Learning Objectives
By the end of this lesson, students will be able to:
- Account for the causes that drove the United States into war with Spain in April 1898, including the Cuban war for independence, yellow journalism in the Hearst and Pulitzer press, the de Lome Letter, and the explosion of the USS Maine.
- Trace the course of the war from the May 1898 Battle of Manila Bay through the July land campaign at San Juan Hill and Santiago to the August armistice.
- Account for the territorial settlement produced by the Treaty of Paris, including the cession of Puerto Rico, Guam, and the Philippines and the conditional independence of Cuba under the Platt Amendment of 1901.
- Account for the causes and consequences of the Philippine-American War of 1899 to 1902, including the role of Emilio Aguinaldo and the human cost of the American counterinsurgency.
- Use Skill 2.B (Sourcing and Situation) to read at least two primary sources for what they reveal about the political, journalistic, and racial assumptions that produced an American overseas empire in 1898.
Key Concepts
By the middle of the 1890s, three currents were running together. The first was a Cuban war for independence. Cuban revolutionaries under the writer and political organizer José Martí launched a renewed war against Spanish rule in February 1895. Spanish authorities responded by appointing General Valeriano Weyler, who in 1896 began herding rural Cubans into fortified reconcentration camps to deny the insurgents food, shelter, and recruits. Disease and starvation killed roughly 150,000 civilians inside those camps by the end of 1897. The second current was the most aggressive newspaper press the United States had yet produced. William Randolph Hearst's New York Journal and Joseph Pulitzer's New York World were locked in a circulation war and discovered that lurid coverage of Spanish atrocities sold papers. The style they invented, what contemporaries called yellow journalism, treated Cuba as a moral emergency that demanded American intervention. The third current was an emerging imperialist faction, led by Theodore Roosevelt, Henry Cabot Lodge, and the naval theorist Alfred Thayer Mahan, who had been arguing since the late 1880s that the United States needed coaling stations, a battle fleet, and overseas markets to keep up with the European great powers (KC-7.3.I.A).
Two events in February 1898 made war almost impossible to avoid. On February 9, the New York Journal published a stolen private letter that the Spanish minister to Washington, Enrique Dupuy de Lome, had written to a friend in Havana. The de Lome Letter dismissed President William McKinley as a weak and pandering politician and revealed that Spain was negotiating with the United States in bad faith. Six days later, on the night of February 15, the battleship USS Maine exploded at anchor in Havana harbor. Two hundred sixty-six American sailors died. Subsequent investigations have suggested that the explosion was probably caused by a coal-bunker fire that ignited an adjacent powder magazine, but in February 1898 the country and the press blamed Spain. Within days the slogan "Remember the Maine, to hell with Spain" was on placards from Boston to San Francisco. President McKinley resisted intervention through the rest of February and March, but on April 11 he sent a war message to Congress that asked for authority to use military force in Cuba on humanitarian, strategic, and commercial grounds. Congress passed the war resolution on April 20 with the Teller Amendment attached, a self-denying provision that promised the United States would not annex Cuba. Spain broke diplomatic relations on April 21 and Congress formally declared war on April 25, 1898.
The fighting lasted just over ten weeks. The first blow fell halfway around the world. Commodore George Dewey, in command of the Asiatic Squadron at Hong Kong, had standing orders from Assistant Secretary of the Navy Theodore Roosevelt to attack Spanish forces in the Philippines on the outbreak of war. On May 1, 1898, Dewey steamed into Manila Bay and destroyed the entire Spanish Pacific squadron without losing a single American sailor. In Cuba, an expeditionary force under General William Shafter landed near Santiago in late June. The First Volunteer Cavalry, organized largely by Theodore Roosevelt and known as the Rough Riders, fought alongside African American regulars from the 9th and 10th Cavalry in the July 1 assault on the heights east of Santiago. Press coverage of the action at San Juan Hill made Roosevelt a national hero and put him on the path that led to the governorship of New York in 1898, the vice presidency in 1900, and the presidency in 1901. Two days later, the Spanish Caribbean squadron tried to break out of Santiago harbor and was destroyed by an American blockading force. Spain sued for peace on July 17, and an armistice took effect on August 12, 1898.
