Read both: a short call to action (41 pp) based on a long report (952 pp!) Then Act!!!

U.S. Department of Agriculture headquarters; lets lobby these people! photo by Wikimedia

Twenty-three  scientists based around the world published a Letter to the Editor titled “Overwhelming evidence galvanizes a global consensus on the need for action against Invasive Alien Species” It appears in the most recent edition of Biological Invasions (2024) 26:621–626.

The authors’ purpose is to draw attention to the release of a new assessment by the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services’ (IPBES).  

The report was issued in September 2023. It is described as the most comprehensive global synthesis of the current knowledge on the bioinvasion process and the impacts of invasive alien species (952 pages!). Its preparation took nearly a decade. Most important, it represents the first consensus among governments and scientists worldwide on the magnitude and extent of the threats that bioinvasions pose to nature, people, and the economy.

The proposed solutions are astoundingly broad and ambitious: transformation of how governments and societies perform. I don’t disagree! However, we need interim steps – “bites of the elephant.”  In my view, the report falls short on providing these.

Why we need to restructure the behavior of governments and societies

Bioinvasions are facilitated by policies, decision-making structures, institutions, and technologies that are almost always focused on achieving other goals. Species transport and introduction are driven by policies aimed at promoting economic growth – especially trade. Later stages of invasions, i.e., establishment and some spread, are accelerated by certain uses of land and sea plus climate change. For example, activities that fragment habitats or cause widespread habitat disturbance provide ready places for bioinvasions. Rarely are those who gain by such policies held accountable for the harms they produce via bioinvasions.

To address these unintended consequences, the IPBES report calls for “integrated governance.” Its authors want coordination of all policies and agencies that touch on the indirect drivers, e.g., conservation; trade; economic development; transport; and human, animal, and plant health. Policy instruments need to reinforce – rather than conflict with — strategic invasive species management across sectors and scales. This involves international agreements, national regulations, all governmental sectors, as well as industry, the scientific community, and ordinary people – including local communities and Indigenous Peoples.

The report also calls for establishment of open and inter-operable information systems. This improved access to information is critical for setting priorities; evaluating and improving regulations’ effectiveness; and reducing costs by avoiding duplication of efforts.

Critically important information that is often unspoken:

  • Indirect causes underlying the usual list of human activities that directly promote bioinvasions are the rapid rise of human population and even more rapid rise in consumption and global trade.
  • Biosecurity measures at international borders have not kept pace with the growing volume, diversity, and geographic origins of goods in trade.
  • Continuation of current patterns is expected to result in one-third more invasive species globally by 2050. However, this is an underestimate because today’s harms reflect the consequences of past actions – often from decades ago. Drivers of invasions are expected to grow in both volume and impact.
  • We can prevent and control invasive alien species – but that success depends on the availability of adequate, sustained resources, plus capacity building; scientific cooperation and transfer of technology; appropriate biosecurity legislation and enforcement; and engaging the full range of stakeholders. These require political will.
  • A major impact of bioinvasion is increased biotic homogenization (loss of biological communities’ uniqueness). This concerns us because we are losing the biotic heterogeneity that provides insurance for the maintenance of ecosystem functioning in the face of ongoing global change.
  • The IPBES study asserts that successfully addressing bioinvasions can also strengthen the effectiveness of policies designed to respond to other drivers, especially programs addressing conservation of biological diversity, ensuring food security, sustaining economic growth, and slowing climate change. All these challenges interact. The authors affirm that evidence-based policy planning can reflect the interconnectedness of the drivers so that efforts to solve one problem do not exacerbate the magnitude of others and might even have multiple benefits.

More Key Findings

  • Overall, 9% (3,500) of an estimated 37,000 alien species established in novel environments are invasive (those for which scientists have evidence of negative impacts). Proportions of invasives is high among many taxonomic groups: 22% of all 1,852 alien invertebrates; 14% of all 461 alien vertebrates; 11% of all 141 alien microbes; and 6% of all 1,061 alien plants. (The discussion of probable undercounts relates to aquatic systems and certain geographic regions. However, I believe these data are all undermined by gaps in studies.)
  • Invasive alien species – solely or in combination with other drivers – have contributed to 60% of recorded global extinctions. Invasive species are the only driver in 16% of global animal and plant extinctions. Some invasive species have broader impacts, affecting not just individual species but also communities or whole ecosystems. Sometimes these create complexoutcomes that push the system across a threshold beyond which ecosystem restoration is not possible. (No tree pests are listed among the examples.)

dead whitebark pine in Glacier National Park; photo by National Park Service

  • The benefits that some non-native – even invasive – species provide to some groups of people do not mitigate or undo their negative impacts broadly, including to the global commons. The report authors note that beneficiaries usually differ from those people or sectors that bear the costs. The authors cite many resulting inequities.
  • There are insufficient studies of, or data from, aquatic systems, and from Africa; Latin America and the Caribbean; and parts of Asia.
  • The number of alien species is rising globally at unprecedented and increasing rates. There are insufficient data specifically on invasive species, but they, too, are thought to be rising at similar rates.
  • Horticulure is a major pathway for introducing 46% of invasive alien plant species worldwide.
  • Regarding invasive species’ greater impact on islands,the IPBES report mentions brown tree snakes on Guam and black rats on the Galapagos Islands. It also notes that on more than a quarter of the world’s islands, the number of alien plants exceeds the total number of native ones. See my blogs on non-native plants on Hawai`i and Puerto Rico. In addition, I have posted several blogs regarding disease threats to rare bird species in Hawai`. The IPBES report does not mention these.  

Where the Report Is Weak: Interim Steps

  • The report endorses adoption of regulated species (“black”) lists.
  • The report emphasizes risk analysis of species. Unfortunately IPBES’ analysis was completed before publication of the critique of risk analysis methods by Raffa et al. ( (2023) (see references). However, we must take the latter into consideration when deciding what to advocate as U.S. policy.
  • The report authors call for more countries to adopt national legislation or regulations specifically on preventing and controlling invasive species. (They note that 83% of countries lack such policies). They also list the many international agreements that touch on invasive species-relevant issues. However, Raffa et al. found that the number of such agreements to which a country is a party bears no relationship to the numbers of alien species detected at its border or established on its territory.
  • The challenge to risk assessment posed by multiple sources of uncertainty can be managed by recognizing, quantifying, and documenting the extent of that uncertainty.

Beech leaf disease – one of many non-native pests that were unknown before introduction to a naive ecosystem. Photo by Jennifer Koch, USDA Forest Service

  • I appreciate the report’s emphasis on the importance of public awareness and engagement, but I thought the discussion of effective campaigns lacked original ideas.

The report did not fulfill its own goal of fully exploring unappreciated impacts of policies in its discussion of habitat fragmentation. For example, the report notes that grazing by feral alien ungulates facilitates the spread of invasive alien plant species. However, it does not mention the similar impact by livestock grazing (Molvar, et al. 2024).

SOURCES

Molvar, E.M., R. Rosentreter, D. Mansfield, and G.M. Anderson. 2024. Cheat invasions: History, causes, consequences, and solutions. Hailey, Idaho: Western Watersheds Project, 128 pp.

Raffa, K.F., E.G. Brockerhoff, J-C. GRÉGOIRE, R.C. Hamelin, A.M. Liebhold, A. Santini, R.C. Venette, and M.J. Wingfield. 2023. Approaches to forecasting damage by invasive forest insects and pathogens: a cross-assessment. BioScience 85 Vol. 73 No. 2 (February 2023) https://academic.oup.com/bioscience  

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

Birds v. mosquitoes: hope in Hawai`i

‘i‘iwi (Drepanis coccinea) – formerly very common from low to high elevations; photo by James Petruzzii_U

The endangered honeycreepers (birds) of Hawaiian forests are receiving the attention they deserve – and desperately need. There is good news! Promising and significant efforts are under way, matched to a recent strategic plan.  However, it is too early to know their results.

Nearly two and a half years ago, I blogged about efforts by a multi-agency consortium (“Birds, Not Mosquitoes” ). It was working to suppress populations of non-native mosquitoes, which vector two lethal diseases: avian malaria (Plasmodium relictum) and avian pox virus (Avipoxvirus). A single bite from an infected mosquito is enough to weaken and kill birds of some species, e.g., the ‘i‘iwi.

The threats from these diseases – and their spread to higher elevations as mosquitoes respond to climate change – pile on top of – other forms of habitat loss and inroads by other invasive species. All of the 17 species of honeycreeper that have persisted until now are listed as endangered or threatened under the federal Endangered Species Act. Four are in danger of extinction within as little as 1 – 2 years. These are ‘Akeke`e (Loxops caeruleirostris), ‘Akikiki (Oreomsytis bairdi)), Kiwikiu (Maui parrotbill, (Pseudonestor xanthophrys), and `Akohekohe (Palmeria dolei).

Akikiki; photo by Carter Atkinson, USGS

All these bird species are endemic to the Hawaiian archipelago — found nowhere else on Earth. They are already remnants. Nearly 80 bird species have gone extinct since people first colonized the Hawaiian Islands 1,500 years ago. Eight of these extinctions were recognized in October 2021.  Extinction of the final cohort would compromise the integrity of unique ecosystems as well as the Islands’ natural and cultural heritage.

I rejoice to report that the federal government has responded to the crisis. In late 2022 several Interior Department agencies adopted a multiagency Strategy for Preventing the Extinction of Hawaiian Forest Birds. The strategy specifies responsibilities for the key components of the program. These include: a) planning and implementing landscape-level mosquito control using Incompatible Insect Technique (IIT); b) translocating birds to higher elevation sites on other Hawaiian islands; c)  establishing captive populations of at-risk birds; and d) developing next-generation tools that increase the scope or efficacy of these actions. All these activities are being developed and conducted through intensive consultation with Native Hawaiians.

On August 8, 2023, the Secretary of Interior announced the allocation of $15,511,066 for conservation and recovery efforts for Hawaiian forest birds. About $14 million of the total was from the Bipartisan Infrastructure Law (Public Law 117-58). The funds are being channelled primarily through the U.S. Fish and Wildlife Service (FWS) ($7.5 million) and the National Park Service (NPS) ($6 million). Other sources of funding are the “State of the Birds” Program (FWS – $963,786); the national-level competitive Natural Resource grants program (NPS – $450,000); and the Biological Threats Program of the U.S. Geological Survey (USGS – $100,000).

What Is Under Way

I do worry continuing these efforts will be harder once their funding is subject to annual appropriations. However, they are a good start!

Steps have been taken on each of the four key component of the Strategy for Preventing the Extinction of Hawaiian Forest Birds:  

a) Planning and implementing landscape-level mosquito control using Incompatible Insect Technique (IIT – see below) to reduce the mosquito vector of avian malaria.

  • The Consortium has obtained all necessary state permits, regulatory approval of the approach by the U.S. Environmental Protection Agency, and done required consultations under the Endangered Species Act.
  • The Department of the Interior has funded a public-private partnership between the National parks and The Nature Conservancy (TNC) to develop, test, and carry out the first deployments of IIT. These occurred in May 2023 at high-elevation sites on the island of Maui. The next releases are planned for Kaua`i.
  • Consortium participants are carrying out the consultations and scientific preparations need to support the next deployment on the Big Island.

b) Translocating birds to higher elevation sites on the one island where they exist – Hawai`i.

  • Initial planning has begun to guide translocation of the endangered Kiwikiu (Maui parrotbill) and Akohekohe to higher-elevation, mosquito-free, habitats on the Big Island.

c) Establishing captive populations of the most at-risk species

  • To facilitate captive breeding of the four most endangered species, the two existing aviaries in Hawai`i need to be expanded. Space must be provided for at least 80 more birds. A contract has been signed for construction of this new aviary space.

d) Developing next-generation tools that increase the scope or efficacy of these actions.

  • Lab capacity has been expanded to monitor the effectiveness of IIT, as well as for developing next-generation mosquito control tools.
those who decide funding work here … & they work for us!!!!

The Incompatible Insect Technique (IIT) explained

The incompatible insect technique has been used successfully elsewhere to combat mosquitoes that transmit human diseases. Many insect taxa – including mosquitoes – harbor a naturally-occurring bacteria (Wolbachia). This bacterium has more than one strain or type. When a male mosquito with one type of Wolbachia mates with a female mosquito bearing a different, incompatible type, resulting eggs do not hatch. The IIT project releases male mosquitoes that have an incompatible strain of the bacterium than do local females. (Male mosquitoes do not bite animals seeking a blood meal, so releasing them does not increase the threat to either birds or people.) Implementation requires repeat treatment of sites at a cost of more than $1 million per site per year. It is hoped that this cost will fall with more experience.

Funding for the Strategy’s Four Components

As I noted above, much of the funding for these efforts has come from the Bipartisan Infrastructure Law (Public Law 117-58). Grants under this one-time statute are intended to cover project costs for perhaps five years. Other sources of funds are Congressional appropriations to Interior Department agencies under programs which presumably will continue to be funded in future years. These include the “State of the Birds” program; Endangered Species Act (ESA) implementation, especially its §6 Cooperative Endangered Species Conservation Fund; and State Wildlife Grants administered by the U.S. Fish and wildlife Service. However, funding under these programs is never guaranteed and competition is fierce. I hope participants – and the rest of us! – can be effective in lobbying for future funds required to save Hawaii’s birds from extinction.

a) Deploying IIT

Over Fiscal Years 2017 – 2021 (ending September 2021), Interior Department agencies supported the IIT program by:

  • Providing $948,000  to the State of Hawai`i from “State of the Birds”, State Wildlife Grants, and Endangered Species Act (ESA) §6;
  • The U.S. Fish and Wildlife Service  provided $545,000 plus staff time’ 
  • National Park Service  provided $1.2 million for IIT preparations at Haleakala National Park and surrounding state and Nature Conservancy lands
  • U.S. Geological Survey provided about $7.05 million in research on Hawaiian forest birds, invasive mosquitoes, and avian malaria.

