Darwin: Are the races of man separate species or merely separate subspecies?

Charles Darwin's promotion to secular sainthood over the last generation (combined with his cousin Francis Galton's demonization) adds interest and irony to reading Darwin. For example, below is an extract from his 1871 bestseller The Descent of Man on whether human races should be considered separate species or merely separate subspecies.

An unanticipated consequence of the 1973 Endangered Species Act is that the epistemological obscurity and metaphysical fuzziness at the heart of the concept of the word "species" turns out to have billion dollar consequences. Vast legal-scientific-development battles are fought over whether the California gnatcatcher and the Baja gnatcatcher are separate species or merely subspecies. Is the San Fernando Valley spineflower a different species or not from the San Bernardino spineflower?

These convoluted inquiries were anticipated in The Descent of Man. Darwin himself ultimately viewed human races as separate subspecies, but it took him a lot of arguing with himself to get there:

We will first consider the arguments which may be advanced in favour of classing the races of man as distinct species, and then the arguments on the other side. If a naturalist, who had never before seen a Negro, Hottentot, Australian, or Mongolian, were to compare them, he would at once perceive that they differed in a multitude of characters, some of slight and some of considerable importance. On enquiry he would find that they were adapted to live under widely different climates, and that they differed somewhat in bodily constitution and mental disposition. If he were then told that hundreds of similar specimens could be brought from the same countries, he would assuredly declare that they were as good species as many to which he had been in the habit of affixing specific names. This conclusion would be greatly strengthened as soon as he had ascertained that these forms had all retained the same character for many centuries; and that negroes, apparently identical with existing negroes, had lived at least 4000 years ago.* He would also hear, on the authority of an excellent observer, Dr. Lund,*(2) that the human skulls found in the caves of Brazil entombed with many extinct mammals, belonged to the same type as that now prevailing throughout the American continent. 

  Our naturalist would then perhaps turn to geographical distribution, and he would probably declare that those forms must be distinct species, which differ not only in appearance, but are fitted for hot, as well as damp or dry countries, and for the arctic regions. He might appeal to the fact that no species in the group next to man- namely, the Quadrumana, can resist a low temperature, or any considerable change of climate; and that the species which come nearest to man have never been reared to maturity, even under the temperate climate of Europe. He would be deeply impressed with the fact, first noticed by Agassiz,* that the different races of man are distributed over the world in the same zoological provinces, as those inhabited by undoubtedly distinct species and genera of mammals. This is manifestly the case with the Australian, Mongolian, and Negro races of man; in a less well-marked manner with the Hottentots; but plainly with the Papuans and Malays, who are separated, as Mr. Wallace has shewn, by nearly the same line which divides the great Malayan and Australian zoological provinces. The aborigines of America range throughout the continent; and this at first appears opposed to the above rule, for most of the productions of the Southern and Northern halves differ widely: yet some few living forms, as the opossum, range from the one into the other, as did formerly some of the gigantic Edentata. The Esquimaux, like other arctic animals, extend round the whole polar regions. It should be observed that the amount of difference between the mammals of the several zoological provinces does not correspond with the degree of separation between the latter; so that it can hardly be considered as an anomaly that the Negro differs more, and the American much less from the other races of man, than do the mammals of the African and American continents from the mammals of the other provinces. Man, it may be added, does not appear to have aboriginally inhabited any oceanic island; and in this respect, he resembles the other members of his class. ... 

  Our supposed naturalist having proceeded thus far in his investigation, would next enquire whether the races of men, when crossed, were in any degree sterile. He might consult the work* of Professor Broca, a cautious and philosophical observer, and in this he would find good evidence that some races were quite fertile together, but evidence of an opposite nature in regard to other races. Thus it has been asserted that the native women of Australia and Tasmania rarely produce children to European men; the evidence, however, on this head has now been shewn to be almost valueless. The half-castes are killed by the pure blacks: and an account has lately been published of eleven half-caste youths murdered and burnt at the same time, whose remains were found by the police.*(2) Again, it has often been said that when mulattoes intermarry, they produce few children; on the other hand, Dr. Bachman, of Charleston,*(3) positively asserts that he has known mulatto families which have intermarried for several generations, and have continued on an average as fertile as either pure whites or pure blacks. Enquiries formerly made by Sir C. Lyell on this subject led him, as he informs me, to the same conclusion.*(4) In the United States the census for the year 1854 included, according to Dr. Bachman, 405,751 mulattoes; and this number, considering all the circumstances of the case, seems small; but it may partly be accounted for by the degraded and anomalous position of the class, and by the profligacy of the women. A certain amount of absorption of mulattoes into negroes must always be in progress; and this would lead to an apparent diminution of the former. The inferior vitality of mulattoes is spoken of in a trustworthy work*(5) as a well-known phenomenon; and this, although a different consideration from their lessened fertility, may perhaps be advanced as a proof of the specific distinctness of the parent races. No doubt both animal and vegetable hybrids, when produced from extremely distinct species, are liable to premature death; but the parents of mulattoes cannot be put under the category of extremely distinct species. The common mule, so notorious for long life and vigour, and yet so sterile, shews how little necessary connection there is in hybrids between lessened fertility and vitality; other analogous cases could be cited. 

