Operation Felix
Encyclopedia
Operation Felix was the codename for a proposed German
Nazi Germany
Nazi Germany , also known as the Third Reich , but officially called German Reich from 1933 to 1943 and Greater German Reich from 26 June 1943 onward, is the name commonly used to refer to the state of Germany from 1933 to 1945, when it was a totalitarian dictatorship ruled by...

 seizure of Gibraltar
Gibraltar
Gibraltar is a British overseas territory located on the southern end of the Iberian Peninsula at the entrance of the Mediterranean. A peninsula with an area of , it has a northern border with Andalusia, Spain. The Rock of Gibraltar is the major landmark of the region...

 during World War II
World War II
World War II, or the Second World War , was a global conflict lasting from 1939 to 1945, involving most of the world's nations—including all of the great powers—eventually forming two opposing military alliances: the Allies and the Axis...

. It never got beyond the staff study stage, even though planning continued into 1944, primarily because of Francisco Franco
Francisco Franco
Francisco Franco y Bahamonde was a Spanish general, dictator and head of state of Spain from October 1936 , and de facto regent of the nominally restored Kingdom of Spain from 1947 until his death in November, 1975...

's reluctance to commit Spain
Spain
Spain , officially the Kingdom of Spain languages]] under the European Charter for Regional or Minority Languages. In each of these, Spain's official name is as follows:;;;;;;), is a country and member state of the European Union located in southwestern Europe on the Iberian Peninsula...

 to enter the war on the Axis
Axis Powers
The Axis powers , also known as the Axis alliance, Axis nations, Axis countries, or just the Axis, was an alignment of great powers during the mid-20th century that fought World War II against the Allies. It began in 1936 with treaties of friendship between Germany and Italy and between Germany and...

 side.

Background

Following the fall of France to Germany in June 1940, Hermann Göring
Hermann Göring
Hermann Wilhelm Göring, was a German politician, military leader, and a leading member of the Nazi Party. He was a veteran of World War I as an ace fighter pilot, and a recipient of the coveted Pour le Mérite, also known as "The Blue Max"...

 advised Adolf Hitler
Adolf Hitler
Adolf Hitler was an Austrian-born German politician and the leader of the National Socialist German Workers Party , commonly referred to as the Nazi Party). He was Chancellor of Germany from 1933 to 1945, and head of state from 1934 to 1945...

 to occupy Spain
Spain
Spain , officially the Kingdom of Spain languages]] under the European Charter for Regional or Minority Languages. In each of these, Spain's official name is as follows:;;;;;;), is a country and member state of the European Union located in southwestern Europe on the Iberian Peninsula...

 and North Africa
North Africa
North Africa or Northern Africa is the northernmost region of the African continent, linked by the Sahara to Sub-Saharan Africa. Geopolitically, the United Nations definition of Northern Africa includes eight countries or territories; Algeria, Egypt, Libya, Morocco, South Sudan, Sudan, Tunisia, and...

 rather than invade Britain. As early as June 1940, before the armistice with France
Armistice with France (Second Compiègne)
The Second Armistice at Compiègne was signed at 18:50 on 22 June 1940 near Compiègne, in the department of Oise, between Nazi Germany and France...

 had been signed, General Heinz Guderian
Heinz Guderian
Heinz Wilhelm Guderian was a German general during World War II. He was a pioneer in the development of armored warfare, and was the leading proponent of tanks and mechanization in the Wehrmacht . Germany's panzer forces were raised and organized under his direction as Chief of Mobile Forces...

 also argued for seizing Britain's strategically important naval base of Gibraltar. Guderian even urged Hitler to postpone the armistice so that he could rush on through Spain with two Panzer
Panzer
A Panzer is a German language word that, when used as a noun, means "tank". When it is used as an adjective, it means either tank or "armoured" .- Etymology :...

 divisions, take Gibraltar, and then invade French North Africa. General Alfred Jodl
Alfred Jodl
Alfred Josef Ferdinand Jodl was a German military commander, attaining the position of Chief of the Operations Staff of the Armed Forces High Command during World War II, acting as deputy to Wilhelm Keitel...

, chief of Oberkommando der Wehrmacht
Oberkommando der Wehrmacht
The Oberkommando der Wehrmacht was part of the command structure of the armed forces of Nazi Germany during World War II.- Genesis :...

 (OKW) operations, presented Hitler with a formal plan to cut off Britain from its eastern empire by invading Spain, Gibraltar, North Africa, and the Suez Canal
Suez Canal
The Suez Canal , also known by the nickname "The Highway to India", is an artificial sea-level waterway in Egypt, connecting the Mediterranean Sea and the Red Sea. Opened in November 1869 after 10 years of construction work, it allows water transportation between Europe and Asia without navigation...

 instead of invading the British Isles.

