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Lee Moves North and the Battle of Brandy Station

brandy station

Note: I will be heading back to Gettysburg for another Staff Ride this Friday and I am continuing to revise my course materials. This is another part of my Gettysburg series, and a revision to a hastily done section that I wrote when I first took over for conducting the classes and associate trip. 

Movement to attain operational reach and maneuver are two critical factors in joint operations. In the time since the American Civil War the distances that forces move to engage the enemy, or maneuver to employ fires to destroy his forces have greatly increased. Movement may be part of an existing Campaign Plan or Contingency Plan developed at Phase 0; it also may be part of a crisis action plan developed in the midst of a campaign. Lee’s movement to get to Gettysburg serves as an example of the former, however, since his forces were already in contact with the Army of the Potomac along the Rappahannock and he was reacting to what he felt was a strategic situation that could not be changed but by going on the offensive that it has the feel of a Crisis Action Plan. Within either context other factors come into play: clarity of communications and orders, security, intelligence, logistics and even more importantly the connection between operational movement and maneuver; the Center of Gravity of the enemy, and national strategy. Since we have already discussed how Lee and the national command authority of the Confederacy got to this point we will now discuss the how that decision played in the operational and tactical decisions of Lee and his commanders as the Army of Northern Virginia began the summer campaign and the corresponding actions of Joseph Hooker and the his superiors in Washington.

“One of the fine arts of the military craft is disengaging one’s army from a guarding army without striking sparks and igniting battle.” [1] On June 3rd 1863 Robert E. Lee began to move his units west, away from Fredericksburg to begin his campaign to take the war to the North. He began his exfiltration moving Second Corps under Richard Ewell and First Corps under James Longstreet west “up the south bank of the Rappahannock to Culpepper, near which Hood and Pickett had been halted on their return from Suffolk.” [2] Rodes’ division of Second Corps followed on June 4th with Anderson and Early on June 5th. Lee left the three divisions of A.P. Hill’s Third Corps at Fredericksburg to guard against any sudden advance by Hooker’s Army of the Potomac toward Richmond. Lee instructed Hill to “do everything possible “to deceive the enemy, and keep him in ignorance of any change in the disposition of the army.” [3]

The army was tremendously confident as it marched away from the war ravaged, dreary and desolate battlefields along the Rappahannock “A Captain in the 1st Virginia averred, “Never before has the army been in such a fine condition, so well disciplined and under such complete control.” [4] Porter Alexander wrote that he felt “pride and confidence…in my splendid battalion, as it filed out of the field into the road, with every chest & and ammunition wagon filled, & and every horse in fair order, & every detail fit for a campaign.” [5] Another officer wrote to his father, “I believe there is a general feeling of gratification in the army at the prospect of active operations.” [6]

Lee’s plan was to “shift two-thirds of his army to the northwest and past Hooker’s flank, while A.P. Hill’s Third Corps remained entrenched at Fredericksburg to observe Hooker and perhaps fix him in place long enough for the army to gain several marches on the Federals.” [7] In an organizational and operational sense that Lee’s army after as major of battle as Chancellorsville “was able to embark on such an ambitious flanking march to the west and north around the right of the army of the Potomac….” [8]

However, Lee’s movement did not go unnoticed; Hooker’s aerial observers in their hot air balloons “were up and apparently spotted the movement.” [9] But Hooker was unsure what it meant. He initially suspected that “Lee intended to turn the right flank of the Union army as he had done in the Second Bull Run Campaign, either by interposing his army between Washington and the Federals or by crossing the Potomac River.” [10] Lee halted at Culpepper from which he “could either march westward over the Blue Ridge or, if Hooker moved, recontract at the Rappahannock River.” [11]

Hooker telegraphed Lincoln and Halleck on June 5th and requested permission to advance cross the river and told Lincoln that “I am of opinion that it is my duty to pitch into his rear” [12] possibly threatening Richmond. Lincoln ordered Hooker to put the matter to Halleck, with whom Hooker was on the worst possible terms. Hooker “pressed Halleck to allow him to cross the Rappahannock in force, overwhelming whatever rebel force had been left at Fredericksburg, and then lunging down the line of the Virginia Central toward an almost undefended Richmond.” [13] On the morning of June 6th Hooker ordered pontoon bridges thrown across the river and sent a division of Sedgwick’s VI Corps to conduct a reconnaissance in force against Hill.

Lincoln and Halleck immediately rejected Hooker’s request. Lincoln “saw the flaw in Hooker’s plan at once” [14] and replied in a very blunt manner: “In one word,” he wrote “I would not take any risk of being entangled upon the river, like an ox jumped half over a fence and liable to be torn by dogs front and rear, without a fair chance to gore one way or kick another.” [15] Halleck replied to Hooker shortly after Lincoln that it would “seem perilous to permit Lee’s main force to move upon the Potomac [River] while your army is attacking an intrenched position on the other side of the Rappahannock.” [16] Lincoln, demonstrating a keen regard for the actual center of gravity of the campaign, told Hooker plainly that “I think Lee’s army and not Richmond, is your objective point.” [17]

The fears of Lincoln and Halleck were well founded. In stopping at Culpepper Lee retained the option of continuing his march to the Shenandoah and the Potomac, or he could rapidly “recall his advanced columns, hammer at Hooker’s right flank, and very possibly administer another defeat even more demoralizing than the one he suffered at Chancellorsville.” [18] Hooker heeded the order and while Hooker maintained his bridgehead over the Rappahannock he made no further move against Hill’s well dug in divisions.

Meanwhile, J.E.B. Stuart and his Cavalry Corps had been at Brandy Station near Culpepper for two weeks. Culpepper in June was a paradise for the cavalry, and with nearly 10,000 troopers gathered Stuart ordered a celebration, many dignitaries were invited and on June 4th Stuart hosted a grand ball in the county courthouse. On the 5th Stuart staged a grand review of five of his brigades. Bands played as each regiment passed in review and one soldier wrote that it was “One grand magnificent pageant, inspiring enough to make even an old woman feel fightish.” [19] The review ended with a mock charge by the cavalry against the guns of the horse artillery which were firing blank rounds. According to witnesses it was a spectacular event, so realistic and grand that during the final charge that “several ladies fainted, or pretended to faint, in the grandstand which Jeb Stuart had had set up for them along one side of the field.” [20] That was followed by an outdoor ball “lit by soft moonlight and bright bonfires.” [21] Stuart gave an encore performance when Lee arrived on June 8th, minus the grand finale and afterward Lee wrote to his wife that “Stuart was in all his glory.” [22]

Hooker received word from the always vigilant John Buford, of the First Cavalry Division on the night of June 6th that “Lee’s “movable column” was located near Culpepper Court House and that it consisted of Stuart’s three brigades heavily reinforced by Robertson’s, “Grumble” Jones’s, and Jenkins’ brigades.” [23] Hooker digested the information and believed that Stuart’s intent was to raid his own rear areas to disrupt the Army of the Potomac’s logistics and communications. The next day Hooker ordered his newly appointed Cavalry Corps Commander, Major General Alfred Pleasanton to attack Stuart.

After Chancellorsville, Hooker had reorganized the Union cavalry under Pleasanton into three divisions and under three aggressive division commanders, all West Pointers, Brigadier General John Buford, Brigadier General David Gregg and Brigadier General Judson Kilpatrick. While Stuart conducted his second grand review for Lee Pleasanton quietly massed his cavalry “opposite Beverly Ford and Kelly’s Ford so as to cross the river in the early morning hours of June 9th and carry out Hooker’s crisp orders “to disperse and destroy” the rebel cavalry reported to be “assembled in the vicinity of Culpepper….” [24] Pleasanton’s cavalry was joined by two mixed brigades of infantry “who had the reputation of being among the best marchers and fighters in the army.” [25] One brigade, commanded by Brigadier General Adelbert Ames consisted of five regiments drawn from XI Corps, XII Corps, and III Corps was attached to Buford’s division. The other brigade, under the command of Brigadier General David Russell was composed of seven regiments drawn from I Corps, II Corps and VI Corps. [26]

Stuart’s orders for June 9th were to “lead his cavalry division across the Rappahannock to screen the northward march of the infantry.” [27] The last thing that Stuart expected was to be surprised by the Federal cavalry which he had grown to treat with distain. Stuart who was at his headquarters “woke to the sound of fighting” [28] as Pleasanton’s divisions crossed the river and moved against the unsuspecting Confederate cavalry brigades.

The resultant action was the largest cavalry engagement of the war. Over 20,000 troopers engaged in an inconclusive see-saw battle that lasted most of the day. Though a draw “the rebels might have been swept from the field had Colonel Alfred N. Duffie, at the head of the Second Division acted aggressively and moved to the sounds of battle.” [29] The “Yankees came with a newfound grit and gave as good as they took.” [30] Porter Alexander wrote that Pleasanton’s troopers “but for bad luck in the killing of Col. Davis, leading the advance, would have probably surprised and captured most of Stuart’s artillery.” [31] Stuart had lost “over 500 men, including two colonels dead,” [32] and a brigade commander, Fitzhugh “Rooney” Lee, General Lee’s son, badly wounded. While recuperating at his wife’s home a few weeks later Lee “was captured by the enemy.” [33] Stuart claimed victory as he lost fewer troops and had taken close to 500 prisoners and maintained control of the battlefield.

But even Confederate officers were critical. Lafayette McLaws of First Corps wrote “our cavalry were surprised yesterday by the enemy and had to do some desperate fighting to retrieve the day… As you will perceive from General Lee’s dispatch that the enemy were driven across the river again. All this is not true because the enemy retired at their leisure, having accomplished what I suppose what they intended.” [34] Captain Charles Blackford of Longtreet’s staff wrote: “The fight at Brandy Station can hardly be called a victory. Stuart was certainly surprised, but for the supreme gallantry of his subordinate officers and men… it would have been a day of disaster and disgrace….” The Chief of the Bureau of War in Richmond, Robert H.G. Kean wrote “Stuart is so conceited that he got careless- his officers were having a frolic…” [35] Brigadier General Wade Hampton had the never to criticize his chief in his after action report and after the war recalled “Stuart managed badly that day, but I would not say so publicly.” [36]

The Confederate press was even more damning in its criticism of Stuart papers called it “a disastrous fight,” a “needless slaughter,” [37]and the Richmond Examiner scolded Stuart in words that cut deeply into Stuart’s pride and vanity:

The more the circumstances of the late affair at Brandy Station are considered, the less pleasant do they appear. If this was an isolated case, it might be excused under the convenient head of accident or chance. But the puffed up cavalry of the Army of Northern Virginia has twice, if not three times, surprised since the battles of December, and such repeated accidents can be regarded as nothing but the necessary consequences of negligence and bad management. If the war was a tournament, invented and supported for the pleasure of a few vain and weak-headed officers, these disasters might be dismissed with compassion, But the country pays dearly for the blunders which encourage the enemy to overrun and devastate the land, with a cavalry which is daily learning to despise the mounted troops of the Confederacy…” [38]

But the battle was more significant than the number of casualties inflicted or who controlled the battlefield at the end of the day. Stuart had been surprised by an aggressively led Union Cavalry force. The Union troopers fought a stubborn and fierce battle and retired in good order. Stuart did not appreciate it but the battle was a watershed, it ended the previous dominance of the Confederate Cavalry arm. It was something that in less than a years’ time would cost him his life.

Notes

[1] Sears, Stephen W. Gettysburg, Mariner Books, Houghton Mifflin Company, Boston and New York, 2003 p.59

[2] Foote, Shelby, The Civil War, A Narrative. Volume Two Fredericksburg to Meridian Random House, New York 1963 p.436

[3] Trudeau, Noah Andre. Gettysburg: A Testing of Courage, Harper Collins Publishers, New York 2002 p.25

[4] Wert, Jeffry D. A Glorious Army: Robert E. Lee’s Triumph 1862-1863 Simon and Schuster, New York and London 2011 p.218

[5] Alexander, Edward Porter. Fighting for the Confederacy: The Personal Recollections of General Edward Porter Alexander edited by Gary Gallagher University of North Carolina Press, Chapel Hill 1989 p.221

[6] Ibid. Wert A Glorious Army p.219

[7] Ibid. Sears Gettysburg p.60

[8] Korda, Michael. Clouds of Glory: The Life and Legend of Robert E. Lee Harper Collins Publishers, New York 2014 p.530

[9] Ibid. Foote The Civil War, A Narrative. Volume Two p.436

[10] Wert, Jeffry D. The Sword of Lincoln: The Army of the Potomac Simon and Schuster, New York and London 2005 p.260

[11] Dowdy, Clifford. Lee and His Men at Gettysburg: The Death of a Nation Skyhorse Publishing, New York 1986, originally published as Death of a Nation Knopf, New York 1958 p.37

[12] Ibid. Sears Gettysburg p.61

[13] Guelzo, Allen C. Gettysburg: The Last Invasion Vintage Books a Division of Random House, New York 2013 p.50

[14] Ibid. Wert The Sword of Lincoln p.260

[15] Fuller, J.F.C. Decisive Battles of the U.S.A. 1776-1918 University of Nebraska Press, Lincoln 2007 copyright 1942 The Royal Society for the Prevention of Cruelty to Animals p.223

[16] Ibid Trudeau Gettysburg a Testing of Courage p.26

[17] Ibid. Guelzo Gettysburg: The Last Invasion p.50

[18] Coddington, Edwin B. The Gettysburg Campaign: A Study in Command, A Touchstone Book, Simon and Schuster New York, 1968 p.53

[19] Davis, Burke J.E.B. Stuart: The Last Cavalier Random House, New York 1957 p.304

[20] Ibid. Foote The Civil War, A Narrative. Volume Two p.437

[21] Ibid. Sears Gettysburg p.63

[22] Ibid. Wert A Glorious Army p.221

[23] Ibid. Coddington The Gettysburg Campaign p.54

[24] Ibid. Sears Gettysburg p.64

[25] Ibid. Coddington The Gettysburg Campaign p.54

[26] Petruzzi, J. David and Stanley, Steven The Gettysburg Campaign in Numbers and Losses: Synopses, Orders of Battle, Strengths, Casualties and Maps, June 9 – July 1, 1863 Savas Beatie LLC, El Dorado Hills CA 2012 p.7

[27] Ibid. Sears Gettysburg p.64

[28] Ibid. Davis JEB Stuart p.306

[29] Ibid. Wert The Sword of Lincoln p.261

[30] Wert, Jeffry D. General James Longstreet The Confederacy’s Most Controversial Soldier, A Touchstone Book, Simon and Schuster, New York and London 1993 p. 251

[31] Ibid. Alexander Fighting for the Confederacy p.223

[32] Ibid. Davis JEB Stuart p.310

[33] Ibid. Wert A Glorious Army p.221

[34] Ibid. Coddington The Gettysburg Campaign p.59

[35] Ibid. Davis JEB Stuart p.310

[36] Ibid. Coddington The Gettysburg Campaign p.60

[37] Ibid. Guelzo Gettysburg: The Last Invasion p.57

[38] Ibid. Davis JEB Stuart p.311-312

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“Our Army Would be Invincible if…” The Problem of Senior Leadership in the Army of Northern Virginia June 1863 Part One First and Second Corps

on-to-gettysburg-900L

This is another installment of my Gettysburg campaign series and the first of four segments on the problems faced by Robert E. Lee as he attempted to find experienced and competent senior leaders to fill Corps, Division and Brigade command positions. I had planned this to be a single entry, but it has kind of taken on a life of its own…such is the life of a historian…. Anyway, I should be publishing the second part on A.P. Hill’s Third Corps and Stuart’s Cavalry division  tomorrow or Wednesday. Likewise, I will be expanding the second about Ewell’s Second Corps leadership and then doing a similar series on the problems of leadership in the Army of the Potomac, which undoubtedly take on a life of its own too…

An issue faced by armies that are forced to expand to meet the demands of war is the promotion and selection of competent leaders at all levels of command. It has been an issue throughout American military history including during our recent wars in Iraq and Afghanistan. The expansion of forces, the creation of new units and operational demands to employ those units sometimes result in officers being promoted, selected to command, being given field command or critical senior staff positions when in normal times they would not. To be fair, some do rise to the occasion and perform in an exemplary manner. Others do not. Those leaders that do not are quite often weeded out over the course of time but often not before their lack of experience, or incompetence proves disastrous on the battlefield. As Barbara Tuchman so eloquently put it:

“When the moment of live ammunition approaches, the moment to which all his professional training has been directed, when the lives of the men under him, the issue of the combat, even the fate of a campaign may depend upon his decision at a given moment, what happens inside the heart and vitals of a commander? Some are made bold by the moment, some irresolute, some carefully judicious, some paralyzed and powerless to act.” [1]

Stonewall Jackson was dead and with his death after the Pyrrhic victory at Chancellorsville General Robert E. Lee was faced with the necessity of reorganizing his army. Jackson’s loss was disastrous for Lee, for he lost the one man who understood him and his method of command more than anyone, someone for whom he had a deep and abiding affection. Months before Jackson’s death Lee said of him “Such an executive officer the sun has never shown on, I have but to show him my design, and I know that it if it can be done it will be done.” [2] After Jackson’s loss Lee said “I had such implicit confidence in Jackson’s skill and energy that I never troubled myself to give him detailed instructions. The most general suggestions were all that he needed.” [3] Lee met the loss with “resignation and deep perplexity,” his words displayed that sense of loss, as well as his sense of faith and trust in God’s providence “I know not how to replace him. God’s will be done. I trust He will raise someone up in his place…” [4]

In addition to the loss of Jackson, a major part of Lee’s problem was organizational. In 1862 Lee inherited an army that was a “hodgepodge of forces” [5] which was organized in an “unwieldy divisional command system, where green commanders out of necessity were given considerable independence.” [6] That organization was tested and found wanting during the Seven Days campaign where on numerous occasions division commanders failed to coordinate their actions with those of adjacent divisions or failed to effectively control their own troops during movement to contact or combat.

Shortly after the Seven Days Lee reorganized the army, working with the material that he had. He divided the army into two corps, under Jackson and James Longstreet, each composed of four divisions consisting of about 30,000 troops apiece. While both commanders were technically equals, it was Jackson to whom Lee relied on for the most daring tasks, and whom he truly considered his closest confidant and his “executive officer.”

The organization worked well at Second Manassas, Fredericksburg and Chancellorsville, although Longstreet’s corps was detached from the army at the time of the latter, and with the loss of Jackson on the first night of that battle neither A.P. Hill nor J.E.B. Stuart effectively commanded Second Corps during the remainder of the battle.

Longstreet and Jackson served to balance each other and each enjoyed the trust of Lee. Lee’s biographer Michael Korda calls them the:

“yin and yang of subordinates. Jackson was superb at guessing from a few words exactly what Lee wanted done, and setting out to do it immediately without argument or further instructions; Longstreet was as good a soldier, but he was an instinctive contrarian and stubbornly insisted on making Lee think twice, and to separate what was possible from what was not.” [7]

Both men had been instrumental to Lee’s battlefield success and both played indispensable roles in Lee’s ability to command the army.

Likewise, the sheer size of Lee’s formations posed problems both in moment and combat, as Lee noted “Some of our divisions exceed the army Genl Scott entered Mexico with, & our brigades are larger than divisions”…that created stupendous headaches in “causing orders & req[uisitions] to be obeyed.” [8] Lee wrote to Jefferson Davis on May 20th “I have for the past year felt that the corps of the army were too large for one commander. Nothing prevented my proposing to you to reduce their size and increase their number but my inability to recommend commanders.” [9]

In the hands of Longstreet and Jackson these massive corps were in the good hands of leaders who could effectively handle them, “but in anyone else’s hands, a corps the size of Jackson’s or Longstreet’s might prove so big as to become clumsy, or even worse, might call for a degree of micromanagement that Lee and his diminutive staff might not be able to deliver.” [10] Thus Lee did not try to replace Jackson; he wrote to Davis the reasons for creating a new corps:

“Each corps contains in fighting condition about 30,000 men. These are more than one man can handle & keep under his eye in battle….They are always beyond the range and vision & frequently beyond his reach. The loss of Jackson from the command of one half of the army seems to me a good opportunity to remedy this evil.” [11]

Instead of appointing one man to command Second Corps, Lee reorganized the army and created two corps from it, stripping a division of Longstreet to join the new Third Corps and dividing the large “Light” Division of A.P. Hill, which under Hill’s “intelligent administration probably is the best in the army” [12] into two divisions.

The problem for Lee was just who to place in command of the new corps and divisions that he was creating. Lee was deeply aware of this problem, and wrote to John Bell Hood that the army would be “invincible if it could be properly organized and officered. There never were such men in an Army before. The will go anywhere and do anything if properly led. But there is the difficulty-proper commanders- where can they be obtained?” [13] Lee sought the best commanders possible for his army, but the lack of depth in the ranks of season, experienced commanders, as well as the need to placate political leaders made some choices necessary evils.

The First Corps, under Longstreet remained relatively intact, but now less the division of Major General Richard Anderson, which was transferred to the new Third Corps. The First Corps now had three divisions instead of four, those of Major General Lafayette McLaws, Major General John Bell Hood and Major General George Pickett. McLaws and Hood were both experienced division commanders who worked well under Longstreet.

McLaws had served in the old army. An 1842 graduate of West Point McLaws served in the infantry and was resigned from the army in 1861 to take command of a Georgia regiment.   McLaws was “a capable soldier without flair, who steady performance never produced a high moment. His reliability and dogged tenacity rubbed off on his men, however, and made them as hard to dislodge as any in the army.” [14] Porter Alexander noted that in the defense “McLaws was about the best in the army…being very painstaking about details, & having an eye for good ground.” [15] But there was a drawback, for all of his solidness and fortitude “he lacked a military imagination,” and was “best when told exactly what to do and closely supervised by superiors.” [16]His division was typical of many in First Corps, “outstanding on defense and led by a competent soldier, they were thoroughly dependable. With the reliance of old pro’s, they did what they were told, stood up under heavy casualties, and produced tremendous firepower.” [17]

McLaws was fortunate to have solid brigade commanders, three of whom had served with him from the beginning, so the lack of familiarity so common in the divisions of Second and Third Corps was not an issue. Interestingly none were professional soldiers.

