The affectionate confidence which existed between Lee and "Stonewall" Jackson till the latter was killed at Chancellorsville had a parallel in the endearing friendship which sprung up between Grant and his principal subordinate, William T. Sherman, who was to bear a hardly less momentous part than his own in the conclusion of the war. Sherman was a man of quick wits and fancy, bright and mercurial disposition, capable of being a delightful companion to children, and capable of being sharp and inconsiderate to duller subordinates. It is a high tribute both to this brilliant soldier and to Grant himself that he always regarded Grant as having made him, not only by his confidence but by his example.
As has been said, Grant was required to remain on the defensive between Memphis and Corinth, which mark the line of the Northern frontier at this period, while Buell was advancing on Chattanooga. Later, while the Confederates were invading Kentucky further east, attacks were also directed against Grant to keep him quiet. These were defeated, though Grant was unable to follow up his success at the time. When the invasion of Kentucky had collapsed and the Confederates under Bragg were retreating before Buell and his successor out of Middle Tennessee, it became possible for Grant and for Halleck and the Government at Washington to look to completing the conquest of the Mississippi River. The importance to the Confederates of a hold upon the Mississippi has been pointed out; if it were lost the whole of far South-West would manifestly be lost with it; in the North, on the other hand, public sentiment was strongly set upon freeing the navigation of the great river. The Confederacy now held the river from the fortress of Vicksburg, which after taking New Orleans Admiral Farragut had attacked in vain, down to Port Hudson, 120 miles further south, where the Confederate forces had since then seized and fortified another point of vantage. Vicksburg, it will be observed, lies 175 to 180 miles south of Memphis, or from Grand Junction, between Memphis and Corinth, the points in the occupation of the North which must serve Grant as a base. At Vicksburg itself, and for some distance south of it, a line of bluffs or steep-sided hills lying east of the Mississippi comes right up to the edge of the river. The river as it approaches these bluffs makes a sudden bend to the north-east and then again to the south-west, so that two successive reaches of the stream, each from three to four miles long, were commanded by the Vicksburg guns, 200 feet above the valley; the eastward or landward side of the fortress was also well situated for defence. To the north of Vicksburg the country on the east side of the Mississippi is cut up by innumerable streams and "bayous" or marshy creeks, winding and intersecting amid a dense growth of cedars. The North, with a flotilla under Admiral Porter, commanded the Mississippi itself, and the Northern forces could freely move along its western shore to the impregnable river face of Vicksburg beyond. But the question of how to get safely to the assailable side of Vicksburg presented formidable difficulty to Grant and to the Government.
Grant's operations began in November, 1862. Advancing directly southward along the railway from Memphis with the bulk of his forces, he after a while detached Sherman with a force which proceeded down the Mississippi to the mouth of the Yazoo, a little north-west of Vicksburg. Here Sherman was to land, and, it was hoped, surprise the enemy at Vicksburg itself while the bulk of the enemy's forces were fully occupied by Grant's advance from the north. But Grant's lengthening communications were cut up by a cavalry raid, and he had to retreat, while Sherman came upon an enemy fully prepared and sustained a defeat a fortnight after Burnside's defeat at Fredericksburg. This was the first of a long series of failures during which Grant, who for his part was conspicuously frank and loyal in his relations with the Government, received upon the whole the fullest confidence and support from them. There occurred, however, about this time an incident which was trying to Grant, and of which the very simple facts must be stated, since it was the last of the occasions upon which severe criticism of Lincoln's military administration has been founded. General McClernand was an ambitious Illinois lawyer-politician of energy and courage; he was an old acquaintance of Lincoln's, and an old opponent; since the death of Douglas he and another lawyer-politician, Logan, had been the most powerful of the Democrats in Illinois; both were zealous in the war and had joined the Army upon its outbreak. Logan served as a general under Grant with confessed ability. It must be repeated that, North and South, former civilians had to be placed in command for lack of enough soldiers of known capacity to go round, and that many of them, like Logan and like the Southern general, Polk, who was a bishop in the American Episcopal Church, did very good service. McClernand had early obtained high rank and had shown no sign as yet of having less aptitude for his new career than other men of similar antecedents. Grant, however, distrusted him, and proved to be right. In October, 1862, McClernand came to Lincoln with an offer of his personal services in raising troops from Illinois, Indiana, and Iowa, with a special