Differentiation in the water-use strategies among oak species from central Mexico

Water-use strategies in pines and oaks across biomes are modulated by soil water availability

Quercus and Pinus are amongst the most economically and ecologically relevant genera of woody species across northern hemisphere forests. Mixed pine-oak woodlands are also abundant in temperate and Mediterranean regions. The recent shift towards dominance of oaks to the detriment of pines-reported in several regions-could be partly driven by differential drought responses between genera and associated with climate change. In this study, we synthesize water-use strategies across pine and oak species globally to elucidate whether water-saver and water-spender strategies are consistently found for pines and oak species, respectively, and to what extent these strategies are determined by species traits and site characteristics. Pines showed a water-saver strategy when soils are dry but a comparatively water-spender strategy when soils are wet. These patterns still hold when pines and oaks grow in the same site and thus are not affected by species interactions between them. Oak species have higher stem hydraulic conductivity and a deeper maximum rooting depth, supporting their higher capacity to withdraw soil water. Water-use regulation was more related to traits in pines, showing more water-spender strategies at low absolute values of predawn leaf water potentials, without necessarily increasing hydraulic risk, as a result of adjustments in sapwood-to-leaf area ratio (Huber value) and xylem hydraulic conductivity. Climate and vegetation structure were more related to water-use strategies in pines than in oaks. Our results show that-despite these trait adjustments-drought severely constrains water (and carbon) acquisition in pines, which would tend to favour oak species in drought-prone environments.

Landscape-level variation in spring leaf phenology is driven by precipitation seasonality in the Mexican red oak Quercus castanea

Water availability is one of the essential factors that determine the distribution of plant species, as well as their ecological strategies. The study of leaf phenology, in conjunction with other leaf traits of an ecological nature, such as functional traits, makes it possible to determine the life history strategies of plant species and their variation along environmental gradients, which in turn influences the demographic rates of populations. In the present study, we analysed the effect of water availability at the landscape scale on spring leaf phenology and foliar traits such as leaf mass per area (LMA) and leaf thickness (LT) in the oak species Quercus castanea from a tropical latitude in central-western Mexico. Six sites were selected in the Cuitzeo basin, Michoacán, across a water availability gradient, ranging from 766 mm to 1145 mm of mean annual precipitation. Leaf samples were collected from 10 adult trees at each site and LT and LMA were estimated. Leaf phenology was monitored for each tree every two weeks between March and July for two consecutive years, 2021 and 2022, alongside soil moisture measurements. Temperature and precipitation variables for the two study years were obtained from meteorological stations and long-term bioclimatic variables from the Worldclim database. Significant spatial and temporal variation in leaf phenology was observed. Earlier leaf development and shorter development times were observed with increased soil moisture in March and April, and with higher precipitation in October of the previous year. Also, sites with long-term higher precipitation seasonality and with lower precipitation of the warmest quarter showed longer development times. A positive association between development times and leaf thickness was also observed. Quercus castanea shows a brevideciduous leaf phenology but with significant variation among populations, reflecting spatiotemporal mosaics of environmental and genetic variation and in covariation with leaf functional traits such as leaf thickness.

Effects of drought hardening on the carbohydrate dynamics of Quercus acutissima seedlings under successional drought

Introduction

As precipitation patterns are predicted to become increasingly erratic, the functional maintenance of warm-temperate forests constitutes a key challenge for forest managers. In this study, 2-year-old Quercus acutissima seedlings were selected to elucidate the mechanisms whereby they respond to soil water fluctuations and the drought hardening effects on plant carbohydrate dynamics.

Methods

Seedlings were trained under different soil water conditions for 2 months: drought (D), well-watered (W), 1-month drought and then 1-month well-watered (D-W), and 1-month well-watered and then 1-month drought (W-D). The functional traits involved in water- and carbon-use strategies were explored at the end of the hardening period. Compared with seedlings in group W, seedlings in groups D, D-W, and W-D had increased potential for carbon uptake (i.e., light saturated point, maximum ribulose-1,5-bisphosphate (RuBP) saturated rate, and electron transport rate) and water uptake (i.e., fine root-to-coarse root ratio) and downregulated growth and mitochondrial respiration to decrease carbon consumption. After water fluctuation hardening, we performed a successional dry-down experiment for 1 month to detect carbohydrate dynamics and explore the acclimation caused by prior hardening.

