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     MODERN CHESS THEORY     

Updated: Feb 2009  

MCT I - INTRODUCTION
(by Michel Bruneau CTW)

This basic chapter will be easy to understand for everybody, but presents some fundamental concepts which it will be always useful to consult later. You will notice quickly that this chapter, like the followings, grants a very particular place to ideas of Nimzovitch, Reti and other great inspirers of the hypermodernity.
It is rather remarkable to see how Chess history follows faithfully the human history. Thus, it is on the edge between XIXth and XXth century, and more especially in the first decades of the century of all technological revolutions (of course we speak about the XXth century), that the "Noble Game" knew its more impressive revolution.


       Modern Chess Theory - MCT I - Menu       

   - MCT I-A - An epistemological break
   - MCT I-B - New strategical concepts
   - MCT I-C - Evolution of Chess Ideas
   - MCT I-D - Steinitz and Classical Chess Ideas
   - MCT I-E - Hypermodernism: Continuity and Break
   - MCT I-F - Classical & Hypermodern Chess Openings
   - MCT I-F - DIAG 1: Giuoco Piano [C53]
   - MCT I-F - DIAG 2: Catalan Opening [E01]
   - MCT I-F - DIAG 3: Nimzo-Indian Defense [E20]


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   MCT I-A - An epistemological break   



It is usual, in the evolution of human knowledge, that new ideas emerge without old concepts lose all their interest. In our opinion, such is the case with the Chess Theory: between the Classical Chess theory and the Hypermodern School of Chess theory. About this question, we will embrace a dialectical point of view. On the one hand there is a kind of continuity from a theory to the other one, but on the other hand some ideas are so different that it is judicious to speak about an epistemological break. This is for this reason that we study, in our General Chess Theory Lecture, the Classical theory before exploring hypermodern and more contemporary concepts, under the name of Modern Chess Theory.

Anyway, for clarifying our lecture we begin with Nimzowisch's ideas and will add complementary concepts progressively in the course of our study. When we speak of theory in Chess we are equally confronted to the recurring duality between Tactics and Strategy. Usually we adopt first a strategical vision and, in complement, organize around this axis all needed tactical data. Nevertheless a full chapter (MCT V) will be dedicated to most typical and relevant tactical techniques. Well!... According to Aron Nimzowisch, Chess Strategy is essentially characterized by following basic features:

  • 1) The center.
  • 2) The open file.
  • 3) Play on the 7th & 8th ranks.
  • 4) The Passed pawn.
  • 5) Pinning moves.
  • 6) Discovered checks
  • 7) Pieces exchanges.
  • 8) Pawn chains.


  • BACK TO TOP

       MCT I-B - New strategical concepts   



    We need first to point out the strategical nature of main divergences between Classical and Modern points of view. Concerning Tactics it is obvious that material accumulated was greatly increased and perfected, but mainly in the continuity. The reason is obvious: a tactical problem is easily modelisable because it is localised on a little number of moves; in other words there is a Mathematical Model and we are able to prove what we affirm in this field. This way tactical data developped by Tarrash or other Chess players of the past are practically irrefutable and we have, at the present time, nothing relevant to add at this subject.

    With strategical patterns the situation is radically different and one may discuss the opportunity to make such or such a choice without ending! In this field experience, knowledge and intuition of the Chess Master are essential. Of course Chess Strategy is an intellectual framework, historical heritage of the Chess community as well as of all human beings. Chess Strategy may be structured by some theoretical models (but not, strictly speaking, Mathematical Models!). Therefore it is fully justified to consider the Chess Strategy as a Theory; but an unaccomplished theory where it will be always possible to find new ideas.

    At this subject, the best way to understand the particular role of Modern Chess Theory as well as its linking with previous Chess concepts, it may be usefull to remember main steps of evolution of Chess ideas. For more details see internal links:

       «Evolution of Chess Ideas»    «Medieval Chess History»    «Classical Period - Philidor»


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       MCT I-C - Historical evolution of Chess Ideas   



    Historically, and from the beginning, Chess was more or less a representation and a symbolization of social structure of each epoch. First western manuscripts and writings concerning Chess, at Greco's time or before, were mainly related to technical features and short games. The first Chess School in history was the famous Italian School(s) of Chess.

