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Cox, K. (2021) Marxism and Human Geography
Cox, K. (2021) Marxism and Human Geography
Marxism and
Human Geography
KEVIN R. COX
Emeritus Distinguished University Professor, Department of
Geography, The Ohio State University, USA
Published by
Edward Elgar Publishing Limited
The Lypiatts
15 Lansdown Road
Cheltenham
Glos GL50 2JA
UK
Prefaceviii
PART I FOUNDATIONS
4 Surplus value 28
The origin of surplus value 28
Absolute surplus value 30
Relative surplus value 30
The distribution of surplus value 33
The value of labor power 34
v
vi ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
6 Capital’s development 47
Capital’s functional division of labor 49
The socialization of production 50
The increase in the ratio of fixed to circulating capital 52
The ‘three-sector’ model 53
New technologies and new products 55
Afterword135
Bibliography137
Index144
Preface
In any discussion of Marx and geography, one name looms large. David
Harvey’s contribution has been sine qua non. He is not only a geographer;
he is presently and widely regarded as the most celebrated Marxist theo-
viii
PREFACE ix
rist in the world. His influence will be clear throughout this book. Words
cannot express my gratitude for his pathbreaking work and insights.
There are others whose work has been important. Dick Peet, alongside
his own contributions to the literature, has been tireless in making sure
that Marxist geography had a publication outlet, first in Antipode, and
then more recently in Human Geography. I should also like to give special
recognition to the work of Ray Hudson, Erik Swyngedouw, Dick Walker,
Michael Watts and Michael Webber. Their work has been of inestimable
value to my own thinking.
PART I
Foundations
1 From historical
materialism to historical
geographical materialism
Marx is most celebrated for his work on capitalism and his theorizing of its
dynamics: most notably through the three volumes of Capital. This was,
though, part of a broader investigation which helps in making sense of that
master work: what is known as historical materialism. This is indeed ‘his-
torical’ in that it provides the tools for an interpretation of history. And it
is materialist. This latter, because Marx assigns causal primacy to people’s
relation with nature: a relation of production, involving the mobilization
of materials and forces that are natural in their origin, including the
ability of people to labor. Emphatically, though, it is a production that is
socially mediated, that occurs under definite social conditions. It is in this
context that, Marx urges us, we can, and should, understand the form of
the state, dominant forms of consciousness, family structures and other
aspects of social relations and not just the obvious direct social mediation
provided by various forms of property relation and the division of labor,
important as they are. It is this belief in the primacy of production, even
while socially mediated, that has led many critics to identify Marx as ‘an
economic determinist’ though in so doing they reveal the inadequacies
of their own understanding of Marx. Marx was neither a determinist,
nor did he see the economic as having any universal relevance since only
under capitalism did people differentiate in their consciousness – and as
a result of the social relations characteristic of capitalism – between the
economic and the political.
These are not easy ideas to assimilate. Let it be said for the time being
that Marx understood social life in terms of a unity; a unity between
individuals and others (as in the division of labor), between the individual
and nature (as in the labor process), between power and production (as
in the need for leadership in any labor process, given its social character).
2
FROM HISTORICAL MATERIALISM 3
‘Materialist’
Marx’s conception of the social world privileges the act of production.
Production is at the center of an understanding of society in all its aspects
and that means the labor process: the process through which people take
naturally occurring substances and mobilize naturally occurring forces,
like their own brain and muscle power or that of a running stream, to
convert them into things that are deemed useful. As he and Engels claim
in The German Ideology:
… life involves before everything else eating and drinking, a habitation, cloth-
ing and many other things. The first historical act is thus the production of the
means to satisfy these needs, the production of material life itself. And indeed
this is an historical act, a fundamental condition of all history, which today, as
thousands of years ago, must daily and hourly be fulfilled merely in order to
sustain human life. (1846/1978: 48)
There are two things that we should note right away here. First, produc-
tion is a relation to nature, both the nature around us and our own nature.
We appropriate naturally occurring substances to satisfy our needs for
food, shelter and the like. In that appropriation we draw on our own
naturally given capacities for developing an understanding of the world
around us, for our innate ability to develop modes of communication
with each other, and the articulation of mind and instrument of labor.
We intervene in our own nature, developing our skills; we develop. We
develop our physical capacities, our understanding of the world, and our
emotional responses, even while that development can be, and so far,
has been, one-sided and highly inegalitarian: an emphasis on our ability
to produce rather than on our social empathies, perhaps, and always in
4 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
an uneven manner. You need money to travel and become aware of the
world in all its diversity.
division of labor both within workplaces and between them, the use of
shared means of production, like the assembly line, property relations,
the role of the state and other institutions, and the world of ideas.
Historically, before capitalism, kinship relations and those of social
hierarchy would have been crucial.2
‘Historical’
We are talking about historical materialism. Society has a trajectory over
time. More than simply changing, society and the people comprising
it ‘develop’: as alluded to earlier, they develop in their material and
mental capacities. This development is premised, first and foremost,
on the increasing ability, through working together, to take care of the
reproduction of people: their physical and mental capabilities. Once the
growth of production becomes a social imperative, it is predicated on
an increasing division of labor, and development acquires a one-sided
nature. A person is a good carpenter but not good at much else. Through
its demands for the expenditure of ever more labor, capitalism accentu-
ates this one-sidedness, though to the extent that workers win a shorter
workday, a five-day week, and holidays, this can be ameliorated. After
time spent recuperating from labor, there may be time left over for free
personal development.
one’s own food, there was no need for a wage. From the fifteenth century
on, that would change. Feudal lords had had a right to a portion of the
peasant’s product but they now moved to overturn his hereditary rights
to access to land, to expel him, and convert his land into private property.
In short, a crucial condition for markets in land and labor power made
its appearance. In England, land would be rented out to the better-off
peasants who would then hire those who had been expelled from the land.
This separation is of major significance, as we will see, but there were
other, complementary, developments.
To the extent that peasants retained ownership of some land they might,
in an attempt to enhance their subsistence base, diversify into spinning
or weaving of wool. The raw materials would be delivered on credit by
someone who would later pay for the finished articles, allowing for credit
advanced, and then sell the finished product. To the extent that the small
household producer ran into difficulties and became indebted to the
merchant, then the spinning wheels and looms could be seized: another
stage in separating immediate producers from the means of production.
The machinery might then land up in one of the earlier factories, bringing
the dispossessed together, again courtesy of money wealth. Where that
money wealth was coming from was something else again. Merchants
and usurers had long existed but in Capital Volume 1, Marx argues that
the expansion of trading activity from the sixteenth century on was
also important: “The treasures captured outside Europe by undisguised
looting, enslavement and murder flowed back to the mother-country and
were turned into capital there” (1867/1976: 918). Briefly put, immediate
producers were separated from the means of production in a diversity of
ways – forcible expulsion, to pay a debt – and then brought together again
by those with the necessary money, including that looted from the emer-
gent colonies. In short, a diversity of conditions just happened to come
together in Western Europe at a particular time in a process that Marx
called ‘primitive accumulation.’
This is one explanation for the emergence of capital and the more con-
vincing one. The other derives from other tendencies in Marx’s thinking
of a more evolutionary sort. Instead of contingency, the focus is now on
the contradictions of the development process as it is has occurred over
8 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
In the social production of their existence, men inevitably enter into definite
relations, which are independent of their will, namely relations of production
appropriate to a given stage in the development of their material forces of
production. The totality of these relations of production constitutes the eco-
nomic structure of society … At a certain stage of development, the material
productive forces of society come into conflict with the existing relations of
production or – this merely expresses the same thing in legal terms – with the
property relations within the framework of which they have operated hitherto.
From forms of development of the productive forces these relations turn
into their fetters. Then begins an era of social revolution. The changes in the
economic foundation lead sooner or later to the transformation of the whole
immense superstructure.
The emphasis is on what he called the productive forces: the skills of the
worker, the division of labor, the means of production available – all that
affects the ability of the worker to produce; and the relations of produc-
tion, defined here as property relations. The claim is that the relations of
production facilitate the development of the productive forces, but only
up to a point, after which they enter into contradiction with them and
become, in Marx’s famous words ‘a fetter on their further development.’
Note, though, the sense here of an impulse to development that is frus-
trated and which seeks out some alternative set of social relations that will
allow it to be realized. This is highly controversial and certainly much
harder to verify than the emphasis on contingent circumstance.3 Still,
contradiction remains a very important concept in the Marxist armory.
Marx’s emphasis was on the historical and the way in which the social
process changed over time. Nevertheless, in expounding his analysis,
and significantly, he could not avoid reference to changing geographic
relations. In the last part of Capital Volume 1, on the coming into being
of capital through what he called ‘So-called primitive accumulation,’ he
shifts register from the more abstract materials preceding it, albeit ones
illustrated by empirical cases, to a more substantively historical account
where the geographic is clearly present. There is discussion of the devel-
opment of the home market as production in the countryside is revolu-
tionized, as domestic industry as an adjunct for some is destroyed, and
workers are regrouped in factories producing items for an increasingly
prosperous farming and landlord class. There is copious discussion of
the role of the colonies and the creation of wealth to be drawn on in the
home countries in bringing together the dispossessed with the means of
production; but also the problems of promoting capitalist development
in hitherto relatively empty countries like Australia, where there was an
immense amount of land that could be farmed for subsistence purposes,
and regardless of the plans of some to farm it along capitalist lines.
Partly the latter is natural, albeit always modified by people and not in
predictable ways.4 To produce under certain conditions, irrigation is
necessary and this can necessitate a particular regime of water rights and
institutions to enforce them. Coal mining can only take place where there
is coal, but its exploitation depends not just on subterranean rights but
on technologies of geological assessment, pumping, the raising of consid-
erable sums of money to sink the pit, the construction of housing for the
miners in areas where there might be very little, and lots more.
The need of a constantly expanding market for its products chases the bour-
geoisie over the entire surface of the globe. It must nestle everywhere, settle
everywhere, establish connections everywhere.
The bourgeoisie has through its exploitation of the world market given a cos-
mopolitan character to production and consumption in every country … it
has drawn from under the feet of industry the national ground on which it
stood … In place of the old local and national seclusion and self-sufficiency,
we have intercourse in every direction, universal inter-dependence of nations.
(1848/1998: 39)
Notes
1. This is a conception echoed in what Robert Brenner (1977) has termed
‘neo-Smithian Marxism.’
2. As, for example, in pre-capitalist forms of production in Southern Africa; see
Jeff Guy (1987).
3. For an interesting defense, see G Cohen (1978).
4. This was something Marx recognized. Thus in The German Ideology: “The
first premise of all human history is, of course, the existence of living human
individuals. Thus the first fact to be established is the physical organization
of these individuals and their consequent relation to the rest of nature. Of
course, we cannot here go either into the actual physical nature of man, or
into the natural conditions in which man finds himself – geological, hydro-
graphical, climatic and so on. The writing of history must always set out from
these natural bases and their modification in the course of history through
the action of men” (Marx and Engels 1846/1978: 42).
2 Marx and capital: an
overview
The commodity
For Marx, production is a vital human activity. This means that our
relation with nature is of central significance. Through production we
produce ourselves and others, as in the act of reproduction. But for Marx,
production is a social act: it is mediated by social relations. Only in and
through our relations with others do we relate to nature productively, and
appropriate from it the use values essential to our physiological reproduc-
tion. Some of these social relations are defined by the division of labor
and we will discuss these later. Others, however, are relations of property:
the relation of master to slave, the relation of the landlord to his/her land.
It is these relations that define particular modes of production like the
slave mode, feudalism and capitalism. We tend to think of property as
things: yours and mine. But to assert ownership is also to appeal to the
institutions, possibly expressed through the state as laws, through which
ownership is validated and enforced, and the powers/responsibilities that
go along with it, defined.
12
MARX AND CAPITAL: AN OVERVIEW 13
Markets can and have existed without capitalism. Indeed, they coexisted
with feudalism in medieval Europe. But to the extent that labor power has
become a commodity bought and sold on markets and is the dominant
form assumed by the immediate producer, then, and only then, can pro-
duction be rightfully referred to as ‘capitalist.’ So in order for capitalism
to exist, labor power as a commodity must exist. This is an absolutely
essential precondition. In turn, the precondition for this is what Marx
referred to as the ‘double freedom of labor power.’
In order for people to seek wage work, two ‘freedoms’ must be satisfied:
Only if this ‘double freedom’ of labor power exists is it possible for people
with accumulations of money to purchase the means of production –
since they have been separated from the workers – and to hire those thus
dispossessed or already deprived of them, to work with and on those
means of production. In other words, workers have been placed in a situ-
ation where they have no alternative but to go and work for the capitalist
for a wage. It is, in short, through the mediation of money1 that the imme-
diate producers are reunited with the means of production from the own-
ership of which they have been so thoughtfully separated. This view of the
origins of labor power as a commodity is in sharp contrast with the sense
of choice implied by mainstream views of labor supply: labor supply as the
outcome of a tradeoff between tastes for labor and tastes for leisure. For
Marx, ‘labor supply’ implied markets in labor power, and people sought
14 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
wage work because they had no other way of providing for their means
of subsistence. Moreover, wage labor was an historic category, unlike
the ‘tastes’ of mainstream economics: it appeared at a particular point
in history as a result of historic acts, most notably ones of dispossession.
Values
Exchange values, on the other hand, are different. They are determined by
fluctuations in supply and demand. If the demand for coal goes up due,
perhaps, to a shortage of oil, then its exchange value will rise above its
value. This will encourage capitalists to invest in more coal mines so that
eventually supply will increase, exchange values will fall and so converge
once more on values: i.e., on socially necessary labor times. Exchange
values or prices as we conventionally call them oscillate around values.