Results and discussion

Our results revealed that there were more soluble sugars allocated in the leaves and more starch allocated in the stems and roots of seedlings hardened in the D, W-D, and D-W treatments than that of seedlings hardened in the W treatment. No significant changes in total non-structural carbohydrates were found. In addition, we found near-zero (seedlings trained by D and D-W treatments) or negative (seedlings trained by W-D treatment) growth of structural biomass at the end of the dry-down experiment, which was significantly lower than that of W-hardened seedlings. This suggests that there was a shift in allocation patterns between carbon storage and growth under recurrent soil drought, which can be strengthened by drought memory. We conclude that Q. acutissima seedlings adjusted water- and carbon-use strategies in response to water fluctuations, whereas stress memory can enhance their overall performance in reoccurring drought. Therefore, taking advantage of stress memory is a promising management strategy in forest nurseries, and drought-trained seedlings might be more suitable for afforestation practices in sites characterized by fluctuating soil water content, considering the ongoing global climatic changes.

Stem hydraulic conductivity and embolism resistance of Quercus species are associated with their climatic niche

The hydraulic traits of a plant species may reflect its climate adaptations. Southwest China is considered as a biodiversity hotpot of the genus Quercus (oak). However, the hydraulic adaptations of Asian oaks to their climate niches remain unclear. Ten common garden-grown oak species with distinct natural distributions in eastern Asia were used to determine their stem xylem embolism resistance (water potential at 50% loss of hydraulic conductivity, P50), stem hydraulic efficiency (vessel anatomy and sapwood specific hydraulic conductivity (Ks)) and leaf anatomical traits. We also compiled four key functional traits: wood density, hydraulic-weighted vessel diameter, Ks and P50 data for 31 oak species from previous literature. We analyzed the relationship between hydraulic traits and climatic factors over the native ranges of 41 oak species. Our results revealed that the 10 Asian oak species, which are mainly distributed in humid subtropical habitats, possessed a stem xylem with low embolism resistance and moderate hydraulic efficiency. The deciduous and evergreen species of the 10 Asian oaks differed in the stem and leaf traits related to hydraulic efficiency. Ks differed significantly between the two phenological groups (deciduous and evergreens) in the 41-oak dataset. No significant difference in P50 between the two groups was found for the 10 Asian oaks or the 41-oak dataset. The oak species that can distribute in arid habitats possessed a stem xylem with high embolism resistance. Ks negatively related to the humidity of the native range of the 10 Asian oaks, but showed no trend when assessing the entire global oak dataset. Our study suggests that stem hydraulic conductivity and embolism resistance in Quercus species are shaped by their climate niche. Our findings assist predictions of oak drought resistance with future climate changes for oak forest management.

Defining plant ecological specialists and generalists: Building a framework for identification and classification

Specialization is a widespread but highly ambiguous and context-dependent ecological concept. This quality makes comparisons across related studies difficult and makes associated terms such as "specialist" and "generalist" scientifically obscure. Here, we present a metric-based framework to quantify specialization in 141 Quercus species using functional traits, biogeography, and species interactions. Rankings of specialization based on five metrics were used to answer questions about how specialization is used colloquially (i.e., individual species assessment by experts) and influenced by phylogenetics (Ancestral Character State Reconstruction, Automatic Shift Detection), biogeography (patterns of clustering by region and with climate), and species threat level (IUCN Red List). Metric-based ranking can be representative of specialization in a consistent and practical manner, correlating with IUCN Red List data, and the mean scores of individual expert assessments. Specialization is shown to be highly correlated with precipitation seasonality and only moderately influenced by evolutionary history. Data-deficient species were more likely to be highly specialized, and higher specialization was positively correlated with greater IUCN threat level. Frameworks for characterizing specialization and generalization can be done using metric ranking and can turn concepts that are often unclear into a definitive system. Metric-based rankings of specialization can also be used to reveal interesting insights about a clade's evolutionary history and geographic distribution when paired with the related phylogenetic and geographic data. Metric-based rankings can be applied to other systems and be a valuable tool for identifying species at risk and in need of conservation.

