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For other uses, see Imperialism (disambiguation). group of people.[6] This is often through various forms of
Imperialism is a type of advocacy of empire. Its name “othering” (see other) based on racial, religious, or cul-
tural stereotypes. There are “formal” or “informal” im-
perialisms. “Formal imperialism” is defined as “physical
control or full-fledged colonial rule”.[6] “Informal impe-
rialism” is less direct; however, it is still a powerful form
of dominance.[6]
The definition of imperialism has not been finalized for
centuries and was confusedly seen to represent the poli-
cies of major powers, or simply, general-purpose aggres-
siveness. Further on, some writers used the term imperi-
alism, in slightly more discriminating fashion, to mean
all kinds of domination or control by a group of peo-
ple over another. To clear out this confusion about the
definition of imperialism one could speak of “formal”
and “informal” imperialism, the first meaning physical
control or “full-fledged colonial rule” while the second
implied less direct rule though still containing perceiv-
able kinds of dominance.[6] Informal rule is generally
less costly than taking over territories formally. This is
because, with informal rule, the control is spread more
subtly through technological superiority, enforcing land
officials into large debts that cannot be repaid, owner-
ship of private industries thus expanding the controlled
area, or having countries agree to uneven trade agree-
ments forcefully.[7]
Cecil Rhodes and the Cape-Cairo railway project. Rhodes It is mostly accepted that modern-day colonialism is an
founded the De Beers Mining Company, owned the British Southexpression of imperialism and cannot exist without the
Africa Company and had his name given to what became the
latter. The extent to which “informal” imperialism with
state of Rhodesia. He liked to “paint the map British red” and
no formal colonies is properly described remains a con-
declared: “all of these stars ... these vast worlds that remain out
of reach. If I could, I would annex other planets”.[1] troversial topic among historians.[8] Both colonization
and imperialism have been described by Tom Nairn and
originated from the Latin word "imperium", which means Paul James as early forms of globalization:
to rule over large territories. Imperialism is “a policy of
extending a country’s power and influence through col- Even if a particular empire does not have a
onization, use of military force, or other means”.[2][3] It “global reach” as we would define it today, em-
has also allowed for the rapid spread of technologies and pires by their nature still tend to contribute to
ideas. The term imperialism has been applied to West- processes of globalization because of the way
ern (and Japanese) political and economic dominance es- that imperial power tends to generate counter-
pecially in Asia and Africa in the 19th and 20th cen- power at its edge-lands and send out reverber-
turies. Its precise meaning continues to be debated by ations far beyond the territories of their imme-
scholars. Some writers, such as Edward Said, use the diate control.[9]
term more broadly to describe any system of domination
and subordination organised with an imperial center and The word imperialism became common in Great Britain
a periphery.[4] during the 1870s and was used with a negative
Imperialism is defined as “A policy of extending a coun- connotation.[10] In Britain, the word had until then mostly
try’s power and influence through diplomacy or military been used to refer to the politics of Napoleon III in ob-
force.”[5] Imperialism is particularly focused on the con- taining favorable public opinion in France through foreign
trol that one group, often a state power, has on another military interventions.[10]
1
2 2 JUSTIFICATION
2 Justification
A controversial aspect of imperialism is the defense and
Territories that were once part of the British Empire. justification of empire-building based on seemingly ratio-
nal grounds. J. A. Hobson identifies this justification on
The term “imperialism” is often conflated with general grounds as: “It is desirable that the earth should
"colonialism", however many scholars have argued be peopled, governed, and developed, as far as possi-
that each have their own distinct definition. Imperialism ble, by the races which can do this work best, i.e. by
and colonialism have been used in order to describe one’s the races of highest 'social efficiency'".[21] Many others
superiority, domination and influence upon a person argued that imperialism is justified for several different
or group of people. Robert Young writes that while reasons. Friedrich Ratzel believed that in order for a state
imperialism operates from the center, is a state policy to survive, imperialism was needed. Halford Mackinder
and is developed for ideological as well as financial felt that Great Britain needed to be one of the greatest
reasons, colonialism is simply the development for imperialists and therefore justified imperialism.[22] The
2.2 Cartography 3
purportedly scientific nature of "Social Darwinism" and a Orientalism, as theorized by Edward Said, refers to