The value of a commodity is like a center of gravity for its (temporally and
spatially) varying price. This center of gravity is then displaced by techno-
logical revolutions in the production of the commodity in question and
the spread of the technique to most of the producers so that it becomes
‘socially average.’
Surplus value
So, and to repeat, labor power has a value: there is a socially necessary
labor time involved in its production. In the nineteenth century, the
socially necessary labor time for the production of bread went down as
the virgin lands of the New World were opened up. This was the back-
ground to the debate in Britain over abolishing the (protectionist) Corn
Laws. Manufacturers believed that the import of cheaper foreign grain
would allow the price of bread to be reduced and subsequently the wages
that they paid to their workers. But labor power is also a unique commod-
ity. Unlike the other commodities that enter into a product in the course
of its production (metal, machines) labor power can embody more value
in what it produces than it itself is worth: more value, that is, than the
capitalist paid for it, assuming that commodities, including labor power,
always exchange at their values. The capitalist can extend the workday
long after the worker has produced value equivalent to her own wage; so
the worker produces more value than what her own labor power is worth.
In short, the fact that a worker can produce more than the value of her
own labor power means that she can be exploited. Furthermore, given the
desire of the money owner to cover not only her layouts for labor, raw
MARX AND CAPITAL: AN OVERVIEW 17
materials and instruments of labor but also something on which she can
pay for her own living expenses, she will be exploited. However, there is
also an incentive to produce a surplus or a profit that covers more than
the capitalist’s own living costs, including any whims or fancies she may
have. This is that major part of profit that is used to expand production
as opposed to simply producing as much in the future as one produced
before. In order to understand this drive we have to introduce the idea of
competition.
Capitalists lay out values for production: money for labor power, for
objects of labor – what is being worked on in the form of raw materials,
and for instruments of production, like machinery and an assembly line.
The workers set the means of production in motion and commodities are
produced for eventual sale. In order to start all over again, the capitalist
must find a market for the products and so retrieve the values originally
laid out, plus a surplus for the capitalist’s own consumption. There is,
however, no guarantee of a market. Consumers may spend their money
on the products of other firms since they are cheaper and/or because those
other firms are producing goods that are more to their liking for various
reasons. There is a good possibility, therefore, that either the products will
not be sold so that the values laid out in their production will be lost; or
that their prices will have to be reduced below their values. If the latter,
then this may mean a loss of some profit, or even some loss of the values
originally laid out. On the other hand, if the price of the commodity can
be reduced, then the chance of making a sale increases. But in order to do
this and at the same time retrieve the values laid out plus a surplus, costs
have to be reduced. This means making workers produce more for the
same wage, or the same for a lower wage. In either case, the wage worker
is being squeezed. Capitalists decide what to produce without knowing
what other capitalists are doing and without knowing ahead of time the
precise magnitude of the market. In the context of this uncertainty, cap-
italists have to try to make sure that it is not their product which will fail
to make a sale.
Accumulation
on treating the worker as a replaceable object. Those with the old skills
must go or be moved to new tasks within the workplace. The process
of revolutionizing the labor process proceeds unevenly. Some firms are
forced out of business by more progressive firms, resulting in unemploy-
ment. Alternatively, wages may have to be reduced if the firm is to stay
in business.
Notes
1. Not yet ‘money capital’ since money only becomes capital once it has
increased in sum due to the extraction of surplus value that follows from the
separation of the immediate producers from the means of production.
2. For example: workers attending blast furnaces will produce more pig iron
per worker in a given period of time with iron ore that has higher iron
content than where it has less. A more macabre example of developing the
forces of production through attention to the form of the object of labor
comes from the interest of meat packing firms in genetic intervention so as
raise animals of a physiognomy that is as uniform as possible, which then
facilitates an homogenization of the slaughter process.
3. For a good discussion of the distinctive character of labor power as a com-
modity, see Offe (1985: Chapter 1).
3 Marx’s theory of value
Introduction
Marx’s theory of value is at the same time the most central, the most
controversial and, in its presentation, the part of his work that people typ-
ically find most difficult to navigate. It is, however, absolutely crucial to
an understanding of his arguments about class, accumulation and contra-
diction in capitalist societies. Some who claim the Marxist pedigree, like
Wallerstein, the originator of world systems theory, believe they can do
without it. Others, like Robert Brenner (1977) and his antagonist Jarius
Banaji (2011),1 do without it, without making their position clear and, as
a result, make themselves easy targets for critique.
21
22 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
the city because its supply is limited and the demand for it is increased.
The labor of a doctor is valued more highly in terms of what she gets paid
than that of a taxi cab driver since the supply of doctor skills relative to the
demand for them is more limited. And so on.
More than that, however, value in the sense of exchange value is what
regulates the economy. So-called price signals are the determinants of
resource allocations. As the demand for a commodity increases relative
to its supply, so resources will shift into its production and away from the
production of those where demand is decreasing relative to supply. Given
the enhanced profitability resulting from increasing prices, capital will
move in order to achieve a higher yield. Firms will also be willing to pay
workers more money in order to produce the products that can make that
increased yield to capital real. In short, exchange values are determined
by the intersections of supply and demand curves and as those curves
shift relative to one another, so exchange values will change precipitating
reallocations of resources and helping to return those intersections to
their previous positions. But the point is, the point that Marx raised: what
determines those ‘previous positions’?
Instead of taking for granted the commodity form that follows from the
emphasis on exchange and exchange values, Marx interrogates it. Just
what is required, he asks, in order for items to be exchanged? To exchange
loaves of bread for pairs of shoes? Items entering into exchange have
some useful property for those who purchase them. Without that quality
of usefulness they could never be commodities. But in the exchange
of commodities, one use value is equated to another. In this process of
equating, one abstracts from their natural properties and compares them
according to something they have in common. What we think they have
in common is exchange value, which in turn is a product of relative scar-
city. But what determines the axis point around which exchange values
fluctuate; what is it that they have in common other than exchange value
and which, in turn, determines exchange values or, more accurately,
their centers of gravity? That ‘something’ is that they are both products
of labor. But not any kind of labor; rather, of what Marx called abstract
MARX’S THEORY OF VALUE 23
We now know the substance of value; it is labor; and the measure or mag-
nitude of value is socially necessary labor time. This applies to labor power
as well as to finished products and to the machinery and raw materials
employed in the labor process. Labor power is the commodity that the
capitalist purchases and its value is equal to the socially necessary labor
required to produce its means of subsistence,2 and this insight is basic
to Marx’s theory of exploitation under capital. Value, however, is not to
be confused with wealth. An increase in wealth is brought about by an
increase in the quantity of use values. But if concrete labor times are being
reduced, an increase in wealth can correspond to a simultaneous fall in
the magnitude of its value.
Value does not come into the world with its origin in abstract labor
stamped on it. One commodity is selected out so as to facilitate exchange:
a commodity that is portable and easily divisible. This is the money
commodity. Originally this would have been a precious metal, like gold
or silver, its value reflecting its own substance as the product of labor
working on a particular raw material and measured in terms of socially
necessary labor time. For most of capitalist history, most paper monies
were tied in some way to the availability of a precious metal into which
they could be converted if people lost confidence in paper. The problem
has been that supplies of precious metals are very limited and a failure to
keep up with the demand for sufficient money as capital developed, so as
to facilitate exchange of the growing torrent of commodities, was highly
restrictive. Currently, monies are free from that sort of connection.3
24 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
As techniques change, and assuming that social needs remain the same,
some labor – that which is not producing using average techniques – no
longer counts as socially necessary. Assuming the emergence of new
social needs, however, which is precisely how capitalist development
functions, it can become once again, in newly emerging branches of the
economy, socially necessary. In this way the sum of all labor time available
to a society is allocated in such a way that it remains socially necessary,
regardless of the particular branch of the economy in which it is deployed.
The historical conditions under which the law of value can be said to
apply are stringent. The separation of immediate producers from the
means of production imposing a regime of cost competition on capitalists
is fundamental, but is only realized gradually with the progressive devel-
opment of capital as a social form. Consider this in more detail: the law
of value specifies that commodities exchange according to their abstract
labor times (i.e. socially necessary labor times). This means that there
must be some mechanism by which concrete labor times in a particular
line of production, times which could conceivably vary widely, converge
on/are reduced to the socially necessary (i.e., using average techniques).
That mechanism is competition, forcing capitalists to produce with what
is the socially average technique. Theoretically, this state of competition
should follow logically from the fact of the double freedom of labor
power. Cost competition depends on it:
a. First, the fact of wage labor means that capitalists can mobilize labor
power so as to invade those branches of production where capitalists
are not experiencing serious pressure on their costs simply because
there is a lack of competition. It is this invasion which forces conver-
gence on the socially average technique.
b. Second, the double freedom of labor power necessitates competition in
costs of production. The monetization of costs, the formation of labor
markets, means that producers face the same production cost horizon;
the only opportunity they have for lowering their production costs is
through technical change, but then everyone else has that opportunity
and incentive so that concrete labor times will converge on the socially
average.
reproduction of the family where costs are subjective rather than objec-
tive – the production unit could conceivably produce very inefficiently in
order to produce enough at current market prices in order to survive, and
the limit to this inefficiency would simply be their subjective tolerance of
self-exploitation.
There have been other barriers, though ones that have gradually been
lifted. If capitalists are to move into sectors of the economy experiencing
unusually high profit rates, with the result that competitive pressures will
increase there, finance has to be mobilized in some way. But the develop-
ment of stock and bond markets has taken time. Finance capital did not
appear in the wink of an eye. You also need a banking system and credit
histories.
There are two things we should note here. The first is that the drive to
monopoly is built into capital’s DNA. It is not just a matter of the market
power that relative size confers: the ability to negotiate lower prices with
suppliers and demand higher prices from consumers. It is also that size
MARX’S THEORY OF VALUE 27
The second point is that the implications of market power and some
control over prices can be exaggerated. It does not necessarily destroy
competition in input markets: competition for finance or for highly skilled
labor that has transferable skills, like systems engineers. Moreover, no
monopoly is absolute, so that there are limits to market power. Amazon
deals in thousands of lines, but many of these are available through other
online distributors, if not all of them: there are things that you can buy
online from Target and Walmart that Amazon sells and many firms now
have their own online operations designed to avoid Amazon’s cut in the
selling price. But what is profit anyway? Where does it come from? It is to
that question that we turn next.
Notes
1. For a good review of Banaji’s objections, see Rioux (2013).
2. Though, as we will see, Marx recognized that the determination of the value
of labor power contained what he called ‘an historical and moral dimension.’
3. Though as a result of the way paper money licenses compound growth, it
has hugely deleterious implications for that natural storehouse on which
capital draws for its raw materials, its labor power, and as a place to deposit
its detritus. See Harvey (2020).
4. An ongoing process in capitalism: take the skill out of a task and it then
expands the number of people who can perform it, with the result that the
workers’ bargaining power with respect to the capitalist deteriorates and the
value of labor power can be negotiated downwards. See Braverman (1974).
4 Surplus value
28
SURPLUS VALUE 29
The question is closely bound up with time and the part it plays in Marx’s
theory of value. Value is ‘socially necessary labor time.’ So, in the labor
process, the process through which labor power is expended on objects
of labor using various tools, machines or ‘instruments of labor,’ there
has to be some time that is surplus to the time it takes to produce value
equivalent to the value of labor power. The labor process, in other words,
can be conceptualized as divided up into necessary labor time and surplus
labor time; or, stated in value terms, the time devoted to producing
value equivalent to the value of the worker’s power to labor and the time
devoted to producing value surplus to the value of the labor power which
the capitalist has hired.
The way I have stated this immediately suggests one way in which surplus
value can be extracted – prolong the workday beyond the point at which
the worker would have produced value equivalent to the value of his/her
own labor power. This is what Marx called surplus value in its absolute
form: in this case, holding necessary labor time constant, surplus labor
time is extended. Marx also defined surplus value in what he called its
relative form. In that case, holding the sum of necessary and surplus labor
time constant, necessary labor time is reduced relative to surplus labor
time. Although there are ways of extracting absolute surplus value addi-
tional to extensions in the length of the workday beyond surplus labor
time,1 workday length does allow one to easily illustrate what is at stake in
this contrast between absolute and relative surplus value. Thus, absolute
surplus value increases as the length of the workday increases. Relative
surplus value is appropriated when reducing necessary labor time relative
to surplus labor time, while holding the length of the workday constant.
30 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
The longer the working day, therefore, and holding necessary labor time
constant, the more surplus value the capitalist can appropriate in its abso-
lute form. The working day is a fluid quantity but it has limits. Its lower
limit is defined by the fact that under capitalism it has to be more than
necessary labor time. Its upper limit is more difficult to define but Marx
identifies two determinations. The first is the fact of physical limits to the
expenditure of labor power: after a certain point one just cannot go on.
And the second are what he calls moral limits: the need for a certain part
of the 24 hours to be set aside for rest and recuperation.