    In spite of a profusion of writings about the practice of Chess, during the Italian Renaissance and following centuries, it may be noticed that the "Italian Chess School" has not been seriously theorized and is mainly connected with practice and cultural heritage. Nevertheless, the Italian way of playing Chess may be characterized by the primordial role of combinations and tactics, involving brilliant sacrifices and the only objective to attack the opponent's King as soon as possible.

    The first Chess player in history which contested this vision and introduced significant strategical concepts was François André Denican Philidor ("Pawns are the soul of chess"). Philidor's ideas, clearly explained in his famous book «Analysis of the Game of Chess» the importance of following surprisingly "modern" Chess concepts:

  • 1) The center.
  • 2) Pawn structure.
  • 3) A Passed Pawn.
  • 4) An Open File.
  • 5) Space advantage.
  • 6) Bad and good pieces.


  • Philidor, quite rightly considered as the best Chess Player in the world during half a century (unofficial World Chess Champion) enjoyed a great prestige and his book knew a goodly success in particular in France, England, Netherlands, Germany and Russia. But, curiously the Italian concepts of Chess continued to be very popular in all Europe until the middle of the XIXth Century. Especially the Romantic School of Chess, incarnated by Adolf Anderssen, Paul Morphy and Henry Blackburne, was a kind of ultimate accomplishment of Italian ideas.

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       MCT I-D - Steinitz and Classical Chess Ideas   



    Wilhelm Steinitz (1836 - 1900) was the first Official World Chess champion. His great merit is to have proved the superiority of positional style of play, characterized by a strategical vision of the game, involving a quick but harmonious development, the priority given to long-term manoeuvring, plan and judgment, instead of privileging short-time attacks, threats and traps. Steinitz defended vigorously his ideas and wrote much on this subject.

    Siegbert Tarrasch (1862 - 1934) was equally one of the greatest Chess players of this time and an eminent Chess writer. In his writings he defends and develops Wilhelm Steinitz's ideas, but also completes them by his own conceiving. Regardless, Steinitz and Tarrasch are considered as founders of the Classical Chess Theory and spokesperson of the Orthodoxy in Chess.

    The Positional style of play Chess, advocated by Steinitz and Tarrasch, had a significant success and was practiced by greatest Chess players from the end of the XIXth Century to the beginning of the XXth Century, as Emanuel Lasker, José Raúl Capablanca, Alexander Alekhine and many others. More earlier, in the middle of the XIXth Century, it is obvious that the great English Chess Master Howard Staunton was a follower of this kind of play and did not ignore nothing at this subject.

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       MCT I-E - Hypermodernism: Continuity and Break   



    Exactly as in Sciences and all other field of the knowledge, our understanding of the Chess game increases gradually, step by step, and includes today all the Historical Chess heritage, without any exclusion. Greco's brilliant combinations and traps, Philidor's precepts concerning the good use of chess pawns, Italian and Romantic Chess styles, Steinitz's positional play as well as Hypermodern concepts are present in our minds and influence today our way of playing Chess. Such is the continuity!

    On the other hand it is true that hypermodern ideas of Aron Nimzovich, Richard Reti, Ksawery Tartakover, Gyula Breyer and Hans Kmoch have been revolutionary and have represented an authentic episthemological break, in the meaning of Gaston Bachelard. The introduction of this new ideas brought on an historical struggle between partisans of Orthodoxy and those of Hypermodernism. This was first a rebellion against Steinitz and Tarrasch's dogmatism, but it is clear that we cannot reduce this event to such a conjunctural aspect.

    We dedicate a great part of our lecture on Modern Chess Theory to a close investigation into the specific contribution of Hypermodern Chess School. Nevertheless, it is useful to point out right now some characteristic features of Hypermodern theory:

