Learning Objectives
By the end of this lesson, students will be able to:
- Identify the principal economic, strategic, and ideological pressures that pushed the United States toward overseas empire in the 1890s.
- Compare the imperialist case made by Theodore Roosevelt, Henry Cabot Lodge, Albert Beveridge, Josiah Strong, and Alfred Thayer Mahan with the anti-imperialist case made by Mark Twain, William Jennings Bryan, Andrew Carnegie, William James, and the Anti-Imperialist League.
- Explain how Frederick Jackson Turner's 1893 frontier thesis and Mahan's 1890 The Influence of Sea Power Upon History supplied the intellectual scaffolding for an expansionist foreign policy.
- Account for the chain of events that produced the 1898 annexation of Hawaii, from the planter coup against Queen Liliuokalani in 1893 to the McKinley joint resolution of 1898.
- Use Skill 2 (Comparison) to weigh the perspectives, evidence, and underlying assumptions of imperialists and anti-imperialists on a single contested case.
Key Concepts
By 1890 the United States had finished a century of continental expansion. The 1890 census reported that the line between settled and unsettled territory in the West had effectively dissolved, and three years later the historian Frederick Jackson Turner turned that finding into the argument that the moving frontier had been the engine of American democracy and that the country would now have to find a new outlet for the same restless energy. Whatever later historians would do with the frontier thesis, Turner's contemporaries seized on it as warrant for empire. Coupled with the panic of 1893, which pushed industrial output past what the domestic market could absorb, and with a generation of European empire-building that had carved up Africa and reached deep into Asia, the closing-frontier argument fed a confident sense that the United States now had to look outward (KC-7.3.I.A).
The strategic case for empire was made most influentially by the naval theorist Alfred Thayer Mahan. His 1890 study The Influence of Sea Power Upon History, 1660-1783 argued from the example of the British that a great power required a modern steam-and-steel navy, a global network of coaling stations at which to refuel that navy, an isthmian canal to move warships between oceans, and overseas markets and raw materials to sustain the industrial base behind it. The book was read in Washington, in London, and in Tokyo. Mahan personally lobbied Theodore Roosevelt and Henry Cabot Lodge, both of whom embraced his program. By 1898 the U.S. Navy had moved from rusting Civil War-era monitors to a modern force of steel battleships and protected cruisers. The strategic logic supplied a ready set of geographic targets, the Caribbean for an isthmian canal, the Pacific for a route to the China market, and Hawaii as the indispensable mid-Pacific way station (KC-7.3.I.A).
The ideological case rested on a stack of assumptions that nineteenth-century Americans found mutually reinforcing. Senator Albert Beveridge of Indiana made the most quoted version of it in his 1898 campaign speech "The March of the Flag," in which he framed expansion as the next chapter in a divine plan that ran from Plymouth Rock through the Northwest Ordinance to the Philippines. The Reverend Josiah Strong, in his widely circulated 1885 book Our Country, argued that Anglo-Saxon Protestant civilization had been chosen to remake the rest of humanity, a claim he braided with anxieties about urban poverty and Catholic immigration at home. Theodore Roosevelt, Henry Cabot Lodge, and President William McKinley drew on the same blend of Social Darwinism, racial hierarchy, and Christian mission. The English poet Rudyard Kipling supplied the period's most compact slogan when he addressed the United States directly in 1899 with the poem "The White Man's Burden," urging Americans to take up the work of governing what he called "your new-caught, sullen peoples." Imperialists, in short, claimed that empire was simultaneously good business, good strategy, and good moral duty (KC-7.3.I.A).
