#ResearchNote – Air Power and the Challenge of Professional Military Education

#ResearchNote – Air Power and the Challenge of Professional Military Education

By Dr Ross Mahoney

I have just come back from a conference at the Royal Military College of Canada on the theme of the ‘Education of an Air Force’ that was well worth the visit. I am sure most readers will agree that the subject of education is of vital importance and this is something that has been increasingly realised in recent years as modern air forces seek to grapple with the challenges that confront them in the operational sphere.

Ideas such as conceptual innovation have become catchphrases for efforts such as the Royal Air Force’s (RAF) Thinking to Win programme, the Royal Australian Air Force’s (RAAF) Plan JERICHO and the Royal Canadian Air Force’s (RCAF) AIRpower in Formation process. Underpinning these, to a greater or lesser degree, is the importance of air power education. Indeed, as Lieutenant-General Michael Hood, Commander of RCAF, recently noted in the introduction to an article in the Royal Canadian Air Force Journal on air power education and professional air power mastery:

There is also a requirement to continually review the training and education we give to all ranks to ensure that it is configured to deliver what we need within the contemporary environment.[1]

Nevertheless, phrases like the one above can often be a case of rhetoric versus reality, though having heard General Hood speak at the opening of the conference; I do believe he means what he says about the importance of education. The conference was historically focussed, but by observing the past, as historians, we can identify areas that can be points of friction and that need to be considered when attempting to introduce reform in the education process. What follows are just a few key areas I pondered during the conference.

Training or Education?

Perhaps the first thing that came to mind was what were we considering? The conference included the word education in the title but was this the case? Indeed, one key question that needs to be asked is whether those we study understand the distinction we make today between training and education. For me, at the most simplistic of levels, training is about skills development while education is about knowledge, understanding and critical thinking. Is this what was expected by those responsible for creating the institutions that delivered programmes related to professional development such as staff colleges. I suspect the answer is yes but the vernacular used in different eras leads to confusion. For example, Air Chief Marshal Sir Robert Brooke-Popham, first Commandant of the RAF Staff College, was clear that one issue he needed to deal with was anti-intellectualism and this is a matter of education though the term was infrequently used in the 1920s. By the 1960s, the RAF had begun, as it created a ‘progressive’ system of staff education, to differentiate between the two subjects. Nevertheless, we must be clear about what we are talking about if reform is to be achieved.

Culture

Military organisations are conservative in character. This is not to suggest that they are not innovative but rather to reflect that they are predominantly reactive rather than revolutionary. Thus, change, unless triggered by defeat, public opinion or budgetary cuts, can be difficult and challenging. This is ultimately a cultural issue and one that needs to be considered when introducing change. Leaders need to bring people along with them on the journey they seek to engender rather than just demanding that it happens. This applies to education as well. If education is to be improved, the organisation’s employees need to understand the need for this process. They need to be shown its value, and this has to be enunciated in a clear and meaningful manner. Indeed, in the modern era where most air forces have been in continuous operations for at least the past decade and a half, it needs to be illustrated why education is of value for those with operational experience. This comes back to the first point above, for example, we train an officer to fly rather than educate them.

The Role of Senior Leadership

eisenhower_visits_air_university
From left, General Dwight Eisenhower, US Army Chief of Staff; Major General Muir Fairchild, Air University commander; and Major General David Schlatter, the Air University deputy commanding general (education), review an Air University organizational chart during Eisenhower’s visit to Maxwell on 9 April 1947. (Source: Wikimedia)

This brings me to the next important issue; the role of senior leaders. These are the people who lead change. Indeed, at the conference, when I made a comment about the culture of military organisations, Harold Winton, Professor Emeritus at the United States Air Force’s (USAF) School of Advanced Air and Space Studies (SAASS), quite rightly made the impassioned argument that when a leader who believes in education comes along, perhaps once every 15 to 20 years, then we should take advantage of that person. I completely agree, a champion who can provide top cover is essential, and it appears that RCAF have that in Hood while in the 1970s, the RAF had Marshal of the RAF Lord Cameron, who supported the creation of the position of Director of Defence Studies. Furthermore, support from senior leaders can help shape the culture and values of the organisation by providing an example to subordinates.

Non-Standard Education

What I mean here is the use of non-staff college education for officers, mainly higher research degrees such as MPhils and PhDs. In modern militaries, it is usual that officers going through the staff college system receive some form of credits towards a postgraduate degree, typically an MA. For example, British officers can work towards an MA in Defence Studies that builds on the Advanced Command and Staff Course at the Joint Services Command and Staff College. However, this is a relatively standard route and one that has been developed within the Staff College environment. What appears to be less typical, though needs to more readily embraced, is the encouragement of nurtured personal to undertake further research in the form of MPhils and PhDs. USAF do a good job of this through SAASS, and the RAF has a good fellowship scheme that not only encourages Masters work but also supports PhDs through the Portal Fellowship. This need to be promoted as higher research encourages critical thinking and air forces need such people to help develop their conceptual understanding of air power in the defence sphere. Nevertheless, air forces also need to encourage and reward personnel for taking ownership of their education irrelevant of whether the service sponsors it or not. Personnel need to be shown that in developing their critical thinking skills these are as valued as their operational ones. Also, where applicable, personnel should be encouraged to write in various forums from websites, such as this one, The Central Blue, War on the Rocks and The Strategy Bridge, to professional journals. However, this requires encouragement and critical mass and it is interesting to reflect that the RAF, RCAF and USAF all have journals but the RAAF does not, though the latter’s Air Power Development Centre does produce useful material. Overall, by encouraging ‘non-standard education’, air forces have the opportunity to develop knowledge and encourage informed discussion about air power in the public and policy sphere rather than what often currently occurs.

Officers or NCOs? Alternatively, Both?

An interesting point that came up in one discussion phase of the conference was the question of NCOs. All of the papers dealt with officer education with most focussed on the staff college scenario. However, what of NCOs and their education? We often hear phrases such as ‘whole force’ used to describe the personnel of an air force. As such, should we not be educating the NCO corps? Another challenge is that the current NCO corps is becoming better educated; it not unusual to find airmen and women entering service with degrees. If we are to develop the ‘whole force’ then similar opportunities afforded to the officer corps should be made available to NCOs especially as they are promoted and take on senior leadership roles. This is probably a conference of its own but a subject area that deserves consideration both in a contemporary as well as historical sense.

What I have written here is by no means the panacea for professional military education, and indeed much of this is axiomatic of any analysis of the field. Indeed, most of these challenges are just as applicable to each of the services; however, I would suggest that these difficulties need to be overcome and also understood in the context of air forces seeking to improve education provision. Nevertheless, the conference provided plenty of food for thought on the subject of the education of air forces as modern services strive to deal with operational and personnel challenges that they currently confront and will continue to do so into the 21st century. Another key positive of this conference was the involvement of the RCAF both regarding the opportunity to visit the Canadian Aerospace Warfare Centre but also to hear how they are dealing with current challenges.

This post also appears at The Central Blue.

Dr Ross Mahoney is an independent historian and defence specialist based in Australia. Between 2013 and 2017, he was the resident Historian at the Royal Air Force Museum, and he is a graduate of the University of Birmingham (MPhil and PhD) and the University of Wolverhampton (PGCE and BA). His research interests include the history of war in the twentieth and twenty-first centuries, air power and the history of air warfare, and the social and cultural history of armed forces. To date, he has published several chapters and articles, edited two books, and delivered papers on three continents. He is a member of the Royal Historical Society and is an Assistant Director of the Second World War Research Group. He is a member of the Royal Historical Society and an Assistant Director of the Second World War Research Group. He blogs at Thoughts on Military History, and can be found on Twitter at @airpowerhistory.

Header Image: Aerial view of the completed RAF College at Cranwell in the 1930s. (Source: © IWM ((MOW) C 4070))

[1] Lieutenant-General Michael Hood, ‘Introduction’ to Brad Gladman, Richard Goette, Richard Mayne, Shayne Elder, Kelvin Truss, Pux Barnes, and Bill March, ‘Professional Airpower Mastery and the Royal Canadian Air Force: Rethinking Airpower Education and Professional Development,’ Royal Canadian Air Force Journal, 5(1) (2016), p. 9.

#BookReview – A Thunder Bird in Bomber Command

#BookReview – A Thunder Bird in Bomber Command

By Dr Ross Mahoney

Sean Feast, A Thunder Bird in Bomber Command: The Wartime Letters and Story of Lionel Anderson, the Man who Inspired a Legend. London: Fighting High Publishing, 2015. Foreword. Appendices. Sources. Index. Hbk. xiii + 169 pp.

lionel-book

Thunderbirds are go! It is not often that you get to write those immortal words at the start of a review to do with a book on Bomber Command; however, this is no ordinary book. Indeed, it is a book that will be of interest to two distinct groups of people. First, there are those with an interest in the experience of Bomber Command operations during the Second World War. Second, there are those with a passion for the 1960s TV show Thunderbirds and other production that came from Gerry Anderson’s fertile imagination. This, of course, begs the question of how these two seemingly disparate interests are linked. Well, as Shane Rimmer, who provided the voice to Scott Tracey, recollected in the foreword to the book, the inspiration was ‘direct and personal – from his elder brother Lionel who had given up his life as a pilot during the Second World War’ (p.ix).

