戦争の始まり　大胆な作戦展開と連携 -第一次世界大戦時の地中海での戦争が始-

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The initial phase of the U-boat campaign in the Mediterranean comprised the actions by the Austro-Hungarian Navy's U-boat force against the French, who were blockading the Straits of Otranto. At the start of hostilities, the Austro-Hungarian Navy had seven U-boats in commission; five operational, two training; all were of the coastal type, with limited range and endurance, suitable for operation in the Adriatic. Nevertheless, they had a number of successes. On 21 December 1914 U-12 torpedoed the French battleship Jean Bart, causing her to retire, and on 27 April 1915 U-5 sank the French cruiser Léon Gambetta, with a heavy loss of life. But the Austro-Hungarian boats were unable to offer any interference to allied traffic in the Mediterranean beyond the Straits of Otranto.

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After the Kingdom of Italy entered the war on the Allied side in 1915, the strategy of the Allies was to blockade the Adriatic at the Otranto Straits and monitor the movements of the Austrian fleet. In general, this strategy was successful, but the Austrians attacked the barrage on several occasions sinking many vessels: on the night of the 26/27 April 1915 the Austrian submarine U-5, commanded by Lieutenant Georg von Trapp (of Sound of Music fame), sank the French cruiser Léon Gambetta. The Austrians and Germans were also able to send submarines out into the Mediterranean where they did some damage. Total Allied warship losses to Austrian and German submarines were: two battleships, two armored cruisers, five destroyers, and two submarines (in addition to many damaged navy ships and sunk freighters). The primary sea bases for the Austrian fleet in the Adriatic were Pola (in Istria) and Cattaro (in southern Dalmatia).

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The Kingdom of Italy during World War I had six dreadnought battleships (Dante Alighieri as a prototype, Giulio Cesare, Conte di Cavour and Leonardo da Vinci of the Conte di Cavour class, Andrea Doria and Caio Duilio of the Andrea Doria class). Giulio Cesare, Otranto 1915 During the war, both the Italian Royal Navy and the Austro-Hungarian Navy kept their most modern capital ships inside their bases (Pola and Kotor for the Austrian Fleet, Brindisi and Taranto for the Italian fleet), leaving mostly submarines, destroyers, torpedo boats and scout cruisers to do any fighting. The so-called Adriatic Campaign of World War I consisted mainly of relatively minor fights between light forces, such as the Battle of Durazzo and the Battle of the Otranto Straits, a few coastal bombardments (such as the Austro-Hungarian bombardment of Ancona and the Allied bombardment of Durazzo), wider-ranging German and Austro-Hungarian submarine warfare into the Adriatic and the Mediterranean, and Italian use of new weapons (mainly MAS and human torpedoes) that were successful in the sinking of three Austrian battleships.

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The U-boat Campaign from 1914 to 1918 was the World War I naval campaign fought by German U-boats against the trade routes of the Allies. It took place largely in the seas around the British Isles and in the Mediterranean. The German Empire relied on imports for food and domestic food production (especially fertilizer) and the United Kingdom relied heavily on imports to feed its population, and both required raw materials to supply their war industry; the powers aimed, therefore, to blockade one another. The British had the Royal Navy which was superior in numbers and could operate on most of the world's oceans because of the British Empire, whereas the Imperial German Navy surface fleet was mainly restricted to the German Bight, and used commerce raiders and unrestricted submarine warfare to operate elsewhere. In the course of events, German U-boats sank almost 5,000 ships with nearly 13 million gross register ton, losing 178 boats and about 5,000 men in combat.

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Throughout the summer, the Germans assembled a force of 4 boats at Cattaro for operations against commerce in the Mediterranean. The campaign got underway in October 1915, when U-33 and U-39, followed later by U-35, were ordered to attack the approaches to Salonika and Kavalla. That month, 18 ships were sunk, for a total of 63,848 tons. It was decided the same month that further reinforcements were called for, and a further large U-boat, U-38 sailed for Cattaro. Since Germany was not yet at war with Italy, even though Austria was, the German submarines were ordered to refrain from attacking Italian shipping in the eastern Mediterranean where the Italians might expect hostile action only from German submarines. When operating in the west, up to the line of Cape Matapan, the German U-boats flew the Austrian flag, and a sinking without warning policy was adopted, since large merchant ships could be attacked on the suspicion of being transports or auxiliary cruisers.

