RC-135 pilot interview: Cold War Spyflights

RC-135_Rivet_Joint_in_flight.jpg The RC-135 has been quietly snooping and changing history for almost 60 years. Robert Hopkins flew the RC’ in the heat of the Cold War, braving intercepting MiG-31s and other threats to eavesdrop on the US’ potential enemies and hoover up vital intelligence for Presidents and generals. We met him to find out more. What is the best thing about the RC-135? “That’s a tossup: It has one of the best mission in the world, and it is crewed by some of the best people in the world. They naturally gravitate toward one another.” ggg.png What were your first impressions of the aircraft? “I saw RC-135s at Offutt AFB during the early 1970s while I was in high school in nearby Bellevue, NE. My favorite was the COMBAT SENT with the rabbit ears and cheeks. It was very “bad assed” looking, which was all that mattered to an impressionable teenager. The day I arrived at Eielson AFB in 1987 as a new copilot I saw RC-135S 61-2663 on the ramp, and was struck with an extraordinary sense of responsibility. I would be part of a team that flies an amazing technical intelligence platform on short-notice launches from one of the world’s most inhospitable locations on a mission of such national importance that its results are often briefed at the highest levels of government. I also fell in love with the black wing, which remains on the CBs to this day as a symbol of the airplane’s importance and legacy.” Tell me something I don’t know about the type? “Despite the long association of the 55th at Offutt AFB and the RC-135, the early years of RC-135 operations were developed by other units. The first ‘135 reconnaissance mission was undertaken on 30th October 1961 by a rapidly modified JKC-135A SPEED LIGHT-ALPHA to monitor the Soviet “Tsar Bomba” atmospheric test at Novaya Zemlya. This was flown by SAC tanker crews (there were subsequent missions) drawn from air refueling squadrons. The next ‘135 reconnaissance missions were flown in January 1962 by a KC-135A known as NANCY RAE, with crews from Wright-Patterson AFB operating from Shemya AFB, AK. This was later redesignated as a JKC-135A and then WANDA BELLE and finally the RIVET BALL RC-135S. In December 1962 this was joined at Eielson AFB by three KC-135A-II OFFICE BOY COMINT/ELINT platforms. The three SPEED LIGHT airplanes were based at Offutt AFB beginning in 1963 and assigned to the 34th AREFS, but at this time the 55th SRW still flew RB-47s and was based at Forbes AFB, KS. The 55th did not receive its first RC-135s until it relocated to Offutt in 1966 and acquired the BIG TEAM RC-135B/. The SAC reconnaissance community is fairly small, and crews served in both units (as did I). It remained a matter of some pride, however, for the 4157th SW (later 6th SW/SRW) that the original RC-135 recon jets (especially those configured for aerial refueling like the RC-135S and KC-135A-II) were not 55th SRW assets. All in good spirits, unless fueled by “spirits.” Why is it important? “The RC-135 fleet (and its predecessors) entered service as a strategic peacetime asset, and flew missions as part of the Peacetime Aerial Reconnaissance Program (PARPRO). The airplanes served two roles: detection of long-term preparations for any impending attack on the US and its allies, and collection of intelligence data essential to allowing Strategic Air Command (SAC) and its successor to fulfill its Single Integrated Operations Plan (SIOP), the heart of “Deterrence”. Since DESERT SHIELD and DESERT STORM in 1990/91, however, the RIVET JOINT mission has faded from view in light of the shift in focus toward “warfighter support” in the seemingly endless conflicts in Afghanistan, Iraq, and Syria, as well as counter-narcotics operations in the Caribbean and Central America, and events in North Korea and the South China Seas. It’s become increasingly difficult to separate these two peacetime and wartime functions, especially as new technologies alter the environment and platforms.” Any tips for the new RAF RC-135 crews? “Learn everything there is to know about your airplane and its mission, no matter what position you’re assigned. What you do is vitally important, and you need to do it very well and without hesitation. Although it may seem that your mission supports combat operations, it is equally essential in preventing unanticipated conflict—you are at the front line of peace. Never lose sight of this dual purpose.” Worst behaviour you saw on an RC-135 mission or base? 
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Hopkins’ first combat flight.

“I see it today at command levels and higher. RC-135s that are intercepted are “victims” of “unsafe and unprofessional” hostile aircraft. This is cowardice to say. For decades reconnaissance aircraft have been intercepted in far more dangerous ways than getting “thumped” over the Baltic. Aircraft (RB-29s, RB-50s, RB-47s, P2Vs, etc.) have been shot down and crews lost. The RC-135 mission is not a business endeavor but a military operation. To reduce it to “unprofessionalism” ignores the critical nature of the mission: if the interceptor forces the RC-135 to go home, the interceptor “wins” and the RC “loses”, which means that the airplane and crew were needlessly put at risk without the fullest confidence from their commanders that they could accomplish the mission safely under extremely hazardous conditions. This is largely due to commander risk aversion—“not on my watch.” Commanders should focus on getting the mission done rather than protecting their promotion opportunities. There have been only TWO recon collisions since 1946 (a FLANKER clipped a Norwegian P-3—both landed safely, and a PRC J-8 hit a USN EP-3E; the J-8 was lost and the EP-3E compromised). Characterizing every encounter today as “dangerous” belittles real risk and reflects a lack of historical understanding of the mission and its requirements. As the motto says, “Recon is my life, danger is my business.”

Cold War spy flights What were US recce aircraft doing in the Cold War?

“As I noted in an earlier answer, they had two primary roles: early long-term warning of an impending attack by the USSR and its allies and to acquire intelligence needed to fulfill the deterrent strike mission. Most of this was undertaken by SAC to meet its intelligence requirements, but the US Navy flew a fair number as well, as did USAFE and PACAF in “electric” C-130s. Other nations did too, with both Britain and Sweden building modest but successful programs early on, followed by other North Atlantic Treaty Organization (NATO) countries. We shouldn’t forget the CIA missions, including the 24 total U-2 overflights of the USSR (small by comparison to the 156 RB-47 overflights in 1956 alone).” 960601-F-6300R-041.JPG Was it dangerous? What mistakes were made? “These were very dangerous missions, not only because the USSR, PRC, and North Korea were willing and able to attack them and shoot them down, but because the airplanes were not always reliable or were too old. Sending RB-29s or RB-50s on missions where they were subject to attack by MiG-15s or MiG-17s was a horrible mismatch. Airplanes also struggled with breaking or other maintenance issues. No doubt there were ill-considered decisions to undertake specific missions, and the subject of overflights remains highly contentious. In general, however, decision makers in the West acted out of genuine desperation to acquire intelligence they considered critical to the survival of the West in the face of what they saw as an existential communist threat to the liberal capitalist world order.”
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What was the worst thing about the RC-135? 
“It’s hard to think of something bad to say about the RC-135. It was well designed as an airplane and the modifications added to its operational success.
As with any long-serving aircraft, and especially one with a very small fleet, it has its share of maintenance problems. Jets break unexpectedly and the maintenance folks work miracles in getting them flying again. The problem is not that this happens, but that increasingly this has become accepted as “normal”. I don’t ever recall having fumes in the cockpit during receiver air refueling in any RC-, EC-, or KC(RT), but it is a regular event these days (even raw fuel gushing into the Nav’s station), and commanders downplay this as not an emergency. The OPEN SKIES OC-135s and CONSTANT PHOENIX WC-135s, both flown by the 45th RS, have the worst maintenance record in the Air Force.
Until unit commanders admit they have a maintenance problem, maintenance commanders decide it’s time to stop doing things “the way it’s always been done” (then why do jets experience repeat failures of the same system after it’s “fixed”?), the Department of Defense decides that the RC-135 fleet is a top priority for all services, and Congress decides to spend the money to buy a new airframe, these 60+ year-old jets will continue to break and needlessly put crews and missions at risk.”
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A typical day at Shemya.

What was your most notable mission?
“There are a lot of candidates for “most notable mission:” first flight at Castle AFB in KC-135A 57-1432, first receiver air refueling in KC-135A(RT) 60-0362, first ops sortie and first MiG-31 intercept in RC-135S 61-2663, longest unplanned sorties in RC-135S 61-2663 (20.1 hours), first combat mission in RC-135V 63-9792, or final flight in RC-135W 62-4131.
The one that stands out the most is the first operational sortie in the RC-135X COBRA EYE. After a couple of years’ delay, the RC-135X (62-4128) finally arrived at Eielson AFB in August 1989. It was sponsored jointly by the US Army and the Strategic Defense Initiative Organization (SDIO), and cost $1.4 billion dollars, making it among the single-most expensive airplanes in the world (and the most in the USAF at the time). The airplane carried a cryogenically cooled optical sensor in a compartment that was opened in flight. The super-cooled sensor could detect and discriminate objects based on their thermal signature, which would allow planned SDI defenses to target incoming warheads while ignoring decoys and other junk.
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Hopkins’ first KC-135 flight.