The State of Hawai’i allocated $503,000 and employee staff time.

In addition,

  • the National Fish and Wildlife Fund provided a total of $627,000 in grants to TNC and American Bird Conservancy for Wolbachia IIT.
  • TNC committed to supporting some of the initial costs to deploy Wolbachia IIT for the first site in Hawai`i through a contractor (see below)
  • American Bird Conservancy provided funding for coordination and public outreach.

In FY2022 (which ended in September 2022),

  • NPS provided $6 million for on-the-ground work on Maui, also development and initial production of Wolbachia IIT.
  • Interior Department Office of Native Hawaiian Relations provided in-kind services to engage with Native communities’ members

b) Moving endangered birds to mosquito-free areas at high elevations on the Big Island

This is planned to begin by 2030. Interior committed unspecified funds to planning and consultation with Native Hawaiians.

c) Rearing captive birds

 FWS supports operation of the two existing aviaries through two funding channels: $700,000 annually provided directly to the aviaries, plus another $500,000 per year through ESA §6through the State of Hawai`i. The San Diego Zoo – which operates the aviaries — provides $600,000 – $800,000 per year in the form of in-kind services, staffing, veterinarians, and administrative support. Interior’s Office of Native Hawaiian Relations provided in-kind services to support to engagement with Native Hawaiian community members

d) Regarding exploration of “next-generation” mosquito control tools

The FWS provided $60,000 to a scientific laboratory to study precision-guided Sterile Insect Technique (pgSIT) tools to protect bird species threatened by avian malaria.

Funding for the portions of these programs dependent upon annual appropriations is uncertain. Current signs are promising: House and Senate bills to fund for the current year (Fiscal Year 2024) – which began in October 2023! – both support at least some aspects of the program. According to American Bird Conservancy, the Senate appropriations bill has allocated $2.5 million to parts of the program. According to the Committee report, the House appropriations bill allots $4.7 million to the State of the Birds program to respond to urgent needs of critically endangered birds. The report goes on to direct the FWS to “incorporate adaptation actions into new and revised recovery plans and recovery implementation strategies, such as with the mosquito vector of avian pox & malaria in the revised Hawaiian Forest Birds recovery plan. …” Per the report, the Appropriations Committee “continues to encourage the [NPS] to respond to the urgent landscape-scale needs of critically endangered forest birds with habitats in national parks.” The report then specifies species threatened by non-native mosquitoes carrying avian malaria and other pathogens. Finally, the report allocates $500,000 to the U.S. Geological Survey for research on the Hawaiian forest birds.

Meanwhile, the American Bird Conservancy is preparing to advocate for $20 million for FY25 through “State of the Birds” Activities and associated NPS and USGS programs. The details of this amount have not yet been laid out.

CISP will support this request and urges you to do so also. We will suggests ways to help when we know more.

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

Container numbers, origins, routes & destinations change — as do pest risks

container ship at Port of Savannah; photo by F.T. Campbell

Import Volumes in 2023

U.S. imports in 2023 fell about 13% from 2022 levels, returning to approximate pre-pandemic 2019 levels (Mongelluzzo 2024). The 2023 total was 24.2 million TEUs, (a united equal to twenty-foot container) compared to nearly 28 million TEUs  in the previous two years (JoC.com February 2024). Imports from Asia in 2023 totalled 16.2 million TEUs. This was above the 2019 level (15.9 million TEUs) but below the more than 18.5 million TEUs in 2022 and 2021 (Mongelluzzo 2024).

This decline in imports from Asia reflected trends in the first months of 2023. This trend reversed sharply in October; during that month, containerized imports were 12.4% higher than in October 2022, even 1.1% higher than in pre-COVID October 2019 (Mongelluzzo, 2023). The upward trend continued through November: U.S. imports from Asia that month were 10.8% higher than the same month in 2022 (Journal of Commerce).

New Shipping Routes = More Possible Pests

chir pine (Pinus roxburghii) – a 5-needle pine native to the Himalaya in India; photo by Treesftf via Flickr

Proposed new shipping routes will expand the range of pests that can be introduced to eastern ports. For example, in November 2023, the Indian company Ocean Network Express announced plans to begin direct shipments from India to the Ports of New York-New Jersey, Savannah, Jacksonville, Charleston, and Norfolk. Expected cargo includes electronics, apparel, textiles, and foods. (Angell, 2023a) Have USDA authorities evaluated what pest species might be introduced from India?

Traders also expect rising trade volumes from South America in response to shifts in supply chains. Industries include textiles, pharmaceuticals, renewable energy, information technology, and agriculture.

The U.S. is importing more chilled produce from the west coast of South America to meet demand when these fruits are out-of-season in the U.S. The number of refrigerated containers rose to 395,572 TEUs (equivalents of twenty-foot containers). (Knowles. 2023) The Port of Savannah is actively courting these imports; it can now handle more than 3,000 refrigerated containers at one time and is expanding its capacity (Griffis 2023). Chile has a Mediterranean climate similar to that of California; Dr. Mark Hoddle reports several pests of avocado are found in neighboring Peru.

blueberries in Chile; Jardin Botanico Nacional, Chile via Flickr

Problems in the canals likely to push trade from Asia back to California ports

In an editorial published on January 25, 2024, The Washington Post reports that drought has caused water levels in the Panama Canal to fall below what is needed to operate the locks. In normal years, about 5% of global maritime trade passes through the canal. This includes nearly half the containers shipped from northeast Asia to the eastern United States. The reduction in numbers of ships moving through the Canal has affected supply chains in agriculture and energy. The situation is further complicated by wars in the Middle East hampering shipments through the Suez Canal.

The Post describes the Panamanian government’s efforts to buttress the canal, which is a major source of income. Droughts elsewhere are also impeding transport, e.g., the Amazon, Rhine, and Mississippi rivers. In the Post’s view, “threats to global growth will make it harder to … respond to poverty and hunger. … Ultimately, prevention, by arresting the emission of planet-warming greenhouse gases, is the only way to stop the list of looming climate-related threats to the global economy from getting even longer.”

Here, my focus is on what this means for volumes of ships and containers visiting ports in the eastern United States – and the associated risks of pest introductions.

Ambitious Plan for Eastern Ports

As I have pointed out in previous blogs [on the website home page, scroll below the “Archives” to “Categories”, click on “wood packaging”, especially this one], ports in eastern and Gulf Coast states have been eagerly conducting dredging operations and making other preparations to attract large container ships bringing goods from Asia. As of just a few months ago, several ports had ambitious plans. The Port of Virginia will reach a depth of 55 feet this year (Angell, 2023b). The Port of Charleston already has a 52-foot depth. Nevertheless, the port authority hopes to further deepen the channel so that it can quintuple its capacity over a decade — from 500,000 TEUs to 2.5 million TEUs (Anonymous, 2024). The Port of New York-New Jersey has approved $19 million to study deepening the ship channels from 50 to 55 feet. The Port Authority hopes to persuade Congress to share the costs (Angell, 2023b). None of the reporting mentions any consideration of the possible pest risk despite past disasters – e.g., introduction of the redbay ambrosia beetle to Savannah or Asian longhorned beetle to Charleston.

redbay mortality in Claxton, GA; photo by Scott Cameron

The proportion of total U.S. imports going to West Coast ports in 2023 was 53.6% (Mongelluzzo, 2023). Journal of Commerce’ long-time analyst Bill Mongelluzzo expects the effective closure of both the Suez (attacks on shipping) and Panama canals will push more imports from Asia to the Ports of Los Angeles and Long Beach. These linked ports now handle 32% of all U.S. imports. Mongelluzzo expects the increased volume to create new congestion problems (Mongelluzzo 2024).

containers at Long Beach in early 2000s; photo courtesy of Port of Long Beach

SOURCES

Angell, M. 2023a. ONE readies Indian-U.S. East Cost service as part of 2024 network rollout. Journal of Commerce. November 27, 2023.

Angell, M.2023b.  NY-NJ port takes next steps to study dredging amid larger ship calls. Journal of Commerce December 20, 2023. https://www.joc.com/article/ny-nj-port-takes-next-steps-study-dredging-amid-larger-ship-calls_20231220.html?utm_source=Eloqua&utm_medium=email&utm_campaign=CL_JOC%20Daily%2012%2F21%2F23%20Non-Subscriber_PC00000_e-production_E-165003_DS_1221_0617

 AnonymoU.S.. SC Ports requests study to deepen channel leading to North Charleston Terminal. Journal of Commerce Daily Newswire. January 12, 2024

Griffis, T.E. 2023. New ZIM service takes advantage of Savannah’s expanding cold storage network. Journal of Commerce. September 22, 2023.

Hoddle. M.S. 2023. A new paradigm: proactive biological control of invasive insect pests. BioControl https://doi.org/10.1007/s10526-023-10206-5

Knowles, G. 2023. Sourcing shift caU.S.es surge in South American logistics investment. Journal of Commerce. September 25, 2023.

Mongelluzzo, B. 2023. U.S. imports from Asia hit 2023 high in October despite muted peak season. Journal of Commerce.

Mongelluzzo, B. 2024. U.S. imports from Asia fell near pre-COVID levels in 2023, but uncertain ’24 awaits. Journal of Commerce. January 19, 2024.

Resistance Breeding – Let’s Do It! (Instead of thinking about it)

TACF back-crossed American-Chinese chestnut; photo by F.T. Campbell

I have advocated for considerably expanding efforts to breed trees resistant to non-native pests (including pathogens) for a decade. Again and again, I and others have pointed out the dire consequences for our forests if we Americans do not rise to the challenge.

In 2014, Scott Schlarbaum – coauthor of Fading Forests III – American Forests: What Choice Will We Make? warned that without restoration becoming an integral part of a strategy addressing non-native plant pests, American ecosystems are doomed to continuing transformation. Once established, a non-native pest is never eliminated, but its impact can be reduced through a combination of measures – as long as support is made available. Scott advised initiating a germplasm conservation strategy when invasion is imminent or once the pest is likely to become a resident pest. (See Chapter 6).

I have posted seven blogs since August 2021 describing the current status of various efforts and urging the U.S. Government and conservation organizations to step up.  [To view these blogs, go to www.nivemnic.us, scroll below Archives to “Categories” and click on “resistance breeding.” 

More, and Recent, Voices: Implications of Not Acting

More recently, several USDA Forest Service (USFS) experts, including Richard Sniezko, C. Dana Nelson, and Jennifer Koch, have published articles making the same point. These scientists note that many of the decimated species were formerly among the most common trees in our forests. Therefore, the cumulative effect of their disappearance on forest species composition and function is multiplied.

One blog, posted in 2022, is particularly pertinent. It summarizes a special issue of the journal Plants, People, Planet devoted to resistance breeding. The opening essay, by R.J.A. Buggs, concisely reviews six major reasons why so many believe that resistance breeding is a failed strategy.

Port-Orford cedar – one of the trees for which resistance breeding has been successful; photo courtesy of Richard Sniezko, USFS

Others say there have been successes – all through application of classic tree improvement measures, not “genetic engineering.” Pike, Koch and Nelson (2021) list as successes Port-Orford-cedar (Chamaecyparis lawsoniana), the western five-needle pine species,  koa (Acacia koa), and resistance to fusiform rust (Cronartium quercuum f. sp. fusiforme) in the commercially-important loblolly (Pinus taeda) and slash (P. elliottii) pines. They also cite encouraging progress by The American Chestnut Foundation (TACF) through backcross breeding of America and Asian chestnuts and a USFS/private foundation effort to expand the genetic base of American elms (Ulmus americana). I regret to say this, but some of these efforts seem to me to be still in experimental stages or — at best — early in widespread – ‘though still experimental — plantings.

Participants in a 2021 Purdue University workshop have again called for greatly expanding breeding. See the special issue of New Forests, Vol. 54 Issue 4. Once again, experts reiterate the urgency of acting, then outline the opportunities and challenges.

In one of the articles (Jacobs et al.) several people – including me! – note that several keystone tree species or genera in North America and Europe have been driven to functional extinction by non-native pests. By this we mean they are no longer sufficiently abundant and/or of adequate size to reproduce sexually or perform their ecological function. Examples include – on both continents – ashes (Fraxinus) and elms; and on North America – American chestnut (Castanea dentata), butternut (Juglans cinerea), and whitebark pine (Pinus albicaulis).If these threats are left unchecked, these at-risk tree species might develop truncated ranges, lose genetic diversity, and face becoming threatened, endangered, or extinct.