Capital takes no account of the health and the length of life of the worker,
unless society forces it to do so … But looking at these things as a whole, it
is evident that this does not depend on the will, either good or bad, of the
individual capitalist. Under free competition, the immanent laws of capitalist
production confront the individual capitalist as a coercive force external to
him. (1867/1976: 381)
Constant capital, the means of production, only exist, considered from the
standpoint of the process of valorization, in order to absorb labor and, with
every drop of labor, a proportional quantity of surplus labor. In so far as the
means of production fail to do this, their mere existence forms a loss for the
capitalist, in a negative sense, for while they lie fallow they represent a useless
advance of capital. (Marx 1867/1976: 367)
But in some sectors of the economy, there are limits to speeding up the
rate at which capital circulates. The most obvious are those where one has
to rely on natural processes. Agriculture is the classic case. Most of the
capital there is immobilized as the wheat grows, the fruit tree goes through
its annual cycle or as the hogs put on weight. There are clear attempts to
speed that circulation up: faster maturing seeds; the poly-tunnels that give
extended seasons to the production of some fruit or vegetables; or the
confined animal feeding operations with their grotesque goal of speeding
up the animal’s growth by limiting the energy they consume in moving
around. But it remains a problem. This is one of the reasons given for the
SURPLUS VALUE 33
endurance, even while being slowly whittled away, of the family farmer
and goes back to our earlier discussion of the law of value.2
Once extracted by the capitalist, not all the surplus value remains her
property. Obviously, some of it has to go to pay the landlord from whom
the premises are rented, just as another portion must be used to amortize
loans that have been taken out to fund the business. Physical premises,
and money stored under the mattress, are, from industrial capital’s stand-
point, a waste of time, literally. Renting premises means that the money
retrieved from selling them can be put into production and the process
of soaking up more surplus value. Capital develops through the devel-
opment of the productive forces and that can mean newer machines that
allow workers to produce more value in a given time. In consequence, and
confronted by competition, storing the money under the bed until it has
reached a magnitude sufficient to pay for that machine, threatens loss of
business and possible bankruptcy. Borrowing money on the assumption
that it might even allow obtaining an advantage over the competitors
is clearly in the capitalist’s mind. She will have to fork over some of the
surplus value in the form of interest but the alternative could be dire.
Some of the surplus value has to go to the retailers. One can certainly
imagine a situation in which the retail function remains with the indus-
trial firm so that it maintains its own shops. This, though, means incor-
poration of a branch of the division of labor that is quite different in its
physical requirements, and so calling for different sorts of expertise, like
recruiting shop workers rather than those on the assembly line. It also
means a delay in the circulation of capital. As we have seen, the industrial
capitalist wants her money back as quickly as possible so as to lay it out
again for means of production and the hiring of labor power, and so
extract more surplus labor. The alternative is for the product to be stuck
on the shelf of a retailing outlet or in a showroom for at least some period
of time. Hence the ability of the retail sector to claim a portion of the
surplus as its own.3
34 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Surplus value gets shared out, therefore, and industrial capital has its own
reasons for sharing out the loot. There are still other redistributions. In
the transactions among capitalists, relative size matters. To the extent
that there are numerous component suppliers, the big assemblers can
talk down prices. The same applies to other of capital’s division of labor.
The ability of major retailing chains, like Walmart or Marks & Spencer
(Rainnie 1984) to play one, typically small, supplier or sub-contractor off
against another is very, very considerable. It also works in the relation
between the big retail chains and the shopping center developers. So keen
are the latter to land a big department store chain, since it will attract
shoppers to the center as a whole, that they are willing to discount rent or
even give the retail chain a cut on the rents that they get from everyone
else. What is happening here, though, does not affect the principle of the
extraction of surplus value as a class relation. Rather, it is all about the
way that surplus value is divided up, just as more productive capitals will
appropriate a more than proportional share because of their ability to
undercut in terms of price, the less productive.
Clearly, in talking about surplus value, the concept of the value of labor
power has central significance. Marx says that
quently on the habits and expectations with which, the class of free workers
has been formed. In contrast, therefore, with the case of other commodities,
the determination of the value of labor power contains a historical and moral
element. (1867/1976: 275)
But even this leaves too many dots to be joined up. There is a dynamic in
the determination of labor’s standard of living here that is not as empha-
sized as it might be, even though Marx talks about how “the determina-
tion of the value of labor power contains a historical … element.” Of what
does that dynamic consist? Obviously the organization of labor around
demands for increased wages is part of that, but what might provoke
those demands and how are they bound up with the logic of capitalist
development?
Capital also plays an active role in converting luxury goods into wage
goods. It wants to realize its product, and expanding markets is an
obvious way of doing that; hence the power of the advertising industry,
but also pressure on government to make available the infrastructure that
complements the use of the new goods. You cannot persuade people to
buy vacuum cleaners and TV sets unless they are hooked up to the elec-
tricity grid: an important factor in the decision of apartheid governments
in South Africa to electrify the native townships, as they were called.
Without the pressure of the electrical goods industries, it would probably
have had to wait for the overthrow of apartheid.
36 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
The value of labor power also includes the cost of special training. Every
university student who has taken out a loan to pay for tuition expects to
get some job that will provide compensation. Marx certainly saw the cost
of training as being part of the value of labor power though obviously
much of that cost is absorbed by the welfare state through the universally
‘free’ public education system. So the way in which this gets represented
in what workers demand is indirect, and through the burden of taxes in
particular.
Talk about education also reveals what some might identify as Marx’s
sexist tendency to take the labor of women in the home for granted. Given
the standard gender division of labor at the time Marx was writing, and
still to a considerable degree today, the labor of women contributed to the
reproduction of labor power of wage workers in a very substantial way
indeed in the form of food preparation and laundering, as well as main-
taining the home. But this was not wage labor, so assigning a value to it in
the sense of value theory would have been fraught with difficulty. Even so,
the tendency has been for the value of labor power to represent to some
degree the need to reproduce those particular use values.
is one in which they can ignore whether or not the labor power of their
workers is reproduced since they can employ others. This is in sharp
contrast to servile forms of labor (slavery, feudalism) where this is not the
case. In slavery, the slave is necessarily treated like other living means of
production, such as livestock, and the same concern over the health and
strength of the worker is expressed. If the slave drops dead from fatigue
or ill-health then another has to be purchased at a considerable price (i.e.,
not the weekly or monthly ‘rent’ that the capitalist pays for use of the
immediate producer’s labor power). The feudal lord, on the other hand,
loses the serf’s dues and labor services.
The same logic applies to investment in the skills of the wage worker, and
to the air and water pollution that threatens the health of the worker. So
the situation for the individual employer is a contradictory one. On the
one hand, a healthy, well-fed workforce is desirable, but paying a wage
to cover these exposes the employer to the competition of other capi-
talists. As a result, it is only through the state that the capitalist class can
act in a way that will facilitate the reproduction of labor power: e.g., the
passage of laws on health and safety in the workplace, the passage of laws
governing public water supplies and sewerage, the passage of minimum
wage laws, and laws governing the quality of housing, or the introduction
of unemployment compensation so that labor will stick around until the
next uptick in the economy.
Note also, however, that from the standpoint of the individual firm the
substitutability of the individual worker can be in question. This means
that, for some, the employer’s logic may be different. In order to hang on
to the worker, in order to ensure that he/she is healthy and able to deliver
once the firm has made an investment in their labor power, a higher wage
will be paid, along with, in the USA, healthcare insurance. So position in
the (technical) division of labor makes a difference, since people in some
positions are less substitutable than people in others.5
What we know for sure, though, is that capitalists can and will appropriate
surplus value. Just what happens to it after it has returned to the capitalist
who originally extracted it is discussed in the following chapter.
38 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Notes
1. For example, speeding up the assembly line or restricting toilet visits.
2. The classic reference here is Mann and Dickinson (1978).
3. There are exceptions which prove the rule. One case is Burton’s, a British
firm that manufactured suits-to-order. You visited a Burton’s store close to
you – and there were very many of them – you chose your material, your
style, and measurements were taken. This information was then communi-
cated to the firm’s, appropriately massive, factory in Leeds. You would then
pick the suit up later at the store where you placed your order. The United
Colors of Benneton works on a similar principle, except that orders are com-
municated digitally, and aside from the design function, their manufacturing
is sub-contracted. In both instances, the problem of inventory hanging
around on shelves is avoided and the circulation of capital is not impeded.
Note also the way in which computerization of checkout processes in super-
markets allows monitoring of inventory; as something appears imminently
out of stock, the order goes through. Meanwhile, those items which sell more
slowly will be re-ordered far less frequently and in smaller amounts.
4. This is a more general logic. Burawoy (1976) described its significance in
discussing migrant workers in the USA.
5. This logic is the basis of (mainstream) dual-labor market theory (Doeringer
and Piore 1971). According to this, labor markets could be divided into
primary and secondary. Primary sector workers were the more skilled and
experienced, often unionized, and on a higher pay scale, with more benefits,
and also in line for internal promotion – what was called a firm’s internal
labor market. Secondary workers were the obverse: lower pay, more tran-
sient, fewer benefits if any.
5 The capital accumulation
process
39
40 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
But in order that this conversion of surplus value take place, the surplus
in the society as a whole must exist in the form of appropriate use values:
surplus means of production, and also means of subsistence with which
to reproduce new labor powers. Surplus value is nothing if it cannot
be converted into additional objects of labor, instruments of labor and,
depending on changes in the labor process,1 labor power. But it is exactly
in the material form of additional instruments and objects of labor that
the surplus exists. There must also be additional labor power, but Marx
says, “The mechanism of capitalist production has already provided for
this in advance by reproducing the working class dependent on wages,
a class whose ordinary wages suffice, not only to maintain itself but also to
increase its numbers” (1867/1976: 727). We will return later to this issue
of the expansion of social labor necessary to sustain the accumulation
process and what can happen when that happy conjunction of affairs
breaks down.
The working class is reproduced, therefore, and so, too, is its dependence
on capital. The wage suffices to keep body and soul together and no more.
The separation of the immediate producer from the means of production
is therefore reproduced:
Individual consumption provides, on the one hand, the means for the worker’s
maintenance and reproduction; on the other hand, by the constant annihila-
tion of the means of subsistence, it provides for their continued re-appearance
on the labor market. The Roman slave was held by chains; the wage laborer is
bound to his owner by invisible threads. The appearance of independence is
maintained by a constant change in the person of the individual employer, and
by the legal fiction of a contract. (Marx 1867/1976: 719)
This does not mean that the particular people filling these different class
roles may not change. Capitalists may go out of business and be consigned
to the rank of wage worker. Some members of the working class may,
by dint of unusual degrees of saving and perhaps overwork, or perhaps
through the rents from a progressive acquisition of rental property, accu-
mulate the money by which they can start their own business, hire the
labor power of others and perhaps valorize their values over a succession
of time periods so that the firm prospers. But the overall balance between
capital and the working class has to be reproduced if capital is to be
reproduced. If all members of the working class joined the capitalist class
then capitalism would cease to exist. This is because capital depends on
the production and appropriation of surplus value and without a working
class there would be no surplus value. But clearly there would be, and are,
adjustments long before that point is reached; for as the working class
decreased in size so there would be upward pressure on wages forcing
some capitalists out of business, and forcing still others into takeovers by
other capitalist firms and their elimination.
42 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Capital acts on both sides at once. If its accumulation on the one hand increases
the demand for labor, it increases on the other the supply of workers by ‘setting
them free’ (i.e. by moving them from the active to the inactive), while at the
same time the pressure of the unemployed compels those who are employed to
furnish more labor, and therefore makes the supply of labor to a certain extent
independent of the supply of workers. (Marx 1867/1976: 793)
44 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
The inactive part, the part that acts as a drag on the labor market and
which the active part regards as its potential replacements, is what Marx
called ‘the industrial reserve army of labor.’
Every capitalist knows this about his worker, that he does not relate to him as
producer to consumer, and [he therefore] wishes to restrict his consumption,
i.e. his ability to exchange, his wage, as much as possible. Of course he would
like the workers of other capitalists to be the greatest consumers possible
THE CAPITAL ACCUMULATION PROCESS 45
Given, therefore, the fact that workers receive in wages less than the
value that they produce, how is all the value produced to be realized?
One has to take into account here the consumption of the capitalist class.
The remainder is used to extend production, which necessarily means
demand for new means of production and hence for workers who will
then spend their wages on some portion of the value then produced. In
short, the problem of realizing value is pushed off into the future through
succeeding waves of money laid out to expand the production of capital
goods. This, though, can be interrupted. While more and more value is
produced, seeking an outlet, those outlets can dry up. The railroads of the
settler societies were completed, so what next for the iron and steel indus-
tries of North America and Western Europe? The household appliance
industries boomed in the 1950s and 1960s as households bought their first
refrigerator but after that, and allowing for some increase in population
and in replacements, what then? In other words, avoiding an overaccu-
mulation located in circulation has required the creation of new outlets
for capital: new products and new frontiers, and, for whatever reason,
they may not be there.
Notes
1. Changes that might, for example, reduce the need for labor power.
2. See e.g., Simon Clarke (1990b).
6 Capital’s development
Over its history, and since its clear emergence some 400 years ago, capital
has changed immensely. In its external forms it is barely recognizable.
The most obvious signs of this are in its technologies and in what is
produced: from the age of the canal to that of the modern airliner; from
simple calculations in a ledger to the computer; from a time when the
term ‘tourism’ was unknown to the package holidays of today; the rise
of the automated assembly line, and lots more. The same applies to
its organizational features: from the family-owned store to the retail
chain; from the single-owner business to the joint-stock company. In its
concrete forms – modes of organization, technology, divisions of labor,
products, even property rights1 – capital is constantly changing, driven
forward by its contradictions; and to understand transformation, the
concept of contradiction is indispensable.
Given the so-called ‘double freedom of labor power’ or, ‘the wage labor
relation,’ all the logics of capital – exploitation, the law of value, accumu-
lation, the creation of the industrial reserve army, etc. – become possible:
they are contained within it. What makes them real is the competition
conditional upon that same separation of immediate producers from
the means of production. Capitalists lay out money for labor power and
47
48 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
means of production; but then they want it back. That means trying to sell
what is produced, but with no assurance of a market. The drive to compete
successfully then means one has to accumulate through the extraction of
a surplus from the workers; and one has to accumulate so as to compete
through investment in those new instruments of labor that will enhance
the productivity of the worker, as well as creating the wherewithal to buy
out the competitors. So: downward pressure on wages and conditions of
work; the monotony entailed by an ever more efficient detail division of
labor, and so alienation from the work process; treatment as a replaceable
part; and the threat of unemployment as capital’s attempt to keep labor
costs down. The class relation entails exploitation, therefore, but also, in
response, resistance through the development of the labor movement:
a struggle to maintain wages, to improve the health and safety of workers,
to reduce unemployment through state action and to provide compensa-
tion for the unemployed.
