Documentos de Académico
Documentos de Profesional
Documentos de Cultura
.ud
i.n. late
Bombay and
P'um1j1a,b Sa.tisb Chandra Mishra 3
Di.IJ'OISCSii,aa md Differentii,aUon of
p,aa&DIIbJ m1 l . .be Punj,ab Durin1
.Rul:e N.av1ed Hamid 52
A.ccUIIIIul&llilion and Aulbori1ari1anism on
tb1e Pio,oeer Prooder ,o1f Br:azil J,oe fo,w,eraker 9.:5
FR.A,N.K CASS & 00. L Tn.
1
0AINSBOIR,
1
0'UOH HOUSE,, GA-N'SBIOR0
1
'UGH .ROAD,
L01NDO'N E 'I :l rRS
118
-
.
\.
BOOKREVffiWS
Pe:asant Nationa:lis:ts ofG,ujarat:
Kheda D'istri'ct,. 19'1 'J:..J934,
b'Y David Hardim.an
Rice Economy and L,an,d Tenure ,in We-S'I
Malaysia.,,
by Ke:nso Hor
The Struggle in the Andent Oref!k
Wo,rldfro,m ,the Arch.alc Ag:e to th!e' Arab
Cmrzqu,es,ts.,
HiogAi,Yun
HB
121
by 0 .. E .. M. de Ste .. Pcter Oarns,cy 123
.Seler:.te:d Essa:y,s ofFre:drik B:arth',. I:
Pr:ocess and Form in So,c:iul Lije.,
V:olume 11.: Fe:atulies and'
Sodety in! Swat Akbar S. Ahm.'ed 12.6
and An Essay on
Enti.tlement an,d Deprivati:o,n:,
" by Amartya Sen Nigem 12:8
The P'olit:ical of R'ura,l
Dievelop,ment. ln'ternationtli
Capital, ,and' th'e Stille,,
by Rosemary E. OaUl P'ervmz Naziir 1.30
A of the .Ouyanese Worldng P,eople,
18:8'1-1905,
by W.alt,er Rodney Madett.a. Mo,rris:s.ey I. 312
lnd'ustrial De,ve:lop,ment ,an,d Migratl'.t
La'b:O'Ii.r,,
bry Juan Laite
1bu:arregs Nlg:eriens.: Unit;: ,culturrell'e et
.dl11:er:s,it:e
1
regi:OIJ'Qll' d''un peuple'past:eur,,
PerUn
by Bdmo,nd Bemus. Sue Mardn
The En!danered Sex. Neglec:t ojFemG:I'e
Cll.:,il'dren ,tn Rura:IJn,dia,
by ,arbara MiU.er Ursul.a M.
Th!e Pt:J,litir:-s Su,g:ar
Co-,operatlves in R'uru.l Mtlhtlrasft',tru,,
'114"'
,II _ i;JI
by B. s., Bav:iskar l.anad1u.a: Chith,e:J,en 1144
T:h!e S:truggle LtJ'n,d: A Ec:o,nomy
qf the Ptoneer Fr;ontier .in Brazilfrom
193,0 to tlle Present Day,
by Jo,e Jlan &ox.borou,slb 41
The Introduction of Free Labour on Slio P'aulo
Plantations
Verena Stolcke* and Michael M. HaU**
INTRODUCTION
As a country with abundant land and a rel!atively scarce population. Erazi]
confronted specia1 problems in the creation of a labour force. Until the 1850s ..
slaves rnade up the bulk of the workforce needed by large-s.cale export
agriculture. By the mid-nineteenth ,c,entury, however, as slavery came under
increasing attadc, at J,east some So P'aulo coffee planters began experimenting
with free labour. The abomion of the sl!ave trade in 1850. moreover. coincided
with tbe penetration and rapid exp,ansion of coffee in western Sao Paulo .. due to
the dedine of the other main coffee-growing regjon- the P'araiba VaUey- and
in response to lhe growing international demand for coffee. The of
free in So P'a.ulo agriculture is. in e'ffect an instance of the creation of a
fr,e.e la.bour force in a of agricultmal development under con-
ditions of potentially scarce .labour supply. 'Our soil offers unlimited weaUh.
but we Iack labour/ as one contemporary put the crucial obstacle to continued
agricuHural deveJopment which So Paulo planters raced in the Second half of
the nineteenth century.
1
The most forward-looki.ng cofTee planters dearly sa.w
alter l8.50 that a way of replacing slave llabour. or at least supplcmenting it.
wouJd have tobe found in the fa.irl.y near futurein order to proviidie the si1zeable
number of workers requ.ired for this very labour-i1ntensive crop. Sliwery in fact
cont.inued! unt.il 1888, but it was precisely the increasing debate over the l!abour
quesHon,. a.nd! the experi1mentation in the followi.ng decades by Sao P;wlo
planters, which eventually made possible a rellatively non-violent transition to
free labour.
The creation of a. l!abour i1s never an ex.dusi1vclly dcmogrnphic qucstion.
]n the of a readlily a.vailablle local reserve of lahom .. So Paulo plancers
resorted to t.he use of i.mmig.rant workers. thcir cxpcdence with
slaves had made them acutely awar'e of the necd cffcctivc of labour
control'. Thus, issue planters faccd lhrnughotH thc sccond hrtiJ
of the nineteenth ,c,entury wa,s not only that of fi1nding a ncw sourcc <1f lahour to
replace their slaves,. also of how l.o organisc and cnntrol frcc lahour
effici.,entlly. The devellopment and organi1sll!(m of a flrc,c lnhour fon;c ror thc S(l
Paulo pb.ntalions was both an economic nnd a pc;ll
1
ilical Thc
dynamics of the situation dcdved from hor.h t.hc ccnnnmic uf thc
pJ.a.nters and from the ba.rga.ining ,power availnhlc to tr, rcsht thc
planters' impositions.
The objective of this a.rticlc is lo understand hnv. S5o Paulo pl;:ullcr!'
Unt>rsuat ,,., 11Wnnma tlt .urrflona.
u Univ,rrsidadr
S.o Paulo Coffee Plantalions 171
eventually solved their labour problems .. The eiTective supply of labour at any
p.articular moment is irnportantly afTected by the sanctions and incentives
avaUable to employers to enforce their pO\\er over labour to extract profit. In
the So Paulo case. absence of an established labour market decisivelv
determined the planters choices of labour systems and their evolution. The
early difficulties with free labour have repeatedly been attributed to the relative
unprofitability of irnmigrant workers in comparison to s1aves.
2
yet what
induced planters to introduce free labour in the first place was their increasing
awareness that slavery \iii.'as doomed. The more interesting initial question. then.
is why planters lirst chose shamcropping as the labour systern under 'vhich free
Iabour was to be introduced. rather than a wage svstem or some other
..... L...- - --
arrangement.
The absence of an established labour rnarket not only decisively determined
the planters' choice of labom systems but also their fortunes '"ith them. The
success of thc labour syst,ems introduced '"as not only deterrnined by cost
factors (in the narrow sens,e of the cost of obtaining immigrant labour). nor
even by the planters' ideology (their supposed 'bacb\ardness or. alternatively.
their exemplary entrepreneurial spirit). but importantly by the struggle between
planters actions and ,,,:orkers' responses as shaped by the economic and
po1ical circumstances in which they found themsehes. As we \vill attcmpt to
show. it is this interrelationship betv.reen systems of labour exploitation and
paUerns of labour resistance which explains the successive transformations of
the forms of labour contracting adopted.
n-IE SHARECROPPING CONTRACT
In 184 7. Senator Vergueiro. the owner of a I arge estate near the town of
Limeira. in thc provincc of Sao P'aulo. became thc first planter to introduce
immigrant labour for work in coiTee production.J Vcrgueiro. as his son later put
it .. hadl foreseen that thc end of slavcrv was onllv a matter of Initially the
immigrants sccm to havc bccn offcred tv.o kinds of contract: a sharccropping
and a labour )Ieasing locaro dc scrl'i(os l contract. but they opled for thc
According to thc sharccroppi,ng contract. thc plantcr thc
immigr::mts' transportaon from thcir country of origin to thc port of Santos.
advanccd thc cost of transport from Santos tn thc Jllantlllion. as weil as thc
nnd tools thc immigrants nccdcd until thcy could pay for thcm with
thc procccds frnm c.hcir first crnps. Thc plantcr assigncd thc workcrs thc
numh,cr of tr,ccs thcy could tcnd. harvcst and prnccss. and allollcd thcm
a pkc,c of hmd (111 \!vhich tn gro\\,' thcir own food crnps. h1 acldition. thc
wcrc 11-in:n a housc. !lpparcntly frcc of chargc. Thcir rcmuncration
cnnsistcd of half t.hc nct rrolit from coiTcc and frnm thc food crops. Thc
lahnurcrs \l.:crc ohlij!cd to rcpay l.hc incurrcd hy thc plantcr nn tbcir
hclwiJ v.ith <U least ha.lf of thcir )Tarly rcturns from cofTcc. The initial cont ract
did nnt spccify lhc lcnJ.!I.h of its duratinn. hut statcd thc ammml nf thc dcbt
nwcd hv thc on :u.:cotnU nf his Iransportalion cnsls anti othcr
ml'li'aru.:cs. l;or any amnunt aftcr !wo ycars. thc lahourcr wa" to hc
172
cbarged interes.t,, wbiclll wa.s: t'o be tbe ca.sc' witb other adlv.ances after one year .