In another article, Nelson says the question that should be asked about applying genetic engineering (GE) techniques to tree breeding is whether we should let a species be reduced to a marginal role — or disappear — when GE provides a solution to saving and restoring the species. His case study is a detailed history of TACF’s development of a transgenic American chestnut (called “Darling 58”). He points out that decades of breeding efforts were based on the hope of developing blight resistance within the native gene pool or to obtain resistance from related species through hybridization. However, those efforts have not yet provided trees suitable for restoring the “king of the Appalachian forest” to native landscapes. Nelson wrote his description before TACF discovered flaws in the GE trees they had been working with and decided to pursue different GE “lines” (see below).

Barriers

The overall strategy is clear. Schlarbaum, Sniezko, and Dana Nelson all describe essentially the same steps, built on the same kinds of expertise and facilities.

Of course, each species will require years of input by a range of experts. These challenges are not trivial. However, the experts named above agree that the principal barrier is the absence of sustained, long-term commitment of resources and facilities. With sufficient resources, many of the scientific challenge can be overcome for at least some of the species at risk.

So, what are the scientific challenges? First, scientists must assess whether the tree species contains sufficient genetic variation in resistance. This involves locating candidate resistant trees; developing and applying short-term assay(s) to screen hundreds or thousands of candidate trees; and determining the levels of resistance present. Second, scientists must develop resistant planting stock for use in restoration. This stage includes scaling up the screening protocol; selecting the resistant candidates or progeny to be used; breeding to increase resistance; establishing seed orchards or other methods to deliver large numbers of resistant stock for planting; and additional field trials to further validate and delineate resistance. Sniezko and Koch (2017) and Sniezko and Nelson (2022) discuss the challenges and describe successes.

facilities at Dorena Genetic Resource Center; photos courtesy of Richard Sniezko, USFS

Complicating the restoration phase is the fact that the resistant tree must be able to thrive and compete in an ecosystem that has changed greatly from that in which it formerly resided. Causes of these changes include repercussions from the absence of the tree species – and possibly associated species; the possible presence of other biotic stresses (pests); and climate change. This is discussed by Nelson (2022). See also my blog.

Successfully completing these steps requires a long-term commitment, which includes significant funding and strong supportive infrastructure. Schlarbaum pointed out that the public and politicians don’t understand the complexity of the restoration challenge and the resources required. He documented the shrinking tree improvement infrastructure as of 2014. At that time, funding for all USFS regional breeding programs was just $6 million. State and land grant university breeding programs were fragmented and seriously underfunded. Only 28 states still had some type of tree improvement activity – and some of these programs were only seed orchards, not active breeding and testing programs. Members of university-industrial cooperatives focus on a small number of commercial species – which are not the species threatened by non-native pests. I believe these resources have shrunk even farther in the decade since 2014.

A separate source of funds for resistance breeding is the Forest Health Protection program, which is under the Deputy Chief for State, Private, and Tribal Forestry rather than the Deputy Chief for Research and Development. While nation-wide data on seed or scion collection or screening to identify and evaluate genetic resistance are poorly reported, Coleman et al. indicate that the USFS Dorena Genetic Resource Center screens unspecified “hundreds” of seed lots for resistance to pathogens annually. The Center also participates in seed, cone, and scion collections, especially of white pines vulnerable to white pine blister rust (WPBR). Supplemental Table S3 lists projects funded over the two decades analyzed by Coleman et al. (2011 – 2020). These included efforts to identify and evaluate possible genetic bases for resistance to, e.g., hemlock woolly adelgid, balsam woolly adelgid, laurel wilt, emerald ash borer, butternut canker, rapid ʻōhiʻa death; and gene conservation for eastern hemlock, ashes, chestnut, in addition to the five-needle pines. Currently, FHP allocates $1.2 million annually to support the group of activities called Genetic Conservation, Resistance and Restoration (R. Cooksey, pers. comm.). 

American beech grafts to be tested for resistance to beech bark disease; at USFS center in Delaware, Ohio; photo courtesy of Jennifer Koch, USFS

USFS scientists involved in these projects describe challenges arising from efforts to cobble together funding from these many sources to support coherent programs. Overall funding levels still fall short of the need, and failure to obtain funding for one component of a program stymies the entire endeavor.

However, some developments are encouraging. The number of private foundations devoted to tree breeding has increased in the last decade. The American Chestnut Foundation (TACF) and American Chestnut Cooperators Foundation (ACCF) have been joined by the White Pine Ecosystem Foundation,  the Great Lakes Basin Forest Health Collaborative, Forest Restoration Alliance, ‘Ohi‘a Disease Resistance Program … These organizations raise awareness, coordinate efforts by multiple parties, and provide opportunities for individuals to contribute funds and volunteer work.

In Hawai`i, disease resistance programs with both koa (Dudley et al.) and ʻōhiʻa ((Metrosideros polymorpha) (Luiz et al.) are active. Work with ash species to find and develop resistance to emerald ash borer is under way but limited due to lack of funds.

Finally, we can persuade Congress to incorporate the provisions of two bills, H.R. 3174 and S. 1238, into the next Farm Bill. The bills would, inter alia, create two grant program. One would fund research addressing specific questions impeding the recovery of native tree species that have suffered severe levels of mortality caused by non-native plant pests. The second would fund implementation of projects to restore these pest-decimated tree species to the forest.

Funded projects would be required to be part of a forest restoration strategy that incorporates a majority of the following components:

(1) Collection and conservation of native tree genetic material;

(2) Production of propagules of the target tree species in numbers sufficient for landscape-scale restoration;

(3) Preparation of planting sites in the target tree species’ former habitats;

(4) Planting of native tree seedlings; and

(5) Post-planting maintenance of native trees.

For a detailed description, see this blog.

Details:

Facilities needed to support successful breeding programs

Sniezko and Nelson identified these needs as follows:

(a) growing space (e.g., greenhouses);

(b) seed handling and cold storage capacity;

(c) inoculation infrastructure;             

(d) field sites for testing;

(e) database capability for collecting, maintaining, and analyzing data;

(f) areas for seed orchard development;

(g) skilled personnel (tree breeders, data managers, technicians, administrative support personnel, and access to expertise in pathology and entomology).

There are very few facilities dedicated primarily to development of populations of trees with resistance to non-native pests; the most notable is the Dorena Genetic Resource Center. Even the existing programs require significant funding increases to accelerate current programs or expand to address additional species. Sniezko and Nelson stress further that a resistance breeding program has different objectives, magnitude and focus than most research projects. It is applied science, that is, an action-oriented effort that is solution-minded—countering the impact of a major disturbance caused by a pest (in our case, a non-native pest).

Schlarbaum provides a shorter but similar list of facilities needed:

  1. production of propagules (seed or clones);
  2. mass propagation in growing facilities, e.g., bare-root seedling nursery or greenhouses;
  3. site preparation of former habitat and planting; and
  4. post-planting maintenance.

Schlarbaum emphasized that each of these activities requires different skill sets, equipment, facilities, and infrastructure.

Genetic Engineering as a Specific Tool

There is considerable interest in the potential role of genetic engineering in pest resistance breeding. None of the successful programs world-wide has yet used genetic engineering (Sniezko and Koch 2017). While incorporating it into holistic breeding programs might result in greater efficiency for certain processes, it raises legal and social acceptability issues. Jacobs et al. discuss the type of education and outreach program needed to generate widespread public support this approach to tree species “rescues.” They call for USDA Forest Service to lead this education effort.

The focus of the 2021 workshop hosted by Purdue University was to explore the pros and cons of using biotechnology in restoring pest-threatened forest tree species. The special issue of New Forests contains several participants’ analyses.  

The overall conclusions are that:

  • “Genetic engineering” – defined as “any technique that uses recombinant, synthesized, or amplified nucleic acids to modify a genome” – is only one type of biotechnology applicable to tree breeding. Other biotechnologies include tissue culture-based propagation, molecular-based genetic markers, gene cloning and sequencing, and genome mapping and sequencing.
  • These new technologies can increase the efficiency of more traditional breeding techniques, However, biotechnologies cannot substitute for holistic programs that incorporate all helpful methods. Careful consideration goes into selecting which techniques are appropriate for a particular host-pest system.
  • Each tree species has unique needs regarding seed or scion collection; seedling propagation in nurseries; site preparation and planting techniques; and management of regeneration after its re-introduction into forests. Scientists don’t yet understand these various needs of many threatened species.
  • In the eastern U.S., the tree-breeding infrastructure is based in the Southeast and focused on a few pine species grown commercially. The facilities do not match the greatest need. That is, many of the at-risk species are hardwoods native to the Northeast.
  • Current resources are inadequate to support the sustained, long-term commitment of resources and facilities necessary to be successful.

Dana Nelson addressed the role of genetic engineering (GE) in detail. He emphasized repeatedly that GE is not a short-cut to tree improvement. Incorporating a GE component does not avoid the other steps. It can, though, provide new possibilities to address problems. Nelson says the crucial, initial question is – can GE solve the specific forest conservation or management problem more effectively and efficiently than existing methods? There are some important subtleties to consider. First, success does not require achieving immunity (100% resistance); the level of resistance needs to be only sufficient to allow the tree species to survive, reproduce and co-evolve with the pest. Second, “efficiency” is an important consideration. We cannot afford delay because during those years or decades the wild tree loses genetic variability as more trees die. Also, changes in the environment continues to change, and the decimated tree species is not adapting.

If genetic engineering promises to contribute meaningfully, then the breeders must answer several follow-up questions before proceeding to develop a specific plan. Nelson also stresses that the planned activities must be integrated with an ongoing tree breeding program to ensure project success.

Nelson provides a lengthy description of the process of integrating genetic engineering into tree breeding programs.

GE in Chestnut Breeding – Setback

The most prominent breeding effort incorporating genetic engineering in the U.S. has been The American Chestnut Foundation’s (TACF) program to restore American chestnut (Castanea dentata). For decades, TACF has pursued development of trees resistant to the fungus which causes chestnut blight (Cryphonectria parasitica). Over the past decade, hopes have centered on a genetically engineered line into which was inserted a gene from wheat (oxalate oxidase; OxO). The OxO gene detoxifies the oxalic acid produced by the chestnut blight fungus and thus prevents the cankers from killing the tree.

Years of tests have shown the gene to be effective and to cause no environmental harm. In 2023, when trees in outside test plots grew larger, scientists observed disappointing results. Trees’ blight tolerance varied greatly. Worse, resistant trees grew more slowly and exhibited lower overall fitness. [For a full discussion of the issues, visit TACF’s website] Prompted by these disappointments, scientists carried out further molecular analyses. They found that the OxO gene was on a different chromosome than expected.

TACF researchers now suspect that the trees’ variable performance stems primarily from the placement of the OxO gene and the fact that the gene is always “switched on”. That constant expression appears to result in high metabolic costs for the trees. Since all the genetic lines developed to date have this defect, TACF is no longer pursuing research efforts with any of the GE trees developed to date. The Foundation believes it would be irresponsible to continue efforts – by itself and by partners – focused on a genetic line that looks unable to compete successfully when introduced to the forest.

Instead, TACF has begun investigating other transgenic lines that use a “wound inducible” promoter that switches on the OxO gene only in cells where the plant is wounded. Researchers at both the State University of New York College of Environmental Science and Forestry (SUNY-ESF) and the University of Georgia are working with a variety of inducible promoters. TACF is also testing whether inducible OxO expression can be “stacked”onto genes for blight resistance present in the backcross hybrids. Finally, TACF and Virginia Tech are also exploring whether resistance can be enhanced by insertion of genes from Chinese chestnut directly into American chestnut using methods similar to OxO insertion.

 It will be years before we know if these approaches provide sufficient levels of resistance. TACF will undertake more extensive testing for efficacy through the tree’s full life cycle – in the lab, greenhouse, and field – before submitting a new GE organism to regulators for review. Meanwhile, it will continue rigorous testing for plant health and environmental risks and will strengthen the cooperative structure to facilitate sharing of intellectual property and provide full transparency.

The Darling GE line was the most important transgenic hybrid chestnut line TACF had invested in. So this is a major setback – and comes when regulatory approval seemed near.

Let’s keep this in perspective, however. As a colleague has said, based on his years of teaching science to middle school students, “There are no failures in science, just reductions in the unknown; Edison failed a thousand times before getting the light bulb right, etc….”  The technology is ready when it is ready. In addition, he praised TACF for choosing to explain its decision frankly: “nothing builds credibility like early failures openly admitted.”   

Meanwhile, TACF continues to make gains in blight resistance with its traditional American chestnut backcross hybrid breeding program. They have established a genetically diverse, reproducing population of thousands of trees representing hundreds of breeding lines. These trees are planted in TACF’s expansive network of germplasm conservation orchards and regional breeding and backcross orchards. They have substantially increased resistance to both the blight and Phytophthora cinnanomi in these populations. The future inclusion of transgenic and/or gene-edited trees will further increase those gains.

Another Approach

Meantime, the American Chestnut Cooperators Foundation (ACCF), which breeds from persistent pure American chestnut, now has some trees that are nearly 50 years old. The program has bred five generations of pure American chestnuts that show durable blight resistance. Many trees are 60 feet tall or higher; they produce nuts. Vice President Jenny Abla (pers. comm.) reports that they show excellent canker response (swollen and superficial). The picture shows one of their most notable stands, which is in the Jefferson National Forest. Dr. Sniezko is exploring whether this program shows sufficient promise to justify increased support from the USFS.

ACCF chestnut trees; photo courtesy of Jenna Abla

Improving Coordination – will funds follow?

