Budburst phenology and host use by Operophtera brumata (Linnaeus, 1758) (Lepidoptera: Geometridae) in three Mediterranean oak species

Abstract

Key message

Operophtera brumata L. performance varies among three Mediterranean oak species. Quercus canariensis Willd is more susceptible to infestation probably due to its (i) early leafing, (ii) high nutritional value for the larvae, and (iii) widespread abundance.

Context

Larvae of Operophtera brumata were observed for the first time in an outbreak in Tunisia affecting Quercus canariensis, Quercus afares Pomel, and Quercus suber L. Due to its polyphagous nature and the important ecological and economic damage it causes, it is most relevant to understand its interaction with North African oaks species.

Aims

In this paper, budburst phenology of the three oak species, larval performance, and genetic patterns of O. brumata were studied in northwestern Tunisia.

Methods

In the spring of 2010, 2011, and 2012, budburst phenology of host species and larval densities were monitored weekly. Larval performance of O. brumata on the three oak species was analyzed. DNA extraction, PCR, and DNA sequencing were performed.

Results

Budburst of Q. canariensis and Q. afares was earlier than Q. suber. Q. canariensis was the most infested host. Larvae which fed on Q. canariensis had faster development, lower mortality, and higher pupal weight than larvae fed on Q. afares and Q. suber. Molecular analyses showed that Tunisian haplotypes were not different from those in Spain, Italy, and Germany.

Conclusion

Results indicated differences in larval performance. Q. canariensis was the most favorable host species. Its high density in the field and early leafing coinciding with larval hatching made this species particularly susceptible.

1 Introduction

Budburst timing varies among and within tree species (Van Dongen et al., 1997). Advances or delays in leafing are important for insect life cycles (Foster et al. 2013). The close coincidence of budburst and larval hatch of spring-feeding generalist moth species was reported in many studies (Hunter 1992; Tikkanen and Julkunen-Tiitto 2003; Van Asch et al. 2010; Foster et al. 2013). Such synchronization is important for the survival and growth rate of the larvae, and therefore also, the expected fitness of the insects. For instance, in order to gain maximal weight, the larvae of the winter moth, Operophtera brumata L., an important forest defoliator (Van Dongen et al. 1997), need to enter a bud at budburst to feed upon the young leaves (Van Dongen et al. 1997). The dispersal behavior of O. brumata larvae might change with the onset of budburst (Hunter 1990). The newly hatched larvae often do not find suitable foliage on their natal tree and are forced to disperse. They can do this by “ballooning” (Holliday 1977; Hausmann and Viidalepp 2012).

O. brumata is a Holarctic species (Winstad et al. 2011; Hausmann and Viidalepp, 2012) widely distributed in Europe which has rapidly expanded its range colonizing other continents. It was recently reported as new for North Africa (Hausmann and Viidalepp 2012) and Tunisia (Mannai et al. 2015). Such extension of the distribution area offers the opportunity for the winter moth to contact and use new host plant species. In Tunisia, the main host species is Q. canariensis Willd but Quercus afares Pomel and Quercus suber L. are also attacked (Mannai et al. 2015). O. brumata is univoltine (Van Dongen et al. 1997), but the time for egg and larval developments, the length of pupation period and adult emergence varies throughout its range: in southern Italy, the egg stage lasts about 2 months and pupation for 8 months (Horgan 1993), whereas, in northern Europe, the egg stage lasts about 8 months and pupation lasts for about 3 months (Horgan 1993). Depending on the weather, the larva needs 1–2 months from hatching to maturity passing through five instars (Kúti et al. 2011). Adults emerge in the autumn or mid-winter, usually late October to early December in Central Europe, but this shifts to a late winter phenology (December to March) in southernmost Europe and North Africa (Hausmann and Viidalepp 2012).

Early field observations of O. brumata in Tunisia suggested restricted patterns of host use with feeding activity concentrated on only three host plants of the genus Quercus: Q. canariensis mixed with Q. suber and Q. afares in the Ain Zena reserve (Mannai et al. 2015). The use of novel hosts leads us to hypothesize firstly that some host adaptation or specialization might occur at regional/species level. Secondly, budburst phenology may play an important role which affects the interaction between this polyphagous insect and the host plant used by larvae. Field data and laboratory experiments were combined in order to investigate whether O. brumata showed differences in (i) density of larvae among years and host plants, (ii) feeding behavior during budburst and larval performance, measured by larval development time, larval mortality, and pupal weight on the three host species. In addition, the DNA barcode fragment of the COI gene was sequenced for O. brumata collected from these three Quercus species and compared with DNA barcodes from another Tunisian population (Mzara forest), from various European populations (Spain, Italy, and Germany) and from individuals of Operophtera fagata Scharfenbe as outgroup to test the association between genetic patterns and host use as well as test the hypothesis of a recent colonization of O. brumata in North Africa.