This in turn incites capital to ever newer ways of getting round these laws
and driving accumulation forward: defining workers as self-employed
agents, as in Uber; outsourcing to low-wage countries with more lax
workplace laws; replacing workers with more vulnerable illegals; artificial
intelligence; and new rounds of automation with the intent of expelling
labor power from the labor process altogether. Certainly, in its fundamen-
tals, the production of commodities with commodities, the separation of
the immediate producers from the means of production, cost competi-
tion, capital is unchanging. But that means that its contradictions endure,
even while their concrete expression might – will! – change. In its detail,
in its timing, what has happened in the course of capitalist development
could have been foreseen only with difficulty. In hindsight, though, it is
utterly comprehensible. In this way, a number of – interrelated – empir-
ical regularities can be referred back to capital’s distinct logics and these
are the focus of this chapter.
CAPITAL’S DEVELOPMENT 49
These all complement one another. Industry needs sales outlets, finance
and sites. Property capital finds a market in industrial and commercial
capitals, as well as housing for the employees of both. It needs finance.
It also needs commercial intermediaries, as in the form of real estate
brokers. And so on.
50 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
This is a division that has emerged over time. Industrial firms have shifted
in their financing models from one where they self-financed: money
was saved up until what was needed for expansion was available. This
model has by and large been replaced by one of borrowing from banks
or floating new stock and the sale of bonds. Likewise, a pattern of buying
and retaining ownership of one’s own premises – factories, shops, even
housing for the workers – has been replaced by one of reliance on a spe-
cialized sector of developers.
What ultimately pushes this separation forward has been the drive to
speed up the circulation of capital, discussed earlier. From the standpoint
of industrial capital, money tied up in real estate or sitting in the firm’s
safe, is money that is not being used for production and the extraction of
surplus value: better to rent the premises and use the money to expand
production; or deposit it in a bank and get a share of the surplus value of
those to whom the bank is lending and receiving interest (which is a claim
on surplus value). Meanwhile, the problem of idle capital gets transferred,
which helps to explain the eagerness with which new ideas are explored:
new forms of real estate development to attract the customers; new finan-
cial products, like zero deposit mortgages.
From the earliest time, production has been cooperative, most notably
through the division of labor: people performing different but comple-
mentary roles. This is something that developed in pre-capitalist times
but slowly and as a result of changes of a quite random sort. Under cap-
CAPITAL’S DEVELOPMENT 51
Second, at the level of the labor process, there is a deliberate seeking out
of new forms of collaboration. On the one hand there is the development
of the division of labor. Within the firm, the breaking down of the labor
process into different stages, as in the assembly of an automobile, allows
the use of more specialized tools which can facilitate production by
shortening the time necessary for a particular aspect of the shared labor
process: different sorts of hammer or screwdriver. This also means an
economy of time in another direction; if a worker is occupied with just
one tool rather than having to put one down and pick up another to
advance the product to a subsequent stage of its transformation, then
that saves time otherwise wasted: a form of extracting labor in its absolute
form by filling in what Marx referred to as the ‘pores of the workday.’ This
intensification of the division of labor within the firm has another advan-
tage: the demands on the skill of the worker go down, the labor process is
simplified, the job is de-skilled, which means in turn that labor power of
lower value can be hired.
The division of labor also occurs between firms: different products, obvi-
ously, but also firms producing components or semi-finished parts for
others, as in the classic assembly industries, and also in something like
chemicals. There again, there are firms specializing in so-called capital
goods which are used in producing the products eventually purchased
by final consumers: the machine tool industry, most notably. Each has its
own technical expertise which helps account in part for the specialization:
making steel is different from making automobiles. This is a technical
52 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
The development of fixed capital indicates in still another respect the degree of
development of wealth generally, or of capital. The aim of production oriented
directly towards use value, as well as of that directly oriented towards exchange
value, is the product itself, destined for consumption. The part of production
which is oriented towards the production of fixed capital does not produce
direct objects of individual gratification, nor direct exchange values; at least
not directly realizable exchange values. Hence, only when a certain degree of
productivity has already been reached – so that a part of production time is
sufficient for immediate production – can an increasingly large part be applied
to the production of the means of production. (Marx 1867/1973: 707; original
emphasis)
circulating: that fraction that is laid out for labor power and raw materials
and that is recuperated virtually immediately subsequent to the sale of the
product. Meanwhile, the cost of the machines is only defrayed slowly and
this can be a problem.
Machines, the machine tools used in a factory, the huge diggers used in
open-pit mining, the various sorts of crane or excavator used in construc-
tion, are themselves the products of capitalist firms in stiff competition
with one another. That means that innovation is just as important to
them as it is to the other capitalists who will buy them. They know that
capital in general wants machinery that will allow the worker to produce
more and are bent on developing and selling it. But for those (purchasing)
capitals, it is a poisoned chalice. This is because they may be in possession
of an earlier generation of machinery whose cost to them has yet to be
defrayed. If they do not buy the new machine and their competitors do,
then they are at a disadvantage. This is a question not of physical, but of
social obsolescence. It is a dilemma that every industrial capital confronts.
This helps to explain the zeal with which some equipment gets used. It is
not just that when it is idle, the money locked up in it is not being released
and circulated so as to soak up more surplus labor; it is also that there is
a risk of social obsolescence. This helps explain certain common capitalist
labor practices, the most notable of which is shift work around the clock.
Amortize that machinery as rapidly as possible so as to not get caught
holding something that all of a sudden has become much less valuable
than it was.
is equally ‘industrial’ but it takes the iron ore, coal, timber, raw milk from
the primary sector and converts it into iron and steel, machinery of all
sorts, furniture, cheese and obviously lots, lots more. The tertiary sector,
meanwhile, is highly variegated but typically includes commerce, finance,
insurance, transport and lots of things that the state civil service does:
social workers and teachers, for example. It is such a motley group of
activities as to be barely coherent. Transport should probably be included
under primary and secondary since it is an essential aspect of production:
things are moved between mine and factory, between one factory and
another, just as they are moved around inside the factory. The same
applies to finance and insurance: they mediate primary and secondary
production. Taking these categories at face value, there are clear ten-
dencies in terms of employment for their relative significance to change
over time. With the initiation of capitalist development, the primary
sector tends to predominate, then giving way to the secondary sector;
meanwhile, services start from a very small percentage of the labor force,
but eventually overtake the secondary sector to employ a majority of the
workforce. How, therefore, to make sense of this development?
The growth of the secondary sector relative to the primary has long been
recognized. Revolutionizing the productive forces with the unleashing of
capitalism, particularly in agriculture, is clearly preliminary to the devel-
opment of industry. On the one hand, it releases labor power for employ-
ment there; on the other, by vastly increasing the amount of food created
by each agricultural worker, it creates the necessary subsistence base
for industrial workers. There have been other, more concrete changes.
The most notable of these has been the replacement of coal – typically
labor-intensive where underground mining is the norm – by oil, which in
its extraction requires very little labor power.
One way of making sense of this division is to put the secondary sector
in the center. It rises on the back of the primary sector and then, through
its products, like artificial fertilizers, agricultural machinery, irrigation
equipment, new seed types, more mechanized means of extracting min-
erals, furthers the productivity of workers there. Meanwhile, a continuing
transformation of the labor process allows the growth of services that
mediate the circulation of capital and facilitate the reproduction of labor
power. At the same time, it provides the equipment put to work in the
service sector: the medical equipment, information technology, electric
cookers, school buses and obviously, lots more.
Regardless, all the bigger firms have research and development depart-
ments with an explicit focus on product innovation. With respect to
technologies, on the other hand, it is not true that they are all developed in
order to be sold. Some are ones which would be hard to sell: technologies
of production that firms develop, which cannot be patented, and which
56 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
* * *
Note
1. As in recent claims for ‘intellectual property rights’ which takes the idea
beyond the older one of the patent, to include things like branding and trade
secrets.
7 ‘The factor(s) of cohesion’:
ideology and state under
capitalism
Context
The class tensions of capitalist societies are one of their dominating fea-
tures. Every capitalist country has a labor movement aimed at pushing for
legislation enhancing the condition of the working class, and every one
has a capitalist class whose goal is to resist and make it easier for them
to exploit the working class. Nevertheless, and remarkably, things do not
develop to the point of serious revolutionary challenge. Capitalist socie-
ties manage to cohere. Working classes everywhere accede to their own
exploitation. How is it, therefore, that the revolutionary ardor apparent
one hundred years ago, has long been tempered and has given way to
a reformism that simply allows capital’s contradictions to reappear in
new forms? Poulantazas thought that the state was the factor of cohesion
(Poulantzas and Miliband 1972). It was the state that provided a sense of
shared dilemmas that could override class divisions. Ideology, though,
the characteristic beliefs of a capitalist society, also contributes both in
its own right and indirectly through the structure of the capitalist state
and the way it then, in turn, contributes to a solidifying of characteristic
ideological forms.
58
‘THE FACTOR(S) OF COHESION’ 59
Capitalist ideology
Two points at the outset. First, for Marx, ideas are conditioned by material
practice, forged in the sphere of production. We develop our ideas in
the context of engaging practically with the world so as to facilitate our
ability to intervene in it. As we intervene, and starting from the most
rudimentary of conceptions, so we modify our views in accordance with
what seems to work. Production, though, always occurs through certain
social relations and they make all the difference to the understandings of
that material practice that we arrive at.1
This sphere that we are deserting, within whose boundaries the sale and
purchase of labour-power goes on, is in fact a very Eden of the innate rights of
man. There alone rule Freedom, Equality, Property and Bentham. Freedom,
because both buyer and seller of a commodity, say of labour-power, are
constrained only by their own free will. They contract as free agents, and the
agreement they come to, is but the form in which they give legal expression
to their common will. Equality, because each enters into relation with the
other, as with a simple owner of commodities, and they exchange equivalent
for equivalent. Property, because each disposes only of what is his own. And
Bentham, because each looks only to himself. The only force that brings
them together and puts them in relation with each other, is the selfishness,
the gain and the private interests of each. Each looks to himself only, and no
one troubles himself about the rest, and just because they do so, do they all, in
accordance with the pre-established harmony of things, or under the auspices
of an all-shrewd providence, work together to their mutual advantage, for the
common weal and in the interest of all.
On leaving this sphere of simple circulation or of exchange of commodities,
which furnishes the “Free-trader Vulgaris” with his views and ideas, and with
the standard by which he judges a society based on capital and wages, we think
we can perceive a change in the physiognomy of our dramatis personae. He,
who before was the money-owner, now strides in front as capitalist; the posses-
sor of labour-power follows as his laborer. The one with an air of importance,
smirking, intent on business; the other, timid and holding back, like one who
is bringing his own hide to market and has nothing to expect but—a hiding.
(Marx 1867/1976: 280)
For, according to Marx, our relations with others under capital are then
experienced as relations between things. For the capitalist the worker
exists only as labor power, for the worker the capitalist exists only as
representative of money capital. Our social relations assume a thing-like
character because of their objectivity and impersonality, as in ‘the effects
of the market’ on our well-being or ‘lack of capital.’ Capitalism separates
but the effect is deceptive. It seemingly fragments social life into so many
different parts that then interact as a matter of what he described as
‘external necessity’:
Only in the eighteenth century, in ‘civil society’, do the various forms of social
connectedness confront the individual as a mere means towards his private
purposes, as external necessity. But the epoch which produces this standpoint,
that of the isolated individual, is also precisely that of the hitherto most devel-
oped social (from this standpoint, general) relations. (Marx 1857–58: 84)
rated from the means of production, but in the process, as we saw in the
double-freedom of labor power, endowed with rights in her own labor
power, and so separated from feudal lord or slave owner. It is on that basis
that capital develops through the socialization of production, deepening
the separation as it goes: not just individual vs society, as in the quote, but,
with the development of the division of labor, ideal vs material and, as we
will see when we come to discuss the state below, political vs economic.
This sense of separation is extraordinarily important. It is not just capital
and labor, and individual and society that become self-sufficient, inter-
acting in atomistic fashion. Rather, it is all aspects of the social process:
discourse, institutions, the division of labor, technology and, yes, geog-
raphy. Think likewise of some of the other binaries that have tormented
social thought, like nature/society, culture/economy and, to bring it closer
to home, place/space.
Through the emancipation of private property from the community, the state
has become a separate entity, beside and outside civil society; but it is nothing
more than the form of organization which the bourgeois necessarily adopt
both for internal and external purposes, for the mutual guarantee of their
property and interests. (Marx and Engels 1846/1978: 79–80)
The state, therefore, underpins that double freedom of labor power that is
the necessary condition for the capitalist mode of production. But as such
it also has to take on responsibilities that private property and the compe-
tition of capitals one with another foreclose. Production depends on the
creation of certain common conditions that go beyond the enforcement
of private property rights. These include facilitating the creation of trans-
portation links, and the shared infrastructure of cities like water supply
and sewerage, through the law of eminent domain. Without that law,
exclusively private rights in property would give the owner the right to
hold out for an extortionate rent in exchange for a right of way, and thus
frustrate the creation of that shared physical infrastructure necessary to
the socialization of production.
