The battlecruiser, or battle cruiser, was a type of capital ship of the first half of the 20th century. They were similar in displacement, armament and cost to battleships, but differed slightly in form and balance of attributes. Battlecruisers typically had slightly thinner armour and a lighter main gun battery than contemporary battleships, installed on a longer hull with much higher engine power in order to attain greater speeds. The first battlecruisers were designed in the United Kingdom in the first decade of the century, as a development of the armoured cruiser, at the same time as the dreadnought succeeded the pre-dreadnought battleship. The goal of the design was to outrun any ship with similar armament, and chase down any ship with lesser armament; they were intended to hunt down slower, older armoured cruisers and destroy them with heavy gunfire while avoiding combat with the more powerful but slower battleships. However, as more and more battlecruisers were built, they were increasingly used alongside the better-protected battleships.
Battlecruisers served in the navies of the UK, Germany, the Ottoman Empire, Australia and Japan during World War I, most notably at the Battle of the Falkland Islands and in the several raids and skirmishes in the North Sea which culminated in a pitched fleet battle, the Battle of Jutland. British battlecruisers in particular suffered heavy losses at Jutland, where their crews poor fire safety and ammunition handling practices left them vulnerable to catastrophic magazine explosions following hits to their main turrets from large-calibre shells. This dismal showing led to a persistent general belief that battlecruisers were too thinly armoured to function successfully. By the end of the war, capital ship design had developed, with battleships becoming faster and battlecruisers becoming more heavily armoured, blurring the distinction between a battlecruiser and a fast battleship. The Washington Naval Treaty, which limited capital ship construction from 1922 onwards, treated battleships and battlecruisers identically, and the new generation of battlecruisers planned was scrapped under the terms of the treaty.
Improvements in armor design and propulsion created the 1930s "fast battleship" with the speed of a battlecruiser and armor of a battleship, making the battlecruiser in the traditional sense effectively an obsolete concept. Thus from the 1930s on, only the Royal Navy continued to use "battlecruiser" as a classification for the World War I–era capital ships that remained in the fleet; while Japans battlecruisers remained in service, they had been significantly reconstructed and were re-rated as full-fledged fast battleships.[Note 1]
Battlecruisers were put into action again during World War II, and only one survived to the end. There was also renewed interest in large "cruiser-killer" type warships, but few were ever begun, as construction of battleships and battlecruisers was curtailed in favor of more-needed convoy escorts, aircraft carriers, and cargo ships. In the post–Cold War era, the Soviet Kirov class of large guided missile cruisers have also been termed "battlecruisers".
The battlecruiser was developed by the Royal Navy in the first years of the 20th century as an evolution of the armoured cruiser.
The first armoured cruisers had been built in the 1870s, as an attempt to give armour protection to ships fulfilling the typical cruiser roles of patrol, trade protection and power projection. However, the results were rarely satisfactory, as the weight of armour required for any meaningful protection usually meant that the ship became almost as slow as a battleship. As a result, navies preferred to build protected cruisers with an armoured deck protecting their engines, or simply no armour at all.
In the 1890s, technology began to change this balance. New Krupp steel armour meant that it was now possible to give a cruiser side armour which would protect it against the quick-firing guns of enemy battleships and cruisers alike. In 1896–97 France and Russia, who were regarded as likely allies in the event of war, started to build large, fast armoured cruisers taking advantage of this. In the event of a war between Britain and France or Russia, or both, these cruisers threatened to cause serious difficulties for the British Empires worldwide trade.
Britain, which had concluded in 1892 that it needed twice as many cruisers as any potential enemy to adequately protect its empires sea lanes, responded to the perceived threat by laying down its own large armoured cruisers. Between 1899 and 1905, it completed or laid down seven classes of this type, a total of 35 ships. This building program, in turn, prompted the French and Russians to increase their own construction. The Imperial German Navy began to build large armoured cruisers for use on their overseas stations, laying down eight between 1897 and 1906.
The cost of this cruiser arms race was significant. In the period 1889–1896, the Royal Navy spent £7.3 million on new large cruisers. From 1897 to 1904, it spent £26.9 million. Many armoured cruisers of the new kind were just as large and expensive as the equivalent battleship.
The increasing size and power of the armoured cruiser led to suggestions in British naval circles that cruisers should displace battleships entirely. The battleships main advantage was its 12-inch heavy guns, and heavier armour designed to protect from shells of similar size. However, for a few years after 1900 it seemed that those advantages were of little practical value. The torpedo now had a range of 2,000 yards, and it seemed unlikely that a battleship would engage within torpedo range. However, at ranges of more than 2,000 yards it became increasingly unlikely that the heavy guns of a battleship would score any hits, as the heavy guns relied on primitive aiming techniques. The secondary batteries of 6-inch quick-firing guns, firing more plentiful shells, were more likely to hit the enemy. As naval expert Fred T. Jane wrote in June 1902,
In 1904, Admiral John "Jacky" Fisher became First Sea Lord, the senior officer of the Royal Navy. He had for some time thought about the development of a new fast armoured ship. He was very fond of the "second-class battleship" Renown, a faster, more lightly armoured battleship. As early as 1901, there is confusion in Fishers writing about whether he saw the battleship or the cruiser as the model for future developments. This did not stop him from commissioning designs from naval architect W. H. Gard for an armoured cruiser with the heaviest possible armament for use with the fleet. The design Gard submitted was for a ship between 14,000–15,000 long tons (14,000–15,000 t), capable of 25 knots (46 km/h; 29 mph), armed with four 9.2-inch and twelve 7.5-inch (190 mm) guns in twin gun turrets and protected with six inches of armour along her belt and 9.2-inch turrets, 4 inches (102 mm) on her 7.5-inch turrets, 10 inches on her conning tower and up to 2.5 inches (64 mm) on her decks. However, mainstream British naval thinking between 1902 and 1904 was clearly in favour of heavily armoured battleships, rather than the fast ships that Fisher favoured.
