Unit 5: Imperialism and the First World War
1. Imperialism
1.1. Causes
A country that wants to expand its borders is nothing new. If we review history, we see that imperialism has been a constant: from Antiquity the Roman Empire comes to mind, from the Middle Ages, the Byzantine Empire, the Carolingian or the Islamic; of the Modern Age, the Spanish or Portuguese Empire, etc.
Now, in the last third of the 19th century, colonialism is determined by economic as well as political and paternalistic causes.
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Economic: industrialized countries look for new places to obtain raw materials, invest surplus capital and open markets where they can sell their manufactured products.
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Politics: Possessing a great empire gives a country prestige, hence so many countries are suddenly launched to conquer.
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Paternalistic: There were certain currents that assumed a civilizing role for non-Western peoples. It was "The white man's burden", as Rudyard Kipling's poem put it. This paternalism had a strong dose of racism.
On a more specific level, several countries wanted to acquire or regain lost prestige: France wanted to recover from the humiliation suffered by Prussia in 1870-1871; Spain, after 1998, wants to focus on North Africa; England, maintain its maritime and land lines, so it will be very attentive to the distribution of Africa and Asia. In this last continent it maintains a tense rivalry with the Russian Empire that was baptized as "The Great Game".
1.2 Administration
The administration of a conquered territory is a complex matter, and responds to a double classification: according to its form of government and according to its economic importance.
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According to its form of government:
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Colony: It depends completely on the government of the metropolis.
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Protectorate: The territory is allowed to have its own government, but is controlled by the metropolis in matters of foreign policy, defense and internal order.
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Metropolitan territory: They are legally equal to any territory of the conquering country.
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According to its economic importance:
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Settlement colony: majority of the population of European origin, which settles there permanently.
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Exploitation colony: indigenous majority, but under the control of European administrators. Normally, it is only intended to have this colony to exploit raw materials or for pure prestige.
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1.3 The partitions
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North Africa:
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Under the guise of combating Mediterranean piracy, France occupied Algeria in 1830, then established a protectorate in Tunisia in 1881.
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Egypt, which was helped in its modernization by England and France (construction of the Suez Canal in 1859), saw how these two countries competed to occupy it. Finally it was England who got it in 1882.
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Libya, belonging to the Ottoman Empire, was invaded by Italy in 1911.
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Sub-Saharan Africa: Until the middle of the 19th century, Europeans had not entered this area beyond the coastal lands, where they had commercial ports.
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Germany controls some territories in the west (Togo and Cameroon), in the east (Tanzania) and in the southwest (Namibia). There, Bismarck gives free rein to German businessmen to set up industries and businesses, but he does not want to fight for more territories. Now that Germany is unified, Bismarck is interested in maintaining the balance of power in Europe so that the new empire does not have problems, which is why he will seek peace between the European powers in the midst of so much colonial conflict.
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Italy controls Somalia and Eritrea, and wants to enter Ethiopia as well to unite its territories by land, but suffers a resounding defeat at Adua (1896). This great humiliation prompted them to conquer Libya in 1911, to compensate. Later, during Mussolini's fascism, they will fight again for Ethiopia.
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England's intention was to create a great African empire from north to south. And they did it, because it was one of the strongest powers of the time.
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France and England also showed interest in the Niger Valley and had conflicts over it, as they also had in Egypt.
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King Leopold II of Belgium was among the first to enter sub-Saharan Africa, exploring and conquering the Congo Valley. There he founded, in 1885, the Congo Free State, a private company of the king for his own benefit. He enslaved the Congolese to extract rubber and precious stones, and millions of natives died as a result.
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South Africa:
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England began to occupy the area after the Congress of Vienna, and in South Africa it collided with the Boers, Dutch farmers who had been there since the 17th century and who had founded their little republics. Between 1880 and 1902, there were two wars between England and the Boers, with final victory for England.
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Portugal owned the colonies of Portuguese West Africa (today, Angola) and Portuguese East Africa (today, Mozambique) and wanted to establish a link between them (the so-called 'Pink Map'), but to do so it would have to occupy English territory. Some troops entered these territories, but withdrew after an English ultimatum in 1890.
