They Doubted His Engine — Until It Powered Every U.S. Submarine in the Pacific !
In 1941, the United States Navy faced a
crisis that most Americans never knew
about. It had nothing to do with
aircraft carriers or battleships. It had
nothing to do with codes or strategy or
diplomacy.
It had everything to do with a problem
buried deep inside a steel tube hundreds
of feet beneath the surface of the
Pacific Ocean. The submarines were
failing and the men inside them were
dying. Not always because of enemy fire,
but because of engines.
The story of how that crisis was solved
does not begin in a naval shipyard. It
does not begin in a laboratory in
Washington or a design office at
Electric Boat in Groton, Connecticut. It
begins in Wisconsin in a factory that
used to make weighing scales.
Fairbanks, Morse & Company was born in
1823 in St. Johnsbury, Vermont.
Thaddeus Fairbanks was an inventor with
a practical mind. He started by making
plows and stoves, but his real
breakthrough came in 1832 when he
patented the platform scale. A simple
lever-based device that could weigh a
loaded wagon without unloading it first.
It sounds ordinary today. In the 19th
century, it was a revolution.
Farmers, merchants, and shippers had
spent generations guessing at the weight
of their goods.
Fairbanks gave them precision.
The scales sold in their thousands, then
their tens of thousands, spreading
across the United States, into South
America, into Europe, and all the way to
Imperial China.
Fairbanks scales won 63 medals in
international competition.
For a time, the company was the most
recognized industrial manufacturer in
the entire United States.
A company employee named Charles Hosmer
Morse opened a branch office in Chicago
and began steering the business in new
directions.
He brought in Leonard Wheeler, a former
missionary from Wisconsin, who had
designed a particularly durable windmill
for pumping water, the Eclipse Windmill.
Wheeler had set up his operation in
Beloit, Wisconsin just after the Civil
War and within a generation half a
million Eclipse Windmills dotted the
American landscape from the Great Plains
to the Australian Outback.
When Morse formalized the partnership,
the firm became Fairbanks, Morse &
Company headquartered in Chicago and
manufacturing from Beloit.
The product catalog grew year by year.
Pumps, tractors, stationary engines,
generators, radios, and eventually
locomotives.
The Beloit factory was not a
single-purpose building.
It was a monument to industrial
flexibility.
But flexibility, it turned out, was
exactly what the United States Navy
would one day desperately need.
To understand why, you have to
understand the challenge facing American
submarines in the Pacific.
When Japan struck Pearl Harbor on
December the 7th, 1941, the United
States had a small but capable submarine
force.
The Navy's strategy immediately shifted.
With the battleship fleet crippled at
Pearl Harbor, with the concept of a
massive set piece gun battle suddenly
obsolete,
the submarine became the instrument of a
different kind of war,
a war of strangulation.
Japan was an island nation. It had no
oil of its own, no iron ore, no rubber.
Every ounce of the raw material that
kept its factories running and its army
fighting had to cross the Pacific on
merchant ships.
Sink those ships and Japan would slowly
strangle.
The plan was sound. The execution was
hampered by one enormous practical
problem. A submarine is not simply a
ship that travels underwater. It is a
diesel-electric machine that must
perform two entirely different tasks. On
the surface, it runs on diesel engines,
large, powerful combustion engines that
drive the propeller shafts and
simultaneously charge vast banks of
batteries.
Underwater, where the diesels cannot
breathe, it runs purely on those
batteries, powering electric motors in
near silence.
The diesel engines, therefore, are the
heart of everything. They are the source
of all stored energy, all offensive
range, all tactical endurance. If the
engines fail, the submarine cannot
charge its batteries. If the batteries
drain, the submarine cannot maneuver
underwater.
If the submarine cannot maneuver
underwater, it cannot survive.
The early Pacific patrols revealed the
problem in brutal fashion. American
fleet boats were conducting patrols of
60 to 75 days across the vast distances
of the Western Pacific, from Pearl
Harbor to the coast of Japan and back.
The Gato-class submarines that would
become the workhorses of this campaign
were designed with exactly this
endurance in mind.