The anti-imperialist case formed almost as quickly. The Anti-Imperialist League, founded in Boston in November 1898 in response to the Treaty of Paris that ended the Spanish-American War, gathered an unlikely coalition. The novelist Mark Twain wrote searing essays against the war in the Philippines, including "To the Person Sitting in Darkness" in 1901. The industrialist Andrew Carnegie, the wealthiest American of the age, offered to write a personal check for twenty million dollars to buy Philippine independence outright. The Harvard philosopher William James warned that empire would corrupt the country's republican character. Three-time Democratic presidential nominee William Jennings Bryan made anti-imperialism the central plank of his 1900 campaign, arguing that the United States could not become an empire without contradicting the founding principle that government rests on the consent of the governed. The League's case rested on three braided lines of argument: the constitutional claim that the Republic had been founded against empire and could not become one without ceasing to be itself, the practical claim that ruling distant peoples without their consent violated the Declaration of Independence, and, in some quarters, an explicitly racial argument that opposed absorbing non-white populations into the body politic (KC-7.3.I.B).
The case study that brought every strand of the argument together was Hawaii. American sugar planters had dominated the islands' economy since the 1840s. The 1875 Reciprocity Treaty had given Hawaiian sugar duty-free access to the U.S. mainland market and had tied the islands' economic fate to American buyers. When the McKinley Tariff of 1890 stripped that advantage and threw Hawaiian sugar into a domestic crisis, the planter class began to push for outright annexation as the only durable way back into the U.S. market. Queen Liliuokalani, who came to the throne in 1891, moved in early 1893 to promulgate a new constitution restoring royal authority over the planter-dominated legislature. A small committee of American businessmen, led by Sanford Dole, organized a coup with the open support of U.S. Marines from the warship USS Boston in Honolulu harbor and proclaimed a provisional republic. President Grover Cleveland, taking office shortly after, refused to send the annexation treaty to the Senate, calling the coup a violation of international law and ordering an investigation that confirmed his judgment. The provisional government held on, however, and President William McKinley, taking the question up again amid the Spanish-American War, signed a joint congressional resolution of annexation on July 7, 1898. Hawaii became a U.S. territory in 1900 and the fiftieth state in 1959. The episode displayed the imperialist program at its most concrete: a strategic mid-ocean station, an economic interest in sugar, and an ideological scaffolding that allowed planters and policymakers to describe the overthrow of an indigenous monarchy as the extension of civilization (KC-7.3.I.A, KC-7.3.I.C).
The two sides of the debate did not divide neatly along party lines. Republicans dominated the imperialist camp but counted the elderly George Frisbie Hoar of Massachusetts among the League's most determined senators. Democrats supplied most of the anti-imperialist political leadership in Bryan, Hoar's House counterparts, and southern senators worried about the constitutional consequences of acquiring populations of color. Progressive intellectuals split: Theodore Roosevelt was the most enthusiastic imperialist of his generation, while Jane Addams and the social-settlement movement she led leaned strongly anti-imperialist. The 1900 election, fought on the imperialism question more squarely than any other issue, returned McKinley to the White House by a comfortable margin, and the constitutional standing of the new island territories was settled by the Supreme Court's Insular Cases in 1901. The League continued for another two decades, but the political question had been answered. The deeper argument about what kind of country an empire would make would echo through every subsequent foreign-policy debate of Period 7, from Wilson's League of Nations to the Senate's neutrality acts of the 1930s (Theme WOR).
Two Sides of the Debate
The CED expects students to be able to compare the two cases on their merits, including the points where they shared assumptions. The grid below summarizes the principal arguments on each side and flags the racial premises that, awkwardly, both camps drew on.
Imperialist Case (KC-7.3.I.A)
- Economic. Industrial overproduction after 1893 demanded new export markets and reliable access to raw materials such as Cuban sugar, Philippine hemp, and Chinese textiles.
- Strategic. Mahan's case for a deepwater navy required overseas coaling stations and an isthmian canal. Hawaii, Guam, and Manila Bay were the way stations.
- Ideological. Turner's frontier thesis suggested the country needed a new outlet. Strong's Anglo-Saxon mission, Social Darwinism, and Christian duty supplied the moral language.