Brigadier General Joseph Kershaw was a lawyer and politician he had served in Mexico with the Palmetto Regiment and volunteered for service as South Carolina succeeded and he was at Fort Sumter. As commander of the 2nd South Carolina and as a brigade commander he distinguished himself during the Seven Days, Antietam and Fredericksburg He displayed an almost natural ability for “quick and rational decisions, and he never endangered his men rashly. McLaws had complete faith in him and his brigade…” [18]

Brigadier General Paul Semmes was a banker and plantation owner from Georgia and the brother of the Confederacy’s most famous naval commander, Raphael Semmes, who commanded the Raider C.S.S. Alabama. Semmes “was well known in Georgia as a man both of military tastes & accomplishments before the war & though of no military education he was one of the first generals created.” [19] He commanded the 2nd Georgia Regiment and by 1862 was in command of McLaws’ old brigade which he led with distinction during the Seven Days, Antietam and Chancellorsville. By Gettysburg he “had proved himself a worthy and capable brigadier” [20] and Porter Alexander wrote “and it is due to say that there was never a braver or a better.” [21]

Brigadier General William Barksdale was a Mississippi lawyer, newspaper editor and politician who had served in Mexico as a quartermaster, but who “frequently appeared at the front during heavy fighting, often coatless and carrying a large sword.” [22] He was one of the few generals who had been “violently pro-slavery and secessionist” [23] and as a Congressman had been involved in the altercation when Representative Preston Brooks nearly killed Massachusetts Senator Charles Sumner in the Senate chamber. At the outbreak of the war Barksdale volunteered for service and took command of a brigade at Malvern Hill and at Antietam and Fredericksburg was in the thick of the fight. He had a strong bond with his soldiers.

Brigadier General William Wofford was the newest of McLaws’ brigade commanders. Wofford was a Georgia newspaper owner and lawyer who had done a great deal of fighting in the Mexican War where he commanded a company despite having no military education. He was considered a man of “high morale bearing…of the strictest sobriety, and, indeed of irreproachable moral character.” [24] Demonstrating the tensions of the day Wofford was a “staunch Unionist Democrat” who “opposed secession and voted against it at the Georgia secession convention.” [25] Wofford volunteered for service and was “elected colonel of the first Georgia regiment to volunteer for the war.” [26] That being said Wofford “was a decided Union man from first to last during the whole war” and saw “with exceptional prescience…the certain fatality” of secession, but once the deed was done, he closed ranks…” [27] Wofford served well as a regimental commander and acting brigade commander during the Seven Days, Second Manassas, Antietam and Fredericksburg and was promoted to the brigadier general and command of a brigade just before Chancellorsville.

Major General John Bell Hood was an 1853 graduate of West Point and had served as a cavalry officer under Lee’s command in Texas. He gained a stellar reputation as a leader and fighter and when his home state of Kentucky did not secede he attached himself to his adopted state of Texas. He began the war as a lieutenant but by 1862 was a Brigadier General commanding the only Texas brigade in the east. He took command of a division following the Seven Days and during the next year built a “combat record unequalled by any in the army at his level.” [28] And the “reputation gained as commander of the Texas Brigade and as a division commander made him both a valuable general officer and a celebrity who transcended his peers.” [29]

Hood’s brigade commanders were as solid as group as any in the army:

Brigadier General Evander Law was a graduate of the South Carolina Military (the Citadel) and a professor in various military colleges and schools before the war. He served admirably as a regiment and brigade commander during the Seven Days, Second Manassas, and Antietam and was promoted to brigadier general in October 1862 just prior to Fredericksburg. After Chancellorsville he was the senior brigadier in Hood’s division. He had “military training, youth, dash ability and familiarity with his men- a formidable package in combat.” [30]

Brigadier General George “Tige” Anderson was a Georgian who had served in Mexico as a lieutenant of Georgia cavalry and in 1865 was commissioned as a captain in the Regular cavalry, but resigned after three years. He had no formal military training but was considered a capable officer. He was present at most of the major battles fought by the Army of Northern Virginia but in most cases his brigade had not been heavily engaged and had “little chance to distinguish himself” but he was loved by his soldiers. One wrote that he “stands up for us like a father” while another wrote “He is always at his post.” [31]

Hood’s old Texas Brigade was commanded by Brigadier General Jerome Robertson. At the age of forty-eight he had served with Sam Houston in the Texas War for Independence and later took time off to serve fighting Indians. He practiced medicine in Texas and in 1861 was a pro-secession delegate to the Texas secession convention. He was commissioned as a Captain and promoted to Colonel of the 5th Texas just prior to the Seven Days and led that unit to fame. He was promoted after Antietam to command the Texas Brigade. Away from most of the action at Fredericksburg and Chancellorsville he would have his first combat experience as a brigade commander at Gettysburg.

Brigadier General Henry Benning was a lawyer and Georgia Supreme Court justice. While not having any military training or experience he was “known to all as a man of the highest integrity, and he was compared in character to that earlier champion of the South, John Calhoun. He was one of the most industrious and capable men in the Confederacy.” [32] Unlike other Confederate political leaders he favored a strong central government for the new South. He was considered a prime candidate for a cabinet post but had already decided to serve in the new army and helped organize the 17th Georgia Infantry. As a regiment commander and acting brigade commander at Antietam, his brigade had held off Burnside’s corps at the Burnside Bridge and became known as “Old Rock” [33]and was a “proven commander” who “provided strong leadership and bolstered the confidence of the men under him.” [34]

Major General George Pickett had commanded his division for some time, but Pickett “had never led his division in combat.” [35] Likewise the brigades of his division had not fought together in a major engagement and the division was new to fighting as a part of First Corps. The campaign would also be Pickett’s first offensive campaign as a division commander. Pickett was an 1846 graduate of West Point who though well liked “showed evidence of a meager intellect and aversion to hard work.” [36] However he distinguished himself by his gallantry at Chapultapec in the Mexican War where taking the colors from the wounded Longstreet and “carried them over the wall[37] gaining fame around the country for the exploit. Pickett was a protégé of Longstreet who “had been instrumental in Pickett’s appointment to divisional command.” [38] Pickett was “untried at his new rank, but had been an excellent brigade leader and with Longstreet’s full support was apt to direct with wisdom his larger force.” [39]

Pickett’s division only had three of his five brigades at Gettysburg. Two were commanded by old Regular officer’s Richard Garnett and Lewis Armistead, and the third by James Kemper.

Brigadier General James Kemper was the only non-professional soldier of the three brigade commanders. Kemper had been a captain of volunteers in the Mexican War, but that war ended before he could see action. He was a politician who had served twice as Virginia’s Speaker of the House and “was another of those civilian leaders who, accustomed to authority, translated their gifts to command in the field.” [40] During his time as a legislator Kemper had served as “chairman of the Military Affairs Committee in the years before the Civil War, and insisted on a high level of military preparedness.” [41] Kemper served as commander of the 7th Virginia Regiment and was promoted to brigadier general after Seven Pines and commanded the brigade at Second Manassas and Antietam. He was “very determined and was respected by brother officers for solid qualities and sound judgment.” [42]

Brigadier Richard Garnett came to his command and to Gettysburg under a cloud. He was a West Point graduate, class of 1841who strong Unionist, but who had resigned his commission in the Regular Army because he “felt it an imperative duty to sacrifice everything in support of his native state in her time of trial.” [43] Garnett had run afoul of Jackson while commanding the Stonewall Brigade and during the Valley campaign had been relieved of command and arrested by Jackson for ordering a retreat without Jackson’s permission. Garnett had been “humiliated by accusations of cowardice” [44] and demanded a court-martial which never was held as Lee transferred him away from Jackson to Pickett’s division. Gettysburg offered him “his first real opportunity with Pickett’s division to clear his honor as a gentleman and a soldier.” [45]

Pickett’s last brigade was commanded by an old Regular, and longtime friend and comrade of Garnett, Brigadier General Lewis Armistead. He was expelled from West Point and later was commissioned directly into the infantry in 1839. He fought in the Mexican War where he received two brevet promotions for gallantry and was wounded at Chapultapec. Like Garnett Armistead resigned his commission in 1861 to serve in the Confederate army where he took command of the 57th Virginia Infantry and shortly thereafter was promoted to Brigadier General. He held brigade command and served Provost Marshal during Lee’s 1862 invasion of Maryland. He had seen little action since Second Manassas, but was known for “his toughness, sound judgment and great personal courage.” [46]

To command what was left of Second Corps Lee promoted Major General Richard Ewell to Lieutenant General. Ewell had been an effective and dependable division commander under Jackson but had been wounded at Groveton where he was severely wounded and lost a leg, which meant the “absence for long months of the most generous, best disciplined, and in many soldierly qualities, the ablest of Jackson’s subordinates.” [47] However, Ewell, though serving long with Jackson in the Shenandoah Valley had served “only briefly under Lee” [48] before being wounded at Groveton. The result was that neither fully knew or understood each other. Lee knew Ewell’s excellent reputation among the soldiers of Second Corps and “may have heard rumors that on his deathbed Jackson expressed a preference for Ewell as his successor.” [49] Ewell was a modest man and “had maintained a reputation for solid competence.” [50] Freeman wrote:

“In part, the appointment of Dick Ewell was made because of sentimental association with the name Jackson, and in part because of admiration for his unique, picturesque, and wholly lovable personality. Of his ability to lead a corps nothing was known. Ewell had never handled more than a division and he had served with Lee directly for less than a month.” [51]

In sending the recommendation on to Richmond Lee termed Ewell “an honest, brave soldier, who has always done his duty well.” [52] It was not a resounding recommendation, but then Lee barely knew Ewell. Lee wrote after the war that he recommended Ewell “with full knowledge of “his faults as a military leader- his quick alternations from elation to despondency[,] his want of decision &c.” [53] Many questions hovered around the appointment of Ewell including how the loss of his leg, his recent marriage, newness to corps command and unfamiliarity with Lee’s style of command would have on him. Had Lee known that the humble Ewell had reservations of his own about assuming command of a corps and going back to battle after the traumatic amputation of his leg, he had written “I don’t feel up to a separate command” and he had “no desire to see the carnage and shocking sights of another field of battle.” [54]

Ewell’s reorganized Second Corps now consisted of his former division, commanded since Antietam by Major General Jubal Early. Early was an unusual character. He was a West Point graduate who had served in the Seminole wars, left the army and became a highly successful lawyer. He served in the Mexican war as a Major with Virginia volunteers and returned to civilian life. He was “notoriously a bachelor and at heart a lonely man.” Unlike many Confederate officers he had “no powerful family connections, and by a somewhat bitter tongue and rasping wit” isolated himself from his peers.[55] He was a Whig and opposed succession, volunteering for service only after Lincoln called for 75,000 volunteers to crush the rebellion. Called the “my old bad man” by Lee, who “appreciated Early’s talents as a soldier and displayed personal fondness for his cantankerous and profane Lieutenant …who only Stonewall Jackson received more difficult assignments from Lee.” [56] He was affectionately known as “Old Jube” or “Jubilee” by his soldiers he is the most influential of Ewell’s commanders, and his “record in battle prior to Gettysburg was unsurpassed.” [57]

The corps also contains the former division of Stonewall Jackson under the command of Edward “Old Allegheny” Johnson, an old regular with a solid record of service. However, Johnson had spent a year recovering from a serious wound and took command of the division after Chancellorsville. He was an outsider to the division, “with no real experience above the brigade level” and he was “unfamiliar with the qualities and limitations of his four new brigadiers.” [58] The former division of D.H. Hill was now under the command of Robert Rodes, a VMI graduate and professor who had never served in the Regular Army and only had briefly commanded a division before his appointment to command. Rodes was a solid officer who in time became an excellent division commander, but at Gettysburg he was still new and untried. In the summer of 1863 Rodes was one of the Army of Northern Virginia’s brightest stars…because of his effective, up-front style of combat leadership.” [59]

The brigade level commanders in the corps were another matter. Early’s division included standouts such as Brigadier General John Gordon and Harry Hays, which was balanced out by the weakness of Brigadier General William “Extra Billy” Smith and the inexperience of Colonel Isaac Avery, who commanded the brigade of Robert Hoke who had been wounded at Chancellorsville.

In Johnson’s division the situation was more unsettled, as Johnson and all of his brigade commanders were new to their commands. Johnson’s division had Brigadier General George “Maryland” Steuart, a tough old regular cavalry officer who was new to command of a troubled brigade whose commander had just been relieved, Brigadier General John Marshall Jones who also was a former regular, but who had a well-known problem with alcohol, who had never held a field command, like his division commander he was new to the division. Brigadier General James Walker commanded the “Stonewall” Brigade. Walker replaced the brigade commander, Paxton who had been killed at Chancellorsville. He had commanded the 13th Virginia in Ewell’s division and served as acting commander of different brigades during the Seven Days, Antietam and Fredericksburg and had a solid record of success. He had just been promoted to Brigadier General and was new to both the Stonewall Brigade and the division whose officers initially resisted the appointment of an outsider but soon warmed up to their new commander. Colonel Jesse Williams had just taken command of the brigade of Brigadier General Francis Nichols who had been wounded at Chancellorsville.

Rodes division was the largest in the army with five brigades present at Gettysburg. His brigade commanders were a mixed bag ranging from the excellent Brigadier General George Doles and Stephen Ramseur, Brigadier General Junius Daniel, a former regular who had much brigade command time but little combat experience, despite the lack of combat experience Daniel was well respected and “had the essential qualities of a true soldier and successful officer, brave, vigilant, honest…gifted as an organizer and disciplinarian, skilled in handling troops.” [60] However, Rodes was saddled with two commanders of dubious quality, Brigadier General Alfred Iverson, who was hated by his men and Colonel Edward O’Neal, a leading secessionist politician “who had absolutely no military experience before the war” [61] and who had been ineffective as an acting brigade commander when he took over for Rodes at Chancellorsville, however, Lee was forced to leave O’Neal at the head of his brigade for lack of other senior leaders over Rodes objections.

To be continued…

Notes

[1] Tuchman, Barbara The Guns of August Ballantine Books, New York 1962 Amazon Kindle edition location 2946

[2] Taylor, John M. Duty Faithfully Performed: Robert E Lee and His Critics Brassey’s, Dulles VA 1999 p.128

[3] Dowdy, Clifford. Lee and His Men at Gettysburg: The Death of a Nation Skyhorse Publishing, New York 1986, originally published as Death of a Nation Knopf, New York 1958 p.30

[4] Freeman, Douglas Southall, Lee’s Lieutenant’s a Study in Command, One volume abridgement by Stephen W Sears, Scribner, New York 1998 p.524

[5] Ibid. Dowdy. Lee and His Men at Gettysburg p.30

[6] Hagerman, Edward. The American Civil War and the Origins of Modern Warfare. Midland Book Editions, Indiana University Press. Bloomington IN. 1992 p.110

[7] Korda, Michael. Clouds of Glory: The Life and Legend of Robert E. Lee Harper Collins Publishers, New York 2014 p.527

[8] Guelzo, Allen C. Gettysburg: The Last Invasion Vintage Books a Division of Random House, New York 2013 pp.20-21

[9] Wert, Jeffry D. General James Longstreet The Confederacy’s Most Controversial Soldier, A Touchstone Book, Simon and Schuster, New York and London 1993

[10] Ibid. Guelzo, Gettysburg: The Last Invasion pp.20-21

[11] Thomas, Emory Robert E. Lee W.W. Norton and Company, New York and London 1995 p.289

[12] Ibid. Freeman Lee’s Lieutenants p.35

[13] Coddington, Edwin B. The Gettysburg Campaign: A Study in Command, A Touchstone Book, Simon and Schuster New York, 1968 p.12

[14] Tagg, Larry The Generals of Gettysburg: The Leaders of America’s Greatest Battle Da Capo Press Cambridge MA 1998 Amazon Kindle Edition pp.208-209

[15] Alexander, Edward Porter. Fighting for the Confederacy: The Personal Recollections of General Edward Porter Alexander edited by Gary Gallagher University of North Carolina Press, Chapel Hill 1989 p.170

[16] Ibid. Tagg The Generals of Gettysburg p.209

[17] Ibid. Dowdy. Lee and His Men at Gettysburg p.176

[18] Ibid. Tagg The Generals of Gettysburg p.214

[19] Ibid. Alexander Fighting for the Confederacy p.80

[20] Ibid. Tagg The Generals of Gettysburg p.217

[21] Ibid. Alexander Fighting for the Confederacy p.80

[22] Ibid. Tagg The Generals of Gettysburg pp.217-218

[23] Ibid. Dowdy. Lee and His Men at Gettysburg p.217

[24] Ibid. Guelzo, Gettysburg: The Last Invasion p.296

[25] Ibid. Tagg The Generals of Gettysburg p.221

[26] Ibid. Guelzo, Gettysburg: The Last Invasion p.297

[27] Ibid. Guelzo, Gettysburg: The Last Invasion pp.296-297

[28] Ibid. Tagg The Generals of Gettysburg p.224

[29] Pfanz, Harry F. Gettysburg: The Second Day. University of North Carolina Press, Chapel Hill 1987 p.161

[30] Ibid. Tagg The Generals of Gettysburg p.228

[31] Ibid. Tagg The Generals of Gettysburg p.230

[32] Ibid. Tagg The Generals of Gettysburg p.234

[33] Ibid. Freeman Lee’s Lieutenants p.430

[34] Ibid. Tagg The Generals of Gettysburg p.235

[35] Ibid. Coddington The Gettysburg Campaign p.12

[36] Ibid. Tagg The Generals of Gettysburg p.237

[37] Ibid. Wert General James Longstreet p.45

[38] Wert, Jeffery D. Gettysburg Day Three A Touchstone Book, New York 2001 p.110

[39] Ibid. Freeman Lee’s Lieutenants p.385

[40] Ibid. Dowdy. Lee and His Men at Gettysburg p.268

[41] Ibid. Tagg The Generals of Gettysburg p.241

[42] Ibid. Dowdy. Lee and His Men at Gettysburg p.269

[43] Ibid. Dowdy. Lee and His Men at Gettysburg p.269

[44] Ibid. Guelzo, Gettysburg: The Last Invasion p.379

[45] Ibid. Dowdy. Lee and His Men at Gettysburg p.270

[46] Ibid. Tagg The Generals of Gettysburg p.244

[47] Ibid. Freeman Lee’s Lieutenants p.322

[48] Gallagher, Gary. Confederate Corps Leadership on the First Day at Gettysburg: A.P. Hill and Richard S. Ewell in a Difficult Debut in The First Day at Gettysburg edited by Gallagher, Gary W. Kent State University Press, Kent Ohio 1992 p.47

[49] Ibid. Gallagher Confederate Corps Leadership on the First Day at Gettysburg p.47

[50] Ibid. Taylor, John Duty Faithfully Performed p.130

[51] Ibid. Freeman Lee’s Lieutenants p.322

[52] Ibid. Gallagher Confederate Corps Leadership on the First Day at Gettysburg p.48

[53] Ibid. Gallagher Confederate Corps Leadership on the First Day at Gettysburg p..49

[54] Ibid. Guelzo, Gettysburg: The Last Invasion p.23

[55] Ibid. Freeman Lee’s Lieutenants p.33

[56] Gallagher, Gary W. Jubal A. Early, the Lost Cause, and Civil War History: A Persistent Legacy; Frank L Klement Lecture, Alternate Views of the Sectional Conflict Marquette University Press Marquette WI 2003 p.11

[57] Ibid. Tagg The Generals of Gettysburg p.256

[58] Ibid. Tagg The Generals of Gettysburg pp.269-270

[59] Ibid. Tagg The Generals of Gettysburg p. 284

[60] Ibid. Tagg The Generals of Gettysburg p.292

[61] Ibid. Tagg The Generals of Gettysburg p.299

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Strategy and Policy: Lee’s Offensive Gettysburg Campaign -The Worst of Both Worlds

A cohesive national strategy involves true debate and consideration of all available courses of action. It must look at the ends, ways and means of achieving national strategic objectives as well as the risk entailed in each course of action. It has to involve both the political leadership and military commanders. Clausewitz said: “the supreme, most far reaching act of judgment that the statesman and commander have to make is to establish by that test the kind of war on which they are embarking; neither mistaking it for, nor trying to turn it into, something that is alien to its nature.” [1]

“Wars are not free flowing events, sufficient unto themselves as objects for study and understanding. Instead they are entirely the product of their contexts.” [2] Thus it is imperative that both political and military leaders understand for what purpose they embark on a war or begin a campaign. Even in the recent American experience we can recount time after time where American political leaders of both the Republican and Democrat parties, as well as military leaders and planners have failed to grasp the central truth of was Clausewitz wrote about the nature of war.

davis and cabinet

British political and military theorist Colin S. Gray writes: “Choice of strategy can determine whether or not policy goals will be attainable. And that choice must provide the most vital contexts for tactical behavior. Once policy objectives have been chosen, strategy is the function that delivers victory.” [3] In our recent wars and in the American Civil War this maxim has been born out time and time again.

Thus, the Gettysburg campaign has to be looked at in the context of Grand Strategy and what was necessary for both sides to achieve their goals. For the Confederacy this was independence and in the context of the Gettysburg campaign the key question is whether it should have been made at all. While Lee is regarded as a masterful commander by many, the myth created by the Lost Cause school of history, in which the failure of Confederate war aims cannot be ascribed to Lee, keeps many people from asking the hard questions of strategy, and how Lee as commander failed to understand what was best for his country.

The key consideration, as Alan T. Nolan observes “must be whether a general’s actions helped or hurt the cause of his government in view of that government’s grand strategy. In short, the appropriate inquiry is to ask whether a general’s actions related positively or negatively to the war objectives and national policy of his government.” [4] The question was one of following a strategy of the defensive as Washington had done in the Revolutionary War, or a strategy of the offense culminating in a climactic battle that would decide the outcome of the war.

