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Saturday, December 7, 2024

British colonization of the Americas

The colonies of Great Britain in the Americas

The British colonization of the Americas is the history of establishment of control, settlement, and colonization of the continents of the Americas by England, Scotland, and, after 1707, Great Britain. Colonization efforts began in the late 16th century with failed attempts by England to establish permanent colonies in the North. The first of the permanent English colonies in the Americas was established in Jamestown, Virginia, in 1607. Colonies were established in North America, Central America, South America, and the Caribbean. Though most British colonies in the Americas eventually gained independence, some colonies have remained under Britain's jurisdiction as British Overseas Territories.

The first documented settlement of Europeans in the Americas was established by Norse people around 1000 AD in what is now Newfoundland, called Vinland by the Norse. Later European exploration of North America resumed with Christopher Columbus's 1492 expedition sponsored by Spain. English settlement began almost a century later. Sir Walter Raleigh established the short-lived Roanoke Colony in 1585. The 1607 settlement of the Jamestown colony grew into the Colony of Virginia. Virgineola—settled unintentionally by the shipwreck of the Virginia Company's Sea Venture in 1609, and renamed The Somers Isles—is still known by its older Spanish name, Bermuda. In 1620, a group of mostly Pilgrim religious separatists established a second permanent colony on the mainland, on the coast of Massachusetts. Several other English colonies were established in North America during the 17th and 18th centuries. With the authorization of a royal charter, the Hudson's Bay Company established the territory of Rupert's Land in the Hudson Bay drainage basin. The English also established or conquered several colonies in the Caribbean, including Barbados and Jamaica.

England captured the Dutch colony of New Netherland in the Anglo-Dutch Wars of the mid-17th century, leaving North America divided amongst the English, Spanish, and French empires. After decades of warring with France, Britain took control of the French colony of Canada and France's territory east of the Mississippi River, as well as several Caribbean territories, in 1763. Many of the North American colonies gained independence from Britain through victory in the American Revolutionary War, which ended in 1783. Historians refer to the British Empire after 1783 as the "Second British Empire"; this period saw Britain increasingly focus on Asia and Africa instead of the Americas, and increasingly focus on the expansion of trade rather than territorial possessions. Nonetheless, Britain continued to colonize parts of the Americas in the 19th century, taking control of British Columbia and establishing the colonies of the Falkland Islands and British Honduras. Britain also gained control of several colonies, including Trinidad and British Guiana, following the 1815 defeat of France in the Napoleonic Wars.

In the mid-19th century, Britain began the process of granting self-government to its remaining colonies in North America. Most of these colonies joined the Confederation of Canada in the 1860s or 1870s, though Newfoundland would not join Canada until 1949. Canada gained full autonomy following the passage of the Statute of Westminster 1931, though it retained various ties to Britain and still recognizes the British monarch as head of state. Following the onset of the Cold War, most of the remaining British colonies in the Americas gained independence between 1962 and 1983. Many of the former British colonies are part of the Commonwealth of Nations, a political association chiefly consisting of former colonies of the British Empire.

Background: early exploration and colonization of the Americas

By the end of the 16th century, the Iberian Union of Spain and Portugal colonized a significant part of the Americas, but other parts of the Americas had not yet been colonized by European powers

Following the first voyage of Christopher Columbus in 1492, Spain and Portugal established colonies in the New World, beginning the European colonization of the Americas. France and England, the two other major powers of 15th-century Western Europe, employed explorers soon after the return of Columbus's first voyage. In 1497, King Henry VII of England dispatched an expedition led by John Cabot to explore the coast of North America, but the lack of precious metals or other riches discouraged both the Spanish and English from permanently settling in North America during the early 17th century.

Later explorers such as Martin Frobisher and Henry Hudson sailed to the New World in search of a Northwest Passage between the Atlantic Ocean and Asia, but were unable to find a viable route. Europeans established fisheries in the Grand Banks of Newfoundland, and traded metal, glass, and cloth for food and fur, beginning the North American fur trade. During mid-1585 Bernard Drake launched an expedition to Newfoundland which crippled the Spanish and Portuguese fishing fleets there from which they never recovered. This would have consequences in terms of English colonial expansion and settlement.

In the Caribbean Sea, English sailors defied Spanish trade restrictions and preyed on Spanish treasure ships. The English colonization of America had been based on the English colonization of Ireland, specifically the Munster Plantation, England's first colony, using the same tactics as the Plantations of Ireland. Many of the early colonists of North America had their start in colonizing Ireland, including a group known as the West Country Men. When Sir Walter Raleigh landed in Virginia, he compared the Native Americans to the wild Irish. Both Roanoke and Jamestown had been based on the Irish plantation model.

In the late sixteenth century, Protestant England became embroiled in a religious war with Catholic Spain. Seeking to weaken Spain's economic and military power, English privateers such as Francis Drake and Humphrey Gilbert harassed Spanish shipping. Gilbert proposed the colonization of North America on the Spanish model, with the goal of creating a profitable English empire that could also serve as a base for the privateers. After Gilbert's death, Walter Raleigh took up the cause of North American colonization, sponsoring an expedition of 500 men to Roanoke Island. In 1584, the colonists established the first permanent English colony in North America, but the colonists were poorly prepared for life in the New World, and by 1590, the colonists had disappeared.

There are a variety of theories as to what happened to the colonists there. The most popular theory is that the colonists left in search of a new area to settle in the Chesapeake, leaving stragglers to integrate with local Native American tribes. A separate colonization attempt in Newfoundland also failed. Despite the failure of these early colonies, the English remained interested in the colonization of North America for economic and military reasons.

Early colonization, 1607–1630

Jamestown, the first permanent English settlement in North America, was established during the reign of King James I of England (1603–1625)

In 1606, King James I of England granted charters to both the Plymouth Company and the London Company for the purpose of establishing permanent settlements in North America. In 1607, the London Company established a permanent colony at Jamestown on the Chesapeake Bay, but the Plymouth Company's Popham Colony proved short-lived. Approximately 30,000 Algonquian peoples lived in the region at the time. The colonists at Jamestown faced extreme adversity, and by 1617 there were only 351 survivors out of the 1700 colonists who had been transported to Jamestown. After the Virginians discovered the profitability of growing tobacco, the settlement's population boomed from 400 settlers in 1617 to 1240 settlers in 1622. The London Company was bankrupted in part due to frequent warring with nearby American Indians, leading the English crown to take direct control of the Colony of Virginia, as Jamestown and its surrounding environs became known.

In 1609, the Sea Venture, flagship of the English London Company, a division of the Virginia Company, bearing Admiral Sir George Somers and the new Lieutenant-Governor for Jamestown, Sir Thomas Gates, was deliberately driven onto the reef off the archipelago of Bermuda to prevent its foundering during a hurricane on the 25th of July. The 150 passengers and crew built two new ships, the Deliverance and Patience and most departed Bermuda again for Jamestown on 11 May 1610. Two men remained behind, and were joined by a third after the Patience returned again, then departed for England (it had been meant to return to Jamestown after gathering more food in Bermuda), ensuring that Bermuda remained settled, and in the possession of England and the London Company from 1609 to 1612, when more settlers and the first Lieutenant-Governor arrived from England following the extension of the Royal Charter of the London Company to officially add Bermuda to the territory of Virginia.

The archipelago was officially named Virgineola, though this was soon changed to The Somers Isles, which remains an official name though the archipelago had already long been infamous as Bermuda, and the older Spanish name has resisted replacement. The Lieutenant-Governor and settlers who arrived in 1612 briefly settled on Smith's Island, where the three left behind by the Sea Venture were thriving, before moving to St. George's Island where they established the town of New London, which was soon renamed to St. George's Town (the first actual town successfully established by the English in the New World as Jamestown was really James Fort, a rudimentary defensive structure, in 1612).

Bermuda was soon more populous, self-sufficient and prosperous than Jamestown and a second company, the Company of the City of London for the Plantacion of The Somers Isles (better known as The Somers Isles Company) was spun-off from the London Company in 1615, and continued to administer Bermuda after the London Company's Royal Charter was revoked in 1624 (The Somers Isles Company's Royal Charter was similarly revoked in 1684). Bermuda pioneered tobacco cultivation as the engine for its economic growth, but as Virginia's tobacco agriculture outstripped it in the 1620s, and new colonies in the West Indies also emulated its tobacco industry, the price of Bermudian tobacco fell and the colony became unprofitable for many of the company's shareholders, who mostly had remained in England while managers or tenants farmed their land in Bermuda with the labour of indentured servants. Bermuda's House of Assembly held its first session in 1620 (Virginia's House of Burgesses having held its first session in 1619), but with no landowners resident in Bermuda there was consequently no property qualification, unlike the case with the House of Commons.

As the bottom fell out of tobacco, many absentee shareholders (or Adventurers) sold their shares to the occupying managers or tenants, with the agricultural industry quickly shifting towards family farms that grew subsistence crops instead of tobacco. Bermudians soon found they could sell their excess foodstuffs in the West Indies where colonies like Barbados grew tobacco to the exclusion of subsistence crops. As the company's magazine ship would not carry their food exports to the West Indies, Bermudians began to build their own ships from Bermuda cedar, developing the speedy and nimble Bermuda sloop and the Bermuda rig.

Between the late 1610s and the American Revolution, the British shipped an estimated 50,000 to 120,000 convicts to their American colonies.

Meanwhile, the Council for New England sponsored several colonization projects, including a colony established by a group of English Puritans, known today as the Pilgrims. The Puritans embraced an intensely emotional form of Calvinist Protestantism and sought independence from the Church of England. In 1620, the Mayflower transported the Pilgrims across the Atlantic, and the Pilgrims established Plymouth Colony on Cape Cod. The Pilgrims endured an extremely hard first winter, with roughly fifty of the one hundred colonists dying. In 1621, Plymouth Colony was able to establish an alliance with the nearby Wampanoag tribe, which helped the Plymouth Colony adopt effective agricultural practices and engaged in the trade of fur and other materials. Farther north, the English also established Newfoundland Colony in 1610, which primarily focused on cod fishing.

