verse 1791 edition is highly regarded for its greater fidelity to the Greek than either the Chapman or the Pope versions: "I have omitted nothing; I have invented nothing," Cowper says in prefacing his translation.
|
286 |
+
|
287 |
+
In the lectures On Translating Homer (1861), Matthew Arnold addresses the matters of translation and interpretation in rendering the Iliad to English; commenting upon the versions contemporarily available in 1861, he identifies the four essential poetic qualities of Homer to which the translator must do justice:
|
288 |
+
|
289 |
+
[i] that he is eminently rapid; [ii] that he is eminently plain and direct, both in the evolution of his thought and in the expression of it, that is, both in his syntax and in his words; [iii] that he is eminently plain and direct in the substance of his thought, that is, in his matter and ideas; and, finally, [iv] that he is eminently noble.
|
290 |
+
|
291 |
+
After a discussion of the metres employed by previous translators, Arnold argues for a poetical dialect hexameter translation of the Iliad, like the original. "Laborious as this meter was, there were at least half a dozen attempts to translate the entire Iliad or Odyssey in hexameters; the last in 1945. Perhaps the most fluent of them was by J. Henry Dart [1862] in response to Arnold."[79]:354 In 1870, the American poet William Cullen Bryant published a blank verse version, that Van Wyck Brooks describes as "simple, faithful."
|
292 |
+
|
293 |
+
An 1898 translation by Samuel Butler was published by Longmans. Butler had read Classics at Cambridge University, graduating during 1859.[80]
|
294 |
+
|
295 |
+
Since 1950, there have been several English translations. Richmond Lattimore's version (1951) is "a free six-beat" line-for-line rendering that explicitly eschews "poetical dialect" for "the plain English of today." It is literal, unlike older verse renderings. Robert Fitzgerald's version (Oxford World's Classics, 1974) strives to situate the Iliad in the musical forms of English poetry. His forceful version is freer, with shorter lines that increase the sense of swiftness and energy. Robert Fagles (Penguin Classics, 1990) and Stanley Lombardo (1997) are bolder than Lattimore in adding dramatic significance to Homer's conventional and formulaic language. Rodney Merrill's translation (University of Michigan Press, 2007) not only renders the work in English verse like the dactylic hexameter of the original, but also conveys the oral-formulaic nature of the epic song, to which that musical meter gives full value. Barry B. Powell's translation (Oxford University Press, 2014) renders the Homeric Greek with a simplicity and dignity reminiscent of the original.
|
296 |
+
|
297 |
+
Caroline Alexander published the first full-length English translation by a woman in 2015.[81]
|
298 |
+
|
299 |
+
There are more than 2000 manuscripts of Homer.[82][83] Some of the most notable manuscripts include:
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1 |
+
Setting: Troy (modern Hisarlik, Turkey)
|
2 |
+
Period: Bronze Age
|
3 |
+
Traditional dating: c. 1194–1184 BC
|
4 |
+
Modern dating: c. 1260–1180 BC
|
5 |
+
Outcome: Greek victory, destruction of Troy
|
6 |
+
|
7 |
+
Caused the war:
|
8 |
+
|
9 |
+
On the Greek side:
|
10 |
+
|
11 |
+
On the Trojan side:
|
12 |
+
|
13 |
+
The Iliad (/ˈɪliəd/;[1] Ancient Greek: Ἰλιάς, Iliás, Attic Greek pronunciation: [iː.li.ás]; sometimes referred to as the Song of Ilion or Song of Ilium) is an ancient Greek epic poem in dactylic hexameter, traditionally attributed to Homer. Set during the Trojan War, the ten-year siege of the city of Troy (Ilium) by a coalition of Greek states, it tells of the battles and events during the weeks of a quarrel between King Agamemnon and the warrior Achilles.
|
14 |
+
|
15 |
+
Although the story covers only a few weeks in the final year of the war, the Iliad mentions or alludes to many of the Greek legends about the siege; the earlier events, such as the gathering of warriors for the siege, the cause of the war, and related concerns tend to appear near the beginning. Then the epic narrative takes up events prophesied for the future, such as Achilles' imminent death and the fall of Troy, although the narrative ends before these events take place. However, as these events are prefigured and alluded to more and more vividly, when it reaches an end the poem has told a more or less complete tale of the Trojan War.
|
16 |
+
|
17 |
+
The Iliad is paired with something of a sequel, the Odyssey, also attributed to Homer. Along with the Odyssey, the Iliad is among the oldest extant works of Western literature, and its written version is usually dated to around the 8th century BC.[2] In the modern vulgate (the standard accepted version), the Iliad contains 15,693 lines; it is written in Homeric Greek, a literary amalgam of Ionic Greek and other dialects.
|
18 |
+
|
19 |
+
(1) After an invocation to the Muses, the story launches in medias res towards the end of the Trojan War between the Trojans and the besieging Greeks. Chryses, a Trojan priest of Apollo, offers the Greeks wealth for the return of his daughter Chryseis, held captive by Agamemnon, the Greek leader. Although most of the Greek army is in favour of the offer, Agamemnon refuses. Chryses prays for Apollo's help, and Apollo causes a plague to afflict the Greek army.
|
20 |
+
|
21 |
+
After nine days of plague, Achilles, the leader of the Myrmidon contingent, calls an assembly to deal with the problem. Under pressure, Agamemnon agrees to return Chryseis to her father, but decides to take Achilles' captive, Briseis, as compensation. Achilles furiously declares that he and his men will no longer fight for Agamemnon and will go home. Odysseus takes a ship and returns Chryseis to her father, whereupon Apollo ends the plague.
|
22 |
+
|
23 |
+
In the meantime, Agamemnon's messengers take Briseis away. Achilles becomes very upset, sits by the seashore, and prays to his mother, Thetis.[3] Achilles asks his mother to ask Zeus to bring the Greeks to the breaking point by the Trojans, so Agamemnon will realize how much the Greeks need Achilles. Thetis does so, and Zeus agrees.
|
24 |
+
|
25 |
+
(2) Zeus sends a dream to Agamemnon, urging him to attack Troy. Agamemnon heeds the dream but first decides to test the Greek army's morale, by telling them to go home. The plan backfires, and only the intervention of Odysseus, inspired by Athena, stops a rout.
|
26 |
+
|
27 |
+
Odysseus confronts and beats Thersites, a common soldier who voices discontent about fighting Agamemnon's war. After a meal, the Greeks deploy in companies upon the Trojan plain. The poet takes the opportunity to describe the provenance of each Greek contingent.
|
28 |
+
|
29 |
+
When news of the Greek deployment reaches King Priam, the Trojans respond in a sortie upon the plain. In a list similar to that for the Greeks, the poet describes the Trojans and their allies.
|
30 |
+
|
31 |
+
(3) The armies approach each other, but before they meet, Paris offers to end the war by fighting a duel with Menelaus, urged by his brother and head of the Trojan army, Hector. The initial cause of the entire war is alluded to here, when Helen is said to be "embroidering the struggles between Trojans and Greeks, that Ares had made them fight for her sake." This allusion is then made definitive at the paragraph's close, when Helen is told that Paris and "Menelaus are going to fight about yourself, and you are to be the wife of him who is the victor." Both sides swear a truce and promise to abide by the outcome of the duel. Paris is beaten, but Aphrodite rescues him and leads him to bed with Helen before Menelaus can kill him.
|
32 |
+
|
33 |
+
(4) Pressured by Hera's hatred of Troy, Zeus arranges for the Trojan Pandaros to break the truce by wounding Menelaus with an arrow. Agamemnon rouses the Greeks, and battle is joined.
|
34 |
+
|
35 |
+
(5) In the fighting, Diomedes kills many Trojans, including Pandaros, and defeats Aeneas, whom Aphrodite rescues, but Diomedes attacks and wounds the goddess. Apollo faces Diomedes and warns him against warring with gods. Many heroes and commanders join in, including Hector, and the gods supporting each side try to influence the battle. Emboldened by Athena, Diomedes wounds Ares and puts him out of action.
|
36 |
+
|
37 |
+
(6) Hector rallies the Trojans and prevents a rout; the Greek Diomedes and the Trojan Glaukos find common ground and exchange unequal gifts. Hector enters the city, urges prayers and sacrifices, incites Paris to battle, bids his wife Andromache and son Astyanax farewell on the city walls, and rejoins the battle.
|
38 |
+
|
39 |
+
(7) Hector duels with Ajax, but nightfall interrupts the fight, and both sides retire. The Greeks agree to burn their dead, and build a wall to protect their ships and camp, while the Trojans quarrel about returning Helen. Paris offers to return the treasure he took and give further wealth as compensation, but not Helen, and the offer is refused.
|
40 |
+
A day's truce is agreed for burning the dead, during which the Greeks also build their wall and a trench.
|
41 |
+
|
42 |
+
(8) The next morning, Zeus prohibits the gods from interfering, and fighting begins anew. The Trojans prevail and force the Greeks back to their wall, while Hera and Athena are forbidden to help. Night falls before the Trojans can assail the Greek wall. They camp in the field to attack at first light, and their watchfires light the plain like stars.
|
43 |
+
|
44 |
+
(9) Meanwhile, the Greeks are desperate. Agamemnon admits his error, and sends an embassy composed of Odysseus, Ajax, Phoenix, and two heralds to offer Briseis and extensive gifts to Achilles, who has been camped next to his ships throughout, if only he will return to the fighting. Achilles and his companion Patroclus receive the embassy well, but Achilles angrily refuses Agamemnon's offer and declares that he would only return to battle if the Trojans reached his ships and threatened them with fire. The embassy returns empty-handed.
|
45 |
+
|
46 |
+
(10) Later that night, Odysseus and Diomedes venture out to the Trojan lines, kill the Trojan Dolon, and wreak havoc in the camps of some Thracian allies of Troy's.
|
47 |
+
|
48 |
+
(11) In the morning, the fighting is fierce, and Agamemnon, Diomedes, and Odysseus are all wounded. Achilles sends Patroclus from his camp to inquire about the Greek casualties, and while there Patroclus is moved to pity by a speech of Nestor's.
|
49 |
+
|
50 |
+
(12) The Trojans attack the Greek wall on foot. Hector, ignoring an omen, leads the terrible fighting. The Greeks are overwhelmed and routed, the wall's gate is broken, and Hector charges in.
|
51 |
+
|
52 |
+
(13) Many fall on both sides. The Trojan seer Polydamas urges Hector to fall back and warns him about Achilles, but is ignored.
|
53 |
+
|
54 |
+
(14) Hera seduces Zeus and lures him to sleep, allowing Poseidon to help the Greeks, and the Trojans are driven back onto the plain.
|
55 |
+
|
56 |
+
(15) Zeus awakes and is enraged by Poseidon's intervention. Against the mounting discontent of the Greek-supporting gods, Zeus sends Apollo to aid the Trojans, who once again breach the wall, and the battle reaches the ships.
|
57 |
+
|
58 |
+
(16) Patroclus cannot stand to watch any longer and begs Achilles to be allowed to defend the ships. Achilles relents and lends Patroclus his armor, but sends him off with a stern admonition not to pursue the Trojans, lest he take Achilles' glory. Patroclus leads the Myrmidons into battle and arrives as the Trojans set fire to the first ships. The Trojans are routed by the sudden onslaught, and Patroclus begins his assault by killing Zeus's son Sarpedon, a leading ally of the Trojans. Patroclus, ignoring Achilles' command, pursues and reaches the gates of Troy, where Apollo himself stops him. Patroclus is set upon by Apollo and Euphorbos, and is finally killed by Hector.
|
59 |
+
|
60 |
+
(17) Hector takes Achilles' armor from the fallen Patroclus, but fighting develops around Patroclus' body.
|
61 |
+
|
62 |
+
(18) Achilles is mad with grief when he hears of Patroclus' death and vows to take vengeance on Hector; his mother Thetis grieves, too, knowing that Achilles is fated to die young if he kills Hector. Achilles is urged to help retrieve Patroclus' body but has no armour. Bathed in a brilliant radiance by Athena, Achilles stands next to the Greek wall and roars in rage. The Trojans are dismayed by his appearance, and the Greeks manage to bear Patroclus' body away. Polydamas urges Hector again to withdraw into the city; again Hector refuses, and the Trojans camp on the plain at nightfall. Patroclus is mourned. Meanwhile, at Thetis' request, Hephaestus fashions a new set of armor for Achilles, including a magnificently wrought shield.
|
63 |
+
|
64 |
+
(19) In the morning, Agamemnon gives Achilles all the promised gifts, including Briseis, but Achilles is indifferent to them. Achilles fasts while the Greeks take their meal, straps on his new armor, and takes up his great spear. His horse Xanthos prophesies to Achilles his death. Achilles drives his chariot into battle.
|
65 |
+
|
66 |
+
(20) Zeus lifts the ban on the gods' interference, and the gods freely help both sides. Achilles, burning with rage and grief, slays many.
|
67 |
+
|
68 |
+
(21) Driving the Trojans before him, Achilles cuts off half their number in the river Skamandros and proceeds to slaughter them, filling the river with the dead. The river, angry at the killing, confronts Achilles but is beaten back by Hephaestus' firestorm. The gods fight among themselves. The great gates of the city are opened to receive the fleeing Trojans, and Apollo leads Achilles away from the city by pretending to be a Trojan.
|
69 |
+
|
70 |
+
(22) When Apollo reveals himself to Achilles, the Trojans have retreated into the city, all except for Hector, who, having twice ignored the counsels of Polydamas, feels the shame of the rout and resolves to face Achilles, despite the pleas of his parents, Priam and Hecuba. When Achilles approaches, Hector's will fails him, and he is chased around the city by Achilles. Finally, Athena tricks him into stopping, and he turns to face his opponent. After a brief duel, Achilles stabs Hector through the neck. Before dying, Hector reminds Achilles that he, too, is fated to die in the war. Achilles takes Hector's body and dishonours it by dragging it behind his chariot.
|
71 |
+
|
72 |
+
(23) The ghost of Patroclus comes to Achilles in a dream, urging him to carry out his burial rites and to arrange for their bones to be entombed together. The Greeks hold a day of funeral games, and Achilles gives out the prizes.
|
73 |
+
|
74 |
+
(24) Dismayed by Achilles' continued abuse of Hector's body, Zeus decides that it must be returned to Priam. Led by Hermes, Priam takes a wagon out of Troy, across the plains, and into the Greek camp unnoticed. He clasps Achilles by the knees and begs for his son's body. Achilles is moved to tears, and the two lament their losses in the war. After a meal, Priam carries Hector's body back into Troy. Hector is buried, and the city mourns.
|
75 |
+
|
76 |
+
The many characters of the Iliad are catalogued; the latter half of Book II, the "Catalogue of Ships", lists commanders and cohorts; battle scenes feature quickly slain minor characters.
|
77 |
+
|
78 |
+
Much debate has surrounded the nature of the relationship of Achilles and Patroclus, as to whether it can be described as a homoerotic one or not. Some Classical and Hellenistic Athenian scholars perceived it as pederastic,[i] while others perceived it as a platonic warrior-bond.[5]
|
79 |
+
|
80 |
+
In the literary Trojan War of the Iliad, the Olympian gods, goddesses, and minor deities fight among themselves and participate in human warfare, often by interfering with humans to counter other gods. Unlike their portrayals in Greek religion, Homer's portrayal of gods suited his narrative purpose. The gods in traditional thought of fourth-century Athenians were not spoken of in terms familiar to us from Homer.[7] The Classical-era historian Herodotus says that Homer and Hesiod, his contemporary, were the first writers to name and describe the gods' appearance and character.[8]
|
81 |
+
|
82 |
+
Mary Lefkowitz (2003)[9] discusses the relevance of divine action in the Iliad, attempting to answer the question of whether or not divine intervention is a discrete occurrence (for its own sake), or if such godly behaviors are mere human character metaphors. The intellectual interest of Classic-era authors, such as Thucydides and Plato, was limited to their utility as "a way of talking about human life rather than a description or a truth", because, if the gods remain religious figures, rather than human metaphors, their "existence"—without the foundation of either dogma or a bible of faiths—then allowed Greek culture the intellectual breadth and freedom to conjure gods fitting any religious function they required as a people.[9][10] The religion had no founder and was not the creation of an inspired teacher which were popular origins of existing religions in the world.[11] The individuals were free to believe what they wanted, as the Greek religion was created out of a consensus of the people. These beliefs coincide to the thoughts about the gods in polytheistic Greek religion. Adkins and Pollard (2020/1998), agree with this by saying, “the early Greeks personalized every aspect of their world, natural and cultural, and their experiences in it. The earth, the sea, the mountains, the rivers, custom-law (themis), and one’s share in society and its goods were all seen in personal as well as naturalistic terms.”[12] As a result of this thinking, each god or goddess in Polytheistic Greek religion is attributed to an aspect of the human world. For example, Poseidon is the god of the sea, Aphrodite is the goddess of beauty, Ares is the god of war, and so on and so forth for many other gods. This is how Greek culture was defined as many Athenians felt the presence of their gods through divine intervention in significant events in their lives. Oftentimes they found these events to be mysterious and inexplicable.[7]
|
83 |
+
|
84 |
+
Psychologist Julian Jaynes (1976)[13] uses the Iliad as a major piece of evidence for his theory of the Bicameral Mind, which posits that until about the time described in the Iliad, humans had a far different mentality from present day humans. He says that humans during that time were lacking what we today call consciousness. He suggests that humans heard and obeyed commands from what they identified as gods, until the change in human mentality that incorporated the motivating force into the conscious self. He points out that almost every action in the Iliad is directed, caused, or influenced by a god, and that earlier translations show an astonishing lack of words suggesting thought, planning, or introspection. Those that do appear, he argues, are misinterpretations made by translators imposing a modern mentality on the characters.[13]
|
85 |
+
|
86 |
+
Some scholars believe that the gods may have intervened in the mortal world because of quarrels they may have had among each other. Homer interprets the world at this time by using the passion and emotion of the gods to be determining factors of what happens on the human level.[14] An example of one of these relationships in the Iliad occurs between Athena, Hera, and Aphrodite. In the final book of the poem Homer writes, “He offended Athena and Hera—both goddesses.”[15] Athena and Hera are envious of Aphrodite because of a beauty pageant on Mount Olympus in which Paris chose Aphrodite to be the most beautiful goddess over both Hera and Athena. Wolfgang Kullmann further goes on to say, “Hera’s and Athena’s disappointment over the victory of Aphrodite in the Judgement of Paris determines the whole conduct of both goddesses in The Iliad and is the cause of their hatred for Paris, the Judge, and his town Troy.”[14] Hera and Athena then continue to support the Achaean forces throughout the poem because Paris is part of the Trojans, while Aphrodite aids Paris and the Trojans. The emotions between the goddesses often translate to actions they take in the mortal world. For example, in Book 3 of The Iliad, Paris challenges any of the Achaeans to a single combat and Menelaus steps forward. Menelaus was dominating the battle and was on the verge of killing Paris. “Now he’d have hauled him off and won undying glory but Aphrodite, Zeus’s daughter was quick to the mark, snapped the rawhide strap.”[15] Aphrodite intervened out of her own self-interest to save Paris from the wrath of Menelaus because Paris had helped her to win the beauty pageant. The partisanship of Aphrodite towards Paris induces constant intervention by all of the gods, especially to give motivational speeches to their respective proteges, while often appearing in the shape of a human being they are familiar with.[14] This connection of emotions to actions is just one example out of many that occur throughout the poem.[citation needed]
|
87 |
+
|
88 |
+
Fate (κήρ, kēr, 'fated death') propels most of the events of the Iliad. Once set, gods and men abide it, neither truly able nor willing to contest it. How fate is set is unknown, but it is told by the Fates and by Zeus through sending omens to seers such as Calchas. Men and their gods continually speak of heroic acceptance and cowardly avoidance of one's slated fate.[16] Fate does not determine every action, incident, and occurrence, but it does determine the outcome of life—before killing him, Hector calls Patroclus a fool for cowardly avoidance of his fate, by attempting his defeat;[citation needed] Patroclus retorts:
|
89 |
+
[17]
|
90 |
+
|
91 |
+
No, deadly destiny, with the son of Leto, has killed me,
|
92 |
+
and of men it was Euphorbos; you are only my third slayer.
|
93 |
+
And put away in your heart this other thing that I tell you.
|
94 |
+
You yourself are not one who shall live long, but now already
|
95 |
+
death and powerful destiny are standing beside you,
|
96 |
+
to go down under the hands of Aiakos' great son, Achilleus.[18]
|
97 |
+
|
98 |
+
Here, Patroclus alludes to fated death by Hector's hand, and Hector's fated death by Achilles's hand. Each accepts the outcome of his life, yet, no-one knows if the gods can alter fate. The first instance of this doubt occurs in Book XVI. Seeing Patroclus about to kill Sarpedon, his mortal son, Zeus says:
|
99 |
+
|
100 |
+
Ah me, that it is destined that the dearest of men, Sarpedon,
|
101 |
+
must go down under the hands of Menoitios' son Patroclus.[19]
|
102 |
+
|
103 |
+
About his dilemma, Hera asks Zeus:
|
104 |
+
|
105 |
+
Majesty, son of Kronos, what sort of thing have you spoken?
|
106 |
+
Do you wish to bring back a man who is mortal, one long since
|
107 |
+
doomed by his destiny, from ill-sounding death and release him?
|
108 |
+
Do it, then; but not all the rest of us gods shall approve you.[20]
|
109 |
+
|
110 |
+
In deciding between losing a son or abiding fate, Zeus, King of the Gods, allows it. This motif recurs when he considers sparing Hector, whom he loves and respects. This time, it is Athene who challenges him:
|
111 |
+
|
112 |
+
Father of the shining bolt, dark misted, what is this you said?
|
113 |
+
Do you wish to bring back a man who is mortal, one long since
|
114 |
+
doomed by his destiny, from ill-sounding death and release him?
|
115 |
+
Do it, then; but not all the rest of us gods shall approve you.[21]
|
116 |
+
|
117 |
+
Again, Zeus appears capable of altering fate, but does not, deciding instead to abide set outcomes; similarly, fate spares Aeneas, after Apollo convinces the over-matched Trojan to fight Achilles. Poseidon cautiously speaks:
|
118 |
+
|
119 |
+
But come, let us ourselves get him away from death, for fear
|
120 |
+
the son of Kronos may be angered if now Achilleus
|
121 |
+
kills this man. It is destined that he shall be the survivor,
|
122 |
+
that the generation of Dardanos shall not die…[22]
|
123 |
+
|
124 |
+
Divinely aided, Aeneas escapes the wrath of Achilles and survives the Trojan War. Whether or not the gods can alter fate, they do abide it, despite its countering their human allegiances; thus, the mysterious origin of fate is a power beyond the gods. Fate implies the primeval, tripartite division of the world that Zeus, Poseidon, and Hades effected in deposing their father, Cronus, for its dominion. Zeus took the Air and the Sky, Poseidon the Waters, and Hades the Underworld, the land of the dead—yet they share dominion of the Earth. Despite the earthly powers of the Olympic gods, only the Three Fates set the destiny of Man.
|
125 |
+
|
126 |
+
Kleos (κλέος, "glory, fame") is the concept of glory earned in heroic battle.[23] Yet, Achilles must choose only one of the two rewards, either nostos or kleos.[24] In Book IX (IX.410–16), he poignantly tells Agamemnon's envoys—Odysseus, Phoenix, Ajax—begging his reinstatement to battle about having to choose between two fates (διχθαδίας κήρας, 9.411).[25]
|
127 |
+
|
128 |
+
The passage reads:
|
129 |
+
|
130 |
+
μήτηρ γάρ τέ μέ φησι θεὰ Θέτις ἀργυρόπεζα (410)
|
131 |
+
διχθαδίας κῆρας φερέμεν θανάτοιο τέλος δέ.
|
132 |
+
εἰ μέν κ’ αὖθι μένων Τρώων πόλιν ἀμφιμάχωμαι,
|
133 |
+
ὤλετο μέν μοι νόστος, ἀτὰρ κλέος ἄφθιτον ἔσται
|
134 |
+
εἰ δέ κεν οἴκαδ’ ἵκωμι φίλην ἐς πατρίδα γαῖαν,
|
135 |
+
ὤλετό μοι κλέος ἐσθλόν, ἐπὶ δηρὸν δέ μοι αἰὼν (415)
|
136 |
+
ἔσσεται, οὐδέ κέ μ’ ὦκα τέλος θανάτοιο κιχείη.[26]
|
137 |
+
|
138 |
+
For my mother Thetis the goddess of silver feet tells me
|
139 |
+
I carry two sorts of destiny toward the day of my death. Either,
|
140 |
+
if I stay here and fight beside the city of the Trojans,
|
141 |
+
my return home is gone, but my glory shall be everlasting;
|
142 |
+
but if I return home to the beloved land of my fathers,
|
143 |
+
the excellence of my glory is gone, but there will be a long life
|
144 |
+
left for me, and my end in death will not come to me quickly.[27]
|
145 |
+
|
146 |
+
In forgoing his nostos, he will earn the greater reward of kleos aphthiton (κλέος ἄφθιτον, "fame imperishable").[25] In the poem, aphthiton (ἄφθιτον, "imperishable") occurs five other times,[28] each occurrence denotes an object: Agamemnon's sceptre, the wheel of Hebe's chariot, the house of Poseidon, the throne of Zeus, the house of Hephaestus. Translator Lattimore renders kleos aphthiton as forever immortal and as forever imperishable—connoting Achilles's mortality by underscoring his greater reward in returning to battle Troy.
|
147 |
+
|
148 |
+
Kleos is often given visible representation by the prizes won in battle. When Agamemnon takes Briseis from Achilles, he takes away a portion of the kleos he had earned.
|
149 |
+
|
150 |
+
Achilles' shield, crafted by Hephaestus and given to him by his mother Thetis, bears an image of stars in the centre. The stars conjure profound images of the place of a single man, no matter how heroic, in the perspective of the entire cosmos.
|
151 |
+
|
152 |
+
Nostos (νόστος, "homecoming") occurs seven times in the poem,[29] making it a minor theme in the Iliad itself. Yet the concept of homecoming is much explored in other Ancient Greek literature, especially in the post-war homeward fortunes experienced by the Atreidae (Agamemnon and Menelaus), and Odysseus (see the Odyssey).
|
153 |
+
|
154 |
+
Pride drives the plot of the Iliad. The Greeks gather on the plain of Troy to wrest Helen from the Trojans. Though the majority of the Trojans would gladly return Helen to the Greeks, they defer to the pride of their prince, Alexandros, also known as Paris. Within this frame, Homer's work begins. At the start of the Iliad, Agamemnon's pride sets forth a chain of events that leads him to take from Achilles, Briseis, the girl that he had originally given Achilles in return for his martial prowess. Due to this slight, Achilles refuses to fight and asks his mother, Thetis, to make sure that Zeus causes the Greeks to suffer on the battlefield until Agamemnon comes to realize the harm he has done to Achilles. Achilles’ pride allows him to beg Thetis for the deaths of his Greek friends and countrymen. When in Book 9 his friends urge him to return, offering him loot and his girl, Briseis, he refuses, stuck in his vengeful pride. Achilles remains stuck until the very end, when his anger at himself for Patroclus’ death overcomes his pride at Agamemnon's slight and he returns to kill Hector. He overcomes his pride again when he keeps his anger in check and returns Hector to Priam at epic's close. From epic start to epic finish, pride drives the plot.[ii][30]
|
155 |
+
|
156 |
+
Akin to kleos is timê (τιμή, "respect, honor"), the concept denoting the respectability an honorable man accrues with accomplishment (cultural, political, martial), per his station in life. In Book I, the Greek troubles begin with King Agamemnon's dishonorable, unkingly behavior—first, by threatening the priest Chryses (1.11), then, by aggravating them in disrespecting Achilles, by confiscating Briseis from him (1.171). The warrior's consequent rancor against the dishonorable king ruins the Greek military cause.
|
157 |
+
|
158 |
+
Hybris (Ὕβρις) plays a part similar to timê. The epic takes as its thesis the anger of Achilles and the destruction it brings. Anger disturbs the distance between human beings and the gods. Uncontrolled anger destroys orderly social relationships and upsets the balance of correct actions necessary to keep the gods away from human beings. (footnote Thompson). Despite the epic's focus on Achilles’ rage, hybris plays a prominent role also, serving as both kindling and fuel for many destructive events. Agamemnon refuses to ransom Chriseis up out of hybris and harms Achilles’ pride when he demands Briseis. Hubris forces Paris to fight against Menelaus. Agamemnon spurs the Greeks to fight, by calling into question Odysseus, Diomedes, and Nestor's pride, asking why they were cowering and waiting for help when they should be the ones leading the charge. While the events of the Iliad focus on the Achilles’ rage and the destruction it brings on, hybris fuels and stokes them both.[31]
|
159 |
+
|
160 |
+
The poem's initial word, μῆνιν (mēnin; acc. μῆνις, mēnis, "wrath," "rage," "fury"), establishes the Iliad's principal theme: The "Wrath of Achilles".[32] His personal rage and wounded soldier's vanity propel the story: the Greeks' faltering in battle, the slayings of Patroclus and Hector, and the fall of Troy. In Book I, the Wrath of Achilles first emerges in the Achilles-convoked meeting, between the Greek kings and the seer Calchas. King Agamemnon dishonours Chryses, the Trojan priest of Apollo, by refusing with a threat the restitution of his daughter, Chryseis—despite the proffered ransom of "gifts beyond count."[33] The insulted priest prays his god's help, and a nine-day rain of divine plague arrows falls upon the Greeks. Moreover, in that meeting, Achilles accuses Agamemnon of being "greediest for gain of all men."[34] To that, Agamemnon replies:
|
161 |
+
|
162 |
+
But here is my threat to you.
|
163 |
+
Even as Phoibos Apollo is taking away my Chryseis.
|
164 |
+
I shall convey her back in my own ship, with my own
|
165 |
+
followers; but I shall take the fair-cheeked Briseis,
|
166 |
+
your prize, I myself going to your shelter, that you may learn well
|
167 |
+
how much greater I am than you, and another man may shrink back
|
168 |
+
from likening himself to me and contending against me.[35]
|
169 |
+
|
170 |
+
After that, only Athena stays Achilles's wrath. He vows to never again obey orders from Agamemnon. Furious, Achilles cries to his mother, Thetis, who persuades Zeus's divine intervention—favouring the Trojans—until Achilles's rights are restored. Meanwhile, Hector leads the Trojans to almost pushing the Greeks back to the sea (Book XII). Later, Agamemnon contemplates defeat and retreat to Greece (Book XIV). Again, the Wrath of Achilles turns the war's tide in seeking vengeance when Hector kills Patroclus. Aggrieved, Achilles tears his hair and dirties his face. Thetis comforts her mourning son, who tells her:
|
171 |
+
|
172 |
+
So it was here that the lord of men Agamemnon angered me.
|
173 |
+
Still, we will let all this be a thing of the past, and for all our
|
174 |
+
sorrow beat down by force the anger deeply within us.
|
175 |
+
Now I shall go, to overtake that killer of a dear life,
|
176 |
+
Hektor; then I will accept my own death, at whatever
|
177 |
+
time Zeus wishes to bring it about, and the other immortals.[36]
|
178 |
+
|
179 |
+
Accepting the prospect of death as fair price for avenging Patroclus, he returns to battle, dooming Hector and Troy, thrice chasing him 'round the Trojan walls, before slaying him, then dragging the corpse behind his chariot, back to camp.
|
180 |
+
|
181 |
+
The poem dates to the archaic period of Classical Antiquity. Scholarly consensus mostly places it in the 8th century BC, although some favour a 7th-century date.[citation needed] In any case, the terminus ante quem for the dating of the Iliad is 630 BC, as evidenced by reflection in art and literature.[37]
|
182 |
+
|
183 |
+
Herodotus, having consulted the Oracle at Dodona, placed Homer and Hesiod at approximately 400 years before his own time, which would place them at c. 850 BC.[38]
|
184 |
+
|
185 |
+
The historical backdrop of the poem is the time of the Late Bronze Age collapse, in the early 12th century BC. Homer is thus separated from his subject matter by about 400 years, the period known as the Greek Dark Ages. Intense scholarly debate has surrounded the question of which portions of the poem preserve genuine traditions from the Mycenaean period. The Catalogue of Ships in particular has the striking feature that its geography does not portray Greece in the Iron Age, the time of Homer, but as it was before the Dorian invasion.
|
186 |
+
|
187 |
+
The title Ἰλιάς (Ilias; gen. Ἰλιάδος, Iliados) is an ellipsis of ἡ ποίησις Ἰλιάς, he poíesis Iliás, meaning "the Trojan poem". Ἰλιάς, 'of Troy', is the specifically feminine adjective form from Ἴλιον, 'Troy'. The masculine adjective form would be Ἰλιακός or Ἴλιος.[39] It is used by Herodotus.[40]
|
188 |
+
|
189 |
+
Venetus A, copied in the 10th century AD, is the oldest fully extant manuscript of the Iliad.[41]
|
190 |
+
The first edition of the "Iliad", editio princeps, edited by Demetrius Chalcondyles and published by Bernardus Nerlius, and Demetrius Damilas in Florence in 1488/89.[42]
|
191 |
+
|
192 |
+
In antiquity, the Greeks applied the Iliad and the Odyssey as the bases of pedagogy. Literature was central to the educational-cultural function of the itinerant rhapsode, who composed consistent epic poems from memory and improvisation, and disseminated them, via song and chant, in his travels and at the Panathenaic Festival of athletics, music, poetics, and sacrifice, celebrating Athena's birthday.[43]
|
193 |
+
|
194 |
+
Originally, Classical scholars treated the Iliad and the Odyssey as written poetry, and Homer as a writer. Yet, by the 1920s, Milman Parry (1902–1935) had launched a movement claiming otherwise. His investigation of the oral Homeric style—"stock epithets" and "reiteration" (words, phrases, stanzas)—established that these formulae were artifacts of oral tradition easily applied to a hexametric line. A two-word stock epithet (e.g. "resourceful Odysseus") reiteration may complement a character name by filling a half-line, thus, freeing the poet to compose a half-line of "original" formulaic text to complete his meaning.[44] In Yugoslavia, Parry and his assistant, Albert Lord (1912–1991), studied the oral-formulaic composition of Serbian oral poetry, yielding the Parry/Lord thesis that established oral tradition studies, later developed by Eric Havelock, Marshall McLuhan, Walter Ong, and Gregory Nagy.
|
195 |
+
|
196 |
+
In The Singer of Tales (1960), Lord presents likenesses between the tragedies of the Greek Patroclus, in the Iliad, and of the Sumerian Enkidu, in the Epic of Gilgamesh, and claims to refute, with "careful analysis of the repetition of thematic patterns", that the Patroclus storyline upsets Homer's established compositional formulae of "wrath, bride-stealing, and rescue"; thus, stock-phrase reiteration does not restrict his originality in fitting story to rhyme.[45] Likewise, James Armstrong (1958)[46] reports that the poem's formulae yield richer meaning because the "arming motif" diction—describing Achilles, Agamemnon, Paris, and Patroclus—serves to "heighten the importance of…an impressive moment," thus, "[reiteration] creates an atmosphere of smoothness," wherein, Homer distinguishes Patroclus from Achilles, and foreshadows the former's death with positive and negative turns of phrase.[47][46]
|
197 |
+
|
198 |
+
In the Iliad, occasional syntactic inconsistency may be an oral tradition effect—for example, Aphrodite is "laughter-loving", despite being painfully wounded by Diomedes (Book V, 375); and the divine representations may mix Mycenaean and Greek Dark Age (c. 1150–800 BC) mythologies, parallelling the hereditary basileis nobles (lower social rank rulers) with minor deities, such as Scamander, et al.[48]
|
199 |
+
|
200 |
+
Despite Mycenae and Troy being maritime powers, the Iliad features no sea battles.[49] So, the Trojan shipwright (of the ship that transported Helen to Troy), Phereclus, fights afoot, as an infantryman.[50] The battle dress and armour of hero and soldier are well-described. They enter battle in chariots, launching javelins into the enemy formations, then dismount—for hand-to-hand combat with yet more javelin throwing, rock throwing, and if necessary hand to hand sword and a shoulder-borne hoplon (shield) fighting.[51] Ajax the Greater, son of Telamon, sports a large, rectangular shield (σάκος, sakos) with which he protects himself and Teucer, his brother:
|
201 |
+
|
202 |
+
Ninth came Teucer, stretching his curved bow.
|
203 |
+
|
204 |
+
He stood beneath the shield of Ajax, son of Telamon.
|
205 |
+
As Ajax cautiously pulled his shield aside,
|
206 |
+
Teucer would peer out quickly, shoot off an arrow,
|
207 |
+
hit someone in the crowd, dropping that soldier
|
208 |
+
right where he stood, ending his life—then he'd duck back,
|
209 |
+
crouching down by Ajax, like a child beside its mother.
|
210 |
+
|
211 |
+
Ajax would then conceal him with his shining shield.[52]
|
212 |
+
|
213 |
+
Ajax's cumbersome shield is more suitable for defence than for offence, while his cousin, Achilles, sports a large, rounded, octagonal shield that he successfully deploys along with his spear against the Trojans:
|
214 |
+
|
215 |
+
Just as a man constructs a wall for some high house,
|
216 |
+
|
217 |
+
using well-fitted stones to keep out forceful winds,
|
218 |
+
that's how close their helmets and bossed shields lined up,
|
219 |
+
shield pressing against shield, helmet against helmet
|
220 |
+
man against man. On the bright ridges of the helmets,
|
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horsehair plumes touched when warriors moved their heads.
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+
|
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That's how close they were to one another.[53]
|
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In describing infantry combat, Homer names the phalanx formation,[54] but most scholars do not believe the historical Trojan War was so fought.[55] In the Bronze Age, the chariot was the main battle transport-weapon (e.g. the Battle of Kadesh). The available evidence, from the Dendra armour and the Pylos Palace paintings, indicate the Mycenaeans used two-man chariots, with a long-spear-armed principal rider, unlike the three-man Hittite chariots with short-spear-armed riders, and unlike the arrow-armed Egyptian and Assyrian two-man chariots. Nestor spearheads his troops with chariots; he advises them:
|
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+
|
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+
In your eagerness to engage the Trojans,
|
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+
|
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+
don't any of you charge ahead of others,
|
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+
trusting in your strength and horsemanship.
|
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And don't lag behind. That will hurt our charge.
|
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Any man whose chariot confronts an enemy's
|
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should thrust with his spear at him from there.
|
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That's the most effective tactic, the way
|
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men wiped out city strongholds long ago —
|
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+
|
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+
their chests full of that style and spirit.[56]
|
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+
|
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Although Homer's depictions are graphic, it can be seen in the very end that victory in war is a far more somber occasion, where all that is lost becomes apparent. On the other hand, the funeral games are lively, for the dead man's life is celebrated. This overall depiction of war runs contrary to many other[citation needed] ancient Greek depictions, where war is an aspiration for greater glory.
|
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+
|
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While the Homeric poems (particularly, the Iliad) were not necessarily revered scripture of the ancient Greeks, they were most certainly seen as guides that were important to the intellectual understanding of any educated Greek citizen. This is evidenced by the fact that in the late fifth century BC, "it was the sign of a man of standing to be able to recite the Iliad and Odyssey by heart."[57]:36 Moreover, it can be argued that the warfare shown in the Iliad, and the way in which it was depicted, had a profound and very traceable effect on Greek warfare in general. In particular, the effect of epic literature can be broken down into three categories: tactics, ideology, and the mindset of commanders. In order to discern these effects, it is necessary to take a look at a few examples from each of these categories.
|
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|
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Much of the detailed fighting in the Iliad is done by the heroes in an orderly, one-on-one fashion. Much like the Odyssey, there is even a set ritual which must be observed in each of these conflicts. For example, a major hero may encounter a lesser hero from the opposing side, in which case the minor hero is introduced, threats may be exchanged, and then the minor hero is slain. The victor often strips the body of its armor and military accoutrements.[57]:22–3 Here is an example of this ritual and this type of one-on-one combat in the Iliad:
|
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|
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There Telamonian Ajax struck down the son of Anthemion,
|
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+
Simoeisios in his stripling's beauty, whom once his mother
|
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descending from Ida bore beside the banks of Simoeis
|
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+
when she had followed her father and mother to tend the
|
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sheepflocks.
|
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Therefore they called him Simoeisios; but he could not
|
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render again the care of his dear parents; he was short-lived,
|
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beaten down beneath the spear of high-hearted Ajax,
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who struck him as he first came forward beside the nipple
|
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of the right breast, and the bronze spearhead drove clean
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through the shoulder.[58]
|
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+
|
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The biggest issue in reconciling the connection between the epic fighting of the Iliad and later Greek warfare is the phalanx, or hoplite, warfare seen in Greek history well after Homer's Iliad. While there are discussions of soldiers arrayed in semblances of the phalanx throughout the Iliad, the focus of the poem on the heroic fighting, as mentioned above, would seem to contradict the tactics of the phalanx. However, the phalanx did have its heroic aspects. The masculine one-on-one fighting of epic is manifested in phalanx fighting on the emphasis of holding one's position in formation. This replaces the singular heroic competition found in the Iliad.[57]:51
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One example of this is the Spartan tale of 300 picked men fighting against 300 picked Argives. In this battle of champions, only two men are left standing for the Argives and one for the Spartans. Othryades, the remaining Spartan, goes back to stand in his formation with mortal wounds while the remaining two Argives go back to Argos to report their victory. Thus, the Spartans claimed this as a victory, as their last man displayed the ultimate feat of bravery by maintaining his position in the phalanx.[59]
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In terms of the ideology of commanders in later Greek history, the Iliad has an interesting effect. The Iliad expresses a definite disdain for tactical trickery, when Hector says, before he challenges the great Ajax:
|
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+
|
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I know how to storm my way into the struggle of flying horses; I know how to tread the measures on the grim floor of the war god. Yet great as you are I would not strike you by stealth, watching for my chance, but openly, so, if perhaps I might hit you.[60]
|
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+
|
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However, despite examples of disdain for this tactical trickery, there is reason to believe that the Iliad, as well as later Greek warfare, endorsed tactical genius on the part of their commanders. For example, there are multiple passages in the Iliad with commanders such as Agamemnon or Nestor discussing the arraying of troops so as to gain an advantage. Indeed, the Trojan War is won by a notorious example of Greek guile in the Trojan Horse. This is even later referred to by Homer in the Odyssey. The connection, in this case, between guileful tactics of the Greeks in the Iliad and those of the later Greeks is not a difficult one to find. Spartan commanders, often seen as the pinnacle of Greek military prowess, were known for their tactical trickery, and, for them, this was a feat to be desired in a commander. Indeed, this type of leadership was the standard advice of Greek tactical writers.[57]:240
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Ultimately, while Homeric (or epic) fighting is certainly not completely replicated in later Greek warfare, many of its ideals, tactics, and instruction are.[57]
|
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Hans van Wees argues that the period that the descriptions of warfare relate can be pinned down fairly specifically—to the first half of the 7th century BC.[61]
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The Iliad was a standard work of great importance already in Classical Greece and remained so throughout the Hellenistic and Byzantine periods. Subjects from the Trojan War were a favourite among ancient Greek dramatists. Aeschylus' trilogy, the Oresteia, comprising Agamemnon, The Libation Bearers, and The Eumenides, follows the story of Agamemnon after his return from the war. Homer also came to be of great influence in European culture with the resurgence of interest in Greek antiquity during the Renaissance, and it remains the first and most influential work of the Western canon. In its full form the text made its return to Italy and Western Europe beginning in the 15th century, primarily through translations into Latin and the vernacular languages.
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Prior to this reintroduction, however, a shortened Latin version of the poem, known as the Ilias Latina, was very widely studied and read as a basic school text. The West tended to view Homer as unreliable as they believed they possessed much more down to earth and realistic eyewitness accounts of the Trojan War written by Dares and Dictys Cretensis, who were supposedly present at the events. These late antique forged accounts formed the basis of several eminently popular medieval chivalric romances, most notably those of Benoît de Sainte-Maure and Guido delle Colonne. These in turn spawned many others in various European languages, such as the first printed English book, the 1473 Recuyell of the Historyes of Troye. Other accounts read in the Middle Ages were antique Latin retellings such as the Excidium Troiae and works in the vernaculars such as the Icelandic Troy Saga. Even without Homer, the Trojan War story had remained central to Western European medieval literary culture and its sense of identity. Most nations and several royal houses traced their origins to heroes at the Trojan War. Britain was supposedly settled by the Trojan Brutus, for instance.[citation needed]
|
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William Shakespeare used the plot of the Iliad as source material for his play Troilus and Cressida, but focused on a medieval legend, the love story of Troilus, son of King Priam of Troy, and Cressida, daughter of the Trojan soothsayer Calchas. The play, often considered to be a comedy, reverses traditional views on events of the Trojan War and depicts Achilles as a coward, Ajax as a dull, unthinking mercenary, etc.
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William Theed the elder made an impressive bronze statue of Thetis as she brought Achilles his new armor forged by Hephaesthus. It has been on display in the Metropolitan Museum of Art in New York City since 2013.
|
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+
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Robert Browning's poem Development discusses his childhood introduction to the matter of the Iliad and his delight in the epic, as well as contemporary debates about its authorship.
|
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+
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According to Suleyman al-Boustani, a 19th-century poet who made the first Arabic translation of the Iliad to Arabic, the epic may have been widely circulated in Syriac and Pahlavi translations during the early Middle Ages. Al-Boustani credits Theophilus of Edessa with the Syriac translation, which was supposedly (along with the Greek original) widely read or heard by the scholars of Baghdad in the prime of the Abbasid Caliphate, although those scholars never took the effort to translate it to the official language of the empire; Arabic. The Iliad was also the first full epic poem to be translated to Arabic from a foreign language, upon the publication of Al-Boustani's complete work in 1904.[62]
|
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George Chapman published his translation of the Iliad, in installments, beginning in 1598, published in "fourteeners", a long-line ballad metre that "has room for all of Homer's figures of speech and plenty of new ones, as well as explanations in parentheses. At its best, as in Achilles' rejection of the embassy in Iliad Nine; it has great rhetorical power."[79]:351 It quickly established itself as a classic in English poetry. In the preface to his own translation, Pope praises "the daring fiery spirit" of Chapman's rendering, which is "something like what one might imagine Homer, himself, would have writ before he arrived at years of discretion."
|
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John Keats praised Chapman in the sonnet On First Looking into Chapman's Homer (1816). John Ogilby's mid-seventeenth-century translation is among the early annotated editions; Alexander Pope's 1715 translation, in heroic couplet, is "The classic translation that was built on all the preceding versions,"[79]:352 and, like Chapman's, it is a major poetic work in its own right. William Cowper's Miltonic, blank verse 1791 edition is highly regarded for its greater fidelity to the Greek than either the Chapman or the Pope versions: "I have omitted nothing; I have invented nothing," Cowper says in prefacing his translation.
|
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+
|
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+
In the lectures On Translating Homer (1861), Matthew Arnold addresses the matters of translation and interpretation in rendering the Iliad to English; commenting upon the versions contemporarily available in 1861, he identifies the four essential poetic qualities of Homer to which the translator must do justice:
|
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|
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[i] that he is eminently rapid; [ii] that he is eminently plain and direct, both in the evolution of his thought and in the expression of it, that is, both in his syntax and in his words; [iii] that he is eminently plain and direct in the substance of his thought, that is, in his matter and ideas; and, finally, [iv] that he is eminently noble.
|
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+
|
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+
After a discussion of the metres employed by previous translators, Arnold argues for a poetical dialect hexameter translation of the Iliad, like the original. "Laborious as this meter was, there were at least half a dozen attempts to translate the entire Iliad or Odyssey in hexameters; the last in 1945. Perhaps the most fluent of them was by J. Henry Dart [1862] in response to Arnold."[79]:354 In 1870, the American poet William Cullen Bryant published a blank verse version, that Van Wyck Brooks describes as "simple, faithful."
|
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|
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+
An 1898 translation by Samuel Butler was published by Longmans. Butler had read Classics at Cambridge University, graduating during 1859.[80]
|
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|
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+
Since 1950, there have been several English translations. Richmond Lattimore's version (1951) is "a free six-beat" line-for-line rendering that explicitly eschews "poetical dialect" for "the plain English of today." It is literal, unlike older verse renderings. Robert Fitzgerald's version (Oxford World's Classics, 1974) strives to situate the Iliad in the musical forms of English poetry. His forceful version is freer, with shorter lines that increase the sense of swiftness and energy. Robert Fagles (Penguin Classics, 1990) and Stanley Lombardo (1997) are bolder than Lattimore in adding dramatic significance to Homer's conventional and formulaic language. Rodney Merrill's translation (University of Michigan Press, 2007) not only renders the work in English verse like the dactylic hexameter of the original, but also conveys the oral-formulaic nature of the epic song, to which that musical meter gives full value. Barry B. Powell's translation (Oxford University Press, 2014) renders the Homeric Greek with a simplicity and dignity reminiscent of the original.
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|
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Caroline Alexander published the first full-length English translation by a woman in 2015.[81]
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|
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There are more than 2000 manuscripts of Homer.[82][83] Some of the most notable manuscripts include:
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Illinois (/ˌɪləˈnɔɪ/ (listen) IL-ə-NOY) is a state in the Midwestern and Great Lakes regions of the United States. It has the fifth largest gross domestic product (GDP),
|
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+
the sixth largest population, and the 25th largest land area of all U.S. states. Illinois has been noted as a microcosm of the entire United States.[7] With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hub. Chicagoland, Chicago's metropolitan area, encompasses about 65% of the state's population. The Port of Chicago connects the state to international ports via two main routes: from the Great Lakes, via the Saint Lawrence Seaway, to the Atlantic Ocean and from the Great Lakes to the Mississippi River, via the Illinois River, through the Illinois Waterway. The Mississippi River, the Ohio River, and the Wabash River form parts of the boundaries of Illinois. For decades, Chicago's O'Hare International Airport has been ranked as one of the world's busiest airports. Illinois has long had a reputation as a bellwether both in social and cultural terms[7] and, through the 1980s, in politics.
|
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|
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The capital of Illinois is Springfield, which is located in the central part of the state. Although today Illinois's largest population center is in its northeast, the state's European population grew first in the west as the French settled lands near the Mississippi River, when the region was known as Illinois Country and was part of New France. Following the American Revolutionary War, American settlers began arriving from Kentucky in the 1780s via the Ohio River, and the population grew from south to north. In 1818, Illinois achieved statehood. Following increased commercial activity in the Great Lakes after the construction of the Erie Canal, Chicago was incorporated in the 1830s on the banks of the Chicago River at one of the few natural harbors on the southern section of Lake Michigan.[8] John Deere's invention of the self-scouring steel plow turned Illinois's rich prairie into some of the world's most productive and valuable farmland, attracting immigrant farmers from Germany and Sweden. The Illinois and Michigan Canal (1848) made transportation between the Great Lakes and the Mississippi River valley faster and cheaper, and new railroads carried immigrants to new homes in the country's west and shipped commodity crops to the nation's east. The state became a transportation hub for the nation.[9]
|
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|
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By 1900, the growth of industrial jobs in the northern cities and coal mining in the central and southern areas attracted immigrants from Eastern and Southern Europe. Illinois was an important manufacturing center during both world wars. The Great Migration from the South established a large community of African Americans in the state, including Chicago, who founded the city's famous jazz and blues cultures.[10][11] Chicago, the center of the Chicago Metropolitan Area, is now recognized as a global city. The most populous metropolitan areas outside the Chicago area include, Metro East (of Greater St. Louis), Peoria and Rockford.
|
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+
|
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Three U.S. presidents have been elected while living in Illinois: Abraham Lincoln, Ulysses S. Grant, and Barack Obama. Additionally, Ronald Reagan, whose political career was based in California, was born and raised in the state. Today, Illinois honors Lincoln with its official state slogan Land of Lincoln, which has been displayed on its license plates since 1954.[12][13] The state is the site of the Abraham Lincoln Presidential Library and Museum in Springfield and the future home of the Barack Obama Presidential Center in Chicago.
|
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+
|
16 |
+
"Illinois" is the modern spelling for the early French Catholic missionaries and explorers' name for the Illinois Native Americans, a name that was spelled in many different ways in the early records.[14]
|
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+
|
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+
American scholars previously thought the name "Illinois" meant "man" or "men" in the Miami-Illinois language, with the original iliniwek transformed via French into Illinois.[15][16] This etymology is not supported by the Illinois language,[citation needed] as the word for "man" is ireniwa, and plural of "man" is ireniwaki. The name Illiniwek has also been said to mean "tribe of superior men",[17] which is a false etymology. The name "Illinois" derives from the Miami-Illinois verb irenwe·wa—"he speaks the regular way". This was taken into the Ojibwe language, perhaps in the Ottawa dialect, and modified into ilinwe· (pluralized as ilinwe·k). The French borrowed these forms, changing the /we/ ending to spell it as -ois, a transliteration for its pronunciation in French of that time. The current spelling form, Illinois, began to appear in the early 1670s, when French colonists had settled in the western area. The Illinois' name for themselves, as attested in all three of the French missionary-period dictionaries of Illinois, was Inoka, of unknown meaning and unrelated to the other terms.[18][19]
|
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|
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American Indians of successive cultures lived along the waterways of the Illinois area for thousands of years before the arrival of Europeans. The Koster Site has been excavated and demonstrates 7,000 years of continuous habitation. Cahokia, the largest regional chiefdom and Urban Center of the Pre-Columbian Mississippian culture, was located near present-day Collinsville, Illinois. They built an urban complex of more than 100 platform and burial mounds, a 50-acre (20 ha) plaza larger than 35 football fields,[20] and a woodhenge of sacred cedar, all in a planned design expressing the culture's cosmology. Monks Mound, the center of the site, is the largest Pre-Columbian structure north of the Valley of Mexico. It is 100 feet (30 m) high, 951 feet (290 m) long, 836 feet (255 m) wide, and covers 13.8 acres (5.6 ha).[21] It contains about 814,000 cubic yards (622,000 m3) of earth.[22] It was topped by a structure thought to have measured about 105 feet (32 m) in length and 48 feet (15 m) in width, covered an area 5,000 square feet (460 m2), and been as much as 50 feet (15 m) high, making its peak 150 feet (46 m) above the level of the plaza. The finely crafted ornaments and tools recovered by archaeologists at Cahokia include elaborate ceramics, finely sculptured stonework, carefully embossed and engraved copper and mica sheets, and one funeral blanket for an important chief fashioned from 20,000 shell beads. These artifacts indicate that Cahokia was truly an urban center, with clustered housing, markets, and specialists in toolmaking, hide dressing, potting, jewelry making, shell engraving, weaving and salt making.[23] The civilization vanished in the 15th century for unknown reasons, but historians and archeologists have speculated that the people depleted the area of resources. Many indigenous tribes engaged in constant warfare. According to Suzanne Austin Alchon, "At one site in the central Illinois River valley, one third of all adults died as a result of violent injuries."[24] The next major power in the region was the Illinois Confederation or Illini, a political alliance.[25] As the Illini declined during the Beaver Wars era, members of the Algonquian-speaking Potawatomi, Miami, Sauk, and other tribes including the Fox (Mesquakie), Ioway, Kickapoo, Mascouten, Piankashaw, Shawnee, Wea, and Winnebago (Ho-Chunk) came into the area from the east and north around the Great Lakes.[26][27]
|
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+
|
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+
French explorers Jacques Marquette and Louis Jolliet explored the Illinois River in 1673. Marquette soon after founded a mission at the Grand Village of the Illinois in Illinois Country. In 1680, French explorers under René-Robert Cavelier, Sieur de La Salle and Henri de Tonti constructed a fort at the site of present-day Peoria, and in 1682, a fort atop Starved Rock in today's Starved Rock State Park. French Empire Canadiens came south to settle particularly along the Mississippi River, and Illinois was part of first New France, and then of La Louisiane until 1763, when it passed to the British with their defeat of France in the Seven Years' War. The small French settlements continued, although many French migrated west to Ste. Genevieve and St. Louis, Missouri, to evade British rule.[29]
|
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+
|
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+
A few British soldiers were posted in Illinois, but few British or American settlers moved there, as the Crown made it part of the territory reserved for Indians west of the Appalachians, and then part of the British Province of Quebec. In 1778, George Rogers Clark claimed Illinois County for Virginia. In a compromise, Virginia (and other states that made various claims) ceded the area to the new United States in the 1780s and it became part of the Northwest Territory, administered by the federal government and later organized as states.[29]
|
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+
|
26 |
+
The Illinois-Wabash Company was an early claimant to much of Illinois. The Illinois Territory was created on February 3, 1809, with its capital at Kaskaskia, an early French settlement.
|
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|
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During the discussions leading up to Illinois's admission to the Union, the proposed northern boundary of the state was moved twice.[30] The original provisions of the Northwest Ordinance had specified a boundary that would have been tangent to the southern tip of Lake Michigan. Such a boundary would have left Illinois with no shoreline on Lake Michigan at all. However, as Indiana had successfully been granted a 10-mile (16 km) northern extension of its boundary to provide it with a usable lakefront, the original bill for Illinois statehood, submitted to Congress on January 23, 1818, stipulated a northern border at the same latitude as Indiana's, which is defined as 10 miles north of the southernmost extremity of Lake Michigan. However, the Illinois delegate, Nathaniel Pope, wanted more, and lobbied to have the boundary moved further north. The final bill passed by Congress included an amendment to shift the border to 42° 30' north, which is approximately 51 miles (82 km) north of the Indiana northern border. This shift added 8,500 square miles (22,000 km2) to the state, including the lead mining region near Galena. More importantly, it added nearly 50 miles of Lake Michigan shoreline and the Chicago River. Pope and others envisioned a canal that would connect the Chicago and Illinois rivers and thus connect the Great Lakes to the Mississippi.
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In 1818, Illinois became the 21st U.S. state. The capital remained at Kaskaskia, headquartered in a small building rented by the state. In 1819, Vandalia became the capital, and over the next 18 years, three separate buildings were built to serve successively as the capitol building. In 1837, the state legislators representing Sangamon County, under the leadership of state representative Abraham Lincoln, succeeded in having the capital moved to Springfield,[31] where a fifth capitol building was constructed. A sixth capitol building was erected in 1867, which continues to serve as the Illinois capitol today.
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Though it was ostensibly a "free state", there was nonetheless slavery in Illinois. The ethnic French had owned black slaves since the 1720s, and American settlers had already brought slaves into the area from Kentucky. Slavery was nominally banned by the Northwest Ordinance, but that was not enforced for those already holding slaves. When Illinois became a sovereign state in 1818, the Ordinance no longer applied, and about 900 slaves were held in the state. As the southern part of the state, later known as "Egypt" or "Little Egypt",[32][33] was largely settled by migrants from the South, the section was hostile to free blacks. Settlers were allowed to bring slaves with them for labor, but, in 1822, state residents voted against making slavery legal. Still, most residents opposed allowing free blacks as permanent residents. Some settlers brought in slaves seasonally or as house servants.[34] The Illinois Constitution of 1848 was written with a provision for exclusionary laws to be passed. In 1853, John A. Logan helped pass a law to prohibit all African Americans, including freedmen, from settling in the state.[35]
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The winter of 1830–1831 is called the "Winter of the Deep Snow"; a sudden, deep snowfall blanketed the state, making travel impossible for the rest of the winter, and many travelers perished. Several severe winters followed, including the "Winter of the Sudden Freeze". On December 20, 1836, a fast-moving cold front passed through, freezing puddles in minutes and killing many travelers who could not reach shelter. The adverse weather resulted in crop failures in the northern part of the state. The southern part of the state shipped food north, and this may have contributed to its name: "Little Egypt", after the Biblical story of Joseph in Egypt supplying grain to his brothers.[36]
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In 1832, the Black Hawk War was fought in Illinois and present-day Wisconsin between the United States and the Sauk, Fox (Meskwaki), and Kickapoo Indian tribes. It represents the end of Indian resistance to white settlement in the Chicago region.[37] The Indians had been forced to leave their homes and move to Iowa in 1831; when they attempted to return, they were attacked and eventually defeated by U.S. militia. The survivors were forced back to Iowa.[38]
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By 1839, the Latter Day Saints had founded a utopian city called Nauvoo. Located in Hancock County along the Mississippi River, Nauvoo flourished, and soon rivaled Chicago for the position of the state's largest city. But in 1844, the Latter Day Saint movement founder Joseph Smith was killed in the Carthage Jail, about 30 miles away from Nauvoo. Following a succession crisis (Latter Day Saints), Brigham Young led most Latter Day Saints out of Illinois in a mass exodus to present-day Utah; after close to six years of rapid development, Nauvoo rapidly declined afterward.
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After it was established in 1833, Chicago gained prominence as a Great Lakes port, and then as an Illinois and Michigan Canal port after 1848, and as a rail hub soon afterward. By 1857, Chicago was Illinois's largest city.[29] With the tremendous growth of mines and factories in the state in the 19th century, Illinois was the ground for the formation of labor unions in the United States.
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In 1847, after lobbying by Dorothea L. Dix, Illinois became one of the first states to establish a system of state-supported treatment of mental illness and disabilities, replacing local almshouses. Dix came into this effort after having met J. O. King, a Jacksonville, Illinois businessman, who invited her to Illinois, where he had been working to build an asylum for the insane. With the lobbying expertise of Dix, plans for the Jacksonville State Hospital (now known as the Jacksonville Developmental Center) were signed into law on March 1, 1847.[39]
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During the American Civil War, Illinois ranked fourth in men who served (more than 250,000) in the Union Army, a figure surpassed by only New York, Pennsylvania, and Ohio. Beginning with President Abraham Lincoln's first call for troops and continuing throughout the war, Illinois mustered 150 infantry regiments, which were numbered from the 7th to the 156th regiments. Seventeen cavalry regiments were also gathered, as well as two light artillery regiments.[40] The town of Cairo, at the southern tip of the state at the confluence of the Mississippi and Ohio Rivers, served as a strategically important supply base and training center for the Union army. For several months, both General Grant and Admiral Foote had headquarters in Cairo.
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During the Civil War, and more so afterwards, Chicago's population skyrocketed, which increased its prominence. The Pullman Strike and Haymarket Riot, in particular, greatly influenced the development of the American labor movement. From Sunday, October 8, 1871, until Tuesday, October 10, 1871, the Great Chicago Fire burned in downtown Chicago, destroying four square miles (10 km2).[41]
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At the turn of the 20th century, Illinois had a population of nearly 5 million. Many people from other parts of the country were attracted to the state by employment caused by the expanding industrial base. Whites were 98% of the state's population.[42] Bolstered by continued immigration from southern and eastern Europe, and by the African-American Great Migration from the South, Illinois grew and emerged as one of the most important states in the union. By the end of the century, the population had reached 12.4 million.
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The Century of Progress World's fair was held at Chicago in 1933. Oil strikes in Marion County and Crawford County led to a boom in 1937, and by 1939, Illinois ranked fourth in U.S. oil production. Illinois manufactured 6.1 percent of total United States military armaments produced during World War II, ranking seventh among the 48 states.[43] Chicago became an ocean port with the opening of the Saint Lawrence Seaway in 1959. The seaway and the Illinois Waterway connected Chicago to both the Mississippi River and the Atlantic Ocean. In 1960, Ray Kroc opened the first McDonald's franchise in Des Plaines (which still exists as a museum, with a working McDonald's across the street).
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Illinois had a prominent role in the emergence of the nuclear age. In 1942, as part of the Manhattan Project, the University of Chicago conducted the first sustained nuclear chain reaction. In 1957, Argonne National Laboratory, near Chicago, activated the first experimental nuclear power generating system in the United States. By 1960, the first privately financed nuclear plant in the United States, Dresden 1, was dedicated near Morris. In 1967, Fermilab, a national nuclear research facility near Batavia, opened a particle accelerator, which was the world's largest for over 40 years. With eleven plants currently operating, Illinois leads all states in the amount of electricity generated from nuclear power.[44][45]
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In 1961, Illinois became the first state in the nation to adopt the recommendation of the American Law Institute and pass a comprehensive criminal code revision that repealed the law against sodomy. The code also abrogated common law crimes and established an age of consent of 18.[46] The state's fourth constitution was adopted in 1970, replacing the 1870 document.[47]
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The first Farm Aid concert was held in Champaign to benefit American farmers, in 1985. The worst upper Mississippi River flood of the century, the Great Flood of 1993, inundated many towns and thousands of acres of farmland.[29]
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On August 28, 2017, Illinois Governor Bruce Rauner signed a bill into law that prohibited state and local police from arresting anyone solely due to their immigration status or due to federal detainers.[48][49] Some fellow Republicans criticized Rauner for his action, claiming the bill made Illinois a sanctuary state.[50]
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Illinois is located in the Midwest region of the United States and is one of the eight states and Ontario, Canada, in the Great Lakes region of North America.
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Illinois's eastern border with Indiana consists of a north–south line at 87° 31′ 30″ west longitude in Lake Michigan at the north, to the Wabash River in the south above Post Vincennes. The Wabash River continues as the eastern/southeastern border with Indiana until the Wabash enters the Ohio River. This marks the beginning of Illinois's southern border with Kentucky, which runs along the northern shoreline of the Ohio River.[51] Most of the western border with Missouri and Iowa is the Mississippi River; Kaskaskia is an exclave of Illinois, lying west of the Mississippi and reachable only from Missouri. The state's northern border with Wisconsin is fixed at 42° 30′ north latitude. The northeastern border of Illinois lies in Lake Michigan, within which Illinois shares a water boundary with the state of Michigan, as well as Wisconsin and Indiana.[26]
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Though Illinois lies entirely in the Interior Plains, it does have some minor variation in its elevation. In extreme northwestern Illinois, the Driftless Area, a region of unglaciated and therefore higher and more rugged topography, occupies a small part of the state. Southern Illinois includes the hilly areas around the Shawnee National Forest.
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Charles Mound, located in the Driftless region, has the state's highest natural elevation above sea level at 1,235 feet (376 m). Other highlands include the Shawnee Hills in the south, and there is varying topography along its rivers; the Illinois River bisects the state northeast to southwest. The floodplain on the Mississippi River from Alton to the Kaskaskia River is known as the American Bottom.
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Illinois has three major geographical divisions. Northern Illinois is dominated by Chicago metropolitan area, or Chicagoland, which is the city of Chicago and its suburbs, and the adjoining exurban area into which the metropolis is expanding. As defined by the federal government, the Chicago metro area includes several counties in Illinois, Indiana, and Wisconsin, and has a population of over 9.8 million. Chicago itself is a cosmopolitan city, densely populated, industrialized, the transportation hub of the nation, and settled by a wide variety of ethnic groups. The city of Rockford, Illinois's third-largest city and center of the state's fourth largest metropolitan area, sits along Interstates 39 and 90 some 75 miles (121 km) northwest of Chicago. The Quad Cities region, located along the Mississippi River in northern Illinois, had a population of 381,342 in 2011.
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The midsection of Illinois is the second major division, called Central Illinois. It is an area of mainly prairie and known as the Heart of Illinois. It is characterized by small towns and medium–small cities. The western section (west of the Illinois River) was originally part of the Military Tract of 1812 and forms the conspicuous western bulge of the state. Agriculture, particularly corn and soybeans, as well as educational institutions and manufacturing centers, figure prominently in Central Illinois. Cities include Peoria; Springfield, the state capital; Quincy; Decatur; Bloomington-Normal; and Champaign-Urbana.[26]
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The third division is Southern Illinois, comprising the area south of U.S. Route 50, including Little Egypt, near the juncture of the Mississippi River and Ohio River. Southern Illinois is the site of the ancient city of Cahokia, as well as the site of the first state capital at Kaskaskia, which today is separated from the rest of the state by the Mississippi River.[26][53] This region has a somewhat warmer winter climate, different variety of crops (including some cotton farming in the past), more rugged topography (due to the area remaining unglaciated during the Illinoian Stage, unlike most of the rest of the state), as well as small-scale oil deposits and coal mining. The Illinois suburbs of St. Louis, such as East St. Louis, are located in this region, and collectively, they are known as the Metro-East. The other somewhat significant concentration of population in Southern Illinois is the Carbondale-Marion-Herrin, Illinois Combined Statistical Area centered on Carbondale and Marion, a two-county area that is home to 123,272 residents.[26] A portion of southeastern Illinois is part of the extended Evansville, Indiana, Metro Area, locally referred to as the Tri-State with Indiana and Kentucky. Seven Illinois counties are in the area.
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In addition to these three, largely latitudinally defined divisions, all of the region outside the Chicago Metropolitan area is often called "downstate" Illinois. This term is flexible, but is generally meant to mean everything outside the influence of the Chicago area. Thus, some cities in Northern Illinois, such as DeKalb, which is west of Chicago, and Rockford—which is actually north of Chicago—are sometimes incorrectly considered to be 'downstate'.
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Illinois has a climate that varies widely throughout the year. Because of its nearly 400-mile distance between its northernmost and southernmost extremes, as well as its mid-continental situation, most of Illinois has a humid continental climate (Köppen climate classification Dfa), with hot, humid summers and cold winters. The southern part of the state, from about Carbondale southward, has a humid subtropical climate (Koppen Cfa), with more moderate winters. Average yearly precipitation for Illinois varies from just over 48 inches (1,219 mm) at the southern tip to around 35 inches (889 mm) in the northern portion of the state. Normal annual snowfall exceeds 38 inches (965 mm) in the Chicago area, while the southern portion of the state normally receives less than 14 inches (356 mm).[54] The all-time high temperature was 117 °F (47 °C), recorded on July 14, 1954, at East St. Louis, and the all-time low temperature was −38 °F (−39 °C), recorded on January 31, 2019, during the January 2019 North American cold wave at a weather station near Mount Carroll,[55][56] and confirmed on March 5, 2019.[57] This followed the previous record of −36 °F (−38 °C) recorded on January 5, 1999, near Congerville.[57] Prior to the Mount Carroll record, a temperature of −37 °F (−38 °C) was recorded on January 15, 2009, at Rochelle, but at a weather station not subjected to the same quality control as official records.[58][59]
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Illinois averages approximately 51 days of thunderstorm activity a year, which ranks somewhat above average in the number of thunderstorm days for the United States. Illinois is vulnerable to tornadoes, with an average of 35 occurring annually, which puts much of the state at around five tornadoes per 10,000 square miles (30,000 km2) annually.[60] While tornadoes are no more powerful in Illinois than other states, some of Tornado Alley's deadliest tornadoes on record have occurred in the state. The Tri-State Tornado of 1925 killed 695 people in three states; 613 of the victims died in Illinois.[61]
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Racial Makeup of Illinois (2018)[71]
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Racial/Ethnic Makeup of Illinois excluding Hispanics from racial categories (2018)[71] NH=Non-Hispanic
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Racial Makeup of Hispanics in Illinois (2018)[71]
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The United States Census Bureau estimates that the population of Illinois was 12,671,821 in 2019, moving from the fifth-largest state to the sixth-largest state (losing out to Pennsylvania). Illinois's population declined by 69,259 people from July 2018 to July 2019, making it the worst decline of any state in the U.S. in raw terms.[72][failed verification] This includes a natural increase since the last census of 462,146 people (i.e., 1,438,187 births minus 976,041 deaths) and an decrease due to net migration of 622,928 people. Immigration resulted in a net increase of 242,945 people, and migration from within the U.S. resulted in a net decrease of 865,873 people.[73]
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Illinois is the most populous state in the Midwest region. Chicago, the third-most populous city in the United States, is the center of the Chicago metropolitan area or Chicagoland, as this area is nicknamed. Although Chicagoland comprises only 9% of the land area of the state, it contains 65% of the state's residents.