A second approach asserts that whoever gets to hold a position in the state
is immaterial; legislators do not have to share their concrete ideological
formation in schools and university with the captains of industry for them
to work in a way congruent with their wishes. Equally irrelevant are, say,
the rules governing the funding of election campaigns (obviously very
variable between one capitalist state and another). Rather, what is central
to making the capitalist state ‘capitalist’ are the structural constraints to
which the state is subject and the fact that it has its own reasons for ensur-
ing that capital accumulation continues to occur. These reasons have to
66 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
do with the sources of the state’s own revenues. The last thing a capitalist
state wants is a slowdown in economic growth since it will erode growth
in its own revenues and therefore its ability to put together policies that
can create winning coalitions at the next election. Likewise, a run on the
currency as a result of a loss of business confidence can increase its burden
of debts as it takes on foreign loans in order to bridge temporary shortfalls
in revenue; or alternatively the rate of interest that foreign banks charge
for funding loans for, say, state investments in public infrastructure, can
increase. And to the extent that there is a crisis of business confidence and
the economy contracts so more people are out of work, fewer find their
standards of living improving, and there is demand for a change at the
next election.
Historically, those freedoms and equalities had to be fought for and they
were fought for in the – now apparent – mistaken belief that it would make
a difference. In all of the advanced capitalist countries, there is a history of
exclusion from the suffrage that only gives way slowly to inclusion of the
adult population as a whole. In Western Europe, a property franchise was
common; a person had to own so much in property before being allowed
to vote. Men were granted the franchise before women. In the USA, and
in the former settler colonies, the indigenous population and people of
color were long excluded from a state that clearly existed only for the
(white) settlers. The great fear, of course, was that if the working class, the
dispossessed, obtained the right to vote, then their class privileges would
‘THE FACTOR(S) OF COHESION’ 67
be at an end. Clearly this did not occur. Democracy has proven perfectly
compatible with the reproduction of the capitalist mode of production.
Therborn sheds some light on this:
One of the main reasons why nineteenth- and early twentieth-century liberals
could deny the compatibility of democracy with private property was their
dread that popular legislatures and municipal bodies would greatly increase
taxation. However, they were disregarding the elasticity and expansive capac-
ity of capitalism. … Rises in productivity make possible a simultaneous
increase of both rates of exploitation and real incomes of the exploited masses.
(1977: 30)
Concern about granting the franchise was not just about the possibility
of punitive taxation of high incomes. It was also that an enfranchised
working class would legislate reforms in labor law that would greatly
enhance their bargaining power with capital and so threaten profitabil-
ity. Therborn points out that these concerns disregarded ‘the elasticity
and expansive capacity of capitalism.’ The reason they ‘disregarded it,’
however, was that those expansive capacities were not yet in evidence.
Notes
1. “The production of ideas, of conceptions, of consciousness, is at first directly
interwoven with the material activity and the material intercourse of men,
the language of real life. Conceiving, thinking, the mental intercourse of
men, appear at this stage as the direct efflux of their material behavior. The
same applies to mental production as expressed in the language of politics,
laws, morality, religion, metaphysics, etc., of a people. Men are the producers
of their conceptions, ideas, etc. – real, active men, as they are conditioned
by a definite development of their productive forces and of the intercourse
corresponding to these …” (Marx and Engels 1848/1998: 47).
2. As in piece-wages, multiplied by the ‘rate’ per object produced.
3. “It took both time and experience before the workers learnt to distinguish
between machinery and its employment by capital, and therefore to transfer
their attacks from the material instruments of production to the form of
society which utilizes those instruments” (Marx 1867/1976: 554–5).
4. “First of all, Wakefield discovered that in the Colonies, property in money,
means of subsistence, machines, and other means of production, does not
as yet stamp a man as a capitalist if there be wanting the correlative – the
wage-worker, the other man who is compelled to sell himself of his own
free will. He discovered that capital is not a thing, but a social relation
between persons, established by the instrumentality of things. Mr. Peel, he
moans, took with him from England to Swan River, West Australia, means
‘THE FACTOR(S) OF COHESION’ 69
Its major rival in human geography has been critical human geography,
the products of which are now commonplace in the field.1 It has radical
pretensions but is ultimately pluralistic in its approach. Explanation tends
to be in terms of the interaction of diverse, more or less independent,
self-sustaining conditions or forces. The contrast is with Marxism, which
privileges the sphere of production and how it permeates, and is sup-
ported, by other facets of social life, including institutions, discourse and,
of course, geography. Critical human geography also has trouble with
transformation and this is because it lacks the concept of contradiction
so central to Marxist understanding. In short, there are good reasons
why Marxism should be the human geographer’s choice when it comes
to social theory.
The remainder of the book is to be read with these claims in mind. Five
chapters follow and each can be taken in a stand-alone way. While there
are connections between some of them, they are not highlighted. Each,
however, represents a continuing and major theme in Marxist writings
about human geography.
Note
1. For a critical review, see Cox (2016).
8 The urbanization of capital
and struggles around the
capitalist city
73
74 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Early on, people talked about an urban question. But it was, and remains,
more fundamentally, a class question. The urban simply intensified
tensions that had their origin at the point of production and in the living
place. This was partly because of the way in which the concentration of
workers allowed a sense of shared interests to emerge. A distinct feature
of the age was the occupational community where people worked in the
same industry, possibly for the same employer, living together, intermar-
rying in a way that promoted a convergence of opinion. In addition, to
the tensions of the workplace were added those of living place anxieties
around rent and eviction.
most firms were owner-operated. This opened up the way for a more
personal approach to counter the impersonality of the workplace. Owners
got to know ‘their’ workers by name and generally treated them as part
of an extended family (Joyce 1980; Huberman 1987). The goal was to
create a degree of personal loyalty to the firm and to negate the hostility
that might surround the wage and conditions of work. A development of
this would then be the model community: a mix of paternalism and the
company town.1 The employer provided sanitary housing, communal
facilities like a library and baths, perhaps outdoor recreational facilities,
but excluded taverns. Libraries were seen as ‘improving’: if educated, the
worker would understand his position and accept it. The tavern or public
house was anathema: for the employer, it meant that the worker was
wasting his money on drink, missing Monday’s work through a hangover
and then demanding an increase in wages to make up the difference.
Capitalism had profound effects on everyday life, not least on its geog-
raphy. In the cities and towns, it radically separated what had once been
more spatially coincidental: instead of getting up in the morning, going
out and checking on the cattle, perhaps milking them in a barn next to the
house, now people ‘went to work’ and ‘came home’ at night. Workplace
76 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
and living place were henceforth radically separate. This was a separation
that would then be deepened by ideas about free time and leisure. Before
capitalism, play and work were more intermingled in their timing. Work
had to be done, but one could schedule breaks as felt. Now, work was pro-
longed and disciplined and only after that were you free to dispose of your
time as you wished: so ‘work time’ vs ‘free time.’ In addition there was
something new that would only slowly acquire a name: ‘the commute.’
And parenthetically we should note here how our categories are rooted
in material practice and the idea of ‘free time’ is a very gendered one.
Capitalism drew on old ideas about gendered divisions of labor, and this
is something to be addressed.
The living place would be the site of a set of seemingly different conflicts,
heightening the mystification of separation. The necessary condition for
them, though, went back to the same source as conflicts in the living place
around conditions of work and wages. Capital’s distributional implica-
tions would feed into living-place conflicts. The most fraught surrounded
the question of housing. Early on, housing was often provided by the
employer. But to the extent that provision could be externalized to a sep-
arate branch of the division of labor – something that in the beginning
would take the form of a landlord class – then the industrial capitalist
preferred to put her money into production. This meant that rent would
be a separate object of conflict as landlords tried to extract as much as
the market would bear, while tenants, squeezed by limits to their wage,
resisted. Housing, its conditions and the rents charged, would become
a major issue for the labor movement, as in demands for rent control and
for the public provision of housing. There would be some amelioration
but it is an issue that refuses to go away: intimately tied up with the con-
tradictions of capitalism, it needs to have its workers housed, but then,
through the activities of those charged in the division of labor with said
provision, it fails. For the tenant, one of the responses to the question of
rent has been to double-up, which has always been a major contributor
to the spread of infection. Early on, the question of public health also
embraced the lack of pure water and sanitary sewers, along with insani-
tary housing. Again, physical well-being as an issue continues but in new
forms, most notably in air pollution; but only ‘most notably.’
by jowl. This has then made social mix a fraught matter, but one with
a long and complex history. The desire for residential separation, realized
in the form of chronic segregation, has morphed over time. In addition
to widespread suspicions of the underclass on the part of the better off,
have been added concerns about schools and the desire to keep those
from poorer home backgrounds out. To some degree, money and its
implications for competitive bidding in the housing market, work to help
the bourgeoisie along with their hangers-on from the better paid strata in
the technical division of labor, to keep ‘them’ at bay. But ‘they’ also want
the neighborhood advantages of the better off: the better schools, distance
from the drug peddlers, the petty thieves who are just as much a problem
for them as for the better off. Social mix is therefore a political issue. Its
fundamental condition, though, is not just material. It is intensified by
the contradiction between social mix and capital’s value system. Capital
accords status and respect to those with money; and if you have it, you
have to display it through appropriate consumption. Accordingly ‘top’
people want to live in ‘top’ neighborhoods, unpolluted by the démunis:
an important stimulus to exclusion, even while the excluders talk loftily
about how apartments and high density homes do not pay their way in
support of local schools; or, better still, how the areas planned in their
midst for public housing are a bad idea because there is no bus provision.
They want exclusion but they are ashamed to admit it: so progress of
a sort.
separates the two in a radical way and then constructs the living place
as a retreat from the point of production: a retreat where one can get
‘closer to nature,’ free from the noise and fumes of traffic. Any attempt to
densify or construct on the last available pieces of land will therefore be
confronted by opposition.2
Silicon Valley is a poster child for all of these effects (Cox 2016b: 20–25):
a rapid expansion of the local economy followed by housing shortages
and rising land prices sensed as a crisis by the IT industry and something
it has tried to mitigate as potential recruits to the labor force struggle to
find housing; and when they do, they push for higher wages to cover the
rents. Meanwhile, some of the smaller local governments have pursued
exclusionary policies: keen to snag the new investments in production
that promise enhanced tax bases, but not so keen on the new housing for
the workers. All is not completely lost. A number of the manufacturers
have reduced their need for labor in Silicon Valley itself by moving the
less demanding aspects of the labor process to smaller towns scattered
throughout the West.3
Transformations
The capitalist city has clearly changed, both in its form and how it
filters and expresses capital’s contradictions. The technical changes,
most notably in mobility, and utterly transformative of urban life, could
hardly have been foreseen, despite capital’s continual push to reduce
its turnover time and the desire of workers for shorter commute times
THE URBANIZATION OF CAPITAL 79
The other big change has been the rise, alongside industrial, commercial
and financial capital, of property capital, remarked on, again, in Chapter
6. It takes more concrete shape in the form of the so-called ‘development
industry,’ hugely complex in its structure, some firms more vertically
integrated than others, but characterized by an underlying logic of prac-
tice which can be summed up in two ways. First, a shift in the balance
between custom building and speculative building where construction
takes place ahead of demand. Custom work has not been eliminated, but
it is now, more often than not, orchestrated by the developers who, among
other things, create and sell lots. But the big office buildings, the shopping
centers, the tract housing developments go ahead, by and large, without
purchase or rental agreements ahead of time. And second, the speculative
element then means that property capital is hugely competitive; not so
80 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Ideological responses
It does not take much imagination to see that one solution would be a dra-
matic redistribution of income. This, though, is to bring us full face with
the contradictory nature of capital: while there can be some redistribution
of income, and some countries are more equal than others, it can only
be within very stringent limits. Not least, it could, through the saving it
would encourage among the less affluent, reduce inequality in wealth and
investments in the stock market and enhanced pensions for all. But that is
to encroach on the separation of immediate producers from the means of
production: what you do not want is a working class that through its stock
market gains or early retirement provisions is less interested in working
on capital’s terms – what it is willing to pay as a wage and its conditions
82 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
The other response in the way people have thought about the city has been
through what one might call ‘the urban ideology’: a dysfunctional geogra-
phy that can be handled by deploying a technical expertise – the planners,
the municipal engineers, the public health officials. This ideology made its
appearance very early on, and led to a romanticization of the countryside
and what had been lost: an anti-urbanism that threads through the think-
ing about model communities at one extreme to fascist ideology at the
other (Cox 2016b: 68–72). Abolishing the big city was never on the cards:
the gains it provided for the socialization of production, capitalist style,
were too much to risk losing. Instead, the effort has been to plan urban
geography by keeping noxious uses away from residential areas; making
sure that people live in sanitary housing by the application of building
and housing codes; by the work of municipal engineers in ensuring
potable water and the evacuation of sewage; and through the oversight
of public health officials. In short, a bureaucratic response that can gain
public approbation because the state is seen, falsely, as a neutral agent
attending to society’s problems and with reference to a supposedly objec-
tive, bias-free knowledge. But, of course, none of this comes remotely
close to the (class) truth, and the property industry has been quick to
mobilize these powers of local government to its purpose: a planning
that complements their own; the extension of water and sewer lines to
their particular developments; pressure to upgrade housing codes and
so enhance demand for their – naturally – upgraded housing; opposing
changes in land use plans that will affect demand for their developments;
and claiming how their shopping center developments will generate
employment without reference to the employment elsewhere that will, as
a result, be reduced.
THE URBANIZATION OF CAPITAL 83
The state
* * *
Notes
1. Examples include Saltaire and Bournville in England and Pullman on what at
the time was the edge of Chicago.
2. The so-called ‘garden grabbing’ case in England is classic. See Cox (2016b:
266–70).
