1. Introduction
Many recent studies have examined the climatological behavior of blocking in both the Northern (NH) and Southern Hemispheres (SH) in the later part of the 20th century using a variety of blocking criteria [
1,
2,
3,
4,
5,
6,
7,
8,
9]. Among the common findings in the NH are that blocking events are more frequent and persistent during the cold season, and that there are three preferred blocking sectors over the Pacific and Atlantic ocean regions and the Eurasian region at the end of the NH storm tracks [
1,
10]. In the SH, the Pacific Ocean region is the predominant sector for blocking, with occurrences similar to those of the NH Pacific [
1]. The work of Burkhardt et al. [
11] demonstrated that in the SH, the dynamic synoptic and planetary interactions between upstream cyclones and large-scale ridges are weaker especially within the Atlantic and Indian Ocean sectors. This accounts for the relative dearth of blocking that occurs in the SH as a whole.
The studies of [
1,
5] and [
7] examine a long list of blocking characteristics including the number of events, days, duration, intensity, and location at onset. Most other climatologies use only the occurrence, day, and/or durations of blocking events. These studies found that NH blocking was more intense during the boreal cold season than during the warm season using the blocking intensity (BI) index of [
1]. Only [
1] has examined the intensity of SH blocking and found that the seasonal variation in BI is the same as that in the NH even though SH blocking is weaker overall.
Many studies have suggested that the occurrence of blocking varies interannually in association with El Niño and Southern Oscillation (ENSO) showing inconsistent results. The work of [
1] showed that in the NH blocking occurred more often during La Niña years and was more persistent and intense. This association was found in each region and season. The climatology of [
1] examined events from mid-1968 to mid-1998. Then [
5] using a 55-year climatology (1948–2002) suggested that there was little ENSO variability except in NH block intensity. In [
5], blocking was more intense during La Niña years. In the SH, [
1] demonstrated than blocking occurred more frequently during El Niño years, and also these events were more persistent and stronger. A 53-year SH study (1958–2010) [
12] of winter events also showed blocking was more frequent and associated with more blocking days during El Niño years. However, it should be noted here that [
12] considered blocking events to persist for at least three days rather than the five days found in most studies.
Many of these studies also suggested that there were long-term trends or interdecadal variability in block occurrences. In the SH [
1] demonstrated that there was a strong decrease in the occurrence and duration of blocking during the late 20th century, and this trend was consistent with that of other researchers (e.g., [
13]). However, the longer-term climatology of [
12] found no statistically significant trend in the SH overall, even though there were regional increases across most of the SH. In the NH [
1] and [
5] show mixed results in the long-term trend of NH blocking occurrence depending on the region and season. Then, [
5] showed that there were interdecadal variations in NH blocking occurrences related to such teleconnections as the North Atlantic Oscillation (NAO) or the West Pacific (WP) pattern (see [
14]).
Some [
6,
7,
8,
9] have examined the occurrence of NH blocking into the early part of the 21st century. Firstly, [
6] implied that the number of NH Atlantic Region events is increasing, but that the period 1970–1999 was likely a period of low blocking occurrence. Also, [
15] reviewed several studies and showed that the Atlantic Region near Greenland has experienced more blocking into the 21st century. These results are corroborated by [
7], who used three different blocking indexes showing an increase in the occurrence of NH-wide blocking during the early 21st century, but that the period covered in [
1] represented a relative minimum in the occurrence of blocking. Others, such as [
8] and [
9], suggest that the primary location for Atlantic Region block occurrences has changed in recent decades into the early 21st century in association with arctic amplification. For an example of arctic amplification see Barnes et al. [
16]. In the SH, [
12] found that there were increases in blocking frequency within the Pacific Region (western and eastern), but a decrease in the central Pacific. This study did not examine interdecadal variability, and there is additional observational evidence to suggest that there has been an increase in the occurrence of blocking since 2000 in the Atlantic and Indian sectors as well.
Most of the blocking indexes cited above are one-dimensional (1D), meaning that only the longitude of the block center is located in order to count occurrence frequency. In 2006, [
17] extended a commonly used 1D blocking index to two dimensions (2D), which means that the latitude and longitude are identified in order to count occurrence frequency. This study examined blocking in the Euro-Atlantic sector and found that the correlation between the 2D blocking index and Atlantic Region teleconnections corresponded to previously published correlations between 1D blocking indexes and these teleconnections. Then [
18] used the [
17] blocking index to examine the interannual variability and trends in NH blocking from 1951 to 2010. They found the following results; a) extended the BI of [
1] to two dimensions, b) identified the primary blocking regions found by 1D blocking indexes using the [
17] 2D index, c) identified strong interannual variability in the primary NH blocking regions, and d) found a strong increase in blocking frequency and intensity over the Atlantic region. Additionally, [
18] identified a shift toward more blocking events into the central Pacific and fewer events over Northern Russia.
Other studies, (e.g., [
19]) have used this 2D blocking index to relate regional blocking to local climate. Another type of 2D index was developed by [
20], which is the area integral of the local gradient representing the region of the blocking system (center and surroundings). This quantity will have units of energy x time and can be summed up through the lifecycle of the blocking event (and then summed up by region and season). They [
20] referred to this index as an integral action or intensity index. In the NH, [
20] used this index over the same time period as [
1]. This work showed the similar results as [
1] for block occurrences and intensity in the NH over different seasons and regions, as well as with respect to interannual variations such as ENSO.