This biography, therefore, tells the story of Lionel Anderson, Gerry Anderson’s older brother through the letters that he sent home while also considering the impact of his death on his younger brother. The book details Lionel Anderson’s early interest in flying and his decision to volunteer as aircrew in the RAF (p.3). The book then follows a chronological order following Lionel Anderson’s experience of flying training to through to undertaking operations as part of No. 515 Squadron, which formed part of Bomber Command’s No. 100 (Bomber Support) Group. The unit had been established in October 1942 from the so-called Defiant Flight at RAF Northolt and at that time formed part of Fighter Command. The unit was then equipped with the Bristol Beaufighter and then the de Havilland Mosquito. Lionel Anderson joined No. 515 Squadron in early 1943 (p.77). The squadron was involved in operating Moonshine, Mandrel, and Serrate electronic warfare systems that had emerged as part of the pantheon of homing and jamming systems that developed during the Second World War. These were designed to provide support in an ongoing battle to defeat German equipment, such as the Freya radar net as well as defeat German night fighters. In this, Sean Feast provides a good overview of No. 515 Squadron’s role in this area.

large_0000001
Hawker Hurricane Mark X, AG111 ‘HK-G’, of No. 59 Operational Training Unit, on the ground at Milfield, Northumberland. Although bearing the unit codes of the Fighter Leaders School (based at Charmy Down, Wiltshire), AG111 does not appear to have been officially transferred to them. It was passed later to No. 57 OTU at Eshott, Northumberland, and crashed after colliding with a Supermarine Spitfire over Wooler on 5 May 1943. (Source: © IWM (CH 9222))

The section dealing with Lionel Anderson’s time with No. 59 Operational Training Unit is, however, problematic. Feast suggests that in late 1942, Anderson’s course transferred to Brunton, which was No. 59 OTU’s satellite airfield and that while there they became known as No. 559 Squadron.  Additionally, Feast suggests that, as No. 559 Squadron, the unit could be called on to intercept incoming aircraft as part of ‘Saracen scheme’ (p.76). This is where it becomes murky as there does not appear to be a No. 559 Squadron. There is no Operations Record Book for No. 559 Squadron and C.G. Jefford’s work on RAF squadrons does not list the unit.[1] However, No. 559 Squadron was a numberplate reserved for No. 59 OTU if activated as part of Plan BANQUET. Additionally, Ray Sturtivant’s work on flying training units does suggest that, in March 1943, the squadron number above was used.[2] So what is to be made of this? First, Plan BANQUET, which originated in 1940, had been revised in May 1942. Part A of the Fighter Command element of the revised plan – BANQUET FIGHTER – called for aircraft and crews from OTUs to form squadrons as reinforcements, as such; they would have received a numberplate. This process was activated by a codeword ‘APPLE’.[3] Nevertheless, as Jefford noted, the squadron numberplates allocated to fighter OTUs were not used as the units were not mobilised.[4] Second, it is reasonable that crews at OTU’s were aware of this plan, and their designation if activated. It is probably this that is being recollected rather than an official designation. This of course raises the question of whether matters, which is clearly subjective. I would suggest that the pilots being trained by No. 59 OTU were aware of their reserve role and the details of the unit’s designation. It highlights the tension between the operational record and memory and how it can be distorted.

The earlier sections of the book that detail Lionel Anderson’s decision to volunteer, his training in America and time at an Advanced Flying Unit are, for me, the real gem of this book as it is here where the letters home find their place. Indeed, the reason for this appears to be that the last letter kept by Lionel Anderson’s mother, Deborah comes from this period. As Feast explains, Deborah Anderson had reproduced the letters into a pair of hard-backed exercise books, and this is all that was left of Lionel Anderson’s correspondence (pp.69-70). This helps explain why the book’s subtitle is ‘The Wartime Letters and Story’ as the latter period has been reconstructed from other sources. Nevertheless, the use of letters in the earlier part of the book help us explore what it was like to serve in the RAF during the war and the experience of training in America. In one letter, Lionel Anderson described the planned graduation dance they held at the end of his training in America. ‘We invite our instructors and friends we have made during our stay here and, of course, we have plenty of girls.’ This recollection (p.55) both highlights the friendly relations between American and Britain but also one recurring theme in the letters, girls.

Overall, as with many books of this type, this is a fascinating insight into life in the RAF. It is made all the more interesting given the links between Lionel Anderson and his younger brother’s later work.

This book review originally appeared at Thoughts on Military History.

Dr Ross Mahoney is an independent historian and defence specialist based in Australia. Between 2013 and 2017, he was the resident Historian at the Royal Air Force Museum, and he is a graduate of the University of Birmingham (MPhil and PhD) and the University of Wolverhampton (PGCE and BA). His research interests include the history of war in the twentieth and twenty-first centuries, air power and the history of air warfare, and the social and cultural history of armed forces. To date, he has published several chapters and articles, edited two books, and delivered papers on three continents. He is a member of the Royal Historical Society and is an Assistant Director of the Second World War Research Group. He is a member of the Royal Historical Society and an Assistant Director of the Second World War Research Group. He blogs at Thoughts on Military History, and can be found on Twitter at @airpowerhistory.

Header Image: The prototype Boulton Paul Defiant fighter, which first flew in August 1937. This aircraft type equipped the so-called Defiant Flight at RAF Northolt, which eventually became No. 515 Squadron. (Source: © IWM (MH 5507))

[1] Wing Commander C.G. Jefford, RAF Squadrons: A Comprehensive Record of the Movement and Equipment of all RAF Squadrons and their Antecedents since 1912, 2nd Edition, (Shrewsbury: Airlife, 2001).

[2] Ray Sturtivant, Flying Training and Support Units since 1912 (Staplefield: Air-Britain, 2007), p.242.

[3] Anon, The Air Defence of Great Britain – Volume V: The Struggle for Air Supremacy, January 1942-May 1945, (Air Historical Branch Narrative), pp.10-1.

[4] Jefford, RAF Squadrons, p.188.

A Case of Mistaken Identity: Colonel Edgar Stanley Gorrell – Part 3: Postscript

A Case of Mistaken Identity: Colonel Edgar Stanley Gorrell – Part 3: Postscript

By Johannes Allert

The lingering question remains as to why Edgar Gorrell is repeatedly misidentified as a stalwart advocate for strategic bombing. One clue, in particular, involves his analytical work compiled in the First World War entitled ‘The Future Role of American Bombardment Aviation.’ The plan above called for a robust air campaign aimed at German industry designed to break both German production and morale; however, the plan was shelved once Armistice was declared.[1] Withdrawing from the world’s stage, America quickly re-embraced isolationism. Yet, air strategists in their stubborn willfulness remained convinced that subsequent wars required sufficient strategies and weapons designed to mitigate problems associated with trench warfare.[2] Then, in 1935, technology and theory merged with the development of the Boeing B-17 Flying Fortress and the coincidental discovery of Gorrell’s of plans by a fervent disciple of “Billy” Mitchell – Lieutenant Laurence S. Kuter, later a General. This serendipitous moment reinforced his existing argument for strategic bombing in lectures he conducted at Maxwell Army Air Base. Believing strategy and technology could transition from theory to reality, the impressionable young Lieutenant arranged a meeting with its author to verify the data. Upon arrival, Kuter was surprised to discover Gorrell invited former members of his staff to corroborate the information. To a man, each concurred that the Lieutenant’s lecture matched the original plans. Vindicated, Kuter departed for Maxwell confidently stating:

We may return to our steel desks considerably refreshed by the knowledge that our school plans and our theories are not only supported by, but [are] identical with the plans of the level headed commanders in the field when the grim realities of actual war demanded effective employment.[3]

raid_by_the_8th_air_force
A Boeing B-17 Flying Fortress during the raid on the Focke Wulf plant at Marienburg, 9 October 1943. (Source: NARA)

Overlooked in the young Lieutenant’s statement, was the slight detail involving ‘employment of effective plans’ that, in reality never occurred. Furthermore, aircrews did not fly steel desks and the advent of the Second World War revealed a savage reality of aerial combat consisting of unexpected headwinds, radio interference, dispersed targets obscured by cloud cover, and skies filled with flak and fighters. Only the arrival in late 1944 of long range Allied fighter escort in substantial numbers alleviated the bomber’s plight. Kuter simply made a mistake common to us all – he saw what he wanted to see. Gorrell and his staff merely reinforced it.

Thus, the combination of events served as the catalyst for initiating a narrow and ideologically driven agenda. History, however, reveals Gorrell’s penchant for tackling any project assigned to him by meticulous analysis and hard work. Consequently, his recognition of aviation’s vast potential resulted in expansion and development of airlift capability that far surpassed his ‘significant achievement’ of 1918. It is also interesting to note that while analysis of his bombing study receives frequent coverage, his ‘Gorrell Histories’ remains virtually untouched. This is ironic given the fact that its intended purpose was to ‘assist in establishing Army aeronautics on a sound basis for the future.’[4] Furthermore, the manner that Gorrell’s obituary was written indicates Kuter, another West Point alum, as partly responsible for crafting the legacy of the late air executive to reinforce the ‘bomber mafia’ narrative. Gorrell’s ‘mistaken identity’ simply coincided with the leading aviation proponents’ narrative. Consequently, his death combined with strategic bombing’s overwhelming consensus sufficiently prohibited others from offering a counter-narrative.

Yet, it is the development and expansion of air transportation that endures. The ability to transport and sustain forces globally on a consistent basis in peace and war for over seventy years remains an underappreciated, yet unique and critical feature of the modern U.S. Military arsenal. Whether it is airlift’s support in battle or providing humanitarian aid in peacetime, success simply cannot occur without it. Gorrell recognised this early on and, in keeping with his philosophy of constant analysis, laboured ceaselessly to improve and expand it.

Similarly, it is the task of the historian to revive and revise Gorrell’s story and contribution. Unlike proponents of strategic precision bombing, historians must instead consider the broader actions and provide a greater contextual understanding of events and individuals of human history.

Part One and Two of this article can be found here and here.

Johannes Allert holds an MA in Military History from Norwich University and has served as an adjunct for Minnesota State University – Moorhead and Rogers State University (Oklahoma). His thesis concerning Lieutenant General Frank M. Andrews appeared in Air & Space Power Journal. He assisted in editing Naval Press Institute’s The Secret War for the Middle East – The Influence of Axis and Allied Intelligence Operations in WW II. His other articles concerning aviation appear in Minnesota History Magazine. He has also written for North Dakota History Magazine. Currently, he is a Legacy Research Fellow for the Minnesota State Historical Society and is working on a larger book project entitled Discovering Minnesota’s Lost Generation – Reflections and Remembrances of the Great War. His other ongoing book projects include Marshall’s Great Captain – The Life of Lieutenant General Frank Maxwell Andrews and Citizen-Soldier: Major General George Leach.