A defensive strategy was seen by British observers early in the war as the most feasibly for achieving Southern military and political goals in relationship to attaining independence. In the Revolution, Washington remained on the “grand strategic defensive” and “lost many battles and retreated many times, but they kept their forces in the field to avoid being ultimately defeated, and they won because the British decided that the struggle was either too hopeless or too burdensome to pursue.” [5] They had no doubt that this was the best policy for the Confederate government and military to achieve their strategic end.

The terrain of Virginia, particularly the number of east-west running rivers, the swamps that lay to the east of Richmond and the nearly impassible Wilderness to its north made any Union offensive a costly proposition. Clausewitz noted that terrain has “a decisive influence on the engagement, both as to its course and to its planning and exploitation….Their principle effect lies in the realm of tactics, but the outcome is a matter of strategy” [6]

This naturally advantageous terrain gave the advantage to Lee on the defense, but Lee seemed to never fully appreciate the strategic strength that the nature of the terrain, especially that of the Wilderness offered him. J.F.C. Fuller noted that “the Wilderness had been his staunchest ally. It was not only a natural fortress protecting Richmond, but a spider’s web to any army advancing from the north. Lee never fully realized this, for if he had done so his strategy would have been based upon maneuvering his enemy again and again into this entanglement and defeating him.” [7]

However, the strategic defensive was not that of Robert E. Lee. Lee’s view throughout the war, even as late as the siege of Petersburg was that of the offensive and climactic battle: “If we can defeat or drive the armies of the enemy from the field, we shall have peace. Our efforts and energies should be devoted to that object.” [8]

In 1863 the Confederacy was confronted with the choice of how it would deal with the multiple threats to it posed by Union forces in both the West at Vicksburg, as well as in Tennessee as well as the East, where the Army of the Potomac was in striking distance of Richmond. The strategic situation was bad but few Confederate politicians realized just how bad things were, or cared in the post Chancellorsville euphoria.

In the west the strategic river city of Vicksburg Mississippi was threatened by the Army of Union General Ulysses S Grant, and Naval forces under the command of Admiral David Farragut and Admiral David Dixon Porter. If Vicksburg fell the Union would control the entire Mississippi and cut the Confederacy in two. Union forces also maintained a strong presence in the areas of the Virginia Tidewater and the coastal areas of the Carolinas; while in Tennessee a Union Army under Rosecrans, was stalemated, but still threatening Chattanooga, the gateway to the Deep South. The blockade of the United States Navy continually reinforced since its establishment in 1861, had crippled the already tenuous economy of the Confederacy. The once mocked “anaconda strategy” devised by General Winfield Scott was beginning to pay dividends. [9] Of the nine major Confederate ports linked by rail to the inland cities the Union, all except three; Mobile, Wilmington and Charleston were in Union hands by April 1862. [10]

However, the Confederate response to the danger was “divided councils and paralysis” [11] in their upper leadership, between those like Lee who advocated for the offensive and those like Davis who advocated a defensive strategy. The military relationship between Lee and Davis “represented a continuous compromise between the president’s undeclared policy of outlasting the enemy and the general’s purpose of winning by breaking the enemy’s will to continue their effort at subjugation.” [12]

Davis, though he was Commander-in-Chief wavered between the two strategic ideas throughout the first years of the war, something that was worse than coming to no decision at all. Lee’s latest biographer Michael Korda makes the point that: “The danger that the Confederacy might unravel from west to east, whatever happened between the Rappahannock and the Potomac, was Grant’s central strategic idea, and should have been the overriding concern of the Confederate government; but Lee’s position as the South’s most respected and admired military figure, the high drama of his rapid marches and his victories against much larger armies had a profound effect on southern military strategy.” [13] Instead it was not, and a fog of confused policies confounded Confederate war efforts.

Confederate Secretary of War James Seddon and President Jefferson Davis recognized the danger in the winter of 1862-1863. During the winter Davis and Seddon suggested to Lee that he detach significant units, including Pickett’s division to relieve the pressure in the west and blunt Grant’s advance. Lee would have nothing of it; he argued that the war would be won in the East. He told Seddon that “The adoption of your proposition is hazardous, and it becomes a question between Virginia and the Mississippi.” [14] From a strategic point of view it is hard to believe that Lee could not see this, “but in the post-Chancellorsville aura of invincibility, anything seemed possible.” [15]

However, much of Lee’s reasoning can be explained by what he saw as his first duty, the defense of Virginia. Lee’s biographer Michael Korda points out that Lee’s strategic argument was very much influenced by his love of Virginia, which remained his first love, despite his deep commitment to the Confederacy. Korda noted that Lee: “could never overcome a certain myopia about his native state. He remained a Virginian first and foremost…..” [16] Fuller wrote that Lee “was so obsessed by the idea of threatening Washington in order to relieve Northern Virginia, that throughout his generalship he never saw the war as a whole.” [17] It was Lee’s view that if Virginia was lost, so was the Confederacy, and was concerned that whatever units left behind should he dispatch troops from his Army west, would be unable to defend Richmond.

Likewise, despite the success of his defensive battles at Fredericksburg and Chancellorsville, Lee was not encouraged. Those victories had elated the Confederacy and caused great concern in the North. But Lee was depressed after each. Lee told Harry Heth after Chancellorsville: “Our people were wild with delight- I, on the contrary, was more depressed than after Fredericksburg; our loss was severe, and again we had not gained an inch of ground, and the enemy could not be pursued…” [18]

Some Confederate leaders realized the mortal danger presented by Grant in the West including officials in the War Department, one of whom wrote “The crisis there is of the greatest moment. The loss of Vicksburg and the Mississippi river…would wound us very deeply in a political as well as a military point of view.” [19]

Despite this Seddon did remain in favor of shifting troops west and relieving Vicksburg. He was backed in this by Joseph Johnston, Braxton Bragg, P.T.G. Beauregard and James Longstreet. In Mid-May of 1863 Beauregard proposed a strategy to concentrate all available forces in in Tennessee and going to the strategic defensive on all other fronts. Beauregard, probably the best Southern strategist “saw clearly that the decisive point lay in the West and not the East.” [20] Beauregard’s plan was to mass Confederate forces was crush Rosecrans, relieve Vicksburg and then move east to assist Lee in destroying the Army of the Potomac in his words to complete “the terrible lesson the enemy has just had at Chancellorsville.” [21] His plan was never acknowledged and in a letter to Johnston, where he re-sent the plan he noted “I hope everything will turn out well, although I do not exactly see how.” [22]

James Longstreet had proposed a similar measure to Seddon in February 1863 and then again on May 6th in Richmond. Longstreet believed that “the Confederacy’s greatest opportunity lay “in the skillful use of our interior lines.” [23] He suggested to Seddon that two of his divisions link up with Johnston and Bragg and defeat Rosecrans and upon doing that move toward Cincinnati. Longstreet argued that since Grant would have the only Union troops that could stop such a threat that it would relieve “Pemberton at Vicksburg.” [24] Seddon favored Longstreet’s proposal but Jefferson Davis having sought Lee’s counsel rejected the plan, Longstreet in a comment critical of Davis’s rejection of the proposal wrote: “But foreign intervention was the ruling idea with the President, and he preferred that as the easiest solution of all problems.” [25] Following that meeting Longstreet pitched the idea to Lee who according to Longstreet “recognized the suggestion as of good combination, and giving strong assurance of success, but he was averse to having a part of his army so far beyond his reach.” [26]

In early May 1863 Lee, commanding the Army of Northern Virginia realized that the Confederacy was in desperate straits. Despite numerous victories against heavy odds, Lee knew that time was running out. Though he had beaten the Army of the Potomac under General Joseph Hooker at Chancellorsville, he had not destroyed it and Hooker’s Army, along with a smaller force commanded by General Dix in Hampton Roads still threatened Richmond. He had rejected the western option presented by Seddon, Beauregard and Longstreet. Lee questioned “whether additional troops there would redress the balance in favor of the Confederacy, and he wondered how he would be able to cope with the powerful Army of the Potomac.” [27]

In Lee’s defense neither of these suggestions was unsound, but his alternative, an offensive into Pennsylvania just as unsound and undertaken for “confused” reasons. Confederate leaders realized that “something had to be done to save Vicksburg; something had to be done to prevent Hooker from recrossing the Rappahannock; something had to be done to win European recognition, or compel the North to consider terms of peace…[28] However added to these reasons, and perhaps the most overarching for Lee was “to free the State of Virginia, for a time at least, from the presence of the enemy” and “to transfer the theater of war to Northern soil….” [29]

On May 14th Lee travelled by train to Richmond to meet with President Jefferson Davis and War Secretary James Seddon. At the meeting Lee argued for an offensive campaign in the east, to take the war to Pennsylvania. Lee had three major goals for the offensive, two which were directly related to the immediate military situation and one which went to the broader strategic situation.

Lee had long believed that an offensive into the North was necessary, even before Chancellorsville. As already noted, Lee did not believe that reinforcing the Confederate Armies in the West would provide any real relief for Vicksburg. Lee believed, quite falsely, that the harsh climate alone would force Grant to break off his siege of Vicksburg. [30] Russell Weigley wrote that “In truth, Lee seems to have been less than fully responsive to the problems of the West, partly out of Virginia parochialism- he always regarded his sword as serving his first state of Virginia-and partly in adherence to his military philosophy,” [31] that of the offensive. Lee was not willing to sacrifice Virginia for the west, and “tenaciously fought every suggestion that the Army of Northern Virginia be denuded to reinforce the west, and his influence over Davis guaranteed, at least until the fall of 1863, that the defense of Virginia would always be able to outweigh the demands for help from the Confederate forces in the West.” [32]

Instead of sending troops west, Lee believed that his army, flush with victory needed to be reinforced and allowed to advance into Pennsylvania. Lee proposed withdrawing Beauregard’s 16,000 soldiers from the Carolinas to the north in order “increase the known anxiety of Washington authorities” [33] and he sought the return of four veteran brigades which had been loaned to D.H. Hill in North Carolina. In this he was unsuccessful. He received two relatively untested brigades from Hill; those of Johnston Pettigrew and Joseph Davis instead two of Pickett’s veteran brigades. The issue of the lack of reinforcements was a “commentary on the severe manpower strains rending the Confederacy…and Davis wrote Lee on May 31st, “and sorely regret that I cannot give you the means which would make it quite safe to attempt all that we desire.” [34]

Lee’s Chief of Staff Colonel Charles Marshall crafted a series of courses of action for Lee designed to present the invasion option as the only feasible alternative for the Confederacy. Lee’s presentation was an “either or” proposal. He gave short shrift to any possibility of reinforcing Vicksburg and explained “to my mind, it resolved itself into a choice of one of two things: either to retire to Richmond and stand a siege, which must ultimately end in surrender, or to invade Pennsylvania.” [35] As any military planner knows the presentation of courses of action designed to lead listeners to the course of action that a commander prefers by ignoring the risks of such action, downplaying other courses of action is disingenuous. In effect Lee was asking Davis and his cabinet to “choose between certain defeat and possibly victory” [36] while blatantly ignoring other courses of action or playing down other very real threats in the West.

Lee embraced the offensive as his grand strategy and rejected the defensive in his presentation to the Confederate cabinet, and they were “awed” by Lee’s strategic vision. Swept up in Lee’s presentation the cabinet approved the invasion despite the fact that “most of the arguments he made to win its approval were more opportunistic than real.” [37] However, Postmaster General John Reagan objected and stated his dissent arguing that Vicksburg had to be the top priority. But Lee was persuasive telling the cabinet “There were never such men in any army before….They will go anywhere and do anything if properly led….” So great was the prestige of Lee, “whose fame…now filled the world,” that he carried the day.” [38]

Although both Seddon and Davis had reservations about the plan they agreed to it. Unfortunately for all of them they never really settled the important goals of the campaign including how extensive the invasion would be, how many troops would he need and where he would get them. [39] The confusion about these issues was fully demonstrated by Davis in his letter of May 31st where he “had never fairly comprehended” Lee’s “views and purposes” until he received a letter and dispatch from the general that day.” [40] That lack of understanding is surprising since Lee had made several personal visits to Davis and the cabinet during May and demonstrates again the severe lack of understanding of the strategic problems by Confederate leaders.

Lee believed that his offensive would relieve Grant’s pressure on Pemberton’s Army at Vicksburg. How it would do so is not clear since the Union had other armies and troops throughout the east to parry any thrust made had the Army of the Potomac endured a decisive defeat that not only drove it from the battlefield but destroyed it as a fighting force. Postmaster General Reagan believed that the only way to stop Grant was “destroy him” and “move against him with all possible reinforcements.” [41]

Likewise Lee believed that if he was successful in battle and defeated the Army of the Potomac in Pennsylvania that it could give the peace party in the North to bring pressure on the Lincoln Administration to end the war. This too was a misguided belief and Lee would come to understand that as his forces entered Maryland and Pennsylvania where there was no popular support for his invading army. The fact was that those that “though there was a strong peace party in the North, they did not realize that Lincoln’s Emancipation Proclamation had settled once and for all the question of foreign intervention, and second that to invade the North would consolidate the Federals instead of dividing them.” [42]

In the meeting with the cabinet, Postmaster-General Reagan, agreed with General Beauregard and warned that “the probability that the threatened danger to Washington would arouse again the whole of the Yankee nation to renewed efforts for the protection of their capital.” [43] Reagan was decidedly against Lee’s offensive. He “saw everything wrong with Lee’s plan and everything right with the plan it had superseded. Grant was the main threat to the survival of the Confederacy, and it was Grant at whom the main blow must be aimed and struck.” [44] But “Lee’s opinion carried so much weight that Davis felt compelled to concur” [45] with Lee and voted with the remaining cabinet members to allow the offensive.

Stephens the fire breathing Vice President “wanted to negotiate for peace, and he foresaw rightly that Lee’s offensive would strengthen and not weaken the war party in the North….Stephens was strongly of the opinion that Lee should have remained on the defensive and detached a strong force to assist Johnston against Grant at Vicksburg.” [46] However, he was kept in the dark as to Lee’s plans until after Lee had crossed the Potomac.

Likewise, Lee, the consummate defender of Virginia was determined to at least for a season remove the war from his beloved state. He believed that if he could spend a summer campaign season in the North, living off of Union foodstuffs and shipping booty back to the Confederacy that it would give farmers in Northern Virginia a season to harvest crops unimpeded by major military operations.

While the offensive did give a few months relief to these farmers it did not deliver them. Likewise Lee’s argument that he could not feed his army flies in the face of later actions where for the next two years the Army of Northern Virginia continued to subsist. Alan Nolan noted that if a raid for forage was a goal of the operation then “a raid by small, mobile forces rather than the entire army would have had considerably more promise and less risk.” [47] D. H. Hill in North Carolina wrote his wife: “Genl. Lee is venturing upon a very hazardous movement…and one that must be fruitless, if not disastrous.” [48]

Though Lee won permission to invade Pennsylvania, he did not get all that he desired. Lee wanted, and believed that he would have his entire army to conduct his offensive. However, Davis did not understand or conceive that Lee’s offensive scheme was a “change in the existing policy, a shift from the defense to the offense. To Davis, Lee’s invasion was merely a necessary expedient in the policy of static, scattered defensiveness.” [49]

Davis refused Lee reinforcements from the coastal Carolinas, and “had not the slightest intention of reducing a single garrison to support Lee’s offensive.” [50] Davis insisted on units being left to cover Richmond in case General Dix advanced on Richmond from Hampton Roads. Much of this was due to political pressure as well as the personal animus of General D. H. Hill who commanded Confederate forces in the Carolinas towards Lee. The units included two of Pickett’s brigades which would be sorely missed on July third in the doomed effort to break the Union center on Cemetery Ridge. As a result Lee was without a significant portion of his army when he moved north. Lee did not learn “until he had crossed the Potomac that four of his best brigades, the equivalent of a division, were to be uselessly employed away from the army.” [51]

Lee’s decision revealed an unresolved issue in Confederate Grand Strategy, the conflict between the strategy of the offensive and that of the defensive. Many in the Confederacy realized that the only hope for success was to fight a defensive campaign that made Union victory so expensive that eventually Lincoln’s government would fall or be forced to negotiate.

The conflict between those who believed in the offensive like Lee, and those that advocated a strategic defensive strategy resulted in indecision, which resulted in a policy that brought about “the worst of both worlds.” [52] The fact that Lee got permission to invade but was denied significant numbers of experienced troops as well as support from other departments meant that “what Lee designed as a total stroke from a concentration of its armed strength, was reduced to a desperate, unsupported gamble of one man with one army-and not all of that.” [53] Knowing this, Lee still chose to continue his offensive, something that along with his “own awareness of factors that argued against it.” [54]

Lee was convinced that ultimate victory could only be achieved by decisively defeating and destroying Federal military might in the East. His letters are full of references to crush, defeat or destroy Union forces opposing him. His strategy of the offensive was demonstrated on numerous occasions in 1862 and early 1863, however in the long term, the strategy of the offensive was unfeasible and “counterproductive in terms of the Confederacy’s “objects of war.” [55]

Lee’s offensive operations always cost his Army dearly in the one commodity that the South could not replace, nor keep pace with its Northern adversary, his men. His realism about that subject was shown after he began his offensive when he wrote Davis about how time was not on the side of the Confederacy. He wrote: “We should not therefore conceal from ourselves that our resources in men are constantly diminishing, and the disproportion in this respect…is steadily augmenting.” [56] Despite this, as well as knowing that in every offensive engagement, even in victory he was losing more men percentage wise than his opponent Lee persisted in the belief of the offensive.

When Lee fought defensive actions on ground of his choosing, like at Fredericksburg, he was not only successful but husbanded his strength. However, when he went on the offensive in almost every case he lost between 15 and 22 percent of his strength, a far higher percentage in every case than his Union opponents. In these battles the percentage of soldiers that he lost was always more than his Federal counterparts, even when his army inflicted greater aggregate casualties on his opponents. Those victories may have won Lee “a towering reputation” but these victories “proved fleeting when measured against their dangerous diminution of southern white manpower.” [57] Lee recognized this in his correspondence but he did not alter his strategy of the offensive until after his defeat at Gettysburg.

The course of action was decided upon, but one has to ask if Lee’s decision was wise decision at a strategic level, not simply the operational or tactical level where many Civil War students are comfortable. General Longstreet’s artillery commander, Colonel Porter Alexander described the appropriate strategy of the South well, he wrote:

“When the South entered upon war with a power so immensely her superior in men & money, & all the wealth of modern resources in machinery and the transportation appliances by land & sea, she could entertain but one single hope of final success. That was, that the desperation of her resistance would finally exact from her adversary such a price in blood & treasure as to exhaust the enthusiasm of its population for the objects of the war. We could not hope to conquer her. Our one chance was to wear her out.” [58]

What Alexander describes is the same type of strategy successfully employed by Washington and his more able officers during the American Revolution, Wellington’s campaign on the Iberian Peninsula against Napoleon’s armies, and that of General Giap against the French and Americans in Vietnam. It was not a strategy that completely avoided offensive actions, but saved them for the right moment when victory could be obtained.

It is my belief that Lee erred in invading the North for the simple fact that the risks far outweighed the possible benefits. As Russell Weigley noted “for a belligerent with the limited manpower resources of the Confederacy, General Lee’s dedication to an offensive strategy was at best questionable.” [59] The offensive was a long shot for victory at best, and Lee was a gambler, audacious possibly to a fault. His decision to go north exhibited a certain amount of hubris as he did not believe that his army could be beaten, even when it was outnumbered. Lee had to know from experience that even in victory “the Gettysburg campaign was bound to result in heavy Confederate casualties…limit his army’s capacity to maneuver…and to increase the risk of his being driven into a siege in the Richmond defenses.” [60] The fact that the campaign did exactly that demonstrates both the unsoundness of the campaign and is ironic, for Lee had repeatedly said in the lead up to the offensive in his meetings with Davis, Seddon and the cabinet that “a siege would be fatal to his army” [61] and “which must ultimately end in surrender.” [62]

Grand-strategy and national policy objectives must be the ultimate guide for operational decisions. “The art of employing military forces is obtaining the objects of war, to support the national policy of the government that raises the military forces.” [63] Using such criteria, despite his many victories Lee has to be judged as a failure as a military commander.

Lee knew from his previous experience that his army would suffer heavy casualties. Lee also understood that a victory over the Army of the Potomac deep in Northern territory could cost him dearly. He knew the effect that a costly victory would have on his operations, but he still took the risk. That decision was short sighted and diametrically opposed to the strategy that the South needed to pursue in order to gain its independence. Of course some will disagree, but I am comfortable in my assertion that it was a mistake that greatly affected the Confederacy’s only real means of securing its independence, the breaking of the will of the Union by making victory so costly that it would not be worth the cost.

In light of all of these factors one has to ask a question that is applicable as much today as it was to Lee. Since the object of a campaign is to be able to connect national strategy to the operational and tactical objectives of any campaign, in other words the connection of the campaign to grand-strategy objectives of a nation. In the case of the Confederacy it was to achieve independence, and as Clausewitz so keenly noted that “the political object, which was the original motive, must become an essential factor in the equation.” [64] The Gettysburg campaign, “Lee’s most audacious act, is the apogee of his grand strategy of the offensive.” But the question that has to be asked is “whether Lee should have been there at all.” [65] The same question should be asked by any political or military leader before embarking on a war or campaign within the war.

