The Insane Engineering of the P-38 Lightning

Engine Nation
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This is where it all began. Hidden away from prying eyes,
a revolutionary fighter aircraft awaited its maiden flight.
Like something out of a science fiction, it looked like nothing that came before it.
The P-38 Lightning. Twin booms, twin engines, turbochargers bolted on like artificial lungs,
five machine gun barrels aligned together and staring forward in a deadly gaze.
Its engineers didn't just build a plane, they assembled a monster.
The P-38 pushed everything to the limit. Two liquid cooled Allison V-17 engines,
each force fed by a two stage turbo supercharger, carefully packaged inside its twin booms.
Turbines, impellers and intercoolers all working in unison,
to keep the plane breathing in the rarefied air above 25,000 feet.
With drop tanks attached, this plane had a range other fighters could only dream of.
Designed by one of the most revered aeronautical engineers in history,
Kelly Johnson, it was a bold reimagining of what a fighter plane could look like.
It was the first of its kind, the genesis of skunkworks.
This is the unique engineering of the P-38 Lightning.
Kelly Johnson was just 27 years old when the design he spearheaded won Lockheed's first
ever military production contract. Johnson was respected and revered from an extraordinarily
young age. Joining Lockheed as a humble tool designer, he managed to convince senior management
at the age of 23 that their upcoming aircraft, the Model 10, was unstable and needed a major
redesign of its tail, from a T-tail to a H-tail. He was right, he had a habit of being right.
By the age of 28, he was Lockheed's chief research engineer. By 29, he was leading the
most advanced aeronautical lab to ever exist, Skunkworks. People listened when he spoke,
because he didn't waste words. Be quick, be quiet, be on time he'd say. Three rules that
weren't just good advice, they were doctrine. At Skunkworks, those words cut through government
red tape. Kelly's knack for innovation, under tight budgets and even tighter deadlines earned
legendary status in aviation history. The design genius behind the P-38, the U-2 spy plane,
and the SR-71. It all started with the P-38. Answering the call for a high altitude interceptor,
capable of reaching a top speed of 580 km per hour and racing to bomber cruise altitude in just 6
minutes from the ground. A specification that essentially no other plane manufacturer in the
deemed worthy of even attempting. Lockheed's design for the P-38 was one of just two
applications for this contract, and the designs young Kelly Johnson came up with were so radical
that it set Lockheed up to skyrocket from a floundering civilian aircraft company
in depression era America to the world's largest defence company.
The P-38 Lightning began simply on a sketchpad, where Kelly Johnson doodled potential configurations
to fulfil circular proposal X-608 issued by the United States Army Air Corps. It asked specifically
for a high altitude interceptor, a word tactically used to avoid labelling this new aircraft as a
pursuit aircraft. The P-51 Mustang, the P-47 Thunderbolt, and the P-40 Warhawk, all pursuit
aircraft, and restricted by the military's requirement that single seat pursuit aircraft
should have just one engine. No American engine existed in the 1930s that could enable a heavily
armed high speed, high altitude aircraft. Two engines were the only way to go, but there are
so many ways to integrate two engines into an aircraft. These are Kelly Johnson's own drawings
of potential configurations. Leaving no stone unturned, he explored every possibility.
From recognisable twin wing mounted engines, to strange looking asymmetrical configurations,
some with the cockpit offset to the left or right side alongside the second engine.
These two, twin pusher and puller engine configurations, looked like they had wing
mounted engines, but Johnson envisioned filling a large internal fuselage with two engines,
driving the wing mounted propellers through drive shafts passing through the wings.
This would give the plane the profile of a single engine aircraft and remove weight from the outer
wings, making the plane more agile in turns. Just like an ice skater, weight far from the spinning
axis slows a turn. So bringing the engines to the centre axis makes for a rapid rolling plane.
However, stuffing two engines in would require an incredibly long fuselage, and the drive shafts and
gearing needed to send power to the wings would just be a nightmare to protect and maintain.
Instead, Kelly Johnson went with what is honestly a pretty unintuitive option. A single fuselage,
mounted in the centre of the wings with no engine. Leaving an absolutely outrageous amount of space
directly in front of the pilot, with no propeller in the way, for guns. Lots of guns.
The central fuselage was like a ball turret with wings and engines attached to it.
It had four .50 calibre machine guns and a 20mm cannon. All pointing forward,
with zero convergence issues. Convergence issues plagued fighter planes of this era.
With guns mounted directly in front of the pilot, they can easily spot their target,
lead their shots according to distance and speed, and pull the trigger. However,
most World War 2 fighters had machine guns or cannons mounted in the wings,
where they had more space to fit them. This raises the question, where should the guns
actually point? You could point them forward and have two hit zones coming from each wing,
but this spread of bullets would make aiming a nightmare and almost guarantee multiple misses
in a single burst even with perfect aim. Or you can angle them in slightly, so that they converged
at an optimum distance in front of the pilot. But now the question was, what was the optimum distance?