On 12 July 1940, the OKW set up a special group for the necessary planning. On 22 July, Admiral Wilhelm Canaris
Wilhelm Canaris
Wilhelm Franz Canaris was a German admiral, head of the Abwehr, the German military intelligence service, from 1935 to 1944 and member of the German Resistance.- Early life and World War I :...

, the head of the Abwehr
Abwehr
The Abwehr was a German military intelligence organisation from 1921 to 1944. The term Abwehr was used as a concession to Allied demands that Germany's post-World War I intelligence activities be for "defensive" purposes only...

and an acknowledged expert on Spain, travelled with several other German officers to Madrid
Madrid
Madrid is the capital and largest city of Spain. The population of the city is roughly 3.3 million and the entire population of the Madrid metropolitan area is calculated to be 6.271 million. It is the third largest city in the European Union, after London and Berlin, and its metropolitan...

, Spain, where they held talks with General Francisco Franco
Francisco Franco
Francisco Franco y Bahamonde was a Spanish general, dictator and head of state of Spain from October 1936 , and de facto regent of the nominally restored Kingdom of Spain from 1947 until his death in November, 1975...

 and General Juan Vigón
Juan Vigón
Juan Vigón Suerodíaz was a Spanish general who fought in the Spanish Civil War for the Nationalists. Before the war he was chosen by king Alfonso XIII to educate his sons, which he did from November 1925 to 1930. At the beginning of the Second Spanish Republic he left the army due to his...

, his Minister of War. They then travelled on to Algeciras
Algeciras
Algeciras is a port city in the south of Spain, and is the largest city on the Bay of Gibraltar . Port of Algeciras is one of the largest ports in Europe and in the world in three categories: container,...

, where they stayed some days to reconnoiter the approaches to Gibraltar. They returned to Germany with the conclusion that Franco's regime was reluctant to enter the war. However, it has since become known that Canaris was disloyal to Hitler and actually encouraged Franco not to join the Axis, since an Allied victory was almost certain. Canaris' team did however determine that Gibraltar might be seized through an air-supported ground assault involving at least two infantry regiments, three engineer battalions, and 12 artillery regiments. Canaris declared that without 15 in (381 mm) heavy assault cannon — which he knew were unavailable — Gibraltar could not be taken. When he reported to Field Marshal Wilhelm Keitel
Wilhelm Keitel
Wilhelm Bodewin Gustav Keitel was a German field marshal . As head of the Oberkommando der Wehrmacht and de facto war minister, he was one of Germany's most senior military leaders during World War II...

, he gave his personal opinion that even if Germany were able, with the cooperation of Spain, to seize Gibraltar, the British would land in Morocco and French West Africa
French West Africa
French West Africa was a federation of eight French colonial territories in Africa: Mauritania, Senegal, French Sudan , French Guinea , Côte d'Ivoire , Upper Volta , Dahomey and Niger...

.

On 18 July, Franco claimed Gibraltar. He did not expect the British to accede to the claim and made it to keep Germany from attempting to take it.

In August, Canaris met with Franco's brother-in-law, Ramón Serrano Súñer
Ramón Serrano Súñer
Ramón Serrano Súñer , was a Spanish politician during the first stages of General Francisco Franco's dictatorship, the Spanish State, between 1938 and 1942, when he held the posts of President of the Political Junta Política of Falange Española Tradicionalista y de las JONS , and Interior and...

, who was about to become Spain's Foreign Minister. Canaris urged Súñer to do what he could to convince Franco to stay out of the war. Soon after, Franco dispatched Súñer to Berlin to get an idea of Hitler's attitude, since Canaris had assured him that Germany would not forcibly intervene in Spain. When Súñer met Hitler on September 16, Hitler did not press very hard for Spanish involvement in the war, perhaps because he planned to meet Franco himself very soon.

Canaris met with Franco around the same time and warned him that if Spain joined the Axis, the Spanish islands — even mainland Spain itself — would be at risk from British attack. Knowing that Franco feared a hostile German invasion of Spain if he refused to cooperate, Canaris informed him that Hitler had no such intention due to the planned invasion of Russia
Operation Barbarossa
Operation Barbarossa was the code name for Germany's invasion of the Soviet Union during World War II that began on 22 June 1941. Over 4.5 million troops of the Axis powers invaded the USSR along a front., the largest invasion in the history of warfare...

