Mediterranean Strategy

The Battle of the Mediterranean was the name given to the naval campaign fought in the Mediterranean Sea during World War II, from 10 June 1940 to 2 May 1945.

For the most part, the campaign was fought between the Italian Royal Navy (''Regia Marina''), supported by other Axis naval and air forces, those of Nazi Germany and Vichy France, and the British Royal Navy, supported by other Allied naval forces, such as those of Australia, the Netherlands, Poland, and Greece.

American naval and air units joined the Allied side on 8 November 1942. The Vichy French scuttled the bulk of their fleet on 27 November 1942, to prevent the Germans seizing it. As part of the Armistice of Cassibile in September 1943, most of the Italian Navy became the Italian Co-belligerent Navy, and fought alongside the Allies.

Each side had three overall objectives in this battle. The first was to attack the supply lines of the other side. The second was to keep open the supply lines to their own armies in North Africa. The third was to destroy the ability of the opposing navy to wage war at sea. Outside of the Pacific theatre, the Mediterranean saw the largest conventional naval warfare actions during the conflict. In particular, Allied forces struggled to supply and retain the key naval and air base of Malta.

By the time of the Armistice of Cassibile, Italian ships, submarines and aircraft had sunk Allied surface warships totalling 145,800 tons, while German forces had sunk 169,700 tons, for a total of 315,500 tons. In total the Allies lost 76 warships and 46 submarines. The Allies sank 83 Italian warships totalling 195,100 tons (161,200 by the British Empire and 33,900 by the Americans) and 83 submarines.German losses in the Mediterranean from the start of the campaign to the end were 17 warships and 68 submarines.

Main Combatants

British Mediterranean Fleet

The Mediterranean was a traditional focus of British maritime power. Outnumbered by the forces of the ''Regia Marina'', the British plan was to hold the three key strategic points of Gibraltar, Malta, and the Suez Canal. By holding these points, the Mediterranean Fleet held open vital supply routes. Malta was the lynch-pin of the whole system. It provided a needed stop for Allied convoys and a base from which to attack the Axis supply routes.

Mediterranean strategy

The Mediterranean strategy of Winston Churchill and Alanbrooke was the British policy of opening the Mediterranean to British and allied ships and knocking Italy out of the war before invading Europe, as it would save a million tons of shipping per year in having to send ships to Egypt and the Middle East via the route around Africa. See also Percentages agreement.

The Americans were keen on a (premature?) cross-channel invasion in 1943

Churchill also wanted to invade the Balkans.

Italian Royal Fleet

Italian dictator Benito Mussolini saw the control of the Mediterranean as an essential prerequisite for expanding his "New Roman Empire" into Nice, Tunis and the Balkans. Italian naval building accelerated during his tenure. Mussolini described the Mediterranean Sea as ''Mare Nostrum'' " (our sea)."

The warships of the ''Regia Marina'' (Italian Royal Fleet) had a reputation for being well-designed. Italian small attack craft lived up to expectations and were responsible for many successful actions in the Mediterranean. But some Italian cruiser classes were deficient in armour and all Italian warships lacked radar although its lack was partly offset by Italian warships being equipped with good rangefinder and fire-control systems for daylight combat. Only by the spring of 1943, barely five months before the armistice, twelve Italian warships were equipped with Italian-designed EC-3 ter Gufo radar devices. In addition, whereas Allied commanders at sea had discretion to act on their own initiative, the actions of Italian commanders were closely and precisely governed by Italian Naval Headquarters (''Supermarina'').

The ''Regia Marina'' also lacked a proper fleet air arm. The aircraft carrier was never completed and most air support during the Battle of the Mediterranean was supplied by the land-based ''Regia Aeronautica'' (Royal Air Force). Another major handicap for the Italians was the shortage of fuel. As early as March 1941, the overall scarcity of fuel oil was critical. Coal, gasoline and lubricants were also locally hard to find. During the Italian war effort, 75% of all the fuel oil available was used by destroyers and torpedo boats carrying out escort missions.

However, the most serious problem for the Axis forces in North Africa was the limited capacity of the Libyan ports. Even under the best conditions, this restricted supplies. Tripoli was the largest port in Libya and it could accommodate a maximum of five large cargo vessels or four troop transports. On a monthly basis, Tripoli had an unloading capacity of . Tobruk added only another . Bardia and other smaller ports added a little more.

In general, the Axis forces in North Africa exceeded the capacity of the ports to supply them. It has been calculated that the average Axis division required of supplies per month. If the Italians had a fault in respect to logistics during the Battle of the Mediterranean, it was that they failed to increase the capacity of Tripoli and the other ports before the war.

