A comparative study of physiological and morphological seedling traits associated with shade tolerance in introduced red oak (Quercus rubra) and native hardwood tree species in southwestern Germany

Tree regeneration and ontogenetic strategies of northern European hemiboreal forests: transitioning towards closer-to-nature forest management

Background

Tree ontogeny is the genetic trajectories of regenerative processes in trees, repeating in time and space, including both development and reproduction. Understanding the principles of tree ontogeny is a key priority in emulating natural ecological patterns and processes that fall within the calls for closer-to-nature forest management. By recognizing and respecting the growth and development of individual trees and forest stands, forest managers can implement strategies that align with the inherent dynamics of forest ecosystem. Therefore, this study aims to determine the ontogenetic characteristics of tree regeneration and growth in northern European hemiboreal forests.

Methodology

We applied a three-step process to review i) the ontogenetic characteristics of forest trees, ii) ontogenetic strategies of trees for stand-forming species, and iii) summarise the review findings of points i and ii to propose a conceptual framework for transitioning towards closer-to-nature management of hemiboreal forest trees. To achieve this, we applied the super-organism approach to forest development as a holistic progression towards the establishment of natural stand forming ecosystems.

Results

The review showed multiple aspects; first, there are unique growth and development characteristics of individual trees at the pre-generative and generative stages of ontogenesis under full and minimal light conditions. Second, there are four main modes of tree establishment, growth and development related to the light requirements of trees; they were described as ontogenetic strategies of stand-forming tree species: gap colonisers, gap successors, gap fillers and gap competitors. Third, the summary of our analysis of the ontogenetic characteristics of tree regeneration and growth in northern European hemiboreal forests shows that stand-forming species occupy multiple niche positions relative to forest dynamics modes.

Conclusions

This study demonstrates the importance of understanding tree ontogeny under the pretext of closer-to-nature forest management, and its potential towards formulating sustainable forest management that emulates the natural dynamics of forest structure. We suggest that scientists and foresters can adapt closer-to-nature management strategies, such as assisted natural regeneration of trees, to improve the vitality of tree communities and overall forest health. The presented approach prioritizes ecological integrity and forest resilience, promoting assisted natural regeneration, and fostering adaptability and connectivity among plant populations in hemiboreal tree communities.

Verified hypotheses on the "nurse" and "burial" effects on introduced Quercus rubra regeneration in a mesic Scots pine forest

A previous study on the encroachment of North American northern red oak Quercus rubra L. into the mesic Scots pine forest (in central Poland) revealed high abundances of seedlings and saplings under shrubs, with lower abundances in open areas or clumps of bilberry Vaccinium myrtillus L. It was unclear whether the regeneration success of Q. rubra is enhanced by the presence of shrubs due to their "nurse effect", and how burying acorns of different sizes in soil or moss affects the survival of oak seeds and seedlings (a "burial effect"). Results of a previous observational study were verified in an experimental study: a pool of 900 large-, medium-, and small-sized acorns was sown under moss cover in open areas and within bilberry clumps and in soil under shrubs in 2018 and monitored for 3 years in natural conditions. The majority of sown acorns were lost, mainly due to acorn pilferage, lack of germination and the death of sprouting acorns. However, acorn and seedling survival depended significantly on acorn size and differed among the microsites studied. Viable seedlings were twice as likely to develop from large- and medium-sized as from small-sized acorns, and they grew mainly from acorns sown under moss cover, confirming a positive "burial effect." Seedling survival was three times higher in bilberry and open areas, than under shrubs; however, seedlings "nursed" by shrubs were less threatened by large ungulates. Only a small part of the pool of sown acorns contributes to the reproductive success of Q. rubra in the mesic Scots pine forest. Microsites characteristic to this type of forest are suitable for northern red oak regeneration; however, bilberry favors acorn survival and germination and early seedling growth, moss cover favors acorn survival and germination, while shrubs protect surviving seedlings from herbivory.

