Balloons were one of the first mechanisms used in air warfare. Their role was originally mainly for reconnaissance purposes. They provided humans with the first available method of elevating themselves well over the battlefield to obtain the proverbial "birds-eye view." They were an early instrument of definitive intelligence collection, and were also particularly useful in the preparation of accurate battlefield maps, before which time this rudimentary craft had led to many a battlefield failure. Incendiary balloons also have a long history.
Kongming lanterns were used as military signalling. The lantern was invented in late Han dynasty, when the Han dynasty chancellor Zhuge Liang (Kongming) was surrounded by Wei dynasty General Sima Yi at Pinlo, Sichuan. Zhuge Liang used paper made "lanterns", or hot air balloons, to signal the rescue forces. The Kongming lantern become a common military signal in China, and it was inherited by the Mongolian troops, seen in the Battle of Legnica. Flying the Kongming lantern is now a civilian festival of memorizing chancellor Zhuge Liang in the Lantern Festival.
The first successfully flown balloons were made in France by the Montgolfier brothers in 1782-1783. They were rigid-style spheres made of cotton or silk stretched over a simple light wood frame resembling a large egg. These rigid balloons were held up over a fire so that the smoke billowed well into the cavity of the sphere. It was thought that the smoke made the balloons rise, but actually it was the hot air of the smoke that caused the elevating. The first decisive use of a balloon for aerial observation was performed by the French Aerostatic Corps using the aerostat l'Entreprenant ("The enterprising one") at the Battle of Fleurus in 1794. The following year, during the Siege of Mainz an observation balloon was employed again. However, the French military use of the balloon did not continue uninterrupted, as in 1799 Napoleon disbanded the French balloon corps.
In 1854, French aeronaut Eugène Godard performed several manned balloon demonstrations at the wedding of Austrian Emperor Franz Joseph I. The Emperor was so impressed that he drafted an agreement with the Godard stating that in the event of a war, he would build balloons, organize balloonists companies, and perform observation ascents for the Austrian military. However, in 1859 the French went to war against the Austrians, and Godard's observation balloons were used instead by French forces, contributing to a victory for Napoleon III over Franz Joseph. Godard's aerial reconnaissance balloons were again employed by the French in 1870 during the Franco-Prussian War and the Siege of Paris.
During the 1900 Boxer Rebellion in China, the French forces did bring a balloon with them, although there is no record of it ever having been deployed.
The first aggressive use of balloons in warfare took place in 1849.Austrian imperial forces besieging Venice attempted to float some 200 paper hot air balloons each carrying a 24-30-pound (11-14 kg) bomb that was to be dropped from the balloon with a time fuse over the besieged city. The balloons were launched mainly from land; however, some were also launched from the side-wheel steamer SMS Vulcano that acted as a balloon carrier. The Austrians used smaller pilot balloons to determine the correct fuse settings. At least one bomb fell in the city; however, due to the wind changing after launch, most of the balloons missed their target, and some drifted back over Austrian lines and the launching ship Vulcano.
With the outbreak of the American Civil War, President Abraham Lincoln did consider the possibility of an air-war mechanism. This had some of the top balloonists in the country vying for position as chief aeronaut of a would-be aeronautics division. The scientific community as well showed great support in influencing Washington to consider the use of balloons. Eventually it was Prof. Thaddeus S. C. Lowe who would be awarded the title Chief Aeronaut of the Union Army Balloon Corps.
The first major-scale use of balloons in the military occurred during the Civil War with the Union Army Balloon Corps established and organized by Prof. Thaddeus S. C. Lowe. Originally, the balloons were inflated with coal gas from municipal services and then walked out to the battlefield, an arduous and inefficient operation as the balloons had to be returned to the city every four days for re-inflation. Eventually hydrogen gas generators, a compact system of tanks and copper plumbing, were constructed which converted the combining of iron filings and sulfuric acid to hydrogen. The generators were easily transported with the uninflated balloons to the field on a standard buckboard. However, this method shortened the life of the balloons, because traces of the sulfuric acid often entered the balloons along with the hydrogen. In all, Lowe built seven balloons that were fit for military service.
The first application thought useful for balloons was map-making from aerial vantage points, thus Lowe's first assignment was with the Corps of Topographical Engineers. General Irvin McDowell, commander of the Army of the Potomac, realized their value in aerial reconnaissance and had Lowe, who at the time was using his personal balloon the Enterprise, called up to the First Battle of Bull Run. Lowe also worked as a Forward Artillery Observer (FAO) by directing artillery fire via flag signals. This enabled gunners on the ground to fire accurately at targets they could not see, a military first.
