ORIGINS
Notes by Fifth Sea Lord1 of meeting held on 4 January 1940 [ADM 1/ 10752] 22 January 1940 Future policy for fighters
B. Short Term Policy:
8. (1) Fulmar. D.A.M. stated that the Fulmar was three months behind time, and quantity production would not begin before April, 1940. He was satisfied that it could not be accelerated.
9. It was agreed that this Aircraft with its large endurance, powerful armament and speed of 260– 270 m.p.h. should prove a valuable weapon. It could be used for reconnaissance and for the maintenance of patrols at sea which would give it opportunities of attacking faster aircraft.
10. (2) Spitfires or Hurricanes. The meeting took note of the fact that the Fleet Air Arm was now faced with ‘shore based’ tasks not previously envisaged, e.g. the defence of Scapa. Moreover, the Fleet Air Arm might be called upon at any time to undertake the responsibility for the Air protection of other Naval Bases, whether at home or abroad.
11. It was agreed that these new tasks made it desirable to reinforce the weapons of the Fleet Air Arm with a number of high speed single-seater Fighters of the most modern types, if practicable. The use of such Fighters would offer the following advantages.
(1) They would constitute a mobile Fleet Fighter force suitable for shore-based work which could be moved rapidly to any point required, and enable the Navy to undertake the air defence of its bases overseas, months before such defence was likely to be provided by the Royal Air Force.
(2) They could also, if necessary, be used at sea to supplement the Fulmars; the Fulmars carrying out the patrols and these singleseaters being flown off when attack was imminent. Since they would not have W/ T, they could not be directed once air-borne, and they could not navigate. They would, therefore, have to rely on themselves sighting the enemy close to the Fleet for making contacts. Within these limitations, their speed should enable them to force combat on a proportion of attackers, and they would have sufficient petrol for a short pursuit.
12. The problems of using either Spitfires or Hurricanes for this purpose were discussed. The main difficulty was that of the embarkation of these types in Carriers. Without folding wings they could be embarked in the GLORIOUS and FURIOUS, owing to the wide lifts fitted in these Carriers, but they could not be embarked in the later Carriers, which had narrower lifts, unless their wings were made to fold. The Firms concerned were already working on designs for modified wings for this purpose and they hoped to be in a position to report upon the possibilities very shortly. It was expected that it would be at least nine months before Aircraft of these types with folding wings would come into production. It had been contemplated that if the designs of folding wings were successful, some 50 Aircraft might be obtained.
13. The meeting argued that a force of this kind would be valuable to the Fleet Air Arm, and they recommend that the possibilities should be pursued with all despatch.
14. (3) Possible use of Foreign Types. This in practice meant U.S.A. Aircraft. The meeting considered that the types available and the possibilities of obtaining them offered no advantages over the Spitfires or Hurricanes, and that there was nothing to be gained by pursuing this suggestion further.
The seed of the idea to adapt the Hurricane for carrier use came out of a disaster: The controversial loss of the fleet carrier HMS Glorious. It was an event that combined the best and the worst of the Royal Navy – innovative spur-of the moment problem solving, and the often pig-headed privileged pride of ‘old school’ naval officers.
It was an act which blew away any remaining myths that single-seat fighters could not operate from carriers. The only doubts that remained related to the endurance and durability of the RAF’s single-seat types.
The hapless RAF pilots of Hurricane Mk Is of No 46 Squadron which evacuated to HMS Glorious in July, 1940, became the first to land a single-seat monoplanes on an RN carrier. They did so without any training and in aircraft without any modification – beyond slightly deflated tyres.
But from the outset the Hurricane option was seen as second best. The Commander-in-Chief of the Home Fleet in 1940 wanted his Skuas replaced by Spitfires. While deeply impressed by the 46 Squadron Hurricanes landing aboard Glorious, he argued the Hawker (320mph at 17,500ft) was too slow to contend with the Ju88 (310mph at 16,000ft).
In the end, circumstances helped the Hurricane – in much the same way they had the Fulmar.
Operation at great heights did not apply to the defence of a fleet at sea (where effective attacks required low levels). But the ability to counter high-flying reconnaissance aircraft was nevertheless significant.
At sea, attacking bombers would be flying towards the fighters – reducing the need for high overhaul speeds. They would also be flying lower and slower than normal due to the need for accuracy against manoeuvring targets. The FAA was quick to find that if a the carrier air patrol was within about 10 miles of the fleet, it could respond at 300mph to come in behind bombers flying at 300mph – so long as they had been detected at least some 25nm out.