view to clearing the Mississippi. He of course expected to be himself employed in this operation. Recruiting was at a low ebb, and it would have been folly to slight this offer. McClernand did in fact raise volunteers to the number of a whole army corps. He was placed under Grant in command of the expedition down the Mississippi which had already started under Sherman. Sherman's great promise had not yet been proved to any one but Grant; he appears at this time to have come under the disapproval of the Joint Committee of Congress on the War, and the newspaper Press had not long before announced, with affected regret, the news that he had become insane. McClernand, arriving just after Sherman's defeat near Vicksburg, fell in at once with a suggestion of his to attack the Post of Arkansas, a Confederate stronghold in the State of Arkansas and upon the river of that name, from the shelter of which Confederate gunboats had some chance of raiding the Mississippi above Vicksburg. The expedition succeeded in this early in January, 1863, and was then recalled to join Grant. This was a mortification to McClernand, who had hoped for a command independent of Grant. In his subsequent conduct he seems to have shown incapacity; he was certainly insubordinate to Grant, and he busied himself in intrigues against him, with such result as will soon be seen. As soon as Grant told the Administration that he was dissatisfied with McClernand, he was assured that he was at liberty to remove him from command. This he eventually did after some months of trial.
In the first three months of 1863, while the army of the Potomac, shattered at Fredericksburg, was being prepared for the fresh attack upon Lee which ended at Chancellorsville, and while Bragg and Rosecrans lay confronting each other in Middle Tennessee, each content that the other was afraid to weaken himself by sending troops to the Mississippi, Grant was occupied in a series of enterprises apparently more cautious than that in which he eventually succeeded, but each in its turn futile. An attempt was made to render Vicksburg useless by a canal cutting across the bend of the Mississippi to the west of that fortress. Then Grant endeavoured with the able co-operation of Admiral Porter and his flotilla to secure a safe landing on the Yazoo, which enters the Mississippi a little above Vicksburg, so that he could move his army to the rear of Vicksburg by this route. Next Grant and Porter tried to establish a sure line of water communication from a point far up the Mississippi through an old canal, then somehow obstructed, into the upper waters of the Yazoo and so to a point on that river 30 or 40 miles to the north-east of Vicksburg, by which they would have turned the right of the main Confederate force; but this was frustrated by the Confederates, who succeeded in establishing a strong fort further up the Yazoo. Yet a further effort was made to establish a waterway by a canal quitting the Mississippi about 40 miles north of Vicksburg and communicating, through lakes, bayous, and smaller rivers, with its great tributary the Red River far to the south. This, like the first canal attempted, would have rendered Vicksburg useless.
Each of these projects failed in turn. The tedious engineering work which two of them involved was rendered more depressing by adverse conditions of weather and by ill-health among Grant's men. Natural grumbling among the troops was repeated and exaggerated in the North. McClernand employed the gift for intrigue, which perhaps had helped him to secure his command, in an effort to get Grant removed. It is melancholy to add that a good many newspapers at this time began to print statements that Grant had again taken to drink. It is certain that he was at this time a total abstainer. It is said that he had offended the authors of this villainy by the restrictions which he had long before found necessary to put upon information to the Press. Some of the men freely confessed afterwards that they had been convinced of his sobriety, and added the marvellous apology that their business was to give the public "the news." Able and more honest journalists urged that Grant had proved his incompetence. Secretary Chase took up their complaints and pressed that Grant should be removed. Lincoln, before the outcry against Grant had risen to its height, had felt the need of closer information than he possessed about the situation on the Mississippi; and had hit upon the happy expedient of sending an able official of the War Department, who deserved and obtained the confidence of Grant and his officers, to accompany the Western army and report to him. Apart, however, from the reports he thus received, he had always treated the attacks on Grant with contempt. "I cannot spare this general; he fights," he said. In reply to complaints that Grant drank, he enquired (adapting, as he knew, George II.'s famous saying about Wolfe) what whisky he drank, explaining that he wished to send barrels of it to some of his other generals. His attitude is remarkable, because in his own mind he had not thought well of any of Grant's plans after his first failure in December; he had himself wished from an early day that Grant would take the very course by which he ultimately succeeded. He let him go his own way, as he afterwards told him, from "a general hope that you know better than I."