In July 2023, representatives from essentially all the forest tree resistance breeding programs in the U.S. met at Dorena Genetic Resource Center in Oregon to discuss their current successes and how to fast-track all programs. This is the first such meeting since 1982 (Richard Sniezko, pers. comm.). I encourage us all to study the report when it emerges and encourage USFS leadership to support the more unified enterprise.

Status of Efforts to Conserve Other Tree Species

The special issue of New Forests (Vol. 54 Issue 4) included several articles exploring the specifics of breeding elms, ashes, and ʻōhiʻa. These describe difficult challenges … and scientists determined to make progress on overcoming them.

“survival” American elm at Longwood Gardens; photo by F.T. Campbell

Elms (Ulmus spp.) (see article by Martin et al.)

Let’s not forget that elms were keystone species in Europe and North America until attacked by two epidemics of “Dutch” elm disease during the 20th Century. While hybrid elms are available for urban plantings, many consider them not appropriate for planting in natural forests because these genotypes are not native.

Martin et al. describe a bewildering conglomeration of complexities and possibilities arising from biotic and abiotic factors. Initiation and especially intensity of the disease in a particular tree depend on

  • the species or strain of the tree, vectoring beetle, and pathogen;
  • timing of the attack; and
  • adequacy of water supplies at that time.

Possible targets for manipulation include the pathogen, its beetle vector, and the tree’s response — either in its bark or xylem. Martin et al. suggest that a combination of resistance to the pathogen within the xylem, resistance to beetles’ feeding wounds, and lowering tree clues that attract the beetles could considerably enhance longer-term overall resistance in the field.

However, verifying which approaches produce the best result will be complicated by the trees’ sensitivity to environmental factors such as season and water supply. Apparent resistance might actually be tied to, for example, low water supplies during the spring when the attack occurred.

Restoration strategies, including resistance to pests, must accommodate the diverse ecological conditions in the species’ large range, the rapid evolution of the Ophiostoma pathogens; and other pests and pathogens that attack elms. Nor do scientists know appropriate planting strategies.

Martin et al. believe Dutch elm disease is unlikely to be spread by movement of living elm plants, although other pests could be (and have been).

ash trees to be tested for resistance to emerald ash borer; photo courtesy of Jennifer Koch, USFS

Ashes (Fraxinus spp.)

While a USFS team led by Jennifer Koch link are conducting much of the on-the-ground efforts to breed ash trees resistant to the emerald ash borer (EAB; Agrilus plannipennis), Stanley et al. note that scientists cannot simply cross most North American ash species with the Asian ash, F. mandshurica, because the two groups are sexually incompatible. Scientists have instead focused on trying to enhance the resistance to EAB that is apparently present in a small proportion of ash trees, called “lingering ash.” Scientists funded by USDA Forest Service have already devoted over 14 years to finding such lingering ash to be tested for resistance.

Testing these trees is not simple (see Stanley et al.). But scientists are overcoming some of the obstacles.  They have shown that the capability of a few green ash (Fraxinus pennsylvanica) (less than 1%) to defend themselves from EAB attack is genetic. Genes determine the relative abundance of specific metabolites manufactured by the tree; high levels kill more beetle larvae. These trees’ tolerance is not immunity but it might be sufficient to allow the tree to survive and grow. The level of metabolites synthesized by succeeding generations of the tree can probably also be enhanced by breeding.

To restore ash it is necessary to propagate large numbers of clones and to root the resulting embryos. This has been challenging. Merkle et al. describe five years of efforts to develop techniques that allow in vitro propagation to speed up selection and breeding. These techniques will facilitate establishment of numerous groups of propagules with the genetic differences needed to accommodate the large geographic range of several ash trees. For example, the green ash range covers more than half the continental U.S. plus multiple Canadian provinces.

ʻōhiʻa on lava field, Hawaii Volcanoes National Park

‘Ōhi‘a (Metrosideros polymorpha)

‘Ohi‘a is the most widespread tree species on the Hawaiian Islands. It provides vitally important habitat for conservation of countless taxa of endemic birds, insects, and plants. It is also of great cultural importance for Native Hawaiians.

Luiz et al. review the tree species’ importance, the many threats to native Hawaiian forests, and a coalition’s efforts to counter the most recent – and alarming – threat, rapid ʻōhiʻa death (ROD).

Rapid ʻōhiʻa death is caused by two introduced species of in the genus Ceratocystis. C. lukuohia colonizes the tree’s sapwood and kills the tree quickly. This disease is present on two islands, Hawai`i and Kaua‘i. It has the potential to devastate ‘ohi‘a forests across the state. The other pathogen, C. huliohia, invades the phloem, cambium, and outer xylem, resulting in a well-defined area of necrotic tissue and slower mortality. This disease is on Hawai`i and Kaua‘i, plus Maui and O‘ahu. The two pathogens have different origins. C. lukuohia belongs to a genetic line that is based in Latin America, C. huliohia to a genetic line based in Asia and Australia.

Conservationists formed a coalition and developed a strategy to guide the process of identifying and developing disease resistance in M. polymorpha and, if possible, other Metrosideros species on the Islands. Luiz et al. describe the coalition’s many activities. The challenges are familiar ones:

  • obtaining sufficient facilities to screen large numbers of seedlings;
  • developing techniques for inoculation, propagation, and speeding up growth of seedlings;
  • improving techniques for detecting individual infected and healthy trees across difficult terrain;
  • testing trees native to all parts of the tree’s range, which is not large in area, but covers a great variety of elevations and climates); and
  • needing to develop trees resistant to both C. lukuohia and C. huliohia.

Luiz et al. reiterate the necessity to manage all threats to healthy ʻōhiʻa stands, for example, by  

  • curtailing human spead of infected wood, using both quarantines and supportive public education;
  • testing repellants to reduce beetle attack.
  • reducing injuries to trees by fencing forests and removing feral ungulates. link to website?

SOURCES

Buggs, R.J.A. 2020. Changing perceptions of tree resistance research. Plants, People, Planet. 2020;2:2–4. https://doi.org/10.1002/ppp3.10089

Coleman, T.W., A.D. Graves, B.W. Oblinger, R.W. Flowers, J.J. Jacobs, B.D. Moltzan, S.S. Stephens, R.J. Rabaglia. 2023.  Evaluating a decade (2011–2020) of integrated forest pest management in the United States. Journal of Integrated Pest Management. (2023) 14(1): 23; 1–17

Dudley, N.; Jones, T.; Gerber, K.; Ross-Davis, A.L.; Sniezko, R.A.; Cannon, P.; Dobbs, J. 2020. Establishment of a Genetically Diverse, Disease-Resistant Acacia koa A. Gray Seed Orchard in Kokee, Kauai: Early Growth, Form, and Survival. Forests 2020, 11, 1276 https://doi.org/10.3390/f11121276

Jacobs, D.F., R. Kasten Dumroese, A.N. Brennan, F.T. Campbell, A.O. Conrad, J.A. Delborne, et al. 2023. Reintroduction of at-risk forest tree species using biotech depends on regulatory policy, informed

by science and with public support. New Forests (2023) 54:587–604

https://doi.org/10.1007/s11056-023-09980-y

Luiz, B.C., C.P. Giardina, L.M. Keith, D.F. Jacobs, R.A. Sniezko, M.A. Hughes, J.B. Friday, P. Cannon, R. Hauff, K. Francisco, M.M. Chau, N. Dudley, A. Yeh, G. Asner, R.E. Martin, R. Perroy, B.J. Tucker, A. Evangelista, V. Fernandez, C. Martins-Keli.iho.omalu, K. Santos, R. Ohara. 2023. A framework for establishing a rapid ‘Ohi‘a death resistance program. New Forests https://doi.org/10.1007/s11056-021-09896-5

Martín, J.A., J. Domínguez, A. Solla, C.M. Brasier, J.F. Webber, A. Santini, C. Martínez-Arias, L. Bernier, L. Gil1. 2023. Complexities underlying the breeding and deployment of Dutch elm disease resistant elms. New Forests https://doi.org/10.1007/s11056-021-09865-y  

Merkle, S.A., J.L. Koch, A.R. Tull, J.E. Dassow, D.W. Carey, B.F. Barnes, M.W.M. Richins, P.M. Montello, K.R. Eidle, L.T. House, D.A. Herms and K.J.K. Gandhi. 2023. Application of somatic embryogenesis for development of emerald ash borer-resistant white ash and green ash varietals. New Forests  https://doi.org/10.1007/s11056-022-09903-2

Nelson, C.D. 2023. Tree breeding, a necessary complement to genetic engineering. New Forests

https://doi.org/10.1007/s11056-022-09931-z

Pike, C.C., J. Koch, C.D. Nelson. 2021. Breeding for Resistance to Tree Pests: Successes, Challenges, and a Guide to the Future. Journal of Forestry, Volume 119, Issue 1, January 2021, Pages 96–105, https://doi.org/10.1093/jofore/fvaa049

Sniezko, R.A., J. Koch, J-J. Liu and J. Romero-Severson. 2023. Will Genomic Info Facilitate Forest Tree Breeding for Disease and Pest Resistance? Forests 2023, 14, 2382.

https://doi.org/10.3390/f14122382

Sniezko, R.A. and C.D. Nelson. 2022. Chapter 10, Resistance breeding against tree pathogens. In Asiegbu and Kovalchuk, editors. Forest Microbiology Volume 2: Forest Tree Health; 1st Edition. Elsevier

Stanley, R.K., Carey, D.W., Mason, M.E., Doran, A., Wolf, J., Otoo, K.O., Poland, T.M., Koch, J.L., Jones, A.D. and Romero-Severson, J. 2023. Emerald ash borer (Agrilus planipennis) infestation bioassays and metabolic profiles of green ash (Fraxinus pennsylvanica) provide evidence for an induced host defensive response to larval infestation. Front. For. Glob. Change 6:1166421. doi: 10.3389/ffgc.2023.1166421

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

Eastern National Parks: Forest Regeneration Failing in 69%

Gettysburg battlefield; now under attack by emerald ash borer (see below)

Kathryn Miller and colleagues (full citation at end of blog) have published a study that examined the status and trends of forest regeneration in 39 National parks from Virginia to Maine. Four-fifths of the forest plots in the study are classified as mature or late successional – so at first glance the forests look healthy. However, the researchers made an alarming finding: in 27 of 39 parks, forest regeneration is failing – either imminently or probably. Acadia National Park is an exception; it is the only park in the study experiencing healthy regeneration. They warn that without intense, sustained – and expensive! – intervention, these forests are likely to be converted to other types of ecosystems. [I  blogged recently about findings regarding regeneration in eastern forests: here  and  here  and here and here.

The forests’ understories have too few seedlings and – especially – saplings to maintain themselves. Worse, in many cases the seedlings and saplings are not the same species as the mature trees that form the canopy. The saplings are shorter species that never reach the canopy. That is, species like pawpaw (Asimina triloba), American holly (Ilex opaca), American hornbeam (Carpinus caroliniana), and eastern redbud (Cercis canadensis) are regenerating, rather than the oaks (Quercus spp.), hickories (Carya spp.), maples (Acer spp.), and pines (Pinus spp.) that constitute the canopies of mature forests in these parks.

Miller and colleagues call these “regeneration mismatches.” In about half of the parks, these native canopy tree species make up less than half of current saplings and seedlings. This situation suggests the forests’ species composition will shift substantially, thereby undermining resilience in the face of other challenges, such as invasive plants and pests and climate change.

In many of these National parks, Miller and colleagues found abundant ash regeneration. For example, ash (Fraxinus spp.) constitute more than half of all seedlings in four parks (Johnstown Flood and Friendship Hill in Pennsylvania; Catoctin Mountain in Maryland; Manassas Battlefield in Virginia).  Miller and colleagues consigned ash species to the “subcanopy class” because the emerald ash borer (EAB) has caused such high mortality of mature trees. They think regard it unlikely that current and future seedlings will ever reach full size. The devastating impact is most starkly illustrated in Gettysburg National Battlefield Park. Consistent deer management since 1996 has been rewarded: the Park ranks at the top for regeneration among the 39 parks. However, more than half of the seedlings and a quarter of the saplings are ashes. EAB has shifted the Park’s otherwise secure regeneration status into probable failure.

When regeneration fails:  too many deer

Throughout the study region, the overwhelming reason regeneration fails is browsing by overabundant deer. The level of deer browse is considered “acceptable” in only four parks. Deer suppress the number of seedlings and saplings. They also skew species composition of native subcanopy species toward those less palatable. Miller and colleagues found that canopy tree density and cover and past human land use had minimal impacts on seedling and sapling numbers or species composition.

Overabundant deer also promote invasion and spread of non-native plants, which are the second most important factor impeding regeneration. Together, invasive plants and non-native earthworms are ecosystem engineers that negatively impact soil and cause cascades of biotic and abiotic impacts throughout forest ecosystems.

Many of the parks experiencing the most severe impacts of chronic deer browse also have the highest invasions by non-native plants. A natural process of regeneration occurs when the death or collapse of mature trees create gaps in the forest canopy. Where deer and invasive shrubs overlap, this process is often hijacked. Instead of nearby native tree species accelerating their growth toward the canopy, thickets of invasive shrubs crowd the space.

For this reason, Miller and colleagues recommend that park management prioritize treating invasive plants in canopy gaps of disturbed stands to avoid forest loss. They recommend deliberate creation of canopy gaps to promote resilience only for parks, or stands within parks, that have low deer and invasive plant abundance or the capacity to intensively manage invasive plants in gaps.