The peace settlement produced an island empire (KC-7.3.I.C). The Treaty of Paris, signed on December 10, 1898, required Spain to renounce sovereignty over Cuba, cede Puerto Rico and Guam to the United States outright, and transfer the entire Philippine archipelago to the United States in exchange for a payment of twenty million dollars. Ratification of the treaty in the U.S. Senate became the focus of a sustained anti-imperialist campaign led by William Jennings Bryan, Mark Twain, Andrew Carnegie, and the broad Anti-Imperialist League, which warned that holding overseas colonies would betray the country's republican tradition (KC-7.3.I.B). The Senate ratified the treaty on February 6, 1899, by a margin of just two votes over the two-thirds threshold. Cuba received nominal independence under American military occupation, which became conditional independence in 1901 when the United States required Cuba to incorporate the Platt Amendment into its new constitution as the price of American military withdrawal. The amendment forbade Cuba to enter into agreements that might impair its sovereignty, capped Cuban public debt, granted the United States a perpetual lease on a naval station at Guantanamo Bay, and reserved to the United States a unilateral right of intervention. Under the Platt Amendment the United States sent troops back into Cuba in 1906, 1912, and 1917. The amendment was finally repealed in 1934 under Franklin Roosevelt's Good Neighbor Policy. The Guantanamo Bay lease has remained in force ever since.
The Philippines went a different way. Filipino nationalists under Emilio Aguinaldo had fought beside American forces against Spain in the summer of 1898 in the expectation that victory would deliver Philippine independence. When the Treaty of Paris instead transferred the islands to the United States, Aguinaldo declared an independent Philippine Republic in January 1899, and on the night of February 4 American and Filipino troops exchanged fire on the outskirts of Manila. The Philippine-American War ran officially from 1899 to 1902, although fighting in the southern Muslim regions of the islands continued for more than a decade. The American counterinsurgency was unusually brutal. Civilians were relocated into camps that drew explicit comparison with the Spanish reconcentration camps the United States had only just gone to war to oppose. The water-cure interrogation method, an early form of waterboarding, was used routinely. Towns and crops in resistance districts were destroyed. Estimates of Filipino dead range from roughly 200,000 to one million, a substantial portion of them civilians killed by famine and disease. American casualties amounted to roughly 4,200 dead, about ten times the number lost to Spain in the war of 1898. In 1901 the Supreme Court ruled in the Insular Cases that the Constitution does not "follow the flag" to unincorporated territories, and that Filipinos and Puerto Ricans were therefore not entitled to the full constitutional protections that residents of the contiguous United States enjoyed. The doctrine remained the legal framework of American territorial governance through the 20th century and parts of it survive into the present.
The 1898 war and what followed it produced a recognizable American world power. By 1900 the United States held permanent naval coaling stations from Puerto Rico in the Caribbean to Guam and the Philippines in the western Pacific. The country had a battle fleet that within a decade Theodore Roosevelt was confident enough to send around the globe in the Great White Fleet of 1907 to 1909. American business had treaty access to Asian markets, and an American governor-general sat in Manila. The price was a four-year insurgency, a permanent argument over how a republic could rule colonies it refused to admit as states, and a Cuban relationship that was not corrected until the mid-1930s. Topic 7.4 takes up the Progressive Era at home, but the foreign-policy thread that 7.3 opens runs forward through Topic 7.5 (the First World War), Topic 7.11 (interwar foreign policy), and Topics 7.12 through 7.14 (the Second World War and the postwar order) and supplies the Theme WOR backbone of the unit (LO 7.C).
Primary Source Excerpts
The four sources below sample the war as it was made and as it ended. Use Skill 2.B (Sourcing and Situation) to ask of each one who produced it, for what audience, and for what purpose.
New York Journal Coverage of the USS Maine, February 17, 1898
The Hearst coverage of the Maine explosion is the textbook example of yellow journalism in action. By February 17, 1898, no naval inquiry had concluded what destroyed the battleship; modern ordnance specialists believe the explosion was probably accidental. The Journal nevertheless presented Spanish guilt as established fact, illustrated the front page with a fabricated diagram, and demanded immediate American retaliation. Within ten days the Journal's circulation crossed one million copies, the first New York daily to cross that line. The relevant Skill 2.B questions for the source are who produced it (a publisher chasing circulation), for whom (a mass urban readership), and for what purpose (to drive sales and to shape policy by inflaming public opinion).