theory of races formed a supposedly rational justification how the West developed an imaginative geography of
for imperialism. The rhetoric of colonizers being racially the East.[31] This imaginative geography relies on an
superior appears to have achieved its purpose, for exam- essentializing discourse that represents neither the di-
ple throughout Latin America “whiteness” is still prized versity nor the social reality of the East.[32] Rather, by
today and various forms of blanqueamiento (whitening) essentializing the East, this discourse uses the idea of
are common. place-based identities to create difference and distance
The Royal Geographical Society of London and other ge- between “we” the West and “them” the East, or “here” in
the West and “there” in the East.[33] This difference was
ographical societies in Europe had great influence and
were able to fund travelers who would come back with particularly apparent in textual and visual works of early
European studies of the Orient that positioned the East
tales of their discoveries.[23] These societies also served as
a space for travellers to share these stories.[23] Political ge- as irrational and backward in opposition to the rational
and progressive West.[30][34] Defining the East as a nega-
ographers such as Friedrich Ratzel of Germany and Hal-
ford Mackinder of Britain also supported imperialism.[24] tive vision of itself, as its inferior, not only increased the
West’s sense of self, but also was a way of ordering the
Ratzel believed expansion was necessary for a state’s sur-
vival while Mackinder supported Britain’s imperial ex- East and making it known to the West so that it could be
pansion; these two arguments dominated the discipline dominated and controlled.[35][36] The discourse of Orien-
for decades.[25] talism therefore served as an ideological justification of
early Western imperialism, as it formed a body of knowl-
Geographical theories such as environmental determin- edge and ideas that rationalized social, cultural, political,
ism also suggested that tropical environments created un- and economic control of other territories.[33][37]
civilized people in need of European guidance.[23] For
instance, American geographer Ellen Churchill Semple
argued that even though human beings originated in the
tropics they were only able to become fully human in the
temperate zone.[26] Tropicality can be paralleled with Ed-
ward Said’s Orientalism as the west’s construction of the
east as the “other”.[27] According to Siad, orientalism al- 2.2 Cartography
lowed Europe to establish itself as the superior and the
norm, which justified its dominance over the essential-
See also: Cartographic propaganda
ized Orient.[28]
Technology and economic efficiency were often im-
One of the main tools used by imperialists was cartog-
proved in territories subjected to imperialism through the
raphy. Cartography is “the art, science and technology
building of roads, other infrastructure and introduction of
of making maps”[38] but this definition is problematic.
new technologies.
It implies that maps are objective representations of the
The principles of imperialism are often generalizable to world when in reality they serve very political means.[38]
the policies and practices of the British Empire “during For Harley, maps serve as an example of Foucault’s power
the last generation, and proceeds rather by diagnosis than and knowledge concept.
by historical description”.[29] British imperialism often
To better illustrate this idea, Bassett focuses his anal-
used the concept of Terra nullius (Latin expression which
ysis of the role of nineteenth-century maps during the
stems from Roman law meaning 'empty land'). The coun-
"scramble for Africa".[39] He states that maps “con-
try of Australia serves as a case study in relation to British
tributed to empire by promoting, assisting, and legitimiz-
settlement and colonial rule of the continent in the eigh-
ing the extension of French and British power into West
teenth century, as it was premised on terra nullius, and
Africa”.[39] During his analysis of nineteenth-century car-
its settlers considered it unused by its sparse Aboriginal
tographic techniques, he highlights the use of blank space
inhabitants.
to denote unknown or unexplored territory.[39] This pro-
vided incentives for imperial and colonial powers to ob-
tain “information to fill in blank spaces on contemporary
2.1 Imaginative Geographies and Orien- maps”.[39]
talism Although cartographic processes advanced through im-
perialism, further analysis of their progress reveals
Imperial control, both territorial and non-territorial, is many biases linked to eurocentrism. According to
justified through discourses that shape our understanding Bassett, "[n]ineteenth-century explorers commonly re-
of different spaces.[30] The concept of imaginative ge- quested Africans to sketch maps of unknown areas on the
ographies explains how this understanding is limited by ground. Many of those maps were highly regarded for
our attitudes and ideas which work to obscure the reality their accuracy”[39] but were not printed in Europe unless
of these spaces.[30] Europeans verified them.