This distance would determine how close the pilot had to be in a dogfight. For fast turning,
close quarter, fighter on fighter action, you wanted a shortened convergence point. But as
soon as the bullets passed that convergence point, they spread out at a rapid rate,
with shorter convergence distances spreading out even quicker. For this reason, for longer
distance strafing attacks on bombers or ground targets, a longer convergence distance was better.
Pilots often had their own preferred convergence distance too,
requiring ground crews to realign all their guns manually. This was a massive disadvantage
that shooting forward would eliminate completely. Weapon placement was one of the more nuanced
decisions engineers of World War 2 fighters had to make, and some radical designs were created
to avoid these problems. The fearsome German Bf 109 installed a massive cannon that shot directly
through the engine, with a little bullet tunnel that exited through the propeller hub, with two
smaller machine guns that shot through the propeller blades with the help of an interrupter
gear. The P-38 in comparison was armed to the gills. This level of armament was only rivalled
by the likes of the P-47 and the Fw 190, both of which had to deal with convergence issues.
It wasn't until the introduction of the Me 262 in late 1944, the first ever operational jet aircraft,
that the P-38 was truly outgunned, but with these troublesome early turbojet engines,
certainly not outflown. Engine development was one of the core scientific battles of World War 2.
The first flight of the Wright Brothers took place less than 40 years before the P-38 took to the
Building lightweight, efficient engines that could extract as much power from their fuels
as possible while upside down, breathing low density air, or with holes shot in the fuel tank,
was a unique challenge that became a rapidly evolving battlefield of engineering prowess.
Compression is the name of the game when it comes to power extraction.
The more fuel and air we can squeeze into those piston cylinders, the more power we can extract.
And to do that we need forced induction, where we push air into the engine with much higher
compression. But compression comes with heat, and that heat can cause a lot of problems.
Pre-ignition of the fuel, caused by hotspots in the engine, can cause catastrophic vibrations.
To deal with this, engines need radiators and ways to cool themselves down.
Many of the most famous planes of World War 2, like the Spitfire and Bf 109,
opted for liquid cooling because it allowed for a sleek, streamlined V-12 inline engine.
Despite the inherent danger of having a critical point of failure running in tubes around the
engine, one unlucky bullet could drastically reduce engine power. Where other planes like
the P-47 opted for the larger, bulkier, air cooled radial engines. It was primarily designed
to be a damage resistant ground attack vehicle. Ridding themselves of those delicate fluid lines
was deemed worth the trade off in the enormous bulk of the radial engine.
This entire issue is a battle with thermodynamics. We actually need to transfer as much heat out of
the plane as quickly as possible. Increasing surface area for heat transfer to occur over
is a great way to improve cooling, but that increases drag. And Kelly Johnson came up with
a unique solution that would allow the P-38 to dump heat overboard with a fraction of the drag
penalties, but more on that later. The genius of the P-38 starts here.
The twin tail boom gave Lockheed a huge amount of internal volume to play around with.
With the first clue to the unique machinery inside peeking out of the top of each boom,
the P-38's turbocharger poked out of the cowling like the muscle cars of Detroit.
A hint to the power hidden inside. Two inline V-12 turbo supercharged
liquid cooled engines. The pinnacle of American engine development in 1939.
The Allison V-17-10 itself was a compact engine with decent performance, similar to the British
liquid cooled inline V-12 Merlin engine in many respects. However, the Merlin engines integrated
two speed, two stage superchargers. The preferred setup of the best single engine fighters of the
war. The Allison V-17-10 came with a single stage, single speed supercharger as standard,
installed on the back of the engine here. The P-40 Warhawk was installed with just this engine
and it was lousy at high altitude fighting, but with the extra space afforded to it by its iconic
twin booms, the P-38 could fit an additional turbocharger system behind the engine.
Both superchargers and turbochargers serve the same purpose, to force air into the combustion
chamber to increase compression and increase power output. To do this we need a way to power
the impeller that drives the air into the engine. The key difference between a turbocharger and
a supercharger is how they are powered. Superchargers use mechanical power from
the engine's driveshaft. This saps some power from the driveshaft. Many of the superchargers
of World War 2 required the equivalent horsepower of a modern day luxury sports car to run at full
boost. However, turbochargers are powered by a turbine that's driven by the engine's exhaust.
This reduces the direct power being taken from the engines and recovers some of the heat energy
being expelled to the atmosphere, but it does come with downsides. With a mechanically powered
supercharger the throttle response is immediate. When the throttle is opened the engine speed
increases, and with a direct mechanical connection to the impeller it spins up in unison, giving an
immediate boost. However, turbochargers have lag, as exhaust pressure does not increase immediately
when the pilot opens the throttle. The Merlin's compression boost system was simply superior to
the P-38's. Here's why. Two speed is vitally important, as it allows for more efficient use.