In most parks, non-native tree species are rare, less than 2% of total regeneration. In seven parks, though, non-native trees exceed ten percent of seedlings and/or saplings. In three parks, saplings of non-native trees are increasing. These are primarily tree-of-heaven (Ailanthus altissima) and Norway maple (Acer platanoides). In Saratoga National Historical Park, seedlings of common buckthorn (Rhamnus cathartica) are increasing.

Beech regeneration in Prince William Forest Park

Role of other pests

Miller and colleagues express fear that beech bark disease and beech leaf disease might have effects similar to those of EAB, leading to a greater “regeneration debt” in parks where American beech (Fagus grandifolia) is the dominant regeneration component. They cite specifically Prince William Forest Park in northern Virginia, [25 mi2] Rock Creek Park in the District of Columbia, [2.7mi2] and Saratoga National Historical Park. [5.3 mi2] The authors also suggest that thickets of beech root sprouts formed in response to BBD can suppress regeneration of other native canopy species and so might need to be managed.

Miller and colleagues mention hemlock woolly adelgid (HWA), but provide very little information. They report that Saint-Gaudens National Historical Park in New Hampshire (the home and studio of sculptor Augustus Saint-Gaudens) is at particular risk because of growth of both beech and eastern hemlock (Tsuga canadensis). I know that Delaware Water Gap National Recreation Area [109m2] has experienced major losses of mature hemlocks. [Shenandoah National Park has also, but it was not included in the study.]

Hemlock Ravine, Delaware Water Gap National Recreation Area; photo by Nicholas T via Flickr

Miller and colleagues report that Acadia National Park is seeing recovery of red spruce (Picea rubens) from a major fire in 1947 and possibly also from acid rain. They do not mention the longer-term threat from the brown spruce longhorned beetle. Their focus is on forest dynamics largely unaffected by deer.

In the same way, the authors make no mention of the absence of dogwood trees, presumably because they had been eliminated by dogwood anthracnose decades ago. Nor do they mention vascular streak dieback of redbud; the causal agent still uncertain. [See Annie Self’s presentation to National Plant Board, August 2023.]

dead ash tree in Shenandoah National Park

One omission is large enough that it might affect the study’s findings. At mi2 Shenandoah is the largest National Park in the region. It was not included in the study because the Park’s forest monitoring process is not compatible with those in other NPS units. All the other parks – including Acadia (562 mi) – are much smaller, protecting historic sites like Civil War battlefields.

RECOMMENDATIONS

Miller and colleagues recommend that deer management be initiated in parks classified as at imminent or probable regeneration failure, if such programs are not already under way. They warn that effective deer management requires sustained commitment. Studies of deer exclosures show that full forest recovery from chronic deer overabundance can take as long as 40–70 years.

The authors also recommend actions to open the subcanopy to facilitate growth of saplings belonging to desired species. They caution that deer predation must be controlled. Furthermore, either invasive plant cover must be low, or management must ensure that that the park has sufficient resources to sustain an invasive plant control program – especially if invasive plants are combined with abundant deer.

Parks experiencing compositional mismatches and that are dominated by oak–hickory forest types might also benefit from prescribed burning. Again, deer browse pressure must be minimized. In addition, regeneration of oaks and hickories must already be present.

In park forests dominated by species vulnerable to lethal pests, e.g., beech-, ash-, or hemlock-dominated forest stands, Miller and colleagues recommend considering planting alternative native canopy species and protecting those plantings from deer. Park managers should also consider thinning beech thickets formed after beech bark disease kills canopy trees.

Media coverage

The Washington, D.C., public radio station, WAMU, reported on this research   on the air (broadcast December 20) and on its website. It is written by Jacob Fenston, with great photographs by Tyrone Turner. The story emphasized the link between deer and invasive plants – since regeneration in eastern deciduous forest happens by saplings taking advantage of gaps formed when mature trees die. The story quotes DC-area people on their efforts to contain vines. The Natural Resource Manager at Catoctin Mountain Park [8 mi2] describes that park’s longstanding deer control program. The story also mentions impacts of EAB and threat of BLD.

News – Funding for these parks to counter the threats!

Lead author Kathryn Miller has informed me that the Bipartisan Infrastructure Law and Inflation Reduction Act has provided the 39 parks involved in this study over $10 million to improve forest resilience largely through reduction of invasive plants and overabundant deer.

Of course, invasive species threats to National parks are not limited to the Northeast – nor are they new. I have raised this problem from the beginning. To see these blogs, on the “nivemnic” website, scroll down below the archives to the “categories”, then click on “national parks”.

SOURCE

Miller, K.M., S.J. Perles, J.P. Schmit, E.R. Matthews, M.R. Marshall. 2023. Overabundant deer and invasive plants drive widespread regeneration debt in eastern United States national parks. Ecological Applications. 2023;33:e2837. https://onlinelibrary.wiley.com/r/eap  Open Access

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

Imports from Asia rise; perhaps 2,000 or more containers carrying insect pests enter U.S. in one month

Wood packaging – crates, pallets, spools for wire, etc. — has been recognized as a major pathway for introduction of tree-killing pests since the Asian longhorned beetle was detected in New York and Chicago in the late 1990s. As of 2021, 65 new species of non-native wood- or bark-boring Scolytinae had been detected in the United States (Rabaglia; full citation at end of the blog).

As I have often reported [To see my 40+ earlier blogs about wood packaging material, scroll down below archives to “Categories,” click on “wood packaging”.], the international phytosanitary community adopted the International Standard for Phytosanitary Measures (ISPM) #15. The goal of ISPM#15 is to “significantly reduce” [not eliminate] the risk of pests associated with solid wood used for constructing packaging (e.g., crates, pallets), from being introduced to other countries through international trade.

I recently reviewed the first 20+ years of implementation of ISPM#15 including two analyses by Robert Haack and colleagues in a blog in December 2022. I have also provided the broader context of the World Trade Organization (WTO) in my Fading Forests II report.  

I last blogged about U.S. import volumes in June. My silence since reflected the significant decline in U.S. imports from Asia. This reduction had reduced the likelihood that a new tree-killing pest would be introduced from that region – or that an already-established pest would be introduced to a U.S. region that had escaped it so far.

However, U.S. imports from Asia have suddenly grown! In October 2023, containerized imports from Asia were 12.4% higher than a year ago – and 6% higher than in September. According to the Journal of Commerce (full citation at end of blog), U.S. retailers anticipate consumers will purchase lots of gifts for the upcoming Christmas season.

The U.S. imported 1.57 million TEU from Asia in October. This volume exceeded even the pre-COVID levels. How great is the associated risk of a pest introduction? To calculate that, I apply the following:

  • most U.S. imports arrive in 40-foot-long containers, so divide TEU by 2 = 785,000
  • a decade-old estimate that 75% of containers in maritime shipments contain wood packaging (Meissner et al.) = 588,750 containers with wood packaging (I suspect it is more).
  • the estimate by Haack et al. 2014 that 0.1% (1/10th of 1 percent) of consignments (which usually means a single container) harbor tree-killing pests;
  • the estimate by Haack et al. 2022 that 0.22% of consignments harbor tree-killing pests.
inspecting a pallet; CBP photo

The result of these calculations is an estimate of 648 containers (using the 2009 global estimate), or 1,727 containers (using the 2022 global estimate), or 5,730 containers (using the 2010-2020 estimate for China specifically) entering the country in one month harbored tree-killing pests. Since West Coast ports received 54% of those containers, the estimated number of containers transporting pests that enter California, Washington, or Oregon ranged from 349 to 3,042. The rest are scattered among the dozens of ports on the East and Gulf coasts.

With drought limiting container ship transits through the Panama Canal (Szakonyi 2023), the threat to East and Gulf coast ports might not rise commensurately.

Because of the low levels of imports in previous months, U.S. imports from Asia remain significantly below levels in previous years: 16.6% lower for the January – September period compared to 2022.

The 2022 analysis found that the rate of wood packaging from China that is infested has remained relatively steady since 2003: 1.26% during 2003–2004, and ranged from 0.58 to 1.11% during the next three time periods analyzed. Packaging from China made up 4.6% of all shipments inspected, but 22% of the 180 consignments with infested wood packaging. Thus the proportion of Chinese consignments with infested wood is five times greater than would be expected based on their proportion of imports.  Note the great impact of this high infestation rate on the number of containers transporting tree-killing pests to the U.S. in the paragraph above: more than 8,000 containers compared to about 2,000.  

I remind you that the U.S. and Canada have required treatment of wood packaging from China since December 1998. Why are the responsible agencies in the United States not taking action to correct this problem? [which has persisted for 2 decades]

The fact is – as I have argued numerous times — a pallet or crate bearing the ISPM#15 mark has not proved to be a reliable indicator as to whether the wood is pest-free. (This might be because the wood had not been treated, or if it was, the treatment failed). All the pests detected in the Haack et al. studies (after 2006) were in wood packaging bearing the ISPM#15 mark. As noted in my past blogs [click on the “wood packaging” category to bring up blogs about wood packaging and enforcement], Customs and Border Protection also report that nearly all the wood packaging in which that they detected insect pests bore the ISPM#15 mark.

According to Angell in November (full citation at end of blog), U.S. imports from India to the east coast fell by 15% in the first 10 months of 2023 compared to last year – to a total of 623,356 TEUs. This might change in the future: a shipper has promised to start weekly arrivals from India beginning in May 2024. the company plans calls at New York-New Jersey, Savannah, Jacksonville, Charleston, and Norfolk. The ships will call, en route, at ports in Saudi Arabia, Egypt, and Spain. What pests might be hitching a ride on these shipments?

SOURCES

Haack RA, Britton KO, Brockerhoff EG, Cavey JF, Garrett LJ, et al. 2014. Effectiveness of the International Phytosanitary Standard ISPM No. 15 on reducing wood borer infestation rates in wood packaging material entering the United States. PLoS ONE 9(5): e96611. doi:10.1371/journal.pone.0096611

Haack RA, Hardin JA, Caton BP and Petrice TR. 2022. Wood borer detection rates on wood packaging materials entering the United States during different phases of ISPM#15 implementation and regulatory changes. Frontiers in Forests and Global Change 5:1069117. doi: 10.3389/ffgc.2022.1069117

Meissner, H., A. Lemay, C. Bertone, K. Schwartzburg, L. Ferguson, L. Newton. 2009. Evaluation of pathways for exotic plant pest movement into and within the greater Caribbean Region.  

Mongelluzzo, B. 2023. U.S. imports from Asia hit 2023 high in October despite muted peak season. Journal of Commerce https://www.joc.com/article/us-imports-asia-hit-2023-high-october-despite-muted-peak-season_20231116.html (access limited to subscribers, unfortunately)

Angell, M. 2023. ONE readies India-US East Coast service as part of 2024 network rollout. Journal of Commerce. November 27, 2023

Rabaglia, R. 2021. The increasing number of non-native bark and ambrosia beetles in North America. International Union of Forest Research Organizations. Prague, Czech Republic. September 2021

Szakonyi, M. 2023. Carriers Weigh Options as Panama Canal restrictions become fact of life. Journal of Commerce. November 21, 2023. (Access limited to subscribers, unfortunately)

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

New APHIS risk assessment concludes eastern forests safe from SOD. I note too many uncertainties

northern red oak – host of P. ramorum in eastern U.S. forests Photo by F.T. Campbell

The 2023 USDA APHIS risk assessment (PRA) seeks to analyze the possibility that the pathogen will invade and damage forests outside of California and Oregon – especially the deciduous forests of the East.

Is this study preparation for ending federal regulation of this pathogen through the nursery trade? If so, I think this study warrants particularly careful scrutiny. I raise questions about the study’s assumptions and the admitted uncertainties affecting several critical issues.

Managing Phytophthora ramorum – the causal agent of sudden oak death and ramorum blight – has proved to be difficult. It has demanded considerable resources over more than 20 years. I certainly agree that APHIS should focus on real risks. However, I am not satisfied that this risk assessment sufficiently evaluates the risk posed by P. ramorum.

APHIS considers the risk assessment to be final now, after receiving comments from state phytosanitary agencies – via the National Plant Board – and the U.S. Forest Service. APHIS is not seeking additional input. This is unfortunate given the unanswered questions and notable gaps in the study. (Details below.)  Also, the agency has drafted an implementation plan, which staff hope to issue in the coming months. (Congress’ failure to complete Fiscal Year 2024 appropriations, and continuing disagreements about how to proceed, will probably delay this.)

The Risk Assessment’s Major Conclusions

The APHIS assessment concludes that Phytophthora ramorum probably will not cause significant disease in forests outside of California and Oregon. This is because the infective stage of P. ramorum and the susceptible stage of the host complex do not occur at the same time in eastern forests (as they do in the currently infected range). That is, the infectious agent is not present during the period when environmental conditions are favorable for infection, disease development, and spread.

1) Environmental stress, such as heat, decreases survival of P. ramorum inoculum.

2) As a result, inoculum does not build up sufficiently to produce significant disease.

3) The infectious stage of the P. ramorum (zoospore production) does not overlap long enough with the susceptible stage of the host or host complex for disease to develop.

