UNIVERSIDADE ESTADUAL PAULISTA - UNESP CÂMPUS DE JABOTICABAL FLUSHING DYNAMICS AND 'Candidatus LIBERIBACTER ASIATICUS' MOVEMENT ON VARIOUS CITRUS SCION AND ROOTSTOCK COMBINATIONS Everton Vieira de Carvalho Engenheiro Agrônomo 2020 UNIVERSIDADE ESTADUAL PAULISTA - UNESP CÂMPUS DE JABOTICABAL FLUSHING DYNAMICS AND 'Candidatus LIBERIBACTER ASIATICUS' MOVEMENT ON VARIOUS CITRUS SCION AND ROOTSTOCK COMBINATIONS Everton Vieira de Carvalho Orientador: Prof. Dr. Silvio Aparecido Lopes Coorientador: Dr. Eduardo Augusto Girardi Tese apresentada à Faculdade de Ciências Agrárias e Veterinárias - Unesp, Câmpus de Jaboticabal, como parte das exigências para obtenção do título de Doutor em Agronomia (Produção Vegetal). 2020 AUTHOR'S BIOGRAPHY Everton Vieira de Carvalho was born on August 24th, 1985, in Cruz das Almas municipality, Bahia State, Brazil. Everton is undergraduate in Agronomic Engineering (2014) from Federal University of Recôncavo da Bahia (UFRB). During his undergraduate studies, he had scholarship for two years in the concentration area of Plant Physiology and Seeds. In 2015, he initiated his Master studies at the same university, and finished in 2017, in the concentration area of Agricultural Sciences. He is currently a Ph.D. student in Agronomy (Crop Production) of the Faculty of Agricultural and Veterinary Sciences of the São Paulo State University Júlio Mesquita Filho (UNESP), in the concentration area of Pest and Disease Management and Control. He has experience in Agronomy with an emphasis on Citrus Industry, Plant Propagation of Citrus Plants and Phytopathology of Bacterial Diseases in Citrus. He undertook sandwich undergraduate at the University of Manitoba, in Winnipeg, Manitoba, Canada (2012/2013), in Agronomy, where he developed research in the area of Plant Physiology, Seed Technology and Molecular Biology. . ..."don't lose the dreams inside your head"... Dave Matthews To my grandfather, Alderico Mendes Vieira, who lives forever in my memories and in my heart, I DEDICATE! To my mother, Auderice Lima Vieira, and my brother, Luiz Felipe Vieira de Carvalho, for all support and for always believing in me, I OFFER! ACKNOWLEDGMENTS To God, for all the blessings in my life. To my advisor, Dr. Silvio Aparecido Lopes, for all the conversations, teachings, trust, and friendship. To my co-advisor, Dr. Eduardo Augusto Girardi, for all teachings, encouragement, trust, and friendship. To all examiners that composed the qualification and thesis defense committee: Dr. Andrew Beattie, Dr. Georgios Vidalakis, Dr. Jim Graham, Dr. Ute Albrecht and Dr.Glauco Rolim. Thank you so much for all considerations that will help us to improve this research. To the São Paulo State University - Faculty of Agricultural and Veterinary Sciences – UNESP/FCAV, Jaboticabal-SP, Faculty Staff and friends, on behalf of the head department of the Graduate Program in Agronomy (Crop Production), Prof. Dr. Rouverson Pereira da Silva, for the teachings and for the opportunity to do the doctorate degree. To the employees of the Graduate Technical Session for all their dedication and commitment. To Fundecitrus and all staff in the Research and Development department and the diagnosis laboratory, on behalf of Mr. Juliano Ayres. To my research teammates and friends: Fernanda, Hermes, Luis, Priscila, and Wellington, for all support on laboratory and field experiments. Thank you very much for all support in conducting this research and friendship. Also, the interns Rafaela and Abner, for all support on greenhouse experiments. To Laudecir for all partnership in my graduate studies. Thank you so much for all support in this entire research; the experiments, assessments, writing and friendship. To Juan, for the friendship and support in the experiments and in the thesis review. Also, for all friends that I have made on this journey. All interns and employees, especially Mônica, Rafael and Samuel. To all greenhouse staff at Fundecitrus: André, Anélio, Eliabe, José Rodrigues, Leomar and Miguel, for all support. The Experimental Station of Citriculture in Bebedouro, on behalf of Mr. Otávio Sempionato. To Dr. Eduardo Sanches Stuchi, for the friendship all these years in my graduate studies. And to the employees, especially Patrick, Élio, and Gustavo (Guru) for their support and friendship. To my family: