Leaf area accumulation helps juvenile evergreen trees tolerate shade in a temperate rainforest

Carbon stress causes earlier budbreak in shade-tolerant species and delays it in shade-intolerant species

PREMISE

Climate change may lead to C stress (negative C balance) in trees. Because nonstructural carbohydrates (NSC) are required during metabolic reactivation in the spring, C stress might delay budbreak timing. This effect is expected to be greater in shade-intolerant than in shade-tolerant species, owing to the faster C economy in the shade-intolerant.

METHODS

We experimentally induced C stress in saplings of six temperate tree species that differed in their light requirements by exposing them to either full light or shade from summer to spring, then recorded the date of first budbreak for the individuals. Because the levels of C reserves that represent effective C stress may differ among species, we estimated the degree of C stress by recording survival during the experiment and measuring whole-sapling NSC concentrations after budbreak.

RESULTS

Shade reduced NSC concentrations and increased the sugar fraction in the NSC in all species. In the shade, shade-intolerant species had higher mortality and generally lower NSC concentrations than the shade-tolerant species, indicating a trend for more severe C stress in species with faster C economy. In shade-intolerant species, budbreak started earlier and proceeded faster in full light than in shade, but in shade-tolerant species budbreak was delayed in full light. The effects of the light environments on budbreak were not greater in shade-intolerant than in shade-tolerant species.

CONCLUSIONS

Our study reveals a correspondence between budbreak responses to light and the light requirements of the species. This finding confirms that C metabolism has a significant role in triggering budbreak and demonstrates that whether C stress accelerates or delays budbreak depends on the species' light requirements.

Trade-off between plant resistance and tolerance to herbivory: Mechanical defenses outweigh chemical defenses

Plant resistance includes mechanical and chemical defenses that reduce herbivory, whereas plant tolerance reduces the fitness impact of herbivory. Because defenses are costly and investing in both resistance and tolerance may be superfluous, trade-offs among them are expected. In forest ecosystems, the mechanical strengthening of leaves is linked both to shade adaptation and antiherbivore defenses, but it also compromises resource uptake, therefore limiting regrowth following damage, suggesting a trade-off between mechanical defenses and tolerance. We tested for the resistance-tolerance trade-off across 11 common tree species in a temperate rainforest and explored mechanistic explanations by measuring chemical and mechanical defenses. Herbivory damage was negatively associated with leaf toughness and fiber content, whereas there was no significant relationship between herbivory and secondary metabolites (flavonols, gallic acid, tannins, and terpenoids). We detected a resistance-tolerance trade-off, as expected. We found a negative relationship between mechanical defenses and tolerance, estimated as the survival ratio between experimentally damaged and undamaged seedlings. Tolerance and secondary metabolites showed no significant association. Results suggest that selective forces other than herbivory acting on defensive traits can favor a resistance-tolerance trade-off. Therefore, plant adaptation to contrasting light environments may contribute to the evolution of resistance-tolerance trade-offs.

Elevational changes in productivity of saplings relate to distribution of two congeneric tree species

Elevational changes in vegetation are associated with changes in environmental factors, an example of which is provided by the shade-tolerant Abies mariesii and less shade-tolerant Abies veitchii, which dominate forests at high and low elevations, respectively, in subalpine zones of central Japan. In this study, we sought to establish the factors underlying the differential elevational dominance of these two species from the perspective of sapling growth and survival. It is assumed that the growth and survival of saplings is greater at higher rates of surplus production (the value obtained by subtracting the minimum net production to maintain the current sapling leaf mass from the total net production), as sapling leaf mass gradually declines with time if saplings cannot maintain the current sapling leaf mass, thereby increasing the risk of premature mortality. In this regard, we aimed to verify the following two hypotheses: (1) at low elevations, the surplus production rate of A. veitchii is greater than that of A. mariesii in canopy gaps, and vice versa in the forest understory; and (2) at high elevation, the surplus production rate of A. mariesii is greater than that of A. veitchii in both forest understory and canopy gaps. The results obtained in this study were consistent with our two stated hypotheses. In addition, at the low elevation site, the rate of the growth in height of A. veitchii in canopy gaps was greater than that of A. mariesii, indicating that A. veitchii can dominate after disturbance at low elevations. The findings of this study indicate that the differential elevational distribution of the two Abies species can be attributed to interspecific differences in surplus production rates. We believe that these findings will be useful for predicting changes in the distribution of vegetation in response to climate change.

Vertical and horizontal light heterogeneity along gradients of secondary succession in cool- and warm-temperate forests

Aims

Light availability varies drastically in forests, both vertically and horizontally. Vertical light heterogeneity (i.e., patterns of light attenuation from the forest canopy to the floor) may be related to light competition among trees, while horizontal light heterogeneity (i.e., variations in light intensity at a given height within forests) may be associated with light-niche partitioning among tree species. However, light heterogeneity in vertical and horizontal directions and their associations with forest structure are rarely studied to date. Here we report the first comprehensive study to compare the vertical and horizontal light heterogeneity in differently aged forests in two forest types.

Location

Twelve forest stands of different ages in cool-temperate forests (consisting of deciduous broad-leaved trees) and five of different ages in warm-temperate forests (evergreen conifer and deciduous broad-leaved trees) in Japan.

Methods

We measured vertical light profiles at 1-m intervals from the understorey (1 m above the ground) to the top canopy (12-22 m depending on stands) at 16 locations for each stand (20 m × 20 m). We also measured structural parameters (diameter at breast height, height, and crown dimensions) for all major trees in these stands.

Results

Along the secondary successional gradients, the vertical and horizontal light heterogeneity changed in a systematic manner in both forests. The vertical light attenuation rate was steeper in early succession and more gradual in late succession, and the horizontal light heterogeneity was relatively small in early succession and more pronounced in late succession. The vertical light attenuation rate was different between the two forest types; the light intensity dropped more sharply from the canopy surface in the cool-temperate forests due to the crown being vertically shorter and denser (i.e., higher leaf density per unit volume).

Conclusion

In early succession, a steeper light attenuation rate is likely related to the strong light competition among co-occurring trees and thus a self-thinning process. In late succession, the high spatial light heterogeneity in forests (i.e., larger horizontal light heterogeneity and gradual light attenuation rate) may allow more species to partition light, and thus may enhance species coexistence and diversity.