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The Berlin Conference (1884-1885):
All these problems crystallized at the Berlin Conference. It was precisely Portugal that called the rest of the colonial powers to meet (let us remember the congressional appeasement policy of The Restoration) and the conference took place in Berlin at the offer of Chancellor Bismarck, who had recently founded the German Empire and wanted peace and European balance more than anything. Fourteen countries participated and the most relevant agreements were:
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Recognition of the right of occupation: if a country owned a section of the coast, it could conquer inland.
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Setting boundaries between empires.
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Recognition of the Congo Free State of Leopold II, in exchange for the rest of the powers being able to navigate and transport merchandise on the Congo River.
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Freedom to trade in Central Africa.
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Some of the conflicts were resolved peacefully, but others continued.
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The partition of Asia:
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England: its interests are focused on containing Russia (the Great Game), as it advances south and the English control India. To avoid confrontation, England made Afghanistan a buffer state by making it its protectorate in 1842.
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But what interested England above all was the Chinese market. China was a huge country that lived practically isolated, only allowing foreign trade through the port of Canton. England, for its part, controlled large areas (India, Afghanistan, etc.) where opium was grown and decided to introduce this drug into China surreptitiously. Within a few years, a good part of the Chinese had become addicted and the country's economy was reeling. The emperor wanted to eradicate opium from there, but England declared war on him, since the trade in this drug was highly profitable. There were two Opium Wars (1839 to 1842 and 1856 to 1860) and both were won by England. China was forced to admit the English opium trade and many other foreign products in its territory, as well as to open more than ten ports to international trade and to cede Hong Kong to England. China's vulnerability was taken advantage of by England, Germany, France, Russia and Japan, which, although they did not conquer it, distributed it to each other in areas of political influence, through the "unequal treaties" that China was forced to sign. This humiliation produced, in 1899, the Boxer Uprising, a Chinese nationalist rebellion against foreign control. The foreign powers allied themselves and defeated the Boxers in no time.
In Southeast Asia, they collided with France, thus establishing Siam (now Thailand) as a buffer state.
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France: after a war against China, it obtained, in 1885, the region of Indochina, in Southeast Asia. It corresponds to the area occupied today by Vietnam, Laos and Cambodia. To the west, it collided with British interests as has just been said.
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Russia: after annihilating most of the population, the empire extends through the Caucasus and Siberia. They also penetrate Turkestan, Mongolia and Manchuria. To the south, they come into conflict with England, hence the establishment of Afghanistan as a buffer state, and to the east, with Japan, which controls the Korean peninsula. This tension leads to the Russo-Japanese War of 1904-05 in which the Japanese inflict a humiliating defeat on the Russians. This fact is one of the keys to later understand the Russian revolution.
Conflict between United Kingdom and the Boer Republics (1880-81 and 1899-1902)
Conflict between United Kingdom and Portugal: the 'Pink Map' (1886)
Grabado que muestra una sesión de la conferencia, con Bismarck en el centro
Leopoldo II de Bélgica sirve la cena (El Congo) para sus invitados: Zar Alejandro III de Rusia y Káiser Guillermo de Alemania
John Bull es el símbolo de Inglaterra. En esta caricatura trata de acaparar todo el continente y sus recursos naturales
Grabado que muestra una sesión de la conferencia, con Bismarck en el centro
En los años 40 del siglo XIX, Afganistán se convierte en estado tapón entre los intereses rusos y británicos. En principio, era un acuerdo cordial, pero en la práctica la amenaza de invasión sobre Afganistán era real.
1ª Guerra del Opio: 1839-1842 2ª Guerra del Opio: 1856-1860
En una imagen metafórica del cuento popular "El pescador y el genio", al zar Nicolás II se le aparece el fantasma de la revolución. Efectivamente, en 1905, tras la derrota contra Japón, comienza la primera revolución rusa
En los años 40 del siglo XIX, Afganistán se convierte en estado tapón entre los intereses rusos y británicos. En principio, era un acuerdo cordial, pero en la práctica la amenaza de invasión sobre Afganistán era real.
2. Peace through strength
2.1 The Bismarckian Systems. Realpolitik
During the German unification process, Bismarck pursued an aggressive foreign policy. The objective was for the unification to be configured around Prussia (the 'Little Germany') and to maintain a position of power over Austria, which finally remained outside of Germany, but, once the objective was achieved, Bismarck realized that What it needs is to maintain its balance, especially avoiding France to attack him, as it had been humiliated after the defeat in the Franco-Prussian War (1870-71) and the loss of Alsace and Lorraine. In addition, it has meant the fall of the Second French Empire and the constitution of the Third Republic. Germany is now, as Bismarck said, a "saturated state", it does not need more territory.