2 Materials and methods

2.1 Study area

The study site is located in the Ain Zena forest in northwestern Tunisia (alt. 950 m, 36° 43′ N, 8° 51′ E) at the southern edge of a large forest in Ain Draham. Vegetation is dominated by Q. canariensis, Q. afares, and Q. suber (Mhamdi et al. 2013). Q. afares is an endemic North African species originating from hybridization between Q. suber and Q. canariensis (Mir et al. 2006). The average height of the three species at the study area is 7.3, 12, and 18 m for Q. suber, Q. afares, and Q. canariensis, respectively.

2.2 Tree density

The density of Q. canariensis, Q. suber, and Q. afares was estimated by counting the number of trees in five 400 m² plots, totaling an area of 0.2 ha.

2.3 Budburst phenology and larvae density

In 2010, 2011, and 2012, samples were taken on a weekly basis from mid-March to late April, for 6 weeks (W1–W6) to collect larvae and 9 weeks for budburst, until the first of May (W1–W9). Every week, two branches from 10 mature trees per host species were monitored, one low-level branch (2.5 to 5 m) and one from crown height level (>5 m). Branches were carefully cut using a pole pruner and bagged in a large plastic bag to avoid losing larvae. In the laboratory, branches were used to count larvae density and the proportion of swollen buds (phenological stage in which O. brumata can colonize buds (Hunter 1990)).

2.4 Laboratory feeding trials

The performance of O. brumata on Q. canariensis, Q. afares, and Q. suber was compared in laboratory feeding trials. Experiments were performed in the spring of 2011, coinciding with the budburst of the host plants. Neonate larvae were obtained from branches collected in the field in March 2011 and were individually placed in Petri dishes, kept at 25 ± 2 °C and a light regime of 12:12 L:D (light:dark) as in natural conditions and reared ad libitum on leaves of each tested oak species. Thirty larvae, repeated 3 times, were used for each tested plant. Young still-expanding leaves were collected daily from plantlets of each species, planted in the same conditions at the nursery of the INRGREF. Larvae were checked daily and numbers of molted larvae were recorded. Larval development time for each tested oak species was reported. To evaluate larval performance, development time, larvae survival, and pupal weight of the 5th instar larvae were assessed on each tested species as biological parameters.

2.5 Mortality and pupal weight of field collected larvae

First, second, and third instar larvae were collected only from Q. canariensis and Q. afares as they were absent on Q. suber. Fourth and fifth instar larvae were collected from Q. canariensis, Q. afares, and Q. suber. Each larva was kept individually in a Petri dish and reared to pupation on young expanding leaves of each host species collected daily from plantlets at the INRGREF nursery. The Petri dishes were examined daily to record the number of molting and dead larvae. Rearing tests were done in the spring of 2011. Pupal weight of the 5th instar larvae collected from the field and larvae developed in the laboratory (from the second instar to pupation) on Q. canariensis, Q. afares, and Q. suber were compared in order to investigate the suitability of these hosts for winter moth larvae.