Notes

[1] Clausewitz, Carl von. On WarIndexed edition, edited and translated by Michael Howard and Peter Paret, Princeton University Press, Princeton NJ 1976 p.88

 

[2] Gray, Colin S. Fighting Talk: Forty Maxims on War, Peace, and Strategy Potomac Book, Dulles VA 2009 p.3

[3] Ibid. Gray Fighting Talk p.54

[4] Nolan, Alan T. Robert E. Lee: A Flawed General in Major Problems in American Military History: Documents and Essays Edited by Chambers, John Whiteclay II and Piehler, G. Kurt Houghton Mifflin Company, Boston and New York 1999 p.175

[5] Nolan, Alan T. R. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg edited by Gallagher, Gary W. Kent State University Press, Kent Ohio 1992 p.9

[6] Clausewitz, Carl von. On WarIndexed edition, edited and translated by Michael Howard and Peter Paret, Princeton University Press, Princeton NJ 1976 p.348

[7] Fuller, J.F.C Grant and Lee: A Study in Personality and Generalship Indiana University Press, Bloomington Indiana, 1957 p.192

[8] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.5

[9] Fuller, J.F.C. The Conduct of War 1789-1961 Da Capo Press, New York 1992. Originally published by Rutgers University Press, New Brunswick N.J p.101 Fuller has a good discussion of the Anaconda strategy which I discussed in the chapter: Gettysburg, Vicksburg and the Campaign of 1863: The Relationship between Strategy, Operational Art and the DIME

[10] Ibid. Fuller The Conduct of War 1789-1961 p.101

[11] McPherson, James. The Battle Cry of Freedom: The Civil War Era Oxford University Press, Oxford and New York 1988 p.629

[12] Dowdy, Clifford. Lee and His Men at Gettysburg: The Death of a Nation Skyhorse Publishing, New York 1986, originally published as Death of a Nation Knopf, New York 1958 pp.20-21

[13] Korda, Michael. Clouds of Glory: The Life and Legend of Robert E. Lee Harper Collins Publishers, New York 2014 pp.524-525

[14] Guelzo, Allen C. Gettysburg: The Last Invasion Vintage Books a Division of Random House, New York 2013 p.34

[15] Ibid. McPherson The Battle Cry of Freedom p.647

[16] Korda, Michael. Clouds of Glory: The Life and Legend of Robert E. Lee Harper Collins Publishers, New York 2014 p.525

[17] Ibid. Fuller, J.F.C Grant and Lee: A Study in Personality and Generalship p.193

[18] Guelzo Allen C. Fateful Lightening: A New History of the Civil War Era and Reconstruction Oxford University Press, Oxford and New York 2012 p.339

[19] Coddington, Edwin B. The Gettysburg Campaign: A Study in Command, A Touchstone Book, Simon and Schuster New York, 1968 p.5

[20] Ibid. Fuller, J.F.C Grant and Lee: A Study in Personality and Generalship p.193

[21] Foote, Shelby, The Civil War, A Narrative. Volume Two Fredericksburg to Meridian Random House, New York 1963 p.429

[22] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.429

[23] Ibid. Korda Clouds of Glory: The Life and Legend of Robert E. Lee p.525

[24] Wert, Jeffry D. General James Longstreet The Confederacy’s Most Controversial Soldier, A Touchstone Book, Simon and Schuster, New York and London 1993 p.241

[25] Longstreet, James From Manassas to Appomattox, Memoirs of the Civil War in America originally published 1896, Amazon Kindle Edition location 4656

[26] Ibid. Longstreet, James From Manassas to Appomattox, Memoirs of the Civil War in America location 4705

[27] Ibid. Coddington The Gettysburg Campaign: A Study in Command, p.5

[28] Ibid. Fuller Grant and Lee: A Study in Personality and p.194

[29] Taylor, Walter. General Lee: His campaigns in Virginia 1861-1865 With Personal Reminiscences University of Nebraska Press, Lincoln Nebraska and London, 1994 previously published 1906 p.180.

[30] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.430

[31] Weigley, Russell F. The American Way of War: A History of United States Military History and Policy University of Indiana Press, Bloomington IN, 1973 pp.114-115

[32] Ibid. Guelzo Fateful Lightening: A New History of the Civil War Era and Reconstruction p.340

[33] Ibid. Korda Clouds of Glory: The Life and Legend of Robert E. Lee p.528

[34] Sears, Stephen W. Gettysburg. Houghton Mifflin Co. Boston and New York 2003 p.51

[35] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.431

[36] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.431

[37] Tredeau, Noah Andre. Gettysburg: A Testing of Courage, Harper Collins Publishers, New York 2002 p.6

[38] Ibid. McPherson The Battle Cry of Freedom p.647

[39] Ibid. Coddington The Gettysburg Campaign: A Study in Command, p.7

[40] Ibid. Coddington The Gettysburg Campaign: A Study in Command, p.7

[41] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.432

[42] Fuller, J.F.C. Decisive Battles of the U.S.A. 1776-1918 University of Nebraska Press, Lincoln 2007 copyright 1942 The Royal Society for the Prevention of Cruelty to Animals p.222

[43] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.432

[44] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.432

[45] Ibid. McPherson The Battle Cry of Freedom p.647

[46] Ibid. Fuller Grant and Lee: A Study in Personality and p.194

[47] Ibid. NolanR. E. Lee and July 1 at Gettysburgin the First Day at Gettysburg p.2

[48] Ibid. Sears. Gettysburg p.51

[49] Ibid. Dowdy Lee and His Men at Gettysburg p.27

[50] Ibid. Dowdy Lee and His Men at Gettysburg p.27

[51] Ibid. Dowdy Lee and His Men at Gettysburg p.36

[52] Ibid. Weigley The American Way of War p.118

[53] Ibid. Dowdy Lee and His Men at Gettysburg p.28

[54] Ibid. Nolan Robert E. Lee: A Flawed General p.176

[55] Ibid. Nolan Robert E. Lee: A Flawed General in Major Problems p.176

[56] Taylor, John M. Duty Faithfully Performed: Robert E Lee and His CriticsBrassey’s, Dulles VA 1999 p.134

[57] Gallagher, Gary W. The Confederate War: How Popular Will, Nationalism and Military Strategy Could not Stave Off Defeat Harvard University Press, Cambridge MA and London 1999 p.120

[58] Alexander, Edward Porter. Fighting for the Confederacy: The Personal Recollections of General Edward Porter Alexander, ed. Gary W. Gallagher, University of North Carolina Press, Chapel Hill NC, 1989 p.415

[59] Ibid. Weigley The American Way of War p.118

[60] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.11

[61] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.11

[62] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.431

[63] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.4

[64] Ibid. Clausewitz On War pp.80-81

[65] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.10

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The Failure to Link Grand-Strategy and Operational Objectives: Robert E. Lee and the Decision to Invade Pennsylvania 1863

jefferson_davis_and_his_cabinet

A cohesive national strategy involves true debate and consideration of all available courses of action. In 1863 the Confederacy was confronted with the choice of how it would deal with the multiple threats to it posed by Union forces in both the West at Vicksburg, as well as in Tennessee as well as the East, where the Army of the Potomac was in striking distance of Richmond. However in May of 1863 the leaders of the Confederacy allowed themselves to choose the worst possible course of action for their circumstances simply because it was proposed by Robert E. Lee.

The strategic situation was bad but few Confederate politicians realized just how bad things were, or cared in the euphoria after the Lee and Jackson’s victory at Chancellorsville. In the west the strategic river city of Vicksburg Mississippi was threatened by the Army of Union General Ulysses S Grant, and Naval forces under the command of Admiral David Farragut and Admiral David Dixon Porter.

If Vicksburg fell the Union would control the entire Mississippi and cut the Confederacy in two. Union forces also maintained a strong presence in the areas of the Virginia Tidewater and the coastal areas of the Carolinas; while in Tennessee a Union Army under Rosecrans, was stalemated, but still threatening Chattanooga, the gateway to the Deep South. The blockade of the United States Navy continually reinforced since its establishment in 1861, had crippled the already tenuous economy of the Confederacy. The once mocked “anaconda strategy” devised by General Winfield Scott was beginning to pay dividends. [1] Of the nine major Confederate ports linked by rail to the inland cities the Union, all except three; Mobile, Wilmington and Charleston were in Union hands by April 1862. [2]

However, the Confederate response to the danger was “divided councils and paralysis” [3] in their upper leadership. Some Confederate leaders realized the mortal danger presented by Grant in the West including officials in the War Department, one of whom wrote “The crisis there is of the greatest moment. The loss of Vicksburg and the Mississippi river…would wound us very deeply in a political as well as a military point of view.” [4]

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Confederate Secretary of War James Seddon and President Jefferson Davis recognized the danger in the winter of 1862-1863. During the winter Davis and Seddon suggested to Lee that he detach significant units, including Pickett’s division to relieve the pressure in the west and blunt Grant’s advance. Lee would have nothing of it; he argued that the war would be won in the East. He told Seddon that “The adoption of your proposition is hazardous, and it becomes a question between Virginia and the Mississippi.” [5] From a strategic point of view it is hard to believe that Lee could not see this, however, much of Lee’s reasoning can be explained by what he saw as his first duty, the defense of Virginia. Lee’s biographer Michael Korda points out that Lee’s strategic argument was very much influenced by his love of Virginia, which remained his first love, despite his deep commitment to the Confederacy. Korda noted that Lee: “could never overcome a certain myopia about his native state. He remained a Virginian first and foremost…..” [6] It was Lee’s view that if Virginia was lost, so was the Confederacy, and was concerned that whatever units left behind should he dispatch troops from his Army west, would be unable to defend Richmond.

Despite this Seddon did remain in favor of shifting troops west and relieving Vicksburg. He was backed in this by Joseph Johnston, Braxton Bragg, P.T.G. Beauregard and James Longstreet. In Mid-May of 1863 Beauregard proposed a strategy to concentrate all available forces in in Tennessee and going to the strategic defensive on all other fronts. Beauregard, probably the best Southern strategist “saw clearly that the decisive point lay in the West and not the East.” [7] Beauregard’s plan was to mass Confederate forces was crush Rosecrans, relieve Vicksburg and then move east to assist Lee in destroying the Army of the Potomac in his words to complete “the terrible lesson the enemy has just had at Chancellorsville.” [8] His plan was never acknowledged and in a letter to Johnston, where he re-sent the plan he noted “I hope everything will turn out well, although I do not exactly see how.” [9]

James Longstreet had proposed a similar measure to Seddon in February 1863 and then again on May 6th in Richmond. Longstreet believed that “the Confederacy’s greatest opportunity lay “in the skillful use of our interior lines.” [10] He suggested to Seddon that two of his divisions link up with Johnston and Bragg and defeat Rosecrans and upon doing that move toward Cincinnati. Longstreet argued that since Grant would have the only Union troops that could stop such a threat that it would relieve “Pemberton at Vicksburg.” [11] Seddon favored Longstreet’s proposal but Jefferson Davis having sought Lee’s counsel rejected the plan, Longstreet in a comment critical of Davis’s rejection of the proposal wrote: “But foreign intervention was the ruling idea with the President, and he preferred that as the easiest solution of all problems.” [12] Following that meeting Longstreet pitched the idea to Lee who according to Longstreet “recognized the suggestion as of good combination, and giving strong assurance of success, but he was averse to having a part of his army so far beyond his reach.” [13]

In early May 1863 Lee, commanding the Army of Northern Virginia realized that the Confederacy was in desperate straits. Despite numerous victories against heavy odds, Lee knew that time was running out. Though he had beaten the Army of the Potomac under General Joseph Hooker at Chancellorsville, he had not destroyed it and Hooker’s Army, along with a smaller force commanded by General Dix in Hampton Roads still threatened Richmond. He had rejected the western option presented by Seddon, Beauregard and Longstreet. Lee questioned “whether additional troops there would redress the balance in favor of the Confederacy, and he wondered how he would be able to cope with the powerful Army of the Potomac.” [14] In Lee’s defense neither of these suggestions was unsound, but his alternative, an offensive into Pennsylvania just as unsound and undertaken for “confused” reasons. Confederate leaders realized that “something had to be done to save Vicksburg; something had to be done to prevent Hooker from recrossing the Rappahannock; something had to be done to win European recognition, or compel the North to consider terms of peace…[15] However added to these reasons, and perhaps the most overarching for Lee was “to free the State of Virginia, for a time at least, from the presence of the enemy” and “to transfer the theater of war to Northern soil….” [16]

On May 14th Lee travelled by train to Richmond to meet with President Jefferson Davis and War Secretary James Seddon. At the meeting Lee argued for an offensive campaign in the east, to take the war to Pennsylvania. Lee had three major goals for the offensive, two which were directly related to the immediate military situation and one which went to the broader strategic situation.

Lee had long believed that an offensive into the North was necessary, even before Chancellorsville. As I have already noted, Lee did not believe that reinforcing the Confederate Armies in the West would provide any real relief for Vicksburg. He believed, quite falsely, that the harsh climate alone would force Grant to break off his siege of Vicksburg. [17] Instead, Lee believed that his army, flush with victory needed to be reinforced and allowed to advance into Pennsylvania. He proposed withdrawing Beauregard’s 16,000 soldiers from the Carolinas to the north in order “increase the known anxiety of Washington authorities” [18] and sought the return of four veteran brigades which had been loaned to D.H. Hill in North Carolina. In this he was unsuccessful receiving two relatively untested brigades from Hill, those of Johnston Pettigrew and Joseph Davis. The issue of the lack of reinforcements was a “commentary on the severe manpower strains rending the Confederacy…and Davis wrote Lee on May 31st, “and sorely regret that I cannot give you the means which would make it quite safe to attempt all that we desire.” [19]

Lee’s Chief of Staff Colonel Charles Marshall crafted a series of courses of action for Lee designed to present the invasion option as the only feasible alternative for the Confederacy. Lee’s presentation was an “either or” proposal. He gave short shrift to any possibility of reinforcing Vicksburg and explained “to my mind, it resolved itself into a choice of one of two things: either to retire to Richmond and stand a siege, which must ultimately end in surrender, or to invade Pennsylvania.” [20] As any military planner knows the presentation of courses of action designed to lead listeners to the course of action that a commander prefers by ignoring the risks of such action, downplaying other courses of action is disingenuous. In effect Lee was asking Davis and his cabinet to “choose between certain defeat and possibly victory” [21] while blatantly ignoring other courses of action or playing down very real threats.

Lee embraced the offensive as his grand strategy and rejected the defensive in his presentation to the Confederate cabinet, and they were “awed” by Lee’s strategic vision. Swept up in Lee’s presentation the cabinet approved the invasion despite the fact that “most of the arguments he made to win its approval were more opportunistic than real.” [22] However, Postmaster General John Reagan objected and stated his dissent arguing that Vicksburg had to be the top priority. But Lee was persuasive telling the cabinet “There were never such men in any army before….They will go anywhere and do anything if properly led….” So great was the prestige of Lee, “whose fame…now filled the world,” that he carried the day.” [23]Although both Seddon and Davis had reservations about the plan they agreed to it, unfortunately for all of them they never really settled the important goals of the campaign including how extensive the invasion would be, how many troops would he need and where he would get them. [24] The confusion about these issues was fully demonstrated by Davis in his letter of May 31st where he “had never fairly comprehended” Lee’s “views and purposes” until he received a letter and dispatch from the general that day.” [25] That lack of understanding is surprising since Lee had made several personal visits to Davis and the cabinet during May and demonstrates again the severe lack of understanding of the strategic problems by Confederate leaders.

Lee believed that his offensive would relieve Grant’s pressure on Pemberton’s Army at Vicksburg. How it would do so is not clear since the Union had other armies and troops throughout the east to parry any thrust made had the Army of the Potomac endured a decisive defeat that not only drove it from the battlefield but destroyed it as a fighting force. Postmaster General Reagan believed that the only way to stop Grant was “destroy him” and “move against him with all possible reinforcements.” [26]

Likewise Lee believed that if he was successful in battle and defeated the Army of the Potomac in Pennsylvania that it could give the peace party in the North to bring pressure on the Lincoln Administration to end the war. This too was a misguided belief and Lee would come to understand that as his forces entered Maryland and Pennsylvania where there was no popular support for his invading army. In the meeting with the cabinet Postmaster-General Reagan, agreeing with General Beauregard warned that “the probability that the threatened danger to Washington would arouse again the whole of the Yankee nation to renewed efforts for the protection of their capital.” [27] Likewise, Stephens the fire breathing Vice President “wanted to negotiate for peace, and he foresaw rightly that Lee’s offensive would strengthen and not weaken the war party in the North….Stephens was strongly of the opinion that Lee should have remained on the defensive and detached a strong force to assist Johnston against Grant at Vicksburg.” [28]

Lee believed that if he could spend a summer campaign season in the North, living off of Union foodstuffs and shipping booty back to the Confederacy that it would give farmers in Northern Virginia a season to harvest crops unimpeded by major military operations. While the offensive did give a few months relief to these farmers it did not deliver them. Likewise Lee’s argument that he could not feed his army flies in the face of later actions where for the next two years the Army of Northern Virginia continued to subsist. Alan Nolan notes that if a raid for forage was a goal of the operation then “a raid by small, mobile forces rather than the entire army would have had considerably more promise and less risk.” [29] D. H. Hill in North Carolina wrote his wife: “Genl. Lee is venturing upon a very hazardous movement…and one that must be fruitless, if not disastrous.” [30]

Though Lee won permission to invade Pennsylvania, he did not get all that he desired. Davis refused Lee reinforcements from the coastal Carolinas, and insisted on units being left to cover Richmond in case General Dix advanced on Richmond from Hampton Roads. Much of this was due to political pressure as well as the personal animus of General D. H. Hill who commanded Confederate forces in the Carolinas towards Lee. The units included two of Pickett’s brigades which would be sorely missed on July third.

Likewise Lee’s decision revealed an unresolved issue in Confederate Grand Strategy, the conflict between the strategy of the offensive and that of the defensive. Many in the Confederacy realized that the only hope for success was to fight a defensive campaign that made Union victory so expensive that eventually Lincoln’s government would fall or be forced to negotiate.

Lee was convinced that ultimate victory could only be achieved by decisively defeating and destroying Federal military might in the East. His letters are full of references to crush, defeat or destroy Union forces opposing him. His strategy of the offensive was demonstrated on numerous occasions in 1862 and early 1863, however in the long term, the strategy of the offensive was unfeasible and counterproductive to Southern strategy. Lee’s offensive operations always cost his Army dearly in the one commodity that the South could not replace, nor keep pace with its Northern adversary, his men. His realism about that subject was shown after he began his offensive when he wrote Davis about how time was not on the side of the Confederacy. He wrote: “We should not therefore conceal from ourselves that our resources in men are constantly diminishing, and the disproportion in this respect…is steadily augmenting.” [31] Despite this, as well as knowing that in every offensive engagement, even in victory he was losing more men percentage wise than his opponent Lee persisted in the belief of the offensive.

When Lee fought defensive actions on ground of his choosing, like a Fredericksburg he was not only successful but husbanded his strength. However, when he went on the offensive in almost every case he lost between 15 and 22 percent of his strength, a far higher percentage in every case than his Union opponents. In these battles the percentage of soldiers that he lost was always more than his Federal counterparts, even when his army inflicted greater aggregate casualties on his opponents. Those victories may have won Lee “a towering reputation” but these victories “proved fleeting when measured against their dangerous diminution of southern white manpower.” [32] Lee recognized this in his correspondence but he did not alter his strategy of the offensive until after his defeat at Gettysburg.

The course of action was decided upon, but one has to ask if Lee’s decision was wise decision at a strategic point level, not simply the operational or tactical level where many Civil War students are comfortable. General Longstreet’s artillery commander, Colonel Porter Alexander described the appropriate strategy of the South well, he wrote:

“When the South entered upon war with a power so immensely her superior in men & money, & all the wealth of modern resources in machinery and the transportation appliances by land & sea, she could entertain but one single hope of final success. That was, that the desperation of her resistance would finally exact from her adversary such a price in blood & treasure as to exhaust the enthusiasm of its population for the objects of the war. We could not hope to conquer her. Our one chance was to wear her out.” [33]

What Alexander describes is the same type of strategy successfully employed by Washington and his more able officers during the American Revolution, Wellington’s campaign on the Iberian Peninsula against Napoleon’s armies, and that of General Giap against the French and Americans in Vietnam. It was not a strategy that completely avoided offensive actions, but saved them for the right moment when victory could be obtained.

It is my belief that Lee erred in invading the North for the simple fact that the risks far outweighed the possible benefits. It was a long shot and Lee was a gambler, audacious possibly to a fault. His decision to go north also exhibited a certain amount of hubris as he did not believe that his army could be beaten, even when it was outnumbered. Lee had to know from experience that even in victory “the Gettysburg campaign was bound to result in heavy Confederate casualties…limit his army’s capacity to maneuver…and to increase the risk of his being driven into a siege in the Richmond defenses.” [34] The fact that the campaign did exactly that demonstrates both the unsoundness of the campaign and is ironic, for Lee had repeatedly said in the lead up to the offensive in his meetings with Davis, Seddon and the cabinet that “a siege would be fatal to his army” [35] and “which must ultimately end in surrender.” [36]

Grand-strategy and national policy objectives must be the ultimate guide for operational decisions. “The art of employing military forces is obtaining the objects of war, to support the national policy of the government that raises the military forces.” [37] Using such criteria, despite his many victories Lee has to be judged as a failure as a military commander. Lee knew from his previous experience that his army would suffer heavy casualties. He understood that a victory over the Army of the Potomac deep in Northern territory could cost him dearly. He knew the effect that a costly victory would have on his operations, but he still took the risk. That decision was short sighted and diametrically opposed to the strategy that the South needed to pursue in order to gain its independence. Of course some will disagree, but I am comfortable in my assertion that it was a mistake that greatly affected the Confederacy’s only real means of securing its independence, the breaking of the will of the Union by making victory so costly that it would not be worth the cost.