3. Historically, capitalist firms wanted to concentrate workers geographically
whether in the form of a large workplace employing thousands or because of
the advantages of proximity to other firms. This concentration facilitated, in
many ways, the formation of strong labor movements keen to curb capitalist
pretensions. In Flanders, this led to policies of housing and rail subsidies
aimed at keeping the workers in the countryside (De Decker 2008). It is
a contradiction, however, that endures and one that has led to attempts to
move production away from larger concentrations (Clark 1981).
4. For a good discussion, see Mollenkopf (1983: 20–36).
5. For an excellent discussion of the (class) politics of urban renewal, see Marc
Weiss (1980).
6. Intriguingly, cities are not units typically recognized in electoral systems. The
need for approximate equality of populations across voting districts means
that smaller cities are part of larger districts, while big cities are divided up.
7. This, ironically, is an advantage of highly centralized states like France.
Education and police are national responsibilities, but the so-called field
services know that they will get nowhere if they do not cooperate with urban
government and achieve some mutual understanding.
9 Marxism, nature and
human geography
Context
Meanwhile, and outside the field, there were other changes in a wider
public consciousness that would affect its future development. From the
1960s on, the relation to nature as defined thus, started to receive wider
critical attention, as in milestone contributions like Rachel Carson’s
Silent Spring (1962), the Ehrlichs’ The Population Bomb (1968), and
Garrett Hardin’s The Tragedy of the Commons (1968). Anxieties about
air and water pollution became widespread and then an explicit focus of
concern of the US federal government with the formation in 1970 of the
Environmental Protection Agency. In human geography’s radical wing,
which began to take shape in the early 1970s, these concerns would be
85
86 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Labour is, first of all, a process between man and nature, a process by which
man, through his own actions, mediates, regulates and controls the metabolism
between himself and nature. He confronts the materials of nature as a force of
nature. He sets in motion the natural forces which belong to his own body, his
arms, legs, head and hands, in order to appropriate the materials of nature in
a form adapted to his own needs. Through this movement he acts upon exter-
nal nature and changes it, and in this way he simultaneously changes his own
nature. He develops the potentialities slumbering within nature, and subjects
the play of its forces to his own sovereign power. (1867/1976: 283)
just like his skin, his sense organs, which, of course he also reproduces
and develops etc. in the life process, but which are nevertheless presup-
positions of this process of his reproduction …” (1857–58/1973: 485;
emphasis in the original). The advent of capitalism requires the sundering
of this unity. Immediate producers are now separated from the land as
their possession; land as the necessary precondition for their activity
which then mixes with the land to transform that unity without losing
its organic character. Henceforth they confront those natural conditions
as the possession of someone else: as something external to them and to
which they relate contingently depending on, for example, the state of the
labor market and state rules regarding the length of the workday and age
of retirement. Nature becomes a thing, to be confronted on the coal face,
to be manipulated, or to be experienced as the picturesque by a trip into
the countryside. It has become isolated as a force in itself, devoid of those
social relations that make these meanings possible; another of capital’s
separations, therefore, and something ahistoric, as if those who lived in
the Middle Ages enjoyed the English countryside. This has several effects
of an exquisitely ideological character.
‘Natural’ disasters
This was an early focus of political ecology, in part a reaction to common
perceptions, but also to how those understandings were endorsed by
academic research, as in work on the ‘perception of natural hazards’:1 how
did people understand events like floods or storm surges and how did
those understandings affect how they reacted? The repertoire of ‘natural’
disasters was quite limited here but not in the public mind where floods
joined with famines, wildfires, earthquakes, tsunamis and, more recently
of course, new infectious diseases, all widely understood as ‘natural disas-
ters’ or, in the parlance of the insurance industry, ‘acts of God.’
The critique of this idea took early shape in a discussion of the idea of
famines as natural disasters. A series of famines in the West African Sahel
had been so designated, but Michael Watts (1983a: 245–57; 1983b) set
out to show how these were not just a matter of periods of low rainfall
and therefore ‘natural.’ Historically, the social relations of production had
been such as to insure against serious food shortage. French colonialism,
with its taxes indifferent to year-on-year variation in weather conditions,
its insistence on the production of cash crops for sale, and the collapse of
the grain stores put in place by pre-colonial rulers, then exposed peasants
88 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
to food shortage. In other words, famine was far from natural. It was
very closely bound up with production relations and, in this instance, the
attempt to impose the rules of commodity production on peasants.
More generally, there seem to be two major arguments against the natu-
ralness of ‘natural’ disasters. The first is the one that Watts highlighted:
particular social relations of production can make people more or less
vulnerable to climatic shifts, wildfires or floods. The second is that natural
forces are not as natural as one might assume. Once one incorporates
people into our understanding of nature and of environmental change,
then things look different. Deforestation upstream obviously enhances
the likelihood of flooding and of soil erosion. Climate change is increasing
the intensity of hurricanes and of the damage that they cause, but people
are far from innocent with respect to that change, and capitalism and its
embrace of fossil fuels is a major culprit.
Malthusianism
A common line of reasoning when talking about capital’s contradictions
has been what is known as ‘malthusianist.’ One might claim that Thomas
Malthus is at the origin of that, but that is to give him a little too much
credit. In a world where nature in the imagination is sprung loose from its
social relations, it is an almost obvious response to issues of shortage and
scarcity in the world.2 Malthus’s argument was that the rate at which pop-
ulation grows exceeds that at which food resources increase. This relation
would be checked by purposeful intervention into reproduction, as, for
example, through abstinence; or by the effects of famine, war and pesti-
lence. The fact that he recognized the role of purposeful behavior suggests
that his view of the world was not crudely biological. Nevertheless, the
idea of some balance between people and resources has continued to
weigh heavily in understandings of economic history and development.
enced as the sweat, toil and dust of a construction site or the horrors of
a slaughterhouse. In its material expressions and practices it is also some-
thing enabled by the very specific disciplines of capital as a mode of pro-
duction. What ensues with the rise of the capitalist workplace is a rigorous
separation between work time and what will become known as ‘leisure’
time: the day versus the evening; the work week versus the weekend. State
provision for holiday time and retirement age would then broaden out
this demarcation between work time and time outside of work. This has
then allowed for new forms of the commodification of nature.
Ecological Marxism
Since the early 1990s, a new literature has emerged; this in the context,
initially at least, of growing anxieties about the exhaustion of fossil fuels,
most notably oil; and latterly, the very real prospect of global warming.
The emphases vary, some more or less confining themselves to the deple-
tion of ‘resources’ (Altvater 2007; Moore 2012, 2014); and others which
are more all-embracing.4 The essential take-off point is that they focus on
a contradiction between accumulation and nature as we know it; some-
thing already apparent in Marx but which he did not emphasize except
when addressing labor power as a natural force.5
Capital, on the other hand, has its own logics, and these require that
nature be bent to its ways; it is something to be mastered, controlled
and diverted to the production of surplus value. The biotic processes on
which agriculture depends have been a particular frustration since they
tie capital up for a lengthy period of time; whereas capital’s goal is to
maximize the rate at which it circulates through its different phases so
as to mop up more and more surplus labor. The labor power of people
is equally a natural force with its own logics. Unlike a machine, people
are intelligent, sentient beings and these attributes are not left outside
when they enter the place of work. When the capitalist starts replacing
them with machines they will react; unlike, that is, the machines that were
replaced by the new ones.
There are technologies that could mitigate it, most notably the various
‘green’ energies available through harnessing wind, sun, tides and geo-
thermal. There is also talk of carbon sequestration, and not just through
photosynthesis. But adopting them brings us to the qualitatively different
character of this particular contradiction. First, there is the resistance
of the fossil fuel industry and those downstream users, like the power
companies and the automobile industry. This resistance is owing to the
quite massive fixed investments that have been made and which stand
to be devalued to the extent that more climate-friendly energy technol-
ogies take over: not just the extraction installations, therefore, but the
power stations, the pipelines, factories dedicated to producing internal
combustion engines, and even the myriad gas stations. The sprawling,
energy-intensive city has long posed an obstacle to moving to more sus-
tainable urban forms (Walker and Large 1975).
Notes
1. For an incisive critique of this work, see Watts (1983a: 239–42).
2. Compare Harvey: “There is … nothing more ideologically powerful for
capitalist interests to have at hand than unconstrained technological opti-
mism and doctrines of progress ineluctably coupled to a doom-saying
Malthusianism that can conveniently be blamed when, as they invariably do,
things go wrong” (Harvey 1996: 149). For discussion of a more brutal resort
to ‘the laws of nature,’ see Mike Davis (2002) on Late Victorian Holocausts
and the Malthusian reaction of British officials to famine in India.
3. More precisely: Lines Composed a Few Miles above Tintern Abbey, On
Revisiting the Banks of the Wye during a Tour. July 13, 1798.
4. An important contributor has been James O’Connor (1991) and his ‘second
contradiction of capitalism.’ See also Panitch and Leys (2007).
5. Among other quotes, this: “Capitalist production collects the population
together in great centres, and causes the urban population to achieve an
ever-growing preponderance. This has two results. On the one hand it con-
centrates the historical motive force of society; on the other hand, it disturbs
the metabolic interaction between man and the earth, i.e. it prevents the
return to the soil of its constituent elements consumed by man in the form
of food and clothing; hence it hinders the operation of the eternal natural
condition for the lasting fertility of the soil … But by destroying the circum-
stances surrounding that metabolism … it compels its systematic restoration
as a regulative law of social production, and in a form adequate to the full
development of the human race … All progress in capitalist agriculture is
a progress in the art, not only of robbing the worker, but of robbing the soil;
all progress in increasing the fertility of the soil for a given time is a progress
toward ruining the more long-lasting sources of that fertility … Capitalist
production, therefore, only develops the techniques and the degree of com-
bination of the social process of production by simultaneously undermining
the original sources of all wealth—the soil and the worker (Marx 1867/1976:
637–8).
6. Eighty-six percent of all the steel in the world is recycled; copper is about 30
percent and the recycling rate for aluminum in the USA is 65 percent.
7. Though the latter depends on the rates of physical obsolescence which
consign products including those metals in their composition to the scrap
heap.
10 Capitalist geography and
difference
Context
From the 1960s on, there was the beginning of a sea change in how people
in advanced capitalist societies saw themselves and their interests. At
the center of this were a revived women’s movement and the non-racial
movement, spearheaded by people of color. Both targeted what they
believed to be a denial of those rights of equality celebrated first, by cap-
italism through the labor market, and secondly through the state and its
claims to be democratic.
94
CAPITALIST GEOGRAPHY AND DIFFERENCE 95
The dominant left-leaning claim has been to accept the implicit pluralism
of the posts: that class, patriarchy and race are all independent forces
that interact one with another. This has come in a number of different
forms. Those of a critical realist persuasion have argued for patriarchy as
a separate structure of social relations (Foord and Gregson 1986). A more
96 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
An exemplary case is, again, that of the South African gold mining indus-
try.4 At the start, from the development of commercial gold mining in the
country at the beginning of the twentieth century, there had been a racial
division of labor in which whites were the supervisors, controlling the
blasting of rock, and the ones involved in more intricate mine face oper-
ations. Africans occupied the more menial positions of clearing the rock
away and putting it in the wagons to be taken to the surface. Learning by
watching and the invention of a mechanical drill would later mean that
Africans could be substituted into the better paying positions, albeit at
a lower wage, which, of course, was the motivation. This met with violent
resistance from the white labor unions.5 Their revolt was put down, even
more violently, by the government; but the white mining unions then
helped vote in a different one that would legislate job discrimination in
the mines. In short, class compromises have been an obstacle to imple-
menting race and gender discrimination.6
It is also the case that white males have managed to turn an initial job
market advantage into a more enduring one. Higher wages have trans-
lated into advantages for children: the ability to expose children to valued
cultural experiences, the ability to buy into housing in areas with better
schools, even the ability to pay private school fees. These are advantages
denied to the vast majority of black children. A dominant position in
some workplaces then makes it hard for women and blacks to get a foot-
hold as the informality of some job markets can privilege existing workers
in the recruitment process.
of something else? I want to suggest that it is the latter and that racial and
patriarchal constructions, not to say denigrations, are a mere means to
something quite different. Rather, what is being pursued are those things
most valued in a capitalist society: wage labor vs non-wage, employment
vs unemployment, salaries vs wages, and the bigger the better, and control
of how money will be spent. These are an object of struggle. Old concep-
tions of difference are drawn on, some of long standing, like gender, some
more recent as in ones about race that arrived with empire; or new ones
are constructed, in order to structure labor markets to the advantage of
white native men, like citizen vs immigrant status. The goal is to monop-
olize wage labor, earnings and employment: a struggle that tips over into
the living place and attempts to ensure that privilege gets reproduced
as in the advantages enjoyed by the children from better-off homes,
most obviously in the case of race; but also through the way in which
discourses about gender and race become ‘common sense’ and inflect the
differentiated behavior of teachers towards their pupils and the content of
children’s books.7 In short, the subordination of working-class people to
capitalist ideology is fundamental to understanding the production and
reproduction of difference. And once it is in place, capitalists will take
advantage of it in pursuit of surplus value.
This is not a complete answer, since once the mechanisms and concep-
tions of difference are in place, forces of a cumulative nature enter in, but
it is the most fundamental piece of the puzzle. The struggle for status on
capitalist terms divides people, and the parts assume, literally, ‘lives of
their own’ and an uneasy compromise papered over by a sub-culture of
resistance. The gender divisions of England prior to the 1960s, referred
to earlier, were a way of life, reflected in media representations and
gendered hierarchies.8 More recently the significance of a masculinist
culture, based on gender stereotypes, has become evident: there have
been notorious instances of this in American police and fire service
stations. The same applies to racial segregation; the same hierarchies,
representations and, on the side of African Americans, one has to assume,
a dull resistance expressed in a humor in which whites serve as targets,
and a counter-culture that says ‘to hell with you people.’ These arguments
become particularly powerful when one steps away from the standard
fare of difference discourse. National difference, sometimes cemented by
notions of hierarchy as a relic of empire, is a case in point. The ‘foreigners’
are a threat because they intrude on a way life with one that can be radi-
CAPITALIST GEOGRAPHY AND DIFFERENCE 99
cally different; a situation very similar to that of the police and the firemen
who want to protect a masculinist culture that they find comforting.