Defining Conservation Priorities for Oak Forests in Central Mexico Based on Networks of Connectivity

Connectivity is a landscape property that promotes gene flow between organisms located in different patches of habitat and provides a way to reduce habitat loss by maintaining flux of organisms through the landscape; it is an important factor for conservation decisions. In this study, we evaluated the structural and functional connectivity among 510 oak forest remnants in a basin in central Mexico by modeling the potential distribution of seven oak species that inhabit in it. The structural and functional connectivity of oak forest remnants was estimated by graph theory. Distribution models for all the oak species had a good level of predictability, showing that 53.16% of the basin is suitable for oaks. The importance for connectivity varied between the remnant forests. Large forest fragments had the highest values of connectivity, and small forest fragments acted as steppingstones favoring the movement of organisms among fragments. In the southern region of the basin, connected remnant forests had conformed to a large network, but in the northern region, the remnant forests were mostly isolated. Conservation of oak forests in this basin requires protection for remaining patches by preserving both large and small ones and restoring biological corridors to reduce the isolation of forest fragments.

Where should China practice forestry in a warming world?

As a nature-based and cost-effective solution, forestation plays a crucial role in combating global warming, biodiversity collapse, environmental degradation, and global well-being. Although China is acknowledged as a global leader of forestation and has achieved considerable overall success in environmental improvements through mega-forestation programs, many negative effects have also emerged at local scales due to the planting of maladapted tree species. To better help achieve carbon neutrality and the new vision of an ecological civilization, China has committed to further increase forestation. However, where forestation lands and such efforts should really be located is not so well understood yet and agreed upon, especially in the face of rapid climate change. Based on an ensemble-learning machine, we predicted the spatial habitats (ecological niche) of the forest, grassland, shrubland, and desert under present and future climate conditions based on the natural climax vegetation distribution across China. We show that the potential forestation lands are mainly located in eastern China, which is east of the Hu Line (also known as the Heihe-Tengchong Line). Under future climate change, forests will shift substantially in the latitudinal, longitudinal, and elevational distribution. Potential forestation lands will increase by 33.1 million hectares through the 2070s, mainly due to the conversions of shrub and grassland to forests along the Hu Line. Our prediction map also indicates that grassland rehabilitation is the universal optimal vegetation restoration strategy in areas west of the Hu Line. This analysis is consistent with much of the observed evidence of forestation failures and recent climate-change-induced forest range shifts. Our results provide an overview and further show the importance of adaptive science-based forestation planning and forest management.

Effects of Water Availability on the Relationships Between Hydraulic and Economic Traits in the Quercus wutaishanica Forests

Water availability is a key environmental factor affecting plant species distribution, and the relationships between hydraulic and economic traits are important for understanding the species' distribution patterns. However, in the same community type but within different soil water availabilities, the relationships in congeneric species remain ambiguous. In northwest China, Quercus wutaishanica forests in the Qinling Mountains (QM, humid region) and Loess Plateau (LP, drought region) have different species composition owing to contrasting soil water availability, but with common species occurring in two regions. We analyzed eight hydraulic traits [stomatal density (SD), vein density (VD), wood specific gravity (WSG_branch), lower leaf area: sapwood area (Al: As), stomatal length (SL), turgor loss point (Ψ_Tlp), maximum vessel diameter (Vd_max) and height (Height)] and five economic traits [leaf dry matter content (LDMC), leaf tissue density (TD), leaf dry mass per area (LMA), Leaf thickness (LT) and maximum net photosynthetic rate (P_max)] of congeneric species (including common species and endemic species) in Q. wutaishanica forests of QM and LP. We explored whether the congeneric species have different economic and hydraulic traits across regions. And whether the relationship between hydraulic and economic traits was determined by soil water availability, and whether it was related to species distribution and congeneric endemic species composition of the same community. We found that LP species tended to have higher SD, VD, WSG_branch, Al: As, SL, Ψ_Tlp and Vd_max than QM species. There was a significant trade-off between hydraulic efficiency and safety across congeneric species. Also, the relationships between hydraulic and economic traits were closer in LP than in QM. These results suggested that relationships between hydraulic and economic traits, hydraulic efficiency and safety played the role in constraining species distribution across regions. Interestingly, some relationships between traits changed (from significant correlation to non-correlation) in common species across two regions (from LP to QM), but not in endemic species. The change of these seven pairs of relationships might be a reason for common species' wide occurrence in the two Q. wutaishanica forests with different soil water availability. In drought or humid conditions, congeneric species developed different types of adaptation mechanisms. The study helps to understand the environmental adaptive strategies of plant species, and the results improve our understanding of the role of both hydraulic and economic traits during community assembly.