Many studies have also examined projections for the future occurrence of blocking (e.g., [
7,
15,
21,
22,
23,
24]. Some of these studies projected that the occurrence of blocking may increase in a warmer world [
21], while increasing their duration but weakening. Others have suggested either a decrease [
22,
23] or little change [
7,
24] in future blocking occurrences far into the 21st century. However, the review published by [
15] found that in the balance, NH blocking would become less frequent and persistent, but still play a critical role in the occurrence of extreme warm or cold events as well as drought.
The goal of this work is to make a comprehensive comparison of the global occurrence of blocking since the end of the 20th century to the climatologies of [
1] and [
5] (1 July 1998–30 June 2018—NH; 1 January 2000–31 December 2018—SH). This work will examine the more comprehensive list of blocking characteristics that the earlier studies examined including BI. This study will also determine if there has been any changes in the trends or interannual variability of any of these variables, as well as the possibility of interdecadal variability in these variables and compare these to [
1] and [
5]. This work will use primarily the National Centers of Environmental Prediction/National Center for Atmospheric Research (NCEP/NCAR) reanalyses. This study is unique in that this research group is the only one that defines and examines BI across the globe. BI has been shown also to be related to dynamic quantities such as the 500 hPa height gradients [
1], enstrophy, and entropy (e.g., Kolmogorov‒Saini Entropy [
25]). Additionally, this work will compare our results for SH blocking into the 21st century to those of [
12] where appropriate.
5. Summary and Conclusions
This study examined the occurrence of blocking over the entire globe since the study of [
1] (into the early 21st century up to the end of 2018), and included such characteristics as occurrence, duration, blocking days, block intensity (BI), and the number of simultaneous blocking days. The dataset used was the four times daily NCEP/NCAR reanalyses of 500 hPa heights and the archive of blocking events are found at [
28]. In order to facilitate a comparison of this study with [
1], the blocking criterion used, as well as the region and seasonal definitions, were used here. Then, the long-term trends as well as interannual and interdecadal variability were examined, and the new results are discussed below.
This study showed statistically significant increases in block occurrences and days since the end of the 20th century in both hemispheres. In the NH, the block duration increased but not significantly, but there was a statistically significant decrease in BI. In the SH, the block duration was significantly larger and there was little change in the BI. In the NH, the increases found here were consistent with the results of others [
6,
7,
29,
38,
49] who examined ‘partial’ climatologies of certain regions during certain seasons. These results were also consistent with the results of blocking climatologies using 2D indexes, especially for the Atlantic Region [
18,
38]. Differences in duration were noted only when comparing with the Atlantic Region winter results of [
38]. The work of [
6] implied that the period 1970–1999 showed a relative minimum in Atlantic Region boreal winter blocking, and [
43] discusses work that shows Atlantic Region blocking on the increase in the early 21st century. Then [
12] showed that SH block occurrences have increased across most of the SH, but they used a less strict definition of blocking. Thus, there is strong evidence to support the results here. In the SH, the increases in Pacific Region blocking were not as strong as their NH counterparts.
Separating the occurrence of blocking by phase of ENSO and PDO, NAO, or AMO showed that the in the NH, the positive PDO epoch was associated with interannual variability in the occurrence, duration, and BI similar to that found in [
1] as expected. During the negative PDO epoch, which included recent years, the interannual variability in block occurrence was opposite that of the positive PDO epoch, with the exception of BI, which showed little ENSO related variability. The ENSO related variability in block occurrence was found primarily in the Pacific and Continental Regions during both phases of the PDO, but during all boreal seasons. The exceptions were that there was no clear signal in the BI, and Atlantic Region blocking followed the total interannual variability in the negative PDO phase.
With respect to the NAO, there were more blocking events during the negative phase across the NH, but the ENSO related interannual variability was similar in each phase in that there were more blocking events during El Niño years. La Niña blocking was stronger during the positive phase of the NAO, which is a similar result to that of the positive phase of the PDO. NAO-related interannual variability was found primarily in the Atlantic Region as expected, but in the Continental Region during the positive NAO and in the Pacific Region during the negative NAO. Additionally, the results here could not differentiate between the North Atlantic versus Europe for the NAO as in [
38] or [
39]. Both of the [
38] subregions fall within the Atlantic Region as defined here (see [
38] for more details).
During the positive AMO, there were more blocking events of stronger duration but weaker than those events during the negative phase of the AMO. This result is similar to comparing the results of
Section 3 to those of [
1]. This should not be a surprising result since the period of study for [
1] was dominated by the negative AMO and the early 21st century by the positive AMO.
In the SH, blocking was more abundant and more persistent, but of similar intensity, during the negative phase of the PDO and the positive AMO. However, the interannual variability was the same for each phase of the PDO and AMO, in spite of the increases in occurrence, duration, and days. The interannual variability during AMO phases was statistically significant as it was for the PDO. There was no statistically significant NAO related variability in the SH. In the SH, the interdecadal and interannual variability was most apparent in the Pacific Region and during the austral fall and winter. Within the Pacific Region, a preliminary study shows that the relative occurrence of East Pacific blocking was greater in La Niña and Neutral years than during El Niño years during the positive PDO epoch. The opposite occurred during the negative PDO phase. Finally, an examination of the occurrence of simultaneous blocking events demonstrated that the greater frequency in blocking occurrence correlated highly with the occurrence of multiple blocking events, supporting the conjecture of [
1].