Header Image: A Boeing B-17G Flying Fortress (Source: Wikimedia)

[1] Mark Clodfelter, Beneficial Bombing: The Progressive Foundations of American Air Power, 1917-1945 (Lincoln, NE: University of Nebraska Press, 2010), pp.22-9.

[2] James P. Tate, The Army and its Air Corps: Army Policy toward Aviation: 1919-1941 (Maxwell AFB, AL: Air University Press, 1998), pp.166-7.

[3] Clodfelter, Beneficial Bombing, pp.58-9.

[4] Edgar S. Gorrell, Gorrell’s History of the American Expeditionary Forces Air Service, 1917-19 Record Group 120 (National Archives, Washington, D.C. 1923), pp.1-4.

A Case of Mistaken Identity: Colonel Edgar Stanley Gorrell – Part 2: The Emerging Role of Civil Aviation in Air Transport

A Case of Mistaken Identity: Colonel Edgar Stanley Gorrell – Part 2: The Emerging Role of Civil Aviation in Air Transport

By Johannes Allert

Having achieved the rank of full colonel at age twenty-eight, Gorrell, for reasons unknown, resigned from the Army in 1920 and briefly pursued a career in the automotive industry. By 1934, however, he returned to aviation and served alongside his former Army comrades George C. Marshall and Harold ‘Hap’ Arnold as a member of the newly formed committee known as the Baker Board. Their assignment involved reviewing events surrounding President Franklin Roosevelt’s ill-advised and hasty decision to cancel commercial airmail contracts (a system allegedly deemed rife with corruption), temporarily replacing them with Army aviators ill-equipped and unaccustomed to performing night navigation in inclement weather. The unintended consequence of this action resulted in sixty-six accidents and twelve fatalities.[1] A month-long session of testimony and reports exposed America’s scant support for adequately funding the nation’s fledgeling Army Air Service and revealed the enormous gap existing between military and civil aviation. The stark contrast showed that even at the height of The Great Depression, civil aviation’s assets in equipment, organisation, and talent dwarfed that of the U.S. Army Air Service. Consequently, the board recommended, with Gorrell’s insistence, that future construction of civil airliners include structural modifications for adaptation in military use should the need arise.[2]

In January of 1936, Gorrell was selected as head of the Chicago-based organisation known as the Air Transportation Association of America (ATA). As president, he viewed his mission as twofold. Firstly, to avoid a repeat of the boom and bust cycle experienced by America’s railroad industry of the previous century, Gorrell advocated for the establishment of reasonable and modest regulations compatible with commercial aviation’s development.[3] Secondly, and of equal importance was the grafting of civil aviation with the needs of national defence in times of crisis. He categorically stated that:

Beyond doubt, the scheduled air transport industry has influenced and stimulated many of our other national industries. Our military air force is as dependent on commercial aeronautics as our Navy is upon our Merchant Marine.[4]

This statement more closely aligns with Alfred Thayer Mahan’s concept of naval strategy than anything related to William “Billy” Mitchell’s thoughts involving strategic bombing. Furthermore, unlike Mitchell’s acerbic personality, Gorrell maintained cordial relations with leaders in governmental agencies and commercial industry alike. Affability combined with credibility and insight made him the perfect catalyst for advancing aviation technology.[5] This was evident in his adept response to a proposal from Senator Royal S. Copeland (D-NY) to mobilise the airlines for a two-day exercise during the military’s 1937 summer manoeuvres. The mobilisation plan, based on a preliminary study from 1922 was, in Gorrell’s estimation, an outdated, vague, and ham-fisted approach. Having carefully studied the plans as they related to the exercise, he calmly concluded that should they proceed with the plan in its current form; the cumulative effect would result in a seven-day disruption of the entire airline system and cost the taxpayer approximately $5,000,000. Wisely, the War Department accepted his sage advice and rescinded the order without further argument from the Senator.[6]

C-54
A Douglas C-54 Skymaster of the Military Air Transport Service. Air Transport Command was a precursor to this organisation. (Source: Wikimedia)

Over the next three years, Gorrell assisted by his staff laboured to enhance civil aviation to include navigation aids, aircraft modification, mapping of routes, development of runway aids, and weather stations across the globe for the immediate benefit of commercial aviation and for military use in a war he considered as inevitable.[7]  By the time Germany invaded Poland in the fall of 1939, Gorrell confidently assured General Marshall, now head of the U.S. Army, that the airline industry was readily available to support any contingency.[8] Following the Japanese attack on Pearl Harbor, Gorrell spelt out in a memo circulated to all airlines dated 20 January 1942 reviewing wartime control, industry coordination, and requests from the military and stressed the need for cooperation.[9] Still, relations between civil aviation and the military were not without incident and in 1943 when it appeared progress was stalled; President Franklin Roosevelt briefly contemplated nationalising the airlines. Fearing the possibility of a permanent government takeover of the industry Gorrell, with the support from the Army’s Chief of the Air Corps General Arnold, met privately with Roosevelt and expressed opposition to nationalising America’s commercial airlines. The two men eventually persuaded the President to maintain the current relationship between civil and military authorities whereby the later enlisted rather than commandeered commercial aviation’s support and as history demonstrates, this proved the better choice.[10]

liberator_express_consolidated_c-87_41-11706_281552059443329
Consolidated C-87 Liberator Express (Source: Wikimedia)

Gorrell realised that necessary ingredient for achieving Allied victory in World War II required logistics that, in turn, required expansion of air transportation on a global scale. This was the very thing the U.S. Army Air Corps lacked. The existing bomber bias so pervasive within its pre-war ranks was nowhere more evident than in the inventory of aircraft that, in 1939 amounted to 1,700 – of these, only seventy-five were designated as transport.[11] Without civil aviation’s support encompassing its equipment, expertise, and facilities, expansion of the United States Army Air Force’s transport system was, at best, problematic. During the early stages of the war, the Army relied almost exclusively upon civil aviation’s assistance in transporting men and equipment to Alaska to blunt the Japanese offensive in the Aleutians.[12] Civilian transport also played a crucial role in assisting with securing vital assets in Latin America deemed necessary for the war effort.[13]  With civil aviation’s assistance, the U.S. military went so far as to commandeer civil aircraft used by Axis powers and press them into military service.[14] By 1945, the Army’s Air Transport Command, with Gorrell’s expertise and support, grew to operate 3,386 aircraft consisting of 41,520 officers, 166,026 enlisted, and further backed up by 23,735 civilian technicians.[15] This organisation was a one of a kind operation that successfully performed global missions utilising civil aircraft modified for military use – namely Consolidated’s C-87 (modified from the B-24 bomber), the Lockheed Constellation (designated C-69) and Douglas DC-4 (designated C-54).[16] By war’s end, strategists recognised the value of airlift operations and therefore incorporated this significant component into all future planning and logistics.[17] Another overlooked feature of Gorrell’s contributions to the growth of American air power was the modification centre concept. The management of ‘Mod Centers’ by various airlines across the United States enabled aircraft manufacturers to concentrate on production without stopping to refit for improvements.[18] Overall, Mod Centers were responsible for readying half of all U.S. military aircraft produced for combat during World War II.[19]  Gorrell’s foresight and hard work culminated in not only the expansion and development of aviation technology but forged a successful partnership between civil and military aviation on a global scale. Unfortunately, Edgar Staley Gorrell did not live to see the fruits of his labour. Without warning, he suffered a heart attack and died in the spring of 1945 at age fifty-four. In accordance with his wishes, his remains were cremated and scattered across the parade ground of his alma mater, West Point.[20]

Part One and Three of this article can be found here and here.

Johannes Allert holds an MA in Military History from Norwich University and has served as an adjunct for Minnesota State University – Moorhead and Rogers State University (Oklahoma). His thesis concerning Lieutenant General Frank M. Andrews appeared in Air & Space Power Journal. He assisted in editing Naval Press Institute’s The Secret War for the Middle East – The Influence of Axis and Allied Intelligence Operations in WW II. His other articles concerning aviation appear in Minnesota History Magazine. He has also written for North Dakota History Magazine. Currently, he is a Legacy Research Fellow for the Minnesota State Historical Society and is working on a larger book project entitled Discovering Minnesota’s Lost Generation – Reflections and Remembrances of the Great War. His other ongoing book projects include Marshall’s Great Captain – The Life of Lieutenant General Frank Maxwell Andrews and Citizen-Soldier: Major General George Leach.

Header Image: Newly delivered USAAF Consolidated C-87-CF Liberator Express transport planes at the Consolidated Aircraft Corporation, Fort Worth, Texas, in October 1942. (Source: Wikimedia)

[1] E.R. Johnson, American Military Transport Aircraft Since 1925, (Jefferson, NC: McFarland & Co. 2012), p.3.

[2] Theodore J. Crackle, ‘Roots of the Civil Reserve Air Fleet,’ Air Power History, 45(4) (1998), p.30.

[3] ‘Notable, of course, is the fact that the new (Civil Aeronautics) Act imposes a comprehensive system of economic regulations of air carriers, heretofore lacking, which is, as the Interstate Commerce Commission has said, if anything more comprehensive than that applying to railroads.’ Address delivered by Col. Edgar Gorrell entitled ‘Progress Ratified: Lethargy Rejected’ delivered at ATA’s Experimental Station located in Indianapolis, IN on 29 May 1939. Courtesy of Norwich University Archives & Special Collections  http://library2.norwich.edu/catablog/aviation/gorrell-edgar-s-1891-1945

[4] Edgar Gorrell’s address to the Boston’s Chamber of Conference on Transportation 14 January 1937. Archives & Special Collections  http://library2.norwich.edu/catablog/aviation/gorrell-edgar-s-1891-1945

[5] Crackle, ‘Roots of the civil reserve air fleet,’ p.32.

[6] Ibid. 33-4.

[7] Roger Bilstein, Airlift and Airborne Operations in World War II (Washington DC: Air Force History and Museum Program, 1998), pp.10-1.

[8] Reginald M. Cleveland, Air Transport At War (New York, NY: Harper & Bros. Publishing), pp.17-9.