Habitat loss and canopy openness mediate leaf trait plasticity of an endangered palm in the Brazilian Atlantic Forest

Forest cover and light availability comprise key factors for plant establishment in tropical forests. In the Brazilian Atlantic Forest (AF), Euterpe edulis (Areacaceae) is an endangered and keystone food resource contributing to forest functionality. We investigated the influence of forest loss and light availability on leaf traits and acclimatization of young individuals of E. edulis in AF fragments. We aimed to understand (i) how canopy openness and transmitted light are affected by forest cover at the landscape scale and the individual palm level; and (ii) how local and landscape features, combined and separately, affect key leaf traits widely known to be related to plant growth. The study was carried out in 15 forest fragments, ranging from 16 to 97% of surrounding forest cover. In each fragment, we sampled 10-20 individuals of E. edulis and analyzed nine leaf traits related to morphological, biochemical and chemical aspects. We also took hemispherical photographs to estimate canopy openness on the top of each E. edulis and also within fragment plots. We found that young plants predominantly occurred in more shaded environments. Additionally, E. edulis succeeded to acclimate in six of the nine traits analyzed, with most traits being affected by local and landscape features. It is likely that the lack of variation in traits related to protection against herbivory are limiting the species establishment in highly deforested landscapes. Our results provide novel evidence that both landscape and local contexts affect the leaf traits of E. edulis young plants leading to biochemical, chemical and morphological adjustments.

Contrasting physiological traits of shade tolerance in Pinus and Podocarpaceae native to a tropical Vietnamese forest: insight from an aberrant flat-leaved pine

The absence of pines from tropical forests is a puzzling biogeographical oddity potentially explained by traits of shade intolerance. Pinus krempfii (Lecomte), a flat-leaved pine endemic to the Central Highlands of Vietnam, provides a notable exception as it seems to compete successfully with shade-tolerant tropical species. Here, we test the hypothesis that successful conifer performance at the juvenile stage depends on physiological traits of shade tolerance by comparing the physiological characteristics of P. krempfii to coexisting species from two taxa: the genus Pinus, and a relatively abundant and shade-tolerant conifer family found in pantropical forests, the Podocarpaceae. We examined leaf photosynthetic, respiratory and biochemical traits. Additionally, we compiled attainable maximum photosynthesis, maximum RuBP carboxylation (Vcmax) and maximum electron transport (Jmax) values for Pinus and Podocarpaceae species from the literature. In our literature compilation, P. krempfii was intermediate between Pinus and Podocarpaceae in its maximum photosynthesis and its Vcmax. Pinus exhibited a higher Vcmax than Podocarpaceae, resulting in a less steep slope in the linear relationship between Jmax and Vcmax. These results suggest that Pinus may be more shade intolerant than Podocarpaceae, with P. krempfii falling between the two taxa. However, in contrast, Vietnamese conifers' leaf mass per areas and biochemical traits did not highlight the same intermediate nature of P. krempfii. Furthermore, regardless of leaf morphology or family assignation, all species demonstrated a common and extremely high carbon gain efficiency. Overall, our findings highlight the importance of shade-tolerant photosynthetic traits for conifer survival in tropical forests. However, they also demonstrate a diversity of shade tolerance strategies, all of which lead to the persistence of Vietnamese juvenile conifers in low-light tropical understories.

Global patterns of biomass allocation in woody species with different tolerances of shade and drought: evidence for multiple strategies

The optimal partitioning theory predicts that plants of a given species acclimate to different environments by allocating a larger proportion of biomass to the organs acquiring the most limiting resource. Are similar patterns found across species adapted to environments with contrasting levels of abiotic stress? We tested the optimal partitioning theory by analysing how fractional biomass allocation to leaves, stems and roots differed between woody species with different tolerances of shade and drought in plants of different age and size (seedlings to mature trees) using a global dataset including 604 species. No overarching biomass allocation patterns at different tolerance values across species were found. Biomass allocation varied among functional types as a result of phenological (deciduous vs evergreen broad-leaved species) and broad phylogenetical (angiosperms vs gymnosperms) differences. Furthermore, the direction of biomass allocation responses between tolerant and intolerant species was often opposite to that predicted by the optimal partitioning theory. We conclude that plant functional type is the major determinant of biomass allocation in woody species. We propose that interactions between plant functional type, ontogeny and species-specific stress tolerance adaptations allow woody species with different shade and drought tolerances to display multiple biomass partitioning strategies.

Plant traits linked to field-scale flammability metrics in prescribed burns in Eucalyptus forest

Vegetation is a key determinant of wildfire behaviour at field scales as it functions as fuel. Past studies in the laboratory show that plant flammability, the ability of plants to ignite and maintain combustion, is a function of their traits. However, the way the traits of individual plants combine in a vegetation community to affect field flammability has received little attention. This study aims to bridge the gap between the laboratory and field by linking plant traits to metrics of field-scale flammability. Across three prescribed burns, in Eucalyptus-dominated damp and dry forest, we measured pre-burn plant species abundance and post-burn field flammability metrics (percentage area burnt, char and scorch height). For understory species with dominant cover-abundance, we measured nine traits that had been demonstrated to influence flammability in the laboratory. We used fourth-corner ordination to evaluate covariation between the plant traits, species abundance and flammability. We found that several traits covaried at the species level. In some instances, these traits (e.g. specific leaf area and bulk density) could have cumulative effects on the flammability of a species while in other instances (e.g. moisture and specific leaf area) they may have counteractive effects, assuming trait effects on flammability are akin to previous research. At field scales, species with similar traits tended to co-occur, suggesting that the effects of individual traits accumulate within a plant community. Fourth-corner analyses found the trait-field flammability relationship to be statistically significant. Traits significantly associated with increasing field flammability metrics were: bulk density (negatively associated) and hydrocarbon quantity, specific leaf area and surface area to volume ratio (all positively associated). Our study demonstrates that some traits known to influence flammability in the laboratory can be associated with field-scale flammability metrics. Further research is needed to isolate the contributions of individual traits to understand how species composition drives forest flammability.

