Interception of the Rex

Ostfriesland In July 1921, promoting the concept of an independent Air Force, General Billy Mitchell staged a series of aerial bombing exercises that resulted in the sinking of the former German battleship Ostfriesland by the U.S. Air Service. Incurring the enmity of the Navy, which considered the achievement nothing more than a publicity stunt, Mitchell continued to discredit the battleship as the main weapon for projection of power by sinking several more obsolete ships in the next two years. However, the Air Service was limited by Army policy to being an auxiliary of the ground forces and was unable to obtain a role that would use long distance bombers. The "Shasta Disaster" When the Air Service was renamed the Air Corps in 1926, the joint Army-Navy Board was in the process of reconsidering service responsibilities in coastal defense. Both Chief of Air Corps Major General Mason Patrick and Rear Admiral William A. Moffett, Chief of the Navy's Bureau of Aeronautics, resisted any restrictions on range or missions for their respective services' aircraft. The resulting joint action statement was vague regarding Air Corps actions over water but "left the door open" for the Navy's interpretation of its own authority, which was that the shore-based coastal patrol mission was its prerogative. Efforts by the War Department to clarify the issue were rebuffed by the Navy to the extent that the secretary of war warned President Herbert Hoover in 1930 that the situation was endangering national defense. On 7 January 1931, Army Chief of Staff General Douglas MacArthur and Navy CNO Admiral William V. Pratt, reached an agreement modifying the joint action statement by assigning the coastal defense role for land-based aircraft to the Air Corps. This came at a time when the Air Corps was seeking a mission to justify the development of all-metal monoplane bombers, and theorists at the Air Corps Tactical School were advocating the use of long-range heavy bombers. In August of that year, to garner publicity and generate favorable public opinion, Lieutenant Colonel Frank M. Andrews, on the staff of outgoing Chief of the Air Corps, Major General James Fechet, proposed to bomb another ship during joint maneuvers with the Navy off the coast of North Carolina. Before the mission Colonel Roy Kirtland, the base commander at Langley Field, cautioned reporters that the operation was to be only a bombing exercise using small bombs, and that "nothing spectacular" should be expected. The United States Shipping Board made available a World War I cargo ship, the 4,865 gross ton , that had been tied up in the James River for a decade. An Army minelayer towed the hulk to sea off Currituck Beach Light. The next morning, 11 August, Major Harbert A. Dargue led nine B-3A and B-5 bombers of the 2nd Bombardment Group, little different from the Martin NBS-1s that had destroyed the Ostfriesland, to locate and attack the Mount Shasta, but a combination of bad weather and failed communications resulted in the planes being unable to locate the ship. Further, the failure was witnessed by several dozen reporters, movie newsreel crews, a broadcast team from NBC radio, and observers from both the Army and Navy, some aboard airplanes that did find the ship. The Navy responded immediately with scornful public mocking of the effort. When a second attempt three days later scored only a few hits with inadequately small 300- and 600-pound bombs, and failed to sink the Mount Shasta, a pair of United States Coast Guard ocean-going tugboats used small guns to sink it. Despite its earlier disclaimer and subsequent explanations, the Air Corps was highly embarrassed by the incident, referred to as "the bombing flop" within the service. As a result, Andrews and six subordinates were replaced by incoming Chief of the Air Corps, Major General Benjamin Foulois, and the secretary of war recommended that the Air Corps' budget be slashed. Regardless of the MacArthur–Pratt agreement, the Navy had gone ahead with development of land-based patrol aircraft and expansion of its naval air stations, and in 1933 formally repudiated the agreement after Pratt retired. On 11 September 1935, the joint board, at the behest of the Navy and the concurrence of MacArthur, issued a revised joint action statement that reasserted the limited role of all Air Corps missions, including coastal defense, as auxiliary to the "mobile Army". However, long-range bomber advocates interpreted its language to mean that the Air Corps could conduct long-range reconnaissance, attack approaching fleets, reinforce distant bases, and attack enemy air bases, all in