[9] Ibid, p.19.

[10] Ibid, pp. 1-2.

[11] Bilstein, Airlift and Airborne Operations in World War II, p .3.

[12] Jack El-Hai, Non-Stop: A Turbulent History of Northwest Airlines (Minneapolis, MN: University of Minnesota Press, 2013), pp.91-2.

[13] Crackle, ‘Roots of the Civil Reserve Air Fleet,’ pp.40-1.

[14] Dan Hagedorn, Alae Supra Canalem – Wings Over the Canal: The Sixth Air Force and the Antilles Air Command (Paducah, KY: Turner Publishing, 1995), pp.105-7.

[15] Johnson, American Military Transport Aircraft since 1925, p.7.

[16] Ibid, pp.145-46, 113-14, and 95-7.

[17] Bilstein, Airlift and Airborne Operations in World War II, pp.14-5.

[18] Cleveland, Air Transport at War, pp. 282-83.

[19] Ibid, pp. 282-309.

[20] Mark Clodfelter, Beneficial Bombing: The Progressive Foundations of American Air Power, 1917-1945 (Lincoln, NE: University of Nebraska Press, 2010), p.34.

#Commentary – A Rose by Any Other Name…

#Commentary – A Rose by Any Other Name…

By Dr Ross Mahoney

In a recent piece for The Central Blue, the blog of the Sir Richard Williams Foundation in Australia, Robbin Laird has suggested that rather than describing the F-35 Lightning II as a 5th Generation aircraft, we must think of it as ‘a first generation information and decision making superiority “flying combat system”.’[1] (Emphasis in original)

Arguably, this is an important shift in how we think about the capabilities of this new platform and the implications this has regarding how we think about air power. However, this labelling of platforms and capabilities raises several interesting observations and what follows are some personal opinions on the issue of ‘labels.’

First, and while we should always be careful of generating faulty parallels, as a historian, I am quite certain I have heard similar phrases before namely Giulio Douhet’s ‘battleplane’ concept. In short, in the second edition of his seminal work Command of the Air, written in 1926, Douhet argued that the roles of combat and bombing should be combined with a single type of aircraft, the ‘battleplane.’ This was a move away from his thinking outlined in the 1921 edition of Command of the Air, but as Thomas Hippler has noted, at a conceptual level, the ‘battleplane’ was important because it allowed Douhet to reconcile the ideas of war in the air and war from the air.[2] For Douhet, both were synonymous and one, though whether this proposed platform would have solved that challenge remains debatable. This was clearly a lesson derived from Douhet’s views of the First World War. Nevertheless, the problem with the ‘battleplane’ idea is that it was a solution to one set of circumstances and would not have applied to all situations where the use of air power might have been called upon. Could we end up in the same situation if we think of the F-35 in a similar vein?

Second, a broader issue with Laird’s description is that of buzzwords or phrases. Buzzwords tend to be created to support someone’s vision of the future, and they are unhelpful if not grounded in some form of intellectual rigour. Indeed, buzzwords and phrases are certainly not something limited to air forces but pervade the military more broadly. For example, in the last few days, it has been reported that the US Navy’s Chief of Naval Operations has decided to shelve the use of Anti-Access/Area-Denial as a ‘stand-alone acronym’ primarily because it ‘can mean all things to all people or anything to anyone.’[3] This is an important point, and the same can be said of effects-based operations, which was fashionable in the late 1990s and early 2000s.[4] Both of these strategies are ideas that have history, and we should be careful about trying to re-invent the wheel. As I recently heard from one colleague, if you want a new idea, read an old book. As such, is the description being applied to the F-35 helpful when thinking about the application of air power? It is indeed being linked to the idea of 5th generation strategy, but we must continually ask the question within the question and seek to understand what is underpinning such statements. For example, is the platform important or the ideas about their use? Also, should we be careful about linking platforms to strategy?

Nevertheless, while I would advocate the need to critique statements, such as Laird’s, there is certainly always a case to build new language and ideas to explain future challenges. This is particularly important for air power because, since the end of the Cold War, it has become, arguably, the West’s preferred way of war.[5] Nevertheless, as Tony Mason reflected, ‘while our technology is lifting us into the 21st century, our formative concepts remain rooted in a bygone age.[6] This comment remains as relevant today as it did in 1998. While today’s core air power roles can be identified in the activities of the First World War, it is perhaps an axiom that as with any field of human endeavour, the language and ideas about the use of military aviation should and must evolve as time goes by and situations change.

This, however, raises my third point of how we improve and encourage the conceptual thinking that underpins many of the statements made by commentators and practitioners. It is ok to have opinions and advocate them; however, they must be derived from the intellectual study of the field. Indeed, while advocacy can create friction, that friction, in turn, can generate innovation, which is important if organisations are to adapt to changing strategic, operational and organisational shifts. However, it should also be recognised and understood that such friction needs to be managed so that it does not become divisive as it arguably did at the strategic level between the RAF and Royal Navy in the inter-service debates of the 1920s. This is clearly an issue of education, and how that process is utilised and retained by air forces. This is difficult for western air forces primarily because they have been involved in sustained operations for at least the past decade. This has not given air forces significant time to think and reflect on their craft as their focus has been elsewhere. Nevertheless, air forces have, where possible promoted thinking. For example, the modern RAF runs a fellowship to encourage study and expand the Service’s ‘intellectual capacity.’[7] However, this intellectualising of air power needs to filter back into the development of thinking, policy and doctrine and refresh the lexicon while providing the necessary foundations to attempts to redraw conceptual boundaries.

Just to conclude, this is clearly a thought piece and does not propose any solutions to the challenges of today; however, we should be very careful about the labels we apply to platforms, capabilities and concepts. Terminology, as the discussion section of Laird’s piece, illustrated, matters and has a tendency to carry cultural baggage. In developing effective thinking about the application of air power as part of the solution to strategic challenges, air forces need to think about their place in the pantheon of options open to policy makers. I would argue that in an age of austerity and uncertainty, this requires air forces an investment in the organisation’s human element to generate the capacity to think effectively about the conceptual component.

This post can also be found at The Central Blue.

Dr Ross Mahoney is an independent historian and defence specialist based in Australia. Between 2013 and 2017, he was the resident Historian at the Royal Air Force Museum, and he is a graduate of the University of Birmingham (MPhil and PhD) and the University of Wolverhampton (PGCE and BA). His research interests include the history of war in the twentieth and twenty-first centuries, air power and the history of air warfare, and the social and cultural history of armed forces. To date, he has published several chapters and articles, edited two books, and delivered papers on three continents. He is a member of the Royal Historical Society and is an Assistant Director of the Second World War Research Group. He is a member of the Royal Historical Society and an Assistant Director of the Second World War Research Group. He blogs at Thoughts on Military History, and can be found on Twitter at @airpowerhistory.

Header Image: An F-35 Lightning II Joint Strike Fighter test aircraft banks over the flight line at Eglin Air Force Base, 23 April 2009. (Source: Wikimedia)

[1] Robin Laird, ‘The F-35 and the Transformation of Power Projection Forces,’ The Central Blue, 19 September 2016.

[2] Thomas Hippler, Bombing the People: Giulio Douhet and the Foundation of Air-Power Strategy, 1884-1939 (Cambridge: Cambridge University Press, 2013), p. 147. There is a question over the correct date for Douhet’s second edition. Hippler consistently refers to it being produced in 1926 while the most recent imprint of Dino Ferrari’s 1942 translation describes it as the 1927 edition, see: Hippler, Bombing the People, p. 144; Thomas Hippler, ‘Democracy and War in the Strategic Thought of Guilio Douhet’ in Hew Strachan and Sibylle Scheipers (eds.),  The Changing Character of War (Oxford: Oxford University Press, 2011), p. 181, fn. 13; Guilio Douhet, Command of the Air, translated by Dino Ferrari (Washington DC: Air Force History and Museums Program, 1998), p. x. It is clear, however, from the original Italian that while published in 1927, the second edition was written in 1926.

[3] Sam LaGrone, ‘CNO Richardson: Navy Shelving A2/AD Acronym,’ USNI News, 3 October 2016. Also, see: B.J. Armstrong, ‘The Shadow of Air-Sea Battle and the Sinking of A2AD,’ War on the Rocks, 5 October 2016.

[4] For a useful discussion of effects-based warfare that takes account of historical and contemporary views as well as a multi-domain approach, see: Christopher Finn (ed.) Effects Based Warfare (London: The Stationary Office, 2002).

[5] For useful views on future air power thinking, see: John Andreas Olsen (ed.), Airpower Reborn: The Strategic Concepts of John Warden and John Boyd (Annapolis, MD: Naval Institute Press, 2015).

[6] Air Vice-Marshal Professor Tony Mason, ‘The Future of Air Power,’ RAF Air Power Review, 1(1) (1998), p. 42.

[7] CAS Fellowships – http://www.raf.mod.uk/raflearningforces/usefulinfo/casfellowships.cfm

A Case of Mistaken Identity: Colonel Edgar Stanley Gorrell – Part 1: Early Life

A Case of Mistaken Identity: Colonel Edgar Stanley Gorrell – Part 1: Early Life

By Johannes Allert

In the following series of posts, Johannes Allert explores Colonel Edgar Gorrell’s role in co-ordinating US civilian aviation assets in support of military aviation strategy during the Second World War.

I came solely to benefit [American] commercial aviation, to try to keep it supreme in the air, [and] to do what I could for national defense.