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According to the 2010 Census, the racial composition of the state was:
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In the same year 15.8% of the total population was of Hispanic or Latino origin (they may be of any race).[74]
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According to 2018 U.S. Census Bureau estimates, Illinois's population was 71.7% White (60.9% Non-Hispanic White), 5.6% Asian, 5.6% Some Other Race, 14.1% Black or African American, 0.3% Native Americans and Alaskan Native, 0.1% Pacific Islander and 2.7% from two or more races.[71] The White population continues to remain the largest racial category in Illinois as Hispanics primarily identify as White (62.2%) with others identifying as Some Other Race (31.2%), Multiracial (3.9%), Black (1.5%), American Indian and Alaskan Native (0.8%), Asian (0.3%), and Hawaiian and Pacific Islander (0.1%).[71] By ethnicity, 17.3% of the total population is Hispanic-Latino (of any race) and 82.7% is Non-Hispanic (of any race). If treated as a separate category, Hispanics are the largest minority group in Illinois.[71]
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The state's most populous ethnic group, non-Hispanic white, has declined from 83.5% in 1970[78] to 60.90% in 2018.[71] As of 2011[update], 49.4% of Illinois's population younger than age 1 were minorities (Note: Children born to white Hispanics or to a sole full or partial minority parent are counted as minorities).[79]
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At the 2007 estimates from the U.S. Census Bureau, there were 1,768,518 foreign-born inhabitants of the state or 13.8% of the population, with 48.4% from Latin America, 24.6% from Asia, 22.8% from Europe, 2.9% from Africa, 1.2% from Canada, and 0.2% from Oceania. Of the foreign-born population, 43.7% were naturalized U.S. citizens, and 56.3% were not U.S. citizens.[80] In 2007, 6.9% of Illinois's population was reported as being under age 5, 24.9% under age 18 and 12.1% were age 65 and over. Females made up approximately 50.7% of the population.[81]
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According to the 2007 estimates, 21.1% of the population had German ancestry, 13.3% had Irish ancestry, 8% had British ancestry, 7.9% had Polish ancestry, 6.4% had Italian ancestry, 4.6% listed themselves as American, 2.4% had Swedish ancestry, 2.2% had French ancestry, other than Basque, 1.6% had Dutch ancestry, and 1.4% had Norwegian ancestry.[80] Illinois also has large numbers of African Americans and Latinos (mostly Mexicans and Puerto Ricans).
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Chicago, along the shores of Lake Michigan, is the nation's third largest city. In 2000, 23.3% of Illinois's population lived in the city of Chicago, 43.3% in Cook County, and 65.6% in the counties of the Chicago metropolitan area: Will, DuPage, Kane, Lake, and McHenry counties, as well as Cook County. The remaining population lives in the smaller cities and rural areas that dot the state's plains. As of 2000, the state's center of population was at 41°16′42″N 88°22′49″W / 41.278216°N 88.380238°W / 41.278216; -88.380238, located in Grundy County, northeast of the village of Mazon.[26][29][53][82]
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Note: Births do not add up, because Hispanics are counted both by their ethnicity and by their race, giving a higher overall number.
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Chicago is the largest city in the state and the third-most populous city in the United States, with its 2010 population of 2,695,598. The U.S. Census Bureau currently lists seven other cities with populations of over 100,000 within Illinois. Based upon the Census Bureau's official 2010 population:[89] Aurora, a Chicago satellite town that eclipsed Rockford for the title of second-most populous city in Illinois; its 2010 population was 197,899. Rockford, at 152,871, is the third-largest city in the state, and is the largest city in the state not located within the Chicago suburbs. Joliet, located in metropolitan Chicago, is the fourth-largest city in the state, with a population of 147,433. Naperville, a suburb of Chicago, is fifth with 141,853. Naperville and Aurora share a boundary along Illinois Route 59. Springfield, the state's capital, comes in as sixth-most populous with 117,352 residents. Peoria, which decades ago was the second-most populous city in the state, is seventh with 115,007. The eighth-largest and final city in the 100,000 club is Elgin, a northwest suburb of Chicago, with a 2010 population of 108,188.
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The most populated city in the state south of Springfield is Belleville, with 44,478 people at the 2010 census. It is located in the Illinois portion of Greater St. Louis (often called the Metro-East area), which has a rapidly growing population of over 700,000.
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Other major urban areas include the Champaign-Urbana Metropolitan Area, which has a combined population of almost 230,000 people, the Illinois portion of the Quad Cities area with about 215,000 people, and the Bloomington-Normal area with a combined population of over 165,000.
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The official language of Illinois is English,[91] although between 1923 and 1969, state law gave official status to "the American language". Nearly 80% of people in Illinois speak English natively, and most of the rest speak it fluently as a second language.[92] A number of dialects of American English are spoken, ranging from Inland Northern American English and African-American English around Chicago, to Midland American English in Central Illinois, to Southern American English in the far south.
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Over 20% of Illinoians speak a language other than English at home, of which Spanish is by far the most widespread, at more than 12% of the total population.[93] A sizeable number of Polish speakers is present in the Chicago Metropolitan Area. Illinois Country French has mostly gone extinct in Illinois, although it is still celebrated in the French Colonial Historic District.
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Religion in Illinois (2014)[94][95]
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Roman Catholics constitute the single largest religious denomination in Illinois; they are heavily concentrated in and around Chicago, and account for nearly 30% of the state's population.[96] However, taken together as a group, the various Protestant denominations comprise a greater percentage of the state's population than do Catholics. In 2010 Catholics in Illinois numbered 3,648,907. The largest Protestant denominations were the United Methodist Church with 314,461, and the Southern Baptist Convention, with 283,519 members. Illinois has one of the largest concentrations of Missouri Synod Lutherans in the United States.
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Illinois played an important role in the early Latter Day Saint movement, with Nauvoo, Illinois, becoming a gathering place for Mormons in the early 1840s. Nauvoo was the location of the succession crisis, which led to the separation of the Mormon movement into several Latter Day Saint sects. The Church of Jesus Christ of Latter-day Saints, the largest of the sects to emerge from the Mormon schism, has more than 55,000 adherents in Illinois today.[97]
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A significant number of adherents of other Abrahamic faiths can be found in Illinois. Largely concentrated in the Chicago metropolitan area, followers of the Muslim, Bahá'í, and Jewish religions all call the state home.[98] Muslims constituted the largest non-Christian group, with 359,264 adherents.[99] Illinois has the largest concentration of Muslims by state in the country, with 2,800 Muslims per 100,000 citizens.[100] The largest and oldest surviving Bahá'í House of Worship in the world is located in Wilmette, Illinois, The Chicago area has a very large Jewish community, particularly in the suburbs of Skokie, Buffalo Grove, Highland Park, and surrounding suburbs. Former Chicago Mayor Rahm Emanuel is the Windy City's first Jewish mayor.
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Chicago is also home to a very large population of Hindus, Sikhs, Jains, and Buddhists.[98] The Bahá'í House of Worship in Wilmette is the center of that religion's worship in North America.[101]
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The dollar gross state product for Illinois was estimated to be US$909 billion in 2019.[102] The state's 2019 per capita gross state product was estimated to be around $72,000.[103]
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As of February 2019, the unemployment rate in Illinois reached 4.2%.[104]
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Illinois's minimum wage will rise to $15 per hour by 2025, making it one of the highest in the nation.[105]
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Illinois's major agricultural outputs are corn, soybeans, hogs, cattle, dairy products, and wheat. In most years, Illinois is either the first or second state for the highest production of soybeans, with a harvest of 427.7 million bushels (11.64 million metric tons) in 2008, after Iowa's production of 444.82 million bushels (12.11 million metric tons).[106] Illinois ranks second in U.S. corn production with more than 1.5 billion bushels produced annually.[107] With a production capacity of 1.5 billion gallons per year, Illinois is a top producer of ethanol, ranking third in the United States in 2011.[108] Illinois is a leader in food manufacturing and meat processing.[109] Although Chicago may no longer be "Hog Butcher for the World", the Chicago area remains a global center for food manufacture and meat processing,[109] with many plants, processing houses, and distribution facilities concentrated in the area of the former Union Stock Yards.[110] Illinois also produces wine, and the state is home to two American viticultural areas. In the area of The Meeting of the Great Rivers Scenic Byway, peaches and apples are grown. The German immigrants from agricultural backgrounds who settled in Illinois in the mid- to late 19th century are in part responsible for the profusion of fruit orchards in that area of Illinois.[111] Illinois's universities are actively researching alternative agricultural products as alternative crops.
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Illinois is one of the nation's manufacturing leaders, boasting annual value added productivity by manufacturing of over $107 billion in 2006. As of 2011[update], Illinois is ranked as the 4th-most productive manufacturing state in the country, behind California, Texas, and Ohio.[112] About three-quarters of the state's manufacturers are located in the Northeastern Opportunity Return Region, with 38 percent of Illinois's approximately 18,900 manufacturing plants located in Cook County. As of 2006, the leading manufacturing industries in Illinois, based upon value-added, were chemical manufacturing ($18.3 billion), machinery manufacturing ($13.4 billion), food manufacturing ($12.9 billion), fabricated metal products ($11.5 billion), transportation equipment ($7.4 billion), plastics and rubber products ($7.0 billion), and computer and electronic products ($6.1 billion).[113]
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By the early 2000s, Illinois's economy had moved toward a dependence on high-value-added services, such as financial trading, higher education, law, logistics, and medicine. In some cases, these services clustered around institutions that hearkened back to Illinois's earlier economies. For example, the Chicago Mercantile Exchange, a trading exchange for global derivatives, had begun its life as an agricultural futures market. Other important non-manufacturing industries include publishing, tourism, and energy production and distribution.
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Venture capitalists funded a total of approximately $62 billion in the U.S. economy in 2016. Of this amount, Illinois-based companies received approximately $1.1 billion. Similarly, in FY 2016, the federal government spent $461 billion on contracts in the U.S. Of this amount, Illinois-based companies received approximately $8.7 billion.[114]
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Illinois is a net importer of fuels for energy, despite large coal resources and some minor oil production. Illinois exports electricity, ranking fifth among states in electricity production and seventh in electricity consumption.[115]
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The coal industry of Illinois has its origins in the middle 19th century, when entrepreneurs such as Jacob Loose discovered coal in locations such as Sangamon County. Jacob Bunn contributed to the development of the Illinois coal industry, and was a founder and owner of the Western Coal & Mining Company of Illinois. About 68% of Illinois has coal-bearing strata of the Pennsylvanian geologic period. According to the Illinois State Geological Survey, 211 billion tons of bituminous coal are estimated to lie under the surface, having a total heating value greater than the estimated oil deposits in the Arabian Peninsula.[116] However, this coal has a high sulfur content, which causes acid rain, unless special equipment is used to reduce sulfur dioxide emissions.[26][29][53] Many Illinois power plants are not equipped to burn high-sulfur coal. In 1999, Illinois produced 40.4 million tons of coal, but only 17 million tons (42%) of Illinois coal was consumed in Illinois. Most of the coal produced in Illinois is exported to other states and countries. In 2008, Illinois exported three million tons of coal, and was projected to export 9 million tons in 2011, as demand for energy grows in places such as China, India, and elsewhere in Asia and Europe.[117] As of 2010[update], Illinois was ranked third in recoverable coal reserves at producing mines in the nation.[108] Most of the coal produced in Illinois is exported to other states, while much of the coal burned for power in Illinois (21 million tons in 1998) is mined in the Powder River Basin of Wyoming.[115]
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Mattoon was recently chosen as the site for the Department of Energy's FutureGen project, a 275-megawatt experimental zero emission coal-burning power plant that the DOE just gave a second round of funding. In 2010, after a number of setbacks, the city of Mattoon backed out of the project.[118]
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Illinois is a leading refiner of petroleum in the American Midwest, with a combined crude oil distillation capacity of nearly 900,000 barrels per day (140,000 m3/d). However, Illinois has very limited crude oil proved reserves that account for less than 1% of the U.S. total reserves. Residential heating is 81% natural gas compared to less than 1% heating oil. Illinois is ranked 14th in oil production among states, with a daily output of approximately 28,000 barrels (4,500 m3) in 2005.[119][120]
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Nuclear power arguably began in Illinois with the Chicago Pile-1, the world's first artificial self-sustaining nuclear chain reaction in the world's first nuclear reactor, built on the University of Chicago campus. There are six operating nuclear power plants in Illinois: Braidwood, Byron, Clinton, Dresden, LaSalle, and Quad Cities.[121] With the exception of the single-unit Clinton plant, each of these facilities has two reactors. Three reactors have been permanently shut down and are in various stages of decommissioning: Dresden-1 and Zion-1 and 2. Illinois ranked first in the nation in 2010 in both nuclear capacity and nuclear generation. Generation from its nuclear power plants accounted for 12 percent of the nation's total.[108] In 2007, 48% of Illinois's electricity was generated using nuclear power.[122] The Morris Operation is the only de facto high-level radioactive waste storage site in the United States.
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Illinois has seen growing interest in the use of wind power for electrical generation.[123] Most of Illinois was rated in 2009 as "marginal or fair" for wind energy production by the U.S. Department of Energy, with some western sections rated "good" and parts of the south rated "poor".[124] These ratings are for wind turbines with 50-meter (160 ft) hub heights; newer wind turbines are taller, enabling them to reach stronger winds farther from the ground. As a result, more areas of Illinois have become prospective wind farm sites. As of September 2009, Illinois had 1116.06 MW of installed wind power nameplate capacity with another 741.9 MW under construction.[125] Illinois ranked ninth among U.S. states in installed wind power capacity, and sixteenth by potential capacity.[125] Large wind farms in Illinois include Twin Groves, Rail Splitter, EcoGrove, and Mendota Hills.[125]
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As of 2007, wind energy represented only 1.7% of Illinois's energy production, and it was estimated that wind power could provide 5–10% of the state's energy needs.[126][127] Also, the Illinois General Assembly mandated in 2007 that by 2025, 25% of all electricity generated in Illinois is to come from renewable resources.[128]
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Illinois is ranked second in corn production among U.S. states, and Illinois corn is used to produce 40% of the ethanol consumed in the United States.[107] The Archer Daniels Midland corporation in Decatur, Illinois, is the world's leading producer of ethanol from corn.
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The National Corn-to-Ethanol Research Center (NCERC), the world's only facility dedicated to researching the ways and means of converting corn (maize) to ethanol is located on the campus of Southern Illinois University Edwardsville.[129][130]
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University of Illinois at Urbana–Champaign is one of the partners in the Energy Biosciences Institute (EBI), a $500 million biofuels research project funded by petroleum giant BP.[131][132]
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Tax is collected by the Illinois Department of Revenue. State income tax is calculated by multiplying net income by a flat rate. In 1990, that rate was set at 3%, but in 2010, the General Assembly voted for a temporary increase in the rate to 5%; the new rate went into effect on January 1, 2011; the personal income rate partially sunset on January 1, 2015, to 3.75%, while the corporate income tax fell to 5.25%.[133][134] Illinois failed to pass a budget from 2015 to 2017, after the 736-day budget impasse, a budget was passed in Illinois after lawmakers overturned Governor Bruce Rauner's veto; this budget raised the personal income rate to 4.95% and the corporate rate to 7%.[135] There are two rates for state sales tax: 6.25% for general merchandise and 1% for qualifying food, drugs, and medical appliances.[136] The property tax is a major source of tax revenue for local government taxing districts. The property tax is a local—not state—tax, imposed by local government taxing districts, which include counties, townships, municipalities, school districts, and special taxation districts. The property tax in Illinois is imposed only on real property.[26][29][53]
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On May 1, 2019, the Illinois Senate voted to a approve a constitutional amendment to change from a flat tax rate to a graduated rate, in a 73–44 vote. The governor, J.B. Pritzker, approved the bill on May 27, 2019. It was scheduled[137][137] for a 2020 general election ballot vote[138] and requires 60 percent voter approval. It needed 71 votes to pass, with taxpayers making over $250,000 to be impacted. It also includes $100 million for property tax relief.[139]
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As of 2017 Chicago had the highest state and local sales tax rate for a U.S. city with a populations above 200,000, at 10.250%.[140] The state of Illinois has the second highest rate of real estate tax: 2.31%, which is second only to New Jersey at 2.44%.[141]
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Toll roads are a de facto user tax on the citizens and visitors to the state of Illinois. Illinois ranks seventh out of the 11 states with the most miles of toll roads, at 282.1 miles. Chicago ranks fourth in most expensive toll roads in America by the mile, with the Chicago Skyway charging 51.2 cents per mile.[142] Illinois also has the 11th highest gasoline tax by state, at 37.5 cents per gallon.[143]
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Illinois has numerous museums; the greatest concentration of these are in Chicago. Several museums in Chicago are ranked as some of the best in the world. These include the John G. Shedd Aquarium, the Field Museum of Natural History, the Art Institute of Chicago, the Adler Planetarium, and the Museum of Science and Industry.
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The modern Abraham Lincoln Presidential Library and Museum in Springfield is the largest and most attended presidential library in the country. The Illinois State Museum boasts a collection of 13.5 million objects that tell the story of Illinois life, land, people, and art. The ISM is among only 5% of the nation's museums that are accredited by the American Alliance of Museums. Other historical museums in the state include the Polish Museum of America in Chicago; Magnolia Manor in Cairo; Easley Pioneer Museum in Ipava; the Elihu Benjamin Washburne; Ulysses S. Grant Homes, both in Galena; and the Chanute Air Museum, located on the former Chanute Air Force Base in Rantoul.
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The Chicago metropolitan area also hosts two zoos: The very large Brookfield Zoo, located about ten miles west of the city center in suburban Brookfield, contains more than 2,300 animals and covers 216 acres (87 ha). The Lincoln Park Zoo is located in huge Lincoln Park on Chicago's North Side, approximately 3 miles (4.8 km) north of the Loop. The zoo covers over 35 acres (14 ha) within the park.
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Vandalia State House State Historic Site in Vandalia
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The Museum of Science and Industry in Chicago
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Magnolia Manor is a Victorian period historic house museum in Cairo.
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Lincoln Home National Historic Site in Springfield
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The Polish Museum of America in Chicago
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A Railway Post Office preserved at the Illinois Railway Museum in Union
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Illinois is a leader in music education, having hosted the Midwest Clinic International Band and Orchestra Conference since 1946, as well being home to the Illinois Music Educators Association (IMEA), one of the largest professional music educator's organizations in the country. Each summer since 2004, Southern Illinois University Carbondale has played host to the Southern Illinois Music Festival, which presents dozens of performances throughout the region. Past featured artists include the Eroica Trio and violinist David Kim.
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Chicago, in the northeast corner of the state, is a major center for music[144] in the midwestern United States where distinctive forms of blues (greatly responsible for the future creation of rock and roll), and house music, a genre of electronic dance music, were developed.
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The Great Migration of poor black workers from the South into the industrial cities brought traditional jazz and blues music to the city, resulting in Chicago blues and "Chicago-style" Dixieland jazz. Notable blues artists included Muddy Waters, Junior Wells, Howlin' Wolf and both Sonny Boy Williamsons; jazz greats included Nat King Cole, Gene Ammons, Benny Goodman, and Bud Freeman. Chicago is also well known for its soul music.
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In the early 1930s, Gospel music began to gain popularity in Chicago due to Thomas A. Dorsey's contributions at Pilgrim Baptist Church.
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In the 1980s and 1990s, heavy rock, punk, and hip hop also became popular in Chicago. Orchestras in Chicago include the Chicago Symphony Orchestra, the Lyric Opera of Chicago, and the Chicago Sinfonietta.[145]
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John Hughes, who moved from Grosse Pointe to Northbrook, based many films of his in Chicago, and its suburbs. Ferris Bueller's Day Off, Home Alone, The Breakfast Club, and all his films take place in the fictional Shermer, Illinois (the original name of Northbrook was Shermerville, and Hughes's High School, Glenbrook North High School, is on Shermer Road). Most locations in his films include Glenbrook North, the former Maine North High School, the Ben Rose House in Highland Park, and the famous Home Alone house in Winnetka, Illinois.
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As one of the United States' major metropolises, all major sports leagues have teams headquartered in Chicago.
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Many minor league teams also call Illinois their home. They include:
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The state features 13 athletic programs that compete in NCAA Division I, the highest level of U.S. college sports.
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The two most prominent are the Illinois Fighting Illini and Northwestern Wildcats, both members of the Big Ten Conference and the only ones competing in one of the so-called "Power Five conferences". The Fighting Illini football team has won five national championships and three Rose Bowl Games, whereas the men's basketball team has won 17 conference seasons and played five Final Fours. Meanwhile, the Wildcats have won eight football conference championships and one Rose Bowl Game.
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The Northern Illinois Huskies from DeKalb, Illinois compete in the Mid-American Conference winning four conference championships and earning a bid in the Orange Bowl along with producing Heisman candidate Jordan Lynch at quarterback. The Huskies are the state's only other team competing in the Football Bowl Subdivision, the top level of NCAA football.
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Four schools have football programs that compete in the second level of Division I football, the Football Championship Subdivision. The Illinois State Redbirds (Normal, adjacent to Bloomington) and Southern Illinois Salukis (the latter representing Southern Illinois University's main campus in Carbondale) are members of the Missouri Valley Conference (MVC) for non-football sports and the Missouri Valley Football Conference (MVFC). The Western Illinois Leathernecks (Macomb) are full members of the Summit League, which does not sponsor football, and also compete in the MVFC. The Eastern Illinois Panthers (Charleston) are members of the Ohio Valley Conference (OVC).
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The city of Chicago is home to four Division I programs that do not sponsor football. The DePaul Blue Demons, with main campuses in Lincoln Park and the Loop, are members of the Big East Conference. The Loyola Ramblers, with their main campus straddling the Edgewater and Rogers Park community areas on the city's far north side, compete in the MVC. The UIC Flames, from the Near West Side next to the Loop, are in the Horizon League. The Chicago State Cougars, from the city's south side, compete in the Western Athletic Conference.
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Finally, two non-football Division I programs are located downstate. The Bradley Braves (Peoria) are MVC members, and the SIU Edwardsville Cougars (in the Metro East region across the Mississippi River from St. Louis) compete in the OVC.
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The city was formerly home to several other teams that either failed to survive or belonged to leagues that folded.
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The NFL's Arizona Cardinals, who currently play in the Phoenix suburb of Glendale, Arizona, played in Chicago as the Chicago Cardinals, until moving to St. Louis, Missouri after the 1959 season. An NBA expansion team known as the Chicago Packers in 1961–1962, and as the Chicago Zephyrs the following year, moved to Baltimore after the 1962–1963 season. The franchise is now known as the Washington Wizards.
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The Peoria Chiefs and Kane County Cougars are minor league baseball teams affiliated with MLB. The Schaumburg Boomers and Lake County Fielders are members of the North American League, and the Southern Illinois Miners, Gateway Grizzlies, Joliet Slammers, Windy City ThunderBolts, and Normal CornBelters belong to the Frontier League.
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In addition to the Chicago Wolves, the AHL also has the Rockford IceHogs serving as the AHL affiliate of the Chicago Blackhawks. The second incarnation of the Peoria Rivermen plays in the SPHL.
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Motor racing oval tracks at the Chicagoland Speedway in Joliet, the Chicago Motor Speedway in Cicero and the Gateway International Raceway in Madison, near St. Louis, have hosted NASCAR, CART, and IRL races, whereas the Sports Car Club of America, among other national and regional road racing clubs, have visited the Autobahn Country Club in Joliet, the Blackhawk Farms Raceway in South Beloit and the former Meadowdale International Raceway in Carpentersville. Illinois also has several short tracks and dragstrips. The dragstrip at Gateway International Raceway and the Route 66 Raceway, which sits on the same property as the Chicagoland Speedway, both host NHRA drag races.
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Illinois features several golf courses, such as Olympia Fields, Medinah, Midlothian, Cog Hill, and Conway Farms, which have often hosted the BMW Championship, Western Open, and Women's Western Open.
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Also, the state has hosted 13 editions of the U.S. Open (latest at Olympia Fields in 2003), six editions of the PGA Championship (latest at Medinah in 2006), three editions of the U.S. Women's Open (latest at The Merit Club), the 2009 Solheim Cup (at Rich Harvest Farms), and the 2012 Ryder Cup (at Medinah).
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The John Deere Classic is a regular PGA Tour event played in the Quad Cities since 1971, whereas the Encompass Championship is a Champions Tour event since 2013. Previously, the LPGA State Farm Classic was an LPGA Tour event from 1976 to 2011.
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The Illinois state parks system began in 1908 with what is now Fort Massac State Park, becoming the first park in a system encompassing more than 60 parks and about the same number of recreational and wildlife areas.
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Areas under the protection of the National Park Service include: the Illinois and Michigan Canal National Heritage Corridor near Lockport,[149] the Lewis and Clark National Historic Trail, the Lincoln Home National Historic Site in Springfield, the Mormon Pioneer National Historic Trail, the Trail of Tears National Historic Trail, the American Discovery Trail,[150] and the Pullman National Monument. The federal government also manages the Shawnee National Forest and the Midewin National Tallgrass Prairie.
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The government of Illinois, under the Constitution of Illinois, has three branches of government: executive, legislative and judicial. The executive branch is split into several statewide elected offices, with the governor as chief executive. Legislative functions are granted to the Illinois General Assembly. The judiciary is composed of the Supreme Court and lower courts.
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The Illinois General Assembly is the state legislature, composed of the 118-member Illinois House of Representatives and the 59-member Illinois Senate. The members of the General Assembly are elected at the beginning of each even-numbered year. The Illinois Compiled Statutes (ILCS) are the codified statutes of a general and permanent nature.[151][152]
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The executive branch is composed of six elected officers and their offices as well as numerous other departments.[153] The six elected officers are:[153] Governor, Lieutenant Governor, Attorney General, Secretary of State, Comptroller, and Treasurer. The government of Illinois has numerous departments, agencies, boards and commissions, but the so-called code departments provide most of the state's services.[153][154]
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The Judiciary of Illinois is the unified court system of Illinois. It consists of the Supreme Court, Appellate Court, and Circuit Courts. The Supreme Court oversees the administration of the court system.
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The administrative divisions of Illinois are counties, townships, precincts, cities, towns, villages, and special-purpose districts.[155] The basic subdivision of Illinois are the 102 counties.[156] Eighty-five of the 102 counties are in turn divided into townships and precincts.[156][157] Municipal governments are the cities, villages, and incorporated towns.[156] Some localities possess home rule, which allows them to govern themselves to a certain extent.[158]
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Illinois is a Democratic stronghold.[159] Historically, Illinois was a political swing state, with near-parity existing between the Republican and the Democratic parties. However, in recent elections, the Democratic Party has gained ground, and Illinois has come to be seen as a solid "blue" state in presidential campaigns.[160][161] Votes from Chicago and most of Cook County have long been strongly Democratic. However, the "collar counties" (the suburbs surrounding Chicago's Cook County, Illinois), can be seen as moderate voting districts.[162][163] College towns like Carbondale, Champaign, and Normal also lean Democratic.
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Republicans continue to prevail in the rural areas of northern and central Illinois, as well as southern Illinois outside of East St. Louis. From 1920 until 1972, Illinois was carried by the victor of each of these 14 presidential elections.[164] In fact, the state was long seen as a national bellwether,[165] supporting the winner in every election in the 20th century, except for 1916 and 1976. By contrast, Illinois has trended more toward the Democratic party, and has voted for their presidential candidates in the last six elections; in 2000, George W. Bush became the first Republican to win the presidency without carrying either Illinois or Vermont. Local politician and Chicago resident Barack Obama easily won the state's 21 electoral votes in 2008, with 61.9% of the vote. In 2010, incumbent governor Pat Quinn was re-elected with 47% of the vote, while Republican Mark Kirk was elected to the Senate with 48% of the vote. In 2012, President Obama easily carried Illinois again, with 58% to Republican candidate Mitt Romney's 41%. In 2014, Republican Bruce Rauner defeated Governor Quinn 50% to 46% to become Illinois's first Republican governor in 12 years after being sworn in on January 12, 2015, while Democratic senator Dick Durbin was re-elected with 53% of the vote. In 2016, Hillary Clinton carried Illinois with 55% of the vote, and Tammy Duckworth defeated incumbent Mark Kirk 54% to 40%. George W. Bush and Donald Trump are the only Republican presidential candidates to win without carrying either Illinois or Vermont. In 2018, Democrat JB Pritzker defeated the incumbent Bruce Rauner for the governorship with 54% of the vote.
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Politics in the state have been infamous for highly visible corruption cases, as well as for crusading reformers, such as governors Adlai Stevenson and James R. Thompson. In 2006, former governor George Ryan was convicted of racketeering and bribery, leading to a six-and-a-half-year prison sentence. In 2008, then-Governor Rod Blagojevich was served with a criminal complaint on corruption charges, stemming from allegations that he conspired to sell the vacated Senate seat left by President Barack Obama to the highest bidder. Subsequently, on December 7, 2011, Rod Blagojevich was sentenced to 14 years in prison for those charges, as well as perjury while testifying during the case, totaling 18 convictions. Blagojevich was impeached and convicted by the legislature, resulting in his removal from office. In the late 20th century, Congressman Dan Rostenkowski was imprisoned for mail fraud; former governor and federal judge Otto Kerner, Jr. was imprisoned for bribery; Secretary of State Paul Powell was investigated and found to have gained great wealth through bribes, and State Auditor of Public Accounts (Comptroller) Orville Hodge was imprisoned for embezzlement. In 1912, William Lorimer, the GOP boss of Chicago, was expelled from the U.S. Senate for bribery and in 1921, Governor Len Small was found to have defrauded the state of a million dollars.[29][53][166]
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Illinois has shown a strong presence in presidential elections. Three presidents have claimed Illinois as their political base when running for president: Abraham Lincoln, Ulysses S. Grant, and most recently Barack Obama. Lincoln was born in Kentucky, but he moved to Illinois at age 21. He served in the General Assembly and represented the 7th congressional district in the U.S. House of Representatives before his election to the presidency in 1860. Ulysses S. Grant was born in Ohio and had a military career that precluded settling down, but on the eve of the Civil War and approaching middle age, he moved to Illinois and thus utilized the state as his home and political base when running for president. Barack Obama was born in Hawaii and made Illinois his home after graduating from law school, and later represented Illinois in the U.S. Senate. He then became president in 2008, running as a candidate from his Illinois base.
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Ronald Reagan was born in Illinois, in the city of Tampico, raised in Dixon, Illinois, and educated at Eureka College, outside Peoria. Reagan later moved to California during his young adulthood. He then became an actor, and later became California's Governor before being elected president.
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Hillary Clinton was born and raised in the suburbs of Chicago and became the first woman to represent a major political party in the general election of the U.S. presidency. Clinton ran from a platform based in New York State.
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Nine African-Americans have served as members of the United States Senate. Three of them have represented Illinois, the most of any single state: Carol Moseley-Braun, Barack Obama,[167] and Roland Burris, who was appointed to replace Obama after his election to the presidency. Moseley-Braun was the first African-American woman to become a U.S. Senator.
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Three families from Illinois have played particularly prominent roles in the Democratic Party, gaining both statewide and national fame.
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The Stevenson family, initially rooted in central Illinois and later based in the Chicago metropolitan area, has provided four generations of Illinois officeholders.
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The Daley family's powerbase was in Chicago.
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The Pritzker family is based in Chicago and have played important roles both in the private and public sectors.
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The Illinois State Board of Education (ISBE) is autonomous of the governor and the state legislature, and administers public education in the state. Local municipalities and their respective school districts operate individual public schools, but the ISBE audits performance of public schools with the Illinois School Report Card. The ISBE also makes recommendations to state leaders concerning education spending and policies.
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Education is compulsory from ages 7 to 17 in Illinois. Schools are commonly, but not exclusively, divided into three tiers of primary and secondary education: elementary school, middle school or junior high school, and high school. District territories are often complex in structure. Many areas in the state are actually located in two school districts—one for high school, the other for elementary and middle schools. And such districts do not necessarily share boundaries. A given high school may have several elementary districts that feed into it, yet some of those feeder districts may themselves feed into multiple high school districts.
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Using the criterion established by the Carnegie Foundation for the Advancement of Teaching, there are eleven "National Universities" in the state. As of 19 August 2010[update], six of these rank in the "first tier" (that is, the top quartile) among the top 500 National Universities in the United States, as determined by the U.S. News & World Report rankings: the University of Chicago (3), Northwestern University (10), the University of Illinois at Urbana–Champaign (41), Loyola University Chicago (89), the Illinois Institute of Technology (108), DePaul University (123), University of Illinois at Chicago (129), Illinois State University (149), Southern Illinois University Carbondale (153), and Northern Illinois University (194).[168]
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The University of Chicago is continuously ranked as one of the world's top ten universities on various independent university rankings, and its Booth School of Business, along with Northwestern's Kellogg School of Management consistently rank within the top five graduate business schools in the country and top ten globally. The University of Illinois at Urbana–Champaign is often ranked among the best engineering schools in the world and in United States.
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Illinois also has more than twenty additional accredited four-year universities, both public and private, and dozens of small liberal arts colleges across the state. Additionally, Illinois supports 49 public community colleges in the Illinois Community College System.
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Because of its central location and its proximity to the Rust Belt and Grain Belt, Illinois is a national crossroads for air, auto, rail, and truck traffic.
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From 1962 until 1998, Chicago's O'Hare International Airport (ORD) was the busiest airport in the world, measured both in terms of total flights and passengers. While it was surpassed by Atlanta's Hartsfield in 1998 (as Chicago splits its air traffic between O'Hare and Midway airports, while Atlanta uses only one airport), with 59.3 million domestic passengers annually, along with 11.4 million international passengers in 2008,[169] O'Hare consistently remains one of the two or three busiest airports globally, and in some years still ranks number one in total flights. It is a major hub for both United Airlines and American Airlines, and a major airport expansion project is currently underway. Midway Airport (MDW), which had been the busiest airport in the world at one point until it was supplanted by O'Hare as the busiest airport in 1962, is now the secondary airport in the Chicago metropolitan area and still ranks as one of the nation's busiest airports. Midway is a major hub for Southwest Airlines and services many other carriers as well. Midway served 17.3 million domestic and international passengers in 2008.[170]
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Illinois has an extensive passenger and freight rail transportation network. Chicago is a national Amtrak hub and in-state passengers are served by Amtrak's Illinois Service, featuring the Chicago to Carbondale Illini and Saluki, the Chicago to Quincy Carl Sandburg and Illinois Zephyr, and the Chicago to St. Louis Lincoln Service. Currently there is trackwork on the Chicago–St. Louis line to bring the maximum speed up to 110 mph (180 km/h), which would reduce the trip time by an hour and a half. Nearly every North American railway meets at Chicago, making it the largest and most active rail hub in the country. Extensive commuter rail is provided in the city proper and some immediate suburbs by the Chicago Transit Authority's 'L' system. One of the largest suburban commuter rail system in the United States, operated by Metra, uses existing rail lines to provide direct commuter rail access for hundreds of suburbs to the city and beyond.
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In addition to the state's rail lines, the Mississippi River and Illinois River provide major transportation routes for the state's agricultural interests. Lake Michigan gives Illinois access to the Atlantic Ocean by way of the Saint Lawrence Seaway.
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The Interstate Highways in Illinois are all segments of the Interstate Highway System that are owned and maintained by the state.[171]
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Illinois has the distinction of having the most primary (two-digit) interstates pass through it among all the 50 states with 13. Illinois also ranks third among the fifty states with the most interstate mileage, coming in after California and Texas, which are much bigger states in area.[172]
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Major U.S. Interstate highways crossing the state include: Interstate 24 (I-24), I-39, I-41, I-55, I-57, I-64, I-70, I-72, I-74, I-80, I-88, I-90, and I-94.
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The Illinois Department of Transportation (IDOT) is responsible for maintaining the U.S Highways in Illinois. The system in Illinois consists of 21 primary highways.
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Among the U.S. highways that pass through the state, the primary ones are: US 6, US 12, US 14, US 20, US 24, US 30, US 34, US 36, US 40, US 41, US 45, US 50, US 51, US 52, US 54, US 60, US 62, and US 67.
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Standard license plate introduced in 2017
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Standard license plate 2001 to 2016
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Illinois license plate design used throughout the 1980s and 1990s, displaying the Land of Lincoln slogan that has been featured on the state's plates since 1954
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Coordinates: 40°N 89°W / 40°N 89°W / 40; -89
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An island or isle is any piece of sub-continental land that is surrounded by water.[1] Very small islands such as emergent land features on atolls can be called islets, skerries, cays or keys. An island in a river or a lake island may be called an eyot or ait, and a small island off the coast may be called a holm. Sedimentary islands in the Ganges delta are called chars. A grouping of geographically or geologically related islands, such as the Philippines, is referred to as an archipelago.
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An island may be described as such, despite the presence of an artificial land bridge; examples are Singapore and its causeway, and the various Dutch delta islands, such as IJsselmonde. Some places may even retain "island" in their names for historical reasons after being connected to a larger landmass by a land bridge or landfill, such as Coney Island and Coronado Island, though these are, strictly speaking, tied islands. Conversely, when a piece of land is separated from the mainland by a man-made canal, for example the Peloponnese by the Corinth Canal, more or less the entirety of Fennoscandia by the White Sea Canal, or Marble Hill in northern Manhattan during the time between the building of the United States Ship Canal and the filling-in of the Harlem River which surrounded the area, it is generally not considered an island.
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There are two main types of islands in the sea: continental and oceanic. There are also artificial islands, which are man-made.
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The word island derives from Middle English iland, from Old English igland (from ig or ieg, similarly meaning 'island' when used independently, and -land carrying its contemporary meaning; cf. Dutch eiland ("island"), German Eiland ("small island")). However, the spelling of the word was modified in the 15th century because of a false etymology caused by an incorrect association with the etymologically unrelated Old French loanword isle, which itself comes from the Latin word insula.[3][4] Old English ieg is actually a cognate of Swedish ö and German Aue, and related to Latin aqua (water).[5]
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Greenland is the world's largest island, with an area of over 2.1 million km2, while Australia, the world's smallest continent, has an area of 7.6 million km2, but there is no standard of size that distinguishes islands from continents,[6] or from islets.[7]
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There is a difference between islands and continents in terms of geology.[8]
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Continents are the largest landmass of a particular continental plate; this holds true for Australia, which sits on its own continental lithosphere and tectonic plate (the Australian plate).
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By contrast, islands are either extensions of the oceanic crust (e.g. volcanic islands), or belong to a continental plate containing a larger landmass; the latter is the case of Greenland, which sits on the North American plate.
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Continental islands are bodies of land that lie on the continental shelf of a continent.[9] Examples are Borneo, Java, Sumatra, Sakhalin, Taiwan and Hainan off Asia; New Guinea, Tasmania, and Kangaroo Island off Australia; Great Britain, Ireland, and Sicily off Europe; Greenland, Newfoundland, Long Island, and Sable Island off North America; and Barbados, the Falkland Islands, and Trinidad off South America.
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A special type of continental island is the microcontinental island, which is created when a continent is rifted. Examples are Madagascar and Socotra off Africa, New Caledonia, New Zealand, and some of the Seychelles.
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Another subtype is an island or bar formed by deposition of tiny rocks where water current loses some of its carrying capacity. This includes:
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Islets are very small islands.
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Oceanic islands are islands that do not sit on continental shelves. The vast majority are volcanic in origin, such as Saint Helena in the South Atlantic Ocean.[10] The few oceanic islands that are not volcanic are tectonic in origin and arise where plate movements have lifted up the ocean floor above the surface. Examples are Saint Peter and Paul Rocks in the Atlantic Ocean and Macquarie Island in the Pacific.
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One type of volcanic oceanic island is found in a volcanic island arc. These islands arise from volcanoes where the subduction of one plate under another is occurring. Examples are the Aleutian Islands, the Mariana Islands, and most of Tonga in the Pacific Ocean. The only examples in the Atlantic Ocean are some of the Lesser Antilles and the South Sandwich Islands.
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Another type of volcanic oceanic island occurs where an oceanic rift reaches the surface. There are two examples: Iceland, which is the world's second largest volcanic island, and Jan Mayen. Both are in the Atlantic.
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A third type of volcanic oceanic island is formed over volcanic hotspots. A hotspot is more or less stationary relative to the moving tectonic plate above it, so a chain of islands results as the plate drifts. Over long periods of time, this type of island is eventually "drowned" by isostatic adjustment and eroded, becoming a seamount. Plate movement across a hot-spot produces a line of islands oriented in the direction of the plate movement. An example is the Hawaiian Islands, from Hawaii to Kure, which continue beneath the sea surface in a more northerly direction as the Emperor Seamounts. Another chain with similar orientation is the Tuamotu Archipelago; its older, northerly trend is the Line Islands. The southernmost chain is the Austral Islands, with its northerly trending part the atolls in the nation of Tuvalu. Tristan da Cunha is an example of a hotspot volcano in the Atlantic Ocean. Another hotspot in the Atlantic is the island of Surtsey, which was formed in 1963.
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An atoll is an island formed from a coral reef that has grown on an eroded and submerged volcanic island. The reef rises to the surface of the water and forms a new island. Atolls are typically ring-shaped with a central lagoon. Examples are the Line Islands in the Pacific and the Maldives in the Indian Ocean.
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Approximately 45,000 tropical islands with an area of at least 5 hectares (12 acres) exist.[11] Examples formed from coral reefs include Maldives, Tonga, Samoa, Nauru, and Polynesia.[11] Granite islands include Seychelles and Tioman and volcanic islands such as Saint Helena.
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The socio-economic diversity of tropical islands ranges from the Stone Age societies in the interior of North Sentinel, Madagascar, Borneo, and Papua New Guinea to the high-tech lifestyles of the city-islands of Singapore and Hong Kong.[12]
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International tourism is a significant factor in the economy of many tropical islands including Seychelles, Sri Lanka, Mauritius, Réunion, Hawaii, Puerto Rico and the Maldives.
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Almost all of Earth's islands are natural and have been formed by tectonic forces or volcanic eruptions. However, artificial (man-made) islands also exist, such as the island in Osaka Bay off the Japanese island of Honshu, on which Kansai International Airport is located. Artificial islands can be built using natural materials (e.g., earth, rock, or sand) or artificial ones (e.g., concrete slabs or recycled waste).[13][14] Sometimes natural islands are artificially enlarged, such as Vasilyevsky Island in the Russian city of St. Petersburg, which had its western shore extended westward by some 0.5 km in the construction of the Passenger Port of St. Petersburg.[15]
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Artificial islands are sometimes built on pre-existing "low-tide elevation," a naturally formed area of land which is surrounded by and above water at low tide but submerged at high tide. Legally these are not islands and have no territorial sea of their own.[16]
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Islands portal
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A circus is a company of performers who put on diverse entertainment shows that may include clowns, acrobats, trained animals, trapeze acts, musicians, dancers, hoopers, tightrope walkers, jugglers, magicians, unicyclists, as well as other object manipulation and stunt-oriented artists. The term circus also describes the performance which has followed various formats through its 250-year modern history. Although not the inventor of the medium, Philip Astley is credited as the father of the modern circus. In 1768 Astley, a skilled equestrian, began performing exhibitions of trick horse riding in an open field called Ha'Penny Hatch on the south side of the Thames River.[1] In 1770 he hired acrobats, tightrope walkers, jugglers and a clown to fill in the pauses between the equestrian demonstrations and thus chanced on the format which was later named a "circus". Performances developed significantly over the next fifty years, with large-scale theatrical battle reenactments becoming a significant feature. The traditional format, in which a ringmaster introduces a variety of choreographed acts set to music, developed in the latter part of the 19th century and remained the dominant format until the 1970s.
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As styles of performance have developed since the time of Astley, so too have the types of venues where these circuses have performed. The earliest modern circuses were performed in open-air structures with limited covered seating. From the late 18th to late 19th century, custom-made circus buildings (often wooden) were built with various types of seating, a centre ring, and sometimes a stage. The traditional large tents commonly known as "big tops" were introduced in the mid-19th century as touring circuses superseded static venues. These tents eventually became the most common venue. Contemporary circuses perform in a variety of venues including tents, theatres and casinos. Many circus performances are still held in a ring, usually 13 m (42 ft) in diameter. This dimension was adopted by Astley in the late 18th century as the minimum diameter that enabled an acrobatic horse rider to stand upright on a cantering horse to perform their tricks.
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Contemporary circus has been credited with a revival of the circus tradition since the late 1970s, when a number of groups began to experiment with new circus formats and aesthetics, typically avoiding the use of animals to focus exclusively on human artistry. Circuses within the movement have tended to favor a theatrical approach, combining character-driven circus acts with original music in a broad variety of styles to convey complex themes or stories. Contemporary circus continues to develop new variations on the circus tradition while absorbing new skills, techniques and stylistic influences from other performing arts.
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First attested in English 14th century, the word circus derives from Latin circus,[2] which is the romanization of the Greek κίρκος (kirkos), itself a metathesis of the Homeric Greek κρίκος (krikos), meaning "circle" or "ring".[3] In the book De Spectaculis early Christian writer Tertullian claimed that the first circus games were staged by the goddess Circe in honour of her father Helios, the Sun God.[4]
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The modern and commonly held idea of a circus is of a Big Top with various acts providing entertainment therein. However, the history of circuses is more complex, with historians disagreeing on its origin, as well as revisions being done about the history due to the changing nature of historical research, and the ongoing circus phenomenon. For many, circus history begins with Englishman Philip Astley, while for others its origins go back much further—to Roman times.
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In Ancient Rome, the circus was a building for the exhibition of horse and chariot races, equestrian shows, staged battles, gladiatorial combat and displays of (and fights with) trained animals. The circuses of Rome were similar to the ancient Greek hippodromes, although circuses served varying purposes and differed in design and construction, and for events that involved re-enactments of naval battles, the circus was flooded with water. The Roman circus buildings were, however, not circular but rectangular with semi circular ends. The lower seats were reserved for persons of rank; there were also various state boxes for the giver of the games and his friends. The circus was the only public spectacle at which men and women were not separated. Some circus historians such as George Speaight have stated "these performances may have taken place in the great arenas that were called 'circuses' by the Romans, but it is a mistake to equate these places, or the entertainments presented there, with the modern circus" [5] Others have argued that the lineage of the circus does go back to the Roman circuses and a chronology of circus-related entertainment can be traced to Roman times, continued by the Hippodrome of Constantinople that operated until the 13th century, through medieval and renaissance jesters, minstrels and troubadours to the late 18th century and the time of Astley. [6] [7]
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The first circus in the city of Rome was the Circus Maximus, in the valley between the Palatine and Aventine hills. It was constructed during the monarchy and, at first, built completely from wood. After being rebuilt several times, the final version of the Circus Maximus could seat 250,000 people; it was built of stone and measured 400m in length and 90m in width.[8] Next in importance were the Circus Flaminius and the Circus Neronis, from the notoriety which it obtained through the Circensian pleasures of Nero. A fourth circus was constructed by Maxentius; its ruins have helped archaeologists reconstruct the Roman circus.
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For some time after the fall of Rome, large circus buildings fell out of use as centres of mass entertainment. Instead, itinerant performers, animal trainers and showmen travelled between towns throughout Europe, performing at local fairs.
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The origin of the modern circus has been attributed to Philip Astley, who was born 1742 in Newcastle-under-Lyme, England. He became a cavalry officer who set up the first modern amphitheatre for the display of horse riding tricks in Lambeth, London on 4 April 1768.[9][10][11] Astley did not originate trick horse riding, nor was he first to introduce acts such as acrobats and clowns to the English public, but he was the first to create a space where all these acts were brought together to perform a show.[12] Astley rode in a circle rather than a straight line as his rivals did, and thus chanced on the format of performing in a circle.[13] Astley performed stunts in a 42 ft diameter ring, which is the standard size used by circuses ever since.[12] Astley referred to the performance arena as a circle and the building as an amphitheatre; these would later be known as a circus.[14] In 1770 Astley hired acrobats, tightrope walkers, jugglers and a clown to fill in the pauses between acts.[12]
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Astley was followed by Andrew Ducrow, whose feats of horsemanship had much to do with establishing the traditions of the circus, which were perpetuated by Hengler's and Sanger's celebrated shows in a later generation. In England circuses were often held in purpose-built buildings in large cities, such as the London Hippodrome, which was built as a combination of the circus, the menagerie and the variety theatre, where wild animals such as lions and elephants from time to time appeared in the ring, and where convulsions of nature such as floods, earthquakes and volcanic eruptions have been produced with an extraordinary wealth of realistic display. Joseph Grimaldi, the first mainstream clown, had his first major role as Little Clown in the pantomime The Triumph of Mirth; or, Harlequin's Wedding in 1781.[15] The Royal Circus was opened in London on 4 November 1782 by Charles Dibdin (who coined the term "circus"),[16] aided by his partner Charles Hughes, an equestrian performer.[17] In 1782, Astley established the Amphithéâtre Anglais in Paris, the first purpose-built circus in France, followed by 18 other permanent circuses in cities throughout Europe.[18][19] Astley leased his Parisian circus to the Italian Antonio Franconi in 1793.[20] In 1826, the first circus took place under a canvas big top.[21]
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The Scotsman John Bill Ricketts brought the first modern circus to the United States. He began his theatrical career with Hughes Royal Circus in London in the 1780s, and travelled from England in 1792 to establish his first circus in Philadelphia. The first circus building in the US opened on April 3, 1793 in Philadelphia, where Ricketts gave America's first complete circus performance.[22][23] George Washington attended a performance there later that season.[24]
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In the Americas during the first two decades of the 19th century, the Circus of Pepin and Breschard toured from Montreal to Havana, building circus theatres in many of the cities it visited. Victor Pépin, a native New Yorker,[25] was the first American to operate a major circus in the United States.[26] Later the establishments of Purdy, Welch & Co., and of van Amburgh gave a wider popularity to the circus in the United States. In 1825, Joshuah Purdy Brown was the first circus owner to use a large canvas tent for the circus performance. Circus pioneer Dan Rice was the most famous pre-Civil War circus clown,[27] popularizing such expressions as "The One-Horse Show" and "Hey, Rube!". The American circus was revolutionized by P. T. Barnum and William Cameron Coup, who launched the travelling P. T. Barnum's Museum, Menagerie & Circus, the first freak show. Coup also introduced the first multiple-ring circuses, and was also the first circus entrepreneur to use circus trains to transport the circus between towns.
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In 1838, the equestrian Thomas Taplin Cooke returned to England from the United States, bringing with him a circus tent.[28] At this time, itinerant circuses that could be fitted-up quickly were becoming popular in Britain. William Batty's circus, for example, between 1838 and 1840, travelled from Newcastle to Edinburgh and then to Portsmouth and Southampton. Pablo Fanque, who is noteworthy as Britain's only black circus proprietor and who operated one of the most celebrated travelling circuses in Victorian England, erected temporary structures for his limited engagements or retrofitted existing structures.[29] One such structure in Leeds, which Fanque assumed from a departing circus, collapsed, resulting in minor injuries to many but the death of Fanque's wife.[30][31] Three important circus innovators were the Italian Giuseppe Chiarini, and Frenchmen Louis Soullier and Jacques Tourniaire, whose early travelling circuses introduced the circus to Latin America, Australia, Southeast Asia, China, South Africa and Russia. Soullier was the first circus owner to introduce Chinese acrobatics to the European circus when he returned from his travels in 1866, and Tourniaire was the first to introduce the performing art to Ranga, where it became extremely popular.
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After an 1881 merger with James Anthony Bailey and James L. Hutchinson's circus and Barnum's death in 1891, his circus travelled to Europe as the Barnum & Bailey Greatest Show On Earth, where it toured from 1897 to 1902, impressing other circus owners with its large scale, its touring techniques (including the tent and circus train), and its combination of circus acts, a zoological exhibition and a freak show. This format was adopted by European circuses at the turn of the 20th century.
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The influence of the American circus brought about a considerable change in the character of the modern circus. In arenas too large for speech to be easily audible, the traditional comic dialog of the clown assumed a less prominent place than formerly, while the vastly increased wealth of stage properties relegated to the background the old-fashioned equestrian feats, which were replaced by more ambitious acrobatic performances, and by exhibitions of skill, strength and daring, requiring the employment of immense numbers of performers and often of complicated and expensive machinery.
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From the late 19th century through the first half of the 20th century, travelling circuses were a major form of spectator entertainment in the US and attracted huge attention whenever they arrived in a city. After World War II, the popularity of the circus declined as new forms of entertainment (such as television) arrived and the public's tastes became more sophisticated. From the 1960s onward, circuses attracted growing criticism from animal rights activists. Many circuses went out of business or were forced to merge with other circus companies. Nonetheless, a good number of travelling circuses are still active in various parts of the world, ranging from small family enterprises to three-ring extravaganzas. Other companies found new ways to draw in the public with innovative new approaches to the circus form itself.
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In 1919, Lenin, head of the Soviet Russia, expressed a wish for the circus to become "the people's art-form", with facilities and status on par with theatre, opera and ballet. The USSR nationalized Russian circuses. In 1927, the State University of Circus and Variety Arts, better known as the Moscow Circus School, was established; performers were trained using methods developed from the Soviet gymnastics program. When the Moscow State Circus company began international tours in the 1950s, its levels of originality and artistic skill were widely applauded.
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Circuses from China, drawing on Chinese traditions of acrobatics, like the Chinese State Circus are also popular touring acts.
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Contemporary circus (originally known as nouveau cirque) is a performing arts movement that originated in the 1970s in Australia, Canada, France,[32] the West Coast of the United States, and the United Kingdom. Contemporary circus combines traditional circus skills and theatrical techniques to convey a story or theme. Compared with the traditional circus, the contemporary genre of circus tends to focus more attention on the overall aesthetic impact, on character and story development, and on the use of lighting design, original music, and costume design to convey thematic or narrative content. For aesthetic or economic reasons, contemporary circus productions may sometimes be staged in theatres rather than in large outdoor tents. Music used in the production is often composed exclusively for that production, and aesthetic influences are drawn as much from contemporary culture as from circus history. Animal acts appear rarely in contemporary circus, in contrast to traditional circus, where animal acts have often been a significant part of the entertainment.
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Early pioneers of the contemporary circus genre included: Circus Oz, forged in Australia in 1977 from SoapBox Circus (1976) and New Circus (1973);[33] the Pickle Family Circus, founded in San Francisco in 1975; Ra-Ra Zoo in 1984 in London; Nofit State Circus in 1984 from Wales; Cirque du Soleil, founded in Quebec in 1984; Cirque Plume and Archaos from France in 1984 and 1986 respectively. More recent examples include: Cirque Éloize (founded in Quebec in 1993); Sweden's Cirkus Cirkör (1995); Teatro ZinZanni (founded in Seattle in 1998); the West African Circus Baobab (late 1990s);[34] and Montreal's Les 7 doigts de la main (founded in 2002).[35] The genre includes other circus troupes such as the Vermont-based Circus Smirkus (founded in 1987 by Rob Mermin) and Le Cirque Imaginaire (later renamed Le Cirque Invisible, both founded and directed by Victoria Chaplin, daughter of Charlie Chaplin).
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The most conspicuous success story in the contemporary genre has been that of Cirque du Soleil, the Canadian circus company whose estimated annual revenue now exceeds US$810 million,[36] and whose nouveau cirque shows have been seen by nearly 90 million spectators in over 200 cities on five continents.[37]
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A traditional circus performance is often led by a ringmaster who has a role similar to a Master of Ceremonies. The ringmaster presents performers, speaks to the audience, and generally keeps the show moving. The activity of the circus traditionally takes place within a ring; large circuses may have multiple rings, like the six-ringed Moscow State Circus. A circus often travels with its own band, whose instrumentation in the United States has traditionally included brass instruments, drums, glockenspiel, and sometimes the distinctive sound of the calliope.
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Common acts include a variety of acrobatics, gymnastics (including tumbling and trampoline), aerial acts (such as trapeze, aerial silk, corde lisse), contortion, stilt-walking, and a variety of other routines. Juggling is one of the most common acts in a circus; the combination of juggling and gymnastics is called equilibristics and includes acts like plate spinning and the rolling globe. Acts like these are some of the most common and the most traditional. Clowns are common to most circuses and are typically skilled in many circus acts; "clowns getting into the act" is a very familiar theme in any circus. Famous circus clowns have included Austin Miles, the Fratellini Family, Rusty Russell, Emmett Kelly, Grock, and Bill Irwin.
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Daredevil stunt acts, freak shows, and sideshow acts are also parts of some circus acts, these activities may include human cannonball, chapeaugraphy, fire eating, breathing, and dancing, knife throwing, magic shows, sword swallowing, or strongman. Famous sideshow performers include Zip the Pinhead and The Doll Family. A popular sideshow attraction from the early 19th century was the flea circus, where fleas were attached to props and viewed through a Fresnel lens.
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The Movement
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Aspects
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Ideas
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Related
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A variety of animals have historically been used in acts. While the types of animals used vary from circus to circus, big cats (namely lions, tigers, and leopards), camels, llamas, elephants, zebras, horses, donkeys, birds (like parrots, doves, and cockatoos), sea lions, bears, monkeys, and domestic animals such as cats and dogs are the most common.
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The earliest involvement of animals in circus was just the display of exotic creatures in a menagerie. Going as far back as the early eighteenth century, exotic animals were transported to North America for display, and menageries were a popular form of entertainment.[39] The first true animals acts in the circus were equestrian acts. Soon elephants and big cats were displayed as well. Isaac A. Van Amburgh entered a cage with several big cats in 1833, and is generally considered to be the first wild animal trainer in American circus history.[26] Mabel Stark was a famous female tiger-tamer.
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Animal rights groups have documented many cases of animal cruelty in the training of performing circus animals.[41][42] The animal rights group People for the Ethical Treatment of Animals (PETA) contends that animals in circuses are frequently beaten into submission and that physical abuse has always been the method for training circus animals. It is also alleged that the animals are kept in cages that are too small and are given very little opportunity to walk around outside of their enclosure, thereby violating their right to freedom.
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According to PETA, although the US Animal Welfare Act does not permit any sort of punishment that puts the animals in discomfort,[43] trainers will still go against this law and use such things as electric rods and bull hooks.[44] According to PETA, during an undercover investigation of Carson & Barnes Circus, video footage was captured showing animal care director Tim Frisco training endangered Asian elephants with electrical shock prods and instructing other trainers to "beat the elephants with a bullhook as hard as they can and sink the sharp metal hook into the elephant's flesh and twist it until they scream in pain".[44]
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On behalf of the Ministry of Agriculture, Nature and Food Quality of the Netherlands, Wageningen University conducted an investigation into the welfare of circus animals in 2008.[45] The following issues, among others, were found:
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Based on these findings, the researchers called for more stringent regulation regarding the welfare of circus animals. In 2012, the Dutch government announced a ban on the use of wild circus animals.[46]
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In testimony in U.S. District Court in 2009, Ringling Bros. and Barnum & Bailey Circus CEO Kenneth Feld acknowledged that circus elephants are struck behind the ears, under the chin and on their legs with metal tipped prods, called bull hooks. Feld stated that these practices are necessary to protect circus workers. Feld also acknowledged that an elephant trainer was reprimanded for using an electric shock device, known as a hot shot or electric prod, on an elephant, which Feld also stated was appropriate practice. Feld denied that any of these practices harm elephants.[47] In its January 2010 verdict on the case, brought against Feld Entertainment International by the American Society for the Prevention of Cruelty to Animals et al., the Court ruled that evidence against the circus company was "not credible with regard to the allegations".[48] In lieu of a USDA hearing, Feld Entertainment Inc. (parent of Ringling Bros.) agreed to pay an unprecedented $270,000 fine for violations of the Animal Welfare Act that allegedly occurred between June 2007 and August 2011.[49]
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A 14-year litigation against the Ringling Bros. and Barnum & Bailey Circus came to an end in 2014 when The Humane Society of the United States and a number of other animal rights groups paid a $16 million settlement to Feld Entertainment.[50] However, the circus closed in May 2017 after a 146-year run when it experienced a steep decline in ticket sales a year after it discontinued its elephant act and sent its pachyderms to a reserve.[51]
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On February 1, 1992 at the Great American Circus in Palm Bay, Florida, an elephant named Janet (1965 – February 1, 1992) went out of control while giving a ride to a mother, her two children, and three other children. The elephant then stampeded through the circus grounds outside before being shot to death by police.[52] Also, during a Circus International performance in Honolulu, Hawaii on 20 August 1994, an elephant called Tyke (1974 – August 20, 1994) killed her trainer, Allen Campbell, and severely mauled her groomer, Dallas Beckwith, in front of hundreds of spectators. Tyke then bolted from the arena and ran through the streets of Kakaako for more than thirty minutes. Police fired 86 shots at Tyke, who eventually collapsed from the wounds and died.[53]
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In December 2018, New Jersey became the first state in the U.S. to ban circuses, carnivals and fairs from featuring elephants, tigers and other exotic animals.[54]
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In 1998 in the United Kingdom, a parliamentary working group chaired by MP Roger Gale studied living conditions and treatment of animals in UK circuses. All members of this group agreed that a change in the law was needed to protect circus animals. Gale told the BBC, "It's undignified and the conditions under which they are kept are woefully inadequate—the cages are too small, the environments they live in are not suitable and many of us believe the time has come for that practice to end." The group reported concerns about boredom and stress, and noted that an independent study by a member of the Wildlife Conservation Research Unit at Oxford University "found no evidence that circuses contribute to education or conservation."[55] However, in 2007, a different working group under the UK Department for Environment, Food and Rural Affairs, having reviewed information from experts representing both the circus industry and animal welfare, found an absence of "scientific evidence sufficient to demonstrate that travelling circuses are not compatible with meeting the welfare needs of any type of non-domesticated animal presently being used in the United Kingdom." According to that group's report, published in October 2007, "there appears to be little evidence to demonstrate that the welfare of animals kept in travelling circuses is any better or any worse than that of animals kept in other captive environments."[56]
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A ban prohibiting the use of wild animals in circuses in Britain was due to be passed in 2015, but Conservative MP Christopher Chope repeatedly blocked the bill under the reasoning that "The EU Membership Costs and Benefits bill should have been called by the clerk before the circuses bill, so I raised a point of order". He explained that the circus bill was "at the bottom of the list" for discussion.[57] The Animal Defenders International non-profit group dubbed this "a huge embarrassment for Britain that 30 other nations have taken action before us on this simple and popular measure".[58]
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On May 1, 2019 Environmental Secretary Michael Gove announced a new Bill to ban the use of wild animals in traveling circuses.[59]
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There are nationwide bans on using some if not all animals in circuses in India, Iran, Israel, Singapore, Austria, Belgium, Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Cyprus, Denmark, Estonia, Finland, Greece, Hungary, Ireland, Italy, Malta, Netherlands, Norway, Poland, Portugal, Slovenia, Sweden, Switzerland, Bolivia, Colombia, Costa Rica, Ecuador, El Salvador, Mexico, Panama, Paraguay and Peru.[60][61] Germany, Spain, United Kingdom, Australia, Argentina, Chile, Brazil, Canada, and the United States have locally restricted or banned the use of animals in entertainment.[61] In response to a growing popular concern about the use of animals in entertainment, animal-free circuses are becoming more common around the world.[62] In 2009, Bolivia passed legislation banning the use of any animals, wild or domestic, in circuses. The law states that circuses "constitute an act of cruelty." Circus operators had one year from the bill's passage on July 1, 2009 to comply.[63] In 2018 in Germany, an accident with an elephant during a circus performance, prompted calls to ban animal performances in circuses. PETA called the German politicians to outlaw the keeping of animals for circuses.[64]
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A survey confirmed that on average, wild animals spend around 99 to 91 percent of their time in cages, wagons, or enclosure due to transportation. This causes a huge amount of distress to animals and leads to excessive amounts of drooling.[65]
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City ordinances banning performances by wild animals have been enacted in San Francisco (2015),[66] Los Angeles (2017),[67] and New York City (2017).[68] These bans include movies, TV shows, ads, petting zoos, or any showcase of animals where they are in direct contact with the audience. The reason being the high chance of the animals to harm someone in the audience. This is due to their instincts which humans cannot control.[69]
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Greece became the first European country to ban any animal from performing in any circus in its territory in February 2012, following a campaign by Animal Defenders International and the Greek Animal Welfare Fund (GAWF).[70]
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On June 6, 2015, the Federation of Veterinarians of Europe adopted a position paper in which it recommends the prohibition of the use of wild animals in traveling circuses.[71][72]
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Despite the contemporary circus' shift toward more theatrical techniques and its emphasis on human rather than animal performance, traditional circus companies still exist alongside the new movement. Numerous circuses continue to maintain animal performers, including UniverSoul Circus and the Big Apple Circus from the United States, Circus Krone from Munich, Circus Royale and Lennon Bros Circus from Australia, Vazquez Hermanos Circus, Circo Atayde Hermanos, and Hermanos Mayaror Circus[73] from Mexico, and Moira Orfei Circus[74] from Italy, to name just a few.
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In some towns, there are circus buildings where regular performances are held. The best known are:
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In other countries, purpose-built circus buildings still exist which are no longer used as circuses, or are used for circus only occasionally among a wider programme of events; for example, the Cirkusbygningen (The Circus Building) in Copenhagen, Denmark, Cirkus in Stockholm, Sweden, or Carré Theatre in Amsterdam, Netherlands.
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The International Circus Festival of Monte-Carlo[76] has been held in Monaco since 1974 and was the first of many international awards for circus performers.
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The atmosphere of the circus has served as a dramatic setting for many musicians. The most famous circus theme song is called "Entrance of the Gladiators", and was composed in 1904 by Julius Fučík. Other circus music includes "El Caballero", "Quality Plus", "Sunnyland Waltzes", "The Storming of El Caney", "Pahjamah", "Bull Trombone", "Big Time Boogie", "Royal Bridesmaid March", "The Baby Elephant Walk", "Liberty Bell March", "Java", Strauss's "Radetsky March", and "Pageant of Progress". A poster for Pablo Fanque's Circus Royal, one of the most popular circuses of Victorian England, inspired John Lennon to write Being for the Benefit of Mr. Kite! on The Beatles' album, Sgt. Pepper's Lonely Hearts Club Band. The song title refers to William Kite, a well-known circus performer in the 19th century. Producer George Martin and EMI engineers created the song's fairground atmosphere by assembling a sound collage of collected recordings of calliopes and fairground organs, which they cut into strips of various lengths, threw into a box, and then mixed up and edited together randomly, creating a long loop which was mixed into the final production.[77] Another traditional circus song is the John Philip Sousa march "Stars and Stripes Forever", which is played only to alert circus performers of an emergency.
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Plays set in a circus include the 1896 musical The Circus Girl by Lionel Monckton, Polly of the Circus written in 1907 by Margaret Mayo, He Who Gets Slapped written by Russian Leonid Andreyev 1916 and later adapted into one of the first circus films, Katharina Knie written in 1928 by Carl Zuckmayer and adapted for the English stage in 1932 as Caravan by playwright Cecily Hamilton, the revue Big Top written by Herbert Farjeon in 1942, Top of the Ladder written by Tyrone Guthrie in 1950, Stop the World, I Want to Get Off written by Anthony Newley in 1961, and Barnum with music by Cy Coleman and lyrics and book by Mark Bramble, Roustabout: The Great Circus Train Wreck written by Jay Torrence in 2006.
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Following World War I, circus films became popular. In 1924 He Who Gets Slapped was the first film released by MGM; in 1925 Sally of the Sawdust (remade 1930), Variety, and Vaudeville were produced, followed by The Devil's Circus in 1926 and The Circus starring Charlie Chaplin, Circus Rookies, 4 Devils; and Laugh Clown Laugh in 1928. German film Salto Mortale about trapeze artists was released in 1931 and remade in the United States and released as Trapeze starring Burt Lancaster in 1956; in 1932 Freaks was released; Charlie Chan at the Circus, Circus (USSR) and The Three Maxiums were released in 1936 and At the Circus starring the Marx Brothers and You Can't Cheat an Honest Man in 1939. Circus films continued to be popular during the Second World War; films from this era included The Great Profile starring John Barrymore (1940), the animated Disney film Dumbo (1941), Road Show (1941), The Wagons Roll at Night (1941) and Captive Wild Woman (1943).
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Tromba, a film about a tiger trainer, was released in 1948. In 1952 Cecil B. de Mille's Oscar-winning film The Greatest Show on Earth was first shown. Released in 1953 were Man on a Tightrope and Ingmar Bergman's Gycklarnas afton (released as Sawdust and Tinsel in the United States); these were followed by Life Is a Circus; Ring of Fear; 3 Ring Circus (1954) and La Strada (1954), an Oscar-winning film by Federico Fellini about a girl who is sold to a circus strongman. Fellini made a second film set in the circus called The Clowns in 1970. Films about the circus made since 1959 include Disney's Toby Tyler (1960), the B-movie Circus of Horrors (also in 1960); the musical film Billy Rose's Jumbo (1962); A Tiger Walks, a Disney film about a tiger that escapes from the circus; and Circus World (1964), starring John Wayne. Mera Naam Joker (1970) a Hindi drama film directed by Raj Kapoor which was about a clown who must make his audience laugh at the cost of his own sorrows. In the film Jungle Emperor Leo (1997), Leo's son Lune is captured and placed in a circus, which burns down when a tiger knocks down a ring of fire while jumping through it. The Greatest Showman, a musical film loosely based on the life of P. T. Barnum, was released in 2017.