The Caribbean would provide some of England's most important and lucrative colonies, but not before several attempts at colonization failed. An attempt to establish a colony in Guiana in 1604 lasted only two years and failed in its main objective to find gold deposits. Colonies in St Lucia (1605) and Grenada (1609) also rapidly folded. Encouraged by the success of Virginia, in 1627 King Charles I granted a charter to the Barbados Company for the settlement of the uninhabited Caribbean island of Barbados. Early settlers failed in their attempts to cultivate tobacco, but found great success in growing sugar.

Growth, 1630–1689

English overseas possessions in 1700

West Indies colonies

The success of colonization efforts in Barbados encouraged the establishment of more Caribbean colonies, and by 1660 England had established Caribbean sugar colonies in St. Kitts, Antigua, Nevis, and Montserrat, English colonization of the Bahamas began in 1648 after a Puritan group known as the Eleutheran Adventurers established a colony on the island of Eleuthera. England established another sugar colony in 1655 following the successful invasion of Jamaica during the Anglo-Spanish War. Spain acknowledged English possession of Jamaica and the Caiman Islands in the 1670 Treaty of Madrid. England captured Tortola from the Dutch in 1670, and subsequently took possession of the nearby islands of Anegada and Virgin Gorda; these islands would later form the British Virgin Islands.

During the 17th century, the sugar colonies adopted the system of sugar plantations successfully used by the Portuguese in Brazil, which depended on slave labour. The English government valued the economic importance of these islands over that of New England. Until the abolition of its slave trade in 1807, Britain was responsible for the transportation of 3.5 million African slaves to the Americas, a third of all slaves transported across the Atlantic. Many of the slaves were captured by the Royal African Company in West Africa, though others came from Madagascar. These slaves soon came to form the majority of the population in Caribbean colonies like Barbados and Jamaica, where strict slave codes were established partly to deter slave rebellions.

Establishment of the Thirteen Colonies

New England Colonies

Thirteen Colonies of North America:
Dark Red = New England colonies.
Bright Red = Middle Atlantic colonies.
Red-brown = Southern colonies.

Following the success of the Jamestown and Plymouth Colonies, several more English groups established colonies in the region that became known as New England. In 1629, another group of Puritans led by John Winthrop established the Massachusetts Bay Colony, and by 1635 roughly ten thousand English settlers lived in the region between the Connecticut River and the Kennebec River. After defeating the Pequot in the Pequot War, Puritan settlers established the Connecticut Colony in the region the Pequots had formerly controlled. The Colony of Rhode Island and Providence Plantations was founded by Roger Williams, a Puritan leader who was expelled from the Massachusetts Bay Colony after he advocated for a formal split with the Church of England. As New England was a relatively cold and infertile region, the New England Colonies relied on fishing and long-distance trade to sustain the economy.

Southern Colonies

In 1632, Cecil Calvert, 2nd Baron Baltimore founded the Province of Maryland to the north of Virginia. Maryland and Virginia became known as the Chesapeake Colonies, and experienced similar immigration and economic activities. Though Baltimore and his descendants intended for the colony to be a refuge for Catholics, it attracted mostly Protestant immigrants, many of whom scorned the Calvert family's policy of religious toleration. In the mid-17th century, the Chesapeake Colonies, inspired by the success of slavery in Barbados, began the mass importation of African slaves. Though many early slaves eventually gained their freedom, after 1662 Virginia adopted policies that passed enslaved status from mother to child and granted slave owners near-total domination of their human property.

640 miles (1,030 km) East-South-East of Cape Hatteras, in the Virginia Company's other former settlement, the Somers Isles, alias the Islands of Bermuda, where the spin-off Somers Isles Company still administered, the company and its shareholders in England only earned profits from the export of tobacco, placing them increasingly at odds with Bermudians for whom tobacco had become unprofitable to cultivate. As only those landowners who could attend the company's annual meetings in England were permitted to vote on company policy, the company worked to suppress the developing maritime economy of the colonists and to force the production of tobacco, which required unsustainable farming practices as more was required to be produced to make up for the diminished value.

As many of the class of moneyed businessmen who were adventurers in the company were aligned to the Parliamentary cause during the English Civil War, Bermuda was one of the colonies that sided with the Crown during the war, being the first to recognise Charles II after the execution of his father. With control of their Assembly and the militia and volunteer coastal artillery, the Royalist majority deposed the company-appointed Governor (by the 1630s, the company had ceased sending Governors to Bermuda and had instead appointed a succession of prominent Bermudians to the role, including religious Independent and Parliamentarian William Sayle) by force of arms and elected John Trimingham to replace him. Many of Bermuda's religious Independents, who had sided with Parliament, were forced into exile. Although some of the newer continental colonies settled largely by anti-Episcopalian Protestants sided with Parliament during the war, Virginia and other colonies like Bermuda supported the Crown and were subjected to the measures laid out in An Act for prohibiting Trade with the Barbadoes, Virginia, Bermuda and Antego until Parliament was able to force them to acknowledge its sovereignty.

Bermudian anger at the policies of the Somers Isles Company ultimately saw them take their complaints to the Crown after The Restoration, leading to the Crown revoking the Royal Charter of the Somers Isles Company and taking over direct administration of Bermuda in 1684. From that date, Bermudians abandoned agriculture, diversifying their maritime industry to occupy many niches of inter-colonial trade between North America and the West Indies. Bermudians limited landmass and high birth rate meant that a steady outflow from the colony contributed about 10,000 settlers to other colonies, notably the southern continental colonies (including Carolina Province, which was settled from Bermuda in 1670), as well as West Indian settlements, including the Providence Island colony in 1631, the Bahamas (settled by Eleutheran Adventurers, Parliament-allied Civil War exiles from Bermuda, under William Sayle in the 1640s), and the seasonal occupation of the Turks Islands from 1681.

Encouraged by the apparent weakness of Spanish rule in Florida, Barbadian planter John Colleton and seven other supporters of Charles II of England established the Province of Carolina in 1663. Settlers in the Carolina Colony established two main population centers, with many Virginians settling in the north of the province and many English Barbadians settling in the southern port city of Charles Town. In 1712, Carolina was divided into the crown colonies of North Carolina and South Carolina. The colonies of Maryland, Virginia, North Carolina, and South Carolina (as well as the Province of Georgia, which was established in 1732) became known as the Southern Colonies.

Middle Colonies

James II established the Colony of New York and the Dominion of New England. He succeeded his brother as King of England in 1685 but was overthrown in the Glorious Revolution of 1688.

Beginning in 1609, Dutch traders had established fur trading posts on the Hudson River, Delaware River, and Connecticut River, ultimately creating the Dutch colony of New Netherland, with a capital at New Amsterdam. In 1657, New Netherland expanded through conquest of New Sweden, a Swedish colony centered in the Delaware Valley. Despite commercial success, New Netherland failed to attract the same level of settlement as the English colonies. In 1664, during a series of wars between the English and Dutch, English soldier Richard Nicolls captured New Netherland. The Dutch briefly regained control of parts of New Netherland in the Third Anglo-Dutch War, but surrendered its claim to the territory in the 1674 Treaty of Westminster, ending the Dutch colonial presence in North America. In 1664, the Duke of York, later known as James II of England, was granted control of the English colonies north of the Delaware River. He created the Province of New York out of the former Dutch territory and renamed New Amsterdam as New York City. He also created the provinces of West Jersey and East Jersey out of former Dutch land situated to the west of New York City, giving the territories to John Berkeley and George Carteret. East Jersey and West Jersey would later be unified as the Province of New Jersey in 1702.

Charles II rewarded William Penn, the son of distinguished Admiral William Penn, with the land situated between Maryland and the Jerseys. Penn named this land the Province of Pennsylvania. Penn was also granted a lease to the Delaware Colony, which gained its own legislature in 1701. A devout Quaker, Penn sought to create a haven of religious toleration in the New World. Pennsylvania attracted Quakers and other settlers from across Europe, and the city of Philadelphia quickly emerged as a thriving port city. With its fertile and cheap land, Pennsylvania became one of the most attractive destinations for immigrants in the late 17th century. New York, Pennsylvania, New Jersey, and Delaware became known as the Middle Colonies.

Hudson's Bay Company

In 1670, Charles II incorporated by royal charter the Hudson's Bay Company (HBC), granting it a monopoly on the fur trade in the area known as Rupert's Land. Forts and trading posts established by the HBC were frequently the subject of attacks by the French.

Darien scheme

In 1695, the Parliament of Scotland granted a charter to the Company of Scotland, which established a settlement in 1698 on the Isthmus of Panama. Besieged by neighbouring Spanish colonists of New Granada, and afflicted by malaria, the colony was abandoned two years later. The Darien scheme was a financial disaster for Scotland—a quarter of Scottish capital was lost in the enterprise—and ended Scottish hopes of establishing its own overseas empire. The episode also had major political consequences, persuading the governments of both England and Scotland of the merits of a union of countries, rather than just crowns. This occurred in 1707 with the Treaty of Union, establishing the Kingdom of Great Britain.

Expansion and conflict, 1689–1763

Settlement and expansion in North America

After succeeding his brother in 1685, King James II and his lieutenant, Edmund Andros, sought to assert the crown's authority over colonial affairs. James was deposed by the new joint monarchy of William and Mary in the Glorious Revolution, but William and Mary quickly reinstated many of the James's colonial policies, including the mercantilist Navigation Acts and the Board of Trade. The Massachusetts Bay Colony, Plymouth Colony and the Province of Maine were incorporated into the Province of Massachusetts Bay, and New York and the Massachusetts Bay Colony were reorganized as royal colonies, with a governor appointed by the king. Maryland, which had experienced a revolution against the Calvert family, also became a royal colony, though the Calverts retained much of their land and revenue in the colony. Even those colonies that retained their charters or proprietors were forced to assent to much greater royal control than had existed before the 1690s.

Between immigration, the importation of slaves, and natural population growth, the colonial population in British North America grew immensely in the 18th century. According to historian Alan Taylor, the population of the Thirteen Colonies (the British North American colonies which would eventually form the United States) stood at 1.5 million in 1750. More than ninety percent of the colonists lived as farmers, though cities like Philadelphia, New York, and Boston flourished. With the defeat of the Dutch and the imposition of the Navigation Acts, the British colonies in North America became part of the global British trading network. The colonists traded foodstuffs, wood, tobacco, and various other resources for Asian tea, West Indian coffee, and West Indian sugar, among other items. Native Americans far from the Atlantic coast supplied the Atlantic market with beaver fur and deerskins, and sought to preserve their independence by maintaining a balance of power between the French and English. By 1770, the economic output of the Thirteen Colonies made up forty percent of the gross domestic product of the British Empire.