The PRA concludes that while P. ramorum might survive in these environments, disease will not develop. Hosts will not become symptomatic “at a noticeable scale.” (page i of the PRA)

oak forest in West Virginia; photo by ForestWander via Flickr

The authors also conclude that it is unlikely that repeated incursions of the pathogen or changes in climate conditions could increase inoculum pressure sufficiently to cause infection plus disease. The former is especially relevant because infected nursery plants have been shipped to eastern states repeatedly. The assessment lists at least 20 episodes since 2004 (Table 1). In total, P. ramorum has probably been moved more than a thousand times on nursery stock from California, Oregon, or possibly other states (or British Columbia).

The Risk Assessment notes three important sources of uncertainty that affect one or more of its major conclusions:

1) Little is known about the susceptibility and competency of host plant species in the eastern U.S. “Host competency” is the ability of a host species to transmit the infection to another susceptible host or to a vector. This is assessed by measuring pathogen sporulation, production of sporangia or zoospores on the various host species. (Discussed in greater detail below.)

2) Some climatic factors important for disease development cannot be reliably modeled for forest conditions. Until this changes, it seems to me that findings regarding infections and climate change are questionable.

3) A host range expansion due to the introduction or evolution of new clonal lineages might increase the adaptability of P. ramorum in the U.S. and potentially alter the consequences of introduction. Such shifts are definitely possible. In Europe, the EU1 clonal lineage has infected Japanese larch (Larix kaempferi). Both the EU1 and an additional strain of P. ramorum (NA2) have been established in the forests of Oregon for seven years, in California for a few years less. Establishment of the EU1 lineage also increases the chances for sexual reproduction, genetic recombination, and altered biology and epidemiology of this pathogen.

[Some scientists reached the opposite conclusion, although they did not delve as deeply into the climatic factors; instead they focused on host presence in wide climate ranges. See Haller and Wimberley 2020; full citation at end of this blog.]

Description of SOD’s Impact in the West

The PRA provides a decent summary of the history of Phytophthora ramorum in the U.S. It includes dates of detections; how the link was made between the disease and the newly discovered pathogen; its disease cycle; and the principal hosts in California and Oregon. It also documents the tens of millions of trees killed in California and Oregon, along with the resulting changes in forest composition and structure, threats to dependent wildlife species, and increasing fire risks. The study notes the threat to manzanita (Archtostaphylos). California is the center of diversity for the genus, and 59 out of the 105 species that inhabit the state are rare or endangered species.

APHIS: No disease in Eastern Forests Despite Frequent Exposure

As noted above, over the 25+ years since P. ramorum was first discovered in California (and later Oregon) forests and nurseries, infected plants have been shipped to nurseries throughout the country perhaps 1,000 times. Every one of these shipments was in violation of federal regulations conceived, adopted, and implemented by APHIS.

Despite the frequent arrival of P. ramorum-infected plants in nurseries, the less frequent planting of these plants in private and public gardens (many infected plants are destroyed once the infection is detected), and the persistence of detectable P. ramorum spores in streams in the southeastern states, the pathogen has not been detected causing disease in the environments of states other than California and Oregon. The PRA says these 20 years of experience indicate that development of significant disease is unlikely even if propagule pressure increases.

What Worries Me

The PRA states that APHIS scientists’ concept and evaluation of risk have “evolved.” The PRA does not explain this change explicitly; I would have appreciated a discussion of this change.

There is no evidence at present of sustained infectious outbreaks in the forests of the eastern states or Washington State.  However …

  1. The PRA does not even summarize the dozens of known hosts native to eastern deciduous forests. Nor does it report findings of previous laboratory studies regarding the hosts’ capacity to sustain a disease epidemic. Instead, the PRA dismisses these studies with the statement “except for some eastern forest understory species [citing various studies by Paul Tooley and others], we do not have a good understanding of host transmission and susceptibility for tree and shrub species outside of California and Oregon. For this reason we do not include hosts in these maps.”

Since the purpose of the study is to evaluate the risk to those eastern forest species, shouldn’t the authors describe what is already known? Also, the risk assessment lacks an analysis of  the gaps in our knowledge (beyond saying  that research studies cannot be compared due to different methods).

  • Furthermore, the risk assessment is never clear about which species in eastern forests the authors consider important. Are they concerned about the possible mortality only of canopy-sized oaks (Quercus spp.)? Do they consider the threat to shrubs and sub-canopy trees such as dogwood (Cornus spp.), sassafras (Sassafras albidum), andmountain laurel (Kalmia latifolia)? Or do they rate these species important only as possible drivers, not victims, of disease? (See below.)
Kalmia latifolia (cultivar); photo by F.T. Campbell
  • The PRA stresses the importance of climate in disease transmission – specifically relative humidity and the timing of rain events. In the Mediterranean climate of coastal California, this means ample rainfall and mild temperatures in late spring. The PRA provides no data documenting that timing is as critical in the cool and humid climate of Oregon and far northern coastal California, or the United Kingdom. These are the areas where P. ramorum has caused the most serious disease. Portions of the eastern deciduous forest – e.g., mid-elevations of the southern Appalachians – might more closely resemble humidity and temperature conditions of Oregon and Britain than central California. If so, timing might be less decisive a factor there, too.

Temperature is also important: P. ramorum thrives in regions with a 20°C difference between the minimum and maximum daily temperatures. The infectious stages are produced in a relatively narrow temperature range: sporangia between 16 and 22°C, zoospores between 20 and 30°C. The PRA says that after mild temperatures, the second most predictive factor varies by the genetic strain of the pathogen: for the NA1 and NA2 strains, it is minimum temperature of the driest month; for the EU1 strain, it is precipitation during the driest month.

The PRA concludes that areas in the East where temperatures are suitable for infection are rare – see Figure 5B in the document. However …

P. ramorum usually reproduces asexually. When temperature and humidity conditions are conducive, the P. ramorum mycelium produces zoospores which then spread the infection by swimming to new infection sites. Persistence of the crucial film of water on leaves depends on the microclimate of specific sites. Sites that are cooler and damper are present in many parts of the eastern forest, e.g., stream canyons, upper elevations, north-facing slopes. Several of the known or suspected hosts in the east, e.g., Kalmia and Rhododendron species and hemlocks, grow in such sites. Those who purchase plants of these genera often maintain outdoor plantings in or near such sites. Therefore, I continue to worry that conducive conditions might be present in nurseries and gardens of private homes in mountainous areas.

  1. The PRA concedes assessors had insufficient data at scales useful to model the risk associated with these microclimates, or to separate individual effects of temperature, rain, and leaf wetness on P. ramorum infection. I object to glossing over this ignorance. Absence of evidence is not equal to evidence of absence – especially when such iconic and valuable plants are involved.

The Risk Assessment concludes that eastern forests will frequently have inhospitable conditions. This will prevent development of enough spores to initiate widespread disease. However, P. ramorum survives as abundant chlamydospores during conditions such as hot summers, cold winters, and drought. These cells germinate when conditions become suitable. As I noted just above, important portions of eastern deciduous forests provide such conducive conditions – and APHIS says it is unable to model these microclimates.

P. ramorum can also survive in decomposing leaf litter in water. The pathogen has regularly been detected in nearly a dozen streams in southeastern states. In APHIS’ assessors’ opinion, the oomycete cells in these conditions are unlikely to produce sporangia and zoospores that can infect living host tissue. P. ramorum can’t complete its lifecycle without infecting a living plant and the chain of infection will break.

2. The PRA concedes considerable uncertainty associated with the possibility of sexual reproduction. While sexual reproduction has rarely occurred to date, this is probably because the two mating types have been located on two continents: isolates of the A1 mating type have been in only Europe until recently. The A2 isolates are in North America.

This barrier has now been breached. Since 2016 or earlier, a European strain of the A1 mating type (the EU1 lineage) has been established in Oregon and – more recently – in California, near populations of the North American A2 mating type (NA1). The NA2 lineage is also established in Oregon’s forest. The EU1 genotype produces prolific spores in Europe and has the potential to be more aggressive than either North American strain (NA1 and NA2). The presence of EU1 introduces the possibility for sexual reproduction through crossing with the NA1 or NA2 lineages. Indeed, an EU1 – NA2 hybrid has been discovered in a Canadian nursery (that outbreak has reportedly been eradicated). The EU1 strain is currently restricted to western forests. However, it might spread to nurseries, which seem likely to ship EU1-infected plants to eastern states.

Additional genetic variation is probable through introduction of yet more strains, given the failure of current phytosanitary measure to prevent continuing introductions of the pathogen. Scientists recently discovered eight additional strains of P. ramorum in Southeast Asia [the PRA cites Jung et al., 2021]. Each strain represents different adaptations and presents the opportunity for sexual reproduction that might facilitate adaptation to new conditions. The Vietnamese P. ramorum strains are found at high elevations. In the central highlands, at least, rainfall occurs primarily in the summer (the opposite pattern from California). The average annual temperature is 21 to 23°C (70 to 73°F). Winter mean temperatures can fall below 20°C (68oF). I believe the PRA should have discussed how these climatic attributes compare to parts of the eastern U.S. that could be at risk.

Finally, the PRA notes that asexual populations of P. ramorum can “jump” hosts, e.g., EU1 and EU2 in Europe now attack Japanese larch. The EU1 strain in Oregon is infecting grand fir (Abies grandis) and Douglas-fir (Pseudotsuga menziesii) and can occur in the right environmental conditions. The assessment does not discuss the level of disease on these conifers. Perhaps it is too early in the disease progression to know, but the prospects are worrying.

3. As this Risk Assessment notes, in California and Oregon only some hosts contribute to disease spread by P. ramorum. In those states, transmissive hosts are California bay laurel (Umbellularia californica) and tanoak (Notholitocarpus densiflorus). These sporulating hosts drive the epidemic. The true oaks (Quercus spp.) are dead-end hosts – they develop lethal infections but do not contribute to disease spread. Tanoak is unique in being both a sporulating and a mortally vulnerable one. The study seems to assume that the disease will behave similarly in the East. That is, canopy-forming oaks and other trees will be killed but will not transmit infection. The assessment provides no basis for this assumption. I agree that transmissive hosts must be sufficiently tall to allow spores to spread to other hosts through downward rainfall or wind. Do we know that larger eastern oaks, are “dead-end” hosts?What happens if eastern conifers become infested? For example, eastern hemlocks? What about hosts that climb into the canopy, e.g., Japanese honeysuckle (Lonicera japonica)? The risk assessment does say that Rhododendron and Kalmia can reach heights comparable to California bay laurel and that in the United Kingdom disease is sustained by infected Rhododendron. I note that Rhododendron and Kalmia grow in high-elevation “balds” in the Appalachians – where spores could be picked up by wind-driven rain.

Several of the eastern hosts are already – or soon will be – threatened by other non-native pests. A little to the east of the Great Smokey Mountains dogwood’s density is now a fifth of the peak registered 30 years earlier. There is now almost no regeneration in most upland sites. Dogwood anthracnose is more virulent in cool, damp environments – microclimates most suitable for  SOD. Hemlocks have been decimated by hemlock woolly adelgid, opening formerly cool, dark environments to more sunlight. Sassafras faces great losses to laurel wilt disease. These other non-native pests and pathogens might reduce the likelihood of P. ramorum encountering sporulating hosts. On the other hand, these existing threats raise the importance of protecting these hosts from impacts from yet another invasive species.

eastern (flowering) dogwood; photo by F.T. Campbell

Most alarming is the fact that the PRA assessors admit they don’t understand how climatic conditions affect host susceptibility or which eastern forest species might be transmissive hosts. The absence of such call their assumptions and findings into question. An APHIS staffer reports that scientists are now working on these issues. I believe APHIS should have begun studying these issues years ago, given the frequency of the spread many pests via the nursery trade. At a minimum, they should not have published a risk assessment until these questions have been resolved.

Included among the topics the PRA says need additional research are issues underlying vulnerability of eastern forest species and ecosystems:

• Susceptibility and competency of the various host combinations in both eastern and western forests.

• Timing of inoculum production of the various host combinations in the potential host complexes, and whether timing of inoculum production overlaps with when hosts would be susceptible.

• Timing and duration of various climatic factors favorable for infection.

The document does not indicate whether APHIS has funded these research studies. We have only the brief personal statement by the APHIS program leader, above.

The PRA complains about the lack of quantifiable data on the consequences of ramorum blight in nurseries. After noting unmitigated presence of P. ramorum will damage leaves and cause shoot dieback and damping off (death) of young plants, the assessment concludes that scientists and managers understand nursery practices that are effective in mitigating P. ramorum and ramorum blight. However, the assessors are uncertain re: the extent to which nurseries already routinely apply these practices. I add: or will continue to do so if regulatory requirements are ended.

The authors say estimating environmental consequences in other parts of the country is difficult because susceptibility of eastern species remains unclear. This is especially the case with the possibility of P. ramorum infecting conifers and the increased likelihood of sexual reproduction – at least in the West. The study then concludes that unless conditions change, P. ramorum does not pose a high risk to the forests of the rest of the US. Given all these unknown, I consider this conclusion to be unwarranted.

Might the States Substitute for APHIS?

If APHIS ends its regulatory program for P. ramorum, states will be free to adopt their own regulations (see Porter and Robertson, 2011; and Fading Forests III, link at end of this blog). Under the best circumstances, states will coordinate such a response – as they did earlier for thousand cankers disease of walnut. However, the absence of a federal regulation will still raise the (already too high!) likelihood that infected plants will be shipped to eastern states.