Lowe's first military balloon, the Eagle was ready by 1 October 1861. It was called into service immediately to be towed to Lewinsville, Virginia, without any gas generator which took longer to build. The trip began after inflation in Washington, D.C. and turned into a 12 mile (19 km), 12-hour excursion that was upended by a gale-force wind which ripped the aerostat from its netting and sent it sailing to the coast. Balloon activities were suspended until all balloons and gas generators were completed.
With his ability to inflate balloons from remote stations, Lowe, his new balloon the Washington and two gas generators were loaded onto a converted coal barge the George Washington Parke Custis. As he was towed down the Potomac, Lowe was able to ascend and observe the battlefield as it moved inward on the heavily forested peninsula. This would be the military's first claim of an aircraft carrier.
The Union Army Balloon Corps enjoyed more success in the battles of the Peninsula Campaign than the Army of the Potomac it sought to support. The general military attitude toward the use of balloons deteriorated, and by August 1863 the Balloon Corps was disbanded.
The Confederate Army also made use of balloons, but they were gravely hampered by supplies due to the embargoes. They were forced to fashion their balloons from colored silk dress-making material, and their use was limited by the infrequent supply of gas in Richmond, Virginia. The first balloon "pilot" in the Confederate "air force" was Edward Porter Alexander. By the summer of 1863, all balloon reconnaissance of the Civil War had ceased.
The first assignment for tethered military balloons was given to the Union Army's Corps of Topographical Engineers for mapmaking, and observation of enemy troops as early as 1850. Up until that point, maps were made from ground level perspectives and their innate inaccuracy led to many a battlefield failure. The aerial perspective ostensibly improved mapmaking, especially when combined with the use of photography.
General Irvin McDowell, commander of the Army of the Potomac, called on the balloon to perform aerial observations of enemy encampments and movements in the First Battle of Bull Run. With Lowe's techniques proven to the top commanders, he was eventually tasked to build seven balloons and a series of hydrogen gas generators to inflate them in the battlefield. Even though Thaddeus Lowe was Chief Aeronaut, his bitter rival John La Mountain is credited with having made the first aerial observations of intelligence value while stationed independently at Fortress Monroe.
The balloon, under flight direction of Prof. Lowe, was also used to direct artillery fire from an unseen location onto a Confederate encampment. The balloon, Eagle, was ascended with tether and telegraph from Fort Corcoran north of Falls Church, Virginia. (The use of a telegraph to a balloon was previously successfully tested by Lowe on June 18, 1861.) An artillery battery was located at the easterly Camp Advance. With a series of predetermined flag signals, Lowe directed fire onto the Rebel encampment until the shots were landing on target. This first-used concept was the predecessor to the Forward Artillery Observer (FAO) and revolutionized the use of artillery even to modern day.
Prof. Lowe was once approached by the young Graf Ferdinand von Zeppelin in 1863, who was at the time acting as a then-civilian observer for the Union Army, about possibly serving as an aerial observer with Lowe, but this was forbidden by Union military authorities during the Civil War years, due to von Zeppelin's then-civilian status. The future rigid airship pioneer was instead directed to the camp of John Steiner, a German aeronaut already in the United States, to get his first flight experience in a balloon, which von Zeppelin was able to do at a slightly later time while he still was in the US.
Balloons and generators were loaded onto the USS George Washington Parke Custis, a converted coal barge. The balloons were towed down the Potomac River and were able to ascend and make observations of the battle front as it moved toward Richmond. On November 11, 1861, Lowe made the first observations from a balloon based from a ship. This is the first ever recorded observation from an aerial station by water, essentially the first-ever aircraft carrier (balloon tender).
Lowe went on to make observations at Fair Oaks, Sharpsburg, Vicksburg and Fredericksburg before political ambush both from within the military and in Congress forced him to resign in April 1863 at which point he returned to the private sector. The Balloon Corps all but ceased to exist by August 1863.
The Confederates tried their hand at ballooning as well, more only to counter the balloons of the Federals. One type of balloon was a Montgolfier style of a rigid, cotton, "hot smoke" balloon. The attempts worked, but their handling techniques were poor at best and the balloon was easily lost and captured by the North.
Another style is referred to as the "silk dress balloon," aerostat envelopes made of multicolored dress making silk (not actually silk dresses) which, when gas was available, were used effectively over Richmond. Again, these were easily lost, destroyed or captured, and the lack of supply made it impossible to replace them. They were relieved when the Union Army had discontinued the use of balloons.
The Confederate Balloon Corps also made use of an aircraft carrier, the CSS Teaser. The Teaser transported and launched one of the Confederate balloons to several observation positions before being captured by the Union Navy in July 1862.
The idea of dropping ordnance on the enemy was not seriously considered, although there were mechanical drawings made up depicting bomb dropping devices that could be floated aloft by balloons. These depictions were paper theory at best designed by mechanical wizzes with no idea about aviation, in particular, balloons, and all that it takes to successfully launch gas-filled aerostats.
