
An observation balloon is a type of
balloon
A balloon is a flexible membrane bag that can be inflated with a gas, such as helium, hydrogen, nitrous oxide, oxygen, or air. For special purposes, balloons can be filled with smoke, liquid water, granular media (e.g. sand, flour or rice), ...
that is employed as an aerial platform for gathering
intelligence
Intelligence has been defined in many ways: the capacity for abstraction, logic, understanding, self-awareness, learning, emotional knowledge, reasoning, planning, creativity, critical thinking, and problem-solving. It can be described as t ...
and
spotting artillery. The use of observation balloons began during the
French Revolutionary Wars
The French Revolutionary Wars () were a series of sweeping military conflicts resulting from the French Revolution that lasted from 1792 until 1802. They pitted French First Republic, France against Kingdom of Great Britain, Great Britain, Habsb ...
, reaching their zenith during
World War I
World War I or the First World War (28 July 1914 – 11 November 1918), also known as the Great War, was a World war, global conflict between two coalitions: the Allies of World War I, Allies (or Entente) and the Central Powers. Fighting to ...
, and they continue in limited use today. Synonyms include espionage balloon, reconnaissance balloon, spy balloon, and surveillance balloon.
Historically, observation balloons were filled with
hydrogen
Hydrogen is a chemical element; it has chemical symbol, symbol H and atomic number 1. It is the lightest and abundance of the chemical elements, most abundant chemical element in the universe, constituting about 75% of all baryon, normal matter ...
. The balloons were
fabric
Textile is an umbrella term that includes various fiber-based materials, including fibers, yarns, filaments, threads, and different types of fabric. At first, the word "textiles" only referred to woven fabrics. However, weaving is no ...
envelopes filled with hydrogen
gas, the
flammable
A combustible material is a material that can burn (i.e., sustain a flame) in air under certain conditions. A material is flammable if it ignites easily at ambient temperatures. In other words, a combustible material ignites with some effort ...
nature of which led to the destruction of hundreds of balloons. Observers manning these observation balloons frequently had to use a
parachute
A parachute is a device designed to slow an object's descent through an atmosphere by creating Drag (physics), drag or aerodynamic Lift (force), lift. It is primarily used to safely support people exiting aircraft at height, but also serves va ...
to evacuate their balloon when it came under attack. Shortly after
World War I
World War I or the First World War (28 July 1914 – 11 November 1918), also known as the Great War, was a World war, global conflict between two coalitions: the Allies of World War I, Allies (or Entente) and the Central Powers. Fighting to ...
, observation balloons were often filled with non-flammable
helium
Helium (from ) is a chemical element; it has chemical symbol, symbol He and atomic number 2. It is a colorless, odorless, non-toxic, inert gas, inert, monatomic gas and the first in the noble gas group in the periodic table. Its boiling point is ...
to avoid the potentially explosive consequences of hydrogen.
Typically, balloons were tethered to a
steel cable attached to a
winch
A winch is a mechanical device that is used to pull in (wind up) or let out (wind out) or otherwise adjust the tension (physics), tension of a rope or wire rope (also called "cable" or "wire cable").
In its simplest form, it consists of a Bobb ...
that reeled the gas bag to its desired height (usually 1,000-1,500 metres) and retrieved it at the end of an observation session.
History
The first military use of observation balloons was by the
French Aerostatic Corps during the
French Revolutionary Wars
The French Revolutionary Wars () were a series of sweeping military conflicts resulting from the French Revolution that lasted from 1792 until 1802. They pitted French First Republic, France against Kingdom of Great Britain, Great Britain, Habsb ...
, the very first time during the
Battle of Fleurus (1794)
The Battle of Fleurus was fought on 26 June 1794 during the War of the First Coalition between the French Revolutionary Army under Jean-Baptiste Jourdan and an Habsburg monarchy, Austro-Dutch Republic, Dutch army commanded by Prince Josias of ...
. The oldest preserved observation balloon, ''
L'Intrépide'', is on display in a
Vienna
Vienna ( ; ; ) is the capital city, capital, List of largest cities in Austria, most populous city, and one of Federal states of Austria, nine federal states of Austria. It is Austria's primate city, with just over two million inhabitants. ...
museum. They were also used by both sides during the
American Civil War
The American Civil War (April 12, 1861May 26, 1865; also known by Names of the American Civil War, other names) was a civil war in the United States between the Union (American Civil War), Union ("the North") and the Confederate States of A ...