Populus euphratica has stronger regrowth ability than Populus pruinosa under salinity stress

Pest infestation and soil salinization levels are increasing due to climate change. Comprehending plant regrowth after insect damage and salinity stress is crucial to understanding climate change's multifactorial impacts on forest ecosystems. This study examined Populus euphratica and P. pruinosa regrowth after different defoliation levels combined with salinity stress. Specifically, the biomass and regrowth ability, non-structural carbohydrate (NSC) and nitrogen (N) pools in different organs and the whole plant, and the leaf Cl- concentration of both poplars were analyzed. Our results showed that after 50% defoliation and no salt addition, the regrowth of both species recovered similarly to the control level, while their regrowth was about 70% after 90% defoliation. However, under salinity stress, the regrowth (% leaf biomass) of P. euphratica was significantly higher than P. pruinose at either the 50% or 90% defoliation levels. Additionally, P. euphratica had more soluble sugar, starch, NSC and N pools in leaf, stem, root and whole plant than P. pruinose under salinity stress. The regrowth based on leaf biomass increased linearly with soluble sugar, starch, NSC and N pools, and decreased linearly with leaf Cl- concentration across different salinity and defoliation levels. These results indicated that defoliation significantly decreased NSC and N pools, limiting the growth of both poplars, and salinity stress exacerbated the negative effect. Furthermore, when suffering from salinity stress, P. euphratica with higher NSC and N pools exhibited stronger regrowth ability than P. pruinose.

Adaptive Relationships in Hemi-Boreal Forests: Tree Species Responses to Competition, Stress, and Disturbance

European Union forest policy calls for closer-to-nature forest management, but natural disturbances and forest succession are ecological phenomena that are difficult to characterize and integrate into sustainable forest management practices. Therefore, the aim of this study is to explore the adaptive properties of Lithuania's hemi-boreal forest ecosystems. To accomplish this, we first reviewed (i) the potential natural forest communities, (ii) the successional dynamics, and (iii) adaptive strategies of forest trees, and second, we synthesised the adaptive relationships using these three reviews. The results firstly identified that Lithuania's potential natural forests are broadly divided into two climatically based zonal formations: (i) mesophytic and hygromesophytic coniferous and broadleaved forests and (ii) mesophytic deciduous broadleaved and coniferous-broadleaved forests. Secondly, the review of successional dynamics showed that each tree species can be categorised into various end communities and plant functional groups. Using the differences in tree establishment and phenological development modes we identified four forest dynamic types of tree adaptive strategies: stress-resistant ruderals, competitive stress-sensitive ruderals, ruderal stress-sensitive competitors, and stress-resistant competitors. Such functional redundancy leads to a variety of tree responses to competition, stress, and disturbance, which reduces the risk of loss of forest ecosystem functioning. Finally, the synthesised review on the adaptive relationships of each forest tree community shows both the niche position of each hemi-boreal forest tree species and how they should be managed in the organization of plant communities. We believe that this research can serve as a guide for future relevant research and the development of appropriate methods for sustainable forest management.

Defoliation Significantly Suppressed Plant Growth Under Low Light Conditions in Two Leguminosae Species

Seedlings in regenerating layer are frequently attacked by herbivorous insects, while the combined effects of defoliation and shading are not fully understood. In the present study, two Leguminosae species (Robinia pseudoacacia and Amorpha fruticosa) were selected to study their responses to combined light and defoliation treatments. In a greenhouse experiment, light treatments (L+, 88% vs L-, 8% full sunlight) and defoliation treatments (CK, without defoliation vs DE, defoliation 50% of the upper crown) were applied at the same time. The seedlings' physiological and growth traits were determined at 1, 10, 30, and 70 days after the combined treatment. Our results showed that the effects of defoliation on growth and carbon allocation under high light treatments in both species were mainly concentrated in the early stage (days 1-10). R. pseudoacacia can achieve growth recovery within 10 days after defoliation, while A. fruticosa needs 30 days. Seedlings increased SLA and total chlorophyll concentration to improve light capture efficiency under low light treatments in both species, at the expense of reduced leaf thickness and leaf lignin concentration. The negative effects of defoliation treatment on plant growth and non-structural carbohydrates (NSCs) concentration in low light treatment were significantly higher than that in high light treatment after recovery for 70 days in R. pseudoacacia, suggesting sufficient production of carbohydrate would be crucial for seedling growth after defoliation. Plant growth was more sensitive to defoliation and low light stress than photosynthesis, resulting in NSCs accumulating during the early period of treatment. These results illustrated that although seedlings could adjust their resource allocation strategy and carbon dynamics in response to combined defoliation and light treatments, individuals grown in low light conditions will be more suppressed by defoliation. Our results indicate that we should pay more attention to understory seedlings' regeneration under the pressure of herbivorous insects.