Advanced Aboveground Spatial Analysis as Proxy for the Competitive Environment Affecting Sapling Development

Tree saplings are exposed to a competitive growth environment in which resources are limited and the ability to adapt determines general vitality and specific growth performance. In this study we analyzed the aboveground spatial neighborhood of oak [Quercus petraea (Matt.) Liebl.] and beech (Fagus sylvatica L.) saplings growing in Germany, by using hemispherical photography and terrestrial laser scanning as proxy for the competitive pressure saplings were exposed to. The hemispherical images were used to analyze the light availability and the three-dimensional (3D) point clouds from the laser scanning were used to assess the space and forest structure around the saplings. The aim was to increase the precision with which the biomass allocation, growth, and morphology of the saplings could be predicted by including more detailed information of their environment. The predictive strength of the models was especially increased through direct neighborhood variables (e.g., relative space filling), next to the light availability being the most important predictor variable. The biomass allocation patterns within the more light demanding oak were strongly driven by the space availability around the saplings. Diameter and height growth variables of both species reacted significantly to changes in light availability, and partly also to the neighborhood variables. The leaf morphology [as leaf-area ratio (LAR)] was also driven by light availability and decreased with increasing light availability. However, the branch morphology (as mean branch weight) could not be explained for oak and the model outcome for beech was hard to interpret. The results could show that individuals of the same species perform differently under constant light conditions but differing neighborhoods. Assessing the neighborhood of trees with highly precise measurement devices, like terrestrial laser scanners, proved to be useful. However, the primary response to a dense neighborhood seemed to be coping with a reduction of the lateral light availability aboveground, rather than responding to an increase of competition belowground. The results suggest continuing efforts to increase the precision with which plant environments can be described through innovative and efficient methods, like terrestrial laser scanning.

Decoding the gene coexpression network underlying the ability of Gevuina avellana to live in diverse light conditions

Gevuina avellana (Proteaceae) is a typical tree from the South American temperate rainforest. Although this species mostly regenerates in shaded understories, it exhibits an exceptional ecological breadth, being able to live under a wide range of light conditions. Here we studied the genetic basis that underlies physiological acclimation of the photosynthetic responses of G. avellana under contrasting light conditions. We analyzed carbon assimilation and light energy used for photochemical processes in plants acclimated to contrasting light conditions. Also, we used a transcriptional profile of leaf primordia from G. avellana saplings growing under different light environments in their natural habitat, to identify the gene coexpression network underpinning photosynthetic performance and light-related processes. The photosynthetic parameters revealed optimal performance regardless of light conditions. Strikingly, the mechanism involved in dissipation of excess light energy showed no significant differences between high- and low-light-acclimated plants. The gene coexpression network defined a community structure consistent with the photochemical responses, including genes involved mainly in assembly and functioning of photosystems, photoprotection, and retrograde signaling. This ecophysiological genomics approach improves our understanding of the intraspecific variability that allows G. avellana to have optimal photochemical and photoprotective mechanisms in the diverse light habitats it encounters in nature.

Can traits predict individual growth performance? A test in a hyperdiverse tropical forest

The functional trait approach has, as a central tenet, that plant traits are functional and shape individual performance, but this has rarely been tested in the field. Here, we tested the individual-based trait approach in a hyperdiverse Amazonian tropical rainforest and evaluated intraspecific variation in trait values, plant strategies at the individual level, and whether traits are functional and predict individual performance. We evaluated > 1300 tree saplings belonging to > 383 species, measured 25 traits related to growth and defense, and evaluated the effects of environmental conditions, plant size, and traits on stem growth. A total of 44% of the trait variation was observed within species, indicating a strong potential for acclimation. Individuals showed two strategy spectra, related to tissue toughness and organ size vs leaf display. In this nutrient- and light-limited forest, traits measured at the individual level were surprisingly poor predictors of individual growth performance because of convergence of traits and growth rates. Functional trait approaches based on individuals or species are conceptually fundamentally different: the species-based approach focuses on the potential and the individual-based approach on the realized traits and growth rates. Counterintuitively, the individual approach leads to a poor prediction of individual performance, although it provides a more realistic view on community dynamics.

Biomass dynamics in a logged forest: the role of wood density

Wood density (WD) is believed to be a key trait in driving growth strategies of tropical forest species, and as it entails the amount of mass per volume of wood, it also tends to correlate with forest carbon stocks. Yet there is relatively little information on how interspecific variation in WD correlates with biomass dynamics at the species and population level. We determined changes in biomass in permanent plots in a logged forest in Vietnam from 2004 to 2012, a period representing the last 8 years of a 30 years logging cycle. We measured diameter at breast height (DBH) and estimated aboveground biomass (AGB) growth, mortality, and net AGB increment (the difference between AGB gains and losses through growth and mortality) per species at the individual and population (i.e. corrected for species abundance) level, and correlated these with WD. At the population level, mean net AGB increment rates were 6.47 Mg ha-1 year-1 resulting from a mean AGB growth of 8.30 Mg ha-1 year-1, AGB recruitment of 0.67 Mg ha-1 year-1 and AGB losses through mortality of 2.50 Mg ha-1 year-1. Across species there was a negative relationship between WD and mortality rate, WD and DBH growth rate, and a positive relationship between WD and tree standing biomass. Standing biomass in turn was positively related to AGB growth, and net AGB increment both at the individual and population level. Our findings support the view that high wood density species contribute more to total biomass and indirectly to biomass increment than low wood density species in tropical forests. Maintaining high wood density species thus has potential to increase biomass recovery and carbon sequestration after logging.

Size-related shifts in carbon gain and growth responses to light differ among rainforest evergreens of contrasting shade tolerance

Recent work suggests that plant size affects light requirements and carbon balance of juvenile trees, and such shifts may be greater in light-demanding species than in their more shade-tolerant associates. To explore the physiological basis of such shifts, we measured juvenile light interception, carbon gain and growth of four subtropical Australian rainforest trees differing in shade tolerance, comparing individuals ranging from 13 to 238 cm in height, across a wide range of understory environments. We hypothesized that even in a standardized light environment, increasing sapling size would lead to declines in net daily carbon gain of foliage and relative growth rates (RGR) of all species, with declines more pronounced in light-demanding species. Crown architecture of individuals was recorded using a 3-dimensional digitizer, and the YPLANT program was used to estimate the self-shaded fraction of each crown and model net carbon gain. Increased sapling size caused a significant increase in self-shading, and significant declines in net daily carbon gain and RGR of light-demanding species, while such ontogenetic variations were minimal or absent in shade-tolerant species. Additionally, differences in the slope of the relationship between light and RGR led to crossovers in RGR among shade-tolerant and light-demanding species at low light. Our results show that the magnitude of ontogenetic variation in net daily carbon gain and RGR can be substantial and may depend on successional status, making it unsafe to assume that young seedling performance can be used to predict or model responses of larger juvenile trees.