(1861–65) and continued in use during the
Franco-Prussian War
The Franco-Prussian War or Franco-German War, often referred to in France as the War of 1870, was a conflict between the Second French Empire and the North German Confederation led by the Kingdom of Prussia. Lasting from 19 July 1870 to 28 Janua ...
(1870–71).
Balloons were first deployed by the British Army's
Royal Engineers
The Corps of Royal Engineers, usually called the Royal Engineers (RE), and commonly known as the ''Sappers'', is the engineering arm of the British Army. It provides military engineering and other technical support to the British Armed Forces ...
during the expeditions to
Bechuanaland in 1884 and
Suakin in 1885. They were also deployed during the
Second Boer War
The Second Boer War (, , 11 October 189931 May 1902), also known as the Boer War, Transvaal War, Anglo–Boer War, or South African War, was a conflict fought between the British Empire and the two Boer republics (the South African Republic and ...
(1899–1902), where they were used in artillery observation at the
Battle of Magersfontein
The Battle of MagersfonteinSpelt incorrectly in various English texts as "Majersfontein", "Maaghersfontein" and "Maagersfontein". ( ) was fought on 11 December 1899, at Magersfontein, near Kimberley, Northern Cape, Kimberley, South Africa, on t ...
and during the
Siege of Ladysmith. In South America, a reconnaissance balloon was deployed by
Brazil
Brazil, officially the Federative Republic of Brazil, is the largest country in South America. It is the world's List of countries and dependencies by area, fifth-largest country by area and the List of countries and dependencies by population ...
in July 1867 during the
Paraguayan War
The Paraguayan War (, , ), also known as the War of the Triple Alliance (, , ), was a South American war that lasted from 1864 to 1870. It was fought between Paraguay and the Triple Alliance of Argentina, the Empire of Brazil, and Uruguay. It wa ...
.
World War I
World War I or the First World War (28 July 1914 – 11 November 1918), also known as the Great War, was a World war, global conflict between two coalitions: the Allies of World War I, Allies (or Entente) and the Central Powers. Fighting to ...
was the high point for the military use of observation balloons, which were extensively deployed by both sides. Artillery had developed to the point where it could engage targets beyond a ground-based observer's visual range. Positioning
artillery observers on balloons, generally a few miles behind the front lines and at altitude, allowed them to see targets at greater range than they could on the ground. This allowed the artillery to take advantage of its increased range.
Despite their experience in late 1800s Africa, the British were behind developments and were still using spherical balloons. These were quickly replaced by more advanced types, known as
kite balloons, which were
aerodynamic
Aerodynamics () is the study of the motion of atmosphere of Earth, air, particularly when affected by a solid object, such as an airplane wing. It involves topics covered in the field of fluid dynamics and its subfield of gas dynamics, and is an ...
ally shaped to be stable and could operate in more
extreme weather
Extreme weather includes unexpected, unusual, severe weather, severe, or unseasonal weather; weather at the extremes of the historical distribution—the range that has been seen in the past. Extreme events are based on a location's recorded weat ...
conditions. The Germans first developed the
Parseval-Siegsfeld type balloon, and the French soon responded with the
Caquot type.
Because of their importance as observation platforms, balloons were defended by
anti-aircraft guns
Anti-aircraft warfare (AAW) is the counter to aerial warfare and includes "all measures designed to nullify or reduce the effectiveness of hostile air action".AAP-6 It encompasses surface-based, subsurface ( submarine-launched), and air-bas ...
, groups of
machine guns for low altitude defence and patrolling
fighter aircraft
Fighter aircraft (early on also ''pursuit aircraft'') are military aircraft designed primarily for air-to-air combat. In military conflict, the role of fighter aircraft is to establish air supremacy, air superiority of the battlespace. Domina ...
. Attacking a balloon was risky, but some pilots relished the challenge. The most successful were known as
balloon busters, including such notables as Belgium's
Willy Coppens, Germany's
Friedrich Ritter von Röth, America's
Frank Luke, and the Frenchmen
Léon Bourjade,
Michel Coiffard and
Maurice Boyau. Many expert balloon busters were careful not to go below to avoid exposure to anti-aircraft and machine guns.