2.6 Molecular analysis

Mature larvae were collected by hand from the host plants (Q. canariensis, Q. afares, and Q. suber) in April 2011 from Ain Zena and Mzara. To prevent the sampling of siblings, each larva was collected from a different tree. Pupae were collected from the soil next to infested trees. Larvae and pupae were preserved in 96% ethanol. One or two segments of larval thorax and the cremaster part of pupae were sampled into lysis plates for DNA barcoding. In total, 15 individuals were sampled. DNA extraction, PCR, and DNA sequencing were performed at the Canadian Centre for DNA Barcoding, Guelph, Canada (CCDB), following standard high-throughput protocol, that can be accessed under http://ccdb.ca/resources.php. PCR amplification with a single pair of primers (Ivanova et al. 2006) consistently recovered a 658-bp region near the 5′ terminus of the mitochondrial cytochrome c oxidase 1 (CO1) gene that included the standard 648 bp barcode region for the animal kingdom (Hebert et al. 2003). PCR primers used were LepF1/LepR1 (Hebert et al. 2003). Quality check of the sequence data followed the CCDB standards and included the accurate examination of trace files as well as exclusion of chimaera and sequences with stop codons. DNA extracts are stored at the CCDB, with aliquots being deposited in the DNA Bank facility of the ZSM (see http://www.zsm.mwn.de/dnabank/). Sequences and metadata are hosted in BOLD (Barcode of Life Data Systems, project INRGR “Global Geometridae/Lepidoptera of Tunisia-cork oak defoliators-INRGREF”) and are accessible and downloadable in the public dataset DS-OPEROPH. All sequences are deposited also in GenBank according to the iBOL data release policy. Sequence ID numbers on BOLD are provided in Table 1. Images, GPS coordinates, and sequence trace files for each specimen as well as details on host institution can be obtained from the Barcode of Life Data System (BOLD; Ratnasingham and Hebert 2007), public DS-OPEROPH.

Table 1 Insects used for molecular analyses: 21 specimens of Operophtera brumata and O. fagata. BOLD sequence ID-numbers, sites, and host plant

Eight sequences of German specimens of O. brumata (A. Hausmann), one of a southern Italian specimen (M. Infusino) and one sequence of a southern Spanish specimen (A. Hausmann) were included into the analysis. German and Italian sequences of 8 individuals of O. fagata were used as outgroup. A first analysis was performed with the tools of BOLD database and was then refined on MEGA6 and MEGA 7 (Tamura et al., 2013; Kumar et al. 2016) constructing a Maximum Likelihood (ML) Tree including 21 Operophtera specimens from the western Palearctic (3 from Tunisia), bootstrap method, 500 replicates, Tamura-Nei model, complete deletion, bootstrap values indicated when >50%. Alignment was based on the alignment tools of BOLD database. Manual alignment check revealed no errors (Fig. 4).

2.7 Statistical analysis

The statistical analysis was performed using the SPSS-10.0 software package for Windows.

Generalized linear models (GLMs) were applied to the following dependent variables: (1) the Julian day when 50% of budburst occurred; (2) the number of larvae per branch, considering tree species and year as factors; (3) larvae development (number of days spent in each instar), considering tree species as a factor. A Normal distribution model best fitted the Julian day when 50% of budburst occurred and larvae development. A Poisson distribution model best fitted the number of larvae per branch. The effect of each tested oak species on the larval development time and the pupal weight was assessed with an analysis of variance (ANOVA) and complemented by multiple comparisons of means by the SNK test (Student–Newman–Keuls) and was expressed as mean ± standard error of mean (MSE).

The proportion of dead larvae among the total individuals obtained in the feeding experiments was analyzed by GLM using a Binomial model with log link function, considering the factor plant species. Results are presented in the form of the Wald’s chi-square test value (χ ²), parameter estimates and the respective P value.

3 Results

3.1 Tree density and budburst variation

Q. canariensis was the most abundant species in the studied region with an average density of 700 trees/ha followed by Q. suber and Q. afares with an average density of 175 trees/ha and 60 trees/ha, respectively. The Julian day when 50% of budburst occurred varied between host plants (χ ² ₂ = 13.03, p < 0.001) and years (χ ² ₂ = 13.78, p < 0.001). The interaction term was also significant (χ ² ₄ = 18.89, p < 0.001). Budburst of Q. afares and Q. canariensis began in late March, but budburst of Q. suber occurred about 3 weeks later (Fig. 1). In 2010 and 2011, 50% of Q. canariensis budburst occurred 1 week before Q. afares. In 2012, budburst of Q. canariensis began a week after Q. afares. For all years, Q. suber budburst was 3 to 4 weeks later (Fig. 1).

Fig. 1

Evolution of budburst of Q. canariensis, Q. afares and Q. suber in 2010, 2011, and 2012

3.2 Larval density on host plants

For 6 weeks, a total of 1057, 1011, and 355 larvae were collected in 2010, 2011, and 2012, respectively. The average number of larvae per branch varied between host species (χ ² ₂ = 883.12, p < 0.001) and years (χ ² ₂ = 115.50, p < 0.001); the interaction term was also significant (χ ² ₄ = 112.50, p < 0.001). For all weeks, mean larval numbers were higher on Q. canariensis than on Q. afares and Q. suber (Table 2). For all host species, larval density was highest in April (Table 2).