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A major uprising against the French took place in the south of Upper Senegal and Niger in 1915–16. The conflict remains little known because of wartime censorship. After the war, in 1919, the affected region was split off to form its own colony, Upper Volta (modern Burkina Faso). Main article: Senussi Campaign Britain declared war on the Ottoman Empire on 5 November 1914 and in the summer of 1915, Turkish envoys, including Nuri Bey, brother of Enver Pasha, and Jaafar Pasha, a Baghdadi Arab serving in the Turkish army, negotiated an agreement with the Grand Senussi, Sayyid Ahmed ash-Sharif, to attack the British in Egypt from the west, during the Ottoman offensive through Palestine against the Suez Canal. By late 1915, many of the British forces in Egypt had been sent to Gallipoli and Mesopotamia; western Egypt was garrisoned by the Egyptian coastguard. The Ottomans and Germans, delivered modern weaponry by submarine to the Senussi. German and Turkish officers were also transported by submarine and landed on 19 May 1915 to the west of Sollum and set up headquarters at Siwa.

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At the beginning of the 20th century, the Ottoman Empire had a reputation as the sick man of Europe. After the Balkan Wars of 1912 and 1913, the French, British and Germans had offered financial aid. In December 1913, the Germans sent a military mission to Constantinople, headed by General Otto Liman von Sanders. The geographical position of the Ottoman Empire meant that Russia, France and Britain had a significant interest in Ottoman neutrality. During the Sarajevo Crisis in 1914, German diplomats offered Turkey an anti-Russian alliance and territorial gains, when the pro-British faction in the Cabinet was isolated, due to the British ambassador's absence. On 30 July 1914, two days after the outbreak of the war in Europe, the Ottoman leaders, unaware that the British might enter a European war, agreed to a secret Ottoman-German Alliance against Russia, although it did not require them to undertake military action. On 2 August, the British requisitioned the modern battleships Sultân Osmân-ı Evvel and Reşadiye which British shipyards had been building for the Ottoman Navy, alienating pro-British elements. The German government offered SMS Goeben and SMS Breslau as replacements. In the Pursuit of Goeben and Breslau, the ships escaped when the Ottoman government opened the Dardanelles to them, despite international law requiring a neutral party to block military shipping. In September, the British naval mission to the Ottomans was recalled and Rear Admiral Wilhelm Souchon of the Imperial German Navy took command of the Ottoman navy. The German naval presence, and the success of the German armies, gave the pro-German faction in the Ottoman government enough influence to declare war on Russia. In October 1914, following an incident on 27 September, when the British Dardanelles squadron had seized an Ottoman torpedo boat, the German commander of the Dardanelles fortifications ordered the passage closed, adding to the impression that the Ottomans were pro-German. Hostilities began on 28 October, when the Ottoman fleet, including Goeben and Breslau (flying the Ottoman flag and renamed Yavûz Sultân Selîm and Midilli but still commanded by German officers and manned by German crews) conducted the Black Sea Raid. Odessa and Sevastopol were bombarded, and a Russian minelayer and gunboat were sunk. The Ottomans refused an Allied demand that they expel the German missions and on 31 October 1914, formally joined the Central Powers. Russia declared war on Turkey on 2 November and the British ambassador left Constantinople the next day.

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On 11 December, a British column sent to Duwwar Hussein, was attacked along the Matruh–Sollum track and in the Affair of Wadi Senba, drove the Senussi out of the wadi. The reconnaissance continued and on 13 December at Wadi Hasheifiat the British were attacked again and held up, until artillery came into action in the afternoon and forced the Senussi to retreat. The British returned to Matruh until 25 December and then made a night advance to surprise the Senussi. At the Affair of Wadi Majid, the Senussi were defeated but were able to withdraw to the west. Air reconnaissance found more Senussi encampments in the vicinity of Matruh at Halazin, which was attacked on 23 January, in the Affair of Halazin. The Senussi fell back skilfully and then attempted to envelop the British flanks. The British were pushed back on the flanks as the centre advanced and defeated the main body of Senussi, who were again able to withdraw.