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RCX at Semya.

Larry Weber’s crew was primary for the COBRA EYE, as they brought it up from E-Systems and flew it to The Rock for its initial deployment. After two weeks the airplane hadn’t flown any ops sorties (just a few local check-out flights), so Weber’s crew came home and our crew replaced them. I was the copilot on Bill Zehner’s front-end flight crew, and Robert “Bo” Marlin was in charge of the back-end mission crew.
The first-ever ops sortie came on 15th August with mission TA016, call sign Blind 23. We had an alert launch (respond to airplane, back out of the new hangar, and launch radio silent all within 15 minutes) and headed to the sensitive area to await the incoming ICBM. After an hour or so we received an “X-Ray” notification that the launch had occurred and could expect re-entry within the next 30 minutes. As fate would have it, suddenly all the back-end computer systems shut down. We scrambled to reset everything from front-end electrical power to back-end computers—even the coffee maker! It must have been our lucky day, however, as everything “came back up” with about five minutes to spare. The sensor worked perfectly and we collected on the re-entry warheads and other items.
Our crew received the Air Force Association’s General Jerome F. “Jerry” O’Malley Award for the Best Reconnaissance Crew in the Air Force for 1989, the first RC-135 crew to receive this prestigious award. Jerry flew the first SR-71 ops sortie over North Vietnam in 1968, and was a good friend of our family from his time as a B-47 pilot with my dad at Plattsburgh AFB, NY. It’s a real honor to receive this award named in his memory. By the way, 62-4128 is still flying, although it has been converted into an RC-135S COBRA BALL.”
What was the legal status of reconnaissance flights? “Peripheral reconnaissance flights were and are legal under a variety of international agreements (Paris, 1919, Chicago, 1944). Even the USSR accepted that peripheral recon missions were legal, although they justified attacking them on the grounds that they had (or could) violate sovereign airspace, which was just an excuse for their unwarranted actions. Overflights were a different matter. By themselves they were not a casus belli, a reason to declare war. Neither Eisenhower nor Khrushchev was willing to launch Armageddon over a U-2 overflight. When they met at Camp David in September 1959, the U-2 overflights did not come up. Ike didn’t want to rub them in and Nikita didn’t want to admit vulnerability. Both accepted them as part of espionage in general. As aerial reconnaissance maven Dick Leghorn opined, the world should understand that an overflight is no different than a spy mission, and once the world accepted this there would be a significant reduction in tensions associated with these missions.  Do you think all reconnaissance missions were necessary, ethical and effective? Eisenhower_official.jpg “All” is such a big basket. In general, they were necessary to reassure Western leaders that the threat from the secretive USSR was only hypothetical. In that case they were both ethical and effective. Conversely, many of the flights led to increased demands for atomic weapons and delivery systems to destroy the—literally—thousands of new targets discovered. U-2s alone added 20,000 designated ground zeros (DGZs) to the potential target list. This led directly to inflated demands for strategic weapons, which Eisenhower correctly criticized (but could not prevent) in his remarks about the military industrial complex using taxpayers’ money to support corporate profits based on unnecessary defense acquisitions driven in large part by intelligence collected from aerial reconnaissance missions.” What was Britain’s role in Cold War spy flights? “Britain had a unique place. It served as a base for US peripheral missions from the late 1940s until today. In the early 1950s, RAF crews flew SAC RB-45s seconded to RAF Sculthorpe on nine overflights of the USSR under the JU JITSU and JU JITSU II missions, and allowed one SAC RB-47E overflight of Murmansk in 1954. Britain originally agreed but later rejected to host CIA U-2 operations in 1956, which were relocated to Wiesbaden, FRG, and RAF pilots flew two U-2 overflights of the USSR. The loss of the RB-47H on 1 July 1960 changed the way Britain did business with the US. All future missions were subject to approval by the Prime Minister.” 090824-F-1234S-002 “Britain had its own aerial reconnaissance capability, known as “radio proving flights” for ELINT and COMINT, and flew high-altitude Canberra PR.9s on peripheral PHOTINT missions. I agree with U-2 expert Chris Pocock and others that the alleged 1953 UK ROBIN overflight of Kapustin Yar is a myth. In recent years RAF’s 51 Squadron has fulfilled the strategic reconnaissance role, and suffered a terrible loss of life in Afghanistan. I understand the concerns about replacing the aging Nimrod MR.1 ELINT platform with a similarly ancient RC-135 that has less ELINT capability and more COMINT capability.”
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Canberra PR.9

Did all spy flights have the overview of national leaders? Did leaders always know what was happening and approve? “Despite dramatic books, articles, and TV shows to the contrary, there is no verifiable evidence that these missions were undertaken en masse by military commanders intent on provoking World War Three. I believe I thoroughly debunked all of these claims in my book Spyflights and Overflights: US Strategic Aerial Reconnaissance, 1945-1960. As more and more documents are declassified, there is little doubt that Truman and Eisenhower knew about and approved all of US reconnaissance missions, including overflights. Writing in the pages of The New Yorker that Curtis LeMay wanted SAC recon flights to start global war on his terms without any supporting evidence of any kind may sell magazines but it isn’t history and it isn’t true.” Why did the USSR not fly spy missions above the USA? “It didn’t have to. To collect information on current B-36 production and operations, for example, Soviet spies operating freely within the United States could drive to Fort Worth and take pictures of the Convair production line or Carswell AFB, count the number of B-36s and their huge nose numbers, and report this to the Kremlin, along with latitude and longitude of everything on base. I recall sitting on alert and being told there was a “watcher” parked off the side of the road near the alert facility. A free society inherently allows foreign intelligence collection. The USSR did establish a very modest ELINT program, and the loss earlier this year of one such airplane off Syria reflects this long-standing effort that was primarily conducted in the Baltic and around Western aircraft carrier groups.” Were any spy flights shot down? What happened?
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US Navy PB4Y Privateer

“The first US reconnaissance flight to be shot down (others had been attacked) was a US Navy PB4Y Privateer over the Baltic in April 1950, and the last was a US Navy EC-121 off North Korea in 1969. There are many fine histories of all of these losses, including my own Spyflights and Overflights, as well as By Any Means Necessary, The Price of Vigilance, and The Little Toy Dog.”
Lockheed_EC-121M_with_F-4B

US Navy EC-121

It is worth noting that there remains no evidence that any of those airmen who may have survived the loss of their aircraft were incarcerated in Soviet prisons (Taiwan and PRC are a different matter). While there have been reports of survivors, none have been corroborated, and I think it’s a disservice to the crewmen and their families to perpetuate “conspiracy theory” quality claims.

What is the RC-135 and what do they do?

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Hopkins’ last RC-135 flight.

“RCs have three distinct mission:

The RIVET JOINT V/Ws have an ELINT/COMINT mission,

(ELINT or Electronic intelligence is intelligence-gathering by electronic sensors. The purpose is often to assess the capabilities of a target, such as the location and nature of a radar)

the COMBAT SENT Us have a specialised ELINT mission

(According to the USAF website, “The RC-135U Combat Sent provides strategic electronic reconnaissance information to the president, secretary of defense, Department of Defense leaders, and theater commanders. Locating and identifying foreign military land, naval and airborne radar signals, the Combat Sent collects and minutely examines each system, providing strategic analysis for warfighters. Collected data is also stored for further analysis by the joint warfighting and intelligence communities. The Combat Sent deploys worldwide and is employed in peacetime and contingency operations.”)

and the COBRA BALL Ss have a MASINT/TELINT mission.”

(Measurement and signature intelligence (MASINT) serves to detect, track, identify or describe the signatures (distinctive characteristics) of fixed or dynamic target sources. This often includes radar, acoustic intelligence and nuclear chemical & biological intelligence.)