furtherance of its mission to prevent an air attack on America. Joint Air Exercise No. 4 . By the time of the interception, the bombers were redesignated B-17s. On 4 March 1937, the 2nd Bombardment Group, now commanded by Lieutenant Colonel Robert Olds, received the first of the newly developed B-17 Flying Fortress heavy bombers, with 12 delivered during the spring and summer of 1937. Designated the YB-17 because of its service-test status, the Flying Fortress was the first multi-engine long-range bomber acquired by the Air Corps, despite resistance from the Army General Staff over its necessity, and the centerpiece of the General Headquarters Air Force (GHQ Air Force). The B-17s made their first significant operational contribution during Joint Air Exercise No. 4, an Army–Navy summer maneuver conducted at sea, west of San Francisco, California. Authorized by a directive of President Roosevelt issued 10 July 1937, the exercise used the target ship Utah to represent a hostile fleet of two battleships, an aircraft carrier, and nine destroyers. A patrol wing of 30 Navy planes commanded by Rear Admiral Ernest J. King was assigned to locate the fleet, after which a force of 41 Air Corps bombers (including seven B-17s operating from March Field) would attack it. War Department orders limited the Air Corps aircraft to operating no more than offshore, even though the directive had specified an exercise area out to . The exercise began at noon on 12 August 1937 and was scheduled to end in 24 hours. After several hours of searching through a foggy undercast that extended offshore, Navy planes found the Utah from the coast and tracked it heading northwest. Air Corps bombers were sent to attack the ship but searched well into the evening without locating it. Admiral King then found an error in the Navy's position reports, which he later attributed to "clerical error". The Utah had actually been west of the search area provided to the Air Corps. Furthermore, the ship disappeared into the extensive low fog during the night, breaking the contact by the Navy's scout planes. The poor weather also prevented an early morning search for the Utah. Olds surmised that the Utah had feinted towards San Francisco, then reversed course to attack the industrial Los Angeles area. Accompanied by Major General Frank Andrews (commanding the GHQ Air Force), he flew in the lead B-17 above the clouds, patrolling an area offshore. A Navy patrol aircraft located the Utah at 11:00 steaming southeast off the coast. The 2nd BG bombers responded to the position report and located the Utah shortly before the noon termination of the exercise. From an altitude of 400 feet they attacked the former battleship with Navy-supplied water bombs. When the Navy protested the low-altitude attack, claiming that evasive action could have avoided the attack, both B-17s and B-18s repeated the mission the next day. They found the Utah and bombed it, with the B-17s bombing from 18,000 feet. The Air Corps produced photographs and bombing data that showed it achieved a higher percentage of hits and near-misses than earlier Navy tests, and the Navy subsequently had the exercise classified "Secret". The joint report sent to the president by the secretaries of the Navy and War omitted the information showing the success both in navigation and bombing. Despite the secrecy restriction, the success of the B-17s was leaked to radio commentator Boake Carter, who disclosed it to the public. In an attempt to overcome this compartmentalization, Andrews bypassed the chain of command on 8 January 1938, in a memorandum of his own regarding a minor joint air exercise held in November 1937 off the Virginia Capes. There four B-17s had found and successfully bombed Navy target vessels. Andrews sent a memo directly to Roosevelt's military aide, Colonel Edwin M. Watson, that included confidential Navy memoranda confirming the accuracy of the Army's bombing. ==Intercepting the Rex==

Northeast Maneuvers In May 1938 the Air Corps conducted one of the largest maneuvers in its history. 