Battle of Leyte Gulf - Background

Background

The campaigns of August 1942 to early 1944 had driven Japanese forces from many of their island bases in the south and central Pacific Ocean, while isolating many of their other bases (most notably in the Solomon Islands, Bismarck Archipelago, Admiralty Islands, New Guinea, Marshall Islands, and Wake Island), and in June 1944, a series of American amphibious landings supported by the US 5th Fleet's Fast Carrier Task Force captured most of the Mariana Islands (bypassing Rota). This offensive breached Japan's strategic inner defense ring and gave the Americans a base from which long-range Boeing B-29 Superfortress bombers could attack the Japanese home islands. The Japanese counterattacked in the Battle of the Philippine Sea. The US Navy destroyed three Japanese aircraft carriers (and damaged other ships) and approximately 600 Japanese aircraft, leaving the IJN with virtually no carrier-borne airpower or experienced pilots.

For subsequent operations, Admiral Ernest J. King and other members of the Joint Chiefs of Staff favored blockading Japanese forces in the Philippines and attacking Formosa (Taiwan) to give the Americans and Australians control of the sea routes between Japan and southern Asia. US Army General Douglas MacArthur championed an invasion of the Philippines, which also lay across the supply lines to Japan. Leaving the Philippines in Japanese hands would be a blow to American prestige and a personal affront to MacArthur, who in 1942 had famously pronounced, "I shall return."

The considerable air power the Japanese had amassed in the Philippines was thought too dangerous to bypass by many high-ranking officers outside the Joint Chiefs of Staff, including Admiral Chester Nimitz. However, Nimitz and MacArthur initially had opposing plans, with Nimitz's plan centered on an invasion of Formosa, since that could also cut the supply lines to Southeast Asia. Formosa could also serve as a base for an invasion of mainland China, which MacArthur felt was unnecessary. A meeting between MacArthur, Nimitz, and President Roosevelt helped confirm the Philippines as a strategic target, but had less to do with the final decision to invade the Philippines than is sometimes claimed. Nimitz eventually changed his mind and agreed to MacArthur's plan.

It was also estimated that an invasion of Formosa would require about 12 divisions of US Army soldiers and Marines. This was more land power than the Americans could muster in the whole Pacific Ocean area at that time, and the entire Australian Army was engaged in the Solomon Islands, on New Guinea, in the Dutch East Indies, and on various other Pacific islands. The invasion of Formosa would require much larger ground forces than were available in the Pacific in late 1944, and would not have been feasible until the defeat of Germany freed the necessary manpower.

It was eventually decided that MacArthur's forces would invade the island of Leyte in the central Philippines. Amphibious forces and close naval support would be provided by the 7th Fleet, commanded by Vice Admiral Thomas C. Kinkaid. The 7th Fleet at this time contained units of the US Navy, the Royal Australian Navy, including the County-class heavy cruisers HMAS Shropshire and Australia, and the destroyer Arunta, and possibly a few warships from New Zealand and/or the Netherlands.

The US 3rd Fleet—commanded by Admiral William F. Halsey, Jr., with Task Force 38 (TF 38, the Fast Carrier Task Force, commanded by Vice Admiral Marc Mitscher) as its main component—would provide more distant cover and support for the invasion. A fundamental defect in this plan was there would be no single American naval admiral in overall command. Kinkaid and his 7th Fleet fell under MacArthur as Supreme Allied Commander Southwest Pacific, whereas Halsey's 3rd Fleet reported to Nimitz as C-in-C Pacific Ocean Areas. This lack of a unified command, along with failures in communication, was to produce a crisis, and very nearly a strategic disaster, for the American forces.

By coincidence, the Japanese plan, using three separate fleets, also lacked an overall commander. The American options were apparent to the IJN. Combined Fleet Chief Soemu Toyoda prepared four "victory" plans: Shō-Gō 1 (捷1号作戦 Shō ichigō sakusen) was a major naval operation in the Philippines, while Shō-Gō 2, Shō-Gō 3 and Shō-Gō 4 were responses to attacks on Formosa, the Ryukyu and Kurile Islands, respectively. The plans were for complex offensive operations committing nearly all available forces to a decisive battle, despite this substantially depleting Japan's slender reserves of fuel oil.

On 12 October 1944, the US 3rd Fleet under Admiral Halsey began a series of carrier raids against Formosa and the Ryukyu Islands, with a view to ensuring the aircraft based there could not intervene in the Leyte landings. The Japanese command therefore put Shō-Gō 2 into action, launching waves of air attacks against 3rd Fleet's carriers. In what Morison refers to as a "knock-down, drag-out fight between carrier-based and land-based air", the Japanese were routed, losing 600 aircraft in three days, almost their entire air strength in the region. Following the American invasion of the Philippines, the Japanese Navy made the transition to Shō-Gō 1.

Shō-Gō 1 called for Vice-Admiral Jisaburō Ozawa's ships—known as the "Northern Force"—to lure the main American covering forces away from Leyte. Northern Force would be built around several aircraft carriers, but these would have very few aircraft or trained aircrew. The carriers would serve as the main bait. As the US covering forces were lured away, two other surface forces would advance on Leyte from the west. The "Southern Force" under Vice Admirals Shoji Nishimura and Kiyohide Shima would strike at the landing area via Surigao Strait. The "Center Force" under Vice Admiral Takeo Kurita—by far the most powerful of the attacking forces—would pass through San Bernardino Strait into the Philippine Sea, turn southwards, and then also attack the landing area.

This plan was likely to result in the destruction of one or more of the attacking forces, but Toyoda later explained this to his American interrogators as follows:

Should we lose in the Philippines operations, even though the fleet should be left, the shipping lane to the south would be completely cut off so that the fleet, if it should come back to Japanese waters, could not obtain its fuel supply. If it should remain in southern waters, it could not receive supplies of ammunition and arms. There would be no sense in saving the fleet at the expense of the loss of the Philippines.

—United States Strategic Bombing Survey (Pacific) – 'Interrogations of Japanese Officials'

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