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The TV series Circus Humberto, based on the novel by Eduard Bass, follows the history of the circus family Humberto between 1826 and 1924. The setting of the HBO television series Carnivàle, which ran from 2003 to 2005, is also largely set in a travelling circus. The circus has also inspired many writers. Numerous books, both non-fiction and fiction, have been published about circus life. Notable examples of circus-based fiction include Circus Humberto by Eduard Bass, Cirque du Freak by Darren Shan, and Spangle by Gary Jennings. The novel Water for Elephants by Sara Gruen tells the fictional tale of a circus veterinarian and was made into a movie with the same title, starring Robert Pattinson and Reese Witherspoon.
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Circus is the central theme in comic books of Super Commando Dhruva, an Indian comic book superhero. According to this series, Dhruva was born and brought up in a fictional Indian circus called Jupiter Circus. When a rival circus burnt down Jupiter Circus, killing everyone in it, including Dhruva's parents, Dhruva vowed to become a crime fighter. A circus-based television series called Circus was also telecast in India in 1989 on DD National, starring Shahrukh Khan as the lead actor.
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Amino acids are organic compounds that contain amine (-NH2) and carboxyl (-COOH) functional groups, along with a side chain (R group) specific to each amino acid.[1][2] The key elements of an amino acid are carbon (C), hydrogen (H), oxygen (O), and nitrogen (N), although other elements are found in the side chains of certain amino acids. About 500 naturally occurring amino acids are known (though only 20 appear in the genetic code) and can be classified in many ways.[3] They can be classified according to the core structural functional groups' locations as alpha- (α-), beta- (β-), gamma- (γ-) or delta- (δ-) amino acids; other categories relate to polarity, pH level, and side chain group type (aliphatic, acyclic, aromatic, containing hydroxyl or sulfur, etc.). In the form of proteins, amino acid residues form the second-largest component (water is the largest) of human muscles and other tissues.[4] Beyond their role as residues in proteins, amino acids participate in a number of processes such as neurotransmitter transport and biosynthesis.
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In biochemistry, amino acids having both the amine and the carboxylic acid groups attached to the first (alpha-) carbon atom have particular importance. They are known as 2-, alpha-, or α-amino acids (generic formula H2NCHRCOOH in most cases,[a] where R is an organic substituent known as a "side chain");[5] often the term "amino acid" is used to refer specifically to these. They include the 22 proteinogenic ("protein-building") amino acids,[6][7][8] which combine into peptide chains ("polypeptides") to form the building-blocks of a vast array of proteins.[9] These are all L-stereoisomers ("left-handed" isomers), although a few D-amino acids ("right-handed") occur in bacterial envelopes, as a neuromodulator (D-serine), and in some antibiotics.[10]
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Twenty of the proteinogenic amino acids are encoded directly by triplet codons in the genetic code and are known as "standard" amino acids. The other two ("non-standard" or "non-canonical") are selenocysteine (present in many prokaryotes as well as most eukaryotes, but not coded directly by DNA), and pyrrolysine (found only in some archaea and one bacterium). Pyrrolysine and selenocysteine are encoded via variant codons; for example, selenocysteine is encoded by stop codon and SECIS element.[11][12][13] N-formylmethionine (which is often the initial amino acid of proteins in bacteria, mitochondria, and chloroplasts) is generally considered as a form of methionine rather than as a separate proteinogenic amino acid. Codon–tRNA combinations not found in nature can also be used to "expand" the genetic code and form novel proteins known as alloproteins incorporating non-proteinogenic amino acids.[14][15][16]
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Many important proteinogenic and non-proteinogenic amino acids have biological functions. For example, in the human brain, glutamate (standard glutamic acid) and gamma-amino-butyric acid ("GABA", non-standard gamma-amino acid) are, respectively, the main excitatory and inhibitory neurotransmitters.[17] Hydroxyproline, a major component of the connective tissue collagen, is synthesised from proline. Glycine is a biosynthetic precursor to porphyrins used in red blood cells. Carnitine is used in lipid transport.
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Nine proteinogenic amino acids are called "essential" for humans because they cannot be produced from other compounds by the human body and so must be taken in as food. Others may be conditionally essential for certain ages or medical conditions. Essential amino acids may also differ between species.[b]
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Because of their biological significance, amino acids are important in nutrition and are commonly used in nutritional supplements, fertilizers, feed, and food technology. Industrial uses include the production of drugs, biodegradable plastics, and chiral catalysts.
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The first few amino acids were discovered in the early 19th century.[18][19] In 1806, French chemists Louis-Nicolas Vauquelin and Pierre Jean Robiquet isolated a compound in asparagus that was subsequently named asparagine, the first amino acid to be discovered.[20][21] Cystine was discovered in 1810,[22] although its monomer, cysteine, remained undiscovered until 1884.[21][23] Glycine and leucine were discovered in 1820.[24] The last of the 20 common amino acids to be discovered was threonine in 1935 by William Cumming Rose, who also determined the essential amino acids and established the minimum daily requirements of all amino acids for optimal growth.[25][26]
|
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The unity of the chemical category was recognized by Wurtz in 1865, but he gave no particular name to it.[27] First use of the term "amino acid" in the English language dates from 1898,[28] while the German term, Aminosäure, was used earlier.[29] Proteins were found to yield amino acids after enzymatic digestion or acid hydrolysis. In 1902, Emil Fischer and Franz Hofmeister independently proposed that proteins are formed from many amino acids, whereby bonds are formed between the amino group of one amino acid with the carboxyl group of another, resulting in a linear structure that Fischer termed "peptide".[30]
|
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+
In the structure shown at the top of the page, R represents a side chain specific to each amino acid. The carbon atom next to the carboxyl group (which is therefore numbered 2 in the carbon chain starting from that functional group) is called the α–carbon. Amino acids containing an amino group bonded directly to the alpha carbon are referred to as alpha amino acids.[31] These include amino acids such as proline which contain secondary amines, which used to be often referred to as "imino acids".[32][33][34]
|
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+
The alpha amino acids are the most common form found in nature, but only when occurring in the L-isomer. The alpha carbon is a chiral carbon atom, with the exception of glycine which has two indistinguishable hydrogen atoms on the alpha carbon.[35] Therefore, all alpha amino acids but glycine can exist in either of two enantiomers, called L or D amino acids (relative configuration), which are mirror images of each other (see also Chirality). While L-amino acids represent all of the amino acids found in proteins during translation in the ribosome, D-amino acids are found in some proteins produced by enzyme posttranslational modifications after translation and translocation to the endoplasmic reticulum, as in exotic sea-dwelling organisms such as cone snails.[36] They are also abundant components of the peptidoglycan cell walls of bacteria,[37] and D-serine may act as a neurotransmitter in the brain.[38] D-amino acids are used in racemic crystallography to create centrosymmetric crystals, which (depending on the protein) may allow for easier and more robust protein structure determination.[39] The L and D convention for amino acid configuration refers not to the optical activity of the amino acid itself but rather to the optical activity of the isomer of glyceraldehyde from which that amino acid can, in theory, be synthesized (D-glyceraldehyde is dextrorotatory; L-glyceraldehyde is levorotatory).
|
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In alternative fashion, the (S) and (R) designators are used to indicate the absolute configuration. Almost all of the amino acids in proteins are (S) at the α carbon, with cysteine being (R) and glycine non-chiral.[40] Cysteine has its side chain in the same geometric position as the other amino acids, but the R/S terminology is reversed because of the higher atomic number of sulfur compared to the carboxyl oxygen gives the side chain a higher priority by the Cahn–Ingold–Prelog rules, whereas the atoms in other side chains give them lower priority compared to the carboxyl group.
|
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+
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+
Amino acids are designated as α- when the nitrogen atom is attached to the carbon atom adjacent to the carboxyl group: in this case the compound contains the sub-structure N-C-CO2. Amino acids with the sub-structure N-C-C-CO2 are classified as β- amino acids. γ- amino acids contain the sub-structure N-C-C-C-CO2, and so on.[41]
|
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+
Amino acids are usually classified by the properties of their side chain into four groups. The side chain can make an amino acid a weak acid or a weak base, and a hydrophile if the side chain is polar or a hydrophobe if it is nonpolar.[35] The chemical structures of the 22 standard amino acids, along with their chemical properties, are described more fully in the article on these proteinogenic amino acids.
|
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The phrase "branched-chain amino acids" or BCAA refers to the amino acids having aliphatic side chains that are linear; these are leucine, isoleucine, and valine. Proline is the only proteinogenic amino acid whose side-group links to the α-amino group and, thus, is also the only proteinogenic amino acid containing a secondary amine at this position.[35] In chemical terms, proline is, therefore, an imino acid, since it lacks a primary amino group,[42] although it is still classed as an amino acid in the current biochemical nomenclature,[43] and may also be called an "N-alkylated alpha-amino acid".[44]
|
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In aqueous solution amino acids exist in two forms (as illustrated at the right), the molecular form and the zwitterion form in equilibrium with each other. The two forms co-exist over the pH range pK1 − 2 to pK2 + 2, which for glycine is pH 0–12. The ratio of the concentrations of the two isomers is independent of pH. The value of this ratio cannot be determined experimentally.
|
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Because all amino acids contain amine and carboxylic acid functional groups, they are amphiprotic.[35] At pH = pK1 (ca. 2.2) there will be equal concentration of the species NH3+CH(R)CO2H and NH3+CH(R)CO2− and at pH = pK2 (ca. 10) there will be equal concentration of the species NH3+CH(R)CO2− and NH2CH(R)CO2−. It follows that the neutral molecule and the zwitterion are effectively the only species present at biological pH.[45]
|
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It is generally assumed that the concentration of the zwitterion is much greater than the concentration of the neutral molecule on the basis of comparisons with the known pK values of amines and carboxylic acids.
|
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+
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+
The variation in titration curves when the amino acids can be grouped by category.[clarification needed] With the exception of tyrosine, using titration to distinguish among hydrophobic amino acids is problematic.
|
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+
At pH values between the two pKa values, the zwitterion predominates, but coexists in dynamic equilibrium with small amounts of net negative and net positive ions. At the exact midpoint between the two pKa values, the trace amount of net negative and trace of net positive ions exactly balance, so that average net charge of all forms present is zero.[46] This pH is known as the isoelectric point pI, so pI = ½(pKa1 + pKa2). The individual amino acids all have slightly different pKa values and therefore have different isoelectric points. For amino acids with charged side chains, the pKa of the side chain is involved. Thus for Asp or Glu with negative side chains, pI = ½(pKa1 + pKaR), where pKaR is the side chain pKa. Cysteine also has potentially negative side chain with pKaR = 8.14, so pI should be calculated as for Asp and Glu, even though the side chain is not significantly charged at physiological pH. For His, Lys, and Arg with positive side chains, pI = ½(pKaR + pKa2). Amino acids have zero mobility in electrophoresis at their isoelectric point, although this behaviour is more usually exploited for peptides and proteins than single amino acids. Zwitterions have minimum solubility at their isoelectric point, and some amino acids (in particular, with non-polar side chains) can be isolated by precipitation from water by adjusting the pH to the required isoelectric point.
|
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+
Amino acids are the structural units (monomers) that make up proteins. They join together to form short polymer chains called peptides or longer chains called either polypeptides or proteins. These polymers are linear and unbranched, with each amino acid within the chain attached to two neighboring amino acids. The process of making proteins encoded by DNA/RNA genetic material is called translation and involves the step-by-step addition of amino acids to a growing protein chain by a ribozyme that is called a ribosome.[47] The order in which the amino acids are added is read through the genetic code from an mRNA template, which is an RNA copy of one of the organism's genes.
|
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Twenty-two amino acids are naturally incorporated into polypeptides and are called proteinogenic or natural amino acids.[35] Of these, 20 are encoded by the universal genetic code. The remaining 2, selenocysteine and pyrrolysine, are incorporated into proteins by unique synthetic mechanisms. Selenocysteine is incorporated when the mRNA being translated includes a SECIS element, which causes the UGA codon to encode selenocysteine instead of a stop codon.[48] Pyrrolysine is used by some methanogenic archaea in enzymes that they use to produce methane. It is coded for with the codon UAG, which is normally a stop codon in other organisms.[49] This UAG codon is followed by a PYLIS downstream sequence.[50]
|
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Aside from the 22 proteinogenic amino acids, many non-proteinogenic amino acids are known. Those either are not found in proteins (for example carnitine, GABA, levothyroxine) or are not produced directly and in isolation by standard cellular machinery (for example, hydroxyproline and selenomethionine).
|
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+
Non-proteinogenic amino acids that are found in proteins are formed by post-translational modification, which is modification after translation during protein synthesis. These modifications are often essential for the function or regulation of a protein. For example, the carboxylation of glutamate allows for better binding of calcium cations,[51] and collagen contains hydroxyproline, generated by hydroxylation of proline.[52] Another example is the formation of hypusine in the translation initiation factor EIF5A, through modification of a lysine residue.[53] Such modifications can also determine the localization of the protein, e.g., the addition of long hydrophobic groups can cause a protein to bind to a phospholipid membrane.[54]
|
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Some non-proteinogenic amino acids are not found in proteins. Examples include 2-aminoisobutyric acid and the neurotransmitter gamma-aminobutyric acid. Non-proteinogenic amino acids often occur as intermediates in the metabolic pathways for standard amino acids – for example, ornithine and citrulline occur in the urea cycle, part of amino acid catabolism (see below).[55] A rare exception to the dominance of α-amino acids in biology is the β-amino acid beta alanine (3-aminopropanoic acid), which is used in plants and microorganisms in the synthesis of pantothenic acid (vitamin B5), a component of coenzyme A.[56]
|
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|
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+
Although D-isomers are uncommon in live organisms, gramicidin is a polypeptide made up from mixture of D- and L-amino acids.[57] Other compounds containing D-amino acids are tyrocidine and valinomycin. These compounds disrupt bacterial cell walls, particularly in Gram-positive bacteria. As of 2011[update], only 837 D-amino acids were found in the Swiss-Prot database out of a total of 187 million amino acids analysed.[58]
|
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52 |
+
The 20 amino acids that are encoded directly by the codons of the universal genetic code are called standard or canonical amino acids. A modified form of methionine (N-formylmethionine) is often incorporated in place of methionine as the initial amino acid of proteins in bacteria, mitochondria and chloroplasts. Other amino acids are called non-standard or non-canonical. Most of the non-standard amino acids are also non-proteinogenic (i.e. they cannot be incorporated into proteins during translation), but two of them are proteinogenic, as they can be incorporated translationally into proteins by exploiting information not encoded in the universal genetic code.
|
53 |
+
|
54 |
+
The two non-standard proteinogenic amino acids are selenocysteine (present in many non-eukaryotes as well as most eukaryotes, but not coded directly by DNA) and pyrrolysine (found only in some archaea and one bacterium). The incorporation of these non-standard amino acids is rare. For example, 25 human proteins include selenocysteine (Sec) in their primary structure,[59] and the structurally characterized enzymes (selenoenzymes) employ Sec as the catalytic moiety in their active sites.[60] Pyrrolysine and selenocysteine are encoded via variant codons. For example, selenocysteine is encoded by stop codon and SECIS element.[11][12][13]
|
55 |
+
|
56 |
+
When taken up into the human body from the diet, the 20 standard amino acids either are used to synthesize proteins, other biomolecules, or are oxidized to urea and carbon dioxide as a source of energy.[61] The oxidation pathway starts with the removal of the amino group by a transaminase; the amino group is then fed into the urea cycle. The other product of transamidation is a keto acid that enters the citric acid cycle.[62] Glucogenic amino acids can also be converted into glucose, through gluconeogenesis.[63] Of the 20 standard amino acids, nine (His, Ile, Leu, Lys, Met, Phe, Thr, Trp and Val) are called essential amino acids because the human body cannot synthesize them from other compounds at the level needed for normal growth, so they must be obtained from food.[64][65][66] In addition, cysteine, tyrosine, and arginine are considered semiessential amino acids, and taurine a semiessential aminosulfonic acid in children. The metabolic pathways that synthesize these monomers are not fully developed.[67][68] The amounts required also depend on the age and health of the individual, so it is hard to make general statements about the dietary requirement for some amino acids. Dietary exposure to the non-standard amino acid BMAA has been linked to human neurodegenerative diseases, including ALS.[69][70]
|
57 |
+
|
58 |
+
In humans, non-protein amino acids also have important roles as metabolic intermediates, such as in the biosynthesis of the neurotransmitter gamma-amino-butyric acid (GABA). Many amino acids are used to synthesize other molecules, for example:
|
59 |
+
|
60 |
+
Some non-standard amino acids are used as defenses against herbivores in plants.[82] For example, canavanine is an analogue of arginine that is found in many legumes,[83] and in particularly large amounts in Canavalia gladiata (sword bean).[84] This amino acid protects the plants from predators such as insects and can cause illness in people if some types of legumes are eaten without processing.[85] The non-protein amino acid mimosine is found in other species of legume, in particular Leucaena leucocephala.[86] This compound is an analogue of tyrosine and can poison animals that graze on these plants.
|
61 |
+
|
62 |
+
Amino acids are used for a variety of applications in industry, but their main use is as additives to animal feed. This is necessary, since many of the bulk components of these feeds, such as soybeans, either have low levels or lack some of the essential amino acids: lysine, methionine, threonine, and tryptophan are most important in the production of these feeds.[87] In this industry, amino acids are also used to chelate metal cations in order to improve the absorption of minerals from supplements, which may be required to improve the health or production of these animals.[88]
|
63 |
+
|
64 |
+
The food industry is also a major consumer of amino acids, in particular, glutamic acid, which is used as a flavor enhancer,[89] and aspartame (aspartyl-phenylalanine-1-methyl ester) as a low-calorie artificial sweetener.[90] Similar technology to that used for animal nutrition is employed in the human nutrition industry to alleviate symptoms of mineral deficiencies, such as anemia, by improving mineral absorption and reducing negative side effects from inorganic mineral supplementation.[91]
|
65 |
+
|
66 |
+
The chelating ability of amino acids has been used in fertilizers for agriculture to facilitate the delivery of minerals to plants in order to correct mineral deficiencies, such as iron chlorosis. These fertilizers are also used to prevent deficiencies from occurring and improving the overall health of the plants.[92] The remaining production of amino acids is used in the synthesis of drugs and cosmetics.[87]
|
67 |
+
|
68 |
+
Similarly, some amino acids derivatives are used in pharmaceutical industry. They include 5-HTP (5-hydroxytryptophan) used for experimental treatment of depression,[93] L-DOPA (L-dihydroxyphenylalanine) for Parkinson's treatment,[94] and eflornithine drug that inhibits ornithine decarboxylase and used in the treatment of sleeping sickness.[95]
|
69 |
+
|
70 |
+
Since 2001, 40 non-natural amino acids have been added into protein by creating a unique codon (recoding) and a corresponding transfer-RNA:aminoacyl – tRNA-synthetase pair to encode it with diverse physicochemical and biological properties in order to be used as a tool to exploring protein structure and function or to create novel or enhanced proteins.[14][15]
|
71 |
+
|
72 |
+
Nullomers are codons that in theory code for an amino acid, however in nature there is a selective bias against using this codon in favor of another, for example bacteria prefer to use CGA instead of AGA to code for arginine.[96] This creates some sequences that do not appear in the genome. This characteristic can be taken advantage of and used to create new selective cancer-fighting drugs[97] and to prevent cross-contamination of DNA samples from crime-scene investigations.[98]
|
73 |
+
|
74 |
+
Amino acids are important as low-cost feedstocks. These compounds are used in chiral pool synthesis as enantiomerically pure building-blocks.[99]
|
75 |
+
|
76 |
+
Amino acids have been investigated as precursors chiral catalysts, e.g., for asymmetric hydrogenation reactions, although no commercial applications exist.[100]
|
77 |
+
|
78 |
+
Amino acids have been considered as components of biodegradable polymers, which have applications as environmentally friendly packaging and in medicine in drug delivery and the construction of prosthetic implants.[101] An interesting example of such materials is polyaspartate, a water-soluble biodegradable polymer that may have applications in disposable diapers and agriculture.[102] Due to its solubility and ability to chelate metal ions, polyaspartate is also being used as a biodegradeable anti-scaling agent and a corrosion inhibitor.[103][104] In addition, the aromatic amino acid tyrosine has been considered as a possible replacement for phenols such as bisphenol A in the manufacture of polycarbonates.[105]
|
79 |
+
|
80 |
+
The commercial production of amino acids usually relies on mutant bacteria that overproduce individual amino acids using glucose as a carbon source. Some amino acids are produced by enzymatic conversions of synthetic intermediates. 2-Aminothiazoline-4-carboxylic acid is an intermediate in one industrial synthesis of L-cysteine for example. Aspartic acid is produced by the addition of ammonia to fumarate using a lyase.[106]
|
81 |
+
|
82 |
+
In plants, nitrogen is first assimilated into organic compounds in the form of glutamate, formed from alpha-ketoglutarate and ammonia in the mitochondrion. For other amino acids, plants use transaminases to move the amino group from glutamate to another alpha-keto acids. For example, aspartate aminotransferase converts glutamate and oxaloacetate to alpha-ketoglutarate and aspartate.[107] Other organisms use transaminases for amino acid synthesis, too.
|
83 |
+
|
84 |
+
Nonstandard amino acids are usually formed through modifications to standard amino acids. For example, homocysteine is formed through the transsulfuration pathway or by the demethylation of methionine via the intermediate metabolite S-adenosyl methionine,[108] while hydroxyproline is made by a post translational modification of proline.[109]
|
85 |
+
|
86 |
+
Microorganisms and plants synthesize many uncommon amino acids. For example, some microbes make 2-aminoisobutyric acid and lanthionine, which is a sulfide-bridged derivative of alanine. Both of these amino acids are found in peptidic lantibiotics such as alamethicin.[110] However, in plants, 1-aminocyclopropane-1-carboxylic acid is a small disubstituted cyclic amino acid that is a key intermediate in the production of the plant hormone ethylene.[111]
|
87 |
+
|
88 |
+
Amino acids undergo the reactions expected of the constituent functional groups.[112][113] The types of these reactions are determined by the groups on these side chains and are, therefore, different between the various types of amino acid.
|
89 |
+
|
90 |
+
As both the amine and carboxylic acid groups of amino acids can react to form amide bonds, one amino acid molecule can react with another and become joined through an amide linkage. This polymerization of amino acids is what creates proteins. This condensation reaction yields the newly formed peptide bond and a molecule of water. In cells, this reaction does not occur directly; instead, the amino acid is first activated by attachment to a transfer RNA molecule through an ester bond. This aminoacyl-tRNA is produced in an ATP-dependent reaction carried out by an aminoacyl tRNA synthetase.[114] This aminoacyl-tRNA is then a substrate for the ribosome, which catalyzes the attack of the amino group of the elongating protein chain on the ester bond.[115] As a result of this mechanism, all proteins made by ribosomes are synthesized starting at their N-terminus and moving toward their C-terminus.
|
91 |
+
|
92 |
+
However, not all peptide bonds are formed in this way. In a few cases, peptides are synthesized by specific enzymes. For example, the tripeptide glutathione is an essential part of the defenses of cells against oxidative stress. This peptide is synthesized in two steps from free amino acids.[116] In the first step, gamma-glutamylcysteine synthetase condenses cysteine and glutamic acid through a peptide bond formed between the side chain carboxyl of the glutamate (the gamma carbon of this side chain) and the amino group of the cysteine. This dipeptide is then condensed with glycine by glutathione synthetase to form glutathione.[117]
|
93 |
+
|
94 |
+
In chemistry, peptides are synthesized by a variety of reactions. One of the most-used in solid-phase peptide synthesis uses the aromatic oxime derivatives of amino acids as activated units. These are added in sequence onto the growing peptide chain, which is attached to a solid resin support.[118] The ability to easily synthesize vast numbers of different peptides by varying the types and order of amino acids (using combinatorial chemistry) has made peptide synthesis particularly important in creating libraries of peptides for use in drug discovery through high-throughput screening.[119]
|
95 |
+
|
96 |
+
The combination of functional groups allow amino acids to be effective polydentate ligands for metal-amino acid chelates.[120]
|
97 |
+
The multiple side chains of amino acids can also undergo chemical reactions.
|
98 |
+
|
99 |
+
Amino acids must first pass out of organelles and cells into blood circulation via amino acid transporters, since the amine and carboxylic acid groups are typically ionized. Degradation of an amino acid, occurring in the liver and kidneys, often involves deamination by moving its amino group to alpha-ketoglutarate, forming glutamate. This process involves transaminases, often the same as those used in amination during synthesis. In many vertebrates, the amino group is then removed through the urea cycle and is excreted in the form of urea. However, amino acid degradation can produce uric acid or ammonia instead. For example, serine dehydratase converts serine to pyruvate and ammonia.[81] After removal of one or more amino groups, the remainder of the molecule can sometimes be used to synthesize new amino acids, or it can be used for energy by entering glycolysis or the citric acid cycle, as detailed in image at right.
|
100 |
+
|
101 |
+
Amino acids are bidentate ligands, forming transition metal amino acid complexes.[122]
|
102 |
+
|
103 |
+
The ca. 20 canonical amino acids can be classified according to their properties. Important factors are charge, hydrophilicity or hydrophobicity, size, and functional groups.[35] These properties are important for protein structure and protein–protein interactions. The water-soluble proteins tend to have their hydrophobic residues (Leu, Ile, Val, Phe, and Trp) buried in the middle of the protein, whereas hydrophilic side chains are exposed to the aqueous solvent. (Note that in biochemistry, a residue refers to a specific monomer within the polymeric chain of a polysaccharide, protein or nucleic acid.) The integral membrane proteins tend to have outer rings of exposed hydrophobic amino acids that anchor them into the lipid bilayer. In the case part-way between these two extremes, some peripheral membrane proteins have a patch of hydrophobic amino acids on their surface that locks onto the membrane. In similar fashion, proteins that have to bind to positively charged molecules have surfaces rich with negatively charged amino acids like glutamate and aspartate, while proteins binding to negatively charged molecules have surfaces rich with positively charged chains like lysine and arginine. There are different hydrophobicity scales of amino acid residues.[123]
|
104 |
+
|
105 |
+
Some amino acids have special properties such as cysteine, that can form covalent disulfide bonds to other cysteine residues, proline that forms a cycle to the polypeptide backbone, and glycine that is more flexible than other amino acids.
|
106 |
+
|
107 |
+
Many proteins undergo a range of posttranslational modifications, when additional chemical groups are attached to the amino acids in proteins. Some modifications can produce hydrophobic lipoproteins,[124] or hydrophilic glycoproteins.[125] These type of modification allow the reversible targeting of a protein to a membrane. For example, the addition and removal of the fatty acid palmitic acid to cysteine residues in some signaling proteins causes the proteins to attach and then detach from cell membranes.[126]
|
108 |
+
|
109 |
+
Two additional amino acids are in some species coded for by codons that are usually interpreted as stop codons:
|
110 |
+
|
111 |
+
In addition to the specific amino acid codes, placeholders are used in cases where chemical or crystallographic analysis of a peptide or protein cannot conclusively determine the identity of a residue. They are also used to summarise conserved protein sequence motifs. The use of single letters to indicate sets of similar residues is similar to the use of abbreviation codes for degenerate bases.[131][132]
|
112 |
+
|
113 |
+
Unk is sometimes used instead of Xaa, but is less standard.
|
114 |
+
|
115 |
+
In addition, many non-standard amino acids have a specific code. For example, several peptide drugs, such as Bortezomib and MG132, are artificially synthesized and retain their protecting groups, which have specific codes. Bortezomib is Pyz-Phe-boroLeu, and MG132 is Z-Leu-Leu-Leu-al. To aid in the analysis of protein structure, photo-reactive amino acid analogs are available. These include photoleucine (pLeu) and photomethionine (pMet).[133]
|
116 |
+
|
117 |
+
(See Template:Leucine metabolism in humans – this diagram does not include the pathway for β-leucine synthesis via leucine 2,3-aminomutase)
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1 |
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2 |
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4 |
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Antarctica (/ænˈtɑːrtɪkə/ or /æntˈɑːrktɪkə/ (listen))[note 1] is Earth's southernmost continent. It contains the geographic South Pole and is situated in the Antarctic region of the Southern Hemisphere, almost entirely south of the Antarctic Circle, and is surrounded by the Southern Ocean. At 14,200,000 square kilometres (5,500,000 square miles), it is the fifth-largest continent and nearly twice the size of Australia. At 0.00008 people per square kilometre, it is by far the least densely populated continent. About 98% of Antarctica is covered by ice that averages 1.9 km (1.2 mi; 6,200 ft) in thickness,[5] which extends to all but the northernmost reaches of the Antarctic Peninsula.
|
6 |
+
|
7 |
+
Antarctica, on average, is the coldest, driest, and windiest continent, and has the highest average elevation of all the continents.[6] Most of Antarctica is a polar desert, with annual precipitation of 200 mm (7.9 in) along the coast and far less inland; there has been no rain there for almost 2 million years, yet 80% of the world freshwater reserves are stored there, enough to raise global sea levels by about 60 metres (200 ft) if all of it were to melt.[7] The temperature in Antarctica has reached −89.2 °C (−128.6 °F) (or even −94.7 °C (−135.8 °F) as measured from space[8]), though the average for the third quarter (the coldest part of the year) is −63 °C (−81 °F). Anywhere from 1,000 to 5,000 people reside throughout the year at research stations scattered across the continent. Organisms native to Antarctica include many types of algae, bacteria, fungi, plants, protista, and certain animals, such as mites, nematodes, penguins, seals and tardigrades. Vegetation, where it occurs, is tundra.
|
8 |
+
|
9 |
+
Antarctica is noted as the last region on Earth in recorded history to be discovered, unseen until 1820 when the Russian expedition of Fabian Gottlieb von Bellingshausen and Mikhail Lazarev on Vostok and Mirny sighted the Fimbul ice shelf. The continent, however, remained largely neglected for the rest of the 19th century because of its hostile environment, lack of easily accessible resources, and isolation. In 1895, the first confirmed landing was conducted by a team of Norwegians.
|
10 |
+
|
11 |
+
Antarctica is a de facto condominium, governed by parties to the Antarctic Treaty System that have consulting status. Twelve countries signed the Antarctic Treaty in 1959, and thirty-eight have signed it since then. The treaty prohibits military activities and mineral mining, prohibits nuclear explosions and nuclear waste disposal, supports scientific research, and protects the continent's ecology. Ongoing experiments are conducted by more than 4,000 scientists from many nations.
|
12 |
+
|
13 |
+
The name Antarctica is the romanised version of the Greek compound word ἀνταρκτική (antarktiké), feminine of ἀνταρκτικός (antarktikós),[9] meaning "opposite to the Arctic", "opposite to the north".[10]
|
14 |
+
|
15 |
+
Aristotle wrote in his book Meteorology about an Antarctic region in c. 350 BC.[11] Marinus of Tyre reportedly used the name in his unpreserved world map from the 2nd century CE. The Roman authors Hyginus and Apuleius (1–2 centuries CE) used for the South Pole the romanised Greek name polus antarcticus,[12][13] from which derived the Old French pole antartike (modern pôle antarctique) attested in 1270, and from there the Middle English pol antartik in a 1391 technical treatise by Geoffrey Chaucer (modern Antarctic Pole).[14]
|
16 |
+
|
17 |
+
The long-imagined (but undiscovered) south polar continent was originally called Terra Australis, sometimes shortened to Australia as seen in a woodcut illustration titled "Sphere of the winds", contained in an astrological textbook published in Frankfurt in 1545.[15]
|
18 |
+
|
19 |
+
Then in the nineteenth century, the colonial authorities in Sydney removed the Dutch name from New Holland. Instead of inventing a new name to replace it, they took the name Australia from the south polar continent, leaving it nameless for some eighty years. During that period, geographers had to make do with clumsy phrases such as "the Antarctic Continent". They searched for a more poetic replacement, suggesting various names such as Ultima and Antipodea.[16] Eventually Antarctica was adopted as continental name in the 1890s—the first use of the name is attributed to the Scottish cartographer John George Bartholomew.[17]
|
20 |
+
|
21 |
+
United Kingdom 1908–present
|
22 |
+
|
23 |
+
New Zealand 1923–present
|
24 |
+
|
25 |
+
Norway 1931–present
|
26 |
+
|
27 |
+
Australia 1933–present
|
28 |
+
|
29 |
+
Chile 1940–present
|
30 |
+
|
31 |
+
Argentina 1943–present
|
32 |
+
|
33 |
+
Antarctica has no indigenous population. In February 1775, during his second voyage, Captain Cook called the existence of such a polar continent "probable" and in another copy of his journal he wrote: "[I] firmly believe it and it's more than probable that we have seen a part of it".[18]
|
34 |
+
|
35 |
+
However, belief in the existence of a Terra Australis—a vast continent in the far south of the globe to "balance" the northern lands of Europe, Asia and North Africa—had prevailed since the times of Ptolemy in the 1st century AD. Even in the late 17th century, after explorers had found that South America and Australia were not part of the fabled "Antarctica", geographers believed that the continent was much larger than its actual size. Integral to the story of the origin of Antarctica's name is that it was not named Terra Australis—this name was given to Australia instead, because of the misconception that no significant landmass could exist further south. Explorer Matthew Flinders, in particular, has been credited with popularising the transfer of the name Terra Australis to Australia. He justified the titling of his book A Voyage to Terra Australis (1814) by writing in the introduction:
|
36 |
+
|
37 |
+
There is no probability, that any other detached body of land, of nearly equal extent, will ever be found in a more southern latitude; the name Terra Australis will, therefore, remain descriptive of the geographical importance of this country and of its situation on the globe: it has antiquity to recommend it; and, having no reference to either of the two claiming nations, appears to be less objectionable than any other which could have been selected.[19]
|
38 |
+
|
39 |
+
European maps continued to show this hypothetical land until Captain James Cook's ships, HMS Resolution and Adventure, crossed the Antarctic Circle on 17 January 1773, in December 1773 and again in January 1774.[20] Cook came within about 120 km (75 mi) of the Antarctic coast before retreating in the face of field ice in January 1773.[21]
|
40 |
+
|
41 |
+
According to various organisations (the National Science Foundation,[22] NASA,[23] the University of California, San Diego,[24] the Russian State Museum of the Arctic and Antarctic,[25] among others),[26][27] ships captained by three men sighted Antarctica or its ice shelf in 1820: Fabian Gottlieb von Bellingshausen (a captain in the Imperial Russian Navy), Edward Bransfield (a captain in the Royal Navy), and Nathaniel Palmer (a sealer from Stonington, Connecticut).
|
42 |
+
|
43 |
+
The First Russian Antarctic Expedition led by Bellingshausen and Mikhail Lazarev on the 985-ton sloop-of-war Vostok ("East") and the 530-ton support vessel Mirny ("Peaceful") reached a point within 32 km (20 mi) of Queen Maud's Land and recorded the sight of an ice shelf at 69°21′28″S 2°14′50″W / 69.35778°S 2.24722°W / -69.35778; -2.24722,[28] on 27 January 1820,[29] which became known as the Fimbul ice shelf. This happened three days before Bransfield sighted the land of the Trinity Peninsula of Antarctica, as opposed to the ice of an ice shelf, and ten months before Palmer did so in November 1820. The first documented landing on Antarctica was by the American sealer John Davis, apparently at Hughes Bay, near Cape Charles, in West Antarctica on 7 February 1821, although some historians dispute this claim.[30][31] The first recorded and confirmed landing was at Cape Adair in 1895 (by the Norwegian-Swedish whaling ship Antarctic).[32]
|
44 |
+
|
45 |
+
On 22 January 1840, two days after the discovery of the coast west of the Balleny Islands, some members of the crew of the 1837–40 expedition of Jules Dumont d'Urville disembarked on the highest islet[33] of a group of coastal rocky islands about 4 km from Cape Géodésie on the coast of Adélie Land where they took some mineral, algae, and animal samples, erected the French flag and claimed French sovereignty over the territory.[34]
|
46 |
+
|
47 |
+
Discovery and claim of French sovereignty over Adélie Land by Jules Dumont d'Urville, in 1840.
|
48 |
+
|
49 |
+
Painting of James Weddell's second expedition in 1823, depicting the brig Jane and the cutter Beaufoy
|
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+
|
51 |
+
Nimrod Expedition South Pole Party (left to right): Wild, Shackleton, Marshall and Adams
|
52 |
+
|
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Explorer James Clark Ross passed through what is now known as the Ross Sea and discovered Ross Island (both of which were named after him) in 1841. He sailed along a huge wall of ice that was later named the Ross Ice Shelf. Mount Erebus and Mount Terror are named after two ships from his expedition: HMS Erebus and Terror.[35] Mercator Cooper landed in East Antarctica on 26 January 1853.[36]
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During the Nimrod Expedition led by Ernest Shackleton in 1907, parties led by Edgeworth David became the first to climb Mount Erebus and to reach the South Magnetic Pole. Douglas Mawson, who assumed the leadership of the Magnetic Pole party on their perilous return, went on to lead several expeditions until retiring in 1931.[37] In addition, Shackleton and three other members of his expedition made several firsts in December 1908 – February 1909: they were the first humans to traverse the Ross Ice Shelf, the first to traverse the Transantarctic Mountains (via the Beardmore Glacier), and the first to set foot on the South Polar Plateau. An expedition led by Norwegian polar explorer Roald Amundsen from the ship Fram became the first to reach the geographic South Pole on 14 December 1911, using a route from the Bay of Whales and up the Axel Heiberg Glacier.[38] One month later, the doomed Scott Expedition reached the pole.
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Richard E. Byrd led several voyages to the Antarctic by plane in the 1930s and 1940s. He is credited with implementing mechanised land transport on the continent and conducting extensive geological and biological research.[39] The first women to set foot on Antarctica did so in the 1930s with Caroline Mikkelsen landing on an island of Antarctica in 1935,[40] and Ingrid Christensen stepping onto the mainland in 1937.[41][42][43]
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It was not until 31 October 1956, that anyone set foot on the South Pole again; on that day a U.S. Navy group led by Rear Admiral George J. Dufek successfully landed an aircraft there.[44] The first women to step onto the South Pole were Pam Young, Jean Pearson, Lois Jones, Eileen McSaveney, Kay Lindsay and Terry Tickhill in 1969.[45]
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On 28 November 1979, Air New Zealand Flight 901, a McDonnell Douglas DC-10-30, crashed into Mount Erebus, killing all 257 people on board.[46]
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In the southern hemisphere summer of 1996–97 the Norwegian explorer Børge Ousland became the first human to cross Antarctica alone from coast to coast.[47] Ousland got aid from a kite on parts of the distance. All attempted crossings, with no kites or resupplies, that have tried to go from the true continental edges, where the ice meets the sea, have failed due to the great distance that needs to be covered.[48] For this crossing, Ousland also holds the record for the fastest unsupported journey to the South Pole, taking just 34 days.[49]
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Roald Amundsen and his crew looking at the Norwegian flag at the South Pole, 1911
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The French Dumont d'Urville Station, an example of modern human settlement in Antarctica
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In 1997 Børge Ousland became the first person to make a solo crossing.
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Positioned asymmetrically around the South Pole and largely south of the Antarctic Circle, Antarctica is the southernmost continent and is surrounded by the Southern Ocean; alternatively, it may be considered to be surrounded by the southern Pacific, Atlantic, and Indian Oceans, or by the southern waters of the World Ocean. There are a number of rivers and lakes in Antarctica, the longest river being the Onyx. The largest lake, Vostok, is one of the largest sub-glacial lakes in the world. Antarctica covers more than 14 million km2 (5,400,000 sq mi),[1] making it the fifth-largest continent, about 1.3 times as large as Europe. The coastline measures 17,968 km (11,165 mi)[1] and is mostly characterised by ice formations, as the following table shows:
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Antarctica is divided in two by the Transantarctic Mountains close to the neck between the Ross Sea and the Weddell Sea. The portion west of the Weddell Sea and east of the Ross Sea is called West Antarctica and the remainder East Antarctica, because they roughly correspond to the Western and Eastern Hemispheres relative to the Greenwich meridian.[citation needed]
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About 98% of Antarctica is covered by the Antarctic ice sheet, a sheet of ice averaging at least 1.6 km (1.0 mi) thick. The continent has about 90% of the world's ice (and thus about 70% of the world's fresh water). If all of this ice were melted, sea levels would rise about 60 m (200 ft).[51] In most of the interior of the continent, precipitation is very low, down to 20 mm (0.8 in) per year; in a few "blue ice" areas precipitation is lower than mass loss by sublimation, and so the local mass balance is negative. In the dry valleys, the same effect occurs over a rock base, leading to a desiccated landscape.[citation needed]
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West Antarctica is covered by the West Antarctic Ice Sheet. The sheet has been of recent concern because of the small possibility of its collapse. If the sheet were to break down, ocean levels would rise by several metres in a relatively geologically short period of time, perhaps a matter of centuries.[citation needed] Several Antarctic ice streams, which account for about 10% of the ice sheet, flow to one of the many Antarctic ice shelves: see ice-sheet dynamics.
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East Antarctica lies on the Indian Ocean side of the Transantarctic Mountains and comprises Coats Land, Queen Maud Land, Enderby Land, Mac. Robertson Land, Wilkes Land, and Victoria Land. All but a small portion of this region lies within the Eastern Hemisphere. East Antarctica is largely covered by the East Antarctic Ice Sheet.[citation needed]
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81 |
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Vinson Massif, the highest peak in Antarctica at 4,892 m (16,050 ft), is located in the Ellsworth Mountains. Antarctica contains many other mountains, on both the main continent and the surrounding islands. Mount Erebus on Ross Island is the world's southernmost active volcano. Another well-known volcano is found on Deception Island, which is famous for a giant eruption in 1970. Minor eruptions are frequent, and lava flow has been observed in recent years. Other dormant volcanoes may potentially be active.[52] In 2004, a potentially active underwater volcano was found in the Antarctic Peninsula by American and Canadian researchers.[53]
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Antarctica is home to more than 70 lakes that lie at the base of the continental ice sheet. Lake Vostok, discovered beneath Russia's Vostok Station in 1996, is the largest of these subglacial lakes. It was once believed that the lake had been sealed off for 500,000 to one million years, but a recent survey suggests that, every so often, there are large flows of water from one lake to another.[54]
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There is some evidence, in the form of ice cores drilled to about 400 m (1,300 ft) above the water line, that Lake Vostok's waters may contain microbial life. The frozen surface of the lake shares similarities with Jupiter's moon, Europa. If life is discovered in Lake Vostok, it would strengthen the argument for the possibility of life on Europa.[55][56] On 7 February 2008, a NASA team embarked on a mission to Lake Untersee, searching for extremophiles in its highly alkaline waters. If found, these resilient creatures could further bolster the argument for extraterrestrial life in extremely cold, methane-rich environments.[57]
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In September 2018, researchers at the National Geospatial-Intelligence Agency released a high resolution terrain map (detail down to the size of a car, and less in some areas) of Antarctica, named the "Reference Elevation Model of Antarctica" (REMA).[58]
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More than 170 million years ago, Antarctica was part of the supercontinent Gondwana. Over time, Gondwana gradually broke apart, and Antarctica as we know it today was formed around 25 million years ago. Antarctica was not always cold, dry, and covered in ice sheets. At a number of points in its long history, it was farther north, experienced a tropical or temperate climate, was covered in forests,[59] and inhabited by various ancient life forms.
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During the Cambrian period, Gondwana had a mild climate. West Antarctica was partially in the Northern Hemisphere, and during this period large amounts of sandstones, limestones and shales were deposited. East Antarctica was at the equator, where sea floor invertebrates and trilobites flourished in the tropical seas. By the start of the Devonian period (416 Ma), Gondwana was in more southern latitudes and the climate was cooler, though fossils of land plants are known from this time. Sand and silts were laid down in what is now the Ellsworth, Horlick and Pensacola Mountains. Glaciation began at the end of the Devonian period (360 Ma), as Gondwana became centred on the South Pole and the climate cooled, though flora remained. During the Permian period, the land became dominated by seed plants such as Glossopteris, a pteridosperm which grew in swamps. Over time these swamps became deposits of coal in the Transantarctic Mountains. Towards the end of the Permian period, continued warming led to a dry, hot climate over much of Gondwana.[60]
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As a result of continued warming, the polar ice caps melted and much of Gondwana became a desert. In Eastern Antarctica, seed ferns or pteridosperms became abundant and large amounts of sandstone and shale were laid down at this time. Synapsids, commonly known as "mammal-like reptiles", were common in Antarctica during the Early Triassic and included forms such as Lystrosaurus. The Antarctic Peninsula began to form during the Jurassic period (206–146 Ma), and islands gradually rose out of the ocean. Ginkgo trees, conifers, bennettites, horsetails, ferns and cycads were plentiful during this period. In West Antarctica, coniferous forests dominated through the entire Cretaceous period (146–66 Ma), though southern beech became more prominent towards the end of this period. Ammonites were common in the seas around Antarctica, and dinosaurs were also present, though only three Antarctic dinosaur genera (Cryolophosaurus and Glacialisaurus, from the Hanson Formation,[61] and Antarctopelta) have been described to date.[62] It was during this era that Gondwana began to break up.
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However, there is some evidence of antarctic marine glaciation during the Cretaceous period.[63]
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The cooling of Antarctica occurred stepwise, as the continental spread changed the oceanic currents from longitudinal equator-to-pole temperature-equalising currents to latitudinal currents that preserved and accentuated latitude temperature differences.
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Africa separated from Antarctica in the Jurassic, around 160 Ma, followed by the Indian subcontinent in the early Cretaceous (about 125 Ma). By the end of the Cretaceous, about 66 Ma, Antarctica (then connected to Australia) still had a subtropical climate and flora, complete with a marsupial fauna.[64] In the Eocene epoch, about 40 Ma Australia-New Guinea separated from Antarctica, so that latitudinal currents could isolate Antarctica from Australia, and the first ice began to appear. During the Eocene–Oligocene extinction event about 34 million years ago, CO2 levels have been found to be about 760 ppm[65] and had been decreasing from earlier levels in the thousands of ppm.
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Around 23 Ma, the Drake Passage opened between Antarctica and South America, resulting in the Antarctic Circumpolar Current that completely isolated the continent. Models of the changes suggest that declining CO2 levels became more important.[66] The ice began to spread, replacing the forests that until then had covered the continent. Since about 15 Ma, the continent has been mostly covered with ice.[67]
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Fossil Nothofagus leaves in the Meyer Desert Formation of the Sirius Group show that intermittent warm periods allowed Nothofagus shrubs to cling to the Dominion Range as late as 3–4 Ma (mid-late Pliocene).[68] After that, the Pleistocene ice age covered the whole continent and destroyed all major plant life on it.[69]
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The geological study of Antarctica has been greatly hindered by nearly all of the continent being permanently covered with a thick layer of ice.[70] However, new techniques such as remote sensing, ground-penetrating radar and satellite imagery have begun to reveal the structures beneath the ice.
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Geologically, West Antarctica closely resembles the Andes mountain range of South America.[60] The Antarctic Peninsula was formed by uplift and metamorphism of sea bed sediments during the late Paleozoic and the early Mesozoic eras. This sediment uplift was accompanied by igneous intrusions and volcanism. The most common rocks in West Antarctica are andesite and rhyolite volcanics formed during the Jurassic period. There is also evidence of volcanic activity, even after the ice sheet had formed, in Marie Byrd Land and Alexander Island. The only anomalous area of West Antarctica is the Ellsworth Mountains region, where the stratigraphy is more similar to East Antarctica.
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East Antarctica is geologically varied, dating from the Precambrian era, with some rocks formed more than 3 billion years ago. It is composed of a metamorphic and igneous platform which is the basis of the continental shield. On top of this base are coal and various modern rocks, such as sandstones, limestones and shales laid down during the Devonian and Jurassic periods to form the Transantarctic Mountains. In coastal areas such as Shackleton Range and Victoria Land some faulting has occurred.
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The main mineral resource known on the continent is coal.[67] It was first recorded near the Beardmore Glacier by Frank Wild on the Nimrod Expedition, and now low-grade coal is known across many parts of the Transantarctic Mountains. The Prince Charles Mountains contain significant deposits of iron ore. The most valuable resources of Antarctica lie offshore, namely the oil and natural gas fields found in the Ross Sea in 1973. Exploitation of all mineral resources is banned until 2048 by the Protocol on Environmental Protection to the Antarctic Treaty.
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Antarctica is the coldest of Earth's continents. It used to be ice-free until about 34 million years ago, when it became covered with ice.[71] The lowest natural air temperature ever recorded on Earth was −89.2 °C (−128.6 °F) at the Russian Vostok Station in Antarctica on 21 July 1983.[72] For comparison, this is 10.7 °C (20 °F) colder than subliming dry ice at one atmosphere of partial pressure, but since CO2 only makes up 0.039% of air, temperatures of less than −140 °C (−220 °F)[73] would be needed to produce dry ice snow in Antarctica. A lower air temperature of −94.7 °C (−138.5 °F) was recorded in 2010 by satellite—however, it may be influenced by ground temperatures and was not recorded at a height of 7 feet (2 m) above the surface as required for the official air temperature records.[74] Antarctica is a frozen desert with little precipitation; the South Pole receives less than 10 mm (0.4 in) per year, on average. Temperatures reach a minimum of between −80 °C (−112 °F) and −89.2 °C (−128.6 °F) in the interior in winter and reach a maximum of between 5 °C (41 °F) and 15 °C (59 °F) near the coast in summer. Northern Antarctica recorded a temperature of 20.75 °C (69.3 °F) on 9 February 2020, the highest recorded temperature in the continent.[75][76] Sunburn is often a health issue as the snow surface reflects almost all of the ultraviolet light falling on it. Given the latitude, long periods of constant darkness or constant sunlight create climates unfamiliar to human beings in much of the rest of the world.[77]
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East Antarctica is colder than its western counterpart because of its higher elevation. Weather fronts rarely penetrate far into the continent, leaving the centre cold and dry. Despite the lack of precipitation over the central portion of the continent, ice there lasts for extended periods. Heavy snowfalls are common on the coastal portion of the continent, where snowfalls of up to 1.22 metres (48 in) in 48 hours have been recorded.
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At the edge of the continent, strong katabatic winds off the polar plateau often blow at storm force. In the interior, wind speeds are typically moderate. During clear days in summer, more solar radiation reaches the surface at the South Pole than at the equator because of the 24 hours of sunlight each day at the Pole.[1]
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Antarctica is colder than the Arctic for three reasons. First, much of the continent is more than 3,000 m (9,800 ft) above sea level, and temperature decreases with elevation in the troposphere. Second, the Arctic Ocean covers the north polar zone: the ocean's relative warmth is transferred through the icepack and prevents temperatures in the Arctic regions from reaching the extremes typical of the land surface of Antarctica. Third, the Earth is at aphelion in July (i.e., the Earth is farthest from the Sun in the Antarctic winter), and the Earth is at perihelion in January (i.e., the Earth is closest to the Sun in the Antarctic summer). The orbital distance contributes to a colder Antarctic winter (and a warmer Antarctic summer) but the first two effects have more impact.[78]
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The aurora australis, commonly known as the southern lights, is a glow observed in the night sky near the South Pole created by the plasma-full solar winds that pass by the Earth. Another unique spectacle is diamond dust, a ground-level cloud composed of tiny ice crystals. It generally forms under otherwise clear or nearly clear skies, so people sometimes also refer to it as clear-sky precipitation. A sun dog, a frequent atmospheric optical phenomenon, is a bright "spot" beside the true sun.[77]
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Several governments maintain permanent manned research stations on the continent. The number of people conducting and supporting scientific research and other work on the continent and its nearby islands varies from about 1,000 in winter to about 5,000 in the summer, giving it a population density between 70 and 350 inhabitants per million square kilometres (180 and 900 per million square miles) at these times. Many of the stations are staffed year-round, the winter-over personnel typically arriving from their home countries for a one-year assignment. An Orthodox church—Trinity Church, opened in 2004 at the Russian Bellingshausen Station—is manned year-round by one or two priests, who are similarly rotated every year.[79][80]
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The first semi-permanent inhabitants of regions near Antarctica (areas situated south of the Antarctic Convergence) were British and American sealers who used to spend a year or more on South Georgia, from 1786 onward. During the whaling era, which lasted until 1966, the population of that island varied from over 1,000 in the summer (over 2,000 in some years) to some 200 in the winter. Most of the whalers were Norwegian, with an increasing proportion of Britons. The settlements included Grytviken, Leith Harbour, King Edward Point, Stromness, Husvik, Prince Olav Harbour, Ocean Harbour and Godthul. Managers and other senior officers of the whaling stations often lived together with their families. Among them was the founder of Grytviken, Captain Carl Anton Larsen, a prominent Norwegian whaler and explorer who, along with his family, adopted British citizenship in 1910.[citation needed]
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The first child born in the southern polar region was Norwegian girl Solveig Gunbjørg Jacobsen, born in Grytviken on 8 October 1913, and her birth was registered by the resident British Magistrate of South Georgia. She was a daughter of Fridthjof Jacobsen, the assistant manager of the whaling station, and Klara Olette Jacobsen. Jacobsen arrived on the island in 1904 and became the manager of Grytviken, serving from 1914 to 1921; two of his children were born on the island.[81]
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Emilio Marcos Palma was the first person born south of the 60th parallel south, the first born on the Antarctic mainland, and the only living human to be the first born on any continent.[82] He was born in 1978 at Esperanza Base, on the tip of the Antarctic Peninsula;[83][84] his parents were sent there along with seven other families by the Argentine government to determine if the continent was suitable for family life. In 1984, Juan Pablo Camacho was born at the Frei Montalva Station, becoming the first Chilean born in Antarctica. Several bases are now home to families with children attending schools at the station.[85] As of 2009, eleven children were born in Antarctica (south of the 60th parallel south): eight at the Argentine Esperanza Base[86] and three at the Chilean Frei Montalva Station.[87]
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The terrestrial and native all year round species appears to be the descendants of ancestors who lived in geothermally warmed environments during the last ice age, when these areas were the only places on the continent not covered by ice.[88]
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Few terrestrial vertebrates live in Antarctica, and those that do are limited to the sub-Antarctic islands.[89] Invertebrate life includes microscopic mites like the Alaskozetes antarcticus, lice, nematodes, tardigrades, rotifers, krill and springtails. The flightless midge Belgica antarctica, up to 6 mm (1⁄4 in) in size, is the largest purely terrestrial animal in Antarctica.[90] Another member of Chironomidae is Parochlus steinenii.[91] The snow petrel is one of only three birds that breed exclusively in Antarctica.[92]
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Some species of marine animals exist and rely, directly or indirectly, on the phytoplankton. Antarctic sea life includes penguins, blue whales, orcas, colossal squids and fur seals. The emperor penguin is the only penguin that breeds during the winter in Antarctica, while the Adélie penguin breeds farther south than any other penguin.[citation needed] The southern rockhopper penguin has distinctive feathers around the eyes, giving the appearance of elaborate eyelashes. King penguins, chinstrap penguins, and gentoo penguins also breed in the Antarctic.[citation needed]
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The Antarctic fur seal was very heavily hunted in the 18th and 19th centuries for its pelt by sealers from the United States and the United Kingdom. The Weddell seal, a "true seal", is named after Sir James Weddell, commander of British sealing expeditions in the Weddell Sea. Antarctic krill, which congregate in large schools, is the keystone species of the ecosystem of the Southern Ocean, and is an important food organism for whales, seals, leopard seals, fur seals, squid, icefish, penguins, albatrosses and many other birds.[93]
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A census of sea life carried out during the International Polar Year and which involved some 500 researchers was released in 2010. The research is part of the global Census of Marine Life and has disclosed some remarkable findings. More than 235 marine organisms live in both polar regions, having bridged the gap of 12,000 km (7,456 mi). Large animals such as some cetaceans and birds make the round trip annually. More surprising are small forms of life such as sea cucumbers and free-swimming snails found in both polar oceans. Various factors may aid in their distribution – fairly uniform temperatures of the deep ocean at the poles and the equator which differ by no more than 5 °C, and the major current systems or marine conveyor belt which transport eggs and larval stages.[94]
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About 1,150 species of fungi have been recorded from Antarctica, of which about 750 are non-lichen-forming and 400 are lichen-forming.[95][96] Some of these species are cryptoendoliths as a result of evolution under extreme conditions, and have significantly contributed to shaping the impressive rock formations of the McMurdo Dry Valleys and surrounding mountain ridges. The apparently simple morphology, scarcely differentiated structures, metabolic systems and enzymes still active at very low temperatures, and reduced life cycles shown by such fungi make them particularly suited to harsh environments such as the McMurdo Dry Valleys. In particular, their thick-walled and strongly melanised cells make them resistant to UV light. Those features can also be observed in algae and cyanobacteria, suggesting that these are adaptations to the conditions prevailing in Antarctica. This has led to speculation that, if life ever occurred on Mars, it might have looked similar to Antarctic fungi such as Cryomyces antarcticus, and Cryomyces minteri.[97] Some of these fungi are also apparently endemic to Antarctica. Endemic Antarctic fungi also include certain dung-inhabiting species which have had to evolve in response to the double challenge of extreme cold while growing on dung, and the need to survive passage through the gut of warm-blooded animals.[98]
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About 298 million years ago Permian forests started to cover the continent, and tundra vegetation survived as late as 15 million years ago,[99] but the climate of present-day Antarctica does not allow extensive vegetation to form. A combination of freezing temperatures, poor soil quality, lack of moisture, and lack of sunlight inhibit plant growth. As a result, the diversity of plant life is very low and limited in distribution. The flora of the continent largely consists of bryophytes. There are about 100 species of mosses and 25 species of liverworts, but only three species of flowering plants, all of which are found in the Antarctic Peninsula: Deschampsia antarctica (Antarctic hair grass), Colobanthus quitensis (Antarctic pearlwort) and the non-native Poa annua (annual bluegrass).[100] Growth is restricted to a few weeks in the summer.[95][101]
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Seven hundred species of algae exist, most of which are phytoplankton. Multicoloured snow algae and diatoms are especially abundant in the coastal regions during the summer.[101] Bacteria have been found living in the cold and dark as deep as 800 m (0.50 mi; 2,600 ft) under the ice.[102]
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The Protocol on Environmental Protection to the Antarctic Treaty (also known as the Environmental Protocol or Madrid Protocol) came into force in 1998, and is the main instrument concerned with conservation and management of biodiversity in Antarctica. The Antarctic Treaty Consultative Meeting is advised on environmental and conservation issues in Antarctica by the Committee for Environmental Protection. A major concern within this committee is the risk to Antarctica from unintentional introduction of non-native species from outside the region.[103]
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The passing of the Antarctic Conservation Act (1978) in the U.S. brought several restrictions to U.S. activity on Antarctica. The introduction of alien plants or animals can bring a criminal penalty, as can the extraction of any indigenous species. The overfishing of krill, which plays a large role in the Antarctic ecosystem, led officials to enact regulations on fishing. The Convention for the Conservation of Antarctic Marine Living Resources (CCAMLR), a treaty that came into force in 1980, requires that regulations managing all Southern Ocean fisheries consider potential effects on the entire Antarctic ecosystem.[1] Despite these new acts, unregulated and illegal fishing, particularly of Patagonian toothfish (marketed as Chilean Sea Bass in the U.S.), remains a serious problem. The illegal fishing of toothfish has been increasing, with estimates of 32,000 tonnes (35,000 short tons) in 2000.[104][105]
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Several countries claim sovereignty in certain regions. While a few of these countries have mutually recognised each other's claims,[106] the validity of these claims is not recognised universally.[1]
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New claims on Antarctica have been suspended since 1959, although in 2015 Norway formally defined Queen Maud Land as including the unclaimed area between it and the South Pole.[107] Antarctica's status is regulated by the 1959 Antarctic Treaty and other related agreements, collectively called the Antarctic Treaty System. Antarctica is defined as all land and ice shelves south of 60° S for the purposes of the Treaty System. The treaty was signed by twelve countries including the Soviet Union (and later Russia), the United Kingdom, Argentina, Chile, Australia, and the United States.[108] It set aside Antarctica as a scientific preserve, established freedom of scientific investigation and environmental protection, and banned military activity on Antarctica. This was the first arms control agreement established during the Cold War.
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In 1983 the Antarctic Treaty Parties began negotiations on a convention to regulate mining in Antarctica.[109] A coalition of international organisations[110] launched a public pressure campaign to prevent any minerals development in the region, led largely by Greenpeace International,[111] which operated its own scientific station—World Park Base—in the Ross Sea region from 1987 until 1991[112] and conducted annual expeditions to document environmental effects of humans on Antarctica.[113] In 1988, the Convention on the Regulation of Antarctic Mineral Resources (CRAMRA) was adopted.[114] The following year, however, Australia and France announced that they would not ratify the convention, rendering it dead for all intents and purposes. They proposed instead that a comprehensive regime to protect the Antarctic environment be negotiated in its place.[115] The Protocol on Environmental Protection to the Antarctic Treaty (the "Madrid Protocol") was negotiated as other countries followed suit and on 14 January 1998 it entered into force.[115][116] The Madrid Protocol bans all mining in Antarctica, designating Antarctica a "natural reserve devoted to peace and science".
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The Antarctic Treaty prohibits any military activity in Antarctica, including the establishment of military bases and fortifications, military manoeuvres, and weapons testing. Military personnel or equipment are permitted only for scientific research or other peaceful purposes.[117] The only documented military land manoeuvre has been the small Operation NINETY by the Argentine military in 1965.[118]
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The Argentine, British and Chilean claims all overlap, and have caused friction. On 18 December 2012, the British Foreign and Commonwealth Office named a previously unnamed area Queen Elizabeth Land in tribute to Queen Elizabeth II's Diamond Jubilee.[119] On 22 December 2012, the UK ambassador to Argentina, John Freeman, was summoned to the Argentine government as protest against the claim.[120] Argentine–UK relations had previously been damaged throughout 2012 due to disputes over the sovereignty of the nearby Falkland Islands, and the 30th anniversary of the Falklands War.
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The areas shown as Australia's and New Zealand's claims were British territory until they were handed over following the countries' independence. Australia currently claims the largest area. The claims of Britain, Australia, New Zealand, France and Norway are all recognised by each other.[121]
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Other countries participating as members of the Antarctic Treaty have a territorial interest in Antarctica, but the provisions of the Treaty do not allow them to make their claims while it is in force.[122][123]
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There is no economic activity in Antarctica at present, except for fishing off the coast and small-scale tourism, both based outside Antarctica.[1]
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Although coal, hydrocarbons, iron ore, platinum, copper, chromium, nickel, gold and other minerals have been found, they have not been in large enough quantities to exploit.[126] The 1991 Protocol on Environmental Protection to the Antarctic Treaty also restricts a struggle for resources. In 1998, a compromise agreement was reached to place an indefinite ban on mining, to be reviewed in 2048, further limiting economic development and exploitation. The primary economic activity is the capture and offshore trading of fish. Antarctic fisheries in 2000–01 reported landing 112,934 tonnes.[127]
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Small-scale "expedition tourism" has existed since 1957 and is currently subject to Antarctic Treaty and Environmental Protocol provisions, but in effect self-regulated by the International Association of Antarctica Tour Operators (IAATO). Not all vessels associated with Antarctic tourism are members of IAATO, but IAATO members account for 95% of the tourist activity. Travel is largely by small or medium ship, focusing on specific scenic locations with accessible concentrations of iconic wildlife. A total of 37,506 tourists visited during the 2006–07 Austral summer with nearly all of them coming from commercial ships; 38,478 were recorded in 2015–16.[128][129][130] As of 2015, there are two Wells Fargo ATMs in Antarctica.[131]
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There has been some concern over the potential adverse environmental and ecosystem effects caused by the influx of visitors. Some environmentalists and scientists have made a call for stricter regulations for ships and a tourism quota.[132] The primary response by Antarctic Treaty Parties has been to develop, through their Committee for Environmental Protection and in partnership with IAATO, "site use guidelines" setting landing limits and closed or restricted zones on the more frequently visited sites. Antarctic sightseeing flights (which did not land) operated out of Australia and New Zealand until the fatal crash of Air New Zealand Flight 901 in 1979 on Mount Erebus, which killed all 257 aboard. Qantas resumed commercial overflights to Antarctica from Australia in the mid-1990s.
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Antarctic fisheries in 1998–99 (1 July – 30 June) reported landing 119,898 tonnes legally.[133]
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About thirty countries maintain about seventy research stations (40-year-round or permanent, and 30 summer-only) in Antarctica, with an approximate population of 4000 in summer and 1000 in winter.[1]
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The ISO 3166-1 alpha-2 "AQ" is assigned to the entire continent regardless of jurisdiction. Different country calling codes and currencies[134] are used for different settlements, depending on the administrating country. The Antarctican dollar, a souvenir item sold in the United States and Canada, is not legal tender.[1][135]
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Each year, scientists from 28 different nations conduct experiments not reproducible in any other place in the world. In the summer more than 4,000 scientists operate research stations; this number decreases to just over 1,000 in the winter.[1] McMurdo Station, which is the largest research station in Antarctica, is capable of housing more than 1,000 scientists, visitors, and tourists.
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Researchers include biologists, geologists, oceanographers, physicists, astronomers, glaciologists, and meteorologists. Geologists tend to study plate tectonics, meteorites from outer space, and resources from the breakup of the supercontinent Gondwana. Glaciologists in Antarctica are concerned with the study of the history and dynamics of floating ice, seasonal snow, glaciers, and ice sheets. Biologists, in addition to examining the wildlife, are interested in how harsh temperatures and the presence of people affect adaptation and survival strategies in a wide variety of organisms. Medical physicians have made discoveries concerning the spreading of viruses and the body's response to extreme seasonal temperatures. Astrophysicists at Amundsen–Scott South Pole Station study the celestial dome and cosmic microwave background radiation. Many astronomical observations are better made from the interior of Antarctica than from most surface locations because of the high elevation, which results in a thin atmosphere; low temperature, which minimises the amount of water vapour in the atmosphere; and absence of light pollution, thus allowing for a view of space clearer than anywhere else on Earth. Antarctic ice serves as both the shield and the detection medium for the largest neutrino telescope in the world, built 2 km (1.2 mi) below Amundsen–Scott station.[136]
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Since the 1970s an important focus of study has been the ozone layer in the atmosphere above Antarctica. In 1985, three British scientists working on data they had gathered at Halley Station on the Brunt Ice Shelf discovered the existence of a hole in this layer. It was eventually determined that the destruction of the ozone was caused by chlorofluorocarbons (CFCs) emitted by human products. With the ban of CFCs in the Montreal Protocol of 1989, climate projections indicate that the ozone layer will return to 1980 levels between 2050 and 2070.[137]
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In September 2006 NASA satellite data revealed that the Antarctic ozone hole was larger than at any other time on record, at 2,750,000 km2 (1,060,000 sq mi).[138] The impacts of the depleted ozone layer on climate changes occurring in Antarctica are not well understood.[137]
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In 2007 The Polar Geospatial Center was founded. The Polar Geospatial Center uses geospatial and remote sensing technology to provide mapping services to American federally funded research teams. Currently, the Polar Geospatial Center can image all of Antarctica at 500 mm (20 in) resolution every 45 days.[139]
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On 6 September 2007 Belgian-based International Polar Foundation unveiled the Princess Elisabeth station, the world's first zero-emissions polar science station in Antarctica to research climate change. Costing $16.3 million, the prefabricated station, which is part of the International Polar Year, was shipped to the South Pole from Belgium by the end of 2008 to monitor the health of the polar regions. Belgian polar explorer Alain Hubert stated: "This base will be the first of its kind to produce zero emissions, making it a unique model of how energy should be used in the Antarctic." Johan Berte is the leader of the station design team and manager of the project which conducts research in climatology, glaciology and microbiology.[140]
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In January 2008 British Antarctic Survey (BAS) scientists, led by Hugh Corr and David Vaughan, reported (in the journal Nature Geoscience) that 2,200 years ago, a volcano erupted under Antarctica's ice sheet (based on airborne survey with radar images). The biggest eruption in Antarctica in the last 10,000 years, the volcanic ash was found deposited on the ice surface under the Hudson Mountains, close to Pine Island Glacier.[141]
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A study from 2014 estimated that during the Pleistocene, the East Antarctic Ice Sheet (EAIS) thinned by at least 500 m (1,600 ft), and that thinning since the Last Glacial Maximum for the EAIS area is less than 50 m (160 ft) and probably started after c. 14 ka.[142]
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Meteorites from Antarctica are an important area of study of material formed early in the solar system; most are thought to come from asteroids, but some may have originated on larger planets. The first meteorite was found in 1912, and named the Adelie Land meteorite. In 1969, a Japanese expedition discovered nine meteorites. Most of these meteorites have fallen onto the ice sheet in the last million years. Motion of the ice sheet tends to concentrate the meteorites at blocking locations such as mountain ranges, with wind erosion bringing them to the surface after centuries beneath accumulated snowfall. Compared with meteorites collected in more temperate regions on Earth, the Antarctic meteorites are well-preserved.[143]
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This large collection of meteorites allows a better understanding of the abundance of meteorite types in the solar system and how meteorites relate to asteroids and comets. New types of meteorites and rare meteorites have been found. Among these are pieces blasted off the Moon, and probably Mars, by impacts. These specimens, particularly ALH84001 discovered by ANSMET, are at the centre of the controversy about possible evidence of microbial life on Mars. Because meteorites in space absorb and record cosmic radiation, the time elapsed since the meteorite hit the Earth can be determined from laboratory studies. The elapsed time since fall, or terrestrial residence age, of a meteorite represents more information that might be useful in environmental studies of Antarctic ice sheets.[143]
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In 2006 a team of researchers from Ohio State University used gravity measurements by NASA's GRACE satellites to discover the 500-kilometre-wide (300 mi) Wilkes Land crater, which probably formed about 250 million years ago.[144]
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In January 2013 an 18 kg (40 lb) meteorite was discovered frozen in ice on the Nansen ice field by a Search for Antarctic Meteorites, Belgian Approach (SAMBA) mission.[145]
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In January 2015 reports emerged of a 2-kilometre (1.2 mi) circular structure, supposedly a meteorite crater, on the surface snow of King Baudouin Ice Shelf. Satellite images from 25 years ago seemingly show it.
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Due to its location at the South Pole, Antarctica receives relatively little solar radiation except along the southern summer. This means that it is a very cold continent where water is mostly in the form of ice. Precipitation is low (most of Antarctica is a desert) and almost always in the form of snow, which accumulates and forms a giant ice sheet which covers the land. Parts of this ice sheet form moving glaciers known as ice streams, which flow towards the edges of the continent. Next to the continental shore are many ice shelves. These are floating extensions of outflowing glaciers from the continental ice mass. Offshore, temperatures are also low enough that ice is formed from seawater through most of the year. It is important to understand the various types of Antarctic ice to understand possible effects on sea levels and the implications of global cooling.