What should I have asked you? ycjcitfebhclb4qzrqn9 “My favorite intercept took place on 3 October 1988 while flying RC-135S 61-2662 with Major “Mad Jack” Elliott off Kamchatka. While proceeding northbound in our orbit I noticed a glint well off to the northeast. I followed it a bit, and figured it was an Il-76 on a cargo mission from Anadyr to Petropavlovsk. It disappeared and we continued our orbit. We had a quick visit by a MiG-31 ‘Foxhound’ from “Pete”, and then it was all quiet again on a sweet sunny afternoon. Shortly thereafter (again while heading north) I was stunned as a Tu-16 ‘Badger’ pulled up on our right wingtip in the tightest formation you could imagine. I waved to the pilot and he waved back. I broadcast the required HARVARD message (indicating that we were intercepted in international airspace) and then resumed our mission business. The Tu-16 stayed parked on our wingtip for the two hours or so. It was a beautiful thing to watch. By this time we still had a lengthy launch window to cover and were running low on fuel, so we left the orbit and sensitive area to head to our tanker. The ‘Badger’ remained tucked into position. As we approached the tanker, their boom operator squeaked over the radio something like: “COBRA 55 do you know you’re not alone?” “Roger, we know.” “What should I do?” “Well, if he wants gas, give it to him.” As we moved forward to the pre-contact position I noticed there was now a person with a huge movie camera in the plexiglas dome atop the fuselage aft of the cockpit. He filmed the entire air refueling procedure in close-up detail. After we had received our fuel I motioned for the BADGER to move into the recontact position (visions of a cover photo for Aviation Week danced in my head), but he declined. The pilot waved goodbye and headed south. I sent out our BROTHER message that our escort had departed and that was that!” A-6E_VA-95_Tu-16_1982.jpeg “As best as I can guess, the Soviets wanted detailed video of a boom air refueling to evaluate. As we know they stuck with the probe-and-drogue method, but this mission likely provided them with data on how the boom worked. There was no Soviet ICBM launch that day, and we headed back to The Rock after a 10.2-hour sortie.” Tell me something most people don’t know about Cold War spy flights? “There were a lot more than U-2 overflights to Cold War reconnaissance. There were just 24 CIA U-2 overflights of the USSR from 4 July 1956 to 1 May 1960. From March to April 1956 there were 156 RB-47E/H overflights of the USSR, although this was the single largest event.” 55th_Strategic_Reconnaissance_Wing_-_Boeing_RB-47H-1-BW_Stratojet_53-4296 Comparatively there were tens of thousands of peripheral reconnaissance missions around the Communist bloc between 1946 and 1992. SAC averaged 50-60 per month at the height of operations, not to mention US Navy and allied-nation flights. What is a popular myth about aerial reconnaissance? “The single most popular myth is that these flights threatened the Soviet Union and were, in the words of US diplomat George Kennan, “indistinguishable from a state of war.” We now know (to quote a book title) that the flights were far less provocative to Soviet leaders. Declassified documents from the Soviet era, interviews, and brilliant scholarship (such as William Taubman’s biography of Khrushchev) show that the flights had little impact beyond irritants and “theater” at the UN or in the pages of the New York Times. By the time of Stalin’s death in 1953, attacks on Western reconnaissance aircraft began to dwindle as Soviet defense capabilities improved sufficiently to identify and track peripheral missions without the need to attack them. The evidence is compelling, and by 1960 these flights had become so routine that the Soviets could actually predict the exact arrival of WC-135s on daily aerial sampling missions, for example, and these were never considered a threat (the 1960 RB-47H loss was purely political, a decision made by Khrushchev).” F-105_hit_by_SA-2_over_Vietnam.jpg About the pilot What is your rank and unit, and when did you serve? “I entered the USAF as a Second Lieutenant in 1984 after commissioning at Officer Training School (“90 Day Wonder”). I had three operational assignments: 70th AREFS at Grissom AFB, IN, 24th SRS at Eielson AFB, AK, and the 38th SRS at Offutt AFB, NE. I separated from the AF as a Captain after returning from DESERT STORM in 1991.” Which types have you flown? During training I flew the T-41A, T-37B, and T-38A. Operationally I flew 17 different types of ‘135 tankers, airborne command posts, and reconnaissance platforms [KC-135A, A(RT) D, E, E(RT) R, Q, EC-135C, G, L, TC-135S, W, and RC-135S, U, V, W, X] I also flew the T-37B in the Accelerated Copilot Enrichment (ACE) program, and logged pilot time in the OA-37B and F-15D.

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The Supersonic Rotor Helicopter

Westland SSRH 02 lrg (1) (2).jpgToday, thanks to former Head of Future Projects at Westland Helicopters, Dr Ron Smith, we have gleaned further information on this intriguing, and potentially world-beating, project. 

“The Supersonic Rotor Helicopter. this was a project
completed by the long-term Future Project Office prior to my joining
Westland in October 1975. A report summarising the work was needed to
secure contract payment and I was tasked with pulling it together
(based on the work already conducted by others).

The SSRH proposition is based on the fact that if you increase the
rotor tip speed, the retreating blade stall boundary goes out to a
higher helicopter forward speed. (It’s a function of the ratio of
forward speed to tip speed, which is known as the Advance Ratio).

Suppose the tip speed is Mach 0.6 and at a particular blade loading
(think weight), the retreating blade limit is at an advance ratio of
0.3. That means that retreating blade stall will occur at Mach 0.18
(about 230 mph). In this case, the VNE might be say 210 mph (10%
margin).

S4DVqy-Q-2

If you double the tip speed to M=1.2, you can, in principle, fly at the
same advance ratio at double the speed (roughly 400 mph).

The study report (early 1976) looked at the shock wave propagation
geometries and a relatively basic performance calculation, in the
context of various designs targeted at naval roles. A range of
different tip Mach numbers were studied. WG32 was one of the sample
layouts (looking at them now, it appears that single, twin and three
engine variants were schemed). As far as I can tell, they were not
allocated separate WG numbers.

The obvious potential issues would be external noise and high power
requirements. But, in principle, it ought to work.

Although I wrote the report, I was not involved with any customer
meetings, but the feedback I was given by the Research Director was
that both he and the customer were very pleased with the report.

This was a piece of research to examine feasibility and highlight risks
and issues. I would imagine that it was felt that there was too much
risk to go down this route when conventional helicopter solutions could
probably provide adequate operational performance with lower risk in a
shorter timescale.

(Studies had already been completed on WG26 (Multi-Role Fleet
Helicopter) which went on via WG31 (Sea King Replacement) and WG34 to
become EH101 / Merlin).

I was not involved in any of these airframe studies, other than some
limited supporting work that I contributed to, in respect of the stall
flutter analysis of what became the BERP rotor blade.”PtVgAtsk.jpg

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My favourite Spitfire #5 – Supermarine Spitfire P.R. Mk. XI


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In World War II, aerial photo reconnaissance was scientific — a rigorous and methodical observation of the enemy’s strength. The Photo Reconnaissance Spitfire became the chief Allied tool of this undertaking, alongside the de Havilland Mosquito. Allied aerial reconnaissance gave the Manhattan Project and Bletchley Park a run for their war-winning money for its scale and cleverness. Within this effort, the Supermarine Spitfire excelled as an intelligence-gathering machine whose pilots had a secretive, heroic job performed alone over enemy territory.

The Spitfire, born as a fighter, roared into this new role with alacrity. Before even the Battle of Britain it was serving the PR mission with aplomb. Cameras, with lenses wider than our heads, displaced guns. This brought extra capacity for missions eventually to Norwegian fjords, radar sites in occupied France, German industrial cities. Never glamorous in appearance, the P.R. Spits wore mostly grey-blue or dull pink paint schemes, like something from our stealthy era.

Pride of the Kriegsmarine, the battleship Bismarck, was spotted readying for her fatal high seas debut by a P.R. Spitfire pilot. The very last Royal Air Force operational flight by a Spitfire utilised a P.R. Version, in 1954! All the milestone editions of the Spitfire included camera-equipped versions. The P.R. Mark XI, in the very middle of the Spitfire line, is a wonderful thing. Look for camera ports, pointy fin and rudder and an enlargement to the underside of the nose for the bigger engine oil tank needed on those long, cold flights that helped win a war.

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Stephen Caulfield is a civilian employee of the Salvation Army “stationed” on the frontlines of North American consumer insanity in a modern recycling plant where he finds the occasional Spitfire.

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Spitfire to Berlin?  – Making Supermarine’s Finest an Escort Fighter

Supermarine_Spitfire_Mk_XIVe_RB140_in_March_1944._This_aircraft_served_operationally_with_Nos._616_and_610_Squadrons,_but_was_destroyed_in_a_landing_accident_at_Lympne_on_30_October_1944._E(MOS)1348.jpg

Could the Spitfire have equalled the Mustang in range and capability as an escort? Paul Stoddart examines some development options and suggests what might have been achieved.

Notes:

All fuel capacities stated in this article are in Imperial gallons (equal to 1.20 US gallons).

Fuel tank capacities (and other aircraft figures) often vary somewhat from source to source. The author has used either the most common or the most authoritative figure. The actual variations are, in any case, so small as to make no difference to the essential argument and findings.

