The War at Sea and Gallipoli ยป The U-Boat Threat and the Lusitania

What you'll learn this session

Study time: 30 minutes

Edexcel spec: Paper 2 Section A, Investigation A1, Key topic 4

  • Why German U-boats were such a danger to Britain
  • Why the Lusitania was sunk in 1915 and what followed
  • How unrestricted submarine warfare nearly beat Britain in 1917
  • How convoys, Q-ships, mines and depth charges defeated the U-boats

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The U-boat threat

In the lesson The War in the North Sea: Raids, Dogger Bank and Jutland you saw that Germany's big ships could not break the British blockade. Germany's answer was the U-boat, its name for a submarine. On 22 September 1914 a single U-boat, U-9, sank three old British cruisers in about an hour, and more than 1,400 sailors died.

The greater danger was to trade. Britain bought much of its food and raw materials from abroad, and they all came by merchant ship. If U-boats sank enough of those ships, Britain could be starved into making peace.

Under the accepted rules of war at sea, often called prize rules, a warship had to stop a merchant ship and let the crew get into the lifeboats before sinking it. For a U-boat this was very risky. On the surface it was slow and thin-skinned, and a merchant ship could ram it. So on 4 February 1915 Germany declared the seas around the British Isles a war zone. From 18 February, Allied merchant ships there could be sunk without warning, and neutral ships sailed at their own risk. This is called unrestricted submarine warfare.

Key terms:

  • U-boat: a German submarine (from the German word Unterseeboot, 'undersea boat')
  • Merchant ship: a ship carrying goods or passengers, not a warship
  • Prize rules: the rules of war at sea that said a merchant ship must be stopped and its crew allowed to leave before it was sunk
  • Unrestricted submarine warfare: sinking merchant ships without warning, whatever country they came from
  • Neutral: not taking part in the war

The sinking of the Lusitania, 7 May 1915

The Lusitania was a huge British passenger liner owned by the Cunard company. On 1 May 1915 it left New York for Liverpool. That morning the German Embassy had placed a notice in American newspapers, warning travellers that British ships in the war zone could be destroyed. Few passengers took it seriously.

On 7 May, off the south coast of Ireland, the submarine U-20 fired one torpedo into the liner without warning. A second explosion followed inside the ship, and it sank in about 18 minutes. Of nearly 2,000 people on board, 1,198 died. They included 128 Americans.

🚢 Germany's case

Germany said the ship had been warned and was carrying war supplies. This was true: the cargo included thousands of cases of rifle cartridges. Germany also claimed the liner was armed with guns, which was false.

📰 The reaction

In Britain and the USA the sinking was called murder. President Woodrow Wilson of the USA, the most powerful neutral country, sent Germany strong protests, but did not go to war.

Opinion in the USA turned sharply against Germany. After another British liner, the Arabic, was sunk in August 1915, Germany backed down. In September 1915 it called off its unrestricted campaign around Britain, because it feared bringing the USA into the war.

Unrestricted submarine warfare returns, 1917

By the end of 1916 the blockade was causing hunger in Germany, and the fighting on land was stuck. The German navy offered a way out. It worked out that if U-boats sank 600,000 tons of shipping a month, Britain would have to ask for peace within about five months. The USA might join the war, but Britain would be beaten before American soldiers could arrive. On 1 February 1917 Germany began unrestricted submarine warfare again.

At first the gamble seemed to be working. In April 1917 U-boats sank about 870,000 tons of Allied and neutral shipping, the worst month of the war. About one in four of the ocean-going ships leaving British ports was not coming back. In the same month the USA declared war on Germany, as you will see in the lesson The USA Enters the War.

Anti-U-boat measures

🎭 Q-ships

Q-ships were warships disguised as harmless merchant ships, with guns hidden behind false sides. When a U-boat came to the surface to attack, the Q-ship dropped its disguise and opened fire. They sank only about a dozen U-boats. They also taught U-boat captains to attack from under water.