Tolerance to herbivory and the resource availability hypothesis

The resource availability hypothesis (RAH), the most successful theory explaining plant defence patterns, predicts that defence investment is related to the relative growth rate (RGR) of plant species, which is associated with habitat quality. Thus, fast-growing species should show lower resistance than slow-growing species, which would lead fast growers to sustain higher herbivory rates, but the fitness consequences of herbivory would be greater for slow growers. The latter is often assumed but rarely tested. In a temperate rainforest, we tested the expected pattern of tolerance to herbivory derived from the RAH: that fast-growing species should be more tolerant than slow-growing species. We also evaluated whether other plant features covary with RGR (leaf lifespan, shade tolerance and leaf toughness) and thus could also contribute to the patterns of tolerance to herbivory. As expected, seedlings from tree species with higher RGR showed greater tolerance to herbivory. Among the three plant features included, only leaf lifespan showed a significant association with RGR, but RGR was the best predictor of tolerance. We argue that plant tolerance to herbivory must be evaluated to properly verify the assumptions of the RAH.

Biogeochemical and Ecomorphological Niche Segregation of Mediterranean Woody Species along a Local Gradient

According with niche theory the species are specialized in different ecological niches, being able to coexist as result of a differential use of resources. In this context, the biogeochemical niche hypothesis proposes that species have an optimal elemental composition which results from the link between the chemical and morphological traits for the optimum plant functioning. Thus, and attending to the limiting similarity concept, different elemental composition and plant structure among co-occurring species may reduce competition, promoting different functional niches. Different functional habits associated with leaf life-span or growth forms are associated with different strategies for resource uptake, which could promote niche partitioning. In the present study, based on the biogeochemical niche concept and the use of resources in different proportions, we have focused on leaf traits (morphological and chemical) associated with resource uptake, and explored the niche partitioning among functional habits: leaf life-span (deciduous, evergreen, and semideciduous) and growth (tree, shrub, and arborescent-shrub). To this end, we have quantified the hypervolume of the leaf functional trait space (both structure and chemical composition) in a sample of 45 Mediterranean woody species from Sierra Morena Mountains (Spain) growing along a local soil resource gradient. Our results show consistent variation in functional space for woody communities distributed along the environmental gradient. Thus, communities dominated by deciduous trees with faster growth and a predominant acquisitive strategy were characteristic of bottom forests and showed highest leaf biogeochemical space. While semideciduous shrubs and evergreen (arborescent, trees) species, characterized by a conservative strategy, dominated ridge forests and showed smaller functional space. In addition, within each topographical zone or environment type, the foliar biogeochemical niche partitioning would underlie the species ability to coexist by diverging on leaf nutrient composition and resource uptake. Lower niche overlap among functional habits were found, which support that different growth forms and leaf life-habits may facilitate the coexistence of the woody species and niche partitioning along and within the gradient.

Shade tolerance and herbivory are associated with RGR of tree species via different functional traits

Relative growth rate (RGR) plays an important role in plant adaptation to the light environment through the growth potential/survival trade-off. RGR is a complex trait with physiological and biomass allocation components. It has been argued that herbivory may influence the evolution of plant strategies to cope with the light environment, but little is known about the relation between susceptibility to herbivores and growth-related functional traits. Here, we examined in 11 evergreen tree species from a temperate rainforest the association between growth-related functional traits and (i) species' shade-tolerance, and (ii) herbivory rate in the field. We aimed at elucidating the differential linkage of shade and herbivory with RGR via growth-related functional traits. We found that RGR was associated negatively with shade-tolerance and positively with herbivory rate. However, herbivory rate and shade-tolerance were not significantly related. RGR was determined mainly by photosynthetic rate (A_max ) and specific leaf area (SLA). Results suggest that shade tolerance and herbivore resistance do not covary with the same functional traits. Whereas shade-tolerance was strongly related to A_max and to a lesser extent to leaf mass ratio (LMR) and dark respiration (R_d ), herbivory rate was closely related to allocation traits (SLA and LMR) and slightly associated with protein content. The effects of low light on RGR would be mediated by A_max , while the effects of herbivory on RGR would be mediated by SLA. Our findings suggest that shade and herbivores may differentially contribute to shape RGR of tree species through their effects on different resource-uptake functional traits.

Temperate rain forest species partition fine-scale gradients in light availability based on their leaf mass per area (LMA)

BACKGROUND AND AIMS

Ecologists are increasingly using plant functional traits to predict community assembly, but few studies have linked functional traits to species' responses to fine-scale resource gradients. In this study, it was tested whether saplings of woody species partition fine-scale gradients in light availability based on their leaf mass per area (LMA) in three temperate rain forests and one Mediterranean forest in southern Chile.

METHODS

LMA was measured under field conditions of all woody species contained in approx. 60 plots of 2 m² in each site, and light availability, computed as the gap light index (GLI), was determined. For each site, species' pairwise differences in mean LMA (Δ LMA) and abundance-weighted mean GLI (Δ light response) of 2 m² plots were calculated and it was tested whether they were positively related using Mantel tests, i.e. if species with different LMA values differed in their response to light availability. Additionally linear models were fitted to the relationship between plot-level mean LMA and GLI across plots for each site.

KEY RESULTS

A positive and significant relationship was found between species' pairwise differences in mean LMA and differences in light response across species for all temperate rain forests, but not for the Mediterranean forest. The results also indicated a significant positive interspecific link between LMA and light availability for all forests. This is in contrast to what is traditionally reported and to expectations from the leaf economics spectrum.

CONCLUSIONS

In environments subjected to light limitation, interspecific differences in a leaf trait (LMA) can explain the fine-scale partitioning of light availability gradients by woody plant species. This niche partitioning potentially facilitates species coexistence at the within-community level. The high frequency of evergreen shade-intolerant species in these forests may explain the positive correlation between light availability and LMA.