my grandfather Alderico (in memorium), my grandmother Maria Áurea; my uncles Elvis and Grécio; my cousins Rodrigo, Catarina, Gabriela, Pedro, and Helena. To my mother Auderice and my father Luis Jacson; my brothers Felipe, Maria Helena, Junior and Maria Luiza. And to my beloved nephews, the little ones Tiago and Rafael. For all the love and missing. To my beloved girlfriend, Stefany Souza. Thank you so much for all the happiness that you have brought into my life. For all the love, care, and complicity. I love you! To my friends from Jaboticabal, especially from TOca Fogo’s fraternity: Adão Santos, Edgard Silva, Emmanuel Moreira, Luan Oliveira, Antonio Tassio and Renato Soares. Also, my dear friends Taynara Valeriano, Larissa Nogueira, Maria Albertina, and Kárita Almeida. Thank you, guys, for all the good moments in my graduate life. To my friends from my hometown, that even though they were distant, their support always made me feel close to them. Also, to all my friends from Araraquara. For the Brazilian National Council for Scientific and Technological Development (CNPq), for the doctorate scholarship. This work was carried out with the support of Coordenação de Aperfeiçoamento de Pessoal de Nível Superior - Brasil (CAPES) - Código de Financiamento 001. Finally, to everyone who somehow helped me achieve these graduate studies, THANK YOU SO MUCH! i SUMMARY RESUMO............................................................................................................ iii ABSTRACT ........................................................................................................ iv CHAPTER 1 – General considerations .............................................................. 1 1. INTRODUCTION ......................................................................................... 1 2. LITERATURE REVIEW ............................................................................... 3 2.1. Socioeconomic importance of the citrus industry to Brazil ........................ 3 2.2. Commercial scion and rootstock varieties in Brazil ................................... 4 2.3 Citrus flushing dynamics ............................................................................... 7 2.4 Huanglongbing: historical background and management ............................. 8 2.5 Candidatus Liberibacter spp. and insect vectors .......................................... 9 2.6 Rootstock responses to HLB ...................................................................... 11 2.7 Translocation of Candidatus Liberibacter spp. ........................................... 12 3. REFERENCES .......................................................................................... 13 CHAPTER 2 - Modeling seasonal flushing and shoot growth on different citrus scion-rootstocks ............................................................................................... 23 1. INTRODUCTION ....................................................................................... 24 2. MATERIAL AND METHODS ........................................................................ 26 2.1 Experimental area and plant material ......................................................... 26 2.2 Flushing dynamics and intensity ................................................................. 27 2.3 New shoot growth dynamics ....................................................................... 28 2.4 Data analysis .............................................................................................. 29 2.4.1 Flushing dynamics and intensity .............................................................. 29 2.4.2 New shoot growth .................................................................................... 29 3. RESULTS ..................................................................................................... 30 3.1 Flushing dynamics and intensity ................................................................. 30 3.2 Relationship between flushing and environmental conditions .................... 38 3.3 Relationship between new shoot growth and environmental conditions ..... 41 4. DISCUSSION ............................................................................................... 43 5. REFERENCES .......................................................................................... 