💣 Mines

Mines were floating bombs fixed under the surface. Britain laid thousands of mines, with nets, across the Strait of Dover. In 1918 about 70,000 mines, most of them American, were laid between Scotland and Norway. Mines destroyed more U-boats than any other weapon.

💥 Depth charges

Depth charges, first used in 1916, were drums of explosive dropped from a ship and set to blow up at a chosen depth. For the first time, warships could attack a U-boat that had dived.

⚓ Convoys

In a convoy, merchant ships sailed together in a large group, guarded by warships called escorts. The navy's leaders thought a group made a bigger target. Prime Minister David Lloyd George pressed for convoys, and the first sailed in May 1917.

Convoys were the most important measure, for three reasons. The ocean is so large that one group of ships was almost as hard to find as a single ship, so U-boats found far fewer targets. A U-boat that did attack now had to face the escorts and their depth charges. And convoys could be steered away from danger by radio. Fewer than one in a hundred ships sailing in convoy was sunk.

The U-boat campaign failed. Germany lost 178 U-boats in the war, and Britain was never starved out. Worse for Germany, it had helped to bring the USA into the war.

Common mistakes

Do not write that the sinking of the Lusitania brought the USA into the war in 1915. The USA protested but stayed neutral for almost two more years. Do not say Q-ships beat the U-boats either: they sank very few.

Exam-style question

Source A: From the German government's reply to an American protest about the sinking of the Lusitania, signed by the German Foreign Secretary, Gottlieb von Jagow, 28 May 1915 (translated).

'According to reports at hand here, the Lusitania when she left New York undoubtedly had guns on board which were mounted under decks and masked ... on her last trip the Lusitania, as on earlier occasions, had Canadian troops and munitions on board, including no less than 5,400 cases of ammunition ... The company thereby wantonly caused the death of so many passengers.'

Source B: From the report of the official British inquiry into the loss of the Lusitania, written by Lord Mersey, a senior judge, 17 July 1915.

'... part of it [the cargo] consisted of a number of cases of cartridges (about 5,000). This ammunition was entered in the manifest ... The steamer carried no masked guns nor trained gunners, or special ammunition, nor was she transporting troops ... The whole blame for the cruel destruction of life in this catastrophe must rest solely with those who plotted and with those who committed the crime.'

(Masked means hidden. A manifest is a ship's official list of cargo. Wantonly means recklessly.)

Study Sources A and B. How far does Source A support the evidence of Source B about the sinking of the Lusitania? Explain your answer. [8 marks]

Model answer

Source A supports Source B to some extent. Both agree that the Lusitania was carrying ammunition, and in similar amounts. Source A says there were 'no less than 5,400 cases of ammunition' on board, and Source B accepts that the cargo included 'cases of cartridges (about 5,000)'. Both also agree that many lives were lost. Source A refers to 'the death of so many passengers' and Source B to 'the cruel destruction of life'.

However, the sources disagree about almost everything else. Source A claims the ship 'undoubtedly had guns on board' which were 'masked', and that it carried 'Canadian troops'. Source B flatly denies this, saying it 'carried no masked guns' and was not 'transporting troops'. They also disagree about who was responsible. Source A blames the shipping company, which 'wantonly caused the death' of the passengers. Source B says 'the whole blame' rests with 'those who committed the crime', meaning the Germans who sank the ship.

Overall, Source A supports Source B only to a small extent. They agree on two facts, the ammunition in the cargo and the heavy loss of life, but they give opposite accounts of whether the ship was armed and of who was to blame, which are the points that matter most.

What lifts this to the top level: it matches short quotations from both sources for agreement and for difference, then judges how far A supports B.

Exam tip

When two sources come from opposite sides, do not assume they disagree on everything. Here the British report admits the cartridges that the German note complains about. Finding that shared fact gives you your point of agreement, which you need to get past the middle of Level 2. For more help, see the Exam Skills lesson Paper 2 Section A Question (b): How Far Does Source A Support Source B?

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