French Fleet

In January 1937, France began a programme of modernisation and expansion. This soon elevated the French Fleet to the fourth-largest in the world.

By agreement with the British Admiralty, the strongest concentration of French vessels was in the Mediterranean. Here, the Italian Fleet posed a threat to the vitally important French sea routes from Metropolitan France to North Africa and to the British sea routes between Gibraltar and the Suez Canal.

Vichy French Fleet

In 1940, after France fell to the Germans, the ''Marine Nationale'' in the Mediterranean became the navy of the Vichy French government. As the Vichy French Navy, this force was considered a potentially grave threat to the Royal Navy. As such, it was imperative to the British that this threat be neutralised.

As the opening phase of Operation Catapult, the French squadron at Alexandria in Egypt was dealt with via negotiations. This proved possible primarily because the two commanders—Admirals René-Emile Godfroy and Andrew Cunningham—were on good personal terms. In contrast, a British ultimatum to place the bulk of the remainder of the French fleet out of German reach was refused. The fleet was located at Mers-el-Kebir in Algeria, so on 3 July 1940 it was largely destroyed by bombardment by the British "Force H" from Gibraltar (Admiral James Somerville). The Vichy French government broke off all ties with the British as a result of this attack and the Vichy French Air Force (''Armée de l'Air de l'armistice'') even raided British installations at Gibraltar.

At least two Allied freighters were captured by French forces in Tunisia and later handed over to the Italian navy.

In June and July 1941, a small Vichy French naval force was involved during Operation Exporter. This was an Allied action launched against Vichy French forces based in Lebanon and Syria. French naval vessels had to be driven off before the Litani River could be crossed.

In 1942, as part of the occupation of Vichy France during "Case Anton", the Germans intended to capture the French fleet at Toulon. This was thwarted by determined action by French commanders; the bulk of the fleet was scuttled at anchor.

German Navy

The Mediterranean U-boat Campaign lasted approximately from 21 September 1941 to May 1944. Germany's ''Kriegsmarine'' aimed at isolating Gibraltar, Malta, and the Suez Canal so as to break Britain's trade route to the far east. More than 60 U-boats were sent to disrupt shipping in the sea, although many were attacked in the Strait of Gibraltar, which was controlled by Britain (nine boats were sunk while attempting the passage and ten more were damaged). The ''Luftwaffe'' also played a key part in the Battle of the Mediterranean, especially during the summer of 1941. German war strategy, however, viewed the Mediterranean as a secondary theatre of operations.

History

First actions

On 10 June 1940, Italy declared war on Britain and France. On the following day, Italian bombers attacked Malta on what was to be the first of many raids. France's ''Marine Nationale'' shelled a number of targets on the northwestern coast of Italy, in particular the port of Genoa. When France surrendered on 24 June, the Axis leaders allowed the new Vichy French government to retain its navy.

The first clash between the rival fleets in the Battle of Calabria, took place on 9 July, four weeks after the start of hostilities. This was inconclusive, and concurrent with a series of small surface actions during the summer, among them being the Battle of the ''Espero'' convoy and the Battle of Cape Spada.

Battle of Taranto

To reduce the threat posed by the Italian fleet, which was based in the port of Taranto, to convoys sailing to Malta, Admiral Cunningham organised an attack code-named Operation Judgement. Fairey Swordfish torpedo bombers from attacked the Italian fleet on 11 November 1940 while it was still at anchor. This was the first time that an attack such as this had been attempted and it was studied by Japanese naval officers in preparation for the later attack on Pearl Harbor. British Fleet Air Arm aircraft badly damaged two Italian battleships and a third was forced to run aground to prevent her sinking, putting half of the ''Regia Marina''s major ships out of action for several months. This attack also forced the Italian fleet to move to Italian ports further north so as to be out of range of carrier-based aircraft. This reduced the threat of Italian sallies attacking Malta-bound convoys.

Cunningham's estimate that Italians would be unwilling to risk their remaining heavy units was quickly proven wrong. Only five days after Taranto, Inigo Campioni sortied with two battleships, six cruisers and 14 destroyers to disrupt a British aircraft delivery operation to Malta.

Furthermore, as early as 27 November, the Italian fleet was able to confront the Mediterranean fleet again in the indecisive Battle of Cape Spartivento. Two of the three damaged battleships were repaired by mid-1941 and control of the Mediterranean continued to swing back and forth until the Italian armistice in 1943. Measured against its primary task of disrupting Axis convoys to Africa, the Taranto attack had little effect. In fact, Italian shipping to Libya increased between the months of October 1940 – January 1941 to an average of 49,435 tons per month, up from the 37,204-ton average of the previous four months. Moreover, rather than change the balance of power in the central Mediterranean, British naval authorities had "failed to deliver the true knockout blow that would have changed the context within which the rest of the war in the Mediterranean was fought."