Fm.allly., tbe immtigr8JIItts move off d1t1e: untU they had
repaid tbeir debt:s:. Should tbey do' s:,o, they in,cutrred a .subs.tl.antiaJ :fine. Work
was: organisedl and s:opervised by thc pllanter his admitnislrator.
Ja.bourers: wete' e:xpJi,cildy n:qu:iired conduct. th,emsellves in a peaceful manner ..
6
The' thus: transferred aD thte e.x.penses of obt.ain1ing itmmigrant labour
kl1 th.e
1
C onsequendy, such workers start,ed aJire.ady
burd:ened by a substaDti.al! debt. U w:as g:ener.ally thal a diligent
ll.abomcr wouJd t,ake am averag,e of t'o pay off hi.s debt'
In the 185,0s, a number of pbmters.,, irnpressed by the .apparent success,
- -
o,f' the Vergueiro, ,ezperiment and conc.em;,ed with th:1e ,eftiects of tbe ter-
mina.tion ,of tbe sJ,a.ve trade, a.p,pro,acbed V erguei.ro, and to obtaitn imnrgrant
for tb.ems:elv,es. At this ,c,ontracts mon: onero,us: f7or th.e
immtiigrants:. No1t did Vergueiro and Co. begin UJ' charg,e a
missic1111, tobe debled tlo1 the Jabourers,, but mterest debts, was, now ch.arted
ftom tbe dl,a.te of arrival,. som,elimes: at a rate o( J 2 per cent rather :llh ..an the
pre:vioUts; m per ccnL
1
.M'or,eover,. from tlhe ea:dy onwards the who11,e
iiDIIIIIii!JU!ft faDJily W8S heJd fiab1),e for tJhe de:b(., WhJ!1Ch1 W3JS, the W,ay by
to attempt to pro,ted. i:n the of the death
or the family be.ad.
9
Finally, whiJI,e free had inititay been expeeted to
fb,e co"ee tbey by UI:S6 tbey were graduaJIJy ,o,fthis
task,, and in1.steadl were ch.arged a ilbed fee: per unit. of c,offee harvested.
11
By m s:ss. a,bout 3.,300 immigrantt liabo,urers: worldng
ti.on:s, m the: of Pa.ulo .. it ln most. c:ases rree llabcl'U,r exis::t,edl side by
Iide with sllavery, aJithough phmtten e.arlly on .a certain
diivilioo of ll,abom. AU l.as:ks beyond .and and
wlldclll Wiltlft; slid &o' requite supe:rvi,siJ,ont,. w,er,e ina,pp11'1o,priiate
continrued to1 be: oecuted by Such i,nclludedl
inll th,e sol fC:J,r v,lfi:ous crops,. plaatins aew yearlly etropt: for 11h,e
pll:ucadon''s co,nsumption a:nd, irn,cna.sintaJiy,, tbe proces,sinl o,r c,offee. u
Allmo1st simwbtneously.,. a, further meuu1J'\e: ditrecdy l'e:lated 1t,o lht,e: labour
probJ,em was, intil:rodiU!ced. ln ,IJ Lan,d La,w w.as, pauedi whri,cht co,nsoUdatedl
pdva.te propert,y dpta: 11111id wu intmdl,ed p1reven1. im1mt.igr.ants, fr,om:
Wandowners. tblo,ugh setdm,g, 0111 llands.J Tbe: ,of' asm
,ezpuses of' UIDQCC:IIIJ',,piJed leni!E'OIJ posed,. i1D f111d
11
Ole Of rthe seri:OU:I
empii,Ofial :lhe: Dt:l.li,oJ:ud popuW.ationt ,o,r ff1ee, never
a sigai&cut :Part of tlh,e for,ce i.n1 the mtrneteentJh c:cmCutry.
Smnce th:e immtilf'&Jn:c: llabour requi:red an itntiru:,all by
:thc: 0'1111 of their COIDts:tanll, wa:s a.o1 g,:uara,nrlee c"htis, c:.BJ!IIItall i:ntves;tl
memt u However lior the imiarants,,. clle it:n,irtiall wei1gll1ed i,nc:rea.sit.nsJ:y
bestvilly 0111 rdl,f!ir i:ntc,omte.ln praetiee., dlt,emr retums, fr:om1 c.um:ed
OUt 1'0' be mukedJy lowe;r' tha111 50 [per C:il!tt or n'ell [pnlllflt. The
seq[UI111!11CCI, wen ..
Tbe: fiirsl si,gn the mountins diaco,rnu:nrt ,am.ons i:mtmtm,rl.nl
came in wht,en a of Swiss, worken 01n the .N,orwiJ
Oliilda .nt!W The app:a.renUy s,tUitll11ed when
S,f:io Paulo Coffee Plantations 173
invaded their food P'IIOts, and di:s.agreement. over indemnity led to the interven-
tion ,of the poHc,e. Eventually. when the Swiss consul visited the plantation. the
central issue becamc th.,e: gener.m1 conditions of the immig.rants: quality of food
plob,, fuU1mment of housing, etc. typkaHy attributed the
events to in.stig,ation by subversive elem,e.nts. The conflict was
when. the consul pronti1sed the immigrants that they would be transferred to a
govern.ment that pm1. of their debts would be forgiven .. and that no
intue:rest would have be paid. Hi This conOkt Billready what were to
become S1omc ,of th1'e cruciaJ points, of cont.ention between planters and workers.
The most i.mport.ant revolt,. howev,er, began in December, among
Swiss' and German labourers on Senator modd plantation Ibicaba.
The presence Of a Swiss tea.cher, Thomas contributed to con-
v,erting the la.tent resent.ment of thc immig.rants into an organised movement of
pn,test ag.ainst wha.t the:y fe]t were grave irr,egulariti,es in the fu1fiUment of their
cootracts. They did no,:t question. the terms of the oontract as such but
agamst the calculla11tion of retum.s from coffee produ,c,ed, the charging of the
oom:mission, the exchange rate to convert their debts into
l:oca] currency. the of transport from Sant,os to the pl.ant.ation. and the
stnmge: divismon of from the s.aJ:,e of Coffee. '
17
W hat seems to have
sp,arJI,ed the revo,h was. disiUusionment with th'e resuhs of the 18:55 harvest
whi,ch,. contrary t.o t.heir did not alllow them to reduce tbeir debts. As
Davatz later what he and bis comp,.atriots demanded was no than
just !lf,e.atment u: Tbe revol:t ended when Davatz was expeUed and some of the
orther ll,eaden Jen t.he One of the which the
among tbe planters wru;, tbe accusation leveUed agai.ns1t D:avatz
that not 0'11ily WB!i he in aUEanc,e with extraneOUS demenls,. but tbat he har-
bour,ed com,mu:nhit and oU11:,er terrible: plo,ts ..
19
Many app.ear to have
been aenu.in1e:J,y terrifled that the f\evolt would not only sp,read to free labour,ers
on "''lhle-r pbm1ta.tmons> (a Unk with the e.arlier Ulbatuba confilkt was repeatedly
s.u.g!J,est,ed), . z'o but worst o,f a]ll mi.ght tbe
Mu,,ch has bee:n m:ade of 1t.hiis revo1h andl Of the fra.uds, commiued by planters
wh>ich s.upposedly tri.,gaeredl i1t ofl Thes,,e are generaUy us,ed to expla.in the
faillur:e: of t.he s'ystem under which tbe lkst immigrants
traeted. and 1the al.ll,eged decUne of mnterest among P'lan1ters in1 t.he of free
U seem:l. ho:we:ver. thal thee irregulari,ties (fraudulent
caJI,cul.atio,n of pn:Jfh.s .. etc .. ) on:ly addcd t.o' the growin.g disiUusionment
,gf i,mmisnJ,:n:m.s wi:t.h tbcir Uvin1s, and worr!kins: co,nditi1ons .. The for their
pen .. a.ct,edl unider a seri1ous .. They had n1ot counted on the
reso'u1rl:e1 &\iai,lla,bl,e: l.o ehe i1mmi,grants in resisting wh:at tbey considered unjust
- -
cc:mdiC:ii,O:l .andl i:mposic.i,om;.. The int:roduct!i1on, of free labour
requ1i1red a a.mo,rti:sad,on dem.anded a .tevel of
which the were unla,ble to The main obstade was. not the
thirell 011r pos.s:i1ble 1re1pril&ll nrorm the i1mmi1grants' national governments,, since
Pf'Oitec:lj,on w.a.s and Um1i1u:d best .
22
buc. rather. under circum
siiJincea . th:e sh:a.recro'P'P'i:n;g co,n.!IJ,ICt di:d a.ddre'Ss the of
.Cf'e&,ltin,ga 1reUablle
I
' I
174
Sharecropping and Sharecroppers
Why then did So Paulo planters adopt thc sharecropping system? H ha.s
long been maintained that sharecropJling is less dlicient than wage la.bour. the
usua] argumenl being that since sharecroppers receive only a part of the
product they wiU stop work earl'mer than a wage liabourer does.
23
More recently ..
the prevalence of sharecropping has been to i.ts greater efficiency in
risk dispersion.
24
The So Paulo planters option for sharccropping has been
interpreted in similar terms. Holloway suggested that uncertain yields
and planters to some of the potential income which \vas
exdusive]y theirs under slavery it prevented the frightening possibility that
wages might absorb more than the income from the crop.
