New perspectives on the battles that opened the Confederacy to invasion

In early 1862, the Civil War had been raging for almost ten months, and the Confederacy had enjoyed virtually uninterrupted success. From seizing federal property to early battlefield victories, Southern forces had effectively expelled Union authority from nearly all of the Confederacy’s eleven states. The Union suffered repeated setbacks, while modest victories in western Virginia and Kentucky had little strategic impact. By the end of February, however, much had changed.

On February 6, Union gunboats under the joint command of Brigadier General Ulysses S. Grant and Flag Officer Andrew H. Foote captured Fort Henry on the Tennessee River, opening a crucial waterway into the Confederacy. Just days later, Grant moved against Fort Donelson on the Cumberland River. After several days of fighting, the fort surrendered on the 16th, along with more than 13,000 Confederate troops—the largest surrender in US history to that point. These twin victories shattered Confederate control of Kentucky and western Tennessee, allowing Federal soldiers and sailors to use the rivers to threaten the Confederacy’s interior. This first major strategic breakthrough of the war signaled a dramatic shift in momentum and elevated Grant’s national profile.

In this essay collection, leading and emerging scholars provide in-depth analyses of previously overlooked aspects of the Forts Henry and Donelson campaign. Contributors examine how ecological forces influenced the campaign, the effectiveness of the joint command between the Union army and navy, and Union brigadier general Charles F. Smith’s assault that doomed Fort Donelson. They also explore the battle’s impact on the military career of Nathan Bedford Forrest, the effects of surprise during the Confederate breakout attempt from Fort Donelson, Confederate colonel Gabriel Wharton’s memoir, and how the loss of the forts showed Texans that the fight to preserve the enslaved South would cost them more than they had imagined.

In the aftermath of the Forts Henry and Donelson campaign, most of the Civil War still lay ahead. The Confederacy would have many opportunities to regain its momentum and exhaust the Union will to prevail. However, with a few key exceptions, for the rest of the war, the Confederacy fought to defend itself rather than to take new territory. It was in this massive shift of momentum during ten days in 1862 that the war’s military outcome was foreshadowed.