This was being regularly achieved by even early versions of the Fighter Direction Office.
There is little doubt the RN preferred stocks of the USN’s new Wildcat fighter. But these were yet to get the folding wings which would give them the edge over a Sea Hurricane. Sufficient supplies of the Martlet variant also were not guaranteed. The USN was itself undergoing an urgent program to replace its F3F biplane fighters, and the outbreak of war in the Pacific quickly restricted the number of Martlets being delivered to the FAA to attrition replacement levels – not enough to expand the number of operational squadrons.
An interim aircraft was therefore urgently required.
Spitfires were out of the question: The RAF was concentrating on that type to rebuild after the Battle of Britain.
Fortunately there was little to separate the Martlet and Hurricane in terms of combat performance, except in the key area of endurance.
GLORIOUS REVELATION
It was mid1940. The Royal Navy was rushing to reinforce Norway ahead of a German invasion. But things went wrong fast. No sooner had had the British expeditionary forces arrived than they were forced to retreat.
No 46 Squadron commander (Sqn Ldr K.B Cross) became convinced, after examining HMS Glorious’ flight deck when his unit had been shipped to Norway only weeks earlier, that his RAF Hurricanes could land aboard. After all, they had flown off from that same deck without incident…
He argued a bold evacuation plan with RAF and RN commanders, who eventually relented. It was obvious to all that the homeland would itself come under intense attack.
While the larger Ark Royal was present, only Glorious had lifts large enough to stow the Hurricane. This was an important factor for the operation to succeed.
HMS Glorious would have to steam at full speed into the wind. Each aircraft would have to land on a clean deck, and then be immediately struck below via the forward lift. This way, any RAF pilot who felt the need to abort the landing could open up the throttles and come around again.
Letter from Commander-in-Chief, Home Fleet to Secretary of Admiralty
ADM 199/ 479] 15 June 1940
Operation ‘D.X.’, operations off Norway, 23 April-3 May 1940
Forwarded for information in continuation of my Submission No. 810/ H.F. 1325 of 14th May, 1940.
2. It is a difficult problem balancing the necessity for operating the carriers as close to the shore as possible to ease the task of the aircraft crews, against the need for keeping them as far to seaward as possible to reduce the scale of enemy shore based air attack. If the carriers are too far out an excessive number of forced landings are bound to occur and the effective time on patrol is reduced. The problem is again a different one if the object is attack by torpedo or bomb as then the further the carrier is from its objective the better are the chances of surprise.
3. I am very much in agreement with the last two sentences on page 2 of Appendix 31. Our F.A.A. aircraft are hopelessly outclassed by everything that flies in the air and the sooner we get some efficient aircraft the better. We have made a ‘false God’ of the business of flying on and off a carrier but now that it has been done by 4 R.A.F. pilots in Gladiators at their first attempt and 10 Hurricanes have been flown on to a carrier, the matter should be reconsidered. Skuas are good dive bombers and they can be used operating from Hatston against targets in the Bergen area. The T.S.R’s, if armed with a cannon could be used for anti E boat operations.
4. The Vice-Admiral, Aircraft Carriers is being asked to report his general conclusions and recommendations as to the operations of fighters for the protection of the carrier as a result of experience in this series of operations.
It was a success. All 10 of the squadron’s surviving Hurricanes safely made it aboard on June 7 – in no small part due to a windspeed of 40kts over the deck.
Photographs show these Hurricanes were then quickly returned to the flight deck, where they were lashed-down aft.
Only the dubious decisions made by HMS Glorious’ commander caused the loss of the carrier, its two escorting destroyers, and the precious Hurricane fighters later that same day.
Only two Hurricane pilots survived - including Squadron Leader Cross. The 57 remaining RAF personnel aboard were killed.
DEVELOPMENT
The Hurricane already had a well established reputation, and a streamline production process.
It therefore posed the fastest possible opportunity to give the RN’s few remaining carriers – Courageous and Glorious having already been sunk – aircraft capable of meeting land-based fighters on something approaching equal terms.
Most important, however, was the need for a strong and steady flow of airframes capable of taking on the Fw200 Condors and Ju88’s roaming over the vulnerable convoy routes.
With this in mind, the Directorate of Research and Development approached Hawker in October 1940 to examine the possibility to modify the Hurricane for naval service.