Are inter- and intraspecific variations of sapling crown traits consistent with a strategy promoting light capture in tropical moist forest?

Background and Aims Morphological variation in light-foraging strategies potentially plays important roles in efficient light utilization and carbon assimilation in spatially and temporally heterogeneous environments such as tropical moist forest understorey. By considering a suite of morphological traits at various hierarchical scales, we examined the functional significance of crown shape diversity and plasticity in response to canopy openness. Methods We conducted a field comparative study in French Guiana among tree saplings of 14 co-occurring species differing in light-niche optimum and breadth. Each leaf, axis or crown functional trait was characterized by a median value and a degree of plasticity expressed under contrasting light regimes. Key Results We found divergent patterns between shade-tolerant and heliophilic species on the one hand and between shade and sun plants on the other. Across species, multiple regression analysis showed that relative crown depth was positively correlated with leaf lifespan and not correlated with crown vertical growth rate. Within species displaying a reduction in crown depth in the shade, we observed that crown depth was limited by reduced crown vertical growth rate and not by accelerated leaf or branch shedding. In addition, the study provides contrasting examples of morphological multilevel plastic responses, which allow the maintenance of efficient foliage and enable effective whole-plant light capture in shaded conditions under a moderate vertical light gradient. Conclusions This result suggests that plastic adjustment of relative crown depth does not reflect a strategy maximizing light capture efficiency. Integrating and scaling-up leaf-level dynamics to shoot- and crown-level helps to interpret in functional and adaptive terms inter- and intraspecific patterns of crown traits and to better understand the mechanism of shade tolerance.

Transcriptomic analysis suggests a key role for SQUAMOSA PROMOTER BINDING PROTEIN LIKE, NAC and YUCCA genes in the heteroblastic development of the temperate rainforest tree Gevuina avellana (Proteaceae)

Heteroblasty, the temporal development of the meristem, can produce diverse leaf shapes within a plant. Gevuina avellana, a tree from the South American temperate rainforest shows strong heteroblasty affecting leaf shape, transitioning from juvenile simple leaves to highly pinnate adult leaves. Light availability within the forest canopy also modulates its leaf size and complexity. Here we studied how the interaction between the light environment and the heteroblastic progression of leaves is coordinated in this species. We used RNA-seq on the Illumina platform to compare the range of transcriptional responses in leaf primordia of G. avellana at different heteroblastic stages and growing under different light environments. We found a steady up-regulation of SQUAMOSA PROMOTER BINDING PROTEIN LIKE (SPL), NAC, YUCCA and AGAMOUS-LIKE genes associated with increases in age, leaf complexity, and light availability. In contrast, expression of TCP, TPR and KNOTTED1 homeobox genes showed a sustained down-regulation. Additionally, genes involved in auxin synthesis/transport and jasmonate activity were differentially expressed, indicating an active regulation of processes controlled by these hormones. Our large-scale transcriptional analysis of the leaf primordia of G. avellana sheds light on the integration of internal and external cues during heteroblastic development in this species.

Patterns of carbon storage in relation to shade tolerance in southern South American species

PREMISE OF THE STUDY

Carbon (C) allocation to storage in woody tissues at the expense of growth is thought to promote shade tolerance, yet few studies on the subject examined C storage during maximum growth and considered stand influences. I asked how C storage in different plant tissues relates to shade tolerance in temperate forests with contrasting climates and physiognomies, and whether relationships vary during the growing season.

METHODS

In the late spring and late summer, I harvested seedlings of eight species with contrasting light requirements from the understory of a cold rainforest and a Mediterranean forest in Chile. Nonstructural carbohydrate (NSC) concentrations and pools (i.e., biomass x NSC concentration) were determined in leaves, aboveground wood, and roots. The effects of shade tolerance and sampling date on the NSCs were analyzed for each forest and tissue with linear mixed-effects models.

KEY RESULTS

In both forests, concentrations of NSC and soluble sugars in woody tissues, as well as fractions of NSC in these tissues, were lower in shade tolerant than in shade intolerant species. For root NSC concentrations, these trends depended on the sampling date: in the late spring the concentrations were similar in shade tolerant and intolerant species, while in the late summer they were lower in shade tolerant species.

CONCLUSIONS

Shade tolerance is not linked to C storage in the two studied forests, suggesting that allocation to growth or defenses could be more advantageous for low light persistence. Alternatively, high levels of C storage could be also selected in shade intolerant species to face herbivory or drought.

Photosynthetic characteristics and light energy conversions under different light environments in five tree species occupying dominant status at different stages of subtropical forest succession

In order to reveal the mechanism of succession in subtropical forest along a light gradient, we investigated photosynthetic physiological responses to three light environments in five tree species including a pioneer species Pinus massoniana Lamb., two mid-successional species Schima superba Gardn. et Champ. and Castanopsis fissa (Champ. ex Benth.) Rehd. et Wils., and two late-successional species Cryptocarya concinna Hance. and Acmena acuminatissima (BI.) Merr et Perry) that were selected from Dinghu Mountain subtropical forest, South China. Results showed that, among the three kinds of species in all light conditions (100%, 30% and 12% of full sunlight), the pioneer species had the highest photosynthetic capacity (Amax), light saturation point (LSP), carboxylation efficiency (CE) and maximum utilisation rate of triose phosphate (TPU) that characterised a strong photosynthetic capacity and high carbon dioxide uptake efficiency. However, a higher light compensation point (LCP) and dark respiration (Rd) as well as lower apparent quantum yield (AQY) indicated that the pioneer specie cannot adapt to low light conditions. Mid-successional species had photosynthetic characteristics in between pioneer and late-successional species, but had the greatest effective quantum yield of PSII (ΦPSII) and light use efficiency (LUE, expressed in terms of photosynthesis). In contrast to pioneer and mid-successional species, late-successional species had lower photosynthetic capacity and carbon uptake efficiency, but higher shade tolerance and high-light heat dissipation capacity, as characterised by higher levels of total xanthophyll cycle pigments (VAZ) and de-epoxidation state of xanthophyll cycle (DEPs). These results indicate that photosynthetic capacity decreases along the successional axis and that late-successional species have more responsive heat dissipation capability to compensate for their inferior photosynthetic capacity.