SOURCES

Haller, D.J. and M.C. Wimberly. 2020. Estimating the Potential for Forest Degradation in the Eastern United States Woodlands from an Introduction of Sudden Oak Death. Forests 2020, 11, 1334; doi:10.3390/f11121334 www.mdpi.com/journal/forests

Porter, R.D. and N.C. Robertson. 2011. Tracking Implementation of the Special Need Request Process Under the Plant Protection Act. Environmental Law Reporter. 41.

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

International Phytosanitary System: More Evidence of Failure

Rome: home of the International Plant Protection Convention

I often assert that the international phytosanitary system has proven to be a failure in preventing introductions.

Some of the recent publications support my conclusion – although most don’t say so explicitly. For example, the Fenn-Moltu et al. (2023) study of insect transport and establishment around the world found that the number of invasive species-related treaties, regulations and legislation a country has adopted had no significant effect on either the number of insect species detected at that country’s border or the number of insect species that established in that country’s ecosystems..

Weber et al. also found considerable evidence that international and U.S. phytosanitary systems are not curtailing introduction of insects and entomophagic pathogens. In my earlier blog I review their study of unintentional “self-introductions” of natural enemies of arthropod pests and invasive plants. They conclude that these “self-introductions” might exceed the number of species introduced intentionally. These introductions have been facilitated by the usual factors: the general surge in international trade; lack of surveillance for species that are not associated with live plants or animals; inability to detect or intercept microorganisms; huge invasive host populations that allow rapid establishment of their accidentally introduced natural enemies; and lack of aggressive screening for pests already established. Examples cited include species introduced to the United States’ mainland and Hawai`i specifically.

The U.S. Capitol – one of the entities that can reflect our priorities in setting phytosanitary policy

As I point out often, altering human activities that facilitate invasion is a political process. So is amending international agreements that are not effective. We need to determine the cause of the failures of the existing institutions and act to rectify them. See my critiques of both the American and international phytosanitary system Fading Forests II and Fading Forests III (see links at the end of this blog) and my earlier blogs, especially this and this.

SOURCES

Fenn-Moltu, G., S. Ollier, O.K. Bates, A.M. Liebhold, H.F. Nahrung, D.S. Pureswaran, T. Yamanaka, C. Bertelsmeier. 2023. Global flows of insect transport and establishment: The role of biogeography, trade and regulations. Diversity and Distributions DOI: 10.1111/ddi.13772

Weber, D.C., A.E. Hajek, K.A. Hoelmer, U. Schaffner, P.G. Mason, R. Stouthamer, E.J. Talamas, M. Buffington, M.S. Hoddle and T. Haye. 2020. Unintentional Biological Control. Chapter for USDA Agriculture ResearchService. Invasive Insect biocontrol and Behavior Laboratory. https://www.ars.usda.gov/research/publications/?seqNo115=362852

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

Predicting Impacts – Can We Do It?

Clive Braser and others study Phytophthora species in their native habitats of Vietnam; which will become aggressive invaders in North America?

For years, one focus of this blog has been on scientists’ efforts to improve prevention of new introductions of forest pests. In earlier blogs, I summarized and commented on efforts by Mech et al. (2019) and Schultz et al. (2021), who extrapolate from insect-host relationships of pests already established in North America. [Full citations are presented at the end of this blog.] Both limited their analysis to insects; Mech et al. focused on those that attack conifers, Schultz et al. on those that attack single genera of angiosperms (hardwoods).

However, many of the most damaging agents are pathogens; for an indication, review the list under “invasive species” here. Indeed, Beckman et al. (2021) reported that only three non-native organisms pose serious threats to one or more of the 37 species of Pinus native to the U.S. All are pathogens: white pine blister rust (WPBR), pitch canker, and Phytophthora root rot (Phytophthora cinnamomi).

For this reason I welcome a study by Li et al. (2023), who used laboratory tests to evaluate the threat posed by more than 100 fungi associated with bark beetles. Since there are more than 6,000 species of bark and ambrosia beetles and they are commonly intercepted at the U.S. border, determining which should be priorities is important. Li et al. point out that the vast majority of such introductions have had minimal impacts. Two, however, have caused disastrous levels of damage: Dutch elm disease and laurel wilt disease.

Li et al. tested 111 fungi associated with 55 scolytine beetles from areas of Eurasia with latitudes and ecosystems analagous to those in the southeastern U.S. The beetles assessed included beetle species responsible for recent major tree mortality events in Eurasia: Dendroctonus species, Platypus koryoensis (Korean oak wilt), Platypus quercivorus (Japanese oak wilt) and Tomicus species.

The authors tested the fungi’s virulence on four species of trees native to the Southeast – two pines (Pinus taeda and P. elliottii var. elliottii), and two oaks(Quercus shumardii and Q. virginiana).

Li et al. found that none of 111 fungal associates caused a level of damage on these four hosts equal to Dutch elm disease on elms or laurel wilt disease on trees in the Lauraceae. Twenty-two of the fungi were minor pathogens – meaning they might cause damage under certain conditions or when loads of inoculum are large enough.

redbay trees killed in coastal Georgia by laurel wilt; photo by Scott Cameron

I think Li et al. set an extremely high bar for “serious” damage. Surely we wish to prevent introduction of pathogens that cause damage at a lower level than the catastrophes to which these two diseases have exposed a genus (elms) and a family (Lauraceae)! Still, the scientific approach used here is a step toward addressing pathogens. These agents of tree mortality are addressed much less frequently than insects. I hope that scientists will continue to test the virulence of these fungi on some of the thousands of other species that make up the forests of the United States, or at least the dominant species in each ecosystem.

It is discouraging that Raffa et al. (2023) found none of four approaches to predicting a new pest’s impact to be adequate by itself. Instead, they outlined the relative strengths and weaknesses of each approach and the circumstances in which they might offer useful information. I am particularly glad that they have included pathogens, not just insects. The four approaches they review are:

(1) pest status of the organism in its native or previously invaded regions;

(2) statistical patterns of traits and gene sequences associated with high-impact pests;

(3) sentinel plantings to expose trees to novel pests; and

(4) laboratory tests of detached plant parts or seedlings under controlled conditions.

They emphasize that too little information exists regarding pathogens to predict which microbes will become damaging pathogens when introduced to naïve hosts in new ecosystems. See the article, especially Figure 4, for their assessment of the strengths each of the several approaches.

Raffa et al. raise important questions about both the science and equity issues surrounding invasive species. As regards scientific issues, they ask, first, whether it will ever be possible to predict how each unique biotic system will respond to introduction of a new species. Second, they ask how assessors should interpret negative data? In the context of equity and political power, they ask who should make decisions about whether to act?

In my blog I expressed concern about finding that most introduced forest insects are first detected in urban areas whereas introduced pathogens are more commonly detected in forests. I hope scientists will redouble efforts to improve methods for earlier detection of pathogens. Enrico Bonello at Ohio State and others report that spectral-based tools can detect pathogen-infected plants, including trees.

Japanese cherry trees burned on the Washington D.C. mall because infested by scale; on order of Charles Marlatt

Identifying Key Pathways  

International trade is considered the single most important pathway for unintentional introductions of insects. Updated figures remind us about the stupendous amounts of goods being moved internationally. According to Weber et al., international shipping moves ~133 million TEU containers per year between countries, the majority between continents. Four times this number move within regions via coastal shipping. On top of that, four billion passenger trips take place by air every year. Air freight carries another ~220 million tons of goods; while this is a tiny fraction of the weight shipped by boat, the  packages are delivered in less than a day – greatly increasing the likelihood that any unwanted living organisms will survive the trip. The U.S. also imports large numbers of live plants – although getting accurate numbers is a challenge. MacLachlan et al. (2022) report 5 billion plants imported in 2021, but the USDA APHIS annual report for FY22 puts the number at less than half that figure:  2.2 billion plant units.

Given the high volume of incoming goods, Weber et al. advocate improved surveillance (including analysis of corresponding interceptions) of those pathways that are particularly likely to result in non-native species’ invasions, e.g. live plants, raw lumber(including wood packaging), and bulk commodities e.g. quarried rock. Isitt et al. and Fenn-Moltu et al. concur that investigators should focus on the trade volumes of goods that are likely to transport plant pests – in their cases, plant imports.

The importance of the plant trade as a pathway of introduction for has been understood for at least a century – as witnessed by the introductions of chestnut blight DMF and white pine blister rust, DMF and articles by Charles Marlatt. A decade ago, Liebhold et al. (2012) calculated that the approach rate of pests on imported plants was 12% — more than 100 times higher than the 0.1% approach rate found by Haack et al. (2014) for wood packaging.

Since plant-insect interactions are the foundation of food webs, changes to a region’s flora will have repercussions throughout ecosystems, including insect fauna. See findings by teams led by Doug Tallamy and Sara Lalk; and a chapter in the new forest entomology text written by Bohlmann, and Krokene (citation at end of blog under Allison, Paine, Slippers, and Wingfield). Sandy Liebhold and Aymeric Bonnamour also addressed explicitly links between introductions of non-native plant and insect species. Weber et al. call this phenomenon the “receptive bridgehead effect”: a non-native plant growing prolifically in a new ecosystem provides a suitable host for an organism that feeds on that host, raising the chance for its establishment.

Recent studies confirm the importance of the “receptive bridgehead effect”. Isitt and colleagues found that the large numbers of introduced European insect species – all taxa, not just phytophagous insects – established in North America and Australia/New Zealand were best explained by the numbers of European plants introduced to these regions – in other words, the most important driver appears to be the diversity of non-native plants.  

The presence of European plants in North America and Australia/New Zealand promoted establishment of European insects in two ways. First, these high-volume imports increased the propagule pressure of insects associated with this trade. Live plant imports might have facilitated the establishment of ~70% of damaging non-native forest insects in North America. Second, naturalization of introduced European plants provided a landscape replete with suitable hosts. This is especially obvious in Australia/New Zealand, which have unique floras. In Australia, nearly 90% of non-native pest insects are associated with non-native plants. Those non-native insects that do feed on native plants are more likely to be polyphagous.

Amur honeysuckle – one of the hundreds of Asian plants invading North American ecosystems; via Flickr

I hope U.S. phytosanitary officials apply these lessons. Temperate Asia is the source of more non-native plants established in both North America and Australia/New Zealand than is Europe. Already, many insects from Asia have invaded the U.S. The logicof the “receptive bridgehead effect” points to prioritizing efforts to prevent even more Asian insects from reaching our shores!

Fenn-Moltu et al. sought to elucidate which mechanisms facilitate species’ success during the transport and introduction/establishment stages of bioinvasion. They studied the transport stage by analyzing border interceptions of insects from 227 countries by Canada, mainland U.S., Hawai`i, Japan, New Zealand, Great Britain, and South Africa over the 60 year period 1960 – 2019. They studied establishment by analyzing attributes of 2,076 insect species recorded as established after 1960 in the above areas plus Australia (North America was treated as a single unit comprised of the continental U.S. and Canada).

The number of species transported increased with higher Gross National Income in the source country. The number of species transported decreased with geographic distance. They suggest that fewer insects survive longer journeys, but say additional information is needed to verify this as the cause. The number of species transported was not affected by species richness in the native region.

More species established when introduced to a country in the same biogeographic region. They were not surprised that environmental similarity between source and destination apparently strongly affected establishment success. The number of species established was not affected by species richness in the native region. For example, the greatest number of established species originated from the Western and Eastern Palearctic regions, which together comprise only the fifth-largest pool of native insect species.

Gaps Despite Above Studies

As I noted at the beginning, most of the studies examining current levels of pests transported on imported plants have been limited to insects. This is unfortunate given the impact of introduced pathogens (again, review the list damaging organisms under “invasive species” here).

In addition, most studies analyzing the pest risk associated with plant imports use port inspection data – which are not reliable indicators of the pest approach rate. The unsuitability of port inspection data was explained by Liebhold et al. in 2012 and Fenn-Moltu et al. a decade later – as well as Haack et al. 2014 (as the data pertain to wood packaging). Fenn-Moltu et al. note that inspection agencies often (and rightly!) target high-risk sources/commodities, so the records are biased. Other problems might arise from differences in import volume, production practices, and differences in records that identify organism only to genus level rather than species. Fenn-Moltu et al. call for relying on randomized, statistically sound inspection systems; one such example is USDA’s Agriculture Quarantine Inspection System (AQIM). Under AQIM, incoming shipments are randomly selected and put through more thorough inspections to produce statistically based estimates of approach rates, defined as the percent of inspected shipments found to be infested with potential pests (Liebhold et al. 2012). I ask why scientists who are aware of this issue have not obtained AQIM data for pests associated with plant imports. Plant imports have been included in the AQIM system since 2008. Have they not been able to persuade APHIS to provide these data? Or are these data available for only limited types of imported plants? Too narrow a focus would create a different source of potential bias.

Both Isitt et al. and Fenn-Moltu et al. list factors not addressed and other caveats of which we should be aware when extrapolating from their findings.

SOURCES

Allison, J. T.D. Paine, B. Slippers, and M.J. Wingfield, Editors. 2023. Forest Entomology and Pathology Volume 1: Entomology. Springer          available gratis at https://link.springer.com/book/10.1007/978-3-031-11553-0

Beckman, E., Meyer, A., Pivorunas, D., Hoban, S., & Westwood, M. (2021). Conservation Gap Analysis of Native U.S. Pines. Lisle, IL: The Morton Arboretum.