Battle of Cape Matapan

The Battle of Cape Matapan was fought off the coast of the Peloponnese in southern Greece from 27 to 29 March 1941 in which Royal Navy and Royal Australian Navy forces—under the command of the British Admiral Andrew Cunningham—intercepted those of the Italian ''Regia Marina'' under Admiral Angelo Iachino. The Allies sank the heavy cruisers , and and the destroyers ''Vittorio Alfieri'' and ''Giosue Carducci'', and damaged the battleship . The British lost one torpedo plane and suffered light splinter damage to some cruisers from ''Vittorio Veneto''s salvoes. The factors in the Allied victory were the effectiveness of aircraft carriers, the use of ''Ultra'' intercepts and the lack of radar on the Italian ships.

Fall of Crete

The effort to prevent German troops from reaching Crete by sea, and subsequently the partial evacuation of Allied land forces after their defeat by German paratroops in the Battle of Crete during May 1941, cost the Allied navies a number of ships. Attacks by German planes, mainly Junkers Ju 87s and Ju 88s, sank eight British warships: two light cruisers ( and ) and six destroyers (, , , , and ). Seven other ships were damaged, including the battleships and and the light cruiser . Nearly 2,000 British sailors died.

It was a significant victory for the ''Luftwaffe'', as it proved that the Royal Navy could not operate in waters where the German Air Force had air supremacy without suffering severe losses. In the end, however, this had little strategic meaning, since the attention of the German Army was directed toward Russia (in Operation Barbarossa) a few weeks later, and the Mediterranean was to play only a secondary role in German war planning over the following years. The action did, however, extend the Axis reach into the eastern Mediterranean, and prolong the threat to Allied convoys.

Two attempts were carried out to transport German troops by sea in caïques, but both of them were disrupted by Royal Navy intervention. The tiny Italian naval escorts, however, managed to save most of the vessels. Eventually, the Italians landed a force of their own near Sitia on 28 May, when the Allied withdrawal was already ongoing.

During the evacuation, Cunningham was determined that the "Navy must not let the Army down." When army generals stated their fears that he would lose too many ships, Cunningham said that "It takes three years to build a ship, it takes three centuries to build a tradition." Despite advance warning through ''Ultra'' intercepts, the Battle of Crete resulted in a decisive defeat for the Allies. The invasion took a fearful toll of the German paratroops, who were dropped without their major weapons, which were delivered separately in containers. So heavy were the losses that General Kurt Student, who commanded the German invasion, would later say, referring to the German decision not to use parachutists in any future invasion attempts:

"Crete was the grave of the German parachutists."

The balance shifts

After the battle of Crete in the summer of 1941, the Royal Navy regained its ascendancy in the central Mediterranean in a series of successful convoy attacks, (including the ''Duisburg'' convoy and Cap Bon), until the Raid on Alexandria in December swung the balance of power towards the Axis.

The ''Regia Marina''s most successful attack on the British Fleet was when divers attached limpet mines on the hulls of British battleships during the Raid on Alexandria on 19 December 1941. The battleships and were sunk at their berths, but they were both raised and returned to active service by mid 1943.

Relief of Malta

Malta's position between Sicily and North Africa was perfect to interdict Axis supply convoys destined for North Africa. It could thus influence the campaign in North Africa and support Allied actions against Italy. The Axis recognised this and made great efforts to neutralise the island as a British base, either by air attacks or by starving it of its own supplies.

After a series of hard-fought convoy battles, all of them Axis victories (such as the Second Battle of Sirte in March and operations ''Harpoon'' and ''Vigorous'' in June), it looked as if the island would be starved into submission by the use of Axis aircraft and warships based in Sicily, Sardinia, Crete and North Africa. A number of Allied convoys were decimated. The turning point in the siege came in August 1942, when the British sent a very heavily defended convoy under the codename Operation Pedestal. Malta's air defence was repeatedly reinforced by Hawker Hurricane and Supermarine Spitfire fighters flown to the island from and other Allied aircraft carriers. The situation eased as Axis forces were forced away from their North African bases and eventually Malta could be resupplied and become an offensive base once again.