The Battle of Tsushima proved conclusively the effectiveness of heavy guns over intermediate ones and the need for a uniform main caliber on a ship for fire control. Even before this, the Royal Navy had begun to consider a shift away from the mixed-calibre armament of the 1890s pre-dreadnought to an "all-big-gun" design, and preliminary designs circulated for battleships with all 12-inch or all 10-inch guns and armoured cruisers with all 9.2-inch guns. In late 1904, not long after the Royal Navy had decided to use 12-inch guns for its next generation of battleships because of their superior performance at long range, Fisher began to argue that big-gun cruisers could replace battleships altogether. The continuing improvement of the torpedo meant that submarines and destroyers would be able to destroy battleships; this in Fishers view heralded the end of the battleship or at least compromised the validity of heavy armour protection. Nevertheless, armoured cruisers would remain vital for commerce protection.
Fishers views were very controversial within the Royal Navy, and even given his position as First Sea Lord, he was not in a position to insist on his own approach. Thus he assembled a "Committee on Designs", consisting of a mixture of civilian and naval experts, to determine the approach to both battleship and armoured cruiser construction in the future. While the stated purpose of the committee was to investigate and report on future requirements of ships, Fisher and his associates had already made key decisions. The terms of reference for the committee were for a battleship capable of 21 knots (39 km/h; 24 mph) with 12-inch guns and no intermediate calibres, capable of docking in existing drydocks; and a cruiser capable of 25.5 knots (47.2 km/h; 29.3 mph), also with 12-inch guns and no intermediate armament, armoured like Minotaur, the most recent armoured cruiser, and also capable of using existing docks.
Under the Selborne plan of 1902, the Royal Navy intended to start three new battleships and four armoured cruisers each year. However, in late 1904 it became clear that the 1905–1906 programme would have to be considerably smaller, because of lower than expected tax revenue and the need to buy out two Chilean battleships under construction in British yards, lest they be purchased by the Russians for use against the Japanese, Britains ally. These economies meant that the 1905–1906 programme consisted only of one battleship, but three armoured cruisers. The battleship became the revolutionary battleship Dreadnought, and the cruisers became the three ships of the Invincible class. Fisher later claimed, however, that he had argued during the committee for the cancellation of the remaining battleship.
The construction of the new class was begun in 1906 and completed in 1908, delayed perhaps to allow their designers to learn from any problems with Dreadnought. The ships fulfilled the design requirement quite closely. On a displacement similar to Dreadnought, the Invincibles were 40 feet (12.2 m) longer to accommodate additional boilers and more powerful turbines to propel them at 25 knots (46 km/h; 29 mph). Moreover, the new ships could maintain this speed for days, whereas pre-dreadnought battleships could not generally do so for more than an hour. Armed with eight 12-inch Mk X guns, compared to ten on Dreadnought, they had 6–7 inches (152–178 mm) of armour protecting the hull and the gun turrets. (Dreadnoughts armour, by comparison, was 11–12 inches (279–305 mm) at its thickest.) The class had a very marked increase in speed, displacement and firepower compared to the most recent armoured cruisers but no more armour.
While the Invincibles were to fill the same role as the armoured cruisers they succeeded, they were expected to do so more effectively. Specifically their roles were:
Confusion about how to refer to these new battleship-size armoured cruisers set in almost immediately. Even in late 1905, before work was begun on the Invincibles, a Royal Navy memorandum refers to "large armoured ships" meaning both battleships and large cruisers. In October 1906, the Admiralty began to classify all post-Dreadnought battleships and armoured cruisers as "capital ships", while Fisher used the term "dreadnought" to refer either to his new battleships or the battleships and armoured cruisers together. At the same time, the Invincible class themselves were referred to as "cruiser-battleships", "dreadnought cruisers"; the term "battlecruiser" was first used by Fisher in 1908. Finally, on 24 November 1911, Admiralty Weekly Order No. 351 laid down that "All cruisers of the “Invincible” and later types are for the future to be described and classified as “battle cruisers” to distinguish them from the armoured cruisers of earlier date."
Along with questions over the new ships nomenclature came uncertainty about their actual role due to their lack of protection. If they were primarily to act as scouts for the battle fleet and hunter-killers of enemy cruisers and commerce raiders, then the seven inches of belt armour with which they had been equipped would be adequate. If, on the other hand, they were expected to reinforce a battle line of dreadnoughts with their own heavy guns, they were too thin-skinned to be safe from an enemys heavy guns. The Invincibles were essentially extremely large, heavily armed, fast armoured cruisers. However, the viability of the armoured cruiser was already in doubt. A cruiser that could have worked with the Fleet might have been a more viable option for taking over that role.
Because of the Invincibles size and armament, naval authorities considered them capital ships almost from their inception—an assumption that might have been inevitable. Complicating matters further was that many naval authorities, including Lord Fisher, had made overoptimistic assessments from the Battle of Tsushima in 1905 about the armoured cruisers ability to survive in a battle line against enemy capital ships due to their superior speed. These assumptions had been made without taking into account the Russian Baltic Fleets inefficiency and tactical ineptitude. By the time the term "battlecruiser" had been given to the Invincibles, the idea of their parity with battleships had been fixed in many peoples minds.
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