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Sea ice extent expands annually in the Antarctic winter and most of this ice melts in the summer. This ice is formed from the ocean water and floats in the same water and thus does not contribute to rise in sea level. The extent of sea ice around Antarctica (in terms of square kilometers of coverage) has remained roughly constant in recent decades, although the amount of variation it has experienced in its thickness is unclear.[146][147]
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Melting of floating ice shelves (ice that originated on the land) does not in itself contribute much to sea-level rise (since the ice displaces only its own mass of water). However, it is the outflow of the ice from the land to form the ice shelf which causes a rise in global sea level. This effect is offset by snow falling back onto the continent. Recent decades have witnessed several dramatic collapses of large ice shelves around the coast of Antarctica, especially along the Antarctic Peninsula. Concerns have been raised that disruption of ice shelves may result in increased glacial outflow from the continental ice mass.[148]
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On the continent itself, the large volume of ice present stores around 70% of the world's fresh water.[51] This ice sheet is constantly gaining ice from snowfall and losing ice through outflow to the sea.
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Sheperd et al. 2012, found that different satellite methods for measuring ice mass and change were in good agreement and combining methods leads to more certainty with East Antarctica, West Antarctica, and the Antarctic Peninsula changing in mass by +14 ± 43, −65 ± 26, and −20 ± 14 gigatonnes (Gt) per year.[149] The same group's 2018 systematic review study estimated that ice loss across the entire continent was 43 gigatonnes per year on average during the period from 1992 to 2002 but has accelerated to an average of 220 gigatonnes per year during the five years from 2012 to 2017.[150] NASA's Climate Change website indicates a compatible overall trend of greater than 100 gigatonnes of ice loss per year since 2002.[151]
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A single 2015 study by H. Jay Zwally et al. found instead that the net change in ice mass is slightly positive at approximately 82 gigatonnes per year (with significant regional variation) which would result in Antarctic activity reducing global sea-level rise by 0.23 mm per year.[152] However, one critic, Eric Rignot of NASA's Jet Propulsion Laboratory, states that this outlying study's findings "are at odds with all other independent methods: re-analysis, gravity measurements, mass budget method, and other groups using the same data" and appears to arrive at more precise values than current technology and mathematical approaches would permit.[153]
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A satellite record revealed that the overall increase in Antarctic sea ice extents reversed in 2014, with rapid rates of decrease in 2014–2017 reducing the Antarctic sea ice extents to their lowest values in the 40-y record.[154]
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East Antarctica is a cold region with a ground base above sea level and occupies most of the continent. This area is dominated by small accumulations of snowfall which becomes ice and thus eventually seaward glacial flows. The mass balance of the East Antarctic Ice Sheet as a whole is thought to be slightly positive (lowering sea level) or near to balance.[155][156][157] However, increased ice outflow has been suggested in some regions.[156][158]
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Some of Antarctica has been warming up; particularly strong warming has been noted on the Antarctic Peninsula. A study by Eric Steig published in 2009 noted for the first time that the continent-wide average surface temperature trend of Antarctica is slightly positive at >0.05 °C (0.09 °F) per decade from 1957 to 2006. This study also noted that West Antarctica has warmed by more than 0.1 °C (0.2 °F) per decade in the last 50 years, and this warming is strongest in winter and spring. This is partly offset by autumn cooling in East Antarctica.[159] There is evidence from one study that Antarctica is warming as a result of human carbon dioxide emissions,[160] but this remains ambiguous.[161] The amount of surface warming in West Antarctica, while large, has not led to appreciable melting at the surface, and is not directly affecting the West Antarctic Ice Sheet's contribution to sea level. Instead the recent increases in glacier outflow are believed to be due to an inflow of warm water from the deep ocean, just off the continental shelf.[162][163] The net contribution to sea level from the Antarctic Peninsula is more likely to be a direct result of the much greater atmospheric warming there.[164]
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In 2002 the Antarctic Peninsula's Larsen-B ice shelf collapsed.[165] Between 28 February and 8 March 2008, about 570 km2 (220 sq mi) of ice from the Wilkins Ice Shelf on the southwest part of the peninsula collapsed, putting the remaining 15,000 km2 (5,800 sq mi) of the ice shelf at risk. The ice was being held back by a "thread" of ice about 6 km (4 mi) wide,[166][167] prior to its collapse on 5 April 2009.[168][169] According to NASA, the most widespread Antarctic surface melting of the past 30 years occurred in 2005, when an area of ice comparable in size to California briefly melted and refroze; this may have resulted from temperatures rising to as high as 5 °C (41 °F).[170]
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A study published in Nature Geoscience in 2013 (online in December 2012) identified central West Antarctica as one of the fastest-warming regions on Earth. The researchers present a complete temperature record from Antarctica's Byrd Station and assert that it "reveals a linear increase in annual temperature between 1958 and 2010 by 2.4±1.2 °C".[171]
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In February 2020, the region recorded the highest temperature of 18.3-degree Celsius which was a degree higher than the previous record of 17.5 degrees in March 2015.[172]
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There is a large area of low ozone concentration or "ozone hole" over Antarctica. This hole covers almost the whole continent and was at its largest in September 2008, when the longest lasting hole on record remained until the end of December.[173] The hole was detected by scientists in 1985[174] and has tended to increase over the years of observation. The ozone hole is attributed to the emission of chlorofluorocarbons or CFCs into the atmosphere, which decompose the ozone into other gases.[175] In 2019, the ozone hole was at its smallest in the previous thirty years, due to the warmer polar stratosphere weakening the polar vortex. This reduced the formation of the 'polar stratospheric clouds' that enable the chemistry that leads to rapid ozone loss.[176]
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Some scientific studies suggest that ozone depletion may have a dominant role in governing climatic change in Antarctica (and a wider area of the Southern Hemisphere).[174] Ozone absorbs large amounts of ultraviolet radiation in the stratosphere. Ozone depletion over Antarctica can cause a cooling of around 6 °C in the local stratosphere. This cooling has the effect of intensifying the westerly winds which flow around the continent (the polar vortex) and thus prevents outflow of the cold air near the South Pole. As a result, the continental mass of the East Antarctic ice sheet is held at lower temperatures, and the peripheral areas of Antarctica, especially the Antarctic Peninsula, are subject to higher temperatures, which promote accelerated melting.[174] Models also suggest that the ozone depletion/enhanced polar vortex effect also accounts for the recent increase in sea ice just offshore of the continent.[177]
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Africa
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Antarctica
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Asia
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Australia
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Europe
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North America
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South America
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Afro-Eurasia
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America
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Eurasia
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Oceania
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Coordinates: 90°S 0°E / 90°S 0°E / -90; 0
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Dolphin is a common name of aquatic mammals within the infraorder Cetacea. The term dolphin usually refers to the extant families Delphinidae (the oceanic dolphins), Platanistidae (the Indian river dolphins), Iniidae (the New World river dolphins), and Pontoporiidae (the brackish dolphins), and the extinct Lipotidae (baiji or Chinese river dolphin). There are 40 extant species named as dolphins.
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Dolphins range in size from the 1.7-metre-long (5 ft 7 in) long and 50-kilogram (110-pound) Maui's dolphin to the 9.5 m (31 ft 2 in) and 10-metric-ton (11-short-ton) killer whale. Several species exhibit sexual dimorphism, in that the males are larger than females. They have streamlined bodies and two limbs that are modified into flippers. Though not quite as flexible as seals, some dolphins can travel at speeds 29 km/h (18 mph) for short distances[1]. Dolphins use their conical shaped teeth to capture fast moving prey. They have well-developed hearing which is adapted for both air and water and is so well developed that some can survive even if they are blind. Some species are well adapted for diving to great depths. They have a layer of fat, or blubber, under the skin to keep warm in the cold water.
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Although dolphins are widespread, most species prefer the warmer waters of the tropic zones, but some, like the right whale dolphin, prefer colder climates. Dolphins feed largely on fish and squid, but a few, like the killer whale, feed on large mammals, like seals. Male dolphins typically mate with multiple females every year, but females only mate every two to three years. Calves are typically born in the spring and summer months and females bear all the responsibility for raising them. Mothers of some species fast and nurse their young for a relatively long period of time. Dolphins produce a variety of vocalizations, usually in the form of clicks and whistles.
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Dolphins are sometimes hunted in places such as Japan, in an activity known as dolphin drive hunting. Besides drive hunting, they also face threats from bycatch, habitat loss, and marine pollution. Dolphins have been depicted in various cultures worldwide. Dolphins occasionally feature in literature and film, as in the film series Free Willy. Dolphins are sometimes kept in captivity and trained to perform tricks. The most common dolphin species in captivity is the bottlenose dolphin, while there are around 60 captive killer whales.
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The name is originally from Greek δελφίς (delphís), "dolphin",[2] which was related to the Greek δελφύς (delphus), "womb".[2] The animal's name can therefore be interpreted as meaning "a 'fish' with a womb".[3] The name was transmitted via the Latin delphinus[4] (the romanization of the later Greek δελφῖνος – delphinos[2]), which in Medieval Latin became dolfinus and in Old French daulphin, which reintroduced the ph into the word. The term mereswine (that is, "sea pig") has also historically been used.[5]
|
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|
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The term 'dolphin' can be used to refer to, under the parvorder Odontoceti, all the species in the family Delphinidae (oceanic dolphins) and the river dolphin families Iniidae (South American river dolphins), Pontoporiidae (La Plata dolphin), Lipotidae (Yangtze river dolphin) and Platanistidae (Ganges river dolphin and Indus river dolphin).[6][7]
|
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This term has often been misused in the US, mainly in the fishing industry, where all small cetaceans (dolphins and porpoises) are considered porpoises,[8] while the fish dorado is called dolphin fish.[9] In common usage the term 'whale' is used only for the larger cetacean species,[10] while the smaller ones with a beaked or longer nose are considered 'dolphins'.[11] The name 'dolphin' is used casually as a synonym for bottlenose dolphin, the most common and familiar species of dolphin.[12] There are six species of dolphins commonly thought of as whales, collectively known as blackfish: the killer whale, the melon-headed whale, the pygmy killer whale, the false killer whale, and the two species of pilot whales, all of which are classified under the family Delphinidae and qualify as dolphins.[13] Though the terms 'dolphin' and 'porpoise' are sometimes used interchangeably, porpoises are not considered dolphins and have different physical features such as a shorter beak and spade-shaped teeth; they also differ in their behavior. Porpoises belong to the family Phocoenidae and share a common ancestry with the Delphinidae.[12]
|
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|
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A group of dolphins is called a "school" or a "pod". Male dolphins are called "bulls", females "cows" and young dolphins are called "calves".[14]
|
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|
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In 1933, three hybrid dolphins beached off the Irish coast; they were hybrids between Risso's and bottlenose dolphins.[16] This mating was later repeated in captivity, producing a hybrid calf. In captivity, a bottlenose and a rough-toothed dolphin produced hybrid offspring.[17] A common-bottlenose hybrid lives at SeaWorld California.[18] Other dolphin hybrids live in captivity around the world or have been reported in the wild, such as a bottlenose-Atlantic spotted hybrid.[19] The best known hybrid is the wolphin, a false killer whale-bottlenose dolphin hybrid. The wolphin is a fertile hybrid. Two wolphins currently live at the Sea Life Park in Hawaii; the first was born in 1985 from a male false killer whale and a female bottlenose. Wolphins have also been observed in the wild.[20]
|
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|
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+
Dolphins are descendants of land-dwelling mammals of the artiodactyl order (even-toed ungulates). They are related to the Indohyus, an extinct chevrotain-like ungulate, from which they split approximately 48 million years ago.[21][22]
|
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|
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The primitive cetaceans, or archaeocetes, first took to the sea approximately 49 million years ago and became fully aquatic by 5–10 million years later.[23]
|
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|
26 |
+
Archaeoceti is a parvorder comprising ancient whales. These ancient whales are the predecessors of modern whales, stretching back to their first ancestor that spent their lives near (rarely in) the water. Likewise, the archaeocetes can be anywhere from near fully terrestrial, to semi-aquatic to fully aquatic, but what defines an archaeocete is the presence of visible legs or asymmetrical teeth.[24][25][26][27] Their features became adapted for living in the marine environment. Major anatomical changes include the hearing set-up that channeled vibrations from the jaw to the earbone which occurred with Ambulocetus 49 million years ago, a streamlining of the body and the growth of flukes on the tail which occurred around 43 million years ago with Protocetus, the migration of the nasal openings toward the top of the cranium and the modification of the forelimbs into flippers which occurred with Basilosaurus 35 million years ago, and the shrinking and eventual disappearance of the hind limbs which took place with the first odontocetes and mysticetes 34 million years ago.[28][29][30] The modern dolphin skeleton has two small, rod-shaped pelvic bones thought to be vestigial hind limbs. In October 2006, an unusual bottlenose dolphin was captured in Japan; it had small fins on each side of its genital slit, which scientists believe to be an unusually pronounced development of these vestigial hind limbs.[31]
|
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|
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Today, the closest living relatives of cetaceans are the hippopotamuses; these share a semi-aquatic ancestor that branched off from other artiodactyls some 60 million years ago.[32] Around 40 million years ago, a common ancestor between the two branched off into cetacea and anthracotheres; anthracotheres became extinct at the end of the Pleistocene two-and-a-half million years ago, eventually leaving only one surviving lineage: the hippo.[33][34]
|
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Dolphins have torpedo-shaped bodies with generally non-flexible necks, limbs modified into flippers, a tail fin, and bulbous heads. Dolphin skulls have small eye orbits, long snouts, and eyes placed on the sides of its head; they lack external ear flaps. Dolphins range in size from the 1.7 m (5 ft 7 in) long and 50 kg (110 lb) Maui's dolphin to the 9.5 m (31 ft 2 in) and 10 t (11 short tons) killer whale. Overall, however, they tend to be dwarfed by other Cetartiodactyls. Several species have female-biased sexual dimorphism, with the females being larger than the males.[35][36]
|
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Dolphins have conical teeth, as opposed to porpoises' spade-shaped teeth. These conical teeth are used to catch swift prey such as fish, squid or large mammals, such as seal.[36]
|
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Breathing involves expelling stale air from their blowhole, in an upward blast, which may be visible in cold air, followed by inhaling fresh air into the lungs. Dolphins have rather small, unidentifiable spouts.[36][37]
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All dolphins have a thick layer of blubber, thickness varying on climate. This blubber can help with buoyancy, protection to some extent as predators would have a hard time getting through a thick layer of fat, and energy for leaner times; the primary usage for blubber is insulation from the harsh climate. Calves, generally, are born with a thin layer of blubber, which develops at different paces depending on the habitat.[36][38]
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Dolphins have a two-chambered stomach that is similar in structure to terrestrial carnivores. They have fundic and pyloric chambers.[39]
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Dolphins' reproductive organs are located inside the body, with genital slits on the ventral (belly) side. Males have two slits, one concealing the penis and one further behind for the anus.[40] Females have one genital slit, housing the vagina and the anus, with a mammary slit on either side.[41][42][43]
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Dolphins have two pectoral flippers, containing four digits, a boneless dorsal fin for stability, and a tail fin for propulsion. Although dolphins do not possess external hind limbs, some possess discrete rudimentary appendages, which may contain feet and digits. Dolphins are fast swimmers in comparison to seals which typically cruise at 9–28 km/h (5.6–17.4 mph); the killer whale (orca), in comparison, can travel at speeds up to 55.5 km/h (34.5 mph). The fusing of the neck vertebrae, while increasing stability when swimming at high speeds, decreases flexibility, which means they are unable to turn their heads.[44][45] River dolphins, however, have non-fused neck vertebrae and are able to turn their head up to 90°.[46] Dolphins swim by moving their tail fin and rear body vertically, while their flippers are mainly used for steering. Some species log out of the water, which may allow them to travel faster. Their skeletal anatomy allows them to be fast swimmers. All species have a dorsal fin to prevent themselves from involuntarily spinning in the water.[36][38]
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Some dolphins are adapted for diving to great depths. In addition to their streamlined bodies, some can slow their heart rate to conserve oxygen. Some can also re-route blood from tissue tolerant of water pressure to the heart, brain and other organs. Their hemoglobin and myoglobin store oxygen in body tissues and they have twice the concentration of myoglobin than hemoglobin.[47]
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The dolphin ear has specific adaptations to the marine environment. In humans, the middle ear works as an impedance equalizer between the outside air's low impedance and the cochlear fluid's high impedance. In dolphins, and other marine mammals, there is no great difference between the outer and inner environments. Instead of sound passing through the outer ear to the middle ear, dolphins receive sound through the throat, from which it passes through a low-impedance fat-filled cavity to the inner ear. The dolphin ear is acoustically isolated from the skull by air-filled sinus pockets, which allow for greater directional hearing underwater.[48] Dolphins send out high frequency clicks from an organ known as a melon. This melon consists of fat, and the skull of any such creature containing a melon will have a large depression. This allows dolphins to produce biosonar for orientation.[36][49][50][51][52] Though most dolphins do not have hair, they do have hair follicles that may perform some sensory function.[53] Beyond locating an object, echolocation also provides the animal with an idea on an object's shape and size, though how exactly this works is not yet understood.[54] The small hairs on the rostrum of the boto are believed to function as a tactile sense, possibly to compensate for the boto's poor eyesight.[55]
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The dolphin eye is relatively small for its size, yet they do retain a good degree of eyesight. As well as this, the eyes of a dolphin are placed on the sides of its head, so their vision consists of two fields, rather than a binocular view like humans have. When dolphins surface, their lens and cornea correct the nearsightedness that results from the refraction of light; they contain both rod and cone cells, meaning they can see in both dim and bright light, but they have far more rod cells than they do cone cells. Dolphins do, however, lack short wavelength sensitive visual pigments in their cone cells indicating a more limited capacity for color vision than most mammals.[56] Most dolphins have slightly flattened eyeballs, enlarged pupils (which shrink as they surface to prevent damage), slightly flattened corneas and a tapetum lucidum; these adaptations allow for large amounts of light to pass through the eye and, therefore, a very clear image of the surrounding area. They also have glands on the eyelids and outer corneal layer that act as protection for the cornea.[49]
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The olfactory lobes are absent in dolphins, suggesting that they have no sense of smell.[49]
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Dolphins are not thought to have a good sense of taste, as their taste buds are atrophied or missing altogether. However, some have preferences between different kinds of fish, indicating some sort of attachment to taste.[49]
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Dolphins are often regarded as one of Earth's most intelligent animals. Comparing species' relative intelligence is complicated by differences in sensory apparatus, response modes, and nature of cognition. Furthermore, the difficulty and expense of experimental work with large aquatic animals has so far prevented some tests and limited sample size and rigor in others. Compared to many other species, however, dolphin behavior has been studied extensively, both in captivity and in the wild. See cetacean intelligence for more details.
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Dolphins are highly social animals, often living in pods of up to a dozen individuals, though pod sizes and structures vary greatly between species and locations. In places with a high abundance of food, pods can merge temporarily, forming a superpod; such groupings may exceed 1,000 dolphins. Membership in pods is not rigid; interchange is common. Dolphins can, however, establish strong social bonds; they will stay with injured or ill individuals, even helping them to breathe by bringing them to the surface if needed.[57] This altruism does not appear to be limited to their own species. The dolphin Moko in New Zealand has been observed guiding a female pygmy sperm whale together with her calf out of shallow water where they had stranded several times.[58] They have also been seen protecting swimmers from sharks by swimming circles around the swimmers[59][60] or charging the sharks to make them go away.
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Dolphins communicate using a variety of clicks, whistle-like sounds and other vocalizations. Dolphins also use nonverbal communication by means of touch and posturing.[61]
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Dolphins also display culture, something long believed to be unique to humans (and possibly other primate species). In May 2005, a discovery in Australia found Indo-Pacific bottlenose dolphins (Tursiops aduncus) teaching their young to use tools. They cover their snouts with sponges to protect them while foraging. This knowledge is mostly transferred by mothers to daughters, unlike simian primates, where knowledge is generally passed on to both sexes. Using sponges as mouth protection is a learned behavior.[62] Another learned behavior was discovered among river dolphins in Brazil, where some male dolphins use weeds and sticks as part of a sexual display.[63]
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Forms of care-giving between fellows and even for members of different species[64] (see Moko (dolphin)) are recorded in various species – such as trying to save weakened fellows[65] or female pilot whales holding up dead calves for long periods.
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Dolphins engage in acts of aggression towards each other. The older a male dolphin is, the more likely his body is to be covered with bite scars. Male dolphins can get into disputes over companions and females. Acts of aggression can become so intense that targeted dolphins sometimes go into exile after losing a fight.
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Male bottlenose dolphins have been known to engage in infanticide. Dolphins have also been known to kill porpoises for reasons which are not fully understood, as porpoises generally do not share the same diet as dolphins and are therefore not competitors for food supplies.[66] The Cornwall Wildlife Trust records about one such death a year. Possible explanations include misdirected infanticide, misdirected sexual aggression or play behaviour.[67]
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Dolphin copulation happens belly to belly; though many species engage in lengthy foreplay, the actual act is usually brief, but may be repeated several times within a short timespan.[68] The gestation period varies with species; for the small Tucuxi dolphin, this period is around 11 to 12 months,[69] while for the orca, the gestation period is around 17 months.[70] Typically dolphins give birth to a single calf, which is, unlike most other mammals, born tail first in most cases.[71] They usually become sexually active at a young age, even before reaching sexual maturity.[68] The age of sexual maturity varies by species and gender.[72]
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Dolphins are known to display non-reproductive sexual behavior, engaging in masturbation, stimulation of the genital area of other individuals using the rostrum or flippers, and homosexual contact.[68][73][74]
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Various species of dolphin have been known to engage in sexual behavior up to and including copulation with dolphins of other species. Sexual encounters may be violent, with male dolphins sometimes showing aggressive behavior towards both females and other males.[75] Male dolphins may also work together and attempt to herd females in estrus, keeping the females by their side by means of both physical aggression and intimidation, to increase their chances of reproductive success.[76] Occasionally, dolphins behave sexually towards other animals, including humans.[77][78]
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There are various feeding methods among and within species, some apparently exclusive to a single population. Fish and squid are the main food, but the false killer whale and the orca also feed on other marine mammals. Orcas on occasion also hunt whale species larger than themselves.[79] Different breeds of dolphins vary widely in the number of teeth they possess. The orca or killer whale usually carries 40-56 teeth while the popular bottlenose dolphin has anywhere from 72-116 conical teeth and its smaller cousin the common dolphin has 188-268 teeth so that the number of teeth each breed carries varies widely between individuals. Hybrids between common and bottlenose bred in captivity had an intermediate amount of teeth.
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One common feeding method is herding, where a pod squeezes a school of fish into a small volume, known as a bait ball. Individual members then take turns plowing through the ball, feeding on the stunned fish.[79] Coralling is a method where dolphins chase fish into shallow water to catch them more easily.[79] Orcas and bottlenose dolphins have also been known to drive their prey onto a beach to feed on it, a behaviour known as beach or strand feeding.[80][81] Some species also whack fish with their flukes, stunning them and sometimes knocking them out of the water.[79]
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Reports of cooperative human-dolphin fishing date back to the ancient Roman author and natural philosopher Pliny the Elder.[82] A modern human-dolphin partnership currently operates in Laguna, Santa Catarina, Brazil. Here, dolphins drive fish towards fishermen waiting along the shore and signal the men to cast their nets. The dolphins' reward is the fish that escape the nets.[83][84]
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In Shark Bay, Australia, dolphins catch fish by trapping them in huge conch shells.[85] In "shelling", a dolphin brings the shell to the surface and shakes it, so that fish sheltering within fall into the dolphin's mouth. From 2007 to 2018, in 5,278 encounters with dolphins, researchers observed 19 dolphins shelling 42 times. The behavior spreads mainly within generations, rather than being passed from mother to offspring.
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Dolphins are capable of making a broad range of sounds using nasal airsacs located just below the blowhole. Roughly three categories of sounds can be identified: frequency modulated whistles, burst-pulsed sounds and clicks. Dolphins communicate with whistle-like sounds produced by vibrating connective tissue, similar to the way human vocal cords function,[86] and through burst-pulsed sounds, though the nature and extent of that ability is not known. The clicks are directional and are for echolocation, often occurring in a short series called a click train. The click rate increases when approaching an object of interest. Dolphin echolocation clicks are amongst the loudest sounds made by marine animals.[87]
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Bottlenose dolphins have been found to have signature whistles, a whistle that is unique to a specific individual. These whistles are used in order for dolphins to communicate with one another by identifying an individual. It can be seen as the dolphin equivalent of a name for humans.[88] These signature whistles are developed during a dolphin's first year; it continues to maintain the same sound throughout its lifetime.[89] In order to obtain each individual whistle sound, dolphins undergo vocal production learning. This consists of an experience with other dolphins that modifies the signal structure of an existing whistle sound. An auditory experience influences the whistle development of each dolphin. Dolphins are able to communicate to one another by addressing another dolphin through mimicking their whistle. The signature whistle of a male bottlenose dolphin tends to be similar to that of his mother, while the signature whistle of a female bottlenose dolphin tends to be more distinguishing.[90] Bottlenose dolphins have a strong memory when it comes to these signature whistles, as they are able to relate to a signature whistle of an individual they have not encountered for over twenty years.[91] Research done on signature whistle usage by other dolphin species is relatively limited. The research on other species done so far has yielded varied outcomes and inconclusive results.[92][93][94][95]
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Because dolphins are generally associated in groups, communication is necessary. Signal masking is when other similar sounds (conspecific sounds) interfere with the original acoustic sound.[96] In larger groups, individual whistle sounds are less prominent. Dolphins tend to travel in pods, upon which there are groups of dolphins that range from a few to many. Although they are traveling in these pods, the dolphins do not necessarily swim right next to each other. Rather, they swim within the same general vicinity. In order to prevent losing one of their pod members, there are higher whistle rates. Because their group members were spread out, this was done in order to continue traveling together.
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Dolphins frequently leap above the water surface, this being done for various reasons. When travelling, jumping can save the dolphin energy as there is less friction while in the air.[97] This type of travel is known as porpoising.[97] Other reasons include orientation, social displays, fighting, non-verbal communication, entertainment and attempting to dislodge parasites.[98][99]
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Dolphins show various types of playful behavior, often including objects, self-made bubble rings, other dolphins or other animals.[7][100][101] When playing with objects or small animals, common behavior includes carrying the object or animal along using various parts of the body, passing it along to other members of the group or taking it from another member, or throwing it out of the water.[100] Dolphins have also been observed harassing animals in other ways, for example by dragging birds underwater without showing any intent to eat them.[100] Playful behaviour that involves another animal species with active participation of the other animal can also be observed however. Playful human interaction with dolphins being the most obvious example, however playful interactions have been observed in the wild with a number of other species as well, such as humpback whales and dogs.[102][103]
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Juvenile dolphins off the coast of Western Australia have been observed chasing, capturing, and chewing on blowfish.[104] While some reports state that the dolphins are becoming intoxicated on the tetrodotoxin in the fishes' skin,[105] other reports have characterized this behavior as the normal curiosity and exploration of their environment in which dolphins engage.[106]
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Dolphins are known to teach, learn, cooperate, scheme, and grieve.[107] The neocortex of many species is home to elongated spindle neurons that, prior to 2007, were known only in hominids.[108] In humans, these cells are involved in social conduct, emotions, judgment, and theory of mind.[109] Cetacean spindle neurons are found in areas of the brain that are homologous to where they are found in humans, suggesting that they perform a similar function.[110]
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Brain size was previously considered a major indicator of the intelligence of an animal. Since most of the brain is used for maintaining bodily functions, greater ratios of brain to body mass may increase the amount of brain mass available for more complex cognitive tasks. Allometric analysis indicates that mammalian brain size scales at approximately the ⅔ or ¾ exponent of the body mass.[111] Comparison of a particular animal's brain size with the expected brain size based on such allometric analysis provides an encephalization quotient that can be used as another indication of animal intelligence. Killer whales have the second largest brain mass of any animal on earth, next to the sperm whale.[112] The brain to body mass ratio in some is second only to humans.[113]
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Self-awareness is seen, by some, to be a sign of highly developed, abstract thinking. Self-awareness, though not well-defined scientifically, is believed to be the precursor to more advanced processes like meta-cognitive reasoning (thinking about thinking) that are typical of humans. Research in this field has suggested that cetaceans, among others, possess self-awareness.[114]
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The most widely used test for self-awareness in animals is the mirror test in which a mirror is introduced to an animal, and the animal is then marked with a temporary dye. If the animal then goes to the mirror in order to view the mark, it has exhibited strong evidence of self-awareness.[115]
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Some disagree with these findings, arguing that the results of these tests are open to human interpretation and susceptible to the Clever Hans effect. This test is much less definitive than when used for primates, because primates can touch the mark or the mirror, while cetaceans cannot, making their alleged self-recognition behavior less certain. Skeptics argue that behaviors that are said to identify self-awareness resemble existing social behaviors, and so researchers could be misinterpreting self-awareness for social responses to another individual. The researchers counter-argue that the behaviors shown are evidence of self-awareness, as they are very different from normal responses to another individual. Whereas apes can merely touch the mark on themselves with their fingers, cetaceans show less definitive behavior of self-awareness; they can only twist and turn themselves to observe the mark.[115]
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In 1995, Marten and Psarakos used television to test dolphin self-awareness.[116] They showed dolphins real-time footage of themselves, recorded footage, and another dolphin. They concluded that their evidence suggested self-awareness rather than social behavior. While this particular study has not been repeated since then, dolphins have since passed the mirror test.[115]
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Generally, dolphins sleep with only one brain hemisphere in slow-wave sleep at a time, thus maintaining enough consciousness to breathe and to watch for possible predators and other threats. Sleep stages earlier in sleep can occur simultaneously in both hemispheres.[117][118][119]
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In captivity, dolphins seemingly enter a fully asleep state where both eyes are closed and there is no response to mild external stimuli. In this case, respiration is automatic; a tail kick reflex keeps the blowhole above the water if necessary. Anesthetized dolphins initially show a tail kick reflex.[120] Though a similar state has been observed with wild sperm whales, it is not known if dolphins in the wild reach this state.[121] The Indus river dolphin has a sleep method that is different from that of other dolphin species. Living in water with strong currents and potentially dangerous floating debris, it must swim continuously to avoid injury. As a result, this species sleeps in very short bursts which last between 4 and 60 seconds.[122]
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Dolphins have few marine enemies. Some species or specific populations have none, making them apex predators. For most of the smaller species of dolphins, only a few of the larger sharks, such as the bull shark, dusky shark, tiger shark and great white shark, are a potential risk, especially for calves.[123] Some of the larger dolphin species, especially orcas (killer whales), may also prey on smaller dolphins, but this seems rare.[124] Dolphins also suffer from a wide variety of diseases and parasites.[125][126] The Cetacean morbillivirus in particular has been known to cause regional epizootics often leaving hundreds of animals of various species dead.[127][128] Symptoms of infection are often a severe combination of pneumonia, encephalitis and damage to the immune system, which greatly impair the cetacean's ability to swim and stay afloat unassisted.[129][130] A study at the U.S. National Marine Mammal Foundation revealed that dolphins, like humans, develop a natural form of type 2 diabetes which may lead to a better understanding of the disease and new treatments for both humans and dolphins.[131]
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Dolphins can tolerate and recover from extreme injuries such as shark bites although the exact methods used to achieve this are not known. The healing process is rapid and even very deep wounds do not cause dolphins to hemorrhage to death. Furthermore, even gaping wounds restore in such a way that the animal's body shape is restored, and infection of such large wounds seems rare.[132]
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A study published in the journal Marine Mammal Science suggests that at least some dolphins survive shark attacks using everything from sophisticated combat moves to teaming up against the shark.[133][134][135]
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Some dolphin species are at risk of extinction, especially some river dolphin species such as the Amazon river dolphin, and the Ganges and Yangtze river dolphin, which are critically or seriously endangered. A 2006 survey found no individuals of the Yangtze river dolphin, which now appears to be functionally extinct.[136]
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Pesticides, heavy metals, plastics, and other industrial and agricultural pollutants that do not disintegrate rapidly in the environment concentrate in predators such as dolphins.[137] Injuries or deaths due to collisions with boats, especially their propellers, are also common.
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Various fishing methods, most notably purse seine fishing for tuna and the use of drift and gill nets, unintentionally kill many dolphins.[138] Accidental by-catch in gill nets and incidental captures in antipredator nets that protect marine fish farms are common and pose a risk for mainly local dolphin populations.[139][140] In some parts of the world, such as Taiji in Japan and the Faroe Islands, dolphins are traditionally considered food and are killed in harpoon or drive hunts.[141] Dolphin meat is high in mercury and may thus pose a health danger to humans when consumed.[142]
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Queensland's shark culling program, which has killed roughly 50,000 sharks since 1962, has also killed thousands of dolphins as bycatch.[143][144] "Shark control" programs in both Queensland and New South Wales use shark nets and drum lines, which entangle and kill dolphins.[145] Queensland's "shark control" program has killed more than 1,000 dolphins in recent years,[144] and at least 32 dolphins have been killed in Queensland since 2014.[146] A shark culling program in KwaZulu-Natal has killed at least 2,310 dolphins.[147]
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Dolphin safe labels attempt to reassure consumers that fish and other marine products have been caught in a dolphin-friendly way. The earliest campaigns with "dolphin safe" labels were initiated in the 1980s as a result of cooperation between marine activists and the major tuna companies, and involved decreasing incidental dolphin kills by up to 50% by changing the type of nets used to catch tuna. The dolphins are netted only while fishermen are in pursuit of smaller tuna. Albacore are not netted this way, making albacore the only truly dolphin-safe tuna.[148]
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Loud underwater noises, such as those resulting from naval sonar use, live firing exercises, and certain offshore construction projects such as wind farms, may be harmful to dolphins, increasing stress, damaging hearing, and causing decompression sickness by forcing them to surface too quickly to escape the noise.[149][150]
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Dolphins and other smaller cetaceans are also hunted in an activity known as dolphin drive hunting. This is accomplished by driving a pod together with boats and usually into a bay or onto a beach. Their escape is prevented by closing off the route to the ocean with other boats or nets. Dolphins are hunted this way in several places around the world, including the Solomon Islands, the Faroe Islands, Peru, and Japan, the most well-known practitioner of this method. By numbers, dolphins are mostly hunted for their meat, though some end up in dolphinariums. Despite the controversial nature of the hunt resulting in international criticism, and the possible health risk that the often polluted meat causes, thousands of dolphins are caught in drive hunts each year.
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Dolphins have long played a role in human culture. Dolphins are sometimes used as symbols, for instance in heraldry.
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In Greek myths, dolphins were seen invariably as helpers of humankind. Dolphins also seem to have been important to the Minoans, judging by artistic evidence from the ruined palace at Knossos. During the 2009 excavations of a major Mycenaean city at Iklaina, a striking fragment of a wall-paintings came to light, depicting a ship with three human figures and dolphins. Dolphins are common in Greek mythology, and many coins from ancient Greece have been found which feature a man, a boy or a deity riding on the back of a dolphin.[151] The Ancient Greeks welcomed dolphins; spotting dolphins riding in a ship's wake was considered a good omen.[152] In both ancient and later art, Cupid is often shown riding a dolphin. A dolphin rescued the poet Arion from drowning and carried him safe to land, at Cape Matapan, a promontory forming the southernmost point of the Peloponnesus. There was a temple to Poseidon and a statue of Arion riding the dolphin.[153]
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The Greeks reimagined the Phoenician god Melqart as Melikertês (Melicertes) and made him the son of Athamas and Ino. He drowned but was transfigured as the marine deity Palaemon, while his mother became Leucothea. (cf Ino.) At Corinth, he was so closely connected with the cult of Poseidon that the Isthmian Games, originally instituted in Poseidon's honor, came to be looked upon as the funeral games of Melicertes. Phalanthus was another legendary character brought safely to shore (in Italy) on the back of a dolphin, according to Pausanias.
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Dionysus was once captured by Etruscan pirates who mistook him for a wealthy prince they could ransom. After the ship set sail Dionysus invoked his divine powers, causing vines to overgrow the ship where the mast and sails had been. He turned the oars into serpents, so terrifying the sailors that they jumped overboard, but Dionysus took pity on them and transformed them into dolphins so that they would spend their lives providing help for those in need. Dolphins were also the messengers of Poseidon and sometimes did errands for him as well. Dolphins were sacred to both Aphrodite and Apollo.
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When heraldry developed in the Middle Ages, not much was known about the biology of the dolphin and it was often depicted as a sort of fish. Traditionally, the stylised dolphins in heraldry still may take after this notion, sometimes showing the dolphin skin covered with fish scales.
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Dolphins are present in the coat of arms of Anguilla and the coat of arms of Romania,[154] and the coat of arms of Barbados has a dolphin supporter.[155][156]
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A well-known historical example of a dolphin in heraldry, was the arms for the former province of the Dauphiné in southern France, from which were derived the arms and the title of the Dauphin of France, the heir to the former throne of France (the title literally means "The Dolphin of France").
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"Dolfin" was the name of an aristocratic family in the maritime Republic of Venice, whose most prominent member was the 13th Century Doge Giovanni Dolfin.
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In Hindu mythology the Ganges river dolphin is associated with Ganga, the deity of the Ganges river. The dolphin is said to be among the creatures which heralded the goddess' descent from the heavens and her mount, the Makara, is sometimes depicted as a dolphin.[157]
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The Boto, a species of river dolphin that resides in the Amazon River, are believed to be shapeshifters, or encantados, who are capable of having children with human women.
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There are comparatively few surviving myths of dolphins in Polynesian cultures, in spite of their maritime traditions and relevance of other marine animals such as sharks and seabirds; unlike these, they are more often perceived as food than as totemic symbols. Dolphins are most clearly represented in Rapa Nui Rongorongo, and in the traditions of the Caroline Islands they are depicted similarly to the Boto, being sexually active shapeshifters.[158]
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The renewed popularity of dolphins in the 1960s resulted in the appearance of many dolphinaria around the world, making dolphins accessible to the public. Criticism and animal welfare laws forced many to close, although hundreds still exist around the world. In the United States, the best known are the SeaWorld marine mammal parks.
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In the Middle East the best known are Dolphin Bay at Atlantis, The Palm[159] and the Dubai Dolphinarium.[160]
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Various species of dolphins are kept in captivity. These small cetaceans are more often than not kept in theme parks, such as SeaWorld, commonly known as a dolphinarium. Bottlenose dolphins are the most common species of dolphin kept in dolphinariums as they are relatively easy to train, have a long lifespan in captivity and have a friendly appearance. Hundreds if not thousands of bottlenose dolphins live in captivity across the world, though exact numbers are hard to determine. Other species kept in captivity are spotted dolphins, false killer whales and common dolphins, Commerson's dolphins, as well as rough-toothed dolphins, but all in much lower numbers than the bottlenose dolphin. There are also fewer than ten pilot whales, Amazon river dolphins, Risso's dolphins, spinner dolphins, or tucuxi in captivity.[161] An unusual and very rare hybrid dolphin, known as a wolphin, is kept at the Sea Life Park in Hawaii, which is a cross between a bottlenose dolphin and a false killer whale.[162]
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The number of killer whales kept in captivity is very small, especially when compared to the number of bottlenose dolphins, with 60 captive killer whales being held in aquaria as of 2017[update].[163] The killer whale's intelligence, trainability, striking appearance, playfulness in captivity and sheer size have made it a popular exhibit at aquaria and aquatic theme parks. From 1976 to 1997, 55 whales were taken from the wild in Iceland, 19 from Japan, and three from Argentina. These figures exclude animals that died during capture. Live captures fell dramatically in the 1990s, and by 1999, about 40% of the 48 animals on display in the world were captive-born.[38]
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Organizations such as the Mote Marine Laboratory rescue and rehabilitate sick, wounded, stranded or orphaned dolphins while others, such as the Whale and Dolphin Conservation and Hong Kong Dolphin Conservation Society, work on dolphin conservation and welfare. India has declared the dolphin as its national aquatic animal in an attempt to protect the endangered Ganges river dolphin. The Vikramshila Gangetic Dolphin Sanctuary has been created in the Ganges river for the protection of the animals.[164]
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There is debate over the welfare of cetaceans in captivity, and often welfare can vary greatly dependent on the levels of care being provided at a particular facility. In the United States, facilities are regularly inspected by federal agencies to ensure that a high standard of welfare is maintained.[citation needed] Additionally, facilities can apply to become accredited by the Association of Zoos and Aquariums (AZA), which (for accreditation) requires "the highest standards of animal care and welfare in the world" to be achieved. Facilities such as SeaWorld and the Georgia Aquarium are accredited by the AZA. Organizations such as World Animal Protection and the Whale and Dolphin Conservation campaign against the practice of keeping them in captivity. In captivity, they often develop pathologies, such as the dorsal fin collapse seen in 60–90% of male killer whales. Captives have vastly reduced life expectancies, on average only living into their 20s, although there are examples of killer whales living longer, including several over 30 years old, and two captive orcas, Corky II and Lolita, are in their mid-40s. In the wild, females who survive infancy live 46 years on average, and up to 70–80 years in rare cases. Wild males who survive infancy live 31 years on average, and up to 50–60 years.[165] Captivity usually bears little resemblance to wild habitat, and captive whales' social groups are foreign to those found in the wild. Critics claim captive life is stressful due to these factors and the requirement to perform circus tricks that are not part of wild killer whale behavior. Wild killer whales may travel up to 160 kilometres (100 mi) in a day, and critics say the animals are too big and intelligent to be suitable for captivity.[166] Captives occasionally act aggressively towards themselves, their tankmates, or humans, which critics say is a result of stress.[167]
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Although dolphins generally interact well with humans, some attacks have occurred, most of them resulting in small injuries.[168] Orcas, the largest species of dolphin, have been involved in fatal attacks on humans in captivity. The record-holder of documented orca fatal attacks is a male named Tilikum,[169][170][171] who lived at SeaWorld from 1992 until his death in 2017.[172] Tilikum has played a role in the death of three people in three different incidents (1991, 1999 and 2010).[173] Tilikum's behaviour sparked the production of the documentary Blackfish, which focuses on the consequences of keeping orcas in captivity. There are documented incidents in the wild, too, but none of them fatal.[174]
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Fatal attacks from other species are less common, but there is a registered occurrence off the coast of Brazil in 1994, when a man died after being attacked by a bottlenose dolphin named Tião.[175][176] Tião had suffered harassment by human visitors, including attempts to stick ice cream sticks down her blowhole.[177] Non-fatal incidents occur more frequently, both in the wild and in captivity.
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While dolphin attacks occur far less frequently than attacks by other sea animals, such as sharks, some scientists are worried about the careless programs of human-dolphin interaction. Dr. Andrew J. Read, a biologist at the Duke University Marine Laboratory who studies dolphin attacks, points out that dolphins are large and wild predators, so people should be more careful when they interact with them.[168]
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Several scientists who have researched dolphin behaviour have proposed that dolphins' unusually high intelligence in comparison to other animals means that dolphins should be seen as non-human persons who should have their own specific rights and that it is morally unacceptable to keep them captive for entertainment purposes or to kill them either intentionally for consumption or unintentionally as by-catch.[178][179] Four countries – Chile, Costa Rica, Hungary, and India – have declared dolphins to be "non-human persons" and have banned the capture and import of live dolphins for entertainment.[180][181][182]
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A number of militaries have employed dolphins for various purposes from finding mines to rescuing lost or trapped humans. The military use of dolphins, however, drew scrutiny during the Vietnam War when rumors circulated that the United States Navy was training dolphins to kill Vietnamese divers.[183] The United States Navy denies that at any point dolphins were trained for combat. Dolphins are still being trained by the United States Navy for other tasks as part of the U.S. Navy Marine Mammal Program. The Russian military is believed to have closed its marine mammal program in the early 1990s. In 2000 the press reported that dolphins trained to kill by the Soviet Navy had been sold to Iran.[184]
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Dolphins are an increasingly popular choice of animal-assisted therapy for psychological problems and developmental disabilities. For example, a 2005 study found dolphins an effective treatment for mild to moderate depression.[185] However, this study was criticized on several grounds. For example, it is not known whether dolphins are more effective than common pets.[186] Reviews of this and other published dolphin-assisted therapy (DAT) studies have found important methodological flaws and have concluded that there is no compelling scientific evidence that DAT is a legitimate therapy or that it affords more than fleeting mood improvement.[187]
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In some parts of the world, such as Taiji, Japan and the Faroe Islands, dolphins are traditionally considered as food, and are killed in harpoon or drive hunts.[188]
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Dolphin meat is consumed in a small number of countries worldwide, which include Japan[189] and Peru (where it is referred to as chancho marino, or "sea pork").[190] While Japan may be the best-known and most controversial example, only a very small minority of the population has ever sampled it.
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Dolphin meat is dense and such a dark shade of red as to appear black. Fat is located in a layer of blubber between the meat and the skin. When dolphin meat is eaten in Japan, it is often cut into thin strips and eaten raw as sashimi, garnished with onion and either horseradish or grated garlic, much as with sashimi of whale or horse meat (basashi). When cooked, dolphin meat is cut into bite-size cubes and then batter-fried or simmered in a miso sauce with vegetables. Cooked dolphin meat has a flavor very similar to beef liver.[191]
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There have been human health concerns associated with the consumption of dolphin meat in Japan after tests showed that dolphin meat contained high levels of mercury.[192] There are no known cases of mercury poisoning as a result of consuming dolphin meat, though the government continues to monitor people in areas where dolphin meat consumption is high. The Japanese government recommends that children and pregnant women avoid eating dolphin meat on a regular basis.[193]
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Similar concerns exist with the consumption of dolphin meat in the Faroe Islands, where prenatal exposure to methylmercury and PCBs primarily from the consumption of pilot whale meat has resulted in neuropsychological deficits amongst children.[192]
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The Faroe Islands population was exposed to methylmercury largely from contaminated pilot whale meat, which contained very high levels of about 2 mg methylmercury/kg. However, the Faroe Islands populations also eat significant numbers of fish. The study of about 900 Faroese children showed that prenatal exposure to methylmercury resulted in neuropsychological deficits at 7 years of age
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Conservation, research and news:
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Photos:
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1 |
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Immigration is the international movement of people to a destination country of which they are not natives or where they do not possess citizenship in order to settle as permanent residents or naturalized citizens.[1][2][3]
|
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5 |
+
As for economic effects, research suggests that migration is beneficial both to the receiving and sending countries.[4][5] Research, with few exceptions, finds that immigration on average has positive economic effects on the native population, but is mixed as to whether low-skilled immigration adversely affects low-skilled natives.[6][7][8][9][10] Studies show that the elimination of barriers to migration would have profound effects on world GDP, with estimates of gains ranging between 67 and 147 percent.[11][12][13][14] Development economists argue that reducing barriers to labor mobility between developing countries and developed countries would be one of the most efficient tools of poverty reduction.[15][16][17] Positive net immigration can soften the demographic dilemma in the aging global North.[18][19]
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The academic literature provides mixed findings for the relationship between immigration and crime worldwide, but finds for the United States that immigration either has no impact on the crime rate or that it reduces the crime rate.[20][21] Research shows that country of origin matters for speed and depth of immigrant assimilation, but that there is considerable assimilation overall for both first- and second-generation immigrants.[22][23]
|
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Research has found extensive evidence of discrimination against foreign born and minority populations in criminal justice, business, the economy, housing, health care, media, and politics in the United States and Europe.[24][25][26][27]
|
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The term immigration was coined in the 17th century, referring to non-warlike population movements between the emerging nation states.
|
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+
|
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When people cross national borders during their migration, they are called migrants or immigrants (from Latin: migrare, wanderer) from the perspective of the country which they enter. From the perspective of the country which they leave, they are called emigrant or outmigrant.[28] Sociology designates immigration usually as migration (as well as emigration accordingly outward migration).
|
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As of 2015[update], the number of international migrants has reached 244 million worldwide, which reflects a 41% increase since 2000. One third of the world's international migrants are living in just 20 countries. The largest number of international migrants live in the United States, with 19% of the world's total. Germany and Russia host 12 million migrants each, taking the second and third place in countries with the most migrants worldwide. Saudi Arabia hosts 10 million migrants, followed by the United Kingdom (9 million) and the United Arab Emirates (8 million).[30]
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Between 2000 and 2015, Asia added more international migrants than any other major area in the world, gaining 26 million. Europe added the second largest with about 20 million. In most parts of the world, migration occurs between countries that are located within the same major area.[30]
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In 2015, the number of international migrants below the age of 20 reached 37 million, while 177 million are between the ages of 20 and 64. International migrants living in Africa were the youngest, with a median age of 29, followed by Asia (35 years), and Latin America/Caribbean (36 years), while migrants were older in Northern America (42 years), Europe (43 years), and Oceania (44 years).[30]
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Nearly half (43%) of all international migrants originate in Asia, and Europe was the birthplace of the second largest number of migrants (25%), followed by Latin America (15%). India has the largest diaspora in the world (16 million people), followed by Mexico (12 million) and Russia (11 million).[30]
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A 2012 survey by Gallup found that given the opportunity, 640 million adults would migrate to another country, with 23% of these would-be immigrant choosing the United States as their desired future residence, while 7% of respondents, representing 45 million people, would choose the United Kingdom. Canada, France, Saudi Arabia, Australia, Germany, Spain, Italy, and the United Arab Emirates made up the rest of the top ten desired destination countries.[31]
|
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+
|
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+
One theory of immigration distinguishes between push and pull factors.[35]
|
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|
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Push factors refer primarily to the motive for immigration from the country of origin. In the case of economic migration (usually labor migration), differentials in wage rates are common. If the value of wages in the new country surpasses the value of wages in one's native country, he or she may choose to migrate, as long as the costs are not too high. Particularly in the 19th century, economic expansion of the US increased immigrant flow, and nearly 15% of the population was foreign born,[36] thus making up a significant amount of the labor force.
|
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+
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+
As transportation technology improved, travel time, and costs decreased dramatically between the 18th and early 20th century. Travel across the Atlantic used to take up to 5 weeks in the 18th century, but around the time of the 20th century it took a mere 8 days.[37] When the opportunity cost is lower, the immigration rates tend to be higher.[37] Escape from poverty (personal or for relatives staying behind) is a traditional push factor, and the availability of jobs is the related pull factor. Natural disasters can amplify poverty-driven migration flows. Research shows that for middle-income countries, higher temperatures increase emigration rates to urban areas and to other countries. For low-income countries, higher temperatures reduce emigration.[38]
|
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+
|
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+
Emigration and immigration are sometimes mandatory in a contract of employment: religious missionaries and employees of transnational corporations, international non-governmental organizations, and the diplomatic service expect, by definition, to work "overseas". They are often referred to as "expatriates", and their conditions of employment are typically equal to or better than those applying in the host country (for similar work).[citation needed]
|
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+
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+
Non-economic push factors include persecution (religious and otherwise), frequent abuse, bullying, oppression, ethnic cleansing, genocide, risks to civilians during war, and social marginalization.[39] Political motives traditionally motivate refugee flows; for instance, people may emigrate in order to escape a dictatorship.[40]
|
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+
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+
Some migration is for personal reasons, based on a relationship (e.g. to be with family or a partner), such as in family reunification or transnational marriage (especially in the instance of a gender imbalance). Recent research has found gender, age, and cross-cultural differences in the ownership of the idea to immigrate.[41] In a few cases, an individual may wish to immigrate to a new country in a form of transferred patriotism. Evasion of criminal justice (e.g., avoiding arrest) is a personal motivation. This type of emigration and immigration is not normally legal, if a crime is internationally recognized, although criminals may disguise their identities or find other loopholes to evade detection. For example, there have been reports of war criminals disguising themselves as victims of war or conflict and then pursuing asylum in a different country.[42][43][44]
|
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+
|
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+
Barriers to immigration come not only in legal form or political form; natural and social barriers to immigration can also be very powerful. Immigrants when leaving their country also leave everything familiar: their family, friends, support network, and culture. They also need to liquidate their assets, and they incur the expense of moving. When they arrive in a new country, this is often with many uncertainties including finding work,[45] where to live, new laws, new cultural norms, language or accent issues, possible racism, and other exclusionary behavior towards them and their family.[46][47]
|
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The politics of immigration have become increasingly associated with other issues, such as national security and terrorism, especially in western Europe, with the presence of Islam as a new major religion. Those with security concerns cite the 2005 French riots and point to the Jyllands-Posten Muhammad cartoons controversy as examples of the value conflicts arising from immigration of Muslims in Western Europe. Because of all these associations, immigration has become an emotional political issue in many European nations.[49][50]
|
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+
Studies have suggested that some special interest groups lobby for less immigration for their own group and more immigration for other groups since they see effects of immigration, such as increased labor competition, as detrimental when affecting their own group but beneficial when impacting other groups. A 2010 European study suggested that "employers are more likely to be pro-immigration than employees, provided that immigrants are thought to compete with employees who are already in the country. Or else, when immigrants are thought to compete with employers rather than employees, employers are more likely to be anti-immigration than employees."[51] A 2011 study examining the voting of US representatives on migration policy suggests that "representatives from more skilled labor abundant districts are more likely to support an open immigration policy towards the unskilled, whereas the opposite is true for representatives from more unskilled labor abundant districts."[52]
|
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Another contributing factor may be lobbying by earlier immigrants. The Chairman for the US Irish Lobby for Immigration Reform—which lobby for more permissive rules for immigrants, as well as special arrangements just for Irish people—has stated that "the Irish Lobby will push for any special arrangement it can get—'as will every other ethnic group in the country.'"[53][54]
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Immigrants are motivated to leave their former countries of citizenship, or habitual residence, for a variety of reasons, including a lack of local access to resources, a desire for economic prosperity, to find or engage in paid work, to better their standard of living, family reunification, retirement, climate or environmentally induced migration, exile, escape from prejudice, conflict or natural disaster, or simply the wish to change one's quality of life. Commuters, tourists and other short-term stays in a destination country do not fall under the definition of immigration or migration, seasonal labour immigration is sometimes included.
|
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The term economic migrant refers to someone who has travelled from one region to another region for the purposes of seeking employment and an improvement in quality of life and access to resources. An economic migrant is distinct from someone who is a refugee fleeing persecution.
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Many countries have immigration and visa restrictions that prohibit a person entering the country for the purposes of gaining work without a valid work visa. As a violation of a State's immigration laws a person who is declared to be an economic migrant can be refused entry into a country.