To achieve this balance, Bismarck launched the so-called Bismarckian Systems:
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1st: 1871-1877: He promoted the League of the three emperors. (William I of Germany, Franz Joseph I of Austria-Hungary, and Alexander II of Russia). It ends when Russia goes to war against the Ottoman Empire and is not supported by Germany.
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2nd: 1878-87: Bismarck invites Italy, after the departure of Russia, to join the League. It does, but the mistrust between Italy and Austria, which has recently been defeated in the wars of unification and which is still considered an invader of certain territories by the Italian irredentists, will cause friction.
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3rd: 1887: Germany has to strike a balance to maintain peace in Europe: both Russia, which has left the alliance, and the Austro-Hungarian Empire want to expand at the expense of the declining Ottoman Empire, so there may be war between Russia and Austria. Bismarck secretly signs the Reinsurance Treaty (1887) with Russia: Germany promises not to intervene in case of war between Russia and Austria, and Russia would not intervene in case of war between Germany and France.
These systems served to keep the peace momentarily, but the world was changing. All the countries had thrown themselves into imperialism, and Bismarck did not want to come into conflict with England, especially, nor with France. The ruling class in Germany, rich as the country was, was from another time: pre-industrial rural aristocrats who did not understand the concept of diplomacy very well. When Bismarck is removed in 1890 by the newly crowned Kaiser Wilhelm II, his work will not last as he has no successors.
2.2 Kaiser Wilhelm II. Weltpolitik
In 1890, Wilhelm II dismissed Bismarck from his post as chancellor and embarked on a colonial career, this new world policy is known as Weltpolitik. The new Kaiser was not a good diplomat and made a number of clumsy moves. First, it broke the Reinsurance Treaty with Russia, and unsuccessfully sought an alliance with England, since, having joined the colonial race late, it seemed a good idea to locate close to England, as it was the country with the largest colonial empire. At first, it saw the alliance with Russia with good eyes, since it needed allies. Germany then offered its troops to defend India in exchange for British troops for Germany to attack France. England backs down: it does not like the idea that German troops get into India and France, because it believed that the true intentions of the Kaiser is to keep those territories. Wilhelm II, offended, threatens to help the Boer Republics against England. Although he will not carry out his threat, in the English mind, from now on, Germany is a hostile country.
Wilhelm II is embarrassed: he has lost valuable allies and has not won any. In 1900, the only nation that remains by his side is the Austro-Hungarian Empire.
2.3) France
At this point it is necessary to highlight the figure of Théophile Delcassé. Delcassé was a skilful French foreign minister who took advantage of the German-Russian split to bring France out of isolation: he signed an alliance with Russia (1892) and another with Italy in 1900, but his most resounding success was the signing of the Entente Cordiale with the United Kingdom in 1904, which concluded the colonial tensions between the two. In 1907, the Triple Entente (United Kingdom, France, Russia) is formed, which will be one of the blocks of the First World War. In the space of a few years, Germany has lost allies and France has emerged from its isolation greatly strengthened.
2.4) The Austro-Hungarian Empire
The main problem with this great Central European empire was that it was made up of a large number of nationalities with very different characteristics and interests. That was the cause of its evolution and its collapse.
After the revolution of 1848, Francisco José I was named the new emperor. The strongest nationality within the Empire was the Hungarian and, in 1867, the Austrian Empire was renamed the Austro-Hungarian Empire (dual monarchy). The emperor was the same for both Austria and Hungary, managing Foreign Affairs, War, and Economy, but the internal politics of each territory were separate.
In this sphere of internal politics the differences were notable: in Austria there was a parliament and even universal male suffrage was established in 1908, however, in Hungary it was still the landed high nobility that controlled the legislative and executive power.
Apart from Austrians and Hungarians, Czechs, Poles, Slovaks, Slovenians, Romanians, Croats, Serbs, etc. lived in the Empire, submitted and without seeing their interests represented or defended. If we look at this mosaic of such diverse peoples, it is easy to understand that, as soon as the Empire shows signs of weakness, separatist nationalist movements would arise in various parts of it.