Fenn-Moltu, G., S. Ollier, O.K. Bates, A.M. Liebhold, H.F. Nahrung, D.S. Pureswaran, T. Yamanaka, C. Bertelsmeier. 2023. Global flows of insect transport and establishment: The role of biogeography, trade and regulations. Diversity and Distributions DOI: 10.1111/ddi.13772

Hoddle. M.S. 2023. A new paradigm: proactive biological control of invasive insect pests. BioControl https://doi.org/10.1007/s10526-023-10206-5

Isitt, R., A.M. Liebhold, R.M. Turner, A. Battisti, C. Bertelsmeier, R. Blake, E.G. Brockerhoff, S.B. Heard, P. Krokene, B. Økland, H. Nahrung, D. Rassati, A. Roques, T. Yamanaka, D.S. Pureswaran.  2023. Drivers of asymmetrical insect invasions between three world regions. bioRxiv preprint doi: https://doi.org/q0.1101/2023.01.13.523858

Li, Y., C. Bateman, J. Skelton, B. Wang, A. Black, Y-T Huang, A. Gonzalez, M.A. Jusino, Z.J. Nolen, S. Freemen, Z. Mendel, C-Y Chen, H-F Li, M. Kolarik, M. Knizek, J-H. Park, W. Sittichaya, T-H Pham, S. Ito, M. Torii, L. Gao, A.J. Johnson, M. Lu, J. Sun, Z. Zhang, D.C. Adams, J. Hulcr.  2022. Pre-invasion assessment of exotic bark beetle-vectored fungi to detect tree-killing pathogens. Phytopathology Vol 112 No. 2 February 2022

Liebhold, A.M., E.G. Brockerhoff, L.J. Garrett, J.L. Parke, and K.O. Britton. 2012. Live Plant Imports: the Major Pathway for Forest Insect and Pathogen Invasions of the US. www.frontiersinecology.org

Liebhold, A.M., T. Yamanaka, A. Roques, S. August, S.L. Chown, E.G. Brockerhoff and P. Pyšek. 2018. Plant diversity drives global patterns of insect invasions. Sci Rep 8, 12095 (2018). https://doi.org/10.1038/s41598-018-30605-4

MacLachlan, M.J., A. M. Liebhold, T. Yamanaka, M. R. Springborn. 2022. Hidden patterns of insect establishment risk revealed from two centuries of alien species discoveries. Sci. Adv. 7, eabj1012 (2021).

Mech,  A.M., K.A. Thomas, T.D. Marsico, D.A. Herms, C.R. Allen, M.P. Ayres, K.J. K. Gandhi, J. Gurevitch, N.P. Havill, R.A. Hufbauer, A.M. Liebhold, K.F. Raffa, A.N. Schulz, D.R. Uden, and P.C. Tobin. 2019. Evolutionary history predicts high-impact invasions by herbivorous insects. Ecol Evol. 2019 Nov; 9(21): 12216–12230.

Raffa, K.F., E.G. Brockerhoff, J-C. Gregoirem R.C. Hamelin, A.M. Liebhold, A. Santini, R.C. Venette, and M.J. Wingfield. 2023. Approaches to Forecasting Damage by Invasive Forest Insects and Pathogens: A Cross-Assessment. Bioscience Vol. 73, No. 2. February 2023.

Schulz, A.N.,  A.M. Mech, M.P. Ayres, K. J. K. Gandhi, N.P. Havill, D.A. Herms, A.M. Hoover, R.A. Hufbauer, A.M. Liebhold, T.D. Marsico, K.F. Raffa, P.C. Tobin, D.R. Uden, K.A. Thomas. 2021. Predicting non-native insect impact: focusing on the trees to see the forest. Biological Invasions.

Weber, D.C., A.E. Hajek, K.A. Hoelmer, U. Schaffner, P.G. Mason, R. Stouthamer, E.J. Talamas, M. Buffington, M.S. Hoddle and T. Haye. 2020. Unintentional Biological Control. Chapter for USDA Agriculture ResearchService. Invasive Insect biocontrol and Behavior Laboratory. https://www.ars.usda.gov/research/publications/?seqNo115=362852

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org

Ash – Science Support Protection Efforts

As we know, survival of North American species of ash (Fraxinus spp.) is threatened by the emerald ash borer (EAB). DMF Sadof, McCullough, and Ginzel (full citation at end of the blog) hope to prevent demise of another ~ 135 million urban ash trees by 2050 bycountering persistent myths that have hindered adoption of effective protective measures. As they note, USDA APHIS has dropped regulations that had been intended to slow the EAB’s spread – which I concede were not very effective.

Protecting urban ash trees now falls to municipalities, states, their leaders and citizens, non-governmental organizations, and tree care professionals. If they apply knowledge gained since the detection of EAB 20 years ago – and are not paralyzed by myths – they can successfully manage EAB populations and protect their town’s ash trees. [I have also blogged about efforts to breed ash trees resistant to EAB.]

Since some studies have found that “myth-busting” is not effective, perhaps people advocating for EAB control should avoid mentioning the myths per se and instead emphasize the science supporting the proposed actions.

Sadof, McCullough, and Ginzel first review aspects of the biology of ash and EAB that are relevant to arborists and pest management specialists:

  • Adult EAB beetles feed on tree leaves for a couple of weeks from mid-May through June. This maturation period provides a 2–3 week opportunity to kill the leaf-feeding beetles with systemic insecticides before any eggs are laid.
  • Once eggs hatch, the first stage larvae immediately move into the phloem (inner bark) and cambium tissue, where they begin feeding. Systemic insecticides rarely enter the phloem, so they kill few larvae during this stage.
  • Detection of early stages of invasion is hampered by several factors, including beetles’ initial colonization of branches in the upper canopy; initially minimal effect on healthy ash trees; and the frequency of two-year life cycles when beetle densities are low. However, it is important to detect and treat these early infestations because EAB populations increase, tree health declines to eventual death.
  • Detection efforts should target the ash trees most likely to be infested early in the invasion: stressed trees, preferred species (especially green ash), trees growing in the open in parks, along roadsides or surrounded by impervious surfaces. Authorities can take advantage of the attractiveness of stressed trees by establishing “trap trees” to attract EAB adults. Beetles that feed on the “trap trees” can be killed by systemic insecticides. Or the trees can be removed and chipped to kill eggs and larvae before they can emerge. Sadof, McCullough, and Ginzel say trap trees are effective in slowing spread of new infestations when most ash trees remain healthy. Once EAB densities build and many trees are stressed by larval feeding, volatile (airborne) compounds released by girdled trees no longer attract the beetles.
  • Woodpecker holes in branches of the upper canopy are often the first evidence of EAB invasion in an area.
  • Even in late stages of the invasion, when most ash trees that were not protected with systemic insecticides are dead, EAB populations persist and continue to colonize and kill available ash trees, including some as small as >2.5 cm in diameter.

Myth: There Is No Point in Trying to Protect Ash Trees—

EAB Will Eventually Kill Them Anyway

Answer:

When the EAB was first detected in 2002, control measures were limited in number and efficacy. In the 20 intervening years, scientist have learned much about EAB biology and ash physiology. Insecticide chemistry and application methods have improved. Currently recommended strategies are based on long-term field studies. More effective insecticides have been developed. Emamectin benzoate is particularly efficient, including the fact that it needs to be applied only every third year. Managers must pay attention to the application protocols, including appropriate dose (i.e., the amount of insecticide product applied); spacing injection ports around the trunk to ensure that the xylem will transport the chemical to leaves throughout the canopy; and conduct injections in spring after bud break.

Myth: Wounds From Drilling Trees to Inject Systemic Insecticides Injure Trees

Answer:

In the early years, trunk injections sometimes caused substantial injury to trees. Refinement of delivery devices and reductions in the pressure at which insecticides are injected have virtually eliminated these issues. Staff must be properly trained in use of the equipment.

demonstration of injecting pesticide into ash tree; photo by F.T. Campbell

Myth: Using Systemic Insecticides to Protect Ash Trees Harms

Non-target Species and the Environment

Answer:

Sadof, McCullough, and Ginzel point out that continent-wide loss of a tree genus is likely to adversely affect the more than 200 species of native arthropods that are specialists on ash. On the other hand, systemic insecticides are unlikely to harm beneficial natural enemies of EAB, including parasitoid wasps, predatory insects, or woodpeckers. First, the insecticides are contained within the tree’s tissues; they do not kill insects on contact. Second, parasitoids and predators avoid dead beetles. Honeydew excreted by sucking insects might contain sufficient insecticide residue to harm parasitoids — if the tree is heavily infested. However, these insects are rapidly killed by these insecticides if they are applied at the optimal time (early to mid-spring). Proper timing of application greatly reduces the potential for tainted honeydew to accumulate on infested trees. Furthermore, in cities there are few populations of natural enemies of sucking insects.

Most concern is focused on pollinators. Ash trees flower early, before leaves expand. It is reassuring that protocols instruct that the systemic insecticides be applied after bud break — typically after pollen has been shed. I do find it disturbing that apparently there have been no published studies of insecticide concentration in ash pollen.

Myth: It Costs Too Much to Protect Ash Trees

Answer:

Sadof, McCullough, and Ginzel review the several studies and methods developed to estimate the value of urban ash trees – both individually and over a wider area. The value is based on the individual tree’s location, health, and structural condition. These economic studies have consistently shown that it costs less to protect ash trees from EAB with insecticide treatments than to remove ash trees — either proactively or when they decline and die.

Even delaying tree mortality – short of preventing it completely – is worthwhile because it allows municipalities to incorporate tree removal into the budget, rather than be suddenly confronted by large expense that they had not planned for.

Sadof, McCullough, and Ginzel recommend treating ash within a significant area as being most efficient. This approach reduces overall costs and slows rates of ash mortality locally – even for trees that are not treated. In some cases, treating as few as 11% of ash trees slowed the overall rate of ash decline.

An important in comparing costs of treatment to costs of replacement is the high mortality rate of newly planted urban trees: up to two-thirds die shortly after planting. This means that it takes decades to replace a mature tree canopy and the environmental benefits the canopy provides. Sadof, McCullough, and Ginzel conclude that protecting ash trees from EAB has clear positive effects for both the urban forest canopy – and its environmental services – and municipal forestry budgets.

Sadof, McCullough, and Ginzel then outline a viable Integrated Pest Management (IPM) framework that incorporates use of systemic insecticides to protect ash trees from EAB.

1. Define the problem and identify management objectives

Inventory urban trees before EAB is detected. The inventories should identify priority trees based on size (diameter at breast height), tree condition, and suitability of the site where the tree is growing. Focus detection surveillance on green ash trees, especially those in parks, parking lots, and along roads — sites that are sunlit (open) and likely to cause stress to the trees.

2. Monitor and assess the local EAB population to determine when a treatment program should be initiated. Treatment must wait until there is evidence that EAB is present but should not then be delayed, since it should begin while the trees’ vascular systems are still sufficiently healthy to carry the insecticide to branches and leaves. This requires regular inspections of ash trees for visible signs of EAB infestation. Efficiency is improved by focusing on high-risk trees (see above) and noticing woodpecker holes on upper portions of the trunk. Consider debarking symptomatic trees or establishing “trap tree” networks.

3. Identify and gather resources needed to implement an insecticide treatment program. Web-based calculators guide budget decisions based on the municipality’s tree inventory and local costs of treatments. Treating one-third of trees annually with emamectin benzoate can save money while maximizing the number of trees protected. Training city forestry staff in trunk injection methods is cheaper than hiring contractors and ensures better treatment quality and efficiency.

downy woodpecker; photo by Steven Bellovin, Columbia University

4. Incorporate multiple tactics to protect tree health and control EAB.

Ensure trees are actively transpiring when injecting the systemic insecticides; this might require irrigation. Encourage parasitoids and woodpecker foraging on untreated trees. In areas where ash trees are closely spaced, consider an area-wide urban SLAM program. In this strategy, treating a proportion of ash trees at two-year intervals reduces EAB eggs and overall EAB populations. Non-treated trees with EAB larvae might support parasitoid biocontrol populations whose offspring can attack EAB larvae on previously treated ash trees as the emamectin benzoate concentration wanes.

Sadof, McCullough, and Ginzel also suggest establishing a citizen monitoring program to both reduce costs and build community support for ash management. Community participation has been particularly effective when professionals take appropriate and timely action in response to volunteers’ findings.

SOURCE

Sadof, C.S., D.G. McCullough, and M.D. Ginzel. 2023. Urban ash management and emerald ash borer (Coleoptera: Buprestidae): facts, myths, and an operational synthesis. Journal of Integrated Pest Management, 2023, Vol. 14, No. 1 https://doi.org/10.1093/jipm/pmad012  

Posted by Faith Campbell

We welcome comments that supplement or correct factual information, suggest new approaches, or promote thoughtful consideration. We post comments that disagree with us — but not those we judge to be not civil or inflammatory.

For a detailed discussion of the policies and practices that have allowed these pests to enter and spread – and that do not promote effective restoration strategies – review the Fading Forests report at http://treeimprovement.utk.edu/FadingForests.htm

or

www.fadingforests.org