World War I observation crews were the first to use parachutes, long before they were adopted by
fixed wing aircrews. These were a primitive type, where the main part was in a bag suspended from the balloon, with the pilot only wearing a simple body harness around his waist, with lines from the harness attached to the main parachute in the bag. When the balloonist jumped, the main part of the parachute was pulled from the bag, with the shroud lines first, followed by the main canopy. This type of parachute was adopted by the Germans and later by the British and French for their observation balloon crews.
[
Kite balloons began to be used at sea for anti-submarine purposes towards the end of World War I. The Red Army of the Soviet Union used observation balloons for artillery spotting. Eight aeronautical sections existed, and 19,985 observation flights were performed by balloonists of the Red Army during the Second World War, clocking up 20,126 flight hours. 110 Soviet observation balloons were lost.
Observation balloons also played a role during the ]Cold War
The Cold War was a period of global Geopolitics, geopolitical rivalry between the United States (US) and the Soviet Union (USSR) and their respective allies, the capitalist Western Bloc and communist Eastern Bloc, which lasted from 1947 unt ...
; for example, Project Mogul used high-altitude observation balloons to monitor Soviet nuclear tests, while Project Genetrix used similar balloons to photograph the Soviet Union and China. Unlike previous observation balloons, these balloons were unmanned, ejecting their film to be recovered in midair by specially modified aircraft. However, heavier-than-air craft now perform the vast majority of operations. Aerostats were used by US and coalition military forces in Iraq
Iraq, officially the Republic of Iraq, is a country in West Asia. It is bordered by Saudi Arabia to Iraq–Saudi Arabia border, the south, Turkey to Iraq–Turkey border, the north, Iran to Iran–Iraq border, the east, the Persian Gulf and ...
and in Afghanistan
Afghanistan, officially the Islamic Emirate of Afghanistan, is a landlocked country located at the crossroads of Central Asia and South Asia. It is bordered by Pakistan to the Durand Line, east and south, Iran to the Afghanistan–Iran borde ...
.
From late January to early February 2023, a balloon originating from China was spotted in United States airspace. The Chinese government claimed it was a weather balloon, while the United States government claimed it was a spy balloon. On June 29, 2023, Patrick S. Ryder, a DoD Spokesperson, said in a press conference that the balloon did not collect/transmit while it was transiting/flying over the United States and US military efforts contributed to the block. In an interview aired on CBS News Sunday Morning
''CBS News Sunday Morning'' (frequently shortened to ''Sunday Morning'') is an American television newsmagazine that has aired on CBS since January 28, 1979. Created by Robert Northshield and E.S. "Bud" Lamoreaux III, and originally hosted by ...
on Sep 17, 2023, Mark Milley told David Martin that the balloon was not spying and it was a high confidence assessment by the United States Intelligence Community
The United States Intelligence Community (IC) is a group of separate US federal government, U.S. federal government intelligence agencies and subordinate organizations that work to conduct Intelligence assessment, intelligence activities which ...
that there was no intelligence collection and transmission by the balloon.
Notable programs
* Project Genetrix
* Project Moby Dick[Peebles, Curtis, 1991. ''The Moby Dick Project: Reconnaissance Balloons over Russia.'' Smithsonian Books, ]
* Project Mogul
See also
* 2023 Chinese balloon incident
* American observation balloon service in World War I
* Air observation post
* Balloon buster
* Barrage balloon
A barrage balloon is a type of airborne barrage, a large uncrewed tethered balloon used to defend ground targets against aircraft attack, by raising aloft steel cables which pose a severe risk of collision with hostile aircraft, making the atta ...
* Roswell incident
The Roswell Incident started in 1947 with the recovery of debris near Roswell, New Mexico. It later became the basis for conspiracy theories alleging that the United States military recovered a crashed extraterrestrial spacecraft. The debri ...
* Surveillance aircraft
Surveillance aircraft are aircraft used for surveillance. They are primarily operated by military forces and government agencies in roles including intelligence gathering, maritime patrol, battlefield and airspace surveillance, observation (e. ...
* Surveillance blimp
* Union Army Balloon Corps
* Tethered balloon
References
External links
*
Memoirs & Diaries - In a Kite Balloon at ''First World War.com''
Nighttime photography
a description of WW2 aerial reconnaissance photography by Harold Eugene Edgerton
Harold Eugene "Doc" Edgerton (April 6, 1903 – January 4, 1990), also known as Papa Flash, was an American scientist and researcher, a professor of electrical engineering at the Massachusetts Institute of Technology. He is largely credited with ...
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