USSR (1938-1940)
Experimental Long-Range Bomber – 1 Prototype Built
In the late thirties and early forties, the Soviet aviation industry had developed and tested a variety of aircraft design concepts, some quite peculiar. While generally unknown around the world, a number of these strange aircraft would represent a serious departure from anything resembling their contemporaries. Such is the case with Victor Nikolayevich Belyayev’s DB-LK experimental long-range bomber.
History
Victor Nikolayevich Belyayev, March 1896 – July 1953, began working for the Department of the Marine Experimental Aircraft Construction, OMOS, in 1925, where he gained his first experience in aircraft design. In the following years, he worked for the Central Aerohydrodynamic Institute, TsAGl, and Tupolev. During this time, he became an advocate for tailless aircraft designs. He also argued that the so-called “batwing” or “butterfly”, offered better performance, due to their reduced drag and better stability, than regular wing designs.
The “batwing” design possessed a slightly forward-swept wing with back curved tips. Belyayev managed to construct a glider, designated BP-2, which was equipped with this kind of wing design in 1933, on which he tested this concept. During its test flight, it was successfully towed in the air from Crimea to Moscow, where it proved to have good stability and control during flight.
The next year, Belyayev participated in the competition for a new Soviet military transport plane design. His design was unusual, as it consisted of a large wing and two nacelles, powered by Tumanskii M-87B 950 hp (708 kW) engines. His design was not approved nor did he build a working prototype. However, four years later, he would reuse this project and adapt it for the role of a long-range bomber. In 1938, he designed the DB-LK long-range flying wing bomber, which the TsAGl approved and ordered the construction of a fully operational prototype. The prototype was built the following year by factory No.156 and by November 1939 it was ready for testing.
Technical Characteristics
The DB-LK had an unusual overall design with no classical fuselage. Instead, the crew, armament, and other equipment were located in the two extended engine nacelles that ended in glazed tail cones (gondolas), somewhat similar to the later German Fw 189. The two extended engine nacelles were, technically speaking, the plane’s fuselage. The semi-monocoque fuselages were constructed by using a combination of metal frames and longerons covered with a duralumin sheet. The DB-LK was designed in this unusual configuration in the hope of reducing the overall drag and weight and thus increasing its speed and range.
The DB-LK’s wings had a unique design, where beside the “batwings” there was an additional center wing section between the two fuselages. Also, the wings were slightly swept to the front with back curved tips. The wings consisted of an airframe covered with light metal stressed-skin. The outer wings had a Gottingen 387 profile, while the center section had a CAHI (TsAGI) MV-6bis profile. The wing edges were curved at an angle of -5° 42′.
The rear tail was located on the middle section wing between the two fuselages. The tail consists of one fin and a large 20 ft2 (1.9 m2) rudder. Above the rudder, a smaller tailplane with two, one on each side, large elevators was placed.
One Tumansky M-87B 950 hp (708 kW) 14-cylinder radial engine was installed at the front of both nacelles. For these engines, three-bladed propellers with variable pitch were used. It was planned to upgrade these two with much stronger 1,100 hp (820 kW) M-88 engines, or even the 1.700 hp M-71, but this was never implemented. The fuel was stored in the wing and fuselage tanks, with a total fuel load of 3.444 l.
The landing gear retracted rearwards, with one wheel (900 x 300 mm) in each fuselage. During later testing, the landing gear design was changed with a forward retractable one. This whole landing gear system was operated hydraulically. There was a small fixed rear wheel (450 x 150 mm) located at the bottom of the tail unit.
The DB-LK was to be operated by a crew of four: the pilot, navigator, and the two rear gunners. The pilot position was in the left cockpit and the navigator in the right. The gunners were positioned in both rear glazed cones. One of the two gunners was also the radio operator. The crews entered their positions through roof hatch doors. The two glazed cones could be mechanically rotated 360° by using a small electric engine located at the fuselage top, but the sources do not specify why this was done.
Both rear glazed tail cones had a recess where a twin 7.62 mm (.30 caliber) ShKAS machine gun mount was installed. These machine guns had a -10 to +10 field of fire in all directions. Besides these four machine guns, there were two additional ones forward mounted in the leading edge of the center section. These two machine guns were operated by the pilot. In total, around 4,500 rounds of ammunition were provided for these machine guns. The bomb bays were located behind the landing gear doors in each of the two nacelles.
Depending on the sources, the load capacity of the bomb carried is different. The authors Yefim G. and Dimitri K. note that the bomb load was 1000 kg (2,200 lb) with another 1000 kg that could be carried on external racks. According to Bill G., the capacity of each bomb bay (in each fuselage) was one 1000 kg (2.200 lb), two 500 kg (1.100 lb), or smaller bombs with a total of 1000 kg (2.200 lb) weight.
Flight Tests
While being completed in November 1939, the first extensive flight test would only begin the following year. This was due to the unwillingness of the test pilot to fly this plane. He did not believe that it was safe to fly due to its unorthodox design. During this time, the plane received the nickname “Kурица” (chicken).
In order to move the entire project testing through this roadblock, the Soviet Direction of the Air Force Scientific test institute, GK Nil WS, appointed M. Nyuikhtikov as the main test pilot, supported by aircraft engineer and test pilot T. T. Samarin and N. I. Shaurov. Under the new leadership, the tests were carried out in the spring of 1940. During the new leadership, the DB-LK was extensively tested in over 100 flights.
During these flights, the pilots managed to reach speeds of 245 mph (395 km/h) at sea level and 300 mph (490 km/h) at an altitude of 16,400 ft (5,000 m). The DB-LK needed a 2,030 ft (620 m) long airfield for landing and taking off. However, the DB-LK was never truly trialed with a fully loaded payload. The numbers presented above would have likely been different with a full payload of equipment.
The test pilot Nyuikhtikov, after flying on the DB-LK, pointed out some issues with the plane’s design. The main problems were the inadequate overall flight-control system, poor visibility for the pilot and the navigator, especially on the ground. He also noted the poor construction of the landing gear. These reports were examined by the Nil WS Commission led by A. I. Filin. They agreed that the control system should be improved, but Filin had a positive opinion on the landing gear construction. Ironically, during a test flight, where Filin was the pilot, there was a landing gear malfunction during the landing when one of the front wheels broke free, after a possible collision with a treetop. The aircraft was only lightly damaged and the testing continued, but this led to a change in the landing gear design.
There were also other problems mentioned during the tests, like uncomfortable cockpits, low-level of fire protection, structural problems, a limited firing arc of the rear-mounted defense machineguns, and the tendency for the crew compartments to be filled with exhaust fumes from the engines. To solve these issues, there were plans for the DB-LK improvements, with stronger engines, wings, and various other modifications, to be completed by late 1940 but they were probably never implemented.
Conclusion
Despite plans for more testing and improvements, unfortunately for the DB-LK design team, they never got a chance to do so. In late 1940, the Nil WS Commission gave orders for the cancellation of the DB-LK program. The main reason for this was the decision for the production of the Il-4 as the main Soviet long-range bomber.
The Parseval-Sigsfeld Drachenballon was a German observation balloon designed to replace the older spherical-type balloons used for nearly a century. The balloon would be designed in such a way that it would face into the wind, and be much more stable over its predecessor, using design attributes similar to kites. The Drachenballon would be used in several wars over its lifetime, including widespread use during the First World War. Here, it saw service on almost all fronts, and would even be copied by the Allies. The type would eventually be replaced by the much more stable Caquot/Type Ae 800 observation balloons in 1916, but despite this would continue to see service until the 1920s.
The Spherical Balloon: An Outdated Design
The idea of using balloons as a means of observation in war dates back nearly to their initial conception in the late 1700s. An aerial observer allowed an army excellent view of the battlefield below, offering a strategic advantage over your enemies. The first time a balloon would be used in war for this purpose would be at the Battle of Fleurus in 1794 during the French Revolution. Balloons would continue being used in several smaller roles in later wars, such as the American Civil War and the Boer Wars, but would never see widespread use in large numbers. Beginning in the late 1800s, balloon corps began forming in sufficient numbers, all using the same type of spherical tethered balloon design that had been used for nearly a century without design changes. While it allowed observers to be elevated to altitudes sufficient to observe the battle, it was not the most stable of designs. Spherical balloons, when encountering even a light wind, would be thrown about. This severely limited when the balloon could operate, as even slightly windy days could prevent the aircraft from operating efficiently. The swaying from the wind also made it difficult for the operators to observe the battle and would oftentimes make them very air sick. Despite this, the design was the only type of observation balloon used for nearly a century.
The Parseval-Sigsfeld Drachenballon
The German Empire was no exception in this field and had their own balloon corps formed after seeing the success of observation balloons in the American Civil War. Like the rest of the world, they too would use the simple spherical balloon type until the 1890s. In the early 1890s, two German officials; Major August Von Parseval and Captain H Bartsch von Sigsfeld began working together to create a new type of balloon to address the problems associated with spherical balloons. The two had extensive experience with designing and using balloons for military applications. Attempts to remedy the old spherical balloon had been attempted in the past, but none of these would ever be successful. Parseval and Sigsfeld would use the knowledge gained from these past attempts to develop their own replacement. Testing of the new type began in 1893. Many different shapes, sizes and layouts were tested over several years, until in 1898, the final design for their observation balloon was completed. The new design was named the Drachenballon, literally ‘kite balloon,’ as it would glide with the wind, with the German spelling ‘ballon.’ The balloon was designed in such a way that it would face into the wind, instead of being blown around by it. Balloons designed in this way would from then on be called kite balloons. The Drachenballon would mostly serve as a captive balloon, or one that was connected to the ground via a cable. With the design proving to be a major improvement over the old spherical balloons, mass production soon commenced. Production of the type initially began at the August Ridinger plant in Augsburg, Germany. Here the balloons would be produced as well as the vehicles necessary to transport and support the balloons. The type quickly became the mainstay for the German Military for aerial observation duties, both by the German Army and the German Navy. For the Navy, Drachenballons would be carried aboard large warships and sent up for rangefinding and battle observation. Despite being superior to the spherical balloons, the two types were still used together in balloon companies until the early 1900s when the Drachenballon completely replaced the older spherical type.
Design
The Drachenballon was a captive observation balloon developed for the German Empire. The main body consisted of a large cylinder shape made out of rubberized fabric that was filled with hydrogen gas. Gas pressure and release was regulated by a valve in the nose of the balloon. It could do so automatically, or manually via rope. At the rear of the body was an internal air bag, or ballonet, that was filled with air via the wind to keep the balloon’s shape if the hydrogen gas bag was not fully filled yet. Underneath the ballonet was an air inlet that was fed directly by the wind. On the underside of the front of the balloon was its neck, where the hydrogen gas would be pumped into the gas bag while it was on the ground. Two valves placed on each side of the gas bag/ballonet could be opened to quickly release the gas/air and descend. On each side of the balloon’s body was a small stabilizing fin. Early examples of these were triangular in shape, but they became rectangular near the outbreak of World War I. At the back of the body was a steering bag that was sewn on. The steering bag was made of regular fabric and was designed to keep the balloon stable and facing into the wind. The steering bag was inflated by wind via a large intake at the bottom of the bag facing forward, and a smaller intake located on the bag itself. At the top of the steering bag was a safety valve that permitted excess air to escape. The steering bag was held together via rigging to the main body. Connected to the steering bag was the tail of the balloon, which was a long cable with up to 6 removable tail cups, resembling small parachutes which trailed behind the main balloon, that helped with stabilization. The balloon would face towards the wind at an angle of 30-40 degrees. Slightly below the equator of the balloon was the balloon girdle. This was made of rubber and served as the attachment point for all of the balloon’s rigging. Various ropes were used for the rigging, which kept the different parts of the balloon together. Three colors of rope were used to differentiate their specific sections; white, red and blue. Blue rope was rigging for the steering bag, white rope was for cable rigging and red ropes connected to the observer’s basket. It is unknown if rope colors were used throughout its service or if the copies used by the Allies also used colored ropes. The cable that connected the balloon to the ground and the ropes that connected the basket were different ropes and were not connected together. On the ground, the steel mooring line was connected to a pulley that prevented the balloon from moving and could lower or raise the balloon at will.
The basket of the Drachenballon was made of willow and bamboo and was secured to the balloon by four ropes. These ropes were adjustable by the crew to prevent the basket from swinging around. Accommodations for the observer were located in the basket. A telephone could be placed in the basket and would have its cable connected to the ground via an internal wire that went through the mooring cable. Two pockets were located inside the basket to store equipment, as well as ten metal cases to protect valuable reports. Once a report was finished, it was put into a case and dropped from the balloon to the ground. Flags were put on the cases to help the ground crew find them more easily. Standard operating height for captive observation balloons were 500m, but if the weather was rough, the balloon would be raised to 300m instead. The larger Drachenballon variants created during the First World War would be able to achieve a maximum height of 2,000 meters. Inflation of the balloon would take 15 minutes, with ascension taking 10 minutes and descent taking 5 minutes. Equipment used by the observer included maps, notebooks, two signal flags (one red, one white), a barometer, a knife, two looking glasses of varying magnification, and a signal disk to show what commands could be done with the flags. Later on during the First World War, parachutes would also become standard onboard equipment. Additional equipment that could be carried included signal flares, a flare gun, or a camera. On Drachenballons used by the Navy or aboard ships, life preservers were standard issue. A single observer would remain in the basket during operations but up to 48 men made up the ground crew that would handle moving, inflating, deflating, and transporting the balloon and its associated equipment.
The Drachenballon would be used for observation of enemy troop positions and movements, and would report on the current situation of the battle. Gun sighting and fire correction were also reported during battle to adjust the accuracy of artillery used near the balloon. Aboard ships, the Drachenballon was used for rangefinding purposes. During the First World War, submarine spotting was an additional duty naval Drachenballons were used for.
Drachenballons of the German Army were standard tan or dark green in color. On the sides and on the underside was an Iron Cross emblem to identify its operator. Allied countries would not have these emblems on their balloons and their exact colors are unknown. Russian Drachenballons were known to be white.
The 1900s: The Drachenballon Goes To War
The Drachenballon would see its first operational use in wartime in 1904 during the Russo-Japanese war. Imperial Russia had acquired several Drachenballons from Germany around the outbreak of the war, and would use them in the conflict. The first battle Drachenballons would be used in would be the Battle of Port Arthur. Aside from land usage, the balloons were also used by the Russian Navy, one such Drachenballon was used aboard the Armored Cruiser Rossia for observational duties and for directing fire of the main guns. The balloons would be used through the war until the final battle at Mukden.
In 1909, Sweden would purchase five Drachenballons from Germany to use for their military. The type would be named the Drakballong m/09, with three going to the Royal Swedish Army and two going to the Royal Swedish Navy. Two m/09s would be sent to the Swedish Balloon Corp stationed in Frosunda for training. The Swedish Royal Navy would purchase a barge from Britain and convert it into a balloon carrier. The ship would be designed to house and operate the two m/09s the navy operated and was named Ballongfartyget No 1. Sweden would continue to use the m/09 until 1926.
Also in 1909, Spain would use a Drachenballon they built from purchased plans during the Campaign of Millela.
In 1912, the Italians would use the Drachenballon during the Italian-Turkish War for observing Turkish positions. These were purchased from Germany. The Italian-Turkish War was a major stepping stone in regards to aviation, being the first use of combat aircraft in war, and would serve as a prelude to what was to come in only a few years. Italian Drachenballons would also be used during their involvement in the First Balkan War. Aside from Italy, Bulgaria would also use Drachenballons during this war.
In 1914, Europe would be plunged into the First World War, with most armies across Europe participating in combat. Germany would enter the war only days after its start, first declaring war on Russia on August 1st, then against France on the 3rd. Despite declaring war in August, the first balloon companies wouldn’t see action until October. On the fronts, the Drachenballons were used as observation balloons and rangefinding for artillery. Each balloon company would be its own division in the army it was attached to. By the end of 1915, over 80 Drachenballons were in service with the German Army. The majority of the balloons used at this point were still 600 m³ volume, but newer 800 m³ and 1000 m³ volume models had begun production. The increase in size was to improve overall stability, and to allow greater altitude to be achieved. The largest type would be 1200 m³ volume. Austria-Hungary would receive several Drachenballons from Germany for their own armies to use. These balloons would be used on the Italian Front and several would be lost to enemy fighters. The Austria-Hungarian Navy would also use Drachenballons aboard ships. German Drachenballons saw mass deployment during the Battle of the Verdun in February of 1916, directing the large number of artillery regiment on the German side. Due to their success at Verdun, more balloon divisions were formed.
The shape of the Drachenballon became iconic in World War One, earning itself many nicknames. The most common was “sausage” in reference to its overall shape, and maybe its German origin. Many other nicknames were spawned from its overall shape, most of them phallic references. Overall, Allied countries would simply refer to them as kite balloons or shorten the name to just “Drachen”
During the Battle of Flers, the first battle to use tanks operationally, the Mark I tank D17 “Dinnaken” fired once upon a German Drachenballon as it charged Flers. The shot is noted as either closely missing or hitting the kite balloon, but not destroying it. In response, the balloon was likely lowered by the observers and ground crew to avoid being fired upon again. The diary of the tank reported that Gunner Reiffer claimed that the balloon was brought down manually and that Gunner Boult was the one to claim the hit. This was later claimed by Reiffer as himself shooting down the balloon and destroying it in a 1963 book. This incident could be cited as the first “kill” of a tank in combat, but the balloon itself was not destroyed, making this claim untrue.
At the outset of the war, most Allied countries would still be using spherical balloons. France in particular had large numbers of the type in service, and Russia would still have their Drachenballons they had purchased from Germany in the early 1900s. Italy would also continue to use their Drachenballons from the previous war once they entered the fray. Belgium would start the war off with a single 800 m³ Drachenballon they had purchased from Germany years before. In late 1914, France would copy the Belgian Drachenballoon’s design and would begin mass producing the type under the name Ballon Captif Type H. The French would also begin selling the Type H to other allied nations. In February of 1915, British officials would do a test flight of a French Type H and would soon after make a purchase of an unknown amount of these balloons for their empire. After this, they would produce their own copied versions of this craft. Britain would make heavy use of Drachenballons on several of their fronts in the Royal Army, and with the Royal Navy. The Royal Navy would have several specially designed ships created solely for the purpose of carrying kite balloons during fleet operations. The early ships of this type would use Drachenballons. Several examples of these ships include the HMS Manica, HMS Hector and HMS City of Oxford, all of which were designed to carry and operate the Drachenballon. These balloons were used to not only observe and direct guns, but as the threat of submarines became more prevalent, the balloon operators began looking for submarines as well. Minesweeping also became a common use for RNAS (Royal Naval Air Service) Drachenballons, where the balloon would be raised to detect incoming mines from the air. Several other nations would end up using the Drachenballon, but the details of their acquisition and use are lacking. Romania and Switzerland are two such examples.
As the war went on, the use of combat airplanes increased. In particular, fighters began being produced in larger numbers. This posed a problem to the Drachenballon, as these large and stationary balloons became easy targets. Taking down a balloon was considered the same as shooting down an enemy plane, so the Drachenballon became a prime target for aviators. Many of the special weapons employed against airships were used against observation balloons, such as incendiary rounds designed to ignite the flammable hydrogen gas, or the fabric skin of the balloon. It therefore became imperative that the balloons be protected and defensive measures be developed. German Drachenballons began to be defended by a number of anti-aircraft guns and patrolling fighters, to protect the observers as they did their duty. Another improvement made was enhancing the performance of the electric winches which lowered the balloons, allowing the balloon to be brought closer to its defensive guns more quickly. These countermeasures made ‘balloon busting’ a much more hazardous job than before, as pilots had to get in close to the balloon to avoid encountering enemy defenses, as defenders would likely stop shooting at close range to avoid friendly fire on their balloons. Despite these improvements to defenses, balloon busting was still a job many pilots had to undertake, and for some pilots this was their only duty. A handful of pilots would be given the title of ace on destroying observation balloons alone. Interestingly, Drachenballon observers were the first on all sides to use parachutes in war, starting with Germany in 1915.
America at some point would acquire or build their own versions of Drachenballons, however they also had their own kite balloon design. Ralph H. Upson, a balloon pioneer and engineer at Goodyear, designed his own improved kite balloon based on the Drachenballon. It would use his own stabilizing fin design, as well as remove the steering bag altogether, instead replacing it with an aerodynamic keel shaped bag that he thought would better flow with the wind. Two versions of this balloon exist, with the first essentially being a slightly modified Drachenballon. Despite this original design in use, America still operated a number of the standard Drachenballon copies. Two were stationed at the Fort Omaha Balloon school for training purposes. The first was nicknamed “Old Dutch” and its design differs from the standard appearance with it having an apparently different method of construction, and the side wings being much thicker. The second one stationed at Fort Omaha resembles the standard design of the Drachenballon. No evidence has been found that America’s Drachenballons were used in the First World War. By the time of their entry in the war, more advanced types had already been fielded, and the remaining Drachenballons would be used for training of the various balloon corps. Exactly how many Drachenballons were either built or used by the USA is unknown, as details are lacking.
The End of an Era: The Caquot and Type Ae 800
Despite its success replacing the spherical balloon, the Drachenballon didn’t fix all of the issues of its predecessor. Although it was designed to face the wind, it was found that at higher altitudes, winds would still move the balloon around to an extent that would limit the maximum effective altitude. No attempts from the Germans would be made to address this problem, instead it would be the French who would come up with an improvement to the design. In 1916, a French officer by the name of Albert Caquot began working on an intended replacement. Using the Drachenballon as a base, Caquot would come up with a new, much more stable design, the Ballon Type L. The Type L resembled the Drachenballon but had a much bigger steering bag that wrapped all the way around the rear of the aircraft in a single big fin. The type was further improved on with the Caquot Ballon Type M. The Type M balloon would have a much rounder shape than the Drachenballon. Instead of a single large fin at the bottom and two smaller stabilizer fins on each side, Caquot’s balloon would instead have 3 large, air-inflated fins placed 120 degrees apart from each other at the rear of the balloon. Caquot’s new balloon design was found to be completely superior to the Drachenballon in terms of stability. The placement of the fins helped keep the balloon steady in high winds, allowing the type to be much more stable and able to fly much higher. In due time, Caquot balloons entered mass production and were sent to the frontlines, replacing both the spherical balloons still in service and the Drachenballons. Soon, Britain and other Allied countries like Romania, began operating Caquot balloons as well. America would start their entrance to the war using Goodyear-built Caquots for their observation role.
In the later months of 1916, the German Army would capture a British Type M balloon. Coming loose due to a broken mooring cable, the balloon managed to drift behind German lines where it was captured. The German Army was quick to study the new design, and like the Allies, found it a much more stable design over the Drachen. The Germans would copy the Caquot design under the name Type Ae 800 (English Type, 800m3 volume) and would begin mass producing the type to replace their older Drachenballons. The Type Ae 800 became the standard observation balloon from this point forward for the German Army, and the Drachenballon would be slowly retired from service. During the Second World War, Germany would use a derivative design of the Type Ae 800 in the early stages of the war, as well as on the Eastern Front against the USSR. No further work on the Drachenballon was done by Germany after this point.
The Aftermath: Postwar Use-1920s
A total of 1,870 German balloons of both types were delivered to the front by the end of the war. With the signing of the armistice in 1918, all German observation balloons were ordered to be destroyed by the Allies under the Treaty of Versailles.With the primary user of the aircraft no longer able to operate it, and it already being replaced by a new type, one would think the story of the Drachenballon would end with the First World War. However, it would continue to be used in several countries for nearly a decade.
America would continue to operate their Drachenballons until at least 1919. By this point they had already been widely replaced years prior by the Caquot types. Because of this they were only used for training. Interestingly, at the Fort Omaha Balloon School, every type of balloon then in service was used, Drachenballons, Caquot, Goodyear/Upson, the Italian Avorio-Prassone, and even spherical balloons were still being operated until its closure in 1919.
In 1919, Poland would acquire a Drachenballon from a former German facility in Winiary, Poland. This Drachenballon would be used for training purposes for only a few months before being given to a museum in 1920.
After the fall of Imperial Russia and the rise of the USSR in 1922, the Drachenballons operated by the former Empire would end up in the hands of the Soviets. These Drachenballons were used until at least 1925, and would be seen in parades and other exercises. The USSR would use the Drachenballon for a very interesting purpose. On several of their armored trains, a Drachenballon would be deployed from the train and would direct its artillery from above. These were eventually phased out of service.
Conclusion
Parseval and Sigfeld’s Drachenballon was an important evolutionary step in the design of the observation balloon, but it wasn’t the last. Although slightly mending the issue it was designed to solve, it would never completely overcome its stability problems, and was eventually replaced by a more advanced successor. Despite this, it served a crucial role in militaries across the world for the purpose of observation and artillery rangefinding for several decades, on land and sea.