Traits associated with nutrient impoverishment and shade-tolerance in tree juveniles of three Bornean rain forests with contrasting nutrient availability

In this study, we tested the hypothesis that functional traits associated with nutrient impoverishment contribute to enhancing shade-tolerance (survival at low light) for the juveniles of canopy tree species in Bornean rain forests. To test the hypothesis, survival and functional traits (biomass allocation, leaf dynamics and foliar nutrient concentration) were investigated as a function of light conditions for saplings of 13 species in three forests with different levels of nutrient availability. As predicted by the hypothesis, the species in the severely nutrient-poor site (a tropical heath forest on nutrient-poor soils) showed greater shade-tolerance (>91% survival for 8 mo at 5% global site factor) than in the other two sites (mixed dipterocarp forests) (54–87% survival). Across the species, greater shade-tolerance was associated with a higher biomass allocation to roots, a slower leaf production and a higher foliar C concentration, which are considered as C-conservation traits under nutrient impoverishment. These results suggest that the juveniles of the canopy species occurring on nutrient-poor soils can enhance shade-tolerance by the same mechanisms as the adaptation to nutrient impoverishments. Tree species in nutrient-poor environments may be selected for surviving also in shaded conditions.

The effect of irradiance on the carbon balance and tissue characteristics of five herbaceous species differing in shade-tolerance

The carbon balance is defined here as the partitioning of daily whole-plant gross CO2 assimilation (A) in C available for growth and C required for respiration (R). A scales positively with growth irradiance and there is evidence for an irradiance dependence of R as well. Here we ask if R as a fraction of A is also irradiance dependent, whether there are systematic differences in C-balance between shade-tolerant and shade-intolerant species, and what the causes could be. Growth, gas exchange, chemical composition and leaf structure were analyzed for two shade-tolerant and three shade-intolerant herbaceous species that were hydroponically grown in a growth room at five irradiances from 20 μmol m(-2) s(-1) (1.2 mol m(-2) day(-1)) to 500 μmol m(-2) s(-1) (30 mol m(-2) day(-1)). Growth analysis showed little difference between species in unit leaf rate (dry mass increase per unit leaf area) at low irradiance, but lower rates for the shade-tolerant species at high irradiance, mainly as a result of their lower light-saturated rate of photosynthesis. This resulted in lower relative growth rates in these conditions. Daily whole-plant R scaled with A in a very tight manner, giving a remarkably constant R/A ratio of around 0.3 for all but the lowest irradiance. Although some shade-intolerant species showed tendencies toward a higher R/A and inefficiencies in terms of carbon and nitrogen investment in their leaves, no conclusive evidence was found for systematic differences in C-balance between the shade-tolerant and intolerant species at the lowest irradiance. Leaf tissue of the shade-tolerant species was characterized by high dry matter percentages, C-concentration and construction costs, which could be associated with a better defense in shade environments where leaf longevity matters. We conclude that shade-intolerant species have a competitive advantage at high irradiance due to superior potential growth rates, but that shade-tolerance is not necessarily associated with a better C-balance at low irradiance. Under those conditions tolerance to other stresses is probably more important for the performance of shade-tolerant species.

Trait-based tests of coexistence mechanisms

Recent functional trait studies have shown that trait differences may favour certain species (environmental filtering) while simultaneously preventing competitive exclusion (niche partitioning). However, phenomenological trait-dispersion analyses do not identify the mechanisms that generate niche partitioning, preventing trait-based prediction of future changes in biodiversity. We argue that such predictions require linking functional traits with recognised coexistence mechanisms involving spatial or temporal environmental heterogeneity, resource partitioning and natural enemies. We first demonstrate the limitations of phenomenological approaches using simulations, and then (1) propose trait-based tests of coexistence, (2) generate hypotheses about which plant functional traits are likely to interact with particular mechanisms and (3) review the literature for evidence for these hypotheses. Theory and data suggest that all four classes of coexistence mechanisms could act on functional trait variation, but some mechanisms will be stronger and more widespread than others. The highest priority for future research is studies of interactions between environmental heterogeneity and trait variation that measure environmental variables at within-community scales and quantify species' responses to the environment in the absence of competition. Evidence that similar trait-based coexistence mechanisms operate in many ecosystems would simplify biodiversity forecasting and represent a rare victory for generality over contingency in community ecology.

Disturbance regimes, gap-demanding trees and seed mass related to tree height in warm temperate rain forests worldwide

For tropical lowland rain forests, Denslow (1987) hypothesized that in areas with large-scale disturbances tree species with a high demand for light make up a larger proportion of the flora; results of tests have been inconsistent. There has been no test for warm temperate rain forests (WTRFs), but they offer a promising testing ground because they differ widely in the extent of disturbance. WTRF is dominated by microphylls sensu Raunkiaer and has a simpler structure and range of physiognomy than tropical or subtropical rain forests. It occurs in six parts of the world: eastern Asia, New Zealand, Chile, South Africa, SE Australia and the Azores. On the Azores it has been mostly destroyed, so we studied instead the subtropical montane rain forest (STMRF) on the Canary Islands which also represents a relict of the kind of WTRF that once stretched across southern Eurasia. We sought to find whether in these six regions the proportion of tree species needing canopy gaps for establishment reflects the frequency and/or extent of canopy disturbance by wind, landslide, volcanic eruptions (lava flow and ash fall), flood or fire. We used standard floras and ecological accounts to draw up lists of core tree species commonly reaching 5 m height. We excluded species which are very rare, very localized in distribution, or confined to special habitats, e.g. coastal forests or rocky sites. We used published accounts and our own experience to classify species into three groups: (1) needing canopy gaps for establishment; (2) needing either light shade throughout or a canopy gap relatively soon (a few months or years) after establishment; and (3) variously more shade-tolerant. Group 1 species were divided according the kind of canopy opening needed: tree-fall gap, landslide, lava flow, flood or fire. Only some of the significant differences in proportion of Group 1 species were consistent with differences in the extent of disturbance; even in some of those cases other factors seem likely to have had a major determining influence during evolution. We also sought to determine whether the species that are at least 'short-term persistent' in the soil seed bank (lasting 2-4 years) are all species needing canopy gaps for establishment. The answer was negative; large numbers of seeds of some shade-tolerants accumulate in the soil, and these species are able to benefit from soil disturbance in deep shade. We found a significant and strong positive relationship in Japan between mean seed mass and mature tree height, a weak positive relationship in New Zealand and no relationship in any of the other four regions. When comparing the seed mass values of Group 1 and Group 3 species we obtained different answers depending on whether or not we confined ourselves to taxonomically controlled contrasts. In only two of the four regions with an appreciable number of species in Group 1 is the mean seed mass of such species significantly lower than that of Group 3 species when taxonomic relatedness is ignored.