- Geopolitical. European empires had divided Africa and pushed deep into Asia. Imperialists argued the United States could not afford to be left out of the contest for influence.
- Voices. Theodore Roosevelt, Henry Cabot Lodge, Albert Beveridge, Josiah Strong, William McKinley, Alfred Thayer Mahan.
Anti-Imperialist Case (KC-7.3.I.B)
- Constitutional. The Republic had been founded against empire. Ruling distant peoples without their consent contradicted the Declaration of Independence.
- Republican character. William James and others warned that empire abroad would corrupt democratic institutions at home.
- Economic. Carnegie argued that empire was a bad bargain whose costs would fall on taxpayers while the gains accrued to a narrow circle of investors.
- Self-government. Bryan made the consent of the governed the centerpiece of his 1900 campaign and called the Filipino insurgency a cause Americans should recognize.
- Voices. Mark Twain, William Jennings Bryan, Andrew Carnegie, William James, Senator George F. Hoar, Jane Addams.
Both camps included voices that drew on racial hierarchy. Many imperialists argued that Anglo-Saxons had a duty to govern what they considered lesser peoples; many anti-imperialists argued that the Republic should not absorb non-white populations into the body politic. Students should be able to recognize that the racial premise was shared even where the policy conclusions diverged.
Primary Source Excerpts
The four excerpts below sample the rhetorical bookends of the debate. Read together, they give students the imperialist and anti-imperialist cases in the words of their most influential makers.
Alfred Thayer Mahan, The Influence of Sea Power Upon History, 1660-1783, 1890
"The history of Sea Power is largely, though by no means solely, a narrative of contests between nations, of mutual rivalries, of violence frequently culminating in war. ... The due use and control of the sea is but one link in the chain of exchange by which wealth accumulates; but it is the central link, which lays under contribution other nations for the benefit of the one holding it."
Mahan, an officer at the Naval War College in Newport, drew his lesson from the British example: a modern industrial nation could not protect its commerce or project its will overseas without a deepwater navy and a chain of bases to fuel it. The book translated into a concrete program: build battleships, dig an isthmian canal, secure Hawaii and the Philippines as Pacific stations, and treat the Caribbean as an American lake. Mahan corresponded with Theodore Roosevelt and Henry Cabot Lodge through the 1890s, and the two men carried his program into office.
Alfred Thayer Mahan, The Influence of Sea Power Upon History, 1660-1783 (Boston: Little, Brown, 1890). Library of Congress digital ID: 12025130. View at Library of Congress →Albert J. Beveridge, "The March of the Flag," Indianapolis, September 16, 1898
"Fellow citizens, it is a noble land that God has given us; a land that can feed and clothe the world; a land whose coastlines would enclose half the countries of Europe; a land set like a sentinel between the two imperial oceans of the globe. ... The Opposition tells us that we ought not to govern a people without their consent. I answer, the rule of liberty that all just government derives its authority from the consent of the governed, applies only to those who are capable of self-government."
Beveridge delivered the speech as the Republican candidate for U.S. Senate from Indiana, two months after the McKinley joint resolution annexed Hawaii and three weeks after Spain signed the Treaty of Paris ceding the Philippines, Puerto Rico, and Guam. The address became the period's most quoted statement of the imperialist case, fusing economic argument, racial-religious mission, and an explicit rejection of the consent-of-the-governed principle for peoples Beveridge considered incapable of self-rule. Beveridge won his Senate seat that November.
Albert J. Beveridge, The March of the Flag, campaign address at Indianapolis, September 16, 1898. Library of Congress digital ID: 12005451. View at Library of Congress →Anti-Imperialist League Platform, Chicago, October 17, 1899
"We hold that the policy known as imperialism is hostile to liberty and tends toward militarism, an evil from which it has been our glory to be free. We regret that it has become necessary in the land of Washington and Lincoln to reaffirm that all men, of whatever race or color, are entitled to life, liberty, and the pursuit of happiness. We maintain that governments derive their just powers from the consent of the governed. We insist that the subjugation of any people is criminal aggression and open disloyalty to the distinctive principles of our government."