Geographies of emancipation
both the USA and in Western Europe are, on average, in a much better
position both materially and in acceptance as equals, than say, 50 years
ago. So what has to happen? The good news is that once it happens, there
is no going back. The bad news is that contingent conditions are highly
significant. I draw on the case of gender to illustrate these points.
The result has been a quite massive growth in female wage employment as
a fraction of the total. The passage of money into female hands has then
revolutionized domestic relations: a degree of economic independence
CAPITALIST GEOGRAPHY AND DIFFERENCE 101
There is, though, something about this discussion that is misleading – the
emancipation of women from whom? Presumably the dominance of
men and their accession to Marx’s happy hunting ground (for capital)
of ‘Freedom, Equality, Property and Bentham’ (1867/1976: 280). It is an
indifference to ‘difference’ on capital’s terms and not that of the working
class taken in its entirety. Men as a whole do not celebrate this sort of
female emancipation since it deprives them of some of their privileges.
The working class remains divided, still unable to realize its interest as
a class exploited by capital as a whole, and an exploitation that will con-
tinue, including by the exploitation of difference, until it is overthrown.
102 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
From this limited point of view, the case just discussed might seem to
suggest that capital’s structural logic of indifference to gender, race and so
on can work, even while it might be slow. Likewise, there is no disputing
that the position of African Americans, while still leaving a great deal to
be desired, has improved relative to whites since the middle of the twen-
tieth century. We should, nevertheless, be careful in drawing conclusions
from this about the possibility of a difference-less world. It is not just
that social stratification is not going to go away since capital’s own logics
demand it. It is also that even while some differences can be flattened,
new ones are going to appear. The structural position of the working
class, the dominance of capitalist values, and the diversification of the
working class in terms of the technical division of labor require it. Some
have to be subordinated, discriminated against, so that others can retain
a modest position in the capitalist pecking order or even improve on it.
In England, before the Indians, Pakistanis and West Indians arrived in
the 1950s, it was the Irish who were the outcasts. And before that, manual
laborers were regarded as a race apart, possibly inheriting their supposed
improvidence, drunkenness and ignorance over generations. In apartheid
South Africa, the more urbanized African held their rural counterpart in
contempt; something overlooked by more conventional understandings
of that regime. Post-apartheid, it is refugees from the rest of Africa who
are the threat.
One has to be impressed by the way in which old differences can sud-
denly acquire an enhanced significance. Capitalist urbanization has been
a particular site for this sort of formation. The way in which later arrivals
in the city are superposed on earlier ones has been reproduced many
times, often producing a sharp politics of difference that has then been the
foundation for changes in state form. There are some quite remarkable
parallels between the nationalisms of the Quebecois and the Afrikaners
of South Africa (Cox 2002: 195–203): an anglophone urban population
in the major cities, notably Montreal and Johannesburg; a backward
countryside of French-speaking and Afrikaans-speaking peoples who had
been there long before; and then an urban migration which puts them at
the bottom of the ladder, confronting an occupational structure in which
the linguistically alien are predominant. Organization around ‘difference’
CAPITALIST GEOGRAPHY AND DIFFERENCE 103
was, in both instances, the way chosen to usurp those in the working class
above them, and achieve the dominant capitalist values.
Notes
1. See Cox (2014: 102–15).
2. Women were still being formally excluded from British pubs as late as the
1980s. Where they were allowed in, they were expected to sit in the snug
room, separated off from the tap room, which was for men only, supposedly
to protect their more delicate sensibilities from the boorish behavior of men
together, spitting into the sawdust trench on the floor that paralleled the bar
itself.
3. See Jeffery (2017) for an extended discussion of Liverpool Toryism.
4. See Luli Callinicos (1981) for an excellent discussion.
5. The Rand Revolt of 1922. Intriguingly one of the miners’ slogans was
‘Workers of the world, unite and fight for a white South Africa.’
6. Another compelling case is recounted by Cynthia Cockburn in Brothers
(1983).
7. Nancy Fraser (2000) has come close to this thesis, arguing for the replace-
ment of identity-based conceptions of recognition with one that is
more status-based, and responding to what she describes as ‘institutional
subordination.’
8. It was perfectly fine for a woman to be the headmistress or principal of
an elementary or primary school but not of a secondary school. Likewise,
there might be room for a female mayor but not a female Prime Minister or
President, to put the divisions at their starkest.
11 Geographies of uneven
development
Introduction
While we can agree that capitalist development, at least at the level of use
values, means the development of the productive forces, it is also resistant
to easy definition because of the way geography is engaged with in that
process: something quite different from the transfer of value from centers
104
GEOGRAPHIES OF UNEVEN DEVELOPMENT 105
The second globalization is the one which took off in the late 1970s
and is now, very possibly, on the verge of petering out. An important
distinguishing feature has been the development of spatial divisions of
labor of the second sort – clone and parts-process divisions, in various
sorts of combinations – spanning the globe and taking in, at any one
time, both more developed and less developed countries in relations of
corporate ownership or sub-contracting. Examples are well-known and
include something like Nike, which has its headquarters and research and
development function in Beaverton, Oregon, in the Portland suburbs, but
whose manufacturing is done almost entirely at plants in East Asia; or the
way in which corporations have off-shored some of their more standard-
ized office work to locations in India (for English-language firms) and to
Morocco (for the French). But the examples are legion and have been the
object of considerable research.
GEOGRAPHIES OF UNEVEN DEVELOPMENT 107
Geographic specialization of the first type endures, but often now overlain
by that of the second, in fact adopting some of its logics as firms come to
produce at numerous different locations: coal companies with their head-
quarters in some major American city, owning mines around the country;
or the sub-contracting relations between the big meat companies and the
cattle and hog suppliers, often clustered close together in proximity to the
meat packing plants; but again, the headquarter office is likely to be else-
where, away from all the unseemliness of the production line. Likewise,
on a global level, one spatial division of labor overlaps another: Malaysia
is home to production sites for firms based in the United Kingdom and
the USA, but its function as a producer of rubber and tin, inherited from
the first globalization, endures.
A more recent example involves the big US retail chains that source from
less developed countries, most notably China: their buying power is
immense, based as it is in a huge retail market and they can use this power
to play off one sub-contractor against another, which then means a wage
squeeze for the worker (Heintz 2006). The surplus value that is pumped
out is then enhanced by the fact that the value of labor power in less devel-
oped parts of the world is that much lower, while the retail chains can sell
them at the price prevailing in Western Europe or the USA.3 Importantly,
this sort of exploitation does not involve any increase in the mass of
GEOGRAPHIES OF UNEVEN DEVELOPMENT 109
The same sorts of relations occur within the countries of the more devel-
oped world, not to mention across multinational organizations like the
EU, particularly since the accession of the former communist states of
Eastern Europe, but in a quite bewildering diversity of ways. This takes
us back to the relation between branch plants, particularly those that for
a variety of reasons, can pay low wages – lower skills or a more feminized,
even immigrant workforce (compare Mitter 1986), for example – and
firm headquarters; but also between sub-contractors, often in sectors that
are relatively easy to enter, like clothing and so highly competitive, and
the retail chains (Rainnie 1984). This is a story that has then repeated itself
across the EU as the big corporations of the more developed Western
European members hive off their production to the lower wage coun-
tries of Eastern Europe. How otherwise to explain the rise of Slovakia as
a major country for auto assembly?
In other words, there is a drain of value away from those places where the
branch plants or sub-contractors are located to elsewhere. It is important
to recognize what is going on here. The language of unequal exchange
represents the process as a territorial one, but obviously, that is merely
coincidental. Geography helps in facilitating the process of value transfer
but it is a transfer from the working class to a managerial class and the
shareholders. Lower value labor power means that wages can be held
down, while the product is sold at its social value, undercutting firms
caught on the wrong foot in this process of dispersing the production
function. The more skilled branch plant activity is less subject to this
sort of value skimming since the computer programmers, the polyvalent
maintenance workers, even the line workers, have abilities that are harder
to replace.
national stock markets is for the most part sold to nationals. Track them
down and you’ll find them bidding up housing prices in places like La
Jolla CA and Naples FL.
His point was that capitalist production relations are the motor of devel-
opment as we know it. Through the pressures of the working class they
are the necessary condition for a competition among capitalists whose
result is the socialization of production: the development of the division
of labor, the exploitation of means of production in common, all with
a view to constant capital in the form of instruments and objects of labor,
soaking up more surplus labor which can be thrown back into production
on an expanding scale. According to Marx, however, it started in the
English countryside with the revolutionization of the productive forces in
agriculture (1867/1976: Part 8). The separation of immediate producers
from the means of production and reuniting them through money wealth
inaugurated capitalist development on the land. Tenant farmers commit-
ted to paying rent, had to produce for the market. This, in the context of
competition with others, provided the incentive for increasing the pro-
ductivity of their workers. Fewer were needed and this created a pool of
labor power for industry; meanwhile, increasing agricultural production
meant that industrial workers could be fed. The accumulation of wealth
in the countryside then created a home market for industrial capital. As
Charles Post (1982) later affirmed, the course of development in much of
the USA outside the South, would be very similar: farmers might own the
GEOGRAPHIES OF UNEVEN DEVELOPMENT 111
land, but it had been purchased with a mortgage, which again meant that
they had to sell; the same cycle of increased agricultural productivity as
the basis for industrial development would repeat itself, albeit with labor
power supplemented by immigrants who had been subject to disposses-
sion elsewhere. On the other hand, and as Marx himself pointed out in
his discussion of the unfortunate Mr Peel,4 where capitalist production
relations do not apply or are present in only a partial form, then develop-
ment is going to be retarded. And indeed there are large parts of the world
that still fit that category. This was the basis for Weeks’s idea of uneven
development of the primary sort.
Primary
Sub-Saharan Africa is an important example of a case where capitalist
production relations apply in only the patchiest manner. Over large parts
of the sub-continent, with the exception of parts of Southern Africa, most
notably South Africa, land is not privately held. Access to land is the
prerogative of the tribe and granted by a chief to males on marriage. This
has been an obstacle to the development of the productive forces (Cox
and Negi 2010). Even if they wanted to, those who occupy land cannot
obtain credit to develop it since the land is not private property and so
cannot be offered as collateral for a loan. And even if through saving
and reinvestment, a peasant manages to develop the land to which he
enjoys access, there is no way in which he can drive others out of farming
through his ability to undercut them on the market, and so buy them
out and take advantage of economies of scale. The point is that the sort
of security offered by tribal tenure implies no need to produce for sale.
There is an incentive, but it is primarily through the need to pay state
taxes, and those who occupy the land cannot be deprived of it. As a result,
farming for subsistence is still important. Development of the productive
forces is retarded: immediate producers are not released for wage work in
industry, and the division of labor, along with the home market, develops
very slowly. In short, that socialization of production on which capitalist
development depends, struggles to take off. In other cases, land might be
private, but the immediate producers have been secure in their access to
land, while having limited incentive to develop it. Such was the case with
the minifundios of Latin America (Feder 1971) or the share cropping and
labor tenancy that was characteristic of much of South Africa until the
1970s (Morris 1980).
112 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Secondary
According to Weeks, uneven development of the secondary sort is
what characterizes those parts of the world where capitalist production
relations have been generalized. What produces it, and as its contours
shift, what Storper and Walker (1989) referred to as ‘capital’s inconstant
GEOGRAPHIES OF UNEVEN DEVELOPMENT 113
Countries
It is also the case that countries differ in their patterns of uneven devel-
opment. There is more than a suggestion that the economic geography
of the United States is much more dynamic, more ‘inconstant,’ than that
of the West European countries.9 Not only does the center of gravity of
American urbanization shift to a degree that finds no peer in Western
Europe or even Canada or Australia, as the frontier of urbanization shifts,
so the newer, growing cities expand at impressive rates. In part it is a func-
tion of historically inherited patterns of urbanization.
works and later, freeways and airline connections. The USA was always
different. No city has ever dominated to the degree of London or Paris.
New York was big but has now been overtaken by Los Angeles, while
Chicago still remains dominant. Meanwhile an earlier set of major cities
in the old Manufacturing Belt has been overtaken by upstarts like Atlanta,
Dallas, Denver, Miami and Seattle. Partly this has been a matter of the
sheer size of the USA and the way in which, despite the aridity of large
parts of the country, the population is so dispersed; no one city could
provide the functions of a London or a Paris to the rest of the country.
This in turn, though, has had implications for the rapidity of change in
the various space economies. London and Paris have always been an over-
whelming point of attraction for new investments, like those of the 1930s
in the new consumer goods industries, including household goods and
automobile production,10 simply in virtue of first, the consumer market
that they themselves provided; and second, because they sat at the very
center of national distribution networks. In the USA it has been different.
The geography of investment opportunities, of possibilities of new growth
industries taking root and establishing themselves, has been more even.
Furthermore, the size of the country’s home market offers a scope for
economies of scale that promise explosive growth.
Features of the American state have then clicked in to give an extra push
to this dispersing impetus. At the heart of this is its extreme decentraliza-
tion: a radical federalism allied to the delegation of powers and responsi-
bilities, by the states, to local governments. Three particular expressions
of this seem apposite. The first is a history of banking regulation designed
to limit tendencies to the centralization of ownership and so monopoly.
