I’m seeing a lot of chatter elsewhere (i.e., on Twitter/X) about how warm the (tropical) Atlantic is right now relative to average. People are talking about how SSTs are running ahead of 2010 to date, how warm the entire basin is, etc. The thing is, while the deep tropics, being well above average, are ahead of 2010, so too are the subtropics. The Sargasso Sea and the Atlantic Seaboard this month are much warmer than they were in the first week of February 2010. Everywhere is warmer.
The widespread, basin-wide warmth means less of a temperature-gradient between the polar region and the tropical Atlantic. By itself this would actually tend to suppress ACE, given that fewer intense storms are needed to redistribute heat in a warmer world. Simply put: massive warmth does not necessarily imply higher ACE, and given context may actually indicate the opposite. (Bear in mind that 2010’s seasonal ACE was ~165, barely “hyperactive,” despite record warmth and -ENSO.)
All else being equal: a much warmer MDR + much warmer subtropical Atlantic vs. 2010 would suggest similar or lower ACE, all else being equal. I think that calls for 200+ units of ACE and another 2005-/‘17-type season are overdrawn at this point. I don’t think that the long-trackers are necessarily returning to the same extent seen in past “hyperactive” seasons such as the aforementioned, simply because the extent of the warmth means less of a need for high-ACE storms.