25
This argument
obscur,es the essence of sharecropping. which is its particularly exploitalive
character. As Reid has demonstrated for the post-bellum American South.
rath,er than uncertain what in fact explains the adoption of sharecrop-
ping are the distinctive features it contains. in contrast to wage
1abour.
2
'
6
Sharecropping in a suation of scarce labour i1s in fact more efficient
than wage labour. ]t is a form of the use of labour similiar to a carefully
negotiated piecework system. Both are forms of incentive wage systems. a way
of securing extra effort from liabour. of making labourers work harder and
beuer for only a small increase in total. remuneration ovcr that of wage
labourers. Remuneration in the form of a proportion of the product constitutes
an incentive for the to intensify his dTort since i:t is on the amount
produced that his retums will depend. He will culltivate with greater ag.ain
because part of the resuh will accrue to himself. ln addition. the supervision
required will be insignificant. since control of work is by thc labourer
hims.e1f.
27
In the cas,e of So Paulo. because of the absence of a llocal supply of
workers, labour costs were at lleast initially high. Moreover. coiTee is a vcry
labour-int,ensive crop. "ecause of the incentive ellement characteristic of
sharecropping it could be that sharecroppers would tend more coffee
trees per worker than would wage labourers. Conscqucntly. '"'orkers
would be re,quired . and initial investment would bc lowcr. are
usually conl.ract,ed in fa.mily units. Thus .. sharccropping also allows thc land-
owner to benefit from the use of the sharc,croppcrs fa.mily labour.
111
Pllantcrs
had always opposed recruiting singJ,e men sincc it was argucd thnt immi,grant
famillies were lle'SS prone to abandon thc plantaons. Thi.s may bc so. out
equaUy important wa.s surdy the fact that thc immi1grants' f consti1tutcd
a cheap labo,ur reserve. A sharecropper will' acccpl a di1visinn of thc
product that will not fuHy cover lhc markcl. pricc nf family
whmch would otherwise remain undcr- or uncmrloycd. Planten;, in fad. smnc-
times prohibit,ed immi1grants an1d thc1r famiJi,c:"i. frnrn thc
plantat.i.on.
211
The thu,s obtaincd this ru.llllilional l:1b'illlr al a rnst hclo\,.
'that which he \1\IOUI'd ha.ve had to pay wen: hc Iu racl i11 nn I hc nmrkct as
wage llabou:r. Si1ncc llahour nccds lhc har\'csl wcrc nhoul onc liflh
tha.n dluring cultivation,.1 l.hc workcn;, wi1vcs and childrcn satisJadnrily
covcr this additi1onal demand.
Labourers werc also assi11-ncd a :"iuhsistcncc plnt .. lil,hich '"'a:li a hutlH:r \\,uy pf
reducing unil labour costs. These plots wcrc U.litmlly nn Iands
So P'aulo Coffee Plantations
175
not appropriate for cofTee. or on virgin land later planted in coffee. \Vorkers
had no efTective possession of the land. Ideally. the:y \Vere expected to produce
strictly what was needed for their 0\\"11 subsistence. in this way further reducing
the cost of their own reproduction.
1
By reducing unit labour costs in comparison with '''age labour. sharecrop-
ping must have initially appeared to the planters as the most appropriate sub-
stitute for slave labour. The incentive element must have seemed a satisfactory
substitute for the coercion which made slaves work. The question was not
merely to fi11 the potential gap in labour supply. but to do so in a profi.table
wa.y.
Immigrants. however. \\'er,e fr,ee workers. As sharecroppers. they \vere in
principle free to decide on labour intensity and the allocation of labour. Their
dHigence and productivity in cofTee thus depended on their own appraisal of
returns.
Pl:anters and immigration agents sougha to create the illusion that
immigrants would quickly be able to repay their debts and acquire their own
land. Jn: however .. immigranls usually had to wait for at least two
years before receiving si1gnificant returns for their efTorts. The to \Vhich
they were entitled from the first harvest took almost another year to be paid
of delays in the marketing of cofTee:. but. since the contracts stipulated
that half of the workers' annual earnings from coffee were to be withheld to
cover their debts. and in the meantime they had accumulated ne\".' debts from
further advances. only in the third year could they expect to rcceive much
cash.n H is hardly surprising that t.he immigrants gre\ilt increasingly discon-
tented.
The 1856 revolt remained an isolated event.n The rnajority of the
immigrants reacted in a lless dramatic but at the sarne time morc insidious
manner by systematically restricting output in cofTee cultivation. Planters soon
grew concemed about thc immigrants' Im'>' productivity in cofTcc. As late as
11870. an emissary of the Imp,erial govcrnment noted that 'most plantations are
not yet in a conditi1on to frce labour cven undcr the sharecropping
systcm .. maJinly when workers already start out burdened ':vith a dcbt ... The
transportation arc cxccssivc and conscqucrHly thc labourcrs sharc is
insignificant ... The dclay in thc salc of cofTec forccs the '''orkcrs to '"''ait ovcr
eight months for paymcnt ... A.s a ,conscqucncc. thc vllOrkcrs gencrally tcnd a
reduccd numbcr of coffc,c trccs. w pinnt food crops to supply thcir
homcs and covcr thcir nccds. in addition to obtaining irnmcdiMc hcncfit. Yct it
i1s cvi1dcnt that this systcm cannol. bc advantagcous for thc pllantcr. whosc main
intcr,cst is
Thc initial dcht. cn:n '''ithout arhitrary additional dinicultics crcatcd by thc
anr cfl'ort hy thc v;orkcrs in cofTcc cultivatim1
what ... ,,..as stricfly ncccssary. 1\s anothcr ohscrvcr rcmarkcd: 'Thcy lthc
lahourcrs I nh:;md.on l.hc trccs. which as a rcsult dn not prouucc hut
dctcrinratc, am.l ehe plantcr is dcprivcd not. only nf his sharc in thc product hut
allso nf 1.hac of thc \l.hich is thc only sourcc of amortisation I of thc
hc
Thc contract lieft opcn l.hc numhcr of cofl\cc trccs l.o hc tcndcd by a farnily
176
Sharecropping and Sharecroppers
and the size oftbeir subsist,enc,e plot Bothofthese dements wen.! initiaUy left to
the decision of the labourers themselves. This made it possible that. as
immigrants became unint,er,ested in repaying their debts within the e.xpected
time, they increasingly diverted their labour to food crops whose returns
accrued to them directly and immediately .. Although many obsenr,ers remarked
on the alleged laziness and lack of interest of the immigrants.
36
in fact what
happened was an ahemativ,e aBocation of .labour to food crops. rather than an
absolute underuse of labour capacity.
37
Most of the immigrants in the early 1850s were members of the rural or
urban poor who were driven by the severe economic crisis i.n Central Europe to
abandon their home country, in many cases as a maUer of sheer survivaL What
they probably initially hoped for was to make a s,ecure lliving.
311
Since t.he condi-
tions they encountered in Sio Paulo rnade it almost impossible for them to
obtain a profit from work in cofTee. they preferred to dedicate a significant part
of their efforts to food crops. As a result, productivity in cofTee was low. As
Carvalho de Moraes quite appropriately observed. 'lhe planters were at the
mercy of the colonos'.
39
'
Th,e pJanters' power to controli labour and enforce a satisfactory Ievei of
productivity in coffee cultivation was limited by the circumstances under whi:ch
free .la.bour had be,en introduced .. that is. in the abs,enc,e of a local res,erve of
labour and under arrangements which required that irnmigrants repay their
costs of passage and initia.l setdement to their em.ployers. Planters presumably
thought that the incentive element contained in sharecropping would effectively
rep,Jace market forces in reducing wage costs. However. the initial debt
cancelled out the incentive demen1t. and the planten) lackcd any efTectiv,e means
of forcing their workers to produce coffee. The threat of dismissaL whkh is the
usual form of persuasion us.ed by employers to ,enforcc labour contracts. was
ha.rdlly practical since it have meant the partial or total loss of the
plant,en' investment. Ahhough it was true that the immigrants coulld not lcgally
abandon the pliantation until they had paid ofT their debts. ncither could the
planters make tbem work beyond what the llabourcrs themsclves wcrc willing to
do. Even the use of state power. as i1n the c;as.c of the lbkaba rcvollt. was of Utc
avait The J,eaders of the revolt were expelled. but tho:->e who rcmaincd did not
work any harder. .. The use o:f extra-contract.ual mcans to amortisc thcir i:rwest.-
ments had bac.kfiredl: im. is i1ncontesUtbl,e th;t,t the planten;, whcn thc lahoun:rs
wou:ld work. cou:ld not enforce thc fulfi:llmcnl. of thcir obligatirms a.ndl lhus
surfered harm from the mi1streat.ment of their coffe,c trccs. thc rcducti1on of thc
harvest. a.nd the total or partiall loss of thcir
THE LAFIOUR-LEASING CONTRJ,.CT
By thc late 1850s. plantcrs faced a dillcmrna. b.;nnnmi.c ilnccnl:i\'C:Ii had railcdl lo
prrodu,ce thc cxpectcd rcsuhs: a n:asonab1lc lc\'cl of productivity and arno:rtisn
tion of debt within thc cxpcctcd time. After Ul5 7 thc shnrccro'pJli111Ji! sy:'i.Ccm W;\tS
gr.aduaUy abandoncd in Sao Pa.ulo. Frcc lahour. howcvcr. hy nn mcans
di1sappea.rcd. Whilc thc numbcr of i1mmiJ;trtmnto; Cr1f.tllf.!Cd in coffc,c cuhivation did
So Paulo Coffee Plantarions 177
not increase during the next t,\.0 decades. it declined only slowly. Reports
reaching Europe on the immigrants' hardships eventually persuaded both the
Swiss and Prussian governments to take severe measures which practically
halt,ed emigration from the two countries to Sao Paulo.