At low altitudes we don't need as much boost, there is plenty of air there. In fact, if we produce
too much boost we could destroy the engine. So a single speed supercharger needs to be designed
for an optimum altitude where the plane is expected to operate, and it will work less effectively at
every other altitude. This is evident from the performance of the P-40 Warhawk.
This plots achievable top speed of the aircraft at different altitudes, and here we can clearly
see that the V-17-10 supercharger was optimised for 15,000 feet. However, with a geared two-speed
supercharger it could have looked like this. Allowing the supercharger to increase speed
and compression at higher altitude. Giving two points of optimised performance.
This is the performance chart of a Spitfire. To compete the P-38 came with these B-33
General Electric turbochargers. This increased the engine boost, but nowhere near as effectively
as a two-stage two-speed supercharger. This is what the performance chart of the P-38
looked like against the Spitfire. In this scenario, if a P-38 wanted to compete with a Spitfire it
would be in it's best interest to do it here, at 20,000 feet, where it had a slight advantage
over the Spitfire. The P-38 never managed to compete against advanced single engine fighters
like this, and one of the reasons for that was that innovative cooling method, which was incredible
when first introduced, but could not keep up with the rapid development of forced induction
throughout the war. Inside the two pods and the wings were a complicated network of tubes
designed to manage and cool air before it was forced into the engine. This is the primary
inlet. You may think these are the engine air inlets, but these were in fact the oil radiator
air intakes. Air enters the engine here, with an additional filtered intake in the undercarriage
for dirt runway takeoffs. Air first enters the turbocharger unpressurised, but as the plane
gains speed on takeoff ram air pressure builds, increasing compression. While this is happening,
the supercharger, mechanically linked to the engine, is working to increase the compression
too. All the while, the exhaust outlet pressure is also rising, gradually spinning the turbocharger's
turbine up to speed. Pilots could control the speed of the turbo by opening or closing this
wastegate that controls the flow of exhaust gases into the turbine. However, at full boost,
the engine is going to start experiencing knocking without something to dump that heat
overboard quickly enough. This is where the intercooler comes into play. It exchanges heat
between this hot compressed air and the cold atmospheric air outside. Most intercoolers rely
on prominent air scoops to force air over a large front facing heat exchanger, but those scoops come
at a cost, they create extra drag. Johnson took a different approach. Instead of bolting on a
traditional intercooler system, he built it directly into the wings leading edge. This was
pretty radical design that was taken out of necessity. The P-38 was a big plane and those
two engines added a lot of frontal surface area to create drag. The engine power could counteract
that, but Kelly Johnson knew he was going to need to decrease drag wherever possible to keep the P-38
competitive in the air. So, in the leading edge there is a network of small tubes running the
length of the wing, where the turbocharged air passes through before entering the supercharger.
They are cooled by air entering this small opening, which exits through this hole in the
wingtip. It's a strange design, but it had very little drag penalties. However, as engine power
increased during the war, it could no longer dump enough heat to keep the engine cool at full power
settings. This wasn't just a problem for the P-38, every plane of the war was actually in battle with
thermodynamics, but this was a problem that was never solved for the P-38. Pilots simply needed
to keep an eye on their engine temperatures. Yet, despite it's shortcomings, the P-38 remained
competitive throughout the war. It's capabilities always found a niche in the war zone. The P-38
was one of the first fighters to use a tricycle landing gear, and that made a real difference in
the Pacific. Most planes at the time were tail draggers. A tail dragger, like the Spitfire or P-51
Mustang, has two main wheels under the wings and a small wheel or skid at the tail. This setup tips
the nose up, which can block the pilots forward view while on the ground. It also makes takeoff
and landing a little bit more tricky, especially on rough surfaces, since it's easier to tip forward
and strike the propeller off the ground. The P-38's tricycle landing gear gave the
pilots a much clearer forward view of the ground and a much more stable landing experience.
This was incredibly useful in the island hopping war of the Pacific,
where pilots were frequently operating from makeshift airstrips scattered across the Pacific,
usually just flattened coral or dirt, with minimal support infrastructure.
Out here a broken prop could mean being out of action for quite some time. The P-38 was a rugged
plane with a superb range, making it perfect for the island hopping war of the Pacific theatre.
