| Battle of Mediterranean | |||||||
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| Part of theMediterranean and Middle East theatre of World War II | |||||||
From top left to clockwise: British aircraft carrier during theOperation Pedestal, the Italian cruiser Zara opens fire during theBattle of Cape Spartivento, an Italian merchant ship under enemy air attack, the Italian submarine Gondar with theSLC cylinders on the deck. | |||||||
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| Belligerents | |||||||
Other participants: | |||||||
| Commanders and leaders | |||||||
| Casualties and losses | |||||||
| Up to September 1943: Total: 76 warships of 315,500 tons 48 submarines | Up to September 1943: 83 warships totalling 195,100 tons 84 submarines 2,018,616 tons of merchant shipping[1] c. 21,000 Royal Italian Navy personnel and c. 6,500 Italian Merchant Navy personnel killed at sea[2][3] 17 warships 68 submarines 11 warships of ~72,000 tons 7 submarines[4] | ||||||
TheBattle of the Mediterranean was the naval campaign fought in theMediterranean Sea duringWorld War II, from 10 June 1940 to 2 May 1945.
For the most part, the campaign was fought between theItalianRoyal Navy (Regia Marina), supported by otherAxis naval and air forces, those ofNazi Germany andVichy France, and theBritishRoyal Navy, supported by otherAllied naval forces, such as those ofAustralia, theNetherlands,Poland, andGreece.
American naval and air units joined the Allied side on 8 November 1942. The Vichy Frenchscuttled the bulk of their fleet on 27 November 1942, to prevent the Germans seizing it. As part of theArmistice of Cassibile in September 1943, most of the Italian Navy became theItalian 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 inNorth Africa. The third was to destroy the ability of the opposing navy to wage war at sea. Outside of thePacific 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 ofMalta.
By the time of theArmistice 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 theBritish Empire and 33,900 by the Americans) and 83 submarines.[5]German losses in the Mediterranean from the start of the campaign to the end were 17 warships and 68 submarines.[6]
The Mediterranean was a traditional focus of British maritime power. Outnumbered by the forces of theRegia Marina, the British plan was to hold the three key strategic points ofGibraltar, Malta, and theSuez Canal. By holding these points, theMediterranean 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.[7]
The Mediterranean strategy ofWinston Churchill andAlan Brooke 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 alsoPercentages agreement. Churchill also wanted to invade theBalkans.
Italian dictatorBenito Mussolini saw the control of the Mediterranean as an essential prerequisite for expanding his "New Roman Empire" intoNice,Corsica,Tunis and theBalkans. Italian naval building accelerated during his tenure. Mussolini described the Mediterranean Sea asMare Nostrum "(our sea)."[8]
The warships of theRegia 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.[9] But some Italian cruiser classes were deficient in armour and all Italian warships lackedradar although its lack was partly offset by Italian warships being equipped with goodrangefinder andfire-control systems for daylight combat. Only by the spring of 1943, barely five months before the armistice, twelve Italian warships were equipped with Italian-designedEC-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).

TheRegia Marina also lacked a properfleet air arm. The aircraft carrierAquila was never completed and most air support during the Battle of the Mediterranean was supplied by the land-basedRegia Aeronautica (Royal Air Force).[8] 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.[10]
However, the most serious problem for the Axis forces in North Africa was the limited capacity of theLibyan 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 fourtroop transports. On a monthly basis, Tripoli had an unloading capacity of 45,000short tons (41,000 t).Tobruk added only another 18,000 short tons (16,000 t).Bardia and other smaller ports added a little more.[11]
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 10,000 short tons (9,100 t) 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.[11]
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 fromMetropolitan France to North Africa and to the British sea routes between Gibraltar and the Suez Canal.[12]
In 1940, afterFrance fell to the Germans, theMarine Nationale in the Mediterranean became the navy of theVichy 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 ofOperation Catapult, the French squadron atAlexandria inEgypt was dealt with via negotiations. This proved possible primarily because the two commanders—AdmiralsRené-Emile Godfroy andAndrew 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 atMers-el-Kebir inAlgeria, so on 3 July 1940 it waslargely destroyed by bombardment by the British "Force H" from Gibraltar (AdmiralJames Somerville). The Vichy French government broke off all ties with the British as a result of this attack and theVichy French Air Force (Armée de l'Air de l'armistice) even raidedBritish installations at Gibraltar.
At least two Allied freighters were captured by French forces in Tunisia and later handed over to the Italian navy.[13]
In June and July 1941, a small Vichy French naval force was involved duringOperation 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 theLitani 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 atToulon. This was thwarted by determined action by French commanders; thebulk of the fleet was scuttled at anchor.