468 officers, 2,380 enlisted men, and 131 aircraft were drawn from all three wings of the GHQ Air Force and based at 18 airports in the northeast United States, "from Schenectady, New York, and Aberdeen, Maryland, westward to Harrisburg, Pennsylvania". Included were eight B-17s of the 2nd Bombardment Group. All were assigned as the "Blue Force" defending New England from the "Black Force", an attacking aircraft carrier fleet. The Navy, involved in fleet exercises off the West Coast, did not provide ships to play the role of the Black Force. Attached to the exercise was Lieutenant Colonel Ira C. Eaker, the Chief of the Air Corps' Information Division. Eaker, who had a degree in journalism and had just completed a course in news photography at the University of Oklahoma, used the maneuvers as a platform for publicizing both the capabilities and materiel deficiencies of the Air Corps. Hull suggested that an ocean liner be substituted for naval vessels. He learned that the Italian Line's was bound for New York and would pass the mark on 11 May. Eaker recommended the interception of the liner to General Andrews, who concurred and received approval from the office of the Army's chief of staff. Hull arranged to receive position reports from officials of the line. The chief of the Materiel Division's Photographic Section, Major George W. Goddard, flew co-pilot in aircraft No. 81 to document the mission using a specially-modified Graflex camera. Interception (right) during 1938 goodwill visit to Bogotá, Colombia At 08:30 on 12 May, the three B-17s had begun to taxi in a rain squall when a morning position report from Rex was relayed to LeMay. It indicated that the liner was then from New York, farther east than his original computations had placed it. LeMay's original flight plan had incorporated an area search if necessary, but weather conditions and the ship's distance from Long Island precluded that possibility. through rain, hail, downdrafts, and an intense headwind that reduced their ground speed by . until the B-17s had to separate to transit a cold front. At 11:15 they reassembled in clear weather on the other side, where LeMay checked their course again. At 12:23, the bombers broke out of a squall line, and Cousland in No. 81 immediately sighted the Rex. "There it is! There it is!" he transmitted by radio to the other pilots, "81 to 80, twelve o'clock." At 12:25, as predicted, the B-17s flew by the Rex while it was east of Sandy Hook. The aircraft reversed course and came up the ship's port side, with No. 82 flying wing on No. 80 "at smoke stack level". From the co-pilot's seat of No. 81, Goddard took a series of photographs with the Graflex. In the waist position of No. 80, Meloy made voice contact by radio with the ship's captain, who invited "all members of the flight to come down to lunch". In addition to the Rex episode, the May 1938 maneuvers conducted a well-publicized mock attack on New York City, and arranged the first voluntary blackout in the United States, also planned by Eaker, during a mock raid on Farmingdale, New York, on 16 May. ==Aftermath==

Impact The response of the War Department was to curb further expansion of the Air Corps and its roles. On 16 May, the day of the "Farmingdale raid", the Army's deputy chief of staff, Major General Stanley Embick, approved a request from Air Corps chief, Major General Oscar Westover, to substitute a single Boeing Y1B-20 (an advanced design of the Boeing B-15) for two B-15s ordered for Project A, the development program for the very long range bomber. On 9 June, however, Secretary of War Harry Woodring countermanded the approval, which he had endorsed only three weeks before. On 3 August, the Army went on to cancel orders for 67 more B-17s authorized under a "balanced" plan Woodring himself had put forth in March, instead allocating the funds to buy smaller combat aircraft, and forbade any further spending for R&D of long-range bombers. General George C. Marshall, who was soon to move up from head of the War Plans Division to be the Army's chief of staff, received personal instruction on the capabilities and strengths of long-range bombers from new Air Corps chief, General Henry H. Arnold. Operational restriction The day after the rendezvous with the Rex, Chief of Staff General Malin Craig telephoned Andrews and issued an order that restricted all Air Corps aircraft to operating within of the coast. Arnold, Eaker, Olds, and Lieutenant Colonel Carl Spaatz all believed that complaints from the Navy motivated the order. Spaatz, who personally answered the call, recorded that Andrews requested the order be issued in writing, but Arnold stated that he never saw a written order. while the second asserted that Craig was unhappy about not being provided details of the mission before it was publicly announced, and thus issued the order to ensure full notification before granting exceptions to the restriction. Deputy Chief of Staff Embick made the claim that the restriction had been issued only as a safety measure. A fourth historian, in a biography of Arnold, stated that the restriction had actually been promulgated on 1 September 1936, at the insistence of the Navy, but was not enforced by Craig until after the Rex incident. In any