At the end of March Grant took a memorable determination to transfer his whole force to the south of Vicksburg and approach it from that direction. He was urged by Sherman to give up any further attempt to use the river, and, instead, to bring his whole army back to Memphis and begin a necessarily slow approach on Vicksburg by the railway. He declared himself that on ordinary grounds of military prudence this would have been the proper course, but he decided for himself that the depressing effect of the retreat to Memphis would be politically disastrous. At Grand Gulf, 30 miles south of Vicksburg, the South possessed another fortified post on the river; to reach this Grant required the help of the Navy, not only in crossing from the western bank of the river, but in transporting the supplies for which the roads west of the river were inadequate. Admiral Porter, with his gunboats and laden barges, successfully ran the gauntlet of the Vicksburg batteries by night without serious damage. Grand Gulf was taken on May 3, and Grant's army established at this new base. A further doubt now arose. General Banks in Louisiana was at this time preparing to besiege Port Hudson. It might be well for Grant to go south and join him, and, after reducing Port Hudson, return with Banks' forces against Vicksburg. This was what now commended itself to Lincoln. In the letter of congratulation which some time later he was able to send to Grant, after referring to his former opinion which had been right, he confessed that he had now been wrong. Banks was not yet ready to move, and Vicksburg, now seriously threatened, might soon be reinforced. Orders to join Banks, though they were probably meant to be discretionary, were actually sent to Grant, but too late. He had cut himself loose from his base at Grand Gulf and marched his troops north, to live with great hardship to themselves on the country and the supplies they could take with them. He had with him 35,000 men. General Pemberton, to whom he had so far been opposed, lay covering Vicksburg with 20,000 and a further force in the city; Joseph Johnston, whom he afterwards described as the Southern general who in all the war gave him most trouble, had been sent by Jefferson Davis to take supreme command in the West, and had collected 11,000 men at Jackson, the capital of Mississippi, 45 miles east of Vicksburg. Grant was able to take his enemy in detail. Having broken up Johnston's force he defeated Pemberton in a series of battles. His victory at Champion's Hill on May 16, not a fortnight after Chancellorsville, conveyed to his mind the assurance that the North would win the war. An assault on Vicksburg failed with heavy loss. Pemberton was at last closely invested in Vicksburg and Grant could establish safe communications with the North by way of the lower Yazoo and up the Mississippi above its mouth. There had been dissension between Pemberton and Johnston, who, seeing that gunboats proved able to pass Vicksburg in any case, thought that Pemberton, whom he could not at the moment hope to relieve, should abandon Vicksburg and try to save his army. Long before Johnston could be sufficiently reinforced to attack Grant, Grant's force had been raised to 71,000. On July 4, 1863, the day of the annual commemoration of national Independence, Vicksburg was surrendered. Its garrison, who had suffered severely, were well victualled by Grant and allowed to go free on parole. Pemberton in his vexation treated Grant with peculiar insolence, which provoked a singular exhibition of the conqueror's good temper to him; and in his despatches to the President, Grant mentioned nothing with greater pride than the absence of a word or a sign on the part of his men which could hurt the feelings of the fallen. Johnston was forced to abandon the town of Jackson with its large stores to Sherman, but could not be pursued in his retreat. On July 9, five days later, the defender of Port Hudson, invested shortly before by Banks, who had not force enough for an assault, heard the news of Vicksburg and surrendered. Lincoln could now boast to the North that "the Father of Waters again goes unvexed to the sea."