41
Nevertheless. in 1870
it was ,estimated that approximately 3.000 free labourers - some of them
Brazilians- still work,ed on the plantations. a dedine of about 500 since 1860.
and the debate over possible solutions to the labour problern had not abated.n
Many planters continued to explore alternative labour systems and to devise
instilutional safeguards they hoped would allo'"'' a more effective
enforcement of contracts. In order to deal with the related problems of control
of productivity and arnortisation of debt. planlers initiallv resorted to contract
changes. Sharecropping \vas gradually replaced by a labour-leasing contract
[ locat;iio de sen-iros ]. Instead of a share of the val!ue of production. labourers
were henceforth paid a pre-established piecerate for each measure of coffee
produced. It ,:vas argued that by thus reducing uncertainty over income and
eliminating long delays in payrnent. labourers \\ould feel encouraged to apply
thems,elves with g.reater diligence to coffee
In addition .. the dause
that surplus food production be shared with the planter was generally dropped.
and increasingly the size of the food plot was fixed and/or Iet against a rent in
an attempt to discourage immigrants from div,erting labour to food crops.H
Moreover. free llabourers no Ionger participated in coffee processing. either
directliy or through a fee. This task reverted to slaves until the 1880s. when it
was then carried out by wage llabour. Significantly.. it '''as this part of coffee
production. together with transportation. which were rapidly mechanised in the
earl)' 1870s as sllave labour became i.ncreasingly problematic.
Labour-saving Innovations. however. \vere not introduced in coffe,e cultiva-
tion. Mechanisation of the harvcst was not technically feasible. and the
mechanisation of weeding by the use of a cultivator would have severely upset
labour demand throughout the agricultural year. Mechanised weeding would
nave either produccd idlc labour during thc cultivati,on period. or a shortage for
the harvest i1n a situation of gcneral scarcity of fme
Thc llabour-llcasing ,contract. continucd thc v..-agc inccntivc systcm. but it still
could not assurc an adcquatc Ievei of productivity becausc it did not rcsolve thc
basic problern of dcht as a disinccntivc to incrcascd productivity in cofTcc.
Plla,ntcrs. i:n fact. feit thcy also nccdcd additional l.cgal powcrs lo protcct thcm-
5.cllvcs agai:nst thc non-fulfilllmcnt of conlracts and spccifkally thc non-payment
of dcht.u'
Somc atlcmpl.s had hccn madc carllicr lo prosccutc immigrants for non-
of dchls. Howcvcr. thc law rcgulatilng sharccropping "''as largcly
inciTcc,ivc. It plantcrs only to rcscind thc crmtract or dcmand
for da.magcs: 'lhc formcr implicd loss of thc immigrants' dcht. and
thc lauer incrcn.scd thc dcht '''ithout. hnvcvcr. prmiding mcans which obl.igcd
lahourcrs to work. to p.ay fnr it.
4
'
Occasi:onalll)'. planlcrs also tricd to apply to sharccropping a lav .. of 7
lahour Ieasing contracts. Accnnling t.o this law. any lahourcr vd10.
hccn disrnisscd, did not pay his outstanding dcbt. could bc jailcd and
178
Sharecropping and Sharecroppers
condemned to public works until he had paid up. In cas,e of abandonment of
the plantation, he was t.o be arrested immediatdy and not released until his
debts had been paid.
48
However, the applicability of this law to sharecropping
had proved uncertain.
49
' Thus, a further rea.son for planters to prefer the labour-
Ieas.ing contract was surely their desire to avaH themsel.ves of the mor,e severe
penal sanctions contained in the 18371abour-leasing law.
However, there is l.itde evidence that even the 1837 law v.as ever widely
applied. The contracts had not usually stipulated a fixed period for the amor-
tisation of debt and,. in any cas,e, the of the law to press for repayment did
not secure the planters' primary objective... which was to adeve g.reater
productivity of .labour in coff:ee .. As Jong as the immigrants were willing to
remain on the then: was little the planters could do to make them
work, short of outright coercion, they knew could produce untoward
results.
Productivity in coffee continued tobe low.
50
A survey offamilies resident on
the plantation Martyrios in 1869. tlle property of Senator Frandsco Antonio
de Souza Quelroz, was published by Carvalho de Moraes. Labour,ers wer,e con-
tracted under the 1abour-leasing sy:stem. llH;: survey contains data on size and
composition of the famiJi,es and number of coffee trees tended by each. \N'ith
tbese data it is possible to ,cakullate the number of tr,ees cuhivated per family
and per labourer by the con:sumer/worker ratio of the famHy.
NUMBER OF COFFEE TREES TENDED PER FAMELY AND INDlVIDlif\L
LABOURER BY CONSUMER/WORKER RATIO OFTHE FAI\HLY: PLt-\NT!\TION
MARTYRIOS.
c/w ratio
trees
tended
number of
families
1.0-1.4
per per
family work.er
2.109
56()
I I
LS-1.9 2.0 and over
per per pcr per
family
"'orkcr
fr11mily worker
2.071 709 1.940 SlJ
7 5
Source: Carvalho de Monu:s .. op. cit.. appcmlix 17.. Thc fact lhal. \\ith
incrcas.inglly more fa\;.oura.hlc ratins I 1.0 1.4) thc
number of t.re,es lended per famiJiy incn::a:o;;.,cs .1\omcwhal i.'i dm:: to thc facl
thal. those famil'ies generally ,cnntaim;d a ah .. olutc rwrnhcr uf
workers.
The avcrage numbcr of coflcc lrec."i l:Uici\nh::d hy nnc lahourcr varicd frrun
.566 t.o 813 trccs. Morcovcr. l.hc h1rgcr l',hc prnduct.in:- ..:.ap:Kity ol" thc fanly
(famiJics with a c/w rnlio hetwc,cn 1.0 and I A). ein: M111alkr lhc numht:r or IFCl's
by each l!ahourcr in il. The ovcrall prPdtu.:titm i1nh:lll'iity per l!ahourcr h1
c.offee was llow, whcn cn.mparcd lo thc usual of 2JMlO hl
2 .. 500 tn!cs, tendcd from the II H90s onv..nnl hy l.i.ho wen: al.'io prmhu:
So Paulo CojJee Plantations 179
ing food crops at the same time. According to the 869 statistics. those families
which had the comparatively largest productive capacity. exerted themselves
],east in coiTee cultivation.
In addition. the of work appears to have deteriorated under the
labour-leasing contracL Such a system of remuneration not only affects labour
intensity. but may also have consequences for the care with which tasks are
executed. In general. piecewerk is not used for many agricultural tasks because
the quality of ''rork suiTers. There is evidence that under the Jabour-leasing
contract. while the immigrants keen on harvesting as much cofTee as
possible. they tended to be negligent in the ,,eedings or abandoned outright
part of the trees once they had been harvested. =
1
In effect. neither contract changes nor the use of more severe labour laws
succe,eded in creating a satisfactory labour force because these measures failed
to resolve the basic problern: the initial investment planters had to make to
introduce free l:abour. Heavily burdened by their initial debts. immigrant
Jabourers continu,ed to nork little in coiTee and were troublesome.
THECOLONATO
Those planters who still \vorked their plantations with free labourers by the late
1860s gradually introduced further adjustments in the labour
While
contracts initially had contained fines for abandoning the plantation before the
worker's debt had been repayed. thcy nov.' increasingly stipulated fines for the
non-execution of weedings. As one planter noted. us the only advantage of
slav,es is i1n discipline .. and once a plantcr wants to rcnouncc a l:ittle control and
patiently bears the faults of the colonos. he \.vill gradually succeed. by means of
th,e fincs contai,ncd in thc contracts. in making all colonos submit to rcgular
work.''
3
Food plots werc now rcgularly assigned in proportion to thc numbcr
of trecs tcndcd by thc famiil)'. Finally. some plaTHcrs bcgan lo introduce a ne\v
form of rcmuncration. a mixcd task and piecerate systcm. the colonato. an
arrangcment which was to pr,cvail on thc cofTcc plantations from the l880s
until thc J, 950s .. Undcr this systcm. co!Tcc wecdings vrerc paid at a nxed annual
rate pcr thousand trccs t,cndcd and thc harvcst at a picccrntc.
By paying a separate st.ipulatcd rate for ,.,ccdings. a sorl of fixed-rninirnum
which guarantccd thc lahourcrs a stahlc incomc indcpcndcnl of cofTcc
yiclds. it could hc ,cxp,cctcd l.hat workcrs ,,.ould non ncglcct t.hc coiTcc grovcs
outside of thc harvcst scason. Jn addi.lion .. sincc part of thc labourcrs
rcrnuncrat.ion undcr thc nrw contracl dcpcndcd dircctly on thc numhcr of trccs
tcndcd and: no Ionger nn thci.r yiclds. il. could hc :1ssumcd t hat thcy woulcl fccl
tn cultinHc a largcr numhcr nf trccs. By rnaintaining thc piecerate
systcrn for thc hancst. howcvcr. lahour costs could still hc adaptcd to annual
nuctuati,OI1S in yilclds. Morcovcr. unit lal"'l'Ollf costs could bc Jowcrcd through
intcnsil!h.:ation of ciTon on thc part nf thc immigrants family at thc time ,,hcn
lahour dlcmand '"'as ..