Table 2 Mean number of larvae on each host species per week and per year

3.3 Larval development and mortality

In the laboratory experiment, total larval development time from the 1st instar to the 5th was shorter on Q. canariensis (36.5 ± 0.3 days) than on Q. afares (40 ± 0.3 days) and Q. suber (46.2 ± 0.3 days). The host species had a significant effect on larval development (F _{(2, 206)} = 245.84, p < 0.001). For each instar larva, the development was faster on Q. canariensis than on Q. afares and Q. suber (Fig. 2).

Fig. 2

Development time of O. brumata in days (±SE) from first (L1) to fifth (L5) larval instar

Death cause was in most cases unknown. Mortality was higher on Q. afares for the 1st and 2nd instar larvae and greater on Q. suber for the 4th and 5th instar larvae (Fig. 3). The host species had a significant effect on the proportion of 3rd (χ ² ₁ = 11.34, p < 0.001) and 4th (χ ² ₂ = 7.3, p < 0.05) instar dead larvae.

Fig. 3

Mortality rate (±SE) of each larval stage (first (L1) to fifth (L5) larval instar) collected from the field

3.4 Pupal weight

The pupal weight varied significantly among species, in the laboratory trials (F _{(2, 50)} = 38.12, p < 0.001) and in the field (F _{(2, 73)} = 13.96, p < 0.001). It was higher for Q. canariensis with an average of 27.2 ± 0.5 mg and 28.8 ± 0.5 mg, from laboratory feeding trials and the field, respectively, than Q. afares at 24.4 ± 0.6 mg and 26.5 ± 0.5 mg and Q. suber at 20.4 ± 0.6 mg and 23.8 ± 0.9 mg.

3.5 Molecular data and patterns

A total of 15 barcode sequences of Tunisian O. brumata were sequenced to the full barcode region of 658 bp (BOLD, project INRGR http://www.barcodinglife.com/Global Geometridae/Lepidoptera of Tunisia-cork) represented in Fig. 4. No genetic differences were found between the specimens feeding on the various host plants. All 15 Tunisian DNA barcodes belong to exactly the same haplotype and perfectly match the haplotype of the populations examined from a Tunisian forest (Mzara) next to Ain Zena, as well as those from Spain, Italy, and Germany (see Fig. 4). On the BOLD database, there are additional data of the same haplotype from Morocco, France, the Netherlands, Austria, UK, and Canada. Populations with slightly diverging haplotypes (diverging by 1–2 basepairs only) have been barcoded from northern Germany, Finland, and UK The genetic distance from O. fagata, chosen as outgroup, was 7.0% (Fig. 4).

Fig. 4

Maximum Likelihood (ML) Tree including 21 Operophtera specimens from the western Palearctic (3 from Tunisia), constructed with MEGA6 and MEGA7 (Tamura et al. 2013; Kumar et al. 2016), bootstrap method, 500 replicates, Tamura-Nei model, complete deletion, bootstrap values indicated when >50%

4 Discussion

The winter moth is a polyphagous insect that takes advantage of many different host species, when available; oak is usually the primary host with a high density and greater defoliation (O’Donnell 2015). Larval density was high in 2010 and 2011 on all the oak species considered, especially on Q. canariensis. Then in 2012, the density fell sharply (Table 2). In the field, Q. canariensis trees had a higher density on average than the other two oaks. It was the most infested host species. Cunningham et al. (2001) showed that when the abundance of one host species is high, the probability that the insect will land on this species is greater. Furthermore, phenological differences among and within host species are very important factors which affect host use and adaptations of O. brumata. Many works have shown that there is a large annual variation of budburst of oak (Wint 1983; Fraval 1984; Du Merle 1988; Van Dongen et al. 1997; Pinto et al. 2011). Budburst timing did not differ between Q. canariensis and Q. afares whereas that of Q. suber occurred about 3 weeks later than the other two species (Fig. 1). In a given region with several host species, O. brumata will feed mainly on the host which budburst phenology coincides with its larval hatching. Once larvae emerged, they needed young leaves available on deciduous to semi-evergreen Quercus species: Q. canariensis and Q. afares. On the evergreen oak Q. suber, larvae found only old leaves, which explain the absence of young larvae on this species (Table 2). This suggests that the phenology of Q. canariensis allows a high colonization by O. brumata. Q. canariensis probably offers more chances for O. brumata to survive because of early leafing and intense budburst which exceeds 50% at the peak density of the insect (Fig. 1, Table 2). Hunter (1992) found that Quercus robur L. trees that leaf out early have the highest density of caterpillars.