At the very hour when Vicksburg was surrendered Lincoln had been issuing the news of another victory won in the preceding three days, which, along with the capture of Vicksburg, marked the turning point of the war. For more than a month after the battle of Chancellorsville the two opposing armies in the East had lain inactive. The Conscription Law, with which we must deal later, had recently been passed, and various elements of discontent and disloyalty in the North showed a great deal of activity. It seems that Jefferson Davis at first saw no political advantage in the military risk of invading the North. Lee thought otherwise, and was eager to follow up his success. At last, early in June, 1863, he started northward. This time he aimed at the great industrial regions of Pennsylvania, hoping also while assailing them to draw Hooker further from Washington. Hooker, on first learning that Lee had crossed the Rappahannock, entertained the thought of himself going south of it and attacking Richmond. Lincoln dissuaded him, since he might be "entangled upon the river, like an ox jumped half over a fence"; he could not take Richmond for weeks, and his communications might be cut; besides, Lincoln added, his true objective point throughout was Lee's army and not Richmond. Hooker's later movements, in conformity with what he could gather of Lee's movements, were prudent and skilful. He rejected a later suggestion of Lincoln's that he should strike quickly at the most assailable point in Lee's lengthening line of communications, and he was wise, for Lee could live on the country he was traversing, and Hooker now aimed at covering Philadelphia or Baltimore and Washington, according to the direction which Lee might take, watching all the while for the moment to strike. He found himself hampered in some details by probably injudicious orders of his superior, Halleck, and became irritable and querulous; Lincoln had to exercise his simple arts to keep him to his duty and to soothe him, and was for the moment successful. Suddenly on June 27, with a battle in near prospect, Hooker sent in his resignation; probably he meant it, but there was no time to debate the matter. Probably he had lost confidence in himself, as he did before at Chancellorsville. Lincoln evidently judged that his state of mind made it wise to accept this resignation. He promptly appointed in Hooker's place one of his subordinates, General George Meade, a lean, tall, studious, somewhat sharp-tongued man, not brilliant or popular or the choice that the army would have expected, but with a record in previous campaigns which made him seem to Lincoln trustworthy, as he was. A subordinate command in which he could really distinguish himself was later found for Hooker, who now took leave of his army in words of marked generosity towards Meade. All this while there was great excitement in the North. Urgent demands had been raised for the recall of McClellan, a course of which, Lincoln justly observed, no one could measure the inconvenience so well as he.
Lee was now feeling his way, somewhat in the dark as to his enemy's movements, because he had despatched most of his cavalry upon raiding expeditions towards the important industrial centre of Harrisburg. Meade continued on a parallel course to him, with his army spread out to guard against any movements of Lee's to the eastward. Each commander would have preferred to fight the other upon the defensive. Suddenly on July 1, three days after Meade had taken command, a chance collision took place north of the town of Gettysburg between the advance guards of the two armies. It developed into a general engagement, of which the result must partly depend on the speed with which each commander could bring up the remainder of his army. On the first day Lee achieved a decided success. The Northern troops were driven back upon steep heights just south of Gettysburg, of which the contour made it difficult for the enemy to co-ordinate his movements in any attack on them. Here Meade, who when the battle began was ten miles away and did not expect it, was able by the morning of the 2nd or during that day to bring up his full force; and here, contrary to his original choice of a position for bringing on a battle, he made his stand. The attack planned by Lee on the following day must, in his opinion, afterwards have been successful if "Stonewall" Jackson had been alive and with him. As it was, his most brilliant remaining subordinate, Longstreet, disapproved of any assault, and on this and the following day obeyed his orders reluctantly and too slowly. On July 3, 1863, Lee renewed his attack. In previous battles the Northern troops had been contending with invisible enemies in woods; now, after a heavy cannonade, the whole Southern line could be seen advancing in the open to a desperate assault. This attack was crushed by the Northern fire. First and last in the fighting round Gettysburg the North lost 23,000 out of about 93,000 men, and the South about an equal number out of 78,000. The net result was that, after a day's delay, Lee felt compelled to retreat. Nothing but an actual victory would have made it wise for him to persist in his adventurous invasion.