Edgar Gorrell speaking before the Senate Committee Investigating Air Safety – January 1936

‘Chicago Banker, Air Transport Head, Dies.’ This headline in the Associated Press dated March 5, 1945, informed the world about the passing of Colonel Edgar Staley Gorrell and indicated that the decedent’s work evolved more around finance than flying.[1]  Later that same year his alma mater at West Point paid homage to his career stating his most notable contribution ‘was his formulation of the plan for strategic air bombardment of Germany’ and further asserted his ideas concerning aerial bombing predated those of Mitchell and Douhet.[2] His brief life, however, encompassed far more than the obituaries or a singular doctrine reveal, yet his legacy quickly faded amidst the Allies’ triumph in the World War II and was further overshadowed by Strategic Air Command’s ascent during the Cold War. With the collapse of the Soviet empire, however, interest in his work reemerged in 1990 with the publication of Marvin Skelton’s article entitled ‘Colonel Gorrell and his nearly forgotten records.’ The author, utilising West Point’s Assembly, reasserts ‘one of his most notable contributions to the development of military aviation was his formulation of the plan for the strategic air bombardment of Germany.’[3] George Williams later countered this assertion arguing Gorrell merely copied theories previously proposed by Major Lord Tiverton and Hugh Trenchard.[4] Rebecca Grant, however, rebuts this notion in her article published in November 2008 and stated Gorrell’s work concerning strategic bombardment was, in fact, the key to allied’ air victory in the Second World War.[5] In actuality, his varied career concentrated on the growth and development of civil aviation yet; historians repeatedly define him as the principle architect responsible for creating the original blueprint designed to target German industry through strategic precision bombing.[6] Further, complicating matters was the fact that, unlike many of his colleagues who frequently engaged in a very public and ideologically driven campaign promoting a bomber-centric doctrine, Gorrell’s preference involved coordination of civil air assets with military airlift operations. As history demonstrates; his results lay in actual achievements that endure today.

Edgar Gorrell’s Early Years

600px-1st_aero_squadron_-_pilots_in_mexico
At field headquarters near Casas Grandes, Mexico, April 1916, dashing airmen Lieutenants Herbert A. Dargue (left), and Edgar S. Gorrell (right) pose with Signal Corps No. 43. (Source: Wikimedia)

Small in stature, yet boundless in energy, Gorrell entered the U.S. Military Academy at West Point in 1908. His classmates nicknamed him ‘Nap’ (an abbreviation for Napoleon) and the moniker proved appropriate because, like his namesake, Gorrell was indefatigable. As a young cadet, his interest in aviation blossomed when he witnessed Glen Curtiss complete the final leg of his Albany to New York flight.[7] Briefly serving as an infantry officer, Gorrell quickly transitioned to the Signal Corps and obtained a pilot’s license within its air service section. In 1916, he flew reconnaissance missions in support of General John Pershing’s Punitive Expedition against the elusive Pancho Villa. This marked the first time in American military history where powered flight and ground forces operated jointly. Although the exercise achieved less than expected results, the experience left an indelible impression upon the young aviator.[8] During America’s brief involvement in the First World War, he served under the flamboyant and controversial General William “Billy” Mitchell; however, unlike his superior, Gorrell was short on style and long on substance. While Mitchell sparred with General Benjamin Foulois over control of the America’s emerging Air Service, Gorrell created a detailed and comprehensive air offensive aimed at crippling Germany’s industrial centre. Although hostilities ceased before his plans were implemented, they were later resurrected and used as a template in the Army Air Force’s bombing campaign against Germany in the Second World War.[9]

Following the Armistice, Gorrell further burnished his credentials by chronicling America’s aviation efforts in the Great War as part of the Army’s official history – a project concocted by the general staff as an instructional aide for future wars. However, in a rush to demobilise, many perceived the gathering and analysis of squadron operations as an unnecessary task, yet Gorrell embraced the challenge and delivered a detailed report never published but often referred to as ‘The Gorrell Histories.’[10] He later incorporated aspects of his experiences in the Great War into academic lectures and speeches where he effectively debunked two myths concerning America’s involvement in the First World War. The first pertained to the ‘Billion Dollar Bonfire’ propagated by the media criticising the U.S. military’s disposal procedures of surplus aircraft at war’s end. Countering the charge of carelessness on the part of the Air Service that sent taxpayer’s dollars up in smoke, Gorrell provided a comparative analysis revealing the cost break down and the logic behind the disposal procedure.[11] Secondly, he argued that despite early setbacks associated with coordinating aircraft production congruent with allied war aims, American industry succeeded in supporting the Allied war effort by producing quality tools and equipment including the lighter and more reliable Liberty aircraft engine based upon the British Rolls-Royce design. From this and other experiences in his varied and fruitful career, Gorrell repeatedly maintained that careful planning, preparation, and just plain hard work were fundamental ingredients for success.[12]

In the next part, here, we will explore Gorrell’s role the emerging to role of civil aviation in air transport in the US.

Johannes Allert holds an MA in Military History from Norwich University and has served as an adjunct for Minnesota State University – Moorhead and Rogers State University (Oklahoma). His thesis concerning Lieutenant General Frank M. Andrews appeared in Air & Space Power Journal. He assisted in editing Naval Press Institute’s The Secret War for the Middle East – The Influence of Axis and Allied Intelligence Operations in WW II. His other articles concerning aviation appear in Minnesota History Magazine. He has also written for North Dakota History Magazine. Currently, he is a Legacy Research Fellow for the Minnesota State Historical Society and is working on a larger book project entitled Discovering Minnesota’s Lost Generation – Reflections and Remembrances of the Great War. His other ongoing book projects include Marshall’s Great Captain – The Life of Lieutenant General Frank Maxwell Andrews and Citizen-Soldier: Major General George Leach.

Header Image: A Curtiss JN-3 of the US 1st Aero Squadron during the Mexico Expedition of 1916. (Source: Wikimedia)

[1] ‘CHICAGO BANKER, AIR TRANSPORT HEAD, DIES.’ Col. Edgar Staley Gorell. 54. President of Air Transport Association of America and Chicago Investment Banker, died today of a heart condition after a brief illness. Lubbock Morning Avalanche, Tuesday, March 6, 1945, http://newspaperarchive.com, (accessed 6 February 2014), p. 1.

[2] Quoting directly from Assembly ‘One of his most notable contributions to the development of military aviation was his formulation of the plan for the strategic air bombardment of Germany. It is difficult in these days. When huge German and Japanese cities lie in heaps of rubble, to appreciate the daring imagination which conceived that plan in 1917 and 1918. No Douhet or Mitchell had yet preached the modern gospel of air power.’ Gorrell’s obituary is reproduced and available on line. Cullum No. 5049. Mar 5, 1945. Died in Wash DC. Age 54 http://apps.westpointaog.org/Memorials/Article/5049/

[3] Marvin Skelton, ‘Colonel Gorrell and his “nearly forgotten records”’, Over The Front, 5(1) (1990), pp. 56-71.

[4] George K. William, “The Shank of the Drill’: Americans and Strategical Aviation in the Great War,’ Journal of Strategic Studies, 19(3) (1996). pp. 381-431

[5] Rebecca Grant, ‘Airpower Genesis,’ Air Force Magazine, 91(11) (2008), pp. 54-57.

[6] At Strategic Air Command’s zenith, Thomas Greer’s ‘Air Army Doctrinal Roots, 1917-1918’ published in Military Affairs states Gorrell’s plan ‘was a truly striking forerunner of the doctrine which matured years later at the Air Tactical School’ and quotes (then) Major General Laurence Kuter ‘the earliest and least known statement concerning the conception of American airpower.’ Thomas Greer, ‘Air Army Doctrinal Roots, 1917-1918,’ Military Affairs, 20(4) (1956), p. 214.

[7] Mark Clodfelter, Beneficial Bombing: The Progressive Foundations of American Air Power, 1917-1945 (Lincoln, NE: University of Nebraska Press, 2010), pp. 7-8.

[8] Skelton, ‘Colonel Gorrell and his “nearly forgotten records”’, p. 56-8.

[9] In James J. Hudson, Hostile Skies: A Combat History of the American Air Service in World War I (Syracuse,: Syracuse University Press, 1968), pp. 54-8, the author chronicles the friction between Mitchell and Foulois. Mitchell arrived in France ahead of his peers and after consulting with various allied air strategists, became the self-declared American authority on air power. Contemptuous of Foulois’ Air Staff, Mitchell frequently referred them as ‘an incompetent lot’ or simply ‘carpetbaggers’ this implies they were newly arrived outsiders out to take credit for his efforts.

[10] Following the Armistice, and order was dispatched to all air units directing each to prepare a history and forward it to the Information Section. However, feedback concerning the order surfaced indicating a lack of enthusiasm for the project since ‘The Z. of A. has no further interest in war. The squadrons have but one idea – getting home. Writing history does not appeal to them.’ Consequently, M.G. Mason Patrick assigned Col. Edgar Gorrell the task of assembling a staff, gathering the information, and submitting a report to include any information that might ‘assist in establishing Army aeronautics on a sound basis for the future which would leave unanswered questions that might be asked concerning the Air Service in Europe.’ Gorrell’s History of the American Expeditionary Forces Air Service, 1917-19, Record Group 120 (National Archives, Washington, D.C. 1923), pp. 1-4.

[11] Edgar Staley Gorrell, The Measure of America’s World War Aeronautical Effort (Northfield, VT: Norwich University, 1940) pp.73-7.

[12] Gorrell’s commencement address to the Norwich Corps of Cadets on 7 June, 1937 emphasized the concepts of life time learning, empathy, and above all hard work and diligence in problem solving far outweighs the label of genius. ‘Standing on the threshold of a Profession,’ Graduation Address to the Corps of Cadets Norwich University, Northfield, VT. June 7, 1937. Courtesy of Norwich University Archives & Special Collections  http://library2.norwich.edu/catablog/aviation/gorrell-edgar-s-1891-1945

#ResearchNote – The Forgotten Command: Air Defense Command and the Defense of North America

#ResearchNote – The Forgotten Command: Air Defense Command and the Defense of North America

By Dr Brian D. Laslie

I was recently perusing an article by Robert Farley, author of Grounded: The Case for Abolishing the United States Air Force when I came across something that made me stop and pause. Now, before we go any further, I want to note that I consider Farley a colleague and friend of mine. We may disagree on certain roles and missions of air power, but we get along swimmingly, right Rob? Anyway, on to my pause. In his recent article ‘The Worst Fighter Aircraft of all time’ published on War is Boring, Farley stated that:

Tactical Air Command tried to resolve this problem by making itself as “strategic” as possible, focusing on interceptors that could catch and kill Soviet bombers, and also on fighters heavy enough to deliver nuclear weapons.