After creating the balloon back in 1898, the two creators August Von Parseval and H Bartsch von Sigsfeld would continue to work with each other designing lighter-than-air aircraft. The two began working on an airship together until von Sigsfeld’s death in 1902 due to a ballooning accident involving a Drachenballon. Parseval would continue creating and building airships, some would rival even the larger Zeppelin airships in size, but they did not capture the same level of success.
Variants
Parseval-Sigsfeld Drachenballon – The standard Parseval-Sigsfeld Drachenballon came in several volumes/sizes, but all retained the same shape and overall design.
Copied Drachenballon – The Drachenballon was copied by several countries without license. The designs of these copies may be consistent with the German design but some of these appear with details differing from the German version. The American “Old Dutch” Balloon appears to be one such example.
Ballon Captif Type H – French-built Drachenballons were given this designation.
Drakballong m/09 – Name given to five Drachenballons bought by Sweden.
Operators
German Empire – The Drachenballon was created by and widely used by the German Empire as a replacement for the spherical type. These would be produced through the 1890s until 1916 when the type would be replaced by the Type Ae 800 balloon.
Austro-Hungarian Empire – Austria-Hungary would use the Drachenballon as their main observation balloon during the First World War, being given to them by Germany.
British Empire – The United Kingdom would copy the Drachenballon for their own use. The type would be used by the British Royal Army and the British Royal Navy during the First World War. Several of the Empire’s Dominions would use the balloon as well, such as Canada.
France – France would begin copying the design in 1914 as the Ballon Captif Type H and would be used until 1916 in the First World War. These were tested to find out what could be improved on the design, which led to the creation of the Caquot balloons.
United States of America – The USA would operate Drachenballons until at least 1919. Several would be used during the Mexican Border War. The Drachenballon would serve as the basis of the Upson kite balloon.
Belgium – Belgium would operate a number of Drachenballons for observation use against the Germans in the First World War. They would purchase one years prior from Germany.
Romania – Romania would operate a number of Drachenballons during the Romanian campaign of the First World War.
Italy – Italy would use the Drachenballon during the Italian-Turkish War, First Balkan War and First World War.
Russian Empire – Imperial Russia would operate the Drachenballon by the White Army and the Imperial Navy. These would see combat operations during the Russo-Japanese War and the First World War.
Soviet Union – After the October Revolution, the USSR would use the Drachenballons used by the former Russian Empire for their own balloon corps. These would be used until at least 1925 when they were replaced by more advanced models.
Sweden –Sweden would purchase five Drachenballons from Germany in the early 1900s. These were given the designation of Drakballong m/09. Three would go to the Swedish Royal Army and two would go to the Swedish Royal Navy.
Poland – Poland would capture a single Drachenballon in 1919 and would use it for training purposes until 1920.
Spain –Spain would license build a single Drachenballon. It was used during the Campaign of Millelan.
Bulgaria – Bulgaria would operate the Drachenballon during the First Balkan War.
Switzerland – Switzerland operated an unknown amount of Drachenballons around the time of the First World War
Due to it being copied, several other countries could have ended up building their own versions or received some from the Allies or Germans.
Angelucci, Enzo, and Paolo Matricardi. The Rand McNally encyclopedia of military aircraft, 1914-1980. New York Distributed by Crown Publishers: Military Press, 1983. Print.
Ege, Lennart A., et al. Balloons and airships, 1783-1973. London: Blandford Press, 1973. Print.
WAFFEN ARSENAL # 149: Deutsche Fessel- und Sperrballone 1900-1945+
WAFFEN ARSENAL # 161: Sperrballone über London-Moskau-Berlin 1917-1945
WIDMER, EMIL J. MILITARY OBSERVATION BALLOONS (CAPTIVE AND FREE) : a complete treatise on their manufacture, … equipment, inspection, and handling, with special. Place of publication not identified: FORGOTTEN Books, 2016. Print.
Nazi Germany (1943) Rocket Powered Fighter – 10 Built
During the Second World War, the Luftwaffe experimented with a number of unorthodox designs. This included a handful of rocket-powered aircraft, like the Me 163. This particular aircraft was created thanks to the somewhat unexpected combination of two different projects. One was the airframe designed by Alexander Martin Lippisch, and the second was the rocket engine developed by Helmuth Walter. Following the testing of the first prototypes, a small series of some 10 aircraft were built that were mainly used for testing and training.
Alexander Martin Lippisch and Helmuth Walter
The history of Me 163 was closely related to the work and design of aircraft engineer Alexander Martin Lippisch and rocket development pioneer Helmuth Walter. Lippisch was somewhat unorthodox in his aircraft design work, to say the least. He was quite interested in the development of gliders and later aircraft that were either completely lacking a tail unit or of an all-wing configuration.
In 1921, Lippisch, together with a colleague, participated in the formation of the so-called Weltensegler GmbH (World Glider Ltd.) company. At that time, the Germans were prohibited from developing and building military aircraft. The Germans worked around this prohibition by instead focusing on gliders and civilian aircraft which if needed would be quickly converted for military use, and conducted secret experiments. While glider development may seem like a waste of effort, it actually provided the Germans with an excellent foundation on which they managed to develop the Luftwaffe during the 1930s, becoming a formidable force at the start of the war. In 1925, Lippisch joined Rhön Rossitten Gesellschaft RRG, where he soon began working on his first glider. It was named Storch I, and incorporated his unusual all-wing design.
Over the years, Lippisch also became interested in rocket technology. With assistance from Fritz von Opel, Lippisch managed to build a rocket-assisted glider. This contraption was flight tested in June 1928. This was actually the first-ever rocket-assisted flight in the world. While initially successful, the glider crash-landed, and caught fire. The plane would be lost in the accident.
This accident did not prevent Lippisch from experimenting with rocket-powered all-wing gliders. He focused his work on a powered version of his Storch V glider. For this project, he used an 8 hp DKW engine. His work was successful and he managed to find investors who were willing to provide funds for the project. This led to the development of the Delta I all-wing aircraft during the late 1920s, and it was followed by Delta II, III, and IV.
Following this, Lippisch joined the Deutsche Forschungsinstitut DFS, where he worked as an engineer. There, he developed a series of new glider designs, like the DFS 40. In 1938, the work of Helmuth Walter came to his attention. Walter was a young scientist who was highly interested in rocket propulsion. He managed to gain military funding, which greatly helped in his work. In 1937, he even managed to gain attention from the Reichsluftfahrtministerium RLM (German Air Ministry). The RLM formed a Sondertriebwerke (Special Propulsion System Department) with the aim of experimenting with rocket engines in the aircraft industry. While this department was mainly focused on developing rocket engines for short take-off assistance, Walter desired a more prominent role in rocket propulsion. He intended to develop a rocket engine that could replace standard piston engines. Walter managed to develop such an engine, named Walter TP-1, which was fueled by the so-called ‘T-Stoff’ (hydrogen peroxide) and ‘Z-Stoff’ (water solution of either calcium or sodium permanganate). His engine design would be tested in 1939 on the He 176. However, the final results were disappointing and the engine did not go into production.
The DFS 194 predecessor
Lippisch and his design team began working on a new project incorporating the Walter rocket engine. Initially, the project was designated simply as Entwurf X (Design X), before being changed to 8-194 and finally DFS 194. Work on the prototype came to a temporary halt as the DFS lacked proper production capabilities to finish the aircraft. To keep the project going, the RLM instructed Messerschmitt to provide the necessary manpower and production support.
Given the small chance of progression in the DFS and in order to increase the speed of the project, Lippisch and his team moved to Messerschmitt’s base at Augsburg at the start of 1939. He also tried to negotiate with Heinkel for the production and development of the DFS 194 project, but nothing came of this. At Augsburg, Lippisch and his team worked in Messerschmitt’s newly formed Department L (which stands for Lippisch).
The first calculations were promising, as the plane would be able to reach a speed of 550 km/h (342 mph). Once completed the DFS 194, was transported to the secret German rocket test center at Peenemunde-West Airfield during the summer of 1939. During ground tests, it was noted that the engine installation was poorly designed and too dangerous to be actually flight tested. Instead, it was decided to use the design as a glider. Surprisingly, despite this huge setback, production orders for three prototypes were given. Initially, these were designated simply as Lippisch V1, V2, and V3, but would be renamed to Me 163A V1 to V3. This was mainly done to mask the true purpose of this aircraft, as this was the name given to an older, rejected Bf 163 Messerschmitt reconnaissance aircraft project.
The Me 163A Prototype Series
The RLM was not satisfied with the general design of the engine compartment initially tested on the DFS 194. They requested that for further Me 163 development, it would need to be substantially changed. In addition, the engine was to be replaced with the Walter R II-203 engine. This engine was to have a manually regulated thrust ranging from 150-750 kg of thrust (330-1,650 lbs). The engine compartment was also to be completely redesigned in order to have easy access to the main components for maintenance.
Following the start of the Second World War in September 1939, the work on the Me 163 slowed down but still went on. The first unpowered flight by the Me 163 V1 prototype, in some sources marked as V4, (KE + SW) was carried out during early 1941. This prototype was towed by a Bf 110 heavy fighter. Once at a sufficient altitude, the V1 was released. During the test flight, the pilot, Heini Dittmar, managed to reach a speed of some 850 km/h (528 mph) during a dive. While this was a great starting point for the project, Hitler, following military victories in Poland and in the West, ordered that funds for such projects be reduced. In the case of the Me 163, this meant that only two more additional prototypes were to be built.
In May 1941, a wooden mock-up of a Me 163 was completed, which was then transported to the Walter Werke. Once there, it was to be equipped with the R II-203 engine. Once the first prototype was fully completed and equipped with this engine, the first tests were carried out at Peenemunde-West in August 1941. The test pilot was once again Heini Dittmar. After a series of test flights that lasted from August to September 1941, the Me 163 prototype showed promising results. The pilot managed to reach top speeds of 800 km/h (500 mph). At this time, the second V2 prototype was also equipped with a rocket engine and used in various test flights. Ernst Udet, Director-General of the Luftwaffe, was highly impressed with its performance. He even gave orders that an additional 8 prototypes were to be built, bringing the total to 13 at this time.
At the start of October, Heini Dittmar said that, in order to fully test the Me 163’s flying performance, the fuel load had to be increased. On his personal insistence, the V3 (CD + IM) prototype, was fully fueled. This is according to W. Spate and R. P. Bateson (Messerschmitt Me 163 Komet). Other sources like M. Griehl (X-Planes German Luftwaffe Prototypes 1930-1945) this aircraft was described as being the V8 prototype instead. On the 2nd of October 1941, he took to the sky, initially towed by a Bf 110. At an altitude of 3,960 meters (13,000 ft), Dittmar activated the engine. After reaching a speed of 965 km/h (600 mph), he lost control of the aircraft as the result of compressibility effects. The prototype began a rapid descent toward the ground. He then switched off the engine, which enabled him to regain control, after which he landed safely on the ground. Later analysis of the flight indicated that Dittmar managed to reach a speed of 1002 km/h (623 mph). As the whole project was undertaken under great secrecy, this success was not published at the time.
Following these events, the Me 163 project got a temporary boost in prominence, with Herman Goring himself placing great interest in it. Ernst Udet additionally placed an order for 70 new Me 163 airframes together with engines for the B version in October 1941. A month later, things changed dramatically for Me 163 after Udet committed suicide. His replacement, Erhard Milch, was less interested in unconventional aircraft designs, like the Me 163. Work on the project nevertheless continued.
A breakup with Messerschmitt
While the Me 163 project was underway, relations soured between Willy Messerschmitt and Lippisch. Messerschmitt personally disliked the Me 163, partly due to its unique overall design, but also given that he was not involved in its development. By 1943, Lippisch left Augsburg and moved to Vienna. While not physically present in the design bureau, he tried to maintain contact with the Me 163 development team at a distance.
In the meantime, Messerschmitt was unwilling to be involved in the Me 163 project, under the excuse that his company was already overburdened with the production of other aircraft. For this reason, the production of further Me 163 aircraft was instead given to Klemm Leichtflugzeugbau, a relatively small aircraft company owned by Hans Klemm.
Production of the A-0 series
While the V1 prototype was mainly used for initial testing, the V2 would serve as a base for the A-0 series. An initial order for ten A-0 aircraft was previously given to Messerschmitt, but only seven were completed. The remaining three aircraft were actually completed by the Klemm factory. These were all completed from 1941 to 1942. The number of prototypes built is not clear in the sources. The numbers range from 1 to 8 prototype aircraft. According to S. Ransom and H.H. Cammann (Jagdgeschwader 400), while three prototypes were meant to be built initially, not all met the requested specifications, except one, which received the V4 designation. Author M. Griehl (Jet Planes of the Third Reich) on the other hand noted that the V4 was the first prototype. He explained that the previous three prototypes were actually related to the initial Bf 163 reconnaissance project that was rejected.
In-Service
Of the 10 built Me 163 A-0 planes, not all were equipped with fully operational engines. A number of them were instead operated as unpowered gliders. This version was not intended for combat operations and was mainly used for crew training and further experimentation.
At the end of November 1943, the V6 aircraft was lost in an accident with the loss of the pilot. In another accident at the end of 1943, another pilot died when the engine stopped working during a takeoff. While the pilot tried to turn back for a landing, having limited control, the aircraft hit a ground station radio antenna before hitting the ground and exploding. It was discovered in an investigation that the undercarriage dolly bounced off the ground much higher than usual, and struck the aircraft, damaging the rocket engine. Some prominent pilots, like Hanna Reitsch, actually had the chance to flight-test the Me 163 aircraft. At least one aircraft was still operational by February 1945 and was used for testing the 55 mm R4M rockets by Erprobungkommando 16.
Technical Characteristics
The Me 163A was a high-speed, rocket-powered, swept-wing, short fuselage, mixed-construction tailless aircraft. The Me 163A fuselage was built using metal, divided into three sections, the front cockpit, central fuel tank, and the aft engine compartment.
The wooden wings had a very simple design consisting of two spars covered in thick fabric. If needed, the wings could be detached from the fuselage for transport. At the wings’ trailing edges ailerons were placed, which the pilot during flight used for pitch and roll. The wing area was 17.5 m² (57.4 ft²). The tail did not have the standard horizontal stabilizers, instead of having a single large vertical stabilizer. Despite this, no major problems during flights were ever noted on the Me 163A.
For the pilot to enter the cockpit he was provided with a ladder placed on the left side of the aircraft. The cockpit canopy opened upwards. Overall visibility was poor, and later versions would have an improved canopy. While it did offer some improvements for the pilot’s line of sight, it would not resolve the overall poor visibility of the aircraft. Given that the Me 163A was based on a DFS 194 glider, it was equipped with minimal instrumentation needed for the aircraft to be flown.
The Me 163A was powered by a single HWK R II 203 rocket engine, which gave 750 kg (1,650 lb) of thrust. The main fuel consisted of a mix of T and Z Stoff. These two chemicals were highly reactive, volatile, and prone to explosion. To avoid this, extensive preparation and security measures were necessary. The maximum speed this engine achieved was some 850 km/h (530 mph). This high speed was achieved to some extent thanks to the aircraft’s low weight. The empty weight was 1,140 kg (2,513 lbs) while the maximum takeoff weight was 2,200 kg (4,850 lbs).
Interestingly, in order to save weight, the Me 163 did not have a conventional landing gear unit. Instead, during take-off, it was provided with a specially designed two-wheel dolly. It would be jettisoned upon take-off. When landing on the airfield, the Me 163 used a retractable skid located beneath the fuselage.
Despite the A series having not been designed to have any weapon systems, at least one Me 163A was tested with the installation of the 5.5 cm (2.16 in) R4M air-to-air rockets.
Production Versions
DSF 194 – Prototype whose further development led to the creation of the Me 163
Me 163 Prototype Series– Prototype aircraft
Me 163A-0 – 10 Pre-production aircraft built
Conclusion
The Me 163A series, despite its unusual appearance and overall design, proved to be a rather successful aircraft. It had some shortcomings, mostly regarding its dangerous fuel load. Upon completion of successful testing, order for the Me 163B version was given.
Me 163A Specifications
Wingspans
8.85 m / 29 ft 3 in
Length
5.25 m / 17 ft 2 in
Height
2.16 m / 7 ft 8 in
Wing Area
17.5 m² / 57.4 ft²
Engine
One HWK R II 203 rocket engine with 750 kg (1,650 lbs) of thrust
Empty Weight
1,140 kg / 2,513 lbs
Maximum Takeoff Weight
2,200 kg / 4,850 lbs
Maximum Speed
850 km/h / 530 mph
Crew
1 pilot
Gallery
Credits
Written by Marko P.
Edited by by Ed Jackson & Henry H.
Illustrations by Carpaticus
Sources
D. Nešić (2008) Naoružanje Drugog Svetsko Rata-Nemcaka. Beograd.
W. Spate and R. P. Bateson (1971) Messerschmitt Me 163 Komet , Profile Publications
M. Ziegler (1990) Messerschmitt Me 163 Komet, Schiffer Publishing
M. Emmerling and J. Dressel (1992) Messerschmitt Me 163 “Komet” Vol.II, Schiffer Military History
E. T. Maloney and U. Feist (1968) Messerschmitt Me 163, Fallbrook
S. Ransom and H.H. Cammann (2010) Jagdgeschwader 400, Osprey publishing.
D. Donald (1990) German aircraft of the WWII, Brown Packaging books ltd
D. Monday (2006) The Hamlyn Concise Guide To Axis Aircraft OF World War II, Bounty Books.
M. Griehl (1998) Jet Planes of the Third Reich, Monogram Aviation Publication
M. Griehl (2012) X-Planes German Luftwaffe Prototypes 1930-1945, Frontline Book
Prior to the Second World War, the German Luftwaffe was in need of a new and modern fighter that was to replace the older biplane fighters that were in service. While four companies responded to this request, only the designs from Heinkel and Messerschmitt were deemed sufficient. The Heinkel He 112 was an especially good design that offered generally acceptable flight characteristics and possessed a good basis for further improvements. While it was in some regards superior to the Messerschmitt, ultimately it would not be accepted for service, and only 100 or so aircraft would be built. These would be mainly sold abroad, with those remaining in Germany used for various testing and evaluation purposes.
History
By the early 1930s the Heinkel company was a well-established aircraft manufacturer. It was rapidly expanding, mostly thanks to the export of some of its aircraft designs. The Heinkel company also had a good relationship with the German Air Ministry RLM (Reichsluftfahrtministerium RLM), which entered a series of different aircraft production contracts with Heinkel.
At this time the German Air Force was in the process of a huge reorganization, and the development of new military aircraft. Quite of interest was the development of a new fighter aircraft that would replace older Arado Ar 68 and Heinkel He 51 biplanes that were in service. For this reason, in May 1934 the RLM issued a competition for a new and modern fighter plane that could reach speeds of 400 km/h (250 mph) at an altitude of 4,000 meters (19,685 feet). Initially, three companies were contacted, including Arado, Focke-Wulf, and Heinkel. Interestingly, and somewhat ironically as it later turned out, Messerschmitt, a relatively small company at that time, was also contacted by the RLM.. All four companies were to build three prototypes of their design, which were to be tested before a final decision was to be made.
Arado and Focke-Wulf completed their prototypes, the Ar 80 and Fw 159 respectively, by the end of 1934. The Heinkel He 112 and Messerschmitt Bf 109 prototypes took a bit longer to complete, which was completed in September 1935. The He 112’s design was greatly inspired by the He 70 passenger plane, which would later be modified for military purposes. Heinkel engineers used the He 70’s the overall design as the basis for the He 112, mainly regarding its wings and the fuselage construction.
Once all four companies submitted their designs, evaluation trials were carried out at the German test centers located at Rechlin and Travemunde starting in October of 1935. After some initial testing, both the Ar 80 and Fw 159 experienced too many mechanical breakdowns and even crashes, which ultimately led to both being rejected. The He 112 and Bf 109 on the other hand proved to be more promising designs. Interestingly due to shortages of domestically built engines, both aircraft were initially powered by Rolls-Royce Kestrel engines.
The He 112 V1 (D-IADO) was powered by a 695 hp Rolls-Royce Kestrel Mk. II engine during trials. Once the aircraft was completed, it was first flight-tested by Heinkel’s own test pilot Gerhard Nitschke. While he gave a generally positive review of its performance, he also noted the aircraft’s drag was a bit higher than expected. However, given that its overall performance was deemed sufficient for the competition, Heinkel decided to proceed with the project. This prototype arrived at the designated test center of Travemunde by the end of 1935. During a series of flight tests, the maximum speed achieved was 466 km/h (290 mph).
It was clear that the RLM would never accept an aircraft powered by a foreign engine. The Heinkel engineers began working on the second prototype that was to be equipped with a domestically built engine. The V2 (D-IHGE) was powered by a 640 hp Junkers Jumo 210C liquid cooled engine. The first test flight was made in November 1935 by another Heinkel test pilot Kurt Heinrich. The V2 was more or less just a copy of the first prototype.
Construction of Additional Prototypes
During the series of test flights, the performance of the two competitors was quite similar, with some minor advantages between them. In the case of the Bf 109, it was slightly faster, while the He 112 had lower wing loading. In addition, the He 112 had a better design and safer landing gear unit.
As the V2 was flight tested at Heinkel, the initial results of the competition began to arrive. The Heinkel engineers were keen on finding a way to overcome the Bf 109’s slightly faster speed. So the Gunter brothers began to redesign the V2 wings. Walter and Siegfried were at that time, probably Heinkel aircraft designers (for example the He 51 biplane is one of their designs.). Their calculation showed that a reduction in the wing profile would provide an additional boost to the maximum speed by at least 24 to 29 km/h (15 to 18 mph). This modification reduced the overall size of the wings, but led to another problem. Namely, the wing loading exceeded that of the RLM commission requirement. Given that the aircraft speed was increased, Heinkel officials deemed that it was a necessary compromise that would not affect the general rating of the aircraft.
The V2 prototype reached the Travemunde test center sometime in early 1936. In February 1936 the V1 and V2 prototypes were moved to the Rechlin Testing Center. In early March, a series of dive tests were carried out. In one of these, the V2 was seriously damaged, luckily the pilot survived the crash. After a few weeks of repairs with Heinkel, the aircraft was quickly put back to use. But in another landing crash, it was completely destroyed and listed as irreparable. Once again the test pilot managed to escape without any injury. This accident, while it did not prevent Heinkel’s involvement in the new fighter competition, it certainly affected the commission’s opinion on the He 112 at least to some extent.
The last of the prototypes intended for the competition was the V3 (D-IDMO). While initially, it was more similar to the first prototype, it received the wing modification implemented on the V2. Additional changes include increasing the rear tail unit size, adding a new radiator, installation of three (or two depending on the source) 7.92 mm MG 17 machine guns. In addition, it would later receive a new enclosed cockpit with a sliding canopy.
Further Competition Developments
Despite the series of improvements to their He 112 design, the tide was slowly but surely turning toward the Bf 109. The RLM commission was getting somewhat frustrated with Heinkel’s constant changes to the design, and the previously mentioned crash did not help matters. In March, it was already being discussed to proclaim the Bf 109 as a winner. The Germans were also informed by the Abwehr intelligence service that the British were developing and preparing for the production of the new Spitfire. RLM officials were simply not willing to risk taking a chance on an aircraft design that could not quickly be put into production, as the Bf 109 was.
While the He 112 project would have ended there, thanks to Heinkel’s strong political connections, an extension of the trials was agreed to. Both companies were to build additional 15 0-series aircraft to be used for testing. The production was to commence in October 1936 with the last aircraft to be completed by May the following year.
Heinkel’s first completed aircraft, which was included in the previously mentioned contract, was actually a He 112 V4 (D-IDMY) prototype which was ready in June 1936. The V4 received a new and stronger 680 hp Jumo 210D that was equipped with a supercharger. In addition, it had an open cockpit, besides which it was in essence a copy of the V3. Possibly anticipating the contract for additional aircraft, Heinkel began working on additional airframes in advance. This led to the completion of the V5 (D-IIZO) and V6 (D-IQZE) prototypes in July of 1936. The V6 was intended as a replacement for the lost V2 aircraft. This aircraft was powered by a Jumo 210C engine. The last aircraft of the prototype series was the V8 (D-IRXO) powered by a Daimler DB 600A engine. It was primarily intended to serve as test aircraft. All of these previously mentioned prototypes were to serve as the forerunners of the He 112 A-0 series.