2.5 The Russian Empire
The Russian Empire was configured in 1721, when large territories in the Baltic and the Pacific were conquered by Tsar Peter I, and it would last until the Russian Revolution of 1917. It was a huge empire, the largest country in the world, but its greatness was only apparent: in the 19th century, its industrialization was scarce, the base of the economy was rural, the population was very unequally distributed, and numerous nationalities and races coexisted, causing periodic nationalist tensions.
Its political and social organization is stagnant in the Old Regime: the tsar is an emperor ("tsar" comes from the Latin "caesar-aris", Caesar) whose power is absolute and established by the divine right of kings. It is supported by five institutions:
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A huge, slow and heavy bureaucracy, based on centuries-old laws and tradition, and that hinders the modernization of the country.
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A great army, with the nobles at the head
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The imperial police
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The Orthodox Church, whose patriarchs support and justify the power of the Tsar as coming from God.
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An agricultural economic system with feudal roots, in which the high nobility and the high clergy own large estates in which millions of serfs work as slaves.
Nicholas II became Tsar in 1894. With little gift for government, he remained in his authoritarian position as the chosen one of God that he thought he was.
Between 1904 and 1905, he went to war against Japan and what he thought was going to be a military parade turned out to be a humiliating defeat.
His people, hungry and with thousands of dead in the war, asked for reforms, but were answered with repression (Bloody Sunday: January 22, 1905). Finally he had to give in to pressure and approved the creation of a parliament (Duma) with very limited powers and the existence of political parties. In 1914, he entered World War I as a member of the Triple Entente, alongside the United Kingdom and France. Militarily it was also unskilled and Russia lost numerous battles. This led to the outbreak of a revolution against him in 1917 and he was forced to abdicate that same year. More than 300 years of tsarism culminated with him.
Zar de Rusia entre 1682 y 1721. Emperador de todas las Rusias entre 1721 y 1725. Inició el Imperio Ruso
Zar de Rusia entre 1855 y 1881 Comenzó la industrialización y decretó la emancipación de siervos
March 15, 1917
Zar de Rusia entre 1682 y 1721. Emperador de todas las Rusias entre 1721 y 1725. Inició el Imperio Ruso
3. World War I
3.1 Background:
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1903: In Serbia there is a new king, Pedro I, who declares himself anti-Austrian, pro-Russian and pro-French. The Austro-Hungarian Empire is sick of this, and begins to think of destroying Serbia.
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1904/05: Japan wins its war against Russia. This, to compensate, thinks of becoming strong in the Balkans at the expense of the Ottoman Empire and becomes the protector of Serbia.
3.2 Crisis:
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1st Moroccan Crisis (1904): France and Spain agree to divide Morocco into zones of influence. Wilhelm II of Germany, seeking more prominence in Africa, intervenes claiming a German protectorate there. The crisis culminated in the Algeciras Conference of 1906, in which France and Spain delimited their zones of influence with the approval of the United Kingdom and Russia, who did not want Germany to become stronger. Germany is defeated… For now.
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Bosnian Crisis (1908): The Austro-Hungarian Empire annexes this territory, which it had previously occupied and which, nominally, belonged to the Ottoman Empire and was coveted by Serbia. The latter begins to carry out an intense propaganda in favor of 'The Great Serbia' in Bosnia.
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2nd Moroccan Crisis (1911): A rebellion breaks out in Morocco and the sultan is besieged by rebels from the city of Fez. He asked France for help, but it was Germany that showed up in Agadir with the SMS-Panther gunship to help the sultan. Faced with this way of interfering, the tension between France and Germany rises, and it is the United Kingdom that acts as mediator. The crisis is resolved by ceding France a large part of the French Congo (which included part of what is now the Republic of Congo, Gabon and the Central African Republic) to Germany.
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Balkan Wars (1911-1913): Russia encourages and supports the independence movements in the Balkan territories belonging to the Ottoman Empire. A Balkan League is created that includes Greece, Serbia and Bulgaria, which will defeat the Ottoman Turks and divide up Macedonia. Austro-Hungary views Serbian expansionism with suspicion.
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Assassination of Sarajevo (June 28, 1914): Austro-hungarian Archduke Franz Ferdinand, heir of the Empire, goes to the capital Sarajevo for military exercises and a parade. There, he is assassinated by a young Bosnian Serb nationalist, Gavrilo Princip. This fact triggers the events: Austro-Hungary, wishing to invade Serbia and have it under its control, launches an ultimatum to this country in which it asks the impossible. Actually, it is an excuse to declare war. From here, there is a cascade of declarations of war between allies of one and the other.