Farley is not entirely wrong, but he does miss one key – some might say pedantic – piece. Tactical Air Command (TAC) did build itself as a mini-Strategic Air Command (SAC), something I mentioned in my book, but it was the responsibility of Air Defense Command (ADC) to intercept Soviet bombers as they came across the North Pole.

It seems that this was more omission than a mistake, because ADC has, in a way, become the forgotten command. When Cold War air power in the United States is discussed, it focuses almost exclusively on TAC and SAC (what we might call Air Combat Command and Global Strike Command today, but that is a different argument).[1] When the Cold War kicked off, or gradually escalated as the case may be, the American military, and the newly minted United States Air Force (USAF), in particular, started planning for and developing a ‘defensive air shield,’ to be used to locate, track, target, and destroy the incoming Soviet bombers.[2] When USAF celebrated its Independence Day in September 1947, as a separate service, it was understood that the new service would take the lead in defending the homeland from aerial bombardment.

Thus enters ADC; its history predates USAF. The command was established in 1946, and it became a wholly separate and equal Major Command in 1951 at Ent Air Force Base, Colorado. Subordinate USAF units were divided into different regions, each with a section of the United States to protect.[3] In 1954, the other military services were brought into the fold, and a new a multi-service unified command was created: the Continental Air Defense Command (CONAD), but ADC continued to act as the Air Force arm of this new joint command, or what is known in 2016 as a Geographic Combatant Command (GCC). Included in the CONAD mix were Army Anti-Aircraft Command, and Naval Forces CONAD. The late 1950s also saw the United States and Canada working closely together in the realm of air defence of North America leading to the creation of the North American Air Defense Command (NORAD) in 1958. The two countries, united by the NORAD agreement, integrated their headquarters and operated together but both CONAD in the United States and the Royal Canadian Air Force Air Defense Command remained independent commands. The Commander-in-Chief of NORAD (CINCNORAD) was also the commander of CONAD.

71st-fighter-interceptor-squadron-scramble-before-1971
Scramble by the 71st Fighter Interceptor Squadron c. 1960s (Source: United States Air Force)

USAF leaders, most notably Generals Benjamin Chidlaw and Earle Partridge, guided the planning and programs during the mid-1950s and were largely responsible for how the ADC operated. USAF provided the interceptor aircraft and planned the upgrades needed over the years. USAF also developed and operated the extensive early warning radar sites and systems which acted as ‘tripwire’ against air attack. In addition to the radar sites in Canada, the US Navy element, now Naval Forces NORAD, operated radars and picket ships on both the East and West coast. The complexity of the NORAD mission would eventually be controlled from inside the Cheyenne Mountain Air Force Station. In a theoretical scenario, Soviet bombers would be detected by one of the early warning lines or picket ships and the interceptors launched.

norad-map-1960s
Map illustrating the coverage provided by NORAD in the 1960s (Source: United States Air Force)

These aircraft came in many forms, most notably the famed (infamous) Century Series: North American F-100 Super Sabre (more commonly called the Hun), Mcdonnell F-101 Voodoo, Convair F-102 Delta Dagger, Lockheed F-104 Starfighter, Republic F-105 Thunderchief (the Thud), and the Convair F-106 Delta Dart. This entire series of aircraft were a mix of Fighter-Bomber and interceptors. TAC used these aircraft (mainly in Europe) as nuclear delivery vehicles: the F-100, F-101, F-105, but it was ADC that used the F-101, F-102, F-104, and F-106 as interceptors to stop the Soviet bombers. They were designed to take-off and be guided by ground control to Soviet bombers, which they would engage and destroy by air-to-air missile or the air-to-air Genie nuclear missile to take out entire bomber streams.

Of course, no series of fighter intercepts was going to be perfect and the interceptor force was back dropped by a heavy integrated air defense system (IADS) from both USAF Bomarc missiles (fired in advance of the interceptors) and the re-designated Army Air Defense Command of Nike and Zeus surface-to-air missiles surrounding government and military sites throughout the United States. While we normally attribute IADS as a Soviet way of defence, it was used extensively throughout the United States in the 1950s and 1960s.

It is not surprising that on Farley’s list of best and worst aircraft, none of these interceptors (F-101, 102, 104, 106) is to be found; they are not really fighters and were never meant to dogfight. It is almost as if an entire generation of aircraft and a whole command have been relegated to the trivial pursuit section of history. If this interests you and you have got thirty minutes to waste, enjoy this Army Air Defense Command (ARADCOM) instructional video from 1961 and if you have not had your fill of Air Defense and Freedom, there is also 1963’s The Shield of Freedom. ADC, by then the Aerospace Defense Command, finally inactivated on March 31, 1980.[4]

Dr Brian Laslie is an Air Force Historian and currently the Deputy Command Historian at North American Aerospace Defense Command (NORAD) and United States Northern Command (USNORTHCOM). A 2001 graduate of The Citadel and a historian of air power studies, he received his Masters’ from Auburn University Montgomery in 2006 and his PhD from Kansas State University in 2013. His first book The Air Force Way of War (2015) was selected for the Chief of Staff of the Air Force’s 2016 professional reading list. He lives in Colorado Springs. He can be found on Twitter at @BrianLaslie.

Header Image: Convair F-106A Delta Dart firing a Douglas AIR-2 Genie missile (Source: United States Air Force)

[1] According to the Air Force Historical Research Agency, the USAF currently has 14 inactivated major commands, http://www.afhra.af.mil/Information/Organizational-Records/Major-Commands/

[2] NORAD and US Northern Command Office of History, ‘A Brief History of NORAD,’ p. 4

[3] Lineage and honours of ADC can be found at the AFHRA: http://www.afhra.af.mil/About-Us/Fact-Sheets/Display/Article/433912/air-defense-command/

[4] The USAF does not ‘deactivate’ commands, rather they are ‘inactivated’ should the need ever arise for them to be reactivated.

Remembering The F-4 Phantom – Part 2: Orchestrated Confusion

Remembering The F-4 Phantom – Part 2: Orchestrated Confusion

By Mike Hankins

Previously, we looked at how McDonnell lost a significant contract with the US Navy after their upgraded F3H Demon failed a fly off competition against their competitor, Chance-Vought’s entry which became the F-8U Crusader.

1280px-mcdonnell_f3h-g_mockup_in_1954
An early mockup of a modified F3H which is beginning to show some familiar visual characteristics of the F-4. (Source: US Navy National Museum of Naval Aviation)

McDonnell engineer Herman Barkley took the Demon’s rejection as a personal challenge and immediately began designing an unsolicited new aircraft initially without military funding.[1] Original sketches for the new craft consisted of yet another version of the Demon, similar to the design that had already failed against Vought’s F-8U. The US Navy had a vested interest in allowing McDonnell to experiment with the design. It could keep McDonnell afloat, enabling it to remain a valuable supplier, and perhaps reap some return on the initial investment they had both placed in the failed F3H. Upon review of these sketches, The US Navy did support the project, but gave no stated mission requirements for the plane, encouraging McDonnell to experiment on the drawing board. According to J. S. McDonnell himself:

All we had to work with in the beginning [of F-4 Phantom II Development] was a gleam in the customer’s eye […] What followed was two years […] of orchestrated confusion.

The US Navy, because of their doctrinal assumptions, wanted to focus on high-speed interceptors but was purposefully vague about communicating this, hoping McDonnell would reach in new and unexpected directions. This lack of specificity and a desire to maximise profits by designing a versatile plane that functioned in many contexts led McDonnell to develop a multi-role aircraft not optimised for the air-to-air mission.[2]

The confusion continued until Spring of 1955 when Commander Francis X. Timmes (newly in charge of the project) emphasised the high-speed interceptor role and stressed adaptability. Those concepts required that the plane to have two seats, two engines, and an armament of only missiles. The plane thus featured eleven hardpoints for carrying bombs or missiles, the most ever designed on an airframe at that time. The homogenous armament and dual-pilot setup both theoretically enhanced adaptability, since dogfighting was (allegedly) unnecessary, the lack of guns made the plane lighter (thus faster), and pilot duties could be split between two people. In July 1955, the US Navy rewarded McDonnell’s efforts with a contract for the production of seven prototypes.

The Phantom’s unique look was the result of over 5,300 hours of wind tunnel tests, which revealed a significant problem in supersonic flight. The plane was susceptible to ‘roll coupling,’ which is a technical way of saying the plane became uncontrollable – a condition from which pilots were trained to eject immediately. The angled wingtips and tail decreased the chances of this occurring. To add to stability concerns without sacrificing speed, the Phantom was given the ‘Stab Aug’ system that could sense unstable flight paths and automatically correct for them quicker than a pilot could manually. Computer controlled intake ramps to control air flow into the engines also increased the plane’s top speed. Another computerised system, ‘Boundary Layer Control,’ sent excess air from the engines over the wings to generate more lift and increase speed and acceleration. [3]

f4h-1_leadership
Herman Barkley (left) with test pilot Robert Little(center) and fellow engineer David Lewis (right) in front of a prototype of the F-4. (Source: Wikimedia)

Though the bond between the US Navy and its developers was strong, the military was loathed to place all its eggs in one basket. Timmes solicited other designs to fit the same roles as the Phantom in August 1955. The company that stepped up to the plate was none other than McDonnell’s old nemesis: Chance-Vought. Vought had developed an upgraded version of their successful F-8U Crusader, the very plane that had beaten McDonnell’s F3H Demon. Both new designs were set to compete in an unofficial fly off beginning on 15 September 1958. The tests emphasised the assumptions of the time, focusing on maximum speed and climbing rates. The assessments did not include manoeuvrability, gunnery, or other metrics pertinent to air-to-air combat.