Hawker’s response was immediate: They could provide a prototype fitted with catapult spools and hardware within five weeks.
These were not for carrier use, however: They would be strapped to rocket-catapults on merchant ships – an emergency stop-gap measure taken to fill the gap until the first escort carriers could be converted.
But work on a fully navalised version proceeded in parallel. This, however, would take considerable time. The imperative supply of fresh aircraft to sustain the Battle of Britain put all other considerations to one side.
It was not until late 1941 that sufficient airframes became available to make a noticeable presence at sea.
No Sea Hurricane was ever built as such. All were converted from surplus – often hard-worn - RAF stocks. This was often greeted with dismay by FAA pilots and carrier commanders alike. David Brown notes in his book, "Carrier Fighters":
Ark Royal was offered three Sea Hurricanes in July 1941. Old ex-RAF aircraft, the single-seaters were barely capable of 300kmph at 18,000ft, and although they had the same armament as the Fulmars, they had only half the ammunition capacity and less than half the patrol endurance. Comparative trials showed that the Fulmar II’s performance below 10,000ft was rather better than the Hurricane’s and so although the latter would have been useful for patrols above the Fulmar’s ceiling, the carrier declined the offer.
Nevertheless, the Sea Hurricane went on to prove unexpectedly suited to operations at sea. It’s large wing also helped it cope with the short-takeoffs from escort carriers. By the time the type was withdrawn from service with the FAA, more than 800 had been delivered.
But the reality was the Hurricane had already had its day as an air superiority fighter. It simply was no longer fast enough to reliably deal with shore-based bombers.
Report from Commanding Officer, HMS Ark Royal to Flag Officer Commanding Force ‘H’
ADM 199/ 847 31 July 1941
Maintenance and Operation of Sea Hurricanes
Report on Maintenance and Operation of Sea Hurricanes required by Admiralty signals 1311B/ 20 June, 1941, and 2015B/ 26 July, 1941, is submitted herewith for onward transmission to Admiralty …
REPORT ON MAINTENANCE AND OPERATION OF SEA HURRICANES
Three Sea Hurricanes were erected in ‘Furious’ and were flown to the Naval Air Station, North Front, Gibraltar, by pilots from ‘Ark Royal’ on 1st July, 1941.
2. While at North Front, pilots flew the Sea Hurricanes to gain experience on type and practiced A.D.D.Ls.
3. On 11th July, 1941, two Sea Hurricanes, the third being unserviceable, flew to ‘Ark Royal’ for deck landing practice, and to operate from the ship during a period of training at sea.
4. One Sea Hurricane hit the barrier while landing on deck and was rendered unserviceable. The mainplanes were removed, using an extractor tool made on board, and the aircraft was struck below to the hangar.
5. Four deck landings were carried out in the other Sea Hurricane and the aircraft was kept on deck, being ranged forward and aft as required, while other aircraft were operated.
6. As it was required to carry out night flying training after dark, the serviceable Sea Hurricane was flown to North Front in the evening when it became unserviceable and was unable to return to the ship the following morning.
7. The unserviceable Sea Hurricane airframe on board was placed on deck for blast trials in a low angle shoot and sustained no damage while in the centre of the deck. In this connection, Swordfish aircraft have been damaged and rendered unserviceable by H.A. firing at various times, on all parts of the deck, including the central position abreast the island.
8. On return to harbour, the unserviceable Sea Hurricane was transferred to the Maintenance Unit and parts taken from it were used to make the other two serviceable.
9. Whenever possible the Sea Hurricanes were flown at North Front, but no further opportunity of embarking them occurred.
10. The Sea Hurricanes have been maintained by personnel taken from the Aircraft Technical Section of Headquarters Squadron who, however, have had no previous experience of Hurricane aircraft.
11. No spares or tools for the maintenance or repair of Hurricanes have been received, but a certain number of items and starting battery trolleys have been obtained from the R.A.F. erecting and maintenance unit which has been at Gibraltar. No technical publications for Hurricanes have been available. Great difficulty has been experienced in maintaining the aircraft serviceable.
12. The Sea Hurricanes were not fitted with Vokes filters which increased the difficulty of their maintenance in the dusty conditions prevailing at North Front.
13. It was found necessary to attach an Air Gunner to the Sea Hurricane Flight, in addition to two Air Mechanics (L), for the maintenance of the R/ T equipment.