William Randolph Hearst, ed., New York Journal, February 17, 1898. Hosted by Chronicling America at the Library of Congress. View at Library of Congress →William McKinley, War Message to Congress, April 11, 1898
"The forcible intervention of the United States as a neutral to stop the war, according to the large dictates of humanity and following many historical precedents where neighboring states have interfered to check the hopeless sacrifices of life by internecine conflicts beyond their borders, is justifiable on rational grounds. ... I ask the Congress to authorize and empower the President to take measures to secure a full and final termination of hostilities between the Government of Spain and the people of Cuba."
McKinley's war message offered Congress four reasons to intervene in Cuba: humanitarian rescue from Spanish reconcentration, the protection of American property and trade, the suppression of a continuing source of regional instability, and the defense of American national honor following the loss of the Maine. Notable for its silence on Cuban independence as a stated war aim. The message was followed nine days later by the Teller Amendment, attached to the war resolution by Senator Henry Teller of Colorado, which committed the United States not to annex Cuba. The asymmetry between the silence of the message and the explicit promise of the amendment helps explain why Cuba alone among the Spanish possessions emerged with even nominal independence after the war.
William McKinley, Special Message to Congress, April 11, 1898. Library of Congress digital ID: 12005454. View at Library of Congress →Treaty of Peace Between the United States and Spain, December 10, 1898
"Article I. Spain relinquishes all claim of sovereignty over and title to Cuba. ... Article II. Spain cedes to the United States the island of Porto Rico and other islands now under Spanish sovereignty in the West Indies, and the island of Guam in the Marianas or Ladrones. Article III. Spain cedes to the United States the archipelago known as the Philippine Islands. ... The United States will pay to Spain the sum of twenty million dollars."
The Treaty of Paris was the deepest territorial settlement the United States had agreed to since the 1848 Treaty of Guadalupe Hidalgo and the first to bring overseas, non-contiguous, non-state territories under American sovereignty. Article III, which transferred the Philippines, was the heart of the anti-imperialist objection in the Senate, and it was Article III that the Insular Cases of 1901 then translated into the doctrine that the Constitution does not follow the flag. Skill 2.B notes: the treaty's authors were diplomats from two empires negotiating over the heads of the Cuban and Filipino nationalist movements that had fought the war on the ground.
Treaty of Peace Between the United States of America and the Kingdom of Spain, signed at Paris, December 10, 1898. Hosted by the Avalon Project at Yale Law School. View at Avalon Project at Yale →The Platt Amendment, March 2, 1901
"The Government of Cuba shall never enter into any treaty or other compact with any foreign power or powers which will impair or tend to impair the independence of Cuba. ... The Government of Cuba consents that the United States may exercise the right to intervene for the preservation of Cuban independence, the maintenance of a government adequate for the protection of life, property, and individual liberty, and for discharging the obligations with respect to Cuba imposed by the Treaty of Paris."
The Platt Amendment, drafted by Senator Orville Platt of Connecticut as a rider to a 1901 army appropriations bill, was attached to the Cuban constitution as the price of American military withdrawal. It converted Cuba into a quasi-protectorate, gave the United States a perpetual lease on Guantanamo Bay, and was used to justify three direct American military interventions in Cuba over the next sixteen years. The 1934 repeal of the amendment, under Franklin Roosevelt's Good Neighbor Policy, retained the Guantanamo lease that survives to the present day. The amendment is the clearest single document for the argument that the Teller Amendment's promise not to annex Cuba was honored on the surface and gutted in substance.
An Act Making Appropriations for the Support of the Army for the Fiscal Year Ending June Thirtieth, Nineteen Hundred and Two (Platt Amendment), March 2, 1901. Hosted by the Avalon Project at Yale Law School. View at Avalon Project at Yale →Discussion Questions
- (Causation) Rank the four immediate causes of American intervention in Cuba in April 1898 (the Cuban war for independence, yellow journalism in the Hearst and Pulitzer press, the de Lome Letter, and the explosion of the USS Maine). Defend the order of the ranking with specific evidence.
- (Sourcing) Apply Skill 2.B to the February 17 New York Journal coverage of the Maine. Identify the producer, the intended audience, the purpose, and the historical situation, and account for how each one shapes the credibility of the source as evidence about what destroyed the battleship.
- (Causation) Account for why the United States annexed the Philippines outright in 1898 but accepted only a quasi-independent Cuba under the Platt Amendment in 1901. What does the asymmetry reveal about the racial and strategic assumptions of American policymakers?