. Canaris also surprised Franco by admitting that he was convinced Germany could not win the war.

On 8 August, made confident by the secret talks with Canaris, Franco presented extravagant terms for his cooperation to the German Ambassador to Spain, Eberhard von Stohrer
Eberhard von Stohrer
Eberhard von Stohrer was a career German diplomat who served during World War I and World War II. The son of an Army General from Würtemberg, he studied at Leipzig University, receiving a Doctor of Law degree...

; he said that he would only join Hitler if Spain were promised Gibraltar and French Morocco
French Morocco
French Protectorate of Morocco was a French protectorate in Morocco, established by the Treaty of Fez. French Morocco did not include the north of the country, which was a Spanish protectorate...

. Germany must also promise military and economic assistance in the form of wheat and oil to help Spain's faltering economy. Additionally, German forces must first land on the British mainland in a full-scale invasion.

This provoked Hitler to send Canaris to Spain again in an effort to convince Franco to join the Axis and soften his "outrageous" demands. To the contrary, Canaris once more reminded Franco that it would be foolish to join the side that was doomed to lose the war.

On 24 August, Hitler approved a general plan for seizing Gibraltar. In October, he met with Franco at Hendaye
Hendaye
Hendaye is the most south-westerly town and commune in France, lying in the Pyrénées-Atlantiques department and located in the traditional province Lapurdi of the French Basque Country...

, France, and proposed that Spain enter the war on the Axis side in January 1941; Gibraltar would be taken by special Wehrmacht
Wehrmacht
The Wehrmacht – from , to defend and , the might/power) were the unified armed forces of Nazi Germany from 1935 to 1945. It consisted of the Heer , the Kriegsmarine and the Luftwaffe .-Origin and use of the term:...

 units and turned over to Spain. Franco however refused the offer, emphasizing Spain's need for large-scale military and economic assistance. Hitler took offence when Franco expressed doubts about the possibility of a German victory. Franco pointed out that even if the British Isles were invaded, Britain's fleet would continue to fight from Canada with U.S. support.

A meaningless memorandum of understanding was signed at Hendaye by Franco and Hitler, neither side getting what it wanted. Hitler is reported to have later told Benito Mussolini
Benito Mussolini
Benito Amilcare Andrea Mussolini was an Italian politician who led the National Fascist Party and is credited with being one of the key figures in the creation of Fascism....

, "I would rather have four teeth pulled out than go through that again!"

Operation Felix

Despite these problems, German military leaders proceeded to prepare for a large-scale operation against Gibraltar. Codenamed Operation Felix, the plan called for two German army corps to enter Spain across the Pyrenees
Pyrenees
The Pyrenees is a range of mountains in southwest Europe that forms a natural border between France and Spain...

. One corps, under General Ludwig Kübler
Ludwig Kübler
General Ludwig Kübler was a German General of the Mountain Troops during World War II who was executed as a war criminal in Yugoslavia.- Early life :...

, was to cross Spain and assault Gibraltar, while the other, commanded by General Rudolf Schmidt
Rudolf Schmidt
Rudolf Schmidt was a Panzer General in the German army during World War II who served as the Commander of the 2nd Panzer Army which was a huge armoured formation that operated on the Eastern Front. He was also a recipient of the Knight's Cross of the Iron Cross with Oak Leaves...

, was to secure its flanks. Air support would need one fighter and two dive-bomber wings. Overall command of Felix was to be assigned to Field Marshal Walther von Reichenau
Walther von Reichenau
Walter von Reichenau was a German Generalfeldmarschall during World War II.-History:Reichenau was born in Karlsruhe to a Prussian general and joined the German Army in 1903. During World War I he served on the Western Front...

. The plan also made provisions for occupying Spanish possessions in North Africa: Spanish Morocco
Spanish Morocco
The Spanish protectorate of Morocco was the area of Morocco under colonial rule by the Spanish Empire, established by the Treaty of Fez in 1912 and ending in 1956, when both France and Spain recognized Moroccan independence.-Territorial borders:...

, Río de Oro
Río de Oro
Río de Oro , is, with Saguia el-Hamra, one of the two territories that formed the Spanish province of Spanish Sahara after 1969; it was originally taken as a Spanish colonial possession in the late 19th century...

, and the Canary Islands
Canary Islands
The Canary Islands , also known as the Canaries , is a Spanish archipelago located just off the northwest coast of mainland Africa, 100 km west of the border between Morocco and the Western Sahara. The Canaries are a Spanish autonomous community and an outermost region of the European Union...