  • 1) CENTER: The center must be controled and not necessary quickly occupied. If the opponent takes up the center with his d & e-pawns, we have the opportunity to attack them.
  • 2) BISHOPS IN FIANCHETTO: If a Bishop is posted on a long diagonal, usually in b2 or g2, and if this diagonal is not blocked off by friend pieces, it is very powerful and may act on the center.
  • 3) OPEN FILE: The open file is a fundamental way in view to penetrate in the other camp. The most important feature is to open the file on our side and to occupy this one by a battery of our heavy pieces.
  • 4) 7th & 8th RANKS: To penatrate in the 7th & 8th ranks with our heavy pieces is also efficient that a direct attack against the enemy's castle and must be carried out according to some specific rules.
  • 5) PASSED PAWN: The concept of Passed pawn is a crucial aspect of the game. It is completed and specified by connected notions, as the concept of Candidat pawn, introduced by Hans Kmoch.
  • 6) PAWN STRUCTURE: A careful study of Pawn Structure leads to condider a few number of elementary sets of pawns as: pawn chain, duo, isolani. In addition, the position of White pawns is examined in relation with the position of Black ones. This study allows to distinguish Weak and Strong pawns.
  • 7) WEAK & STRONG SQUARES: A Strong square (or Hole) for White is a square controled by a White pawn that Black is unable to control himself by a pawn. Such a case may be occupied by a White pieces, in particular by a Knight. A Strong square for White is a Weak one for Black and reciprocally.
  • 8) BLOCKADE: A Blockade is the strategic placement of a Chess piece (usually a minor one) in front of an enemy pawn, where it restrains its advance and simultaneously gains a shelter from attack.
  • 9) INITIATIVE MOVE: A very strong Richard Reti's idea. An Initiative move is very often a development move, in the classical meaning; but moreover, it is a move taking into account both the position and strategical objectives.
  • 10) PROPHYLACTIC MOVE: A Nymzovich's concept. A Prophylactic Move is a move in accord with the general principle of prophylaxis whose the objective is to prevent further action from the enemy in an area of the board. The Overprotection of a Chess piece is a good example of prophylaxis.


  • BACK TO TOP

       MCT I-F - Classical & Hypermodern Chess Openings   



    As certainly you know, the choice of an Opening is widely revealing of the style of a chess player. During last centuries a few number of openings have been in fashion, changing with the time. They was the exact reflection of the conception that chess player of each period had of the way to play Chess. As a consequence, evolution of chess openings through the time was in perfect conformity with change in chess concepts.

    Since the Portuguese Master Pedro Damiano, Italian Masters Giovanni Leonardo di Bona, Giulio Cesare Polerio, Gioachino Greco and the Spanish Master Ruy López de Segura until the middle of the XIXth Century, it was believed that the strongest White's first move is:   1.e4   and the strongest Black's reply is:   1...e5.   Resulting games are said: Open Games. The most famous are the Giuoco Piano (mainly tactical), the Ruy Lopez (more strategic) and the King's Gambit (archetypal romantic game!). Singularly, Giuoco Piano (Italian Game) [C53], [C54]:

    1.e4 e5, 2.Nf3 Nc6 3.Bc4 Bc5 4.c3 Nf6 5.d3 (or 5.d4)

    is the archetype of Classical way of playing Chess.


    BACK TO TOP
    DIAG 1: Giuoco Piano [C53] :


    Importance of the Center ( e4, d4, e5, d5 squares

    ) is universally recognized since a very long time; But, in the Opening, there are schematically three ways to take into account the Center:

    Action in the Center

    Typical Moves

    type of Opening

    OCCUPATION

    e4, d4, Nf3, Nc3

    Central Games

    LATERAL CONTROL

    c4, f4, Ne2, Nd2

    Lateral Games

    BY FAR CONTROL

    g3, Bg2, b3 Bb2

    Wing Games


    Of course the reality is more complicated. For example many ways to take into account the center may be used simultaneously, in the same opening, as you can see in the Catalan Opening [E01] to [E09]:

    1.d4 Nf6, 2.c4 e6 3.g3 d5 4.Bg2

    mixing three types: 1°) Occupation (1.d4), 2°) Lateral Control (2.c4), 3°) By far Control (3.c4, 4.Bg2):


    BACK TO TOP
    DIAG 2: Catalan Opening [E01] :


    Hypermodern Openings are mainly Wing Games. It is, in particular, the case of three Indian Defenses: Nimzo-Indian, Queen's Indian and King's Indian. As an illustration, let us have a look at the Nimzo-Indian Defense [E20] to [E59]:

    1.d4 Nf6, 2.c4 e6 3.Nc3 Bb4

    Control of central d5 & e4-squares is in the heart of the discussion in the Nimzo-Indian, as you can read in «Chess Master vs. Chess Amateur» by Max Euwe and Walter Meiden:


    BACK TO TOP
    DIAG 3: Nimzo-Indian Defense [E20] :


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    MODERN CHESS THEORY :

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  •   «MCT II - VALUE OF PIECES»


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