They were large boats, 312 feet long,
equipped with showers, refrigerated food
stores, air conditioning, and bunks for
nearly the entire crew,
luxuries unheard of in the Royal Navy's
boats or the German U-boat fleet.
Admiral Charles Lockwood, commanding the
Pacific submarine force, understood that
if you wanted men to spend 75 days at
sea in a steel tube, uh you had to give
them a reason to function.
But none of that mattered if the engines
failed.
The Navy had relied primarily on Winton
and General Motors diesel engines for
its fleet submarines, along with
Cleveland diesel units.
These were conventional four-stroke
designs, known quantities, broadly
serviceable.
But as the building program accelerated
toward hundreds of submarines, the Navy
needed something more, something more
powerful per unit of volume, something
more compact, something that could fit
into the long, narrow pressure hull of a
fleet submarine without consuming space
desperately needed for torpedoes,
batteries, and crew berthing.
The answer, when it came, arrived from
an unexpected direction, from Germany,
and from a man who had been building
engines since the age of the Kaiser.
Hugo Junkers was a German engineer of
the old school, methodical, brilliant,
and possessed of a particular obsession
with the two-stroke combustion cycle.
He began his experimental work on diesel
engines as early as 1892 at a small
factory in Dessau, Germany.
His central insight was radical.
In a conventional diesel engine, each
cylinder has a single piston that moves
up and down inside a closed bore with a
cylinder head forming a sealed cap at
the top.
Combustion gases, heat, and mechanical
stress concentrate at that head, which
must absorb enormous punishment.
The head is also a source of
inefficiency, dissipating energy that
should be driving the crankshaft.
Junkers proposed eliminating the
cylinder head entirely. Instead of one
piston per cylinder, he used two.
They faced each other from opposite ends
of the same cylinder, moving toward each
other on the compression stroke and
being driven apart by the force of
combustion. There was no head at all.
The combustion chamber formed naturally
in the space between the two piston
crowns at the moment of closest
approach, a space that was pure
combustion with nowhere for heat to
escape except into the pistons
themselves, which could be cooled
through hollow cores.
To manage intake and exhaust without
valves, Junkers used ports cut directly
into the cylinder liner walls.
As the pistons separated, they uncovered
rows of intake and exhaust ports. A
supercharger blower pushed fresh air
through from one side while burned gases
exited from the other.
Because the two crankshafts were timed
so that the exhaust ports opened
slightly before the intake ports,
the system scavenged the cylinder of
spent gases with remarkable efficiency.
The result was an engine with two
crankshafts, one at the top of the
cylinder block and one at the bottom,
geared together to transfer their
combined power to a single output shaft.
It was tall and narrow in cross-section.
It was extraordinarily powerful for its
displacement. It produced almost no
wasted heat from cylinder heads because
there were no cylinder heads. And
because both crankshafts ran at exactly
the forces demanded by the firing
strokes, the engine was nearly perfectly
balanced. No excessive vibration,
smooth, quiet.
By the standards of marine engineering,
it was a revelation.
Junkers developed this concept into an
aircraft engine family known as the Jumo
204 and later the Jumo 205.
These powered early versions of the
Junkers Ju 86 bomber and the Dornier
flying boats that patrolled Germany's
maritime frontiers.
They were efficient, particularly at
altitude, but their power output was
limited compared to the liquid-cooled
gasoline engines that were coming to
dominate military aviation, the
Daimler-Benz 601 that powered the
Messerschmitt Bf 109, or the Rolls-Royce
Merlin that pulled Hurricanes and
Spitfires across the skies of Britain.
Hugo Junkers himself was gone by then.
The Nazi regime had seized his patents
and placed him under house arrest in
1933, and he died in 1935 stripped of
his factories and his work.
The Nazis continued building his engines
without him, but someone else had been
watching.
In the early 1930s,
engineers at Fairbanks, Morse in Beloit
obtained access to the Junkers design
through a licensing arrangement and
studied it with the same methodical
precision that had characterized
everything the company had done since
Thaddeus put his platform scales on the
market a century earlier.
They recognized immediately what Junkers
had understood.
This engine was not suited for aircraft.
Its height and its twin crankshaft
architecture made it awkward where
frontal area was everything.