46 CHAPTER 3 – Impacts of trifoliate and non-trifoliate hybrid rootstocks on ‘Candidatus Liberibacter asiaticus’ movement within citrus trees ..................... 54 ii 1. INTRODUCTION ....................................................................................... 55 2. MATERIAL AND METHODS ........................................................................ 57 2.1 Las movement in ‘Rangpur’ lime and ‘Flying Dragon’ rootstocks ............... 57 2.2 qPCR analysis ............................................................................................ 59 2.3 Data analysis .............................................................................................. 59 2.4 Las movement in various rootstock-scion combinations............................. 60 2.5 Data analysis .............................................................................................. 61 3. RESULTS ..................................................................................................... 62 3.1 Las movement in ‘Rangpur’ lime and ‘Flying Dragon’ rootstocks ............... 62 3.2 Las movement in additional scion-rootstock combinations ......................... 64 4. DISCUSSION ............................................................................................... 71 5. REFERENCES ............................................................................................. 73 CHAPTER 4 – Final considerations ................................................................. 81 iii DINÂMICA DE BROTAÇÃO E MOVIMENTAÇÃO DE 'Candidatus LIBERIBACTER ASIATICUS' EM COMBINAÇÕES DE COPA E PORTA- ENXERTO DE CITROS RESUMO - ‘Candidatus Liberibacter asiaticus’ (Las) é a bactéria associada ao huanglongbing (HLB), transmitida pelo psilídeo asiático Diaphorina citri. D. citri é atraído por brotações novas (BN), onde ocorre preferencialmente a aquisição e transmissão da bactéria. A maioria dos estudos envolveram variedades com níveis similares de vigor. Ainda, pouco se sabe sobre o processo de infecção e colonização de Las. Este estudo foi conduzido para avaliar combinações de copa e porta-enxerto na dinâmica e intensidade de brotações e a movimentação de Las. No campo, as laranjeiras ‘Pera’ e ‘Folha Murcha’, a tangerineira ‘Ponkan’ e a limeira ácida ‘Tahiti’, em nove porta-enxertos, foram avaliadas. As BN foram contadas e classificadas a cada 20 dias. O número de BN e o cálculo da área abaixo da curva da dinâmica de brotações foram utilizados para comparar a intensidade de BN. Regressão linear múltipla foi utilizada para descrever as ocorrências das BN. Máximas, médias e mínimas temperaturas diárias e a chuva acumulada como variáveis independentes. O crescimento das BN foi avaliado durante a primavera e o outono com regressões não-lineares em função de graus-dia. As ocorrências das BN foram similares, mas a intensidade foi maior no limoeiro ‘Rugoso’. As ocorrências em ‘Pera’, ‘Folha Murcha’ e ‘Tahiti’ associaram-se positivamente com o aumento das temperaturas mínima e média, enquanto para a ‘Ponkan’, com a chuva acumulada. As BN cresceram mais rápido e atingiram maiores comprimentos na primavera, exceto para a ‘Folha Murcha’. Os valores do R2 ajustado encontrados para o crescimento das BN podem auxiliar e ajustar o tempo e a frequência das aplicações de inseticidas. Em casa-de-vegetação, um método para avaliar o impacto do porta-enxerto na movimentação de Las foi proposto. Foi realizada uma remoção vertical do tecido da casca do caule principal das plantas. Plantas de ‘Valencia’ enxertadas em limoeiro ‘Cravo’ ou trifoliata ‘Flying Dragon’ foram utilizadas. As plantas foram inoculadas em um dos ramos, e o ramo oposto e as raízes foram avaliados a cada 15 dias. A movimentação de Las, título bacteriano e perda de raiz foram avaliados. O movimento ascendente de Las e a perda de raiz foram maiores no ‘Cravo’, enquanto o descendente e o título bacteriano no caule e nas raízes foram similares. A movimentação ascendente de Las se correlacionou positivamente com o crescimento de BN, e o título bacteriano no caule ou na raiz com a perda de raiz apenas para o ‘Cravo’. O método foi utilizado para estudar combinações de ‘Pera’, ‘Folha Murcha’, ‘Ponkan’ e ‘Tahiti’ em 16 porta-enxertos. Híbridos de trifoliata induziram menor movimentação de