The British re-established a substantial air garrison and offensive naval base on the island. With the aid of ''Ultra'', Malta's garrison was able to disrupt Axis supplies to North Africa immediately before the Second Battle of El Alamein. For the fortitude and courage of the Maltese people during the siege, the island was awarded the George Cross. The Royal Navy and the RAF sank 3,082 Axis merchantmen in the Mediterranean, amounting to over 4 million tons. In September 1943, with the Italian collapse and the surrender of the Italian fleet, naval actions in the Mediterranean became restricted to operations against U-boats and by small craft in the Adriatic and Aegean seas.

Italian armistice

On 25 July 1943, the Grand Council of Fascism ousted Mussolini. A new Italian government, led by King Victor Emmanuel III and Marshal Pietro Badoglio, immediately began secret negotiations with the Allies to end the fighting. On 3 September, a secret armistice was signed with the Allies at Fairfield Camp in Sicily. The armistice was announced on 8 September.

After the armistice, the Italian Navy was split in two. In southern Italy, the " Co-Belligerent Navy of the South" (''Marina Cobelligerante del Sud'') fought for the King and Badoglio. In the north, a much smaller portion of the ''Regia Marina'' joined the Republican National Navy (''Marina Nazionale Repubblicana'') of Mussolini's new Italian Social Republic (''Repubblica Sociale Italiana'', or RSI) and fought on for the Germans.

Notable naval actions of the campaign

1940

* 28 June, Battle of the Espero Convoy. An Italian convoy was attacked, the was sunk, two other destroyers outran the British fleet and reached Benghazi. Conversely, two British convoys from Malta were delayed as a result of this action.
* 9 July, the Battle of Calabria. An encounter between fleet forces escorting large convoys. Inconclusive results.
* 19 July, the Battle of Cape Spada. A cruiser action. The was sunk by .
* 12 October, the Battle of Cape Passero. One destroyer and two Italian torpedo boats were sunk, the cruiser was seriously damaged.
* 11 November, the Battle of Taranto. An aerial attack on the Italian fleet in harbour, three battleships were sunk in shallow waters, one of them was disabled for the rest of the war.
* 17 November, Operation White. Aircraft delivery to Malta was disrupted by the Italian Fleet.
* 27 November, the Battle of Cape Spartivento. Inconclusive fleet action.

1941

* 6–11 January, Operation Excess. A British convoy reached Malta successfully. The was sunk, the British destroyer was permanently disabled after hitting a mine.
* 25-28 February, Operation Abstention. A British amphibious landing on the island of Kastellorizo was thwarted by the Italian Navy.
* 26 March, Action of Suda Bay, Crete. The British cruiser was sunk by explosive motor boats launched from Italian destroyers.
* 27–29 March, Battle of Cape Matapan. Fleet action. After an inconclusive engagement near the island of Gavdos, the ''Regia Marina'' lost three cruisers and two destroyers during the night.
* 16 April, Battle of the Tarigo Convoy. An Italian convoy was attacked and destroyed. Two Italian destroyers were also lost along with the British .
* 20 May – 1 June, Battle of Crete. Series of actions supporting army in Crete, nine British warships were sunk by Axis air attacks.
* 24 May, Italian troop ship was sunk by Royal Navy submarine , with 1297 men killed and 1432 rescued.
* July, Operation Substance. A British convoy to Malta. The British destroyer was lost to air attack.
* September, Operation Halberd. A British convoy to Malta. The transport ship ''Imperial Star'' was sunk by an Italian aerial torpedo.
* 8 November, Battle of the ''Duisburg'' Convoy. An Axis convoy was destroyed. The was also lost.
* 13 November. The carrier was torpedoed and sunk by the , greatly affecting the Royal Navy aero-naval capacity, as she had by far the greatest air complement among the British carriers.
* 25 November. While attempting an interception of Italian convoys in the Eastern Mediterranean, the British battleship was torpedoed and sunk by the with the loss of 862 crewmen. The dramatic footage of the event became one of the most eloquent documents of the Mediterranean campaign.
* 13 December, Battle of Cape Bon. An Italian fast convoy was attacked by Allied destroyers; the Italian light cruisers and were torpedoed and sunk.
* 17 December, First Battle of Sirte. An indecisive, brief clash between the escorting fleet forces of two convoys.
* 19 December, Raid on Alexandria. Italian manned torpedoes attacked the British fleet. Two battleships were damaged and settled on the bed of the harbor; significantly, seen from the air, they appeared undamaged. They were raised and repaired several months later.