 

[1] Fuller, J.F.C. The Conduct of War 1789-1961 Da Capo Press, New York 1992. Originally published by Rutgers University Press, New Brunswick N.J p.101 Fuller has a good discussion of the Anaconda strategy which I discussed in the chapter: Gettysburg, Vicksburg and the Campaign of 1863: The Relationship between Strategy, Operational Art and the DIME

[2] Ibid. Fuller The Conduct of War 1789-1961 p.101

[3] McPherson, James. The Battle Cry of Freedom: The Civil War Era Oxford University Press, Oxford and New York 1988 p.629

[4] Coddington, Edwin B. The Gettysburg Campaign: A Study in Command, A Touchstone Book, Simon and Schuster New York, 1968 p.5

[5] Guelzo, Allen C. Gettysburg: The Last Invasion Vintage Books a Division of Random House, New York 2013 p.34

[6] Korda, Michael. Clouds of Glory: The Life and Legend of Robert E. Lee Harper Collins Publishers, New York 2014 p.525

[7] Fuller, J.F.C Grant and Lee: A Study in Personality and Generalship Indiana University Press, Bloomington Indiana, 1957 p.193

[8] Foote, Shelby, The Civil War, A Narrative. Volume Two Fredericksburg to Meridian Random House, New York 1963 p.429

[9] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.429

[10] Ibid. Korda Clouds of Glory: The Life and Legend of Robert E. Lee p.525

[11] Wert, Jeffry D. General James Longstreet The Confederacy’s Most Controversial Soldier, A Touchstone Book, Simon and Schuster, New York and London 1993 p.241

[12] Longstreet, James From Manassas to Appomattox, Memoirs of the Civil War in America originally published 1896, Amazon Kindle Edition location 4656

[13] Ibid. Longstreet, James From Manassas to Appomattox, Memoirs of the Civil War in America location 4705

[14] Ibid. Coddington The Gettysburg Campaign: A Study in Command, p.5

[15] Ibid. Fuller Grant and Lee: A Study in Personality and p.194

[16] Taylor, Walter. General Lee: His campaigns in Virginia 1861-1865 With Personal Reminiscences University of Nebraska Press, Lincoln Nebraska and London, 1994 previously published 1906 p.180.

[17] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.430

[18] Ibid. Korda Clouds of Glory: The Life and Legend of Robert E. Lee p.528

[19] Sears, Stephen W. Gettysburg. Houghton Mifflin Co. Boston and New York 2003 p.51

[20] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.431

[21] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.431

[22] Tredeau, Noah Andre. Gettysburg: A Testing of Courage, Harper Collins Publishers, New York 2002 p.6

[23] Ibid. McPherson The Battle Cry of Freedom p.647

[24] Ibid. Coddington The Gettysburg Campaign: A Study in Command, p.7

[25] Ibid. Coddington The Gettysburg Campaign: A Study in Command, p.7

[26] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.432

[27] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.432

[28] Ibid. Fuller Grant and Lee: A Study in Personality and p.194

[29] Nolan, Alan T. R. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg edited by Gallagher, Gary W. Kent State University Press, Kent Ohio 1992 p.2

[30] Ibid. Sears. Gettysburg p.51

[31] Taylor, John M. Duty Faithfully Performed: Robert E Lee and His CriticsBrassey’s, Dulles VA 1999 p.134

[32] Gallagher, Gary W. The Confederate War: How Popular Will, Nationalism and Military Strategy Could not Stave Off Defeat Harvard University Press, Cambridge MA and London 1999 p.120

[33] Alexander, Edward Porter. Fighting for the Confederacy: The Personal Recollections of General Edward Porter Alexander, ed. Gary W. Gallagher, University of North Carolina Press, Chapel Hill NC, 1989 p.415

[34] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.11

[35] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.11

[36] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.431

[37] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.4

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Gettysburg: The Connection between Policy, Strategy, and Operational Art

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Friends of Padre Steve’s World

As I have been working to revise my materials form my next Gettysburg Staff Ride I did some revisions to my text that I use with my students. The footnotes did not show up so Monday I will repost the text of this article with them. The article is important even for non-military types who care about the country and are involved in politics or policy, because it shows the linkage between the advantages that a nation with a strong strong and effective central government has over one which adopts what we would call today a Libertarian form of government. In fact I would call the effort of the Confederacy in the Civil War “The Failed Libertarian War.” But that is possibly a subject for an article or maybe even a book, but I digress…

So anyway here is the latest,

Peace

Padre Steve+

Today we look at the Gettysburg Campaign in terms of how we understand the connection between strategy and operational art. In doing so we have to place it in the context that Lee’s campaign has in relationship to the Confederate command relationships and where it fits in the continuum of unified action as we understand it today.

To do so we have to make the connection between national strategic objectives, theater objectives, operational objective and tactical objectives. We have to explore command and control structures, staff organization and the understand the effect of the Diplomatic, Informational, Economic and Military elements of national power that impact a nation’s ability to wage war.

The summer campaign of 1863 in the Civil War gives us the opportunity to do this as we explore the Gettysburg campaign in relation to Vicksburg and the overall strategic situation that both sides faced. This includes the elements that we now associate with the DIME.

While Confederate army units and their commanders generally excelled on the tactical level, and their soldiers endured hardship well, this would not be enough to secure victory. They displayed amazing individual initiative on the battlefield and they won many victories against superior forces, especially in the early part of the war. Even during the final year of the war, Lee’s forces fought skillfully and helped prolong the war. But neither the Confederate government nor the various army commanders were able to translate battlefield success to operational, theater specific or national strategic objectives.

The Confederacy had a twofold problem in its organization for war and how it conducted the war. First it had no organization at the strategic level to direct the war, and it never developed one to coordinate its military, military, diplomatic or economic policies. While Southern strategists understood that they needed to “wear down the ability of the North to wage war” they were consistently hobbled by its own internal political divisions which served to undermine efforts to coordinate the effort to defend the Confederacy. These divisions focused on the opposition of the states’ rights proponents to the central government in Richmond.

The overarching national strategic objective of the Confederacy was to attain independence. The Confederates could not hope to conquer the Union and because of that their “strategic problem was to resist conquest” and to do so they would have to “tire the Federals out, and force them to abandon the war.” Jefferson Davis seems to have understood this early in the war, but political considerations and the temperament of most Southerners and their political leaders frustrated his attempts. Generals like Lee and Joseph E. Johnston “were of the opinion that the more remote frontiers should be abandoned, and that the scattered forces of the Confederacy be concentrated, political reasons overruled their judgment.”

Southern politicians, especially the governors and congressmen demanded that troops “defend every portion of the Confederacy from penetration by “Lincoln’s abolition hordes.” Likewise, most Southerners believed that they “could whip any number of Yankees” and as early as 1861 the Confederate press was advocating an offensive strategy as the Richmond Examiner declared “The idea of waiting for blows rather than inflicting them, is altogether unsuited to the genius of our people….The aggressive policy is the truly defensive one. A column pushed forward into Ohio or Pennsylvania is worth more to us, as a defensive measure, than a whole tier of seacoast batteries from Norfolk to the Rio Grande.”

This combination of wanting to defend everything, which defied Frederick the Great’s classic dictum that “he who defends everything defends nothing” and the persistent employment of the offensive even when it “drained the Confederacy’s manpower and weakened its long term prospects for independence” were key strategic factors in its defeat.

The South did get an earlier start to in mobilizing for war then the Union. Even before the “Confederate Congress authorized an army of 100,000 volunteers for twelve months” on March 6th 1861 the governors of the eleven Confederate States raised units to fight any Federal armies which dared to force them back into the Union. This involved dusting off the old militias which had been allowed to decay in the period between the Mexican War and 1860. Most of these units in the South as well as the North were volunteer companies in which the discipline, equipment and training varied to a significant degree. Most had little in the way of real military training and “many of them spent more time drinking than drilling.” The early Confederate mobilization outstripped the availability of arms and equipment forcing many volunteers to be sent home.

Other than the stated desire for independence and their common hatred of the “Yankee,” there was little in the way of unity within the Confederate States, “the incurable jealousy of the States, especially those not immediately affected by the war, established a dry rot within the Confederacy.” Within the Confederacy, each state viewed itself as an independent nation only loosely bound to the other states and some legislatures enacted laws which actively opposed the central government in Richmond.

The various Confederate states controlled the use of their units and often resisted any effort at centralization of effort. Some kept their best units at home, while others dispatched units to Confederate armies such as Lee’s Army of Northern Virginia. Initially most states limited enlistment periods to one year despite the opposition of Robert E. Lee who helped Jefferson Davis pass the Conscription Act of 1862, a measure that was “heavily watered down by those politicians whose first concern was states’ rights and by those who felt that it would undermine patriotism.” That measure, even in its watered down form was distinctly unpopular, especially with the following declaration of martial law in parts of the Confederacy.

Both measures were brought by realists who understood that for the Confederacy to survive the war effort had to become a total war, with “the whole population and the whole production…put on a war footing.” Such measures provoke more attacks and opposition by their opponents who advocated states’ rights even if it worked against the overall interests of the Confederacy. By the time of Gettysburg if not sooner, “Confederate society began to unravel. The yeomanry and poor white people resented conscription, the tax-in-kind impressment, and other governmental measures than the wealthy. Planters sought to safeguard their property and status to the detriment of national goals.”

This included how state governments responded to the military needs of the Confederacy. Some governors hoarded weapons seized from Federal armories, “retaining these weapons to arm regiments that they kept at home… defend state boarders and guard against potential slave uprisings.” When in response to threats within the Confederacy Jefferson Davis suspended the writ of habeas corpus it resulted in a firestorm of opposition from the states. “Mississippi and Georgia passed flaming resolutions against the act; Louisiana presently did so, too, and North Carolina soon had a law on its books nullifying the action of the central government.” Alexander Stephens, the Confederate Vice President noted that there was “no such thing as a citizen of the United States, but the citizen of a State, and that “the object of quitting the Union, was not to destroy, but to save the principles of the Constitution.”

Likewise as economic conditions worsened and inflation soared in late 1861 the Confederate Congress “in its allotments to the War Department refused to face up to the costs of running the war…it forced the department to scramble in an atmosphere of uncertainty for allotments on a short-run basis.” There was much distrust of any attempt to organize a true central government with any actual authority or power in Richmond. Jefferson Davis may have been President but his country was hamstrung by its own internal divisions, including the often vocal opposition of Stephens for whom states’ rights remained a paramount issue. Stephens, in a statement that defied the understanding that military victory had to be achieved for independence to be won said during the habeas corpus debate “Away with the idea of getting independence first, and looking to liberty afterward.” This, like so many other aspects of the Confederate war effort showed the radical disconnection between legislators, policy makers and the Army and defied any understanding of the importance of government and the unity of effort in pursuing war aims. .

The Confederacy lacked a clear defined command structure to coordinate its war efforts. At the beginning of the war this was true of the Union as well, however, by the Union was much more adept at responding to the needs of the war, this included its military operations, diplomatic efforts and economy. Out of necessity it established a War Department as well as a Department of the Navy in February 1861 and Jefferson Davis, the new President who had served in Mexico and as Secretary of War prior to secession “helped speed southern mobilization in 1861.” However helpful this was initially Davis, who micromanaged Confederate war efforts “eventually led to conflict with some army officers.”

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Jefferson Davis was an able man to be sure, but he “totally misunderstood the nature of the war.” Davis was a man given to suspicion and had major personality conflicts with all of his senior commanders save Robert E. Lee. These included Joseph Johnston who he loathed and P.T.G. Beauregard, both of whom he quarreled with on matters of strategy. These conflicts did impact operations, just as did the refusal of various states to support operations or campaigns apart from ones that impacted their state directly.

While Jefferson Davis and his Secretary of War theoretically exercised direction of the war no formal mechanism existed to coordinate the needs of the various military departments or armies. In 1863 Davis, Lee and the Secretary of War, James Seddon were acting as an “informal board which had a say in all major questions of Confederate strategy. Seddon, who had definite ideas of his own about military affairs, was usually but not always a party to Davis’ discussions with Lee…but Davis usually dominated them…. In contrast to the Northern command organization, the South had no general in chief. If anyone fulfilled his functions, it was the President.” It was not until February of 1865 that Lee was named as General in Chief of all armies, and by then the war had been lost.

While Jefferson Davis and his Secretary of War theoretically exercised direction of the war no formal mechanism existed to coordinate the needs of the various military departments or armies. In 1863 Davis, Lee and the Secretary of War, James Seddon were acting as an “informal board which had a say in all major questions of Confederate strategy. Seddon, who had definite ideas of his own about military affairs, was usually but not always a party to Davis’ discussions with Lee…but Davis usually dominated them…. In contrast to the Northern command organization, the South had no general in chief. If anyone fulfilled his functions, it was the President.” It was not until February of 1865 that Lee was named as General in Chief of all armies, and by then the war had been lost.

In effect each Confederate army and military department operated independently, often competing with each other for the troops, supplies and materials needed to fight. They also had to contend with recalcitrant state governments, each loathe to sacrifice anything that might compromise their own independence. Attempts by the authorities in Richmond to centralize some measure of authority were met with resistance by the states. Thus states’ rights were “not only the cause of the war, but also the cause of the Confederate downfall.”

In a country as vast as the Confederacy that lacked the industry, transportation infrastructure, population and economic power of the North this was a hindrance that could not be overcome by the soldierly abilities of its armies alone. An example of the Confederate problem was that “neither the army nor the government exercised any control of the railroads.” The Confederate Subsistence Department, which in theory was responsible for ensuring the supply of food, stores and the logistical needs necessary to maintain armies in the field could not plan with confidence. “Tied to the railroads, unable to build up a reserve; frequently uncertain whether or not their troops were going to be fed from one day to the next, field commanders understandably experienced a general loss of confidence in the Subsistence Department….” Even though the subsistence and even the survival of the army was dependent on the use of railroads, the railroad owners “responded by an assertion of their individual rights. They failed to cooperate….and Government shipments were accorded low priority. In May of 1863 the Confederate Congress finally granted the government broad authority over the railroads, but “Davis hesitated to wield the power. “ It would not be until early 1865 that the Confederacy would “finally take control of the railroads.”

All of these factors had a direct effect on the campaign of 1863. In the west, Confederate commanders were very much left to fend for themselves and to add to their misery failed even to coordinate their activities to meet the threat of Grant and his naval commander, Admiral David Dixon Porter. In the East, Lee having established a close relationship with Jefferson Davis as his military advisor during the first year of the war exercised a disproportionate influence on the overall strategy of the Confederacy because of his relationship with Davis. However, Lee was hesitant to use his influence to supply his army, even when it was suffering. Even though he willingly shared in the plight of his solders, Lee refused “to exert his authority to obtain supplies….” As the army prepared to invade Pennsylvania, “the paltry rationing imposed by Richmond was made worse by a tenuous supply line….”

Lee in theory was simply one of a number of army or department commanders, yet he was responsible for the decision to invade the Union in June of 1863. This decision impacted the entire war effort. The Confederate cabinet “could reject Lee’s proposal as readily as that of any other department commander, Bragg, or Pemberton or Beauregard, for example, each of whom was zealous to protect the interests of the region for which he was responsible…” But this was Lee, “the first soldier of the Confederacy- the first soldier of the world…” Lee’s plan was approved by the cabinet by a vote of five to one. The lone dissenter was Postmaster General John H. Reagan who “believed a fatal mistake had been made…”

Lee in theory was simply one of a number of army or department commanders, yet he was responsible for the decision to invade the Union in June of 1863. This decision impacted the entire war effort. The Confederate cabinet “could reject Lee’s proposal as readily as that of any other department commander, Bragg, or Pemberton or Beauregard, for example, each of whom was zealous to protect the interests of the region for which he was responsible…” But this was Lee, “the first soldier of the Confederacy- the first soldier of the world…” Lee’s plan was approved by the cabinet by a vote of five to one. The lone dissenter was Postmaster General John H. Reagan who “believed a fatal mistake had been made…”

Seddon desired to turn the tide at Vicksburg and proposed sending Longstreet’s Corps to reinforce Johnston to relieve the embattled city and maintain the front on the Mississippi. However, Lee believed that any attempt “to turn the Tide at Vicksburg…put Lee’s army in Virginia at unacceptable risk.”

The lack of any sense of unity in the Confederate hierarchy and lack of a grand strategy was disastrous. The lack of agreement on a grand strategy and the inability of the Confederate States Government and the various state governments to cooperate at any level culminated in the summer of 1863 with the loss of Vicksburg and the failure of Lee’s invasion of Pennsylvania. The Confederate failure in this demonstrates the absolute need for unity of effort and even more a whole of government and whole of nation approach to war.

This can be contrasted with the Union, which though it was slow to understand the nature of the war did have people who, through trial and error developed a cohesive strategy that led to success at the operational level and the tactical level. The genus in Union strategy came from Lieutenant General Winfield Scott who “appreciated the relationship between economic factors and attack.” Scott’s strategic plan was to establish a blockade and form two major armies, “one to move down the Mississippi and cut off the western half of the Confederacy from its eastern half, while the other threatened Richmond and pinned down the main Confederate forces in Virginia.” It was a plan for total war called Anaconda which was mocked in both the Northern and Southern press and it would become the blueprint of Federal success at the war progressed. Scott was the first to recognize that the war would not be short and his plan was the first to “recognize the North’s tremendous advantage in numbers and material, and it was the first to emphasize the importance of the Mississippi Valley in an over-all view of the war.”

Abraham Lincoln had little in the way of military acumen and frequently, until Grant took control of the armies interfered with his senior commanders, often with good reason. However, Lincoln was committed to winning the war and willing to take whatever steps necessary to do so. Fuller describes him as “none other than a dictator” by bypassing Congress and on his own authority declaring a blockade of Southern ports, calling for 75,000 volunteers and suspending habeas corpus.

Likewise Lincoln as well as Congress understood the value and necessity of the railroads and in January 1862 “Congress authorized to take possession of any railroads and place them under military control when the public safety warranted it.” Lincoln formed the Department of Military Railroads the following month and appointed Daniel C McCallum as its director. In May President Lincoln formally took possession of all railroads, but “saw to it that cooperative lines received government aid.”

George McClellan, who Lincoln appointed as commander of the Army of the Potomac in 1862, whatever his many faults as a field commander “possessed a strategic design for winning the war,” understood the necessity of unity of command and successfully built an effective army. Now his design was different than that of Scott, for he desired to “crush the rebels in one campaign” by an overland march to Richmond. While this was unrealistic because of McClellan’s constant overestimation of his enemy and inability to risk a fight when on the Peninsula and at the gates of Richmond, the Union might have at least had a chance should he have defeated the major Confederate forces deployed to defend that city. While that would have been unlikely to win the war in a single stroke it would have been a significant reversal for the Confederacy in 1862.

Logistics was one of the deciding factors of e war, both the Confederate weakness and Union ability to adapt society and government needs to wartime conditions. As a general principle Union leaders, government and business alike understood the changing nature of modern war. This stood in stark contrast to the inefficient and graft ridden Confederate agencies where even those who wanted more effective means to wage war were hindered by politicians, land owners and businessmen who insisted on their rights over the needs of the nation. The Union developed an efficient and well managed War Department where the importance of logistics inter-bureau cooperation became a paramount concern.

Union industry “geared up up for war production on a scale that would make the Union army the best fed, most lavishly supplied army that have ever existed.” The Quartermaster’s Department under the direction of Quartermaster General Montgomery Meigs was particularly efficient in supplying the needs of a military fighting on exterior lines in multiple theaters of operation. Unlike the Confederate Subsistence Bureau the Federal Quartermaster Bureau supplied almost everything the army could need: “uniforms, overcoats shoes, knapsacks, haversacks, canteens, mess gear, blankets, tents, camp equipage, barracks, horses, mules, forage, harnesses, horseshoes, and portable blacksmith shops, supply wagons, ships when the army could be supplied by water, coal and wood to fuel them, and supply depots for storage and distribution.” The ill-equipped Confederates could only look on with awe, in fact during his absence from Lee J.E.B. Stuart was ecstatic over the capture of “one hundred and twenty five of the best United States model wagons and splendid teams….” likewise one of the reasons that A.P. Hill allowed Harry Heth to send his division the Gettysburg was to find shoes that the Confederate Subsistence Department could not provide for them. Thus one of the reasons for the Battle of Gettysburg is directly linked to the failed logistics system of the Confederacy.

Early in the war the Union logistics effort was beset by some of the same problems that plagued the Confederacy throughout the war. Graft and corruption ran rife until 1862 when “Congress established investigative committees to uncover fraud and passed laws regulating the letting of contracts.” Meigs overhauled the bureau. At the beginning of the war it had only one department, for clothing. He modernized this and added eight new departments, which dealt with “specialized logistical functions such as forage and fuel, barracks and hospitals and wagon transportation.” During the war Meigs managed nearly half the direct costs of the Union war effort,” over 1.5 billion dollars in spending. He has been called by James McPherson as “the unsung hero of northern victory.”

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The Unsung Union Hero: General Montgomery Meigs 

This had a profound effect on operations. When the Union forces by necessity had to operate in enemy territory they were well supplied whereas whenever Confederate Forces conducted operations in the North or even in supposedly friendly Border States they were forced to subsist off the land. This meant that Confederate operations in the north were no more than what we would call raids, even the large invasions launched by Lee in 1862 and 1863, both which ended in defeat and near disaster.

Because of their poor logistic capabilities Confederate forces had no staying power to keep and hold any ground that they took in enemy territory. This can be contrasted with the Union which when it sent its forces south meant them to stay.

Lee could not fathom this and because he believed that no Federal Army could stand a summer in the Deep South and that Grant would be forced to withdraw. The use of railroads to supply its far flung forces operating in the south as well as its use of maritime transportation along the coast and on inland waterways ensured that Northern armies could always be supplied or if threatened could be withdrawn by ship.

Some senior Union officers also understood the importance of logistics. Henry Halleck was the first true American military theorist. He published the first American work on strategy, Elements of Military Art and Science in 1846. While his is often given short shrift because he was not an effective field commander and had an acerbic personality which rubbed people the wrong way, Halleck was one of the most important individuals in organizing the eventual Union victory. This included matters of strategy, picking effective subordinate commanders and understanding the logistical foundations of strategy.

Weigley wrote of Halleck:

“He sponsored and encouraged the operations of Brigadier General Ulysses. S. Grant and Flag Officer Andrew H. Foote that captured Forts Henry and Donaldson in February 1862 and thereby opened up the Tennessee and Cumberland Rivers for Union penetration deep into the state of Tennessee and toward the strategically important Memphis and Charleston Railroad. Halleck’s insights into the logistical foundations of strategy proved consistently accurate. Throughout the war, he maintained a shrewd eye for logistically viable lines of operation for the Union forces, and he increasingly recognized that one of the most effective weapons of offensive strategy, in an age when battle meant exposure to rifled firepower, was not to aim directly at the enemy armies but at their logistical base.”

