With the opening of the new year the North was cheered by a signal and very important success. In the course of February Fort Henry and Fort Donelson, essential strategic points on the front which the Confederate invaders had stretched across Southern Kentucky, were captured by General Ulysses Grant, in command of a Western army. The Confederate forces were compelled to a general retirement, sacrificing the defensive line for the sake of which they had turned the "neutral" border State into an enemy, uncovering the whole of Western Tennessee, including the capital of Nashville, and also yielding the Upper Mississippi. The importance of the latter gain—for the Mississippi, once mastered, would cut the Confederacy in two—was clearly apparent to Beauregard, who at once marched northward and attacked Grant at Shiloh. The battle was indecisive, but in its military effect it was a success for the North. Grant was compelled to abandon the ground upon which his army stood, but he kept all the fruits of his recent campaign.
Another incident, not only picturesque in itself but of great importance in the history of naval war, marks the opening months of 1862. After the failure of the first attempt to take Richmond by a coup de main the war became in its essence a siege of the Confederacy. To give it this character, however, one thing was essential—the control of the sea by the Union forces. The regular United States navy—unlike the regular army, which was divided—was fully under the control of the Federal Government, and was able to blockade the Southern ports. Davis had attempted to meet this menace by issuing letters of marque to privateers; but this could be little more than an irritant to the dominant power. It so happened, however, that a discovery had recently been made which was destined to revolutionize the whole character of naval war. Experiments in the steel-plating of ships had already been made in England and in France, but the first war vessel so fitted for practical use was produced by the Southern Confederacy—the celebrated Merrimac. One fine day she steamed into Hampton Roads under the guns of the United States fleet and proceeded to sink ship after ship, the heavy round shot leaping off her like peas. It was a perilous moment, but the Union Government had only been a day behind in perfecting the same experiment. Next day the Monitor arrived on the scene, and the famous duel between the first two ironclads ever constructed commenced. Each proved invulnerable to the other, for neither side had yet constructed pieces capable of piercing protection, but the victory was so far with the North that the hope that the Confederacy might obtain, by one bold and inventive stroke, the mastery of the sea was for the moment at an end.
Meanwhile all eyes were fixed on McClellan, who was busy turning the mob that had fled from Bull Run into an army. His work of organization and discipline was by common consent admirable; yet when the time came when he might be expected to take the field, that defect in his quality as a commander showed itself which was to pursue him throughout his campaigns. He was extravagantly over-cautious. His unwillingness to fight, combined with the energy he put into bringing the army into an efficient state and gaining influence over its officers and men, gave rise to the wildest rumours and charges. It was suggested that he intended to use the force he was forming, not against Richmond but against Washington; to seize supreme power by military force and reconcile the warring States under the shadow of his sword. It is certain that there was no kind of foundation for such suspicions. He was a perfectly patriotic and loyal soldier who studied his profession diligently. Perhaps he had studied it too diligently. He seems to have resolved never to risk an engagement unless under conditions which according to the text-books should assure victory. Ideal conditions of this sort were not likely to occur often in real war, especially when waged against such an antagonist as Robert Lee.
McClellan remained in front of the Confederate positions throughout the winter and early spring. In reply to urgent appeals from Washington he declared the position of the enemy to be impregnable, and grossly exaggerated his numbers. When at last, at the beginning of March, he was induced to move forward, he found that the enemy had slipped away, leaving behind, as if in mockery, a large number of dummy wooden guns which had helped to impress McClellan with the hopelessness of assailing his adversaries.
The wooden guns, however little damage they could do to the Federal army, did a good deal of damage to the reputation of the Federal commander. Lincoln, though pressed to replace him, refused to do so, having no one obviously better to put in his room, and knowing that the outcry against him was partly political—for McClellan was a Democrat. The general now undertook the execution of a plan of his own for the reduction of Richmond. Leaving McDowell on the Potomac, he transported the greater part of his force by water and effected a landing on the peninsula of Yorktown, where some eighty years before Cornwallis had surrendered to Washington and Rochambeau.
The plan was not a bad one, but the general showed the same lack of enterprise which had made possible the escape of Johnstone. It is probable that if he had struck at once at the force opposed to him, he could have destroyed it and marched to Richmond almost unopposed.
Instead of striking at a vulnerable point he sat down in a methodical fashion to besiege Yorktown. While he was waiting for the reinforcements he had demanded, the garrison got away as Johnstone had done from before Manassas, and an attempt to push forward resulted in the defeat of his lieutenant, Hooker, at Williamsburg.
McDowell, who was at Fredericksburg, was ordered to join and reinforce McClellan, but the junction was never made, for at the moment Jackson took the field and effected one of the most brilliant exploits of the war. The Union troops in the Shenandoah Valley were much more numerous than the force which Jackson had at his disposal, but they were scattered at various points, and by a series of incalculably rapid movements the Southern captain attacked and overwhelmed each in turn. The alarm at Washington was great, and McDowell hastened to cut him off, only to discover that Jackson had slipped past him and was back in his own country. Meanwhile McClellan, left without the reinforcements he had expected, was attacked by Lee and beaten back in seven days' consecutive fighting right to Harrison's Landing, where he could only entrench himself and stand on the defensive. Richmond was as far off as ever.
One piece of good news, however, reached Washington at about this time, and once again it came from the West. Towards the end of April Farragut, the American admiral, captured the city of New Orleans. The event was justly thought to be of great importance, for Grant already dominated the Upper Mississippi, and if he could join hands with a Union force operating from the mouth of the great river, the Confederacy would be cut in two.
Perhaps the contrast between the good fortune which had attended the Federal arms in the West and the failure of the campaign in Eastern Virginia was responsible for the appointment of a general taken from the Western theatre of war to command the army of the Potomac. Lincoln, having supported McClellan as long as he could, was now obliged to abandon his cause, and General Pope was appointed to supreme command of the campaign in Eastern Virginia.