  *(4) Dr. Rohlfs writes to me that he found the mixed races in the Great Sahara, derived from Arabs, Berbers, and Negroes of three tribes, extraordinarily fertile. On the other hand, Mr. Winwood Reade informs me that the Negroes on the Gold Coast, though admiring white men and mulattoes, have a maxim that mulattoes should not intermarry, as the children are few and sickly. This belief, as Mr. Reade remarks, deserves attention, as white men have visited and resided on the Gold Coast for four hundred years, so that the natives have had ample time to gain knowledge through experience.

This observation by West Africans may have had something to do with malaria defenses. British military personnel assigned to West Africa in the early 19th Century died like flies from disease. Their life expectancy was something like two years. In contrast, their life expectancy in New Zealand was longer than back home.

  Even if it should hereafter be proved that all the races of men were perfectly fertile together, he who was inclined from other reasons to rank them as distinct species, might with justice argue that fertility and sterility are not safe criterions of specific distinctness. We know that these qualities are easily affected by changed conditions of life, or by close interbreeding, and that they are governed by highly complex laws, for instance, that of the unequal fertility of converse crosses between the same two species. With forms which must be ranked as undoubted species, a perfect series exists from those which are absolutely sterile when crossed, to those which are almost or completely fertile. The degrees of sterility do not coincide strictly with the degrees of difference between the parents in external structures or habits of life. Man in many respects may be compared with those animals which have long been domesticated, and a large body of evidence can be advanced in favour of the Pallasian doctrine,* that domestication tends to eliminate the sterility which is so general a result of the crossing of species in a state of nature. From these several considerations, it may be justly urged that the perfect fertility of the intercrossed races of man, if established, would not absolutely preclude us from ranking them as distinct species.

  Independently of fertility, the characters presented by the offspring from a cross have been thought to indicate whether or not the parent-forms ought to be ranked as species or varieties; but after carefully studying the evidence, I have come to the conclusion that no general rules of this kind can be trusted. The ordinary result of a cross is the production of a blended or intermediate form; but in certain cases some of the offspring take closely after one parent-form, and some after the other. 

Darwin wasn't aware of the quantum aspect of Mendelian genetics (Mendel's work wasn't rediscovered until 1900, a couple of decades after Darwin's death.) Darwin knew that there was a problem with the genetic models he had in mind, but he didn't know the solution.

...  We have now seen that a naturalist might feel himself fully justified in ranking the races of man as distinct species; for he has found that they are distinguished by many differences in structure and constitution, some being of importance. These differences have, also, remained nearly constant for very long periods of time. Our naturalist will have been in some degree influenced by the enormous range of man, which is a great anomaly in the class of mammals, if mankind be viewed as a single species. He will have been struck with the distribution of the several so-called races, which accords with that of other undoubtedly distinct species of mammals. Finally, he might urge that the mutual fertility of all the races has not as yet been fully proved, and even if proved would not be an absolute proof of their specific identity. 

  On the other side of the question, if our supposed naturalist were to enquire whether the forms of man keep distinct like ordinary species, when mingled together in large numbers in the same country, he would immediately discover that this was by no means the case. In Brazil he would behold an immense mongrel population of Negroes and Portuguese; in Chiloe, and other parts of South America, he would behold the whole population consisting of Indians and Spaniards blended in various degrees.* In many parts of the same continent he would meet with the most complex crosses between Negroes, Indians, and
Europeans; and judging from the vegetable kingdom, such triple crosses afford the severest test of the mutual fertility of the parent forms. In one island of the Pacific he would find a small population of mingled Polynesian and English blood; and in the Fiji Archipelago a population of Polynesians and Negritos crossed in all degrees. Many analogous cases could be added; for instance, in Africa. Hence the races of man are not sufficiently distinct to inhabit the same country without fusion; and the absence of fusion affords the usual and best test of specific distinctness. 