The importance of this, which has been remembered as the chief battle of the war, must be estimated rather by the peril from which the North was delivered than by the results it immediately reaped. Neither on July 3 nor during Lee's subsequent retreat did Meade follow up his advantage with the boldness to which Lincoln, in the midst of his congratulations, exhorted him. On July 12 Lee recrossed the Potomac. Meade on the day before had thought of attacking him, but desisted on the advice of the majority in a council of war. That council of war, as Lincoln said, should never have been held. Its decision was demonstrably wrong, since it rested on the hope that Lee would himself attack. Lincoln writhed at a phrase in Meade's general orders about "driving the invader from our soil." "Will our generals," he exclaimed in private, "never get that idea out of their heads? The whole country is our soil." Meade, however, unlike McClellan, was only cautious, not lukewarm, nor without a mind of his own. The army opposed to him was much larger than that which McClellan failed to overwhelm after Antietam. He had offered to resign when he inferred Lincoln's dissatisfaction from a telegram. Lincoln refused this, and made it clear through another officer that his strong opinion as to what might have been done did not imply ingratitude or want of confidence towards "a brave and skilful officer, and a true man." Characteristically he relieved his sense of Meade's omissions in a letter of most lucid criticism, and characteristically he never sent it. Step by step Meade moved on Lee's track into the enemy's country. Indecisive manoeuvres on both sides continued over four months. Lee was forced over the Rappahannock, then over the Rapidan; Meade followed him, found his army in peril, and prudently and promptly withdrew. In December the two armies went into winter quarters on the two sides of the Rappahannock to await the opening of a very different campaign when the next spring was far advanced.
The autumn months of 1863 witnessed in the Middle West a varying conflict ending in a Northern victory hardly less memorable than those of Gettysburg and Vicksburg. At last, after the fall of Vicksburg, Rosecrans in Middle Tennessee found himself ready to advance. By skilful manoeuvres, in the difficult country where the Tennessee River cuts the Cumberland mountains and the parallel ranges which run from north-east to south-west behind, he turned the flank of Bragg's position at Chattanooga and compelled him to evacuate that town in the beginning of September. Bragg, as he retreated, succeeded in getting false reports as to his movements and the condition of his army conveyed to Rosecrans, who accordingly followed him up in an incautious manner. By this time the bulk of the forces that had been used against Vicksburg should have been brought to support Rosecrans. Halleck, however, at first scattered them for purposes which he thought important in the West. After a while, however, one part of the army at Vicksburg was brought back to General Burnside in Ohio, from whom it had been borrowed. Burnside accomplished the very advance by Lexington, in Kentucky, over the mountains into Eastern Tennessee, which Lincoln had so long desired for the relief of the Unionists there, and he was able to hold his ground, defeating at Knoxville a little later an expedition under Longstreet which was sent to dislodge him. Other portions of the Western army were at last ordered to join Rosecrans, but did not reach him before he had met with disaster. For the Confederate authorities, eager to retrieve their losses, sent every available reinforcement to Bragg, and he was shortly able to turn back towards Chattanooga with over 71,000 men against the 57,000 with which Rosecrans, scattering his troops in false security, was pursuing him. The two armies came upon one another, without clear expectation, upon the Chicamauga Creek beyond the ridge which lies south-east of Chattanooga. The battle fought among the woods and hills by Chicamauga on September 19 and 20 surpassed any other in the war in the heaviness of the loss on each side. On the second day Bragg's manoeuvres broke Rosecrans' line, and only an extraordinarily gallant stand by Thomas with a part of the line, in successive positions of retreat, prevented Bragg from turning the hasty retirement of the remainder into a disastrous rout. As it was, Rosecrans made good his retreat to Chattanooga, but there he was in danger of being completely cut off. A corps was promptly detached from Meade in Virginia, placed under Hooker, and sent to relieve him. Rosecrans, who in a situation of real difficulty seems to have had no resourcefulness, was replaced in his command by Thomas. Grant was appointed to supreme command of all the forces in the West and ordered to Chattanooga. There, after many intricate operations on either side, a great battle was eventually fought on November 24 and 25, 1863. Grant had about 60,000 men; Bragg, who had detached Longstreet for his vain attack on Burnside, had only 33,000, but he had one steep and entrenched ridge behind another on which to stand. The fight was marked by notable incidents—Hooker's "battle above the clouds"; and the impulse by which apparently with no word of command, Thomas' corps, tired of waiting while Sherman advanced upon the one flank and Hooker upon the other, arose and carried a ridge which the enemy and Grant himself had regarded as impregnable. It ended in a rout of the Confederates, which was energetically followed up. Bragg's army was broken and driven right back into Georgia. To sum up the events of the year, the one serious invasion of the North by the South had failed, and the dominion on which the Confederacy had any real hold was now restricted to the Atlantic States, Alabama, and a part of the State of Mississippi.