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In 1914, the Central Powers began a peripheral strategy, which had antecedents in the concept of Weltpolitik, the thinking of the German navy in the 1900s, during the Anglo-German naval antagonism and in the writings of advocates of overseas empire. The possibility of encouraging revolutionary warfare among the enslaved peoples of the British, French and Russian empires (Muslims, Irish, Jews, Poles, the peoples of the Baltic littoral, Ukrainians, Georgians and eventually the Bolsheviks). The founding of a great German empire was not contemplated but military weakness in Europe, led to an attempt to turn colonial inferiority into a strength. On 20 August 1914, Moltke wrote to the Foreign Office, demanding Islamic revolutions in Morocco, Tunisia and Algeria. The means to bring about change in the non-European world were limited, with little expertise, few men and little equipment to spare from Europe and exiguous overland routes to the outside world. Moltke expected diplomats to create anti-imperialist armies, as the Foreign Office pursued a pan-Islamic strategy, using the Ottoman Empire and its army as the means. The Ottomans entered the war to escape from European domination, rather than as a German proxy and had imperial ambitions in North Africa, Central Asia and the Near East. In October 1914, Enver devised a war plan which included a Holy War and an invasion of Egypt. On 14 November Sheikh-ul-Islam declared holy war, called on all Muslims to fight the Entente and allied powers but not Italy and excluded Muslims under the rule of Germany or Austria-Hungary. The Sheikh urged the peoples of the European colonial empires to join in, a message which reached north, east and west Africa. On 5 August, Enver established the Teskilat-i Mahsusa (Special Organisation) to conduct propaganda, subversion, terrorism and sabotage, based on the precedent of the war in Libya against the Italians.

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Japan, an ally of Great Britain, sent a total of 14 destroyers to the Mediterranean starting in April 1917. The Japanese ships were very effective in patrol and anti-submarine activity (The Japanese Navy spent 72 percent of their time at sea compared with 60 percent by the British and about 45 percent by the French and Italian Navy). However, the Austro-Hungarian navy lost nine submarines during the war: five sunk by the Italian navy (U-10, U-12, U-16, U-20, U-23), one by Italian and French units (U-30), one by British units (U-3), none by the Japanese navy which converserly suffered 68 dead and heavy damage on the destroyer Sakaki, torpedoed by Austrian submarine U-27.

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Allied fleets also played a role in coercing the Greek government to join the Allies and later supply the campaigns in Palestine and Macedonia. Although Germany was able to gain control of the Black Sea and part of the Russian fleet after the collapse of the Russian Empire, they were never able to break out into the Aegean. The German–Turkish fleet tried in 1918, but hit a minefield; the Breslau was sunk and the Goeben almost followed that fate, but the captain was able to run the ship aground and beach it before capsizing. The Goeben was not repaired until after the war. Allied fleets occupied Constantinople briefly after the Armistice of Mudros, until the new Turkish Republic under Mustafa Kemal took back control of the city in 1923. Allied ships did continue to intervene in Russia after the war ended, bringing expeditionary forces and supplies via the Mediterranean to the White armies in southern Russia.

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However, the alliance did not automatically bring the Ottomans into the war as Germany had hoped. The literal wording of the treaty obligated Germany to oppose any foreign infringements on Ottoman territory (particularly by Russia) but only required that the Ottoman Empire assist Germany as per the latter's own terms with Austria-Hungary. Since Germany had proactively declared war on Russia several days before Austria-Hungary, the Ottoman Empire was not compelled to join the conflict. Grand Vizier Said Halim Pasha and Finance Minister Djavid Bey were opposed to Ottoman involvement in the war and viewed the alliance as a passive agreement. Other Ottoman officials were hesitant to rush into an armed conflict following the disastrous First Balkan War, especially considering the possibility that the Balkan states might attack the Empire should it become belligerent. Meanwhile, in the Mediterranean, the German battlecruiser SMS Goeben and the light cruiser SMS Breslau were cruising off of French Algeria. Admiral Wilhelm Souchon, the squadron's commander, had been holding his position in order to interfere with Entente troop convoys. He had received orders on 3 August that his ships should retreat to Ottoman waters, but chose to linger for one day and shell two ports. It had already been arranged on 1 August between the Germans and Enver that Souchon's squadron would be allowed safe passage. While coaling in Messina, Souchon received a telegram rescinding these orders, as other Ottoman officials now learning of Enver's deal objected to the plan. Despite the development, Souchon resolved to continue towards the Ottoman Empire, having concluded that an attempt to return to Germany would result in his ships' destruction at the hands of the British and the French and a withdrawal to the Austro-Hungarian coast would leave them trapped in the Adriatic Sea for the remainder of the war. With the Royal Navy in close pursuit, Souchon continued east, feinting a retreat towards Austria-Hungary in an attempt to confuse the British. To make the ruse more convincing, Austrian Admiral Anton Haus sortied south with a large fleet in a maneuver meant to appear like a rendezvous with Souchon. Once the latter reached Greek waters, the former returned to port. The Germans insisted that Haus follow Souchon to Istanbul so that his ships could support an anticipated campaign against the Russians in the Black Sea, but the Austrian admiral thought that the Ottoman capital would make for a poor base of operations and did not want to leave Austria-Hungary's coast undefended. Meanwhile, Souchon approached the Ottoman Empire, which still had not authorised his ships' entry to its waters. On 8 August, he decided to force the issue and dispatched a support vessel to Istanbul with a message for the German naval attaché to give to the Ottomans: he needed immediate passage through Dardanelles on the grounds of "military necessity" and was prepared to enter them "without formal approval." On the morning of 10 August, Souchon was given permission to enter the straits.