4 3 HISTORY
in social and cultural circles, i.e. its soft power, such that
it changes the moral, cultural and societal worldview of
another. This is more than just “foreign” music, televi-
sion or film becoming popular with young people, but that
popular culture changing their own expectations of life
and their desire for their own country to become more
like the foreign country depicted. For example, depic-
tions of opulent American lifestyles in the soap opera
Dallas during the Cold War changed the expectations of
Romanians; a more recent example is the influence of
smuggled South Korean drama series in North Korea.
The importance of soft power is not lost on authoritar-
ian regimes, fighting such influence with bans on foreign
popular culture, control of the internet and unauthorised
satellite dishes etc. Nor is such a usage of culture recent,
as part of Roman imperialism local elites would be ex-
posed to the benefits and luxuries of Roman culture and
lifestyle, with the aim that they would then become will-
ing participants.
Imperialism has been subject to moral or immoral cen-
sure by its critics, and thus the term is frequently used in
international propaganda as a pejorative for expansionist
and aggressive foreign policy.[40]
In his writings Lenin portrayed Imperialism as the clo- scholars believed that Northern Europe and the Mid-
sure of the world market and the end of capitalist free- Atlantic temperate climate produced a hard-working,
competiton that arose from need for capitalist economies moral, and upstanding human being. Alternatively, tropi-
to constantly expand investment, material resources and cal climates yielded lazy attitudes, sexual promiscuity, ex-
manpower in such a way that necessitated colonial ex- otic culture, and moral degeneracy. The people of these
pansion. This conception of imperialism as a structural climates were believed to be in need of guidance and in-
feature of capitalism is echoed by later Marxist theoreti- tervention from the European empire to aid in the gov-
cians. Many theoreticians on the left have followed in erning of a more evolved social structure; they were seen
emphasizing the structural or systemic character of “im- as incapable of such a feat.[46] Similarly, orientalism is a
perialism”. Such writers have expanded the time period view of a people based on their geographical location.[53]
associated with the term so that it now designates neither
a policy, nor a short space of decades in the late 19th cen-
tury, but a world system extending over a period of cen- 6 Imperialism by country
turies, often going back to Christopher Columbus and, in
some accounts, to the Crusades. As the application of the
term has expanded, its meaning has shifted along five dis- 6.1 Britain
tinct but often parallel axes: the moral, the economic, the
systemic, the cultural, and the temporal. Those changes Main articles: Historiography of the British Empire and
reflect - among other shifts in sensibility - a growing un- British Empire
ease, even squeamishness, with the fact of power, specif- Britain’s imperialist ambitions can be seen as early as the
ically, Western power.[49][50]
The correlation between capitalism, aristocracy, and
imperialism has long been debated among historians
and political theorists. Much of the debate was pi-
oneered by such theorists as J. A. Hobson (1858–
1940), Joseph Schumpeter (1883–1950), Thorstein Ve-
blen (1857–1929), and Norman Angell (1872–1967).
While these non-Marxist writers were at their most pro-
lific before World War I, they remained active in the in-
terwar years. Their combined work informed the study
of imperialism and it’s impact on Europe, as well as con-
tributed to reflections on the rise of the military-political
complex in the United States from the 1950s. Hobson
argued that domestic social reforms could cure the in- The end result of the Boer Wars was the annexation of the Boer
ternational disease of imperialism by removing its eco- Republics to the British Empire in 1902
nomic foundation. Hobson theorized that state interven-
tion through taxation could boost broader consumption, sixteenth century. In 1599 the British East India Com-
create wealth, and encourage a peaceful, tolerant, multi- pany was established and was chartered by Queen Eliz-
polar world order.[51][52] abeth in the following year.[54] With the establishment
of trading posts in India, the British were able to main-
tain strength relative to others empires such as the Por-
tuguese who already had set up trading posts in India.[54]
5 Environmental determinism In 1767 political activity caused exploitation of the East
India Company causing the plundering of the local econ-
The concept environmental determinism served as a omy, almost bringing the company into bankruptcy.[55]
moral justification for domination of certain territories By the year 1670 Britain imperialist ambitions were well
and peoples. It was believed that a certain person’s be- off as she had colonies in Virginia, Bermudas, Honduras,
haviours were determined by the environment in which Antigua, Barbados, Jamaica and Nova Scotia.[55]