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The World Bank estimates that remittances totaled $420 billion in 2009, of which $317 billion went to developing countries.[55]
|
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Treatment of migrants in host countries, both by governments, employers, and original population, is a topic of continual debate and criticism, and the violation of migrant human rights is an ongoing crisis.[56] The United Nations Convention on the Protection of the Rights of All Migrant Workers and Members of Their Families, has been ratified by 48 states, most of which are heavy exporters of cheap labor. Major migrant-receiving countries and regions – including Western Europe, North America, Pacific Asia, Australia, and the Gulf States – have not ratified the Convention, even though they are host to the majority of international migrant workers.[57][58] Although freedom of movement is often recognized as a civil right in many documents such as the Universal Declaration of Human Rights (1948) and the International Covenant on Civil and Political Rights (1966), the freedom only applies to movement within national borders and the ability to return to one's home state.[59][60]
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Some proponents of immigration argue that the freedom of movement both within and between countries is a basic human right, and that the restrictive immigration policies, typical of nation-states, violate this human right of freedom of movement.[61] Such arguments are common among ideologies like anarchism and libertarianism.[62] As philosopher and Open borders activist Jacob Appel has written, "Treating human beings differently, simply because they were born on the opposite side of a national boundary, is hard to justify under any mainstream philosophical, religious or ethical theory."[63]
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Where immigration is permitted, it is typically selective. As of 2003[update], family reunification accounted for approximately two-thirds of legal immigration to the US every year.[64] Ethnic selection, such as the White Australia policy, has generally disappeared, but priority is usually given to the educated, skilled, and wealthy. Less privileged individuals, including the mass of poor people in low-income countries, cannot avail themselves of the legal and protected immigration opportunities offered by wealthy states. This inequality has also been criticized as conflicting with the principle of equal opportunities. The fact that the door is closed for the unskilled, while at the same time many developed countries have a huge demand for unskilled labor, is a major factor in illegal immigration. The contradictory nature of this policy—which specifically disadvantages the unskilled immigrants while exploiting their labor—has also been criticized on ethical grounds.[citation needed]
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Immigration policies which selectively grant freedom of movement to targeted individuals are intended to produce a net economic gain for the host country. They can also mean net loss for a poor donor country through the loss of the educated minority—a "brain drain". This can exacerbate the global inequality in standards of living that provided the motivation for the individual to migrate in the first place. One example of competition for skilled labour is active recruitment of health workers from developing countries by developed countries.[65][66] There may however also be a "brain gain" to emigration, as migration opportunities lead to greater investments in education in developing countries.[67][68][69][70] Overall, research suggests that migration is beneficial both to the receiving and sending countries.[4]
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A survey of leading economists shows a consensus behind the view that high-skilled immigration makes the average American better off.[71] A survey of the same economists also shows support behind the notion that low-skilled immigration, while creating winners and losers, makes the average American better off.[72] A survey of European economists shows a consensus that freer movement of people to live and work across borders within Europe makes the average European better off, and strong support behind the notion that it has not made low-skilled Europeans worse off.[8] According to David Card, Christian Dustmann, and Ian Preston, "most existing studies of the economic impacts of immigration suggest these impacts are small, and on average benefit the native population".[6] In a survey of the existing literature, Örn B Bodvarsson and Hendrik Van den Berg write, "a comparison of the evidence from all the studies... makes it clear that, with very few exceptions, there is no strong statistical support for the view held by many members of the public, mainly that immigration has an adverse effect on native-born workers in the destination country."[73]
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Whereas the impact on the average native tends to be small and positive, studies show more mixed results for low-skilled natives, but whether the effects are positive or negative, they tend to be small either way.[74][75][76][77][78][79][80][81][82][83][84][85][86][87][88][89][90][91][92][93][94][95][96][97][98][99][100][101][102][excessive citations] Immigrants may often do types of work that natives are largely unwilling to do, contributing to greater economic prosperity for the economy as a whole: for instance, Mexican migrant workers taking up manual farm work in the United States has close to zero effect on native employment in that occupation, which means that the effect of Mexican workers on U.S. employment outside farm work was therefore most likely positive, since they raised overall economic productivity.[103] Research indicates that immigrants are more likely to work in risky jobs than U.S.-born workers, partly due to differences in average characteristics, such as immigrants' lower English language ability and educational attainment.[104] According to a 2017 survey of the existing economic literature, studies on high-skilled migrants "rarely find adverse wage and employment consequences, and longer time horizons tend to show greater gains".[105]
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Competition from immigrants in a particular profession may aggravate underemployment in that profession,[106] but increase wages for other natives;[105] for instance, a 2017 study in Science found that "the influx of foreign-born computer scientists since the early 1990s... increased the size of the US IT sector... benefited consumers via lower prices and more efficient products... raised overall worker incomes by 0.2 to 0.3% but decreased wages of U.S. computer scientists by 2.6 to 5.1%."[107] A 2019 study found that foreign college workers in STEM occupations did not displace native college workers in STEM occupations, but instead had a positive impact on latters' wages.[108] A 2019 study found that greater immigration led to less off-shoring by firms.[109]
|
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Research also suggests that diversity and immigration have a net positive effect on productivity[110][111][90][112][113] and economic prosperity.[114][115][116][117][118] Immigration has also been associated with reductions in offshoring.[113] A study by Harvard economist Nathan Nunn, Yale economist Nancy Qian and LSE economist Sandra Sequeira found that the Age of Mass Migration (1850–1920) contributed to "higher incomes, higher productivity, more innovation, and more industrialization" in the short-run and "higher incomes, less poverty, less unemployment, higher rates of urbanization, and greater educational attainment" in the long-run for the United States.[119] Research also shows that migration to Latin America during the Age of Mass Migration had a positive impact on long-run economic development.[120]
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Studies show that the elimination of barriers to migration would have profound effects on world GDP, with estimates of gains ranging between 67–147.3% in the scenarios where billions of workers move from developing to developed countries.[11][12][13][121][122] Research also finds that migration leads to greater trade in goods and services,[123][124][125][126][127] and increases in financial flows between the sending and receiving countries.[128][129] Using 130 years of data on historical migrations to the United States, one study finds "that a doubling of the number of residents with ancestry from a given foreign country relative to the mean increases by 4.2 percentage points the probability that at least one local firm invests in that country, and increases by 31% the number of employees at domestic recipients of FDI from that country. The size of these effects increases with the ethnic diversity of the local population, the geographic distance to the origin country, and the ethno-linguistic fractionalization of the origin country."[130] A 2017 study found that "immigrants' genetic diversity is significantly positively correlated with measures of U.S. counties' economic development [during the Age of Mass Migration]. There exists also a significant positive relationship between immigrants' genetic diversity in 1870 and contemporaneous measures of U.S. counties' average income."[131]
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Some research suggests that immigration can offset some of the adverse effects of automation on native labor outcomes.[132][133] By increasing overall demand, immigrants could push natives out of low-skilled manual labor into better paying occupations.[132][133] A 2018 study in the American Economic Review found that the Bracero program (which allowed almost half a million Mexican workers to do seasonal farm labor in the United States) did not have any adverse impact on the labor market outcomes of American-born farm workers.[134] A 2019 study by economic historians found that immigration restrictions implemented in the 1920s had an adverse impact on US-born workers' earnings.[135]
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A 2016 paper by University of Southern Denmark and University of Copenhagen economists found that the 1924 immigration restrictions enacted in the United States impaired the economy.[136][137]
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Overall immigration has not had much effect on native wage inequality[138][139] but low-skill immigration has been linked to greater income inequality in the native population.[140][141] Greater openness to low-skilled immigration in wealthy countries would drastically reduce global income inequality.[141][142]
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A 2011 literature review of the economic impacts of immigration found that the net fiscal impact of migrants varies across studies but that the most credible analyses typically find small and positive fiscal effects on average.[78] According to the authors, "the net social impact of an immigrant over his or her lifetime depends substantially and in predictable ways on the immigrant's age at arrival, education, reason for migration, and similar".[78] According to a 2007 literature review by the Congressional Budget Office, "Over the past two decades, most efforts to estimate the fiscal impact of immigration in the United States have concluded that, in aggregate and over the long term, tax revenues of all types generated by immigrants—both legal and unauthorized—exceed the cost of the services they use."[143]
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A 2018 study found that inflows of asylum seekers into Western Europe from 1985 to 2015 had a net positive fiscal impact.[144][145] Research has shown that EU immigrants made a net positive fiscal contribution to Denmark[146] and the United Kingdom.[147][96] A 2017 study found that when Romanian and Bulgarian immigrants to the United Kingdom gained permission to acquire welfare benefits in 2014 that it had no discernible impact on the immigrants' use of welfare benefits.[148] A paper by a group of French economists found that over the period 1980-2015, "international migration had a positive impact on the economic and fiscal performance of OECD countries."[149]
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A 2017 survey of leading economists found that 34% of economists agreed with the statement "The influx of refugees into Germany beginning in the summer of 2015 will generate net economic benefits for German citizens over the succeeding decade", whereas 38% were uncertain and 6% disagreed.[150] Studies of refugees' impact on native welfare are scant but the existing literature shows mixed results (negative, positive and no significant effects on native welfare).[75][151][152][153][154][155][156][157][158][159][160][161][162][163][164][91][74][165][166][excessive citations] According to economist Michael Clemens, "when economists have studied past influxes of refugees and migrants they have found the labor market effects, while varied, are very limited, and can in fact be positive."[167] A 2018 study in the Economic Journal found that Vietnamese refugees to the United States had a positive impact on American exports, as exports to Vietnam grew most in US states with larger Vietnamese populations.[127] A 2018 study in the journal Science Advances found that asylum seekers entering Western Europe in the period 1985–2015 had a positive macroeconomic and fiscal impact.[144][145] A 2019 study found that the mass influx of 1.3 million Syrian refugees to Jordan (total population: 6.6 million) did not have harm the labor market outcomes of native Jordanians.[159] A 2020 study found that Syrian refugees to Turkey improved the productivity of Turkish firms.[168]
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A 2017 paper by Evans and Fitzgerald found that refugees to the United States pay "$21,000 more in taxes than they receive in benefits over their first 20 years in the U.S."[165] An internal study by the Department of Health and Human Services under the Trump administration, which was suppressed and not shown to the public, found that refugees to the United States brought in $63 billion more in government revenues than they cost the government.[169] According to University of California, Davis, labor economist Giovanni Peri, the existing literature suggests that there are no economic reasons why the American labor market could not easily absorb 100,000 Syrian refugees in a year.[170] A 2017 paper looking at the long-term impact of refugees on the American labor market over the period 1980–2010 found "that there is no adverse long-run impact of refugees on the U.S. labor market."[171]
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Refugees integrate more slowly into host countries' labor markets than labor migrants, in part due to the loss and depreciation of human capital and credentials during the asylum procedure.[172] Refugees tend to do worse in economic terms than natives, even when they have the same skills and language proficiencies of natives. For instance, a 2013 study of Germans in West-Germany who had been displaced from Eastern Europe during and after World War II showed that the forced German migrants did far worse economically than their native West-German counterparts decades later.[173] Second-generation forced German migrants also did worse in economic terms than their native counterparts.[173] A study of refugees to the United States found that "refugees that enter the U.S. before age 14 graduate high school and enter college at the same rate as natives. Refugees that enter as older teenagers have lower attainment with much of the difference attributable to language barriers and because many in this group are not accompanied by a parent to the U.S."[165] Refugees that entered the U.S. at ages 18–45, have "much lower levels of education and poorer language skills than natives and outcomes are initially poor with low employment, high welfare use and low earnings."[165] But the authors of the study find that "outcomes improve considerably as refugees age."[165]
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A 2017 study found that the 0.5 million Portuguese who returned to Portugal from Mozambique and Angola in the mid-1970s lowered labor productivity and wages.[174] A 2018 paper found that the areas in Greece that took on a larger share of Greek Orthodox refugees from the Greco-Turkish War of 1919-1922 "have today higher earnings, higher levels of household wealth, greater educational attainment, as well as larger financial and manufacturing sectors."[175]
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Research on the economic effects of undocumented immigrants is scant but existing studies suggests that the effects are positive for the native population,[176][177] and public coffers.[143][178] A 2015 study shows that "increasing deportation rates and tightening border control weakens low-skilled labor markets, increasing unemployment of native low-skilled workers. Legalization, instead, decreases the unemployment rate of low-skilled natives and increases income per native."[77] Studies show that legalization of undocumented immigrants would boost the U.S. economy; a 2013 study found that granting legal status to undocumented immigrants would raise their incomes by a quarter (increasing U.S. GDP by approximately $1.4 trillion over a ten-year period),[179] and a 2016 study found that "legalization would increase the economic contribution of the unauthorized population by about 20%, to 3.6% of private-sector GDP."[180] A 2018 National Bureau of Economic Research paper found that undocumented immigrants to the United States "generate higher surplus for US firms relative to natives, hence restricting their entry has a depressing effect on job creation and, in turn, on native labor markets."[181]
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A 2017 study in the Journal of Public Economics found that more intense immigration enforcement increased the likelihood that US-born children with undocumented immigrant parents would live in poverty.[182]
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A paper by Spanish economists found that upon legalizing the undocumented immigrant population in Spain, the fiscal revenues increased by around €4,189 per newly legalized immigrant.[178] The paper found that the wages of the newly legalized immigrants increased after legalization, some low-skilled natives had worse labor market outcomes and high-skilled natives had improved labor market outcomes.[178]
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A 2018 study found no evidence that apprehensions of undocumented immigrants in districts in the United States improved the labor market outcomes for American natives.[183]
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Research suggests that migration is beneficial both to the receiving and sending countries.[4][5] According to one study, welfare increases in both types of countries: "welfare impact of observed levels of migration is substantial, at about 5% to 10% for the main receiving countries and about 10% in countries with large incoming remittances".[4] According to Branko Milanović, country of residency is by far the most important determinant of global income inequality, which suggests that the reduction in labor barriers would significantly reduce global income inequality.[15][184] A study of equivalent workers in the United States and 42 developing countries found that "median wage gap for a male, unskilled (9 years of schooling), 35-year-old, urban formal sector worker born and educated in a developing country is P$15,400 per year at purchasing power parity".[185] A 2014 survey of the existing literature on emigration finds that a 10 percent emigrant supply shock would increase wages in the sending country by 2–5.5%.[16]
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According to economists Michael Clemens and Lant Pritchett, "permitting people to move from low-productivity places to high-productivity places appears to be by far the most efficient generalized policy tool, at the margin, for poverty reduction".[17] A successful two-year in situ anti-poverty program, for instance, helps poor people make in a year what is the equivalent of working one day in the developed world.[17] A slight reduction in the barriers to labor mobility between the developing and developed world would do more to reduce poverty in the developing world than any remaining trade liberalization.[186]
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Research on a migration lottery allowing Tongans to move to New Zealand found that the lottery winners saw a 263% increase in income from migrating (after only one year in New Zealand) relative to the unsuccessful lottery entrants.[187] A longer-term study on the Tongan lottery winners finds that they "continue to earn almost 300 percent more than non-migrants, have better mental health, live in households with more than 250 percent higher expenditure, own more vehicles, and have more durable assets".[188] A conservative estimate of their lifetime gain to migration is NZ$315,000 in net present value terms (approximately US$237,000).[188]
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A 2017 study of Mexican immigrant households in the United States found that by virtue of moving to the United States, the households increase their incomes more than fivefold immediately.[189] The study also found that the "average gains accruing to migrants surpass those of even the most successful current programs of economic development."[189]
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A 2017 study of European migrant workers in the UK shows that upon accession to the EU, the migrant workers see a substantial positive impact on their earnings. The data indicate that acquiring EU status raises earnings for the workers by giving them the right to freely change jobs.[190]
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A 2017 study in the Quarterly Journal of Economics found that immigrants from middle- and low-income countries to the United States increased their wages by a factor of two to three upon migration.[191]
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A 2017 survey of the existing economic literature found that "high-skilled migrants boost innovation and productivity outcomes."[105] According to a 2013 survey of the existing economic literature, "much of the existing research points towards positive net contributions by immigrant entrepreneurs."[192] Areas where immigrant are more prevalent in the United States have substantially more innovation (as measured by patenting and citations).[193] Immigrants to the United States create businesses at higher rates than natives.[194] A 2010 study showed "that a 1 percentage point increase in immigrant college graduates' population share increases patents per capita by 9–18 percent."[195] Mass migration can also boost innovation and growth, as shown by the Jewish, Huguenot and Bohemian diasporas in Berlin and Prussia,[196][197][198] German Jewish Émigrés in the US,[199] the Mariel boatlift,[200] the exodus of Soviet Jews to Israel in the 1990s,[112] European migration to Argentina during the Age of Mass Migration (1850–1914),[201] west-east migration in the wake of German reunification,[202] and Polish immigration to Germany after joining the EU.[203] A 2018 study in the Economic Journal found that "a 10% increase in immigration from exporters of a given product is associated with a 2% increase in the likelihood that the host country starts exporting that good 'from scratch' in the next decade."[204]
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Immigrants have been linked to greater invention and innovation.[205][206][207][208][209][210] According to one report, "immigrants have started more than half (44 of 87) of America's startup companies valued at $1 billion dollars or more and are key members of management or product development teams in over 70 percent (62 of 87) of these companies."[211] One analysis found that immigrant-owned firms had a higher innovation rate (on most measures of innovation) than firms owned by U.S.-born entrepreneurs.[212] Research also shows that labor migration increases human capital.[69][67][68][70][213] Foreign doctoral students are a major source of innovation in the American economy.[214] In the United States, immigrant workers hold a disproportionate share of jobs in science, technology, engineering, and math (STEM): "In 2013, foreign-born workers accounted for 19.2 percent of STEM workers with a bachelor's degree, 40.7 percent of those with a master's degree, and more than half—54.5 percent—of those with a PhD"[215]
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A number of countries across the globe offer Economic Citizenship Programs where in return for investing into the local economy, foreign investors are awarded citizenship. Such programs encourage innovation and entrepreneurship from foreign investors and high net worth individuals who as new citizens in the country can offer unique perspectives. St. Kitts and Nevis was the first country to offer economic citizenship back in 1984 creating a new market for citizenship and by the early 2000's other Caribbean countries joined them.[216]
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A 2015 study finds "some evidence that larger immigrant population shares (or inflows) yield positive impacts on institutional quality. At a minimum, our results indicate that no negative impact on economic freedom is associated with more immigration."[217] Another study, looking at the increase in Israel's population in the 1990s due to the unrestricted immigration of Jews from the Soviet Union, finds that the mass immigration did not undermine political institutions, and substantially increased the quality of economic institutions.[218] A 2017 study in the British Journal of Political Science argued that the British American colonies without slavery adopted better democratic institutions in order to attract migrant workers to their colonies.[219][220] A 2018 study fails to find evidence that immigration to the United States weakens economic freedom.[221] A 2019 study of Jordan found that the massive influx of refugees into Jordan during the Gulf War had long-lasting positive effects on Jordanian economic institutions.[222]
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Some research has found that as immigration and ethnic heterogeneity increase, government funding of welfare and public support for welfare decrease.[223][224][225][226][227][228] Ethnic nepotism may be an explanation for this phenomenon. Other possible explanations include theories regarding in-group and out-group effects and reciprocal altruism.[229]
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Research however also challenges the notion that ethnic heterogeneity reduces public goods provision.[230][231][232] Studies that find a negative relationship between ethnic diversity and public goods provision often fail to take into account that strong states were better at assimilating minorities, thus decreasing diversity in the long run.[230] Ethnically diverse states today consequently tend to be weaker states.[230] Because most of the evidence on fractionalization comes from sub-Saharan Africa and the United States, the generalizability of the findings is questionable.[231] A 2018 study in the American Political Science Review cast doubts on findings that ethnoracial homogeneity led to greater public goods provision.[233]
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Research finds that Americans' attitudes towards immigration influence their attitudes towards welfare spending.[234]
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A 2016 study found that immigration in the period 1940–2010 in the United States increased the high school completion of natives: "An increase of one percentage point in the share of immigrants in the population aged 11–64 increases the probability that natives aged 11–17 eventually complete 12 years of schooling by 0.3 percentage point."[235] A 2019 NBER paper found little evidence that exposure to foreign-born students had an impact on US-born students.[236]
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Studies have found that non-native speakers of English in the UK have no causal impact on the performance of other pupils,[237] immigrant children have no significant impact on the test scores of Dutch children,[238] no effect on grade repetition among native students exposed to migrant students in Austrian schools,[239] that the presence of Latin American children in schools had no significant negative effects on peers, but that students with limited English skills had slight negative effects on peers,[240] and that the influx of Haitians to Florida public schools after the 2010 Haiti earthquake had no effects on the educational outcomes of incumbent students.[241]
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A 2018 study found that the "presence of immigrant students who have been in the country for some time is found to have no effect on natives. However, a small negative effect of recent immigrants on natives' language scores is reported."[242] Another 2018 study found that the presence of immigrant students to Italy was associated with "small negative average effects on maths test scores that are larger for low ability native students, strongly non-linear and only observable in classes with a high (top 20%) immigrant concentration. These outcomes are driven by classes with a high average linguistic distance between immigrants and natives, with no apparent additional role played by ethnic diversity."[243]
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A 2019 review of existing research in the Annual Review of Sociology on immigrant assimilation in the United States, the United Kingdom, France, Germany, Sweden, Norway, Belgium, the Netherlands and Spain concluded "we find an overall pattern of intergenerational assimilation in terms of socioeconomic attainment, social relations, and cultural beliefs."[244]
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A 2018 study in the American Sociological Review found that within racial groups, most immigrants to the United States had fully assimilated within a span of 20 years.[22] Immigrants arriving in the United States after 1994 assimilate more rapidly than immigrants who arrived in previous periods.[22] Measuring assimilation can be difficult due to "ethnic attrition", which refers to when ancestors of migrants cease to self-identify with the nationality or ethnicity of their ancestors. This means that successful cases of assimilation will be underestimated. Research shows that ethnic attrition is sizable in Hispanic and Asian immigrant groups in the United States.[245][246] By taking account of ethnic attrition, the assimilation rate of Hispanics in the United States improves significantly.[245][247] A 2016 paper challenges the view that cultural differences are necessarily an obstacle to long-run economic performance of migrants. It finds that "first generation migrants seem to be less likely to success the more culturally distant they are, but this effect vanishes as time spent in the US increases."[248]
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A 2018 study found that Chinese nationals in the United States who received permanent residency permits from the US government amid the Tiananmen Square protests (and subsequent Chinese government clampdown) experienced significant employment and earnings gains relative to similar immigrant groups who did not have the same residency rights.[249]
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During the Age of Mass Migration, infant arrivals to the United States had greater economic success over their lifetime than teenage arrivals.[250]
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A 2015 report by the National Institute of Demographic Studies finds that an overwhelming majority of second-generation immigrants of all origins in France feel French, despite the persistent discrimination in education, housing and employment that many of the minorities face.[251]
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Research shows that country of origin matters for speed and depth of immigrant assimilation but that there is considerable assimilation overall.[23] Research finds that first generation immigrants from countries with less egalitarian gender cultures adopt gender values more similar to natives over time.[252][253] According to one study, "this acculturation process is almost completed within one generational succession: The gender attitudes of second generation immigrants are difficult to distinguish from the attitudes of members of mainstream society. This holds also for children born to immigrants from very gender traditional cultures and for children born to less well integrated immigrant families."[252] Similar results are found on a study of Turkish migrants to Western Europe.[253] The assimilation on gender attitudes has been observed in education, as one study finds "that the female advantage in education observed among the majority population is usually present among second-generation immigrants."[254]
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A 2017 study of Switzerland found that naturalization strongly improves long-term social integration of immigrants: "The integration returns to naturalization are larger for more marginalized immigrant groups and when naturalization occurs earlier, rather than later in the residency period."[255] A separate study of Switzerland found that naturalization improved the economic integration of immigrants: "winning Swiss citizenship in the referendum increased annual earnings by an average of approximately 5,000 U.S. dollars over the subsequent 15 years. This effect is concentrated among more marginalized immigrants."[256]
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First-generation immigrants tend to hold less accepting views of homosexual lifestyles but opposition weakens with longer stays.[257] Second-generation immigrants are overall more accepting of homosexual lifestyles, but the acculturation effect is weaker for Muslims and to some extent, Eastern Orthodox migrants.[257]
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A study of Bangladeshi migrants in East London found they shifted towards the thinking styles of the wider non-migrant population in just a single generation.[258]
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A study on Germany found that foreign-born parents are more likely to integrate if their children are entitled to German citizenship at birth.[259] A 2017 study found that "faster access to citizenship improves the economic situation of immigrant women, especially their labour market attachment with higher employment rates, longer working hours and more stable jobs. Immigrants also invest more in host country-specific skills like language and vocational training. Faster access to citizenship seems a powerful policy instrument to boost economic integration in countries with traditionally restrictive citizenship policies."[260] Naturalization is associated with large and persistent wage gains for the naturalized citizens in most countries.[261] One study of Denmark found that providing immigrants with voting rights reduced their crime rate.[262]
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Studies on programs that randomly allocate refugee immigrants across municipalities find that the assignment of neighborhood impacts immigrant crime propensity, education and earnings.[263][264][265][266][267][268] A 2019 study found that refugees who resettled in areas with many conationals were more likely to be economically integrated.[269]
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Research suggests that bilingual schooling reduces barriers between speakers from two different communities.[270]
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Research suggests that a vicious cycle of bigotry and isolation could reduce assimilation and increase bigotry towards immigrants in the long-term. For instance, University of California, San Diego political scientist Claire Adida, Stanford University political scientist David Laitin and Sorbonne University economist Marie-Anne Valfort argue "fear-based policies that target groups of people according to their religion or region of origin are counter-productive. Our own research, which explains the failed integration of Muslim immigrants in France, suggests that such policies can feed into a vicious cycle that damages national security. French Islamophobia—a response to cultural difference—has encouraged Muslim immigrants to withdraw from French society, which then feeds back into French Islamophobia, thus further exacerbating Muslims' alienation, and so on. Indeed, the failure of French security in 2015 was likely due to police tactics that intimidated rather than welcomed the children of immigrants—an approach that makes it hard to obtain crucial information from community members about potential threats."[271][272]
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A study which examined Catalan nationalism examined the Catalan Government's policy towards the integration of immigrants during the start of the 1990s. At this time the Spanish region of Catalonia was experiencing a large influx in the number of immigrants from Northern Africa, Latin America and Asia. The Spanish government paid little attention to this influx of immigrants. However, Catalan politicians began discussing how the increase in immigrants would effect Catalan identity. Members of the Catalan parliament petitioned for a plan to integrate these immigrants into Catalan society. Crucially, the plan did not include policies regarding naturalisation , which were key immigration policies of the Spanish government. The plan of the Catalan parliament aimed to create a shared Catalan identity which included both the native Catalan population and immigrant communities. This meant that immigrants were encouraged to relate as part of the Catalan community but also encouraged to retain their own culture and traditions. In this way assimilation of immigrant cultures in Catalonia was avoided.[273]
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A 2018 study in the British Journal of Political Science found that immigrants in Norway became more politically engaged the earlier that they were given voting rights.[274]
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A 2019 study in the European Economic Review found that language training improved the economic assimilation of immigrants in France.[275]
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A 2020 paper on reforms of refugee policy in Denmark found that language training boosted the economic and social integration of refugees, whereas cuts to refugees' welfare benefits had no impact, except to temporarily increase property crimes.[276]
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There is some research that suggests that immigration adversely affects social capital in the short term.[277] One study, for instance, found that "larger increases in US states' Mexican population shares correspond to larger decreases in social capital over the period" 1986–2004.[278] A 2017 study in the Journal of Comparative Economics found that "individuals whose ancestors migrated from countries with higher autocracy levels are less likely to trust others and to vote in presidential elections in the U.S. The impact of autocratic culture on trust can last for at least three generations while the impact on voting disappears after one generation. These impacts on trust and voting are also significant across Europe."[279] A 2019 study found that "humans are inclined to react negatively to threats to homogeneity... in the short term. However, these negative outcomes are compensated in the long term by the beneficial influence of intergroup contact, which alleviates initial negative influences."[280]
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Research suggests that immigration has positive effects on native workers' health.[281][282] As immigration rises, native workers are pushed into less demanding jobs, which improves native workers' health outcomes.[281][282]
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A 2018 study found that immigration to the United Kingdom "reduced waiting times for outpatient referrals and did not have significant effects on waiting times in accident and emergency departments (A&E) and elective care."[283] The study also found "evidence that immigration increased waiting times for outpatient referrals in more deprived areas outside of London" but that this increase disappears after 3 to 4 years.[283]
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A 2018 systemic review and meta-analysis in The Lancet found that migrants generally have better health than the general population.[284]
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A 2014 study of the United Kingdom found that immigration generally reduced house prices, because natives at the top of the wage distribution respond to immigration by moving to other areas, reducing demand for housing.[285]
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Immigration and crime refers to perceived or actual relationships between crime and immigration. The academic literature provides mixed findings for the relationship between immigration and crime worldwide, but finds for the United States that immigration either has no impact on the crime rate or that it reduces the crime rate.[286][287][288][289][290][291][292] A meta-analysis of 51 studies from 1994–2014 on the relationship between immigration and crime in the United States found that overall immigration reduces crime, but the relationship is very weak.[293] Research suggests that people tend to overestimate the relationship between immigration and criminality,[294][289][295] and that the media tends to erroneously depict immigrants as particularly crime-prone.[296]
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The over-representation of immigrants in the criminal justice systems of several countries may be due to socioeconomic factors, imprisonment for migration offenses, and racial and ethnic discrimination by police and the judicial system.[297][298][299][300][301][302] The relationship between immigration and terrorism is understudied, but existing research suggests that the relationship is weak and that repression of the immigrants increases the terror risk.[303][304] Research on the relationship between refugee migration and crime is scarce, but existing empirical evidence fails to substantiate a relationship between refugee migration and crime.[305]
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Research suggests that police practices, such as racial profiling, over-policing in areas populated by minorities and in-group bias may result in disproportionately high numbers of racial minorities among crime suspects in Sweden, Italy, and England and Wales.[306][307][308][309][310] Research also suggests that there may be possible discrimination by the judicial system, which contributes to a higher number of convictions for racial minorities in Sweden, the Netherlands, Italy, Germany, Denmark and France.[306][308][309][311][312][313][314] A 2018 study found that the Dutch are less likely to reciprocate in games played with immigrants than the native Dutch.[315]
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Several meta-analyses find extensive evidence of ethnic and racial discrimination in hiring in the North-American and European labor markets.[25][24][316] A 2016 meta-analysis of 738 correspondence tests in 43 separate studies conducted in OECD countries between 1990 and 2015 finds that there is extensive racial discrimination in hiring decisions in Europe and North-America.[24] Equivalent minority candidates need to send around 50% more applications to be invited for an interview than majority candidates.[24]
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A 2014 meta-analysis found extensive evidence of racial and ethnic discrimination in the housing market of several European countries.[25]
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A 2014 meta-analysis of racial discrimination in product markets found extensive evidence of minority applicants being quoted higher prices for products.[25] A 1995 study found that car dealers "quoted significantly lower prices to white males than to black or female test buyers using identical, scripted bargaining strategies."[317] A 2013 study found that eBay sellers of iPods received 21 percent more offers if a white hand held the iPod in the photo than a black hand.[318]
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Research suggests that police practices, such as racial profiling, over-policing in areas populated by minorities and in-group bias may result in disproportionately high numbers of racial minorities among crime suspects.[319][320][321][322] Research also suggests that there may be possible discrimination by the judicial system, which contributes to a higher number of convictions for racial minorities.[323][324][325][326][327] A 2012 study found that "(i) juries formed from all-white jury pools convict black defendants significantly (16 percentage points) more often than white defendants, and (ii) this gap in conviction rates is entirely eliminated when the jury pool includes at least one black member."[325] Research has found evidence of in-group bias, where "black (white) juveniles who are randomly assigned to black (white) judges are more likely to get incarcerated (as opposed to being placed on probation), and they receive longer sentences."[327] In-group bias has also been observed when it comes to traffic citations, as black and white cops are more likely to cite out-groups.[321]
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A 2015 study using correspondence tests "found that when considering requests from prospective students seeking mentoring in the future, faculty were significantly more responsive to White males than to all other categories of students, collectively, particularly in higher-paying disciplines and private institutions."[328]
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According to an analysis of the National Study of College Experience, elite colleges may favor minority applicants due to affirmative action policies.[329]
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A 2018 National Bureau of Economic Research paper found that math teachers discriminate against the children of immigrants. When the teachers were informed about negative stereotypes towards the children of immigrants, they gave higher grades to the children of immigrants.[330]
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A 2014 meta-analysis found extensive evidence of racial discrimination in the American housing market.[25] Minority applicants for housing needed to make many more enquiries to view properties.[25] Geographical steering of African-Americans in US housing remained significant.[25] A 2003 study finds "evidence that agents interpret an initial housing request as an indication of a customer's preferences, but also are more likely to withhold a house from all customers when it is in an integrated suburban neighborhood (redlining). Moreover, agents' marketing efforts increase with asking price for white, but not for black, customers; blacks are more likely than whites to see houses in suburban, integrated areas (steering); and the houses agents show are more likely to deviate from the initial request when the customer is black than when the customer is white. These three findings are consistent with the possibility that agents act upon the belief that some types of transactions are relatively unlikely for black customers (statistical discrimination)."[331]
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A report by the federal Department of Housing and Urban Development where the department sent African-Americans and whites to look at apartments found that African-Americans were shown fewer apartments to rent and houses for sale.[332]
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Several meta-analyses find extensive evidence of ethnic and racial discrimination in hiring in the American labor market.[25][316][24] A 2016 meta-analysis of 738 correspondence tests – tests where identical CVs for stereotypically black and white names were sent to employers – in 43 separate studies conducted in OECD countries between 1990 and 2015 finds that there is extensive racial discrimination in hiring decisions in Europe and North-America.[24] These correspondence tests showed that equivalent minority candidates need to send around 50% more applications to be invited for an interview than majority candidates.[24][333] A study that examine the job applications of actual people provided with identical résumés and similar interview training showed that African-American applicants with no criminal record were offered jobs at a rate as low as white applicants who had criminal records.[334]
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Remittances increase living standards in the country of origin. Remittances are a large share of the GDP of many developing countries.[335][335] A study on remittances to Mexico found that remittances lead to a substantial increase in the availability of public services in Mexico, surpassing government spending in some localities.[336]
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Research finds that emigration and low migration barriers has net positive effects on human capital formation in the sending countries.[67][68][69][70] This means that there is a "brain gain" instead of a "brain drain" to emigration. Emigration has also been linked to innovation in cases where the migrants return to their home country after developing skills abroad.[337][338]
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One study finds that sending countries benefit indirectly in the long-run on the emigration of skilled workers because those skilled workers are able to innovate more in developed countries, which the sending countries are able to benefit on as a positive externality. Greater emigration of skilled workers consequently leads to greater economic growth and welfare improvements in the long-run.[339] The negative effects of high-skill emigration remain largely unfounded. According to economist Michael Clemens, it has not been shown that restrictions on high-skill emigration reduce shortages in the countries of origin.[340]
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Research also suggests that emigration, remittances and return migration can have a positive impact on political institutions and democratization in the country of origin.[341][342][343][344][345][346][347][348][349][350] Research also shows that remittances can lower the risk of civil war in the country of origin.[351] Return migration from countries with liberal gender norms has been associated with the transfer of liberal gender norms to the home country.[352]
|
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+
Research suggests that emigration causes an increase in the wages of those who remain in the country of origin. A 2014 survey of the existing literature on emigration finds that a 10 percent emigrant supply shock would increase wages in the sending country by 2–5.5%.[16] A study of emigration from Poland shows that it led to a slight increase in wages for high- and medium-skilled workers for remaining Poles.[353] A 2013 study finds that emigration from Eastern Europe after the 2004 EU enlargement increased the wages of remaining young workers in the country of origin by 6%, while it had no effect on the wages of old workers.[354] The wages of Lithuanian men increased as a result of post-EU enlargement emigration.[355] Return migration is associated with greater household firm revenues.[356] Emigration leads to boosts in foreign direct investment to their home country.[357]
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Some research shows that the remittance effect is not strong enough to make the remaining natives in countries with high emigration flows better off.[4]
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1 |
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Immigration is the international movement of people to a destination country of which they are not natives or where they do not possess citizenship in order to settle as permanent residents or naturalized citizens.[1][2][3]
|
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5 |
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As for economic effects, research suggests that migration is beneficial both to the receiving and sending countries.[4][5] Research, with few exceptions, finds that immigration on average has positive economic effects on the native population, but is mixed as to whether low-skilled immigration adversely affects low-skilled natives.[6][7][8][9][10] Studies show that the elimination of barriers to migration would have profound effects on world GDP, with estimates of gains ranging between 67 and 147 percent.[11][12][13][14] Development economists argue that reducing barriers to labor mobility between developing countries and developed countries would be one of the most efficient tools of poverty reduction.[15][16][17] Positive net immigration can soften the demographic dilemma in the aging global North.[18][19]
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The academic literature provides mixed findings for the relationship between immigration and crime worldwide, but finds for the United States that immigration either has no impact on the crime rate or that it reduces the crime rate.[20][21] Research shows that country of origin matters for speed and depth of immigrant assimilation, but that there is considerable assimilation overall for both first- and second-generation immigrants.[22][23]
|
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Research has found extensive evidence of discrimination against foreign born and minority populations in criminal justice, business, the economy, housing, health care, media, and politics in the United States and Europe.[24][25][26][27]
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+
The term immigration was coined in the 17th century, referring to non-warlike population movements between the emerging nation states.
|
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+
|
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+
When people cross national borders during their migration, they are called migrants or immigrants (from Latin: migrare, wanderer) from the perspective of the country which they enter. From the perspective of the country which they leave, they are called emigrant or outmigrant.[28] Sociology designates immigration usually as migration (as well as emigration accordingly outward migration).
|
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|
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+
As of 2015[update], the number of international migrants has reached 244 million worldwide, which reflects a 41% increase since 2000. One third of the world's international migrants are living in just 20 countries. The largest number of international migrants live in the United States, with 19% of the world's total. Germany and Russia host 12 million migrants each, taking the second and third place in countries with the most migrants worldwide. Saudi Arabia hosts 10 million migrants, followed by the United Kingdom (9 million) and the United Arab Emirates (8 million).[30]
|
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Between 2000 and 2015, Asia added more international migrants than any other major area in the world, gaining 26 million. Europe added the second largest with about 20 million. In most parts of the world, migration occurs between countries that are located within the same major area.[30]
|
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+
In 2015, the number of international migrants below the age of 20 reached 37 million, while 177 million are between the ages of 20 and 64. International migrants living in Africa were the youngest, with a median age of 29, followed by Asia (35 years), and Latin America/Caribbean (36 years), while migrants were older in Northern America (42 years), Europe (43 years), and Oceania (44 years).[30]
|
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Nearly half (43%) of all international migrants originate in Asia, and Europe was the birthplace of the second largest number of migrants (25%), followed by Latin America (15%). India has the largest diaspora in the world (16 million people), followed by Mexico (12 million) and Russia (11 million).[30]
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A 2012 survey by Gallup found that given the opportunity, 640 million adults would migrate to another country, with 23% of these would-be immigrant choosing the United States as their desired future residence, while 7% of respondents, representing 45 million people, would choose the United Kingdom. Canada, France, Saudi Arabia, Australia, Germany, Spain, Italy, and the United Arab Emirates made up the rest of the top ten desired destination countries.[31]
|
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+
|
25 |
+
One theory of immigration distinguishes between push and pull factors.[35]
|
26 |
+
|
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+
Push factors refer primarily to the motive for immigration from the country of origin. In the case of economic migration (usually labor migration), differentials in wage rates are common. If the value of wages in the new country surpasses the value of wages in one's native country, he or she may choose to migrate, as long as the costs are not too high. Particularly in the 19th century, economic expansion of the US increased immigrant flow, and nearly 15% of the population was foreign born,[36] thus making up a significant amount of the labor force.
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+
As transportation technology improved, travel time, and costs decreased dramatically between the 18th and early 20th century. Travel across the Atlantic used to take up to 5 weeks in the 18th century, but around the time of the 20th century it took a mere 8 days.[37] When the opportunity cost is lower, the immigration rates tend to be higher.[37] Escape from poverty (personal or for relatives staying behind) is a traditional push factor, and the availability of jobs is the related pull factor. Natural disasters can amplify poverty-driven migration flows. Research shows that for middle-income countries, higher temperatures increase emigration rates to urban areas and to other countries. For low-income countries, higher temperatures reduce emigration.[38]
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+
|
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+
Emigration and immigration are sometimes mandatory in a contract of employment: religious missionaries and employees of transnational corporations, international non-governmental organizations, and the diplomatic service expect, by definition, to work "overseas". They are often referred to as "expatriates", and their conditions of employment are typically equal to or better than those applying in the host country (for similar work).[citation needed]
|
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+
Non-economic push factors include persecution (religious and otherwise), frequent abuse, bullying, oppression, ethnic cleansing, genocide, risks to civilians during war, and social marginalization.[39] Political motives traditionally motivate refugee flows; for instance, people may emigrate in order to escape a dictatorship.[40]
|
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+
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+
Some migration is for personal reasons, based on a relationship (e.g. to be with family or a partner), such as in family reunification or transnational marriage (especially in the instance of a gender imbalance). Recent research has found gender, age, and cross-cultural differences in the ownership of the idea to immigrate.[41] In a few cases, an individual may wish to immigrate to a new country in a form of transferred patriotism. Evasion of criminal justice (e.g., avoiding arrest) is a personal motivation. This type of emigration and immigration is not normally legal, if a crime is internationally recognized, although criminals may disguise their identities or find other loopholes to evade detection. For example, there have been reports of war criminals disguising themselves as victims of war or conflict and then pursuing asylum in a different country.[42][43][44]
|
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+
|
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+
Barriers to immigration come not only in legal form or political form; natural and social barriers to immigration can also be very powerful. Immigrants when leaving their country also leave everything familiar: their family, friends, support network, and culture. They also need to liquidate their assets, and they incur the expense of moving. When they arrive in a new country, this is often with many uncertainties including finding work,[45] where to live, new laws, new cultural norms, language or accent issues, possible racism, and other exclusionary behavior towards them and their family.[46][47]
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+
The politics of immigration have become increasingly associated with other issues, such as national security and terrorism, especially in western Europe, with the presence of Islam as a new major religion. Those with security concerns cite the 2005 French riots and point to the Jyllands-Posten Muhammad cartoons controversy as examples of the value conflicts arising from immigration of Muslims in Western Europe. Because of all these associations, immigration has become an emotional political issue in many European nations.[49][50]
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+
Studies have suggested that some special interest groups lobby for less immigration for their own group and more immigration for other groups since they see effects of immigration, such as increased labor competition, as detrimental when affecting their own group but beneficial when impacting other groups. A 2010 European study suggested that "employers are more likely to be pro-immigration than employees, provided that immigrants are thought to compete with employees who are already in the country. Or else, when immigrants are thought to compete with employers rather than employees, employers are more likely to be anti-immigration than employees."[51] A 2011 study examining the voting of US representatives on migration policy suggests that "representatives from more skilled labor abundant districts are more likely to support an open immigration policy towards the unskilled, whereas the opposite is true for representatives from more unskilled labor abundant districts."[52]
|
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Another contributing factor may be lobbying by earlier immigrants. The Chairman for the US Irish Lobby for Immigration Reform—which lobby for more permissive rules for immigrants, as well as special arrangements just for Irish people—has stated that "the Irish Lobby will push for any special arrangement it can get—'as will every other ethnic group in the country.'"[53][54]
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Immigrants are motivated to leave their former countries of citizenship, or habitual residence, for a variety of reasons, including a lack of local access to resources, a desire for economic prosperity, to find or engage in paid work, to better their standard of living, family reunification, retirement, climate or environmentally induced migration, exile, escape from prejudice, conflict or natural disaster, or simply the wish to change one's quality of life. Commuters, tourists and other short-term stays in a destination country do not fall under the definition of immigration or migration, seasonal labour immigration is sometimes included.
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The term economic migrant refers to someone who has travelled from one region to another region for the purposes of seeking employment and an improvement in quality of life and access to resources. An economic migrant is distinct from someone who is a refugee fleeing persecution.
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Many countries have immigration and visa restrictions that prohibit a person entering the country for the purposes of gaining work without a valid work visa. As a violation of a State's immigration laws a person who is declared to be an economic migrant can be refused entry into a country.
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+
The World Bank estimates that remittances totaled $420 billion in 2009, of which $317 billion went to developing countries.[55]
|
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+
Treatment of migrants in host countries, both by governments, employers, and original population, is a topic of continual debate and criticism, and the violation of migrant human rights is an ongoing crisis.[56] The United Nations Convention on the Protection of the Rights of All Migrant Workers and Members of Their Families, has been ratified by 48 states, most of which are heavy exporters of cheap labor. Major migrant-receiving countries and regions – including Western Europe, North America, Pacific Asia, Australia, and the Gulf States – have not ratified the Convention, even though they are host to the majority of international migrant workers.[57][58] Although freedom of movement is often recognized as a civil right in many documents such as the Universal Declaration of Human Rights (1948) and the International Covenant on Civil and Political Rights (1966), the freedom only applies to movement within national borders and the ability to return to one's home state.[59][60]
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Some proponents of immigration argue that the freedom of movement both within and between countries is a basic human right, and that the restrictive immigration policies, typical of nation-states, violate this human right of freedom of movement.[61] Such arguments are common among ideologies like anarchism and libertarianism.[62] As philosopher and Open borders activist Jacob Appel has written, "Treating human beings differently, simply because they were born on the opposite side of a national boundary, is hard to justify under any mainstream philosophical, religious or ethical theory."[63]
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Where immigration is permitted, it is typically selective. As of 2003[update], family reunification accounted for approximately two-thirds of legal immigration to the US every year.[64] Ethnic selection, such as the White Australia policy, has generally disappeared, but priority is usually given to the educated, skilled, and wealthy. Less privileged individuals, including the mass of poor people in low-income countries, cannot avail themselves of the legal and protected immigration opportunities offered by wealthy states. This inequality has also been criticized as conflicting with the principle of equal opportunities. The fact that the door is closed for the unskilled, while at the same time many developed countries have a huge demand for unskilled labor, is a major factor in illegal immigration. The contradictory nature of this policy—which specifically disadvantages the unskilled immigrants while exploiting their labor—has also been criticized on ethical grounds.[citation needed]
|
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|
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+
Immigration policies which selectively grant freedom of movement to targeted individuals are intended to produce a net economic gain for the host country. They can also mean net loss for a poor donor country through the loss of the educated minority—a "brain drain". This can exacerbate the global inequality in standards of living that provided the motivation for the individual to migrate in the first place. One example of competition for skilled labour is active recruitment of health workers from developing countries by developed countries.[65][66] There may however also be a "brain gain" to emigration, as migration opportunities lead to greater investments in education in developing countries.[67][68][69][70] Overall, research suggests that migration is beneficial both to the receiving and sending countries.[4]
|
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+
A survey of leading economists shows a consensus behind the view that high-skilled immigration makes the average American better off.[71] A survey of the same economists also shows support behind the notion that low-skilled immigration, while creating winners and losers, makes the average American better off.[72] A survey of European economists shows a consensus that freer movement of people to live and work across borders within Europe makes the average European better off, and strong support behind the notion that it has not made low-skilled Europeans worse off.[8] According to David Card, Christian Dustmann, and Ian Preston, "most existing studies of the economic impacts of immigration suggest these impacts are small, and on average benefit the native population".[6] In a survey of the existing literature, Örn B Bodvarsson and Hendrik Van den Berg write, "a comparison of the evidence from all the studies... makes it clear that, with very few exceptions, there is no strong statistical support for the view held by many members of the public, mainly that immigration has an adverse effect on native-born workers in the destination country."[73]
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Whereas the impact on the average native tends to be small and positive, studies show more mixed results for low-skilled natives, but whether the effects are positive or negative, they tend to be small either way.[74][75][76][77][78][79][80][81][82][83][84][85][86][87][88][89][90][91][92][93][94][95][96][97][98][99][100][101][102][excessive citations] Immigrants may often do types of work that natives are largely unwilling to do, contributing to greater economic prosperity for the economy as a whole: for instance, Mexican migrant workers taking up manual farm work in the United States has close to zero effect on native employment in that occupation, which means that the effect of Mexican workers on U.S. employment outside farm work was therefore most likely positive, since they raised overall economic productivity.[103] Research indicates that immigrants are more likely to work in risky jobs than U.S.-born workers, partly due to differences in average characteristics, such as immigrants' lower English language ability and educational attainment.[104] According to a 2017 survey of the existing economic literature, studies on high-skilled migrants "rarely find adverse wage and employment consequences, and longer time horizons tend to show greater gains".[105]
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Competition from immigrants in a particular profession may aggravate underemployment in that profession,[106] but increase wages for other natives;[105] for instance, a 2017 study in Science found that "the influx of foreign-born computer scientists since the early 1990s... increased the size of the US IT sector... benefited consumers via lower prices and more efficient products... raised overall worker incomes by 0.2 to 0.3% but decreased wages of U.S. computer scientists by 2.6 to 5.1%."[107] A 2019 study found that foreign college workers in STEM occupations did not displace native college workers in STEM occupations, but instead had a positive impact on latters' wages.[108] A 2019 study found that greater immigration led to less off-shoring by firms.[109]
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Research also suggests that diversity and immigration have a net positive effect on productivity[110][111][90][112][113] and economic prosperity.[114][115][116][117][118] Immigration has also been associated with reductions in offshoring.[113] A study by Harvard economist Nathan Nunn, Yale economist Nancy Qian and LSE economist Sandra Sequeira found that the Age of Mass Migration (1850–1920) contributed to "higher incomes, higher productivity, more innovation, and more industrialization" in the short-run and "higher incomes, less poverty, less unemployment, higher rates of urbanization, and greater educational attainment" in the long-run for the United States.[119] Research also shows that migration to Latin America during the Age of Mass Migration had a positive impact on long-run economic development.[120]
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Studies show that the elimination of barriers to migration would have profound effects on world GDP, with estimates of gains ranging between 67–147.3% in the scenarios where billions of workers move from developing to developed countries.[11][12][13][121][122] Research also finds that migration leads to greater trade in goods and services,[123][124][125][126][127] and increases in financial flows between the sending and receiving countries.[128][129] Using 130 years of data on historical migrations to the United States, one study finds "that a doubling of the number of residents with ancestry from a given foreign country relative to the mean increases by 4.2 percentage points the probability that at least one local firm invests in that country, and increases by 31% the number of employees at domestic recipients of FDI from that country. The size of these effects increases with the ethnic diversity of the local population, the geographic distance to the origin country, and the ethno-linguistic fractionalization of the origin country."[130] A 2017 study found that "immigrants' genetic diversity is significantly positively correlated with measures of U.S. counties' economic development [during the Age of Mass Migration]. There exists also a significant positive relationship between immigrants' genetic diversity in 1870 and contemporaneous measures of U.S. counties' average income."[131]
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Some research suggests that immigration can offset some of the adverse effects of automation on native labor outcomes.[132][133] By increasing overall demand, immigrants could push natives out of low-skilled manual labor into better paying occupations.[132][133] A 2018 study in the American Economic Review found that the Bracero program (which allowed almost half a million Mexican workers to do seasonal farm labor in the United States) did not have any adverse impact on the labor market outcomes of American-born farm workers.[134] A 2019 study by economic historians found that immigration restrictions implemented in the 1920s had an adverse impact on US-born workers' earnings.[135]
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A 2016 paper by University of Southern Denmark and University of Copenhagen economists found that the 1924 immigration restrictions enacted in the United States impaired the economy.[136][137]
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Overall immigration has not had much effect on native wage inequality[138][139] but low-skill immigration has been linked to greater income inequality in the native population.[140][141] Greater openness to low-skilled immigration in wealthy countries would drastically reduce global income inequality.[141][142]
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A 2011 literature review of the economic impacts of immigration found that the net fiscal impact of migrants varies across studies but that the most credible analyses typically find small and positive fiscal effects on average.[78] According to the authors, "the net social impact of an immigrant over his or her lifetime depends substantially and in predictable ways on the immigrant's age at arrival, education, reason for migration, and similar".[78] According to a 2007 literature review by the Congressional Budget Office, "Over the past two decades, most efforts to estimate the fiscal impact of immigration in the United States have concluded that, in aggregate and over the long term, tax revenues of all types generated by immigrants—both legal and unauthorized—exceed the cost of the services they use."[143]
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A 2018 study found that inflows of asylum seekers into Western Europe from 1985 to 2015 had a net positive fiscal impact.[144][145] Research has shown that EU immigrants made a net positive fiscal contribution to Denmark[146] and the United Kingdom.[147][96] A 2017 study found that when Romanian and Bulgarian immigrants to the United Kingdom gained permission to acquire welfare benefits in 2014 that it had no discernible impact on the immigrants' use of welfare benefits.[148] A paper by a group of French economists found that over the period 1980-2015, "international migration had a positive impact on the economic and fiscal performance of OECD countries."[149]
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A 2017 survey of leading economists found that 34% of economists agreed with the statement "The influx of refugees into Germany beginning in the summer of 2015 will generate net economic benefits for German citizens over the succeeding decade", whereas 38% were uncertain and 6% disagreed.[150] Studies of refugees' impact on native welfare are scant but the existing literature shows mixed results (negative, positive and no significant effects on native welfare).[75][151][152][153][154][155][156][157][158][159][160][161][162][163][164][91][74][165][166][excessive citations] According to economist Michael Clemens, "when economists have studied past influxes of refugees and migrants they have found the labor market effects, while varied, are very limited, and can in fact be positive."[167] A 2018 study in the Economic Journal found that Vietnamese refugees to the United States had a positive impact on American exports, as exports to Vietnam grew most in US states with larger Vietnamese populations.[127] A 2018 study in the journal Science Advances found that asylum seekers entering Western Europe in the period 1985–2015 had a positive macroeconomic and fiscal impact.[144][145] A 2019 study found that the mass influx of 1.3 million Syrian refugees to Jordan (total population: 6.6 million) did not have harm the labor market outcomes of native Jordanians.[159] A 2020 study found that Syrian refugees to Turkey improved the productivity of Turkish firms.[168]
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A 2017 paper by Evans and Fitzgerald found that refugees to the United States pay "$21,000 more in taxes than they receive in benefits over their first 20 years in the U.S."[165] An internal study by the Department of Health and Human Services under the Trump administration, which was suppressed and not shown to the public, found that refugees to the United States brought in $63 billion more in government revenues than they cost the government.[169] According to University of California, Davis, labor economist Giovanni Peri, the existing literature suggests that there are no economic reasons why the American labor market could not easily absorb 100,000 Syrian refugees in a year.[170] A 2017 paper looking at the long-term impact of refugees on the American labor market over the period 1980–2010 found "that there is no adverse long-run impact of refugees on the U.S. labor market."[171]
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Refugees integrate more slowly into host countries' labor markets than labor migrants, in part due to the loss and depreciation of human capital and credentials during the asylum procedure.[172] Refugees tend to do worse in economic terms than natives, even when they have the same skills and language proficiencies of natives. For instance, a 2013 study of Germans in West-Germany who had been displaced from Eastern Europe during and after World War II showed that the forced German migrants did far worse economically than their native West-German counterparts decades later.[173] Second-generation forced German migrants also did worse in economic terms than their native counterparts.[173] A study of refugees to the United States found that "refugees that enter the U.S. before age 14 graduate high school and enter college at the same rate as natives. Refugees that enter as older teenagers have lower attainment with much of the difference attributable to language barriers and because many in this group are not accompanied by a parent to the U.S."[165] Refugees that entered the U.S. at ages 18–45, have "much lower levels of education and poorer language skills than natives and outcomes are initially poor with low employment, high welfare use and low earnings."[165] But the authors of the study find that "outcomes improve considerably as refugees age."[165]
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A 2017 study found that the 0.5 million Portuguese who returned to Portugal from Mozambique and Angola in the mid-1970s lowered labor productivity and wages.[174] A 2018 paper found that the areas in Greece that took on a larger share of Greek Orthodox refugees from the Greco-Turkish War of 1919-1922 "have today higher earnings, higher levels of household wealth, greater educational attainment, as well as larger financial and manufacturing sectors."[175]
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Research on the economic effects of undocumented immigrants is scant but existing studies suggests that the effects are positive for the native population,[176][177] and public coffers.[143][178] A 2015 study shows that "increasing deportation rates and tightening border control weakens low-skilled labor markets, increasing unemployment of native low-skilled workers. Legalization, instead, decreases the unemployment rate of low-skilled natives and increases income per native."[77] Studies show that legalization of undocumented immigrants would boost the U.S. economy; a 2013 study found that granting legal status to undocumented immigrants would raise their incomes by a quarter (increasing U.S. GDP by approximately $1.4 trillion over a ten-year period),[179] and a 2016 study found that "legalization would increase the economic contribution of the unauthorized population by about 20%, to 3.6% of private-sector GDP."[180] A 2018 National Bureau of Economic Research paper found that undocumented immigrants to the United States "generate higher surplus for US firms relative to natives, hence restricting their entry has a depressing effect on job creation and, in turn, on native labor markets."[181]
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A 2017 study in the Journal of Public Economics found that more intense immigration enforcement increased the likelihood that US-born children with undocumented immigrant parents would live in poverty.[182]
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A paper by Spanish economists found that upon legalizing the undocumented immigrant population in Spain, the fiscal revenues increased by around €4,189 per newly legalized immigrant.[178] The paper found that the wages of the newly legalized immigrants increased after legalization, some low-skilled natives had worse labor market outcomes and high-skilled natives had improved labor market outcomes.[178]
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A 2018 study found no evidence that apprehensions of undocumented immigrants in districts in the United States improved the labor market outcomes for American natives.[183]
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Research suggests that migration is beneficial both to the receiving and sending countries.[4][5] According to one study, welfare increases in both types of countries: "welfare impact of observed levels of migration is substantial, at about 5% to 10% for the main receiving countries and about 10% in countries with large incoming remittances".[4] According to Branko Milanović, country of residency is by far the most important determinant of global income inequality, which suggests that the reduction in labor barriers would significantly reduce global income inequality.[15][184] A study of equivalent workers in the United States and 42 developing countries found that "median wage gap for a male, unskilled (9 years of schooling), 35-year-old, urban formal sector worker born and educated in a developing country is P$15,400 per year at purchasing power parity".[185] A 2014 survey of the existing literature on emigration finds that a 10 percent emigrant supply shock would increase wages in the sending country by 2–5.5%.[16]
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According to economists Michael Clemens and Lant Pritchett, "permitting people to move from low-productivity places to high-productivity places appears to be by far the most efficient generalized policy tool, at the margin, for poverty reduction".[17] A successful two-year in situ anti-poverty program, for instance, helps poor people make in a year what is the equivalent of working one day in the developed world.[17] A slight reduction in the barriers to labor mobility between the developing and developed world would do more to reduce poverty in the developing world than any remaining trade liberalization.[186]
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Research on a migration lottery allowing Tongans to move to New Zealand found that the lottery winners saw a 263% increase in income from migrating (after only one year in New Zealand) relative to the unsuccessful lottery entrants.[187] A longer-term study on the Tongan lottery winners finds that they "continue to earn almost 300 percent more than non-migrants, have better mental health, live in households with more than 250 percent higher expenditure, own more vehicles, and have more durable assets".[188] A conservative estimate of their lifetime gain to migration is NZ$315,000 in net present value terms (approximately US$237,000).[188]
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A 2017 study of Mexican immigrant households in the United States found that by virtue of moving to the United States, the households increase their incomes more than fivefold immediately.[189] The study also found that the "average gains accruing to migrants surpass those of even the most successful current programs of economic development."[189]
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A 2017 study of European migrant workers in the UK shows that upon accession to the EU, the migrant workers see a substantial positive impact on their earnings. The data indicate that acquiring EU status raises earnings for the workers by giving them the right to freely change jobs.[190]
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A 2017 study in the Quarterly Journal of Economics found that immigrants from middle- and low-income countries to the United States increased their wages by a factor of two to three upon migration.[191]
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A 2017 survey of the existing economic literature found that "high-skilled migrants boost innovation and productivity outcomes."[105] According to a 2013 survey of the existing economic literature, "much of the existing research points towards positive net contributions by immigrant entrepreneurs."[192] Areas where immigrant are more prevalent in the United States have substantially more innovation (as measured by patenting and citations).[193] Immigrants to the United States create businesses at higher rates than natives.[194] A 2010 study showed "that a 1 percentage point increase in immigrant college graduates' population share increases patents per capita by 9–18 percent."[195] Mass migration can also boost innovation and growth, as shown by the Jewish, Huguenot and Bohemian diasporas in Berlin and Prussia,[196][197][198] German Jewish Émigrés in the US,[199] the Mariel boatlift,[200] the exodus of Soviet Jews to Israel in the 1990s,[112] European migration to Argentina during the Age of Mass Migration (1850–1914),[201] west-east migration in the wake of German reunification,[202] and Polish immigration to Germany after joining the EU.[203] A 2018 study in the Economic Journal found that "a 10% increase in immigration from exporters of a given product is associated with a 2% increase in the likelihood that the host country starts exporting that good 'from scratch' in the next decade."[204]
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Immigrants have been linked to greater invention and innovation.[205][206][207][208][209][210] According to one report, "immigrants have started more than half (44 of 87) of America's startup companies valued at $1 billion dollars or more and are key members of management or product development teams in over 70 percent (62 of 87) of these companies."[211] One analysis found that immigrant-owned firms had a higher innovation rate (on most measures of innovation) than firms owned by U.S.-born entrepreneurs.[212] Research also shows that labor migration increases human capital.[69][67][68][70][213] Foreign doctoral students are a major source of innovation in the American economy.[214] In the United States, immigrant workers hold a disproportionate share of jobs in science, technology, engineering, and math (STEM): "In 2013, foreign-born workers accounted for 19.2 percent of STEM workers with a bachelor's degree, 40.7 percent of those with a master's degree, and more than half—54.5 percent—of those with a PhD"[215]
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A number of countries across the globe offer Economic Citizenship Programs where in return for investing into the local economy, foreign investors are awarded citizenship. Such programs encourage innovation and entrepreneurship from foreign investors and high net worth individuals who as new citizens in the country can offer unique perspectives. St. Kitts and Nevis was the first country to offer economic citizenship back in 1984 creating a new market for citizenship and by the early 2000's other Caribbean countries joined them.[216]
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A 2015 study finds "some evidence that larger immigrant population shares (or inflows) yield positive impacts on institutional quality. At a minimum, our results indicate that no negative impact on economic freedom is associated with more immigration."[217] Another study, looking at the increase in Israel's population in the 1990s due to the unrestricted immigration of Jews from the Soviet Union, finds that the mass immigration did not undermine political institutions, and substantially increased the quality of economic institutions.[218] A 2017 study in the British Journal of Political Science argued that the British American colonies without slavery adopted better democratic institutions in order to attract migrant workers to their colonies.[219][220] A 2018 study fails to find evidence that immigration to the United States weakens economic freedom.[221] A 2019 study of Jordan found that the massive influx of refugees into Jordan during the Gulf War had long-lasting positive effects on Jordanian economic institutions.[222]
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Some research has found that as immigration and ethnic heterogeneity increase, government funding of welfare and public support for welfare decrease.[223][224][225][226][227][228] Ethnic nepotism may be an explanation for this phenomenon. Other possible explanations include theories regarding in-group and out-group effects and reciprocal altruism.[229]
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Research however also challenges the notion that ethnic heterogeneity reduces public goods provision.[230][231][232] Studies that find a negative relationship between ethnic diversity and public goods provision often fail to take into account that strong states were better at assimilating minorities, thus decreasing diversity in the long run.[230] Ethnically diverse states today consequently tend to be weaker states.[230] Because most of the evidence on fractionalization comes from sub-Saharan Africa and the United States, the generalizability of the findings is questionable.[231] A 2018 study in the American Political Science Review cast doubts on findings that ethnoracial homogeneity led to greater public goods provision.[233]
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Research finds that Americans' attitudes towards immigration influence their attitudes towards welfare spending.[234]
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A 2016 study found that immigration in the period 1940–2010 in the United States increased the high school completion of natives: "An increase of one percentage point in the share of immigrants in the population aged 11–64 increases the probability that natives aged 11–17 eventually complete 12 years of schooling by 0.3 percentage point."[235] A 2019 NBER paper found little evidence that exposure to foreign-born students had an impact on US-born students.[236]
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Studies have found that non-native speakers of English in the UK have no causal impact on the performance of other pupils,[237] immigrant children have no significant impact on the test scores of Dutch children,[238] no effect on grade repetition among native students exposed to migrant students in Austrian schools,[239] that the presence of Latin American children in schools had no significant negative effects on peers, but that students with limited English skills had slight negative effects on peers,[240] and that the influx of Haitians to Florida public schools after the 2010 Haiti earthquake had no effects on the educational outcomes of incumbent students.[241]
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A 2018 study found that the "presence of immigrant students who have been in the country for some time is found to have no effect on natives. However, a small negative effect of recent immigrants on natives' language scores is reported."[242] Another 2018 study found that the presence of immigrant students to Italy was associated with "small negative average effects on maths test scores that are larger for low ability native students, strongly non-linear and only observable in classes with a high (top 20%) immigrant concentration. These outcomes are driven by classes with a high average linguistic distance between immigrants and natives, with no apparent additional role played by ethnic diversity."[243]
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A 2019 review of existing research in the Annual Review of Sociology on immigrant assimilation in the United States, the United Kingdom, France, Germany, Sweden, Norway, Belgium, the Netherlands and Spain concluded "we find an overall pattern of intergenerational assimilation in terms of socioeconomic attainment, social relations, and cultural beliefs."[244]
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A 2018 study in the American Sociological Review found that within racial groups, most immigrants to the United States had fully assimilated within a span of 20 years.[22] Immigrants arriving in the United States after 1994 assimilate more rapidly than immigrants who arrived in previous periods.[22] Measuring assimilation can be difficult due to "ethnic attrition", which refers to when ancestors of migrants cease to self-identify with the nationality or ethnicity of their ancestors. This means that successful cases of assimilation will be underestimated. Research shows that ethnic attrition is sizable in Hispanic and Asian immigrant groups in the United States.[245][246] By taking account of ethnic attrition, the assimilation rate of Hispanics in the United States improves significantly.[245][247] A 2016 paper challenges the view that cultural differences are necessarily an obstacle to long-run economic performance of migrants. It finds that "first generation migrants seem to be less likely to success the more culturally distant they are, but this effect vanishes as time spent in the US increases."[248]
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A 2018 study found that Chinese nationals in the United States who received permanent residency permits from the US government amid the Tiananmen Square protests (and subsequent Chinese government clampdown) experienced significant employment and earnings gains relative to similar immigrant groups who did not have the same residency rights.[249]
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During the Age of Mass Migration, infant arrivals to the United States had greater economic success over their lifetime than teenage arrivals.[250]
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A 2015 report by the National Institute of Demographic Studies finds that an overwhelming majority of second-generation immigrants of all origins in France feel French, despite the persistent discrimination in education, housing and employment that many of the minorities face.[251]
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Research shows that country of origin matters for speed and depth of immigrant assimilation but that there is considerable assimilation overall.[23] Research finds that first generation immigrants from countries with less egalitarian gender cultures adopt gender values more similar to natives over time.[252][253] According to one study, "this acculturation process is almost completed within one generational succession: The gender attitudes of second generation immigrants are difficult to distinguish from the attitudes of members of mainstream society. This holds also for children born to immigrants from very gender traditional cultures and for children born to less well integrated immigrant families."[252] Similar results are found on a study of Turkish migrants to Western Europe.[253] The assimilation on gender attitudes has been observed in education, as one study finds "that the female advantage in education observed among the majority population is usually present among second-generation immigrants."[254]
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A 2017 study of Switzerland found that naturalization strongly improves long-term social integration of immigrants: "The integration returns to naturalization are larger for more marginalized immigrant groups and when naturalization occurs earlier, rather than later in the residency period."[255] A separate study of Switzerland found that naturalization improved the economic integration of immigrants: "winning Swiss citizenship in the referendum increased annual earnings by an average of approximately 5,000 U.S. dollars over the subsequent 15 years. This effect is concentrated among more marginalized immigrants."[256]
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First-generation immigrants tend to hold less accepting views of homosexual lifestyles but opposition weakens with longer stays.[257] Second-generation immigrants are overall more accepting of homosexual lifestyles, but the acculturation effect is weaker for Muslims and to some extent, Eastern Orthodox migrants.[257]
|
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A study of Bangladeshi migrants in East London found they shifted towards the thinking styles of the wider non-migrant population in just a single generation.[258]
|
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A study on Germany found that foreign-born parents are more likely to integrate if their children are entitled to German citizenship at birth.[259] A 2017 study found that "faster access to citizenship improves the economic situation of immigrant women, especially their labour market attachment with higher employment rates, longer working hours and more stable jobs. Immigrants also invest more in host country-specific skills like language and vocational training. Faster access to citizenship seems a powerful policy instrument to boost economic integration in countries with traditionally restrictive citizenship policies."[260] Naturalization is associated with large and persistent wage gains for the naturalized citizens in most countries.[261] One study of Denmark found that providing immigrants with voting rights reduced their crime rate.[262]
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Studies on programs that randomly allocate refugee immigrants across municipalities find that the assignment of neighborhood impacts immigrant crime propensity, education and earnings.[263][264][265][266][267][268] A 2019 study found that refugees who resettled in areas with many conationals were more likely to be economically integrated.[269]
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Research suggests that bilingual schooling reduces barriers between speakers from two different communities.[270]
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Research suggests that a vicious cycle of bigotry and isolation could reduce assimilation and increase bigotry towards immigrants in the long-term. For instance, University of California, San Diego political scientist Claire Adida, Stanford University political scientist David Laitin and Sorbonne University economist Marie-Anne Valfort argue "fear-based policies that target groups of people according to their religion or region of origin are counter-productive. Our own research, which explains the failed integration of Muslim immigrants in France, suggests that such policies can feed into a vicious cycle that damages national security. French Islamophobia—a response to cultural difference—has encouraged Muslim immigrants to withdraw from French society, which then feeds back into French Islamophobia, thus further exacerbating Muslims' alienation, and so on. Indeed, the failure of French security in 2015 was likely due to police tactics that intimidated rather than welcomed the children of immigrants—an approach that makes it hard to obtain crucial information from community members about potential threats."[271][272]
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A study which examined Catalan nationalism examined the Catalan Government's policy towards the integration of immigrants during the start of the 1990s. At this time the Spanish region of Catalonia was experiencing a large influx in the number of immigrants from Northern Africa, Latin America and Asia. The Spanish government paid little attention to this influx of immigrants. However, Catalan politicians began discussing how the increase in immigrants would effect Catalan identity. Members of the Catalan parliament petitioned for a plan to integrate these immigrants into Catalan society. Crucially, the plan did not include policies regarding naturalisation , which were key immigration policies of the Spanish government. The plan of the Catalan parliament aimed to create a shared Catalan identity which included both the native Catalan population and immigrant communities. This meant that immigrants were encouraged to relate as part of the Catalan community but also encouraged to retain their own culture and traditions. In this way assimilation of immigrant cultures in Catalonia was avoided.[273]
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A 2018 study in the British Journal of Political Science found that immigrants in Norway became more politically engaged the earlier that they were given voting rights.[274]
|
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A 2019 study in the European Economic Review found that language training improved the economic assimilation of immigrants in France.[275]
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A 2020 paper on reforms of refugee policy in Denmark found that language training boosted the economic and social integration of refugees, whereas cuts to refugees' welfare benefits had no impact, except to temporarily increase property crimes.[276]
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There is some research that suggests that immigration adversely affects social capital in the short term.[277] One study, for instance, found that "larger increases in US states' Mexican population shares correspond to larger decreases in social capital over the period" 1986–2004.[278] A 2017 study in the Journal of Comparative Economics found that "individuals whose ancestors migrated from countries with higher autocracy levels are less likely to trust others and to vote in presidential elections in the U.S. The impact of autocratic culture on trust can last for at least three generations while the impact on voting disappears after one generation. These impacts on trust and voting are also significant across Europe."[279] A 2019 study found that "humans are inclined to react negatively to threats to homogeneity... in the short term. However, these negative outcomes are compensated in the long term by the beneficial influence of intergroup contact, which alleviates initial negative influences."[280]
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Research suggests that immigration has positive effects on native workers' health.[281][282] As immigration rises, native workers are pushed into less demanding jobs, which improves native workers' health outcomes.[281][282]
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A 2018 study found that immigration to the United Kingdom "reduced waiting times for outpatient referrals and did not have significant effects on waiting times in accident and emergency departments (A&E) and elective care."[283] The study also found "evidence that immigration increased waiting times for outpatient referrals in more deprived areas outside of London" but that this increase disappears after 3 to 4 years.[283]
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A 2018 systemic review and meta-analysis in The Lancet found that migrants generally have better health than the general population.[284]
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A 2014 study of the United Kingdom found that immigration generally reduced house prices, because natives at the top of the wage distribution respond to immigration by moving to other areas, reducing demand for housing.[285]
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Immigration and crime refers to perceived or actual relationships between crime and immigration. The academic literature provides mixed findings for the relationship between immigration and crime worldwide, but finds for the United States that immigration either has no impact on the crime rate or that it reduces the crime rate.[286][287][288][289][290][291][292] A meta-analysis of 51 studies from 1994–2014 on the relationship between immigration and crime in the United States found that overall immigration reduces crime, but the relationship is very weak.[293] Research suggests that people tend to overestimate the relationship between immigration and criminality,[294][289][295] and that the media tends to erroneously depict immigrants as particularly crime-prone.[296]
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The over-representation of immigrants in the criminal justice systems of several countries may be due to socioeconomic factors, imprisonment for migration offenses, and racial and ethnic discrimination by police and the judicial system.[297][298][299][300][301][302] The relationship between immigration and terrorism is understudied, but existing research suggests that the relationship is weak and that repression of the immigrants increases the terror risk.[303][304] Research on the relationship between refugee migration and crime is scarce, but existing empirical evidence fails to substantiate a relationship between refugee migration and crime.[305]
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Research suggests that police practices, such as racial profiling, over-policing in areas populated by minorities and in-group bias may result in disproportionately high numbers of racial minorities among crime suspects in Sweden, Italy, and England and Wales.[306][307][308][309][310] Research also suggests that there may be possible discrimination by the judicial system, which contributes to a higher number of convictions for racial minorities in Sweden, the Netherlands, Italy, Germany, Denmark and France.[306][308][309][311][312][313][314] A 2018 study found that the Dutch are less likely to reciprocate in games played with immigrants than the native Dutch.[315]
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Several meta-analyses find extensive evidence of ethnic and racial discrimination in hiring in the North-American and European labor markets.[25][24][316] A 2016 meta-analysis of 738 correspondence tests in 43 separate studies conducted in OECD countries between 1990 and 2015 finds that there is extensive racial discrimination in hiring decisions in Europe and North-America.[24] Equivalent minority candidates need to send around 50% more applications to be invited for an interview than majority candidates.[24]
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A 2014 meta-analysis found extensive evidence of racial and ethnic discrimination in the housing market of several European countries.[25]
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A 2014 meta-analysis of racial discrimination in product markets found extensive evidence of minority applicants being quoted higher prices for products.[25] A 1995 study found that car dealers "quoted significantly lower prices to white males than to black or female test buyers using identical, scripted bargaining strategies."[317] A 2013 study found that eBay sellers of iPods received 21 percent more offers if a white hand held the iPod in the photo than a black hand.[318]
|
184 |
+
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Research suggests that police practices, such as racial profiling, over-policing in areas populated by minorities and in-group bias may result in disproportionately high numbers of racial minorities among crime suspects.[319][320][321][322] Research also suggests that there may be possible discrimination by the judicial system, which contributes to a higher number of convictions for racial minorities.[323][324][325][326][327] A 2012 study found that "(i) juries formed from all-white jury pools convict black defendants significantly (16 percentage points) more often than white defendants, and (ii) this gap in conviction rates is entirely eliminated when the jury pool includes at least one black member."[325] Research has found evidence of in-group bias, where "black (white) juveniles who are randomly assigned to black (white) judges are more likely to get incarcerated (as opposed to being placed on probation), and they receive longer sentences."[327] In-group bias has also been observed when it comes to traffic citations, as black and white cops are more likely to cite out-groups.[321]
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A 2015 study using correspondence tests "found that when considering requests from prospective students seeking mentoring in the future, faculty were significantly more responsive to White males than to all other categories of students, collectively, particularly in higher-paying disciplines and private institutions."[328]
|
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+
According to an analysis of the National Study of College Experience, elite colleges may favor minority applicants due to affirmative action policies.[329]
|
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+
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A 2018 National Bureau of Economic Research paper found that math teachers discriminate against the children of immigrants. When the teachers were informed about negative stereotypes towards the children of immigrants, they gave higher grades to the children of immigrants.[330]
|
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A 2014 meta-analysis found extensive evidence of racial discrimination in the American housing market.[25] Minority applicants for housing needed to make many more enquiries to view properties.[25] Geographical steering of African-Americans in US housing remained significant.[25] A 2003 study finds "evidence that agents interpret an initial housing request as an indication of a customer's preferences, but also are more likely to withhold a house from all customers when it is in an integrated suburban neighborhood (redlining). Moreover, agents' marketing efforts increase with asking price for white, but not for black, customers; blacks are more likely than whites to see houses in suburban, integrated areas (steering); and the houses agents show are more likely to deviate from the initial request when the customer is black than when the customer is white. These three findings are consistent with the possibility that agents act upon the belief that some types of transactions are relatively unlikely for black customers (statistical discrimination)."[331]
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A report by the federal Department of Housing and Urban Development where the department sent African-Americans and whites to look at apartments found that African-Americans were shown fewer apartments to rent and houses for sale.[332]
|
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197 |
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Several meta-analyses find extensive evidence of ethnic and racial discrimination in hiring in the American labor market.[25][316][24] A 2016 meta-analysis of 738 correspondence tests – tests where identical CVs for stereotypically black and white names were sent to employers – in 43 separate studies conducted in OECD countries between 1990 and 2015 finds that there is extensive racial discrimination in hiring decisions in Europe and North-America.[24] These correspondence tests showed that equivalent minority candidates need to send around 50% more applications to be invited for an interview than majority candidates.[24][333] A study that examine the job applications of actual people provided with identical résumés and similar interview training showed that African-American applicants with no criminal record were offered jobs at a rate as low as white applicants who had criminal records.[334]
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Remittances increase living standards in the country of origin. Remittances are a large share of the GDP of many developing countries.[335][335] A study on remittances to Mexico found that remittances lead to a substantial increase in the availability of public services in Mexico, surpassing government spending in some localities.[336]
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Research finds that emigration and low migration barriers has net positive effects on human capital formation in the sending countries.[67][68][69][70] This means that there is a "brain gain" instead of a "brain drain" to emigration. Emigration has also been linked to innovation in cases where the migrants return to their home country after developing skills abroad.[337][338]
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One study finds that sending countries benefit indirectly in the long-run on the emigration of skilled workers because those skilled workers are able to innovate more in developed countries, which the sending countries are able to benefit on as a positive externality. Greater emigration of skilled workers consequently leads to greater economic growth and welfare improvements in the long-run.[339] The negative effects of high-skill emigration remain largely unfounded. According to economist Michael Clemens, it has not been shown that restrictions on high-skill emigration reduce shortages in the countries of origin.[340]
|
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Research also suggests that emigration, remittances and return migration can have a positive impact on political institutions and democratization in the country of origin.[341][342][343][344][345][346][347][348][349][350] Research also shows that remittances can lower the risk of civil war in the country of origin.[351] Return migration from countries with liberal gender norms has been associated with the transfer of liberal gender norms to the home country.[352]
|
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Research suggests that emigration causes an increase in the wages of those who remain in the country of origin. A 2014 survey of the existing literature on emigration finds that a 10 percent emigrant supply shock would increase wages in the sending country by 2–5.5%.[16] A study of emigration from Poland shows that it led to a slight increase in wages for high- and medium-skilled workers for remaining Poles.[353] A 2013 study finds that emigration from Eastern Europe after the 2004 EU enlargement increased the wages of remaining young workers in the country of origin by 6%, while it had no effect on the wages of old workers.[354] The wages of Lithuanian men increased as a result of post-EU enlargement emigration.[355] Return migration is associated with greater household firm revenues.[356] Emigration leads to boosts in foreign direct investment to their home country.[357]
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Some research shows that the remittance effect is not strong enough to make the remaining natives in countries with high emigration flows better off.[4]
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An emperor (from Latin: imperator , via Old French: empereor)[1] is a monarch, and usually the sovereign ruler of an empire or another type of imperial realm. Empress, the female equivalent, may indicate an emperor's wife (empress consort), mother (empress dowager), or a woman who rules in her own right (empress regnant). Emperors are generally recognized to be of a higher honour and rank than kings. In Europe, the title of Emperor has been used since the Middle Ages, considered in those times equal or almost equal in dignity to that of Pope due to the latter's position as visible head of the Church and spiritual leader of the Catholic part of Western Europe. The Emperor of Japan is the only currently reigning monarch whose title is translated into English as "Emperor."[2]
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Both emperors and kings are monarchs, but emperor and empress are considered the higher monarchical titles. Inasmuch as there is a strict definition of emperor, it is that an emperor has no relations implying the superiority of any other ruler and typically rules over more than one nation. Therefore a king might be obliged to pay tribute to another ruler,[3] or be restrained in his actions in some unequal fashion, but an emperor should in theory be completely free of such restraints. However, monarchs heading empires have not always used the title in all contexts—the British sovereign did not assume the title Empress of the British Empire even during the incorporation of India, though she was declared Empress of India.
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In Western Europe, the title of Emperor was used exclusively by the Holy Roman Emperor, whose imperial authority was derived from the concept of translatio imperii, i.e. they claimed succession to the authority of the Western Roman Emperors, thus linking themselves to Roman institutions and traditions as part of state ideology. Although initially ruling much of Central Europe and northern Italy, by the 19th century the Emperor exercised little power beyond the German-speaking states.
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Although technically an elective title, by the late 16th century the imperial title had in practice come to be inherited by the Habsburg Archdukes of Austria and following the Thirty Years' War their control over the states (outside the Habsburg Monarchy, i.e. Austria, Bohemia and various territories outside the empire) had become nearly non-existent. However, Napoleon Bonaparte was crowned Emperor of the French in 1804 and was shortly followed by Francis II, Holy Roman Emperor, who declared himself Emperor of Austria in the same year. The position of Holy Roman Emperor nonetheless continued until Francis II abdicated that position in 1806. In Eastern Europe, the monarchs of Russia also used translatio imperii to wield imperial authority as successors to the Eastern Roman Empire. Their status was officially recognised by the Holy Roman Emperor in 1514, although not officially used by the Russian monarchs until 1547. However, the Russian emperors are better known by their Russian-language title of Tsar even after Peter the Great adopted the title of Emperor of All Russia in 1721.
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Historians have liberally used emperor and empire anachronistically and out of its Roman and European context to describe any large state from the past or the present. Such pre-Roman titles as Great King or King of Kings, used by the Kings of Persia and others, are often considered as the equivalent. Sometimes this reference has even extended to non-monarchically ruled states and their spheres of influence such as the Athenian Empire of the late 5th century BC, the Angevin Empire of the Plantagenets and the Soviet and American "empires" of the Cold War era. However, such "empires" did not need to be headed by an "emperor". Empire became identified instead with vast territorial holdings rather than the title of its ruler by the mid-18th century.
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For purposes of protocol, emperors were once given precedence over kings in international diplomatic relations, but currently precedence amongst heads of state who are sovereigns—whether they be kings, queens, emperors, empresses, princes, princesses and to a lesser degree presidents—is determined by the duration of time that each one has been continuously in office. Outside the European context, emperor was the translation given to holders of titles who were accorded the same precedence as European emperors in diplomatic terms. In reciprocity, these rulers might accredit equal titles in their native languages to their European peers. Through centuries of international convention, this has become the dominant rule to identifying an emperor in the modern era.
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When Republican Rome turned into a de facto monarchy in the second half of the 1st century BC, at first there was no name for the title of the new type of monarch. Ancient Romans abhorred the name Rex ("king"), and it was critical to the political order to maintain the forms and pretenses of republican rule. Julius Caesar had been Dictator, an acknowledged and traditional office in Republican Rome. Caesar was not the first to hold it, but following his assassination the term was abhorred in Rome[citation needed].
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Augustus, considered the first Roman emperor, established his hegemony by collecting on himself offices, titles, and honours of Republican Rome that had traditionally been distributed to different people, concentrating what had been distributed power in one man. One of these offices was princeps senatus, ("first man of the Senate") and became changed into Augustus' chief honorific, princeps civitatis ("first citizen") from which the modern English word and title prince is descended. The first period of the Roman Empire, from 27 BC – AD 284, is called the principate for this reason. However, it was the informal descriptive of Imperator ("commander") that became the title increasingly favored by his successors. Previously bestowed on high officials and military commanders who had imperium, Augustus reserved it exclusively to himself as the ultimate holder of all imperium. (Imperium is Latin for the authority to command, one of a various types of authority delineated in Roman political thought.)
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Beginning with Augustus, Imperator appeared in the title of all Roman monarchs through the extinction of the Empire in 1453. After the reign of Augustus' immediate successor Tiberius, being proclaimed imperator was transformed into the act of accession to the head of state. Other honorifics used by the Roman Emperors have also come to be synonyms for Emperor:
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After the turbulent Year of the four emperors in 69, the Flavian Dynasty reigned for three decades. The succeeding Nervan-Antonian Dynasty, ruling for most of the 2nd century, stabilised the Empire. This epoch became known as the era of the Five Good Emperors, and was followed by the short-lived Severan Dynasty.
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During the Crisis of the 3rd century, Barracks Emperors succeeded one another at short intervals. Three short lived secessionist attempts had their own emperors: the Gallic Empire, the Britannic Empire, and the Palmyrene Empire though the latter used rex more regularly.
