Why Hansen may end up being right about 2026

Jim Hansen and I have spent much of this year making seemingly opposite predictions about where 2026 will end up in the global temperature record books. He has argued since the spring that 2026 will be the warmest year on record; I have made the case that it is more likely than not to end up in second place. And in a recent post he framed our disagreement in memorably equine terms:
Based on this scientific evidence, we expect that when the horse race comes down the stretch, in November and December of this year, we will be riding a thoroughbred, a strong young horse, and Zeke will be atop a fading old nag.
For the record, I am the fading old nag in this metaphor. I have been called worse.
But here is the fun part: when the race comes down the final stretch at the end of 2026, there is a good chance we will both be declared winners. Hansen’s prediction is about NASA’s GISTEMP record specifically. Mine is about the average across the major surface temperature datasets. And when I run my own forecast model separately on each of six datasets, it gives GISTEMP a ~65% chance of a new 2026 record even as the multi-dataset average only has a ~32% chance and is likely to come in second place.
First, where my forecast stands. Back in December I projected 2026 at 1.41C (1.27C to 1.55C) above preindustrial levels, and in early June I revised that up to 1.46C (1.36C to 1.59C) as forecast models converged on a doozy of an El Niño developing in the latter half of the year. Hansen, via the Washington Post, cited my June estimate of a 26.6% chance that 2026 sets a new record.
That number has continued to creep up. With observations through June and the latest El Niño forecast ensemble, my current central estimate for 2026 is 1.50C (1.44C to 1.57C) above the 1850-1900 baseline in the average of six surface temperature datasets. That translates into a ~32% chance that 2026 beats 2024’s record, a ~66% chance it comes in second, and almost no chance (<2%) it falls to third or below. The figure below shows where those projections sit against the observational record.
Here we see 2026 sitting just below the 2024 record line, with 2027 well above it. So the horse race (to continue the metaphor) is drifting in Hansen’s direction, though still short of the finish line. In the average of all the groups reporting global surface temperatures, second warmest remains my central call for 2026.
It is worth being clear about why my odds keep rising, because it is not that 2026 has been running unexpectedly hot. Year-to-date temperatures have actually drifted slightly down since March (a January-June mean of 1.39C, versus 1.41C for January-March). What changed is the El Niño forecast. To show this, I reran my forecast as it would have looked with each month’s information: that month’s multi-model El Niño plume plus observations through that month.
The odds of a 2026 record in the composite have risen from ~7% at the March vintage to ~35% now, and the decomposition on the right shows that the strengthening El Niño forecast accounts for ~84% of that rise; incoming observations contributed just over 4 points. In other words, my drift toward Hansen’s position is not the 2026 observations through June being particularly extraordinary. It is the ENSO models converging on an unprecedentedly large event. If that El Niño underdelivers, these odds will sag back down. If it holds, the odds will likely hold as well. But it seems unlikely (I hope!) that we see continued strengthening of the El Niño forecast beyond what already would blow past the prior record by a “truly mind-numbing margin”.
But “the warmest year on record” is not a single number that nature hands us; it depends on whose record you check. Hansen’s prediction is specifically about GISTEMP. So a natural question is: what does my model say if I fit it to each dataset individually, using each dataset’s own 2024 record as the bar to clear? The figure below shows the result for six datasets: the four traditional surface station products (GISTEMP, HadCRUT5, NOAA GlobalTemp, and Berkeley Earth) and two reanalysis products (Copernicus/ERA5 and JRA-3Q).
The same model, fed the same El Niño forecast, gives 2026 a ~65% chance of a record in GISTEMP and a ~66% chance in Berkeley Earth, but only ~35% in HadCRUT5, ~24% in NOAA, ~13% in ERA5, and ~9% in JRA-3Q. Conveniently, the average across the six (~35%) lands nearly on the blended estimate (32%), which is a reassuring consistency check.
Why the spread? It is not that the datasets disagree much about how warm 2026 will be; the projections are quite similar. They disagree about how high the bar is. The reanalysis products (ERA5 and JRA-3Q) ran exceptionally hot during the 2023-2024 event, so their 2024 records sit further above their long-term trend lines and are harder to beat. GISTEMP’s 2026 median projection sits ~0.02C above its 2024 record, while ERA5’s sits ~0.05C below its own and JRA-3Q’s ~0.07C below. When the margin is a few hundredths of a degree, structural differences between datasets could end up deciding the race.
So Hansen predicting a GISTEMP record and me predicting second warmest in the multi-dataset average are, oddly, compatible bets. If 2026 sets a record in GISTEMP but not in the dataset average (or in ERA5), expect a flurry of confused headlines in January as people try and explain how its the warmest or second warmest year depending on what dataset you look at.
I should concede the larger point plainly: Hansen made this call earlier and more confidently than I did, and the odds have moved steadily his way since. If 2026 ends up warmest across the board, he won outright, and a 32% chance is the kind of thing that happens all the time. I’d also gently note that a probabilistic forecast of “second warmest, with a one-in-three chance of a record” is a difficult thing to lose spectacularly.
What our agreement on 2026 does not settle is the more consequential disagreement about why. Hansen’s forecast rests on a specific physical story: his argument for a climate sensitivity of 4-5C per doubled CO2, a large forcing boost from falling aerosols, and a warming rate that has roughly doubled. My forecast is simpler: it just relies on the long-term trend, the state of ENSO, and the year-to-date observations and ends up in more or less the same place. When a statistical model based on the historical trend and an El Niño forecast lands on essentially the same 2027 number as Hansen (more on that in a moment), it tells you that a single warm year, or even two, cannot distinguish between “very rapid acceleration driven by aerosols and high sensitivity” and “the trend and more modest acceleration plus a very strong El Niño.” That debate will be settled by energy balance observations and the post-El-Niño years, not by whether 2026 clears 2024 by 0.03C in one dataset.
And on 2027 there will be no horse race at all: my model puts the odds of a new record next year at ~91%. Here I should give Hansen his due on a second count. Back in December he was already predicting a ~1.7C 2027, at a time when my own central estimate was 1.57C. Seven months and many rounds of strengthening El Niño forecasts later, my regression has drifted up to 1.70C (1.48C to 1.93C): essentially the number he wrote down at the start.
Ultimately both probabilistic forecasts and confident predictions can be validated by the same outcome, and the interesting scientific disagreement (how fast is warming accelerating, and why) will outlive whatever the December photo finish shows. Either way we are in for quite a wild climate ride in both the latter half of 2026 and 2027 due to a combination of accelerating warming and a super El Niño event.