Use the quasi-geostrophic streamfunction convention , , and write , . In a steady, large-scale basin interior, neglect the material derivatives of relative vorticity and interfacial stretching compared with advection of planetary vorticity. With small Rossby number, weak nonlinear eddy terms, no significant interior friction or topographic forcing, and the specified forcing confined to layer 1, Sverdrup balance isFor equal depths , the depth-integrated meridional transport is . Here is the normalized potential vorticity source appearing in the evolution equation. If the dimensional wind stress curl is used, its usual layer forcing is , so .
For and , the upper-layer interior transport is southward. In a closed subtropical basin, negative wind stress curl also corresponds to downwelling Ekman pumping for and an anticyclonic gyre. A northward return transport is needed to close the circulation; its narrow western boundary current requires processes outside the frictionless Sverdrup balance. The local interior equations by themselves do not specify the detailed boundary-current structure.
Expanding the layer equation shows the physical budget:The first term is the change of planetary vorticity as a fluid parcel moves north or south. The second is the change of relative vorticity. The last is vortex stretching in layered quasi-geostrophic flow: displacement of the interface changes layer thickness and thus the stretching contribution to potential vorticity. Its opposite signs in the two layer definitions express their thickness changes in opposite directions. The wind stress curl supplies or removes upper-layer potential vorticity. Each follows its own layer velocity, rather than a common velocity for both layers.
For uniform , choose the local two-layer Sverdrup interiorUnforced background zonal currents and arbitrary additive interface offsets have been set to zero. This choice is also an exact uniform-flow solution of the stated forced equations, not just a leading balance: , , and . The local interface slope can be nonzero even though its stretching contribution is constant along each basic-state trajectory. A streamfunction linear in is an interior-patch description, not a complete globally bounded basin solution.
The potential-vorticity gradients in a meridional two-layer current are important here: besides , one has and . They must be retained when linearizing, even though the basic relative vorticity vanishes.
Let and . For a normal mode the two-layer quasi-geostrophic potential vorticity amplitudes areBecause the basic velocities are northward in the two layers, their advection frequencies are and . The uniform forcing has no perturbation, . The linear equations are thereforeIn particular, a perturbation's zonal velocity advects the basic interface-induced zonal potential-vorticity gradient. Substitution of the plane wave givesA nonzero disturbance exists exactly when the determinant vanishes. The requested relation for linear stability of a meridional two-layer current isEquivalently, with ,Its discriminant isFor , exponential baroclinic instability occurs when this discriminant is negative; otherwise the two frequencies are real. This also displays the stabilizing contribution of the planetary vorticity gradient when . As a check, gives the uncoupled barotropic mode and baroclinic mode frequencies and .
For and , divide the previous determinant equation by to obtainThusWith the chosen convention, a positive imaginary part of is growth. For a nonzero basic shear , the necessary condition for meridional-wave instability of a two-layer Sverdrup flow isFor these nondegenerate modes it is also sufficient. The growth rate isModes with have real frequencies. Equality is the zero-growth coalescence of the two roots, while is a spatially uniform degeneracy and is not a growing finite-wavelength disturbance.
For , the perturbation has , so it does not directly advect the northward planetary vorticity gradient. Consequently has no explicit restoring contribution to the fixed- instability criterion. It still sets the Sverdrup balance velocity: at fixed wind forcing, , andIncreasing at fixed reduces the shear and the growth rate, without creating a finite- wavelength cutoff for these purely meridional modes. The limit at fixed is not a valid finite Sverdrup balance; its divergent velocity violates the weak-flow assumptions. Growth draws on the interfacial displacement and vertical shear, rather than on a time-dependent wind forcing, whose perturbation was set to zero.
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