Following more test flights by numerous Luftwaffe pilots, the Bf 109 was receiving more and more positive reviews from pilots that had the opportunity to fly them. The Bf 109, while proving to have excellent flying performance, was also cheaper and easier to build than the He 112. Given the fact that the Germans were attempting to accelerate the production of the new fighter, this was seen as a huge advantage over the He 112.
In late 1937 Ernst Udet, who was at that time the director of the RLM technical development sector, visited the Heinkel company Marienehe Test Site. There he informed Heinkel that his He 112 was rejected as a fighter. Possibly to compensate for the huge investment in the fighter project, Heinkel company was permitted to export the He 112.
Heavy Fighter Role
Parallel with the development of the first fighter aircraft, the RLM was also interested in the so-called Zerstorer (heavy fighter). This aircraft was to be armed with cannons and machine guns. Heinkel proposed that the V6 be armed with a 2 cm MG C/30L cannon placed in the centerline of the engine. According to D. Bernard the V6 was designated for further testing, under real combat conditions, and would be sent to Spain at the end of 1936. It would be lost there in a landing accident in July 1937. Ernst Heinkel was likely dissatisfied with this outcome, as Messerschmitt once again triumphed as its Bf 110 would be accepted for this role.
The A and B series
Despite being inferior to the Bf 109, the Heinkel company continued working on the He 112, improving its design, in the hopes of gaining the attention of the RLM. The construction of the limited production He 112 A-0 series was still underway, with a total of only six aircraft (D-ISJY, D-IXHU, D-IZMY, and D-IXEU) built. The last two aircraft of the A-0 series received no registration numbers, as they were intended to be sold to Japan. The remaining four aircraft were used for various proposals. For example, the A-01 aircraft was to be used as a base for the proposed He 112 C-0 aircraft carrier modification, which was never implemented. The A-02 and A-04 were used for further flight tests. The A-03 was mainly used as an exhibit aircraft for various European aviation exhibitions, which were quite common before the war.
The A-series was built in small numbers, as Heinkel’s attention moved to the B-0 series instead. The B-0 series was quite different from the previous version, as it introduced a number of changes and modifications. Some of which included a new cockpit design, more powerful armament, changes to the engine ventilation design, fuselage and engine cowling changes, and other modifications.. The forerunner of the B series was the He 112 V7 prototype, which included many modifications previously mentioned.
Following the unsuccessful attempt to gain the Luftwaffe’s attention Heinkel and his team of engineers began working on redesigning the He 112. The basis for the next version, the He 112B-0, the V7 (D-IKIK) was reused. It incorporated a newly redesigned wings and tail unit, and was to be powered by a 1,000 hp Daimler DB 600A engine. Heinkel officials and Hertel himself were hoping that this new version could potentially persuade RLM to reconsider the He 112. Following it was the V9 (D-IGSI), which was powered by a weaker 680 hp Jumo 210E engine. In the following months, work on the B-series was intensified with many different engines being tested (Jumo 210E, 210G etc). Ultimately meager export sales, and the RLM’s rejection of the He 112 by the start of 1939 forced Heinkel to finally terminate the project.
Rocket Engine Tests
Prior to the Second World War, the Germans were quite interested in the experimentation and the development of rocket technology. Various tests conducted by Dr. Wernher von Braun were carried out at the Kummersdorf-West test centers. While this research eventually led to the creation of the infamous V-2 rocket, the development of rocket engines that were intended to possibly be installed in aircraft is often overlooked. Ernst Heinkel was quite a supporter of this project and even donated a number of aircraft to be used as testbeds for the potential new engine. He even donated a few pre-production series He 112 for this research.
A rocket engine was installed in the rear of the fuselage, with the engine nozzle being placed just beneath the tail unit. During the first ground test, the engine exploded, destroying the aircraft (He 112 A-01) in the process. Another He 112 V3 aircraft was outfitted with the rocket engine and was being prepared to conduct its first test flight. As the pilot was approaching this aircraft, the rocket engine exploded again. Somewhat miraculously the pilot survived with no major injuries. While again the aircraft was lost, another aircraft that was built as a replacement would receive the same markings.
Von Braun requested another aircraft which Henkel provided, this was the He 112 V8. During these trials it received a slightly altered designation V8/U. The plane was to ascend on its own piston engine. Then at a certain height, it was to fire the rocket engine wich was placed to the rear of the fuselage for a 30-second burst. This flight test was carried out in April 1937 and was more than successful. During the short burst, the plane reached a speed of 460 km/h (286 mph). The He 112 V8 was returned to Heinkel but two more aircraft (H7/U and A-03) would be donated for the rocket research program. The V8 would be eventually sent to Spain in 1937 and its final fate is unknown. Thanks to the He 112, the German rocket engine program gained a huge boost, which would eventually lead to the He 176 and later Me 163.
Technical Characteristics
The He 112 was an all-metal single-engine fighter. The monocoque fuselage consisted of a metal base covered by riveted stress metal sheets. The wing was slightly gulled, with the wingtips bending upward, had the same construction as the fuselage with a combination of the metal construction covered in stressed metal sheets.
During its development life, a great number of different types of engines were tested on the He 112. For the main production version, He 112 B-2, the 700 hp Jumo 210G liquid-cooled engine was used. With this engine the maximum speed achieved was 510 km/h (317 mph). For the Jumo engine, an all-metal three blade variable pitch propeller was used. The He 112 had a fuel capacity of 101 liters in two wing mounted tanks, with a third 115 liter tank placed under the pilot seat
The landing gear were more or less standard in design. They consisted of two larger landing wheels that retracted into the wings, and one smaller wheel placed at the rear. The He 112 landing gear was wide enough to provide good ground handling and stability during take-off or landing.
The pilot cockpit received a number of modifications. Initially, it was open with a simple windshield placed in front of the pilot. Later models had a sliding canopy that was either partially or fully glazed.
While the armament was changed during the He 112’s production, the last series was equipped with two 7.92 mm MG 17 machine guns and two 2 cm Oerlikon MG FF cannons. The ammunition load for each machine gun was 500, with 60 rounds each for the cannons. If needed, two bomb racks could be placed under the wings, with one per side. Each could carry one 10 kg anti-personnel bomb. For the acquisition of targets, the pilot used the Revi 3b gun sight.
Brief Service with the Luftwaffe
Despite losing to the Bf 109, Heinkel was permitted, after some lobbying from Ernst Heinkel himself, to send one He 112 to Spain for combat evaluation. Once it reached Spain during the end of 1936, the He 112 was allocated to the Experimental Fighter Unit 88 which was part of the Condor Legion. In Spain, it was mostly used against ground targets. One of its greatest successes happened during an attack on the Republican-held Cesena train station. The pilot, Obereutnant Balthasar, made three attack runs in which he managed to destroy an armored car and a tank. The aircraft would be lost in a landing accident that happened in July 1937. Two more prototypes would be sent to Spain during 1938, the V8 and V9. The V8 was heavily damaged during initial trials and spent some four months in repairs. The V9 had a better service life, as it was used in a number of ground attacks. Both aircraft would be returned to Germany by the end of 1938.
In 1938 a possible conflict with Czechoslovakia and the Western Allies, France, and the United Kingdom over the dispute caused huge concern in the RLM. The Luftwaffe was simply not ready for open war, as it was not yet fully equipped. For this Reason, the RLM instructed that all available aircraft be relocated to the Luftwaffe to temporarily boost their readiness numbers. An unknown number of He 112 B, taken from the Japanese purchase order, were temporarily pressed into service. These were allocated to the IV./JG 132 station at Oschatz. In November they relocated to Mahrish-Trubau. Once the crisis was over, the aircraft were replaced with the Bf 109. The pilots that had the chance to fly them gave a generally positive review of their flying performance.
Export Attempts
As mentioned earlier, the He 112 was permitted to be exported abroad if there were any interested customers. This order was officially given at the end of January 1938. A number of countries such as Austria, Japan, Romania, and Finland showed interest, but only a few actually managed to procure aircraft.
Negotiation with Austria
During November 1937 an Austrian delegation visited Heinkel with a desire to enter into a purchase agreement for acquiring 42 He 112B aircraft. Due to lack of funds, this order was reduced to 36 at the start of 1938. Eventually, nothing came of this as the Germans simply took over Austria in March 1938.
In Japanese Hands
At the end of 1937, a Japanese delegation made a contract with Heinkel for purchasing 30 He 112B’s. If these proved to be satisfactory, an additional order for 100 would be placed. This order included 2 He 112 A-0, 6 B-0, and 21 B-1 and the V11 prototype. After a series of tests, the Japanese were not impressed with the He 112 and did not accept it for service. The experimental He 112 C aircraft carrier version was also sold to Japan, according to D. Bernard.
J. R. Smith and A. L. Kay provide a completely different story. According to them, Japan expressed an interest in buying 30 He 112B-0 aircraft, with the first group of 12 aircraft arriving in Japan in 1938. While the remaining 18 were to arrive soon after, the Sudeten crisis changed the plan. The Germans were preparing for a potential war with Czechoslovakia and needed every possible aircraft. So they requisitioned the aircraft intended for Japan. Once the crisis was over, Heinkel offered to ship these delayed aircraft to Japan, which rejected the offer. The Japanese were disappointed with the He 112 B-0 performance and decided to cancel the purchase. The sources also conflicted with each other if the He 112 in Japanese service ever saw action.
In Spain
Some three He 112 were tested during the Spanish civil war. Thanks to this, Francisco Franco’s forces had some insight into the He 112’s performance. Based on this, Spain initially asked for 12 aircraft. The order would be eventually increased to 18 aircraft. Interestingly, Spanish pilots managed to shoot down an Allied P-38 that likely accidentally entered the Spanish air space while flying the He-112B-0 in 1943.
In Romania
Romania initially asked for 24 aircraft, with the order later increased to 30 He 112 aircraft. These arrived from June to October (or September) 1939. The Romanian He 112 would be used during 1941 against the Soviet Union. The following year, all would be allocated for pilot training.
Hungary
The last nation that operated the He 112 was Hungary. In September 1937 a delegation from Hungary visited Heinkel where they inspected the He 112. This delegation was satisfied with what they saw and ordered 36 aircraft, but also showed interest in a licensed production. Ultimately the RLM rejected this offer and only one aircraft ever reached Hungary.
Other Unsuccessful Negotiations
Prior to the war, Heinkel organized a series of demonstrations of the He 112B to various interested European air forces. These include Yugoslavia, The Netherlands, Finland, Turkey, and Switzerland. While many of these parties were interested, for various reasons, chiefly budget constraints, nothing came of these negotiations.
Production
The production numbers of the He 112 are not clear and vary widely depending on the source. According to F.A.Vajda and P. Dancey the production run was as follows with 3 in 1935, 11 in 1936, 13 in 1937, 30 in 1938, and 46 in 1939 for a total of 103 aircraft. Author D. Berliner mentioned a number of 66 aircraft being built. Author Duško N. gave a number of 68 aircraft of all versions being built. D. Bernard gave us a number of 98 aircraft. While C. Chants mentioned a number of 110 aircraft.
Prototype and Production Versions
He 112 V1-V – Prototype series used for testing of various engines and overall design
He 112 A – Planed main production version, which was not adopted
He 112 B – Extensively modified versions of preceding models
He 112 B-1 – Equipped with a Jumo 210E engine
He 112 B-2 – Equipped with a Jumo 210G engine
He 112 B-3 – Proposed version powered by a Daimler DB 601A engine, none built
He 112 C – A proposed aircraft carrier version, only one prototype was built and sold to Japan
He 112 E – Intended as an export version, based on the B series
He 112 U – Propaganda aircraft, which was actually based on the He 100
Operators
Germany – Briefly operated a small number of the He 112
Japan – Operated some 12 to 30 aircraft mainly for testing
Spain – Operated less than 20 He 112 aircraft
Romania – Purchased some 24 to 30 He 112, which saw combat action against the Soviet Union
Hungary – Purchased one He 112
Austria – Planned to acquire 42 He 112, but nothing came from this as it was annexed by Germany.
Conclusion
The He 112 during its brief service life was shown to be a good fighter aircraft. It proved to be a worthy competitor to the Bf 109. It’s quite difficult to pinpoint the exact circumstances that ultimately led to its downfall. Sources often mention that one of the main reasons was political involvement, which favored Messerschmitt. Political quarrels in Germany often influenced decision to adopt aircraft during the war. This factor was surely at play when the fate of the He 112 was decided. But a more practical answer was simply that the Bf 109, while shown to have good flying performance, was also cheaper and easier to build than the He 112. Given that at that time, the Luftwaffe was in the middle of a huge reorganization and rearmament effort, conditions certainly favored the Bf 109. The He 112’s constant design changes did not help either.
He 112B-2 Specifications
Wingspans
29 ft 10 in / 9.1 m
Length
30 ft 2 in / 9.22 m
Height
12 ft 7 in / 3.82 m
Wing Area
180 ft² / 17 m²
Engine
One 700 hp Jumo 210G liquid-cooled engine
Empty Weight
3,570 lbs / 1,620 kg
Maximum Takeoff Weight
4,960 lbs / 2,250 kg
Climb Rate to 6 km
In 10 minutes
Maximum Speed
317 mph / 510 km/h
Cruising speed
300 mph / 484 km/h
Range
715 miles / 1,150 km
Maximum Service Ceiling
31,170 ft / 9,500 m
Crew
1 pilot
Armament
Two 20 mm cannons and two machine guns 7.92 mm machine guns
Illustrations by Godzilla
Credits
Written by Marko P.
Edited by by Ed Jackson & Henry H.
Illustrations by Godzilla
Sources
Duško N. (2008) Naoružanje Drugog Svetsko Rata-Nemаčaka. Beograd.
D. Monday (2006) The Hamlyn Concise Guide To Axis Aircraft OF World War II, Bounty Books.
D. Berliner (2011) Surviving fighter aircraft of World War two, Pen and sword
F.A.Vajda and P. Dancey (1998) German aircraft industry and production 1933-1945, Airlife Publishing Ltd.
J. R. Smith and A. L. Kay (1990) German Aircraft of the Second World War, Putnam
D. Bernard (1996) Heinkel He 112 in Action, Signal Publication
R.S. Hirsch, U, Feist and H. J. Nowarra (1967) Heinkel 100, 112, Aero Publisher
C. Chants (2007) Aircraft of World War II, Grange Books.
The DFW T28 Floh (Flea) was an early biplane fighter designed for use by the German Empire. To get an edge over then current monoplane fighters, the T28 was designed with aerodynamics and speed in mind. The result was an aircraft that looked straight out of a cartoon. Despite its appearance, the aircraft performed well during testing, maxing out at 112mph (180 km/h). Although its speed was good, its large body and the placement of the wings reduced visibility for the pilot, making landings with the craft difficult. This was enough for officials to decline production of the type despite its respectable top speed.
History
In times of emergent technology, it goes without saying that many new endeavors are tested out. Many of these may seem strange to us now, but something odd looking to us could have been revolutionary for the time. This was no exception for aircraft in the First World War. Many different ideas were tested in the name of advancing aerodynamics. Some of these would end in blunders while others would be influential to aircraft design. A curious case of attempted aircraft advancement was the DFW T28, a plane that pushed records for speed, while looking downright comedic.
The Deutsche Flugzeugwerke (DFW) was a German aircraft manufacturer formed in 1910 that license-built French aircraft before the war. During the early years of the First World War, they would design and produce a number of two-seater aircraft types, both armed (C-Type) and unarmed (B-Type). No work was done on a fighter aircraft by DFW at the beginning of the war. Fighter aircraft weren’t as common by this point in the war as they would soon be known, with most types in production being German Eindecker (monoplane) designs like the Fokker E.I. Very few actual biplane fighters (D-Type) had been developed at this time, aside from a prototype or two. Despite this, the Eindecker showed its effectiveness and led to a period of time in 1915 where the air was dominated by the Germans, known as the “Fokker Scourge” to the allies.
In mid 1915, a new head engineer, Dipl-Ing (Engineer) Hermann Dorner was appointed at DFW. Dorner was a German early aviation pioneer in the 1900s and 1910s, building gliders and powered aircraft alike. He had formed his own aircraft company in 1910, but due to poor business decisions on Dorner’s end, the company would be liquidated in 1913. He would go on to work as a teacher at the Adlershof flight school, as well as working for the Deutsche Versuchsanstalt für Luftfahrt (German Research Institute for Aviation) before finally being employed by DFW during the war. After joining DFW, Dorner began working on a new fighter aircraft project. Dorner took issue with the Eindeckers in service at the time, particularly relating to their speed. Despite their effectiveness, all of the Fokker Eindeckers built (E.I-E.IV), could not attain a speed faster than around 87mph (km/h). With newer Allied machines on the horizon, this speed wouldn’t give the Eindeckers an edge forever and a replacement was needed.
Dorner had speed in mind with his fighter design. His vision had the aircraft streamlined for aerodynamic flow. Overall the aircraft would be small and light in construction to reduce weight. Work began on a prototype of Dorner’s fighter in late 1915 at DFW’s facility in Lubeck-Travemunde. This facility primarily served as a flight school for DFW, and wasn’t their main factory. The construction of the aircraft, now known as the DFW T28 Floh, was supervised by Theo Rockenfeller at the plant. The final T28 looked like it flew straight out of a cartoon, possessing a very tall fuselage with small wings. This proportional difference made the aircraft appear more like a caricature than a combat aircraft of the time period. Despite its design, the aircraft was still designed for speed, and would have a 100hp (74.5kW) Mercedes D I engine, which was completely enclosed in the fuselage. Armament would be a single machine gun mounted in front of the pilot. The T28 would take flight shortly after its construction, but the exact date is unknown. The design choices of the aircraft to make it fly faster worked well, as it was able to achieve a top speed of 112 mph (180 km/h), which was extremely impressive for the time period. However, its design wasn’t perfect and the choices made to improve speed negatively affected other aspects of the aircraft, in particular, its landing characteristics. The tall profile of the craft, the location of the upper wing, and the placement of the pilot’s position, gave him a superb view above the plane but was severely restricted frontally and below. The prototype Floh would be damaged due to this reason upon landing on its first flight, due to the pilot misjudging his height, as well as having a fast landing speed. This issue also affected takeoff, as the high placement of the pilot required him to stand up during taxiing to see. The design was reworked a few times after its first flight, mainly with improving the tail surfaces. Despite achieving the speed Dorner wanted, the military officials showed little interest in the design, with some sources citing that it was just too fast for the military. Further work on the aircraft was stopped after this. Exactly what happened to the aircraft after being declined for production is unknown, whether it was simply scrapped or if it was continually used at DFW’s facilities for training and testing are possible theories. Many prototype German aircraft of the First World War would go on to serve as trainers for their various companies once production declined. The facility the T28 was built served as a flight training school for DFW after all.
Design
The DFW T28 Floh was a biplane fighter designed in 1915 to supersede then in use Eindecker fighters. It had a length of 14ft 9in (4.3 m), a wingspan of 20ft 4in (6.2 m) and a height of 7ft 6in (2.3 m). The aircraft had a tall, flat sided fuselage constructed of wood. The fuselage would be sleek and rounded in design to reduce drag. Buried in the fuselage was a 100hp (74.5kW) Mercedes D.I engine. The aircraft had a large wooden propeller, with a relatively small landing gear mounted far forward with two wheels almost at the nose of, accompanied by a landing skid at the end of the tail. The short wings were fabric covered with wooden ribs. The wings themselves were single bay, meaning only one pair of support struts between the upper and lower wing. The upper wings were placed in a way that restricted the pilot’s vision downward and forward. Behind the wings and engine in the fuselage sat the pilot. Two cutouts were made into the left side of the fuselage for the pilot to climb up into the cockpit. Toward the rear of the fuselage the tail would taper. At the end were the horizontal and vertical stabilizers. The vertical stabilizer itself acted as the rudder and was completely movable. The elevators were originally the same width as the horizontal stabilizers but these were modified later into testing to be wider to increase performance.
For armament, a single synchronized machine gun was fitted in front of the pilot.
Conclusion
The T28 Floh was a very interesting concept for a fast fighter at a time where biplanes weren’t yet used in such a role in German service. Its design choices might seem strange now, but they meshed together to create a truly fast aircraft of the time. The design however, was troubled by problems that would see it fail to enter widespread production, and eventually more conventional biplane fighter designs would enter service less than a year after the Floh was built. DFW would eventually produce several conventional biplane fighter prototypes later on in the war in 1917 and 1918, but these all performed very poorly. Aside from having structural problems and a poor field of view, the last of these, the D.II, was in fact slower than the Floh.
Dorner would continue working for DFW designing aircraft. His next project after the Floh would be the much more successful DFW R.I Reisenflugzeug (Giant Aircraft), which would first fly in 1916. Dorner, however, wouldn’t stay with the company to see the completion of this project and its success, as he would move to Hannover Waggonfabrik AG in October of 1916 as their chief designer. Here he would design several successful two-seater aircraft, the CL.I through CL.IV, which saw widespread use during the war. He would survive the war and continue working on civil air projects.
Interestingly, this wouldn’t be the only type of aircraft to share this strange design idea during the war. The Austro-Hungarian Lohner Type AA fighter of 1916 also had similar proportions, with a very tall body and small wings to increase speed. This aircraft would have poor flight performance and would be heavily reworked to resemble the more standard biplanes then entering service.
Variants
DFW T28 Floh – The T28 was a small fighter designed to outperform Eindecker aircraft in terms of speed. 1 was built and tested.
Operators
German Empire – The T28 Floh was designed for use by the German Empire but wasn’t adopted for service.
DFW T28 Floh Specifications
Wingspan
20 ft 4 in / 6.2 m
Length
14 ft 9 in / 4.3 m
Height
7 ft 6 in / 2.3 m
Wing Area
162 ft² / 15 m²
Engine
1x 100 hp (74.5 kW ) Mercedes D.I engine
Propeller
1x 2-blade wooden propeller
Weights
Empty
926 lb / 420 kg
Loaded
1,433 lb / 650 kg
Maximum Speed
112 mph / 180 kmh
Crew
1 pilot
Armament
1x Machine Gun
Gallery
Credits
Written by Medicman11
Edited by Ed J. and Henry H.
Illustrations by Carpaticus
Sources
Green, W. & Swanborough, G. (2002). The complete book of fighters : an illustrated encyclopedia of every fighter aircraft built and flown. London: Salamander.
Herris, J. (2017). DFW Aircraft of WWI : a centennial perspective on Great War Airplanes. Charleston, SC: Aeronaut Books.
Initially developed to provide an export alternative to the P-40 for France and the UK, North American’s P-51 would prove to be a superb aircraft that would rank among the most decisive weapons of the Second World War. With its streamlined airframe and highly efficient cooling system, the aircraft would reach new heights when equipped with the far more advanced Packard Merlin engine. Though its early years would prove troublesome, it would solve long standing issues regarding the lack of long range bomber escorts, and achieve a level of performance beyond its Axis contemporaries.
Interwar Fighter Developments
The Merlin powered P-51’s share the distinction of being among the most successful fighter aircraft ever developed, but also having one of the convoluted development paths of any mass production fighter. While the aircraft would make its first flights in 1943, it had its roots in the late interwar period where many of the technologies it incorporated were first established.
The general environment of interwar fighter development for the US Army Air Corps was one of high theoretical advancement, but comparatively slow practical development. While major milestones were made in regards airframe and powerplant design, there was considerably less urgency to develop and mass produce fighters for use by the Air Corps. This was mostly a result of an isolationist foreign policy, which limited availible resources, and to a lesser degree, a desire within the Air Corps to focus on bomber procurement. While the development of new fighters was limited, the Air Corps had great freedom in procuring aircraft for testing purposes. While funding was still limited, they were allowed to procure up to 14 examples of an aircraft through their budget before they would need to petition Congress for additional funding. While a large build up of the Air Corps during this period was a financial and political impossibility, it would prove sufficient for exploring aircraft design and development. This environment would exist into the late 1930’s as the political situations in both Europe and Asia destabilized, and subsequently, the order was given to continue the development of the XP-38, XP-39, and XP-40 into new fighters for use with the Air Corps (Ethell 9).
While these aircraft were being prepared for service, vital new developments were being made in regards to airframe design. At the National Advisory Committee for Aeronautics (NACA) offices at Langley field, efforts had been made to produce airfoils which could achieve laminar flow. In short, this effect is characterized by minimal disruptions to the airflow of the surfaces of the wings and adjoining fuselage. In the context of fighter aircraft, this allowed for a much lower drag coefficient, which would permit better acceleration and would lessen the instability encountered at higher Mach numbers. They would achieve this by June of 1938 when an airfoil displayed laminar flow characteristics in wind tunnel tests (Ethell 10).