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Hampshire, named to commemorate the English county, was laid down by Armstrong Whitworth at their Elswick shipyard on 1 September 1902 and launched on 24 September 1903. She was completed on 15 July 1905 and was initially assigned to the 1st Cruiser Squadron of the Channel Fleet together with most of her sister ships. She began a refit at Portsmouth Royal Dockyard in December 1908 and was then assigned to the reserve Third Fleet in August 1909. She recommissioned in December 1911 for her assignment with the 6th Cruiser Squadron of the Mediterranean Fleet and was transferred to the China Station in 1912. When the war began, she was in Wei Hai Wei, and was assigned to the small squadron led by Vice Admiral Martyn Jerram, commander-in-chief of the China Station. She was ordered to destroy the German radio station at Yap together with the armoured cruiser Minotaur and the light cruiser Newcastle. En route the ships captured the collier SS Elspeth on 11 August and sank her; Hampshire was too short on coal by then to make the island so Jerram ordered her back to Hong Kong with the crew of the Elspeth. At the end of the month, she was ordered down to the Dutch East Indies to search for any German ships at sea, narrowly missing the German light cruiser Emden. The German ship had not been reported since the war began and she sailed into the Bay of Bengal and began preying upon unsuspecting British shipping beginning on 14 September.

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The British were well aware of the risk of U-boat traps to the Grand Fleet, although they had no means of knowing where these might lay. However Jellicoe had developed a tactical response to the problem (which, in the event, was never tested). Faced with a German fleet that turned away, he would assume a submarine trap, and decline to follow, but would move at high speed to the flank, before deploying or opening fire; the aim of this would be to fight the battle away from the ground chosen by his enemy, and forcing any U-boats present to surface if they intended to follow.

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Surprised, outnumbered and outgunned, three German light cruisers and one destroyer were sunk, three light cruisers were damaged, 712 sailors killed, 530 injured and 336 taken prisoner. The British only suffered casualties of 35 killed and 40 wounded, one light cruiser and three destroyers damaged. Despite the inequality of the fight, the battle was regarded as a great victory in Britain, where the returning ships were met by cheering crowds. Beatty was vaunted as a hero, although he had taken little part in the action or planning of the raid, which was led by Commodore Tyrwhitt and conceived by him and Keyes, who had persuaded the Admiralty to adopt it. The raid might have led to disaster had the additional forces under Beatty not been sent by Admiral John Jellicoe at the last minute. The German government and the Kaiser in particular, restricted the freedom of action of the German fleet, instructing it to avoid any contact with superior forces for several months thereafter. The battle took place less than a month after the British declaration of war against Germany on 5 August 1914. The war on land went badly for the French and their allies at the Battle of the Frontiers, the German invasion of France. British naval tactics had typically involved a close blockade of ports and this had been the British plan for war against Germany up to 1913. The Admiralty had realised that the advent of submarines armed with torpedoes and mines meant that operations involving capital ships near an opponent's ports would place them at great risk of surprise attack. Ships would be obliged to keep moving and return to port every few days to refuel. The German navy had expected that Britain would adopt its traditional approach and had invested in submarines and coast defences. The main body of the German navy—the High Seas Fleet (HSF)—was smaller than the British Grand Fleet stationed around home waters and could not expect victory in a fleet engagement. The HSF adopted a strategy of waiting in defended home ports for opportunities to attack the larger British force. The British adopted a strategy of distant blockade, patrolling the North Sea rather than waters close to Germany. If German ships sailed, they must either pass the 20 mi (17 nmi; 32 km)-wide Straits of Dover, defended by British submarines and mine barrages or the North Sea, where the Home Fleet was stationed at Scapa Flow in Orkney, defending the 200 mi (170 nmi; 320 km)-wide narrow point between Britain and Norway. The German ships were contained in an area where they could not attack Allied merchant shipping; to keep the HSF in harbour, the British made occasional forays with the Grand Fleet and patrolled with smaller cruiser and battlecruiser squadrons.

