I guess I should have been paying a little bit more attention to the vertically integrated smoke forecast and not just the near-surface smoke forecast. rapidrefresh.noaa.gov/hrrr/H… says the Bay Area is going to be stuck with dark orange skies for at least another 40 hours...
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Note that the NWS publicly stated that their models aren't working for this, so I'd book this in "who knows" territory.
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Based particularly on nitter.vloup.ch/NWSBayArea/statu… I think what they were saying is that forecasts for things like temperature were not accounting for smoke... not that the smoke model itself (which is separate from other models) is broken.
Replying to @disco_lemonade1
The models do not seem to be keeping up with the thick layer of smoke as far as temperature forecast data, visibility, etc. We just have so much smoke over us right now. Yesterday the models were way off and we expect the same today (for afternoon temperatures).
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I'd be surprised if you can correctly work out convection when you don't know temperatures :)
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I think at this point we can safely assume the model doesn't predict that well - for the last 4 days, it's moved from "less smoke in 2 days" to "in half a day". On the upside, we're now getting smoke from a completely different place.
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Replying to @groby @slightlylate
I think the vertically integrated smoke output has been closer to correct than the near-surface smoke output. (I also give models credit for showing the correct pattern even if off by a bit geographically -- a problem the Bay Area will be quite sensitive to the next few days.)

Sep 14, 2020 · 5:06 PM UTC