Europe Ablaze
The escalation to and the outbreak of hostilities in Europe would completely dispense with the interwar malaise and saw the US begin a massive arms build up. The most notable shift in policy was President Franklin Delano Roosevelt’s call for 50,000 aircraft in January of 1940. The resulting surge of orders would end up leaving most US aircraft manufacturers at capacity, and though they would satisfy domestic demand, the fulfillment of export orders was not a priority. This represented a serious issue facing the Allies in Europe. At the outbreak of the war, the French and British air forces were still largely in the process of expanding and modernizing. While they both possessed examples of modern fighter aircraft, such as the Dewoitine D.520 and Supermarine Spitfire Mk.I’s respectively, they also employed a large number of outdated aircraft in comparison to the better equipped German Luftwaffe. The expedient solution to this problem seemed to be to purchase aircraft abroad, and the US was by far the best source.
To this end British and French interests were served by the British Purchasing Commission. While they had decided on the ideal candidate being the Curtis-Wright P-40, they found the at-capacity firm unwilling to compromise its contracts to the US Army. They were soon negotiating with other firms for P-40’s which would be manufactured under license, and by 1940 had placed as many orders as they could. It was clear to all parties involved that any of the larger firms that were involved in US rearmament would be unable to deliver any sizable number of aircraft to the Allies. In January of 1940, Oliver Echols, in charge of Air Corps procurement, would suggest to the Purchasing Commission to approach a manufacturer that lacked any major contracts involved with US rearmament (Ethell 10).
This suggestion would see the British Purchasing commission returning to older offers from firms that they had turned down the previous year. The most important of these would be North American Aviation. North American had earlier proposed to build P-40’s under license for the Allies, though the offer was given little consideration (Ethell 10). They were likely turned down over their relative inexperience in the field of fighter aircraft, having previously built advanced trainers, like the AT-6 Texan, and the crude NA-50 and NA-68 export fighters. In spite of this, and finding few options among other US aircraft manufacturers, the British Purchasing commission would once again approach North American. This time however, North American was given the option to either produce license-built P-40’s, or instead to design a new aircraft with the aid of research data acquired from Curtiss-Wright on the XP-46 fighter prototype. NAA’s small, but enthusiastic team would choose the latter, and prepared to design a new fighter built around the Alison V-1710 engine.
Enter North American
By the standard’s of most US industries of the time, North American Aircraft was a fledgling company, though one with great promise. It was originally formed as a holding company in 1929 to purchase stock in other aviation concerns, and was later incorporated under General Motors’ General Aviation branch. As a holding company, North American would gather a considerable amount of resources in these early years, of particular note was the firm’s acquisition of Fokker. In 1934, as a result of new regulations on air mail carriers, General Motors was required to divest itself of North American, which then became an independent firm. Thereafter, North American incorporated its parent company, General Aviation, and continued under the direction of its president James H. ‘Dutch’ Kindelberger (O’Leary 9). He would subsequently take the company west in 1936 where they would open a new facility at Mines Field, California. Prior to the war they would develop the O-47 reconnaissance and observation aircraft, which had begun under General Aviation, and the AT-6 advanced trainer, which was among the most successful designs of its type. They would also produce a set of unsuccessful export fighters which were altogether unimpressive. With this in mind it’s understandable North American was initially passed over, they were in fact, inexperienced in fighter development and their only real foray into that field was a disappointment. However, when the British Purchasing commission returned to the company in 1940, they found the firm more than ready to meet their needs. Their contract was worked out for 400 planes at a price no higher than $40,000 dollars a unit, and spare parts in the amount of 20% of the value of the aircraft.
The first step in developing the new fighter was purchasing the most recent data on fighter design from Curtiss-Wright’s XP-40 and XP-46 prototypes, and acquiring the new breakthrough aerofoil designs recently developed under NACA (Ethell 10, 11). This information was made available to the design team headed by Edgar Schmued, a German born aeronautical engineer who had previously been a GM field service manager for their Brazil branch. The work soon began on a new fighter under the designation NA-50B, later changed to NA-73, under a common and straightforward design strategy. Schmued would work to build a plane that would excel by incorporating all of the most recent developments in fighter design to produce an aircraft that was both cutting edge, yet conventional (Douglas 252). The Curtiss-Wright prototypes were a starting point that was quickly surpassed, with engineer and aerodynamicist Ed Horkey considering the prototypes too dated for use on the new project, and the data was discarded (Forsyth 13). This came as somewhat of a blow considering they were forced to pay about $50,000 for the test data. The same cannot be said for the data acquired from NACA.
Horkey would come across NACA’s research through a confidential release for American industrial use, and was convinced that it would make an excellent addition to the new fighter’s design. NAA would send a representative to collect the data from NACA at Langley Field, and they would go on to receive minor technical support. While the design did not possess true laminar flow characteristics, it did drastically reduce drag and improve the performance of the aircraft (Ethell 11). Further streamlining was achieved through the mounting of a low drag, centerline radiator which incorporated the work of British scientist, Dr. F.W. Meredith. This divergent-convergent duct was capable of using the heat ejected by the radiator to actually produce thrust and offset some of the speed loss incurred by drag incurred by the radiator’s air scoop (Douglas 252).
Great care was taken to build the prototype in good time. The NA-73X, would make use of a number of components from North American’s AT-6 trainer, including its landing gear, hydraulics, and electrical systems. Remarkably, the construction of the prototype was completed on the 102nd day of the project, but it would have to wait another 20 days for its Allison V-1710-39/F3R engine (Marshall & Ford 94). The supply of Allison engines at the time was constrained, and resulted in the project having to delay its deliveries to the British. Despite this, the fast pace of the program, and the fall of France would see the British order another 320 aircraft before the prototype even flew. With the program approaching testing, the British were awaiting the results and readying their own test pilots to become acquainted with the new plane. The prototype was first flown by American test pilot Vance Breese on the 20th of October, 1940. It would go on to make several more test flights before having to be repaired after an accident with test pilot Paul Balfour. The accident was a result of pilot error, who failed to switch over from an empty fuel tank, and as such the incident did not reflect poorly on the design itself (Marshall & Ford 151). As the sleek new fighter was taking shape, the British Purchasing Commission would notify NAA that the aircraft’s RAF designation was to be the ‘Mustang’ in a communique sent in December 1940 (O’Leary 24).
Among the last modifications to the NA-73 regarded its armament, fuel capacity, and reinforcement of its wings. Several proposals for its armament were considered, but for the British Mustang they installed a pair of .50 caliber guns in the nose cowling with another two .30 caliber guns in each wing. With these last additions made, the British soon received several of the new aircraft, which now bore the more familiar title of Mustang. The first, AG345, would be put through tests to find any issues from the transition from the NA-73. Several issues arose over the stiffness in the ailerons, power surges in dives, and overheating. These were subsequently addressed, though more drastic changes were needed in the case of the engine, which required installing a new carburetor scoop, and altering the scoop for the radiator (Marshall & Ford 165). The culmination of these new changes would result in the finalized Mustang Mk.I, and a second development prototype, NA-83.
While the aircraft’s development was proceeding at a rapid pace for the British, the USAAC would show very little initial interest in the Mustang. The aircraft the USAAC had dubbed the XP-51 was largely overshadowed by other developments and comparatively little effort was made to conduct exhaustive tests on the XP-51 prototypes at Wright Field to correct their faults. Their interest in the aircraft would be piqued only after the U.S. entrance into the second World War.
Mustang Mk. I
In British service the Mustang would take a different developmental path than what was proceeding in the United States. While the British were receiving their Mustang fighter aircraft, the US had been forced to develop the aircraft into a dive bomber, the A-36, as funds for fighter development had been expended for 1942. In the case of the RAF, the Mustang Mk. I went into service as soon as was practicable and saw their first squadrons, numbers 161 and 613, receive supplies of the new aircraft in April of 1942. They would first be employed as reconnaissance aircraft before later taking on more dangerous work during Operation Jubilee in which they undertook offensive recon sorties over the raid area in Dieppe, France. Beyond this they would be subsequently used to fly nuisance raids and fighter sweeps across the low countries. Its long range, high speed, and effective armament were used to great effect over these areas as they harassed rail and road communications, while also remaining quite capable against enemy fighters wherever they were encountered (Ethell 24, 25). Even by this early mark, the once uncertain contract they signed with North American had already paid off.
It was during this period that the aircraft’s faults and strengths would make themselves evident. The nose mounted guns were troublesome and complicated maintenance; they were often removed from operational planes and were eliminated from the succeeding models of the aircraft. The radiator still presented teething issues, as under certain conditions the oil could freeze over and would fail to circulate, and eventually cause the radiator to boil over. Visibility too would become an issue, as the canopy frame of the cockpit severely restricted the pilot’s view. However despite its faults, the plane was fast, possessing good acceleration and a high top speed that made it capable of outrunning all fighters in the theater at sea level (Ethell 24).
While the radiator issues would be addressed and a new bubble canopy was developed, another, more serious drawback of the design would require far more resources to address. The Allison engines that the early Mustangs were equipped with were considerably lacking when it came to high altitude performance due to their single stage, single speed superchargers. While the aircraft received good marks for its low altitude performance from pilots in the RAF, above the 15,000ft the Allison V-1710 suffered considerable power loss. Though this was by no means surprising, it represented an area where performance could be significantly improved. At higher altitudes the aircraft was outpaced by both contemporary models of the Fw 190 and Bf 109. At low altitudes, it was made somewhat redundant by the RAF’s new Hawker Typhoon, which both flew faster at low altitudes and was better armed. It wasn’t long until the idea arose to fit the Mustang with an engine possessing better high altitude performance, a combination that might well produce an exceptional fighter that was as capable at high altitude as it was down low (Douglas 253).
The first major step toward this came on April 29, 1942, when Wing Commander Ian Campbell-Orde invited one of Rolls Royce’s test pilots, Ronald W. Harker, to test the new aircraft. Harker was impressed by its performance and he believed that if the aircraft was fitted with the new Merlin 61, it would be able to outpace a similarly equipped Spitfire by a considerable margin (Marshall & Ford 215). The Merlin 61 was the obvious choice for many reasons, chief of which was its two stage, two speed supercharger which stood to offer the plane exceptional high altitude performance. To this end, a Mustang Mk.I was provided to Rolls Royce at Hucknall to undergo the necessary modifications. By the beginning of June 1942, the British had correctly projected that the Mustang’s top speed would be increased to 430mph at an altitude of 25,000ft, which was roughly twice as fast as the Allison powered Mustang at that altitude (Douglas 254). When the test aircraft was complete the results were quite impressive, as during a fly off between a Spitfire Mk. IX and a Mustang, both fitted with Merlin 61’s, the Mustang quickly outpaced the Spitfire.
Across the Atlantic, a parallel development began underway after a study of the Mustang’s combat debut with the RAF. The new United States Army Air Force, no longer constrained by funding, rushed to acquire supplies of the Mustang, and sought to re-engine the fighter to improve its high altitude performance. To this end, two P-51’s were set aside for conversion. By the early half of the Summer of 1942, both British and American Mustang experiments were underway. While the Mustang was previously seen as a side project which was never a wholly American or British effort, it was by then extremely clear that the design had tremendous potential and the development of which was of immense importance to the Allies.
Shoeing the Mustang
Re-engining the Mustang was by no means an easy task, as the Merlin was considerably heavier than the Allison and required a larger cooling system. To achieve this, the radiator was reworked, with the oil cooler moved apart from the radiator matrix to a forward position, and the ducting of the entire scoop assembly being redesigned. Earlier aerodynamic and buffeting issues caused by the radiator intake were also resolved by moving the scoop out of the boundary layer under the fuselage. The resulting set up would also achieve the earlier described Meredith effect, which produced thrust that offset the drag caused by the scoop (Marshal & Ford 97, 219). Additionally, the carburetor’s intake duct was moved beneath the nose which also necessitated lowering the wing to accommodate the lower cowl.
In addition to higher cooling requirements, the new Merlin engine weighed 350lbs more than the Allison and would mount a larger, heavier propeller, which would represent a significant shift in weight. To compensate, 61lbs of ballast was added, the primary fuselage longerons were strengthened, and the wings were strengthened and moved lower and forward. These changes would also help to compensate for the stronger vortex generated by the propeller and the greater forces generated by the improved ailerons (Marshall & Ford 219). The new engine and the subsequent operations would also result in some yaw instability. Adding a fin ahead of the horizontal stabilizer seemed an adequate solution, but it would not be undertaken until far later.
While the testing for most of these modifications was done through a variety of converted air frames, the prototype that brought them all together was the XP-51B, which first flew on October 1, 1942. The importance placed on this aircraft was considerable, as several months prior, a large order for 1200 P-51A’s was placed by the US government on the provision that their production could be switched for P-51B’s, given advanced notice (Marshall & Ford 230).
The XP-51B would prove promising but it was troubled by radiator issues which would remain with the aircraft through January of 1943. These were tracked down to a chemical reaction which was found to be degrading the coolant tubes, and was resolved by a lacquer liner. There were also air flow issues within the radiator, which were solved through moving its aftercooler core to improve airflow through the scoop. The prototype’s last major issue was the tendency for its air scoop to produce loud, and worrying, vibrations at high speed. Resolving the problem once again required them to change the geometry of the scoop (Marshall & Ford 258, 311). This was solved by the aforementioned modification that moved it out of the boundary layer below the wing, and further improved as the depth of the gutter was increased and the inlet size was reduced (Matthews 7).
All of the production models of the Merlin powered P-51’s would fly with engines produced under license by Packard. It was a matter of good fortune that Packard was already engaged in the mass production of their version of the Merlin engine prior to the demand for the engine for the new Mustangs. Packard had built its first V-1650-1’s, a license built Merlin 28, in August of 1941 which were later destined for use in Canadian built Avro Lancasters, DeHavilland Mosquitos, and the updated Curtis Wright P-40F (Marshall & Ford 176). Changing production to suit the needs of the P-51B would however not be easy, and matters were made worse by a general strike at the main plant which, alongside slow development at Wright Field, made for considerable delays. Some of the supply issues would be addressed as the new Mustangs would receive the first priority in terms of supplies, superseding the P-40F and L, and denying its use on the P-38. However, beyond these were the predictable teething troubles, and combined with the less predictable hurdles, they saw widespread deployment of the P-51B delayed considerably. Packard would go on to supply North American with engines, however they would never fully be able to meet the massive demands of both the United States and Great Britain (Marshall & Ford 347).
My Kingdom for a Horse
While development on the Merlin powered P-51’s proceeded, the USAAF had formulated and launched a strategic bombing campaign dedicated to destroying industries vital to the German war effort. The theoretical foundations of this strategy had been set in the interwar era and were initially seen as a means to expand the Army Air Corps into a force with greater autonomy. Many early interwar theorists, such as Maj. Harold George, would describe a vague ‘economic web’ that could be destroyed and force an industrial and morale collapse, but in 1943 these theories were put to the test. The practical details of the campaign were laid out at the Allied conference at Casablanca. There a series of targets was decided upon, but later altered to a plan that favored targeting aircraft and submarine production, in addition to ball bearing plants (Overy 45, 305). However, the main concern for USAAF bombing operations was that thus far, all daylight strategic bombing campaigns had ended in failure after formations of unescorted bombers were shredded by fighters.
Since before the war, it was commonly believed among the Air Corps senior officers that a formation of well armed bombers was capable of defending itself from whatever threats it might face. This assertion would be disproven, as even the small raids against targets in France and the low countries sustained casualties that made consistent raids impossible. In early 1943, the next step of the campaign would be far more ambitious, moving on to targets deeper within Germany itself. The need for a long range escort fighter had already become apparent before this point, and work was underway to produce external fuel tanks for existing fighters, but the offensive would be continued without a fighter aircraft able to accompany raiders for the full duration of their missions.
Throughout the summer and autumn of 1943, the USAAF would launch numerous raids against targets in Western Germany, though the bombers could only be escorted over the low countries by P-47’s and P-38’s. It wasn’t long until these range limitations were understood, and soon after, exploited by the Luftwaffe. Wherever Luftwaffe fighters were untroubled by Allied fighters, they were free to make use of their most effective anti-bomber tactics.
Generalmajor Adolf Galland’s prescribed method of attack for single engine fighters was to make head on, or oblique, attacks from slightly above the bomber formation, carried out by at least a Schwarm, or two pairs of fighters (Marshall & Ford 267). This achieved two things, it increased the closure rate to reduce the likelihood of being hit by defensive gunners, and it was from this position that both the pilot and copilot of the bomber were most vulnerable. In the absence of escort fighters, Luftwaffe pilots would be able to regroup, fly ahead of the formation, climb, and repeat the attack. The lack of escort fighters also meant the Luftwaffe was safe to employ its two engined fighters against bomber formations, which with their heavier armaments, were much better equipped to bring down bombers. Over time their tactics grew even more complex as dedicated aircraft, typically Ju 88’s, were tasked with shadowing bomber formations to pass their altitude, course, and speed to flak and fighter control services.
Prior to the arrival of the P-51’s, the USAAF had two suitable fighters for the purposes of escorting bombers at high altitude, the P-38 and P-47. While they had the high altitude performance, they did not have the range to reach deep into the continent. The issue would be partially resolved through the addition of external fuel tanks, which had been discussed at a conference with the Material Division at Wright Field in March of 1942 (Ethel 51). Work however, was slow and the 108 and 75 gallon drop tanks were not delivered in large numbers until the end of summer, 1943. These tanks would allow the shorter ranged P-47 to be able to cover bombers over their flight over the low countries, and the P-38, over the Rhineland. It should also be noted that the escort range was considerably lower than the maximum combat range of the aircraft, as the planes flew in a zig-zag pattern overhead so as not to out pace the bombers. Supplies of larger volume fuel tanks which would take the fighters further into German air space would not be available until the spring of the following year. External fuel tank development and procurement had been mismanaged by Army Air Force leadership who were still largely convinced that the bomber’s defensive capabilities were adequate. Had there been a greater supply, and larger volume tanks initially available, the P-47 and P-38 could have escorted bombers over most of Germany. To make matters worse, the P-38, which by then handled the most important leg of the trip, was troubled by a number of technical issues. While the P-38 possessed good high altitude performance, an exceptional climb rate, and a heavy armament, it was handicapped by a cockpit that pilot’s rated the worst of any US fighter in service and had flying characteristics that made it difficult for pilots to aggressively pursue Luftwaffe aircraft (Dean 164). The large, twin engine Lightning also had an unmistakable appearance, such that Luftwaffe pilots would almost always spot and identify the Allied plane before Lightning pilots could do likewise. With this benefit, Luftwaffe pilots were typically the ones who dictated the engagement, and would depart when conditions were unfavorable. On the defense they would have another advantage, both the Fw 190A and the Bf 109G were capable of out maneuvering the P-38 in high speed dives. The P-38 encountered severe compressibility issues at speeds significantly lower than those encountered on the two German fighters (Marshall & Ford 441). Thus, while the P-38 was capable of performing long range escort missions, its pilots would be forced to employ more conservative tactics than those used in the P-47.
By the start Autumn of 1943, USAAF planners were hoping to accelerate their progress on Operation Pointblank. This plan would see bombers raid targets that were vital to the German aviation industry in order to achieve air supremacy over Western Europe before an invasion of the continent. While losses for these raids were still extremely high, it was hoped that dispatching a larger force capable of inflicting serious damage would make it worth it. On August the 17th, the 8th Air Force prepared for its largest raid yet, with 376 B-17’s dispatched to attack the ball bearing works, at Schweinfurt, and a Messerschmitt factory, at Regensburg. Both of these facilities were located deep within Germany and most of the journey would see the B-17’s outside the area where they could be escorted. To compensate for this, the flight over Regensburg would continue over the Alps and into Allied controlled Tunisia. It was hoped that flight over the Alps would prove easy, and in the case of the Schweinfurt force, they believed that the German fighter squadrons would still be on the ground refueling after their first attacks while the bombers made their return. Both would be met with disaster as the Luftwaffe would hit both forces after their escort fighters turned for home, and the Luftwaffe fighters had taken to the air again as the Schweinfurt raiders made the return trip.
Of the 376 bombers to leave England, 60 would be shot down, 176 were damaged, and 30 remained in North Africa where they awaited repairs at the overburdened facilities in Tunisia. Losses in combat and written off airframes amounted to 31% of the dispatched force; in contrast the Germans lost only 28 fighters (Overy 340, 341). Following the disaster, the 8th Air Force would carry out raids only where there was full escort cover and the next deep incursion into German airspace would only be conducted in the spring of the following year. The winter of 1943 would spell uncertainty for the campaign, as it was clear that for all intents and purposes, much of German industry lay beyond striking range. With this limitation threatening to seriously cut back the USAAF’s campaign, they would request that Lockheed, Republic, and North American increase the internal fuel capacity of their fighters, and hoped that a suitable long range escort would materialize.
Leaving the Stable
As a result of the pressure to produce new, long range fighters for the escalating campaign in Europe, the first P-51B’s were produced before the prototype had gone through its testing and modification cycles. The first plane, a P-51B-1, was completed March 31, 1943 and would include several features that would later be found unsound on prototype. As a result, these initial planes would have to be altered accordingly and would have many parts that were non-interchangeable with later models (Marshall & Ford 316). In addition to reworking the air scoop and radiator, they would also have their ailerons modified, both to improve their effectiveness and to remove a steel diaphragm which would interfere with the plane’s magnetic compass. Most importantly, the decision was made that the aircraft would incorporate an additional 85 gallon fuselage fuel tank which would provide the aircraft with phenomenal range.
With this new aircraft, the USAAF would finally possess what they had been searching for. With the addition of the new internal fuel tank, the aircraft would be capable of deep incursions into German airspace, and it would deliver on what was promised back in the spring of 1942. They were excellent fighters, especially at high altitude. The early P-51B’s would use the Packard V-1650-3 engine, a license production of the British Merlin 61, which produced 1410 hp at 29,300 ft and 1630 hp at 16,400ft at War Emergency Power (P-51 operation manual 31). This engine would later be replaced with the Packard V-1650-7 in later models of the aircraft, which was geared for better performance at medium altitude. These engines, combined with the low drag fuselage and laminar designed wings would provide the aircraft with a superb climb rate, a high top speed at altitude, and exceptional high speed maneuverability.
While the aircraft had taken a largely completed form with the P-51B-5 and P-51C-1, it would be continuously modified in the field and on the production line, throughout its service with the air force. The most notable of these changes were the additions of a fuselage tank, booster motors for its ammunition belts, a vertical fin extension, and field retrofits for a perspex canopy dubbed the Malcom Hood. However, only the 85 gallon fuel tank would be a universal addition.
The fuselage tank would enable the P-51B’s to reach much of central Europe from England, but it was not present in the first deliveries of the aircraft, as was the case with the 59 P-51B’s active in England at the end of November 1943. The installation kits were first sent out in September of 1943, and the tank was later incorporated into the production run with the first long range P-51B being accepted by the Army in December of the same year (Marshall & Ford 393, 407).
The next addition to the aircraft was intended to solve a major issue with the plane’s machine guns, which were found to be prone to jamming when the pilot pulled turns of over 1g. This issue was a result of the canted position of the guns in the wings which put stress on the ammunition belts. The ideal solution was to reposition the guns, but seeing as that would necessitate a considerable redesign, engineers would instead work in a stop gap measure in the form of boost motors for the ammunition belts. These were issued as kits like the fuel tank, though unlike those for the fuselage fuel tank, they were issued in more limited numbers and the issue persisted well into 1944 (Ethell 64).
The Mustang had long had a tendency to yaw in the opposite direction of a roll, which affected its handling since its earliest models, and this was made significantly worse when fuel was carried in the fuselage tank. Despite the problem being an evident and considerable inconvenience, its solution wouldn’t materialize until much later. Eventually, it was decided to fit the aircraft with a fin extending from its vertical stabilizer, along with adding reverse rudder boost tabs. However, these kits arrived very late, having begun production in April of 1944, and later incorporated into the design of late P-51C’s and the subsequent P-51D (Marshall & Ford 306).
Many long standing issues revolved around the ‘birdcage’ canopy of P-51 since the aircraft’s inception, and as was the case with the engine, an improvement was found in British service. With the RAF, many Mustangs received a new frameless bubble canopy. This canopy vastly improved visibility, especially to the rear of the aircraft, which was virtually non-existent from within the birdcage, and it could be drawn back on landing and take-off. Dubbed ‘Malcom Hoods’ after their manufacturer, a plexiglas works named Robert Malcom Ltd. they were subsequently sought after by the USAAF for use with their P-51’s in Europe.
Breaking the Stalemate
The new P-51B’s would make their first major debut with the 8th Air Force in early 1944, though the introduction was not as smooth as had been hoped. Squadrons reported a number of issues with the new aircraft, which included high altitude fuel transfer failures with external tanks, glycol reserve tanks that leaked and froze, radiator corrosion and coolant leaks, radios and spark plugs failing, and excessive oil loss (Marshall & Ford 425). However the USAAF hadn’t the time to immediately resolve these teething issues, and with these problems passed along to the manufacturer and Air Force maintenance services, the P-51’s would soon play a key role in the escalating bomber offensive.