By l.hc latc I HM>s. hov,,rcvcr. thcrc was a growing awarcncss among planten;.
thal :tdjustm1:nts :md lhc c..xisting labnur law.s wcrc insuffkicnt in
thcrn'-it:lvcs lo :tssurc :1 and profitable frec lahom l"orcc. Thc dccadc
180
Sharecropping and Sharecroppers
of the l870s began amid predictions of an impending labour crisis. both in
terms of future supply and of labour control. Plantcrs attempted to deal with
the situation in several ways .. Many continued to introduce free labour on a
limited though privately sponsored schemes had lost most of their
appeaJ.56 Moreover,. planters faith in this system of immigration \vas further
shaken by a new outbr,eak of labour conftict on some plantations run with free
labour.
57
At the same time abolitionist agitation was growing. especially after
the ] 868 Manifesto of the Liberal Party which callcd for an end to slavery.
Pressure thus mounted for a comprehensiv,e solution to the labour problem.
Nevertheless, coffee production dur1ng the 18 70s expanded to almost t\vice
what it had been in the previous decade.
58
In fact. planters were still able to
postpone until 1888 the efTective end of slavery. They ternporarily solved the
anticipated llabour shortage by generallly rationalising cotTee production. They
managed to disarm the abolitionists with a very limited concession: the Rio
Branco law of 187] which declared that children born thereafter of slave
mothers were to be free.
59
Planters al.so continued to purchase substantial
numbers of slaves from the Rio de Janeiro reg1on and from northern Brazil.'
110
The great expansion of railroads. almost aiJIIocated in the areas.
which took place in the 1870s also helped postpone an acutc labour shortage.
The availability of railroad transport allowed plant,ers to reassign to othcr tasks
the sl
1
aves they have previously had to use in transporting thcir crop to
market.
61
Moreover, by lowering the cost of transportation and rcclucing the
darnage the crop suiTered en route. the railroad helped compcnsatc thc pl<mters
to some ext,ent for pnssible rises in the cost of slave labour.
The introduction of J:abour-saving machinery in thc cofTee industry \\ras
another import.ant element in forestalling thc crisis."
2
Jose Verguciro perhaps
best exemplified the spirit shown by the more astute plantcrs whcn hc rcmarkcd
in 1874 that 'saving labour is the prindpal objective which wc must always
hav,e in mind since. if time is money. the saving of labour is also:"J
Coffee production on the pllantations run by slavc labour. still thc !arge
majority, became generally more rational. As onc S5to Paulo official pul it.. not
only had the introduction of machinery 'profitably rcpllaccd a good part of thc
work force', but 'the direction of thc workcrs has bccomc morc intelligent. (lnd
the divi:sion of labnur has bcen put into practicc .. ",J
Although Sao Paulo planters mamaged to copc with thcir lahour nccds quitc
successfully during thc period. thcy did not hy any mcans nhandon thc
question of how to organisc thc supply of frcc
Thc issuc of ncgotial.ing
the transiti!On from slavery to frcc lah<nlr hccamc incrca:'\ingly urgent It ""'<I$
the old problcm: BrazH 'posscsscs thc hcst climat.c in lhc "'orld. altnnst all ehe
precious metals and a prodigiously fcrtilc soiL hut Iacks populali1on and fnr thal
. .","
rcason 11s poor.
At the .1878 Agricultural Congrcs:"i, callcd hy l.hc govcrnmcnl ln thc
gencral! statc of agriculturc. onc group of plantcrs sc:dc i:rnmigr:1
tion as a solution t.o thc labour problern hcc:tusc of i1ts to or to
thc country. Thcy demandcd. insl.c:ul. law.s to comhat thc avcrsiun nf
the local population to work. Thcy .rncans of di.'ici,pl.ininJZ lJ.l:rtgm/o.;; aml
So Paulo Coffee Plaflfations 18]
of forcing v:ork from ingenuos. as vrell as provisions to tighten the 183 7 lav ..
regulating labour-leasing
ror nf (Pfllr;nt
194
Shar;ecropping an Sharecroppers
415. P'. Denis, Brazil. London,. 19 E I. P'P 2 16-17 ..
46. J.P'. Carvalbo de Moraes. op.cit.. pp. 20-2 1.
47. Ord. Libro 4, Titl45. of tbe Ordenaroes e Leis .do lmp.erio de Portugal. various editions.
48. Lei de locatyio de seni!JOS of 11 October 1837. in Colepio de Leis do lmperio do Brasil.
UB7, VIU.
49. Machado Nunes, op.cit., p.IO. repcrts the case of one German and two Swiss labourer:s of
the Laranjall phmtation in the area of Campinas. anested in Sao Paulo and condemned in
accorda111,ce with the 1837 law to pa.y double thcir debt for having refused to fulfil their
sharecropping contracts. However, he not'e5 that in another case a similar sentence was
ovemded with the argum.ent that the .1837 did not ap'P'lY to sharecropping. He con-
clluded that 'with such a deci.si.on the pla.nter will have to lose all his adva.nces to the
labounm;" since persecuting tllem in civil courtwill have to prodluce this resull.' Consequent-
ly, 'if immigtation according t.o the sharecropping. system is to increasc in So Paulo ... it
will lbe itndispensabJI,e to pass specia] legislation regulat.in.g the stmrecropping contract and
fumishing an easy rneats to resolve quickly the conllicts bet.ween labourers and planters."
Jbid., p. 20. Cf. Tschudi,. Schweizerisches Bundesbfau. XU. Jahrgang IH. no. 61.. 28
November 1860,. Jl' 2150. for atOllhlei case. Tsctn.1di w<JJs highly cdtical of the practice of
11pplying the 1837 law to sharecropping contra.cts. suggesting that this opinion is shared by
a number of Sio Pau]o jurisls. Tscl!ludi. 'Denkschrift an Seine Exzellenz den Senator J.oao
Vi,einll Cansansao de Sinimbu. Minister deJF Auswrtigen Angelegenheiten. ibid .. p. 297.
Finany, tlile police chief. Tavares Bas:tos. who was ordel'ed to in\esligate the e\ents on the
Ibkaba planlation in 1857. suggesled a number of lega.lreforms. in particular that the I 837
law be ad.apt'ed to the sharecropping corntract. 'Relatori'o de Tavares Bastos sobrc
coloni1Ufiio em. S. Paulo'. in T. Davatz. op.cit.. pp. 231-40.
50. As Jose Verg1..1cim. op.dL. p . .5. noled 'However. this s<JJme contnu:l. as positive as it is. does
not sati.sfy the rolono, wllo det.ests bcing subjected to it: and si,nce he does his daily job
under conslraint. he tries e!1!dusi1vely to make use of tlhe plot of land I whi,ch he is assigned I
becamse he has no llmpe of OWllli,ng il soT1rlleday: Tsclludi' a further reason for lhe
immig.rants' unresponsive1111ess to the m:w contn:u;:t With risi,ng coiTee prices in 18h0. it was
in l.he planters' inten:st to pay a piecerate rather than shmrc of growing nct rrofi,ts. For the
llabourers it was the reverse; at a time of ri1si11g prices .. woulld han: bcndilcd more
from a sh.aJecroppi1flll than fmm a p1et,eTIIe conln:tiCI. T'>dluJdi. Via,f;'f'm pmrinda5 .... P'
157. Jt m'ust lbe kept in mind ChJat tli1'''= piecerate eslahli,.hed . ..,.lnJil',e lhc shmrc i111
ne:t pro161t was defin,ed by contract and could no' bt! altered long thc contrm:t rcma1ilf11ed
in force. us.ua.llly until tlile deb; had been repaid.
51. TscllnJJdi, Vigtm iu p.rrmnrias. pp. 176. I 8J. Both llong-tcrm prnducCi\ity :-.mllrl1!.!1h of lifc
of coffee trees depend imJI)OI'ta.ntly on lhe n.!J1mber and qualily tl<f 111"' wrcding". 1\t lht" tintc.
ttJe a.vera.ge 1111.1mber of w'eedings WIJS. fivc to s.i:tt a year, j,ncludil1(! lht' hliliJ\'t"'l
a11dl tsptlrramariio do cbc:o a.fl.er il. hy lhc I "tipul:111cd thc
number of weedin,gs. Chese could be donc wilh greRICcf nr lc."!Ger carc. H 'll.crt"
eliminated by only ligtuly Uu: I!Jound. Hu: "loil w(lUid h:nd tn h::mlcn anti htTilll11C
impermea,bh: to the rain. beside nol llldcqurlllc vcolih.tinn" Sriln P1u1ln. dn
Jnqu.t!rUo agrr'cola Jnbr1 n ,fJWdn lmoum nt/iTim m1 d, .\. Ptwln,
Sio P'aulo. 1904. pp. Sll-7.
52. J.P. Carvalho de Morllles. op.ciL p. 100. notc' !hnl 111 !11U1th!rr nr plru1h:-r"
i.r'litroduc,cd ilmmignmt la,bour in the IM.f ...O:J. Sec ih,i:d .. rr. 77 rnr 111 'IC'lUiphPII nf llu: diiTc
types. olf contlrilct U:id on the pla.nla,linn" nan, ilh frrc hmhnur in I l'lh'l. Tht: 1\Crlllr lfllf
I''IYmiClt of tU1hiv111tion 1u11d haf\!t\1 mi,&thlt hi11VC h:en mlfm,ll) ln l:llUfUrr
labourers nboul l;ow prnfh fmm )'PUllt: ..::nrrcc Jlfll\ hcn h:-mlc,ll un.drr lhr
!d11.n:croppin111 arnmiiJCmcnt JmJJ.quim Annifiu.:in lln Llc
do uabailho Iivre c:m in J,;,t,irin.i 1111 rrwnioi)JO .lt
Campinas .. l'ho de Jane:iro. 1952.