But in a submarine, those same qualities
became virtues. A submarine hull is
essentially a long, narrow cylinder. The
opposed piston engine was also long and
narrow. Its height, which was a problem
in an aircraft installation, translated
perfectly into the vertical space
available in a submarine's engine room.
Its two crankshafts were simply geared
together at one end and the output taken
from a single shaft.
No wasted volume, no wasted heat,
no cylinder heads to crack or warp under
the stress of depth charge concussion.
By 1934, Fairbanks, Morse had their own
version of the opposed piston engine
running, the Model 38 in an
eight-cylinder variant designated the 38
A 8.
The bore was 8 in, the stroke was 10 in,
and in this configuration the engine
produced 1,200 horsepower at 720
revolutions per minute.
In December of that year, the United
States Navy ordered eight of these
engines,
four each for two Porpoise class
submarines, the USS Plunger and the USS
The relationship between Fairbanks Morse
and the Navy had begun.
Those early engines had problems.
The 38 A 8 design went through revisions
and redesigns through the late 1930s.
By 1938, the engineers in Beloit had
produced a refined variant designated
the 38 D 8 and 1/8, the D indicating the
design generation, the 8 and 1/8 the
bore diameter in inches, fractionally
widened from the original.
It was this engine that would become one
of the most significant pieces of
machinery in the Second World War. The
designation tells you the mechanics at a
glance.
Two crankshafts, upper and lower, no
cylinder heads,
a Roots type supercharger blower driven
by the upper crankshaft feeding
pressurized air into the intake manifold
at the top of the engine,
exhaust ports near the lower end of each
cylinder liner, intake ports near the
upper end,
two pistons per cylinder s- facing each
other connected by long connecting rods
to their respective crankshafts.
12 pistons in a six cylinder variant, 18
in a nine cylinder, 20 in a 10 cylinder.
The Navy's fleet submarines used nine
and 10 cylinder versions as main
propulsion engines.
A smaller auxiliary variant, the 38 E 5
and 1/4, served as backup power.
To install these engines in a submarine
hull, the Navy required one further
adaptation.
In the original design, both upper and
lower pistons could be removed from
their respective ends for maintenance.
But when engineers measured the engine
against the internal dimensions of the
Gato and Balao class hull frames, there
was a problem.
The engine was 4 in too tall to allow
the upper pistons to be serviced in
place.
The engineers at Beloit solved this by
shortening the upper connecting rods by
4 in
and reducing the block height above the
intake manifolds by the same amount.
The compromise was that removing an
upper piston became a more involved
procedure.
The Navy accepted the trade-off because
the alternative was no engine at all,
and the war was not waiting.
What the war was doing from December of
1941 onward was consuming engines at the
rate that no peacetime planning had
anticipated.
As the building program accelerated, 77
Gato class submarines, 120 Balao class
submarines and beyond,
the industrial capacity of existing
suppliers could not keep pace.
The Navy needed more engines, more
reliable engines, engines that could
handle the particular demands of Pacific
warfare.
The Balao class,
which began entering service in 1943,
was the boat that the Fairbanks Morse
engine was built to power.
The Balao was a deeper diving version of
the Gato with a pressure hull plated in
steel of greater yield strength that
pushed the test depth from 300 ft to 400
ft.
This mattered enormously in combat. A
depth charge, the primary anti-submarine
weapon used by Japanese destroyers
throughout the Pacific, detonates at a
specific depth. If the submarine could
dive below that depth, the blast force
dissipated before reaching the hull.
Every additional foot of test depth was
a margin of survivability.
The Fairbanks Morse engine proved
perfectly suited to this combat
environment.
Where conventional four-stroke diesels
were sensitive to the violent pressure
fluctuations caused by nearby depth
charge explosions, the opposed piston
design showed a remarkable resistance to
concussion damage.
Its lack of cylinder heads removed the
most vulnerable component in a
conventional diesel.
By 1943,
the Fairbanks Morse 38 D 8 and 1/8 had
become the standard main propulsion
engine for the Balao class submarine.
A typical Balao carried four main
engines. On the surface at full power,
all four operating together in a
diesel-electric arrangement, the engines
driving generators, the generators
powering electric motors. The boat could
make 17 knots.