In every tested category, the F8U-3 Crusader proved superior. It even had better fuel mileage. Its only drawbacks were a lower payload and time-consuming maintenance requirements. Despite this, George Spandenberg, then the director of Bureau of Aeronautics’ Evaluation Division, thought that single-seat, single-engine planes were inherently unreliable and argued that a two-seat plane would boost morale. Thus he boldly asserted, ‘The single-seat fighter era is dead.’ Advocates of the F-4 often claim the Phantom ‘won’ the contest (since it did win the US Navy contract after all), although a close look at the fly off reveals the upgraded Crusader had clear performance advantages in every category.[4]

Despite the Phantom’s lacklustre performance at the fly off, it was still an impressive aircraft in many respects. Between December 1959 and April 1962, the F-4 set over a dozen world records, the most coveted (and revealing of the plane’s doctrinal design focus) of which was that of absolute top speed: 1,606.3 miles per hour.[5] The F-4 also possessed many problems that came back to haunt the military over the jungles of Vietnam, and that appear almost negligent in retrospect. Aside from the stability issue (which caused ‘departure’ or ‘the adverse yaw effect,’ terms for when the plane loses control during maneuvers), the almost non-existent rear-visibility was a problem, as were the giant plumes of black smoke produced by the engines that gave away the location and heading of every Phantom. The plane was also quite vulnerable to ground fire because its hydraulic lines were delicate and devoid of redundancy. Indeed, ground fire downed more F-4s in Vietnam than any other single threat. Across US Air Force (USAF), the US Navy and the US Marine Corps combined, from January 1962 to January 1973, 930 planes were lost to small arms ground fire, or, 45% of losses by known causes. AAA claimed 632; SAMs shot down 191; MiGs destroyed 79, and friendly fire claimed 25.

The USAF observed these record-setting demonstrations and grew interested in the plane’s usefulness as a strategic bomber and interceptor.[6] After a series of tests, USAF eventually ordered more than triple the number of Phantoms as the Navy. McDonnell finally created four new models of the Phantom to USAF specifications, the first and most significant of which was the F-4C.[7]

U.S._Air_Force_McDonnell_F-4C_Phantom_II_fighters_refuel
A flight of US Air Force McDonnell F-4C Phantom II fighters refuel from a Boeing KC-135A Stratotanker aircraft before making a strike against targets in North Vietnam. The Phantoms are loaded with six 750 pound general purpose bombs, four AIM-7 Sparrow air to air missles, and 370 gallon external fuel tanks on the outboard pylons. (Source: Wikimedia)

Although the Phantom would undoubtedly have performed extremely well in its designed role of intercepting enemy bombers, it ironically never had to. Instead of saving the world from nuclear Armageddon in the hypothetical World War III, the F-4 instead flew in a limited war over the jungles of a tiny third world country that many Americans had trouble locating on a map. The enemies it faced were not large lumbering bombers threatening nuclear annihilation, but missiles, ground fire, and manoeuvrable MiG fighters much more adept at air combat. Statistically, the deadliest enemy for the Phantom, one of the most powerful and expensive planes in US history to that point, was an individual on the ground with a machine gun. Similar to the doctrine that spawned it, the F-4 was the right plane for the wrong war.

The F-4 Phantom II was a fighter plane possessing few characteristics of traditional fighters. It was large, cumbersome, and built around the concept of long range attacks, sacrificing the agility and armament necessary of true air superiority craft. Originally conceived as an interceptor and soon burdened by ‘mission creep’ that insisted it handle multiple roles, the plane was the poster child for pre-Vietnam USAF doctrine, namely, the quasi-religious devotion to strategic bombing that minimised all other roles of air power.

Part One of this article can be found here.

Mike Hankins is a doctoral candidate at Kansas State University, where he teaches World History, the History of Airpower, and the History of Comic Books, and he is currently working on his dissertation, ‘Sources of Innovation: The Cultural and Technological Origins of Fourth Generation Fighter Aircraft, 1964-1991.’ He completed his master’s thesis at the University of North Texas in 2013, titled ‘The Phantom Menace: The F-4 in Air-to-Air Combat in the Vietnam War. He has a web page and can be found on Twitter at @hankinstien.

Header Image: A USAF McDonnell Douglas F-4E Phantom II from the 81st Tactical Fighter Squadron, 52nd Tactical Wing, releasing 18 Mark 82 227 kg bombs over the Bardenas Reales Gunnery Range, Spain, 25 March 1986. (Source: Wikimedia)

[1] Enzo Angelucci and Peter Bowers, The American Fighter (New York: Orion, 1987), p. 451, 310. Larry Davis, F-4 Phantom II in Action (Carrollton, TX: Squadron/Signal Publications, 1984), p 4.

[2] Glenn E. Bugos, Engineering the F-4 Phantom II: Parts Into Systems (Annapolis: Naval Institute Press, 1996)p.  23, 9, pp. 13-14.

[3] Ibid, p. 20, pp. 25-28, 37-40, 51-2.

[4] Peter E. Davies,  USN F-4 Phantom II vs VPAF MiG 17/19: Vietnam 1965-73 (Oxford: Osprey Publishing, 2011), p. 16; Lou Drendel, F-4 Phantom II in Action (Warren, MI: Squadron/Signal Publications, 1972), p. 6; Bugos, Engineering the F-4, pp. 95-9.

[5] Mick Spick, All-Weather Warriors: The Search for the Ultimate Fighter Aircraft (London: Arms and Armour Press, 1994), p. 131; Enzo Angelucci with Peter Bowers, The American Fighter: The Definitive Guide to American Fighter Aircraft from 1917 to the Present (London: G.T. Foulis, 1987), pp. 310-1.

[6] Bugos, Engineering the F-4, p. 104.

[7] Anthony M. Thornborough, USAF Phantoms: Tactics, Training, and Weapons (New York: Arms & Armour Press, 1988), pp. 11-12; Bugos, Engineering the F-4, p. 115.

Remembering the F-4 Phantom – Part 1: A Product of Its Time

Remembering the F-4 Phantom – Part 1: A Product of Its Time

By Mike Hankins

A few weeks ago, on August 17, 2016, the QF-4 Phantom flew its final unmanned mission for the United States Air Force (USAF). Although the Phantom was officially retired from combat use in 1996, USAF has been using unmanned, remote-controlled versions of the F-4 as target drones in training exercises. As the QF-4 completes its final flight, it feels like the end of an era. With over 5,000 built, the F-4 was one of (if not the) most ubiquitous aircraft of the Vietnam War and formed the backbone of the USAF in that period.

Final flight farewells Phantom
Airmen from the 82nd Aerial Target Squadron, Det. 1 at Holloman Air Force Base hosted the final manned flight of the QF-4 Phantom as part of the Phinal Phlight Ceremony on 21 December 2016. The ceremony commemorated and retired the QF-4 Phantom after 53 years of service in the US  Air Force.  Over its many years at Holloman, the QF-4 flew 145 unmanned missions and 70 aircraft were destroyed in service. It flew its last unmanned mission in August 2016 and was replaced by the QF-16 in 2017. (Source: Wikimedia)

In many ways, the F-4 was the last representative of an earlier era in USAF thinking — its design (emphasising speed, interception, and multi-role capability) reflected the doctrines and assumptions of the early Cold War. During the Vietnam War, those assumptions began to be overturned, and the Air Force eventually turned to a new generation of fighters in planes like the F-15 Eagle and F-16 Falcon. As the Phantom has now officially passed out of use in the US, it is worth taking some time to look back at the Phantom’s design, what that tells us about previous modes of thinking in the Air Force, and what that might mean for the future.

After World War II, USAF, and indeed the entire US military was dominated by Strategic Air Command (SAC), which maintained a fleet of nuclear bombers. The assumption was that a potential “next war” would involve the US and the Soviet Union launching atomic bombs at each other. Thus, national security rested on the idea of being able to drop nukes on Soviet vital centres, while also being able to intercept any Soviet bombers that attempted to do the same.</p

Century_series_fighters_NACA_1957
Four US Air Force Century-series fighters in flight in 1957. These supersonic fighters were tested by the NACA Dryden Flight Research Center at Edwards Air Force Base. The aircraft visible are: McDonnell F-101A-5-MC Voodoo (top), Lockheed XF-104A Starfighter )left). This latter aircraft crashed on 11 July 1957 due to an uncontrollable tail flutter. The pilot, Bill Park, ejected safely. A Convair F-102A-20-CO Delta Dagger (right), North American F-100A-20-NA Super Sabre (bottom). (Source: Wikimedia)

Other tactical missions like air superiority, ground support, or supply interdiction, became irrelevant. The age of fighter escorts, dogfights, and close air support against fielded enemy ground forces was over. In those early years of the Cold War, despite a few small voices of criticism, the USAF devoted less than 6 percent of its research and development resources into tactical and fighter roles. As a result, several tactical fighter wings disappeared in the late 1950s. Tactical Air Command was responsible for these functions and quickly found that the best way to retain relevance (and budget dollars) was to make a case that they too could contribute to SAC’s nuclear mission. They thus focused on developing fighter/bombers and interceptors that emphasised speed (at the expense of manoeuvrability) to either quickly deliver a nuclear warhead, or to intercept an enemy bomber and shoot it down in one pass – not with guns, but with guided missiles. This approach was exemplified in their ‘Century Series’ of interceptors. [1]

The US Navy also came to the same conclusion – that maintaining their budget and relevance necessitated that they participate in the nuclear mission, especially once atomic warheads became small enough to mount to carrier-based aircraft. New US Navy aeroplane designs focused on delivery of tactical nukes and interception of enemy bombers, and although the US Navy did not abandon air superiority to the degree that USAF did, the role of US Navy fighters certainly diminished in the post-war period. For example, the Fleet Air Gunner Unit, which trained weapons officers on US Navy planes, closed in 1960 and new training syllabi excised air-to-air combat.[2]

These assumptions and trends are key to understanding the development of the F-4 Phantom, but one the other main factor was the system of the ‘Military-Industrial Complex.’ Few defence contractors existed in the early Cold War, and the vast sums involved in contract awards and losses could make or break companies quickly. To keep options open, the military had a strong incentive to maintain their contractors afloat, sometimes making purchases regardless of actual needs. The military also encouraged these companies to push the envelope of cutting-edge technology, at times guided by strict mission parameters, on other occasions without many guidelines at all. Thus, a strong paternal bond developed between the military and its industrial suppliers, creating an environment that encouraged companies to experiment and take risks without fear of a total company failure.[3]

xf3h_demon_on_uss_coral_sea_28cva-4329_in_1953
A US Navy McDonnell XF3H-1N Demon on the elevator of the aircraft carrier USS Coral Sea, in 1953. (Source: Wikimedia)

This bond came into play in September 1952, when the US Navy Bureau of Aeronautics invited proposals for a new fighter plane dedicated to the (redefined) air superiority and interception missions. The US Navy eventually awarded this contract to McDonnell’s rival firm Chance-Vought, whose entry became the F-8U Crusader. McDonnell’s losing design in this competition was a version of the F3H Demon upgraded with a dual-engine and a missile armament. In 1954, the losses from this project nearly destroyed McDonnell. The US Navy had much to lose if its weapons manufacturers closed and viewed these defence contractors as too big to fail.[4]

Next time, we will look at McDonnell’s response to this loss, and how it led to one of the most ubiquitous aircraft of all time.