Prior to 1660, almost all immigrants to the English colonies of North America had migrated freely, though most paid for their passage by becoming indentured servants. Improved economic conditions and an easing of religious persecution in Europe made it increasingly difficult to recruit labor to the colonies in the 17th and 18th centuries. Partly due to this shortage of free labor, the population of slaves in British North America grew dramatically between 1680 and 1750; the growth was driven by a mixture of forced immigration and the reproduction of slaves. In the Southern Colonies, which relied most heavily on slave labor, the slaves supported vast plantation economies lorded over by increasingly wealthy elites. By 1775, slaves made up one-fifth of the population of the Thirteen Colonies but less than ten percent of the population of the Middle Colonies and New England Colonies. Though a smaller proportion of the English population migrated to British North America after 1700, the colonies attracted new immigrants from other European countries, including Catholic settlers from Ireland and Protestant Germans. As the 18th century progressed, colonists began to settle far from the Atlantic coast. Pennsylvania, Virginia, Connecticut, and Maryland all lay claim to the land in the Ohio River valley, and the colonies engaged in a scramble to expand west.

Following the 1684 revocation of the Somers Isles Company's Royal Charter, seafaring Bermudians established an inter-colonial trade network, with Charleston, South Carolina (settled from Bermuda in 1670 under William Sayle, and on the same latitude as Bermuda, although Cape Hatteras, North Carolina, is the nearest landfall to Bermuda) forming a continental hub for their trade (Bermuda itself produced only ships and seamen). The widespread activities and settlement of Bermudians has resulted in many localities named after Bermuda dotting the map of North America.

Conflicts with the French and Spanish

After the end of the French and Indian War in 1763, North America was dominated by the British and Spanish Empires

The Glorious Revolution and the succession of William III, who had long resisted French hegemony as the Stadtholder of the Dutch Republic, ensured that England and its colonies would come into conflict with the French empire of Louis XIV after 1689. Under the leadership of Samuel de Champlain, the French had established Quebec City on the St Lawrence River in 1608, and it became the center of French colony of Canada. France and England engaged in a proxy war via Native American allies during and after the Nine Years' War, while the powerful Iroquois declared their neutrality. War between France and England continued in Queen Anne's War, the North American component of the larger War of the Spanish Succession. In the 1713 Treaty of Utrecht, which ended the War of Spanish Succession, the British won possession of the French territories of Newfoundland and Acadia, the latter of which was renamed Nova Scotia. In the 1730s, James Oglethorpe proposed that the area south of the Carolinas be colonized to provide a buffer against Spanish Florida, and he was part of a group of trustees that were granted temporary proprietorship over the Province of Georgia. Oglethorpe and his compatriots hoped to establish a utopian colony that banned slavery, but by 1750 the colony remained sparsely populated, and Georgia became a crown colony in 1752.

In 1754, the Ohio Company started to build a fort at the confluence of the Allegheny River and the Monongahela River. A larger French force initially chased the Virginians away, but was forced to retreat after the Battle of Jumonville Glen. After reports of the battle reached the French and British capitals, the Seven Years' War broke out in 1756; the North American component of this war is known as the French and Indian War. After the Duke of Newcastle returned to power as Prime Minister in 1757, he and his foreign minister, William Pitt, devoted unprecedented financial resources to the transoceanic conflict. The British won a series of victories after 1758, conquering much of New France by the end of 1760. Spain entered the war on France's side in 1762 and promptly lost several American territories to Britain. The 1763 Treaty of Paris ended the war, and France surrendered almost all of the portion of New France to the east of the Mississippi River to the British. France separately ceded its lands west of the Mississippi River to Spain, and Spain ceded Florida to Britain. With the newly acquired territories, the British created the provinces of East Florida, West Florida, and Quebec, all of which were placed under military governments. In the Caribbean, Britain retained Grenada, St. Vincent, Dominica, and Tobago, but returned control of Martinique, Havana, and other colonial possessions to France or Spain.

The Americans break away, 1763–1783

North America after the 1783 Treaty of Paris

The British subjects of North America believed the unwritten British constitution protected their rights and that the governmental system—with the House of Commons, the House of Lords, and the monarch sharing power—found an ideal balance among democracy, oligarchy, and tyranny. However, the British were saddled with huge debts following the French and Indian War. As much of the British debt had been generated by the defense of the colonies, British leaders felt that the colonies should contribute more funds, and they began imposing taxes such as the Sugar Act of 1764. Increased British control of the Thirteen Colonies upset the colonists and upended the notion many colonists held: that they were equal partners in the British Empire. Meanwhile, seeking to avoid another expensive war with Native Americans, Britain issued the Royal Proclamation of 1763, which restricted settlement west of the Appalachian Mountains. However, it was effectively replaced five years later thanks to the Treaty of Fort Stanwix. The Thirteen Colonies became increasingly divided between Patriots, opposed to parliamentary taxation without representation, and Loyalists, who supported the king. In the British colonies nearest to the Thirteen Colonies, however, protests were muted, as most colonists accepted the new taxes. These provinces had smaller populations, were largely dependent on the British military, and had less of a tradition of self-rule.

At the Battles of Lexington and Concord in April 1775, the Patriots repulsed a British force charged with seizing militia arsenals. The Second Continental Congress assembled in May 1775 and sought to coordinate armed resistance to Britain. It established an impromptu government that recruited soldiers and printed its own money. Announcing a permanent break with Britain, the delegates adopted a Declaration of Independence on 4 July 1776 for the United States of America. The French formed a military alliance with the United States in 1778 following the British defeat at the Battle of Saratoga. Spain joined France in order to regain Gibraltar from Britain. A combined Franco-American operation trapped a British invasion army at Yorktown, Virginia, forcing them to surrender in October 1781. The surrender shocked Britain. The king wanted to keep fighting, but he lost control of Parliament and peace negotiations began. In the 1783 Treaty of Paris, Britain ceded all of its North American territory south of the Great Lakes, except for the two Florida colonies, which were ceded to Spain.

With their close ties of blood and trade with the continental colonies, especially Virginia and South Carolina, Bermudians leaned towards the rebels during the American War of Independence, supplying them with privateering ships and gunpowder, but the power of the Royal Navy on the surrounding Atlantic left no possibility of their joining the rebellion, and they eventually availed themselves of the opportunities of privateering against their former kinsmen. Although often mistaken for being in the West Indies, Bermuda is nearer to Canada (and was initially grouped within British North America, retaining close links especially with the Nova Scotia and Newfoundland until the continental colonies were confederated into Canada) than to the West Indies, and the nearest landfall is North Carolina. Following the independence of the United States, this would make Bermuda of supreme importance to Britain's strategic control of the region, including its ability to protect its shipping in the area and its ability to project its power against the Atlantic seaboard of the United States, as was to be shown during the American War of 1812.

Having defeated a combined Franco-Spanish naval force at the decisive 1782 Battle of the Saintes, Britain retained control of Gibraltar and all its pre-war Caribbean possessions except for Tobago. Economically, the new nation became a major trading partner of Britain.

Second British Empire, 1783–1945

The British Empire in 1921

The loss of a large portion of British America defined the transition between the "first" and "second" empires, in which Britain shifted its attention away from the Americas to Asia, the Pacific, and later Africa. Influenced by the ideas of Adam Smith, Britain also shifted away from mercantile ideals and began to prioritize the expansion of trade rather than territorial possessions. During the nineteenth century, some observers described Britain as having an "unofficial" empire based on the export of goods and financial investments around the world, including the newly independent republics of Latin America. Though this unofficial empire did not require direct British political control, it often involved the use of gunboat diplomacy and military intervention to protect British investments and ensure the free flow of trade.

From 1793 to 1815, Britain was almost constantly at war, first in the French Revolutionary Wars and then in the Napoleonic Wars. During the wars, Britain took control of many French, Spanish, and Dutch Caribbean colonies. Tensions between Britain and the United States escalated during the Napoleonic Wars, as the United States took advantage of its neutrality to undercut the British embargo on French-controlled ports, and Britain tried to cut off that American trade with France. The Royal Navy, which was desperately short of trained seamen and constantly losing deserters who sought better-paid work under less draconian discipline aboard American merchant vessels, boarded American ships to search for deserters, sometimes resulting in the Impressment of American sailors into the Royal Navy. The United States, at the same time, coveted the acquisition of Canada, which Britain could ill afford to lose as its naval and merchant fleets had been constructed largely from American timber before United States independence, and from Canadian timber thereafter. Taking advantage of Britain's absorption in its war with France, the United States began the American War of 1812 with the invasion of the Canadas, but the British Army mounted a successful defence with minimal regular forces, supported by militia and native allies, while the Royal Navy blockaded the United States of America's Atlantic coastline from Bermuda, strangling its merchant trade, and carried out amphibious raids including the Chesapeake Campaign with its Burning of Washington. As the United States failed to make any gains before British victory against France in 1814 freed British forces from Europe to be wielded against it, and as Britain had no aim in its war with its former colonies other than to defend its remaining continental territory, the war ended with the pre-war boundaries reaffirmed by the 1814 Treaty of Ghent, ensuring Canada's future would be separate from that of the United States.

Following the final defeat of French Emperor Napoleon in 1815, Britain gained ownership of Trinidad, Tobago, British Guiana, and Saint Lucia, as well as other territories outside of the Western Hemisphere. The Treaty of 1818 with the United States set a large portion of the Canada–United States border at the 49th parallel and also established a joint U.S.–British occupation of Oregon Country. In the 1846 Oregon Treaty, the United States and Britain agreed to split Oregon Country along the 49th parallel north with the exception of Vancouver Island, which was assigned in its entirety to Britain.