“The war is lost”, said Luftwaffe chief Herman Goering, on seeing Mustangs flying over Berlin. It was a remarkable achievement, a single-engined fighter with the range of a bomber. P-51s based in south-east England could fly the 1,100-mile round trip yet still win air superiority deep in Germany. The first such missions were flown in March 1944 and they were decisive. Merlin-powered Mustangs enabled the USAAF Eighth Air Force to prosecute its daylight campaign without the crippling losses it endured during 1943. The question remains, could Spitfires have flown that mission and flown it a year earlier? Could the Mk IX have taken on that role from the autumn of 1942? It is arguable that earlier success of the Eighth’s campaign would have hastened the end of the war in Europe. Bringing VE-Day forward even by a few months would have had significant implications and benefits; in particular, a smaller proportion of Central Europe might have fallen under Soviet control. The distinguished historian, Hugh Trevor-Roper once commented, “History is not merely what happened; it is what happened in the context of what might have happened. Therefore it must incorporate the might-have-beens.” An escort Spitfire was a might-have-been with much potential but before assessing the possible development routes, the actual design and development of the aircraft should be considered. To put the analysis in context, the role of the escort in the Eighth’s campaign will also be described.

Spitfire: Range on Internal Fuel

A_Supermarine_Spitfire_Mk_IXE_of_No._412_Squadron_RCAF,_armed_with_a_250-lb_GP_bomb_under_each_wing,_taxies_out_for_a_sortie_at_Volkel,_Holland,_27_October_1944._CL1451.jpg

Although the Spitfire remained in the front rank of fighters throughout World War II, it never made the grade as a long-range escort. Specified as a short-range interceptor with the emphasis on rate of climb and speed, it is unsurprising that fuel load was not the Spitfire’s strongest suit. Throughout its life, the core of the Spitfire fuel system remained essentially similar although with several variations on the theme (See table 1). The Mk I carried 85 gallons of petrol internally in two tanks immediately ahead of the cockpit. The upper tank held 48 gallons and the lower 37. This arrangement was used in the majority of the Merlin fighter marks: II, V, IX and XVI. (By comparison, the Bristol Bulldog of 1928, with only 490 hp, carried 106 gallons). Later examples of the Mk IX and Mk XVI featured two tanks behind the cockpit with 75 gallons (66 gallons in the versions with the cut down rear fuselage). The principal versions of photo-reconnaissance Spitfires used the majority of the leading edge structure as an integral fuel tank holding 66 gallons per side. As this required the removal of the armament, it was not an option for the fighter variants. Capacity was increased in the Mk VIII (which followed the Mk IX into service) with the lower tank enlarged to fill its bay and holding 48 gallons. Each wing also held a 13-gallon bag tank in the inboard leading edge (between ribs 5 and 8) to give a total internal load of 122 gallons, a 44% increase on its forerunners. Eighteen gallon leading edge bag tanks were also fitted in some late Mk IXs. Fitting the Griffon in the Spitfire’s slim nose displaced the oil tank from its original ‘chin’ position to the main tank area. This reduced upper tank capacity by 12 gallons but all Griffon Spitfires, bar some Mk XIIs, featured the 48-gallon lower tank. It is worth noting that the PR Mk VI had a 20-gallon tank fitted under the pilot’s seat although no other mark of Spitfire appears to have used this option. On 85 gallons of internal fuel, the Mk IX had a range of only 434 miles; the Mk VIII, reaching 660 miles on 122 gallons, was still short on reach.

 

Table 1. Spitfire Internal Fuel CapacitySpitfire Range Extension -External Fuel

The slipper tank was the standard range extender on the Spitfire and some 300,000 were built in a variety of capacities and materials. Fitted flush on the fuselage underside ahead of the cockpit, the slipper tank was essentially a trough whose depth varied in proportion to volume. The 30, 45 and 90-gallon versions were used on fighter missions with the 170-gallon tank reserved for ferry flightsonly. The drag penalty imposed by slipper tank carriage was relatively high compared to the later ‘torpedo’ style drop tanks that were mounted on struts clear of the fuselage (see table 2). Compared with the slippers, the torpedoes were little used. All tank types could be jettisoned although this was normally only done when operationally imperative.

In the USA, two Mk IXs were experimentally fitted with Mustang 62-gallon underwing drop tanks. These were of metal construction and of teardrop form. The Aircraft & Armament Experimental Establishment (A&AEE) at Boscombe Down tested the jettison properties of this tank from the Spitfire. At 250 mph, the tanks jettisoned cleanly but at 300 mph the tail of the tank rose sharply and struck the underside of the wing heavily enough to dent the skin. Although this failing was presumably not beyond correction, the 62-gallon tank appears not have been adopted for operational use. Nor has the author found any record of even a trial fit of the underwing 90-gallon Mustang tank on the Spitfire. These tanks were of cylindrical form and made of a plastic/pressed paper composite. Filled just before use, they had only to remain fuel tight for the first two hours or so of the sortie after which they would be jettisoned. Unlike a discarded metal tank, the plastic/paper versions were of no value to the enemy and, being ‘one-use’ only were routinely jettisoned when empty.

Slippers and torpedoes – Spitfire drop tanks

Tank capacity (gal)

Tank type

Total tank drag (lb) at 100 ft/sec at sea level

100 ft/sec = 68 mph

Tank drag (lb) at 100 ft/sec at sea level per 30 gal

Relative tank drag at 100 ft/sec at sea level per 30 gal where 45 gal torpedo is unity

30

Slipper

6.7

6.7

3.53

45

Slipper

7.0

4.7

2.47

90

Slipper

8.8

2.9

1.53

170

Slipper

35.0

6.1

3.2

45

Torpedo

2.8

1.9

1.0

170

Torpedo

8.6

1.5

0.79

Table 2. Spitfire Drop Tanks: Capacity and Drag.

The Need for Long Range Escorts

The greatest need (and opportunity) for a long-range escort Spitfire was between August 1942, when the Eighth Air Force began its daylight campaign over Europe, and early 1944 when the Merlin Mustang appeared in strength. In August 1942, the Mk IX Spitfire was Fighter Command’s leading interceptor but, as it had only been in service for a month, the less capable Mk V still made up the bulk of front line strength. The Eighth’s first target (using the B-17E Flying Fortress) was the French town of Rouen and, given its proximity to England, Spitfires provided the escort. For targets deeper in Europe, the Spitfire’s short range was a severe limitation and precluded it as an escort. P-38 Lightnings arrived in the UK during the summer of 42 but this large aircraft (its empty weight was double that of the Mustang’s) was at a disadvantage in combat against the Messerschmitt Bf 109 and the nimble Focke Wulf Fw 190. The P-47 Thunderbolt began escort duties in April 1943 but even with 254 gallons of internal fuel (three times the Spitfire’s load) this thirsty beast lacked the range for deep escort. Adding a 166-gallon drop tank significantly increased the Thunderbolt’s radius of action (though not to Mustang standards) and long-range escort missions were flown from April 1943. Although a capable high level fighter, at low and medium altitudes the P-47 could not match the defending German interceptors for climb or manoeuvrability. It was the advent of the Merlin Mustang in December 1943 that firmly shifted the balance in favour of the Eighth Air Force.

During 1943, the Eighth suffered such heavy casualties as to make deep raids unacceptably costly.

The figures are sobering. In April, during a raid on Bremen, 16 bombers were lost out of 115; a loss rate of 14%; 4% is considered the maximum loss that can be sustained in the medium and long term. In June, 22 bombers were lost out of 66 (33%) and in July, 24 from 92 (26%) were downed; the targets were Kiel and Hanover respectively.

The case that fighter escort could have helped shorten the war is supported by the example of Schweinfurt. Lying to the east of Frankfurt, Schweinfurt was the centre of ball bearing production in wartime Germany. Ball bearings are essential for armaments and Allied target planners correctly identified the Schweinfurt plants as being crucial to the Nazi war effort. A raid in August 1943 cut production by 38%. According to Albert Speer, the Reich Minister of Armaments, prompt further attacks would have had a severe, even catastrophic, effect on the Nazi war machine. In the event, the heavy losses of the first raid delayed the second to October by which time production had been built up again. Despite this, the second raid reduced output by 67%. A further large-scale raid might well have been decisive but American losses were so severe that there was no follow-up. Of 291 bombers in the October raid, 60 were shot down (21%) and 138 damaged, adding up to a total casualty rate of 68%. Had an effective escort fighter been available during 1943, the frequency and effectiveness of those raids (and others) would have been much increased.