Las, título bacteriano e perda de raiz. A análise de componentes principais confirmou a associação entre a movimentação de Las e o crescimento de BN, e título bacteriano e perda de raiz. A análise de Cluster dividiu os porta-enxertos em dois grupos, independentes da natureza genética. Não houve porta-enxerto que interagiu de modo similar com todas as copas, indicando que o impacto do HLB variou de acordo com a combinação de copa e porta-enxerto. Palavras-chave: Citrus spp., Poncirus trifoliata, estádios fenológicos, crescimento, condições meteorológicas, modelagem, porta-enxertos, movimentação de Liberibacter. iv FLUSHING DYNAMICS AND 'Candidatus LIBERIBACTER ASIATICUS' MOVEMENT ON VARIOUS CITRUS SCION AND ROOTSTOCK COMBINATIONS ABSTRACT - ‘Candidatus Liberibacter asiaticus’ (Las) is a phloem-limited bacterium associated with huanglongbing (HLB), transmitted by the Asian citrus psyllid (ACP) Diaphorina citri. ACP is attracted by new shoots (NS), in which preferably occurs feeding, reproduction, nymph development, bacterial acquisition and transmission. Most studies about flushing have involved citrus varieties with similar growth vigor levels. Also, little is known about infection and colonization by Las. This study was conducted to evaluate whether scion and rootstock combinations would affect flushing dynamics and intensity and Las movement in citrus trees. In the field, ‘Pera’ and ‘Folha Murcha’ sweet oranges, ‘Ponkan’ mandarin and ‘Persian’ lime were growing on nine rootstocks. NS were counted and classified every 20 days. The number of NS and the area under flush shoot dynamics were used to compare NS intensities. Multiple regression was used to describe NS occurrences. Maximum, minimum and average temperatures and accumulated rainfall were used as independent variables. NS growth was evaluated during the spring and autumn and data compared with non- linear regression based on degree-days. NS occurrences were similar, but intensity was higher on ‘Rough’ lemon than ‘Flying Dragon’. NS occurrences on ‘Pera’, ‘Folha Murcha’ and ‘Persian’ lime were associated positively with an increase of minimum and average temperatures, while on ‘Ponkan’ with accumulated rainfall. NS grew faster and attained longer lengths during spring than in autumn, except for ‘Folha Murcha’. Adjusted R2 attained for NS growth can be used to improve timing and adjust frequency of insecticide applications. In the greenhouse, a method to assess the impact of the rootstock on the bacterial movement is proposed. A vertical bark strip removal was performed in the main stem of the trees. 1.5-year-old potted trees of ‘Valencia Late’ growing on ‘Rangpur’ lime or ‘Flying Dragon’ trifoliate were used. All trees were graft- inoculated on one branch and the opposite branch and the roots were assessed fortnightly by qPCR. Data for Las movement, bacterial titer and root loss were evaluated. The upward Las movement and root loss were higher on ‘Rangpur’ lime, while the downward Las movement and titer on both shoots and roots were similar. Las movement upward positively correlated with new shoot growth. Positive correlation was observed between titer in the shoot or roots and root loss only for ‘Rangpur’ lime. The method was used in a study of 2.5-year-old potted trees of ‘Pera’, ‘Folha Murcha’, ‘Ponkan’ and ‘Persian’ lime growing on 16 rootstocks. The same variables were evaluated, and inoculations performed as described above. The opposite branch was assessed monthly. Trifoliate hybrids rootstocks induced lower Las movement, titer, and root loss. Principal component analysis confirmed association between Las movement and new shoot growth, and titer and root loss. Cluster analysis separated rootstocks into two groups regardless the genetic background. There was no rootstock that interacted similarly with all scions, indicating that HLB impact varies according to scion- rootstock combination. Keywords: Citrus spp., Poncirus trifoliata, phenological stages, tree growth, meteorological conditions, modeling, rootstocks, Liberibacter movement. 