event, the restriction fomented further interservice enmity between the Air Corps and the Navy that did not abate until World War II. Emmons, who succeeded Andrews as commander of GHQ Air Force, complained in his "Report on Annual Tactical Inspection", dated 28 July 1939, that because of the operational restriction, navigation training in the Air Corps had suffered. Despite this, exceptions to the restriction quickly became the norm. Only a month after the interception of the Rex, B-17s intercepted the 22,000-ton liner at sea on 12 June, and aircraft based in Hawaii twice located Army transports at similar distances during the summer of 1938. His "exile" However, Andrews was killed in the crash of a Consolidated B-24 Liberator long-range bomber in Iceland in May 1943 while returning to Washington, D.C. Captain Archibald Y. Smith was promoted to colonel during World War II, commanded the 452nd Bomb Group (B-17) in the U.K., and became a prisoner of war in July 1944. Continuing his career after the war in the United States Air Force, he died in the crash of his Douglas B-26 in Oregon in April 1949. Cousland also became a colonel and commanded the first B-17 group in England, the 97th BG, although he was relieved of command by Colonel Frank A. Armstrong just before it was to go into combat. Cousland finished the war commanding the 21st Bombardment Wing, a processing unit for personnel returning from overseas. Seven of the participants became general officers. Hull was recalled to active duty to be an intelligence officer in World War II, then remained in the Air Force as a career. He retired as a brigadier general in 1964. Meloy served as a brigadier general in the Air Transport Command and retired in 1946. Goddard was recognized as the principal aerial photography expert of the USAF and retired in 1953 as a brigadier general. Caleb V. Haynes and his crew won the MacKay Trophy in 1939 flying an earthquake relief mission to Chile in the Boeing XB-15, and delivered the first B-24 Liberator to the UK, pioneering the northern Atlantic route in July 1941. Assigned initially to the Tenth Air Force, he was the first commander of the Assam-Burma-China Ferry Command, the airlift operation flying supplies over the Hump to China. Haynes went on to command the bombers of the China Air Task Force under Major General Claire Chennault, became a brigadier general, commanded the India Air Task Force, and retired from the USAF as a major general in 1953. Olds (whose son, Brigadier General Robin Olds, became a fighter pilot icon), was promoted to major general and commanded the Second Air Force, but died of a heart-related condition in April 1943 at the age of 46. Eaker and LeMay had important roles as commanders in the strategic bombing campaigns of World War II. Eaker took command of the Eighth Air Force in 1942, and the Mediterranean Allied Air Forces in 1944. He retired in 1947 as a lieutenant general, but was promoted on the retired list to 4-star general in 1985 in recognition of his accomplishments. In the autumn of 1942, LeMay led the 305th Bomb Group, one of the four "pioneer" B-17 groups of the Eighth Air Force. He advanced to higher commands in the Eighth Air Force before holding a series of Boeing B-29 Superfortress commands in the Pacific in 1944–45, culminating in command of the Twentieth Air Force. LeMay commanded and reorganized the Strategic Air Command into an instrument of national policy and became the fifth Chief of Staff of the United States Air Force in 1961. Beaufighter, climbing away after strafing Rex (8 September 1944) Laid up in Trieste harbor, Italy, by the war, Rex was seized by Nazi Germany when Italy changed to the Allied side in 1943. On 8 September 1944, south of Trieste she was attacked twice by Royal Air Force Bristol Beaufighters. She was set on fire and listing by rockets and cannon shells. Following a second attack by RAF and South African Air Force Beaufighters Rex rolled over and sank. The purpose of the attack was to prevent her from being used to block the harbor entrance. The wreck was partially scrapped in the 1950s, but around one-third of it still remains. The YB-17s quickly became obsolete and were transferred in October 1940 to the 19th Bomb Group at March Field, California, when the 2nd BG acquired newer models. During World War II they operated again at Langley Field until mid-1942. GHQ Air Force assumed its designated wartime role in November 1940, was renamed Air Force Combat Command in June 1941, but went out of existence in March 1942 in a major reorganization of the United States Army Air Forces. ==Notes==

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