The MediterraneanU-boat Campaign lasted approximately from 21 September 1941 to May 1944. Germany'sKriegsmarine 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 theStrait of Gibraltar, which was controlled by Britain (nine boats were sunk while attempting the passage and ten more were damaged). TheLuftwaffe 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.[14]
On 10 June 1940,Italy declared war on Britain andFrance. The following day,Italian bombers attacked Malta on what was to be the first of many raids. France'sMarine Nationale shelled a number of targets on the northwestern coast of Italy, in particular the port ofGenoa. WhenFrance 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 theBattle 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 theBattle of theEspero convoy and theBattle of Cape Spada.
To reduce the threat posed by theItalian fleet, which was based in the port ofTaranto, to convoys sailing to Malta, Admiral Cunningham organised an attack code-namedOperation Judgement.Fairey Swordfishtorpedo bombers fromHMS Illustrious 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 laterattack on Pearl Harbor. BritishFleet Air Arm aircraft badly damaged two Italianbattleships and a third was forced to run aground to prevent her sinking, putting half of theRegia 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 aBritish aircraft delivery operation to Malta.
Furthermore, as early as 27 November, the Italian fleet was able to confront the Mediterranean fleet again in the indecisiveBattle 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.[15] 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."[16]
TheBattle of Cape Matapan was fought off the coast of thePeloponnese in southernGreece from 27 to 29 March 1941 in which Royal Navy andRoyal Australian Navy forces—under the command of the British AdmiralAndrew Cunningham—intercepted those of the ItalianRegia Marina under AdmiralAngelo Iachino. The Allies sank theheavy cruisersFiume,Zara andPola and thedestroyersVittorio Alfieri andGiosue Carducci, and damaged the battleshipVittorio Veneto. The British lost one torpedo plane and suffered light splinter damage to some cruisers fromVittorio Veneto's salvoes. The factors in the Allied victory were the effectiveness of aircraft carriers, the use ofUltra intercepts and the lack of radar on the Italian ships.
The effort to prevent German troops from reachingCrete by sea, and subsequently the partial evacuation of Allied land forces after their defeat by German paratroops in theBattle of Crete during May 1941, cost the Allied navies a number of ships. Attacks by German planes, mainlyJunkers Ju 87s andJu 88s, sank eight British warships: two light cruisers (HMS Gloucester andFiji) and six destroyers (HMS Kelly,HMS Greyhound,HMS Kashmir,HMS Hereward,HMS Imperial andHMS Juno). Seven other ships were damaged, including the battleshipsHMS Warspite andValiant and the light cruiserOrion. Nearly 2,000 British sailors died.
It was a significant victory for theLuftwaffe, 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 theGerman Army was directed toward Russia (inOperation 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 incaïques, 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 nearSitia 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 throughUltra 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 GeneralKurt 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."
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 theDuisburg convoy andCap Bon), until theRaid on Alexandria in December swung the balance of power towards the Axis.[17]
TheRegia Marina's most successful attack on the British Fleet was when divers attachedlimpet mines on the hulls of British battleships during the Raid on Alexandria on 19 December 1941. The battleshipsHMS Queen Elizabeth andHMS Valiant were sunk at their berths, but they were both raised and returned to active service by mid 1943.
Malta's position betweenSicily 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 theSecond Battle of Sirte in March and operationsHarpoon andVigorous 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 ofAllied convoys were decimated. The turning point in the siege came in August 1942, when the British sent a very heavily defended convoy under the codenameOperation Pedestal. Malta's air defence was repeatedly reinforced byHawker Hurricane andSupermarine Spitfire fighters flown to the island fromHMS Furious 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 ofUltra, Malta's garrison was able to disrupt Axis supplies to North Africa immediately before theSecond Battle of El Alamein. For the fortitude and courage of the Maltese people during the siege, the island was awarded theGeorge Cross. The Royal Navy and theRAF sank 3,082 Axis merchantmen in the Mediterranean, amounting to over 4 million tons.[18] 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 theAdriatic andAegean seas.
On 25 July 1943, theGrand Council of Fascism ousted Mussolini. A new Italian government, led byKing Victor Emmanuel III and MarshalPietro Badoglio, immediately began secret negotiations with the Allies to end the fighting. On 3 September, a secretarmistice 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 theRegia Marina joined the Republican National Navy (Marina Nazionale Repubblicana) of Mussolini's newItalian Social Republic (Repubblica Sociale Italiana, or RSI) and fought on for the Germans.