The League had been founded at Faneuil Hall in Boston in November 1898; the Chicago platform of October 1899, drafted as the Filipino-American War widened, gave the movement its definitive statement of principles. Signatories included Mark Twain, Andrew Carnegie, William James, Jane Addams, Samuel Gompers, and former president Grover Cleveland. The platform pinned the case against empire to a single sentence from the Declaration of Independence and accused the McKinley administration of betraying the founding principle of self-government.
American Anti-Imperialist League, Platform Adopted at Chicago, October 17, 1899. Library of Congress digital ID: 12005452. View at Library of Congress →William Jennings Bryan, Imperialism Speech, Indianapolis, August 8, 1900
"If it is right for the United States to hold the Philippine Islands permanently and imitate European empires in the government of colonies, the Republican Party ought to state its position and defend it. If it is not right, then the United States must abandon the idea. ... The forcible annexation of the Philippines is not necessary to make the United States a world power. ... A republic can have no subjects. A subject is possible only in a government resting upon force; he is unknown in a government deriving its just powers from the consent of the governed."
Bryan accepted the Democratic nomination for president on the imperialism question. The speech, given a few weeks after the McKinley administration had begun the long counterinsurgency in the Philippines, framed the choice as a constitutional one between the founding tradition and a European-style empire. Bryan lost the November election to McKinley, who carried the imperialist platform comfortably, but the speech remains one of the period's clearest statements of the anti-imperialist case for a republic that could not become an empire without ceasing to be a republic.
William Jennings Bryan, Speech of Acceptance, August 8, 1900. Library of Congress digital ID: 12005453. View at Library of Congress →Discussion Questions
- (Comparison) Compare the imperialist and anti-imperialist arguments at the level of their underlying assumptions. On which premises did the two sides agree, and on which did they genuinely differ? Use one specific source from each camp to support your answer.
- (Causation) Trace the chain of pressures that produced the call for overseas empire in the 1890s. Which of the three pressures, economic, strategic, or ideological, do you find most decisive, and why?
- (Comparison) Compare Albert Beveridge's "The March of the Flag" with William Jennings Bryan's 1900 imperialism speech. What does each say about the consent of the governed, and how does each handle the question of race?
- (Continuity and Change) Account for the role of Frederick Jackson Turner's frontier thesis in the imperialist argument. Was the closing of the western frontier truly a cause of overseas expansion, or did imperialists use the thesis as a rhetorical justification for a policy they had already decided to pursue?
- (Causation) Account for the chain of events that produced the 1898 annexation of Hawaii. At which decision point, the 1890 McKinley Tariff, the 1893 planter coup, the Cleveland refusal, or the McKinley joint resolution, do you think a different choice would have produced a different outcome?
Classroom Activities
Three Pressures Sort
Hand pairs a stack of fifteen index cards listing 1890s developments such as the panic of 1893, Mahan's book, Turner's thesis, the McKinley Tariff, and the Boxer Rebellion. Students sort the cards into three columns labeled Economic, Strategic, and Ideological, then defend two cards that could be argued for either of two columns. The exercise builds the multi-causal explanation Skill 5 expects on the LEQ.
The 1900 Election Debate
Divide the class in half. Group A plays McKinley campaign surrogates and must build the imperialist case using Mahan, Beveridge, and Strong. Group B plays Bryan campaign surrogates and uses Twain, Carnegie, and the Anti-Imperialist League platform. Each side gives a four-minute opening, two minutes of cross-examination, and a two-minute close. The class then casts a private vote and debriefs which arguments did the persuasive work.