Halleck was also instrumental in helping to oust Hooker just before Gettysburg and raise Meade to command the Army of the Potomac. When Lincoln brought Grant east to become General in Chief Halleck took on the new position of Chief of Staff. This was a task that he fulfilled admirably, allowing Grant to remain in the field and ensuring clear communication between Lincoln and Grant as well as relieving “Grant of the burden of personally corresponding with his department commanders.”

By establishing what we now understand as the beginning of a modern command and staff organizational structure the Union was far more able to link its national, theater and operational level objectives with its tactical objectives, even when some of its commanders were not as good as Confederates and blundered into defeats. Above the army, at the administration level Stanton, the Federal Secretary of war organized a War Board and “composed of department heads and chaired by Major General Ethan Allen Hitchcock…as an embryonic American-style general staff.”

In the end during the summer of 1863 it was the Union which was better able to link the ends, ways and means of the strategic direction of the war. This is something that Davis and Lee were unable to do as they struggled with political division, a lack of cooperation from the states, and the lack of any true grand strategy.

Lee’s strategy of the offensive was wrong and compounded the problems faced by the Confederacy. The losses that his army suffered were irreplaceable, not just in terms of overall numbers of soldiers but in terms of his mid-level leaders, his battalion, regiment and brigade commanders who suffered grievous losses and were even more critical to the leadership of his army.

Lee recognized the terrible effects of his officer casualties in a letter to General John Bell Hood on May 21st: “There never were such men in an Army before. But there is the difficulty- proper commanders- where can they be obtained?” His actions at Gettysburg only added to his crisis in keeping his army supplied with competent commanders, as so many were left dead, wounded or captured during the campaign.

Even had Lee won the battle of Gettysburg his casualties in Union territory would have been prohibitive. He would have spent most of his ammunition, incurred serious losses in personnel and horses, and been burdened by not having to care for his wounded and still been deep in Union territory away from his nearest logistics hub. Had Lee won at Gettysburg “his ammunition would have been nearly exhausted in victory, while Federal logistics would have improved as the Army of the Potomac fell back toward the eastern cities.” This would have forced him to withdraw from Pennsylvania even had he been victorious.

It is true that a victory on northern soil might have emboldened the peace party in the North, but even then that could not have an effect on the desired effect on the Lincoln Administration until the election of 1864, still 16 months away. Likewise, in July 1863 such a victory would probably not have triggered foreign recognition or assistance on the part of France or England. “Skilful northern diplomacy prevented an internal conflict from becoming an international war.” Jefferson Davis held on to his fantasy until August 1863, when even he was forced to deal with reality was a vain hope indeed and ended his diplomatic efforts to bring England into the war.

England would not intervene for many reasons and the Confederate government did not fully appreciate the situation of the countries that they hoped would intervene on their behalf:

“its dependence on northern foodstuffs, access to new cotton supplies, turmoil in Europe, fear of what might happen to Canada and to British commerce in a war with the Union, and an unwillingness to side with slavery. The British government also wanted to establish precedents by respecting the blockade, a weapon that it often used.”

Confederate politicians were hindered by a very narrow, parochial view of the world, had little understanding of modern industry, economics and the type of diplomacy employed by Europeans both to strengthen their nations, but also to maintain a balance of power.

As we look at the Gettysburg and Vicksburg campaigns in the summer of 1863 these are important things to consider. The relationship between national strategic objectives, theater objectives, operational objectives and tactical success cannot be minimized. Success on the battlefield alone is almost always insufficient to win a war unless those wins serve a higher operational and strategic purpose, and the costs of battles and campaigns have to be weighed in relation to the strategic benefits that derive from them.

In the end the total failure of the two campaigns destroyed any real hope of Confederate military victory. At Vicksburg the Confederacy lost all of Pemberton’s army, 33,000 men and Lee suffered over 28,000 casualties from an army which had begun the campaign with about 80,000 troops. The losses were irreplaceable.

This essay is certainly not an exhaustive look at the subject, but if we do not consider these factors we cannot really understand the bigger picture of the situation that the two sides faced and how they dealt with them. While the weapons and tactics employed by the sides are obsolete the thought processes and strategic considerations are timeless.

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Gettysburg Day One: Lee’s Vague Discretionary Orders and Lack of Control

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Discretionary orders are important to the success of commanders who desire that their subordinates have the necessary freedom to exploit opportunities within the broader operational context. They are a key element of what we now define as Mission Command and thus expressed clearly in the Chairman of the Joint Chiefs of Staff Desired Leader Attributes the ability to operate on intent through trust, empowerment and understanding. In this chapter we will look at how Lee conducted war and how his decision process and communications, particularly the use of discretionary orders influenced the outcome of the battle and how important the issuance of clear orders is to a successful campaign.

To be effective such orders need to be clear and concise and they must be employed in a manner that are within the capabilities of one’s subordinate commanders to both understand them and carry them out. Thus a commander must always be ready to adjust his method when his command goes through a major turnover of personnel. After the loss of Jackson at Chancellorsville and the subsequent reorganization of the Army of Northern Virginia, Lee continued to operate as if nothing had changed, despite his own recognition that the army suffered from a want of qualified senior officers.

Robert E. Lee habitually issued discretionary orders with varying degrees of effectiveness. With Jackson, a man of ruthless battlefield instincts Lee was able to do this, even when Lee’s intent was less than clear, but even with Jackson such orders occasionally went awry as was the case during the Seven Days. Lee’s aide Walter Taylor noted that Jackson “took the suggestion of General Lee into immediate consideration, and proceeded to carry it into effect.” [1] This was not to be the case with those that followed Jackson, something that Lee failed to adjust to that would doom his army at Gettysburg.

Part of this is attributable to Lee’s distaste for administrative routine. Taylor noted how Lee’s “correspondence…was constantly a source of worry to him. He did not enjoy writing; indeed he wrote with labor, and nothing seemed to tax his amiability as the necessity for writing a lengthy official communication.” [2] But more importantly in the matter of communicating orders and following up, much of the issue came down to Lee’s near fatalistic understanding of faith and life in regard to the providence of God. For Lee victory and defeat came down to God’s will, as he wrote his wife after his ill-fated 1861 campaign in western Virginia “But the Ruler of the Universe willed otherwise and sent a storm to discontent a well laid plan and to destroy my hopes.” [3] But for Lee, the concept of “duty” became a secular manifestation of his religion.” [4]

J. F. C. Fuller attributes much of the manner in how Lee conducted battle to this sense of duty as well as belief in providence. Fuller notes that it “controlled the whole of his generalship.” [5] Lee explained his concept of command to the Prussian observer, Captain Justus Scheibert:

“You must know our circumstances, and see in battle that my leading would do more harm than good. It would be a bad thing if I could not then rely on my brigade and divisional commanders. I plan and work with all my might to bring my troops to the right place at the right time; with that I have done my duty. As soon as I order the troops forward into battle, I lay the fate of my army in the hands of God.” [6]

That firm belief in providence and the hand of God was evident in Lee’s comments to Major General Isaac Trimble as the army advanced into Pennsylvania. “We have again outmaneuvered the enemy, who even now does not know where we are or what our designs are. Our whole army will be in Pennsylvania day after tomorrow, leaving the enemy far behind and obliged to follow by forced marches. I hope with these advantages to accomplish some single result and to end the war, if Providence favors us.” [7]

Fuller is one of the harshest critics of Lee bluntly notes that “this lack of appreciation that administration is the foundation for strategy; this lack of interest in routine, and his abhorrence to exert his authority…” [8] were key factors in many of his army’s problems, from command and control, discipline and the material and logistics aspects of war. Likewise his absolute reliance on his subordinates to carry out his orders, and unwillingness to interfere once the battle was joined was a major factor in his failure at Gettysburg, where Russell Weigley noted in a rather kind and subdued way that “Lee…was sometimes served less than well by his corps, division and brigade commanders.” [9]

Throughout the Gettysburg campaign Lee issued vague orders that his subordinates either failed to understand or willingly interpret in a manner that Lee did not intend. Lee’s biographer Michael Korda notes that “the phrase if practicable…led to many unfortunate consequences, since it provided subordinate commanders a kind of escape clause, allowing them to argue after the event that what they had been order to do was not, in their view “practicable.” [10]

From the time that Robert E Lee learned that the Army of the Potomac had crossed the Potomac into Maryland on June 28th, he attempted to adjust his campaign plan and concentrate his army in preparation for battle. At that point his army was scattered and he did not want to provoke an engagement until he could concentrate his forces. Stuart’s cavalry, the absence of which was a matter of great consternation to Lee was chief among his concerns. Lee had hoped that Hooker would pursue him north, but finding the information out from Longsteet’s spy Harrison disturbed Lee greatly. [11]

Lee expected to know about Hooker’s movements from Stuart. However, Stuart was nowhere to be found; operating nearly fifty miles away separated from Lee’s main body much of the Army of the Potomac. Lee’s aide Walter Taylor wrote: “No tidings had been received from or of our cavalry under General Stuart since crossing the river; and General Lee was consequently without accurate of the movements or position of the main Federal Army.” [12] However, while Stuart certainly can be blamed for taking his best cavalry off on a ride around the Federal army, he acted in accordance with how he interpreted Lee’s orders, as Douglas Southall Freeman wrote: “What was possible was permissible. That, as Stuart saw it, was the substance of his orders.” [13]

This was especially true after Stuart had been surprised at Brandy Station by the Federal cavalry and pilloried in the Confederate press, the Richmond Sentinel saying Stuart had been “outgeneraled” and the Richmond Whig predicting that “We shall not be surprised if the gallant Stuart does not, before many days, make the enemy repent sorely the temerity that led them to undertake this bold and insulting feat….” [14] Lee’s orders provided just enough ambiguity and wiggle room for the wounded Stuart to do precisely what he did.

Lee’s orders gave Stuart the options of moving back to screen the army or passing around the Federal army, leaving the decision to Stuart’s discretion. “You will, however, be able to judge whether you can pass around their army without hindrance, doing them all the damage you can…” [15] Major Henry McClellan, Stuart’s aide recorded that he also received a “lengthy communication from General Lee…” which “discussed at considerable length the plan of passing around the enemy’s rear….” [16] Stuart in his official report wrote: “The commanding General wrote me, authorizing this move if I deemed it practical.” [17]

That being said Lee was clear enough that he expected Stuart to “lose no time in placing his command on the right of our column as soon as he should perceive the enemy moving northward.” [18] Though Stuart had detected Hancock’s II Corps moving north near Manassas he elected to make his movement around the Federal Army. Stuart’s biographer Burke Davis noted that Stuart “sought no advice on the all-important detour of June twenty-sixth, which changed his direct. He did not so much consult his brigadiers as he swung his column southward to pass around the enemy.” [19] Though Lee at a number of points during lead up to Gettysburg signaled his frustration with Stuart’s absence and its effect on his abilities, he failed to draw the appropriate conclusions that a prudent commander, operating deep in enemy territory would assume from the lack of contact. Lee should have assumed that Stuart was because of his move “become temporarily incommunicado” but instead, “inferred from Stuart’s silence that Hooker had not crossed the Potomac.” [20]

Lee’s vague order was the first in a series of command and control issues that plagued him during the campaign and combined with Stuart’s vanity and need to redeem his reputation, Lee’s ill use of the cavalry he did have under his control were all contributing factors leading to the disastrous encounter at Gettysburg, but there was more to come.

Now that Lee knew that the Army of the Potomac had crossed into Maryland and was now under the command of George Meade he began to take action to reassemble his widely scattered army in the vicinity of Chambersburg and Cashtown. A.P. Hill’s Third Corps was already near Cashtown, and Longstreet’s First Corps was on its way up. The most important issue Lee had was to get Ewell’s Second Corps, then near Carlisle preparing to attack Harrisburg, back in contact with the rest of the Army.

Lee sent two sets of orders to Ewell on the night of the 28th, after getting Harrison’s intelligence, but they did not reach Ewell until the morning of the 29th. The first orders were for Ewell to move to Chambersburg, and the second, to concentrate at Heidlersburg where he could either continue to Cashtown or turn south to Gettysburg. [21] The intent was good, Lee appears to have desired to minimize congestion on the turnpike in order to more rapidly assemble his army, however the orders caused much discontent at the Second Corps headquarters and “made Old Bald Head most unhappy.” [22] Many of his soldiers with Harrisburg in plain sight were likewise upset the “disappointment and chagrin were extreme” [23] while a soldier in “Maryland Steuart’s brigade recalled the “ill-concealed dissatisfaction” of the men, who “found the movement to be as they supposed “one of retreat.” [24] A staff officer noted that Ewell was “quite testy and hard to please” at the news and “became disappointed, and had everyone flying around.” [25]

Despite his displeasure Ewell did move promptly to comply with Lee’s orders “Lee had not communicated any particular sense of crisis to the case, and the Second Corps’ march proceeded at the usual pace.” [26] Likewise the fact that there were two orders caused several problems that would manifest themselves on July 1st all of which would affect the outcome of the battle.

The first regarded the movement of Second Corps. On receipt of the first order to proceed to Chambersburg Ewell promptly started Allegany Johnson’s division as well as the Second Corps Wagon Train and two battalions of its Corps Artillery Reserve down the turnpike. [27] When they arrived near Cashtown on the first they would become entangled with Anderson’s division of Hill’s Third Corps, slowing that unit’s attempt to move to battle. This massive traffic jam also delayed two of Longstreet’s divisions which were moving to link up with Hill’s Corps. [28]

Ewell was able to direct Rodes and Early’s divisions toward Heildlersburg, but the vagueness of Lee’s changing the objective of the march “to Cashtown or Gettysburg and leaving it up to the commander to choose between the two” [29]caused Ewell problems. Had Johnson’s division and the rest of the corps been available early on the afternoon of July 1st at Heildlersburg with Rodes and Early’s divisions it might have completely changed the outcome of the battle. Ewell had been very successful under Jackson, whose orders “were precise and positive” where Lee had not only revered the course of Ewell’s advance on Harrisburg back to Chambersburg, but then modified with the order to proceed to either Cashtown or Gettysburg. [30]

Lee’s order again contained a discretionary clause, to advance to Cashtown or Gettysburg “as circumstances dictate.” [31] Ewell was upset not knowing what “circumstances” Lee had in mind.” [32] On the night of the 30th he discussed the order with Rodes and Early as well as Major General Isaac Trimble, and complained of the order’s “indefinite phraseology” and made the comment “Why can’t a commanding General have someone on his staff who can write an intelligible order.” [33] Ewell’s acerbic comment could easily be applied to many of Lee’s orders issued during the next few days, but in spite of it Ewell did handle his “first discretionary order very well indeed” [34] as he issued his movement orders for July 1st in a manner that would allow his divisions to move on either location should the situation dictate.

As Ewell attempted to comply with Lee’s orders on the 29th and 30th to rejoin the army his other two corps were resting. Third Corps under A.P. Hill was at and around Cashtown west of Gettysburg. On the 30th Hill allowed Harry Heth to advance Johnston Pettigrew’s brigade to Gettysburg. When Pettigrew discovered Buford’s cavalry division there he withdrew and reported to incident to Hill and Heth who refused to believe it. Hill did pass on that news to Lee and alerted Lee that “that he intended to march there in the morning” but the “announcement seemed not to have disturbed the commanding general, since he expected to move his headquarters only as far as Cashtown the next day.[35] This lack of reaction was to have enormous consequences for Lee.

On the morning of July 1st, Hill ordered Harry Heth to advance his division to Gettysburg without the benefit of cavalry support or reconnaissance and backing them up with Pender’s division. As they advanced the leading brigades under Brigadier General James Archer and Joseph Davis met Federal forces. Heth became embroiled in a fight with Buford’s cavalry, which developed into a fight with Reynolds’s I Corps, a fight that resulted in Heth’s division being mauled and helping to bring a general engagement. That engagement drew in Ewell’s corps as well before Lee knew what was happening.

Lee had a number of chances to prevent the meeting engagement that developed on July 1st 1863. Lee noted in his after action report that “It had not been intended to deliver a general battle so far from our base unless attacked…” [36] but there are no records of him giving such instructions prior to the battle. There are no reports indicating that he urged caution on his commanders not to bring on a general engagement before July 1st, when the battle was already underway, nor are there records of any warning orders to his corps commanders upon learning of the presence of the Federal army north of the Potomac.

In the end of the day it was Lee’s “laxness with respect to reconnaissance and his lack of control of Hill’s movements caused him to stumble into battle.[37] The battle began without him knowing it; his subordinate commanders committed nearly half of his army into battle before he issued an order, Lee wrote “A battle had, therefore, become in a measure unavoidable….” [38] But such is not the case.

(Gburg day one)

Lee arrived early enough in the battle to make his influence known. He was told of Ewell’s movements by Major G. Campbell Brown of Ewell’s staff and instructed Brown in very strong terms to tell Ewell “that a general engagement was to be avoided until the arrival of the rest of the army.” [39] Ewell, did not get that message until after his forces were heavily committed noting in his report “that By the time this message reached me….It was too late to avoid an engagement without abandoning the position already taken up.” [40]

Lee was not happy that battle had been joined by Heth and Taylor observed that “on arriving at the scene of the battle, General Lee ascertained that the enemy’s infantry and artillery were present in considerable force” [41] and when Lee arrived on Herr Ridge, Heth asked permission to renew his attack when Rodes entered the fight. Lee’s initial response was negative “No, I am not prepared to bring on a general engagement today. Longstreet is not up.” [42]

After observing the battle for a time it became evident that Ewell’s corps was also heavily engaged and Lee began to change his mind. Heth reported that the Federal troops in front of him were withdrawing and Lee sensed an opportunity to strike a blow that might bring the climactic victory that he sought. Lee analyzed the situation and with Heth back at his division Heth wrote that “very soon an aide came to me with the orders to attack.” [43]

The order was given in the heat of the moment, and Lee always aggressive responded, but it was a bad decision. “It committed him to a major confrontation on this ground…without sufficient troops on hand and without knowledge of the whereabouts of the rest of the Federal army,” [44] and Lee knew this. He told Anderson at Cashtown not long before- meeting Heth: “I am in ignorance of what we have in front of us here. It may be the whole Federal army, or it may be only a detachment. If it is the whole Federal force we must fight a battle here.” But he was worried, telling Anderson “If we do not gain a victory, those defiles and gorges which we passed through this morning will shelter us from disaster.” [45]

Despite the success that his soldiers we now enjoying as they drove the I Corps and XI Corps back through the town Lee gave yet another vague order. This one to Ewell, who having already committed his corps to battle in the full knowledge that Lee did not desire a general engagement was confronted with another discretionary order, Lee said “General Ewell was…instructed to carry the hill occupied by the enemy, if he found it practicable, but to avoid a general engagement until the arrival of the other divisions of the army.” [46]

The Army of Northern Virginia came very close to sweeping Federal forces from the field on July 1st in spite of Lee’s lack of planning and clear commanders’ intent. But close was not enough. His forces which were committed in a piecemeal manner were unable to follow up their initial success. The situation faced by Ewell in Gettysburg was chaotic; his units were badly disorganized, and burdened by thousands of prisoners on the confided streets of the town. Rodes’ division had sustained frightful losses and he had no assurance of support from Hill. [47] Rodes’ after battle report supported Ewell’s decision. He wrote that before “the completion of his defeat before the town the enemy had begun to establish a line of battle on the heights back of the town, and by the time my line was in condition to renew the attack, he displayed quite a formidable line of infantry and artillery immediately in my front, extending smartly to my right, and as far as I could see to my left in front of Early.”[48]

Lee’s orders to Ewell, to take the high ground “if practicable” were correctly interpreted by Ewell despite his critics; he nature of the terrain, the number and condition of the troops that he had available for an attack, and the nature of the orders given by Lee late in the day was strong factors for Ewell to not attack. [49] Coddington noted that these problems “upset Ewell, for he was faced with the prospect of organizing a new attack with tired men even while he felt constrained by Lee’s injunction not to open a full-fledged battle. No wonder he was uncertain!” [50]The fact that Lee was not far away and did not issue a “peremptory order to Ewell” to attack also has to be noted. [51] If Lee had sensed that Ewell was not going to attack and really wanted him to he could have issued a direct order which Ewell, would have surely obeyed. “Lee realized that Ewell was not Jackson…and should have modified his method of command accordingly.” [52]

That evening Lee rode to Ewell’s headquarters and met with Ewell, Early and Rodes. “No reference was made to the possibility of an attack that evening on Cemetery Hill.” The question was put to them about what to do the next day. Lee asked “Can’t you with your corps attack on this flank tomorrow?” Jubal Early answered for Ewell saying “flatly that he did not believe an attack should be made from Gettysburg against Cemetery Hill the next day.” [53] Early added, “even if such an action were to succeed… it would be at a very great cost.” [54] Lee suggested to Ewell and his commanders that Second Corps around to the right along Seminary Ridge “where it might be better put to use, and twice he gave in to Ewell’s pleadings to remain where he was.” [55] This was yet another mistake that would haunt Lee during the rest of the battle, but the “notion of imposing his will on a subordinate was simply too alien to Lee’s nature for him to even to admit as a possibility.” [56] Fuller wrote “it was Lee’s inexhaustible tact that ruined his army.” [57]

Whether Lee intended to engage the Army of the Potomac at Gettysburg so early in the campaign is debated. His multiple and contradictory strategic aims left his commanders acting much on their own. Lee’s lack of clear commander’s intent to his subordinate commanders created confusion on the battlefield. They also paved the way to many controversies in the years following the war as Southerners sought to explain the failure of the Lost Cause, for which Lee could not be blamed.

Much of the controversy comes from Lee’s own correspondence which indicates that he might have not fully understood his own intentions. Some correspondence indicates that Lee desired to avoid a general engagement as long as possible while other accounts indicate that he wanted an early and decisive engagement. The controversy was stoked after the war by Lee’s supporters, particular his aides Taylor and Marshall and generals Early, Gordon and Trimble. Men like Longstreet and were castigated by Lee’s defenders for suggesting that Lee made mistakes on the battlefield.