- (Continuity and Change) Compare the Spanish reconcentration policy of 1896 with the American counterinsurgency in the Philippines from 1899 to 1902. Identify two continuities and one significant shift, and account for how Americans of the time reconciled the comparison.
- (Causation) Account for the relationship between the imperialism debate of 1898 to 1900 and the broader Theme WOR arc that runs forward into the First World War, the interwar period, and the Second World War. At which point in the chain does the country reach the foreign policy of 1945?
Classroom Activities
Causes Web
On the board, draw four arrows pointing inward at a center node labeled "April 1898 War Resolution." Label the arrows Cuban Independence, Yellow Press, de Lome Letter, and USS Maine. In small groups, students fill each arrow with two pieces of specific evidence and rank the arrows by causal weight. The class then negotiates a single ranking and defends it.
Front Page Forensics
Distribute the February 17, 1898, New York Journal facsimile and a Skill 2.B graphic organizer with columns for producer, audience, purpose, and historical situation. Working in pairs, students complete the columns, then write a single paragraph that accounts for how a piece of journalism with no evidence behind it nevertheless became one of the loudest causes of a war.
Senate Debate, February 1899
Stage a five-minute Senate debate on the ratification of the Treaty of Paris. Three students argue for the treaty using Theodore Roosevelt's, Albert Beveridge's, and Henry Cabot Lodge's positions; three argue against it using William Jennings Bryan's, Mark Twain's, and the Anti-Imperialist League platform's positions. The remaining students serve as undecided senators and vote at the end. Compare their vote to the two-vote actual margin.
Cuba and the Philippines, Side by Side
Provide a two-column graphic organizer with rows for political status after 1898, key 1901 document, presence of an American military intervention before 1934, and current status. Students fill the columns for Cuba and the Philippines and write a one-paragraph claim that accounts for the asymmetry, drawing on the Platt Amendment, the Philippine-American War, and the Insular Cases.
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 Concept
AP Practice Questions
- (A) The United States acquired Puerto Rico, Guam, and the Philippines while granting Cuba a conditional independence later limited by the 1901 Platt Amendment.
- (B) Spain retained the Philippines in exchange for ceding Cuba, Puerto Rico, and Guam outright to the United States.
- (C) The treaty granted full independence to Cuba, Puerto Rico, and the Philippines under American military protection.
- (D) The United States returned all conquered territories to Spain in exchange for a twenty-million-dollar indemnity.
- (E) Filipino nationalists under Emilio Aguinaldo were granted a recognized seat at the negotiating table in Paris.
Correct: (A). Spain renounced sovereignty over Cuba, ceded Puerto Rico and Guam outright, and transferred the Philippines to the United States in exchange for twenty million dollars (KC-7.3.I.C). The Teller Amendment of April 1898 had pledged the United States not to annex Cuba; the Platt Amendment of 1901 then made Cuban independence conditional on a perpetual American right of intervention and a Guantanamo Bay naval lease (LO 7.C; Skill 2.B).
- Identify ONE specific cause of American intervention in Cuba in April 1898.
- Explain ONE specific way the territorial outcome of the Spanish-American War for Cuba differed from the outcome for the Philippines.
- Explain ONE specific way the Insular Cases of 1901 reshaped the legal relationship between the United States and the territories acquired in 1898.
Scoring: 1 point for each part. Strong responses to part (a) might cite the Cuban war for independence under José Martí, the de Lome Letter of February 9, 1898, the explosion of the USS Maine on February 15, or the yellow journalism of the Hearst and Pulitzer press (KC-7.3.I.C). Part (b) responses might contrast the conditional Cuban independence under the Platt Amendment with the outright annexation of the Philippines and the 1899 to 1902 Philippine-American War. Part (c) responses might cite the doctrine that the Constitution does not "follow the flag" to unincorporated territories and the resulting denial of full constitutional protections to Filipinos and Puerto Ricans (KC-7.3.I.C; LO 7.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: New York Journal coverage of the USS Maine, February 17, 1898; Document C: William McKinley, War Message to Congress, April 11, 1898; Document D: Anti-Imperialist League Platform, 1899; Document E: Treaty of Paris, December 10, 1898; Document F: Albert Beveridge, "March of the Flag" speech, 1898; Document G: Platt Amendment, 1901).
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 Causation reasoning process, 1 point complexity. Maximum 6 points.

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