The Spread and Role of the Invasive Alien Tree Quercus rubra (L.) in Novel Forest Ecosystems in Central Europe

Research Highlights: The factors that control the spread and regeneration of Quercus rubra (L.) and the functional diversity of invaded forest were studied in order to indicate the significant role of disturbances in a forest and the low functional richness and evenness of sites that are occupied by red oak. Background and Objectives: Red oak is one of the most frequent invasive trees from North America in Central Europe. It is also one of the most efficient self-regenerating invasive alien species in forests. The main goal of the study is to identify the characteristics of forest communities with a contribution of Q. rubra, and to assess its role in shaping the species diversity of these novel phytocoenoses. Materials and Methods: A total of 180 phytosociological records that have a share of Q. rubra in southern Poland were collected, including 100 randomly chosen plots from which soil samples were taken. In addition, vegetation sampling was performed in 55 plots in the vicinities that were uninvaded. Results: The probability of the self-regeneration and cover of Q. rubra seedlings depends mainly on the availability of maternal trees, and the abundance of seedlings was highest in cutting areas. The vegetation with Q. rubra differed in the plant functional types and environmental factors. According to the three-table ordination method, while the cover of red oak only affected the canopy of the remaining species, a comparison of the invaded and uninvaded plots demonstrated that the sites that were occupied by Q. rubra had lower values of functional richness and evenness, thus indicating higher habitat filtering and a lower importance of competition. Conclusions: Forest management practices play the most crucial role in the self-regeneration and occurrence of Q. rubra. However, the role of red oak in shaping the species composition and functional diversity is rather low.

Effects of shade stress on turfgrasses morphophysiology and rhizosphere soil bacterial communities

BACKGROUND

The shade represents one of the major environmental limitations for turfgrass growth. Shade influences plant growth and alters plant metabolism, yet little is known about how shade affects the structure of rhizosphere soil microbial communities and the role of soil microorganisms in plant shade responses. In this study, a glasshouse experiment was conducted to examine the impact of shade on the growth and photosynthetic capacity of two contrasting shade-tolerant turfgrasses, shade-tolerant dwarf lilyturf (Ophiopogon japonicus, OJ) and shade-intolerant perennial turf-type ryegrass (Lolium perenne, LP). We also examined soil-plant feedback effects on shade tolerance in the two turfgrass genotypes. The composition of the soil bacterial community was assayed using high-throughput sequencing.

RESULTS

OJ maintained higher photosynthetic capacity and root growth than LP under shade stress, thus OJ was found to be more shade-tolerant than LP. Shade-intolerant LP responded better to both shade and soil microbes than shade-tolerant OJ. The shade and live soil decreased LP growth, but increased biomass allocation to shoots in the live soil. The plant shade response index of LP is higher in live soil than sterile soil, driven by weakened soil-plant feedback under shade stress. In contrast, there was no difference in these values for OJ under similar shade and soil treatments. Shade stress had little impact on the diversity of the OJ and the LP bacterial communities, but instead impacted their composition. The OJ soil bacterial communities were mostly composed of Proteobacteria and Acidobacteria. Further pairwise fitting analysis showed that a positive correlation of shade-tolerance in two turfgrasses and their bacterial community compositions. Several soil properties (NO₃^--N, NH₄⁺-N, AK) showed a tight coupling with several major bacterial communities under shade stress. Moreover, OJ shared core bacterial taxa known to promote plant growth and confer tolerance to shade stress, which suggests common principles underpinning OJ-microbe interactions.