The new king of Serbia wanted to expand its territory at the expenses of Austria-Hungary. He dreamt about the "Great Serbia"
1904-05: Japan inflicted a humiliating defeat on Russia. The Russian population is hungry and angry.
"Serbia must die!" Austrian propaganda against Serbian nationalism
The new king of Serbia wanted to expand its territory at the expenses of Austria-Hungary. He dreamt about the "Great Serbia"
2. Development of the war
World War I was the first major war in Industrial Europe, making it a global conflict with battles on five continents. It is the "total war" with countries with all their mobilized population and all the resources at the service of the conflict. The fronts stretch for hundreds of kilometers and millions of soldiers participate. Women will have to do men's work in factories, which was a big step towards women's suffrage and equality.
2.1) The war of movements (1914)
The western front (German-French border) was the decisive one. Germany had enemies to the east and to the west. His plan, known as the Schlieffen Plan, was to defeat France quickly (within six weeks) in order to send the bulk of his troops to the Russian front, before giving Russia time to organize its attack. The plan failed because at the Battle of the Marne (September 1914) the Germans were unable to break through the French lines, led by Marshal Joseph Joffre. This gave rise to the beginning of trench warfare.
On the eastern front, the Russians launched an offensive that was totally defeated by the Germans (Battle of Tannenberg, August 26-30) as they were able to move their troops very quickly thanks to the railway.
2.2) Trench warfare. (1915-1916)
The battles were long and bloody and little or no progress was made. What an army conquered in one day, it could lose the next day in a counterattack by the enemy. It was what is known as "war of attrition".
Only when the first English and French tanks appear will the possibility of breaking through the trenches be seen.
In the Battle of Verdun (February-December 1916) Germany thought to insist again and again on this point and weaken the French troops until it managed to open a definitive breach in the lines, but Commander Joseph Joffre defended the position. The battle lasted eight months and both armies had a similar number of casualties, but the victory corresponded to France, whose lines could not be crossed.
The Battle of the Somme (July-November 1916) consisted of a Franco-British attack against the Germans to disperse them from the Battle of Verdun, but it was so bloody that more soldiers died on the Somme river, more than a million among those of the Entente and those of the Central Powers. Ultimately, the Entente achieved a tactical victory by weakening Germany. In addition, in this battle the tanks came into action for the first time in history.
2.3) The final offensives
The German submarine offensive against England (1917-1918): Germany tried to besiege England by sea, preventing supplies from reaching the island by torpedoing ships headed there. In the United States, President Woodrow Wilson, a supporter of free trade and of the seas, began to consider the possibility of entering the war, since he had not forgotten the matter of the Lusitania ship in 1915. In January 1917 the ' Zimmermann Telegram' (a German attempt to convince Mexico to declare war on the US so that it would not enter the war in Europe) and Wilson will break his proverbial neutrality: in April 1917, the United States declares the war to Germany. His intervention as an ally of the Entente was decisive.
On the eastern front, in March 1917 the Russian Revolution begins, followed by a Russian civil war. Lenin, leader of Bolshevik Russia, understands that he cannot fight against so many fronts and ends up signing peace with Germany in exchange for this country keeping a good number of Russian territories. It was the Treaty of Brest-Litovsk (March 1918). Germany gets Poland, the western part of Belarus, Courland, and Lithuania. In addition, Russia has to cede other territories to the Ottoman Empire and recognize Ukraine's independence.
Balkan Front: The combined armies of the UK, France, and Italy defeated the Turks, Bulgarians, and Austro-Hungarians. On November 3, the Austro-Hungarian Empire surrendered and Emperor Charles of Austria, the great-nephew of Franz Joseph I who had succeeded him two years earlier, abdicated.
Western Front: In the summer of 1918, Germany launched a desperate attack, the "Kaiserschlacht" (Battle of the Kaiser), which failed. The Entente, now with the help of the United States, launched a counterattack (Hundred Days Offensive) led by French Marshal Ferdinand Foch in the summer and fall that won a decisive victory. In November, a Marxist revolution broke out in Germany, at the same time that the General Staff abandoned the Kaiser and began to prepare for surrender. William II leaves Germany on the 10th. On November 11, at 11 in the morning (11 of 11, at 11) Germany asks the allies (the Entente) for peace, and they accept. The war is over.