So P'aulo Coffee Plantations 195
53. Domingos Jaguaribe Fillho. A lgrmras pafa,ras sobre a emigrariio. So Paulo. 1877. pp. 34-
5.
54. P. Denis. op.cit.. p. 202.
55. See A. Ramos. op.cit. p. 104. on the labour-demand irnbalance between cul!ti'"ation and
harvest. and its consequences.
56. For two contrasting positions on immigration systems .. see the cxtended debate between
Joaqui.m Bonifcio do Amara! :md Jose Vergueiro. published in the Ga::eta de Campi1ws
between Ja.nuary and July of 1870. Vergueiro was totally disillusioned with pri,ately spon-
sored immigration. In addition to the Ibicaba re\olt. in the 1860s the Swiss Federation had
sued Vergueiro and Co. for the reslitution ofpassage money adYanced by the cantons to the
immigrants and e\"entually the company dedared bankruptcy. R.A. Natsch. op.cit.. pp. 207-
208. In the early 1870s. the Angelica plantation. also belanging to Vergueiro. was sold
ofT to creditors. the London and Brazilian Bank. The Engl.ish managers. however. do not
seem to ha1.e met with much mon: success. They are alleged to ha,e been 'drunken incompe-
tents' who br:utalised the labomers and led tlle estate once again into bankruptcy. lt is
report,ed that in 1876. Angelicas administrator was murdiered by some of his labourers.
G.B. Marchesini. II Brasile e le sue colonie agricole. Rome .. 1877. Joaquim Bonifacio do
Amaral. in contrast. tra\elled to Europe hirnself in 1870 to rccruil Jabour personally. Even
he. however. comph1ined of the scant support he had recein:d from other planters in this
undertaking. Ga::l'ta de Cmnpinas. 24 July 1870. Cf. also J.B. do Amara!. op.cil.
57. P. de Turenne. 'l.'imrnigration et Ia colonisation au Bresir. Rente Britmmiqur. February
1879. p. 453. J.B. do Amara!. op.cit.
58. A Laliere. Le cafi dans /"Etat de Saifll Paul. Brisil. Paris. 1909 .. appcndix.
59'. The law included the important pro\iso thal unlil such children benune 21 years old thcy
could be used by their mother's owner. Thoug.h tcdmically frce. the inghruos condition was
almost indistinguishabJ,.c in praclice from that of a slavc. TllUs. thc Rio Branco law wouJd
have Iinie practical signi.ficance until 1892. whcn the fi1rst of those born under it would
be:come 2 I.
60 The mosl. lhorough s!Udy is in Rob<crl W. Slcncs. 'The Demography and Economics of
Brazilian Ph.D. disscrlaon. Stanford Uni,crsity. 1975. pp. 120-78.
61. Sincc the mulc lcams whic-h tlw railroads rcplaccd hat! somclimcs rcquircd much as 20""
of thc pla1nlation lahour forcc to opcratc. lhc numocr of madc avnilablc for licld work
wa.'l quile E.Viotti da Da sm:alo a rol!mia. Silo Paulo. 1966. pp. 154 77.
112. The prc!iidcnt of S:iio PaulP nolcd in l18i I thal thc pl:mtcrs wcrc nn long.cr 'stubhornly
to traditi(m and routinc ar; had prcviously donc. hul wen; rww cmploying
vari.ouo; fpreign and dnmcG.tic 'o rcplacc 'thcir scarcc and expensive lahour. Siio
Rl?lalnrin .apn'JEWtodo .... prln dn prrm"rrcia ... 5 dc frnrcim dc 7 I. p.
",:z. er. 1\. dc QucilrP7 Tdc .... 'tl!l cullurc du Cl!lfcicr :"1 Silo Paulo. Rrcsir. /. 'J:"cmtrmtislc
frmu;ah. VI. nn. dQ, 7 I pp. 71 a dctailcd dcscription of lhc produc-
tion J'lfOCII:'I'\ time.
fiJ. J. Vcr.guciro. op.cil.. p.
f!,.:l, o .ntwJo .rfa lumllrcl, Rio dc J:wciro. 1!-!IJ .. p. I lhc 11'utch lr;ncllcr
V1n Deliden l,l!l.,rrnc cornrncnlcd in 11-110 thal durinr>r thc prcccdinJ.: lcn yc;us thc plantcrs had
nhi"C ln 'i1J!I1Iifknnlly lhc procJucti,ity nf lhcir whn wcrc now 'hctlrr
heller red 'arctl ftlt', hut w.IHl h:IHkr'. c. \";ul Dddcrl l.iicrne.
Hm:.il mrd Jom: Rt'mt rm Cul111n. Londo11. I !-1!\5. p. II I.
65. Jn uon C'arva.lho die luul a .. an aftcr!houl>!lll lhal lhc llllllerial (iovcrn
mcnl :111: lcn"l 1hc ;1hullrr' \\.11(1 lahom a of to -10$000
(m em.:h d1ild Lilll!.lcr Ihr nr,r o.f 11 yc:H\ whu 1.7ornc., in thc nf lll\ parmh. op.cit..
196
Sharecropping and Sharecroppers
66. 0 Lavrador. G.azeta de Campinas. 20 Febrruary 1870.
67. Congresso Agfi,cola. Coleriio de documentos. Rio Janeiro. 1878. pp. 47-8. Onlhc Congrcss.
see Pet,er L. Eisenberg. 'A mentalidade dos fazendeiros no Congresso Agricola dc in
J.R. Amarall .. apa (ed). Modos de produpio e realidade brasileira. Petrpolis. 1980.
68. De,creto no. 2827. 15, Matrclll 1879 .. in Colet;iio de Leis do lmperio do Brasil. 1879.
69. The strike broke oul on June 9th. The Tribuna Liberal of September I, I and I 3. I 878.
carried detaikd reports on the strike by tbe Police Chief sent to investigate the cn!nts. as
weil as infmmation from a speciaJ investigating commissi,on.
70. They drew up a Iist of nine demands: that the planter fulfil his promise to provi,dc ncw
hollllses within six months; that foodstufTs be charged at ClJrrent priccs: that they receive thc
total amount of flour fmm the maize ground at the planter's mill; that thcy not be forced to
abandon their food plots for new unculti:'ll'ated land: tha.t they be paid for thc repl.anting of
trees: llhat medical expenses be shared by the plaunter: that doths for the harvest be provided
free of charge: and that a school and a teacher be pwvided free. Tribuna Ubeml. II Sep-
tember 1878.
7 L J.B. do AmaraJ. op.cit: Tribuna Libero!. II and 13 September 1878. The pre,ious ycar a
group of German labourers which Amaral had recruited in Lhe neighbouring. provinc,e of
Santa Calarina had gone on strike and somc ofthe l!eaders had been senlenced to jail.
72. J.B. do Amaurall. op.cilt.. pp. 2418. 252.
73. C.F. V an Deiden Leme. pp. 213. 2 I 7. The question is also discussed C!\tensivcly in Con-
gresso Agrlcola. op.cit
741 Brazil. Anais da Ccimara. 1884. V. pp. 541-J.In 18841. his brolhcl". Martinho Prado. defend-
ing a bill introduced in the So Paulo assembly to subsidise the cnrirc costs of the passage of
lmmigrants. sta.ted cl,early the purpose of such a measure: I') to replacc thc sl;wes with free
llabmurers and prepare for immedia.te emancipation.; 2) to allow immigrants to arrive fn:c of
3) to permit planters to employ free labour without h::t\ing to advance rnoncy. Sao
Paulo. A nais da assembleia. 18841. pp. 34. 224.
75. Anais da Camara. J8.84 . V. p. 54.0.
76. Anais da Camara. 1888. IV. p. 323.
77. Anais do Stm.a.do, 1887. annex lo m. p. 6: another wurcc cstimaled lhat betwcen 1882 <tml
1888 Dl total of 103 . .571 had entered llle pro,incc thrnugh ch;mnd<o. Dr.
Francisco de Paula Lazaro . . Relatr}rio aprn('fl((lr/n a A Hodarfi(J Pmmntnra (/('
lmig.rcu;ifo,em Mlnas. Juiz de Fora. 1888. p. 85.
78. C.F. Van Deiden Lerne. op.cit.. p. 354.
79'. A. Castro. 7 eruaios Johrr a ecmromia lmnilf'im. Rio dc Ji:lncirn. 1971. II. p. iH_
80. Decreto no. 2113. 22 December I .. in ein (imem11
81. De,crelo Federal no. I llf)2. 12 Dcccmlhcr I RQO, 'On-. crimr.-. n lil'l(:nl;uk dn
in ibid.