After warring throughout the eighteenth and nineteenth centuries in both Europe and the Americas, the British and French reached a lasting peace after 1815. Britain would fight only one war (the Crimean War) against a European power during the remainder of the nineteenth century, and that war did not lead to territorial changes in the Americas. However, the British Empire continued to engage in wars such as the First Opium War against China; it also put down rebellions such as the Indian Rebellion of 1857, the Canadian Rebellions of 1837–1838, and the Jamaican Morant Bay rebellion of 1865. A strong abolition movement had emerged in the United Kingdom in the late-eighteenth century, and Britain abolished the slave trade in 1807. In the mid-nineteenth century, the economies of the British Caribbean colonies would suffer as a result of the Slavery Abolition Act 1833, which abolished slavery throughout the British Empire, and the 1846 Sugar Duties Act, which ended preferential tariffs for sugar imports from the Caribbean. To replace the labor of former slaves, British plantations on Trinidad and other parts of the Caribbean began to hire indentured servants from India and China.

Establishing the Dominion of Canada

Despite its defeat in the American Revolutionary War and shift towards a new form of imperialism during the nineteenth century, the British Empire retained numerous colonies in the Americas after 1783. During and after the American Revolutionary War, between 40,000 and 100,000 defeated Loyalists migrated from the United States to Canada. The 14,000 Loyalists who went to the Saint John and Saint Croix river valleys, then part of Nova Scotia, felt too far removed from the provincial government in Halifax, so London split off New Brunswick as a separate colony in 1784. The Constitutional Act of 1791 created the provinces of Upper Canada (mainly English-speaking) and Lower Canada (mainly French-speaking) to defuse tensions between the French and British communities, and implemented governmental systems similar to those employed in Britain, with the intention of asserting imperial authority and not allowing the sort of popular control of government that was perceived to have led to the American Revolution.

The British also expanded their mercantile interests in the North Pacific. Spain and Britain had become rivals in the area which came to a head with the Nootka Crisis in 1789. Both sides mobilised for war, and Spain counted on France for support but when France refused, Spain had to back down and capitulated to British terms leading to the Nootka Convention. The outcome of the crisis was a humiliation for Spain and a triumph for Britain, for the former had practically renounced all sovereignty on the North Pacific coast. This opened the way to British expansion in that area, and a number of expeditions took place; firstly a naval expedition led by George Vancouver which explored the inlets around the Pacific NorthWest, particularly around Vancouver Island. On land, expeditions took place hoping for a discovery of a practicable river route to the Pacific for the extension of the North American fur trade (the North West Company). Sir Alexander Mackenzie led the first starting out in 1792, and a year a later he became the first European to reach the Pacific overland north of the Rio Grande reaching the ocean near present-day Bella Coola. This preceded the Lewis and Clark Expedition by twelve years. Shortly thereafter, Mackenzie's companion, John Finlay, founded the first permanent European settlement in British Columbia, Fort St. John. The North West Company sought further explorations firstly by David Thompson, starting in 1797, and later by Simon Fraser. More expedition took place in the early 1800s and pushed into the wilderness territories of the Rocky Mountains and Interior Plateau and all the way to the Strait of Georgia on the Pacific Coast expanding British North America Westward.

In 1815, Lieutenant-General Sir George Prevost was Captain-General and Governor-in-Chief in and over the Provinces of Upper-Canada, Lower-Canada, Nova-Scotia, and New~Brunswick, and their several Dependencies, Vice-Admiral of the same, Lieutenant-General and Commander of all His Majesty's Forces in the said Provinces of Lower Canada and Upper-Canada, Nova-Scotia and New-Brunswick, and their several Dependencies, and in the islands of Newfoundland, Prince Edward, Cape Breton and the Bermudas, &c. &c. &c. Beneath Prevost, the staff of the British Army in the Provinces of Nova-Scotia, New-Brunswick, and their Dependencies, including the Islands of Newfoundland, Cape Breton, Prince Edward and Bermuda were under the Command of Lieutenant-General Sir John Coape Sherbrooke. Below Sherbrooke, the Bermuda Garrison was under the immediate control of the Lieutenant-Governor of Bermuda, Major-General George Horsford (although the Lieutenant-Governor of Bermuda was eventually restored to a full civil Governorship, in his military role as Commander-in-Chief of Bermuda he remained subordinate to the Commander-in-Chief in Halifax, and naval and ecclesiastic links between Bermuda the Maritimes also remained; The military links were severed by Canadian confederation at the end of the 1860s, which resulted in the removal of the British Army from Canada and its Commander-in-Chief from Halifax when the Canadian Government took responsibility for the defence of Canada; The naval links remained until the Royal Navy withdrew from Halifax in 1905, handing its dockyard there over to the Royal Canadian Navy; The established Church of England in Bermuda, within which the Governor held office as Ordinary, remained linked to the colony of Newfoundland under the same Bishop until 1919).

In response to the Rebellions of 1837–1838, Britain passed the Act of Union in 1840, which united Upper Canada and Lower Canada into the Province of Canada. Responsible government was first granted to Nova Scotia in 1848, and was soon extended to the other British North American colonies. With the passage of the British North America Act, 1867 by the British Parliament, Upper and Lower Canada, New Brunswick, and Nova Scotia were formed into the confederation of Canada. Rupert's Land (which was divided into Manitoba and the Northwest Territories), British Columbia, and Prince Edward Island joined Canada by the end of 1873, but Newfoundland would not join Canada until 1949. Like other British dominions such as Australia, New Zealand, and South Africa, Canada enjoyed autonomy over its domestic affairs but recognized the British monarch as head of state and cooperated closely with Britain on defense issues. After the passage of the 1931 Statute of Westminster, Canada and other dominions were fully independent of British legislative control; they could nullify British laws and Britain could no longer pass laws for them without their consent.

United States independence, and the closure of its ports to British trade, combined with growing peace in the region which reduced the risk to shipping (resulting in smaller evasive merchantmen, such as those that Bermudian shipbuilders turned out, losing favour to larger clippers), and the advent of metal hulls and steam engines, were to slowly strangle Bermuda's maritime economy, while its newfound importance as a Royal Navy and British Army base from which the North America and West Indies Station could be controlled meant increasing interest from the British Government in its governance.

Bermuda was grouped with British North America, especially Nova Scotia and Newfoundland (its closest British neighbours), following United States Independence. When war with France followed the French Revolution, a Royal Naval Dockyard was established at Bermuda in 1795, which was to alternate with Royal Naval Dockyard, Halifax (Bermuda during the summers and Halifax during the winters) as the Royal Navy headquarters and main base for the River St. Lawrence and Coast of America Station (which was to become the North America Station in 1813, the North America and Lakes of Canada Station in 1816, the North America and Newfoundland Station in 1821, the North America and West Indies Station about 1820, and finally the America and West Indies Station from 1915 to 1956) before becoming the year-round headquarters and main base from about 1818.

The regular army garrison (established in 1701 but withdrawn in 1784) was re-established in 1794 and grew during the Nineteenth Century to be one of the British Army's largest, relative to Bermuda's size. The blockade of the Atlantic seaboard ports of the United States and the Chesapeake Campaign (including the Burning of Washington) were orchestrated from Bermuda during the American War of 1812. Preparations for similar operations were carried out in Bermuda when the Trent Affair nearly brought Britain to war with the United States during the American Civil War (Bermuda had already been serving as the primary tran-shipment point for British and European manufactured arms which were smuggled into Confederate ports, especially Charleston, South Carolina, by blockade runners; cotton was brought out from the same ports by the blockade runners to be traded at Bermuda for the war materiel), and Bermuda played important roles (as a naval base, trans-Atlantic convoy forming-up point, as a connecting point in the Cable and Wireless Nova Scotia-to-British West Indies submarine telegraph cable, as a wireless station, and from the 1930s as a site for airbases used as a staging point for trans-Atlantic flights and for operating anti-submarine air patrols over the North Atlantic) in the Atlantic theatre of the First World War and in the Battle of the Atlantic during the Second World War, when the already existing Royal Navy, British Army, and Royal Air Force bases were joined by a Royal Canadian Navy base and naval and air bases of the allied United States. It remained a vital air and naval base during the Cold War, with American and Canadian bases existing alongside the British ones from the Second World War until 1995.

British Honduras and Falkland Islands

In the early 17th century, English sailors had begun cutting logwood in parts of coastal Central America over which the Spanish exercised little control. By the early 18th century, a small British settlement had been established on the Belize River, though the Spanish refused to recognize British control over the region and frequently evicted British settlers. In the 1783 Treaty of Paris and the 1786 Convention of London, Spain gave Britain the right to cut logwood and mahogany in the area between the Hondo River and the Belize River, but Spain retained sovereignty over this area. Following the 1850 Clayton–Bulwer Treaty with the United States, Britain agreed to evacuate its settlers from the Bay Islands and the Mosquito Coast, but it retained control of the settlement on the Belize River. In 1862, Britain established the crown colony of the British Honduras at this location.

The British first established a presence on the Falkland Islands in 1765 but were compelled to withdraw for economic reasons related to the American War of Independence in 1774. The islands continued to be used by British sealers and whalers, although the settlement of Port Egmont was destroyed by the Spanish in 1780. Argentina attempted to establish a colony in the ruins of the former Spanish settlement of Puerto Soledad, which ended with the British return in 1833. The British governed the uninhabited South Georgia Island, which had been claimed by Captain James Cook in 1775, as a dependency of the Falkland Islands.

Decolonization and overseas territories, 1945–present

Successful independence movements

The Commonwealth of Nations consists of former territories of the British Empire in the Americas and elsewhere

With the onset of the Cold War in the late 1940s, the British government began to assemble plans for the independence of the empire's colonies in Africa, Asia, and the Americas. British authorities initially planned for a three-decades-long process in which each colony would develop a self-governing and democratic parliament, but unrest and fears of Communist infiltration in the colonies encouraged the British to speed up the move towards self-governance. Compared to other European empires, which experienced wars of independence such as the Algerian War and the Portuguese Colonial War, the British post-war process of decolonization in the Caribbean was relatively peaceful.

In an attempt to unite its Caribbean colonies, Britain established the West Indies Federation in 1958. The federation collapsed following the loss of its two largest members, Jamaica and Trinidad, each of which attained independence in 1962; Trinidad formed a union with Tobago to become the country of Trinidad and Tobago. The eastern Caribbean islands, as well as the Bahamas, gained independence in the 1960s, 1970s, and 1980s. Guyana achieved independence in 1966. Britain's last colony on the American mainland, British Honduras, became a self-governing colony in 1964 and was renamed Belize in 1973, achieving full independence in 1981. A dispute with Guatemala over claims to Belize was left unresolved.