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The Principate (27 BC – 284 AD) period was succeeded by what is known as the Dominate (284 AD – 527 AD), during which Emperor Diocletian tried to put the Empire on a more formal footing. Diocletian sought to address the challenges of the Empire's now vast geography and the instability caused by the informality of succession by the creation of co-emperors and junior emperors. At one point, there were as many as five sharers of the imperium (see: Tetrarchy). In 325 AD Constantine I defeated his rivals and restored single emperor rule, but following his death the empire was divided among his sons. For a time the concept was of one empire ruled by multiple emperors with varying territory under their control, however following the death of Theodosius I the rule was divided between his two sons and increasingly became separate entities. The areas administered from Rome are referred to by historians the Western Roman Empire and those under the immediate authority of Constantinople called the Eastern Roman Empire or (after the Battle of Yarmouk in 636 AD) the Later Roman or Byzantine Empire. The subdivisions and co-emperor system were formally abolished by Emperor Zeno in 480 AD following the death of Julius Nepos last Western Emperor and the ascension of Odoacer as the de facto King of Italy in 476 AD.
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Historians generally refer to the continuing Roman Empire in the east as the Byzantine Empire after Byzantium, the original name of the town that Constantine I would elevate to the Imperial capital as New Rome in AD 330. (The city is more commonly called Constantinople and is today named Istanbul). Although the empire was again subdivided and a co-emperor sent to Italy at the end of the fourth century, the office became unitary again only 95 years later at the request of the Roman Senate and following the death of Julius Nepos, last Western Emperor. This change was a recognition of the reality that little remained of Imperial authority in the areas that had been the Western Empire, with even Rome and Italy itself now ruled by the essentially autonomous Odoacer.
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These Later Roman "Byzantine" Emperors completed the transition from the idea of the Emperor as a semi-republican official to the Emperor as an absolute monarch. Of particular note was the translation of the Latin Imperator into the Greek Basileus, after Emperor Heraclius changed the official language of the empire from Latin to Greek in AD 620. Basileus, a title which had long been used for Alexander the Great was already in common usage as the Greek word for the Roman emperor, but its definition and sense was "King" in Greek, essentially equivalent with the Latin Rex. Byzantine period emperors also used the Greek word "autokrator", meaning "one who rules himself", or "monarch", which was traditionally used by Greek writers to translate the Latin dictator. Essentially, the Greek language did not incorporate the nuances of the Ancient Roman concepts that distinguished imperium from other forms of political power.
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In general usage, the Byzantine imperial title evolved from simply "emperor" (basileus), to "emperor of the Romans" (basileus tōn Rōmaiōn) in the 9th century, to "emperor and autocrat of the Romans" (basileus kai autokratōr tōn Rōmaiōn) in the 10th.[4] In fact, none of these (and other) additional epithets and titles had ever been completely discarded.
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One important distinction between the post Constantine I (reigned AD 306–337) emperors and their pagan predecessors was cesaropapism, the assertion that the Emperor (or other head of state) is also the head of the Church. Although this principle was held by all emperors after Constantine, it met with increasing resistance and ultimately rejection by bishops in the west after the effective end of Imperial power there. This concept became a key element of the meaning of "emperor" in the Byzantine and Orthodox east, but went out of favor in the west with the rise of Roman Catholicism.
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The Byzantine Empire also produced three women who effectively governed the state: the Empress Irene and the Empresses Zoe and Theodora.
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In 1204 Constantinople fell to the Venetians and the Franks in the Fourth Crusade. Following the tragedy of the horrific sacking of the city, the conquerors declared a new "Empire of Romania", known to historians as the Latin Empire of Constantinople, installing Baldwin IX, Count of Flanders, as Emperor. However, Byzantine resistance to the new empire meant that it was in constant struggle to establish itself. Byzantine Emperor Michael VIII Palaiologos succeeded in recapturing Constantinople in 1261. The Principality of Achaea, a vassal state the empire had created in Morea (Greece) intermittently continued to recognize the authority of the crusader emperors for another half century. Pretenders to the title continued among the European nobility until circa 1383.
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With Constantinople occupied, claimants to the imperial succession styled themselves as emperor in the chief centers of resistance: The Laskarid dynasty in the Empire of Nicaea, the Komnenid dynasty in the Empire of Trebizond and the Doukid dynasty in the Despotate of Epirus. In 1248, Epirus recognized the Nicaean Emperors, who subsequently recaptured Constantinople in 1261. The Trapezuntine emperor formally submitted in Constantinople in 1281,[5] but frequently flouted convention by styling themselves emperor back in Trebizond thereafter.
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Ottoman rulers held several titles denoting their Imperial status. These included:[citation needed] Sultan, Khan, Sovereign of the Imperial House of Osman, Sultan of Sultans, Khan of Khans, Commander of the Faithful and Successor of the Prophet of the Lord of the Universe, Protector of the Holy Cities of Mecca, Medina and Jerusalem, Emperor of The Three Cities of Constantinople, Adrianopole and Bursa as well as many other cities and countries.[citation needed]
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After the Ottoman capture of Constantinople in 1453, the Ottoman sultans began to style themselves Kaysar-i Rum (Emperor of the Romans) as they asserted themselves to be the heirs to the Roman Empire by right of conquest. The title was of such importance to them that it led them to eliminate the various Byzantine successor states — and therefore rival claimants — over the next eight years. Though the term "emperor" was rarely used by Westerners of the Ottoman sultan, it was generally accepted by Westerners that he had imperial status.
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The Emperor of the Romans' title was a reflection of the translatio imperii (transfer of rule) principle that regarded the Holy Roman Emperors as the inheritors of the title of Emperor of the Western Roman Empire, despite the continued existence of the Roman Empire in the east, hence the problem of two emperors.
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From the time of Otto the Great onward, much of the former Carolingian kingdom of Eastern Francia became the Holy Roman Empire. The prince-electors elected one of their peers as King of the Romans and King of Italy before being crowned by the Pope. The Emperor could also pursue the election of his heir (usually a son) as King, who would then succeed him after his death. This junior King then bore the title of Roman King (King of the Romans). Although technically already ruling, after the election he would be crowned as emperor by the Pope. The last emperor to be crowned by the pope was Charles V; all emperors after him were technically emperors-elect, but were universally referred to as Emperor.
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The first Austrian Emperor was the last Holy Roman Emperor Francis II. In the face of aggressions by Napoleon, Francis feared for the future of the Holy Roman Empire. He wished to maintain his and his family's Imperial status in the event that the Holy Roman Empire should be dissolved, as it indeed was in 1806 when an Austrian-led army suffered a humiliating defeat at the Battle of Austerlitz. After which, the victorious Napoleon proceeded to dismantle the old Reich by severing a good portion from the empire and turning it into a separate Confederation of the Rhine. With the size of his imperial realm significantly reduced, Francis II, Holy Roman Emperor became Francis I, Emperor of Austria. The new imperial title may have sounded less prestigious than the old one, but Francis' dynasty continued to rule from Austria and a Habsburg monarch was still an emperor (Kaiser), and not just merely a king (König), in name.
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The title lasted just a little over one century until 1918, but it was never clear what territory constituted the "Empire of Austria". When Francis took the title in 1804, the Habsburg lands as a whole were dubbed the Kaisertum Österreich. Kaisertum might literally be translated as "emperordom" (on analogy with "kingdom") or "emperor-ship"; the term denotes specifically "the territory ruled by an emperor", and is thus somewhat more general than Reich, which in 1804 carried connotations of universal rule. Austria proper (as opposed to the complex of Habsburg lands as a whole) had been an Archduchy since the 15th century, and most of the other territories of the Empire had their own institutions and territorial history, although there were some attempts at centralization, especially during the reign of Marie Therese and her son Joseph II and then finalized in the early 19th century. When Hungary was given self-government in 1867, the non-Hungarian portions were called the Empire of Austria and were officially known as the "Kingdoms and Lands Represented in the Imperial Council (Reichsrat)". The title of Emperor of Austria and the associated Empire were both abolished at the end of the First World War in 1918, when German Austria became a republic and the other kingdoms and lands represented in the Imperial Council established their independence or adhesion to other states.
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Byzantium's close cultural and political interaction with its Balkan neighbors Bulgaria and Serbia, and with Russia (Kievan Rus', then Muscovy) led to the adoption of Byzantine imperial traditions in all of these countries.
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In 913, Simeon I of Bulgaria was crowned Emperor (Tsar) by the Patriarch of Constantinople and Imperial regent Nicholas Mystikos outside the Byzantine capital. In its final simplified form, the title read "Emperor and Autocrat of all Bulgarians and Romans" (Tsar i samodarzhets na vsichki balgari i gartsi in the modern vernacular). The Roman component in the Bulgarian imperial title indicated both rulership over Greek speakers and the derivation of the imperial tradition from the Romans, however this component was never recognised by the Byzantine court.
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Byzantine recognition of Simeon's imperial title was revoked by the succeeding Byzantine government. The decade 914–924 was spent in destructive warfare between Byzantium and Bulgaria over this and other matters of conflict. The Bulgarian monarch, who had further irritated his Byzantine counterpart by claiming the title "Emperor of the Romans" (basileus tōn Rōmaiōn), was eventually recognized, as "Emperor of the Bulgarians" (basileus tōn Boulgarōn) by the Byzantine Emperor Romanos I Lakapenos in 924. Byzantine recognition of the imperial dignity of the Bulgarian monarch and the patriarchal dignity of the Bulgarian patriarch was again confirmed at the conclusion of permanent peace and a Bulgarian-Byzantine dynastic marriage in 927. In the meantime, the Bulgarian imperial title may have been also confirmed by the pope. The Bulgarian imperial title "tsar" was adopted by all Bulgarian monarchs up to the fall of Bulgaria under Ottoman rule. 14th-century Bulgarian literary compositions clearly denote the Bulgarian capital (Tarnovo) as a successor of Rome and Constantinople, in effect, the "Third Rome".
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After Bulgaria obtained full independence from the Ottoman Empire in 1908, its monarch, who was previously styled Knyaz, [prince], took the traditional title of Tsar [king] and was recognized internationally as such.[by whom?]
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The kings of the Ancien Régime and the July Monarchy used the title Empereur de France in diplomatic correspondence and treaties with the Ottoman emperor from at least 1673 onwards. The Ottomans insisted on this elevated style while refusing to recognize the Holy Roman Emperors or the Russian tsars because of their rival claims of the Roman crown. In short, it was an indirect insult by the Ottomans to the HRE and the Russians. The French kings also used it for Morocco (1682) and Persia (1715).
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Napoleon Bonaparte, who was already First Consul of the French Republic (Premier Consul de la République française) for life, declared himself Emperor of the French (Empereur des Français) on 18 May 1804, thus creating the French Empire (Empire Français).
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Napoleon relinquished the title of Emperor of the French on 6 April and again on 11 April 1814.
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Napoleon's infant son, Napoleon II, was recognized by the Council of Peers, as Emperor from the moment of his father's abdication, and therefore reigned (as opposed to ruled) as Emperor for fifteen days, 22 June to 7 July 1815.
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Since 3 May 1814, the Sovereign Principality of Elba was created a miniature non-hereditary Monarchy under the exiled French Emperor Napoleon I. Napoleon I was allowed, by the treaty of Fontainebleau (27 April), to enjoy, for life, the imperial title. The islands were not restyled an empire.
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On 26 February 1815, Napoleon abandoned Elba for France, reviving the French Empire for a Hundred Days; the Allies declared an end to Napoleon's sovereignty over Elba on 25 March 1815, and on 31 March 1815 Elba was ceded to the restored Grand Duchy of Tuscany by the Congress of Vienna. After his final defeat, Napoleon was treated as a general by the British authorities during his second exile to Atlantic Isle of St. Helena. His title was a matter of dispute with the governor of St Helena, who insisted on addressing him as "General Bonaparte", despite the "historical reality that he had been an emperor" and therefore retained the title.[9][10][11]
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Napoleon I's nephew, Napoleon III, resurrected the title of emperor on 2 December 1852, after establishing the Second French Empire in a presidential coup, subsequently approved by a plebiscite. His reign was marked by large scale public works, the development of social policy, and the extension of France's influence throughout the world. During his reign, he also set about creating the Second Mexican Empire (headed by his choice of Maximilian I of Mexico, a member of the House of Habsburg), to regain France's hold in the Americas and to achieve greatness for the 'Latin' race.[12] Napoleon III was deposed on 4 September 1870, after France's defeat in the Franco-Prussian War. The Third Republic followed and after the death of his son Napoleon (IV), in 1879 during the Zulu War, the Bonapartist movement split, and the Third Republic was to last until 1940.
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The origin of the title Imperator totius Hispaniae (Latin for Emperor of All Spain[note 2]) is murky. It was associated with the Leonese monarchy perhaps as far back as Alfonso the Great (r. 866–910). The last two kings of its Astur-Leonese dynasty were called emperors in a contemporary source.
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King Sancho III of Navarre conquered Leon in 1034 and began using it. His son, Ferdinand I of Castile also took the title in 1039. Ferdinand's son, Alfonso VI of León and Castile took the title in 1077. It then passed to his son-in-law, Alfonso I of Aragon in 1109. His stepson and Alfonso VI's grandson, Alfonso VII was the only one who actually had an imperial coronation in 1135.
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The title was not exactly hereditary but self-proclaimed by those who had, wholly or partially, united the Christian northern part of the Iberian Peninsula, often at the expense of killing rival siblings. The popes and Holy Roman emperors protested at the usage of the imperial title as a usurpation of leadership in western Christendom. After Alfonso VII's death in 1157, the title was abandoned, and the kings who used it are not commonly mentioned as having been "emperors", in Spanish or other historiography.
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After the fall of the Byzantine Empire, the legitimate heir to the throne, Andreas Palaiologos, willed away his claim to Ferdinand and Isabella in 1503.
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After the independence and proclamation of the Empire of Brazil from the Kingdom of Portugal by Prince Pedro, who became Emperor, in 1822, his father, King John VI of Portugal briefly held the honorific style of Titular Emperor of Brazil and the treatment of His Imperial and Royal Majesty under the 1825 Treaty of Rio de Janeiro, by which Portugal recognized the independence of Brazil. The style of Titular Emperor was a life title, and became extinct upon the holder's demise. John VI held the imperial title for a few months only, from the ratification of the Treaty in November 1825 until his death in March 1826. During those months, however, as John's imperial title was purely honorific while his son, Pedro I, remained the sole monarch of the Brazilian Empire.
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In the late 3rd century, by the end of the epoch of the barracks emperors in Rome, there were two Britannic Emperors, reigning for about a decade. After the end of Roman rule in Britain, the Imperator Cunedda forged the Kingdom of Gwynedd in northern Wales, but all his successors were titled kings and princes.
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There was no consistent title for the king of England before 1066, and monarchs chose to style themselves as they pleased. Imperial titles were used inconsistently, beginning with Athelstan in 930 and ended with the Norman conquest of England. Empress Matilda (1102–1167) is the only English monarch commonly referred to as "emperor" or "empress", but she acquired her title through her marriage to Henry V, Holy Roman Emperor.
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During the rule of Henry VIII the Statute in Restraint of Appeals declared that 'this realm of England is an Empire...governed by one Supreme Head and King having the dignity and royal estate of the imperial Crown of the same'. This was in the context of the divorce of Catherine of Aragon and the English Reformation, to emphasize that England had never accepted the quasi-imperial claims of the papacy. Hence England and, by extension its modern successor state, the United Kingdom of Great Britain and Northern Ireland, is according to English law an Empire ruled by a King endowed with the imperial dignity. However, this has not led to the creation of the title of Emperor in England, nor in Great Britain, nor in the United Kingdom.
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In 1801, George III rejected the title of Emperor when offered. The only period when British monarchs held the title of Emperor in a dynastic succession started when the title Empress of India was created for Queen Victoria. The government led by Prime Minister Benjamin Disraeli, conferred the additional title upon her by an Act of Parliament, reputedly to assuage the monarch's irritation at being, as a mere Queen, notionally inferior to her own daughter (Princess Victoria, who was the wife of the reigning German Emperor); the Indian Imperial designation was also formally justified as the expression of Britain succeeding the former Mughal Emperor as suzerain over hundreds of princely states. The Indian Independence Act 1947 provided for the abolition of the use of the title "Emperor of India" by the British monarch, but this was not executed by King George VI until a royal proclamation on 22 June 1948. Despite this, George VI continued as king of India until 1950 and as king of Pakistan until his death in 1952.
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The last Empress of India was George VI's wife, Queen Elizabeth The Queen Mother.
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Under the guise of idealism giving way to realism, German nationalism rapidly shifted from its liberal and democratic character in 1848 to Prussian prime minister Otto von Bismarck's authoritarian Realpolitik. Bismarck wanted to unify the rival German states to achieve his aim of a conservative, Prussian-dominated Germany. Three wars led to military successes and helped to convince German people to do this: the Second war of Schleswig against Denmark in 1864, the Austro-Prussian War against Austria in 1866, and the Franco-Prussian War against the Second French Empire in 1870–71. During the Siege of Paris in 1871, the North German Confederation, supported by its allies from southern Germany, formed the German Empire with the proclamation of the Prussian king Wilhelm I as German Emperor in the Hall of Mirrors at the Palace of Versailles, to the humiliation of the French, who ceased to resist only days later.
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After his death he was succeeded by his son Frederick III who was only emperor for 99 days. In the same year his son Wilhelm II became the third emperor within a year. He was the last German emperor. After the empire's defeat in World War I the empire, called in German Reich, had a president as head of state instead of an emperor. The use of the word Reich was abandoned after the Second World War.
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In 1472, the niece of the last Byzantine emperor, Sophia Palaiologina, married Ivan III, grand prince of Moscow, who began championing the idea of Russia being the successor to the Byzantine Empire. This idea was represented more emphatically in the composition the monk Filofej addressed to their son Vasili III. After ending Muscovy's dependence on its Mongol overlords in 1480, Ivan III began the usage of the titles Tsar and Autocrat (samoderzhets). His insistence on recognition as such by the emperor of the Holy Roman Empire since 1489 resulted in the granting of this recognition in 1514 by Emperor Maximilian I to Vasili III. His son Ivan IV emphatically crowned himself Tsar of Russia on 16 January 1547. The word "Tsar" derives from Latin Caesar, but this title was used in Russia as equivalent to "King"; the error occurred when medieval Russian clerics referred to the biblical Jewish kings with the same title that was used to designate Roman and Byzantine rulers — "Caesar".
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On 31 October 1721, Peter I was proclaimed Emperor by the Senate. The title used was Latin "Imperator", which is a westernizing form equivalent to the traditional Slavic title "Tsar". He based his claim partially upon a letter discovered in 1717 written in 1514 from Maximilian I to Vasili III, in which the Holy Roman Emperor used the term in referring to Vasili.
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A formal address to the ruling Russian monarch adopted thereafter was 'Your Imperial Majesty'. The crown prince was addressed as 'Your Imperial Highness'.
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The title has not been used in Russia since the abdication of Emperor Nicholas II on 15 March 1917.
|
105 |
+
|
106 |
+
Imperial Russia produced four reigning Empresses, all in the eighteenth century.
|
107 |
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|
108 |
+
In 1345, the Serbian King Stefan Uroš IV Dušan proclaimed himself Emperor (Tsar) and was crowned as such at Skopje on Easter 1346 by the newly created Serbian Patriarch, and by the Patriarch of Bulgaria and the autocephalous Archbishop of Ohrid. His imperial title was recognized by Bulgaria and various other neighbors and trading partners but not by the Byzantine Empire. In its final simplified form, the Serbian imperial title read "Emperor of Serbs and Greeks" (цар Срба и Грка in modern Serbian). It was only employed by Stefan Uroš IV Dušan and his son Stefan Uroš V in Serbia (until his death in 1371), after which it became extinct. A half-brother of Dušan, Simeon Uroš, and then his son Jovan Uroš, claimed the same title, until the latter's abdication in 1373, while ruling as dynasts in Thessaly. The "Greek" component in the Serbian imperial title indicates both rulership over Greeks and the derivation of the imperial tradition from the Romans.
|
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|
110 |
+
The Aztec and Inca traditions are unrelated to one another. Both were conquered under the reign of King Charles I of Spain who was simultaneously emperor-elect of the Holy Roman Empire during the fall of the Aztecs and fully emperor during the fall of the Incas. Incidentally by being king of Spain, he was also Roman (Byzantine) emperor in pretence through Andreas Palaiologos. The translations of their titles were provided by the Spanish.
|
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|
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+
The only pre-Columbian North American rulers to be commonly called emperors were the Hueyi Tlatoani of the Aztec Empire (1375–1521). It was an elected monarchy chosen by the elite. In the Aztec Empire, there were three emperors: Those of Tenochtitlan, Tlacopan and Texcoco. The Emperors of Tenochtitlan and Texcoco were nominally equals, each receiving two-fifths of tribute from the vassal kingdoms, whereas the Emperor of Tlacopan was a junior member and only received one-fifth of the tribute, due to the fact that Tlacopan was a newcomer to the alliance. Despite the nominal equality, Tenochtitlan eventually assumed a de facto dominant role in the Empire, to the point that even the Emperors of Tlacopan and Texcoco would acknowledge Tenochtitlan's effective supremacy. Spanish conquistador Hernán Cortés slew Emperor Cuauhtémoc and installed puppet rulers who became vassals for Spain.
|
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|
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The only pre-Columbian South American rulers to be commonly called emperors were the Sapa Inca of the Inca Empire (1438–1533). Spanish conquistador Francisco Pizarro, conquered the Inca for Spain, killed Emperor Atahualpa, and installed puppets as well. Atahualpa may actually be considered a usurper as he had achieved power by killing his half-brother and he did not perform the required coronation with the imperial crown mascaipacha by the Huillaq Uma (high priest).
|
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|
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When Napoleon I ordered the invasion of Portugal in 1807 because it refused to join the Continental System, the Portuguese Braganzas moved their capital to Rio de Janeiro to avoid the fate of the Spanish Bourbons (Napoleon I arrested them and made his brother Joseph king). When the French general Jean-Andoche Junot arrived in Lisbon, the Portuguese fleet had already left with all the local elite.
|
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|
118 |
+
In 1808, under a British naval escort, the fleet arrived in Brazil. Later, in 1815, the Portuguese Prince Regent (since 1816 King João VI) proclaimed the United Kingdom of Portugal, Brazil and the Algarves, as a union of three kingdoms, lifting Brazil from its colonial status.
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+
|
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+
After the fall of Napoleon I and the Liberal revolution in Portugal, the Portuguese royal family returned to Europe (1821). Prince Pedro of Braganza (King João's older son) stayed in South America acting as regent of the local kingdom, but, two years later in 1822, he proclaimed himself Pedro I, first Emperor of Brazil. He did, however, recognize his father, João VI, as Titular Emperor of Brazil —a purely honorific title—until João VI's death in 1826.
|
121 |
+
|
122 |
+
The empire came to an end in 1889, with the overthrow of Emperor Pedro II (Pedro I's son and successor), when the Brazilian republic was proclaimed.
|
123 |
+
|
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Haiti was declared an empire by its ruler, Jean-Jacques Dessalines, who made himself Jacques I, on 20 May 1805. He was assassinated the next year. Haiti again became an empire from 1849 to 1859 under Faustin Soulouque.
|
125 |
+
|
126 |
+
In Mexico, the First Mexican Empire was the first of two empires created. After the declaration of independence on 15 September 1821, it was the intention of the Mexican parliament to establish a commonwealth whereby the King of Spain, Ferdinand VII, would also be Emperor of Mexico, but in which both countries were to be governed by separate laws and with their own legislative offices. Should the king refuse the position, the law provided for a member of the House of Bourbon to accede to the Mexican throne.
|
127 |
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|
128 |
+
Ferdinand VII, however, did not recognize the independence and said that Spain would not allow any other European prince to take the throne of Mexico. By request of Parliament, the president of the regency Agustín de Iturbide was proclaimed emperor of Mexico on 12 July 1822 as Agustín I. Agustín de Iturbide was the general who helped secure Mexican independence from Spanish rule, but was overthrown by the Plan of Casa Mata.
|
129 |
+
|
130 |
+
In 1863, the invading French, under Napoleon III (see above), in alliance with Mexican conservatives and nobility, helped create the Second Mexican Empire, and invited Archduke Maximilian, of the House of Habsburg-Lorraine, younger brother of the Austrian Emperor Franz Josef I, to become emperor Maximilian I of Mexico. The childless Maximilian and his consort Empress Carlota of Mexico, daughter of Leopold I of Belgium, adopted Agustín's grandsons Agustin and Salvador as his heirs to bolster his claim to the throne of Mexico. Maximilian and Carlota made Chapultepec Castle their home, which has been the only palace in North America to house sovereigns. After the withdrawal of French protection in 1867, Maximilian was captured and executed by the liberal forces of Benito Juárez.
|
131 |
+
|
132 |
+
This empire led to French influence in the Mexican culture and also immigration from France, Belgium, and Switzerland to Mexico.
|
133 |
+
|
134 |
+
In Persia, from the time of Darius the Great, Persian rulers used the title "King of Kings" (Shahanshah in Persian) since they had dominion over peoples from the borders of India to the borders of Greece and Egypt. Alexander probably crowned himself shahanshah after conquering Persia[citation needed], bringing the phrase basileus ton basileon to Greek. It is also known that Tigranes the Great, king of Armenia, was named as the king of kings when he made his empire after defeating the Parthians. Georgian title "mephet'mephe" has the same meaning.
|
135 |
+
|
136 |
+
The last shahanshah (Mohammad Reza Pahlavi) was ousted in 1979 following the Iranian Revolution. Shahanshah is usually translated as king of kings or simply king for ancient rulers of the Achaemenid, Arsacid, and Sassanid dynasties, and often shortened to shah for rulers since the Safavid dynasty in the 16th century. Iranian rulers were typically regarded in the West as emperors.
|
137 |
+
|
138 |
+
The Sanskrit word for emperor is Samrāj or Samraat or Chakravartin. This word has been used as an epithet of various Vedic deities, like Varuna, and has been attested in the Rig-Veda. Chakravarti refers to the king of kings. A Chakravarti is not only a sovereign ruler but also has feudatories.
|
139 |
+
|
140 |
+
Typically, in the later Vedic age, a Hindu high king (Maharaja) was only called Samraaṭ after performing the Vedic Rajasuya sacrifice, enabling him by religious tradition to claim superiority over the other kings and princes. Another word for emperor is sārvabhaumā. The title of Samraaṭ has been used by many rulers of the Indian subcontinent as claimed by the Hindu mythologies. In proper history, most historians call Chandragupta Maurya the first samraaṭ (emperor) of the Indian subcontinent, because of the huge empire he ruled. The most famous emperor was his grandson Ashoka the Great. Other dynasties that are considered imperial by historians are the Kushanas, Guptas, Vijayanagara, Kakatiya, Hoysala and the Cholas.
|
141 |
+
|
142 |
+
Rudhramadevi (1259–1289) was one of the most prominent rulers of the Kakatiya dynasty on the Deccan Plateau, being one of the few ruling queens (empress) in Indian history.
|
143 |
+
|
144 |
+
After India was invaded by the Mongol Khans and Turkic Muslims, the rulers of their major states on the subcontinent were titled Sultān or Badshah or Shahanshah. In this manner, the only empress-regnant ever to have actually sat on the throne of Delhi was Razia Sultan. The Mughal Emperors were the only Indian rulers for whom the term was consistently used by Western contemporaries. The emperors of the Maratha Empire were called Chhatrapati. From 1877 to 1947 the monarch of the United Kingdom adopted the additional title of Emperor/Empress of India (Kaisar-i-Hind).
|
145 |
+
|
146 |
+
From 1270 the Solomonic dynasty of Ethiopia used the title Nəgusä Nägäst, literally "King of Kings". The use of the king of kings style began a millennium earlier in this region, however, with the title being used by the Kings of Aksum, beginning with Sembrouthes in the 3rd century.
|
147 |
+
|
148 |
+
Another title used by this dynasty was Itegue Zetopia. Itegue translates as Empress, and was used by the only reigning Empress, Zauditu, along with the official title Negiste Negest ("Queen of Kings").
|
149 |
+
|
150 |
+
In 1936, the Italian king Victor Emmanuel III claimed the title of Emperor of Ethiopia after Ethiopia was occupied by Italy during the Second Italo-Abyssinian War. After the defeat of the Italians by the British and the Ethiopians in 1941, Haile Selassie was restored to the throne but Victor Emmanuel did not relinquish his claim to the title until 1943.[13]
|
151 |
+
|
152 |
+
In 1976, President Jean-Bédel Bokassa of the Central African Republic, proclaimed the country to be an autocratic Central African Empire, and made himself Emperor as Bokassa I. The expenses of his coronation ceremony actually bankrupted the country. He was overthrown three years later and the republic was restored.[14]
|
153 |
+
|
154 |
+
The rulers of China and (once Westerners became aware of the role) Japan were always accepted in the West as emperors, and referred to as such. The claims of other East Asian monarchies to the title may have been accepted for diplomatic purposes, but it was not necessarily used in more general contexts.
|
155 |
+
|
156 |
+
The East Asian tradition is different from the Roman tradition, having arisen separately. What links them together is the use of the Chinese logographs 皇 (huáng) and 帝 (dì) which together or individually are imperial. Because of the cultural influence of China, China's neighbors adopted these titles or had their native titles conform in hanzi. Anyone who spoke to the emperor was to address the emperor as bìxià (陛下, lit. the "Bottom of the Steps"), corresponding to "Imperial Majesty"; shèngshàng (聖上, lit. Holy Highness); or wànsuì (萬歲, lit. "You, of Ten Thousand Years").
|
157 |
+
|
158 |
+
In 221 BC, Ying Zheng, who was king of Qin at the time, proclaimed himself Shi Huangdi (始皇帝), which translates as "first emperor". Huangdi is composed of huang ("august one", 皇) and di ("sage-king", 帝), and referred to legendary/mythological sage-emperors living several millennia earlier, of which three were huang and five were di. Thus Zheng became Qin Shi Huang, abolishing the system where the huang/di titles were reserved to dead and/or mythological rulers. Since then, the title "king" became a lower ranked title, and later divided into two grades. Although not as popular, the title 王 wang (king or prince) was still used by many monarchs and dynasties in China up to the Taipings in the 19th century. 王 is pronounced vương in Vietnamese, ō in Japanese, and wang in Korean.
|
159 |
+
|
160 |
+
The imperial title continued in China until the Qing Dynasty was overthrown in 1912. The title was briefly revived from 12 December 1915 to 22 March 1916 by President Yuan Shikai and again in early July 1917 when General Zhang Xun attempted to restore last Qing emperor Puyi to the throne. Puyi retained the title and attributes of a foreign emperor, as a personal status, until 1924. After the Japanese occupied Manchuria in 1931, they proclaimed it to be the Empire of Manchukuo, and Puyi became emperor of Manchukuo. This empire ceased to exist when it was occupied by the Soviet Red Army in 1945.[15]
|
161 |
+
|
162 |
+
In general, an emperor would have one empress (Huanghou, 皇后) at one time, although posthumous entitlement to empress for a concubine was not uncommon. The earliest known usage of huanghou was in the Han Dynasty. The emperor would generally select the empress from his concubines. In subsequent dynasties, when the distinction between wife and concubine became more accentuated, the crown prince would have chosen an empress-designate before his reign. Imperial China produced only one reigning empress, Wu Zetian, and she used the same Chinese title as an emperor (Huangdi, 皇帝). Wu Zetian then reigned for about 15 years (690–705 AD).
|
163 |
+
|
164 |
+
The earliest Emperor recorded in Kojiki and Nihon Shoki is Emperor Jimmu, who is said to be a descendant of Amaterasu's grandson Ninigi who descended from Heaven (Tenson kōrin). If one believes what is written in Nihon Shoki, the Emperors have an unbroken direct male lineage that goes back more than 2,600 years.
|
165 |
+
|
166 |
+
In ancient Japan, the earliest titles for the sovereign were either ヤマト大王/大君 (yamato ōkimi, Grand King of Yamato), 倭王/倭国王 (waō/wakokuō, King of Wa, used externally), or 治天下大王 (amenoshita shiroshimesu ōkimi, Grand King who rules all under heaven, used internally).
|
167 |
+
|
168 |
+
In 607, Empress Suiko sent a diplomatic document to China, which she wrote "the emperor of the land of the rising sun (日出處天子) sends a document to the emperor of the land of the setting sun (日沒處天子)" and began to use the title emperor externally.[16] As early as the 7th century, the word 天皇 (which can be read either as sumera no mikoto, divine order, or as tennō, Heavenly Emperor, the latter being derived from a Tang Chinese term referring to the Pole star around which all other stars revolve) began to be used. The earliest use of this term is found on a wooden slat, or mokkan, unearthed in Asuka-mura, Nara Prefecture in 1998. The slat dated back to the reign of Emperor Tenmu and Empress Jitō.[17] The reading 'Tennō' has become the standard title for the Japanese sovereign up to the present age. The term 帝 (mikado, Emperor) is also found in literary sources.
|
169 |
+
|
170 |
+
In the Japanese language, the word tennō is restricted to Japan's own monarch; kōtei (皇帝) is used for foreign emperors. Historically, retired emperors often kept power over a child-emperor as de facto regent. For a long time, a shōgun (formally the imperial military dictator, but made hereditary) or an imperial regent wielded actual political power. In fact, through much of Japanese history, the emperor has been little more than a figurehead. The Meiji Restoration restored practical abilities and the political system under Emperor Meiji.[18] The last shogun Tokugawa Yoshinobu resigned in 1868.
|
171 |
+
|
172 |
+
After World War II, all claims of divinity were dropped (see Ningen-sengen). The Diet acquired all prerogative powers of the Crown, reverting the latter to a ceremonial role.[19] By the end of the 20th century, Japan was the only country with an emperor on the throne.
|
173 |
+
|
174 |
+
As of the early 21st century, Japan's succession law prohibits a female from ascending the throne. With the birth of a daughter as the first child of the then-Crown Prince Naruhito, Japan considered abandoning that rule. However, shortly after the announcement that Princess Kiko was pregnant with her third child, the proposal to alter the Imperial Household Law was suspended by then-Prime Minister Junichiro Koizumi. On 3 January 2007, as the child turned out to be a son, Prime Minister Shinzō Abe announced that he would drop the proposal.[20]
|
175 |
+
|
176 |
+
Emperor Naruhito is the 126th monarch according to Japan's traditional order of succession. The second and third in line of succession are Fumihito, Prince Akishino and Prince Hisahito. Historically, Japan has had eight reigning empresses who used the genderless title Tennō, rather than the female consort title kōgō (皇后) or chūgū (中宮). There is ongoing discussion of the Japanese Imperial succession controversy.
|
177 |
+
Although current Japanese law prohibits female succession, all Japanese emperors claim to trace their lineage to Amaterasu, the Sun Goddess of the Shintō religion. Thus, the Emperor is thought to be the highest authority of the Shinto religion, and one of his duties is to perform Shinto rituals for the people of Japan.
|
178 |
+
|
179 |
+
Some rulers of Goguryeo (37 BC–AD 668) used the title of Taewang (태왕; 太王), literally translated as "Greatest King". The title of Taewang was also used by some rulers of Silla (57 BC–AD 935), including Beopheung and Jinheung.
|
180 |
+
|
181 |
+
The rulers of Balhae (698–926) internally called themselves Seongwang (성왕; 聖王; lit. "Holy King").[21]
|
182 |
+
|
183 |
+
The rulers of Goryeo (918–1392) used the titles of emperor and Son of Heaven of the East of the Ocean (해동천자; 海東天子). Goryeo's imperial system ended in 1270 with capitulation to the Mongol Empire.[22]
|
184 |
+
|
185 |
+
In 1897, Gojong, the King of Joseon, proclaimed the founding of the Korean Empire (1897–1910), becoming the Emperor of Korea. He declared the era name of "Gwangmu" (광무; 光武), meaning "Bright and Martial". The Korean Empire lasted until 1910, when it was annexed by the Empire of Japan.
|
186 |
+
|
187 |
+
The title Khagan (khan of khans or grand khan) was held by Genghis Khan, founder of the Mongol Empire in 1206; he also formally took the Chinese title huangdi, as "Genghis Emperor" (成吉思皇帝; Chéngjísī Huángdì ). Only the Khagans from Genghis Khan to the fall of the Yuan dynasty in 1368 are normally referred to as Emperors in English.
|
188 |
+
|
189 |
+
Ngô Quyền, the first ruler of Đại Việt as an independent state, used the title Vương (王, King). However, after the death of Ngô Quyền, the country immersed in a civil war known as Anarchy of the 12 Warlords that lasted for over 20 years. In the end, Đinh Bộ Lĩnh unified the country after defeating all the warlords and became the first ruler of Đại Việt to use the title Hoàng Đế (皇帝, Emperor) in 968. Succeeding rulers in Vietnam then continued to use this Emperor title until 1806 when this title was stopped being used for a century.[citation needed]
|
190 |
+
|
191 |
+
Đinh Bộ Lĩnh was not the first to claim the title of Đế (帝, Emperor). Before him, Lý Bí and Mai Thúc Loan also claimed this title. However, their rules were short-lived.[citation needed]
|
192 |
+
|
193 |
+
The Vietnamese emperors also gave this title to their ancestors who were lords or influential figures in the previous dynasty, as did the Chinese emperors. This practice was one of the many indications that Vietnam considered itself an equal to China which remained intact up to the twentieth century.[23]
|
194 |
+
|
195 |
+
In 1802 the newly established Nguyễn dynasty requested canonization from the Chinese Jiaqing Emperor and received the title Quốc Vương (國王, King of a State) and the name of the country as An Nam (安南) instead Đại Việt (大越). To avoid unnecessary armed conflicts, the Vietnamese rulers accepted this in diplomatic relation and used the title Emperor only domestically. However, Vietnamese rulers never accepted the vassalage relationship with China and always refused to come to Chinese courts to pay homage to Chinese rulers (a sign of vassalage acceptance). China waged a number of wars against Vietnam throughout history, and after each failure, settled for the tributary relationship. The Yuan dynasty under Kublai Khan waged three wars against Vietnam to force it into a vassalage relationship but after successive failures, Kublai Khan's successor, Temür Khan, finally settled for a tributary relationship with Vietnam. Vietnam sent tributary missions to China once in three years (with some periods of disruptions) until the 19th century, Sino-French War France replaced China in control of northern Vietnam.[citation needed]
|
196 |
+
|
197 |
+
The emperors of the last dynasty of Vietnam continued to hold this title until the French conquered Vietnam. The emperor, however, was then a puppet figure only and could easily be disposed of by the French for more pro-France figure. Japan took Vietnam from France and the Axis-occupied Vietnam was declared an empire by the Japanese in March 1945. The line of emperors came to an end with Bảo Đại, who was deposed after the war, although he later served as head of state of South Vietnam from 1949-55.[citation needed]
|
198 |
+
|
199 |
+
The lone holders of the imperial title in Oceania were the heads of the semi-mythical Tuʻi Tonga Empire.
|
200 |
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|
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There have been many fictional emperors in movies and books. To see a list of these emperors, see Category of fictional emperors and empresses.
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1 |
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2 |
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|
3 |
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A tax is a compulsory financial charge or some other type of levy imposed upon a taxpayer (an individual or legal entity) by a governmental organization in order to fund government spending and various public expenditures.[2] A failure to pay, along with evasion of or resistance to taxation, is punishable by law. Taxes consist of direct or indirect taxes and may be paid in money or as its labour equivalent. The first known taxation took place in Ancient Egypt around 3000–2800 BC.
|
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|
5 |
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Most countries have a tax system in place to pay for public, common or agreed national needs and government functions. Some levy a flat percentage rate of taxation on personal annual income, but most scale taxes based on annual income amounts. Most countries charge a tax on an individual's income as well as on corporate income. Countries or subunits often also impose wealth taxes, inheritance taxes, estate taxes, gift taxes, property taxes, sales taxes, payroll taxes or tariffs.
|
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|
7 |
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In economic terms, taxation transfers wealth from households or businesses to the government. This has effects which can both increase and reduce economic growth and economic welfare. Consequently, taxation is a highly debated topic.
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The legal definition, and the economic definition of taxes differ in some ways such as economists do not regard many transfers to governments as taxes. For example, some transfers to the public sector are comparable to prices. Examples include, tuition at public universities, and fees for utilities provided by local governments. Governments also obtain resources by "creating" money and coins (for example, by printing bills and by minting coins), through voluntary gifts (for example, contributions to public universities and museums), by imposing penalties (such as traffic fines), by borrowing, and also by confiscating wealth. From the view of economists, a tax is a non-penal, yet compulsory transfer of resources from the private to the public sector, levied on a basis of predetermined criteria and without reference to specific benefit received.
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In modern taxation systems, governments levy taxes in money; but in-kind and corvée taxation are characteristic of traditional or pre-capitalist states and their functional equivalents. The method of taxation and the government expenditure of taxes raised is often highly debated in politics and economics. Tax collection is performed by a government agency such as the Ghana Revenue Authority, Canada Revenue Agency, the Internal Revenue Service (IRS) in the United States, Her Majesty's Revenue and Customs (HMRC) in the United Kingdom or Federal Tax Service in Russia. When taxes are not fully paid, the state may impose civil penalties (such as fines or forfeiture) or criminal penalties (such as incarceration) on the non-paying entity or individual.[3]
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The levying of taxes aims to raise revenue to fund governing or to alter prices in order to affect demand. States and their functional equivalents throughout history have used money provided by taxation to carry out many functions. Some of these include expenditures on economic infrastructure (roads, public transportation, sanitation, legal systems, public safety, education, health-care systems), military, scientific research, culture and the arts, public works, distribution, data collection and dissemination, public insurance, and the operation of government itself. A government's ability to raise taxes is called its fiscal capacity.
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When expenditures exceed tax revenue, a government accumulates debt. A portion of taxes may be used to service past debts. Governments also use taxes to fund welfare and public services. These services can include education systems, pensions for the elderly, unemployment benefits, and public transportation. Energy, water and waste management systems are also common public utilities.
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According to the proponents of the chartalist theory of money creation, taxes are not needed for government revenue, as long as the government in question is able to issue fiat money. According to this view, the purpose of taxation is to maintain the stability of the currency, express public policy regarding the distribution of wealth, subsidizing certain industries or population groups or isolating the costs of certain benefits, such as highways or social security.[4]
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Effects can be divided in two fundamental categories:
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If we consider, for instance, two normal goods, x and y, whose prices are respectively px and py and an individual budget constraint given by the equation xpx + ypy = Y, where Y is the income, the slope of the budget constraint, in a graph where is represented good x on the vertical axis and good y on the horizontal axes, is equal to -py/px . The initial equilibrium is in the point (C), in which budget constraint and indifference curve are tangent, introducing an ad valorem tax on the y good (budget constraint: pxx + py(1 + τ)y = Y) , the budget constraint's slope becomes equal to -py(1 + τ)/px. The new equilibrium is now in the tangent point (A) with a lower indifferent curve.
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As can be noticed the tax's introduction causes two consequences:
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The income effect shows the variation of y good quantity given by the change of real income.The substitution effect shows the variation of y good determined by relative prices' variation. This kind of taxation (that causes substitution effect) can be considered distortionary.
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Another example can be the introduction of an income lump-sum tax (xpx + ypy = Y - T), with a parallel shift downward of the budget constraint, can be produced a higher revenue with the same loss of consumers' utility compared with the property tax case, from another point of view, the same revenue can be produced with a lower utility sacrifice. The lower utility (with the same revenue) or the lower revenue (with the same utility) given by a distortionary tax are called excess pressure. The same result, reached with an income lump-sum tax, can be obtained with these following types of taxes (all of them cause only a budget constraint's shift without causing a substitution effect), the budget constraint's slope remains the same (-px/py):
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When the t and τ rates are chosen respecting this equation (where t is the rate of income tax and tau is the consumption tax's rate):
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1
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1
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τ
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=
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1
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−
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t
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⇒
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t
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=
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τ
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1
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τ
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{\displaystyle {\frac {1}{1+\tau }}=1-t\Rightarrow t={\frac {\tau }{1+\tau }}}
|
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|
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the effects of the two taxes are the same.
|
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A tax effectively changes relative prices of products. Therefore, most[quantify] economists, especially neoclassical economists, argue that taxation creates market distortion and results in economic inefficiency unless there are (positive or negative) externalities associated with the activities that are taxed that need to be internalized to reach an efficient market outcome. They have therefore sought to identify the kind of tax system that would minimize this distortion.
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Recent[when?] scholarship suggests that in the United States of America, the federal government effectively taxes investments in higher education more heavily than it subsidizes higher education, thereby contributing to a shortage of skilled workers and unusually high differences in pre-tax earnings between highly educated and less-educated workers.[citation needed]
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Taxes can even have effects on labour supply: we can consider a model in which the consumer chooses the number of hours spent working and the amount spent on consumption. Let us suppose that only one good exists and no income is saved.
|
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Consumers have a given number of hours (H) that is divided between work (L) and free time (F = H - L). The hourly wage is called w and it tells us the free time's opportunity cost, i.e. the income to which the individual renounces consuming an additional hour of free time. Consumption and hours of work have a positive relationship, more hours of work mean more earnings and, assuming that workers don't save money, more earnings imply an increase in consumption (Y = C = wL). Free time and consumption can be considered as two normal goods (workers have to decide between working one hour more, that would mean consuming more, or having one more hour of free time) and the budget constraint is negative inclined (Y = w(H - F)). The indifference curve related to these two goods has a negative slope and free time becomes more and more important with high levels of consumption. It's because a high level of consumption means that people are already spending many hours working, so, in this situation, they need more free time than consume and it implies that they have to be paid with a higher salary to work an additional hour. A proportional income tax, changing budget constraint's slope (now Y = w(1 - t)(H - F)), implies both substitution and income effects. The problem now is that the two effects go in opposite ways: income effect tells us that, with an income tax, the consumer feels poorer and for this reason he wants to work more, causing an increase in labour offer. On the other hand, substitution effect tells us that free time, being a normal good, is now more convenient compared to consume and it implies a decrease in labour offer. Therefore, the total effect can be both an increase or a decrease of labour offer, depending on indifference curve's shape.
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The Laffer curve depicts the amount of government revenue as a function of the rate of taxation. It shows that for a tax rate above a certain critical rate, government revenue starts decreasing as the tax rate rises, as a consequence of a decline in labour supply. This theory supports that, if the tax rate is above that critical point, a decrease in the tax rate should imply a rise in labour supply that in turn would lead to an increase in government revenue.
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Governments use different kinds of taxes and vary the tax rates. They do this in order to distribute the tax burden among individuals or classes of the population involved in taxable activities, such as the business sector, or to redistribute resources between individuals or classes in the population. Historically,[when?] taxes on the poor supported the nobility; modern social-security systems aim to support the poor, the disabled, or the retired by taxes on those who are still working. In addition, taxes are applied to fund foreign aid and military ventures, to influence the macroeconomic performance of the economy (a government's strategy for doing this is called its fiscal policy; see also tax exemption), or to modify patterns of consumption or employment within an economy, by making some classes of transaction more or less attractive.
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A state's tax system often[quantify] reflects its communal values and the values of those in current political power. To create a system of taxation, a state must make choices regarding the distribution of the tax burden—who will pay taxes and how much they will pay—and how the taxes collected will be spent. In democratic nations where the public elects those in charge of establishing or administering the tax system, these choices reflect the type of community that the public wishes to create. In countries where the public does not have a significant amount of influence over the system of taxation, that system may reflect more closely the values of those in power.
|
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All large businesses incur administrative costs in the process of delivering revenue collected from customers to the suppliers of the goods or services being purchased. Taxation is no different; the resource collected from the public through taxation is always greater than the amount which can be used by the government.[citation needed] The difference is called the compliance cost and includes (for example) the labour cost and other expenses incurred in complying with tax laws and rules. The collection of a tax in order to spend it on a specified purpose, for example collecting a tax on alcohol to pay directly for alcoholism-rehabilitation centres, is called hypothecation. Finance ministers often dislike this practice, since it reduces their freedom of action. Some economic theorists regard hypothecation as intellectually dishonest since, in reality, money is fungible. Furthermore, it often happens that taxes or excises initially levied to fund some specific government programs are then later diverted to the government general fund. In some cases, such taxes are collected in fundamentally inefficient ways, for example, though highway tolls.[citation needed]
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Since governments also resolve commercial disputes, especially in countries with common law, similar arguments are sometimes used to justify a sales tax or value added tax. Some (libertarians, for example) portray most or all forms of taxes as immoral due to their involuntary (and therefore eventually coercive or violent) nature. The most extreme anti-tax view, anarcho-capitalism, holds that all social services should be voluntarily bought by the people using them.
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The Organisation for Economic Co-operation and Development (OECD) publishes an analysis of the tax systems of member countries. As part of such analysis, OECD has developed a definition and system of classification of internal taxes,[6] generally followed below. In addition, many countries impose taxes (tariffs) on the import of goods.
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Many jurisdictions tax the income of individuals and of business entities, including corporations. Generally, the authorities impose tax on net profits from a business, on net gains, and on other income. Computation of income subject to tax may be determined[by whom?] under accounting principles used in the jurisdiction, which tax-law principles in the jurisdiction may modify or replace. The incidence of taxation varies by system, and some systems may be viewed[by whom?] as progressive or regressive. Rates of tax may vary or be constant (flat) by income level. Many systems allow individuals certain personal allowances and other non-business reductions to taxable income, although business deductions tend to be favored[by whom?] over personal deductions.
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Tax-collection agencies often collect personal income tax on a pay-as-you-earn basis, with corrections made after the end of the tax year. These corrections take one of two forms:
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Income-tax systems often make deductions available that reduce the total tax-liability by reducing total taxable income. They may allow losses from one type of income to count against another - for example, a loss on the stock market may be deducted against taxes paid on wages. Other tax systems may isolate the loss, such that business losses can only be deducted against business income tax by carrying forward the loss to later tax years.
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In economics, a negative income tax (abbreviated NIT) is a progressive income tax system where people earning below a certain amount receive supplemental payment from the government instead of paying taxes to the government.
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Most jurisdictions imposing an income tax treat capital gains as part of income subject to tax. Capital gain is generally a gain on sale of capital assets—that is, those assets not held for sale in the ordinary course of business. Capital assets include personal assets in many jurisdictions. Some jurisdictions provide preferential rates of tax or only partial taxation for capital gains. Some jurisdictions impose different rates or levels of capital-gains taxation based on the length of time the asset was held. Because tax rates are often much lower for capital gains than for ordinary income, there is widespread controversy and dispute about the proper definition of capital.
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Corporate tax refers to income tax, capital tax, net-worth tax or other taxes imposed on corporations. Rates of tax and the taxable base for corporations may differ from those for individuals or for other taxable persons.
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Many countries provide publicly funded retirement or health-care systems.[7] In connection with these systems, the country typically requires employers and/or employees to make compulsory payments.[8] These payments are often computed by reference to wages or earnings from self-employment. Tax rates are generally fixed, but a different rate may be imposed on employers than on employees.[9] Some systems provide an upper limit on earnings subject to the tax. A few systems provide that the tax is payable only on wages above a particular amount. Such upper or lower limits may apply for retirement but not for health-care components of the tax. Some[who?] have argued that such taxes on wages are a form of "forced savings" and not really a tax, while others point to redistribution through such systems between generations (from newer cohorts to older cohorts) and across income levels (from higher income-levels to lower income-levels) which suggests that such programs are really tax and spending programs.
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Unemployment and similar taxes are often imposed on employers based on total payroll. These taxes may be imposed in both the country and sub-country levels.[10]
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A wealth tax is a levy on the total value of personal assets, including: bank deposits, real estate, assets in insurance and pension plans, ownership of unincorporated businesses, financial securities, and personal trusts.[11] Typically liabilities (primarily mortgages and other loans) are deducted, hence it is sometimes called a net wealth tax.
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Recurrent property taxes may be imposed on immovable property (real property) and on some classes of movable property. In addition, recurrent taxes may be imposed on the net wealth of individuals or corporations.[12] Many jurisdictions impose estate tax, gift tax or other inheritance taxes on property at death or at the time of gift transfer. Some jurisdictions impose taxes on financial or capital transactions.
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A property tax (or millage tax) is an ad valorem tax levy on the value of property that the owner of the property is required to pay to a government in which the property is situated. Multiple jurisdictions may tax the same property. There are three general varieties of property: land, improvements to land (immovable man-made things, e.g. buildings) and personal property (movable things). Real estate or realty is the combination of land and improvements to land.
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Property taxes are usually charged on a recurrent basis (e.g., yearly). A common type of property tax is an annual charge on the ownership of real estate, where the tax base is the estimated value of the property. For a period of over 150 years from 1695 the government of England levied a window tax, with the result that one can still see listed buildings with windows bricked up in order to save their owners money. A similar tax on hearths existed in France and elsewhere, with similar results. The two most common types of event-driven property taxes are stamp duty, charged upon change of ownership, and inheritance tax, which many countries impose on the estates of the deceased.
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In contrast with a tax on real estate (land and buildings), a land-value tax (or LVT) is levied only on the unimproved value of the land ("land" in this instance may mean either the economic term, i.e., all natural resources, or the natural resources associated with specific areas of the Earth's surface: "lots" or "land parcels"). Proponents of land-value tax argue that it is economically justified, as it will not deter production, distort market mechanisms or otherwise create deadweight losses the way other taxes do.[13]
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When real estate is held by a higher government unit or some other entity not subject to taxation by the local government, the taxing authority may receive a payment in lieu of taxes to compensate it for some or all of the foregone tax revenues.
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In many jurisdictions (including many American states), there is a general tax levied periodically on residents who own personal property (personalty) within the jurisdiction. Vehicle and boat registration fees are subsets of this kind of tax. The tax is often designed with blanket coverage and large exceptions for things like food and clothing. Household goods are often exempt when kept or used within the household.[14] Any otherwise non-exempt object can lose its exemption if regularly kept outside the household.[14] Thus, tax collectors often monitor newspaper articles for stories about wealthy people who have lent art to museums for public display, because the artworks have then become subject to personal property tax.[14] If an artwork had to be sent to another state for some touch-ups, it may have become subject to personal property tax in that state as well.[14]
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Inheritance tax, estate tax, and death tax or duty are the names given to various taxes which arise on the death of an individual. In United States tax law, there is a distinction between an estate tax and an inheritance tax: the former taxes the personal representatives of the deceased, while the latter taxes the beneficiaries of the estate. However, this distinction does not apply in other jurisdictions; for example, if using this terminology UK inheritance tax would be an estate tax.
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An expatriation tax is a tax on individuals who renounce their citizenship or residence. The tax is often imposed based on a deemed disposition of all the individual's property. One example is the United States under the American Jobs Creation Act, where any individual who has a net worth of $2 million or an average income-tax liability of $127,000 who renounces his or her citizenship and leaves the country is automatically assumed to have done so for tax avoidance reasons and is subject to a higher tax rate.[15]
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Historically, in many countries, a contract needs to have a stamp affixed to make it valid. The charge for the stamp is either a fixed amount or a percentage of the value of the transaction. In most countries, the stamp has been abolished but stamp duty remains. Stamp duty is levied in the UK on the purchase of shares and securities, the issue of bearer instruments, and certain partnership transactions. Its modern derivatives, stamp duty reserve tax and stamp duty land tax, are respectively charged on transactions involving securities and land. Stamp duty has the effect of discouraging speculative purchases of assets by decreasing liquidity. In the United States, transfer tax is often charged by the state or local government and (in the case of real property transfers) can be tied to the recording of the deed or other transfer documents.
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Some countries' governments will require declaration of the tax payers' balance sheet (assets and liabilities), and from that exact a tax on net worth (assets minus liabilities), as a percentage of the net worth, or a percentage of the net worth exceeding a certain level. The tax may be levied on "natural" or "legal persons."
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A value added tax (VAT), also known as Goods and Services Tax (G.S.T), Single Business Tax, or Turnover Tax in some countries, applies the equivalent of a sales tax to every operation that creates value. To give an example, sheet steel is imported by a machine manufacturer. That manufacturer will pay the VAT on the purchase price, remitting that amount to the government. The manufacturer will then transform the steel into a machine, selling the machine for a higher price to a wholesale distributor. The manufacturer will collect the VAT on the higher price, but will remit to the government only the excess related to the "value added" (the price over the cost of the sheet steel). The wholesale distributor will then continue the process, charging the retail distributor the VAT on the entire price to the retailer, but remitting only the amount related to the distribution mark-up to the government. The last VAT amount is paid by the eventual retail customer who cannot recover any of the previously paid VAT. For a VAT and sales tax of identical rates, the total tax paid is the same, but it is paid at differing points in the process.
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VAT is usually administrated by requiring the company to complete a VAT return, giving details of VAT it has been charged (referred to as input tax) and VAT it has charged to others (referred to as output tax). The difference between output tax and input tax is payable to the Local Tax Authority.
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Many tax authorities have introduced automated VAT which has increased accountability and auditability, by utilizing computer-systems, thereby also enabling anti-cybercrime offices as well.[citation needed]
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Sales taxes are levied when a commodity is sold to its final consumer. Retail organizations contend that such taxes discourage retail sales. The question of whether they are generally progressive or regressive is a subject of much current debate. People with higher incomes spend a lower proportion of them, so a flat-rate sales tax will tend to be regressive. It is therefore common to exempt food, utilities and other necessities from sales taxes, since poor people spend a higher proportion of their incomes on these commodities, so such exemptions make the tax more progressive. This is the classic "You pay for what you spend" tax, as only those who spend money on non-exempt (i.e. luxury) items pay the tax.
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A small number of U.S. states rely entirely on sales taxes for state revenue, as those states do not levy a state income tax. Such states tend to have a moderate to large amount of tourism or inter-state travel that occurs within their borders, allowing the state to benefit from taxes from people the state would otherwise not tax. In this way, the state is able to reduce the tax burden on its citizens. The U.S. states that do not levy a state income tax are Alaska, Tennessee, Florida, Nevada, South Dakota, Texas,[16] Washington state, and Wyoming. Additionally, New Hampshire and Tennessee levy state income taxes only on dividends and interest income. Of the above states, only Alaska and New Hampshire do not levy a state sales tax. Additional information can be obtained at the Federation of Tax Administrators website.
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In the United States, there is a growing movement[17] for the replacement of all federal payroll and income taxes (both corporate and personal) with a national retail sales tax and monthly tax rebate to households of citizens and legal resident aliens. The tax proposal is named FairTax. In Canada, the federal sales tax is called the Goods and Services tax (GST) and now stands at 5%. The provinces of British Columbia, Saskatchewan, Manitoba, and Prince Edward Island also have a provincial sales tax [PST]. The provinces of Nova Scotia, New Brunswick, Newfoundland & Labrador, and Ontario have harmonized their provincial sales taxes with the GST—Harmonized Sales Tax [HST], and thus is a full VAT. The province of Quebec collects the Quebec Sales Tax [QST] which is based on the GST with certain differences. Most businesses can claim back the GST, HST and QST they pay, and so effectively it is the final consumer who pays the tax.
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An excise duty is an indirect tax imposed upon goods during the process of their manufacture, production or distribution, and is usually proportionate to their quantity or value. Excise duties were first introduced into England in the year 1643, as part of a scheme of revenue and taxation devised by parliamentarian John Pym and approved by the Long Parliament. These duties consisted of charges on beer, ale, cider, cherry wine and tobacco, to which list were afterwards added paper, soap, candles, malt, hops, and sweets. The basic principle of excise duties was that they were taxes on the production, manufacture or distribution of articles which could not be taxed through the customs house, and revenue derived from that source is called excise revenue proper. The fundamental conception of the term is that of a tax on articles produced or manufactured in a country. In the taxation of such articles of luxury as spirits, beer, tobacco, and cigars, it has been the practice to place a certain duty on the importation of these articles (a customs duty).[18]
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Excises (or exemptions from them) are also used to modify consumption patterns of a certain area (social engineering). For example, a high excise is used to discourage alcohol consumption, relative to other goods. This may be combined with hypothecation if the proceeds are then used to pay for the costs of treating illness caused by alcohol abuse. Similar taxes may exist on tobacco, pornography, etc., and they may be collectively referred to as "sin taxes". A carbon tax is a tax on the consumption of carbon-based non-renewable fuels, such as petrol, diesel-fuel, jet fuels, and natural gas. The object is to reduce the release of carbon into the atmosphere. In the United Kingdom, vehicle excise duty is an annual tax on vehicle ownership.
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An import or export tariff (also called customs duty or impost) is a charge for the movement of goods through a political border. Tariffs discourage trade, and they may be used by governments to protect domestic industries. A proportion of tariff revenues is often hypothecated to pay government to maintain a navy or border police. The classic ways of cheating a tariff are smuggling or declaring a false value of goods. Tax, tariff and trade rules in modern times are usually set together because of their common impact on industrial policy, investment policy, and agricultural policy. A trade bloc is a group of allied countries agreeing to minimize or eliminate tariffs against trade with each other, and possibly to impose protective tariffs on imports from outside the bloc. A customs union has a common external tariff, and the participating countries share the revenues from tariffs on goods entering the customs union.
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In some societies, tariffs also could be imposed by local authorities on the movement of goods between regions (or via specific internal gateways). A notable example is the likin, which became an important revenue source for local governments in the late Qing China.
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Occupational taxes or license fees may be imposed on businesses or individuals engaged in certain businesses. Many jurisdictions impose a tax on vehicles.
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A poll tax, also called a per capita tax, or capitation tax, is a tax that levies a set amount per individual. It is an example of the concept of fixed tax. One of the earliest taxes mentioned in the Bible of a half-shekel per annum from each adult Jew (Ex. 30:11–16) was a form of poll tax. Poll taxes are administratively cheap because they are easy to compute and collect and difficult to cheat. Economists have considered poll taxes economically efficient because people are presumed to be in fixed supply and poll taxes therefore do not lead to economic distortions. However, poll taxes are very unpopular because poorer people pay a higher proportion of their income than richer people. In addition, the supply of people is in fact not fixed over time: on average, couples will choose to have fewer children if a poll tax is imposed.[19][failed verification] The introduction of a poll tax in medieval England was the primary cause of the 1381 Peasants' Revolt. Scotland was the first to be used to test the new poll tax in 1989 with England and Wales in 1990. The change from a progressive local taxation based on property values to a single-rate form of taxation regardless of ability to pay (the Community Charge, but more popularly referred to as the Poll Tax), led to widespread refusal to pay and to incidents of civil unrest, known colloquially as the 'Poll Tax Riots'.
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Some types of taxes have been proposed but not actually adopted in any major jurisdiction. These include:
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An ad valorem tax is one where the tax base is the value of a good, service, or property. Sales taxes, tariffs, property taxes, inheritance taxes, and value added taxes are different types of ad valorem tax. An ad valorem tax is typically imposed at the time of a transaction (sales tax or value added tax (VAT)) but it may be imposed on an annual basis (property tax) or in connection with another significant event (inheritance tax or tariffs).
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In contrast to ad valorem taxation is a per unit tax, where the tax base is the quantity of something, regardless of its price. An excise tax is an example.
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Consumption tax refers to any tax on non-investment spending, and can be implemented by means of a sales tax, consumer value added tax, or by modifying an income tax to allow for unlimited deductions for investment or savings.
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This includes natural resources consumption tax, greenhouse gas tax (Carbon tax), "sulfuric tax", and others. The stated purpose is to reduce the environmental impact by repricing. Economists describe environmental impacts as negative externalities. As early as 1920, Arthur Pigou suggested a tax to deal with externalities (see also the section on Increased economic welfare below). The proper implementation of environmental taxes has been the subject of a long lasting debate.
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An important feature of tax systems is the percentage of the tax burden as it relates to income or consumption. The terms progressive, regressive, and proportional are used to describe the way the rate progresses from low to high, from high to low, or proportionally. The terms describe a distribution effect, which can be applied to any type of tax system (income or consumption) that meets the definition.
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The terms can also be used to apply meaning to the taxation of select consumption, such as a tax on luxury goods and the exemption of basic necessities may be described as having progressive effects as it increases a tax burden on high end consumption and decreases a tax burden on low end consumption.[20][21][22]
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Taxes are sometimes referred to as "direct taxes" or "indirect taxes". The meaning of these terms can vary in different contexts, which can sometimes lead to confusion. An economic definition, by Atkinson, states that "...direct taxes may be adjusted to the individual characteristics of the taxpayer, whereas indirect taxes are levied on transactions irrespective of the circumstances of buyer or seller."[23] According to this definition, for example, income tax is "direct", and sales tax is "indirect".
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In law, the terms may have different meanings. In U.S. constitutional law, for instance, direct taxes refer to poll taxes and property taxes, which are based on simple existence or ownership. Indirect taxes are imposed on events, rights, privileges, and activities.[24] Thus, a tax on the sale of property would be considered an indirect tax, whereas the tax on simply owning the property itself would be a direct tax.
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Governments may charge user fees, tolls, or other types of assessments in exchange of particular goods, services, or use of property. These are generally not considered taxes, as long as they are levied as payment for a direct benefit to the individual paying.[25] Such fees include:
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Some scholars refer to certain economic effects as taxes, though they are not levies imposed by governments. These include:
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The first known system of taxation was in Ancient Egypt around 3000–2800 BC in the First Dynasty of Egypt of the Old Kingdom of Egypt.[28] The earliest and most widespread form of taxation was the corvée and tithe. The corvée was forced labour provided to the state by peasants too poor to pay other forms of taxation (labour in ancient Egyptian is a synonym for taxes).[29] Records from the time document that the Pharaoh would conduct a biennial tour of the kingdom, collecting tithes from the people. Other records are granary receipts on limestone flakes and papyrus.[30] Early taxation is also described in the Bible. In Genesis (chapter 47, verse 24 – the New International Version), it states "But when the crop comes in, give a fifth of it to Pharaoh. The other four-fifths you may keep as seed for the fields and as food for yourselves and your households and your children". Joseph was telling the people of Egypt how to divide their crop, providing a portion to the Pharaoh. A share (20%) of the crop was the tax (in this case, a special rather than an ordinary tax, as it was gathered against an expected famine) The stock made by was returned and equally shared with the people of Egypt and traded with the surrounding nations thus saving and elevating Egypt.[31] Samgharitr is the name mentioned for the Tax collector in the Vedic texts[32]
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In the Persian Empire, a regulated and sustainable tax system was introduced by Darius I the Great in 500 BC;[33] the Persian system of taxation was tailored to each Satrapy (the area ruled by a Satrap or provincial governor). At differing times, there were between 20 and 30 Satrapies in the Empire and each was assessed according to its supposed productivity. It was the responsibility of the Satrap to collect the due amount and to send it to the treasury, after deducting his expenses (the expenses and the power of deciding precisely how and from whom to raise the money in the province, offer maximum opportunity for rich pickings). The quantities demanded from the various provinces gave a vivid picture of their economic potential. For instance, Babylon was assessed for the highest amount and for a startling mixture of commodities; 1,000 silver talents and four months supply of food for the army. India, a province fabled for its gold, was to supply gold dust equal in value to the very large amount of 4,680 silver talents. Egypt was known for the wealth of its crops; it was to be the granary of the Persian Empire (and, later, of the Roman Empire) and was required to provide 120,000 measures of grain in addition to 700 talents of silver.[34] This tax was exclusively levied on Satrapies based on their lands, productive capacity and tribute levels.[35]
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The Rosetta Stone, a tax concession issued by Ptolemy V in 196 BC and written in three languages "led to the most famous decipherment in history—the cracking of hieroglyphics".[36]
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Islamic rulers imposed Zakat (a tax on Muslims) and Jizya (a poll tax on conquered non-Muslims). In India this practice began in the 11th century.
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Numerous records of government tax collection in Europe since at least the 17th century are still available today. But taxation levels are hard to compare to the size and flow of the economy since production numbers are not as readily available. Government expenditures and revenue in France during the 17th century went from about 24.30 million livres in 1600–10 to about 126.86 million livres in 1650–59 to about 117.99 million livres in 1700–10 when government debt had reached 1.6 billion livres. In 1780–89, it reached 421.50 million livres.[37] Taxation as a percentage of production of final goods may have reached 15–20% during the 17th century in places such as France, the Netherlands, and Scandinavia. During the war-filled years of the eighteenth and early nineteenth century, tax rates in Europe increased dramatically as war became more expensive and governments became more centralized and adept at gathering taxes. This increase was greatest in England, Peter Mathias and Patrick O'Brien found that the tax burden increased by 85% over this period. Another study confirmed this number, finding that per capita tax revenues had grown almost sixfold over the eighteenth century, but that steady economic growth had made the real burden on each individual only double over this period before the industrial revolution. Effective tax rates were higher in Britain than France the years before the French Revolution, twice in per capita income comparison, but they were mostly placed on international trade. In France, taxes were lower but the burden was mainly on landowners, individuals, and internal trade and thus created far more resentment.[38]
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Taxation as a percentage of GDP 2016 was 45.9% in Denmark, 45.3% in France, 33.2% in the United Kingdom, 26% in the United States, and among all OECD members an average of 34.3%.[39][40]
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In monetary economies prior to fiat banking, a critical form of taxation was seigniorage, the tax on the creation of money.
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Other obsolete forms of taxation include:
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Some principalities taxed windows, doors, or cabinets to reduce consumption of imported glass and hardware. Armoires, hutches, and wardrobes were employed to evade taxes on doors and cabinets. In some circumstances, taxes are also used to enforce public policy like congestion charge (to cut road traffic and encourage public transport) in London. In Tsarist Russia, taxes were clamped on beards. Today, one of the most-complicated taxation systems worldwide is in Germany. Three-quarters of the world's taxation literature refers to the German system.[citation needed] Under the German system, there are 118 laws, 185 forms, and 96,000 regulations, spending €3.7 billion to collect the income tax.[citation needed] In the United States, the IRS has about 1,177 forms and instructions,[41] 28.4111 megabytes of Internal Revenue Code[42] which contained 3.8 million words as of 1 February 2010,[43] numerous tax regulations in the Code of Federal Regulations,[44] and supplementary material in the Internal Revenue Bulletin.[45] Today, governments in more advanced economies (i.e. Europe and North America) tend to rely more on direct taxes, while developing economies (i.e. India and several African countries) rely more on indirect taxes.
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In economic terms, taxation transfers wealth from households or businesses to the government of a nation. Adam Smith writes in The Wealth of Nations that
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The side-effects of taxation (such as economic distortions) and theories about how best to tax are an important subject in microeconomics. Taxation is almost never a simple transfer of wealth. Economic theories of taxation approach the question of how to maximize economic welfare through taxation.
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A 2019 study looking at the impact of tax cuts for different income groups, it was tax cuts for low-income groups that had the greatest positive impact on employment growth.[47] Tax cuts for the wealthiest top 10% had a small impact.[47]
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Law establishes from whom a tax is collected. In many countries, taxes are imposed on business (such as corporate taxes or portions of payroll taxes). However, who ultimately pays the tax (the tax "burden") is determined by the marketplace as taxes become embedded into production costs. Economic theory suggests that the economic effect of tax does not necessarily fall at the point where it is legally levied. For instance, a tax on employment paid by employers will impact on the employee, at least in the long run. The greatest share of the tax burden tends to fall on the most inelastic factor involved—the part of the transaction which is affected least by a change in price. So, for instance, a tax on wages in a town will (at least in the long run) affect property-owners in that area.