Through the winter of 1943, both the day and night bombing campaigns were facing withering losses which spelled serious trouble for maintaining the pace of operations over Europe. With less than one thousand bombers stationed in England, the USAAF would lose 200 in September alone (Douglas 326). In the face of these losses, the Combined Bomber Offensive was failing to carry out the Pointblank directive, which aimed to cripple the Luftwaffe before an invasion of Europe was conducted. During this period the Luftwaffe had actually built up the strength of its fighter force and had reorganized and improved its defenses into a centralized command structure. To make matters worse, the head of RAF’s Bomber Command, Arthur Harris, would ignore orders to attack German industries involved in aircraft production. Instead, he would order Bomber Command to continue to carry out an ineffective area bombing campaign of Germany’s cities believing it would bring an end to the war without the need for an invasion (Overy 343, 344). It was under these bleak circumstances that the US’s Eighth and Fifteenth Airforces were tasked to cripple the Luftwaffe and establish air superiority over much of Europe before the invasion, now only a few months away. However, they would soon see a change in leadership and the delivery of new equipment that would put them on the path to controlling the skies over Europe.
In December of 1943, the USAAF established a joint strategic air command to consolidate their bomber forces over both the European and Mediterranean theaters, and drive them towards a unified objective. With Gen. Spaatz in command of all strategic bomber forces, and Maj. Gen. James Doolittle in command of the Eighth Airforce in England, the USAAF would now have clear strategic direction, and more aggressive leadership. Doolittle would take a pivotal role in revising the existing strategy into one which proved instrumental in undermining, and dismantling the Luftwaffe in the coming weeks. Crucially, he recognized the inadequacy in trying to undermine the Luftwaffe’s fighter strength solely through targeting the production of new aircraft. To hold to this existing, overly conservative strategy was hopeless, and the invasion of France was scheduled for five months after he took office. Targeting the factories alone wasn’t enough, and thus Doolittle would give the order for returning escort fighters to perform fighter sweeps and seek out enemy planes in the air and on the ground (Overy 361). Among the first and most important moves was to create a more effective relay system for the fighters, further increasing the time they could spend over enemy territory.
By the start of 1944, Maj. Gen. Kepner, 8th Air Force, would also play a major role in implementing this new strategy, as he officially untethered the Eighth’s fighters from the bombers and allowed them to seek out the enemy at their discretion. The P-51 would play a pivotal role, as its excellent high altitude performance and range meant it was able to take up the last position of the fighter relay, and was more than a match for whatever it found. Beyond the existing penetration, target, and withdrawal relay positions, the P-51 was also able to take up a fourth mission. These units would perform sweeps 50 to 70 miles ahead of the bomber formation and attack German fighters as they were climbing, assembling, or transiting towards the bomber formation. Their efforts were greatly aided by British signals intelligence services that provided the assembly points for the Luftwaffe’s fighter groups (Marshall & Ford 425, 425; Overy 362).
This change in tactics would have immediate and profound impacts as they began to be widely implemented in February and March of 1944. The first major achievement of the new strategy were the widespread losses inflicted on the twin engined fighter forces, which had earlier proven themselves as potent anti-bomber weapons. Against the new long range fighters, they were almost defenseless, and were withdrawn in March (Overy 366). Similar effects were felt throughout the Luftwaffe’s fighter forces, which thanks to the new P-51’s, were left without any safe haven. Whenever the bombers were over Germany, their escort fighters could make their appearance. While the new strategy often meant that the bomber formations were often less protected, this was counterbalanced in that it placed the German fighters on a defensive footing. The days of Luftwaffe fighters leisurely climbing alongside a formation before diving at it head on were over, now whenever they reached a formation they were forced to conduct hit and run attacks, or face off against the escorts.
Luftwaffe attrition escalated as airfields that were once ignored were now periodically harassed by fighters that attacked transiting and grounded aircraft. Doolittle did all he could to promote these attacks, and would allow for the destruction of aircraft on the ground to count towards a pilot’s ace status (Marshall & Ford 423). These attacks would prove costly to the USAAF, but well worth it as Luftwaffe operational losses for all aircraft increased sharply and it robbed them of the ability to train new pilots in secure airspace. This shift in strategy and subsequent success would prove instrumental to the USAAF in the following months, as their responsibilities were soon to broaden when the Allies landed in France.
While the Eight and Fifteenth air forces were still occupied with the task of destroying the Luftwaffe in the air and on the ground, they would soon be given additional missions. The most unexpected of which came in the form of Operation Crossbow, which called upon the Eighth Air Force to disrupt Germany’s use of the new V-1 bomb from coastal bases. Then came the task long awaited, which called upon the Eighth to begin the preparations for Operation Overlord. To meet these new objectives, the Pointblank raids were accelerated, culminating in ‘Big Week’ in February of 1944.
Between the 19th and the 26th, the Eighth and Fifteenth air forces would fly roughly 6,200 sorties against 18 aircraft assembly plants and two ball bearings plants, at a loss of 247 bombers and 28 fighters. Undoubtedly steep, but sustainable in comparison to the Luftwaffe which lost roughly one third of its single engine fighters (Overy 369). The success of the raids themselves was difficult to judge, as fighter production still increased, though at a significantly reduced rate which saw a shortfall of roughly 38.5 percent (Overy 370). During these operations the P-51 would provide the USAAF deep penetration cover and perform strafing attacks against German airfields. However, there weren’t enough long range escorts for full coverage until the summer of 1944. The situation was further complicated when all P-51B’s were grounded between the 10th through the 15th of March in order to address structural issues with the aircraft’s engine mounts, wings, and tail. These were subsequently resolved by replacing the retaining bolts for the engine, reinforcing the tail empennage and ammunition doors, and installing landing gear locks to prevent their uncontrolled release at high speed (Marshall & Ford 442, 446). These issues would however not present a long term obstacle during the early months of 1944 as the tempo of operations and list of targets grew in the following months.
With the major push against the German aviation industry mostly over, the USAAF would soon set its sights on two major targets, rail communications across much of Northwestern Europe, and Germany’s oil industries. The first was an immediate necessity for the success of Operation Overlord, crippling German strategic mobility was essential for an invasion which would require considerable time after the first landings to build up a force on the continent. The formalities were worked out in March when the Transportation Plan was decided upon. It would fortunately have the support of RAF Bomber Command, as Harris’s evident failure to end the war on his terms would see him temporarily divert his force into supporting the preparations for the invasion of France. The subsequent offensive against fuel production would start far less formally. Spaatz was convinced of its necessity, but due to the months it would need to take effect, he was at first unable to convince his superiors to divert resources to it. However, in a matter of weeks, he was able to argue for its necessity under the Pointblank Directive and was then allowed to conduct attacks against Germany’s synthetic fuel industry whenever resources permitted (Overy 371).
With these new policies in place, the Luftwaffe would be thoroughly disrupted as a result of Spaatz’s strategy, and Doolittle and Kepner’s tactics. The USAAF would end up inflicting punishing losses on the Luftwaffe in the air, disrupting the manufacturing of new aircraft, and eventually causing chronic fuel shortages that severely limited their ability to conduct large scale operations of any kind. In this, the P-51 would prove essential with its exceptional high altitude performance, and its endurance that could take it anywhere over Germany.
In many ways, the bombing of factories alone was a largely ineffective means of inflicting serious damage to the German war economy, as many industries proved to be exceedingly resilient. Fighter production proved a particularly difficult target, as apart from the later targeted aero engine industry, production and final assembly plants could be dispersed and were largely safe from raiders. When fighter production was further streamlined and resources were diverted to support it, Germany would end up vastly expanding fighter production during the period in which those industries were the most frequently raided (Zeitlin 59). This was, however, was achieved only by reducing the rate of modifications and improvements, and transferring resources away from the production of bombers. In comparison, the later targeting of fuel production and rail transportation proved key, as the inability to reliably move material by rail combined with chronic fuel shortages proved a fatal military and economic obstacle. As a result, establishing air supremacy over Western Europe before Operation Overlord was as much an achievement of long range fighter operations as it was of the bombers. The Luftwaffe could sustain itself when aircraft deliveries did not meet expectations, but it quickly found itself struggling when it lost scores of pilots and found itself hard pressed to train new ones once they had lost control of the skies over Germany.
In the end it must also be said that the civilian costs of the raids were steep, and while the Eight and Fifteenth Airforces were not involved in a campaign directed against the civilian populace, as was the case with Bomber Command and the USAAF elsewhere, the technical limitations of the time meant that bombs frequently fell on civilian areas. Even under ideal circumstances, the dimensions of a bomber formation were larger than their targets and it was physically impossible to strike factories, railyards, and refineries without causing significant damage to the surrounding area. The realities of the campaign would also prove worse than predicted. Targets were frequently obscured by bad weather and smoke generators, and formations typically took heavy anti-aircraft fire on the approach. As a result, bombs were often released by the best estimate from the bomb sight or at the direction of a ground mapping radar system (Overy 347). Even outside of Germany, the civilian costs of these operations were heavy as the Allied air forces carried out the transportation plan. In France alone, between March and June of 1944, French officials placed the figure of civilians killed by Allied bombing at 25,266 (Overy 574).
The 4th Fighter Group ‘Debden Eagles’
When the US entered the Second World War, few American airmen had any combat experience, with the notable exceptions being volunteer airmen in service with foreign armies. The Debden Eagles were one such group, having volunteered to serve with the RAF and entered service in late 1940 and 1941. While they were among the few Americans fighting against Nazi Germany at the time, they had garnered a somewhat unfortunate reputation as glory-seekers and primadonnas thanks to their unique position (Bucholtz 6). Their tendency of excessive overclaiming of victories during this period would prove particularly irritating to their superiors. With the US entry into the war, the Eagle squadrons, and their Supermarine Spitfires, were subsequently integrated into the USAAF.
The RAF’s 70th, 121, and 133 Eagle Squadrons would become the 334th, 335th, and 336th Squadrons of the 4th Fighter Group on the 12th of September 1942. These units flew Spitfire Mk IX’s and within the month were supporting the nascent bomber offensive which was targeting installations in France. The start of this effort went poorly, when only one aircraft out of a twelve plane flight returned, the rest having been lost to enemy fighters, harsh weather conditions, or having run out of fuel in the short range fighter. Thankfully for the Group, this would be their worst day of the war. Despite this setback, the unit saw its first major mission carried out on the 20th of October in the Calais area escorting B-17’s carrying out a high altitude raid. This would be the first major bomber operation carried out under escort and was met with success. Their Spitfires would prove a very capable fighter aircraft, but their short range rendered them unable to conduct escort missions far beyond the English Channel. In any case, this wouldn’t prove much of an issue, as for the rest of the year as they would mostly conduct fighter sweeps across the low countries and provide convoy cover (Bucholtz 9). However, with the changing of the year, the 4th would exchange their venerable Spitfires for new P-47’s.
The 4th FG flew their Spitfires in combat for the last time on April 1st, 1943, after which they completed the full transition to P-47C’s. This change was not viewed favorably, as most of the unit’s pilots disliked the considerably heavier Thunderbolt (Marshall & Ford 340). The changeover had little initial impact on operations, and the squadron was largely involved in the same missions as before. However, the group would later accompany bombers on deeper raids into Europe thanks to newly issued external fuel tanks for their P-47’s. They would use these new 200 gallon fuel tanks on an escort mission into Ghent on July 25th and soon after their first foray into Germany airspace over Westhoff-Emmerich. It should be noted that these fuel tanks were a rare piece of equipment at the time and the 4th only had them thanks to the efforts of Lt. Col. Cass Hough of the 8th Fighter Command’s technical section. They were, unfortunately, as troublesome as they were vital, often failing to transfer fuel above 20,000, and were later withdrawn as British made paper 108 gallon tanks became more available (Marshall & Ford 411).
Despite their complaints, the 4th FG’s veteran pilots would master their new planes and had put them to good use. In a battle defending a formation of B-17’s over the city of Utrecht, the 4th FG was credited for the destruction of nine enemy aircraft at the cost of one of their own, with the pilot having bailed out over the occupied Netherlands (Bucholtz 16). With their P-47s, the 4th would take up an important supporting role in the escalating bombing offensive, one which saw their longer ranged P-47s making more flights into the German frontier. This tempo and the 4th’s change in command under the more aggressive Lt. Col. Don Blakeslee would see the unit become among the most successful in the entire USAAF.
Lt. Col. Blakeslee was made C.O. of the 4th with the turn of the year, and in addition to bringing new, more aggressive tactics to the table, he would work to ensure his unit was re-equipped with the new P-51. Blakelsee would meet personally with General William Kepner and argue that his squadron would be the best candidate for refamiliarization with the new plane as their experience with the similarly-engined Spitfire would make for an easier transition. Kepner was convinced, and subsequently put the 4th FG at the top of the list for P-51’s. The schedule for the transition was harsh as they continued to fly combat missions in their P-47’s while also familiarizing themselves with the new aircraft. The process was time consuming and they would not make their operational debut with their new planes until February 28, 1944 (Marshall & Ford 432). These Mustangs would nearly double the combat range of the unit, and the pilots favored them over their older P-47’s, but they experienced a variety of harsh teething issues and mechanical failures.
While the conversion was taking place, the 4th would be committed to Doolittle’s more aggressive strategy against the Luftwaffe, with the aim to achieve aerial supremacy over Western Europe before the invasion of France. As such their independent actions increased, and on January 31, 1944, they would join the 355th FG in bombing the Luftwaffe’s airfield at Gilze-Rijen (Marshall & Ford 425). In many ways this mission bore some similarity to the fighter sweeps they had conducted since they had flown with the RAF, but it would mark a first in that direct assaults on Luftwaffe airfields would then become more commonplace. Among the last major actions the unit would perform with its P-47s was its support of ‘Big Week’.
Their first combat mission in the new planes was fairly uneventful, on February 28, when flying as escorts for a formation of bombers attacking a V-1 launch site they encountered no enemy aircraft but strafed a Ju 88 on their way home. They would claim their first aerial kills two days later during a bomber withdrawal support mission near Frankfurt where they claimed two enemy fighters (Bucholtz 38). The following day the unit would help achieve a major milestone, the first fighter escort operation to Berlin and back. The operation would prove anything but easy, as deteriorating weather conditions saw most of the aircraft involved turn back. However, elements of the 3rd Bomb Division would press on, supported by the 4th, 55th, 354, and 363rd FG’s. The 4th would engage a formation of roughly 60 Fw 190’s and Bf 110’s northeast of Wittenberg in the day’s first encounter with the enemy. They claimed five victories but suffered one loss from enemy fire, and another as a result of a radio failure which made navigation across a storm in the English channel impossible. The pilot was later forced to ditch his aircraft in France after a failed attempt to reach neutral Spain (Marshall & Ford 439, Bucholtz 39).
Perhaps the most exciting encounter that day was experienced by Capt. Don Gentile and Lt. John Godfrey, both aces in the 4th. The two pilots were unable to join the rest of their flight as a result of extremely poor weather, but proceeded with their mission regardless. En route the weather would clear, and reveal a flight of roughly 50 Do 217 night fighters, pressed into service as daylight bomber destroyers, and dozens of Fw 190’s which were preparing to attack a nearby formation of USAAF bombers. The pair would decide to attack, in order to disrupt the enemy formation and prevent them from engaging the nearby bombers from an advantageous position. Gentile and Godfrey dove on the night fighters, damaging one and sending the group diving in an effort to escape. The engagement turned into utter chaos as the single-engined fighters joined in. In the confusion, the pair of aces would claim one enemy aircraft in a series of defensive fights that eventually saw them make their escape through the clouds. Flying on instruments and practically lost, they made their way back to England by their intuition, landing at RAF Hurn (Bucholtz 40).
The unit would return to Berlin on March 6 in support of a massive 8th Air Force operation. Favorable weather conditions would allow the 8th to dispatch a force of 730 bombers against a series of targets in and around the German capital, where they would meet the Luftwaffe in the largest air battle of the war up to that point. The 4th, led by Col. Blakeslee, would be tasked with escorting the bombers, which would prove a difficult undertaking, with the sheer number of opponents forcing the group to disperse into individual flights and sections to expand their coverage. The unit would be credited for the destruction of 15 enemy aircraft of the 45 claimed by P-51’s that day, in exchange for five losses. In comparison, P-47 units were credited with 37 kills for 5 losses, and P-38 units brought down three units at the cost of three of their own. It should also be noted the P-38’s comprised the minority of the fighters, while there were roughly twice as many P-47’s as there were P-51s. The USAAF would claim a total of 83 ‘confirmed’ enemy aircraft with the Luftwaffe having recorded the loss of 75 fighters (Marshall & Ford 439; Bucholtz 43, 45). The majority of these kills were twin engine and night fighters pressed into daylight service. This engagement, while not representing a distinct turning point, did demonstrate a noticeable shift in the war over Germany. Of the 672 bombers that proceeded with the mission, 69 failed to return, and 6 were written off. These were certainly heavy losses, but were a fraction of the nightmare that the Allies were facing in the summer and autumn of the previous year. Beyond that, Luftwaffe losses were mounting both in the sky and on the ground, and the use of its heavier, twin engined bomber destroyers had become untenable in the face of agile new opponents.
D-Day
Over the coming weeks the 4th would continue to support the bombing campaign, but in June of 1944 they would participate in something far more decisive. The group would be among the many fighter units providing top cover for the invasion of Normandy. Throughout D-Day, each of the unit’s three squadrons would operate independently and continuously until nightfall. The day began with the 334th and 335th squadrons undertaking an offensive patrol under the command of the unit’s C.O., Col. Blakeslee, between 03:20 and 09:45 over Rouen, France. The patrol found no enemy fighters and sought out targets of opportunity, in their case a pair of locomotives that they strafed with their machine guns. Their only loss was 1st. Lt. Fraser, who had lost contact with the rest of the squadron and was subsequently downed by German fighters and taken prisoner. The 336th would sortie at 06:42 to provide cover for warships shelling the landing areas, which proved uneventful (Bucholtz 84).
At 11:20, the 334th would sortie again to Rouen with one section carrying bombs. They would attack a troop train to poor effect, though an encounter with a flight of 10 Fw-190 near their airfield at Evreux proved more successful. In the ensuing battle the 334th was credited with the destruction of four enemy fighters, with the only damaged P-51 making it back home. While this confrontation was happening, the 335th had attacked the marshaling yards at Fleury. The 336th would fly for the last time that day at 13:35 conducting a fighter bomber sweep near Evraux. They would find no targets and would lose an aircraft to ground fire, with 1st Lt. Freiderick being taken as a PoW. The last mission of the day would see the 334th and 335th conduct attacks against a radar station and a road convoy near Rouen. While successful in their mission, they incurred heavy losses when elements of the unit were attacked by around 15 fighters belonging to JG 2 and JG 26 as the US fighters attacked infantry positions.
The day would prove exhausting, with pilots flying up to three missions from dawn to dusk. Between flights most of the 4th’s pilot’s would rest, usually either having coffee or trying to get some sleep in before their next mission. The different squadrons would also find themselves having vastly different experiences, with the 336th having spent most of the day covering the invasion force which the Luftwaffe hadn’t the strength to attack, and taking part in a fighter bomber sweep that found no worthwhile targets and saw one aircraft lost to flak. In comparison, the 334th and 335th spent the entire day conducting offensive sweeps which claimed a number of targets, but also saw them sustain higher casualties than any of the other US fighter squadrons over Normandy that day with ten fighters lost (Bucholtz 82, 83).
Shuttle Mission to VE-Day
Following the success of the landings, and subsequent breakout in Normandy, many of the USAAF fighter units would take on tactical missions in support of the armies in Western Europe, in addition to the ongoing strategic air campaign. However, some P-51 units were selected to participate in an escort mission in which the bombers would land at prepared airfields in the Soviet Union instead of returning to their home bases. A 45 aircraft detachment of fighters from the 4th would depart for the Soviet Union on June 20th. The mission would see them join a force of 1,000 bombers as they attacked targets in the Rhineland, and then on to Piryatin, Ukraine some seven hours away. 45 Mustangs of the 4th would make the trip, encountering some 25 enemy fighters over Siedlice, downing two, but losing one of their own. All but one of the remaining planes landed at their intended destination, with one 2nd Lt. Hofer being forced to land at Kiev after running low on fuel after pursuing enemy fighters (Bucholtz 88). However, unbeknownst to the assembled American aircraft, the formation had been trailed by a Ju 88. Soon after, a well coordinated attack by the Luftwaffe using its He 177 heavy bombers saw many of the US bombers hit, though their P-51’s were unscathed.
The P-51’s were subsequently dispersed and flew a variety of missions in the following weeks which brought them over Central Europe and the Mediterranean. They soon flew an escort mission against an oil refinery in Drohobycz, Poland on the 26th. The return leg of the mission took them to Lucera, Italy where they would support the bombing operations of the 15th Air Force. The largest of these missions would take them over Budapest to perform a fighter sweep ahead of the strike force. There they encountered 80 German and 18 Hungarian Bf 109G’s and a massive dogfight ensued. In the battle the 4th would claim eight Axis fighters at the cost of four of their own. This included 2nd Lt. Hofer who had died during a strafing attack against an airfield. (Bucholtz 89). The unit would be led back to England on the 3rd of July.
Beyond Operation Frantic the 4th settled back into the ‘usual’ operations they’d had since most of the group had left for the Soviet Union. They continued to fly deep penetration and escort missions over Germany, though by the end of the summer, Luftwaffe activity in the air had been considerably reduced. The savage war of attrition over Germany had been decisively won by the USAAF, as the Luftwaffe began to feel ever more crippling shortages of experienced pilots and fuel. Ironically, the Luftwaffe’s supplies of fighter aircraft were secure, though transporting them to airfields would prove ever more troublesome through the remainder of the war. While they had the aircraft, a subsequent USAAF campaign against rail communications across Germany would make overland transportation difficult, and ever more frequent fighter sweeps made transiting by air a very dangerous prospect.
For the remainder of the war the 4th FG remained committed to supporting the strategic bombing campaign, especially as it pertained to offensive fighter sweeps and attacks against Luftwaffe airfields. Their last victory of the war was a probable destruction of an Me 262 that was damaged over the Prague/Ruzyne airfield, with the group credited for 1,058.5 total victories against enemy aircraft, both in the air and on the ground (Bucholtz 120). They would end the war among the most successful Fighter Groups in the USAAF, having come a long way from the overly boastful volunteers that had flown against the Luftwaffe before any other Americans.
The 99th Fighter Squadron ‘The Tuskegee Airmen’
As black aviators, the men of the Tuskegee-trained squadrons would face unique challenges, having to face prejudice from their own countrymen who sought to deny them the opportunity to fight. They were initially excluded from many of the pre-war programs that turned out many of the pilots who later joined the ranks of the USAAF and US Navy. Many who ran these programs espoused the belief that they were incapable of the judgment needed for leadership, and that they had lacked ‘the proper reflexes to make a first class fighter pilot’ in the words of General Edwin J. House (Moye 102).
Their chance came with the Civilian Pilot training program in 1939, having been excluded from the program the previous year. The program was extended to a series of predominantly black colleges and universities, with the most critical being the Tuskegee Institute in Alabama. The university would build a fledgling airfield that eventually grew into an Army Air Corps training base, which proved controversial even among hopeful applicants, as in their eyes they were clearly still segregated from the rest of the Army. While the controversies flowed in the small Alabama town, the Air Corps moved to create the first black pursuit squadron, the 99th.
The first cadets of the 99th would graduate March 7, 1942 under the command of Capt. Benjamin O. Davis. The squadron would subsequently fly within the US before its transfer to the Mediterranean in late March 1943, equipped with new P-40L’s (Moye 99). They occupied a former Luftwaffe airfield in Morocco and were to be attached to the 33rd Fighter Group after they had gotten some experience in theater. In May, the squadron would be deemed ready for service and would move to a field in Tunisia. They would see success there, but the leader of their fighter group, Col. William Moymer was immediately hostile to their presence. He failed to return the salutes of the 99th’s officers and he placed the squadron on patrol duties over secure air space. He would then openly criticize them for being ‘unaggressive’ for failing to claim victories over territory where they were unlikely to encounter enemy aircraft (Bucholtz 18, 19; Moye 101). In spite of this, the unit pushed on and would aid in the preparations for the invasion of Sicily.