they lived and thus validated their domination. For ex- Due to the vast imperialist ambitions of European coun-
ample, people living in tropical environments were seen tries, Britain had several clashes with France. This com-
as “less civilized” therefore justifying colonial control as petition was evident in the colonization of what is now
a civilizing mission. Across the three waves of European known as Canada. John Cabot claimed Newfoundland for
colonialism (first in the Americas, second in Asia and the British while the French established colonies along the
lastly in Africa), environmental determinism was used to St. Lawrence River and claiming it as “New France”.[56]
categorically place indigenous people in a racial hierar- Britain continued to expand by colonizing countries such
chy. This takes two forms, orientalism and tropicality. as New Zealand and Australia both of which were not
According to geographic scholars under colonizing em- empty land as they had their own locals and cultures.[57]
pires, the world could be split into climatic zones. These Britain’s nationalistic movements were evident with the
6.2 France 7
creation of the common wealth countries where there was and elsewhere. Canada, Australia, and New Zealand be-
a shared nature of national identity.[58] came self-governing dominions.[69][70]
The First British Empire was based on mercantilism, and A resurgence came in the late 19th century with the
involved colonies and holdings primarily in North Amer- Scramble for Africa and major additions in Asia and the
ica, the Caribbean, and India. Its growth was reversed Middle East. The British spirit of imperialism was ex-
by the loss of the American colonies in 1776. Britain pressed by Joseph Chamberlain and Lord Rosebury, and
made compensating gains in India, Australia, and in con- implemented in Africa by Cecil Rhodes. The pseudo-
structing an informal economic empire through control sciences of Social Darwinism and theories of race formed
of trade and finance in Latin America after the indepen- an ideological underpinning during this time. Other influ-
dence of Spanish and Portuguese colonies about 1820.[59] ential spokesmen included Lord Cromer, Lord Curzon,
By the 1840s, Britain had adopted a highly successful General Kitchner, Lord Milner, and the writer Rudyard
policy of free trade that gave it dominance in the trade Kipling.[71] The British Empire was the largest Empire
of much of the world.[60] After losing its first Empire to that the world has ever seen both in terms of landmass and
the Americans, Britain then turned its attention towards population. Its power, both military and economic, re-
Asia, Africa, and the Pacific. Following the defeat of mained unmatched. After the First Boer War, the South
Napoleonic France in 1815, Britain enjoyed a century African Republic and Orange Free State were recognized
of almost unchallenged dominance and expanded its im- by Britain but eventually re-annexed after the Second
perial holdings around the globe. Unchallenged at sea, Boer War.
British dominance was later described as Pax Britannica British imperialism continued after World War II. Some
(“British Peace”), a period of relative peace in Europe notable examples of post-war British interventions are
and the world (1815–1914) during which the British Em- Britain’s involvement in the Iranian coup d'état of 1953
pire became the global hegemon and adopted the role of and in Egypt during the Suez Crisis in 1956.
global policeman.[61][62][63][64]
6.2 France
Smoke rises from oil tanks beside the Suez Canal hit during the
initial Anglo-French assault on Egypt, 5 November 1956
which time most of it had been lost, and the “Second colo- 6.3 Germany
nial empire”, which began with the conquest of Algiers in
1830 and came for the most part to an end with the grant- Main articles: Holy Roman Empire, List of former
ing of independence to Algeria in 1962.[72] The French German colonies, and German colonial empire
history was marked by numerous wars, large and small,
and also by significant help to France itself from the colo-
From their original homelands in Scandinavia and north-
nials in the world wars.[73]
ern Europe, Germanic tribes expanded throughout north-
During the 16th century, the French colonization of the ern and western Europe in the middle period of classical
Americas began with the creation of New France. It was antiquity; southern Europe in late antiquity, conquering
followed by the establishment of trading posts in Asia and Celtic and other peoples; and by 800 CE, forming the
Africa in the 17th century. Holy Roman Empire, the first German Empire. However,
In the 19th and 20th centuries, it was the second-largest there was no real systemic continuity from the Western
colonial empire in the world behind the British Empire, Roman Empire to its German successor which was fa-
extending over 12,347,000 km2 (4,767,000 sq. miles) mously described as “not holy, not Roman, and not an
at its height in the 1920s and 1930s. France controlled empire”,[79] as a great number of small states and princi-
nearly 1/10th of the Earth’s land area, with a population palities existed in the loosely autonomous confederation.