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Depending on how quantities supplied and demanded vary with price (the "elasticities" of supply and demand), a tax can be absorbed by the seller (in the form of lower pre-tax prices), or by the buyer (in the form of higher post-tax prices). If the elasticity of supply is low, more of the tax will be paid by the supplier. If the elasticity of demand is low, more will be paid by the customer; and, contrariwise for the cases where those elasticities are high. If the seller is a competitive firm, the tax burden is distributed over the factors of production depending on the elasticities thereof; this includes workers (in the form of lower wages), capital investors (in the form of loss to shareholders), landowners (in the form of lower rents), entrepreneurs (in the form of lower wages of superintendence) and customers (in the form of higher prices).
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To show this relationship, suppose that the market price of a product is $1.00, and that a $0.50 tax is imposed on the product that, by law, is to be collected from the seller. If the product has an elastic demand, a greater portion of the tax will be absorbed by the seller. This is because goods with elastic demand cause a large decline in quantity demanded for a small increase in price. Therefore, in order to stabilize sales, the seller absorbs more of the additional tax burden. For example, the seller might drop the price of the product to $0.70 so that, after adding in the tax, the buyer pays a total of $1.20, or $0.20 more than he did before the $0.50 tax was imposed. In this example, the buyer has paid $0.20 of the $0.50 tax (in the form of a post-tax price) and the seller has paid the remaining $0.30 (in the form of a lower pre-tax price).[48]
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The purpose of taxation is to provide for government spending without inflation. The provision of public goods such as roads and other infrastructure, schools, a social safety net, health care, national defense, law enforcement, and a courts system increases the economic welfare of society if the benefit outweighs the costs involved.
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The existence of a tax can increase economic efficiency in some cases. If there is a negative externality associated with a good, meaning that it has negative effects not felt by the consumer, then a free market will trade too much of that good. By taxing the good, the government can increase overall welfare as well as raising revenue. This type of tax is called a Pigovian tax, after economist Arthur Pigou.
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Possible Pigovian taxes include those on polluting fuels (like petrol), taxes on goods which incur public healthcare costs (such as alcohol or tobacco), and charges for existing 'free' public goods (like congestion charging) are another possibility.
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Progressive taxation may reduce economic inequality. This effect occurs even when the tax revenue isn't redistributed.[citation needed]
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Most taxes (see below) have side effects that reduce economic welfare, either by mandating unproductive labor (compliance costs) or by creating distortions to economic incentives (deadweight loss and perverse incentives).[citation needed]
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Although governments must spend money on tax collection activities, some of the costs, particularly for keeping records and filling out forms, are borne by businesses and by private individuals. These are collectively called costs of compliance. More complex tax systems tend to have higher compliance costs. This fact can be used as the basis for practical or moral arguments in favor of tax simplification (such as the FairTax or OneTax, and some flat tax proposals).
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In the absence of negative externalities, the introduction of taxes into a market reduces economic efficiency by causing deadweight loss. In a competitive market the price of a particular economic good adjusts to ensure that all trades which benefit both the buyer and the seller of a good occur. The introduction of a tax causes the price received by the seller to be less than the cost to the buyer by the amount of the tax. This causes fewer transactions to occur, which reduces economic welfare; the individuals or businesses involved are less well off than before the tax. The tax burden and the amount of deadweight cost is dependent on the elasticity of supply and demand for the good taxed.
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Most taxes—including income tax and sales tax—can have significant deadweight costs. The only way to avoid deadweight costs in an economy that is generally competitive is to refrain from taxes that change economic incentives. Such taxes include the land value tax,[49] where the tax is on a good in completely inelastic supply, a lump sum tax such as a poll tax (head tax) which is paid by all adults regardless of their choices. Arguably a windfall profits tax which is entirely unanticipated can also fall into this category.
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Deadweight loss does not account for the effect taxes have in leveling the business playing field. Businesses that have more money are better suited to fend off competition. It is common that an industry with a small amount of very large corporations has a very high barrier of entry for new entrants coming into the marketplace. This is due to the fact that the larger the corporation, the better its position to negotiate with suppliers. Also, larger companies may be able to operate at low or even negative profits for extended periods of time, thus pushing out competition. More progressive taxation of profits, however, would reduce such barriers for new entrants, thereby increasing competition and ultimately benefiting consumers.[50]
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Complexity of the tax code in developed economies offer perverse tax incentives. The more details of tax policy there are, the more opportunities for legal tax avoidance and illegal tax evasion. These not only result in lost revenue, but involve additional costs: for instance, payments made for tax advice are essentially deadweight costs because they add no wealth to the economy. Perverse incentives also occur because of non-taxable 'hidden' transactions; for instance, a sale from one company to another might be liable for sales tax, but if the same goods were shipped from one branch of a corporation to another, no tax would be payable.
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To address these issues, economists often suggest simple and transparent tax structures which avoid providing loopholes. Sales tax, for instance, can be replaced with a value added tax which disregards intermediate transactions.
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Following Nicolas Kaldor's research, public finance in developing countries is strongly tied to state capacity and financial development. As state capacity develops, states not only increase the level of taxation but also the pattern of taxation. With the increase of larger tax bases and the diminish of the importance of trading tax, while income tax gains more importance.[51]
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According to Tilly's argument, state capacity evolves as response to the emergence of war. War is an incentive for states to raise tax and strengthen states capacity. Historically, many taxation breakthroughs took place during the wartime. The introduction of income tax in Britain was due to the Napoleonic War in 1798. US first introduce income tax during Civil War.[52]
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Taxation is constrained by the fiscal and legal capacities of a country.[53] Fiscal and legal capacities also complement each other. A well-designed tax system can minimize efficiency loss and boost economic growth. With better compliance and better support to financial institutions and individual property, the government will be able to collect more tax. Although wealthier countries have higher tax revenue, economic growth does not always translate to higher tax revenue. For example, in India, increases in exemptions leads to the stagnation of income tax revenue at around 0.5% of GDP since 1986.[54]
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Researchers for EPS PEAKS [55] stated that the core purpose of taxation is revenue mobilisation, providing resources for National Budgets, and forming an important part of macroeconomic management. They said economic theory has focused on the need to 'optimise' the system through balancing efficiency and equity, understanding the impacts on production, and consumption as well as distribution, redistribution, and welfare.
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They state that taxes and tax reliefs have also been used as a tool for behavioural change, to influence investment decisions, labour supply, consumption patterns, and positive and negative economic spill-overs (externalities), and ultimately, the promotion of economic growth and development. The tax system and its administration also play an important role in state-building and governance, as a principal form of 'social contract' between the state and citizens who can, as taxpayers, exert accountability on the state as a consequence.
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The researchers wrote that domestic revenue forms an important part of a developing country's public financing as it is more stable and predictable than Overseas Development Assistance and necessary for a country to be self-sufficient. They found that domestic revenue flows are, on average, already much larger than ODA, with aid worth less than 10% of collected taxes in Africa as a whole.
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However, in a quarter of African countries Overseas Development Assistance does exceed tax collection,[56] with these more likely to be non-resource-rich countries. This suggests countries making most progress replacing aid with tax revenue tend to be those benefiting disproportionately from rising prices of energy and commodities.
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The author[55] found tax revenue as a percentage of GDP varying greatly around a global average of 19%.[57] This data also indicates countries with higher GDP tend to have higher tax to GDP ratios, demonstrating that higher income is associated with more than proportionately higher tax revenue. On average, high-income countries have tax revenue as a percentage of GDP of around 22%, compared to 18% in middle-income countries and 14% in low-income countries.
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In high-income countries, the highest tax-to-GDP ratio is in Denmark at 47% and the lowest is in Kuwait at 0.8%, reflecting low taxes from strong oil revenues. Long-term average performance of tax revenue as a share of GDP in low-income countries has been largely stagnant, although most have shown some improvement in more recent years. On average, resource-rich countries have made the most progress, rising from 10% in the mid-1990s to around 17% in 2008. Non resource rich countries made some progress, with average tax revenues increasing from 10% to 15% over the same period.[58]
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Many low-income countries have a tax-to-GDP ratio of less than 15% which could be due to low tax potential, such as a limited taxable economic activity, or low tax effort due to policy choice, non-compliance, or administrative constraints.
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Some low-income countries have relatively high tax-to- GDP ratios due to resource tax revenues (e.g. Angola) or relatively efficient tax administration (e.g. Kenya, Brazil) whereas some middle-income countries have lower tax-to-GDP ratios (e.g. Malaysia) which reflect a more tax-friendly policy choice.
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While overall tax revenues have remained broadly constant, the global trend shows trade taxes have been declining as a proportion of total revenues(IMF, 2011), with the share of revenue shifting away from border trade taxes towards domestically levied sales taxes on goods and services. Low-income countries tend to have a higher dependence on trade taxes, and a smaller proportion of income and consumption taxes, when compared to high income countries.[59]
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One indicator of the taxpaying experience was captured in the 'Doing Business' survey,[60] which compares the total tax rate, time spent complying with tax procedures and the number of payments required through the year, across 176 countries. The 'easiest' countries in which to pay taxes are located in the Middle East with the UAE ranking first, followed by Qatar and Saudi Arabia, most likely reflecting low tax regimes in those countries. Countries in Sub-Saharan Africa are among the 'hardest' to pay with the Central African Republic, Republic of Congo, Guinea and Chad in the bottom 5, reflecting higher total tax rates and a greater administrative burden to comply.
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The below facts were compiled by EPS PEAKS researchers:[55]
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Aid interventions in revenue can support revenue mobilisation for growth, improve tax system design and administrative effectiveness, and strengthen governance and compliance.[55] The author of the Economics Topic Guide found that the best aid modalities for revenue depend on country circumstances, but should aim to align with government interests and facilitate effective planning and implementation of activities under an evidence-based tax reform. Lastly, she found that identifying areas for further reform requires country-specific diagnostic assessment: broad areas for developing countries identified internationally (e.g. IMF) include, for example property taxation for local revenues, strengthening expenditure management, and effective taxation of extractive industries and multinationals.[55]
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According to most political philosophies, taxes are justified as they fund activities that are necessary and beneficial to society. Additionally, progressive taxation can be used to reduce economic inequality in a society. According to this view, taxation in modern nation-states benefit the majority of the population and social development.[73] A common presentation of this view, paraphrasing various statements by Oliver Wendell Holmes Jr. is "Taxes are the price of civilization".[74]
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It can also be argued that in a democracy, because the government is the party performing the act of imposing taxes, society as a whole decides how the tax system should be organized.[75] The American Revolution's "No taxation without representation" slogan implied this view. For traditional conservatives, the payment of taxation is justified as part of the general obligations of citizens to obey the law and support established institutions. The conservative position is encapsulated in perhaps the most famous adage of public finance, "An old tax is a good tax".[76] Conservatives advocate the "fundamental conservative premise that no one should be excused from paying for government, lest they come to believe that government is costless to them with the certain consequence that they will demand more government 'services'."[77] Social democrats generally favor higher levels of taxation to fund public provision of a wide range of services such as universal health care and education, as well as the provision of a range of welfare benefits.[78] As argued by Anthony Crosland and others, the capacity to tax income from capital is a central element of the social democratic case for a mixed economy as against Marxist arguments for comprehensive public ownership of capital.[79] American libertarians recommend a minimal level of taxation in order to maximize the protection of liberty.[citation needed]
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Compulsory taxation of individuals, such as income tax, is often justified on grounds including territorial sovereignty, and the social contract. Defenders of business taxation argue that it is an efficient method of taxing income that ultimately flows to individuals, or that separate taxation of business is justified on the grounds that commercial activity necessarily involves use of publicly established and maintained economic infrastructure, and that businesses are in effect charged for this use.[80] Georgist economists argue that all of the economic rent collected from natural resources (land, mineral extraction, fishing quotas, etc.) is unearned income, and belongs to the community rather than any individual. They advocate a high tax (the "Single Tax") on land and other natural resources to return this unearned income to the state, but no other taxes.
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Because payment of tax is compulsory and enforced by the legal system, rather than voluntary like crowdfunding, some political philosophies view taxation as theft, extortion, (or as slavery, or as a violation of property rights), or tyranny, accusing the government of levying taxes via force and coercive means.[81] Objectivists, anarcho-capitalists, and right-wing libertarians see taxation as government aggression (see non-aggression principle). The view that democracy legitimizes taxation is rejected by those who argue that all forms of government, including laws chosen by democratic means, are fundamentally oppressive. According to Ludwig von Mises, "society as a whole" should not make such decisions, due to methodological individualism.[82] Libertarian opponents of taxation claim that governmental protection, such as police and defense forces might be replaced by market alternatives such as private defense agencies, arbitration agencies or voluntary contributions.[83]
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Karl Marx assumed that taxation would be unnecessary after the advent of communism and looked forward to the "withering away of the state". In socialist economies such as that of China, taxation played a minor role, since most government income was derived from the ownership of enterprises, and it was argued by some that monetary taxation was not necessary.[84] While the morality of taxation is sometimes questioned, most arguments about taxation revolve around the degree and method of taxation and associated government spending, not taxation itself.
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Tax choice is the theory that taxpayers should have more control with how their individual taxes are allocated. If taxpayers could choose which government organizations received their taxes, opportunity cost decisions would integrate their partial knowledge.[85] For example, a taxpayer who allocated more of his taxes on public education would have less to allocate on public healthcare. Supporters argue that allowing taxpayers to demonstrate their preferences would help ensure that the government succeeds at efficiently producing the public goods that taxpayers truly value.[86] This would end real estate speculation, business cycles, unemployment and distribute wealth much more evenly. Joseph Stiglitz's Henry George Theorem predicts its sufficiency because—as George also noted—public spending raises land value.
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Geoists (Georgists and geolibertarians) state that taxation should primarily collect economic rent, in particular the value of land, for both reasons of economic efficiency as well as morality. The efficiency of using economic rent for taxation is (as economists agree[87][88][89]) due to the fact that such taxation cannot be passed on and does not create any dead-weight loss, and that it removes the incentive to speculate on land.[90] Its morality is based on the Geoist premise that private property is justified for products of labour but not for land and natural resources.[91]
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Economist and social reformer Henry George opposed sales taxes and protective tariffs for their negative impact on trade.[92] He also believed in the right of each person to the fruits of their own labour and productive investment. Therefore, income from labour and proper capital should remain untaxed. For this reason many Geoists—in particular those that call themselves geolibertarian—share the view with libertarians that these types of taxation (but not all) are immoral and even theft. George stated there should be one single tax: the Land Value Tax, which is considered both efficient and moral.[91] Demand for specific land is dependent on nature, but even more so on the presence of communities, trade, and government infrastructure, particularly in urban environments. Therefore, the economic rent of land is not the product of one particular individual and it may be claimed for public expenses. According to George, this would end real estate bubbles, business cycles, unemployment and distribute wealth much more evenly.[91] Joseph Stiglitz's Henry George Theorem predicts its sufficiency for financing public goods because those raise land value.[93]
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John Locke stated that whenever labour is mixed with natural resources, such as is the case with improved land, private property is justified under the proviso that there must be enough other natural resources of the same quality available to others.[94] Geoists state that the Lockean proviso is violated wherever land value is greater than zero. Therefore, under the assumed principle of equal rights of all people to natural resources, the occupier of any such land must compensate the rest of society to the amount of that value. For this reason, geoists generally believe that such payment cannot be regarded as a true 'tax', but rather a compensation or fee.[95] This means that while Geoists also regard taxation as an instrument of social justice, contrary to social democrats and social liberals they do not regard it as an instrument of redistribution but rather a 'predistribution' or simply a correct distribution of the commons.[96]
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Modern geoists note that land in the classical economic meaning of the word referred to all natural resources, and thus also includes resources such as mineral deposits, water bodies and the electromagnetic spectrum, to which privileged access also generates economic rent that must be compensated. Under the same reasoning most of them also consider pigouvian taxes as compensation for environmental damage or privilege as acceptable and even necessary.[97][98]
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In economics, the Laffer curve is a theoretical representation of the relationship between government revenue raised by taxation and all possible rates of taxation. It is used to illustrate the concept of taxable income elasticity (that taxable income will change in response to changes in the rate of taxation). The curve is constructed by thought experiment. First, the amount of tax revenue raised at the extreme tax rates of 0% and 100% is considered. It is clear that a 0% tax rate raises no revenue, but the Laffer curve hypothesis is that a 100% tax rate will also generate no revenue because at such a rate there is no longer any incentive for a rational taxpayer to earn any income, thus the revenue raised will be 100% of nothing. If both a 0% rate and 100% rate of taxation generate no revenue, it follows from the extreme value theorem that there must exist at least one rate in between where tax revenue would be a maximum. The Laffer curve is typically represented as a graph which starts at 0% tax, zero revenue, rises to a maximum rate of revenue raised at an intermediate rate of taxation and then falls again to zero revenue at a 100% tax rate.
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One potential result of the Laffer curve is that increasing tax rates beyond a certain point will become counterproductive for raising further tax revenue. A hypothetical Laffer curve for any given economy can only be estimated and such estimates are sometimes controversial. The New Palgrave Dictionary of Economics reports that estimates of revenue-maximizing tax rates have varied widely, with a mid-range of around 70%.[99]
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Most governments take revenue which exceeds that which can be provided by non-distortionary taxes or through taxes which give a double dividend. Optimal taxation theory is the branch of economics that considers how taxes can be structured to give the least deadweight costs, or to give the best outcomes in terms of social welfare. The Ramsey problem deals with minimizing deadweight costs. Because deadweight costs are related to the elasticity of supply and demand for a good, it follows that putting the highest tax rates on the goods for which there is most inelastic supply and demand will result in the least overall deadweight costs. Some economists sought to integrate optimal tax theory with the social welfare function, which is the economic expression of the idea that equality is valuable to a greater or lesser extent. If individuals experience diminishing returns from income, then the optimum distribution of income for society involves a progressive income tax. Mirrlees optimal income tax is a detailed theoretical model of the optimum progressive income tax along these lines. Over the last years the validity of the theory of optimal taxation was discussed by many political economists.[100]
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Taxes are most often levied as a percentage, called the tax rate. An important distinction when talking about tax rates is to distinguish between the marginal rate and the effective tax rate. The effective rate is the total tax paid divided by the total amount the tax is paid on, while the marginal rate is the rate paid on the next dollar of income earned. For example, if income is taxed on a formula of 5% from $0 up to $50,000, 10% from $50,000 to $100,000, and 15% over $100,000, a taxpayer with income of $175,000 would pay a total of $18,750 in taxes.
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1 |
+
|
2 |
+
|
3 |
+
A tax is a compulsory financial charge or some other type of levy imposed upon a taxpayer (an individual or legal entity) by a governmental organization in order to fund government spending and various public expenditures.[2] A failure to pay, along with evasion of or resistance to taxation, is punishable by law. Taxes consist of direct or indirect taxes and may be paid in money or as its labour equivalent. The first known taxation took place in Ancient Egypt around 3000–2800 BC.
|
4 |
+
|
5 |
+
Most countries have a tax system in place to pay for public, common or agreed national needs and government functions. Some levy a flat percentage rate of taxation on personal annual income, but most scale taxes based on annual income amounts. Most countries charge a tax on an individual's income as well as on corporate income. Countries or subunits often also impose wealth taxes, inheritance taxes, estate taxes, gift taxes, property taxes, sales taxes, payroll taxes or tariffs.
|
6 |
+
|
7 |
+
In economic terms, taxation transfers wealth from households or businesses to the government. This has effects which can both increase and reduce economic growth and economic welfare. Consequently, taxation is a highly debated topic.
|
8 |
+
|
9 |
+
The legal definition, and the economic definition of taxes differ in some ways such as economists do not regard many transfers to governments as taxes. For example, some transfers to the public sector are comparable to prices. Examples include, tuition at public universities, and fees for utilities provided by local governments. Governments also obtain resources by "creating" money and coins (for example, by printing bills and by minting coins), through voluntary gifts (for example, contributions to public universities and museums), by imposing penalties (such as traffic fines), by borrowing, and also by confiscating wealth. From the view of economists, a tax is a non-penal, yet compulsory transfer of resources from the private to the public sector, levied on a basis of predetermined criteria and without reference to specific benefit received.
|
10 |
+
|
11 |
+
In modern taxation systems, governments levy taxes in money; but in-kind and corvée taxation are characteristic of traditional or pre-capitalist states and their functional equivalents. The method of taxation and the government expenditure of taxes raised is often highly debated in politics and economics. Tax collection is performed by a government agency such as the Ghana Revenue Authority, Canada Revenue Agency, the Internal Revenue Service (IRS) in the United States, Her Majesty's Revenue and Customs (HMRC) in the United Kingdom or Federal Tax Service in Russia. When taxes are not fully paid, the state may impose civil penalties (such as fines or forfeiture) or criminal penalties (such as incarceration) on the non-paying entity or individual.[3]
|
12 |
+
|
13 |
+
The levying of taxes aims to raise revenue to fund governing or to alter prices in order to affect demand. States and their functional equivalents throughout history have used money provided by taxation to carry out many functions. Some of these include expenditures on economic infrastructure (roads, public transportation, sanitation, legal systems, public safety, education, health-care systems), military, scientific research, culture and the arts, public works, distribution, data collection and dissemination, public insurance, and the operation of government itself. A government's ability to raise taxes is called its fiscal capacity.
|
14 |
+
|
15 |
+
When expenditures exceed tax revenue, a government accumulates debt. A portion of taxes may be used to service past debts. Governments also use taxes to fund welfare and public services. These services can include education systems, pensions for the elderly, unemployment benefits, and public transportation. Energy, water and waste management systems are also common public utilities.
|
16 |
+
|
17 |
+
According to the proponents of the chartalist theory of money creation, taxes are not needed for government revenue, as long as the government in question is able to issue fiat money. According to this view, the purpose of taxation is to maintain the stability of the currency, express public policy regarding the distribution of wealth, subsidizing certain industries or population groups or isolating the costs of certain benefits, such as highways or social security.[4]
|
18 |
+
|
19 |
+
Effects can be divided in two fundamental categories:
|
20 |
+
|
21 |
+
If we consider, for instance, two normal goods, x and y, whose prices are respectively px and py and an individual budget constraint given by the equation xpx + ypy = Y, where Y is the income, the slope of the budget constraint, in a graph where is represented good x on the vertical axis and good y on the horizontal axes, is equal to -py/px . The initial equilibrium is in the point (C), in which budget constraint and indifference curve are tangent, introducing an ad valorem tax on the y good (budget constraint: pxx + py(1 + τ)y = Y) , the budget constraint's slope becomes equal to -py(1 + τ)/px. The new equilibrium is now in the tangent point (A) with a lower indifferent curve.
|
22 |
+
|
23 |
+
As can be noticed the tax's introduction causes two consequences:
|
24 |
+
|
25 |
+
The income effect shows the variation of y good quantity given by the change of real income.The substitution effect shows the variation of y good determined by relative prices' variation. This kind of taxation (that causes substitution effect) can be considered distortionary.
|
26 |
+
|
27 |
+
Another example can be the introduction of an income lump-sum tax (xpx + ypy = Y - T), with a parallel shift downward of the budget constraint, can be produced a higher revenue with the same loss of consumers' utility compared with the property tax case, from another point of view, the same revenue can be produced with a lower utility sacrifice. The lower utility (with the same revenue) or the lower revenue (with the same utility) given by a distortionary tax are called excess pressure. The same result, reached with an income lump-sum tax, can be obtained with these following types of taxes (all of them cause only a budget constraint's shift without causing a substitution effect), the budget constraint's slope remains the same (-px/py):
|
28 |
+
|
29 |
+
When the t and τ rates are chosen respecting this equation (where t is the rate of income tax and tau is the consumption tax's rate):
|
30 |
+
|
31 |
+
1
|
32 |
+
|
33 |
+
1
|
34 |
+
+
|
35 |
+
τ
|
36 |
+
|
37 |
+
|
38 |
+
|
39 |
+
=
|
40 |
+
1
|
41 |
+
−
|
42 |
+
t
|
43 |
+
⇒
|
44 |
+
t
|
45 |
+
=
|
46 |
+
|
47 |
+
|
48 |
+
τ
|
49 |
+
|
50 |
+
1
|
51 |
+
+
|
52 |
+
τ
|
53 |
+
|
54 |
+
|
55 |
+
|
56 |
+
|
57 |
+
|
58 |
+
{\displaystyle {\frac {1}{1+\tau }}=1-t\Rightarrow t={\frac {\tau }{1+\tau }}}
|
59 |
+
|
60 |
+
the effects of the two taxes are the same.
|
61 |
+
|
62 |
+
A tax effectively changes relative prices of products. Therefore, most[quantify] economists, especially neoclassical economists, argue that taxation creates market distortion and results in economic inefficiency unless there are (positive or negative) externalities associated with the activities that are taxed that need to be internalized to reach an efficient market outcome. They have therefore sought to identify the kind of tax system that would minimize this distortion.
|
63 |
+
Recent[when?] scholarship suggests that in the United States of America, the federal government effectively taxes investments in higher education more heavily than it subsidizes higher education, thereby contributing to a shortage of skilled workers and unusually high differences in pre-tax earnings between highly educated and less-educated workers.[citation needed]
|
64 |
+
|
65 |
+
Taxes can even have effects on labour supply: we can consider a model in which the consumer chooses the number of hours spent working and the amount spent on consumption. Let us suppose that only one good exists and no income is saved.
|
66 |
+
|
67 |
+
Consumers have a given number of hours (H) that is divided between work (L) and free time (F = H - L). The hourly wage is called w and it tells us the free time's opportunity cost, i.e. the income to which the individual renounces consuming an additional hour of free time. Consumption and hours of work have a positive relationship, more hours of work mean more earnings and, assuming that workers don't save money, more earnings imply an increase in consumption (Y = C = wL). Free time and consumption can be considered as two normal goods (workers have to decide between working one hour more, that would mean consuming more, or having one more hour of free time) and the budget constraint is negative inclined (Y = w(H - F)). The indifference curve related to these two goods has a negative slope and free time becomes more and more important with high levels of consumption. It's because a high level of consumption means that people are already spending many hours working, so, in this situation, they need more free time than consume and it implies that they have to be paid with a higher salary to work an additional hour. A proportional income tax, changing budget constraint's slope (now Y = w(1 - t)(H - F)), implies both substitution and income effects. The problem now is that the two effects go in opposite ways: income effect tells us that, with an income tax, the consumer feels poorer and for this reason he wants to work more, causing an increase in labour offer. On the other hand, substitution effect tells us that free time, being a normal good, is now more convenient compared to consume and it implies a decrease in labour offer. Therefore, the total effect can be both an increase or a decrease of labour offer, depending on indifference curve's shape.
|
68 |
+
|
69 |
+
The Laffer curve depicts the amount of government revenue as a function of the rate of taxation. It shows that for a tax rate above a certain critical rate, government revenue starts decreasing as the tax rate rises, as a consequence of a decline in labour supply. This theory supports that, if the tax rate is above that critical point, a decrease in the tax rate should imply a rise in labour supply that in turn would lead to an increase in government revenue.
|
70 |
+
|
71 |
+
Governments use different kinds of taxes and vary the tax rates. They do this in order to distribute the tax burden among individuals or classes of the population involved in taxable activities, such as the business sector, or to redistribute resources between individuals or classes in the population. Historically,[when?] taxes on the poor supported the nobility; modern social-security systems aim to support the poor, the disabled, or the retired by taxes on those who are still working. In addition, taxes are applied to fund foreign aid and military ventures, to influence the macroeconomic performance of the economy (a government's strategy for doing this is called its fiscal policy; see also tax exemption), or to modify patterns of consumption or employment within an economy, by making some classes of transaction more or less attractive.
|
72 |
+
|
73 |
+
A state's tax system often[quantify] reflects its communal values and the values of those in current political power. To create a system of taxation, a state must make choices regarding the distribution of the tax burden—who will pay taxes and how much they will pay—and how the taxes collected will be spent. In democratic nations where the public elects those in charge of establishing or administering the tax system, these choices reflect the type of community that the public wishes to create. In countries where the public does not have a significant amount of influence over the system of taxation, that system may reflect more closely the values of those in power.
|
74 |
+
|
75 |
+
All large businesses incur administrative costs in the process of delivering revenue collected from customers to the suppliers of the goods or services being purchased. Taxation is no different; the resource collected from the public through taxation is always greater than the amount which can be used by the government.[citation needed] The difference is called the compliance cost and includes (for example) the labour cost and other expenses incurred in complying with tax laws and rules. The collection of a tax in order to spend it on a specified purpose, for example collecting a tax on alcohol to pay directly for alcoholism-rehabilitation centres, is called hypothecation. Finance ministers often dislike this practice, since it reduces their freedom of action. Some economic theorists regard hypothecation as intellectually dishonest since, in reality, money is fungible. Furthermore, it often happens that taxes or excises initially levied to fund some specific government programs are then later diverted to the government general fund. In some cases, such taxes are collected in fundamentally inefficient ways, for example, though highway tolls.[citation needed]
|
76 |
+
|
77 |
+
Since governments also resolve commercial disputes, especially in countries with common law, similar arguments are sometimes used to justify a sales tax or value added tax. Some (libertarians, for example) portray most or all forms of taxes as immoral due to their involuntary (and therefore eventually coercive or violent) nature. The most extreme anti-tax view, anarcho-capitalism, holds that all social services should be voluntarily bought by the people using them.
|
78 |
+
|
79 |
+
The Organisation for Economic Co-operation and Development (OECD) publishes an analysis of the tax systems of member countries. As part of such analysis, OECD has developed a definition and system of classification of internal taxes,[6] generally followed below. In addition, many countries impose taxes (tariffs) on the import of goods.
|
80 |
+
|
81 |
+
Many jurisdictions tax the income of individuals and of business entities, including corporations. Generally, the authorities impose tax on net profits from a business, on net gains, and on other income. Computation of income subject to tax may be determined[by whom?] under accounting principles used in the jurisdiction, which tax-law principles in the jurisdiction may modify or replace. The incidence of taxation varies by system, and some systems may be viewed[by whom?] as progressive or regressive. Rates of tax may vary or be constant (flat) by income level. Many systems allow individuals certain personal allowances and other non-business reductions to taxable income, although business deductions tend to be favored[by whom?] over personal deductions.
|
82 |
+
|
83 |
+
Tax-collection agencies often collect personal income tax on a pay-as-you-earn basis, with corrections made after the end of the tax year. These corrections take one of two forms:
|
84 |
+
|
85 |
+
Income-tax systems often make deductions available that reduce the total tax-liability by reducing total taxable income. They may allow losses from one type of income to count against another - for example, a loss on the stock market may be deducted against taxes paid on wages. Other tax systems may isolate the loss, such that business losses can only be deducted against business income tax by carrying forward the loss to later tax years.
|
86 |
+
|
87 |
+
In economics, a negative income tax (abbreviated NIT) is a progressive income tax system where people earning below a certain amount receive supplemental payment from the government instead of paying taxes to the government.
|
88 |
+
|
89 |
+
Most jurisdictions imposing an income tax treat capital gains as part of income subject to tax. Capital gain is generally a gain on sale of capital assets—that is, those assets not held for sale in the ordinary course of business. Capital assets include personal assets in many jurisdictions. Some jurisdictions provide preferential rates of tax or only partial taxation for capital gains. Some jurisdictions impose different rates or levels of capital-gains taxation based on the length of time the asset was held. Because tax rates are often much lower for capital gains than for ordinary income, there is widespread controversy and dispute about the proper definition of capital.
|
90 |
+
|
91 |
+
Corporate tax refers to income tax, capital tax, net-worth tax or other taxes imposed on corporations. Rates of tax and the taxable base for corporations may differ from those for individuals or for other taxable persons.
|
92 |
+
|
93 |
+
Many countries provide publicly funded retirement or health-care systems.[7] In connection with these systems, the country typically requires employers and/or employees to make compulsory payments.[8] These payments are often computed by reference to wages or earnings from self-employment. Tax rates are generally fixed, but a different rate may be imposed on employers than on employees.[9] Some systems provide an upper limit on earnings subject to the tax. A few systems provide that the tax is payable only on wages above a particular amount. Such upper or lower limits may apply for retirement but not for health-care components of the tax. Some[who?] have argued that such taxes on wages are a form of "forced savings" and not really a tax, while others point to redistribution through such systems between generations (from newer cohorts to older cohorts) and across income levels (from higher income-levels to lower income-levels) which suggests that such programs are really tax and spending programs.
|
94 |
+
|
95 |
+
Unemployment and similar taxes are often imposed on employers based on total payroll. These taxes may be imposed in both the country and sub-country levels.[10]
|
96 |
+
|
97 |
+
A wealth tax is a levy on the total value of personal assets, including: bank deposits, real estate, assets in insurance and pension plans, ownership of unincorporated businesses, financial securities, and personal trusts.[11] Typically liabilities (primarily mortgages and other loans) are deducted, hence it is sometimes called a net wealth tax.
|
98 |
+
|
99 |
+
Recurrent property taxes may be imposed on immovable property (real property) and on some classes of movable property. In addition, recurrent taxes may be imposed on the net wealth of individuals or corporations.[12] Many jurisdictions impose estate tax, gift tax or other inheritance taxes on property at death or at the time of gift transfer. Some jurisdictions impose taxes on financial or capital transactions.
|
100 |
+
|
101 |
+
A property tax (or millage tax) is an ad valorem tax levy on the value of property that the owner of the property is required to pay to a government in which the property is situated. Multiple jurisdictions may tax the same property. There are three general varieties of property: land, improvements to land (immovable man-made things, e.g. buildings) and personal property (movable things). Real estate or realty is the combination of land and improvements to land.
|
102 |
+
|
103 |
+
Property taxes are usually charged on a recurrent basis (e.g., yearly). A common type of property tax is an annual charge on the ownership of real estate, where the tax base is the estimated value of the property. For a period of over 150 years from 1695 the government of England levied a window tax, with the result that one can still see listed buildings with windows bricked up in order to save their owners money. A similar tax on hearths existed in France and elsewhere, with similar results. The two most common types of event-driven property taxes are stamp duty, charged upon change of ownership, and inheritance tax, which many countries impose on the estates of the deceased.
|
104 |
+
|
105 |
+
In contrast with a tax on real estate (land and buildings), a land-value tax (or LVT) is levied only on the unimproved value of the land ("land" in this instance may mean either the economic term, i.e., all natural resources, or the natural resources associated with specific areas of the Earth's surface: "lots" or "land parcels"). Proponents of land-value tax argue that it is economically justified, as it will not deter production, distort market mechanisms or otherwise create deadweight losses the way other taxes do.[13]
|
106 |
+
|
107 |
+
When real estate is held by a higher government unit or some other entity not subject to taxation by the local government, the taxing authority may receive a payment in lieu of taxes to compensate it for some or all of the foregone tax revenues.
|
108 |
+
|
109 |
+
In many jurisdictions (including many American states), there is a general tax levied periodically on residents who own personal property (personalty) within the jurisdiction. Vehicle and boat registration fees are subsets of this kind of tax. The tax is often designed with blanket coverage and large exceptions for things like food and clothing. Household goods are often exempt when kept or used within the household.[14] Any otherwise non-exempt object can lose its exemption if regularly kept outside the household.[14] Thus, tax collectors often monitor newspaper articles for stories about wealthy people who have lent art to museums for public display, because the artworks have then become subject to personal property tax.[14] If an artwork had to be sent to another state for some touch-ups, it may have become subject to personal property tax in that state as well.[14]
|
110 |
+
|
111 |
+
Inheritance tax, estate tax, and death tax or duty are the names given to various taxes which arise on the death of an individual. In United States tax law, there is a distinction between an estate tax and an inheritance tax: the former taxes the personal representatives of the deceased, while the latter taxes the beneficiaries of the estate. However, this distinction does not apply in other jurisdictions; for example, if using this terminology UK inheritance tax would be an estate tax.
|
112 |
+
|
113 |
+
An expatriation tax is a tax on individuals who renounce their citizenship or residence. The tax is often imposed based on a deemed disposition of all the individual's property. One example is the United States under the American Jobs Creation Act, where any individual who has a net worth of $2 million or an average income-tax liability of $127,000 who renounces his or her citizenship and leaves the country is automatically assumed to have done so for tax avoidance reasons and is subject to a higher tax rate.[15]
|
114 |
+
|
115 |
+
Historically, in many countries, a contract needs to have a stamp affixed to make it valid. The charge for the stamp is either a fixed amount or a percentage of the value of the transaction. In most countries, the stamp has been abolished but stamp duty remains. Stamp duty is levied in the UK on the purchase of shares and securities, the issue of bearer instruments, and certain partnership transactions. Its modern derivatives, stamp duty reserve tax and stamp duty land tax, are respectively charged on transactions involving securities and land. Stamp duty has the effect of discouraging speculative purchases of assets by decreasing liquidity. In the United States, transfer tax is often charged by the state or local government and (in the case of real property transfers) can be tied to the recording of the deed or other transfer documents.
|
116 |
+
|
117 |
+
Some countries' governments will require declaration of the tax payers' balance sheet (assets and liabilities), and from that exact a tax on net worth (assets minus liabilities), as a percentage of the net worth, or a percentage of the net worth exceeding a certain level. The tax may be levied on "natural" or "legal persons."
|
118 |
+
|
119 |
+
A value added tax (VAT), also known as Goods and Services Tax (G.S.T), Single Business Tax, or Turnover Tax in some countries, applies the equivalent of a sales tax to every operation that creates value. To give an example, sheet steel is imported by a machine manufacturer. That manufacturer will pay the VAT on the purchase price, remitting that amount to the government. The manufacturer will then transform the steel into a machine, selling the machine for a higher price to a wholesale distributor. The manufacturer will collect the VAT on the higher price, but will remit to the government only the excess related to the "value added" (the price over the cost of the sheet steel). The wholesale distributor will then continue the process, charging the retail distributor the VAT on the entire price to the retailer, but remitting only the amount related to the distribution mark-up to the government. The last VAT amount is paid by the eventual retail customer who cannot recover any of the previously paid VAT. For a VAT and sales tax of identical rates, the total tax paid is the same, but it is paid at differing points in the process.
|
120 |
+
|
121 |
+
VAT is usually administrated by requiring the company to complete a VAT return, giving details of VAT it has been charged (referred to as input tax) and VAT it has charged to others (referred to as output tax). The difference between output tax and input tax is payable to the Local Tax Authority.
|
122 |
+
|
123 |
+
Many tax authorities have introduced automated VAT which has increased accountability and auditability, by utilizing computer-systems, thereby also enabling anti-cybercrime offices as well.[citation needed]
|
124 |
+
|
125 |
+
Sales taxes are levied when a commodity is sold to its final consumer. Retail organizations contend that such taxes discourage retail sales. The question of whether they are generally progressive or regressive is a subject of much current debate. People with higher incomes spend a lower proportion of them, so a flat-rate sales tax will tend to be regressive. It is therefore common to exempt food, utilities and other necessities from sales taxes, since poor people spend a higher proportion of their incomes on these commodities, so such exemptions make the tax more progressive. This is the classic "You pay for what you spend" tax, as only those who spend money on non-exempt (i.e. luxury) items pay the tax.
|
126 |
+
|
127 |
+
A small number of U.S. states rely entirely on sales taxes for state revenue, as those states do not levy a state income tax. Such states tend to have a moderate to large amount of tourism or inter-state travel that occurs within their borders, allowing the state to benefit from taxes from people the state would otherwise not tax. In this way, the state is able to reduce the tax burden on its citizens. The U.S. states that do not levy a state income tax are Alaska, Tennessee, Florida, Nevada, South Dakota, Texas,[16] Washington state, and Wyoming. Additionally, New Hampshire and Tennessee levy state income taxes only on dividends and interest income. Of the above states, only Alaska and New Hampshire do not levy a state sales tax. Additional information can be obtained at the Federation of Tax Administrators website.
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128 |
+
|
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In the United States, there is a growing movement[17] for the replacement of all federal payroll and income taxes (both corporate and personal) with a national retail sales tax and monthly tax rebate to households of citizens and legal resident aliens. The tax proposal is named FairTax. In Canada, the federal sales tax is called the Goods and Services tax (GST) and now stands at 5%. The provinces of British Columbia, Saskatchewan, Manitoba, and Prince Edward Island also have a provincial sales tax [PST]. The provinces of Nova Scotia, New Brunswick, Newfoundland & Labrador, and Ontario have harmonized their provincial sales taxes with the GST—Harmonized Sales Tax [HST], and thus is a full VAT. The province of Quebec collects the Quebec Sales Tax [QST] which is based on the GST with certain differences. Most businesses can claim back the GST, HST and QST they pay, and so effectively it is the final consumer who pays the tax.
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An excise duty is an indirect tax imposed upon goods during the process of their manufacture, production or distribution, and is usually proportionate to their quantity or value. Excise duties were first introduced into England in the year 1643, as part of a scheme of revenue and taxation devised by parliamentarian John Pym and approved by the Long Parliament. These duties consisted of charges on beer, ale, cider, cherry wine and tobacco, to which list were afterwards added paper, soap, candles, malt, hops, and sweets. The basic principle of excise duties was that they were taxes on the production, manufacture or distribution of articles which could not be taxed through the customs house, and revenue derived from that source is called excise revenue proper. The fundamental conception of the term is that of a tax on articles produced or manufactured in a country. In the taxation of such articles of luxury as spirits, beer, tobacco, and cigars, it has been the practice to place a certain duty on the importation of these articles (a customs duty).[18]
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Excises (or exemptions from them) are also used to modify consumption patterns of a certain area (social engineering). For example, a high excise is used to discourage alcohol consumption, relative to other goods. This may be combined with hypothecation if the proceeds are then used to pay for the costs of treating illness caused by alcohol abuse. Similar taxes may exist on tobacco, pornography, etc., and they may be collectively referred to as "sin taxes". A carbon tax is a tax on the consumption of carbon-based non-renewable fuels, such as petrol, diesel-fuel, jet fuels, and natural gas. The object is to reduce the release of carbon into the atmosphere. In the United Kingdom, vehicle excise duty is an annual tax on vehicle ownership.
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An import or export tariff (also called customs duty or impost) is a charge for the movement of goods through a political border. Tariffs discourage trade, and they may be used by governments to protect domestic industries. A proportion of tariff revenues is often hypothecated to pay government to maintain a navy or border police. The classic ways of cheating a tariff are smuggling or declaring a false value of goods. Tax, tariff and trade rules in modern times are usually set together because of their common impact on industrial policy, investment policy, and agricultural policy. A trade bloc is a group of allied countries agreeing to minimize or eliminate tariffs against trade with each other, and possibly to impose protective tariffs on imports from outside the bloc. A customs union has a common external tariff, and the participating countries share the revenues from tariffs on goods entering the customs union.
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In some societies, tariffs also could be imposed by local authorities on the movement of goods between regions (or via specific internal gateways). A notable example is the likin, which became an important revenue source for local governments in the late Qing China.
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Occupational taxes or license fees may be imposed on businesses or individuals engaged in certain businesses. Many jurisdictions impose a tax on vehicles.
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A poll tax, also called a per capita tax, or capitation tax, is a tax that levies a set amount per individual. It is an example of the concept of fixed tax. One of the earliest taxes mentioned in the Bible of a half-shekel per annum from each adult Jew (Ex. 30:11–16) was a form of poll tax. Poll taxes are administratively cheap because they are easy to compute and collect and difficult to cheat. Economists have considered poll taxes economically efficient because people are presumed to be in fixed supply and poll taxes therefore do not lead to economic distortions. However, poll taxes are very unpopular because poorer people pay a higher proportion of their income than richer people. In addition, the supply of people is in fact not fixed over time: on average, couples will choose to have fewer children if a poll tax is imposed.[19][failed verification] The introduction of a poll tax in medieval England was the primary cause of the 1381 Peasants' Revolt. Scotland was the first to be used to test the new poll tax in 1989 with England and Wales in 1990. The change from a progressive local taxation based on property values to a single-rate form of taxation regardless of ability to pay (the Community Charge, but more popularly referred to as the Poll Tax), led to widespread refusal to pay and to incidents of civil unrest, known colloquially as the 'Poll Tax Riots'.
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Some types of taxes have been proposed but not actually adopted in any major jurisdiction. These include:
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An ad valorem tax is one where the tax base is the value of a good, service, or property. Sales taxes, tariffs, property taxes, inheritance taxes, and value added taxes are different types of ad valorem tax. An ad valorem tax is typically imposed at the time of a transaction (sales tax or value added tax (VAT)) but it may be imposed on an annual basis (property tax) or in connection with another significant event (inheritance tax or tariffs).
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In contrast to ad valorem taxation is a per unit tax, where the tax base is the quantity of something, regardless of its price. An excise tax is an example.
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Consumption tax refers to any tax on non-investment spending, and can be implemented by means of a sales tax, consumer value added tax, or by modifying an income tax to allow for unlimited deductions for investment or savings.
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This includes natural resources consumption tax, greenhouse gas tax (Carbon tax), "sulfuric tax", and others. The stated purpose is to reduce the environmental impact by repricing. Economists describe environmental impacts as negative externalities. As early as 1920, Arthur Pigou suggested a tax to deal with externalities (see also the section on Increased economic welfare below). The proper implementation of environmental taxes has been the subject of a long lasting debate.
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An important feature of tax systems is the percentage of the tax burden as it relates to income or consumption. The terms progressive, regressive, and proportional are used to describe the way the rate progresses from low to high, from high to low, or proportionally. The terms describe a distribution effect, which can be applied to any type of tax system (income or consumption) that meets the definition.
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The terms can also be used to apply meaning to the taxation of select consumption, such as a tax on luxury goods and the exemption of basic necessities may be described as having progressive effects as it increases a tax burden on high end consumption and decreases a tax burden on low end consumption.[20][21][22]
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Taxes are sometimes referred to as "direct taxes" or "indirect taxes". The meaning of these terms can vary in different contexts, which can sometimes lead to confusion. An economic definition, by Atkinson, states that "...direct taxes may be adjusted to the individual characteristics of the taxpayer, whereas indirect taxes are levied on transactions irrespective of the circumstances of buyer or seller."[23] According to this definition, for example, income tax is "direct", and sales tax is "indirect".
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In law, the terms may have different meanings. In U.S. constitutional law, for instance, direct taxes refer to poll taxes and property taxes, which are based on simple existence or ownership. Indirect taxes are imposed on events, rights, privileges, and activities.[24] Thus, a tax on the sale of property would be considered an indirect tax, whereas the tax on simply owning the property itself would be a direct tax.
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Governments may charge user fees, tolls, or other types of assessments in exchange of particular goods, services, or use of property. These are generally not considered taxes, as long as they are levied as payment for a direct benefit to the individual paying.[25] Such fees include:
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Some scholars refer to certain economic effects as taxes, though they are not levies imposed by governments. These include:
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The first known system of taxation was in Ancient Egypt around 3000–2800 BC in the First Dynasty of Egypt of the Old Kingdom of Egypt.[28] The earliest and most widespread form of taxation was the corvée and tithe. The corvée was forced labour provided to the state by peasants too poor to pay other forms of taxation (labour in ancient Egyptian is a synonym for taxes).[29] Records from the time document that the Pharaoh would conduct a biennial tour of the kingdom, collecting tithes from the people. Other records are granary receipts on limestone flakes and papyrus.[30] Early taxation is also described in the Bible. In Genesis (chapter 47, verse 24 – the New International Version), it states "But when the crop comes in, give a fifth of it to Pharaoh. The other four-fifths you may keep as seed for the fields and as food for yourselves and your households and your children". Joseph was telling the people of Egypt how to divide their crop, providing a portion to the Pharaoh. A share (20%) of the crop was the tax (in this case, a special rather than an ordinary tax, as it was gathered against an expected famine) The stock made by was returned and equally shared with the people of Egypt and traded with the surrounding nations thus saving and elevating Egypt.[31] Samgharitr is the name mentioned for the Tax collector in the Vedic texts[32]
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In the Persian Empire, a regulated and sustainable tax system was introduced by Darius I the Great in 500 BC;[33] the Persian system of taxation was tailored to each Satrapy (the area ruled by a Satrap or provincial governor). At differing times, there were between 20 and 30 Satrapies in the Empire and each was assessed according to its supposed productivity. It was the responsibility of the Satrap to collect the due amount and to send it to the treasury, after deducting his expenses (the expenses and the power of deciding precisely how and from whom to raise the money in the province, offer maximum opportunity for rich pickings). The quantities demanded from the various provinces gave a vivid picture of their economic potential. For instance, Babylon was assessed for the highest amount and for a startling mixture of commodities; 1,000 silver talents and four months supply of food for the army. India, a province fabled for its gold, was to supply gold dust equal in value to the very large amount of 4,680 silver talents. Egypt was known for the wealth of its crops; it was to be the granary of the Persian Empire (and, later, of the Roman Empire) and was required to provide 120,000 measures of grain in addition to 700 talents of silver.[34] This tax was exclusively levied on Satrapies based on their lands, productive capacity and tribute levels.[35]
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The Rosetta Stone, a tax concession issued by Ptolemy V in 196 BC and written in three languages "led to the most famous decipherment in history—the cracking of hieroglyphics".[36]
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Islamic rulers imposed Zakat (a tax on Muslims) and Jizya (a poll tax on conquered non-Muslims). In India this practice began in the 11th century.
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Numerous records of government tax collection in Europe since at least the 17th century are still available today. But taxation levels are hard to compare to the size and flow of the economy since production numbers are not as readily available. Government expenditures and revenue in France during the 17th century went from about 24.30 million livres in 1600–10 to about 126.86 million livres in 1650–59 to about 117.99 million livres in 1700–10 when government debt had reached 1.6 billion livres. In 1780–89, it reached 421.50 million livres.[37] Taxation as a percentage of production of final goods may have reached 15–20% during the 17th century in places such as France, the Netherlands, and Scandinavia. During the war-filled years of the eighteenth and early nineteenth century, tax rates in Europe increased dramatically as war became more expensive and governments became more centralized and adept at gathering taxes. This increase was greatest in England, Peter Mathias and Patrick O'Brien found that the tax burden increased by 85% over this period. Another study confirmed this number, finding that per capita tax revenues had grown almost sixfold over the eighteenth century, but that steady economic growth had made the real burden on each individual only double over this period before the industrial revolution. Effective tax rates were higher in Britain than France the years before the French Revolution, twice in per capita income comparison, but they were mostly placed on international trade. In France, taxes were lower but the burden was mainly on landowners, individuals, and internal trade and thus created far more resentment.[38]
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Taxation as a percentage of GDP 2016 was 45.9% in Denmark, 45.3% in France, 33.2% in the United Kingdom, 26% in the United States, and among all OECD members an average of 34.3%.[39][40]
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In monetary economies prior to fiat banking, a critical form of taxation was seigniorage, the tax on the creation of money.
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Other obsolete forms of taxation include:
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Some principalities taxed windows, doors, or cabinets to reduce consumption of imported glass and hardware. Armoires, hutches, and wardrobes were employed to evade taxes on doors and cabinets. In some circumstances, taxes are also used to enforce public policy like congestion charge (to cut road traffic and encourage public transport) in London. In Tsarist Russia, taxes were clamped on beards. Today, one of the most-complicated taxation systems worldwide is in Germany. Three-quarters of the world's taxation literature refers to the German system.[citation needed] Under the German system, there are 118 laws, 185 forms, and 96,000 regulations, spending €3.7 billion to collect the income tax.[citation needed] In the United States, the IRS has about 1,177 forms and instructions,[41] 28.4111 megabytes of Internal Revenue Code[42] which contained 3.8 million words as of 1 February 2010,[43] numerous tax regulations in the Code of Federal Regulations,[44] and supplementary material in the Internal Revenue Bulletin.[45] Today, governments in more advanced economies (i.e. Europe and North America) tend to rely more on direct taxes, while developing economies (i.e. India and several African countries) rely more on indirect taxes.
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In economic terms, taxation transfers wealth from households or businesses to the government of a nation. Adam Smith writes in The Wealth of Nations that
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The side-effects of taxation (such as economic distortions) and theories about how best to tax are an important subject in microeconomics. Taxation is almost never a simple transfer of wealth. Economic theories of taxation approach the question of how to maximize economic welfare through taxation.
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A 2019 study looking at the impact of tax cuts for different income groups, it was tax cuts for low-income groups that had the greatest positive impact on employment growth.[47] Tax cuts for the wealthiest top 10% had a small impact.[47]
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Law establishes from whom a tax is collected. In many countries, taxes are imposed on business (such as corporate taxes or portions of payroll taxes). However, who ultimately pays the tax (the tax "burden") is determined by the marketplace as taxes become embedded into production costs. Economic theory suggests that the economic effect of tax does not necessarily fall at the point where it is legally levied. For instance, a tax on employment paid by employers will impact on the employee, at least in the long run. The greatest share of the tax burden tends to fall on the most inelastic factor involved—the part of the transaction which is affected least by a change in price. So, for instance, a tax on wages in a town will (at least in the long run) affect property-owners in that area.
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Depending on how quantities supplied and demanded vary with price (the "elasticities" of supply and demand), a tax can be absorbed by the seller (in the form of lower pre-tax prices), or by the buyer (in the form of higher post-tax prices). If the elasticity of supply is low, more of the tax will be paid by the supplier. If the elasticity of demand is low, more will be paid by the customer; and, contrariwise for the cases where those elasticities are high. If the seller is a competitive firm, the tax burden is distributed over the factors of production depending on the elasticities thereof; this includes workers (in the form of lower wages), capital investors (in the form of loss to shareholders), landowners (in the form of lower rents), entrepreneurs (in the form of lower wages of superintendence) and customers (in the form of higher prices).
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To show this relationship, suppose that the market price of a product is $1.00, and that a $0.50 tax is imposed on the product that, by law, is to be collected from the seller. If the product has an elastic demand, a greater portion of the tax will be absorbed by the seller. This is because goods with elastic demand cause a large decline in quantity demanded for a small increase in price. Therefore, in order to stabilize sales, the seller absorbs more of the additional tax burden. For example, the seller might drop the price of the product to $0.70 so that, after adding in the tax, the buyer pays a total of $1.20, or $0.20 more than he did before the $0.50 tax was imposed. In this example, the buyer has paid $0.20 of the $0.50 tax (in the form of a post-tax price) and the seller has paid the remaining $0.30 (in the form of a lower pre-tax price).[48]
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The purpose of taxation is to provide for government spending without inflation. The provision of public goods such as roads and other infrastructure, schools, a social safety net, health care, national defense, law enforcement, and a courts system increases the economic welfare of society if the benefit outweighs the costs involved.
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The existence of a tax can increase economic efficiency in some cases. If there is a negative externality associated with a good, meaning that it has negative effects not felt by the consumer, then a free market will trade too much of that good. By taxing the good, the government can increase overall welfare as well as raising revenue. This type of tax is called a Pigovian tax, after economist Arthur Pigou.
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Possible Pigovian taxes include those on polluting fuels (like petrol), taxes on goods which incur public healthcare costs (such as alcohol or tobacco), and charges for existing 'free' public goods (like congestion charging) are another possibility.
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Progressive taxation may reduce economic inequality. This effect occurs even when the tax revenue isn't redistributed.[citation needed]
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Most taxes (see below) have side effects that reduce economic welfare, either by mandating unproductive labor (compliance costs) or by creating distortions to economic incentives (deadweight loss and perverse incentives).[citation needed]
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Although governments must spend money on tax collection activities, some of the costs, particularly for keeping records and filling out forms, are borne by businesses and by private individuals. These are collectively called costs of compliance. More complex tax systems tend to have higher compliance costs. This fact can be used as the basis for practical or moral arguments in favor of tax simplification (such as the FairTax or OneTax, and some flat tax proposals).
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In the absence of negative externalities, the introduction of taxes into a market reduces economic efficiency by causing deadweight loss. In a competitive market the price of a particular economic good adjusts to ensure that all trades which benefit both the buyer and the seller of a good occur. The introduction of a tax causes the price received by the seller to be less than the cost to the buyer by the amount of the tax. This causes fewer transactions to occur, which reduces economic welfare; the individuals or businesses involved are less well off than before the tax. The tax burden and the amount of deadweight cost is dependent on the elasticity of supply and demand for the good taxed.
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Most taxes—including income tax and sales tax—can have significant deadweight costs. The only way to avoid deadweight costs in an economy that is generally competitive is to refrain from taxes that change economic incentives. Such taxes include the land value tax,[49] where the tax is on a good in completely inelastic supply, a lump sum tax such as a poll tax (head tax) which is paid by all adults regardless of their choices. Arguably a windfall profits tax which is entirely unanticipated can also fall into this category.
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Deadweight loss does not account for the effect taxes have in leveling the business playing field. Businesses that have more money are better suited to fend off competition. It is common that an industry with a small amount of very large corporations has a very high barrier of entry for new entrants coming into the marketplace. This is due to the fact that the larger the corporation, the better its position to negotiate with suppliers. Also, larger companies may be able to operate at low or even negative profits for extended periods of time, thus pushing out competition. More progressive taxation of profits, however, would reduce such barriers for new entrants, thereby increasing competition and ultimately benefiting consumers.[50]
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Complexity of the tax code in developed economies offer perverse tax incentives. The more details of tax policy there are, the more opportunities for legal tax avoidance and illegal tax evasion. These not only result in lost revenue, but involve additional costs: for instance, payments made for tax advice are essentially deadweight costs because they add no wealth to the economy. Perverse incentives also occur because of non-taxable 'hidden' transactions; for instance, a sale from one company to another might be liable for sales tax, but if the same goods were shipped from one branch of a corporation to another, no tax would be payable.
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To address these issues, economists often suggest simple and transparent tax structures which avoid providing loopholes. Sales tax, for instance, can be replaced with a value added tax which disregards intermediate transactions.
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Following Nicolas Kaldor's research, public finance in developing countries is strongly tied to state capacity and financial development. As state capacity develops, states not only increase the level of taxation but also the pattern of taxation. With the increase of larger tax bases and the diminish of the importance of trading tax, while income tax gains more importance.[51]
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According to Tilly's argument, state capacity evolves as response to the emergence of war. War is an incentive for states to raise tax and strengthen states capacity. Historically, many taxation breakthroughs took place during the wartime. The introduction of income tax in Britain was due to the Napoleonic War in 1798. US first introduce income tax during Civil War.[52]
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Taxation is constrained by the fiscal and legal capacities of a country.[53] Fiscal and legal capacities also complement each other. A well-designed tax system can minimize efficiency loss and boost economic growth. With better compliance and better support to financial institutions and individual property, the government will be able to collect more tax. Although wealthier countries have higher tax revenue, economic growth does not always translate to higher tax revenue. For example, in India, increases in exemptions leads to the stagnation of income tax revenue at around 0.5% of GDP since 1986.[54]
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Researchers for EPS PEAKS [55] stated that the core purpose of taxation is revenue mobilisation, providing resources for National Budgets, and forming an important part of macroeconomic management. They said economic theory has focused on the need to 'optimise' the system through balancing efficiency and equity, understanding the impacts on production, and consumption as well as distribution, redistribution, and welfare.
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They state that taxes and tax reliefs have also been used as a tool for behavioural change, to influence investment decisions, labour supply, consumption patterns, and positive and negative economic spill-overs (externalities), and ultimately, the promotion of economic growth and development. The tax system and its administration also play an important role in state-building and governance, as a principal form of 'social contract' between the state and citizens who can, as taxpayers, exert accountability on the state as a consequence.
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The researchers wrote that domestic revenue forms an important part of a developing country's public financing as it is more stable and predictable than Overseas Development Assistance and necessary for a country to be self-sufficient. They found that domestic revenue flows are, on average, already much larger than ODA, with aid worth less than 10% of collected taxes in Africa as a whole.
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However, in a quarter of African countries Overseas Development Assistance does exceed tax collection,[56] with these more likely to be non-resource-rich countries. This suggests countries making most progress replacing aid with tax revenue tend to be those benefiting disproportionately from rising prices of energy and commodities.
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The author[55] found tax revenue as a percentage of GDP varying greatly around a global average of 19%.[57] This data also indicates countries with higher GDP tend to have higher tax to GDP ratios, demonstrating that higher income is associated with more than proportionately higher tax revenue. On average, high-income countries have tax revenue as a percentage of GDP of around 22%, compared to 18% in middle-income countries and 14% in low-income countries.
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In high-income countries, the highest tax-to-GDP ratio is in Denmark at 47% and the lowest is in Kuwait at 0.8%, reflecting low taxes from strong oil revenues. Long-term average performance of tax revenue as a share of GDP in low-income countries has been largely stagnant, although most have shown some improvement in more recent years. On average, resource-rich countries have made the most progress, rising from 10% in the mid-1990s to around 17% in 2008. Non resource rich countries made some progress, with average tax revenues increasing from 10% to 15% over the same period.[58]
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Many low-income countries have a tax-to-GDP ratio of less than 15% which could be due to low tax potential, such as a limited taxable economic activity, or low tax effort due to policy choice, non-compliance, or administrative constraints.
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Some low-income countries have relatively high tax-to- GDP ratios due to resource tax revenues (e.g. Angola) or relatively efficient tax administration (e.g. Kenya, Brazil) whereas some middle-income countries have lower tax-to-GDP ratios (e.g. Malaysia) which reflect a more tax-friendly policy choice.
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While overall tax revenues have remained broadly constant, the global trend shows trade taxes have been declining as a proportion of total revenues(IMF, 2011), with the share of revenue shifting away from border trade taxes towards domestically levied sales taxes on goods and services. Low-income countries tend to have a higher dependence on trade taxes, and a smaller proportion of income and consumption taxes, when compared to high income countries.[59]
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One indicator of the taxpaying experience was captured in the 'Doing Business' survey,[60] which compares the total tax rate, time spent complying with tax procedures and the number of payments required through the year, across 176 countries. The 'easiest' countries in which to pay taxes are located in the Middle East with the UAE ranking first, followed by Qatar and Saudi Arabia, most likely reflecting low tax regimes in those countries. Countries in Sub-Saharan Africa are among the 'hardest' to pay with the Central African Republic, Republic of Congo, Guinea and Chad in the bottom 5, reflecting higher total tax rates and a greater administrative burden to comply.
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The below facts were compiled by EPS PEAKS researchers:[55]
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Aid interventions in revenue can support revenue mobilisation for growth, improve tax system design and administrative effectiveness, and strengthen governance and compliance.[55] The author of the Economics Topic Guide found that the best aid modalities for revenue depend on country circumstances, but should aim to align with government interests and facilitate effective planning and implementation of activities under an evidence-based tax reform. Lastly, she found that identifying areas for further reform requires country-specific diagnostic assessment: broad areas for developing countries identified internationally (e.g. IMF) include, for example property taxation for local revenues, strengthening expenditure management, and effective taxation of extractive industries and multinationals.[55]
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According to most political philosophies, taxes are justified as they fund activities that are necessary and beneficial to society. Additionally, progressive taxation can be used to reduce economic inequality in a society. According to this view, taxation in modern nation-states benefit the majority of the population and social development.[73] A common presentation of this view, paraphrasing various statements by Oliver Wendell Holmes Jr. is "Taxes are the price of civilization".[74]
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It can also be argued that in a democracy, because the government is the party performing the act of imposing taxes, society as a whole decides how the tax system should be organized.[75] The American Revolution's "No taxation without representation" slogan implied this view. For traditional conservatives, the payment of taxation is justified as part of the general obligations of citizens to obey the law and support established institutions. The conservative position is encapsulated in perhaps the most famous adage of public finance, "An old tax is a good tax".[76] Conservatives advocate the "fundamental conservative premise that no one should be excused from paying for government, lest they come to believe that government is costless to them with the certain consequence that they will demand more government 'services'."[77] Social democrats generally favor higher levels of taxation to fund public provision of a wide range of services such as universal health care and education, as well as the provision of a range of welfare benefits.[78] As argued by Anthony Crosland and others, the capacity to tax income from capital is a central element of the social democratic case for a mixed economy as against Marxist arguments for comprehensive public ownership of capital.[79] American libertarians recommend a minimal level of taxation in order to maximize the protection of liberty.[citation needed]
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Compulsory taxation of individuals, such as income tax, is often justified on grounds including territorial sovereignty, and the social contract. Defenders of business taxation argue that it is an efficient method of taxing income that ultimately flows to individuals, or that separate taxation of business is justified on the grounds that commercial activity necessarily involves use of publicly established and maintained economic infrastructure, and that businesses are in effect charged for this use.[80] Georgist economists argue that all of the economic rent collected from natural resources (land, mineral extraction, fishing quotas, etc.) is unearned income, and belongs to the community rather than any individual. They advocate a high tax (the "Single Tax") on land and other natural resources to return this unearned income to the state, but no other taxes.
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Because payment of tax is compulsory and enforced by the legal system, rather than voluntary like crowdfunding, some political philosophies view taxation as theft, extortion, (or as slavery, or as a violation of property rights), or tyranny, accusing the government of levying taxes via force and coercive means.[81] Objectivists, anarcho-capitalists, and right-wing libertarians see taxation as government aggression (see non-aggression principle). The view that democracy legitimizes taxation is rejected by those who argue that all forms of government, including laws chosen by democratic means, are fundamentally oppressive. According to Ludwig von Mises, "society as a whole" should not make such decisions, due to methodological individualism.[82] Libertarian opponents of taxation claim that governmental protection, such as police and defense forces might be replaced by market alternatives such as private defense agencies, arbitration agencies or voluntary contributions.[83]
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Karl Marx assumed that taxation would be unnecessary after the advent of communism and looked forward to the "withering away of the state". In socialist economies such as that of China, taxation played a minor role, since most government income was derived from the ownership of enterprises, and it was argued by some that monetary taxation was not necessary.[84] While the morality of taxation is sometimes questioned, most arguments about taxation revolve around the degree and method of taxation and associated government spending, not taxation itself.
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Tax choice is the theory that taxpayers should have more control with how their individual taxes are allocated. If taxpayers could choose which government organizations received their taxes, opportunity cost decisions would integrate their partial knowledge.[85] For example, a taxpayer who allocated more of his taxes on public education would have less to allocate on public healthcare. Supporters argue that allowing taxpayers to demonstrate their preferences would help ensure that the government succeeds at efficiently producing the public goods that taxpayers truly value.[86] This would end real estate speculation, business cycles, unemployment and distribute wealth much more evenly. Joseph Stiglitz's Henry George Theorem predicts its sufficiency because—as George also noted—public spending raises land value.
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Geoists (Georgists and geolibertarians) state that taxation should primarily collect economic rent, in particular the value of land, for both reasons of economic efficiency as well as morality. The efficiency of using economic rent for taxation is (as economists agree[87][88][89]) due to the fact that such taxation cannot be passed on and does not create any dead-weight loss, and that it removes the incentive to speculate on land.[90] Its morality is based on the Geoist premise that private property is justified for products of labour but not for land and natural resources.[91]
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Economist and social reformer Henry George opposed sales taxes and protective tariffs for their negative impact on trade.[92] He also believed in the right of each person to the fruits of their own labour and productive investment. Therefore, income from labour and proper capital should remain untaxed. For this reason many Geoists—in particular those that call themselves geolibertarian—share the view with libertarians that these types of taxation (but not all) are immoral and even theft. George stated there should be one single tax: the Land Value Tax, which is considered both efficient and moral.[91] Demand for specific land is dependent on nature, but even more so on the presence of communities, trade, and government infrastructure, particularly in urban environments. Therefore, the economic rent of land is not the product of one particular individual and it may be claimed for public expenses. According to George, this would end real estate bubbles, business cycles, unemployment and distribute wealth much more evenly.[91] Joseph Stiglitz's Henry George Theorem predicts its sufficiency for financing public goods because those raise land value.[93]
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John Locke stated that whenever labour is mixed with natural resources, such as is the case with improved land, private property is justified under the proviso that there must be enough other natural resources of the same quality available to others.[94] Geoists state that the Lockean proviso is violated wherever land value is greater than zero. Therefore, under the assumed principle of equal rights of all people to natural resources, the occupier of any such land must compensate the rest of society to the amount of that value. For this reason, geoists generally believe that such payment cannot be regarded as a true 'tax', but rather a compensation or fee.[95] This means that while Geoists also regard taxation as an instrument of social justice, contrary to social democrats and social liberals they do not regard it as an instrument of redistribution but rather a 'predistribution' or simply a correct distribution of the commons.[96]
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Modern geoists note that land in the classical economic meaning of the word referred to all natural resources, and thus also includes resources such as mineral deposits, water bodies and the electromagnetic spectrum, to which privileged access also generates economic rent that must be compensated. Under the same reasoning most of them also consider pigouvian taxes as compensation for environmental damage or privilege as acceptable and even necessary.[97][98]
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In economics, the Laffer curve is a theoretical representation of the relationship between government revenue raised by taxation and all possible rates of taxation. It is used to illustrate the concept of taxable income elasticity (that taxable income will change in response to changes in the rate of taxation). The curve is constructed by thought experiment. First, the amount of tax revenue raised at the extreme tax rates of 0% and 100% is considered. It is clear that a 0% tax rate raises no revenue, but the Laffer curve hypothesis is that a 100% tax rate will also generate no revenue because at such a rate there is no longer any incentive for a rational taxpayer to earn any income, thus the revenue raised will be 100% of nothing. If both a 0% rate and 100% rate of taxation generate no revenue, it follows from the extreme value theorem that there must exist at least one rate in between where tax revenue would be a maximum. The Laffer curve is typically represented as a graph which starts at 0% tax, zero revenue, rises to a maximum rate of revenue raised at an intermediate rate of taxation and then falls again to zero revenue at a 100% tax rate.
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One potential result of the Laffer curve is that increasing tax rates beyond a certain point will become counterproductive for raising further tax revenue. A hypothetical Laffer curve for any given economy can only be estimated and such estimates are sometimes controversial. The New Palgrave Dictionary of Economics reports that estimates of revenue-maximizing tax rates have varied widely, with a mid-range of around 70%.[99]
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Most governments take revenue which exceeds that which can be provided by non-distortionary taxes or through taxes which give a double dividend. Optimal taxation theory is the branch of economics that considers how taxes can be structured to give the least deadweight costs, or to give the best outcomes in terms of social welfare. The Ramsey problem deals with minimizing deadweight costs. Because deadweight costs are related to the elasticity of supply and demand for a good, it follows that putting the highest tax rates on the goods for which there is most inelastic supply and demand will result in the least overall deadweight costs. Some economists sought to integrate optimal tax theory with the social welfare function, which is the economic expression of the idea that equality is valuable to a greater or lesser extent. If individuals experience diminishing returns from income, then the optimum distribution of income for society involves a progressive income tax. Mirrlees optimal income tax is a detailed theoretical model of the optimum progressive income tax along these lines. Over the last years the validity of the theory of optimal taxation was discussed by many political economists.[100]
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Taxes are most often levied as a percentage, called the tax rate. An important distinction when talking about tax rates is to distinguish between the marginal rate and the effective tax rate. The effective rate is the total tax paid divided by the total amount the tax is paid on, while the marginal rate is the rate paid on the next dollar of income earned. For example, if income is taxed on a formula of 5% from $0 up to $50,000, 10% from $50,000 to $100,000, and 15% over $100,000, a taxpayer with income of $175,000 would pay a total of $18,750 in taxes.
