Daniel A. Herms

The dilemma of plants: To grow or defend.

Physiological and ecological constraints play key roles in the evolution of plant growth patterns, especially in relation to defenses against herbivores. Phenotypic and life history theories are unified within the growth-differentiation balance (GDB) framework, forming an integrated system of theories explaining and predicting patterns of plant defense and competitive interactions in ecological and evolutionary time. Plant activity at the cellular level can be classified as growth (cell division and enlargement) of differentiation (chemical and morphological changes leading to cell maturation and specialization). The GDB hypothesis of plant defense is premised upon a physiological trade-off between growth and differentiation processes. The trade-off between growth and defense exists because secondary metabolism and structural reinforcement are physiologically constrained in dividing and enlarging cells, and because they divert resources from the production of new leaf area. Hence the dilemma of plants: They must grow fast enough to complete, yet maintain the defenses necessary to survive in the presence of pathogens and hervivores. The physiological trade-off between growth and differentiation processes interacts with herbivory and plant-plant competition to manifest itself as a genetic trade-off between growth and defense in the evolution of plant life history strategies. Evolutionary theories of plant defense are reviewed. We also extend a standard growth rate model by separating its ecological and evolutionary components,and formalizing the role of competition in the evolution of plant defense. We conclude with a conceptual model of the evolution of plant defense in which plant physioligical trade-offs interact with the abiotic environment, competition and herbivory.

Direct and indirect effects of alien insect herbivores on ecological processes and interactions in forests of eastern North America.

Alien invasive insects such as gypsy moth, hemlock woolly adelgid, and emerald ash borer continue to disturb the mixed deciduous and hemlock forests of eastern North America by causing wide-scale defoliation, decline and/or mortality of their hosts. Some of the most devastating species are spreading in “defense free space”, causing extensive mortality of hosts that are inherently susceptible, perhaps due to their lack of coevolutionary history with the invader. These disturbances have altered the dynamics of canopy gaps, coarse woody debris, biogeochemical cycling, and ecological interactions among organisms in terrestrial and aquatic systems, with consequent effects on forest composition, structure, and function. Populations of indigenous species specialized to particular habitats and/or host trees are most likely to decrease, while some generalist and opportunistic species may increase in invaded forests, including exotic plants as their facilitation by alien insects sparks an “invasional meltdown”. Although poorly documented, alien insects may induce positive feedback effects on ecological processes and interactions. For example, effects of herbivory on foliar chemistry may indirectly alter tri-trophic interactions of indigenous herbivores on their shared hosts, slow rates of terrestrial nutrient cycling, and decrease productivity of aquatic habitats based on allochthonous inputs. Tactics used to eradicate or suppress alien insects in forests such as insecticide applications, biological control, and silvicultural prescriptions can also have ecological impacts. As alien insects continue to establish and spread in forests of eastern North America, their already pervasive effects on ecological interactions and ecosystem processes will continue to magnify.

Emerald Ash Borer Invasion of North America: History, Biology, Ecology, Impacts, and Management

Since its accidental introduction from Asia, emerald ash borer (EAB), Agrilus planipennis Fairmaire (Coleoptera: Buprestidae), has killed millions of ash trees in North America. As it continues to spread, it could functionally extirpate ash with devastating economic and ecological impacts. Little was known about EAB when it was first discovered in North America in 2002, but substantial advances in understanding of EAB biology, ecology, and management have occurred since. Ash species indigenous to China are generally resistant to EAB and may eventually provide resistance genes for introgression into North American species. EAB is characterized by stratified dispersal resulting from natural and human-assisted spread, and substantial effort has been devoted to the development of survey methods. Early eradication efforts were abandoned largely because of the difficulty of detecting and delineating infestations. Current management is focused on biological control, insecticide protection of high-value trees, and integrated efforts to slow ash mortality.

Interspecific variation in resistance to emerald ash borer (Coleoptera: Buprestidae) among North American and Asian ash (Fraxinus spp.)