82. F. Mosconi. 'Lc cla:o;si so<;i,a,li nd 8r11._i,lc c le lnw furuinni'. l.o Ri/ilfnlil Sodu/1". VII.
F. Dafe:rt A falta, dc crn Si'w Pn.ulo'. in ln.-.ltiUIP '\r.rmH''''i"'P,
Relatnrio, IR92. p. 20f1; F.P. Liu:aw np.cll... pp. 10 I! I. m>lcd !hal frcnln1t"ti
d,emanded high nnd wert wi,ddy :wd urm:lmahlc: L. ( 'outy.
f:tmle dr biolo,f(it lc nlji; .. Rio ,d!,c hnciro. pp. 12n :-<.
R). M. Hall. 'Thc Origim. of Ma"" lmmiJ(nltinn in Hr;uil. IH71 pn.t. l'h.O.
Columhi1a1 19tl9. pp. 144 7.
84. The lhemc is a, onc. ror CUI11'111ph;, lhc phm,lrn H1 !1'1(' frtl/l#t:filll :h;tlt"IIIO.
op.cit
So Paulo Coffee Plantations
197
85. Coffee has been an itinerant culture in Brazil. Simuhaneously tlhere existed a frontier rel>!.ion
where coflee was just penetrating. a region where the groves were fully productive. a
declining region suiTering from soil exhaustion. See. for example. A. Castro. op.cit.. p. 61.
\\
1
hereas until Abolition new land was cleared and new cofTee planted mostlv bv sla\.es or
fr,ee empreiteiros. from the 1890s om\ard immigr::ml labourers were also for forming
new plantations. This \\as done under a four-year contract which entitled the labourers to
grow food crops at will in the coflee rows. At the end of the contract. they were paid a
certain sum per tree. and the contract v:as replaced by the usual mixed task and piecerate
system. On new plantalions. the \irgin soil much more abundant food crops. In
addition. with intercalary growing. the labourers cultivated their crops while weeding the
cofTee trees. and food crops thus req1uired little extra labour. Food growing. on separate
plots. however. as generally practised on the older plantations. implied doubling. labour input
witlhout increase in profit for the workcr. Consequently. labourers preferred ncw plantations
and. if these were not availi:1ble. they still preferred thosc plantalions which allowcd
iruerc.alary crops rather than assigning separate plots. J.P. Canalho de Moraes. op.cit .. pp.
68-9: P. Denis. op.ciL. p. 213: A. Ramos. op.ciL pp.210-12: G. Maistrello. 'Fazendas de
cafe - costumes ISo Paulo)'. in A. Ramos. op.ciL pp. 556 7. 5 i2-3: /rrquerito Agricola.
op.cit.. p. 4.3: J. Brandao Sobrinho. Apreciaro da situar;o agricola ... do .P disrrito
agronmico do estado deS. Paulo . ... Sao Paulo. 1903.
86. C.F. de Lacerda. A crise do ca_fe: estudo das causas da crise do ca_fe e dos meios de
combate-/a. Sao Paulo. 190J. p. 15.
87. C.F. de Lacerda. Estudo da meiar;o. parceria. etc. e das sucn mfllagens. So Paulo. 1905.
p. 15. Only in the declining arcas did planters return to sharccropping. granting the
labourers. however.. a larger share. F.P. Lzaro Gom;:ahes. op.cit.. p . .:l2. dcscribcs the situa-
tion in the 18BOs.
88. lnqm!riltJ Agr.icfJfa .. op.cit .. p. 46: S. Colctti. 'Lo stato di S. Paulo c l"emigrazione it.aliana.
Bolletlino defi'Emigra::ifJfiC. no. 14 .. 19'08. p. d I. slales that. a.round Campinas planters were
unable to increao;e salaries:. so thcy had to compete with othcr regions by allowing cofonos to
culvate beans and mai1e in tl1e coffcc rows. He also notes that lhis was morc advantagcous
10 thc colmws than 70-100 mil-reio; morc pcr 1.000 coffcc trccs tcndcd.
Whilc il was bclicved thal thc!ioc intcrcalary crops had an advcrse ciTcct on thc
co1rfe,c yields of trecr;; ovcr four ycars old. in praclicc plantcrs dccisions in thi,s rcspccl
dependcd much more on fluctuation5 of coiTcc priccs and labour supply ttwn on tcchnical
condiliom. Sec !\. Ramo'i. op.ciL. p. I Oll.
89. F.P. Gom;ahc'>. op.cit. pp. 2'0, 28. For a typical colorwto contracl. sec thc Hollct-
/iniJ UJ./Icialr ddfu Cumtra /t(J/i(mo di CPmmrrcio ed Arti. Sao Paulo. II. no. 4.
190).
90. L. Couty. op.cit.. pp. I f>,fl. 7. wmmcnl" Pn tltc plantcr: 111 producing maize. ricc.
heanll, rnnd to rai'iilll(l animal'i in il imponing a lar":c parl of ils foodslufTs rrom
er. .Rnlhuirm COiriak dc,lla Cmncra llafiono di Cmrmll'r<io cd A rti. X V. July
19'17. p. Hl.
91. Sio Pll!ulr\ Rrlottirin flprn.rmmln ... da pmrl11cio ... 17 dc janciro /88 i.
pp. 120-22.
92. P. rJcni ... np.c11 ... p. 202.
!)J. llonarddli. /.n lli ,\. i'lWIII dd /lrwi/1 r t'rmixm::imrt iloliww. Turin. I!)!(,, pp.
71 rr.
94. Ut"f"lili nulcd. wcrc oflcn morr intLn .. tcd in 1l1c 111 thcir
rt:liiling 111 rrl;ll<;.J thzlll in dch;rrnminJl Wilj,:C'>, 111 lhc poillt of
loy;er 'l!l"llf.C\ hnl r1i<1ft' fn\nutnhlll." nw,hl ... to hi.J!hcr Op.ci!.. pp.
95. Ci. 1\.hi,lrrUn, PJl.t:rl., p.
198 Sharecropp.ing and Sharecroprpers
9'6. J.B. do op.ciL p. 244: F.P. Lzaro 'Gon<;alves. op.cit. .. p. 28: G. Maislrelllo. op.cit..
p. 55'9. Planters clearl;y regarded labourers contracted in famil!y units as cheaper. Thus
Maistrello, op.cit . p . .562. noted in I '9'22 that 'the tending of the coiTee groves is prefera.bl!y
dlone by famill1ies of colonos with ammal contracts. but unfortunaldy thcy are not always
sufficient and allmost all the p1anters must resort to extra personllel. NeedJ,ess to say.
such llabourers kamaradas I in weeding or harvesli:ng increases quile noticeably
the costs of the fazenda.' Pla:nters usually employed single men as arulsos - labourers
re,cruited exdusivdy for the harvest or specia.l tasks such as pruning - or as camarados for
coflee processing and transporting. They were paid on a monthly \vage basis. as young
fammes were. Large families were hired as rolonos. Carvalho de Moraes. op.cil .. p.
M; B'ollettino Ufficiale deJJa Camera ltaliana di Commercio ed Ar.ti. February 1903. p. 7 J:
cf. D. J.aguaribe Fillho, op.cit., P'P 19,. 32.
P. Denis, op.dt,. pp.216,. 318-23. noted that in comparison with Bmzilian J:abour. halian
immigral'llS were 1110t only more hardworking btU also made their women work. Rather tllnm
a cultund trait,. t.lhis is surely one further aspect of tlle different labour arrangemems under
which they wer'e contracted. Immigrants bc!ing hi1red' in farnihr units. they were expected to
make alll able family members work. while Brazilians were usually employed as singJ"e wage
labourers.
97. MaistreUo, op.cit., pp. 558-9. cakulated in I '922 the incomes of three immi1grant familiies
witlil different consumer/worker ratios. and showed that at the prevailing wage J,en:ls a
family of four with only ome worker was practically im:apable of making ends meet. At the
end ofthe year, the )arge fa.mily would have deared I.IJOS,()OO. the family with 2 workers
620$000,. and the small familly only 140SOJO.
No. of c/w trees per annual harvest cxlll'a am11.1al
size workers ratio family l.l:eeding eamings .,.,ork cxpenses
w 6 1.66 16.000 2.4005 480$ fiOO$ 2.J50$.
$ 2 2.S 7.000 1.050$ 2405 460$ l.IJQS.
4 I 4.0 3.000 450$ 70$ 120$ 780$
With weeding wages calculla.tedl on the basis of families. il is dear that familics with a smalll
number of workers. elterting themselves proportionately morc. wouJ,d do
worse. Earnin&s from e;11tras derive from day wages recehred fo'r l<t'iks nol in the
corlltract.
98. The' wodd price Co in the mid-1890s. parcly hecau<u: or im:rcaS(.'d supply. bul
pla.n1ters on planti,ng new trees. prote-.:ted by the falling c111change ralc whicll kcpl pric,rs
in domestic currency high. By 1896. ev,en ehe pricc in mil-rei'll h<:gan ln drclinc "h:uply..
Howew:r. coffee supply (;;OJrUinued dimb as new buo;.heo;. pllmlcd undcr thc slimulus ofchc
high pri(.:eS whi1'Ch ltu111d pr,evail,ed four or f11ve ycars cnrlier. heg:u11 ltl cflmr into piiTI<hn:on.
The amoiiJnt or coffee grown i11 lhe 11900-1905 perif,d wa ... douhlc tha111f 11'1
1
)0 ancJI pricc:oo.
CCJ'ntinued at a relllltively llow levell. with some impron:mcnl nJier
M. Hall. (lp.ci'l.. p.
1153.