1 CHAPTER 1 – General considerations 1. INTRODUCTION Sweet oranges are the most cultivated citrus trees in the world, accounting for ~ 60% of the global production. Brazil is the largest sweet orange producer worldwide, accounting for around 18.6 million tons annually. China is the largest mandarin producer, with an approximate production of 19 million tons. For lemons, Argentina is the largest producer worldwide, accounting for ~ 25% of the global production, and the main lime-producing countries are Mexico and India (FAO, 2020). The area cultivated with sweet oranges in Brazil comprised 654.3 thousand hectares (ha) in the 2019/2020 forecast. Approximately 424.8 thousand ha from the total planting area is located in the State of São Paulo (SPS) and in west-southwest of Minas Gerais, representing the most extensive citrus belt in Brazil (Fundecitrus, 2020a; IBGE, 2020). However, several phytosanitary problems associated with the occurrence of pests and diseases have endangered the sustainability of the Brazilian citrus industry (Mattos Junior et al., 2005). Among the diseases that harm citrus crops, huanglongbing (HLB) is the most severe due to the susceptibility of all citrus varieties leading to high yield losses (Bové, 2006). HLB is associated with Gram-negative, phloem-limited bacteria ‘Candidatus Liberibacter africanus’ (Laf), ‘Ca. L. asiaticus’ (Las) and ‘Ca. L. americanus’ (Lam) (Bové, 2006; Teixeira et al., 2005). Las and Lam are naturally spread in the field by the Asian citrus psyllid (ACP) Diaphorina citri Kuwayama (Hemiptera: Sternorrhyncha: Psylloidea) (Capoor et al.,1967; Yamamoto et al., 2006), while Laf is spread by the African citrus psyllid Trioza erytreae (Del Guercio) (Hemiptera: Psyllidae) (McClean and Oberholzer, 1965). ACP is highly attracted by new shoots of citrus trees, on which they preferably feed and reproduce (Cifuentes-Arenas et al., 2018; Grafton-Cardwell et al., 2013). New shoots are the tissues from which Las is acquired by ACP and to which the bacterium is transmitted (Hall et al., 2016; Sétamou et al., 2016). Since the population dynamics of ACP is consistently associated with the presence of new shoots in citrus trees (Yamamoto et al., 2001; Tsai et al., 2002; Kistner et al., 2 2016; Teck et al., 2011), understanding the dynamics of flushing occurrence helps to improve HLB management. Understanding the dynamics of growth and development of the new shoots also is important, since the efficacy of chemical ACP control decreases as they grow and develop (De Carli et al., 2018). After transmission, the bacterium will colonize all tissues except the seed endosperm (Tatineni et al., 2008; Li et al., 2009). Recent studies have demonstrated how cell-to-cell movement of Las takes place within the phloem (Achor et al., 2020). In longer distance, the bacterium moves predominantly towards new tissue growth, either on branches or roots (Raiol-Junior et al., 2020). The roots seem to play an important role in the infection process of the whole tree, being an important site for pathogen establishment (Johnson et al., 2014; Raiol-Junior et al., 2020). Several studies have shown that some rootstocks are less affected by Las infection, mainly hybrids having Poncirus trifoliata (L.) Raf as a parent. Milder rootstock responses to infection include lower bacterial titers, and less severe symptoms in the canopy (Boava et al., 2017; Albrecht et al., 2012; Albrecht and Bowman, 2012; Folimonova et al., 2009). These studies have contributed to a better understanding of the importance of the root system for survival of the tree during pathogen attack. A rootstock that delays colonization or reduces Las multiplication would aid in minimizing the impacts of the disease in the field. Since the rootstock induces changes in several characteristics, such as growth and vigor of the canopy (Pompeu Junior, 2005), such changes may alter the attractiveness to ACP and potentially the dynamics of bacterial translocation in tree tissues. Promising rootstocks have been evaluated regarding mainly fruit production, tolerance to water deficit and tree size. However, they were not investigated regarding their influence on flush shoot dynamics of the scion variety, as wells as on maturation of new shoots over the seasons. These are important aspects to determine best time and frequencies of insecticide application. In addition, nothing is known with respect to the responses of these new rootstocks to Las infection. Thus, this information is important to predict performance against HLB when these rootstocks become fully available and are planted on a large scale. This study was conducted with the objectives of evaluating a range of several commercial and non-commercial rootstock hybrids currently under field 3 investigation in Brazil (i) in terms of phenological changes induced to the scion, and how the changes could potentially impact ACP reproduction and the effectiveness of ACP chemical control, and (ii) in terms of changes in the magnitude of Las movement and colonization of tree tissues, and magnitude of damage to the root system, making the trees more or less tolerant to the disease. 