The 99th’s first combat missions were fighter sweeps against enemy positions in Southern Italy, their first target being a German airfield on the island of Pantelleria on June 2, 1943. The airbase would be the site of many more attacks, including the unit’s first encounter with enemy fighters. On June 9th, six P-40’s from the 99th Squadron accompanied A-20’s to the airfield, encountering four enemy fighters. In the ensuing fight they successfully drove off the enemy aircraft, and damaged one, taking no losses of their own. A further effort was made to intercept a flight of Ju 88’s at high altitude but were unable to, as their P-40’s had their oxygen systems removed to save weight for the low altitude mission (Bucholtz 21). The pilots of the 99th were particularly enthused that in their first encounter with the enemy, they had managed to complete their mission and all returned home safely.
The squadron would be redeployed days later, partially a result of Moymer who sought to see the squadron reduced to coastal patrol duties. Instead, the 99th was transferred to the 79th Fighter Group, who’s commander, Col. Earl E. Bates, did his best to integrate the unit into the group. While they remained formally segregated, they enjoyed a far more open and professional environment than what they endured with the 33rd (Moye 103). Their first mission with the unit was on July 2 and saw them escort a flight of 16 B-25’s to their target, a German airfield in Castelvetrano, Italy. It would prove less than ideal when the B-25’s failed to line up with their target on the initial approach and had to repeat the attack, giving Axis fighters stationed nearby the time they needed to scramble. Two of the 99th’s pilots were lost in the first pass from the German fighters, but the remaining members soon regained control of the situation. In the ensuing confrontation with enemy Fw 190’s, Bf 109’s, and a Macchi 202, the 99th would claim one confirmed destruction, one probable, and two damaged aircraft. Though perhaps most importantly, none of the B-25’s they were escorting came to harm (Bucholtz 21, 22).
The coming weeks saw them mostly fly ground attack missions in support of the ongoing invasion of Italy, and met very few enemy aircraft for the remainder of the year. It was during this time that they also discovered that the Tuskegee training center wasn’t large enough to supply a sufficient number pilots to the squadron, while also supporting the construction of three additional squadrons. Their pilots resultantly flew an abnormally high number of missions due to being short handed (Bucholtz 25). This period also saw them defeat a great deal of the unfair criticism leveled against them and had largely cemented a favorable reputation within the Army Air Force. Among the most notable victories on that front was an article in Time, which had previously published an article based on Moymer’s alleged grievances with the squadron. Maj. Roberts of the 99th would be quoted “people assumed we were not producing because we were negroes…but now that we have produced, things have changed.” The 99th had also succeeded in convincing most of the 79th FG of their worth, and had garnered a great deal of respect as they moved into 1944. Many white pilots of the 79th disobeyed an order from the commander of the Air Force commander in the MTO, and held a desegregated dinner party to celebrate the anniversary of the 99th’s combat debut (Moye 104, 105).
Forming the 332nd Fighter Group
While 99th gained valuable experience over the Mediterranean, they began to rotate pilots out to train the next pursuit squadrons to form a segregated fighter group. These squadrons were the 100th, 301st, and 302nd, all of which would be formed at Selfridge Field, Michigan. Selfridge would prove a particularly dreadful post for these men, as it was here that they would face intense discrimination both by the local populace and base staff, while being a stone’s throw from the racial powder keg of Detroit. However, this would not remain their home for long, and they would soon depart for their operational assignments by the end of the year. They would join the 99th in the Mediterranean Theater of Operations in January of 1944, being equipped with a set of used P-39s. These aircraft would prove troublesome in service due to their age and condition, and as such numerous accidental losses followed, so by the early summer of 1944, Col. Davis had managed the acquisition of new P-47Ds. However, the unit would soon transition again to the newer P-51 soon after the 99th joined the rest of the fighter group in July, something the group’s veterans would resent as they felt they had been segregated again after finding acceptance within the 79th FG.
The group would fully transition to Mustangs by July of 1944, and would be reassigned to the 15th Air Force where they would support long range bombing operations. Their first mission in their new planes was on July 4th, where they took 40 aircraft to to escort two bomber wings, but they would encounter only a pair of Bf 109’s that made no attempt to attack the allied aircraft . Beyond this, their pace of escort missions rose and they would take part in supporting raids against Axis positions in Northern Italy and Southern France. Soon after, they would provide support for the amphibious invasion of Southern France. On August 12, All four of the 332nd’s squadrons were given specific targets, with the 99th striking radar stations in Montpelier and Sete, the 302nd attacking radar stations in Narbonne and Leucate, the 100th attacked the radar stations near Marseilles and Cape Couronne, and the 301st attacked four targets around Toulon. At the loss of three pilots, one captured and two killed, all of the targeted radar stations sustained considerable damage .
The remainder of the war saw the 332nd fly a considerable number of escort missions, including an earlier attack against the Ploesti oil fields in Romania on July 13th, 1944. It was during that mission that they had begun to cement their status as one of the most reliable escort units in the USAAF, after they dispersed a flight of eight German fighters that had attacked bombers of the 55th Bomb Wing. Their C.O., Col. Davis maintained an unwavering directive to his unit, on escort missions they were never to abandon their bombers. This didn’t sit well with some but it was accepted, in part because many felt that a failure to protect the bombers would come down harder on them than the other squadrons (Bucholtz 51, 105; Moye 102). As such, their record for defending bombers was exemplary, having lost only 27 bombers to enemy fighters from June of 1944 to April 1945. It should also be noted that 14 of these losses occurred during a single day when a failure in mission planning resulted in the bombers and their escorts failing to meet at the proper time. As the target that day was the Luftwaffe air base at Memmingen, Germany, losses were correspondingly high (Bucholtz 53, Haulman 2). This places the remaining 13 bomber losses among the other 178 escort missions they performed over ten months. This policy would however, result in the squadron having the lowest aircraft kill to loss ratio of any other P-51 squadron in the theater, however, they would still consistently outscore all of the veteran P-38 squadrons in the Mediterranean (Marshal & Ford 477).
Among their most impressive escort missions was in support of a bombing raid against the Daimler-Benz tank assembly plant in Berlin, on March 24, 1945. From the 332nd’s base in Ramitelli Italy, this was a 1600 mile round trip, the longest mission ever conducted by the 15th Air Force. 59 Mustangs of the 332nd would leave their base at 11:45 under the command of Col. Davis, though he would soon return after experiencing engine trouble and left the squadron in the command of Capt. Edwin Thomas. They would encounter some two dozen enemy fighters outside of the German capital, including a number of Me 262s. The jets would initially prove difficult to catch, and the aircraft, belonging to JG 7, would at first disengage from the bombers whenever the escorts drew close. However, several of the jets would later press their attack on the formation. In the ensuing battle 1st Lt. Earl R. Lane, Flt. Officer Joseph Chineworth, and 1st Lt. Roscoe Brown would each be credited with a confirmed kill on three downed Me 262s. On their return flight they engaged several targets of opportunity, including two trains. The success of this mission earned the unit one of their three Distinguished Unit Citations, and the personal thanks of Gen. Lawrence of the 5th Bomb Wing (Bucholtz 108, 109).
Beyond their role as escorts for the 15th Airforce’s bombers, the 332nd would be engaged in a number of fighter bomber missions across the Meditteranean and Central Europe. These missions were conducted whenever time permitted between bombing raids and would see the squadron engage a number of targets. These would include airfields and various transportation targets varying from trains to river barges. A raid on August 30, 1944 would mark the unit’s most successful day when the 332nd attacked poorly camouflaged aircraft at Grosswardein airfield, Romania. In the ensuing strafing attack, they would be credited with the destruction of 83 aircraft with a further 31 damaged, ranging from 30 Ju 88’s, to a pair of super heavy Me 323 transport aircraft (Bucholtz 66). They would mount similar attacks against Axis airfields from Romania to Hungary.
The 332nd would end their campaign at an airfield in Cattolica, Italy, and was credited for the destruction of 111 aircraft in the air, 150 on the ground, 57 locomotives, 600 rail cars, and had flown 15,533 sorties (Bucholtz 116). It was a common myth that the squadron had never lost a bomber to enemy fighters, this being a rumor circulated by the press near the end of the war. This was not the case, but even with the failure over Memmingen, their bomber losses to fighters were half of the average and they were a considerable morale booster for the bomber crews of the 15th Airforce.
Flight Characteristics and Pilot’s Remarks
The P-51B would prove to be an excellent fighter, but one that could present some challenges to those unaware of its quirks. It shared most of its general flight and handling characteristics with its older Allison powered predecessors, though some alterations to the design would make themselves felt, and not always to the plane’s benefit or pilot’s wishes.
Overall, the Merlin Mustang’s would prove to be fast and highly maneuverable, but with more complex flight characteristics than the Allison powered models that came before. Under most flight conditions, the plane was positively stable and possessed controls that were light and responsive. This aspect had been improved from the previous models, as the P-51B would be equipped with improved internally sealed and balanced ailerons which kept control stick forces light. These were rated very well, though pilots would note they were still ‘mushy’ at low speeds. However, as the plane’s top speed increased, it was capable of pulling maneuvers that could prove hazardous to pilots. Above 4g turns where a pilot without a g-suit was partially blacked out, the stick reversal could be harsh, but the worst of its effects were eliminated by a 20lb bobweight that was incorporated into the control system later on (Dean 350, 349).
The plane’s stall characteristics were mixed, but mostly mild. A one g stall in a clean aircraft was characterized by a roll to the right which came on after rudder buffering and aileron snatching, and was easily recovered from. Pilots were generally positive about the stall warning and recovery characteristics. However, its accelerated stall behavior proved to be far less universally understood. Some pilots claimed an easy recovery after ample warning, and others claimed it came on suddenly and viciously. Its low drag wings would contribute partly to this, as with its lack of air flow disturbances, stalls could come on without much warning. In the event of a spin, recovery was achieved by throttling back and pulling up while directing the rudder in the opposite direction of the spin. A spin could be serious trouble as a typical recovery resulted in a loss of about 9,000 ft in altitude (Dean 351, 352; P-51B flight manual 80).
While the plane was certainly very capable in regards to its maneuverability, pilots would have to take great caution when performing maneuvers of any kind when the fuselage tank still contained fuel. When the 85 gallon tank still contained fuel, the plane’s center of gravity shifted considerably and induced severe longitudinal instability. Hard maneuvers with any considerable volume of fuel still in the tank would result in a stick reversal that would require the pilot to brace themselves against the movement of the stick. Failing to do so would result in a loss of control or a further tightening of the turn which could result in a high speed stall or even structural failure (Dean 347, 348). Both RAF and USAAF manuals would ban aerobatics with roughly forty or more gallons of fuel in the tank, and suggested caution once it had been reduced to 25 gallons (Pilot’s Training Manual 68, Pilots Notes 30). In service this issue was one that rarely affected the plane’s effectiveness in combat, as the long range tank was the first to be used on long patrols and escort missions and thus typically contained little or no fuel when contact with enemy aircraft was made.
On early and mid production P-51B’s, pilots would also have to be cautious of high speed snapping brought on by the aforementioned longitudinal instability while they were conducting rolls. Pilots caught unaware were often injured during this violent jolt, and rolls were restricted accordingly. The addition of a fin extension for the vertical stabilizer and reverse rudder boost tabs would largely solve this issue, and the restrictions were lifted on suitably modified aircraft (Dean 350).
Perhaps where the aircraft shined the brightest were its dive characteristics, which were achieved as a result of its low drag wings and fuselage. These granted it excellent acceleration and a higher critical mach number than most of its contemporaries. Due to the changes in air flow across an aircraft’s wings as a plane approaches the sound barrier, most aircraft would experience buffeting, and a loss of control along and total loss of lifting forces. This change in flight characteristics that results in this loss of control is known as compressibility, a phenomenon that occurs when an aircraft exceeds the speed of its critical mach number.
Thanks to its laminar flow airfoil, the P-51 was almost unique in its ability to remain controllable at otherwise unheard of speeds. However, in a high speed dive the P-51 would eventually experience compressibility and a pilot needed to be aware of the changing characteristics of their aircraft. In the P-51 this would first be felt through a ‘nibbling’ at the controls, afterwards by the stick ‘walking’ back and forth, and lastly by the aircraft pitching up and down with motions that grew more violent as the aircraft picked up speed (Pilot’s Training Manual 74, 75). On earlier models that lacked the vertical stabilizer extension, there was also directional instability that occurred at high speed, which required rudder correction or the plane could be sent into a spin. However with the later modifications the plane was nothing less than astounding. In diving tests from 35,000ft, pilots were able to reach mach .83 while retaining control of the aircraft, and despite the violent shaking and buffeting of the aircraft, were able to recover from the dive. In more practical conditions, control characteristics would remain normal until the aircraft was between .72 and .74 mach, after which the plane would experience escalating tuck-under, or a tendency to pull downwards airspeed increased. The maximum permissible dive speed was set at 505 mph IAS below 9000 ft, and 300 mph IAS at 35,000 ft, TAS being 539 mph (Mach .81). The maximum permissible engine RPM in dives was 3300 (Dean 341, 342, 343). Overall, the P-51B proved to be phenomenal in a dive, with only the British Hawker Tempest gaining a slight lead in tests, it being another aircraft equipped with laminar flow airfoils (Ethell 62).
Its take-off procedure was fairly typical of contemporary US fighters and required a strong right rudder deflection during take off to counteract the powerful torque from its engine. Its best climb out speed was between 160 to 170 mph IAS, which was quickly achieved after its flaps and landing gear had been retracted (Dean 341). Landing was somewhat more challenging, as the 140 mph IAS glide slope offered poor forward visibility, and little was improved as the plane came in to land at about 90 mph. It was thus fairly common for combat pilots to make tail up, level landings in order to have a better view of the landing strip before touching down. Its widely spaced gear and wide tire tread otherwise made the landing fairly easy.
While the P-51B’s possessed some truly phenomenal flight characteristics, the same cannot be said for the canopy. In US Navy evaluations the ‘birdcage’ canopy was found to result in poor all-around vision, most notably fore and aft. It was also fairly restrictive and made turning to view behind the aircraft more difficult (Dean 353). The frame itself could also not be opened on take off or landing and thus proved to be of some annoyance to pilots. This would later be solved with the addition of the ‘Malcom Hood’ which provided excellent visibility and was far less confining. The rest of the cockpit was judged to be satisfactory and capable of accommodating pilots of varying stature.
Its armament however, was distinctly lacking and fairly unreliable. It’s armament of four .50 caliber AN/M2’s was considerably lighter than most US fighters of the time and were installed in such a way that the ammunition links were prone to deformation in high-g maneuvers. It was not uncommon for P-51B/C’s to return from their missions with several guns malfunctioning as a result of failures to feed or extract. As a gun platform, its qualities were judged as roughly the same as the P-40, and below those of the P-38 and P-47 (Dean 353).
Comparisons with American Fighter Aircraft: Early to Mid 1944
Entering service alongside the P-47 and P-38, the new P-51’s would compare very well. When it came to the P-47D, equipped with R-2800-63’s, these aircraft were in some ways complementary, and excelled in areas the other did not. Thanks to its powerful turbosupercharger, the P-47 would retain the power needed to outperform the P-51 above 25,000ft, but was significantly slower at lower altitudes. The P-47 was also less vulnerable to ground fire and thus better suited for ground attack missions. The P-51B however, outstripped the P-47D in rate of climb, linear speed, acceleration at altitudes below roughly 30,000ft, and dive performance (Ethell 70; Marshall & Ford 526). Ergonomically speaking, the P-51B was the superior aircraft, as the turbosupercharger controls of the P-47D added to the workload of the pilot.
When it came to escorting bombers, the P-47D and P-51B were the most effective tools at the USAAF’s disposal. Both aircraft performed superbly at and above the altitudes the bombers typically flew at, though the P-51B would prove the more vital as it could travel significantly further. By late spring 1944, external fuel tanks had been introduced that extended the P-47’s escort radius across most of Germany, however, by this time the P-51B was capable of accompanying bombers beyond Poland (Marshal & Ford 516). While the shorter range of this aircraft was often used to excuse the high bomber losses during earlier campaigns, the fact is that had they been supplied with the proper external fuel tanks, they would have been capable of deep incursions into German airspace months before the P-51 entered service.
The older P-38J Lightning would not stack up quite as favorably against the new Mustang. While the P-38J possessed a better climb rate and acceleration, it was out-stripped in linear speed by the P-51B at all altitudes, and possessed a very low critical mach number which meant that virtually any opponent at high altitude could escape by diving away. To make matters worse, a number of technical and operational issues spelled trouble for these aircraft in the colder Northern European climate. These issues, compounded by the extremely poor cockpit and canopy of the P-38, saw Lightning squadrons fall behind Thunderbolt and Mustang squadrons in victory credits (Marshall & Ford 439, 516; Ethell 70).
While the P-38J would receive external fuel tanks that would allow it to travel to Berlin and back, it was held back by a number of factors that severely reduced its combat effectiveness. In the European Theater of Operations, the P-51B would present a clear and general improvement over the P-38s, which saw more success in other theaters with conditions that they were better suited to, namely the Mediterranean and Pacific.
German Fighter Comparison: Early to Mid 1944
Entering service near the end of 1943, the P-51B compared very well to the German Fw 190As and Bf 109Gs in service at that time. The typical Bf 109 encountered through the first half of 1944 was the Bf 109G-6 series, which possessed better firepower than those that preceded it, but was heavier, and initially slower for it. These planes were equipped with either the Daimler-Benz DB 605A, or the high altitude, DB 605AS engines, both of which were later equipped with MW-50 boost systems. In all cases the P-51B possessed the superior linear speed, but in the case of MW-50 equipped aircraft, the Mustang had a slightly lower climb rate at low to medium altitude (Marshall & Ford 526, 523; P-51 flight tests). Without the boost system, which came into widespread use in the summer of 1944, the Bf 109G-6 was considerably slower and had a clear disadvantage in top speed and climb rate at all altitudes. The disparity with the high altitude model was much narrower, though the P-51 still held an edge.
When it came to maneuverability, both aircraft had their own advantages, with the Bf 109 having better low speed handling and the P-51 having the advantage at high speed. The dive performance of the P-51B was far superior even at lower altitudes as the Bf 109 experienced stiffening of the elevator at high speed.
Visibility the Bf 109 was more or less on the same level of the standard ‘birdcage’ P-51B, and this would largely remain the case, as both planes would be re-equipped with improved canopies that offered better visibility. However, the cockpit of the P-51 was considerably more spacious and was further improved by the Malcolm hood. The Bf 109’s greatest strength was that it was equipped with an automatic RPM governor and mixture control that took a great deal of work off the pilot.
In terms of armament, both aircraft were comparable, with an unmodified Bf 109G-6 possessing a pair of 13mm machine guns and either a 20 or 30mm cannon, which fired through the propeller hub. Of the two, the 30mm was far less common.
Overall, the Bf 109G-6 was a somewhat dated fighter, one that had its advantages, but was generally outclassed by the new Mustang. However, upgrades like water-methanol injection, an improved vertical stabilizer, and a new canopy helped keep the aircraft competitive and staved off obsolescence. The much refined ‘Kurfurst’ series would match P-51 performance in a number of areas, but its introduction was well after the Luftwaffe had lost control of German airspace.
The P-51B would face several models of the Fw 190A, with the most up to date being the A-8. The P-51B would have considerable linear speed, climb, and high altitude dive advantages over the earlier models. The Fw 190A-8 would have the benefit of a significant boost in power to its BMW 801D-2 engine, first by means of a fuel injection system, and in the summer of 1944, they were judged robust enough to be run at higher manifold pressures and had their supercharger boost regulators overridden. These modifications allowed the engine to produce significantly more power and increased the aircraft’s top speed at all altitudes (Douglass 344). In terms of top speed, this put these two aircraft on closer footing at low altitude, and ahead of the other two American fighters. It was, however, nowhere close to offsetting the general disparities at higher altitudes. The excellent defensive characteristics of the aircraft helped to offset some of its disadvantages against the P-51, as the Fw 190A held the best roll rate in the theater, solid dive characteristics, and good rearward visibility.
In terms of armament it was no contest, as the earlier A-6’s and A-7’s possessed a pair of either 7.92mm or 13mm machineguns respectively, and a pair of 20mm cannons. This was increased to two pairs on the Fw 190A-8. In regards to ergonomics the Fw 190A was excellent, with good visibility, clean instrumentation, and an advanced engine control system which handled RPM, manifold pressure, and mixture through the use of a single, integrated electro-mechanical computer. Its controls too were tight and responsive, if a little heavy at speed, thanks to its push rod control system. However, as was also the case with the Bf 109, its cockpit was comparatively cramped compared to the P-51.
Subsequent models of both these aircraft, the most numerous being the Bf 109G-14 and the Fw 190D-9, would largely eliminate the performance disparity at low altitude. However, at medium to high altitudes, the P-51 would still enjoy a considerable edge in top speed, dive performance, and high speed maneuverability. Only later Bf 109G’s with enlarged superchargers and better high altitude performance were close to closing the gap, with the K-4 series finally achieving high altitude parity near the very end of the war.
The Me 262 presented a much greater threat in the air for obvious reasons. The jet fighter possessed a top speed roughly 100 miles per hour faster than the P-51 and was the only Luftwaffe fighter capable of following it into a dive. It was, however, considerably lacking in acceleration, which presented itself most dangerously on take off and on the landing approach. While the high top speed of the jets meant that they could disengage safely from most confrontations, they were helpless if caught near taking off or landing. Thus the general strategy for defeating these aircraft was to catch them as they were returning to their bases, where Allied fighters would await them. This is not to say this was easy, as their airfields were well defended by some of the best flak units available to the Luftwaffe and they would eventually have their own dedicated fighter cover (Ethell 97, 98). Higher up the jet could prove a deadly opponent as when flown well, it was extremely difficult to catch and an experienced pilot had control over most engagements.
In any case, encounters with the new jet fighters were fairly uncommon as they were constrained by operational restrictions owing to the temperamental nature of the new turbojet engines and the lack of a dedicated trainer for the aircraft until late 1944. They would not be seen flying against the Allies in appreciable numbers until the late autumn of that year.
Building the P-51B & C
The P-51B’s and C’s were built at plants in Inglewood, California, and Dallas, Texas, respectively. The distinction exists due to the differences in manufacturing between these two facilities, but these are functionally the same aircraft. With the exception of the earliest model, the P-51B-1, which had a different aileron design, their components were interchangeable. The main production models were equipped with the Packard V-1650-7 engine. Deliveries of these models began in February of 1944 (Marshall & Ford 253)
Production of this aircraft was complicated greatly by the breakneck pace of its procurement, which saw massive orders placed before its prototype had completed testing. As such, the aircraft that left the factories differed considerably even when they were built mere weeks apart. While all WWII fighters underwent constant modification, the level and rate of changes made to the P-51B and C were extensive and rapid. In addition to minimal changes, like changing the pilot’s seat from a wooden one to a magnesium one, in a matter of weeks the P-51B would receive an additional fuselage fuel tank, an extension to its vertical stabilizer and a rudder anti-balance tab, and an elevator control system which made use of a 20lb bob weight (Dean 329). These features would constitute a considerable challenge to work into the design without compromising the pace of production for an aircraft that USAAF planners wanted in as great quantity in the shortest possible time.
This challenge would highlight both the greatest strengths and weaknesses in US aircraft manufacturing. Most aircraft factories in the US operated by building large batches where the design would be frozen to allow faster construction. Modifying the design meant changes to the production line, which meant slowing down or stopping. US factories operated at batch sizes of up to 1,500, compared to the British Supermarine Spitfire’s production lines which operated at or below 500. The compromise was the modification center, to which “finished” aircraft would be delivered to be fitted out to new modifications. In practice, this system was extremely inefficient and saw quality control drop significantly. It also proved to be a highly inefficient use of labor, and could represent between 25 to 50% of the total labor required to complete an aircraft. Quality control also dropped considerably as the modification center was primed to try and deliver aircraft as quickly as possible (Zeitlin 55, 59). Lastly, the centers saw a great deal of wastage of material, accumulating a much larger proportion of metal scrap from rushed fittings, and ruined parts than the production lines (O’Leary 142). The USAAF would have its Mustangs, but only at a considerable cost and of initial questionable quality.
In the end they were successful in that they delivered the P-51B in great quantities despite the rushed pace of procurement, development, and production. However, it certainly contributed to the severe teething issues experienced by the aircraft that would see it briefly grounded in March of 1944 and would trouble it for weeks later.
In all, 1,988 P-51Bs were built with the first leaving the production lines, at a very low initial rate, in the summer of 1943 with the first deliveries taking place in August, with a further 1,750 P-51C’s being built. Production of both types declined as the P-51D production began in January of 1944, with the last P-51B’s leaving Inglewood in March and P-51C production continuing for several more weeks (Dean 321).