CONCLUSION

Soil microorganisms mediate plant responses to shade stress via plant-soil feedback and shade-induced change in the rhizosphere soil bacterial community structure for OJ and LP plants. These findings emphasize the importance of understanding plant-soil interactions and their role in the mechanisms underlying shade tolerance in shade-tolerant turfgrasses.

Combined Effects of Drought and Shading on Growth and Non-Structural Carbohydrates in Pinus massoniana Lamb. Seedlings

Carbon assimilation is reduced by stress. Under such conditions, the trade-off between growth and non-structural carbohydrate (NSC) storage becomes crucial for plant survival and continued growth. However, growth and NSC responses to drought and shading in Pinus massoniana Lamb. remain unclear. Here, we investigated the effects of drought, shading, and combined drought and shading on leaf gas exchange parameters, stem basal diameter, plant height, biomass accumulation, and NSC concentration in 2-year old seedlings after a 2 month treatment. The results showed that (1) both drought and shading significantly reduced photosynthetic rate, increment of stem basal diameter and plant height, and biomass accumulation, while NSC concentration increased under drought but decreased under shading; (2) the combined drought-shading treatment had a stronger effect on photosynthetic rate and growth than either stress factor individually, whereas the concentration of NSC did not change significantly; and (3) drought, shading, and their combination had a lower effect on biomass than on NSC partitioning, in which case clear effects were observed. Drought increased NSC proportion in roots by 5.4%; conversely, shading increased NSC proportion in leaves by 3.7%, while the combined treatment increased NSC proportion in roots by 5.1% but decreased it in the leaves by 5.4%. These results suggest that the mechanism inhibiting P. massoniana growth is different under drought and shading conditions according to carbon partitioning. Furthermore, complex environmental stress may lead to different mechanisms of carbon partitioning compared with either dry or shaded environments. Our findings will be helpful in predicting the impact of climate change on P. massoniana growth.

Similar Impacts of Alien and Native Tree Species on Understory Light Availability in a Temperate Forest

Research Highlights: We evaluated influence of alien and native trees and shrubs on stand leaf area index to basal area ratio, indicating that both groups provide similar amounts of foliage. Background and Objectives: Foliage traits determine tree species effect on understory light availability. Direct comparisons of understory light availability due to different foliage traits of tree species are conducted less often at the stand level. We hypothesized that light availability is driven by canopy leaf area, and alien species contribution to canopy foliage will be similar to native species due to analogous patterns of biomass allocation in tree species. Materials and Methods: We studied forests dominated by alien and native tree species in Wielkopolski National Park (Western Poland). We measured light availability using the LAI-2200 canopy analyzer (Li-Cor Inc., Lincoln, NE, USA) and we calculated leaf area index (LAI) in 170 stands using published models of foliage biomass and data on specific leaf area. Results: Our study confirmed an impact of LAI on light availability in the understory layer. Analyzing the proportion of contribution to stand LAI and basal area (BA) we found that most alien species did not differ in LAI to BA ratio from native species. The exception was Prunus serotina Ehrh., with a LAI to BA ratio higher than all native and alien trees. However, the highest LAI to BA ratios we found were for the alien shrub Cotoneaster lucidus Schltdl. and native shrubs of fertile broadleaved forests. Conclusions: Our study showed that alien species contribution to shading the understory is comparable to native species, with the exception of P. serotina due to its dominance in the higher shrub canopy strata where it exhibits different patterns of biomass allocation than native trees. Our study explained that invasive tree species impact on light availability in forest ecosystems is mainly mediated by the increased quantity of foliage, not by more effective LAI to BA ratio.