The vagueness of Lee’s instructions to his commanders led to many mistakes and much confusion during the battle. Many of these men were occupying command positions under him for the first time and were unfamiliar with his command style. Where Stonewall Jackson might have understood Lee’s intent, even where Lee issued vague or contradictory orders, many others including Hill and Ewell did not. Lee did not change his command style to accommodate his new commanders.

That lack of flexibility and inability to clearly communicate Lee’s intent to his commanders and failure to exercise control over them proved fatal to his aims in the campaign. Stephen Sears’ scathing analysis of Lee’s command at Gettysburg perhaps says it the best. In the final analysis, it was Robert E. Lee’s inability to manage his generals that went to the heart of the failed campaign.” [58]

The vagueness of Lee’s intent was demonstrated throughout the campaign and was made worse by the fog of war. Day one ended with a significant tactical victory for Lee’s army but without a decisive result which would be compounded into a strategic defeat by Lee’s subsequent decisions on the 2nd and 3rd of July.

Notes:

[1] Taylor, Walter. General Lee: His campaigns in Virginia 1861-1865 With Personal Reminiscences University of Nebraska Press, Lincoln Nebraska and London, 1994 previously published 1906 p.45

[2] Ibid. Taylor General Lee: His campaigns in Virginia 1861-1865 With Personal Reminiscences p.25

[3] Lee, Robert Edward. Recollections and Letters of General Robert E Lee A Public Domain book, Amazon Kindle edition location 548

[4] Taylor, John M. Duty Faithfully Performed: Robert E Lee and His CriticsBrassey’s, Dulles VA 1999 p.35

 

[5] Fuller, J.F.C. Grant and Lee: A Study in Personality and Generalship, Indiana University Press, Bloomington IN 1957 p.112

[6] Korda, Michael. Clouds of Glory: The Life and Legend of Robert E. Lee Harper Collins Publishers, New York 2014 p.348

[7]Tucker, Glenn. High Tide at Gettysburg, The Bobbs Merrill Co. Indianapolis Indiana 1958 p.24

[8] Ibid. Fuller Grant and Lee: A Study in Personality and Generalship p.125

[9] Weigley, Russell F. The American Way of War: A History of United States Military History and Policy University of Indiana Press, Bloomington IN, 1973 p.116

[10] Ibid. Korda, Michael. Clouds of Glory: The Life and Legend of Robert E. Lee p.446

[11] Sears, Stephen W. Gettysburg. Houghton Mifflin Co. Boston and New York 2003 p. 139

[12] Taylor, Walter Four Years with General Lee Original published 1877. Heraklion Press Kindle Edition 2013 location 1199

[13] Freeman, Douglas Southall, Lee’s Lieutenant’s a Study in Command, One volume abridgement by Stephen W Sears, Scribner, New York 1998 pp.554-555

[14] Ibid. Freeman Lee’s Lieutenant’s a Study in Command, p.552

[15] Nolan, Alan T. R. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg edited by Gallagher, Gary W. Kent State University Press, Kent Ohio 1992 p.16

[16] McClellan, Henry Brainerd The Life and Campaigns of Major General J.E.B. Stuart Commander of the Cavalry of the Army of Northern Virginia 1885. Digital edition copyright 2011 Strait Gate Publications, Charlotte NC location 6123 unfortunately this letter cannot be verified as no copy exists, McClellan presuming that it was destroyed sometime during the march.

[17] Dowdy, Clifford. Lee and His Men at Gettysburg: The Death of a Nation Skyhorse Publishing, New York 1986, originally published as Death of a Nation Knopf, New York 1958 p.60

[18] Lee, Robert E. Reports of Robert E Lee, C.S. Army, Commanding Army of Northern Virginia Campaign Report Dated January 20th 1864. Amazon Kindle Edition location 503

[19] Davis, Burke JEB Stuart: The Last Cavalier Random House, New York 1957 p. 325

[20] Coddington, Edwin B. The Gettysburg Campaign: A Study in Command, A Touchstone Book, Simon and Schuster New York, 1968 p.183

[21] Ibid. Coddington The Gettysburg Campaign: A Study in Command p.189

[22] Ibid. Sears Gettysburg p. 134

[23] Tredeau, Noah Andre. Gettysburg: A Testing of Courage, Harper Collins Publishers, New York 2002 p.124

[24] Ibid. Sears Gettysburg p. 134

[25] Ibid. Tredeau, Gettysburg: A Testing of Courage, p.124

[26] Ibid. Sears Gettysburg p. 134

[27] Ibid. Coddington The Gettysburg Campaign: A Study in Command pp.189-190

[28] Ibid. Dowdy Lee and His Men at Gettysburg: The Death of a Nation p.99

[29] Foote, Shelby, The Civil War, A Narrative. Volume Two Fredericksburg to Meridian Random House, New York 1963 p. 464

[30] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.464

[31] Pfanz Harry W. Gettysburg: The First Day University of North Carolina Press, Chapel Hill and London 2001 p.148

[32] Ibid. Coddington The Gettysburg Campaign: A Study in Command p.192

[33] Ibid. Pfanz Gettysburg: The First Day p.149

[34] Ibid. Sears Gettysburg p. 160

[35] Ibid. Coddington The Gettysburg Campaign: A Study in Command p.264

[36] Ibid. Lee Reports of Robert E Lee, C.S. Army, Commanding Army of Northern Virginia Campaign Report Dated January 20th 1864 location 552

[37]Ibid. Nolan R. E. Lee and July 1 at Gettysburg p.24

[38] Ibid. Lee Reports of Robert E Lee, C.S. Army, Commanding Army of Northern Virginia Campaign Report Dated January 20th 1864 location 552

[39] Ibid. Pfanz Gettysburg: The First Day p.150

[40] Ibid. NolanR. E. Lee and July 1 at Gettysburg p.22

[41] Ibid. Taylor General Lee: His campaigns in Virginia 1861-1865 With Personal Reminiscences p.188

[42] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.475

[43] Ibid. Sears Gettysburg p. 203

[44] Ibid. NolanR. E. Lee and July 1 at Gettysburg p.24

[45] Ibid. Foote The Civil War, A Narrative. Volume Two Fredericksburg to Meridian p.474

[46] Freeman, Douglas Southall, Lee’s Lieutenant’s a Study in Command, One volume abridgement by Stephen W Sears, Scribner, New York 1998 p.571

[47] Gallagher, Gary. Confederate Corps Leadership on the First Day at Gettysburg: A.P. Hill and Richard S. Ewell in a Difficult Debut in The First Day at Gettysburg edited by Gallagher, Gary W. Kent State University Press, Kent Ohio 1992 pp.54-55

[48] Ibid. Nolan p.26

[49] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.28

[50] Ibid. Coddington The Gettysburg Campaign: A Study in Command p.319

[51] Ibid. NolanR. E. Lee and July 1 at Gettysburg in the First Day at Gettysburg p.28

[52] Ibid Gallagher Confederate Corps Leadership on the First Day at Gettysburg p.56

[53] Ibid. Freeman Lee’s Lieutenant’s a Study in Command p.572

[54] Ibid. Tredeau, Gettysburg: A Testing of Courage, p.261

[55] Sears, Stephen W. Gettysburg. Houghton Mifflin Co. Boston and New York p.504

[56] Ibid. Tredeau, Gettysburg: A Testing of Courage, p.262

[57] Ibid. Fuller Grant and Lee: A Study in Personality and Generalship p.119

[58]Sears, Stephen W. Gettysburg. Houghton Mifflin Co. Boston and New York p.504

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Gettysburg: June 28th the Day of Surprises

army-potomac-1500Army of the Potomac on the March

 

If you were an ordinary soldier in either the Army of the Potomac or Army of Northern Virginia June 28th 1863 would not have been much different than any of the previous days. Both armies had been on the march, both were moving north and with the exception of a few minor cavalry engagements no troops had yet engaged in battle.

However it is almost never good when a commander gets surprised. On June 28th 1863, three men, General Robert E Lee, Lieutenant General J.E.B. Stuart and Major General George G Meade all were surprised by unexpected, and in the case of Lee and Stuart truly disturbing news. The manner in which each responded was critical to how the Battle of Gettysburg unfolded and indicative of each mans’ ability as a commander.

Harrison-1-

Harrison

On the morning of June 28th Lieutenant General James Longstreet was alerted to the presence of a man claiming to have information on the movement and location of the Army of the Potomac. The man’s name was Harrison and that he was an actor. Harrison is one of those mysterious figures that occasionally show up in the context of a historical event and make it even more interesting. He reported the location of Federal Cavalry as well as the location of five of the Army of the Potomac’s seven army corps, all too close for comfort. Questioned about the location and activities of Stuart, Harrison could give no information.

gettysburg-general-lee

Any commander that embarks on a high risk offensive operation in enemy territory must do so with great care, especially in regard to command and control of his forces. This is especially true regarding reconnaissance. Lee had been operating blind for well over a week and this was his fault. Because Lee had issued such vague orders Stuart was well to the east conducting his ride around the Federal army and completely useless to Lee.

longstreet

Longstreet

Though Lee still had three brigades of Stuart’s Cavalry Division available, none were in a position to assist his reconnaissance needs. Again blame for this has to be laid at the feet of Lee. Robertson’s and Jones’ brigades were still deep in Virginia guarding Snicker’s and Ashby’s Gap. Iboden’s Brigade was to the west at Hancock Maryland. Jenkins’ brigade, which was not a part of Stuart’s division, was far to the front with Ewell’s Corps.

In the case of the selection of Jones’ and Robertson’s brigades for the mission of screening Lee, Stuart made a critical mistake. Jones and Robertson both had serious deficiencies as leaders and proved that they had Lee’s “confidence or understood his expectations…and Stuart badly misread the amount of personal connection his superior required.”[i] Longstreet had recommended that Stuart assign the excellent Wade Hampton and his brigade to the mission of screening the Army, but Stuart ignored his counsel.

CWP015

Stuart

While Lee’s orders to Stuart allowed Stuart to go off on his mission Lee had plenty of cavalry available but employed it in a woeful manner and did not take the steps necessary to ensure that the commanders assigned understood his expectations. This was another critical mistake made by Lee and as Alan.T. Nolan wrote: “There seems to be no excuse for Lee’s finding himself at Chambersburg on the 28th without a single regiment of cavalry”[ii] The tragic thing for the Confederacy was that Lee would make this same mistake in failing to communicate his intent with other subordinates throughout the campaign.

Lee assumed quite wrongly that the reason he had not heard from Stuart was that Hooker’s army had not moved. This was a bad miscalculation on Lee’s part and Longstreet trusted Harrison and promptly reported the information to Lee. Lee refused to see Harrison as he had little appreciation for or confidence in the words of “spies.” That being said Lee reacted with alacrity and issued orders to concentrate his army near Cashtown.

The surprise of the Union Army being concentrated so near him took away Lee’s ability to retain the initiative of a campaign of maneuver. Likewise, because his army was so scattered he was now in danger of being hit and defeated in detail by the Federal army. It was a dangerous position for him to be in and he knew it. In a sense he was fortunate that on the 28th the Army of the Potomac was changing command and unable to strike while he was so vulnerable.

Seventy miles away J.E.B. Stuart was at Rockville Maryland where despite learning that the Army of the Potomac was moving did not hasten to re-join the main army. Instead, he and his troopers became distracted and captured a large Federal wagon train, 125 brand new wagons carrying supplies north. Instead of burning them and leaving his prisoners he decided to advance into Pennsylvania with his treasure. The effect was to radically slow down his march and keep him out of the battle when Lee most needed his presence.

While Lee and Stuart reacted to surprises that were largely of their own making another officer received a surprise of his own. On the night of June 27th George Meade was simply one of seven Corps Commanders in the Army of the Potomac. That changed suddenly when he was awoken at 3 Am on the 28th by Halleck’s messenger and Deputy Adjutant General Colonel James Hardie. In his hand Hardie had a letter of instruction from Halleck which began: “You will receive with this the order of the President placing you in command of the Army of the Potomac.” [iii]

meade2

Meade

Meade, though he desired the appointment as commander of the Army did not expect it.  He believed that if Hooker was relieved of command that John Reynolds of First Corps or another would receive it. He was outranked by two Corps commanders including Reynolds. Meade wrote to his wife the reasons he would not get command a few days before: “because I have no friends, political or others, who press or advance my claims or pretentions.”[iv] The latter was not because of he did not have friends, but because unlike Hooker, Sickles and so many others he stayed out of the various political cabals in the army and their constant intrigues.

The order gave Meade command of the troops at Harper’s Ferry which had been denied to Hooker just days before. It also gave him freedom of command. It read: “You will not be hampered by any minute instructions from these headquarters” and “you are free to act as you deem proper under the circumstances as they arise.”[v] Likewise he was authorized to command General Couch’s forces along the Susquehanna. A further power given to Meade which had not been given to previous commanders of the Army of the Potomac was the authority to relieve from command and dismiss officers from the army, or appoint to command officers regardless of seniority as he saw fit. It was a power that during the tumult of battle that he would use well.

The appointment of Meade was met with relief by most of his fellow Corps commanders. He was respected, despite having a temper which would occasionally erupt and send him into busts of rage. He was viewed as a truthful, honest and caring commander who after a blow up would do what he could to reconcile. He was passionate about the lives of his troops and whenever possible avoided battles that he believed their sacrifice would be in vain. He knew his trade, paid close attention to detail and knew and understood his troops and commanders. He had earned respect throughout his career and during the battles on the Peninsula, Antietam, Fredericksburg and Chancellorsville proved that he was an excellent leader and commander of troops.

Meade had an immense task to accomplish. When he went to bed on the night of the 27th he was unaware of the locations of the bulk of the Federal Army and knew that Lee was already deep in Pennsylvania. Meade was determined to bring Lee to battle was cautious as he did not want to take a chance of his forces being split up and defeated in detail. He knew that if he was to defeat Lee he had to concentrate his combat power. He wired Halleck that he would “move toward the Susquehanna keeping Baltimore and Washington well covered, and if the enemy is checked in his attempt to cross the Susquehanna or if he turns toward Baltimore, to give him battle.”[vi] He prepared a fallback position along Pipe Creek and gave his Corps commanders permission to withdraw back to the Pipe Creek line outside Taneytown Maryland if they felt threatened by a larger Confederate force.

He kept General Daniel Butterfield as his Chief of Staff despite Butterfield’s close association with Hooker and his political cabal and appointed Major General George Sykes to command his old V Corps. He also wired Halleck with an “unheard of request: to promote in one jump three brilliant young officers from the rank of captain to that of brigadier general. They were Elon J. Farnsworth of the 8th Illinois Cavalry, George A Custer of the 5th United States Cavalry and Wesley Merritt of the 2nd United States Cavalry.”[vii] Each was appointed to command brigades in Pleasanton’s Cavalry Corps which was being reorganized that day.

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Meade recognized the importance of Gettysburg and began to move his forces toward the town even as Lee gathered his army. By the evening of the 30th Meade’s 1st Cavalry Division under the command of Brigadier General John Buford detected Confederate infantry to the west of the town. Buford with a keen eye for terrain instantly recognized that it was favorable ground. He knew that the battle was to be there and sent word back to John Reynolds, commander of I Corps:

“Have Occupied Gettysburg. Contacted large force of Reb infantry. I think they are coming this way. Expect they will be here in force in the morning.”[viii]

Until tomorrow,

Peace

Padre Steve+


[i] Trudeau, Noah Andre. Gettysburg, A Testing of Courage Harper Collins, New York, 2003. p.69

[ii] Nolan, Alan T. R.E. Lee and July 1 at Gettysburgin The First Day at Gettysburg, Gallagher, Gary W. Editor, Kent State University Press, Kent Ohio 1992 p. 20

[iii] Foote, Shelby, The Civil War, A Narrative. Volume Two Fredericksburg to Meridian Random House, New York 1963 p.451

[iv] Ibid.

[v] Ibid.

[vi] Coddinton, Edwin B. The Gettysburg Campaign, A Study in Command A Touchstone Book, Simon and Shuster New York 1968 pp. 219-220

[vii] Ibid. p.220

[viii] Shaara, Michael. The Killer Angels. Ballantine Books, New York. 1974 p.40

 

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Gettysburg, Vicksburg and the Campaign of 1863: The Relationship between Strategy and Operational Art

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Today we look at the Gettysburg Campaign in terms of how we understand the connection between strategy and operational art. In doing so we have to place it in the context that Lees campaign has in relationship to the Confederate command relationships and where it fits in the continuum of unified action as we understand it today.

To do so we have to make the connection between national strategic objectives, theater objectives, operational objective and tactical objectives. We have to explore command and control structures, staff organization and the understand the effect of the Diplomatic, Informational, Economic and Military elements of national power that impact a nations ability to wage war.

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The summer campaign of 1863 in the Civil War gives us the opportunity to do this as we explore the Gettysburg campaign in relation to Vicksburg and the overall strategic situation that both sides faced.

The Confederacy had a twofold problem in its organization for war and how it conducted the war. First it had no organization at the strategic level to direct the war and it never developed a grand strategy from which its national strategic objectives could be translated for action at the theater, operational and tactical levels of warfare.

The overarching national strategic objective of the Confederacy was to attain independence. To such ends the governors of the 11 Confederate States raised units to fight any Federal armies which dared to force them back into the Union. The various states controlled the use of their units. Some kept their best units at home, while others dispatched units to Confederate armies such as Lees Army of Northern Virginia. After that there was not much thought given to how to fight the war.

Other than the stated desire for independence and their common hatred of the Yankee,there was little in the way of unity within the Confederate States. Each state viewed itself as an independent nation only loosely bound to the other states. There was much distrust of any attempt to organize a true central government with any actual authority or power in Richmond. Jefferson Davis may have been President but his country was hamstrung by its own internal divisions.

The Confederacy lacked a clear defined command structure to coordinate war efforts. This included its military operations, diplomatic efforts and economy. Jefferson Davis, an able man to be sure was a man given to suspicion and had major personality conflicts with all of his senior commanders save Robert E. Lee. These conflicts did impact operations, just as did the refusal of various states to support operations or campaigns apart from ones that impacted their state directly.

While Jefferson Davis and his Secretary of War theoretically exercised direction of the war no formal mechanism existed to coordinate the needs of the various military departments or armies. In effect each army operated independently often competing with each other for the troops, supplies and materials needed to fight, as well as having to contend with recalcitrant state governments, each loathe to sacrifice anything that might compromise their own independence. Attempts by the authorities in Richmond to centralize some measure of authority were met with resistance by the states. Thus statesrights were not only the cause of the war, but also the cause of the Confederate downfall.[i]

In a country as vast as the Confederacy that lacked the industry, transportation infrastructure, population and economic power of the North this was a hindrance that could not be overcome by the soldierly abilities of its armies alone.

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This had a direct effect on the campaign of 1863. In the west, Confederate commanders were very much left to fend for themselves and to add to their misery failed even to coordinate their activities to meet the threat of Grant and his naval commander, Admiral David Dixon Porter. In the East, Lee having established a close relationship with Jefferson Davis as his military advisor during the first year of the war exercised a disproportionate influence on the overall strategy of the Confederacy.

Lee in theory was simply one of a number of army or department commanders, yet he was responsible for a decision that impacted the entire war effort. The Confederate cabinet could reject Lees proposal as readily as that of any other department commander, Bragg, or Pemberton or Beauregard, for example, each of whom was zealous to protect the interests of the region for which he was responsible…” But this was Lee, the first soldier of the Confederacy- the first soldier of the world…”[i] Lees plan was approved by the cabinet by a vote of five to one. The lone dissenter was Postmaster General John H. Reagan who believed a fatal mistake had been made…”[ii]

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The Lone Dissenter, Postmaster General John H Reagan

Lees decision to launch an invasion of the north in hopes of a quick victory to secure independence had numerous adverse effects on the broader needs of the Confederacy at a time when the Confederacy had little room for a misstep. Lee was a remarkable commander at the operational level but his military thinking process was very much Napoleonic. To succeed Lees design required a climactic Napoleonic battle,[iii] to defeat Union armies and this was something that his new opponent Meade would not allow.

The lack of any sense of unity in the Confederate hierarchy was disastrous. The lack of agreement on a grand strategy and the inability of the Confederate States Government and the various state governments to cooperate at any level culminated in the summer of 1863 with the loss of Vicksburg and the failure of Lees invasion of Pennsylvania.

Confederate army units and their commanders generally excelled on the tactical level, and their soldiers endured hardship well. They displayed amazing individual initiative on the battlefield and they won many victories against superior forces, especially in the early part of the war. But neither the Confederate government nor the various army commanders were able to translate battlefield success to operational, theater specific or national strategic objectives.

This can be contrasted with the Union, which though it was slow to understand the nature of the war did have people who, through trial and error developed a cohesive strategy that led to success at the operational level and the tactical level. George McClellan, whatever his faults as a field commander possessed a strategic design for winning the war,[iv] the necessity of unity of command and successfully built an effective army.

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General Montgomery Meigs, the Logistician

The Union understood the changing nature of modern war and in stark contrast to the inefficient and graft ridden Confederate agencies developed an efficient and well managed War Department where the importance of logistics interbureau cooperation became a paramount concern. The Quartermasters Department under the direction of Quartermaster General Montgomery Meigs was particularly efficient in supplying the needs of a military fighting on exterior lines in multiple theaters of operation.

This had a profound effect on operations. When the Union forces by necessity had to operate in enemy territory they were well supplied whereas whenever Confederate Forces conducted operations in the North or even in friendly Border States they were forced to subsist off the land. This meant that Confederate operations in the north were no more than raids, even the large invasions launched by Lee. They had no staying power to keep and hold any ground that they took in enemy territory. This can be contrasted with the Union which when it sent its forces south meant them to stay. Lee could not fathom this and because he believed that no Federal Army could stand a summer in the Deep South and that Grant would be forced to withdraw. The use of railroads to supply its far flung forces operating in the south as well as its use of maritime transportation along the coast and on inland waterways ensured that its armies could always be supplied.

Henry Halleck was the first true American military theorist who published Elements of Military Art and Science in 1846. While his is often given short shrift because he was not an effective field commander, and had an acerbic personality which rubbed people the wrong way was one of the most important individuals in organizing the eventual Union victory. This included matters of strategy, picking effective subordinate commanders and understanding the logistical foundations of strategy.