Remaining territories

Though many of the Caribbean territories of the British Empire gained independence, Anguilla and the Turks and Caicos Islands opted to revert to British rule after they had already started on the path to independence. The British Virgin Islands, Bermuda, the Cayman Islands, Montserrat, and the Falkland Islands also remain under the jurisdiction of Britain. In 1982, Britain defeated Argentina in the Falklands War, an undeclared war in which Argentina attempted to seize control of the Falkland Islands. In 1983, the British Nationality Act 1981 renamed the existing British colonies as "British dependent territories".

Historically, colonials shared the same citizenship (although Magna Carta had effectively created English citizenship, citizens were still termed subjects of the King of England or English subjects. With the union of the kingdoms of England and Scotland, this was replaced with British subject, which encompassed citizens throughout the sovereign territory of the British government, including the colonies) as Britons. Although historically all British subjects had the right to vote for candidates, or to themselves stand for election, to the House of Commons (providing that they were male, prior to women's suffrage, and met the property qualification, when it applied). The British government (as with the Government of the Kingdom of England before it) has never assigned seats in the House of Commons to any colony, effectively disenfranchising colonials at the sovereign level of their government. There has also never been a peer in the House of Lords representing any colony. Colonials were therefore not consulted, or required to give their consent, to a series of acts that passed by the Parliament of the United Kingdom between 1968 and 1982, which were to limit their rights and ultimately change their citizenship.

When several colonies were elevated before the Second World War to dominion status, collectively forming the old British Commonwealth (as distinct from the United Kingdom and its dependent colonies), their citizens remained British subjects, and in theory, any British subject born anywhere in the world had the same basic right to enter, reside, and work in the United Kingdom as a British subject born in the United Kingdom whose parents were also both British subjects born in the United Kingdom (although many governmental policies and practices acted to thwart the free exercise of these right by various demographic groups of colonials, including Greek Cypriots).

When the dominions and an increasing number of colonies began choosing complete independence from the United Kingdom after the Second World War, the Commonwealth was transformed into a community of independent nations, each recognising the British monarch as their own head of state (creating separate monarchies with the same person occupying all of the separate Thrones; the exception being republican India). British subject was replaced by the British Nationality Act 1948 with citizen of the United Kingdom and colonies for the residents of the United Kingdom and its colonies, as well as the Crown dependencies. however, as it was desired to retain free movement for all Commonwealth citizens throughout the Commonwealth, British subject was retained as a blanket nationality shared by citizens of the United Kingdom and colonies as well as the citizens of the various other Commonwealth realms.

The inflow of coloured people to the United Kingdom during the 1940s and 1950s from both remaining colonies and newly independent Commonwealth nations was responded to with a racist backlash that led to the passing of the Commonwealth Immigrants Act 1962, which restricted the rights of Commonwealth nationals to enter, reside and work in the United Kingdom. This act also allowed certain colonials (primarily ethnic Indians in African colonies) to retain citizenship of the United Kingdom and colonies if their colonies became independent, intended as a measure to ensure these persons did not become stateless if they were denied the citizenship of their newly independent nation.

Many ethnic-Indians did find themselves marginalised in newly independent nations (notably Kenya) and relocated to the United Kingdom, in response to which the Commonwealth Immigrants Act 1968 was rapidly passed, stripping all British subjects (including citizens of the United Kingdom and colonies) who were not born in the United Kingdom, and who did not have a citizen of the United Kingdom and colonies parent born in the United Kingdom or some other qualification (such as existing residence status), of the rights to freely enter, reside and work in the United Kingdom.

This was followed by the Immigration Act 1971, which effectively divided citizens of the United Kingdom and colonies into two types, although their citizenship remained the same: Those from the United Kingdom itself, who retained the rights of free entry, abode, and work in the United Kingdom; and those born in the colonies (or in foreign countries to British colonial parents), from whom those rights were denied.

The British Nationality Act 1981, which entered into force on 1 January 1983, abolished British subject status, and stripped colonials of their full British citizen of the United Kingdom and colonies, replacing it with British dependent territories citizenship, which entailed no right of abode or to work anywhere (other categories with even fewer rights were created at the same time, including British overseas citizen for former citizens of the United Kingdom and colonies born in ex-colonies).

The exceptions were the Gibraltarians (permitted to retain British nationality in order to retain citizenship of the European Union) and the Falkland Islanders, who were permitted to retain the same new British citizenship that became the default citizenship for those from the United Kingdom and the Crown dependencies. As the act was widely understood to have been passed in preparation for the 1997 handover of Hong Kong to the People's Republic of China (in order to prevent ethnic-Chinese British nationals from migrating to the United Kingdom), and given the history of neglect and racism those colonies with sizeable non-European (to use the British government's parlance) populations had endured from the British government since the end of Empire, the application of the act only to those colonies in which the citizenship was changed to British dependent territories citizenship has been perceived as a particularly egregious example of the racism of the British government.

The stripping of birth rights from at least some of the colonial CUKCs in 1968 and 1971, and the change of their citizenships in 1983, actually violated the rights granted them by royal charters at the founding of the colonies. Bermuda (fully The Somers Isles or Islands of Bermuda), by example, had been settled by the London Company (which had been in occupation of the archipelago since the 1609 wreck of the Sea Venture) in 1612, when it received its Third Royal Charter from King James I, amending the boundaries of the First Colony of Virginia far enough across the Atlantic to include Bermuda. The citizenship rights guaranteed to settlers by King James I in the original royal charter of the 10 April 1606, thereby applied to Bermudians:

Alsoe wee doe, for us, our heires and successors, declare by theise presentes that all and everie the parsons being our subjects which shall dwell and inhabit within everie or anie of the saide severall Colonies and plantacions and everie of theire children which shall happen to be borne within the limitts and precincts of the said severall Colonies and plantacions shall have and enjoy all liberties, franchises and immunites within anie of our other dominions to all intents and purposes as if they had been abiding and borne within this our realme of Englande or anie other of our saide dominions.

These rights were confirmed in the royal charter granted to the London Company's spin-off, the Company of the City of London for the Plantacion of The Somers Isles, in 1615 on Bermuda being separated from Virginia:

And wee doe for vs our heires and successors declare by these Pnts, that all and euery persons being our subjects which shall goe and inhabite wthin the said Somer Ilandes and every of their children and posterity which shall happen to bee borne within the limits thereof shall haue and enjoy all libertyes franchesies and immunities of free denizens and natural subjectes within any of our dominions to all intents and purposes, as if they had beene abiding and borne wthin this our Kingdome of England or in any other of our Dominions

In regards to former CUKCs of Saint Helena, Lord Beaumont of Whitley in the House of Lords debate on the British Overseas Territories Bill on the 10 July 2001, stated:

Citizenship was granted irrevocably by Charles I. It was taken away, quite wrongly, by Parliament in surrender to the largely racist opposition to immigration at the time.

Some Conservative Party backbenchers stated that it was the unpublished intention of the Conservative British government to return to a single citizenship for the United Kingdom and all of the remaining territories once Hong Kong had been handed over to China. Whether this was so will never be known as by 1997 the Labour Party was in government. The Labour Party had declared prior to the election that the colonies had been ill-treated by the British Nationality Act 1981, and it had made a promise to return to a single citizenship for the United Kingdom and the remaining territories part of its election manifesto. Other matters took precedence, however, and this commitment was not acted upon during Labour's first term in government. The House of Lords, in which many former colonial governors sat, lost patience and tabled and passed its own bill, then handed it down to the House of Commons to confirm. As a result, the British dependent territories were renamed the British overseas territories in 2002 (the term dependent territory had caused much ire in the former colonies, such as well-heeled Bermuda that had been largely self-reliant and self-governed for nearly four centuries, as it implied not only that they were other than British, but that their relationship to Britain and to real British people was both inferior and parasitic).

At the same time, although Labour had promised a return to a single citizenship for the United Kingdom, Crown dependencies, and all remaining territories, British dependent territories citizenship, renamed British overseas territories citizenship, remained the default citizenship for the territories, other than the Falkland Islands and Gibraltar (for which British citizenship is still the default citizenship). The bars to residence and work in the United Kingdom that had been raised against holders of British dependent territories citizenship by The British Nationality Act 1981 were, however, removed, and British citizenship was made attainable by simply obtaining a second British passport with the citizenship recorded as British citizen (requiring a change to passport legislation as prior to 2002, it had been illegal to possess two British passports).

Prior to 2002, all British passports obtained in a British dependent territory were of a design modified from those issued in the United Kingdom, lacking the European Union name on the front cover, having the name of the specific territorial government noted on the front cover below "British passport", and having the request on the inside of the front cover normally issued by the secretary of state on behalf of the Queen instead issued by the governor of the territory on behalf of the Queen. Although this design made it easier for United Kingdom Border Control to distinguish a colonial from a 'real' British citizen, these passports were issued within the territory to the holder of any type of British citizenship with the appropriate citizenship stamped inside. The normal British passports issued in the United Kingdom and by British consulates in Commonwealth and foreign countries were similarly issued to holders of any type of British citizenship with the appropriate citizenship, or citizenships, stamped inside. From 2002, the thenceforth local governments of the British overseas territories in which British overseas territories citizenship was the default citizenship were no longer allowed to issue or replace any British passport except the type for their own territory only with British overseas territories citizen recorded inside (and a stamp from the local government showing the holder has legal status as a local (in Bermuda, by example, the stamp records "the holder is registered as a Bermudian"), as neither British dependent territories citizenship nor British overseas territories citizenship actually entitles the holder to any more rights in any territory than in the United Kingdom, simply serving to enable colonials to be distinguished from real British people for the benefit of United Kingdom Border Control.