, whose ports could then be used as bases for German U-boat
U-boat
U-boat is the anglicized version of the German word U-Boot , itself an abbreviation of Unterseeboot , and refers to military submarines operated by Germany, particularly in World War I and World War II...

s.

On 12 November, Hitler issued Führer Directive No. 18, which stated that "political measures to induce the prompt entry of Spain into the war have been initiated" and that "The aim of German intervention in the Iberian Peninsula (code name Felix) will be to drive the English out of the Western Mediterranean." It also mentioned the potential invasion of Portugal
Portugal
Portugal , officially the Portuguese Republic is a country situated in southwestern Europe on the Iberian Peninsula. Portugal is the westernmost country of Europe, and is bordered by the Atlantic Ocean to the West and South and by Spain to the North and East. The Atlantic archipelagos of the...

 if the British gained a foothold and requested that the occupation of Madeira
Madeira
Madeira is a Portuguese archipelago that lies between and , just under 400 km north of Tenerife, Canary Islands, in the north Atlantic Ocean and an outermost region of the European Union...

 and of the Azores
Azores
The Archipelago of the Azores is composed of nine volcanic islands situated in the middle of the North Atlantic Ocean, and is located about west from Lisbon and about east from the east coast of North America. The islands, and their economic exclusion zone, form the Autonomous Region of the...

 be investigated.

On 5 December, Hitler met with the German High Command and decided to request permission from Franco for German troops to cross the Spanish border on 10 January 1941. It was planned that General Jodl would go to Spain to make preparations for the attack on Gibraltar as soon as Canaris had obtained Franco's agreement. Canaris accordingly met with Franco on 7 December and put to Franco the need for Spain's immediate entry into the war. Franco responded that Spain was simply not capable, due to shortages of food. He also expressed his fear that German seizure of Gibraltar would lead to the loss of the Canary Islands and Spain's other overseas possessions.

On receiving Canaris' report, Hitler decided that Operation Felix should be cancelled. His disappointment was reflected in a later letter to Mussolini in which he said, "I fear that Franco is committing here the greatest mistake of his life".

In the opening weeks of 1941, unsuccessful efforts were made by both Berlin and Rome
Rome
Rome is the capital of Italy and the country's largest and most populated city and comune, with over 2.7 million residents in . The city is located in the central-western portion of the Italian Peninsula, on the Tiber River within the Lazio region of Italy.Rome's history spans two and a half...

 to encourage the Spanish government to change their stance. Franco answered negatively to another request from Hitler to join the war, received on 6 February, using as a pretext the precarious state of Spain's economy. Joachim von Ribbentrop
Joachim von Ribbentrop
Ulrich Friedrich Wilhelm Joachim von Ribbentrop was Foreign Minister of Germany from 1938 until 1945. He was later hanged for war crimes after the Nuremberg Trials.-Early life:...

, Germany's Foreign Minister, told Hitler that in his opinion Franco had no intention of ever joining the war.

In February 1941, the OKW advised the naval high command that Operation Felix was out of the question for the time being, since the troops earmarked for it would soon be needed elsewhere.

Felix-Heinrich

On Hitler's insistence, the OKW developed a revised plan for the capture of Gibraltar, which might be implemented once the German invasion of the Soviet Union
Operation Barbarossa
Operation Barbarossa was the code name for Germany's invasion of the Soviet Union during World War II that began on 22 June 1941. Over 4.5 million troops of the Axis powers invaded the USSR along a front., the largest invasion in the history of warfare...

 had been completed. Codenamed Felix-Heinrich, the plan was submitted to General Franz Halder
Franz Halder
Franz Halder was a German General and the head of the Army General Staff from 1938 until September, 1942, when he was dismissed after frequent disagreements with Adolf Hitler.-Early life:...

 on 10 March 1941. It proposed that as soon as the invading forces in the Soviet Union reached a line between Kiev
Kiev
Kiev or Kyiv is the capital and the largest city of Ukraine, located in the north central part of the country on the Dnieper River. The population as of the 2001 census was 2,611,300. However, higher numbers have been cited in the press....

 and Smolensk
Smolensk
Smolensk is a city and the administrative center of Smolensk Oblast, Russia, located on the Dnieper River. Situated west-southwest of Moscow, this walled city was destroyed several times throughout its long history since it was on the invasion routes of both Napoleon and Hitler. Today, Smolensk...

, hopefully by 15 July, units could then be withdrawn to prepare for the Gibraltar operation, which it was thought could begin on 15 October. Felix-Heinrich would broadly follow the original plan, with the same forces, but with new supporting units.
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