Planning For and Building Long Range Escorts

Supermarine_Spitfire_Mk_IXs_of_No._241_Squadron_RAF_return_to_their_base_at_Madna,_south-east_of_Campomarino,_Italy,_after_a_weather_reconnaissance_sortie_over_the_Anzio_beachhead,_29_January_1944._CNA2499.jpg

The vulnerability of daylight bombers to fighter defences was a lesson painfully learned by the RAF in the first two years of the War. As a result, Bomber Command re-directed its force to the night campaign that continued into 1945. The USAAF began its daylight campaign with the belief that the firepower of the B-17 would be sufficient defence. Even had that been true, an escort fighter would still have been beneficial. Obviously, the planning and build-up for the campaign began well before August 1942. At that time, the Spitfire was the leading Allied fighter and greater effort should have been applied to increasing its range so that it could operate deep in Europe as an escort. It was employed when targets in France were attacked so clearly the value of an escort was recognised. Supermarine faced the twin challenges of building sufficient Spitfires for the front line while also developing successor marks of greater performance. Concurrent development and manufacture in America would have substantially increased the resources available. There were precedents for such a policy. The American car company Packard produced over 55,000 of the 168,000 Merlin engines built; Canadian companies also supplemented production of the Hawker Hurricane and Avro Lancaster. There was no insurmountable obstacle to America-based Spitfire manufacture. Options might have included Curtis taking on Spitfire production in place of the distinctly average P-40 or the Spitfire replacing the P-39 Airacobra at Bell. American resources would have speeded the development of the Spitfire beyond the Mk V and could have aimed that development at stretching the range for the escort role.

Spitfire versus Merlin Mustang

Supermarine had some success during the War in extending the Spitfire’s range but it did not come close to matching the P-51. Put simply, the Mustang flew far further because it carried much more fuel and had less drag. This article will concentrate on fuel load but the drag difference is worth addressing briefly. At the same throttle setting, a Merlin Mustang would fly 30 mph faster than a Merlin Spitfire of equal power. The P-51 gained significant thrust from the air passing through its radiator such that its net coolant drag was only one sixth that of the Spitfire. (See Lee Atwood’s article in Aeroplane May 99). Building this system into the Spitfire would have resulted in effectively a new aircraft but increasing the fuel load was certainly feasible. Incidentally, Supermarine produced a design proposal involving moving the radiators from under the wings to the fuselage underside just aft of the cockpit; clearly the Mustang had been an object lesson. A company report in December 1942 claimed a 30 mph speed increase would accrue from that and certain other modifications but the scheme was taken no further.

The first Merlin powered Mustangs, the P-51B and C, began operations from England in late 1943. At that time, the Mk IX Spitfire led Fighter Command’s order of battle. Both aircraft had 60-series Merlins of similar power output but their performance differed markedly (see table 3).

 

P-51C

Spitfire IX (%age of P-51C value)

Engine / Power hp

V-1650-7    1,450 hp at take-off

War emergency 1,390 hp at 24,000 ft

Merlin 61   1,565 hp at take-off  (108%)

War emergency 1,340 hp at 23,500 ft (96%)

Empty weight lb

6,985

5,800 (83%)

Normal loaded lb

9,800

7,900 (81%)

Max loaded lb

11,800

9,500 (81%)

Internal fuel Imp gal

224

85 (38%) 

Range on internal fuel

955 miles at 397 mph at 25,000 ft

1,300 miles at 260 mph at 10,000 ft

434 miles (33%) at 220 mph at ? ft  (85%)

Air miles per gallon

4.44

6.05

5.11 (84%)

External fuel Imp gal

180 (2 x 90 under wing drop tanks)

90 (1×90 under fuselage slipper drop tank) (50%)

Total fuel Imp gal

404

175 (43%)

Range on total fuel

2,440 miles at 249 mph

980 miles (40%) at 220 mph (88%)

Air miles per gallon

6.18

5.60 (91%)

Speed mph at ht ft

426 mph at 20,000 ft

439 mph at 25,000 ft

435 mph at 30,000 ft

396 mph at 15,000 ft (93%)

408 mph at 25,000 ft (93%)

Time to 20,000 ft

6.9 min

5.7 min (83%)

Ceiling ft

41,900

43,000 (103%)

Armament

4 x 0.5” 350 rpg i/b, 280 rpg o/b

2 x 20mm 120 rpg, 4 x 0.303” 300 rpg

Consumption is quoted in air miles per gallon (ampg) figures and is the average value for a specified case of fuel load, speed and cruising altitude.

Note that both the Spitfire and Mustang were more economical when carrying drag inducing external tanks than when flying clean. This paradoxical point is explained by the fact that the longer range endowed by drop tanks resulted in the aircraft spending a greater proportion of the flight in the cruise, the most frugal phase of the sortie.

Table 3. Performance Comparison: Spitfire Mk IX versus Mustang P-51C

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Despite an empty weight half a ton greater than the Mk IX, the P-51C had a useful speed advantage. In range, there was no comparison. On internal fuel alone, the Mustang almost equalled the slipper tank fitted Spitfire’s range and did so cruising 80% faster. The Mk IX’s only win was in time to height where its lower weight was advantageous. It is worth noting that the Mk XIV Spitfire required the 2,050 hp Griffon to equal the P-51D’s speed; its range was somewhat less than the Mk IX owing to the greater thirst of its 36.7 litre powerplant.

It should be noted that range figures in many reference books are potentially misleading, as those quoted are generally the aircraft’s absolute maximum under ideal conditions. In actual operations, fuel allowances must be made for take-off, climb, head winds, combat and diversion. The effect is to reduce the realistic operational radius of action to under half the maximum range. Note that the P-51C needed drop tanks to reach Berlin with enough fuel remaining for combat and return to base whereas its absolute range figure suggests it could fly a double round trip.

In his book Spitfire: A Test Pilot’s Story, Supermarine chief test pilot Jeffrey Quill describes an experiment in range extension. A Mk IX Spitfire was fitted with a 75-gallon rear tank plus a 45-gallon drop tank (presumably a slipper) for 205 gallons total. Quill flew a non-stop return flight from Salisbury Plain in southern England to the Moray Firth in northern Scotland. Owing to poor weather, the journey was entirely made below 1,000 ft, which is not the most economical cruising altitude. Distance covered equalled the East Anglia to Berlin return sortie of the Mustang. The flying time was five hours, suggesting the standard cruising speed of 220 mph was used for the 1,100-mile trip. However, with its 68-gallon rear tank, the P-51’s internal capacity was around 224 gallons. For long-range escort missions, it carried two drop tanks of 62 or 90 gallons each giving a total load of at least 348 gallons, ie some 70% more fuel than Quill’s experimental Mk IX. We must conclude that on 205 gallons, the Mk IX would have had little or nothing in reserve for combat when 550 miles from home. (Note that cruising at 20,000 ft would have reduced fuel consumption by 10% or more).

Supermarine_Spitfire_MkIIa_&_North_American_P-51_Mustang_05_(5968988206).jpg

Spitfire fighters achieved similar distances to the Berlin mission during the War but only on ferry sorties. Mk Vs were flown from Gibraltar to Malta, a distance of 1,100 miles, ie equal to the England-Berlin round trip. A total of 284 gallons was carried: 85 gallons in the standard fuselage tanks, a 29-gallon rear fuselage tank plus a 170-gallon drop tank. The route was first flown in October 42 and the aircraft landed after 5¼ hours (210 mph ground speed, there was a slight tail wind) with 40 gallons remaining. The drop tank was not jettisoned and the average consumption was 4.51 ground miles per gallon, ie a maximum range of 1,278 miles in those conditions. A&AEE estimated the range of the Mk V with both the 29-gallon and ferry tank to be 1,624 miles assuming tank jettison (5.72 ampg); the range gain of 27% emphasises the drag of the big slipper tank. Achieving escort fighter range with the Spitfire was clearly possible but the bulky 170-gallon tank was not the answer.

As an aside, in their comprehensive tome Spitfire, The History, Morgan and Shacklady include a diagram of Mk V Spitfire range as an escort with the 90-gallon slipper tank. A 540 mile radius of action is claimed at a 240 mph cruise with 15 minutes allowed for take-off and climb plus 15 minutes at maximum power (ie combat). Starting from south-east England, such a radius takes in not only Berlin but also Prague and Milan. Maximum range with the 90-gallon external tank and 85 gallons of internal fuel is generally quoted as 1,135 miles with no allowance stated for combat and so forth. No Spitfire flew deep escort missions and this makes the claim for the Mk V having Berlin capability somewhat questionable.

As already stated, reducing the Spitfire’s drag to the Mustang’s level was not feasible in a realistic timescale but there was definitely potential to increase its fuel load. Here, the escort potential of the Mk IX will be assessed. The Mk IX entered service in July 1942 and was essentially a Mk V modified to take the two stage, two speed supercharged Merlin 60 series. It was rushed into production to counter the Focke Wulf Fw 190A-1 that had, since its appearance in July 1941, proved markedly superior to the Mk V Spitfire. The plan had been for the Merlin 60 to first appear in the Mk VIII, which was a more highly developed design with, inter alia, revised ailerons, a retractable tailwheel and leading edge fuel tanks. In the event, the loss of air superiority to the Fw-190 forced the stopgap Mk IX into being and, as is well known, it proved highly successful. Hence the Mk IX preceded the Mk VIII into service by 11 months.