1942

* 22 March, Second Battle of Sirte. A British convoy and escort were attacked by the Italian fleet, but managed to slip away, with two destroyers heavily damaged. But the Italian fleet managed to delay the convoy's arrival, thus, resulted in all four of the convoy's cargo ships being sunk during subsequent Axis air strikes the following morning.
* 15 June, Operation Harpoon. A British convoy resupplying Malta was intercepted by Italian cruisers and engaged by Axis aircraft; three merchantmen, a large tanker and the destroyer were sunk by air attacks combined with naval gunfire. The Polish destroyer sank after hitting a mine while approaching Valletta. Twenty-nine Axis aircraft were shot down during the battle. Only two cargo ships from a convoy of six reached Malta, one of them damaged.
* 15 June, Operation Vigorous. A British convoy from Alexandria suffered heavy air strikes. It was eventually driven back by the Italian fleet.
* 15 August, Operation Pedestal. A British convoy resupplying Malta was attacked; and nine merchantmen were sunk by Axis E-boats, aircraft and submarines; but vital supplies, including oil, were delivered
* November, Operation Stone Age. A British convoy reached Malta undisturbed.
* 2 December, Battle of Skerki Bank. An Italian convoy was attacked and destroyed.
* 11 December, Raid on Algiers. Italian manned torpedoes attacked Allied shipping, two steamships were sunk.

1943

* 16 April, Battle of the ''Cigno'' Convoy. A failed British attack at night by two destroyers on an Italian convoy. One of the Italian escorts, the , was sunk. The British destroyer was disabled during the battle and had to be scuttled when it became clear it would not be able to reach base. The 5000-ton transport ship ''Belluno'' and , the latter loaded with aviation spirit, reached their destination safely.
* 3–4 May, Battle of the ''Campobasso'' Convoy. A successful British attack by three destroyers on the Italian transport ''Campobasso'' (taking supplies to Axis forces in Tunisia) with the escorting (800-ton displacement) torpedo boat . Both ''Perseo'' and ''Campobasso'' were sunk with no loss to the British.
* 2 June, Battle of the ''Messina'' Convoy. The British destroyer and the carried out a night sweep along the Gulf of Squillace, Calabria, where they found a small two-ship convoy escorted by the . Supported by a Wellington bomber which dropped flares on the target, the Allied units engaged the Italian steamers ''Vragnizza'' and ''Postumia''. The destroyers lost track of the convoy after the intervention of the escort, which laid smoke and returned fire. ''Castore'' was disabled and sank before dawn, but her counterattack allowed the freighters to limp away. ''Vragnizza'' and ''Postumia'', both damaged during the action, reached Messina at 16.30.
* 17 July, Operation Scylla. The , fitted with EC-3 Gufo radar, engaged four British Elco motor torpedo boats at night while on passage through the strait of Messina. One motor torpedo boat was sunk with all hands and three others damaged.

1945

* 18 March, Battle of the Ligurian Sea. Two British destroyers intercepted a German flotilla composed of one destroyer and two torpedo boats. The German destroyer limped away, while the two torpedo boats were sunk. This was the last deep-water German naval action of World War II.

Notable Axis and Allied amphibious operations

1941

* 25-28 February, Operation Abstention, the British assault and occupation of Kastelorizo was thwarted by naval and air Italian forces.
* 20 May, start of the Battle of Crete, the Axis invasion of the island.

1942

* 14 September, Operation Agreement. The Allied assault on Tobruk was repulsed by Axis ground, air and naval forces.
* 8 November, start of Operation Torch, the Allied invasion of Vichy-controlled Morocco and Algeria.
* 10 November, Axis invasion of Tunis.

1943

* 9 July, the start of Operation Husky, the Allied invasion of Sicily.
* 3 September, Operation Avalanche, the start of the Allied invasion of Italy.
* 8 September, the start of the Dodecanese Campaign, the failed Allied attempt to control the Dodecanese Islands.
* 9 September, the start of the Allied Salerno landings in Italy.

1944

* 22 January, the start of Operation Shingle, the Allied landings at Anzio in Italy.
* 5 August, the start of Operation Dragoon, the Allied landings in southern France.

See also

* Naval history of World War II
* Force H
* Force K
* Mediterranean U-boat Campaign (World War II)
* Military history of Italy during World War II
* Military history of the United Kingdom during World War II
* List of classes of British ships of World War II
* List of Classes of French ships of World War II
* World War II naval ships of the United States
* Regia Marina

The Italian Navy in World War II

Citations

Bibliography

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{{DEFAULTSORT:Mediterranean

Mediterranean Sea operations of World War II
Mediterranean
Naval battles of World War II involving the United States
Naval battles of World War II involving Italy
Naval battles of World War II involving Germany
Naval battles of World War II involving Australia
Naval battles of World War II involving Canada
Naval history of World War II
Military history of the Mediterranean