Light requirements of Australian tropical vs. cool-temperate rainforest tree species show different relationships with seedling growth and functional traits

BACKGROUND AND AIMS

A trade-off between shade tolerance and growth in high light is thought to underlie the temporal dynamics of humid forests. On the other hand, it has been suggested that tree species sorting on temperature gradients involves a trade-off between growth rate and cold resistance. Little is known about how these two major trade-offs interact.

METHODS

Seedlings of Australian tropical and cool-temperate rainforest trees were grown in glasshouse environments to compare growth versus shade-tolerance trade-offs in these two assemblages. Biomass distribution, photosynthetic capacity and vessel diameters were measured in order to examine the functional correlates of species differences in light requirements and growth rate. Species light requirements were assessed by field estimation of the light compensation point for stem growth.

RESULTS

Light-demanding and shade-tolerant tropical species differed markedly in relative growth rates (RGR), but this trend was less evident among temperate species. This pattern was paralleled by biomass distribution data: specific leaf area (SLA) and leaf area ratio (LAR) of tropical species were significantly positively correlated with compensation points, but not those of cool-temperate species. The relatively slow growth and small SLA and LAR of Tasmanian light-demanders were associated with narrow vessels and low potential sapwood conductivity.

CONCLUSIONS

The conservative xylem traits, small LAR and modest RGR of Tasmanian light-demanders are consistent with selection for resistance to freeze-thaw embolism, at the expense of growth rate. Whereas competition for light favours rapid growth in light-demanding trees native to environments with warm, frost-free growing seasons, frost resistance may be an equally important determinant of the fitness of light-demanders in cool-temperate rainforest, as seedlings establishing in large openings are exposed to sub-zero temperatures that can occur throughout most of the year.

Phenotypic selection on leaf functional traits of two congeneric species in a temperate rainforest is consistent with their shade tolerance

Several studies across species have linked leaf functional traits with shade tolerance. Because evolution by natural selection occurs within populations, in order to explain those interspecific patterns it is crucial to examine variation of traits associated with shade tolerance and plant fitness at an intraspecific scale. In a southern temperate rainforest, two climbing plant species coexist but differ in shade tolerance. Whereas Luzuriaga radicans is most abundant in the shaded understory, L. polyphylla typically occurs in intermediate light environments. We carried out an intraspecific approach to test the hypothesis of differential selection patterns in relation to shade tolerance in these congeneric species. The probability of showing reproductive structures increased with specific leaf area (SLA) in L. polyphylla, and decreased with dark respiration in L. radicans. When reproductive output of fertile individuals was the fitness variable, we detected positive directional selection on SLA in L. polyphylla, and negative directional selection on dark respiration and positive directional selection on leaf size in L. radicans. Total light radiation differed between the microsites where the Luzuriaga species were sampled in the old-growth forest understory. Accordingly, L. radicans had a lower minimum light requirement and showed fertile individuals in darker microsites. L. radicans showed lower dark respiration, higher chlorophyll content, and greater leaf size and SLA than L. polyphylla. Results suggest that in more shade-tolerant species, established in the darker microsites, selection would favor functional traits minimizing carbon losses, while in less shade-tolerant species, plants displaying leaf traits enhancing light capture would be selected.

Herbivores modify selection on plant functional traits in a temperate rainforest understory

There is limited evidence regarding the adaptive value of plant functional traits in contrasting light environments. It has been suggested that changes in these traits in response to light availability can increase herbivore susceptibility. We tested the adaptive value of plant functional traits linked with carbon gain in contrasting light environments and also evaluated whether herbivores can modify selection on these traits in each light environment. In a temperate rainforest, we examined phenotypic selection on functional traits in seedlings of the pioneer tree Aristotelia chilensis growing in sun (canopy gap) and shade (forest understory) and subjected to either natural herbivory or herbivore exclusion. We found differential selection on functional traits depending on light environment. In sun, there was positive directional selection on photosynthetic rate and relative growth rate (RGR), indicating that selection favors competitive ability in a high-resource environment. Seedlings with high specific leaf area (SLA) and intermediate RGR were selected in shade, suggesting that light capture and conservative resource use are favored in the understory. Herbivores reduced the strength of positive directional selection acting on SLA in shade. We provide the first demonstration that natural herbivory rates can change the strength of selection on plant ecophysiological traits, that is, attributes whose main function is resource uptake. Research addressing the evolution of shade tolerance should incorporate the selective role of herbivores.

Ecophysiological traits may explain the abundance of climbing plant species across the light gradient in a temperate rainforest

Climbing plants are a key component of rainforests, but mechanistic approaches to their distribution and abundance are scarce. In a southern temperate rainforest, we addressed whether the dominance of climbing plants across light environments is associated with the expression of ecophysiological traits. In mature forest and canopy gaps, we measured leaf size, specific leaf area, photosynthetic rate, and dark respiration in six of the most abundant woody vines. Mean values of traits and their phenotypic change (%) between mature forest and canopy gaps were predictor variables. Leaf size and specific leaf area were not significantly associated with climbing plant dominance. Variation in gas-exchange traits between mature forest and canopy gaps explained, at least partly, the dominance of climbers in this forest. A greater increase in photosynthetic rate and a lower increase in dark respiration rate when canopy openings occur were related to the success of climbing plant species. Dominant climbers showed a strategy of maximizing exploitation of resource availability but minimizing metabolic costs. Results may reflect phenotypic plasticity or genetic differentiation in ecophysiological traits between light environments. It is suggested that the dominant climbers in this temperate rainforest would be able to cope with forest clearings due to human activities.