2. LITERATURE REVIEW 2.1. Socioeconomic importance of the citrus industry to Brazil Plants of the genus Citrus and related genera (Fortunella and Poncirus) belong to botanical family Rutaceae, subfamily Aurantioideae, and are originated mostly from Southeast Asia (Swingle and Reece, 1967; Scora, 1975). The cultivated citrus resulted from complex crosses between citron (Citrus medica L.), pummelo (Citrus maxima [Burm.] Merrill), mandarin (Citrus reticulata Blanco) and Citrus micrantha Wester (Wu et al., 2018). In Brazil, the seeds for propagation of the first citrus trees were brought to the country by the Portuguese, during the colonization period that started in 1530. First reports of citrus plantings were in São Paulo state (SPS) which later expanded along the coast and to other regions in Brazil (Hasse, 1987). In the 2019/2020 national forecast, SPS reached a total productivity of 386.7 million boxes of 40.8 kg of sweet orange (Citrus × aurantium var. sinensis L.), followed by the states of Minas Gerais (24.0 million), Paraná (19.5 million), Bahia (19.3 million) and Sergipe (9.2 million). The estimated forecast for 2020/2021 accounts for 286.7 million boxes of 40.8 kg only for the citrus belt of SPS and west-southwest Minas Gerais (Agrianual, 2020; Fundecitrus, 2020a). In addition to sweet orange, Brazil is an important producer of mandarin and its hybrids, lemons [C × limon var. (L.) Burm. f.], and acid limes (C. × latifolia var. latifolia). Brazil is the major producer of frozen and concentrated orange juice, the second largest producer of concentrated tangerine juice (behind only the United States), and the fourth largest producer of concentrated lemon juice, with the leader in world production being Argentina (FAO, 2020). As a result, the Brazilian citrus industry is one of the most important sources of taxes and jobs, encompassing nurseries, farms, suppliers, fresh fruit commerce, and juice 4 processing and essential oil industries among other segments. In 2019, the citrus industry generated over 48,000 jobs in SPS, which represented 26.2% of the total jobs generated by all sectors of the state economy (CitrusBr, 2020). 2.2. Commercial scion and rootstock varieties in Brazil Sweet oranges, mandarins and acid limes represent the most cultivated citrus scion varieties in Brazil (Pio et al., 2005). In the last tree inventory survey of bearing trees conducted by Fundecitrus (2020a), the total area of the citrus belt of SPS and west-southwest of Minas Gerais was comprised by 18.5% with the early-season sweet orange varieties ‘Hamlin’, ‘Westin’, ‘Rubi’ and ‘Valencia Americana’, 35% with the midseason varieties, mainly ‘Pera’, and 42% with the late-season ‘Valencia Late’, ‘Folha Murcha’ and ‘Natal’. Lemons and acid limes corresponded to 8.4% of the total bearing trees, of which 90% were of ‘Persian’ lime and 9% within the true lemon group, mainly the Sicilian lemon. Mandarins comprised 2.6% of the bearing trees and were represented mainly by ‘Ponkan’ (Citrus reticulata Blanco) and ‘Murcott’ tangor (C. × sinensis x C. reticulata) (Fundecitrus, 2020a). ‘Pera’ is the most important sweet orange, characterized by vigorous trees with excellent productivity. Fruits are suitable for fresh market and industrial processing. ‘Valencia Late’ ranks second with exceptional productivity. Fruits are larger than those of ‘Pera’ and are suitable for fresh market and especially for industrial processing. This variety is compatible with all commercial rootstock varieties used in Brazil, while ‘Pera’ is incompatible with some rootstocks (Barry et al., 2020; Figueiredo, 1991; Pio et al., 2005). ‘Folha Murcha’ has the remarkable characteristic of curled leaves that resemble wilting due to water deficit. It maturates