of 110 million people on the eve of World War II (5% of Although by 1000 CE, the Germanic conquest of cen-
the world’s population at the time).[74] tral, western, and southern Europe (west of and including
Italy) was complete, excluding only Muslim Iberia. There
France took control of Algeria in 1830 but began in was, however, little cultural integration or national iden-
earnest to rebuild its worldwide empire after 1850, con- tity, and “Germany” remained largely a conceptual term
centrating chiefly in North and West Africa, as well as referring to an amorphous area of central Europe.
South-East Asia, with other conquests in Central and East
Africa, as well as the South Pacific. Republicans, at first
hostile to empire, only became supportive when Germany
started to build her own colonial empire. As it developed,
the new empire took on roles of trade with France, sup-
plying raw materials and purchasing manufactured items,
as well as lending prestige to the motherland and spread-
ing French civilization and language as well as Catholi-
cism. It also provided crucial manpower in both World
Wars.[75]
German colonial empire.
It became a moral justification to lift the world up to
French standards by bringing Christianity and French cul-
Not a maritime power, and not a nation-state, as it would
ture. In 1884 the leading exponent of colonialism, Jules
eventually become, Germany’s participation in Western
Ferry declared France had a civilising mission: “The
imperialism was negligible until the late 19th century.
higher races have a right over the lower races, they have
The participation of Austria was primarily as a result of
a duty to civilize the inferior”.[76] Full citizenship rights –
Habsburg control of the First Empire, the Spanish throne,
‘’assimilation’’ – were offered, although in reality assim-
and other royal houses. After the defeat of Napoleon,
ilation was always on the distant horizon.[77] Contrast-
who caused the dissolution of that Holy Roman Empire,
ing from Britain, France sent small numbers of settlers
Prussia and the German states continued to stand aloof
to its colonies, with the only notable exception of Alge-
from imperialism, preferring to manipulate the European
ria, where French settlers nevertheless always remained a
system through the Concert of Europe. After Prussia uni-
small minority.
fied the other states into the second German Empire after
In World War II, Charles de Gaulle and the Free French the Franco-German War, its long-time Chancellor, Otto
used the overseas colonies as bases from which they von Bismarck (1862–90), long opposed colonial acqui-
fought to liberate France. However after 1945 anti- sitions, arguing that the burden of obtaining, maintain-
colonial movements began to challenge the Empire. ing, and defending such possessions would outweigh any
France fought and lost a bitter war in Vietnam in the potential benefits. He felt that colonies did not pay for
1950s. Whereas they won the war in Algeria, the French themselves, that the German bureaucratic system would
leader at the time, Charles de Gaulle, decided to grant not work well in the tropics and the diplomatic disputes
Algeria independence anyway in 1962. Its settlers and over colonies would distract Germany from its central in-
many local supporters relocated to France. Nearly all terest, Europe itself.[80]
of France’s colonies gained independence by 1960, but
However, in 1883–84 Germany began to build a colo-
France retained great financial and diplomatic influence.
nial empire in Africa and the South Pacific, before losing
It has repeatedly sent troops to assist its former colonies
interest in imperialism. Historians have debated exactly
in Africa in suppressing insurrections and coups d’état.[78]
why Germany made this sudden and short-lived move.[81]
6.6 Soviet Union 9
6.4 Japan
Main articles: Empire of Japan and List of territories oc-
cupied by Imperial Japan
During the First Sino-Japanese War in 1894, Japan ab-
Japanese march into Zhengyangmen of Beijing after capturing With Istanbul as its capital and control of lands around
the city in July 1937. the Mediterranean basin, the Ottoman Empire was at
the center of interactions between the Eastern and West-
sorbed Taiwan. As a result of the Russo-Japanese War ern worlds for six centuries. Following a long period of
in 1905, Japan took part of Sakhalin Island from Rus- military setbacks against European powers, the Ottoman
sia. Korea was annexed in 1910. During World War I, Empire gradually declined into the late nineteenth cen-
Japan took German-leased territories in China’s Shan- tury. The empire allied with Germany in the early 20th
dong Province, as well as the Mariana, Caroline, and century, with the imperial ambition of recovering its lost
Marshall Islands. In 1918, Japan occupied parts of far territories, but it dissolved in the aftermath of World War
eastern Russia and parts of eastern Siberia as a partic- I, leading to the emergence of the new state of Turkey in
ipant in the Siberian Intervention. In 1931 Japan con- the Ottoman Anatolian heartland, as well as the creation
quered Manchuria from China. During the Second Sino- of modern Balkan and Middle Eastern states, thus ending
Japanese War in 1937, Japan’s military invaded cen- Turkish colonial ambitions.