No mission exemplifies this more than Operation Vengeance. Operation Vengeance was one of the
boldest and most precise missions of World War 2, and it only worked because of the unique
capabilities of the P-38 Lightning. In April 1943, American codebreakers had
intercepted a golden piece of intelligence. Admiral Yamamoto, Japan's top naval strategist
and the man behind the attack on Pearl Harbour, was scheduled to fly from Rabaul to an airfield
near Bougainville in the Solomon Islands. He was famously punctual, down to the minute,
and the Americans saw an opportunity to take him out right as he was landing. The problem was,
Yamamoto's flight path took him deep behind enemy lines. This was a 1600 kilometre trip,
far beyond the reach of most fighters of World War 2. The only aircraft in the US arsenal with the
speed, range and firepower to even attempt the mission was the P-38 Lightning. With its twin
engines and massive fuel capacity, boosted by gigantic drop tanks, the P-38 could make the
1000 kilometre trip out, spot and destroy the bomber transport with the Admiral aboard,
engage in an energy intensive battle with the A6M Zero escort fighters, and still have enough
fuel to return to base 600 kilometres away in Guadalcanal. No other allied fighter could do
that. 16 P-38s took part in the raid, with 4 planes acting in the assassins low flying group,
2 in front, with 2 in reserve behind, with the remainder flying on a time delayed route
in support at high altitude for the expected retaliation from nearby airfields.
The pilots flew low over the ocean, to avoid detection by Japanese radar, and arrived one
minute early, giving them time to jettison their drop tanks as their target broke cloud cover.
One of the group's drop tanks failed to disengage right as the Japanese Admiral's A6M Zero fighter
support group spotted the danger and began to engage, giving the two reserve pilots their
opportunity to take part. There were 2 transport bombers ahead and the pilots did not know which
one Yamamoto was aboard. With the danger spotted, time was ticking as the pilots of the transports
began their panicked descent over the island. The attack group increased power and gained
altitude in preparation. Energy is vital in a dogfight, speed and altitude, kinetic and
potential energy. The P-38s were going to be coming against the A6M Zero. At this altitude
the Zeros had a manoeuvrability advantage. A light, single-engined, extremely nippy aircraft,
it was not something you wanted on your tail at slow speeds. One of the P-38s reportedly received
104 hits from these Zeros, and tanked every single one of them. The P-38 was entirely metal skinned
with self-sealing fuel tanks. It was a sturdy aircraft. The A6M Zero in comparison was covered
in fabric with no self-sealing fuel tanks. One hit could ruin their day, if you could get them
in your gun sights. American pilot reports of the day claimed downed Zeros, but Japanese records
have zero mention of any Zeros being lost. However, one thing was for sure, both bomber
transports were shot down. Amid the chaos, attribution was unclear and code-breaking
rules were broken as one pilot claimed success over the radio, giving away that the pilots knew
the Admiral was aboard, and thus giving away that codes were broken to anyone listening.
But the mission was a success. The man responsible for Pearl Harbour was dead, thanks to this plane.
The P-38 was far from perfect. Cooling issues were one problem. Another was that it had the
lowest critical mach number of any plane in the war. I must have explained what critical mach
number is at least 50 times on this channel over the last 10 years. It's the speed at which airflow
turned supersonic somewhere around the plane, but this was the first time anyone had to battle with
it in a dogfight. When diving, the P-38 could break the speed of sound, while the plane itself
was only going 70% the speed of sound, all because of the plane's strange design.
It's thick wing root and pods created local airflows that exceeded the speed of sound.
When this happened the planes lift began to shift backwards and pitch the plane down even more,
and to make a bad situation worse, the control surfaces also stopped working when this happened.
To counteract this, dive flaps were added to the underside of the wings,
that gave the pilots enough control authority to pull the plane out of the dive.
But the low critical mach number was never fixed.
Both of the P-38's biggest issues were a product of their time. The P-38 was just so far ahead of
it's time that it encountered problems it's designers couldn't have possibly predicted.
That's what happens when you push the envelope. But despite that, it was an extremely capable plane
that stayed competitive throughout the war, despite being designed before the war even started.
That's because Kelly Johnson was a visionary, arguably the best plane designer in history,
responsible for some of the most iconic planes we've ever laid eyes on.
The leader of Skunk Works, the man who won Lockheed their first military contract,
before it grew to be the biggest military company in the world.
This plane was the beginning of it all. The Model T of fighter aircraft.
But not every legacy in science and engineering is so widely respected.
Most scientific papers pass quietly through the world, read only by a handful of specialists,
nudging human innovation forward one reference at a time. But every so often a single paper
can spiral into something far bigger. A controversy. A scandal. A wedge of doubt
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That's the story behind 17 Pages. A new feature length documentary on Nebula,
it unpacks one of the most dramatic scientific ethics cases in the 20th century.
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Through never before seen interviews, gripping footage, and congressional testimony,
17 Pages explores and reconstructs how bias, media spectacle, and public perception reshaped
the fate of the scientists involved. Not just about science, but how truth gets decided when
politics and personal reputation are on the line. And it's only available on Nebula. That's where I
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