Construction
Wings
The wing group of the P-51 was composed of each wing, bolted together at the centerline. Each wing was of a cantilever stressed skin construction and consisted of a main panel, the wingtip, the flap, and the aileron. The main panel was built up around a main forward spar and a rear spar, to which twenty one pressed ribs were attached. These spars were spliced together roughly around half their length. A self-sealing 90 gallon fuel tank was fitted at the inboard section and a bay for its .50 caliber machine guns and ammunition was found near the center. The ailerons were of a fairly heavy construction, being all metal and supported by two spars and twelve flanged ribs. They were aerodynamically balanced by a diaphragm attached to the forward edge of the aileron and sealed to the rear spar by a fabric strip. These were controlled by means of a cable, as were all of the control surfaces of this aircraft. These were equipped with trim tabs and were adjustable in flight. The flaps were all metal plain flaps that were hinged on three sealed ball bearings and were hydraulically actuated.
The landing gear was hydraulically actuated with a fully retractable tail wheel. The main landing gear were fixed to the wings by a cast magnesium supports and were equipped with multiple disc brakes connected to the hydraulic cylinder by metal tubing. The wheels were 27 inches in diameter and possessed a fairly wide tread, which helped to give the P-51 excellent ground handling.
The wings of the P-51 were designed to achieve laminar flow and used a NAA/NACA 45-100 series airfoil. It would fall short of true laminar flow as even extremely minor surface imperfections resulted in airflow disruptions that made laminar flow impossible. However, these were among the most aerodynamically advanced wings used by any fighter during the Second World War, providing extremely low drag and excellent high altitude dive performance.
Fuselage
The fuselage was composed of two main sections, both of which had a semi-monocoque construction. The main section was formed by four extruded longerons, around which the intermediate frames and stringers were connected. The upper longerons were extruded H-sections which extended from the sheet metal firewall and tapered into a T-section. The lower longerons, consisting of an H-section and U-channel, extended the full length of the main fuselage. This entire unit was made up of eight assemblies which were riveted and bolted together, these being the firewall, turnover, truss, upper deck, left and right side panels, radio shelf, web assembly, and the radiator air scoop.
The main fuselage section also contained the cockpit, the windshield being composed of a center pane of bullet resistant five pane laminated glass, with two Plexiglas windows to either side. The canopy was either a metal framed Plexiglas ‘bird cage’, or a Malcom Hood. The birdcage had panels that opened outward on the top and port side. The hood slid back across the rear of the canopy. Behind the pilot were lucite windows which enclosed the radio space. A relief tube was installed and stored beneath the seat, and proved quite useful considering the long flights that this aircraft commonly made.
The rear section was comparatively simple, composed of two longerons, a shelf, five formers, and three solid bulkheads. The fuselage, as with the rest of the aircraft, was skinned in Alclad. This section was reinforced after structural failures during high speed rolls in early models.
Tail Section
The tail section was affixed to the rear fuselage and consisted of the horizontal stabilizer, elevators, fin, vertical stabilizer, and the rudder. The horizontal stabilizer was a one piece assembly supported by two spars, fixed to the fuselage by four bolts, and through which the vertical stabilizer was attached. The elevators consisted of a front spar with eighteen flanged ribs, and was initially fabric skinned with Alclad leading edges before it was later entirely metal skinned. These were fastened with five sealed ball bearing hinges and each had an adjustable trim tab.
The vertical stabilizer was supported by two spars along with four ribs and a detachable tip. Extensions to the vertical stabilizer by means of a fin were added to P-51B/C’s to correct for longitudinal stability issues with a full fuselage fuel tank, and to correct certain undesirable characteristics when the aircraft was put through a roll. The rudder was fitted at the rear of the stabilizer and was supported by a single spar to which twenty flanged ribs were attached. Much of the rudder was skinned with mercerized cotton, save for the reverse edge. The rudder was fitted with a trim tab and aerodynamically balanced by means of a 16.6 lb lead weight at the tip.
Engine Section
The engine section consisted of the engine mounting and external cowl components and was bolted to the firewall. The cowl consisted of a frame made of Alclad beams to which the cowl panels fastened. This frame acts as a cradle for the engine which is mounted by a bracket through anti-vibration units. The entire section is designed to facilitate easy access to the engine through panels, and the engine mount allows for the rapid removal of the Packard engine.
Engine
The early models of the P-51B used a Packard V-1650-3, with this engine being replaced on the production line in February of 1944 with the Packard V-1650-7. These are largely the same engine, though their superchargers were geared for optimal performance at different altitudes and thus have different maximum outputs. The 1650-3 was designed specifically for high altitude use and gave the P-51B/C a full throttle height of 29,000 feet, the 1650-7 was geared to achieve a higher engine output at a FTH of 21,400 feet (Marshall & Ford 253).
These engines had a bore of 5.40 inches, a stroke of 6 inches, a displacement of 1,649 cubic inches, a compression ratio of 6.0:1, a width of 30 inches, a height of 41.6 inches, length 87.1 inches, a frontal area of 5.9 sq. ft, and a weight of 1690 lbs. They differed in that the -3 supercharger ratios of 6.391:1 and 8.095:1, and those of the -7 were 5.80:1 and 7.35:1 (Wilkinson 125, 127). They were both fitted with a four blade Hamilton-Standard 24D50-65 or -87 hydropneumatic propeller with aluminum blades of a diameter of 11 feet and 2 inches. These blades were either 6547-6, 6547A-6, or 6523A-24 types. The engine exhaust stacks were of a stainless steel construction which had a removable exhaust shroud to keep heat from the spark plugs and to reduce drag.
Both engines used a two stage, two speed supercharger and was equipped with an aftercooler. The supercharger was automatically controlled and governed by the air pressure at the carburetor intake, which was found just below the prop spinner. The controls for the engine were conventional, requiring manual throttle and rpm adjustments.
Radiator and Cooling Systems
The engine was cooled by two separate systems, one dedicated to the engine, and the other cooled the supercharged fuel-air mixture. Both of these systems were connected through the main radiator matrix within the air scoop below the main fuselage, with the coolant flow maintained by an engine driven pump. A smaller radiator for the oil cooler was placed below and ahead of the radiator matrix for the engine and aftercooler. The radiator setup was designed to make use of the Meredith effect, which in practical terms meant that the heated air flow out of the radiator produced thrust which counteracted a large percentage of the drag incurred by the scoop. The outlet for the radiator was automatically controlled. This design was able to reduce net drag upwards of 90% and was one of the most important features which allowed the aircraft to achieve such a high top speed (Marshall & Ford 510).
The hoses for the radiator which extended through roughly two thirds of the aircraft, and the unarmored radiator, which sat at the bottom center of the aircraft, constituted the most vulnerable part of the aircraft’s design. These made the aircraft fairly vulnerable to ground fire, as the high cooling requirements of the Packard Merlin engine meant that a failure of the cooling system wouldn’t take long to put the aircraft out of action.
Fuel System
The initial models of the P-51B possessed only two 92 gallon wing fuel tanks with an 85 gallon fuselage fuel tank being included later through modification kits and was eventually incorporated into the production line. The Mustang was also capable of carrying two external fuel tanks by means of wing mounts. Fuel was drawn only from individual fuel tanks, requiring the pilot to manage up to five individual sources of fuel throughout longer flights (Pilot’s Training Manual 26).
The inclusion of the 85 gallon fuselage tank would introduce new challenges, as the shift in weight caused by a full tank introduced severe longitudinal instability. For this reason this tank was the first to be consumed. The combined tankage was 269 gallons.
Armament and Armor
P-51B’s were equipped with four .50 caliber AN/M2 machine guns. Each inboard gun was supplied with up to 250 rounds, with the outboard weapons having 350 each. These guns were mounted at roughly 45 degree angles within the wing, which caused severe cycling issues when the guns were fired while the aircraft was pulling hard maneuvers. These issues were lessened with the addition of electric boost motors for the ammunition feed, but were not completely solved until the subsequent P-51D model. The guns were electrically heated to prevent them from locking up at high altitudes. These aircraft were typically equipped with the N-3B reflector gunsight, with later aircraft receiving K-14 gyroscopic gunsights.
Wing pylons allowed the aircraft to carry a payload of up to 500 pounds at either side, being either external fuel tanks or bombs. These aircraft could be made to carry rockets by means of field modification kits. Armor plates were placed ahead of the radiator header tank, at the engine fire wall, and behind the pilot.
(Dean 355-376)
Conclusion
It would take a considerable effort to develop the P-51B from its Allison engined predecessors, and even greater hurdles would have to be overcome to produce them in the quantities needed. In the end, both were achieved and the P-51B would enter large-scale operation in the Spring of 1944. In spite of its harsh teething issues, it would become among the most decisive weapons of the Second World War. With its incredible range and medium and high altitude performance, the aircraft would prove instrumental in establishing air superiority over Western Europe prior to Operation Overlord, and contesting the skies over Germany itself.
Its design, while not revolutionary, was thoroughly advanced and represented a considerable leap in aerodynamics and airframe design. The P-51B would however, be only a starting point for the Packard Merlin Mustangs, as further refinements would result in the iconic, and much more widely produced P-51D.
Specifications
P-51B/C ( with Fuselage tank)
Specification
Engine
Packard Merlin V-1650-3, V-1650-7
Engine Output [V-1650-7]
1630 hp [1720 hp]
Maximum Escort Fighter Weight
11,150 lbs (2x108gal external)
Gross Weight
9,681 lbs
Empty weight
6,988 lbs
Maximum Range [External Fuel]
1350 miles [2150 miles]
Combat radius [External Fuel]
375 miles [750 miles]
Maximum speed (V-1650-7)
444 mph (75″ Hg) at 20600ft
Armament
4x .50 cal M2 machine guns, 1200 rounds of ammunition
Crew
Pilot
Length
32′ 2
Height (tail down)
12’8
Wingspan
37.03′
Wing Area
235.75 sq.ft
P-51B/C ( with Fuselage tank)
Specification
Engine
Packard Merlin V-1650-3, V-1650-7
Engine Output [V-1650-7]
1630 hp [1720 hp]
Maximum Escort Fighter Weight
5058 kg (2×409 liters external)
Gross Weight
4391 kg
Empty weight
3169 kg
Maximum Range [External Fuel]
2172 km [3460 km]
Combat radius [External Fuel]
603 km [1207 km]
Maximum speed (V-1650-7)
714 km/h (1905mm Hg) at 6279 m
Armament
4x 12.7mm M2 machine guns, 1200 rounds of ammunition
Crew
Pilot
Length
9.80 m
Height (tail down)
3.86 m
Wingspan
11.29 m
Wing Area
21.9 sq.m
(Dean, Performance Tests on P-38J, P-47D and P-51B Airplanes Tested with 44-1 Fuel., Marshall & Ford)
Maximum Level Speed
Speed at 67″ Hg, 3000 RPM
75″ Hg, 3000 RPM
No wing racks, 75″ Hg, 3000 RPM
Sea level
364 mph
380 mph
388 mph
Critical altitude low blower
408 mph at 10400 ft
411 mph at 2300 ft
422 mph at 7400ft
Critical altitude high blower
426 mph at 23900 ft
431 mph at 20600ft
444 mph at 20600ft
Aircraft Specification
Gross weight 9680lbs, P-51B-15
(V-1650-7)
*A note on fuels: The 75″ of manifold pressure figure represents the high end of performance using 150 octane fuels, these were typically only available to P-51 squadrons based in England.
Climb rate
67″, 3000 RPM
75″ Hg, 3000 RPM
Maximum at low blower
3,920 ft/min at 5600 ft
4,380 ft/min 2,300 ft
Maximum at high blower
3,170 ft/min at 19,200 ft
3,700 ft/min at 15,600 ft
Aircraft Specification
Gross weight 9680lbs, P-51B-15
Maximum Level Speed
Speed at 1701 mm Hg, 3000 RPM
1905mm Hg, 3000 RPM
No wing racks, 1905mm Hg, 3000 RPM
Sea level
586 km/h
611 km/h
624 km/h
Critical altitude low blower
656 km/h at 3169 m
661 km/h at 701 m
679 km/h at 2255 m
Critical altitude high blower
685 km/h at 7284 m
693 km/h at 6278 m
714 km/h at 6278 m
Aircraft Specification
Gross weight 4390 kg, P-51B-15
(V-1650-7)
Climb rate
1701 mm Hg, 3000 RPM
1905 Hg, 3000 RPM
Maximum at low blower
1194 meter/minute at 1707 m
1335 meter/minute 701 m
Maximum at high blower
966 meter/minute at 5852 m
1128 meter/minute at 4755 m
Aircraft Specification
Gross weight 4390 kg, P-51B-15
(Performance Tests on P-38J, P-47D and P-51B Airplanes Tested with 44-1 Fuel.)
P-51 Variants through P-51D
North American
USAAF
RAF
Engine
Armament
No. Built
Additional Notes. First delivery
NA-73X
–
–
Allison
–
1
Prototype. October 1940
NA-73, -83
XP-51
Mustang Mk I
Allison
2x .50 cal MG, 4x .30 cal MG
622
RAF, export. August 1941
NA-91
P-51
Mustang Mk Ia
Allison
4x 20mm cannons
150
‘Plain P-51’. July 1942
NA-97
A-36A
–
Allison
6x .50 cal MG, bombs
500
Dive Bomber. October 1942
NA-99
P-51A
Mustang Mk II
Allison
4x .50 cal MG
310
March 1943
NA-101
XP-51B
–
Packard
4x .50 cal MG
2 (converted)
P-51B prototype
NA-102, -104
P-51B
Mustang Mk III
Packard
4x .50 cal MG
1988
Inglewood production. Summer 1943
NA-101, -103
P-51C
Mustang Mk IIIB
Packard
4x .50 cal MG
1750
Dallas production. August 1943
NA-106 (through -124)
P-51D
Mustang Mk IV
Packard
6x .50 Cal MG
+8000
Bubble canopy. January 1944
(Dean 321)
P-51B & C Variants
P-51B & C Variants
Notes
Serial No.’s
P-51B-1-NA
Earliest production model, steel aileron diaphragms, two point aileron attachment.
43-12093 to 12492.
P-51B-5-NA
Three attachment points per aileron, non-magnetic diaphragm.
43-6313 to 6352, 43-6353 to 6752, 43-6753 to 7112.
P-51B-7-NA
B-1s and 5s which received a new fuselage fuel tank carried this designation. Aircraft often carried prior designation in practice. Converted aircraft.
–
P-51B-10-NA
Production model with fuselage tank.
43-7113 to 7202, 42-106429 to 106538, 42-106541 to 106738.
P-51B-15-NA
Engine changed to Packard V-1650-7 (previous models were converted to this engine via supercharger kits).
42-106739 to 106908, 42-106909 to 106978, 43-24752 to 106738.
P-51C-1-NT
Same as P-51B-5-NA.
42-102979 to 103328
P-51C-2-NT
C-1s which received a new fuselage fuel tank carried this designation. Aircraft often used prior designation in practice. Converted aircraft.
–
P-51C-5-NT
Same as P-51B-15-NA.
42-103329 to 103378, 42-103379 to 103778.
P-51-C-10-NT
Production model with stabilizing fin extension.
42-10818 to 103978, 43-24902 to 25251, 44-10753 to 10782, 44-10818 to 10852, 44-10859 to 11036, 44-11123 to 11152.
P-51C-11-NT
Production model.
44-10783 to 10817, 44-10853 to 10858,44-11037 to 11122.
O’Leary, Micheal. Building the P-51 Mustang the Story of Manufacturing North American’s Legendary WWII Fighter in Original Photos. Specialty Pr Pub & Wholesalers, 2011.
Dean, Francis H. America’s Hundred Thousand: the US Production Fighter Aircraft of World War II. Schiffer Publ., 1997.
Douglas, Calum E. Secret Horsepower Race: Second World War Fighter Aircraft Engine Development on the Western Front. TEMPEST, 2020.
Ethell, Jeffrey L. Mustang: A Documentary History of the P-51. London: Jane’s, 1981.
Haulman, Daniel L. Nine Myths about the Tuskegee Airmen. October 21, 2011.
Marshall, James William; Ford, Lowell. P-51B Mustang: The Bastard Stepchild that saved the Eighth air force. Bloomsbury Publishing Plc. 2020. (Electronic)
Moye, J. Todd. Freedom Flyers: The Tuskegee Airmen of World War II. New York, NY: Oxford University Press, 2012.
Overy, Richard James. The Bombing War: Europe 1939-1945. London: Penguin Books, 2014.
Romania (1934) Training and Reconnaissance Aircraft – None Built
The establishment of I.A.R. (Industria Aeronautică Română) at Brașov in 1925 was a huge step forward for Romanian industry, and more importantly, the A.R.R. (Aeronautica Regală Română) Romania’s Royal Air Force. However, with the turn of the decade and rapid development of military aircraft around the world, Romanian aircraft factories, which also included S.E.T. (Societatea pentru Exploatări Tehnice) and the new I.C.A.R. (Întreprinderea de Construcții Aeronautice Românești), were lagging behind in terms of equipment and production facilities. This led to a variety of issues which pushed IAR into bankruptcy. The IAR H.S.300 was IAR’s last attempt at creating an aircraft for the ARR before drastic changes were made, both in terms of the plant’s management and the air force’s requirements and needs.
Development
With the deteriorating stability in 1930s Europe, Romania’s M.A.N. (Ministerul Apărării Naționale, Eng: Ministry of Defense) decided that all of its future aircraft had to be of all-metal construction. This caused a lot of issues with the national aircraft manufacturers, which simply did not have the equipment and facilities to produce all-metal aircraft. Similar issues plagued all Romanian industries even during the Second World War.
Between 1930 and 1933, IAR developed several competent fighter aircraft designs, but none were accepted into service due to their construction, which was part metal, part wood. This would force IAR into bankruptcy. Only a small order of 20 IAR-14 fighters was placed in early 1933, under clandestine conditions, directly from the Romanian high command to the factory.
Things changed, however, in 1934, when the leadership at IAR requested an investigation from the Romanian Senate. They accused the MAN of not respecting the previously signed contract, ordering 100 aircraft and 150 engines per year, and buying foreign aircraft instead. In a meeting, a MAN representative responded to the allegations with the following:
“The majority of countries on the world stage have, starting from 1930, begun to equip their own air forces with planes built entirely out of metal, offering much better performance. This also being the policy of the Ministry of Equipment of the Romanian Air Force, taking into consideration the international situation, which is deteriorating swiftly, as long as the IAR factory will continue to only build aircraft from wood or mixed wood-metal, we are not interested, and will continue to rely on imports!”
During the same period, IAR developed a handful of new aircraft, one of them being a reconnaissance, observation, and training monoplane which was proposed directly to the S.S.A. (Subsecretariatul de Stat al Aerului). The blueprints and design specifications of the aircraft were discovered by Giorge Ciocoș at the Pitești archives.
The plane was directly based on the IAR-22 trainer according to the factory documents, but a close analysis shows that it borrows details from several IAR aircraft, such as the empennage, which is borrowed from the IAR-23. Several other dimensions are the same as the IAR-23, such as the tailplane. It is entirely possible that the IAR-23, which was developed in March of 1934, served as a basis or inspiration for the IAR-H.S.300, as it was developed only 4 months later, in July 1934. Curiously, the documents continue to claim that the project was based on the IAR-22, stating that the wings are from the IAR-22, while a simple comparison of drawings or photos clearly shows that they are from the IAR-23. Additionally, the wings are identical to the IAR-21, which had undergone static testing in August of 1932.
Design & Construction
In the IAR documents, the aircraft is never officially given a name, instead titled as “IAR plane for training of reconnaissance and observation equipped with Hispano Suiza 300 hp engine.” Hence, it was given the unofficial moniker IAR-H.S. 300, referencing the engine. There are 7 documents detailing the layout and construction of the aircraft, with an additional 5 schemes and drawings showing the dimensions and design.
The IAR-H.S.300 was a rather small monoplane, with a wingspan of 12 meters, and a total length of 8.45 meters. Empty, the plane would weigh 989 kg, and 1,420 kg fully equipped with radio and other onboard equipment.
The wing would be made entirely out of spruce, consisting of the central frame, with a length of 3 meters, and the wings themselves, at 4.5 meters each. The wings would be built upon two wooden spars, and the wing shape made from plywood. The longerons were attached to the rest of the aircraft frame via duralumin 90 degree braces. The leading edge and central portion were wrapped with plywood, while the trailing edge and flaps were covered with cloth. The horizontal stabilizers were also of wooden construction and wrapped with cloth.
In terms of the frame, it was made out of 4 spruce longerons, attached to each other via diagonal wooden supports. The attaching points were out of duralumin, and fastened with rivets. The fuselage that wrapped around the body was made out of sheet metal in the front and around the engine, plywood around the center and cloth on the tail. The elevator had a duralumin frame, but was covered with cloth, while the vertical stabilizer was made entirely out of duralumin construction and wrapped with cloth.
The landing gear was conventional, consisting of two wheels with brakes and shock absorbers. It was fixed and reinforced with a diagonal truss. Total weight of the landing gear would be 65 kg.
As for fuel reserves, the aircraft would’ve had two fuel tanks, one in each wing, with a capacity of 115 liters each (230 total) but there was the possibility to increase it up to 500 liters total. The oil tank had a capacity of 18 liters.
As mentioned previously, the engine was a Hispano Suiza 8Fb, a 18,5 L V-8. It had between 312 to 320 horsepower at normal power, and a maximum of 337. Typical revolutions per minute were 1,800 rpm and max was 2,100 rpm. Total weight was 275 kg. First variants were developed in 1914 and would be one of the most used engines by the Entente Powers during the First World War, which Romania was a part of, but later variants remained widely used throughout the 1920s and 30s. This powerplant would theoretically allow the IAR to reach a top speed of 238 km/h at 2,000 meters. Max ground speed was 245 km/h. Landing speed was to be 92 km/h. Range was 750 km with the 230 liter configuration. Time to altitude of 3000 meters was 8 min and 30 seconds.
Crew and Equipment
As a typical observation and training aircraft, there were two seats in the plane, both equipped with steering controls. The pilot is seated directly above the wings, in an open cockpit. He sat low in the plane’s body, with only his head protruding, protected by a small windshield.
The second aviator sat right behind the wings, higher up than the pilot for better visibility. He sat in a rotating turret that had a machine gun equipped, what type is unspecified. Below him were three drums, with 100 rounds each (300 total). A standard A.T.R. 4 radio was also available. The photo camera was positioned behind the turret, but could be operated from within the turret. Although the turret allowed for enough space to maneuver comfortably, the crewmans parachute was placed in a shelf behind him, for more efficient mobility.
Faith
Ultimately, the S.S.A. rejected the IAR-H.S.300. While the Air Force did need new observation and training aircraft, its method of construction and materials used were not accepted by the MAN and MAM (Ministerul Aerului și Marinei). Despite this, the plane seemed to be adequate for its role and time, with modern radio and photography devices, a turret and a respectable engine. Had IAR been able to produce a prototype and offer improvements, such as a fully enclosed cockpit, it would have been a competitive aircraft in its role. Unfortunately, IAR was bankrupt and unable to promote its designs.
The salvation of IAR came in 1936, when Poland became the only supplier to grant Romania production licenses. M.A.N. purchased licenses for the production of the Polish PZL-11 and PZL-24 aircraft, which had full metal fuselages, and were decent aircraft for their time. This required vast investments into the IAR factory, for the tooling and production facilities, and also the personnel and design bureau.
However in 1938, with war knocking at Europe’s door, the M.A.N. equipped the Romanian Air Force with whatever the factories could produce, such as the IAR-37, IAR-38, and IAR-39, which likely wouldn’t have been produced if the IAR-H.S.300 had been pushed into service and upgraded, as they were also reconnaissance and light bomber aircraft. These aircraft did not prove to be a significant upgrade, and were also built out of a combination of metal and wood, but circumstances forced M.A.N. to buy them regardless.
Conclusion
The IAR-H.S.300 was a small reconnaissance and training aircraft developed as a last ditch attempt by IAR for the Romanian Air Force. However due to its construction consisting of part metal, part wood combined with the Romanian Ministry of Defence’s reluctance to accept such planes, the project died quickly. In the end, the Romanian Air Force was forced to purchase mixed construction wood-metal planes from IAR, due to the mounting hostilities of late 30s Europe.