The role of wood anatomical traits in the coexistence of oak species along an environmental gradient

Oaks (Quercus) are a dominant woody plant genus in the northern hemisphere, which occupy a wide range of habitats and are ecologically diverse. We analysed the wood anatomical traits, the variables derived and the relative hydraulic conductivity of 21 oak species to identify their performance according to abiotic factors, leaf phenological patterns and phylogenetic restrictions by analysing the interspecific variation along an environmental gradient. First, we determine the causes of anatomical trait variation in the oaks, analysing the functional trade-offs related to distribution along the environmental gradient. We measure the phenotypic plasticity of the anatomical traits to determine the role of environment and geographic distance in the range of phenotypic plasticity. Second, we examined if oaks co-occurred along the environmental gradient. Then we analysed if wood anatomical traits reflect differences among their phylogenetic section, leaf habit and a phylogenetic section/leaf habit category. Last, we tested the phylogenetic signal. Our results showed that vessel diameter, vessel frequency, wood density and relative hydraulic conductivity are the main axes of trait variation in the species analysed among leaf habit categories. The aridity index and seasonal precipitation drive the variation in the analysed traits. Higher environmental distance resulted in a higher relative distance plasticity index among traits. Co-occurrence of oak species with different leaf habits and phylogenetic trajectories may promote complementary resource acquisition. The phylogenetic signal in the oak species studied was low, which implies labile wood traits.

Specific leaf metabolic changes that underlie adjustment of osmotic potential in response to drought by four Quercus species

Osmotic adjustment is almost ubiquitous as a mechanism of response to drought in many forest species. Recognized as an important mechanism of increasing turgor under water stress, the metabolic basis for osmotic adjustment has been described in only a few species. We set an experiment with four species of the genus Quercus ranked according to drought tolerance and leaf habit from evergreen to broad-leaved deciduous. A cycle of watering deprivation was imposed on seedlings, resulting in well-watered (WW) and water-stressed (WS) treatments, and their water relations were assessed from pressure-volume curves. Leaf predawn water potential (Ψpd) significantly decreased in WS seedlings, which was followed by a drop in leaf osmotic potential at full turgor (Ψπ100). The lowest values of Ψπ100 followed the ranking of decreasing drought tolerance: Quercus ilex L. < Quercus faginea Lam. < Quercus pyrenaica Willd. < Quercus petraea Matt. Liebl. The leaf osmotic potential at the turgor loss point (ΨTLP) followed the same pattern as Ψπ100 across species and treatments. The pool of carbohydrates, some organic acids and cyclitols were the main osmolytes explaining osmotic potential across species, likewise to the osmotic adjustment assessed from the decrease in leaf Ψπ100 between WW and WS seedlings. Amino acids were very responsive to WS, particularly γ-aminobutyric acid in Q. pyrenaica, but made a relatively minor contribution to osmotic potential compared with other groups of compounds. In contrast, the cyclitol proto-quercitol made a prominent contribution to the changes in osmotic potential regardless of watering treatment or species. However, different metabolites, such as quinic acid, played a more important role in osmotic adjustment in Q. ilex, distinguishing it from the other species studied. In conclusion, while osmotic adjustment was present in all four Quercus species, the molecular processes underpinning this response differed according to their phylogenetic history and specific ecology.