This diesel-electric setup meant the
engines never drove the propeller shafts
directly.
The crew could regulate propulsion power
electronically, disconnect a damaged
engine without stopping the boat, and
run individual engines independently for
battery charging while others rested for
maintenance.
That last point mattered more than it
might seem.
In a German Type 7 U-boat running under
Karl Dönitz's Atlantic wolf pack
doctrine, the arrangement was simpler
but less flexible.
In an American fleet submarine running a
Pacific patrol, the ability to take one
engine offline for maintenance while
continuing to operate the others was
often the difference between completing
the patrol and aborting it.
The submarines powered by these engines
were rewriting the history of the
Pacific War in ways the public would not
fully understand until after it ended.
By 1943, with the Balao class entering
the fight in numbers,
the rate of merchants and kings
accelerated.
Japanese losses climbed above 3 million
tons that year.
In 1944, the figures became catastrophic
for Japan.
American submarines were sinking ships
faster than Japanese shipyards could
replace them.
Oil tankers that Japan depended upon to
move petroleum from the captured fields
of Borneo and Sumatra to the home
islands were being hunted down in the
South China Sea and the Luzon Strait.
The USS Flasher eventually claimed the
highest tonnage sunk by any single
American submarine during the entire
war.
Tang, on her patrols of 1944, sank 24
ships before a tragic accident ended her
run.
The Barb fired the only
submarine-launched rocket strike of the
war, hitting a Japanese railway train on
Karafuto Island.
These were the boats and the men that
the Fairbanks Morse engines were
enabling.
Without the reliability of those engines
across weeks of unbroken operations in
enemy waters, without the ability to
charge batteries every night and dive
before dawn, these patrols could not
have been sustained.
The Japanese merchant fleet experienced
this systematically.
The industrial capacity of the Japanese
home islands depended on a continuous
flow of raw materials, iron ore, coking
coal, bauxite, oil, rubber, and food.
As American submarine patrols closed off
one shipping route after another,
Japan's production indices began to
fall. Aluminum smelting dropped because
bauxite convoys were sunk. Steel output
dropped because iron ore convoys were
sunk.
Aircraft production dropped because both
dropped.
And perhaps most critically, oil stopped
flowing.
The Imperial Japanese Navy was
eventually forced to base its major
fleet units near the Borneo oil fields
rather than in home waters
because it could no longer guarantee
that oil tankers would survive the
voyage north.
Submarines had accomplished what no
surface force or air campaign alone
could have achieved.
After the war ended, Japanese military
and civilian leaders acknowledged this
explicitly.
They stated that the destruction of
their merchant shipping had been the
greatest single cause of Japan's defeat,
greater than the firebombing campaigns,
greater than the island-hopping advances
of MacArthur and Nimitz, greater than
the individual fleet engagements at
Leyte Gulf or the Philippine Sea.
The combined Gato, Balao, and Tench
classes destroyed 30% of the Imperial
Japanese Navy and 54% of all Japanese
merchant shipping.
The submarines had won the Pacific War
quietly, without ceremony, running on
diesel engines that nobody in the
civilian world had ever heard of,
built in a factory in Wisconsin that
used to make weighing scales.
The end of the war did not end the story
of the Fairbanks Morse engine.
As the United States demobilized and the
submarine force shrank from its wartime
peak, the 38 D 8 and 1/8 remained the
standard diesel for American
diesel-electric submarines through the
1950s.
When the Navy introduced the Tang class
submarines in the early part of that
decade with a new type of engine called
the pancake diesel, a radical flat
format design intended to save space,
the results were disappointing.
The pancake engines were innovative but
unreliable.
The Navy's solution was straightforward.
Remove them and install the wartime
Fairbanks Morse design that everyone
already knew.
The replacement was so complete that the
engine remained standard for American
diesel-powered submarines through the
early 1960s.
Then came the nuclear age. Hyman
Rickover's nuclear propulsion program,
which produced the USS Nautilus in 1955,
and fundamentally transformed how navies
thought about underwater warfare, made
the diesel-electric submarine largely
obsolete as a front-line combatant.