Hawaii Decision Tree
Project a five-step decision tree with branches at the 1875 Reciprocity Treaty, the 1890 McKinley Tariff, the 1893 planter coup, the Cleveland refusal, and the McKinley joint resolution of 1898. In small groups, students identify which actor held real choice at each step and what the next-best alternative would have been. The activity sharpens the Causation reasoning process by separating long-running structural pressures from individual decisions.
Two Voices on Race
Pair Beveridge's "March of the Flag" with the Anti-Imperialist League platform. In small groups, students identify the racial premises in each document and explain how each side reached opposite policy conclusions from a partially shared starting point. The exercise prepares students for the AP question that asks them to weigh shared assumptions across a debate.
Vocabulary
Standards Alignment
Draft alignment — pending educator review. AP USH codes correspond to the official College Board Course and Exam Description (Effective Fall 2023, Version 1). Statements below are paraphrased in the CountryReports voice; refer to the College Board's published CED for verbatim wording.
Theme
Historical Thinking Skill and Reasoning Process
Learning Objective
Key Concepts
AP Practice Questions
- (A) The U.S. acquisition of overseas territories following the Spanish-American War.
- (B) The Senate's rejection of the Treaty of Versailles in 1919.
- (C) The federal regulation of railroads under the Hepburn Act of 1906.
- (D) The 1924 Immigration Act and the system of national-origin quotas.
- (E) The 1882 Chinese Exclusion Act.
Correct: (A). Beveridge gave the speech as the Republican Senate candidate from Indiana two months after the McKinley joint resolution annexed Hawaii and three weeks after Spain ceded the Philippines, Puerto Rico, and Guam in the Treaty of Paris. The address fused economic, strategic, and racial-religious arguments in support of the imperialist program of overseas acquisition that defined Topic 7.2 (KC-7.3.I.A; LO 7.B; Skill 2.C).
- Identify ONE specific argument made by imperialists in support of overseas expansion in the 1890s.
- Identify ONE specific argument made by anti-imperialists against overseas expansion in the 1890s.
- Explain ONE specific way in which the imperialist and anti-imperialist arguments shared a common premise, even though they reached opposite conclusions.
Scoring: 1 point for each part. Strong responses to part (a) might cite Mahan's strategic argument for a deepwater navy and overseas coaling stations, the economic argument that industrial overproduction required new markets, Beveridge's racial-religious vision of an American mission, or Turner's frontier thesis as warrant for a new outlet (KC-7.3.I.A). Part (b) responses might cite the constitutional case that the Republic had been founded against empire, the Carnegie argument that empire was an economically poor bargain, or Bryan's appeal to the consent of the governed (KC-7.3.I.B). Part (c) responses might note that both sides drew on racial hierarchy: imperialists argued that Anglo-Saxons had a duty to govern others, while many anti-imperialists opposed absorbing non-white populations into the body politic (LO 7.B; Skill 2.C).
The full seven-document set for this DBQ lives in the Unit 7 practice exam packet (Document A: Alfred Thayer Mahan, The Influence of Sea Power Upon History, 1890; Document B: Frederick Jackson Turner, "The Significance of the Frontier in American History," 1893; Document C: Josiah Strong, Our Country, 1885; Document D: Albert Beveridge, "The March of the Flag," 1898; Document E: Anti-Imperialist League Platform, 1899; Document F: Mark Twain, "To the Person Sitting in Darkness," 1901; Document G: William Jennings Bryan, Imperialism Speech, 1900).
Scoring framework: 1 point thesis, 1 point contextualization, up to 4 points evidence (at least 3 documents used to support the argument, plus an outside-evidence point), 1 point sourcing (point of view, purpose, situation, audience for at least three documents), 1 point complexity. Maximum 7 points.
Scoring framework: 1 point thesis, 1 point contextualization, 2 points evidence (at least two pieces of specific historical evidence, one of which directly supports the argument), 1 point analysis using the Comparison reasoning process, 1 point complexity. Maximum 6 points.

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