There were no practical types of grenades or bombs to use during the Civil War. Weight was a great factor in determining the size of balloons to be used and the amount of gas they needed to ascend. Carrying heavy ordnance and ungainly mechanisms in balloons would have been out of the question. With the newer, larger and more manageable aerostats, and smaller munitions, the use of bombs would make aerial warfare much more appealing in later days.
Between 1862-71 efforts by two Royal Engineers officers, were made to catch the attention of senior British officers to the potential use of balloons. In July 1863 experimental balloon ascents for reconnaissance purposes were conducted by the Royal Engineers on behalf of the British Army, but although the experiments were successful it was considered not worth pursuing further because it was too expensive. However, by 1878 a Balloon Equipment Store was established at Woolwich by the Royal Engineers. By this time the limitations imposed by the need to produce hydrogen in the field by some portable apparatus and finding a suitable material for the envelope of a war balloon had been resolved.
In 1888 a School of Ballooning was established at Chatham, Medway, Kent. It moved to Stanhope Lines, Aldershot in 1890 when a balloon section and depot were formed as permanent units of the Royal Engineers establishment.
Balloons were first deployed by the British Army during the expeditions to Bechuanaland and Suakin in 1885. They were also deployed during the Second Boer War (1899-1902), where they were used in artillery observation with the Kimberley column and during the Siege of Ladysmith.
On October 5, 1907, Colonel John Capper (late Royal Engineers) and team flew the military airship Nulli Secundus from Farnborough around St. Paul's Cathedral in London and back with a view to raising public interest.
World War I was the high point for the military use of observation balloons, which were extensively deployed by both sides. The British, despite their experience in late 1800s Africa, were behind developments and were still using spherical balloons. These were quickly replaced by versions, commonly referred to as kite balloons, which were flyable and could operate in more extreme weather conditions; at first the German Parseval-Siegsfeld type balloon, and then French Caquot type dirigible. By World War I, artillery had developed to the point where it was capable of engaging targets beyond the visual range of a ground-based observer. Positioning artillery observers on balloons, generally a few miles behind the front lines and at altitude, allowed them to see targets at greater range than they could on the ground. This allowed the artillery to take advantage of its increased range.
Because of their importance as observation platforms, balloons were defended by anti-aircraft guns, groups of machine guns for low altitude defence and patrolling fighter aircraft. Attacking a balloon was a risky venture but some pilots relished the challenge. The most successful were known as balloon busters, including such notables as Belgium's Willy Coppens, Germany's Friedrich Ritter von Röth, America's Frank Luke, and the Frenchmen Léon Bourjade, Michel Coiffard and Maurice Boyau. Many expert balloon busters were careful not to go below 1,000 feet (300 m) in order to avoid exposure to anti-aircraft guns and machine-guns.
World War I observation crews were the first to use parachutes, long before they were adopted by fixed wing aircrews. These were a primitive type, where the main part was in a bag suspended from the balloon, with the pilot only wearing a simple body harness around his waist, with lines from the harness attached to the main parachute in the bag. When the balloonist jumped, the main part of the parachute was pulled from the bag, with the shroud lines first, followed by the main canopy. This type of parachute was first adopted by the Germans and then later by the British and French for their observation balloon crews.
Observation balloons began to be used at sea for anti-submarine purposes towards the end of World War I.
The idiom "The balloon's going up!" as an expression for impending battle is derived from the very fact that an observation balloon's ascent likely signaled a preparatory bombardment for an offensive.
This section needs expansion. You can help by adding to it. (December 2010)
Japan used recently discovered high-altitude air currents to send fire balloons (or fu-go) carrying explosive payloads to the United States. About 300 made it across the Pacific, causing some property damage and at least six deaths. The US government called for a press blackout on all balloon incidents, fearing what might happen if the Japanese started using fu-go to deliver biological weapons.
Britain used free balloons in a number of ways including Operation Outward which launched nearly 100,000 small balloons to drop incendiaries on German occupied Europe or to trail wires to short out electrical distribution cables.
The Red Army of the Soviet Union used Observation Balloons for artillery spotting. 8 "Aeronautical Sections" existed and 19,985 observation flights were performed by balloonists of the Red Army during the war, clocking up 20,126 flight hours. 110 Soviet Observation Balloons were lost.
This section needs expansion. You can help by adding to it. (April 2013)
Balloons are used to gather intelligence and patrol above Israel's borders. What really makes the balloons stand out is their ability to remain in the sky for long periods of time. A balloon doesn't require constant refuelling like an aircraft does, and therefore is able to supply a constant source of intelligence on a target or a suspected area. If there's an area not visible from the ground, these surveillance balloons can reach a height and cover ground that may be difficult to detect from below.
This section needs expansion. You can help by adding to it. (March 2011)