American naval attaché at Rome, Italy reported in September 1941 that there was an operating shortage of merchant tonnage in the Mediterranen. Enough for supplying the Axis forces in North Africa but not for other transport tasks of any magnitude.
Source
National Archives USA. Record Group 38: Records of the Office of the Chief of Naval Operations. Series: Secret Naval Attaches Reports. Estimate of potential military strength (pt.). Summaries. Reports from London, Paris, Brussels, Rome and Berlin. Roll M975-001.
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