  Our naturalist would likewise be much disturbed as soon as he perceived that the distinctive characters of all the races were highly variable. This fact strikes every one on first beholding the negro slaves in Brazil, who have been imported from all parts of Africa. The same remark holds good with the Polynesians, and with many other races. It may be doubted whether any character can be named which is distinctive of a race and is constant. Savages, even within the limits of the same tribe, are not nearly so uniform in character, as has been often asserted. Hottentot women offer certain peculiarities, more strongly marked than those occurring in any other race, but these are known not to be of constant occurrence. In the several American tribes, colour and hairiness differ considerably; as does colour to a certain degree, and the shape of the features greatly, in the negroes of Africa. The shape of the skull varies much in some races;* and so it is with every other character. Now all naturalists have learnt by dearly bought experience, how rash it is to attempt to define species by the aid of inconstant characters. 

  But the most weighty of all the arguments against treating the races of man as distinct species, is that they graduate into each other, independently in many cases, as far as we can judge, of their having intercrossed. Man has been studied more carefully than any other animal, and yet there is the greatest possible diversity amongst capable judges whether he should be classed as a single species or race, or as two (Virey), as three (Jacquinot), as four (Kant), five (Blumenbach), six (Buffon), seven (Hunter), eight (Agassiz), eleven (Pickering), fifteen (Bory de St-Vincent), sixteen (Desmoulins), twenty-two (Morton), sixty (Crawfurd), or as sixty-three, according to Burke.* This diversity of judgment does not prove that the races ought not to be ranked as species, but it shews that they graduate into each other, and that it is hardly possible to discover clear distinctive characters between them. 

  Every naturalist who has had the misfortune to undertake the description of a group of highly varying organisms, has encountered cases (I speak after experience) precisely like that of man; and if of a cautious disposition, he will end by uniting all the forms which graduate into each other, under a single species; for he will say to himself that he has no right to give names to objects which he cannot define. Cases of this kind occur in the Order which include man, namely in certain genera of monkeys; whilst in other genera, as in Cercopithecus, most of the species can be determined with certainty. In the American genus Cebus, the various forms are ranked by some naturalists as species, by others as mere geographical races. Now if numerous specimens of Cebus were collected from all parts of South America, and those forms which at present appear to be specifically distinct, were found to graduate into each other by close steps, they would usually be ranked as mere varieties or races; and this course has been followed by most naturalists with respect to the races of man. Nevertheless, it must be confessed that there are forms, at least in the vegetable kingdom,* which we cannot avoid naming as species, but which are connected together by numberless gradations, independently of intercrossing.
  Some naturalists have lately employed the term "sub-species" to designate forms which possess many of the characteristics of true species, but which hardly deserve so high a rank. Now if we reflect on the weighty arguments above given, for raising the races of man to the dignity of species, and the insuperable difficulties on the other side in defining them, it seems that the term "sub-species" might here be used with propriety. But from long habit the term "race" will perhaps always be employed. The choice of terms is only so far important in that it is desirable to use, as far as possible, the same terms for the same degrees of difference. Unfortunately this can rarely be done: for the larger genera generally include closely-allied forms, which can be distinguished only with much difficulty, whilst the smaller genera within the same family include forms that are perfectly distinct; yet all must be ranked equally as species. So again, species within the same large genus by no means resemble each other to the same degree: on the contrary, some of them can generally be arranged in little groups round other species, like satellites round planets.*

Darwin then takes up the question of whether humanity arose from a single or multiple sources:

  The question whether mankind consists of one or several species has of late years been much discussed by anthropologists, who are divided into the two schools of monogenists and polygenists. Those who do not admit the principle of evolution, must look at species as separate creations, or in some manner as distinct entities; and they must decide what forms of man they will consider as species by the analogy of the method commonly pursued in ranking other organic beings as species. But it is a hopeless endeavour to decide this point, until some definition of the term "species" is generally accepted; and the definition must not include an indeterminate element such as an act of creation. We might as well attempt without any definition to decide whether a certain number of houses should be called a village, town, or city. We have a practical illustration of the difficulty in the never-ending doubts whether many closely-allied mammals, birds, insects, and plants, which represent each other respectively in North America and Europe, should be ranked as species or geographical races; and the like holds true of the productions of many islands situated at some little distance from the nearest continent. 

Those naturalists, on the other hand, who admit the principle of evolution, and this is now admitted by the majority of rising men, will feel no doubt that all the races of man are descended from a single primitive stock; whether or not they may think fit to designate the races as distinct species, for the sake of expressing their amount of difference. ... 

Nevertheless, so arbitrary is the term of species ... 