Acronyms and Translations
I.A.R. (Industria Aeronautică Română) Eng: Romanian Aeronautic Industry
A.R.R. (Aeronautica Regală Română) Eng: Royal Romanian air force
S.E.T. (Societatea pentru Exploatări Tehnice) Eng: Technical Exploitation Society
I.C.A.R. (Întreprinderea de Construcții Aeronautice Românești) Eng: Romanian Aeronautics Construction Company
M.A.N. (Ministerul Apărării Naționale, Eng: Ministry of Defence
S.S.A. (Subsecretariatul de Stat al Aerului) Eng: State Subsecretary of Air
MAM (Ministerul Aerului și Marinei) Eng: Ministry of Air and Navy
IAR H.S. 300 Specifications
Wingspans
12 m / 39 ft 4 in
Length
8.45 m / 27 ft 9 in
Wing Area
21.9 m² / 71.9 ft²
Engine
Hispano Suiza 8Fb V-8, 312 hp
Empty Weight
989 kg / 2,180 lb
Maximum Takeoff Weight
1,429 kg / 3,150 lb
Fuel Capacity
230 liters / 60.75 gal
Maximum Speed
238 kph / 147 mph
Time to Altitude
3,000 meters / 9,840 feet – 8 min 30 sec
4,000 meters / 13,120 feet – 13 min 0 sec
5,000 meters / 16,400 feet – 19 min 10 sec
Range
750 km / 466 miles
Crew
1 Pilot & 1 Radio Operator/Photographer
Armament
Single Machine Gun (Unspecified) 3x 100 Round Drum Magazines
Gallery
Credits
Written by Pavel Alexe
Edited by Henry H., Ed Jackson, & Stan Lucian
Illustration by Godzilla
Special thanks to Dan Antoniu and Eng. L. C. Tascau
Poland (1939) Transport and Ambulance Aircraft – 7 Built
Following a request for a new passenger transport aircraft, the Plage and T. Laśkiewicz aircraft manufacturer developed the Lublin R-XVI. While it was not accepted for production, it would be built in a small series as a successful ambulance aircraft and used up to the Second World War by the Poles.
History
During early 1929, the Polish P.L.L airline, with the assistance of the Ministry of Transport, opened a contest for a new four-passenger transport plane. This aircraft was to be powered by a 220 hp Wright/Škoda radial engine. This contest was heavily influenced by the Polish Department of Aeronautics, which favored domestic manufactures. Aircraft manufacturer Plage and T. Laśkiewicz from Lublin (hence, all their products were named after that city) responded with the R-XI. Ultimately, this contest ended in failure, as none of the proposed aircraft proved satisfactory.
New specifications for a second contest were issued by the end of 1930. This time, Plage and T. Laśkiewicz presented a new model, the Lublin R-XVI design by Jerzy Rudlicki. While being based on the previous R-XI, there were a number of changes, like separating the cockpit from the crew compartment and changing the wing design. The novelty this aircraft introduced was the use of chrome-molybdenum tubes for the structure, a first in Poland, which reduced the weight.
When the prototype was completed, it was flight tested by Wladyslaw Szulczewski in February 1932. In the following months, the R-XVI was tested with different payloads. During these flights, the maximum speed achieved was around 194 km/h (120 mph). During 1932, the R-XVI was used mostly for postal service by the P.L.L. While the R-XVI proved to be satisfactory, its competitor, P.W.S., was chosen instead as the winner of this competition.
A New Role
Although they lost the competition, Plage and T. Laśkiewicz were instead contacted by the Medical Aviation Research Centre in cooperation with the Polish Red Cross. They were interested in the R-XVI plane and asked for certain modifications. These included adding space for two stretchers and a doctor, along with storage for additional medical equipment. This implementation was approved by the Ministry of Transport and the prototype was to be modified for this role. The aircraft was then renamed to R-XVIB, with the SP-AKP registration. Beside the changes to the interior passenger compartment, the fuselage was strengthened. These modifications were completed by the spring of 1933, when the aircraft was flight tested again.
At the International Congress of Military Medicine in Madrid
This aircraft was presented to the VIIth International Congress of Military Medicine and the IInd International Congress of Medical Aviation, which was held in Madrid in 1933. Its crew consisted of the pilot, Zygmunt Janicki, mechanic Leon Zamiara and doctor Maj Kazimierz Michalik. The R-XVIB had the honor of being the first medical aircraft in the history of these Congresses to actually directly arrive by air. It also proved to be the best medical aircraft design present. The R-XVIB even won the first prize, the Raphael Cup, by beating the Spanish Trimotor and French Potez 29. When the Polish crews returned, they managed to fly the distance of 5,730 km (3,560 miles) without any problems.
Production Orders
Following the R-XVIB’s success in Spain, Plage and T. Laśkiewicz received production orders for one more prototype and five operational planes. The new prototype was completed during 1934. It was slightly different in comparison to the first aircraft. The most obvious change was the redesigned fuselage, improving the pilot’s visibility and using new types of landing wheels fitted with brakes and shock-absorbers. All aircraft were completed and put into service by the end of 1934.
Technical Specifications
The R-XVI was designed as a high-wing, single-engine, mixed construction transport/ambulance aircraft. The fuselage was built using chrome-molybdenum metal tubes and then covered with fabric. The one-piece wings were built using two spars which were covered by plywood. The wings were connected to the upper part of the fuselage by four bolts. The tail construction was the same as the fuselage, with a combination of steel tubes and fabric.
The R-XVI was powered by a 220 hp Škoda J-5, a nine-cylinder air-cooled radial engine, built under license after the J-5Wright Whirlwind engine. It was fitted with a two-blade fixed wooden propeller. The fuel load was stored in an aluminum tank (257 liters) which was placed in the upper part of the fuselage between the the wings.
The cockpit was placed at the front of the fuselage. To enter this position, the pilot was provided with a door. The crew compartment had room for four seats and one additional optional seat for a mechanic, if needed during the flight. There was a huge door for the passengers on the starboard side, with an additional smaller door for the luggage compartment on the port side. In the case of the later ambulance version, the crew compartment was redesigned to include two stretchers, placed one above the other. It was also equipped with shock-absorbing mounts for a more convenient flight for the patients. To bring the patients inside the plane, a large door was placed on the starboard side. On the opposite side, there was a door for the medical attendant. The interior of the medical version was provided with a first aid kit, washstand with running water, and lights.
The fixed landing gear consisted of two wheels. These were provided with vertical shock absorbers and brakes. If needed, there was an option to replace the landing wheels with skis. The original prototype had a small tail wheel, which was replaced on the later production model with a tail skid.
In Service
While not a combat aircraft, all R-XVIs were still operational by the time of the German invasion (1st September 1939) of Poland. By the time of the war, they were primarily used for wounded evacuation. While their final fate is unknown, they probably fell victim to the German air force.
Production and Modifications
The R-XVI was built in limited numbers for the Polish Red Cross. Besides the two prototypes, 5 additional aircraft were built.
R-XVI – Original proposed passenger aircraft prototype, later served as the base for ambulance version.
R-XVIB – Modified ambulance version, 6 aircraft were built (including a prototype).
Conclusion
While not accepted in its original role, the R-XVI would still see service as a medical aircraft used by the Polish Red Cross. In this role, they proved to be satisfactory and a small series of 5 aircraft was built. Their final fate sadly is not known and none survived the war.
Lublin R-XVIB Specifications
Wingspans
49 ft / 14.9 m
Length
33 ft 1 in / 10 m
Height
8 ft 7 in / 2.96 m
Wing Area
328 ft² / 30.5 m²
Engine
One 220 hp Wright Whirlwind (Škoda) J-5 nine-cylinder radial engine
Empty Weight
2,535 lbs / 1,150 kg
Maximum Takeoff Weight
3,590 lbs / 1,630 kg
Fuel Capacity
257 liters
Climb Rate to 1 km
In 6 minutes 30 seconds
Maximum Speed
118 mph / 190 km/h
Cruising speed
104 mph / 168 km/h
Range
479 miles / 800 km
Maximum Service Ceiling
14,635 ft / 4,600 m
Crew
Pilot and Medical Crew
Armament
None
Gallery
Illustrations by Carpaticus
Credits
Written by Marko P.
Edited by by Stan L. & Henry H.
Illustrations by Carpaticus
Sources
C. Chant. (2007) Pocket Guide aircraft of the WWII – 300 of the world’s greatest aircrafts, Grange books.
J. B. Cynk (1971) Polish Aircraft 1893-1939, Putham and Company
B. Belcarz and R. Peezkowski (2001) White Eagles: The Aircraft, Men and Operations of the Polish Air Force 1918-1939, Hikoki Publications
J. Koniarek Polish Air Force 1939-1945, Signal Publication.
German Empire (1917)
Heavy Bomber Prototype- 4 Built
The Linke-Hofmann R.I was an experimental heavy bomber developed by the German Empire in 1917. The R.I would be unique, as one of the first prototypes to be constructed mostly out of a translucent material known as cellon, with the idea that it aircraft would be harder to spot. Unfortunately for the designers, cellon is highly reflective and ended up making the craft a much more noticeable target. After the failure with cellon, more work continued on the prototypes, now of normal fabric skinned construction. Due to poor performance caused by several design choices, the type was not mass produced and was subsequently cancelled.
History
During times of war, it is not too uncommon for companies, factories and other industrial firms to be drawn into the war effort and end up producing materials that are as far away from their specialty as possible. Sometimes, this can end in a surprise success or a total blunder. This was no exception in the first World War for the German Empire. The concept of the military airplane had seen its first successes early in the war,and the need for aircraft was on the rise, but a major problem came in the fact that there were few dedicated airplane companies in Germany at the time. Thus, the Empire would call upon many of its industrial manufacturers to begin designing and producing aircraft, even if they were not familiar with working in that field. Linke-Hofmannn would be one such company.
Linke-Hofmann, sometimes misspelled Linke-Hoffman, was founded in 1912 and was a manufacturer of railroad components, mainly locomotives and rolling stock. In early 1916, the company would enter the field of aviation by using their factories for aircraft repairs and for license built construction of aircraft. Some aircraft types they built under license were the Roland C.IIa, Albatros C.III, Albatros C.X and the Albatros B.IIa. At the same time, Linke-Hofmann was also awarded a contract to produce their own aircraft. The first of their home built aircraft would be an R-Plane type or Riesenflugzeug (giant aircraft), which was the designation given to the largest multi-engine bomber aircraft of the Empire. Linke-Hofmann’s R.I design would be a strange looking machine. Its fuselage was short and tear-drop shaped to streamline the design . Each pair of wings would be mounted extremely high and low on the fuselage in an attempt to increase lift. Four internal engines would be connected to four propellers, two in pusher configuration and two in puller configuration. Most interestingly, a majority of the tail of the aircraft would be made out of a material called Cellon. Cellon (Cellulose Acetate) is a translucent, plant-based material similar to film that was tested on several German aircraft in WWI, swapping out the normal fabric. The idea behind having the airframe covered in such material was that it was thought to make the aircraft harder to see. In addition to the Cellon, the R.I also had a very large cockpit with a number of windows to give much better visibility. Many of these design choices were made as it was thought they would make the design perform better in the long run, but they would ultimately lead to its downfall.
Work began on the first R.I in the later months of 1916 under Chief Engineer Paul Stumpf, who previously worked for the AEG aircraft works. The first R.I was completed in early January of 1917 and was named the R.I 8/15. Testing of the aircraft began, but its first flight was delayed due to the unconventional steel tires coming apart during taxiing attempts. Improved versions of the tires were built that were much more stable than the first. Shortly after, the R.I 8/15 would fly for the first time from the Hundsfeld Airfield near Breslau, but the exact date is unknown. Early test flights showed the design was flawed and as time went on, performance began to suffer, although the exact reason was not known. Noticeably, the wings seemed to be the root cause of the lag in performance. The aircraft’s controls would occasionally become heavy and unresponsive, resulting in a partial loss of control. To amend this to some degree, several additional struts were added to the main wings, but this would not save the aircraft from disaster. On May 10th 1917, during its 6th test flight, two of the wings on the R.I 8/15 would collapse mid-flight and the aircraft would slam into the ground at full speed. Remarkably, all of the crew of the aircraft would survive, but the airframe itself would be destroyed in a blaze of fire caused by the crash. Unfortunately, 1-2 ground crew would die from the flames while trying to put them out.
The destruction of the 8/15 would force Linke-Hofmann to look into designing an improved model. At this time, many of the design choices Linke-Hofmann made with the aircraft would show how ineffective and even detrimental they were. The wings themselves were the root cause of the crash, as they were not stable nor very well supported. The Cellon material, which was thought to make the aircraft invisible, actually ended up doing the exact opposite, as the material was highly reflective, especially while the aircraft was airborne. Cellon itself also was not the most stable material to make most of the tail section of the aircraft out of, as the material itself could easily bend and warp during rough weather. Even when the material worked as needed, it aged to a yellow color that would remove the translucency. Even before the aircraft took flight, Linke-Hofmann would be criticized for making an aircraft mostly out of the little tested material. In order to amend these issues, the Idflieg ,,the Imperial organization that handled aircraft development, ordered several improved models to continue the development of the type, as the 8/15 had crashed before most of the evaluation had completed. Linke-Hofmann would then begin construction on the improved models, serial numbers 40/16 through 42/16. These improved variants on the R.I attempted to fix many of the issues that plagued the 8/15. The wing structure was redesigned to be significantly more stable, with additional struts forming an overall better design. Most of the Cellon in the aircraft had been replaced with standard fabric, with only a few small patches of the tail containing it, likely to serve as observation windows. The landing gear was also heavily improved, something the Linke-Hofmann Engineers were quite proud of. Lastly, the new airframe was also built to accommodate three positions for machine gunners. These small improvements mended these few issues, but the aircraft’s design was still riddled with flaws.
Details regarding the history of the improved variants are, unfortunately, not well known. It is unknown exactly when the R.I 40/16 first flew or when it was even built, but the handling of the aircraft had been significantly improved upon over the 8/15. Maneuverability was especially stated to be superb compared to the older model, but its general performance was still considered to be unsatisfactory. Landing the aircraft was stated to be terrible due to the high location of the pilot and the slow landing speed.
During one landing attempt while testing the 40/16, the test pilot misjudged how close he was from the landing strip due to the height of the aircraft and damaged the landing gear. Due to the teardrop shape of the aircraft, the entire thing went nose down into the ground, crushing the entire cockpit section. It is unknown if anyone was killed or injured during the crash, but no attempt was made to repair the aircraft afterwards and it was likely scrapped. Details on the 41/16 and 42/16 are even more lacking. Some sources claim they were never completed, while other sources state they were complete and ready for inspection before the program concluded. 41/16, in particular, has virtually no information or photos of the aircraft, but two photos exist of a finished 42/16 sitting outside the Linke-Hofmann factory in Breslau.
Design
The Linke-Hofmann R.I was a four engined R-Type aircraft with a large teardrop-shaped fuselage covered in fabric. The fuselage was designed in such a “whale” configuration to contain its engines and reduce drag, but this was only ever tested on smaller aircraft and likely detrimentally affected the R.I. The front of the aircraft was divided into three different floors. The first floor contained the pilot’s position and the wireless station for communication. This floor had extensive glasswork to provide a good view around the front of the aircraft. The large amount of glass used in the cockpit only helped during clear weather as, during rain or if illuminated by a searchlight, it would cause visibility to suffer from light reflection and condensation.
The second floor contained the four Mercedes D.IVa engines. The third and lowest level contained the bombardier’s station and four internal fuel tanks. The tail of the R.I differed between the two variants. On the earlier 8/15, the tail was composed mostly of Cellon, while on the later 40/16, it was covered in fabric. The tail of the aircraft had a biplane horizontal stabilizer and three vertical fins for vertical stabilizers. The two additional fins vertically and the upper wing of the horizontal stabilizers were used as control surfaces on top of the conventional placement of said control surfaces. The wings of the aircraft were placed high and low on the aircraft, with the fuselage height directly separating each wing. Only the upper wings had ailerons fitted. The wings on the 8/15 were actually the lightest of any R-Plane built, which was a likely factor in its crash. The 40/16 had improved and more stabilized wings compared to its predecessor. The aircraft originally was planned to have four propellers, two in tractor and two in puller configuration but this design aspect doesn’t appear to have ever left the drawing board. Instead, only two were used in tractor layout. The engines powered the propellers in a very unique way. Each side of the aircraft had one propeller, which was connected to a pair of engines via outrigger frames and powered through a drive shaft connected to a bevel gear. Each pair of engines powered one side. This was done so that, in the event one of the engines was disabled through either malfunction or combat, the propellers would still have power going to them. A disabled propeller would begin windmilling, or rotating without power, and cause significant drag. On larger aircraft, this would seriously alter performance and cause the aircraft to lose speed and airflow due to drag. This complex system was put into place to prevent this from happening.
No armament was carried aboard the R.I, but several proposals were made. Three machine-guns of unknown type and caliber were to be located at three positions around the aircraft. Two were located on the tallest point of the body, with one facing forward and one facing backward to cover all angles. The third gun position was located in the middle of the aircraft, with two open windows on each side to provide maximum firing range to each side. Given it was an R-Plane, the R.I would have used bombs had it entered mass production, but it’s loadout was never addressed, since the type was considered a failure.
Conclusion
With the destruction of two aircraft and the type severely underperforming to expectations, the Idflieg lost their faith in Linke-Hofmann’s R.I program and it was promptly cancelled before January 1918. The 41/16 and 42/16 were most likely scrapped before the end of the war. The type was riddled with flaws from the beginning due to the strange decisions made by Linke-Hofmann in designing their first aircraft. Despite their failure at the start of their aircraft manufacturing career, Linke-Hofmann would use the experience learned from the R.I to create an improved and much more traditional looking R-Plane aircraft, the R.II.
Variants
Linke Hofmann R.I 8/15 – First version of the R.I. This version’s tail and rear fuselage were constructed of the transparent material Cellon.
Linke Hofmann R.I 40/16 – Improved version of the R.I 8/15. This type had many slight modifications, such as a better wing structure, a more stable landing gear, and was no longer constructed of Cellon. 3 of this type were built.
Operators
German Empire – The Linke-Hofmann R.I was an R-type aircraft meant to be used in the heavy bomber role for the German Empire. However, due to poor performance, the type was never mass produced or sent into service.
Empire of Japan (1945) Kamikaze Aircraft – 105 Built
Throughout 1945, it was becoming clear to Japanese Army Officials that an Allied invasion of the Japanese mainland was growing ever more likely. Seeing as their navy and airforce had been mostly destroyed, they needed new weapons to fight off a probable Allied attack on Japan. Among these new weapons were Kamikaze aircraft, with many older designs having already been used in this role. However, some Kamikaze aircraft were to be specially designed for such a role, being cheap and able to be built quickly and in great numbers. One such aircraft was the Ki-115 Tsurugi (Sabre) which was built in small numbers, and never used operationally.
History
Following the extensive loss of men, materiel, and territory during the fighting in the Pacific, the Japanese Army and Navy were in a precarious situation, especially as there was a great possibility of an Allied invasion of their homeland. Unfortunately for them, the Japanese fighting forces on the ground, in the air, and on the sea were mostly mere shadows of their former selves, unable to prevent the rapid Allied advance across the Pacific. This was especially noticeable after the costly Japanese naval defeat during the Battle of Leyte Gulf in October 1944 and later Battle of Okinawa which ended in July 1945.. The desperation, or better said fanatical refusal to accept that the war was lost, led to the development and use of Kamikaze (divine wind) tactics. This name was taken from Japanese history, the term arose from the two typhoons that completely destroyed the Mongol invasion fleets.
Essentially, the Kamikaze were Japanese pilots that used their own explosive-laden aircraft as weapons, and sought to crash into important targets, such as Allied warships. This term also entered widespread use to designate all Japanese suicide craft used in this way. During the war, these tactics managed to sink over 30 Allied ships and damage many more.
The suicide attacks were mostly carried out using any existing aircraft that was operational, including older trainers and obsolete aircraft. Kamikaze are a subject with a great deal of nuance and can be difficult to understand through a conventional lens. However, supplies of these aircraft would inevitably become limited and their previous usage meant fewer would be serviceable compared to newer, more expensive models. Thus, the Japanese Army wanted a specially designed Kamikaze aircraft that could be produced in great numbers. These aircraft needed to have a simple construction and use as little of dwindling material stockpiles as possible.
On 20th January 1945, the Japanese Army contacted the Nakajima aircraft manufacturer with instructions to design and build such an aircraft. The basic requirements included a bomb load up to 800 kg (1,760 lbs). It had to be able to be powered by any available radial engine in the range of 800 hp to 1,300 hp. The maximum speed desired was 515 km/h (320 mph). Construction and design had to be as simple as possible. They also wished to speed up the whole development and production process and also to reduce the need for skilled labor. It was especially emphasized that the undercarriage had to be jettisonable, not retractable. It was not expected for the aircraft to fly back, so a retractable landing gear was not needed and this would make the production and design process somewhat quicker.
First Prototype
The job of designing this aircraft was given to Engineer Aori Kunihiro. He was supported by engineers from Ota Manufacturing and the Mitaka Research Institute. While Nakajima received the contract in January 1945, it only took two months to complete the first prototype. In March 1945, this prototype was presented to the Japanese Army and then put through a series of tests. Almost immediately, a series of faults with the design were noted. This was not surprising given that the whole design process lasted only two months. During running on the ground, the fixed and crude undercarriage was difficult to control. The pilot’s poor frontal visibility further complicated matters. This was unacceptable even for skilled pilots, while less experienced pilots would have had great difficulty in successfully operating it on the ground. The Army rejected the prototype and requested a number of modifications to be done.
Technical Specifications
The Ki-115 was designed as a low-wing mixed construction suicide attack aicraft. The front fuselage, containing the engine compartment, and the central part were built using steel panels. The engine compartment was held in place by four bolts and was specially designed to house several different potential engines. Eventually, the Japanese chose the 1,130 hp Nakijama Ha-35 14 cylinder radial piston engine. It had a fixed-pitch three blade propeller. In order to help reach its target quicker, two small auxiliary rocket engines were placed under each wing.
The wings were built using all-metal construction with stressed skin. The rear tail unit was built using wood and was covered by fabric. The cockpit was placed in the upper centre of the fuselage. It was semi-open, with a front windshield.
As requested, the Ki-115 prototype had a fixed and jettisonable undercarriage. It had a very simple design, using simple metal tubes with no shock absorbers. While two wheels were used in the front, a tailskid was used at the rear. The fixed undercarriage tested on the prototype proved to be highly ineffective. All later produced aircraft were instead equipped with a simple and easy to build shock absorber.
The armament consisted of a bomb load of up to 800 kg (1,760 lbs). This included using either a single 250 kg (550 lb), 500 kg (1.100 lb) or 800 kg (1.760) bomb. The bomb was not to be dropped on the enemy, but instead be detonated once the aircraft hit its target. Beside the bomb, no other armament was to be provided on the Ki-115.
The Fate of the Project
Once the prototype was back in Mitaka Kenkyujo (where the prototype was built), the engineers began working on improving its performance. The redesigned undercarriage, which incorporated a simple shock absorber, was completed by June 1945, by which time a series of test flights were done. By August 1945, some 104 Ki-115 aircraft were ready. Two Ki-115s were given to Hikoki K.K., where the Japanese Navy Air Force was developing its own suicide attack aircraft. By the war’s end, none of the Ki-115s built would be used in combat.
Surviving Aircraft
The Ki-115 planes were later captured by the Allies, and nearly all were scrapped. Surprisingly, two Ki-115s have survived to this day. One can be seen at the Pima Air & Space Museum. This aircraft is actually on loan from the National Air and Space Museum. The second aircraft is currently located in Japan. Not wanting to potentially damaged tis aircrafts on the side of caution no restoration attempts are planned for the near future.
The Ki-115b Proposal
In order to further improve the aircraft’s performance and reduce cost, the Ki-115b version was proposed. This included replacing the all-metal wings with ones built of wood. These new wings were larger and had to be equipped with flaps. To provide the pilot with a better view, his cockpit was moved to the front. Due to the end of the war, nothing came from this proposal.
Production and Modifications
The Ki-125 was built in small numbers only, with some 104 production planes plus the prototype. These were built by the two Nakajima production centres at Iwate (22 aircraft) and Ota (82 aircrafts). The production lasted from March to August 1945.
Ki-115 prototype – Tested during early 1945.
Ki-115 – In total, 104 aircraft were built, but none were used operationally.
Ki-115b – Proposed version with larger wooden wings, none built.
Conclusion
Luckily for the Japanese pilots, the Ki-115 was never used operationally. It was a simple and crude design which was born out of desperation. If the Ki-115 was ever used in combat, it would have likely presented an easy target for enemy fighters and suffered from poor reliability due to its cheap construction.
Ki-115 Specifications
Wingspan
28 ft 2 in / 8.6 m
Length
28 ft 1 in / 8.5 m
Height
10 ft 10 in / 3.3 m
Wing Area
133.5 ft² / 12.4 m²
Engine
One 1,130 hp Nakijama Ha-35 14 cylinder radial piston engine