Leaf Habit and Stem Hydraulic Traits Determine Functional Segregation of Multiple Oak Species along a Water Availability Gradient

Oaks are a dominant woody plant genus in the northern hemisphere that occupy a wide range of habitats and are ecologically diverse. We implemented a functional trait approach that included nine functional traits related to leaves and stems in order to explain the species coexistence of 21 oak species along a water availability gradient in a temperate forest in Mexico. This particular forest is characterized as a biodiversity hotspot, with many oak species including some endemics. Our main aim was to investigate whether the different oak species had specific trait associations that allow them to coexist along an environmental gradient at regional scale. First, we explored trait covariation and determined the main functional dimensions in which oaks were segregated. Second, we explored how environmental variation has selected for restricted functional dimensions that shape oak distributions along the gradient, regardless of their leaf life span or phylogeny (section level). Third, we quantified the niche overlap between the oak functional spaces at different levels. The analyzed species showed three functional dimensions of trait variation: a primary axis related to the leaf economic spectrum, which corresponds to the segregation of the species according to leaf habit; a second axis that reflects the stem hydraulic properties and corresponds to species segregation followed by phylogenetic segregation, reflecting some degree of trait conservatism, and a third axis, represented mainly by leaf area and plant height, that corresponds to species segregation. Finally, our findings indicated that the functional space measured with leaf traits and stem traits such as hydraulic capacity was integrally linked to niche differentiation. This linkage suggests that the earliest mechanism of species segregation was related to habitat suitability and that the stem hydraulic trade-off reflects differences between phylogenetic sections; these traits may promote coexistence between distantly related oak species.

Correlated evolution of morphology, gas exchange, growth rates and hydraulics as a response to precipitation and temperature regimes in oaks (Quercus)

It is hypothesised that tree distributions in Europe are largely limited by their ability to cope with the summer drought imposed by the Mediterranean climate in the southern areas and by their competitive potential in central regions with more mesic conditions. We investigated the extent to which leaf and plant morphology, gas exchange, leaf and stem hydraulics and growth rates have evolved in a coordinated way in oaks (Quercus) as a result of adaptation to contrasting environmental conditions in this region. We implemented an experiment in which seedlings of 12 European/North African oaks were grown under two watering treatments, a well-watered treatment and a drought treatment in which plants were subjected to three cycles of drought. Consistent with our hypothesis, species from drier summers had traits conferring more tolerance to drought such as small sclerophyllous leaves and lower percent loss of hydraulic conductivity. However, these species did not have lower growth rates as expected by a trade-off with drought tolerance. Overall, our results revealed that climate is an important driver of functional strategies in oaks and that traits have evolved along two coordinated functional axes to adapt to different precipitation and temperature regimes.

Water use strategies and drought intensity define the relative contributions of hydraulic failure and carbohydrate depletion during seedling mortality

COMBINING HYDRAULIC: and carbon-related measurements can help elucidate drought-induced plant mortality. To study drought mortality mechanisms, seedlings of two woody species, including the anisohydric Robinia pseudoacacia and isohydric Quercus acutissima, were cultivated in a greenhouse and subjected to intense drought by withholding water and mild drought by adding half of the amount of daily water lost. Patterns of leaf and root gas exchange, leaf surface areas, growth, leaf and stem hydraulics, and carbohydrate dynamics were determined in drought-stressed and control seedlings. We detected a complete loss of hydraulic conductivity and partial depletion of total nonstructural carbohydrates contents (TNC) in the dead seedlings. We also found that intense drought triggered a more rapid decrease in plant water potential and a faster drop in net photosynthesis below zero, and a greater TNC loss in dead seedlings than mild drought. Additionally, anisohydric R. pseudoacacia suffered a rapider death than the isohydric Q. acutissima. Based on these findings, we propose that hydraulic conductivity loss and carbon limitation jointly contributed to drought-induced death, while the relative contributions could be altered by drought intensity. We thus believe that it is important to illustrate the mechanistic relationships between stress intensity and carbon-hydraulics coupling in the context of isohydric vs. anisohydric hydraulic strategies.