  Although the existing races of man differ in many respects, as in colour, hair, shape of skull, proportions of the body, &c., yet if their whole structure be taken into consideration they are found to resemble each other closely in a multitude of points. Many of these are of so unimportant or of so singular a nature, that it is extremely improbable that they should have been independently acquired by aboriginally distinct species or races. The same remark holds good with equal or greater force with respect to the numerous points of mental similarity between the most distinct races of man. The American aborigines, Negroes and Europeans are as different from each other in mind as any three races that can be named; yet I was incessantly struck, whilst living with the Feugians on board the Beagle, with the many little traits of character, shewing how similar their minds were to ours; and so it was with a full-blooded negro with whom I happened once to be intimate.

He who will read Mr. Tylor's and Sir J. Lubbock's interesting works* can hardly fail to be deeply impressed with the close similarity between the men of all races in tastes, dispositions and habits. This is shown by the pleasure which they all take in dancing, rude music, acting, painting, tattooing, and otherwise decorating themselves; in their mutual comprehension of gesture-language, by the same expression in their features, and by the same inarticulate cries, when excited by the same emotions. This similarity, or rather identity, is striking, when contrasted with the different expressions and cries made by distinct species of monkeys. There is good evidence that the art of shooting with bows and arrows has not been handed down from any common progenitor of mankind, yet as Westropp and Nilsson have remarked,*(2) the stone arrow-heads, brought from the most distant parts of the world, and manufactured at the most remote periods, are almost identical; and this fact can only be accounted for by the various races having similar inventive or mental powers. The same observation has been made by archaeologists*(3) with respect to certain widely-prevalent ornaments, such as zig-zags, &c.; and with respect to various simple beliefs and customs, such as the burying of the dead under megalithic structures. I remember observing in South America,*(4) that there, as in so many other parts of the world, men have generally chosen the summits of lofty hills, to throw up piles of stones, either as a record of some remarkable event, or for burying their dead. 

  Now when naturalists observe a close agreement in numerous small details of habits, tastes, and dispositions between two or more domestic races, or between nearly-allied natural forms, they use this fact as an argument that they are descended from a common progenitor who was thus endowed; and consequently that all should be classed under the same species. The same argument may be applied with much force to the races of man. 

  As it is improbable that the numerous and unimportant points of resemblance between the several races of man in bodily structure andmental faculties (I do not here refer to similar customs) should all have been independently acquired, they must have been inherited from progenitors who had these same characters. We thus gain some insight into the early state of man, before he had spread step by step over the face of the earth. The spreading of man to regions widely separated by the sea, no doubt, preceded any great amount of divergence of character in the several races; for otherwise we should sometimes meet with the same race in distinct continents; and this is never the case. Sir J. Lubbock, after comparing the arts now practised by savages in all parts of the world, specifies those which man could not have known, when he first wandered from his original birthplace; for if once learnt they would never have been forgotten.* He thus shews that "the spear, which is but a development of the knife-point, and the club, which is but a long hammer, are the only things left." He admits, however, that the art of making fire probably had been already discovered, for it is common to all the races now existing, and was known to the ancient cave-inhabitants of Europe. Perhaps the art of making rude canoes or rafts was likewise known; but as man existed at a remote epoch, when the land in many places stood at a very different level to what it does now, he would have been able, without the aid of canoes, to have spread widely. Sir J. Lubbock further remarks how improbable it is that our earliest ancestors could have "counted as high as ten, considering that so many races now in existence cannot get beyond four." Nevertheless, at this early period, the intellectual and social faculties of man could hardly have been inferior in any extreme degree to those possessed at present by the lowest savages; otherwise primeval man could not have been so eminently successful in the struggle for life, as proved by his early and wide diffusion. 

  From the fundamental differences between certain languages, some philologists have inferred that when man first became widely diffused, he was not a speaking animal; but it may be suspected that languages, far less perfect than any now spoken, aided by gestures, might have been used, and yet have left no traces on subsequent and more highly-developed tongues. Without the use of some language, however imperfect, it appears doubtful whether man's intellect could have risen to the standard implied by his dominant position at an early period. 

  Whether primeval man, when he possessed but few arts, and those of the rudest kind, and when his power of language was extremely imperfect, would have deserved to be called man, must depend on the definition which we employ. In a series of forms graduating insensibly from some ape-like creature to man as he now exists, it would be impossible to fix on any definite point where the term "man" ought to be used. But this is a matter of very little importance. So again, it is almost a matter of indifference whether the so-called races of man are thus designated, or are ranked as species or sub-species; but the latter term appears the more appropriate.

Since the 1990s, I've been arguing that the naturalists' approach to classifying humans into races / subspecies based on visible characteristics, which Darwin found so conundrum-generating, is more of a proxy for what we really want to know: who is related to whom? And how?