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Queen Elizabeth was called on to engage the inner defences, at first from the Aegean coast near Gaba Tepe, firing across the peninsula and later in the straits. On the night of 13 March, the cruiser HMS Amethyst led six minesweepers in an attempt to clear the mines. Four of the trawlers were hit and Amethyst was badly damaged with nineteen stokers killed from one hit. On 15 March, the Admiralty accepted a plan by Carden for another attack by daylight, with the minesweepers protected by the fleet. Carden was taken ill the same day and was replaced by Rear Admiral John de Robeck. A gunnery officer noted in his diary that de Robeck had already expressed misgivings about silencing the Ottoman guns by naval bombardment and that this view was widely held on board the ship. The event that decided the battle took place on the night of 18 March when the Ottoman minelayer Nusret laid a line of mines in front of the Kephez minefield, across the head of Eren Köy Bay, a wide bay along the Asian shore just inside the entrance to the straits. The Ottomans had noticed the British ships turned to starboard into the bay when withdrawing. The new row of 20 mines ran parallel to the shore, were moored at fifteen m (49.2 ft) and spaced about 100 yd (91 m) apart. The clear water meant that the mines could have been seen through the water by reconnaissance aircraft. The British plan for 18 March was to silence the defences guarding the first five minefields, which would be cleared overnight by the minesweepers. The next day the remaining defences around the Narrows would be defeated and the last five minefields would be cleared. The operation went ahead with the British and French ignorant of the recent additions to the Ottoman minefields. The battleships were arranged in three lines, two British and one French, with supporting ships on the flanks and two ships in reserve. The first British line opened fire from Eren Köy Bay around 11:00. Shortly after noon, de Robeck ordered the French line to pass through and close on the Narrows forts. The Ottoman fire began to take its toll with Gaulois, Suffren, Agamemnon and Inflexible suffering hits. While the naval fire had not destroyed the Ottoman batteries, it had succeeded in temporarily reducing their fire. By 13:25, the Ottoman defences were mostly silent so de Robeck decided to withdraw the French line and bring forward the second British line as well as Swiftsure and Majestic.

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At the beginning of this period the British Merchant Marine had a shipping fleet totaling of 21 million GRT. In six months of unrestricted submarine warfare U-boats sank ¾ million tons of Allied shipping, scarcely denting the British merchant fleet; Whilst new building, and additions from ships seized, had more than made up this loss. On the other hand, serious offence had been given to neutrals such as Norway and the Netherlands, and brought the United States to the brink of war. This failure, and the various restrictions imposed on the U-boat Arm in the Atlantic area largely brought the campaign there to a halt, although it continued with little hindrance in the Mediterranean and elsewhere, where there was less likelihood of offending neutrals.

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Germany could not possibly deal with British naval strength on an even basis, and the only possible way Germany could impose a blockade on Britain was through the U-boat. The German Chancellor, Theobald von Bethmann Hollweg, felt that such a submarine blockade, based on "shoot without warning", would antagonise the United States and other neutrals. However, he was unable to hold back the pressures for taking such a step. In response to the British declaration in November 1914 that the entire North Sea was now a war zone, on 4 February 1915 Admiral Hugo von Pohl, commander of the German High Seas Fleet, published a warning in the Deutscher Reichsanzeiger (Imperial German Gazette):

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European imperialist and colonialist powers had apprehensions about Jihad before 1914; Clemenceau had predicted it in 1912, if war broke out between the Great Powers. In August 1914, Charles Lutaud, the Governor of Algeria expected a rebellion and on 5 November, tried to forestall the Ottoman call to arms, by presenting the Ottomans as German puppets. The French were assisted by Royal Navy code breaking, to anticipate landings from German U-boats and negate the intriguing of the Central Powers. French prestige after the Moroccan Crises, reduced the likelihood of attempts to overthrow the colonial regime and German prisoners of war, were used as forced labour in Morocco and Algeria, to display French military prowess. Most of the French regular troops were sent to France in 1914 and replaced by Territorial troops in Morocco but on the frontier of Algeria and Libya, Senussi operations against the Italian army led the French to allow the garrisons of Ghadames and Ghat to retreat into Algeria and then be rearmed to re-capture Ghadames in January 1915, as part of the French policy of drawing Italy into the war.

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In August 1914, a flotilla of ten U-boats sailed from their base in Heligoland to attack Royal Navy warships in the North Sea in the first submarine war patrol in history. Their aim was to sink capital ships of the British Grand Fleet, and so reduce the Grand Fleet's numerical superiority over the German High Seas Fleet. The first sortie was not a success. Only one attack was carried out, when SM U-15 fired a torpedo (which missed) at HMS Monarch. Two of the ten U-boats were lost.

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