Since 2002, only the United Kingdom Government has issued normal British passports with the citizenship stamped as British citizen. Since June 2016, only the Passport Office in the United Kingdom is permitted to issue any type of British passport. Local governments of territories can still accept passport applications, but must forward them to the Passport Office. This means that the territorial pattern of British passport is no longer available, with all passports issued since then being of the standard type issued in the United Kingdom, with the appropriate type of British citizenship recorded inside; a problem for Bermudians as they have always enjoyed freer entry into the United States than other British citizens, but the United States had updated its entry requirements (prior to the 2001 terrorist attacks on New York City and Washington, D.C., Bermudians did not need a passport to enter the US, and Americans did not need a passport to enter Bermuda. Since then, anyone entering the US, including US citizens, must present a passport) to specify that, in order to be admitted as a Bermudian the passport must be of the territorial type specific to Bermuda, with the country code inside being that used for Bermuda as distinct from other parts of the British Realm, with the citizenship stamped as British dependent territories citizenship or British overseas territories citizenship, and the stamp from Bermuda Immigration showing the holder has Bermudian status. From the point of view of Bermuda Immigration, only the stamp showing the holder has Bermudian status indicates the holder is Bermudian, and that can be entered into any type of British passport with any type of British citizenship recorded, so the United States requirements are more stringent than Bermuda's, and impossible to meet with any British passport issued to a Bermudian since the end of June 2016.

The eleven inhabited territories are self-governing to varying degrees and are reliant on the UK for foreign relations and defence. Most former British colonies and protectorates are among the 52 member states of the Commonwealth of Nations, a non-political, voluntary association of equal members, comprising a population of around 2.2 billion people. Fifteen Commonwealth realms, including Canada and several countries in the Caribbean, voluntarily continue to share the British monarch, King Charles III, as their head of state.

Vaccination

From Wikipedia, the free encyclopedia
Vaccinations
Girl about to be vaccinated in her upper arm

Vaccination is the administration of a vaccine to help the immune system develop immunity from a disease. Vaccines contain a microorganism or virus in a weakened, live or killed state, or proteins or toxins from the organism. In stimulating the body's adaptive immunity, they help prevent sickness from an infectious disease. When a sufficiently large percentage of a population has been vaccinated, herd immunity results. Herd immunity protects those who may be immunocompromised and cannot get a vaccine because even a weakened version would harm them. The effectiveness of vaccination has been widely studied and verified. Vaccination is the most effective method of preventing infectious diseases; widespread immunity due to vaccination is largely responsible for the worldwide eradication of smallpox and the elimination of diseases such as polio and tetanus from much of the world. According to the World Health Organization (WHO), vaccination prevents 3.5–5 million deaths per year. A WHO-funded study by The Lancet estimates that, during the 50-year period starting in 1974, vaccination prevented 154 million deaths, including 146 million among children under age 5. However, some diseases have seen rising cases due to relatively low vaccination rates attributable partly to vaccine hesitancy.

The first disease people tried to prevent by inoculation was most likely smallpox, with the first recorded use of variolation occurring in the 16th century in China. It was also the first disease for which a vaccine was produced. Although at least six people had used the same principles years earlier, the smallpox vaccine was invented in 1796 by English physician Edward Jenner. He was the first to publish evidence that it was effective and to provide advice on its production. Louis Pasteur furthered the concept through his work in microbiology. The immunization was called vaccination because it was derived from a virus affecting cows (Latin: vacca 'cow'). Smallpox was a contagious and deadly disease, causing the deaths of 20–60% of infected adults and over 80% of infected children. When smallpox was finally eradicated in 1979, it had already killed an estimated 300–500 million people in the 20th century.

Vaccination and immunization have a similar meaning in everyday language. This is distinct from inoculation, which uses unweakened live pathogens. Vaccination efforts have been met with some reluctance on scientific, ethical, political, medical safety, and religious grounds, although no major religions oppose vaccination, and some consider it an obligation due to the potential to save lives. In the United States, people may receive compensation for alleged injuries under the National Vaccine Injury Compensation Program. Early success brought widespread acceptance, and mass vaccination campaigns have greatly reduced the incidence of many diseases in numerous geographic regions. The Centers for Disease Control and Prevention lists vaccination as one of the ten great public health achievements of the 20th century in the U.S.

Mechanism of function

In Sweden, polio vaccination started in 1957.
A mobile medicine laboratory providing vaccinations against diseases spread by ticks
COVID-19 Vaccination Center of the Medical University of Gdańsk, Poland

Vaccines are a way of artificially activating the immune system to protect against infectious disease. The activation occurs through priming the immune system with an immunogen. Stimulating immune responses with an infectious agent is known as immunization. Vaccination includes various ways of administering immunogens.

Most vaccines are administered before a patient has contracted a disease to help increase future protection. However, some vaccines are administered after the patient already has contracted a disease. Vaccines given after exposure to smallpox are reported to offer some protection from disease or may reduce the severity of disease. The first rabies immunization was given by Louis Pasteur to a child after he was bitten by a rabid dog. Since its discovery, the rabies vaccine has been proven effective in preventing rabies in humans when administered several times over 14 days along with rabies immune globulin and wound care. Other examples include experimental AIDS, cancer and Alzheimer's disease vaccines. Such immunizations aim to trigger an immune response more rapidly and with less harm than natural infection.

Most vaccines are given by injection as they are not absorbed reliably through the intestines. Live attenuated polio, rotavirus, some typhoid, and some cholera vaccines are given orally to produce immunity in the bowel. While vaccination provides a lasting effect, it usually takes several weeks to develop. This differs from passive immunity (the transfer of antibodies, such as in breastfeeding), which has immediate effect.

A vaccine failure is when an organism contracts a disease in spite of being vaccinated against it. Primary vaccine failure occurs when an organism's immune system does not produce antibodies when first vaccinated. Vaccines can fail when several series are given and fail to produce an immune response. The term "vaccine failure" does not necessarily imply that the vaccine is defective. Most vaccine failures are simply due to individual variations in immune response.

Measles infection rate vs. vaccination rate, 1980–2011. Source: WHO

Vaccination versus inoculation

The term "inoculation" is often used interchangeably with "vaccination." However, while related, the terms are not synonymous. Vaccination is treatment of an individual with an attenuated (i.e. less virulent) pathogen or other immunogen, whereas inoculation, also called variolation in the context of smallpox prophylaxis, is treatment with unattenuated variola virus taken from a pustule or scab of a smallpox patient into the superficial layers of the skin, commonly the upper arm. Variolation was often done 'arm-to-arm' or, less effectively, 'scab-to-arm', and often caused the patient to become infected with smallpox, which in some cases resulted in severe disease.

Vaccinations began in the late 18th century with the work of Edward Jenner and the smallpox vaccine.

Preventing disease versus preventing infection

Some vaccines, like the smallpox vaccine, prevent infection. Their use results in sterilizing immunity and can help eradicate a disease if there is no animal reserve. Other vaccines, including those for COVID-19, help to (temporarily) lower the chance of severe disease for individuals, without necessarily reducing the probability of becoming infected.

Safety

Global smallpox cases from 1920 to 2010. Source: WHO

Vaccine development and approval

Just like any medication or procedure, no vaccine can be 100% safe or effective for everyone because each person's body can react differently. While minor side effects, such as soreness or low grade fever, are relatively common, serious side effects are very rare and occur in about 1 out of every 100,000 vaccinations and typically involve allergic reactions that can cause hives or difficulty breathing.

However, vaccines are the safest they ever have been in history and each vaccine undergoes rigorous clinical trials to ensure their safety and efficacy before approval by authorities such as the US Food and Drug Administration (FDA).

Prior to human testing, vaccines are tested on cell cultures and the results modelled to assess how they will interact with the immune system. During the next round of testing, researchers study vaccines in animals, including mice, rabbits, guinea pigs, and monkeys. Vaccines that pass each of these stages of testing are then approved by the public health safety authority (FDA in the United States) to start a three-phase series of human testing, advancing to higher phases only if they are deemed safe and effective at the previous phase. The people in these trials participate voluntarily and are required to prove they understand the purpose of the study and the potential risks.

During phase I trials, a vaccine is tested in a group of about 20 people with the primary goal of assessing the vaccine's safety. Phase II trials expand the testing to include 50 to several hundred people. During this stage, the vaccine's safety continues to be evaluated and researchers also gather data on the effectiveness and the ideal dose of the vaccine. Vaccines determined to be safe and efficacious then advance to phase III trials, which focuses on the efficacy of the vaccine in hundreds to thousands of volunteers. This phase can take several years to complete and researchers use this opportunity to compare the vaccinated volunteers to those who have not been vaccinated to highlight any true reactions to the vaccine that occur.

If a vaccine passes all of the phases of testing, the manufacturer can then apply for license of the vaccine through the relevant regulatory authorities such as the FDA in US. Before regulatory authorities approve use in the general public, they extensively review the results of the clinical trials, safety tests, purity tests, and manufacturing methods and establish that the manufacturer itself is up to government standards in many other areas.

After regulatory approval, the regulators continue to monitor the manufacturing protocols, batch purity, and the manufacturing facility itself. Additionally, vaccines also undergo phase IV trials, which monitor the safety and efficacy of vaccines in tens of thousands of people, or more, across many years.

Side effects

The Centers for Disease Control and Prevention (CDC) has compiled a list of vaccines and their possible side effects. The risk of side effects varies between vaccines.

Notable vaccine investigations

In 1976 in the United States, a mass swine flu vaccination programme was discontinued after 362 cases of Guillain–Barré syndrome among 45 million vaccinated people. William Foege of the CDC estimated that the incidence of Guillain-Barré was four times higher in vaccinated people than in those not receiving the swine flu vaccine.

Dengvaxia, the only approved vaccine for Dengue fever, was found to increase the risk of hospitalization for Dengue fever by 1.58 times in children of 9 years or younger, resulting in the suspension of a mass vaccination program in the Philippines in 2017.

Pandemrix – a vaccine for the H1N1 pandemic of 2009 given to around 31 million people – was found to have a higher level of adverse events than alternative vaccines resulting in legal action. In a response to the narcolepsy reports following immunization with Pandemrix, the CDC carried out a population-based study and found the FDA-approved 2009 H1N1 flu shots were not associated with an increased risk for the neurological disorder.

Ingredients

The ingredients of vaccines can vary greatly from one to the next and no two vaccines are the same. The CDC has compiled a list of vaccines and their ingredients that is readily accessible on their website.