Ontogeny, understorey light interception and simulated carbon gain of juvenile rainforest evergreens differing in shade tolerance

BACKGROUND AND AIMS

A long-running debate centres on whether shade tolerance of tree seedlings is mainly a function of traits maximizing net carbon gain in low light, or of traits minimizing carbon loss. To test these alternatives, leaf display, light-interception efficiency, and simulated net daily carbon gain of juvenile temperate evergreens of differing shade tolerance were measured, and how these variables are influenced by ontogeny was queried.

METHODS

The biomass distribution of juveniles (17-740 mm tall) of seven temperate rainforest evergreens growing in low (approx. 4 %) light in the understorey of a second-growth stand was quantified. Daytime and night-time gas exchange rates of leaves were also determined, and crown architecture was recorded digitally. YPLANT was used to model light interception and carbon gain.

RESULTS

An index of species shade tolerance correlated closely with photosynthetic capacities and respiration rates per unit mass of leaves, but only weakly with respiration per unit area. Accumulation of many leaf cohorts by shade-tolerant species meant that their ratios of foliage area to biomass (LAR) decreased more gradually with ontogeny than those of light-demanders, but also increased self-shading; this depressed the foliage silhouette-to-area ratio (STAR), which was used as an index of light-interception efficiency. As a result, displayed leaf area ratio (LAR(d) = LAR × STAR) of large seedlings was not related to species shade tolerance. Self-shading also caused simulated net daily carbon assimilation rates of shade-tolerant species to decrease with ontogeny, leading to a negative correlation of shade tolerance with net daily carbon gain of large (500 mm tall) seedlings in the understorey.

CONCLUSIONS

The results suggest that efficiency of energy capture is not an important correlate of shade tolerance in temperate rainforest evergreens. Ontogenetic increases in self-shading largely nullify the potential carbon gain advantages expected to result from low respiration rates and long leaf lifespans in shade-tolerant evergreens. The main advantage of their long-lived leaves is probably in reducing the costs of crown maintenance.

Ecological filtering by a dominant herb selects for shade tolerance in the tree seedling community of coastal dune forest

The regeneration niche is commonly partitioned along a gradient from shade-tolerant to shade-intolerant species to explain plant community assembly in forests. We examined the shade tolerance of tree seedlings in a subtropical coastal forest to determine whether the ecological filtering effect of a dominant, synchronously monocarpic herb (Isoglossa woodii) selects for species at either end of the light response continuum during the herb's vegetative and reproductive phases. Photosynthetic characteristics of seedlings of 20 common tree species and the herb were measured. Seedlings were grown in the greenhouse at 12-14% irradiance, and their light compensation points measured using an open-flow gas exchange system. The light compensation points for the tree species were low, falling within a narrow range from 2.1 ± 0.8 μmol m(-2) s(-1) in Celtis africana to 6.4 ± 0.7 μmol m(-2) s(-1) in Allophylus natalensis, indicating general shade tolerance, consistent with a high and narrow range of apparent quantum yield among species (0.078 ± 0.002 mol CO(2) mol(-1) photon). Rates of dark respiration were significantly lower in a generalist pioneer species (Acacia karroo) than in a forest pioneer (C. africana), or in late successional phase forest species. We argue that the general shade tolerance, and phenotypic clustering of shade tolerance, in many tree species from several families in this system, is a result of ecological filtering by the prevailing low light levels beneath the I. woodii understorey, which excludes most light-demanding species from the seedling community.

Herbivory on temperate rainforest seedlings in sun and shade: resistance, tolerance and habitat distribution

Differential herbivory and/or differential plant resistance or tolerance in sun and shade environments may influence plant distribution along the light gradient. Embothrium coccineum is one of the few light-demanding tree species in the temperate rainforest of southern South America, and seedlings are frequently attacked by insects and snails. Herbivory may contribute to the exclusion of E. coccineum from the shade if 1) herbivory pressure is greater in the shade, which in turn can result from shade plants being less resistant or from habitat preferences of herbivores, and/or 2) consequences of damage are more detrimental in the shade, i.e., shade plants are less tolerant. We tested this in a field study with naturally established seedlings in treefall gaps (sun) and forest understory (shade) in a temperate rainforest of southern Chile. Seedlings growing in the sun sustained nearly 40% more herbivore damage and displayed half of the specific leaf area than those growing in the shade. A palatability test showed that a generalist snail consumed ten times more leaf area when fed on shade leaves compared to sun leaves, i.e., plant resistance was greater in sun-grown seedlings. Herbivore abundance (total biomass) was two-fold greater in treefall gaps compared to the forest understory. Undamaged seedlings survived better and showed a slightly higher growth rate in the sun. Whereas simulated herbivory in the shade decreased seedling survival and growth by 34% and 19%, respectively, damaged and undamaged seedlings showed similar survival and growth in the sun. Leaf tissue lost to herbivores in the shade appears to be too expensive to replace under the limiting light conditions of forest understory. Following evaluations of herbivore abundance and plant resistance and tolerance in contrasting light environments, we have shown how herbivory on a light-demanding tree species may contribute to its exclusion from shade sites. Thus, in the shaded forest understory, where the seedlings of some tree species are close to their physiological tolerance limit, herbivory could play an important role in plant establishment.

Reconciling species-level vs plastic responses of evergreen leaf structure to light gradients: shade leaves punch above their weight

*When grown in a common light environment, the leaves of shade-tolerant evergreen trees have a larger leaf mass per unit area (LMA) than their light-demanding counterparts, associated with differences in lifespan. Yet plastic responses of LMA run counter to this pattern: shade leaves have smaller LMA than sun leaves, despite often living longer. *We measured LMA and cell wall content, and conducted punch and shear tests, on sun and shade leaves of 13 rainforest evergreens of differing shade tolerance, in order to understand adaptation vs plastic responses of leaf structure and biomechanics to shade. *Species shade tolerance and leaf mechanical properties correlated better with cell wall mass per unit area than with LMA. Growth light environment had less effect on leaf mechanics than on LMA: shade leaves had, on average, 40% lower LMA than sun leaves, but differences in work-to-shear, and especially force-to-punch, were smaller. This was associated with a slightly larger cell wall fraction in shade leaves. *The persistence of shade leaves might reflect unattractiveness to herbivores because they yield smaller benefits (cell contents per area) per unit fracture force than sun leaves. In forest trees, cell wall fraction and force-to-punch are more robust correlates of species light requirements than LMA.