The Whale Rider: Context (Edexcel IGCSE English Literature): Revision Note

Exam code: 4ET1

Sam Evans

Written by: Sam Evans

Reviewed by: Nick Redgrove

Updated on

The Whale Rider historical context

Environmentalism 

At the time Ihimaera’s novel, The Whale Rider, was published in 1987, there was international concern about the natural environment:

  • Specifically, there was protest and activism against nuclear energy, nuclear bomb testing in the Pacific Ocean, and cruelty to animals

  • Greenpeace is an example of an organisation that took action against whaling 

  • The novel is set in Whangara, New Zealand:

    • New Zealand was a founding member of the International Whaling Commission (an organisation dedicated to conserving whale populations)

How this links to The Whale Rider

Environmentalism

The novel describes how the migrating whale pod is affected by chemical testing near Moruroa and must change direction. When they are beached, the humans’ dramatic rescue of the whale pod can be seen as Ihimaera arguing for human intervention in ecological crises. 

Colonialism 

Ihimaera’s novel, The Whale Rider, examines the impact of colonisation on the Māori people:

  • By the 19th century, Europeans had arrived in New Zealand and the Pacific Islands, and New Zealand was annexed as a British colony 

  • The Treaty of Waitangi of 1840 was created to protect Māori land and rights:

    • However, its legal standing was undermined in 1877 by a court ruling that denied Māori customary rights under the Treaty, and the Māori language was outlawed

  • Papua New Guinea, previously a British colony too, became governed by Australia in 1902, though they continued exploitative European plantations 

  • In the 1970s, activists and students in New Zealand launched a campaign that pressured the government into allowing some Māori land and cultural rights

How this links to The Whale Rider

Colonial attitudes

Rawiri leaves New Zealand to go to Sydney, Australia, where he meets Māoris struggling to maintain their identity in a globalised, post-colonial world. Rawiri also encounters racist attitudes on a European plantation in Papua New Guinea which exposes the entrenched discrimination as a result of colonisation.

Protest and activism

Koro Apirana, the Māori chief, represents the determination and action taken in the 20th century to resist globalisation and restore rights and land for indigenous people. His travels around New Zealand, creating schools that teach Māori language and tradition, reflect the real activism that occurred around the time the novel was published. 

The Whale Rider social context

Māori culture

Set in the mid-1980s during the Māori Renaissance, a movement to invigorate Māori language and culture, Ihimaera’s novel The Whale Rider explores Māori legend and ancestry set in a modern world:

  • The novel relates the Māori legend of a whale rider who journeyed to a new life in Aotearoa, New Zealand, on the back of a whale

  • Paikea, or Kahutia Te Rangi, is a prominent ancestor of the Ngāti Porou iwi (tribe), the second largest in New Zealand

  • The novel refers to New Zealand by its Māori name, Aotearoa, which means “the land of the long white cloud”

How this links to The Whale Rider

Māori language 

Ihimaera uses the Māori language throughout the novel, often as repeated prayers or chants, such as hui e, haumi e, taiki e (join together and let it be done). This is a consistent message about the Māori philosophy of “oneness”. 

Māori culture 

By exploring a Māori tribe in Whangara, New Zealand, Ihimaera raises the profile of their cultural identity. Kahu is named after the real Māori legend of Kahuti Te Rangi, and Porourangi is also named after the prominent Ngāti Porou tribe.

Gender

At the time of The Whale Rider’s publication, there had been a second wave of feminism that advocated for a more equal workplace. Nevertheless, much of this movement focused on Western societies. Ihimaera explores traditional patriarchy inherent in the Māori culture, and advocates for equality through strong female characters who portray admirable leadership qualities while maintaining strong links to their heritage:

  • Domestic rights for women had been a key aspect of the second wave of feminism from the 1960s through to the 1990s:

    • This focused on issues such as divorce, sexuality, and reproductive rights 

    • Western music and literature promoted gender fluidity and equality 

  • Although female leaders existed in Māori culture, such as Mihi Kōtukutuku Stirling and Muriwai, entrenched patriarchal custom still influenced male leaders

How this links to The Whale Rider

Second-wave feminism

Nanny Flowers represents a modern woman in a traditional Māori village who resists and rebels against patriarchal values. She humorously threatens divorce and often challenges his authority, as well as encouraging Kahu that “girls can do anything”

Māori tradition 

Koro Apirana represents a patriarchal leader in the village who resists change by shunning his female granddaughter. The novel also portrays the sacred Māori ceremony of burying Kahu’s umbilical cord as a symbol of her connection to her homeland, and Nanny Flowers makes reference to female Māori leaders. 

The Whale Rider literary context

Witi Ihimaera is a prolific Māori writer whose work, written in the late 20th and early 21st centuries, often explores the indigenous culture of New Zealand, as well as stories about family and identity. 

Bildungsroman

  • A bildungsroman is a coming-of-age story that follows the development of a young protagonist as they grow up:

    • They often depict identity struggles and raise important debates about societal injustice

    • A key feature of a bildungsroman is the illustration of a character whose resilience leads to emotional maturity, and a cycle-breaking destiny

How this links to The Whale Rider

Bildungsroman

Both Kahu and Rawiri, as protagonist and narrator, struggle with their identity under the rigidity of Koro’s leadership. By staying true to who they are, they are able to grow in maturity and impact change. Kahu’s destiny also represents the breaking of a cycle: despite patriarchal expectations, she becomes a female whale rider 

Magical realism

Magical realism is a genre of art and literature that portrays real life situations alongside magical or supernatural elements:

  • Magical and fantastical qualities, perhaps in the descriptions or characterisations, are weaved into a realistic, often modern setting:

    • The genre challenges perceptions of reality to highlight spiritual ideas

    • Boundaries are blurred between real places and the human form, the natural and the supernatural 

How this links to The Whale Rider

Magical realism

The novel’s fantastical elements, in the narration of the Māori legend, Kahu’s supernatural powers, and the talking whales, are weaved into realistic settings, like Bondi Beach in Australia, and colloquial dialogue in the modern Māori village. This helps enhance readers’ understanding of Māori culture, as well as giving added symbolic significance to characters’ thoughts and actions.

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Sam Evans

Author: Sam Evans

Expertise: English Content Creator

Sam is a graduate in English Language and Literature, specialising in journalism and the history and varieties of English. Before teaching, Sam had a career in tourism in South Africa and Europe. After training to become a teacher, Sam taught English Language and Literature and Communication and Culture in three outstanding secondary schools across England. Her teaching experience began in nursery schools, where she achieved a qualification in Early Years Foundation education. Sam went on to train in the SEN department of a secondary school, working closely with visually impaired students. From there, she went on to manage KS3 and GCSE English language and literature, as well as leading the Sixth Form curriculum. During this time, Sam trained as an examiner in AQA and iGCSE and has marked GCSE English examinations across a range of specifications. She went on to tutor Business English, English as a Second Language and international GCSE English to students around the world, as well as tutoring A level, GCSE and KS3 students for educational provisions in England. Sam freelances as a ghostwriter on novels, business articles and reports, academic resources and non-fiction books.

Nick Redgrove

Reviewer: Nick Redgrove

Expertise: English Content Creator

Nick is a graduate of the University of Cambridge and King’s College London. He started his career in journalism and publishing, working as an editor on a political magazine and a number of books, before training as an English teacher. After nearly 10 years working in London schools, where he held leadership positions in English departments and within a Sixth Form, he moved on to become an examiner and education consultant. With more than a decade of experience as a tutor, Nick specialises in English, but has also taught Politics, Classical Civilisation and Religious Studies.