Aluminium

Aluminium is an adjuvant ingredient in some vaccines. An adjuvant is a type of ingredient that is used to help the body's immune system create a stronger immune response after receiving the vaccination. Aluminium is in a salt form (the ionic version of an element) and is used in the following compounds: aluminium hydroxide, aluminium phosphate, and aluminium potassium sulfate. For a given element, the ion form has different properties from the elemental form. Although it is possible to have aluminium toxicity, aluminium salts have been used effectively and safely since the 1930s when they were first used with the diphtheria and tetanus vaccines. Although there is a small increase in the chance of having a local reaction to a vaccine with an aluminium salt (redness, soreness, and swelling), there is no increased risk of any serious reactions.

Mercury

Certain vaccines once contained a compound called thiomersal or thimerosal, which is an organic compound containing mercury. Organomercury is commonly found in two forms. The methylmercury cation (with one carbon atom) is found in mercury-contaminated fish and is the form that people might ingest in mercury-polluted areas (Minamata disease), whereas the ethylmercury cation (with two carbon atoms) is present in thimerosal, linked to thiosalicylate. Although both are organomercury compounds, they do not have the same chemical properties and interact with the human body differently. Ethylmercury is cleared from the body faster than methylmercury and is less likely to cause toxic effects.

Thimerosal was used as a preservative to prevent the growth of bacteria and fungi in vials that contain more than one dose of a vaccine. This helps reduce the risk of potential infections or serious illness that could occur from contamination of a vaccine vial. Although there was a small increase in risk of injection site redness and swelling with vaccines containing thimerosal, there was no increased risk of serious harm or autism. Even though evidence supports the safety and efficacy of thimerosal in vaccines, thimerosal was removed from childhood vaccines in the United States in 2001 as a precaution.

Monitoring

CDC Immunization Safety Office initiatives

Vaccine Adverse Event Reporting System (VAERS) |Food and Drug Administration (FDA) Center for Biologics Evaluation and Research (CBER) |Immunization Action Coalition (IAC)

Vaccine Safety Datalink (VSD) |Health Resources and Service Administration (HRSA) |Institute for Safe Medication Practices (ISMP)

Clinical Immunization Safety Assessment (CISA) Project National Institutes of Health (NIH)

National Vaccine Program Office (NVPO)

The administration protocols, efficacy, and adverse events of vaccines are monitored by organizations of the US federal government, including the CDC and FDA, and independent agencies are constantly re-evaluating vaccine practices. As with all medications, vaccine use is determined by public health research, surveillance, and reporting to governments and the public.

Usage

Share of children who received key vaccines in 2016
Global vaccination coverage among one year olds (1980–2019)

The World Health Organization (WHO) has estimated that vaccination prevents 3.5–5 million deaths per year, and up to 1.5 million children die each year due to diseases that could have been prevented by vaccination. They estimate that 29% of deaths of children under five-years-old in 2013 were vaccine preventable. In other developing parts of the world, they are faced with the challenge of having a decreased availability of resources and vaccinations. Countries such as those in Sub-Saharan Africa cannot afford to provide the full range of childhood vaccinations.

In 2024, a WHO/UNICEF report found “the number of children who received three doses of the vaccine against diphtheria, tetanus and pertussis (DTP) in 2023 – a key marker for global immunization coverage – stalled at 84% (108 million). However, the number of children who did not receive a single dose of the vaccine increased from 13.9 million in 2022 to 14.5 million in 2023. More than half of unvaccinated children live in the 31 countries with fragile, conflict-affected and vulnerable settings.”

United States

Vaccines have led to major decreases in the prevalence of infectious diseases in the United States. In 2007, studies regarding the effectiveness of vaccines on mortality or morbidity rates of those exposed to various diseases found almost 100% decreases in death rates, and about a 90% decrease in exposure rates. Vaccination adoption is reduced among some populations, such as those with low incomes, people with limited access to health care, and members of certain racial and ethnic minorities. Distrust of health-care providers, language barriers, and misleading or false information also contribute to lower adoption, as does anti-vaccine activism.

Most government and private health insurance plans cover recommended vaccines at no charge when received by providers in their networks. The federal Vaccines for Children Program and the Social Security Act are among the major sources of financial support for vaccination of those in lower-income groups.

The Centers for Disease Control and Prevention (CDC) publishes uniform national vaccine recommendations and immunization schedules, although state and local governments, as well as nongovernmental organizations, may have their own policies.

History

An 1802 testimonial to the efficacy of vaccination, presented to its pioneer, Edward Jenner, and signed by 112 members of the Physical Society, London

Before the first vaccinations, in the sense of using cowpox to inoculate people against smallpox, people have been inoculated in China and elsewhere, before being copied in the west, by using smallpox, called variolation. The earliest hints of the practice of variolation for smallpox in China come during the 10th century. The Chinese also practiced the oldest documented use of variolation, which comes from Wan Quan's (1499–1582) Douzhen Xinfa (痘疹心法) of 1549. They implemented a method of "nasal insufflation" administered by blowing powdered smallpox material, usually scabs, up the nostrils. Various insufflation techniques have been recorded throughout the sixteenth and seventeenth centuries within China. Two reports on the Chinese practice of inoculation were received by the Royal Society in London in 1700; one by Martin Lister who received a report by an employee of the East India Company stationed in China and another by Clopton Havers. In France, Voltaire reports that the Chinese have practiced variolation "these hundred years".

In 1796, Edward Jenner, a doctor in Berkeley in Gloucestershire, England, tested a common theory that a person who had contracted cowpox would be immune from smallpox. To test the theory, he took cowpox vesicles from a milkmaid named Sarah Nelmes with which he infected an eight-year-old boy named James Phipps, and two months later he inoculated the boy with smallpox, and smallpox did not develop. In 1798, Jenner published An Inquiry Into the Causes and Effects of the Variolæ Vaccinæ which created widespread interest. He distinguished 'true' and 'spurious' cowpox (which did not give the desired effect) and developed an "arm-to-arm" method of propagating the vaccine from the vaccinated individual's pustule. Early attempts at confirmation were confounded by contamination with smallpox, but despite controversy within the medical profession and religious opposition to the use of animal material, by 1801 his report was translated into six languages and over 100,000 people were vaccinated. The term vaccination was coined in 1800 by the surgeon Richard Dunning in his text Some observations on vaccination.

Queens of Mysore: left, king Krishnaraja Wadiyar III's first wife, Devajammani, right, the king's second wife, also named Devajammani, center: Lakshmi Ammani, the king's grandmother. Thomas Hickey, 1805. The two queens in the painting are thought to advertise vaccination over variolation, as they display the respective traces on their skin: discoloration around the nose and mouth (left, variolation), or a small hidden scar (right, vaccination).

In 1802, the Scottish physician Helenus Scott vaccinated dozens of children in Bombay against smallpox using Jenner's cowpox vaccine. In the same year Scott penned a letter to the editor in the Bombay Courier, declaring that "We have it now in our power to communicate the benefits of this important discovery to every part of India, perhaps to China and the whole eastern world". Subsequently, vaccination became firmly established in British India. A vaccination campaign was started in the new British colony of Ceylon in 1803. By 1807 the British had vaccinated more than a million Indians and Sri Lankans against smallpox. Also in 1803 the Spanish Balmis Expedition launched the first transcontinental effort to vaccinate people against smallpox. Following a smallpox epidemic in 1816 the Kingdom of Nepal ordered smallpox vaccine and requested the English veterinarian William Moorcroft to help in launching a vaccination campaign. In the same year a law was passed in Sweden to require the vaccination of children against smallpox by the age of two. Prussia briefly introduced compulsory vaccination in 1810 and again in the 1920s, but decided against a compulsory vaccination law in 1829. A law on compulsory smallpox vaccination was introduced in the Province of Hanover in the 1820s. In 1826, in Kragujevac, future prince Mihailo of Serbia was the first person to be vaccinated against smallpox in the principality of Serbia. Following a smallpox epidemic in 1837 that caused 40,000 deaths, the British government initiated a concentrated vaccination policy, starting with the Vaccination Act of 1840, which provided for universal vaccination and prohibited variolation. The Vaccination Act 1853 introduced compulsory smallpox vaccination in England and Wales. The law followed a severe outbreak of smallpox in 1851 and 1852. It provided that the poor law authorities would continue to dispense vaccination to all free of charge, but that records were to be kept on vaccinated children by the network of births registrars. It was accepted at the time, that voluntary vaccination had not reduced smallpox mortality, but the Vaccination Act 1853 was so badly implemented that it had little impact on the number of children vaccinated in England and Wales.

A 1979 poster from Lagos, Nigeria, to promote the worldwide eradication of smallpox

The U.S. Supreme Court upheld compulsory vaccination laws in the 1905 landmark case Jacobson v. Massachusetts, ruling that laws could require vaccination to protect the public from dangerous communicable diseases. However, in practice the U.S. had the lowest rate of vaccination among industrialized nations in the early 20th century. Compulsory vaccination laws began to be enforced in the U.S. after World War II. In 1959, the WHO called for the eradication of smallpox worldwide, as smallpox was still endemic in 33 countries. In the 1960s six to eight children died each year in the U.S. from vaccination-related complications. According to the WHO there were in 1966 about 100 million cases of smallpox worldwide, causing an estimated two million deaths. In the 1970s there was such a small risk of contracting smallpox that the U.S. Public Health Service recommended for routine smallpox vaccination to be ended. By 1974 the WHO smallpox vaccination program had confined smallpox to parts of Pakistan, India, Bangladesh, Ethiopia and Somalia. In 1977 the WHO recorded the last case of smallpox infection acquired outside a laboratory in Somalia. In 1980 the WHO officially declared the world free of smallpox.