Developing the Mk IX Escort

Beginning life with the standard 85 gallons of internal fuel, the Mk IX also used slipper drop tanks of 30, 45 or 90 gallons on combat sorties. Late production Mk IXs gained the 75 gallons of the rear fuselage tanks taking total internal fuel load to 160 gallons or 71% of the P-51’s capacity. Add the 90-gallon slipper tank and total fuel rises to 250 gallons. With 175 gallons (85 + 90), the Mk IX’s range was 980 miles at 220 mph. A total of 250 gallons is an increase of 43% but an equal increase in range should not be assumed without some thought. The added weight of the rear tanks and fuel (around 640 lb, an extra 7% in take-off weight) would slow the climb to altitude and increase the lift-induced drag. That would be balanced by the extra fuel extending the sortie time fraction spent in the cruise. A&AEE estimated the maximum range of the Mk IX with the 170-gallon ferry tank to be 1,370 miles (85 + 170 = 255 gallons, 5.37 ampg). As the 170-gallon tank was a high drag installation (some four times ‘draggier’ than the 90-gallon version, see Table 2) it is reasonable to allow our Mk IX its 43% range increase, ie 1,401 miles. This is confirmed by a Supermarine trial of the 85 + 75 + 90 gallon fuel load case that achieved ‘around 1,400 miles’. Thus the escort Mk IX would achieve 56% of the Mustang’s 2,440-mile range yet required 62% of the Mustang’s 404 gallons total load. This demonstrates the P-51’s low drag advantage, enabling it to fly 10 miles for every 9 flown by the Spitfire despite cruising almost 30 mph faster.

In addition to the above case described by Quill, the Mk IX was also the subject of a range extension experiment in America. At Wright Field, two Mk IXs were fitted with a 43-gallon tank in the rear fuselage, 16.5 gallon flexible tanks in each leading edge and a Mustang 62-gallon drop tank under each wing. Total internal capacity: 161 gallons; total fuel load: 285 gallons (oil capacity was also increased to 20 gallons). A still air range of approximately 1,600 miles was achieved. According to Quill, certain of the American structural modifications adversely affected aircraft strength so ruling out this scheme for production. What was the problem? Given that the Mk VIII and later marks had leading edge bag tanks as standard, any problem with that particular Wright Field modification could surely have been resolved. The Mk IX was cleared to carry a 250 lb bomb on the underwing station whereas a full 62-gallon tank weighed around 550 lb. Clearance of that tank should still have been possible albeit with a lower g-limit than when the bomb was carried. 

Where else could internal fuel have been installed? The rear fuselage tanks hardly filled the space available but adding additional weight there would have moved the centre of gravity unacceptably far aft. Late production Mk IXs featured an 18-gallon Mareng bag tank in each wing although it is not clear how widely these wing tanks were fitted and used. There was also provision for 14.4 gallons of oil for long-range sorties in place of the standard 7.5 gallons. With rear fuselage and wing tanks, internal fuel capacity would have been 196 gallons, giving an estimated range of 1,002 miles. Add the PR Mk VI 20-gallon under-seat tank and the figures would have been 216 gallons and 1,210 miles. The 90-gallon slipper tank would take total fuel load to 306 gallons and range to 1,714 miles (70% of the P-51).

Could any more fuel have been carried in the wing? Maximum wing fuel was achieved in the photo-reconnaissance versions where the deletion of the armament allowed unfettered use of the leading edge. The fighters used flexible bag tanks but in the PR versions, the leading edge structure between ribs 4 and 21 was converted into an integral tank carrying 66 gallons per side. Late production Mk IXs had an armament of 2 x 20 mm Hispanos and 2 x 0.5” Brownings. The latter was fitted between ribs 8 and 9 with the cannon between 9 and 10. Could the integral tank been made in two sections, joined by pipework and with the armament in between? Such a tank would have comprised 15 bays compared to the 17 of the PR case. Assuming a volume of 80% of the full span PR tank, the fighter version would have held 53 gallons per wing, taking internal fuel to 286 gallons.

Table 4 presents actual measured and estimated ranges for various fuel loads. For the measured cases, the range achieved  is divided by the fuel capacity to give the average ampg. For each estimate, an appropriate ampg figure is multiplied by the fuel load to give the range. This method is somewhat crude but offers an idea of the Mk IX’s potential.

 

Internal

Main + rear + wings

(total) (gal)

External

(gal)

Total

(gal)

Range

(miles)

Air miles

per gal

Comment

a

85 + 0 + 0                  (85)

0

0

434

5.11

Internal fuel, early versions

b

85 + 0 + 0                  (85)

90

175

980

5.60

As above plus 90-gal slipper tank

c

85 + 75 + 0              (160)

0

160

896

5.60

Internal fuel, later versions

d

85 + 75 + 0              (160)

90

250

1,400

5.60

As above plus 90-gal slipper tank

e

85 + 75 + 0              (160)

90 +2×62

374

2,020

5.40

As above plus 2 x 62-gal u/w tanks

f

85 + 43 + 33            (161)

2 x 62

285

1,600

5.61

Wright Field trial

g

85 + 75 + 20 + 36   (216)

0

216

1,210

5.60

Max internal capacity

h

85 + 75 + 20 + 36   (216)

90

306

1,714

5.60

As above plus 90-gal slipper tank

i

85 + 75 + 20 + 36   (216)

2 x 62

340

1,904

5.60

Internal plus 2 x 62-gal u/w

j

85 + 75 + 20 + 36   (216)

90 +2×62

430

2,322

5.40

As above plus 90-gal slipper tank

k

85 + 75 + 20 + 106 (286)

0

286

1,602

5.60

Integral tanks 53 gal per wing

l

85 + 75 + 20 + 106 (286)

90

376

2,106

5.60

As above plus 90-gal slipper tank

m

85 + 75 + 20 + 106 (286)

2 x 62

410

2,296

5.60

Internal plus 2 x 62 gal u/w

n

85 + 75 + 20 + 106 (286)

90 +2×62

500

2,700

5.40

As above plus 90-gal slipper tank

o

85 +29 + 0               (114)

170

284

1,278

4.50

Mk V in ferry fit. 170-gal slipper tank not jettisoned.

Table 4.  Spitfire Mk IX Fuel Load and Range Estimates

Note: Range and air miles per gallon (ampg) figures in normal font are from actual trials measurements.

Range and ampg figures in italics are estimates for the proposed fuel load cases.

On internal fuel alone of 216 gallons (g), the Mk IX might have reached 1,210 miles or almost three times the range on its original internal load of 85 gallons. This figure also bears comparison with the Mustang’s 1,300 miles on 224 internal gallons – albeit with the Mustang cruising at 260 mph to the Spitfire’s 220 mph (see Table 3).  Adding the three external tanks (90 + 2 x 62) (j) takes the projected Mk IX beyond 2,300 miles and into the region where an escort mission to Berlin might have been possible. On internal fuel of 286 gallons (k), the Mk IX’s range would have been in the order of 1,600 miles rising to around 2,300 with the two 62-gallon drop tanks and 2,700 miles when the 90-gallon slipper was added as well. On this basis, Berlin was certainly within its radius of action.

Before a judgement is made, we must consider whether the Spitfire could have carried such a weight of fuel. Table 5 compiles the weight of a Mk IX with 216 gallons internal plus the three external tanks holding 214 gallons. At 9,856 lb it is some 4% above the 9,500 lb maximum take-off weight. Fitting the 45-gallon slipper tank in place of the 90-gallon version would have reduced total weight to 9,502 lb, fuel load to 385 gallons and range to 2,079 miles. However, the risk of the weight exceedance might have been considered worthwhile in return for the range benefit. The Wright Field modified Mk IX weighed 10,150 lb and the undercarriage was fully compressed under this load. In the 286 internal gallons case Mk IX, no allowance has been made for the weight of the integral tanks. Even so, total weight with the three external tanks is 10,467 lb or 10% above MTOW; such a load would probably have required the strengthened structure of the Mk VIII.