The Los Angeles class attack submarines,
the Seawolf class, and the Ohio class
ballistic missile submarines that formed
the backbone of America's nuclear
deterrent did not need diesel engines
for propulsion.
They ran on reactor heat, on steam
turbines, on electricity generated
without ever surfacing or burning a drop
of fuel.
But they needed diesel engines anyway
because a nuclear submarine cannot
afford to have its electrical systems
fail entirely.
If the reactor shuts down due to a
malfunction, an event submariners call a
scram, the crew needs emergency power
immediately.
Power to run the pumps that cool the
reactor,
power to maintain fire control, power
simply to survive.
The engineers who designed the first
generation of nuclear submarines
specified diesel generators as emergency
backup power, and they specified engines
they already knew and trusted.
A modified version of the 38 D 8 and 1/8
designated the 38 ND 8 and 1/8 became
the standard emergency diesel generator.
The same engine that powered Balao class
submarines hunting Japanese convoys in
1944 was sitting quietly in the engine
rooms of nuclear submarines throughout
the Cold War, waiting to be called upon.
That is not a coincidence. That is a
testament to the fundamental correctness
of the original design.
An opposed piston engine with no
cylinder heads, two crankshafts, and
ports cut directly into the cylinder
liner has fewer components than a
conventional engine of comparable power.
Fewer components means fewer points of
failure.
Fewer points of failure means the engine
either works or it does not.
And in the decades between 1938 and the
end of the Cold War, it overwhelmingly
worked.
The company's own specifications
eventually noted that the emergency
diesels were designed to start, build to
full power,
and come online in less than 10 seconds.
In an emergency aboard a nuclear
submarine, 10 seconds is the difference
between a manageable situation and a
catastrophe.
At the Beloit facility, production never
stopped. Through the Cold War, through
the various restructurings and corporate
reorganizations that split the old
Fairbanks-Morse Company into its
constituent businesses, the scales going
one way, the pumps going another, the
engine business eventually becoming
Fairbanks-Morse Defense, the engine kept
being built.
Not in the wartime volumes of a thousand
boats to be equipped, but in the steady
quantities that Navy and being requires.
Replacement assemblies, new
installations, updates to fuel injection
systems, dual fuel variants that could
operate on both diesel and natural gas,
finding their way into hospitals, uh
power plants, municipal water
facilities, and flood control pump
stations.
The wartime engines themselves, the ones
that powered USS Pampanito and USS Torsk
and USS Ling and USS Blueback and dozens
of their sister boats are now museum
pieces.
Visitors who walk through the engine
room of the Pampanito preserved in San
Francisco can see them. Massive, tall,
narrow machines occupying the space
between the keel and the pressure hull
overhead.
Their cylinder blocks smooth and gray,
the two crankshaft covers running the
length of each engine like paired
spines.
They are not the aerodynamic elegance of
a Spitfire's Merlin or the cunning of a
Caldwell variable pitch propeller hub.
They are blunt industrial objects,
enormously heavy, designed not to be
graceful, but to be dependable.
Dependable in the engine room of a
submarine under depth charge attack.
Dependable on the surface at night in
the Luzon Strait with Japanese
destroyers on the radar screen and the
batteries needing 20 more minutes to
reach full charge.
Dependable after 63 days at sea when the
oil is dirty and the crew is exhausted,
and there are still a thousand miles of
open ocean between them and home.
That kind of dependability is not
glamorous. It does not appear in metal
citations. It does not get photographed
by newsreel cameras. But in war, it is
the difference between a weapon and a
liability.
Hugo Junkers imagined the architecture
in Dessau.
Fairbanks-Morse translated it into iron
and steel in Beloit and made it
manufacturable.
The women of Wisconsin built them, one
engine every day, while the men were
overseas.
And the submariners of the Pacific took
them to the bottom of the sea, ran them
for 75 days at a stretch, and brought
Japan's empire of ocean to a grinding
halt.
The engine that everyone doubted, too
unusual, too German, too different from
what the Navy already knew,
powered nearly every American submarine
that mattered in the most consequential
naval campaign in modern history, and it
is still being built today in the same
city in Wisconsin by the descendants of
the company that used to make weighing
scales.
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