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Impressionism is a 19th-century art movement characterized by relatively small, thin, yet visible brush strokes, open composition, emphasis on accurate depiction of light in its changing qualities (often accentuating the effects of the passage of time), ordinary subject matter, inclusion of movement as a crucial element of human perception and experience, and unusual visual angles. Impressionism originated with a group of Paris-based artists whose independent exhibitions brought them to prominence during the 1870s and 1880s.
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The Impressionists faced harsh opposition from the conventional art community in France. The name of the style derives from the title of a Claude Monet work, Impression, soleil levant (Impression, Sunrise), which provoked the critic Louis Leroy to coin the term in a satirical review published in the Parisian newspaper Le Charivari.
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The development of Impressionism in the visual arts was soon followed by analogous styles in other media that became known as impressionist music and impressionist literature.
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Radicals in their time, early Impressionists violated the rules of academic painting. They constructed their pictures from freely brushed colours that took precedence over lines and contours, following the example of painters such as Eugène Delacroix and J. M. W. Turner. They also painted realistic scenes of modern life, and often painted outdoors. Previously, still lifes and portraits as well as landscapes were usually painted in a studio.[1] The Impressionists found that they could capture the momentary and transient effects of sunlight by painting outdoors or en plein air. They portrayed overall visual effects instead of details, and used short "broken" brush strokes of mixed and pure unmixed colour—not blended smoothly or shaded, as was customary—to achieve an effect of intense colour vibration.
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Impressionism emerged in France at the same time that a number of other painters, including the Italian artists known as the Macchiaioli, and Winslow Homer in the United States, were also exploring plein-air painting. The Impressionists, however, developed new techniques specific to the style. Encompassing what its adherents argued was a different way of seeing, it is an art of immediacy and movement, of candid poses and compositions, of the play of light expressed in a bright and varied use of colour.
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The public, at first hostile, gradually came to believe that the Impressionists had captured a fresh and original vision, even if the art critics and art establishment disapproved of the new style. By recreating the sensation in the eye that views the subject, rather than delineating the details of the subject, and by creating a welter of techniques and forms, Impressionism is a precursor of various painting styles, including Neo-Impressionism, Post-Impressionism, Fauvism, and Cubism.
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In the middle of the 19th century—a time of change, as Emperor Napoleon III rebuilt Paris and waged war—the Académie des Beaux-Arts dominated French art. The Académie was the preserver of traditional French painting standards of content and style. Historical subjects, religious themes, and portraits were valued; landscape and still life were not. The Académie preferred carefully finished images that looked realistic when examined closely. Paintings in this style were made up of precise brush strokes carefully blended to hide the artist's hand in the work.[3] Colour was restrained and often toned down further by the application of a golden varnish.[4]
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The Académie had an annual, juried art show, the Salon de Paris, and artists whose work was displayed in the show won prizes, garnered commissions, and enhanced their prestige. The standards of the juries represented the values of the Académie, represented by the works of such artists as Jean-Léon Gérôme and Alexandre Cabanel.
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In the early 1860s, four young painters—Claude Monet, Pierre-Auguste Renoir, Alfred Sisley, and Frédéric Bazille—met while studying under the academic artist Charles Gleyre. They discovered that they shared an interest in painting landscape and contemporary life rather than historical or mythological scenes. Following a practice that had become increasingly popular by mid-century, they often ventured into the countryside together to paint in the open air,[5] but not for the purpose of making sketches to be developed into carefully finished works in the studio, as was the usual custom.[6] By painting in sunlight directly from nature, and making bold use of the vivid synthetic pigments that had become available since the beginning of the century, they began to develop a lighter and brighter manner of painting that extended further the Realism of Gustave Courbet and the Barbizon school. A favourite meeting place for the artists was the Café Guerbois on Avenue de Clichy in Paris, where the discussions were often led by Édouard Manet, whom the younger artists greatly admired. They were soon joined by Camille Pissarro, Paul Cézanne, and Armand Guillaumin.[7]
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During the 1860s, the Salon jury routinely rejected about half of the works submitted by Monet and his friends in favour of works by artists faithful to the approved style.[8] In 1863, the Salon jury rejected Manet's The Luncheon on the Grass (Le déjeuner sur l'herbe) primarily because it depicted a nude woman with two clothed men at a picnic. While the Salon jury routinely accepted nudes in historical and allegorical paintings, they condemned Manet for placing a realistic nude in a contemporary setting.[9] The jury's severely worded rejection of Manet's painting appalled his admirers, and the unusually large number of rejected works that year perturbed many French artists.
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After Emperor Napoleon III saw the rejected works of 1863, he decreed that the public be allowed to judge the work themselves, and the Salon des Refusés (Salon of the Refused) was organized. While many viewers came only to laugh, the Salon des Refusés drew attention to the existence of a new tendency in art and attracted more visitors than the regular Salon.[10]
|
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Artists' petitions requesting a new Salon des Refusés in 1867, and again in 1872, were denied. In December 1873, Monet, Renoir, Pissarro, Sisley, Cézanne, Berthe Morisot, Edgar Degas and several other artists founded the Société Anonyme Coopérative des Artistes Peintres, Sculpteurs, Graveurs ("Cooperative and Anonymous Association of Painters, Sculptors, and Engravers") to exhibit their artworks independently.[11] Members of the association were expected to forswear participation in the Salon.[12] The organizers invited a number of other progressive artists to join them in their inaugural exhibition, including the older Eugène Boudin, whose example had first persuaded Monet to adopt plein air painting years before.[13] Another painter who greatly influenced Monet and his friends, Johan Jongkind, declined to participate, as did Édouard Manet. In total, thirty artists participated in their first exhibition, held in April 1874 at the studio of the photographer Nadar.
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The critical response was mixed. Monet and Cézanne received the harshest attacks. Critic and humorist Louis Leroy wrote a scathing review in the newspaper Le Charivari in which, making wordplay with the title of Claude Monet's Impression, Sunrise (Impression, soleil levant), he gave the artists the name by which they became known. Derisively titling his article The Exhibition of the Impressionists, Leroy declared that Monet's painting was at most, a sketch, and could hardly be termed a finished work.
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He wrote, in the form of a dialog between viewers,
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The term Impressionist quickly gained favour with the public. It was also accepted by the artists themselves, even though they were a diverse group in style and temperament, unified primarily by their spirit of independence and rebellion. They exhibited together—albeit with shifting membership—eight times between 1874 and 1886. The Impressionists' style, with its loose, spontaneous brushstrokes, would soon become synonymous with modern life.[4]
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Monet, Sisley, Morisot, and Pissarro may be considered the "purest" Impressionists, in their consistent pursuit of an art of spontaneity, sunlight, and colour. Degas rejected much of this, as he believed in the primacy of drawing over colour and belittled the practice of painting outdoors.[15] Renoir turned away from Impressionism for a time during the 1880s, and never entirely regained his commitment to its ideas. Édouard Manet, although regarded by the Impressionists as their leader,[16] never abandoned his liberal use of black as a colour (while Impressionists avoided its use and preferred to obtain darker colours by mixing), and never participated in the Impressionist exhibitions. He continued to submit his works to the Salon, where his painting Spanish Singer had won a 2nd class medal in 1861, and he urged the others to do likewise, arguing that "the Salon is the real field of battle" where a reputation could be made.[17]
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Among the artists of the core group (minus Bazille, who had died in the Franco-Prussian War in 1870), defections occurred as Cézanne, followed later by Renoir, Sisley, and Monet, abstained from the group exhibitions so they could submit their works to the Salon. Disagreements arose from issues such as Guillaumin's membership in the group, championed by Pissarro and Cézanne against opposition from Monet and Degas, who thought him unworthy.[18] Degas invited Mary Cassatt to display her work in the 1879 exhibition, but also insisted on the inclusion of Jean-François Raffaëlli, Ludovic Lepic, and other realists who did not represent Impressionist practices, causing Monet in 1880 to accuse the Impressionists of "opening doors to first-come daubers".[19] The group divided over invitations to Paul Signac and Georges Seurat to exhibit with them in 1886. Pissarro was the only artist to show at all eight Impressionist exhibitions.
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The individual artists achieved few financial rewards from the Impressionist exhibitions, but their art gradually won a degree of public acceptance and support. Their dealer, Durand-Ruel, played a major role in this as he kept their work before the public and arranged shows for them in London and New York. Although Sisley died in poverty in 1899, Renoir had a great Salon success in 1879.[20] Monet became secure financially during the early 1880s and so did Pissarro by the early 1890s. By this time the methods of Impressionist painting, in a diluted form, had become commonplace in Salon art.[21]
|
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French painters who prepared the way for Impressionism include the Romantic colourist Eugène Delacroix, the leader of the realists Gustave Courbet, and painters of the Barbizon school such as Théodore Rousseau. The Impressionists learned much from the work of Johan Barthold Jongkind, Jean-Baptiste-Camille Corot and Eugène Boudin, who painted from nature in a direct and spontaneous style that prefigured Impressionism, and who befriended and advised the younger artists.
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A number of identifiable techniques and working habits contributed to the innovative style of the Impressionists. Although these methods had been used by previous artists—and are often conspicuous in the work of artists such as Frans Hals, Diego Velázquez, Peter Paul Rubens, John Constable, and J. M. W. Turner—the Impressionists were the first to use them all together, and with such consistency. These techniques include:
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New technology played a role in the development of the style. Impressionists took advantage of the mid-century introduction of premixed paints in tin tubes (resembling modern toothpaste tubes), which allowed artists to work more spontaneously, both outdoors and indoors.[22] Previously, painters made their own paints individually, by grinding and mixing dry pigment powders with linseed oil, which were then stored in animal bladders.[23]
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Many vivid synthetic pigments became commercially available to artists for the first time during the 19th century. These included cobalt blue, viridian, cadmium yellow, and synthetic ultramarine blue, all of which were in use by the 1840s, before Impressionism.[24] The Impressionists' manner of painting made bold use of these pigments, and of even newer colours such as cerulean blue,[4] which became commercially available to artists in the 1860s.[24]
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The Impressionists' progress toward a brighter style of painting was gradual. During the 1860s, Monet and Renoir sometimes painted on canvases prepared with the traditional red-brown or grey ground.[25] By the 1870s, Monet, Renoir, and Pissarro usually chose to paint on grounds of a lighter grey or beige colour, which functioned as a middle tone in the finished painting.[25] By the 1880s, some of the Impressionists had come to prefer white or slightly off-white grounds, and no longer allowed the ground colour a significant role in the finished painting.[26]
|
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Prior to the Impressionists, other painters, notably such 17th-century Dutch painters as Jan Steen, had emphasized common subjects, but their methods of composition were traditional. They arranged their compositions so that the main subject commanded the viewer's attention. J. M. W. Turner, while an artist of the Romantic era, anticipated the style of impressionism with his artwork.[27] The Impressionists relaxed the boundary between subject and background so that the effect of an Impressionist painting often resembles a snapshot, a part of a larger reality captured as if by chance.[28] Photography was gaining popularity, and as cameras became more portable, photographs became more candid. Photography inspired Impressionists to represent momentary action, not only in the fleeting lights of a landscape, but in the day-to-day lives of people.[29][30]
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The development of Impressionism can be considered partly as a reaction by artists to the challenge presented by photography, which seemed to devalue the artist's skill in reproducing reality. Both portrait and landscape paintings were deemed somewhat deficient and lacking in truth as photography "produced lifelike images much more efficiently and reliably".[31]
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In spite of this, photography actually inspired artists to pursue other means of creative expression, and rather than compete with photography to emulate reality, artists focused "on the one thing they could inevitably do better than the photograph—by further developing into an art form its very subjectivity in the conception of the image, the very subjectivity that photography eliminated".[31] The Impressionists sought to express their perceptions of nature, rather than create exact representations. This allowed artists to depict subjectively what they saw with their "tacit imperatives of taste and conscience".[32] Photography encouraged painters to exploit aspects of the painting medium, like colour, which photography then lacked: "The Impressionists were the first to consciously offer a subjective alternative to the photograph".[31]
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Another major influence was Japanese ukiyo-e art prints (Japonism). The art of these prints contributed significantly to the "snapshot" angles and unconventional compositions that became characteristic of Impressionism. An example is Monet's Jardin à Sainte-Adresse, 1867, with its bold blocks of colour and composition on a strong diagonal slant showing the influence of Japanese prints[34]
|
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Edgar Degas was both an avid photographer and a collector of Japanese prints.[35] His The Dance Class (La classe de danse) of 1874 shows both influences in its asymmetrical composition. The dancers are seemingly caught off guard in various awkward poses, leaving an expanse of empty floor space in the lower right quadrant. He also captured his dancers in sculpture, such as the Little Dancer of Fourteen Years.
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Impressionists, in varying degrees, were looking for ways to depict visual experience and contemporary subjects.[36] Women Impressionists were interested in these same ideals but had many social and career limitations compared to male Impressionists. In particular, they were excluded from the imagery of the bourgeois social sphere of the boulevard, cafe, and dance hall.[37] As well as imagery, women were excluded from the formative discussions that resulted in meetings in those places; that was where male Impressionists were able to form and share ideas about Impressionism.[37] In the academic realm, women were believed to be incapable of handling complex subjects which led teachers to restrict what they taught female students.[38] It was also considered unladylike to excel in art since women's true talents were then believed to center on homemaking and mothering.[38]
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Yet several women were able to find success during their lifetime, even though their careers were affected by personal circumstances – Bracquemond, for example, had a husband who was resentful of her work which caused her to give up painting.[39] The four most well known, namely, Mary Cassatt, Eva Gonzalès, Marie Bracquemond, and Berthe Morisot, are, and were, often referred to as the 'Women Impressionists'. Their participation in the series of eight Impressionist exhibitions that took place in Paris from 1874 to 1886 varied: Morisot participated in seven, Cassatt in four, Bracquemond in three, and Gonzalès did not participate.[39][40]
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The critics of the time lumped these four together without regard to their personal styles, techniques, or subject matter.[41] Critics viewing their works at the exhibitions often attempted to acknowledge the women artists' talents but circumscribed them within a limited notion of femininity.[42] Arguing for the suitability of Impressionist technique to women's manner of perception, Parisian critic S.C. de Soissons wrote:
|
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One can understand that women have no originality of thought, and that literature and music have no feminine character; but surely women know how to observe, and what they see is quite different from that which men see, and the art which they put in their gestures, in their toilet, in the decoration of their environment is sufficient to give is the idea of an instinctive, of a peculiar genius which resides in each one of them.[43]
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While Impressionism legitimized the domestic social life as subject matter, of which women had intimate knowledge, it also tended to limit them to that subject matter. Portrayals of often-identifiable sitters in domestic settings (which could offer commissions) were dominant in the exhibitions.[44] The subjects of the paintings were often women interacting with their environment by either their gaze or movement. Cassatt, in particular, was aware of her placement of subjects: she kept her predominantly female figures from objectification and cliche; when they are not reading, they converse, sew, drink tea, and when they are inactive, they seem lost in thought.[45]
|
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The women Impressionists, like their male counterparts, were striving for "truth," for new ways of seeing and new painting techniques; each artist had an individual painting style.[46] Women Impressionists (particularly Morisot and Cassatt) were conscious of the balance of power between women and objects in their paintings – the bourgeois women depicted are not defined by decorative objects, but instead, interact with and dominate the things with which they live.[47] There are many similarities in their depictions of women who seem both at ease and subtly confined.[48] Gonzalès' Box at the Italian Opera depicts a woman staring into the distance, at ease in a social sphere but confined by the box and the man standing next to her. Cassatt's painting Young Girl at a Window is brighter in color but remains constrained by the canvas edge as she looks out the window.
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Despite their success in their ability to have a career and Impressionism's demise attributed to its allegedly feminine characteristics (its sensuality, dependence on sensation, physicality, and fluidity) the four women artists (and other, lesser-known women Impressionists) were largely omitted from art historical textbooks covering Impressionist artists until Tamar Garb's Women Impressionists published in 1986.[49] For example, Impressionism by Jean Leymarie, published in 1955 included no information on any women Impressionists.
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|
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The central figures in the development of Impressionism in France,[50][51] listed alphabetically, were:
|
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Frédéric Bazille, Paysage au bord du Lez, 1870, Minneapolis Institute of Art
|
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77 |
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Alfred Sisley, Bridge at Villeneuve-la-Garenne, 1872, Metropolitan Museum of Art
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79 |
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Berthe Morisot, The Cradle, 1872, Musée d'Orsay
|
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|
81 |
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Armand Guillaumin, Sunset at Ivry (Soleil couchant à Ivry), 1873, Musée d'Orsay
|
82 |
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|
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Édouard Manet, Boating, 1874, Metropolitan Museum of Art
|
84 |
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|
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Alfred Sisley, La Seine au Point du jour, 1877, Museum of modern art André Malraux - MuMa, Le Havre
|
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|
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Édouard Manet, The Plum, 1878, National Gallery of Art, Washington, D.C.
|
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Édouard Manet, A Bar at the Folies-Bergère (Un Bar aux Folies-Bergère), 1882, Courtauld Institute of Art
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Edgar Degas, After the Bath, Woman Drying Herself, c. 1884–1886 (reworked between 1890 and 1900), MuMa, Le Havre
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Edgar Degas, L'Absinthe, 1876, Musée d'Orsay, Paris
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Edgar Degas, Dancer with a Bouquet of Flowers (Star of the Ballet), 1878, Getty Center, Los Angeles
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Edgar Degas, Woman in the Bath, 1886, Hill–Stead Museum, Farmington, Connecticut
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Edgar Degas, Dancers at The Bar, 1888, The Phillips Collection, Washington, D.C.
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Gustave Caillebotte, Paris Street; Rainy Day, 1877, Art Institute of Chicago
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Pierre-Auguste Renoir, La Parisienne, 1874, National Museum Cardiff
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Pierre-Auguste Renoir, Portrait of Irène Cahen d'Anvers (La Petite Irène), 1880, Foundation E.G. Bührle, Zürich
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Pierre-Auguste Renoir, Two Sisters (On the Terrace), 1881, Art Institute of Chicago
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Pierre-Auguste Renoir, Girl with a Hoop, 1885, National Gallery of Art, Washington, D.C.
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Claude Monet, The Cliff at Étretat after the Storm, 1885, Clark Art Institute, Williamstown, Massachusetts
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Mary Cassatt, The Child's Bath (The Bath), 1893, oil on canvas, Art Institute of Chicago
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Berthe Morisot, Portrait of Mme Boursier and Her Daughter, c. 1873, Brooklyn Museum
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Claude Monet, Le Grand Canal, 1908, Museum of Fine Arts, Boston
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The Impressionists
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Among the close associates of the Impressionists were several painters who adopted their methods to some degree. These include Jean-Louis Forain (who participated in Impressionist exhibitions in 1879, 1880, 1881 and 1886)[54] and Giuseppe De Nittis, an Italian artist living in Paris who participated in the first Impressionist exhibit at the invitation of Degas, although the other Impressionists disparaged his work.[55] Federico Zandomeneghi was another Italian friend of Degas who showed with the Impressionists. Eva Gonzalès was a follower of Manet who did not exhibit with the group. James Abbott McNeill Whistler was an American-born painter who played a part in Impressionism although he did not join the group and preferred grayed colours. Walter Sickert, an English artist, was initially a follower of Whistler, and later an important disciple of Degas; he did not exhibit with the Impressionists. In 1904 the artist and writer Wynford Dewhurst wrote the first important study of the French painters published in English, Impressionist Painting: its genesis and development, which did much to popularize Impressionism in Great Britain.
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By the early 1880s, Impressionist methods were affecting, at least superficially, the art of the Salon. Fashionable painters such as Jean Béraud and Henri Gervex found critical and financial success by brightening their palettes while retaining the smooth finish expected of Salon art.[56] Works by these artists are sometimes casually referred to as Impressionism, despite their remoteness from Impressionist practice.
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The influence of the French Impressionists lasted long after most of them had died. Artists like J.D. Kirszenbaum were borrowing Impressionist techniques throughout the twentieth century.
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As the influence of Impressionism spread beyond France, artists, too numerous to list, became identified as practitioners of the new style. Some of the more important examples are:
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The sculptor Auguste Rodin is sometimes called an Impressionist for the way he used roughly modeled surfaces to suggest transient light effects.[57]
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Pictorialist photographers whose work is characterized by soft focus and atmospheric effects have also been called Impressionists.
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French Impressionist Cinema is a term applied to a loosely defined group of films and filmmakers in France from 1919–1929, although these years are debatable. French Impressionist filmmakers include Abel Gance, Jean Epstein, Germaine Dulac, Marcel L’Herbier, Louis Delluc, and Dmitry Kirsanoff.
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Musical Impressionism is the name given to a movement in European classical music that arose in the late 19th century and continued into the middle of the 20th century. Originating in France, musical Impressionism is characterized by suggestion and atmosphere, and eschews the emotional excesses of the Romantic era. Impressionist composers favoured short forms such as the nocturne, arabesque, and prelude, and often explored uncommon scales such as the whole tone scale. Perhaps the most notable innovations of Impressionist composers were the introduction of major 7th chords and the extension of chord structures in 3rds to five- and six-part harmonies.
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The influence of visual Impressionism on its musical counterpart is debatable. Claude Debussy and Maurice Ravel are generally considered the greatest Impressionist composers, but Debussy disavowed the term, calling it the invention of critics. Erik Satie was also considered in this category, though his approach was regarded as less serious, more musical novelty in nature. Paul Dukas is another French composer sometimes considered an Impressionist, but his style is perhaps more closely aligned to the late Romanticists. Musical Impressionism beyond France includes the work of such composers as Ottorino Respighi (Italy), Ralph Vaughan Williams, Cyril Scott, and John Ireland (England), Manuel De Falla and Isaac Albeniz (Spain), and Charles Griffes (America).
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The term Impressionism has also been used to describe works of literature in which a few select details suffice to convey the sensory impressions of an incident or scene. Impressionist literature is closely related to Symbolism, with its major exemplars being Baudelaire, Mallarmé, Rimbaud, and Verlaine. Authors such as Virginia Woolf, D.H. Lawrence, and Joseph Conrad have written works that are Impressionistic in the way that they describe, rather than interpret, the impressions, sensations and emotions that constitute a character's mental life.
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During the 1880s several artists began to develop different precepts for the use of colour, pattern, form, and line, derived from the Impressionist example: Vincent van Gogh, Paul Gauguin, Georges Seurat, and Henri de Toulouse-Lautrec. These artists were slightly younger than the Impressionists, and their work is known as post-Impressionism. Some of the original Impressionist artists also ventured into this new territory; Camille Pissarro briefly painted in a pointillist manner, and even Monet abandoned strict plein air painting. Paul Cézanne, who participated in the first and third Impressionist exhibitions, developed a highly individual vision emphasising pictorial structure, and he is more often called a post-Impressionist. Although these cases illustrate the difficulty of assigning labels, the work of the original Impressionist painters may, by definition, be categorised as Impressionism.
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Georges Seurat, A Sunday Afternoon on the Island of La Grande Jatte, 1884–1886, The Art Institute of Chicago
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Vincent van Gogh, Cypresses, 1889, Metropolitan Museum of Art
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Paul Gauguin, The Midday Nap, 1894, Metropolitan Museum of Art
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Paul Cézanne, The Card Players, 1894–1895, Musée d'Orsay, Paris
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1 |
+
Impressionism is a 19th-century art movement characterized by relatively small, thin, yet visible brush strokes, open composition, emphasis on accurate depiction of light in its changing qualities (often accentuating the effects of the passage of time), ordinary subject matter, inclusion of movement as a crucial element of human perception and experience, and unusual visual angles. Impressionism originated with a group of Paris-based artists whose independent exhibitions brought them to prominence during the 1870s and 1880s.
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The Impressionists faced harsh opposition from the conventional art community in France. The name of the style derives from the title of a Claude Monet work, Impression, soleil levant (Impression, Sunrise), which provoked the critic Louis Leroy to coin the term in a satirical review published in the Parisian newspaper Le Charivari.
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The development of Impressionism in the visual arts was soon followed by analogous styles in other media that became known as impressionist music and impressionist literature.
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Radicals in their time, early Impressionists violated the rules of academic painting. They constructed their pictures from freely brushed colours that took precedence over lines and contours, following the example of painters such as Eugène Delacroix and J. M. W. Turner. They also painted realistic scenes of modern life, and often painted outdoors. Previously, still lifes and portraits as well as landscapes were usually painted in a studio.[1] The Impressionists found that they could capture the momentary and transient effects of sunlight by painting outdoors or en plein air. They portrayed overall visual effects instead of details, and used short "broken" brush strokes of mixed and pure unmixed colour—not blended smoothly or shaded, as was customary—to achieve an effect of intense colour vibration.
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9 |
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Impressionism emerged in France at the same time that a number of other painters, including the Italian artists known as the Macchiaioli, and Winslow Homer in the United States, were also exploring plein-air painting. The Impressionists, however, developed new techniques specific to the style. Encompassing what its adherents argued was a different way of seeing, it is an art of immediacy and movement, of candid poses and compositions, of the play of light expressed in a bright and varied use of colour.
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The public, at first hostile, gradually came to believe that the Impressionists had captured a fresh and original vision, even if the art critics and art establishment disapproved of the new style. By recreating the sensation in the eye that views the subject, rather than delineating the details of the subject, and by creating a welter of techniques and forms, Impressionism is a precursor of various painting styles, including Neo-Impressionism, Post-Impressionism, Fauvism, and Cubism.
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|
13 |
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In the middle of the 19th century—a time of change, as Emperor Napoleon III rebuilt Paris and waged war—the Académie des Beaux-Arts dominated French art. The Académie was the preserver of traditional French painting standards of content and style. Historical subjects, religious themes, and portraits were valued; landscape and still life were not. The Académie preferred carefully finished images that looked realistic when examined closely. Paintings in this style were made up of precise brush strokes carefully blended to hide the artist's hand in the work.[3] Colour was restrained and often toned down further by the application of a golden varnish.[4]
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The Académie had an annual, juried art show, the Salon de Paris, and artists whose work was displayed in the show won prizes, garnered commissions, and enhanced their prestige. The standards of the juries represented the values of the Académie, represented by the works of such artists as Jean-Léon Gérôme and Alexandre Cabanel.
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In the early 1860s, four young painters—Claude Monet, Pierre-Auguste Renoir, Alfred Sisley, and Frédéric Bazille—met while studying under the academic artist Charles Gleyre. They discovered that they shared an interest in painting landscape and contemporary life rather than historical or mythological scenes. Following a practice that had become increasingly popular by mid-century, they often ventured into the countryside together to paint in the open air,[5] but not for the purpose of making sketches to be developed into carefully finished works in the studio, as was the usual custom.[6] By painting in sunlight directly from nature, and making bold use of the vivid synthetic pigments that had become available since the beginning of the century, they began to develop a lighter and brighter manner of painting that extended further the Realism of Gustave Courbet and the Barbizon school. A favourite meeting place for the artists was the Café Guerbois on Avenue de Clichy in Paris, where the discussions were often led by Édouard Manet, whom the younger artists greatly admired. They were soon joined by Camille Pissarro, Paul Cézanne, and Armand Guillaumin.[7]
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During the 1860s, the Salon jury routinely rejected about half of the works submitted by Monet and his friends in favour of works by artists faithful to the approved style.[8] In 1863, the Salon jury rejected Manet's The Luncheon on the Grass (Le déjeuner sur l'herbe) primarily because it depicted a nude woman with two clothed men at a picnic. While the Salon jury routinely accepted nudes in historical and allegorical paintings, they condemned Manet for placing a realistic nude in a contemporary setting.[9] The jury's severely worded rejection of Manet's painting appalled his admirers, and the unusually large number of rejected works that year perturbed many French artists.
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After Emperor Napoleon III saw the rejected works of 1863, he decreed that the public be allowed to judge the work themselves, and the Salon des Refusés (Salon of the Refused) was organized. While many viewers came only to laugh, the Salon des Refusés drew attention to the existence of a new tendency in art and attracted more visitors than the regular Salon.[10]
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Artists' petitions requesting a new Salon des Refusés in 1867, and again in 1872, were denied. In December 1873, Monet, Renoir, Pissarro, Sisley, Cézanne, Berthe Morisot, Edgar Degas and several other artists founded the Société Anonyme Coopérative des Artistes Peintres, Sculpteurs, Graveurs ("Cooperative and Anonymous Association of Painters, Sculptors, and Engravers") to exhibit their artworks independently.[11] Members of the association were expected to forswear participation in the Salon.[12] The organizers invited a number of other progressive artists to join them in their inaugural exhibition, including the older Eugène Boudin, whose example had first persuaded Monet to adopt plein air painting years before.[13] Another painter who greatly influenced Monet and his friends, Johan Jongkind, declined to participate, as did Édouard Manet. In total, thirty artists participated in their first exhibition, held in April 1874 at the studio of the photographer Nadar.
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The critical response was mixed. Monet and Cézanne received the harshest attacks. Critic and humorist Louis Leroy wrote a scathing review in the newspaper Le Charivari in which, making wordplay with the title of Claude Monet's Impression, Sunrise (Impression, soleil levant), he gave the artists the name by which they became known. Derisively titling his article The Exhibition of the Impressionists, Leroy declared that Monet's painting was at most, a sketch, and could hardly be termed a finished work.
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|
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He wrote, in the form of a dialog between viewers,
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The term Impressionist quickly gained favour with the public. It was also accepted by the artists themselves, even though they were a diverse group in style and temperament, unified primarily by their spirit of independence and rebellion. They exhibited together—albeit with shifting membership—eight times between 1874 and 1886. The Impressionists' style, with its loose, spontaneous brushstrokes, would soon become synonymous with modern life.[4]
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Monet, Sisley, Morisot, and Pissarro may be considered the "purest" Impressionists, in their consistent pursuit of an art of spontaneity, sunlight, and colour. Degas rejected much of this, as he believed in the primacy of drawing over colour and belittled the practice of painting outdoors.[15] Renoir turned away from Impressionism for a time during the 1880s, and never entirely regained his commitment to its ideas. Édouard Manet, although regarded by the Impressionists as their leader,[16] never abandoned his liberal use of black as a colour (while Impressionists avoided its use and preferred to obtain darker colours by mixing), and never participated in the Impressionist exhibitions. He continued to submit his works to the Salon, where his painting Spanish Singer had won a 2nd class medal in 1861, and he urged the others to do likewise, arguing that "the Salon is the real field of battle" where a reputation could be made.[17]
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Among the artists of the core group (minus Bazille, who had died in the Franco-Prussian War in 1870), defections occurred as Cézanne, followed later by Renoir, Sisley, and Monet, abstained from the group exhibitions so they could submit their works to the Salon. Disagreements arose from issues such as Guillaumin's membership in the group, championed by Pissarro and Cézanne against opposition from Monet and Degas, who thought him unworthy.[18] Degas invited Mary Cassatt to display her work in the 1879 exhibition, but also insisted on the inclusion of Jean-François Raffaëlli, Ludovic Lepic, and other realists who did not represent Impressionist practices, causing Monet in 1880 to accuse the Impressionists of "opening doors to first-come daubers".[19] The group divided over invitations to Paul Signac and Georges Seurat to exhibit with them in 1886. Pissarro was the only artist to show at all eight Impressionist exhibitions.
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The individual artists achieved few financial rewards from the Impressionist exhibitions, but their art gradually won a degree of public acceptance and support. Their dealer, Durand-Ruel, played a major role in this as he kept their work before the public and arranged shows for them in London and New York. Although Sisley died in poverty in 1899, Renoir had a great Salon success in 1879.[20] Monet became secure financially during the early 1880s and so did Pissarro by the early 1890s. By this time the methods of Impressionist painting, in a diluted form, had become commonplace in Salon art.[21]
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French painters who prepared the way for Impressionism include the Romantic colourist Eugène Delacroix, the leader of the realists Gustave Courbet, and painters of the Barbizon school such as Théodore Rousseau. The Impressionists learned much from the work of Johan Barthold Jongkind, Jean-Baptiste-Camille Corot and Eugène Boudin, who painted from nature in a direct and spontaneous style that prefigured Impressionism, and who befriended and advised the younger artists.
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A number of identifiable techniques and working habits contributed to the innovative style of the Impressionists. Although these methods had been used by previous artists—and are often conspicuous in the work of artists such as Frans Hals, Diego Velázquez, Peter Paul Rubens, John Constable, and J. M. W. Turner—the Impressionists were the first to use them all together, and with such consistency. These techniques include:
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New technology played a role in the development of the style. Impressionists took advantage of the mid-century introduction of premixed paints in tin tubes (resembling modern toothpaste tubes), which allowed artists to work more spontaneously, both outdoors and indoors.[22] Previously, painters made their own paints individually, by grinding and mixing dry pigment powders with linseed oil, which were then stored in animal bladders.[23]
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43 |
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Many vivid synthetic pigments became commercially available to artists for the first time during the 19th century. These included cobalt blue, viridian, cadmium yellow, and synthetic ultramarine blue, all of which were in use by the 1840s, before Impressionism.[24] The Impressionists' manner of painting made bold use of these pigments, and of even newer colours such as cerulean blue,[4] which became commercially available to artists in the 1860s.[24]
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The Impressionists' progress toward a brighter style of painting was gradual. During the 1860s, Monet and Renoir sometimes painted on canvases prepared with the traditional red-brown or grey ground.[25] By the 1870s, Monet, Renoir, and Pissarro usually chose to paint on grounds of a lighter grey or beige colour, which functioned as a middle tone in the finished painting.[25] By the 1880s, some of the Impressionists had come to prefer white or slightly off-white grounds, and no longer allowed the ground colour a significant role in the finished painting.[26]
|
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Prior to the Impressionists, other painters, notably such 17th-century Dutch painters as Jan Steen, had emphasized common subjects, but their methods of composition were traditional. They arranged their compositions so that the main subject commanded the viewer's attention. J. M. W. Turner, while an artist of the Romantic era, anticipated the style of impressionism with his artwork.[27] The Impressionists relaxed the boundary between subject and background so that the effect of an Impressionist painting often resembles a snapshot, a part of a larger reality captured as if by chance.[28] Photography was gaining popularity, and as cameras became more portable, photographs became more candid. Photography inspired Impressionists to represent momentary action, not only in the fleeting lights of a landscape, but in the day-to-day lives of people.[29][30]
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The development of Impressionism can be considered partly as a reaction by artists to the challenge presented by photography, which seemed to devalue the artist's skill in reproducing reality. Both portrait and landscape paintings were deemed somewhat deficient and lacking in truth as photography "produced lifelike images much more efficiently and reliably".[31]
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In spite of this, photography actually inspired artists to pursue other means of creative expression, and rather than compete with photography to emulate reality, artists focused "on the one thing they could inevitably do better than the photograph—by further developing into an art form its very subjectivity in the conception of the image, the very subjectivity that photography eliminated".[31] The Impressionists sought to express their perceptions of nature, rather than create exact representations. This allowed artists to depict subjectively what they saw with their "tacit imperatives of taste and conscience".[32] Photography encouraged painters to exploit aspects of the painting medium, like colour, which photography then lacked: "The Impressionists were the first to consciously offer a subjective alternative to the photograph".[31]
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Another major influence was Japanese ukiyo-e art prints (Japonism). The art of these prints contributed significantly to the "snapshot" angles and unconventional compositions that became characteristic of Impressionism. An example is Monet's Jardin à Sainte-Adresse, 1867, with its bold blocks of colour and composition on a strong diagonal slant showing the influence of Japanese prints[34]
|
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Edgar Degas was both an avid photographer and a collector of Japanese prints.[35] His The Dance Class (La classe de danse) of 1874 shows both influences in its asymmetrical composition. The dancers are seemingly caught off guard in various awkward poses, leaving an expanse of empty floor space in the lower right quadrant. He also captured his dancers in sculpture, such as the Little Dancer of Fourteen Years.
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Impressionists, in varying degrees, were looking for ways to depict visual experience and contemporary subjects.[36] Women Impressionists were interested in these same ideals but had many social and career limitations compared to male Impressionists. In particular, they were excluded from the imagery of the bourgeois social sphere of the boulevard, cafe, and dance hall.[37] As well as imagery, women were excluded from the formative discussions that resulted in meetings in those places; that was where male Impressionists were able to form and share ideas about Impressionism.[37] In the academic realm, women were believed to be incapable of handling complex subjects which led teachers to restrict what they taught female students.[38] It was also considered unladylike to excel in art since women's true talents were then believed to center on homemaking and mothering.[38]
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Yet several women were able to find success during their lifetime, even though their careers were affected by personal circumstances – Bracquemond, for example, had a husband who was resentful of her work which caused her to give up painting.[39] The four most well known, namely, Mary Cassatt, Eva Gonzalès, Marie Bracquemond, and Berthe Morisot, are, and were, often referred to as the 'Women Impressionists'. Their participation in the series of eight Impressionist exhibitions that took place in Paris from 1874 to 1886 varied: Morisot participated in seven, Cassatt in four, Bracquemond in three, and Gonzalès did not participate.[39][40]
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The critics of the time lumped these four together without regard to their personal styles, techniques, or subject matter.[41] Critics viewing their works at the exhibitions often attempted to acknowledge the women artists' talents but circumscribed them within a limited notion of femininity.[42] Arguing for the suitability of Impressionist technique to women's manner of perception, Parisian critic S.C. de Soissons wrote:
|
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One can understand that women have no originality of thought, and that literature and music have no feminine character; but surely women know how to observe, and what they see is quite different from that which men see, and the art which they put in their gestures, in their toilet, in the decoration of their environment is sufficient to give is the idea of an instinctive, of a peculiar genius which resides in each one of them.[43]
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While Impressionism legitimized the domestic social life as subject matter, of which women had intimate knowledge, it also tended to limit them to that subject matter. Portrayals of often-identifiable sitters in domestic settings (which could offer commissions) were dominant in the exhibitions.[44] The subjects of the paintings were often women interacting with their environment by either their gaze or movement. Cassatt, in particular, was aware of her placement of subjects: she kept her predominantly female figures from objectification and cliche; when they are not reading, they converse, sew, drink tea, and when they are inactive, they seem lost in thought.[45]
|
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The women Impressionists, like their male counterparts, were striving for "truth," for new ways of seeing and new painting techniques; each artist had an individual painting style.[46] Women Impressionists (particularly Morisot and Cassatt) were conscious of the balance of power between women and objects in their paintings – the bourgeois women depicted are not defined by decorative objects, but instead, interact with and dominate the things with which they live.[47] There are many similarities in their depictions of women who seem both at ease and subtly confined.[48] Gonzalès' Box at the Italian Opera depicts a woman staring into the distance, at ease in a social sphere but confined by the box and the man standing next to her. Cassatt's painting Young Girl at a Window is brighter in color but remains constrained by the canvas edge as she looks out the window.
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Despite their success in their ability to have a career and Impressionism's demise attributed to its allegedly feminine characteristics (its sensuality, dependence on sensation, physicality, and fluidity) the four women artists (and other, lesser-known women Impressionists) were largely omitted from art historical textbooks covering Impressionist artists until Tamar Garb's Women Impressionists published in 1986.[49] For example, Impressionism by Jean Leymarie, published in 1955 included no information on any women Impressionists.
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The central figures in the development of Impressionism in France,[50][51] listed alphabetically, were:
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Frédéric Bazille, Paysage au bord du Lez, 1870, Minneapolis Institute of Art
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76 |
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77 |
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Alfred Sisley, Bridge at Villeneuve-la-Garenne, 1872, Metropolitan Museum of Art
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Berthe Morisot, The Cradle, 1872, Musée d'Orsay
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Armand Guillaumin, Sunset at Ivry (Soleil couchant à Ivry), 1873, Musée d'Orsay
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82 |
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Édouard Manet, Boating, 1874, Metropolitan Museum of Art
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84 |
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Alfred Sisley, La Seine au Point du jour, 1877, Museum of modern art André Malraux - MuMa, Le Havre
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86 |
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87 |
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Édouard Manet, The Plum, 1878, National Gallery of Art, Washington, D.C.
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88 |
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Édouard Manet, A Bar at the Folies-Bergère (Un Bar aux Folies-Bergère), 1882, Courtauld Institute of Art
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90 |
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Edgar Degas, After the Bath, Woman Drying Herself, c. 1884–1886 (reworked between 1890 and 1900), MuMa, Le Havre
|
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Edgar Degas, L'Absinthe, 1876, Musée d'Orsay, Paris
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Edgar Degas, Dancer with a Bouquet of Flowers (Star of the Ballet), 1878, Getty Center, Los Angeles
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Edgar Degas, Woman in the Bath, 1886, Hill–Stead Museum, Farmington, Connecticut
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Edgar Degas, Dancers at The Bar, 1888, The Phillips Collection, Washington, D.C.
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Gustave Caillebotte, Paris Street; Rainy Day, 1877, Art Institute of Chicago
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Pierre-Auguste Renoir, La Parisienne, 1874, National Museum Cardiff
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Pierre-Auguste Renoir, Portrait of Irène Cahen d'Anvers (La Petite Irène), 1880, Foundation E.G. Bührle, Zürich
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Pierre-Auguste Renoir, Two Sisters (On the Terrace), 1881, Art Institute of Chicago
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Pierre-Auguste Renoir, Girl with a Hoop, 1885, National Gallery of Art, Washington, D.C.
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Claude Monet, The Cliff at Étretat after the Storm, 1885, Clark Art Institute, Williamstown, Massachusetts
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Mary Cassatt, The Child's Bath (The Bath), 1893, oil on canvas, Art Institute of Chicago
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Berthe Morisot, Portrait of Mme Boursier and Her Daughter, c. 1873, Brooklyn Museum
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Claude Monet, Le Grand Canal, 1908, Museum of Fine Arts, Boston
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The Impressionists
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Among the close associates of the Impressionists were several painters who adopted their methods to some degree. These include Jean-Louis Forain (who participated in Impressionist exhibitions in 1879, 1880, 1881 and 1886)[54] and Giuseppe De Nittis, an Italian artist living in Paris who participated in the first Impressionist exhibit at the invitation of Degas, although the other Impressionists disparaged his work.[55] Federico Zandomeneghi was another Italian friend of Degas who showed with the Impressionists. Eva Gonzalès was a follower of Manet who did not exhibit with the group. James Abbott McNeill Whistler was an American-born painter who played a part in Impressionism although he did not join the group and preferred grayed colours. Walter Sickert, an English artist, was initially a follower of Whistler, and later an important disciple of Degas; he did not exhibit with the Impressionists. In 1904 the artist and writer Wynford Dewhurst wrote the first important study of the French painters published in English, Impressionist Painting: its genesis and development, which did much to popularize Impressionism in Great Britain.
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By the early 1880s, Impressionist methods were affecting, at least superficially, the art of the Salon. Fashionable painters such as Jean Béraud and Henri Gervex found critical and financial success by brightening their palettes while retaining the smooth finish expected of Salon art.[56] Works by these artists are sometimes casually referred to as Impressionism, despite their remoteness from Impressionist practice.
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The influence of the French Impressionists lasted long after most of them had died. Artists like J.D. Kirszenbaum were borrowing Impressionist techniques throughout the twentieth century.
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As the influence of Impressionism spread beyond France, artists, too numerous to list, became identified as practitioners of the new style. Some of the more important examples are:
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The sculptor Auguste Rodin is sometimes called an Impressionist for the way he used roughly modeled surfaces to suggest transient light effects.[57]
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|
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Pictorialist photographers whose work is characterized by soft focus and atmospheric effects have also been called Impressionists.
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French Impressionist Cinema is a term applied to a loosely defined group of films and filmmakers in France from 1919–1929, although these years are debatable. French Impressionist filmmakers include Abel Gance, Jean Epstein, Germaine Dulac, Marcel L’Herbier, Louis Delluc, and Dmitry Kirsanoff.
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Musical Impressionism is the name given to a movement in European classical music that arose in the late 19th century and continued into the middle of the 20th century. Originating in France, musical Impressionism is characterized by suggestion and atmosphere, and eschews the emotional excesses of the Romantic era. Impressionist composers favoured short forms such as the nocturne, arabesque, and prelude, and often explored uncommon scales such as the whole tone scale. Perhaps the most notable innovations of Impressionist composers were the introduction of major 7th chords and the extension of chord structures in 3rds to five- and six-part harmonies.
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The influence of visual Impressionism on its musical counterpart is debatable. Claude Debussy and Maurice Ravel are generally considered the greatest Impressionist composers, but Debussy disavowed the term, calling it the invention of critics. Erik Satie was also considered in this category, though his approach was regarded as less serious, more musical novelty in nature. Paul Dukas is another French composer sometimes considered an Impressionist, but his style is perhaps more closely aligned to the late Romanticists. Musical Impressionism beyond France includes the work of such composers as Ottorino Respighi (Italy), Ralph Vaughan Williams, Cyril Scott, and John Ireland (England), Manuel De Falla and Isaac Albeniz (Spain), and Charles Griffes (America).
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The term Impressionism has also been used to describe works of literature in which a few select details suffice to convey the sensory impressions of an incident or scene. Impressionist literature is closely related to Symbolism, with its major exemplars being Baudelaire, Mallarmé, Rimbaud, and Verlaine. Authors such as Virginia Woolf, D.H. Lawrence, and Joseph Conrad have written works that are Impressionistic in the way that they describe, rather than interpret, the impressions, sensations and emotions that constitute a character's mental life.
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|
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During the 1880s several artists began to develop different precepts for the use of colour, pattern, form, and line, derived from the Impressionist example: Vincent van Gogh, Paul Gauguin, Georges Seurat, and Henri de Toulouse-Lautrec. These artists were slightly younger than the Impressionists, and their work is known as post-Impressionism. Some of the original Impressionist artists also ventured into this new territory; Camille Pissarro briefly painted in a pointillist manner, and even Monet abandoned strict plein air painting. Paul Cézanne, who participated in the first and third Impressionist exhibitions, developed a highly individual vision emphasising pictorial structure, and he is more often called a post-Impressionist. Although these cases illustrate the difficulty of assigning labels, the work of the original Impressionist painters may, by definition, be categorised as Impressionism.
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Georges Seurat, A Sunday Afternoon on the Island of La Grande Jatte, 1884–1886, The Art Institute of Chicago
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|
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+
Vincent van Gogh, Cypresses, 1889, Metropolitan Museum of Art
|
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|
147 |
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Paul Gauguin, The Midday Nap, 1894, Metropolitan Museum of Art
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Paul Cézanne, The Card Players, 1894–1895, Musée d'Orsay, Paris
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1 |
+
Impressionism is a 19th-century art movement characterized by relatively small, thin, yet visible brush strokes, open composition, emphasis on accurate depiction of light in its changing qualities (often accentuating the effects of the passage of time), ordinary subject matter, inclusion of movement as a crucial element of human perception and experience, and unusual visual angles. Impressionism originated with a group of Paris-based artists whose independent exhibitions brought them to prominence during the 1870s and 1880s.
|
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|
3 |
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The Impressionists faced harsh opposition from the conventional art community in France. The name of the style derives from the title of a Claude Monet work, Impression, soleil levant (Impression, Sunrise), which provoked the critic Louis Leroy to coin the term in a satirical review published in the Parisian newspaper Le Charivari.
|
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|
5 |
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The development of Impressionism in the visual arts was soon followed by analogous styles in other media that became known as impressionist music and impressionist literature.
|
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|
7 |
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Radicals in their time, early Impressionists violated the rules of academic painting. They constructed their pictures from freely brushed colours that took precedence over lines and contours, following the example of painters such as Eugène Delacroix and J. M. W. Turner. They also painted realistic scenes of modern life, and often painted outdoors. Previously, still lifes and portraits as well as landscapes were usually painted in a studio.[1] The Impressionists found that they could capture the momentary and transient effects of sunlight by painting outdoors or en plein air. They portrayed overall visual effects instead of details, and used short "broken" brush strokes of mixed and pure unmixed colour—not blended smoothly or shaded, as was customary—to achieve an effect of intense colour vibration.
|
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|
9 |
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Impressionism emerged in France at the same time that a number of other painters, including the Italian artists known as the Macchiaioli, and Winslow Homer in the United States, were also exploring plein-air painting. The Impressionists, however, developed new techniques specific to the style. Encompassing what its adherents argued was a different way of seeing, it is an art of immediacy and movement, of candid poses and compositions, of the play of light expressed in a bright and varied use of colour.
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|
11 |
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The public, at first hostile, gradually came to believe that the Impressionists had captured a fresh and original vision, even if the art critics and art establishment disapproved of the new style. By recreating the sensation in the eye that views the subject, rather than delineating the details of the subject, and by creating a welter of techniques and forms, Impressionism is a precursor of various painting styles, including Neo-Impressionism, Post-Impressionism, Fauvism, and Cubism.
|
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|
13 |
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In the middle of the 19th century—a time of change, as Emperor Napoleon III rebuilt Paris and waged war—the Académie des Beaux-Arts dominated French art. The Académie was the preserver of traditional French painting standards of content and style. Historical subjects, religious themes, and portraits were valued; landscape and still life were not. The Académie preferred carefully finished images that looked realistic when examined closely. Paintings in this style were made up of precise brush strokes carefully blended to hide the artist's hand in the work.[3] Colour was restrained and often toned down further by the application of a golden varnish.[4]
|
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The Académie had an annual, juried art show, the Salon de Paris, and artists whose work was displayed in the show won prizes, garnered commissions, and enhanced their prestige. The standards of the juries represented the values of the Académie, represented by the works of such artists as Jean-Léon Gérôme and Alexandre Cabanel.
|
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17 |
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In the early 1860s, four young painters—Claude Monet, Pierre-Auguste Renoir, Alfred Sisley, and Frédéric Bazille—met while studying under the academic artist Charles Gleyre. They discovered that they shared an interest in painting landscape and contemporary life rather than historical or mythological scenes. Following a practice that had become increasingly popular by mid-century, they often ventured into the countryside together to paint in the open air,[5] but not for the purpose of making sketches to be developed into carefully finished works in the studio, as was the usual custom.[6] By painting in sunlight directly from nature, and making bold use of the vivid synthetic pigments that had become available since the beginning of the century, they began to develop a lighter and brighter manner of painting that extended further the Realism of Gustave Courbet and the Barbizon school. A favourite meeting place for the artists was the Café Guerbois on Avenue de Clichy in Paris, where the discussions were often led by Édouard Manet, whom the younger artists greatly admired. They were soon joined by Camille Pissarro, Paul Cézanne, and Armand Guillaumin.[7]
|
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|
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During the 1860s, the Salon jury routinely rejected about half of the works submitted by Monet and his friends in favour of works by artists faithful to the approved style.[8] In 1863, the Salon jury rejected Manet's The Luncheon on the Grass (Le déjeuner sur l'herbe) primarily because it depicted a nude woman with two clothed men at a picnic. While the Salon jury routinely accepted nudes in historical and allegorical paintings, they condemned Manet for placing a realistic nude in a contemporary setting.[9] The jury's severely worded rejection of Manet's painting appalled his admirers, and the unusually large number of rejected works that year perturbed many French artists.
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After Emperor Napoleon III saw the rejected works of 1863, he decreed that the public be allowed to judge the work themselves, and the Salon des Refusés (Salon of the Refused) was organized. While many viewers came only to laugh, the Salon des Refusés drew attention to the existence of a new tendency in art and attracted more visitors than the regular Salon.[10]
|
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Artists' petitions requesting a new Salon des Refusés in 1867, and again in 1872, were denied. In December 1873, Monet, Renoir, Pissarro, Sisley, Cézanne, Berthe Morisot, Edgar Degas and several other artists founded the Société Anonyme Coopérative des Artistes Peintres, Sculpteurs, Graveurs ("Cooperative and Anonymous Association of Painters, Sculptors, and Engravers") to exhibit their artworks independently.[11] Members of the association were expected to forswear participation in the Salon.[12] The organizers invited a number of other progressive artists to join them in their inaugural exhibition, including the older Eugène Boudin, whose example had first persuaded Monet to adopt plein air painting years before.[13] Another painter who greatly influenced Monet and his friends, Johan Jongkind, declined to participate, as did Édouard Manet. In total, thirty artists participated in their first exhibition, held in April 1874 at the studio of the photographer Nadar.
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|
25 |
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The critical response was mixed. Monet and Cézanne received the harshest attacks. Critic and humorist Louis Leroy wrote a scathing review in the newspaper Le Charivari in which, making wordplay with the title of Claude Monet's Impression, Sunrise (Impression, soleil levant), he gave the artists the name by which they became known. Derisively titling his article The Exhibition of the Impressionists, Leroy declared that Monet's painting was at most, a sketch, and could hardly be termed a finished work.
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|
27 |
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He wrote, in the form of a dialog between viewers,
|
28 |
+
|
29 |
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The term Impressionist quickly gained favour with the public. It was also accepted by the artists themselves, even though they were a diverse group in style and temperament, unified primarily by their spirit of independence and rebellion. They exhibited together—albeit with shifting membership—eight times between 1874 and 1886. The Impressionists' style, with its loose, spontaneous brushstrokes, would soon become synonymous with modern life.[4]
|
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|
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Monet, Sisley, Morisot, and Pissarro may be considered the "purest" Impressionists, in their consistent pursuit of an art of spontaneity, sunlight, and colour. Degas rejected much of this, as he believed in the primacy of drawing over colour and belittled the practice of painting outdoors.[15] Renoir turned away from Impressionism for a time during the 1880s, and never entirely regained his commitment to its ideas. Édouard Manet, although regarded by the Impressionists as their leader,[16] never abandoned his liberal use of black as a colour (while Impressionists avoided its use and preferred to obtain darker colours by mixing), and never participated in the Impressionist exhibitions. He continued to submit his works to the Salon, where his painting Spanish Singer had won a 2nd class medal in 1861, and he urged the others to do likewise, arguing that "the Salon is the real field of battle" where a reputation could be made.[17]
|
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|
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Among the artists of the core group (minus Bazille, who had died in the Franco-Prussian War in 1870), defections occurred as Cézanne, followed later by Renoir, Sisley, and Monet, abstained from the group exhibitions so they could submit their works to the Salon. Disagreements arose from issues such as Guillaumin's membership in the group, championed by Pissarro and Cézanne against opposition from Monet and Degas, who thought him unworthy.[18] Degas invited Mary Cassatt to display her work in the 1879 exhibition, but also insisted on the inclusion of Jean-François Raffaëlli, Ludovic Lepic, and other realists who did not represent Impressionist practices, causing Monet in 1880 to accuse the Impressionists of "opening doors to first-come daubers".[19] The group divided over invitations to Paul Signac and Georges Seurat to exhibit with them in 1886. Pissarro was the only artist to show at all eight Impressionist exhibitions.
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|
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The individual artists achieved few financial rewards from the Impressionist exhibitions, but their art gradually won a degree of public acceptance and support. Their dealer, Durand-Ruel, played a major role in this as he kept their work before the public and arranged shows for them in London and New York. Although Sisley died in poverty in 1899, Renoir had a great Salon success in 1879.[20] Monet became secure financially during the early 1880s and so did Pissarro by the early 1890s. By this time the methods of Impressionist painting, in a diluted form, had become commonplace in Salon art.[21]
|
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|
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French painters who prepared the way for Impressionism include the Romantic colourist Eugène Delacroix, the leader of the realists Gustave Courbet, and painters of the Barbizon school such as Théodore Rousseau. The Impressionists learned much from the work of Johan Barthold Jongkind, Jean-Baptiste-Camille Corot and Eugène Boudin, who painted from nature in a direct and spontaneous style that prefigured Impressionism, and who befriended and advised the younger artists.
|
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|
39 |
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A number of identifiable techniques and working habits contributed to the innovative style of the Impressionists. Although these methods had been used by previous artists—and are often conspicuous in the work of artists such as Frans Hals, Diego Velázquez, Peter Paul Rubens, John Constable, and J. M. W. Turner—the Impressionists were the first to use them all together, and with such consistency. These techniques include:
|
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|
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New technology played a role in the development of the style. Impressionists took advantage of the mid-century introduction of premixed paints in tin tubes (resembling modern toothpaste tubes), which allowed artists to work more spontaneously, both outdoors and indoors.[22] Previously, painters made their own paints individually, by grinding and mixing dry pigment powders with linseed oil, which were then stored in animal bladders.[23]
|
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43 |
+
Many vivid synthetic pigments became commercially available to artists for the first time during the 19th century. These included cobalt blue, viridian, cadmium yellow, and synthetic ultramarine blue, all of which were in use by the 1840s, before Impressionism.[24] The Impressionists' manner of painting made bold use of these pigments, and of even newer colours such as cerulean blue,[4] which became commercially available to artists in the 1860s.[24]
|
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|
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The Impressionists' progress toward a brighter style of painting was gradual. During the 1860s, Monet and Renoir sometimes painted on canvases prepared with the traditional red-brown or grey ground.[25] By the 1870s, Monet, Renoir, and Pissarro usually chose to paint on grounds of a lighter grey or beige colour, which functioned as a middle tone in the finished painting.[25] By the 1880s, some of the Impressionists had come to prefer white or slightly off-white grounds, and no longer allowed the ground colour a significant role in the finished painting.[26]
|
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|
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+
Prior to the Impressionists, other painters, notably such 17th-century Dutch painters as Jan Steen, had emphasized common subjects, but their methods of composition were traditional. They arranged their compositions so that the main subject commanded the viewer's attention. J. M. W. Turner, while an artist of the Romantic era, anticipated the style of impressionism with his artwork.[27] The Impressionists relaxed the boundary between subject and background so that the effect of an Impressionist painting often resembles a snapshot, a part of a larger reality captured as if by chance.[28] Photography was gaining popularity, and as cameras became more portable, photographs became more candid. Photography inspired Impressionists to represent momentary action, not only in the fleeting lights of a landscape, but in the day-to-day lives of people.[29][30]
|
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|
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The development of Impressionism can be considered partly as a reaction by artists to the challenge presented by photography, which seemed to devalue the artist's skill in reproducing reality. Both portrait and landscape paintings were deemed somewhat deficient and lacking in truth as photography "produced lifelike images much more efficiently and reliably".[31]
|
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|
51 |
+
In spite of this, photography actually inspired artists to pursue other means of creative expression, and rather than compete with photography to emulate reality, artists focused "on the one thing they could inevitably do better than the photograph—by further developing into an art form its very subjectivity in the conception of the image, the very subjectivity that photography eliminated".[31] The Impressionists sought to express their perceptions of nature, rather than create exact representations. This allowed artists to depict subjectively what they saw with their "tacit imperatives of taste and conscience".[32] Photography encouraged painters to exploit aspects of the painting medium, like colour, which photography then lacked: "The Impressionists were the first to consciously offer a subjective alternative to the photograph".[31]
|
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Another major influence was Japanese ukiyo-e art prints (Japonism). The art of these prints contributed significantly to the "snapshot" angles and unconventional compositions that became characteristic of Impressionism. An example is Monet's Jardin à Sainte-Adresse, 1867, with its bold blocks of colour and composition on a strong diagonal slant showing the influence of Japanese prints[34]
|
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|
55 |
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Edgar Degas was both an avid photographer and a collector of Japanese prints.[35] His The Dance Class (La classe de danse) of 1874 shows both influences in its asymmetrical composition. The dancers are seemingly caught off guard in various awkward poses, leaving an expanse of empty floor space in the lower right quadrant. He also captured his dancers in sculpture, such as the Little Dancer of Fourteen Years.
|
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|
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Impressionists, in varying degrees, were looking for ways to depict visual experience and contemporary subjects.[36] Women Impressionists were interested in these same ideals but had many social and career limitations compared to male Impressionists. In particular, they were excluded from the imagery of the bourgeois social sphere of the boulevard, cafe, and dance hall.[37] As well as imagery, women were excluded from the formative discussions that resulted in meetings in those places; that was where male Impressionists were able to form and share ideas about Impressionism.[37] In the academic realm, women were believed to be incapable of handling complex subjects which led teachers to restrict what they taught female students.[38] It was also considered unladylike to excel in art since women's true talents were then believed to center on homemaking and mothering.[38]
|
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|
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Yet several women were able to find success during their lifetime, even though their careers were affected by personal circumstances – Bracquemond, for example, had a husband who was resentful of her work which caused her to give up painting.[39] The four most well known, namely, Mary Cassatt, Eva Gonzalès, Marie Bracquemond, and Berthe Morisot, are, and were, often referred to as the 'Women Impressionists'. Their participation in the series of eight Impressionist exhibitions that took place in Paris from 1874 to 1886 varied: Morisot participated in seven, Cassatt in four, Bracquemond in three, and Gonzalès did not participate.[39][40]
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The critics of the time lumped these four together without regard to their personal styles, techniques, or subject matter.[41] Critics viewing their works at the exhibitions often attempted to acknowledge the women artists' talents but circumscribed them within a limited notion of femininity.[42] Arguing for the suitability of Impressionist technique to women's manner of perception, Parisian critic S.C. de Soissons wrote:
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One can understand that women have no originality of thought, and that literature and music have no feminine character; but surely women know how to observe, and what they see is quite different from that which men see, and the art which they put in their gestures, in their toilet, in the decoration of their environment is sufficient to give is the idea of an instinctive, of a peculiar genius which resides in each one of them.[43]
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While Impressionism legitimized the domestic social life as subject matter, of which women had intimate knowledge, it also tended to limit them to that subject matter. Portrayals of often-identifiable sitters in domestic settings (which could offer commissions) were dominant in the exhibitions.[44] The subjects of the paintings were often women interacting with their environment by either their gaze or movement. Cassatt, in particular, was aware of her placement of subjects: she kept her predominantly female figures from objectification and cliche; when they are not reading, they converse, sew, drink tea, and when they are inactive, they seem lost in thought.[45]
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The women Impressionists, like their male counterparts, were striving for "truth," for new ways of seeing and new painting techniques; each artist had an individual painting style.[46] Women Impressionists (particularly Morisot and Cassatt) were conscious of the balance of power between women and objects in their paintings – the bourgeois women depicted are not defined by decorative objects, but instead, interact with and dominate the things with which they live.[47] There are many similarities in their depictions of women who seem both at ease and subtly confined.[48] Gonzalès' Box at the Italian Opera depicts a woman staring into the distance, at ease in a social sphere but confined by the box and the man standing next to her. Cassatt's painting Young Girl at a Window is brighter in color but remains constrained by the canvas edge as she looks out the window.
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Despite their success in their ability to have a career and Impressionism's demise attributed to its allegedly feminine characteristics (its sensuality, dependence on sensation, physicality, and fluidity) the four women artists (and other, lesser-known women Impressionists) were largely omitted from art historical textbooks covering Impressionist artists until Tamar Garb's Women Impressionists published in 1986.[49] For example, Impressionism by Jean Leymarie, published in 1955 included no information on any women Impressionists.
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The central figures in the development of Impressionism in France,[50][51] listed alphabetically, were:
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Frédéric Bazille, Paysage au bord du Lez, 1870, Minneapolis Institute of Art
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Alfred Sisley, Bridge at Villeneuve-la-Garenne, 1872, Metropolitan Museum of Art
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Berthe Morisot, The Cradle, 1872, Musée d'Orsay
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Armand Guillaumin, Sunset at Ivry (Soleil couchant à Ivry), 1873, Musée d'Orsay
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Édouard Manet, Boating, 1874, Metropolitan Museum of Art
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Alfred Sisley, La Seine au Point du jour, 1877, Museum of modern art André Malraux - MuMa, Le Havre
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Édouard Manet, The Plum, 1878, National Gallery of Art, Washington, D.C.
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Édouard Manet, A Bar at the Folies-Bergère (Un Bar aux Folies-Bergère), 1882, Courtauld Institute of Art
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Edgar Degas, After the Bath, Woman Drying Herself, c. 1884–1886 (reworked between 1890 and 1900), MuMa, Le Havre
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Edgar Degas, L'Absinthe, 1876, Musée d'Orsay, Paris
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Edgar Degas, Dancer with a Bouquet of Flowers (Star of the Ballet), 1878, Getty Center, Los Angeles
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Edgar Degas, Woman in the Bath, 1886, Hill–Stead Museum, Farmington, Connecticut
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Edgar Degas, Dancers at The Bar, 1888, The Phillips Collection, Washington, D.C.
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Gustave Caillebotte, Paris Street; Rainy Day, 1877, Art Institute of Chicago
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Pierre-Auguste Renoir, La Parisienne, 1874, National Museum Cardiff
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Pierre-Auguste Renoir, Portrait of Irène Cahen d'Anvers (La Petite Irène), 1880, Foundation E.G. Bührle, Zürich
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Pierre-Auguste Renoir, Two Sisters (On the Terrace), 1881, Art Institute of Chicago
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Pierre-Auguste Renoir, Girl with a Hoop, 1885, National Gallery of Art, Washington, D.C.
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Claude Monet, The Cliff at Étretat after the Storm, 1885, Clark Art Institute, Williamstown, Massachusetts
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Mary Cassatt, The Child's Bath (The Bath), 1893, oil on canvas, Art Institute of Chicago
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Berthe Morisot, Portrait of Mme Boursier and Her Daughter, c. 1873, Brooklyn Museum
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Claude Monet, Le Grand Canal, 1908, Museum of Fine Arts, Boston
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The Impressionists
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Among the close associates of the Impressionists were several painters who adopted their methods to some degree. These include Jean-Louis Forain (who participated in Impressionist exhibitions in 1879, 1880, 1881 and 1886)[54] and Giuseppe De Nittis, an Italian artist living in Paris who participated in the first Impressionist exhibit at the invitation of Degas, although the other Impressionists disparaged his work.[55] Federico Zandomeneghi was another Italian friend of Degas who showed with the Impressionists. Eva Gonzalès was a follower of Manet who did not exhibit with the group. James Abbott McNeill Whistler was an American-born painter who played a part in Impressionism although he did not join the group and preferred grayed colours. Walter Sickert, an English artist, was initially a follower of Whistler, and later an important disciple of Degas; he did not exhibit with the Impressionists. In 1904 the artist and writer Wynford Dewhurst wrote the first important study of the French painters published in English, Impressionist Painting: its genesis and development, which did much to popularize Impressionism in Great Britain.
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By the early 1880s, Impressionist methods were affecting, at least superficially, the art of the Salon. Fashionable painters such as Jean Béraud and Henri Gervex found critical and financial success by brightening their palettes while retaining the smooth finish expected of Salon art.[56] Works by these artists are sometimes casually referred to as Impressionism, despite their remoteness from Impressionist practice.
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The influence of the French Impressionists lasted long after most of them had died. Artists like J.D. Kirszenbaum were borrowing Impressionist techniques throughout the twentieth century.
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As the influence of Impressionism spread beyond France, artists, too numerous to list, became identified as practitioners of the new style. Some of the more important examples are:
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The sculptor Auguste Rodin is sometimes called an Impressionist for the way he used roughly modeled surfaces to suggest transient light effects.[57]
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Pictorialist photographers whose work is characterized by soft focus and atmospheric effects have also been called Impressionists.
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French Impressionist Cinema is a term applied to a loosely defined group of films and filmmakers in France from 1919–1929, although these years are debatable. French Impressionist filmmakers include Abel Gance, Jean Epstein, Germaine Dulac, Marcel L’Herbier, Louis Delluc, and Dmitry Kirsanoff.
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Musical Impressionism is the name given to a movement in European classical music that arose in the late 19th century and continued into the middle of the 20th century. Originating in France, musical Impressionism is characterized by suggestion and atmosphere, and eschews the emotional excesses of the Romantic era. Impressionist composers favoured short forms such as the nocturne, arabesque, and prelude, and often explored uncommon scales such as the whole tone scale. Perhaps the most notable innovations of Impressionist composers were the introduction of major 7th chords and the extension of chord structures in 3rds to five- and six-part harmonies.
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The influence of visual Impressionism on its musical counterpart is debatable. Claude Debussy and Maurice Ravel are generally considered the greatest Impressionist composers, but Debussy disavowed the term, calling it the invention of critics. Erik Satie was also considered in this category, though his approach was regarded as less serious, more musical novelty in nature. Paul Dukas is another French composer sometimes considered an Impressionist, but his style is perhaps more closely aligned to the late Romanticists. Musical Impressionism beyond France includes the work of such composers as Ottorino Respighi (Italy), Ralph Vaughan Williams, Cyril Scott, and John Ireland (England), Manuel De Falla and Isaac Albeniz (Spain), and Charles Griffes (America).
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The term Impressionism has also been used to describe works of literature in which a few select details suffice to convey the sensory impressions of an incident or scene. Impressionist literature is closely related to Symbolism, with its major exemplars being Baudelaire, Mallarmé, Rimbaud, and Verlaine. Authors such as Virginia Woolf, D.H. Lawrence, and Joseph Conrad have written works that are Impressionistic in the way that they describe, rather than interpret, the impressions, sensations and emotions that constitute a character's mental life.
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During the 1880s several artists began to develop different precepts for the use of colour, pattern, form, and line, derived from the Impressionist example: Vincent van Gogh, Paul Gauguin, Georges Seurat, and Henri de Toulouse-Lautrec. These artists were slightly younger than the Impressionists, and their work is known as post-Impressionism. Some of the original Impressionist artists also ventured into this new territory; Camille Pissarro briefly painted in a pointillist manner, and even Monet abandoned strict plein air painting. Paul Cézanne, who participated in the first and third Impressionist exhibitions, developed a highly individual vision emphasising pictorial structure, and he is more often called a post-Impressionist. Although these cases illustrate the difficulty of assigning labels, the work of the original Impressionist painters may, by definition, be categorised as Impressionism.
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Georges Seurat, A Sunday Afternoon on the Island of La Grande Jatte, 1884–1886, The Art Institute of Chicago
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Vincent van Gogh, Cypresses, 1889, Metropolitan Museum of Art
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Paul Gauguin, The Midday Nap, 1894, Metropolitan Museum of Art
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Paul Cézanne, The Card Players, 1894–1895, Musée d'Orsay, Paris
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