 

Internal 85 + 75 + 20 + 36 (216)

 

Internal 85 + 75 + 20 + 106 (286)

 
 

Empty

5,800

 

Empty 1

5,850

 
 

240 rd 20mm

150

 

240 rd 20mm

150

 
 

1,400 rd 0.303”

93

 

500 rd 0.50”

150

 
 

14.4 gal oil

131

 

14.4 gal oil

131

 
 

Pilot & kit

200

 

Pilot & kit

200

 
 

75-gal rear tank (estimated)

100

 

75-gal rear tank (estimated)

100

 
             
 

Basic weight

6,474

 

Basic weight

6,581

 
             
 

Internal fuel

216 gal

1,555

 

Internal fuel

286 gal

2,059

 
 

90-gal slipper

120

 

90-gal slipper

120

 
 

2 x 62-gal

166

 

2 x 62-gal

166

 
 

External fuel

214 gal

1,541

 

External fuel

214 gal

1,541

 
 

Total fuel weight

3,096

 

Total fuel weight

3,600

 
 

Total weight

9,856

 

Total weight

10,467

 

Note 1. Two 0.50” Brownings increase empty by 50 lb compared to four 0.303” Brownings

 

Table 5. Spitfire Mk IX: Estimated Weight in Escort Role Configurations

Fuel Management and Centre of Gravity

Careful fuel management would have been important. The rear fuselage fuel moved the centre of gravity sufficiently far aft to make the Spitfire longitudinally unstable. As a result, the aircraft could not be trimmed, so tended to diverge in pitch and tighten into turns. These characteristics were certainly undesirable (the latter was unacceptable in combat) but could be tolerated in the early stages of a sortie, ie climb to height and the first part of the outbound cruise leg. A&AEE tests showed that when 35 gallons of the rear fuel had been consumed, longitudinal stability was regained. Conversely, additional leading edge fuel would have caused little problem, as it was far closer to the centre of gravity so causing only small changes in trim as it was consumed. The sequence of fuel use in an escort sortie might have followed this pattern:

Start-up, taxi and take-off with rear tank selected

Climb to height and cruise commenced on remaining rear tank fuel

Outbound cruise continued on underwing tanks fuel – jettisoned when empty (or on entering combat)

Combat on slipper tank fuel

Return on internal fuel

Conclusion

There was surely no insuperable obstacle to developing a long range escort version of the Spitfire. Wing tanks and rear fuselage tanks were used successfully albeit later in the war than was ideal. The use of the leading edge as an integral tank was also successful in the PR Spitfires and a two section version was surely not impossible. All the above options could have been applied to the Mk IX’s successors, in particular the Mk VIII and the Mk XIV, the leading RAF fighters in the final year of the war. The Griffon powered Mk XIV was an outstanding fighter and would have been a formidable escort over Germany. The Mk VIII served in the Far East, a theatre of operations where long range was invaluable.

There are some other issues worth considering. Good all round vision is essential in a fighter and late examples of the Mk XVI (essentially a Mk IX with a Packard-built  Merlin) and XIV were the first Spitfires to feature cut down rear fuselages with bubble canopies. Jeffrey Quill recommended this change following operational experience in the Battle of Britain; the modification took 4 years to reach the front line. Slimming the rear fuselage naturally reduced its volume and rear tank capacity went down to 66 gallons. In this case, the small reduction in range was a small price to pay for the visibility gain in the vulnerable ‘six o’clock’. That loss of 9 gallons could have been balanced by fitting the Mk IX with the main lower tank of the Mk VIII that held 48 to the Mk IX’s 37 gallons. The greater strength of the Mk VIII should also have borne a greater fuel load. The torpedo drop tanks were of significantly lower drag than the slipper variety. For example, the 170-gallon torpedo actually had lower drag than the 90-gallon slipper and only one quarter that of its slipper equivalent (see Table 2). An underfuselage torpedo tank of 120 gallons capacity would have had less drag than the 90-gallon slipper yet offered a useful increase in range.

We must remember that there is a gulf between having a ‘bright idea’ and bringing a fully developed modification into service. Supermarine engineers achieved near miracles in both stretching the Spitfire to be a world class fighter from its 1936 prototype to the dawn of the jet age and in building sufficient numbers to help win victory. Additional design resources would have stretched the Spitfire further and added the role of long range escort to its many accomplishments. Parallel development and manufacture of the Spitfire in America would have achieved this and offered the prospect of RAF Spitfires flying escort missions over Germany in 1943 alongside Spitfires of the USAAF.

Paul Stoddart served as an engineer officer in the Royal Air Force for eight years. He now works for the Defence Evaluation & Research Agency (DERA). This article is his personal view on the subject and does not necessarily reflect RAF, Ministry of Defence or DERA policy.

Internal fuel load (Imp gal) – Spitfire Fighters

Mark

Forward fuselage

(ie main tanks)

Leading edges

Rear fuselage

Total internal

Comment

I, II

48 + 37

0

0

85

V

48 + 37

0

0

(29)

85

Slipper drop tanks carried on Mk V and later marks.

29-gal rear fuselage tank used only with 170-gal ferry slipper tank.

IX, XVI

48 + 37

0

0

0

2 x 18

0

42 + 33

33 + 33

42 + 33

85

160

151

196

Early examples

Late examples

Cut down rear fuselage

Some late examples

VIII

48 + 48

2 x 13

0

122

Served outside NW European theatre

Griffon Spitfires

XII

36 + 37

36 + 48

0

0

73

84

Oil tank re-positioned to upper tank bay.

XIV

36 + 48

2 x 13

0

42 + 33

110

185

Stability problems with rear tank

XVIII

36 + 48

2 x 13

33 + 33

176

Rear tank cleared post WWII

21, 22

36 + 48

2 x 17

0

118

Very limited wartime use 21 only

24

36 + 48

2 x 17

33 + 33

184

No wartime use

Top 10 carrier fighters 2018

Marinha-Chinesa-3.jpg Today there are significantly fewer than 1000 carrier fighters in service around the world. Since our 2015 ranking of the world’s carrier fighters there have been some big changes. India’s Sea Harrier force was retired in 2016, and in the following year Brazil decommissioned its sole aircraft carrier the São Paulo, signalling the end of the carrier service of the iconic A-4 ‘Scooter’, a type that first flew in 1954! While France and the US are in the early stages of future carrier fighters, in the nearer term the US F-35C and India’s Tejas Navy should be the next carrier fighters to see full operational service. Meanwhile, Sweden’s Gripen Maritime has yet to receive an order. Here are the ten most potent (and only) carrier fighters in the world.  qinpdsany8xx.jpg 10. HAL Tejas Navy  HAL_Tejas_NP-1_takes-off_from_the_Shore_Based_Test_Facility_at_INS_Hansa,_Goa.jpg It’s a bit of cheat letting the HAL Tejas Navy in as it doesn’t appear to be that close to operational deployment, but with the loss of the Brazilian Skyhawks and Indian Sea Harriers we needed it to make it up to a list of 10! This maritime variant of a largely indigenous Indian aircraft has proved controversial and overweight, and has been criticised by observers around the world for its modest performance and troubled development. It will, however, be a major step forward for India’s defence sector and will boast a comprehensive avionics and sensor suite. Carrier compatibility trials are underway and it has already proven its ability to perform arrested landings and ski-jump take-offs. Other than the yet-to-be ordered Sea Gripen, the Tejas Navy is the only lightweight carrier fighter currently in development. 9. Lockheed Martin F-35C Lightning II 180829-N-FK070-1042-1.jpg The slow ship in the F-35 family is the F-35C naval variant, F-35C is in service – but has yet to deployed operationally on a carrier. When it does it should prove more capable than the F-35B in several areas, enjoying a greater range (with a quoted combat radius on internal fuel of 670 nautical miles compared to the B’s 505) fuel load (8901 kg versus the B’s 6045 kg), wing area (57.6 m² versus 42.7 m²), and maximum take-off weight (31800 kg versus 27,200 kg). It will be no rocketship however, having the worst thrust-to-weight ratios of its generation: 0.75 at full fuel and 0.91 at 50% fuel (compare this with the Rafale M’s 0.988 with 100% fuel and four air-to-air missiles). As a carrier fighter, F-35s should be unsurpassed in situational awareness and stealth, though they will be dogged by the major pain of fifth-generation aircraft: extremely poor availability rates. Once fully operational the F-35C is likely to have a far higher ranking on this list.
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8. Boeing AV-8B+ Harrier II/EAV-8B Matador av8b-06 Since 2015, Marine Harriers have been exceptionally busy: bombing ISIS positions in Iraq and Syria, supporting Special Operations forces and attacking Al-Qaeda in the Arabian Peninsula (AQAP) in Yemen, and fighting over Libya as part of Operation Odyssey Lightning. A mature platform with AMRAAM capability and a wide range of air-to-ground stores, the modern Harrier is a well-equipped fighter-bomber that has proved itself in the Close Air Support role and the recce/attack/CAP roles. Once slated for imminent retirement, an assessment of the woeful state of the legacy Hornet fleet has given the type a reprieve, with the USMC wishing to hold on to it for as long as possible. The USMC AV-8Bs will receive revamped defensive measures, enhanced data-link capabilities and targeting sensors. It is reported that the Harrier II’s historically poor safety recorded has been dramatically improved in recent years. The Harrier II is by far the slowest aircraft on this list (it’s subsonic), has a large radar cross section and an engine that requires careful maintenance. 17.2 Flight Ops 7. Sukhoi Su-33 KnAAPO-Su-33-1 The Sukhoi Su-33 was intended to serve on Soviet aircraft carriers, however by the time it entered service the nation it had been developed to protect had disappeared. Only a small number were produced and were considered rather inflexible (with limited weapons options). Now their avionics suite is obsolete and they face the indignity (at least in Sukhoi’s eyes) of being replaced with the smaller MiG-29K. The Su-33’s combat debut was 2016, in support of President’s Assad’s forces in the ongoing Syrian Civil War. Russian naval Su-33s mounted attacks using dumb unguided bombs. On 5 December 2016, a Su-33 crashed into the Mediterranean Sea after failed 2nd landing attempt due to a problem with the ship’s arrestor cable. The pilot successfully ejected and was picked up by a Russian search and rescue helicopter. The Su-33 has received modest upgrades, including a new bomb aiming computer. Russia’s sole carrier, Admiral Kuznetsov, is currently out of service following a crane crashing onto the deck in November 2018 causing significant damage. There are very few Su-33s, around thirty remain operational. sukhoi_su-33_launching_from_the_admiral_kuznetsov_sourced_from_mil-ru.jpg