tral China and by the end of the Pacific War, Japan
had conquered much of the Far East, including Hong
Kong, Vietnam, Cambodia, Myanmar, the Philippines, 6.6 Soviet Union
Indonesia, part of New Guinea and some islands of the
Pacific Ocean. Japan also invaded Thailand, pressuring See also: Criticism of communist party rule and Soviet
the country into a Thai/Japanese alliance. Its colonial am- Empire
bitions were ended by the victory of the United States in By the 18th century, the Russian Empire extended its
the Second World War and the following treaties which control to the Pacific, forming a common border with the
remanded those territories to American administration or Qing Empire.
their original owners.[84][85][86] Bolshevik leaders had effectively reestablished a polity
with roughly the same extent as that empire by 1921,
however with an internationalist ideology: Lenin in par-
6.5 Ottoman Empire ticular asserted the right to limited self-determination for
national minorities within the new territory.[87] Beginning
Main articles: Ottoman Empire and Territorial evolution in 1923, the policy of “Indigenization” [korenizatsiia] was
of the Ottoman Empire intended to support non-Russians develop their national
cultures within a socialist framework. Never formally re-
The Ottoman Empire was an imperial state that lasted voked, it stopped being implemented after 1932. After
from 1299 to 1923. During the 16th and 17th centuries, World War II, the Soviet Union installed socialist regimes
10 6 IMPERIALISM BY COUNTRY
Wilson and the American delegation from the Paris Peace ism faced resistance, as external colonialism did, but the
Conference.[98] The point of this inquiry was to build a anti-colonial presence was far less prominent due to the
premise that would allow for U.S authorship of a 'new nearly complete dominance that the United States was
world' which was to be characterized by geographical able to assert over both indigenous peoples and African-
order.[98] As a result of his role in the inquiry, Isiah Bow- Americans.[102] In his lecture on April 16, 2003, Edward
man would come to be known as Wilson’s geographer. Said made a bold statement on modern imperialism in
Bowman’s role as the President geographer didn't change the United States, whom he described as using aggres-
as Wilson left office, as he would go one to later become sive means of attack towards the contemporary Orient,
Roosevelt’s geographer. At the end of WWII, Presi- “due to their backward living, lack of democracy and the
dent Roosevelt was greatly opposed to allowing European violation of women’s rights. The western world forgets
colonialism to be maintained. Both he and Isiah Bowman during this process of converting the other that enlighten-
felt that former European colonies would need to be in- ment and democracy are concepts that not all will agree
corporated into a US-led global economic order.[98] It can upon”.[103]
be said that “the United States’ antipathy to colonialism In 2015, the United States reportedly had nearly 800
in this period expressed at root a self-interested drive to
military bases in more than 70 countries around the
open new markets.” [98] Post WWII, The United States world.[104]
and the Soviet Union had similar interests in becoming
superpowers which would eventually create a global con-
flict - this led to what is known as the Cold War. After
the collapse of the Soviet Union, the United States did not 7 See also
diminish its global ability to project force and became a
“hyper-power”. A system of "Unipolarity" came to define • Colonialism
international politics, with the United States at the center.
• Postcolonialism
• Cultural imperialism
• Globalization
• Hegemony
• Imperium
[3] Mary Gallaher, et al. Key concepts in political geography [27] Arnold, David (2000). “Illusory Riches: Representations
(Sage, 2009). of the Tropical World, 1850-1940”. Singapore Journal of
Tropical Geography p.7.
[4] Edward W. Said. Culture and Imperialism. Vintage Pub-
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[11] Howe, 13
[35] Sharp, J. (2008). Geographies of Postcolonialism. Los
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