Functional traits of acquisitive invasive woody species differ from conservative invasive and native species

One of the most important sources of invasiveness is species’ functional traits and their variability. However there are still few studies on invasive tree species traits conducted along resource gradients that allow for a comparison of acquisitive and conservative strategies. We aimed to assess the differences in trait variation among native alien conservative and alien acquisitive tree species along resource availability gradients (soil fertility and light availability) and to assess the traits variability of the species studied along resources availability gradients. Our study compared invasive tree species in Europe (Prunusserotina Ehrh. Quercusrubra L. and Robiniapseudoacacia L.) with their native competitors (Acerpseudoplatanus L. A.platanoides L. Quercuspetraea (Matt.) Liebl. and Fagussylvatica L.). The study was conducted on 1329 seedlings and saplings collected in a system of 372 study plots in W Poland. For each individual we assessed leaf stem and root mass ratios total biomass leaf area ratio specific leaf area and projected leaf area. Two invasive species (P.serotina and R.pseudoacacia) represented a more acquisitive strategy than native species – along litter pH and light availability gradients these species had higher leaf mass fraction specific leaf area and leaf area ratio. In contrast Q.rubra had the highest total biomass and root mass fraction. Alien species usually had higher coefficients of variation of studied traits. This suggests that relatively high projected leaf area as a way of filling space and outcompeting native species may be reached in two ways – biomass allocation to leaves and control of leaf morphology or by overall growth rate. High variability of invasive species traits also suggests randomness in seedling survival which similarly to the neutral theory of invasion highlights the necessity of including randomness in modelling biological invasions.

Nitrogen deposition does not affect the impact of shade on Quercus acutissima seedlings

Light and atmospheric nitrogen (N) deposition are among the important environmental factors influencing plant growth and forest regeneration. We used Quercus acutissima, a dominant broadleaf tree species native to the deciduous forests of Northern China, to study the combined effects of light exposure and N addition on leaf physiology and individual plant growth. In the greenhouse, we exposed Quercus acutissima seedlings to one of two light conditions (8% and 80% of full irradiation) and one of three N treatments (0, 6, and 12 g N m⁻² y⁻¹). After 87 d, we observed that nitrogen deposition had no significant effects on the seedlings regardless of light exposure. In addition, shade significantly reduced plant height, basal diameter, leaf number, total biomass, gas exchange capacity, and carbohydrate content. In contrast, however, shade significantly increased the amount of photosynthetic pigment, above-ground biomass allocation, and specific leaf area. There was also a hierarchical plasticity among the different seedling characteristics. Compared to traits of growth, biomass, biomass allocation and leaf morphology, the leaf physiology, including photosynthetic pigment, gas exchange, carbohydrate, and PUNE, is more sensitive to light conditions. Among the biomass allocation parameters, the leaf and root mass ratios had a relatively low phenotypic plasticity. The seedlings had high foliar physiological plasticity under various light conditions. Nevertheless, we recommend high irradiance to maintain vigorous seedling growth and, in turn, promote the restoration and reconstruction of vegetation.

Functional traits contributed to the superior performance of the exotic species Robinia pseudoacacia: a comparison with the native tree Sophora japonica

Functional traits determine the ecological strategies of plants and therefore are widely considered to feature in the success of invasive species. By comparing a widespread exotic invasive species Robinia pseudoacacia L. with a related native one Sophora japonica L., this research aimed to study strategies of R. pseudoacacia for superior performance from the perspective of functional traits. We conducted a greenhouse experiment in which seedlings of R. pseudoacacia and S. japonica were grown separately under a factorial combination of two light regimes and three levels of nitrogen (N) fertilization, including a control and two levels intended to represent ambient and future levels of N deposition in Chinese forests. After 90 days of treatment, performance and functional traits were determined for the two species, the former referred to as the total biomass (TB) that directly affected fitness. Trait plasticity and integration (the pattern and extent of functional covariance among different plant traits) were analyzed and compared. We found that the two species showed significantly different plastic responses to light increase: in the low-light regime, they were similar in performance and functional traits, while in the high-light regime, R. pseudoacacia achieved a significantly higher TB and a suite of divergent but advantageous functional traits versus S. japonica, such as significantly greater photosynthetic capacity and leaf N concentration, and lower carbon-to-N ratio and root-to-shoot ratio, which conferred it the greater performance. Moreover, across the light gradient, R. pseudoacacia showed higher correlations between photosynthetic capacity and other functional traits than S. japonica. In contrast, N deposition showed little impact on our experiment. Our results suggested that across light regimes, three aspects of functional traits contributed to the superior performance of R. pseudoacacia: functional trait divergence, significantly different plasticity of these traits, as well as greater overall trait coordination.