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6. Mikoyan MiG-29K  16_MiG-29KUB_main When Russia selected the Su-33 for its carriers many thought it had gone for the wrong type, as the smaller MiG-29 offered more versatility. A complicated saga ensued, and was made more complicated by the fall and then rise of the Russian economy, MiG’s precarious position and the Indian Navy’s order for the type. The MiG-29K is a world away from the original ‘Fulcrum’ in terms of range, pilot interface and sophistication, and is one of the nastiest naval fighters to tangle with in the within-visual range merge. It is no slouch in the BVR regime either, with an advanced radar and the widely feared R-77 ‘AMRAAMSKI’. The type briefly served in Syria dropping dumb bomb. Two have been lost at sea. India received the last of its 45 MiG-29Ks in 2017. Like the Su-33, the aircraft is that miraculous and very unusual thing: a carrier aircraft developed from a land-based type. Historically, such aircraft typically proved terrible, but it was hoped that the type’s high thrust-to-weight ratio and tough airframe would allow it to buck the trend. However, the Indian Navy has recently noticed deck landings are taking their toll on the Fulcrum and are demanding it be further ‘ruggedised’. This has dropped the MiG-29K’s ranking in our list. mig-29kub_09.jpg 5. Lockheed Martin F-35B F-35B-CV Since 2015 the STOVL F-35B has become fully operational. In September 2018, a USMC F-35B executed a strike mission in Afghanistan, marking the first combat use of the F-35 in US service (following Israel’s use of F-35As in early 2018). This ‘catapults’ the F-35B from a number 10 position in 2015 to a respectable fifth in our list. Only immaturity and continued technical problems preclude its reaching a higher spot. The type is currently approaching operational service with the UK. 4. McDonnell Douglas F/A-18C/D Hornet fa-18_title It was thought that the plucky ‘Bug’ was now in the twilight of its career, but it will fight on with the Marines for some time. When it arrived on the scene in 1983 it was extremely advanced and trail-blazed many of the features that have since become de rigueur for fighters, especially in the field of cockpit design and multimode radar. It remains the fighter to beat at low altitude and is still held in awe as a dogfighter (according to pilots it has the edge on its larger brother in a ‘knife fight’). It was always short on range and struggled at the top right-hand corner of the performance envelope. Now gone from US Navy carriers it remains on the decks with the Marine Corps who intend to squeeze every last hour from their airframes, flying them until 2030. From 2020, 88 USMC Bugs will be receiving APG-79(V)4 AESA radars. FA-18C_Hornet_of_VFA-34_in_flight_over_the_Pacific_Ocean_on_20_March_2018_(180320-N-ZZ999-0002).jpg 3. Shenyang J-15 413905 Far more mature they were in 2015, the Chinese navy’s pirate ‘Flanker’s are now formidable machines and would pose a serious threat to any opposing carrier aircraft. Utilising the best of China’s indigenously developed (and highly respected) weapons and sensors, the J-15 is a sophisticated, agile and long range fighter. In terms of all-out performance, it enjoys a significant advantage over the Hornet family in several respects, most notably in high altitude performance.  A major drawback , however, is the relatively small size of China’s Liaoning aircraft carrier: its small deck is too short to facilitate take-off and landings of J-15s at heavy weights, and so does not allow them to be used to their full potential (the carrier uses STOBAR instead of cats and traps). The J-15D is a two-seat electronic warfare variant akin to the US EA-18G Growler. 8cdcd42c54981ac451c60f.jpg 2. Boeing F/A-18E/F Super Hornet fa_18_ef_super_hornet_l2

The Super Hornet rectified the legacy Bug’s main shortcomings of limited range and bring-back (the weight of stores that the aircraft can bring back to the carrier after a mission). It also featured radar cross-section reduction measures that are rumoured to make it the stealthiest fighter (in terms of frontal cross section) this side of the F-35/ F-22 (though Dassault may dispute this). The Super Hornet retains the ‘Turbo Nose’ of the Hornet (the almost uncanny ability to point the aircraft quickly and accurately). Though the APG-79 AESA radar of Block II aircraft has been plagued with unreliability issues, it was one of the first to offer simultaneous air and ground modes. The Super Hornet is fitted with some great kit, and is compatible with a larger range of stores than any other fighter on this list. It falls down in its poor performance at higher altitudes and speed, where its relative lack of poke is a real issue. Despite this, the Super Hornet has repeatedly proven its ability to rise to any challenges as a robust and reliable fighter-bomber. (All US Navy fighters are supported by the E-2D Advanced Hawkeye, a powerful force multiplier with a ‘stealth-busting’ UHF radar).

1. Dassault Rafale M Regularly Scheduled six-month deployment Image Released by LT Mark C. Jones, PAO CV65

Dassault’s Rafale is a masterpiece of aeronautical engineering. Despite being burdened with the additional weight of being a carrier fighter, it can mix it with the best fighters in the world (which it has demonstrated on exercises with the F-22 and Typhoon). In performance terms, it is closely matched to the Typhoon, with the French fighter enjoying an advantage at lower altitudes. Few fighters excel at both the fighter and the bomber mission, yet the Rafale is a rare exception. According to one test pilot, the Rafale’s flight control system is unmatched in its responsiveness and precision (and markedly superior to the F-16). This is an important consideration, especially for a carrier fighter. Defended by SPECTRA, which some regard as the best defensive aids suite in the world, guided by one of the world’s most sophisticated radars, and well armed with weapons that include the most advanced aircraft cannon – the Rafale is the hottest naval fighter in the world.

Special thanks to George Caveney and Air Force Monthly’s Thomas Newdick  You can find out about the worst carrier aircraft here  “Never fly the ‘A’ model of anything” expect amends to this article over the next few weeks.  UjhT-UbZEenfC7A6h96zuEQtih56_jI50dwE2jaXXAo.jpg

Mirage pilot interview, Part 6: The Immortal Mirage

Untitled-8Now a crack aerobatic pilot, Gonzalo O’Kelly was once one of the best fighter pilots in the Spanish air force. During his time in the Ejército del Aire he flew the Mirage III, a formidable and beautiful fighter of French origin. In the sixth and final part of our Mirage special he summarises the immortal Mirage. 

Which three words describe the Mirage? 

“Reliable, stable and difficult to master.”

ce172.jpg

Which equipment did pilots want on added to the Mirage III? 

“Every Mirage III pilot agrees on what we needed to improve our aircraft:

  • A more powerful engine was first
  • Flaps and slats to shorten take off and landings and allowing for turning dogfighting.

– Better radar and systems.

– Reduce weight.

In summary, we wanted a Mirage 2000.”

2.jpg

How well-trained and equipped was the Spanish Mirage force? 

“Very well. Between 1970 and 1975, every pilot asking to be assigned to 11th Wing needed 1,500 jet flying hours to be accepted. The experience level was high.

When they began to assign fresh lieutenants, and mine was the second group, we had to go through an Initial Training Course comprising about 100 flight hours — on each and every type of mission with special attention to air combat.

We used to log a lot of hours in those years, never less than 200 hours per year, with many months 35 hours or more. I flew two missions per day many times.

Every pilot took two weeks of simulator practices per year. We went to France in six-pilot groups and had six simulator hours each.

So the training was superb, though we could have done more training with dissimilar types and attended more exercises. The only squadron exchanges we had were with French units, flying the Mirage III or F-1, so nothing new.”

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