Part Two of this article can be found here.

Mike Hankins is a doctoral candidate at Kansas State University, where he teaches World History, the History of Airpower, and the History of Comic Books, and he is currently working on his dissertation, ‘Sources of Innovation: The Cultural and Technological Origins of Fourth Generation Fighter Aircraft, 1964-1991.’ He completed his master’s thesis at the University of North Texas in 2013, titled ‘The Phantom Menace: The F-4 in Air-to-Air Combat in the Vietnam War. He has a web page and can be found on Twitter at @hankinstien.

Header Image: The unmanned QF-4 target drone (Source: http://www.military.com/equipment/qf-4-aerial-target)

[1] Earl H.Tilford, Crosswinds: The Air Force’s Setup in Vietnam (College Station: Texas A&M University Press, 1993), pp. 20-22; Craig C. Hannah, Striving for Air Superiority (College Station: Texas A&M University Press, 2002), p. 28; Caroline F. Ziemke, ‘In The Shadow of the Giant: USAF Tactical Air Command in the Era of Strategic Bombing, 1945-1955’ (PhD Thesis, The Ohio State University, 1989), p. 7.

[2] George W. Baer, One Hundred Years of Sea Power: The U. S. Navy, 1890-1990 (Stanford: Stanford University Press, 1994), P. 334.; Robert W. Love, Jr., History of the United States Navy, Vol. 2 (Harrisburg: Stackpole Books, 1992), pp. 375-6.

[3] Glenn E. Bugos, Engineering the F-4 Phantom II: Parts Into Systems (Annapolis: Naval Institute Press, 1996), p. 23.

[4] Bugos, Engineering the F-4, pp. 15-17.

#ResearchNote – Operation HUSKY’s Air Battle by the Numbers

#ResearchNote – Operation HUSKY’s Air Battle by the Numbers

By Alexander Fitzgerald-Black

In 1991, Samuel W. Mitcham Jr. and Fredrich von Stauffenberg published The Battle of Sicily: How the Allies Lost Their Chance for Total Victory. In it, they offered a scathing review of the performance of the Allied militaries in Operation HUSKY, the 1943 invasion of Sicily. Theirs is the standard interpretation about the battle for Sicily: the Allies bungled total victory through national squabbles which allowed the Germans to mount a skilful withdrawal even against complete Allied air and naval supremacy while outnumbered by Allied armies by factors of up to 8:1.[1]

Part of their critique is the effectiveness of the Allied air forces. They called into question claims Allied commanders made at finding 1,100 Axis aircraft littering aerodromes and landing grounds across the island. According to Colonel Lioy of the Italian Air Force historical division, Allied claims vastly overstated the reality as the island had long harboured aircraft cemeteries from previous battles. He believed that the Allied bomber offensive only accounted for 100. Lioy pegged total Axis aircraft losses from 3 July to 17 August at not over 200. Finally, Mitcham and von Stauffenberg noted that Axis statistics they consulted show that the Germans and Italians lost 225 and 95 aircraft respectively to all causes between 1 July and 5 September 1943.[2]

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Vertical aerial reconnaissance view of Castelvetrano airfield, Sicily, the day before a successful attack was made on it by Malta-based Bristol Blenheims of Nos. 18 and 107 Squadrons RAF. A number of Junkers Ju 52 and Savoia Marchetti SM 82 transport aircraft, many of which were destroyed during the raid, can be seen parked around the airfield perimeter. (Source: © IWM (C 4183))

These figures do not stand up to the scrutiny of other sources. First, Williamson Murray’s excellent study of the Luftwaffe: Strategy for Defeat, cited reliable quartermaster general figures for German losses throughout the war. German losses in the May to August period in the Mediterranean Theatre stood at 1,600, matching those of the other major fronts. This number included 711 German aircraft lost in July 1943 alone, a figure 27 percent higher than that of the 558 German aircraft lost on the Eastern Front during the massive battles of Kursk-Orel in July.[3]

Second, Adolf Hitler’s own figures are at variance with Mitcham and von Stauffenberg’s statistics. Hitler was particularly displeased with the ground organisation in Sicily and southern Italy. On 13 July, he sent a message to Benito Mussolini complaining of ‘more than 320 fighters destroyed on the ground as the result of Allied aerial attack in the last three weeks.’ When the two dictators met at Feltre on 19 July, Hitler further noted that between 300 and 400 aircraft out of 500 to 600 were destroyed on the ground in the recent Allied air offensive.[4]

Perhaps Hitler was particularly upset with a 15 July raid on Vibo Valentia, where the bulk of the remainder of the German fighter force had settled after withdrawing from Sicily. A force of 117 B-25 Mitchells and B-26 Marauders apparently caught Jagdgruppe Vibo on the ground. Lieutenant Köhler, a German ace with over 20 victories to his credit, wrote:

Toward noon 105 [sic] bombers came and destroyed the Jagdgruppe Vibo Valentia, which had about 80 aircraft. Not a machine was left intact, not even the [Junkers] which had just landed. Fuel trucks, hangars, aircraft, autos, everything was burning. The German fighters in Italy have been wiped out.[5]

Specifically, the raid eliminated Steinhoff’s JG 77, I/JG 53 (which lost 20 aircraft), and much of II/JG 27. After the raid, only survivors of II and III/JG 27 remained operational in southern Italy.

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Wrecked and damaged Italian fighters outside bomb-shattered hangars at Catania, Sicily, under the scrutiny of an airman, shortly after the occupation of the airfield by the RAF. (Source: © IWM (CNA 1352)

The weight of evidence seems to go against Mitcham and von Stauffenberg’s conclusions. Furthermore, while it is true that many of the 1,100 aircraft abandoned on Sicily were from previous battles, the Allies still denied their use to Axis salvage details. Italian losses during the campaign are less easy to come by. However, one source noted that they may have been as high as 800 aircraft over two months – although the same source lowballs the German figure at 586.[6]

The Mediterranean was a meat grinder of Axis aviation. For the war, Axis aircraft losses in the Mediterranean stand at 17,750, much higher than the 11,000 on the Eastern Front, and closer to the 20,419 on the Western Front than one might assume.[7] The air superiority battles around and above Operation HUSKY in the summer of 1943 were a significant milestone in the air war against the European Axis. Indeed, Murray described Sicily as ‘the greatest air battle of the Mediterranean war’ based on the scale of German losses.[8] This result was achieved by an efficient Allied air force that has often been denied the credit it so rightfully earned.

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Supermarine Spitfire Mark Vs of No. 243 Squadron RAF undergo maintenance at Comiso, Sicily. Photographed over the tail section of an abandoned Messerschmitt Bf 109G of 6/JG53. (Source: © IWM (CNA 1029))

Alexander Fitzgerald-Black completed his MA thesis, ‘Eagles over Husky: The Allied Air Forces and the Sicilian Campaign, 14 May to 17 August 1943,’ with The Gregg Centre for the Study of War and Society, University of New Brunswick in 2014. He is in the process of turning this work into a manuscript for publication with Helion & Company. Alex lives with his wife in Moncton, Canada. He operates his own blog at alexfitzblack.wordpress.com and can be reached on Twitter @AlexFitzBlack.

Header Image: A line of Macchi MC200 fighters on Reggio di Calabria airfield under attack by cannon fire from two Bristol Beaufighter Mark ICs of No. 272 Squadron RAF Detachment flying from Luqa, Malta. (Source: © IWM (CM 1298))

[1] See Lee Windsor, “The Eyes of All Fixed on Sicily’: Canada’s Unexpected Victory, 1943,’ Canadian Military History, 22:3 (2013), pp. 6-7 for a summary of this literature. General Max Ulrich, commander of the 29th Panzer Grenadier Division offered the 8:1 ratio when comparing the odds his forces faced.

[2] Samuel W. Mitcham Jr. and Fredrich von Stauffenberg, The Battle of Sicily: How the Allies Lost Their Chance for Total Victory (Mechanicsburg, PA: Stackpole Books, 2007 [1991]), p. 305.

[3] Williamson Murray, Strategy for Defeat: The Luftwaffe, 1933-1945 (Maxwell AFB, Alabama: Air University Press, 1983), “Table XXX”, p. 148.

[4] Albert N. Garland and Howard M. Smyth, The United States Army in World War II, The Mediterranean Theatre of Operations: Sicily and the Surrender of Italy (Washington, D.C.: US Army Centre of Military History, 1993[1965]), p. 240 and p. 243.

[5] Brian Cull with Nicola Malizia and Frederick Galea, Spitfires over Sicily: The Crucial Role of the Malta Spitfires in the Battle of Sicily, January – August 1943 (London: Grub Street, 2000), p. 166.

[6] Hans Werner Neulen, In the Skies of Europe: Air forces allied to the Luftwaffe, 1939-1945 (Ramsbury, Marlborough: The Crowood Press Ltd., 2005), p. 72.

[7] Robert S. Ehlers, The Mediterranean Air War: Airpower and Allied Victory in World War II (Lawrence, KS: University Press of Kansas, 2015), 403.

[8] Murray, Strategy for Defeat, p. 164.