In 1974 the WHO adopted the goal of universal vaccination by 1990 to protect children against six preventable infectious diseases: measles, poliomyelitis, diphtheria, whooping cough, tetanus, and tuberculosis. In the 1980s only 20 to 40% of children in developing countries were vaccinated against these six diseases. In wealthy nations the number of measles cases had dropped dramatically after the introduction of the measles vaccine in 1963. WHO figures demonstrate that in many countries a decline in measles vaccination leads to a resurgence in measles cases. Measles are so contagious that public health experts believe a vaccination rate of 100% is needed to control the disease. Despite decades of mass vaccination polio remains a threat in India, Nigeria, Somalia, Niger, Afghanistan, Bangladesh and Indonesia. By 2006 global health experts concluded that the eradication of polio was only possible if the supply of drinking water and sanitation facilities were improved in slums. The deployment of a combined DPT vaccine against diphtheria, pertussis (whooping cough), and tetanus in the 1950s was considered a major advancement for public health. But in the course of vaccination campaigns that spanned decades, DPT vaccines became associated with large number of cases with side effects. Despite improved DPT vaccines coming onto the market in the 1990s DPT vaccines became the focus of anti-vaccination campaigns in wealthy nations. As immunization rates fell outbreaks of pertussis increased in many countries.

In 2000, the Global Alliance for Vaccines and Immunization was established to strengthen routine vaccinations and introduce new and underused vaccines in countries with a per capita GDP of under US$1000.

UNICEF has reported on the extent to which children missed out on vaccinations from 2020 onwards due to the COVID-19 pandemic. By summer 2023, the organisation described vaccination programs as getting "back on track".

Vaccination policy

Vaccination rate by US state, including exemptions allowed by state in 2017

To eliminate the risk of outbreaks of some diseases, at various times governments and other institutions have employed policies requiring vaccination for all people. For example, an 1853 law required universal vaccination against smallpox in England and Wales, with fines levied on people who did not comply. Common contemporary U.S. vaccination policies require that children receive recommended vaccinations before entering public school.

Beginning with early vaccination in the nineteenth century, these policies were resisted by a variety of groups, collectively called antivaccinationists, who object on scientific, ethical, political, medical safety, religious, and other grounds. Common objections are that vaccinations do not work, that compulsory vaccination constitutes excessive government intervention in personal matters, or that the proposed vaccinations are not sufficiently safe. Many modern vaccination policies allow exemptions for people who have compromised immune systems, allergies to the components used in vaccinations or strongly held objections.

In countries with limited financial resources, limited vaccination coverage results in greater morbidity and mortality due to infectious disease. More affluent countries are able to subsidize vaccinations for at-risk groups, resulting in more comprehensive and effective coverage. In Australia, for example, the Government subsidizes vaccinations for seniors and indigenous Australians.

Public Health Law Research, an independent US based organization, reported in 2009 that there is insufficient evidence to assess the effectiveness of requiring vaccinations as a condition for specified jobs as a means of reducing incidence of specific diseases among particularly vulnerable populations; that there is sufficient evidence supporting the effectiveness of requiring vaccinations as a condition for attending child care facilities and schools; and that there is strong evidence supporting the effectiveness of standing orders, which allow healthcare workers without prescription authority to administer vaccine as a public health intervention.

Fractional dose vaccination

Fractional dose vaccination reduces the dose of a vaccine to allow more individuals to be vaccinated with a given vaccine stock, trading societal benefit for individual protection. Based on the nonlinearity properties of many vaccines, it is effective in poverty diseases and promises benefits in pandemic waves, e.g. in COVID-19, when vaccine supply is limited.

Litigation

Allegations of vaccine injuries in recent decades have appeared in litigation in the U.S. Some families have won substantial awards from sympathetic juries, even though most public health officials have said that the claims of injuries were unfounded. In response, several vaccine makers stopped production, which the US government believed could be a threat to public health, so laws were passed to shield manufacturers from liabilities stemming from vaccine injury claims. The safety and side effects of multiple vaccines have been tested to uphold the viability of vaccines as a barrier against disease. The influenza vaccine was tested in controlled trials and proven to have negligible side effects equal to that of a placebo. Some concerns from families might have arisen from social beliefs and norms that cause them to mistrust or refuse vaccinations, contributing to this discrepancy in side effects that were unfounded.

Opposition

Global survey across 67 countries responding to the question: "Overall I think vaccines are safe". This image depicts the distribution of responses that replied "Strongly disagree" or "Tend to disagree" with the previous statement.

Opposition to vaccination, from a wide array of vaccine critics, has existed since the earliest vaccination campaigns. It is widely accepted that the benefits of preventing serious illness and death from infectious diseases greatly outweigh the risks of rare serious adverse effects following immunization. Some studies have claimed to show that current vaccine schedules increase infant mortality and hospitalization rates; those studies, however, are correlational in nature and therefore cannot demonstrate causal effects, and the studies have also been criticized for cherry picking the comparisons they report, for ignoring historical trends that support an opposing conclusion, and for counting vaccines in a manner that is "completely arbitrary and riddled with mistakes".

Various disputes have arisen over the morality, ethics, effectiveness, and safety of vaccination. Some vaccination critics say that vaccines are ineffective against disease or that vaccine safety studies are inadequate. Some religious groups do not allow vaccination, and some political groups oppose mandatory vaccination on the grounds of individual liberty. In response, concern has been raised that spreading unfounded information about the medical risks of vaccines increases rates of life-threatening infections, not only in the children whose parents refused vaccinations, but also in those who cannot be vaccinated due to age or immunodeficiency, who could contract infections from unvaccinated carriers (see herd immunity). Some parents believe vaccinations cause autism, although there is no scientific evidence to support this idea. In 2011, Andrew Wakefield, a leading proponent of the theory that MMR vaccine causes autism, was found to have been financially motivated to falsify research data and was subsequently stripped of his medical license. In the United States people who refuse vaccines for non-medical reasons have made up a large percentage of the cases of measles, and subsequent cases of permanent hearing loss and death caused by the disease.

Many parents do not vaccinate their children because they feel that diseases are no longer present due to vaccination. This is a false assumption, since diseases held in check by immunization programs can and do still return if immunization is dropped. These pathogens could possibly infect vaccinated people, due to the pathogen's ability to mutate when it is able to live in unvaccinated hosts.

Vaccination and autism

The notion of a connection between vaccines and autism originated in a 1998 paper published in The Lancet whose lead author was the physician Andrew Wakefield. His study concluded that eight of the 12 patients, ages 3 years to 10 years, developed behavioral symptoms consistent with autism following the MMR vaccine (an immunization against measles, mumps, and rubella). The article was widely criticized for lack of scientific rigor and it was proven that Wakefield falsified data in the article. In 2004, 10 of the original 12 co-authors (not including Wakefield) published a retraction of the article and stated the following: "We wish to make it clear that in this paper no causal link was established between MMR vaccine and autism as the data were insufficient." In 2010, The Lancet officially retracted the article, stating that several elements of the article were incorrect, including falsified data and protocols. The article has sparked a much greater anti-vaccination movement, particularly in the United States, and even though the article was shown to be fraudulent and was heavily retracted, one in four parents still believe that vaccines can cause autism.

To date, all validated and definitive studies have shown that there is no correlation between vaccines and autism. One of the studies published in 2015 confirms there is no link between autism and the MMR vaccine. Infants were given a health plan, that included an MMR vaccine, and were continuously studied until they reached five years old. There was no link between the vaccine and children who had a normally developed sibling or a sibling that had autism making them a higher risk for developing autism themselves.

It can be difficult to correct the memory of humans when wrong information is received prior to correct information. Even though there is much evidence to go against the Wakefield study and retractions were published by most of the co-authors, many people continue to believe and base decisions on the study as it still lingers in their memory. Studies and research are being conducted to determine effective ways to correct misinformation in the public memory.

Routes of administration

A vaccine administration may be oral, by injection (intramuscular, intradermal, subcutaneous), by puncture, transdermal or intranasal. Several recent clinical trials have aimed to deliver the vaccines via mucosal surfaces to be up-taken by the common mucosal immunity system, thus avoiding the need for injections.

Economics of vaccination

Health is often used as one of the metrics for determining the economic prosperity of a country. This is because healthier individuals are generally better suited to contributing to the economic development of a country than the sick. There are many reasons for this. For instance, a person who is vaccinated for influenza not only protects themselves from the risk of influenza, but simultaneously also prevents themselves from infecting those around them. This leads to a healthier society, which allows individuals to be more economically productive. Children are consequently able to attend school more often and have been shown to do better academically. Similarly, adults are able to work more often, more efficiently, and more effectively.

Costs and benefits

On the whole, vaccinations induce a net benefit to society. Vaccines are often noted for their high Return on investment (ROI) values, especially when considering the long-term effects. Some vaccines have much higher ROI values than others. Studies have shown that the ratios of vaccination benefits to costs can differ substantially—from 27:1 for diphtheria/pertussis, to 13.5:1 for measles, 4.76:1 for varicella, and 0.68–1.1 : 1 for pneumococcal conjugate. Some governments choose to subsidize the costs of vaccines, due to some of the high ROI values attributed to vaccinations. The United States subsidizes over half of all vaccines for children, which costs between $400 and $600 each. Although most children do get vaccinated, the adult population of the US is still below the recommended immunization levels. Many factors can be attributed to this issue. Many adults who have other health conditions are unable to be safely immunized, whereas others opt not to be immunized for the sake of private financial benefits. Many Americans are underinsured, and, as such, are required to pay for vaccines out-of-pocket. Others are responsible for paying high deductibles and co-pays. Although vaccinations usually induce long-term economic benefits, many governments struggle to pay the high short-term costs associated with labor and production. Consequently, many countries neglect to provide such services.

According to a 2021 paper, vaccinations against haemophilus influenzae type b, hepatitis B, human papillomavirus, Japanese encephalitis, measles, neisseria meningitidis serogroup A, rotavirus, rubella, streptococcus pneumoniae, and yellow fever have prevented an estimated 50 million deaths from 2000 to 2019. The paper "represents the largest assessment of vaccine impact before COVID-19-related disruptions". According to a June 2022 study, COVID‑19 vaccinations prevented an additional 14.4 to 19.8 million deaths in 185 countries and territories from 8 December 2020 to 8 December 2021.

They estimated that it would cost between $2.8 billion and $3.7 billion to develop at least one vaccine for each of them. This should be set against the potential cost of an outbreak. The 2003 SARS outbreak in East Asia cost $54 billion.

Game theory uses utility functions to model costs and benefits, which may include financial and non-financial costs and benefits. In recent years, it has been argued that game theory can effectively be used to model vaccine uptake in societies. Researchers have used game theory for this purpose to analyse vaccination uptake in the context of diseases such as influenza and measles.

Absurdity

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