The suitability of host species for larva development and survival of polyphagous insects differs from one host plant species to another. Generalist Lepidoptera species can vary greatly in their growth efficiency on different natural host plants (Feeny 1970). Many studies have focused on the effect of the host plant on larval performance (Hunter 1992; Tikkanen and Lyytikainen-Saarenmaa 2002). O. brumata performance varies among these three Mediterranean oak species which would offer different food quality. Budburst of Q. canariensis and Q. afares occurred at the same time. The shortest larval development time was recorded for larvae feeding on Q. canariensis which was the most infested host, while the longest development time was recorded for those feeding on Q. suber (Fig. 2). O’Donnell (2015) showed that larvae of O. brumata fed on Q. rubra L. and Malus domestica Borkh had faster development and lower mortality than larvae fed on Acer rubrum L., Betula papyrifera Marshall, Prunus pensylvanica L.f., Vaccinium angustifolium Aiton, and V. corymbosum L. Similarly, Ruuhola et al. (2001) also observed that larval growth of the winter moth on Salix phylicifolia L. was significantly faster than on Salix pentandra L. and on Salix myrsinifolia Salisb. Larval growth is clearly better on certain hosts than others, depending on host nutritional quality and resistance mechanisms (Kirsten and Topp 1991). The ability of generalist Lepidoptera to complete larval development, even at the cost of increased development times (Wint 1983), is the most important feature of their polyphagous habit (Warrington 1985). Results of the pupal weight of O. brumata suggest that food quality may have influenced pupal mass. Tikkanen (2000) demonstrated that pupal weight of O. brumata larvae reared on Q. robur varied between 16 and 42.2 mg. In the data obtained here, pupae of larvae reared on Q. canariensis were heavier than those reared on Q. afares and Q. suber.

According to the slow-growth-high-mortality hypothesis (Clancy and Price 1987), the extended feeding period makes insect larvae more susceptible to attacks by predators, parasitoids, and pathogens, resulting in a higher mortality in natural environments (Häggström and Larsson 1995). Host species also affects mortality of O. brumata larvae (Wint 1983). Mortality of 4th and 5th instar larvae was greater on Q. suber than on Q. canariensis and Q. afares (Fig. 3). Caterpillars would then experience higher parasitism rates on Q. suber (which should be tested in further experiments).

Molecular data and patterns show no genetic difference between the Tunisian populations and the European “main pool” of that species belonging all to one and the same haplotype (Fig. 4). This result (1) agrees with the absence of host specialization (potentially leading to complex haplotype diversification) and the polyphagous life history of this species; and (2) clearly supports the hypothesis of a recent expansion of the distribution area instead of an overlooked occurrence of a long-term isolated population in North Africa. First instar larvae of O. brumata are abseiling on silky threads enabling to long-distance dispersal by wind (Hausmann and Viidalepp, 2012). Moreover, the species has been recorded in Morocco (Hausmann and Viidalepp 2012), supposedly colonized from Spain. The latter country, therefore, has to be regarded as a potential origin of the Tunisian populations as well as Italy. The hypothesis of a recent colonization due to an anthropogenous transport of immature stages over long distances with tree seedlings is not excluded, but is questioned by the fact that Tunisia has not seen any colonization from one of the many other Central European defoliating moth species (Hausmann and Viidalepp 2012).

5 Conclusion

We concluded that the deciduous Q. canariensis was more susceptible to infestation by the winter moth than other species due to its high density in the field, early leafing, and best food quality offered to this insect. There are significant differences in the performance of larval development on the different hosts. These differences are reflected in the various components of individual fitness, such as larval development time, larval mortality, and pupal weight.

Population abundance of the winter moth observed after 2011 was not sufficient to damage trees. However, this insect was observed in other cork oak forests (Ain El Baya in 2013 and El Jouza in 2015), suggesting further expansion. Winter moth populations should be managed through constant monitoring for early detection of outbreaks.