Weigley wrote of Halleck:

He sponsored and encouraged the operations of Brigadier General Ulysses. S. Grant and Flag Officer Andrew H. Foote that captured Forts Henry and Donaldson in February 1862 and  thereby opened up the Tennessee and Cumberland Rivers for Union penetration deep into the state of Tennessee and toward the strategically important Memphis and Charleston Railroad. Hallecks insights into the logistical foundations of strategy proved consistently accurate. Throughout the war, he maintained a shrewd eye for logistically viable lines of operation for the Union forces, and he increasingly recognized that one of the most effective weapons of offensive strategy, in an age when battle meant exposure to rifled firepower, was not to aim directly at the enemy armies but at their logistical base.[i]

Halleck was also instrumental in helping to oust Hooker, raise Meade to command the Army of the Potomac. When Lincoln brought Grant east to become General in Chief Halleck took on the new position of Chief of Staff. This was a task that he fulfilled admirably, allowing Grant to remain in the field and ensuring clear communication between Lincoln and Grant as well as relieving Grant of the burden of personally corresponding with his department commanders.[ii]

By establishing what we now understand as the beginning of a modern command and staff organizational structure the Union was far more able to link its national, theater and operational level objectives with its tactical objectives, even when some of its commanders were not as good as Confederates and blundered into defeats.

In the end during the summer of 1863 it was the Union which was better able to link the ends, ways and means of the strategic direction of the war. This is something that Davis and Lee were unable to do as they struggled with political division, a lack of cooperation from the states, and the lack of any true grand strategy.

Lee’s strategy of the offensive was wrong and compounded the problems faced by the Confederacy. The losses that his army suffered were irreplaceable, not just in terms of overall numbers of soldiers but in terms of his mid-level leaders, his battalion, regiment and brigade commanders who suffered grievous losses and were even more critical to the leadership of his army.

Lee recognized the terrible effects of his officer casualties in a letter to General John Bell Hood on May 21st: There never were such men in an Army before. But there is the difficulty- proper commanders- where can they be obtained?[iii] His actions at Gettysburg only added to his crisis in keeping his army supplied with competent commanders, as so many were left dead, wounded or captured during the campaign.

Even had Lee won the battle of Gettysburg his casualties in Union territory would have been prohibitive. He would have spent most of his ammunition, incurred serious losses in personnel and horses, and been burdened by not having to care for his wounded and still been deep in Union territory away from his nearest logistics hub. Had Lee won at Gettysburg his ammunition would have been nearly exhausted in victory, while Federal logistics would have improved as the Army of the Potomac fell back toward the eastern cities.[iv] This would have forced him to withdraw from Pennsylvania even had he been victorious.

It is true that a victory on northern soil might have emboldened the peace party in the North, but even then that could not have an effect on the desired effect on the Lincoln Administration until the election of 1864, still 16 months away. Likewise, in July 1863 such a victory would probably not have triggered foreign recognition or assistance on the part of France or England. Skilful northern diplomacy prevented an internal conflict from becoming an international war.[v] Jefferson Davis held on to his fantasy until August 1863, when even he was forced to deal with reality was a vain hope indeed and ended his diplomatic efforts to bring England into the war.

England would not intervene for many reasons and the Confederate government did not fully appreciate the situation of the countries that they hoped would intervene on their behalf:

its dependence on northern foodstuffs, access to new cotton supplies, turmoil in Europe, fear of what might happen to Canada and to British commerce in a war with the Union, and an unwillingness to side with slavery. The British government also wanted to establish precedents by respecting the blockade, a weapon that it often used.[vi]

Confederate politicians were hindered by a very narrow, parochial view of the world, had little understanding of modern industry, economics and the type of diplomacy employed by Europeans both to strengthen their nations, but also to maintain a balance of power.

As we look at the Gettysburg and Vicksburg campaigns in the summer of 1863 these are important things to consider. The relationship between national strategic objectives, theater objectives, operational objectives and tactical success cannot be minimized. Success on the battlefield alone is almost always insufficient to win a war unless those wins serve a higher operational and strategic purpose, and the costs of battles and campaigns have to be weighed in relation to the strategic benefits that derive from them.

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Retreat from Gettysburg

In the end the total failure of the two campaigns destroyed any real hope of Confederate military victory. At Vicksburg the Confederacy lost all of Pembertons army, 33,000 men and Lee suffered over 28,000 casualties from an army which had begun the campaign with about 80,000 troops.

This essay is certainly not an exhaustive look at the subject, but if we do not consider them we cannot really understand the bigger picture of the situation that the two sides faced and how they dealt with them. While the weapons and tactics employed by the sides are obsolete the thought processes and strategic considerations are timeless.

While I will be writing more about the specifics of the battle in the coming days including leadership issues, tactical considerations and even the relationships and friendships between commanders on both sides that transcended the war.

Notes


[i] Ibid. p.429-430

[ii] Millet, Allan R. and Maslowski, Peter, For the Common Defense: A Military History of the United States The Free Press a Division of Macmillan Inc. New York, 1984 p. 221

[iii] Sears, Stephen W Gettsyburg Houghton Mifflin Company Boston and New York, 2004 p.51

[iv] Ibid. Weigley, Russell. The American Way of War p.116

[v] Ibid. Millet and Maslowski p.220

[vi] Ibid.


[i] Foote, Shelby, The Civil War, A Narrative. Volume Two Fredericksburg to Meridian Random House, New York 1963 pp.432-433

[ii] Ibid. p.433

[iii] Weigley, Russell. The American Way of War Indiana University Press, Bloomington Indiana 1974, p.115

[iv] Weigley, Russell F. American Strategy from Its Beginnings through the First World War. In Makers of Modern Strategy, from Machiavelli to the Nuclear Age edited by Paret, Peter, Princeton University Press, Princeton New Jersey 1986. P.429


[i] Fuller, J.F.C Grant and Lee: A Study in Personality and Generalship Indiana University Press, Bloomington Indiana, 1957 p.35

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The Gettysburg Campaign: Lee Moves North, the Battle of Brandy Station, Stuart’s Ride and the Relief of Fighting Joe Hooker

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Lee with his Commanders at Williamsport 

Note: This is another of my preparations for for the Gettysburg Staff Ride that I will be conducting with students from the Staff College that I teach. 

On June 3rd 1863 Robert E Lee began to move his units west, away from Fredericksburg to begin his campaign to take the war to the North. He began his exfiltration moving Second Corps under Richard Ewell and First Corps under James Longstreet west. Initially he left A.P. Hill’s Third Corps at Fredericksburg to guard against any sudden advance by Hooker’s Army of the Potomac toward Richmond.

Once it was ascertained that Hooker was not making for Richmond, Hill’s Corps followed and on June 7th all three Corps were reunited at Culpepper. Lee’s movement did not go unnoticed, Hooker’s aerial observers detected the move, but Hooker after throwing pontoon bridges across the river and discovering that Hill’s troops were firmly entrenched made no move to pursue. He asked permission to advance on Richmond but was order not to cross the river, lest his army be exposed and destroyed by a thrust at its rear

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General J.E.B. Stuart 

Meanwhile, J.E.B. Stuart and his Cavalry Corps had been at Brandy Station near Culpepper for two weeks. On the 5th Stuart staged a grand review of five of his brigades which included a mock charge against the guns of his horse artillery. According to witnesses it was a spectacular event, so realist that during the final charge some women fainted.

As Lee made his move Hooker attempted to ascertain Lee’s intentions. With Lee moving west he asked Lincoln for permission to advance on Richmond, which was denied. Lincoln did not believe that Hooker could take Richmond and believed that if he did it would leave the logistics train of Army of the Potomac as well as Washington exposed to Lee.

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Major General Joseph Hooker 

Hooker believed that Stuart’s intent was to disrupt his logistics and communications. He ordered his Cavalry Corps Commander, Major General Alfred Pleasanton to attack Stuart.  On June 9th Pleasanton’s forces, now reorganized under three aggressive division commanders, John Buford, David Gregg and Judson Kilpatrick and reinforced by two brigades of infantry surprised Stuart at Brandy Station.

Cav Fight at Brandy Station

The resultant action was the largest cavalry engagement of the war. Over 20,000 troopers engaged in an inconclusive see-saw battle that lasted most of the day. Stuart claimed victory as he maintained control of the battlefield and inflicted more casualties than his forces incurred.  But the battle was more significant than the number of casualties inflicted or who controlled the battlefield at the end of the day. For the first time Stuart had been surprised by an aggressively led Union Cavalry force.  The Union troopers fought a stubborn and fierce battle and retired in good order. Stuart did not appreciate it but the battle was a watershed, it ended the previous dominance of the Confederate Cavalry arm. It was something that in less than a years’ time would cost him his life.

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The Battle of Brandy Station (Map by Hal Jespersen, http://www.posix.com/CW)

However, Stuart’s repulse of Pleasanton’s force did enable Lee’s Army to continue north undetected by Hooker. Ewell’s Corps entered the Shenandoah Valley and defeated a Union force at Winchester on June 14th.  Then with the rest of the Army following he moved to Williamsport Maryland where he called a halt to allow the rest of his corps and the army to come up.

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Major General Henry Halleck 

Hooker was slow to appreciate what Lee was doing. Prodded by Lincoln Hooker moved the Army of the Potomac to a position where it could defend Washington in case Lee was to make a thrust at the Federal capitol. In a series of fierce cavalry clashes west of Washington, Stuart successfully kept the Federal cavalry from discerning the movements of Lee’s Army.

Lee’s initial move to break contact with the Federal Army and keep his movements and intentions secret was an excellent example of deception. Stuart’s success at screening Lee’s movements contributed to Federal confusion. Lee’s deception was so successful that Pleasanton believed that Lee’s objective was Pittsburgh, far to the west. Even when Hooker determined that the bulk of Lee’s infantry was in the Shenandoah he was not certain if Lee would move east toward Baltimore and Washington west or would Lee continue up the valley into Pennsylvania.  

But at this point Lee then made the first of a number of mistakes that would characterize his campaign.  The most grievous of these in my view was his inability to get his commanders to understand his intent. The necessity of subordinate commanders understanding the intent of their superior is essential to the success of any military operation. Lee failed to do this a number of times.

After Stuart recovered from the surprise at Brandy Station Lee gave Stuart permission to move the bulk of his cavalry into the Federal rear.  Lee instructed Stuart that once he determined that Hooker was moving to pursue that Stuart must return to guard Ewell’s flank. However, Lee did not insist on this and left the decision in Stuart’s hands.  When Stuart discovered the Army of the Potomac stationary near Manassas he suggested to Lee that he lead his force around the Federal Army to deceive Hooker as to Lee’s intentions. Lee agreed but told Stuart to maintain close observance of the Federal Army.

Unfortunately his orders left Stuart much in the way of interpretation. He wrote:

You will, however be able to judge whether you can pass around their army without hindrance, doing all the damage that you can, and cross the river east of the mountains. In either case you must move on and feel the right of Ewell’s troops, collecting information, provisions etc.”  Lee added, “Be watchful and circumspect in all your movements.” 

Lee expected Stuart to do this, but his lack of clarity and vagueness allowed to Stuart interpret the order in a manner that benefited him, as he had been stung by criticism of his conduct of the Battle of Brandy Station in the Southern press. For Stuart this was a chance to regain the limelight and add to his luster. He decided to move independently and continue his ride around the Army of the Potomac. It was the last time that Lee had contact with Stuart until the end of the second day of the battle at Gettysburg. Stuart’s absence was critical for it left Lee blind as to the whereabouts of Hooker’s Army or any other threats.

Historians have long wondered why Lee allowed and why Stuart conducted an operation that left Lee blind and had no obvious advantages. Stephen W Sears notes in his book Gettysburg that: “The very concept of Stuart’s expedition was fueled by overconfidence and misjudgment at the highest command level. As soldier-historian Porter Alexander judged the matter, “We took unnecessary risk, which was bad war, & the only bad war too, I think, in all our tactics.” (i)

Lee also took little notice of the events occurring to the west. The siege of Vicksburg was entering its final weeks and with it the hopes of the Confederacy, but Lee was convinced that the war had to be won in the east and quickly.

Lee had no idea that the man directing the campaign against that city, Ulysses S Grant would become his nemesis in less than a years’ time. While Lee had an understanding of all the men who had commanded the armies that he faced, Grant was a man that he never really understood.

As Vicksburg withered and Stuart dithered Lee continued to move north with his Army, crossing into Maryland. By June 24th Ewell’s lead division was near Chambersburg with orders to advance on the Susquehanna and Harrisburg

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The Gettysburg Campaign (Map by Hal Jespersen, http://www.posix.com/cw)

As Lee moved north Hooker attempted to convince Lincoln to attack Richmond, but Lincoln did not believe that the Confederate capitol was the key to victory. Lincoln denied Hooker’s request giving the following instruction:

“I think Lee’s army, not Richmond is your true objective point. If he comes toward the Upper Potomac, follow on his flank and on his inside track, shortening your line whilst he lengthens his. Fight him too when the opportunity offers. If he stays where he is, fret him, fret him and fret him.”

Hooker was upset by the constant directives from Lincoln and General Henry Halleck, the General in Chief of the Union Armies. Hooker complained to Lincoln in a letter which seemed to infer that he wanted Lincoln to remove Halleck from his position. On June 15th Lincoln responded:

“To remove all misunderstanding I now place you in the strict military relation to General Halleck of a commander of one of the armies to the general-in-chief of all of the armies. I have not intended differently, but as it seems to be differently understood I shall direct him to give you orders and for you to obey him.”

With that order Lincoln did something that he had not done in relation to the Army of the Potomac since the beginning of the war.  For the first time he enforced unity of command and stopped the commander of that army from directly appealing to him. Lee had tired of commanders such as McClellan and Hooker demanding absolute control of the Army and the war. This time it was Hooker that advocated having “one commander for all the troops whose operations which can have influence on General Lee’s operations.” Lincoln agreed and ensured that Hooker would not be that man.

Neither Lincoln nor Halleck agreed to give Hooker the authority that he demanded.  Lincoln insisted that Hooker obey the orders of Halleck, a man who Hooker despised. The final straw came on June 27th when Hooker demanded that the garrison of Harper’s Ferry be withdrawn and placed under his command. When this was refused he tendered his resignation as commander of the Army of the Potomac. Halleck forwarded that request to Lincoln and promptly sent an order via his Assistant Adjutant General, Colonel James Hardie relieving Hooker of command, simultaneously appointing Major General George Meade, commander of V Corps as the new commander of the army.

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By now the movements of Confederate forces deep into Maryland and Pennsylvania gave Lincoln and Halleck the information that they needed about Lee’s movements. Lee’s army was moving toward Harrisburg and the Susquehanna. On the day of Hooker’s relief Lee had no idea that the Union army had already crossed the Potomac, the absence of Stuart had left him blind.

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Major General George Meade 

To this point a number of issues important to those involved in planning campaigns became clear: Deception, commander’s intent and unity of command. Lee successfully used deception to prevent the Federals from discerning his purposes. That was balanced by his lack of clarity in communicating his intent to Stuart. Finally there was the principle of unity of command for the Union forces, something that had eluded Lincoln and his lieutenants throughout the first two years of the war.

All that said, I am going to leave you hanging for the night.

Peace

Padre Steve+


i. Sears, Stephen W. Gettysburg, Mariner Books, Houghton Mifflin Company, Boston and New York, 2003. P.106

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The Gettysburg Campaign: Lee Decides to Go on the Offensive

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I am preparing to lead a Staff Ride of our students to Gettysburg in early March. As part of my preparation I am doing a lot of study to refresh myself on both the campaign and the battle, not only as an operational study, but at the strategic level. This short essay deals with Lee’s decision to invade the North following his victory at Chancellorsville. I will follow it up with other articles the next talking about the Northern strategy at both the strategic and operational levels.

In early May 1863 General Robert E. Lee, commanding the Army of Northern Virginia realized that the Confederacy was in desperate straits. Despite numerous victories against heavy odds, Lee knew that time was running out. Though he had beaten the Army of the Potomac under General Joseph Hooker at Chancellorsville, he had not destroyed it and that Army, along with a smaller force commanded by General Dix in Hampton Roads still threatened Richmond.

The strategic situation was bad, even if many Confederate politicians realized it or cared in the post Chancellorsville euphoria. In the west the strategic river city of Vicksburg Mississippi was threatened by the Army of Union General Ulysses S Grant, and Naval forces under the command of Admiral David Farragut. If Vicksburg fell the Union would control the entire Mississippi and cut the Confederacy in two. Union forces also maintained a strong presence in the areas of the Virginia Tidewater and the coastal areas of the Carolinas, while in Tennessee a Union Army was stalemated, but still threatening Chattanooga, the gateway to the Deep South. The blockade of the United States Navy had crippled the already tenuous economy of the Confederacy.

Some Confederate leaders realized the danger presented by Grant in the West. Secretary of War James Seddon recognized the danger in the Winter of 1862-1863 both suggested to Lee that he detach significant units to relieve the pressure in the west and blunt Grant’s advance. Lee would have nothing of it, he argued that the war would be won in the East. It was his view that if Virginia was lost, so was the Confederacy, and was concerned that whatever units left behind should he dispatch troops from his Army west, would be unable to defend Richmond.

On May 14th Lee travelled by train to Richmond to meet with President Jefferson Davis and War Secretary James Seddon. At the meeting Lee argued for an offensive campaign in the east, to take the war to Pennsylvania. Lee had two goals three major goals, two which were directly related to the immediate military situation and one which went to the broader strategic situation. Unfortunately no notes from that conference are known to survive.

Lee had long believed that an offensive into the North was necessary, even before Chancellorsville. Lee did not believe that reinforcing the Confederate Armies in the West would provide any real relief, instead he believed that his Army, flush with victory needed to be reinforced and allowed to advance into Pennsylvania. Lee’s Chief of Staff Colonel Charles Marshall crafted a series of courses of action designed to present the invasion option as the only feasible alternative. Although both Seddon and Davis had reservations about the plan they agreed to it, unfortunately for all of them they never really settled the important goals of the campaign.

Lee believed that his offensive would relieve Grant’s pressure on Pemberton’s Army at Vicksburg. Likewise Lee believed that if he was successful in battle and defeated the Army of the Potomac in Pennsylvania that it could give the peace party in the North to bring pressure on the Lincoln Administration to end the war.  He also believed that if he could spend a summer campaign season in the North, living off of Union foodstuffs and shipping booty back to the Confederacy that it would give farmers in Northern Virginia a season to harvest crops unimpeded by major military operations.

However, the meeting evidently did not have all the results that Lee desired. Davis refused Lee reinforcements from the coastal Carolinas, and insisted on units being left to cover Richmond in case General Dix advanced on Richmond from Hampton Roads. Much of this was due to political pressure as well as the personal animus that existed between General D. H. Hill in the Carolinas towards Lee.

Likewise Lee’s decision revealed an unresolved issue in Confederate Grand Strategy. Many in the Confederacy realized that the only hope for success was to fight a defensive campaign that made Union victory so expensive that eventually Lincoln’s government would fall or be forced to negotiate.

However, Lee was convinced that ultimate victory could only be achieved by decisively defeating and destroying Federal military might. His letters are full of references to crush, defeat or destroy Union forces opposing him. His strategy of the offensive was demonstrated on numerous occasions in 1862 and early 1863, however it was unfeasible and counterproductive to Southern strategy. His offensive operations cost his Army dearly in the one commodity that the South could not replace, nor keep pace with its Northern adversary, his men.

When Lee fought defensive actions on ground of his choosing, like a Fredericksburg he was not only successful but husbanded his strength. However, when he went on the offensive in almost every case he lost between 15 and 22 percent of his strength, and the percentage of soldiers that he lost was always more than his Federal counterparts, even when his army inflicted greater aggregate casualties on his opponents. Lee recognized this as was evident in his correspondence but it did not deter his strategy of the offensive until after his defeat at Gettysburg.

The course of action was decided upon, but one has to ask if Lee’s decision was wise decision at a strategic point level, not simply the operational or tactical level where many Civil War students are comfortable. General Longstreet’s artillery commander, Colonel Porter Alexander described the appropriate strategy of the South well, he wrote:

“When the South entered upon war with a power so immensely her superior in men & money, & all the wealth of modern resources in machinery and the transportation appliances by land & sea, she could entertain but one single hope of final success. That was, that the desperation of her resistance would finally exact from her adversary such a price in blood & treasure as to exhaust the enthusiasm of its population for the objects of the war. We could not hope to conquer her. Our one chance was to wear her out.”  (Edward Porter Alexander, Fighting for the Confederacy: The Personal Recollections of General Edward Porter Alexander, ed. Gary W. Gallagher, University of North Carolina Press, Chapel Hill NC, 1989 p.415 

What Alexander describes is the same type of strategy successfully employed by Washington and his more able officers during the American Revolution, Wellington’s campaign on the Iberian Peninsula against Napoleon’s armies, and that of General Giap against the French and Americans in Vietnam. It was not a strategy that completely avoided offensive actions, but saved them for the right moment when victory could be obtained.

It is my belief that Lee erred in invading the North for the simple fact that the risks far outweighed the possible benefits. It was a long shot and Lee was a gambler, audacious possibly to a fault. His decision to go North also exhibited a certain amount of hubris as he did not believe that his army could be beaten, even when it was outnumbered.  Likewise he took the offensive in spite of the fact that many of his commanders were untested at the levels of command that they exercised. He had lost his right arm, General Stonewall Jackson, who died following being wounded at Gettysburg.

He knew from his previous battles the heavy casualties that even a victory over the Army of the Potomac would entail deep in Northern territory and the effect that a costly victory would have on his operations, but he still took the risk. That was short sighted and diametrically opposed to the strategy that the South needed to pursue in order to gain its independence. Of course some will disagree, but I am comfortable in my assertion that it was a mistake that greatly affected the Confederacy’s only real means of securing its independence, the breaking of the will of the Union by making victory so costly that it would not be worth the cost.

Peace

Padre Steve+

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