Abstract We conducted a 3-yr study to compare the susceptibility of selected North American ash and an Asian ash species to emerald ash borer, Agrilus planipennis Fairmaire, an invasive wood-boring beetle introduced to North America from Asia. Because of a coevolutionary relationship between Asian ashes and emerald ash borer, we hypothesized an Asian ash species, Manchurian ash, is more resistant to the beetle than its North American congeners. Consistent with our hypothesis, Manchurian ash experienced far less mortality and yielded far fewer adult beetles than several cultivars of North American green and white ash. Surprisingly, a black ash (North American) × Manchurian ash hybrid was highly susceptible to emerald ash borer, indicating this cultivar did not inherit emerald ash borer resistance from its Asian parent. A corollary study investigated the efficacy of soil-applied imidacloprid, a systemic, neonicotinoid insecticide, for controlling emerald ash borer in each of the five cultivars. Imidacloprid had no effect on emerald ash borer colonization of Manchurian ash, which was low in untreated and treated trees. In contrast, imidacloprid did enhance survival of the North American and hybrid cultivars and significantly reduced the number of emerald ash borer adults emerging from green and white ash cultivars. We identify a possible mechanism of resistance of Manchurian ash to emerald ash borer, which may prove useful for screening, selecting, and breeding emerald ash borer-resistant ash trees.

Ecology of Herbivorous Arthropods in Urban Landscapes

Urbanization affects communities of herbivorous arthropods and provides opportunities for dramatic changes in their abundance and richness. Underlying these changes are creation of impervious surfaces; variation in the density, diversity, and complexity of vegetation; and maintenance practices including pulsed inputs of fertilizers, water, and pesticides. A rich body of knowledge provides theoretical underpinnings for predicting and understanding impacts of urbanization on arthropods. However, relatively few studies have elucidated mechanisms that explain patterns of insect and mite abundance and diversity across urbanization gradients. Published accounts suggest that responses to urbanization are often taxon specific, highly variable, and linked to properties of urbanization that weaken top-down and/or bottom-up processes, thereby destabilizing populations of herbivores and their natural enemies. In addition to revealing patterns in diversity and abundance of herbivores across urbanization gradients, a primary objective of this review is to examine mechanisms underlying these patterns and to identify potential hypotheses for future testing.

Effects of Fertilization on Insect Resistance of Woody Ornamental Plants: Reassessing an Entrenched Paradigm

Abstract Woody plants are commonly fertilized in ornamental landscapes, based in part on the rationale that fertilization enhances pest resistance. However, a critical evaluation of evidence finds little to support this claim. Rather, many studies have found that fertilization decreased woody plant resistance to spider mites, sap sucking insects, mandibulate folivores, subcortical feeding insects, and browsing mammals by enhancing the nutritional quality of the plant and/or decreasing secondary metabolite concentrations. The growth/differentiation balance hypothesis (GDBH) postulates a physiological trade-off between growth and secondary metabolism, and predicts a parabolic response of secondary metabolism to variation in nutrient availability. Specifically, fertilization of moderately nutrient-deficient plants is predicted to decrease secondary metabolism if growth is increased but photosynthesis is not affected. However, fertilization of extremely nutrient-limited plants is predicted to increase secondary metabolism if photosynthesis is also increased. A number of studies have found fertilization to increase growth and decrease secondary metabolism. A few studies on extremely nutrient-deficient sites found fertilization to increase foliar secondary metabolism, but insect performance was not affected, possibly because increased foliar nitrogen counteracted effects of secondary metabolites on host quality. These studies, while consistent with the GDBH, do not represent adequate tests because none measured effects of fertilization on photosynthesis as well as growth. Only a few studies have addressed effects of fertilization on the ability of woody plants to tolerate herbivory, and all found fertilization to have no effect. The entrenched paradigm that fertilization enhances the insect resistance of woody plants in ornamental landscapes needs to be reassessed.

Defensive Strategies of Woody Plants Against Different Insect-Feeding Guilds in Relation to Plant Ecological Strategies and Intimacy of Association with Insects

A major question confronting scientists who want to exploit plant resistance in the management of a particular insect or pathogen pest is whether the plant in question has any exploitable resistance, and if so, what are the likely resistance mechanisms (Harris 1980, 1982). This question is not trivial because its answer affects the entire research approach--how to search for resistance. To this end, we offer here, a framework for classifying defensive strategies by certain classes of plants against various feeding guilds of herbivores.