'9'9. Such as compan'y stores. confl,:oo.calion' of pnl(hu.:c. fr:mdul1en1 me;J,'IIJrc". "lthhPhllnll
wSJges" and much Perha.p5 ehe mnsl fnmou'l rep:1r1 rm Mich malh;r'l. and nnr 'llihich
helped pwvoh lhe 1902 hali1a.n1 ban nn cmi:tzr!lltiPn 111 Sau P';u.!ln. 1\. Mll""i.
'Cond!i.zioni dei colon1i1 i1Cnlii11ni nelllo !iUUn di San Pnuln' . llnlltllit!tJ cldl' fmiJ:rfl:intlf. nt. i.
1902:. part. of tfnl,e report de1llinl!l w:ith comp,Jn1i1111111 from immil'!rnnh in IP.S. P1nhcirP nml M.
Hall (eds) . .A cla!Hf opf'raria no llra.tU. cJonmr4'"'11tn. S,fi1u PnuiP. I, U. P'P .1
100. These olbservers- hup;ely. no,l and wen::
not to emil(;l'iU.iol'l noJr Wtl'; lhey pl!lrli,uiH,rly hu'llilc h1' Siiln rn,ul,o nr Br:u1L Nc\tr
theleu. they hielld Uuml lhe cmulilinn"' ln l'hl!:' ..
mhe p,JI.anltac ..iol'll!li were cl!l.lremcly unravounhlc. iuld rTHIM')' lhi'llldH 1hcy
worse tltan i111 nlhcr nf lntlitt: llnlizm, "(:Ukrncnl. 1' .. "' illhl n 111Prt
So P'aulo Coffee Plantations
199
detailed account see M. HalL op.cit.. and l\t Hall. 'Emigrazionc italiana a San Paolo tra
1880 e 1920'. Q.uaderni Srorici. no. 25. 1974.
101. S. Coleui. op.ciL. p. 375 .. '-'Titing in 1908. condudcd however. that thc fall in coffcc prices
had ncver pre'>ented planters from earning a decent profit. if not as splendid a one as in the
pasf. and he further noted that 'it was not so much lhe fall in the price of coffee as the
a.cquisition of already prepared plantations al fabulous priccs. and thc sudden cstablishmcnt
of new ones with money borrowed at very high interest rates. which has led 10 the crisis".
102. S. Coletti. op.cit.. p. 53.
103. P'. Denis. op.cit.. p. 206. Denis considered the estimate- from a gon:rnmcnt source- to be
lliglh. but on one "'elll-run estate between 1895 and 1930 .. half the colonos staycd for
less than 4.5 years. accordi1ng to M.S. !Beozzo Bass:mezi. 'Fazenda Santa Gertrudes: uma
a.bordagem quantitati\a das de lraiJaJIItm em uma propredade rural paulista.
doctoral thesis. Faculdadc dc Filosofia. Ciencias c Letras de Rio Claro. 1973. p. I .53.
1041. A. de Zettil")'. 'I colo11i1 i1taliani dello stalo di S. P'aulo'. La Rassegno Sa=ionale. LXX. 1893.
p. 78: A.L. Rozwa.dowski. 'San Paolo'. in Emigra::.ione e color.rie: racco/ta di rapporti dei rr.
agenti diplomatici e consolari. Rome .. 1893. p. I ii: Emigra=ione agricola al Brasile.
Relazione della Commissione ltaliarra 1912. Bologna. 1913. P' 232.
105. P'. Denis. op.cit.. p. 205.
106. P'. Denis. op.cit. p. 205: .A. Ramos. op.cit.. p. 209. Strik.es usually occurred at thc onscl of
the harHst. si1ncc a delay at that point would immediatcly affect thc quality of rhc coffce.
thus making it thc most stralegicallr efTccti,c momcnlto lry to pul prcssure on plantcrs.
107. There are colourful accounts in Fm!fulla. 5 Oclober. 1900. 20 I'v1ay. 6 July. 21 and 22
October. 190 I .
108. From 1913. lhe annual rcports of thc Patromuo Agricola ( published in thc Boletim do
Departmento Estadrwl dfJ Trahallro and/or in thc Rclaturias of thc Sccrctaria de
Agricult.ura of So l'aulo). usually g;i,vc the numbcrs or rural strikcs which ha,c comc to
their altcntion. and a littlc additi0nal information.
109'. We havc movc:mcnts in M. Hall and V. Stoldc. Grcres de colo11os rw
Primeira Rep1iblica. CEDEC. H Scminilri0 dc dc Trabalho c l\fm-imcnt0s Sociais.
Sio Paulo. 11979. mimcQ; wc h(lpc \Q br ablc !Cl prco;cnl a fullcr rcport in thc ncar futurc.
110. Thc cn/tmatn itar;.cJf rcccin::d con'iidcrahlc rcccnt attcntion. I ntcrprctati0ns which difTcr
.s.ubr;.l:mliallly from our own (and from om: anCllhcr) arc: V. Caldcira rant. 'Do colono an
bnia frin: na agricultura c dn mcrcadCI dc trabalho na Aha
Sornca1han::t dc Cf:BRAP. 19 .. 1977: J. dc St,Ul.a f!.l<lrtins. 0 catirdra da
ttrro. Sii,n Paulo, I!JilJ: C.R. Srh1dcl. Umllf'll\ c mciqr.tinos 110 trrmsirrio dc uma ccrmomia
Rin dc 191Ul: T.ll nrr the tand: Cr!!Jcc cmd
Socif.ty in Srio Pnulo. /.'ii.!lfl 193-1. Chapcl Hili. I9RO.
111. Twn nf 1hc mm! influcnlaal r;,talcmcll!' of 1hc pr,l'ilion" an: A. Guimaracs.
Q'1wtm ll1 ,\'w1 !'twln. IIJfiJ. aml Caio Prado Jr .. ..1. rcmlurcio hrosilcira.
Si11n Pauln, I Q,f,,fl..
112. Thr mnl vehement cl::urn lhal lhc colmwto wn-.. pn t:apilaliq is Jacnh Gorcndcr.
r dn no campo hra..,ilciro'. in l:variqo dc l\.lorais Fillw
rl nl.. Tmhulhmlurn. ,.;n.tlinum f polt"tif"n. S;l,n PaulP. finrcndcr 1hc
'11 lllltrhantlutry mOlk of pHltluclion caidcd hy dt:j)CildcrH pcasam
fnttnr.'. fn <Jnt("IIHlcr fi0\11: .. 11 litlnlhcr nf r.ai)Jrr arhllrary and hi1arre critcria
fur 'l" l."lllllr.a.J..t .. \.d111.:h dn llPI C'\lcnd hcynnd onc mnnlhl and firHb
10
lhilll lhc cu/oiWitl dt)(\ nnl fulftl lll!.:fll. lhl: high rr.oinl nf lhc :lrllcJc OCCllr'- 011
fi'A.j!t 1
1
1 whcn. nfh:r cii.J,hlllllllllt Ihn! lhc pl.:mlrr" pa ... lmc (l!'l'f'l'llo ck pa\tognnllo
lhc co/w1m. 1hc nulhPr lhcll c1111mcrnh:' Ihr alllmah. wlw thcrc: 'a ht
1
r..,
1
.:. a
cnw, i:"lf. n du..:hrl,.. \,\'IIIIe lhC" of j,!ra/1111: prp and chll'kcm
1
.., nnl wilhnul a
200
Sharecropping and Sharecroppers
certain Dis.ney-like chann. it does not enhance one's .confidence in Gorender"s agri.cultural
expertise.
w.e hope it is evident by now tha.t those featmes (such as the food plots) which some
writers h.ave used to clia.ssify the colonalo as non-capitalist s.eem to us tobe best regarded as
simply specific to tbe concn::te condions ofSo P'aulo agriculture in the period. ln any case.
it wouJd be difficult to deny tbat under the colonalo free workers were obliged to sell their
labour power i.n1 tbe market.
113. Francisco de Oliveira,. 'Economia brasileira: critica razo dualisf. Estudos CEBRA P. no.
2. 1972.
1 Sergio Silva.,. 'Ag.ricuJtura e capi.tal:ismo mo Brasir. Conte.-.:to. no. I. 1976. p. 31.
H5. E. Viotti da Costa. 'Colnia.s de parceria'.,. pp. 17.1-2. ln her Da senzala a colonia. Viotti
argued somewhat difTerent.ly.. auributing the failure of sharecropping to the high cost of
prodluction of coffee on account of its very labour-intensive natme. low Ievel of mechanisa-
tion,. and llow cofTee prices., wittJ consequent small profit margins .. which discouraged both
employer;s and labourers. W. DeM, in Ria Clara. while initial'ly arguing that the sharecrop-
ping s.ystem was in fact more profitable than slave la:bour. att.ributes its fa.ilure to the fact
that after the first yeMS free labourers could only be kept working by the use of coercion or
by offering them more favourable con1tra.ct conditions. He suggests that the former would
have req1uired backing by the govemment which was unavai1lable. the latter the pl:mters
themselves w.ere t.mwilling to grant. ideologically incapable as the:r were of dealing with a
genuine proldari,a.t on a purely contractuaJ basis. He condudes that. rather lhan an increase
in productivity or the observance of coflt.mctual rellations. what planters expected of their
labourers was subs.ervienc'e and lioyalty.
11'6. ln ordler to avoid invidious citations. We will only note that this was the argument in M. Hall.
'Origins of Mass Immigration.
] 17. M.J. Valdetaro. op ..cit. p. 9'3. quoting a. planteF whose labourers worked l!ittle and badly.