This goes back to the reforms of the Progressive era and the introduction
of limits to bank branching across state lines and in many cases, across
county lines. Since the 1970s, these restrictions have been progressively
dismantled, but what it meant was an enhanced interest on the part of
banks, particularly where there were limits to inter-county banking, to
promoting local growth. There they could monopolize local savings –
something interestingly overlooked by the Progressives – but they needed
outlets for loans. This was never the case in the West European countries
where, aside from Germany with its Bank deutscher Länder, banking
tends now to be concentrated among a few, with virtually country-wide
branching.
116 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Globalization
The conditions of uneven development have then played out over suc-
cessively larger spaces of accumulation. In talking about the emergence
of national and then global space economies, there has been a tendency
to emphasize the cheapening of long-distance transport: a succession of
innovations stretching from the canal, through the railroad and steam
ship to the container and air transport. This is to oversimplify. Monies
have been revolutionized in their spatial reach. The creation of state
monopolies in the supply of money displaced local banks that showed
alarming tendencies to run short of it when depositors came to withdraw.
The growth of international trade would then generate a demand for
world money and the gold standard would be its first incarnation. Since
the abolition of the modified gold standard in the early 1970s, the dollar
has performed the necessary lubricating function. The other condition
that tends to be overlooked is the law of property and contract. Without
some uniformity, and one solicitous of capitalist interests, foreign direct
investment and the international loans that give continuity to exchange
in difficult times would be greatly reduced. Competition for inward
investment reproduces these arrangements: property and contract law as
an important aspect of what has come to be known as ‘business climate.’
* * *
Notes
1. See Gordon Clark (1981).
2. Ibid.
3. This is to discuss the question of unequal exchange without reference to
Emmanuel’s (1972) contentious work. For a rebuttal but a restatement that
succeeds in showing the empirical fact of unequal exchange, see Foot and
Webber (1983).
4. See note 5 in Chapter 7.
5. More inconstant in some cases than in others. See Cox (2018; 2019).
6. The area anchored by Leeds and Liverpool in the north, stretching through
the English Midlands, to southeast England. See Fawcett (1932).
7. Argentina, Chile and Uruguay.
8. See Cox (2018) on the case of the USA.
9. See my blogs on Unfashionable Geographies: ‘The Dynamics of Uneven
Development and the American Exception’ (https://kevinrcox.wordpress
.com/2019/05/29/the-dynamics-of-uneven-development-and-the-american
-exception/), and ‘Uneven Urbanizations’ (https:// kevinrcox .wordpress
.com/2018/03/30/uneven-urbanizations/).
120 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
10. Paris more than London, since it had both Citroen and Renault; but the
London area included Ford at Dagenham and the new Morris motor works
was only 60 miles away at Oxford.
11. With the exception of Colorado and New Mexico.
12. Alice Amsden wrote compellingly on the South Korean case; see, for
example, Amsden (1990).
12 The geopolitics of
capitalism
Context
121
122 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
be over the longer term. The state is important in this but so, too, are the
circumstances of particular industries. The changing balance between
capital of a fixed sort and that which circulates, discussed in Chapter 6,
means that capital can be under pressure to avoid lengthy strikes: equip-
ment cannot stand idle when there are big loans to pay off. A case in point
is the automobile industry, and this can set a pattern for its penumbra of
suppliers who, unless they can manage their own labor disputes, stand to
lose orders.
small town economic bases everywhere as their branch plants have moved
to the likes of Mexico, Eastern Europe and East Asia.
This has been the occasion for a seemingly new politics of location:
attempts to restructure local and regional economies and struggles
over state policy. The most dramatic expressions of these tensions have
been first, the election to the US Presidency of Donald Trump, on the
basis of a populist program of Make America Great Again, targeted at
what have been dubbed the ‘left behinds’ of small towns bereft of their
branch plant employment, and at rust belt populations still reeling from
the closure of steel mills, relocations of manufacturing to the American
South and a changing geography of automobile production, largely under
sponsorship of the Japanese transnationals (Mair et al. 1988). And then,
second, in the same year of 2016, the decision of the British electorate,
by a small margin, to quit the European Union: again, strong ‘leave’ sen-
timent across the rust belts of Northern England, but echoed by similar
sentiments in France, with a very similar geography, and support for the
EU-averse National Front.1
expense may yet to be amortized. These connections are not all obvious.
It is not just the workers who have to worry about their mortgages but the
banks too. The closure of a major employer ripples throughout the local
economy: workers have trouble paying their bills, including their taxes;
the auto dealers will be down in the dumps; the local construction indus-
try will slow down; the firms that serviced the now closed-down plant
have to chase new contracts that will be hard to find. Nobody wants to
buy property there, so values go down. All capital investments are highly
speculative. A lot can go wrong between assuming the debt and paying it
down, and it often does.
That is far from all. Again, and as we saw, the socialization of production
requires a tissue of social relations between the different agents: between
the banks and other businesses, between employers and workforces,
between one worker and another, between firms comprising the same
division of labor – component suppliers, repair services. This is a struc-
ture of social relations important to the flow of value through an area and
hard to reconstitute somewhere else, where profitability and employment
opportunities might be more attractive. Relocation is costly in terms
of the time it takes to build up comparable relations. Businesses have
long-standing connections with banks: relations of trust that take time to
develop. The majority of workers depend for their employment on word
of mouth passed on by friends and relatives: hard to replicate that in some
new place where you do not know anybody.
The contradiction is one shared by capital and labor, which is the reason
that contesting the inconstant geography of capital is so often through
various forms of class alliance: businesses joining with workers in calling
THE GEOPOLITICS OF CAPITALISM 127
for regulatory relief that will, as the saying goes, ‘level the playing field’
with those upstart johnnies elsewhere; or coming together behind efforts
to replace the leading industries that have been lost: trying to convert
Detroit into the next Silicon Valley, or for some small town in the
Midwest, attracting in an Amazon distribution center or a corporation’s
call center to replace the branch plant that has upped and left for China.
inconstant geography is just as real for not being realized but kept at bay.
As in the accumulation process of the individual firm, the capitalist does
not wait for the bankruptcy lawyers to come knocking at the door but
takes steps to avoid it. Wider spaces of accumulation, rather, are to be
structured to the advantage of a particular country or region. Urban pol-
itics in the USA has long been dominated by developers keen to promote
the growth of ‘our’ city, but they form coalitions with local governments
anxious about the property taxes that they might lose if a shopping center
goes elsewhere; and with residents who will support the ‘right sort of
development’ – something of which the developers are keenly aware.
It can also be that these sorts of, seemingly territorial, struggle spill over
into ones around the territorial structure of the state. The rest of England
is unlikely to break away from London and the Southeast, but uneven
development across the regions has stoked the fires of independence
movements in Scotland and in Wales. Scottish business has long railed
about British interest rate policy: inflationary pressures in London and
the Southeast prompt the Bank of England, the British central bank, to
raise interest rates, even while there are no such pressures in Scotland.
These sorts of anxiety are particularly strong among smaller businesses
which are more regionally concentrated in their activities. In Italy, on the
other hand, it has been interests in the wealthier, more industrial North
of the country which have taken the lead in a move to create an entirely
new state. The view has been that the Italian government has long acted
as an intermediary to transfer ‘their’ taxes to support through various
transfers, people in the South. Growth in the North is being held back, it is
claimed, by a Southern population, cross-cutting the classes, long viewed
as somehow lacking: one territorially based population against another,
therefore, with class interests barely getting a look in (Cox 2002: 21–4).
polarization, the territorial seductions common in the USA have been less
in evidence, at least at more local levels. Which brings us to the history
behind all this.
There are two related dramas. The first played out internationally. From
the standpoint of class struggle on a global scale, the First World War
had been a surprise. There had been copious evidence prior to that, that
the ruling classes of the world should pay attention to the revolutionary
demands of a significant part of the labor movement.6 The fact that
Germans, Brits and French so happily went to the trenches suggested that
the worry had been premature. The Russian Revolution of 1917 would
then be a wakeup call, and the alarm bells would go on ringing into the
1920s with the abortive revolutions in Germany and Hungary and a more
general labor unrest that would reach a peak in that decade; a high point
never repeated (see Silver 2004: Figure 1).
This is not to argue that the Second World War was not also about global
hegemony: not just countering the threat of Germany and Japan to the
USA’s ambitions but also the USA putting a nail in the coffin of the
British Empire through the way it negotiated its war aid deals: no shared
anglophone sentimentality there! Germany led the charge against the
USSR but Britain and the USA were fine with that; it was the long-term
implications of German victory for domination of the global economy,
and therefore the implications for the US business classes that worried
the Americans.
Once the war was over, the struggle against the working classes of the
world would continue in the form of the Cold War: the attempt to push
back what would come to be called the ‘evil empire’ and save capitalism
for the world. Countries like Cuba, El Salvador and Nicaragua, and those
of Southern Africa, would now be accorded heightened importance in
geopolitical calculations. Why capitalism prevailed in this particular
struggle, aside from the huge advantage in material resources that it
was able to deploy, is complicated, but we can get a better sense of what
happened by focusing on how the struggle unfolded within individual
countries.
This would then play a role in the fragmentation of the working class into
so many unanchored individuals: customers of the political parties rather
than participants in their respective politics. The slow disintegration of
the classic sites of the labor movement in exclusively working-class com-
munities, the fragmentation of (loosely) extended families (Cox 2020)
and the corresponding emergence of what Habermas (1973: 77) would
call ‘familial-vocational privatism’ would be further nails in the coffin.
Globalization would be the coup de grâce, bringing de-industrialization
in its wake and the collapse of the ‘evil empire’ (Clarke 1990a). The labor
movement everywhere is in tatters and this despite the huge disparities in
wealth that ruling classes have been able to establish: a return to condi-
tions not seen since before the Second World War (Harvey 2007: 16–17)
and reflected in a geography which, judging from the election of Trump
and Brexit, has facilitated a territorialization of politics entrenching ruling
classes further.
This is, one might argue, a very West-centric view, but this is how it
played out, because outside of the heartlands of global capitalism one
encounters social formations of a quite different nature, as John Weeks
(2001) urged when referring to uneven development of the primary
sort: the difference between social formations of a more purely capitalist
nature, and social formations which retain strong pre-capitalist elements,
where capitalist development has struggled to take off. If it does not take
off, then the sort of class relations that one associates with the capitalist
world are not going to be apparent: no struggle for democratic rights,
therefore, and state forms that are scarcely capitalist (Cox and Negi 2010).
Anxieties about communism in Southern Africa and Central America
in the later stages of the Cold War were always overblown and, in one
sense, revealed a Eurocentricity of which others have complained in
a quite different context in arguments about the politics of difference:
so-called post-colonialism (Cox 2014: 111–15). The assumption was that
in post-colonial Angola, Mozambique, Nicaragua, Guatemala, and so
forth, you could count on a serious working-class challenge. Given social
relations there, with their strong pre-capitalist forms or at least residues,
that was always an absurd assumption, one verified by the superficial
nature of the communist regimes that emerged and which were inev-
itably short-lived. But Eurocentricity lives on. The assumption now is
one of ‘failed states,’ which is to attribute to those countries to which the
sobriquet is applied a particular state norm: that of a capitalist state. The
problem is that they cannot be regarded as such, because respective social
134 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
formations are scarcely capitalist to begin with. But the easy stigmatiza-
tion continues and is absorbed into a new (geo)politics of difference.
Notes
1. See Cox (2016c).
2. In the urban and regional development literature, this was an idea that
surged to the fore in the 1980s, as in the British localities project (Cooke
1989). See also Clark et al. (1992).
3. Every country needs dollars, since, as a result of the size and diversity of the
American economy, it is likely that they will need to trade with the USA for
at least something. See McKinnon (2001).
4. How this gets expressed at the national level is often a matter of the balance
of taxes sent to the central government and how money in various forms gets
distributed across regions or, in the USA, states (Massey 2007; Cox 2016b:
11–12). In the metropolitan areas of the United States, a common complaint
from revenue-stretched central cities is that suburbanites make use of city
services without contributing to their financial support.
5. As it happens, a naïve idea given capital’s contradictions and the imperatives
to expand outside a home base.
6. See, for example, Suzanne Berger’s (2013) discussion of the French labor
movement during the first globalization.
7. The supposed high point of this engagement would be the postwar welfare
state, but, as Myrdal (1960: Chapter 9) reminded people at that time, its
national character tended to foreclose a more equal development across
countries and the liberation of the working class on an international level.
Afterword
Marx is a challenge because his view of the world is so alien to that which
is the received wisdom in capitalist societies and how that wisdom reflects
and reinforces dominant practices. This is true not just of the lay world
but also of the academic one, and not least in human geography. After
an initial burst of enthusiasm in the 1970s, for most human geographers
Marxism has become a curiosity; something that fascinates like some-
thing mildly titillating but which makes no lasting impression. When
he speaks at the geographers’ academic conferences, the attendance for
David Harvey will typically be standing-room only; but after that, not
much happens, or if any lessons are learnt, they are rather superficial
ones. Human geography is still waiting for that revolution in thought that
seemed to be the promise of the 1970s.
Beyond providing some initial enlightenment, my aim has been to get the
reader to the point where they can engage with some of the rich literature
that is Marxism in human geography. David Harvey’s contributions
are to the fore here. I would suggest The Enigma of Capital as a useful
135
136 ADVANCED INTRODUCTION TO MARXISM AND HUMAN GEOGRAPHY
Marx’s work and that of those who have drawn on his ideas, sheds an
entirely new light on the world. It is a light on the world as a totality,
unrelenting in its sheer scope and intellectually exciting. It is a world to be
rediscovered therefore, and not least, a human geography.
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Index
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INDEX 145