North American arthropods at risk due to widespread Fraxinus mortality caused by the Alien Emerald ash borer

Emerald ash borer (Agrilus planipennis Fairmaire) (EAB), an alien invasive wood-boring buprestid beetle, is causing large-scale decline and mortality of the most widely distributed species of ash (Fraxinus spp.) trees endemic to eastern North America. We determined which arthropod species that are associated with ash may become threatened, endangered, and co-extinct with the demise of ash as a dominant tree species. A literature survey revealed that 43 native arthropod species in six taxonomic groups (Arachnida: Acari; Hexapoda: Coleoptera, Diptera, Hemiptera, Hymenoptera, and Lepidoptera) are known to be associated only with ash trees for either feeding or breeding purposes, and thus face high risk of endangerment. Most of these species are gall-formers followed by folivores, subcortical phloem/xylem feeders, sap feeders, and seed predators. Another 30 arthropod species are associated with 1–2 host plants in addition to ash, and herbivory on these hosts may increase as these arthropods shift from declining ash trees. Extirpation of arthropods dependent upon ash may unleash multiple extinctions of affiliated species with which they may be inextricably linked. The demise of North American ash species due to EAB is expected to lead to biotic loss with cascading ecological impacts and altered processes within forested ecosystems.

Comparative Phloem Chemistry of Manchurian (Fraxinus mandshurica) and Two North American Ash Species (Fraxinus americana and Fraxinus pennsylvanica)

Recent studies have investigated interspecific variation in resistance of ash (Fraxinus spp.) to the exotic wood-boring beetle, emerald ash borer (EAB, Agrilus planipennis). Manchurian ash (Fraxinus mandshurica) is an Asian species that has coevolved with EAB. It experiences little EAB-induced mortality compared to North American ashes. Host phloem chemistry, both constitutive and induced, might partly explain this interspecific variation in resistance. We analyzed the constitutive phloem chemistry of three ash species: Manchurian ash and North American white (Fraxinus americana) and green (Fraxinus pennsylvanica) ash. Analysis of the crude phloem extracts revealed the presence of an array of phenolic compounds including hydroxycoumarins, a monolignol, lignans, phenylethanoids, and secoiridoids. Both qualitative and quantitative differences were observed among the three ash species. Hydroxycoumarins and the phenylethanoids, calceloariosides A and B, were present only in the phloem of Manchurian ash and might represent a mechanism of resistance against EAB.

Effects of Drought Stress and Nutrient Availability on Dry Matter Allocation, Phenolic Glycosides, and Rapid Induced Resistance of Poplar to Two Lymantriid Defoliators

The growth–differentiation balance hypothesis (GDBH) postulates that variation in resource availability can increase or decrease allocation to secondary metabolism, depending on how growth is affected relative to carbon assimilation. Growth and leaf area of black poplar (Populus nigra) increased substantially in response to increased nutrient availability, while net assimilation rate and photosynthesis were less strongly affected. In response, total phenolic glycoside concentrations declined, which is consistent with GDBH. Drought stress decreased net assimilation rate and photosynthesis as well as growth, while increasing total phenolic glycoside concentrations. This pattern does not follow GDBH, which predicts lower secondary metabolism when resource limitation decreases both growth and carbon assimilation. However, there was a strong negative correlation between growth and total phenolic glycoside concentration consistent with a trade-off between primary and secondary metabolism, a key premise of GDBH. Drought decreased the growth of gypsy moth (Lymantria dispar) larvae but had no effect on whitemarked tussock moth (Orgyia leucostigma). Increased nutrient availability had a positive linear effect on growth of whitemarked tussock moth, but no effect on gypsy moth. Treatment effects on gypsy moth corresponded closely with effects on total phenolic glycosides, whereas effects on whitemarked tussock moth more closely tracked changes in nutritional quality. Localized gypsy moth herbivory elicited rapid induced resistance to gypsy moth, with the effect being independent of water and nutrient availability, but did not affect whitemarked tussock moth, indicating that the effects of biotic and abiotic stress on insect resistance of trees can be species-specific.