Weak Tradeoff and Strong Segmentation Among Plant Hydraulic Traits During Seasonal Variation in Four Woody Species

Plants may maintain long-term xylem function via efficiency-safety tradeoff and segmentation. Most studies focus on the growing season and community level. We studied species with different efficiency-safety tradeoff strategies, Quercus acutissima, Robinia pseudoacacia, Vitex negundo var. heterophylla, and Rhus typhina, to determine the seasonality of this mechanism. We separated their branches into perennial shoots and terminal twigs and monitored their midday water potential (Ψ_md), relative water content (RWC), stem-specific hydraulic conductivity (K_s), loss of 12, 50, and 88% of maximum efficiency (i.e., P₁₂, P₅₀, P₈₈) for 2 years. There were no correlations between water relations (Ψ_md, RWC, K_s) and embolism resistance traits (P₁₂, P₅₀, P₈₈) but they significantly differed between the perennial shoots and terminal twigs. All species had weak annual hydraulic efficiency-safety tradeoff but strong segmentation between the perennial shoots and the terminal twigs. R. pseudoacacia used a high-efficiency, low-safety strategy, whereas R. typhina used a high-safety, low-efficiency strategy. Q. acutissima and V. negundo var. heterophylla alternated these strategies. This mechanism provides a potential basis for habitat partitioning and niche divergence in the changing warm temperate zone environment.

Leaf Age Compared to Tree Age Plays a Dominant Role in Leaf δ13C and δ15N of Qinghai Spruce (Picea crassifolia Kom.)

Leaf stable isotope compositions (δ13C and δ15N) are influenced by various abiotic and biotic factors. Qinghai spruce (Picea crassifolia Kom.) as one of the dominant tree species in Qilian Mountains plays a key role in the ecological stability of arid region in the northwest of China. However, our knowledge of the relative importance of multiple factors on leaf δ13C and δ15N remains incomplete. In this work, we investigated the relationships of δ13C and δ15N to leaf age, tree age and leaf nutrients to examine the patterns and controls of leaf δ13C and δ15N variation of Picea crassifolia. Results showed that 13C and 15N of current-year leaves were more enriched than older ones at each tree age level. There was no significant difference in leaf δ13C values among trees of different ages, while juvenile trees (<50 years old) were 15N depleted compared to middle-aged trees (50–100 years old) at each leaf age level except for 1-year-old leaves. Meanwhile, relative importance analysis has demonstrated that leaf age was one of the most important indicators for leaf δ13C and δ15N. Moreover, leaf N concentrations played a dominant role in the variations of δ13C and δ15N. Above all, these results provide valuable information on the eco-physiological responses of P. crassifolia in arid and semi-arid regions.

Diversification, adaptation, and community assembly of the American oaks (Quercus), a model clade for integrating ecology and evolution

Contents Summary 669 I. Model clades for the study and integration of ecology and evolution 670 II. Oaks: an important model clade 671 III. Insights from the history of the American oaks for understanding community assembly and ecosystem dominance 673 IV. Bridging the gap between micro- and macroevolutionary processes relevant to ecology 679 V. How do we reconcile evidence for adaptive evolution with niche conservatism and long-term stasis? 682 VI. High plasticity and within-population genetic variation contribute to population persistence 683 VII. Emerging technologies for tracking functional change 685 VIII. Conclusions 685 Acknowledgements 686 References 686 SUMMARY: Ecologists and evolutionary biologists are concerned with explaining the diversity and composition of the natural world and are aware of the inextricable linkages between ecological and evolutionary processes that maintain the Earth's life support systems. Yet examination of these linkages remains challenging due to the contrasting nature of focal systems and research approaches. Model clades provide a critical means to integrate ecology and evolution, as illustrated by the oaks (genus Quercus), an important model clade, given their ecological dominance, remarkable diversity, and growing phylogenetic, genomic, and ecological data resources. Studies of the clade reveal that their history of sympatric parallel adaptive radiation continues to influence community assembly today, highlighting questions on the nature and extent of coexistence mechanisms. Flexible phenology and hydraulic traits, despite evolutionary stasis, may have enabled adaptation to a wide range of environments within and across species, contributing to their high abundance and diversity. The oaks offer fundamental insights at the intersection of ecology and evolution on the role of diversification in community assembly processes, on the importance of flexibility in key functional traits in adapting to new environments, on factors contributing to persistence of long-lived organisms, and on evolutionary legacies that influence ecosystem function.