14. While disembarked, in addition to flying training Sea Hurricanes have been used for R/. D/. F and Fighter interception exercises. On three nights they were maintained at Readiness to intercept enemy bombers which were expected during [the] period of the full moon. For these functions, efficient R/ T was essential.
15. When operating fighters under action conditions it should be the aim to maintain fighters on deck ready to fly off at short notice. This cannot be done while other aircraft are landing on because there is insufficient space forward of the barrier. With folding types of aircraft, aircraft ready for flight can be ranged as soon as landing on is completed, and the aircraft just landed can be cleared from the deck almost at the same time, to be re-armed and refuelled in the hangar. If, however, these aircraft could not be folded they would remain on the flight deck for refuelling and re-arming, or, alternatively, refuelling and re-arming would be interrupted while the aircraft were pushed up and down to clear the deck for others to take off or land on.
16. The short operational endurance of the Hurricane and small amount of ammunition carried must result in frequent turns into wind to land on aircraft which have been in combat, greatly aggravating the position in regard to flying off others or maintaining sections standing by to fly off.
17. Finally, in ‘Ark Royal’, without R.D/ F in the ship the operation in action of single seater fighter aircraft without beacon receivers would be impracticable, and the advantage of the margin of improvement in performance of the Sea Hurricane over the Fulmar II, at sea level and up to 12,000 feet, is outweighed by this sum of the operational and maintenance disadvantages of the type in this ship.
18. For these reasons, the Sea Hurricanes have not been embarked in ‘Ark Royal’ for operations.
19. In a carrier, with large lifts, properly equipped with R.D/ F, with suitable R/ T equipment and with proper provision for maintenance, the operation of the Sea Hurricane or similar type should be successful.
Minute from First Lord of Admiralty to Prime Minister [AVIA 46/ 136] 6 December 1941
Supply of Grumman Martlet fighters
FIGHTER AIRCRAFT FOR THE FLEET AIR ARM.
I am increasingly anxious as regards the prospective situation of shipborne fighter aircraft. I attach a chart on which graphs show how the aircraft available fail to meet the requirements. It will be seen from the graphs that up to the end of 1942 the situation is apparently satisfactory, but I would point out that this apparently satisfactory position is due to the use of the obsolescent Fulmar in the first line squadrons aided by the supply of 260 Hurricane ‘Ones’ from the Royal Air Force, which have been converted for use in Carriers, and by the prospective supply of 200 Spitfires, which you yourself were instrumental in obtaining for us from the Royal Air Force subsequent to your visit to H.M.S. INDOMITABLE.
It was hoped that with the supply of Martlets from the United States of America commencing at the rate of 20 per month, as it should have done from October, 1940, we could have kept our heads above water until the new fleet fighters, Firebrand and Firefly, came into effective production. Owing to the failure of the U.S.A. to keep their promise, the situation deteriorates to a marked degree after the end of 1942. We wish to increase the number of Auxiliary Carriers by a total of 15 in 1942, and are considering a further 15 in 1943 and 1944. This will accentuate our difficulty, because although at present the idea of using these Carriers for anti-submarine purposes is predominant, it may well be that Germany will push out her air-raiders to an extent which will require Auxiliary Carriers to be equipped with fighters in addition to anti-submarine craft.
It is clear, therefore, that unless drastic steps are taken to increase the production of fleet fighters, we are likely to be in a nasty hole from the beginning of 1943 onwards. Although we have use of a number of Hurricanes, and in prospect of a number of Spitfires, it must emphasised that these are not really suitable aircraft for operating from Carriers for the following reasons:–
(a) They cannot be used in the small lifts of VICTORIOUS, ILLUSTRIOUS and FORMIDABLE.
(b) Although they can be used in the Carriers fitted with large lifts, they occupy so much more space than a folding aircraft that a drastic reduction in the small number of aircraft which can be carried by any one Carrier is dictated.
(c) Their small endurance requires a Carrier to be turned into the wind so often in order to relieve fighter patrols that the consequent reduction of speed of advance of the ships from which it may be operating is quite unacceptable under certain circumstances.
(d) The R.A.F. aircraft cannot carry the equipment in the way of radio sets and homing beacons, which we have found necessary, for successful operations from Carriers…
The American folding fleet fighter is the ideal aircraft for the job, but here again the productive capacity of the United States is barely sufficient to meet the requirements of their own Navy, which is much behind in modern aircraft owing to the fact that Congress has not allowed them to change their aircraft more than once every five years.