later than ‘Valencia Late’, and the trees are less vigorous than those of ‘Pera’. Among other scion varieties of economic importance comes the highly productive 'Hamlin' with fruits suitable mainly for industrial processing. ‘Natal’ produces high quality fruits suitable for fresh market and industrial processing (Barry et al., 2020; Figueiredo, 1991; Pio et al., 2005). Mandarin is one of the original progenitors of all modern citrus varieties. The mandarin group is highly diverse. ‘Ponkan’ is characterized by trees with 5 compact and upright growth habit. It is an early-midseason variety with irregular and biennial bearing. Fruits are large, quite easy to peel, with a mild sweet flavor, which makes ‘Ponkan’ highly appreciated for fresh consumption in Brazil (Barry et al., 2020; Pio et al., 2005). As the other citrus, the acid limes and lemons are usually well-adapted to tropical and subtropical climates. The trees are characterized as having multiple blooms and crops of fruit. ‘Eureka’ is the lemon variety most cultivated in Brazil. This variety is precocious with high production in the early years after planting. ‘Eureka’ fruit tend to be smaller than the other important lemon varieties, but they have high juice content and are very suitable for fresh market. In relation to acid limes, the clones ‘IAC-5’ and ‘Quebra-Galho’ are the most cultivated in SPS. ‘IAC- 5’ is a nucellar clone with high productivity and tolerance levels to CTV (Citrus tristeza virus, CTV). Trees are vigorous and an orchard of this clone is highly uniform. ‘Quebra-galho’ is an old clone that was infected with citrus viroids, including the citrus exocortis viroid (CEVd), which affects growth habit and reduces tree size (Barry et al., 2020; Figueiredo, 1991; Pio et al., 2005; Vidalakis et al., 2011). Rootstocks are responsible for inducing changes on the scion variety in several characteristics, such as vegetative growth, precocity of fruit production, yield, fruit maturation and quality, and tolerance to drought, diseases, and pests. Therefore, it is important to diversify the use of rootstocks, in order to better support the different scion varieties and adapt to biotic and abiotic stresses (Pompeu Junior, 2005). In 2016 the most cultivated rootstock varieties in SPS were ‘Swingle’ citrumelo [C. × aurantium var. paradisi ined. x Poncirus trifoliata (L.) Raf.] (50% of trees grafted in nurseries), ‘Rangpur’ lime (C. × limonia Osbeck var. limonia) (33%), ‘Sunki’ (C. reticulata ‘Sunki’) (11.9%) and ‘Cleopatra’ mandarins (C. reticulata ‘Reshni’) (1.2%) and trifoliate orange (P. trifoliata) (3.8%) (Carvalho et al., 2019). In Brazil, citrus have been propagated by grafting since the early twentieth century. At the beginning, the ‘Caipira’ sweet orange was the only rootstock used. Because of its susceptibility to drought and Phytophthora gummosis, it was replaced by sour orange (C. × aurantium L. var. aurantium). However, due to the onset of citrus tristeza virus (CTV) in the 1930’s, sour orange was replaced by 6 the ‘Rangpur’ lime (Chapot, 1975; Pompeu Junior, 2005). From the 1960s, ‘Rangpur’ lime has become the major rootstock in citrus orchards in SPS. Besides the tolerance to CTV, trees on this rootstock are very vigorous and productive, similar to ‘Rough’ lemon (C. × limonia var. jambhiri ined.). Trees typically bear fruit at an early stage and are highly tolerant to drought (Pompeu Junior, 2001). Citrus blight started to affect trees grafted on ‘Rangpur’ lime in the 1970s and caused a diversification in the use of rootstocks. Then, ‘Cleopatra’ and ‘Sunki’ mandarins, and ‘Swingle’ citrumelo started to be planted in the orchards in the 1990s. However, ‘Rangpur’ lime still predominated in the new plantings until 1999, with the first reports of citrus sudden death (CSD) that affected scion varieties grafted on this rootstock (Rodriguez et al., 1979; Gimenes-Fernandes and Bassanezi, 2001). In 1907, ‘Swingle’ citrumelo was created in Florida by Walter T. Swingle. It was introduced into Brazil in 1948. It started to be more used in the 1980s, due to its tolerance to CSD, blight and gummosis. It is less tolerant to drought than ‘Rangpur’ lime and is graft compatible with ‘Pera’ sweet orange, ‘Murcott’ tangor and ‘Eureka’ lemon (Hutchison, 1974; Pompeu Junior, 2005). Considered native from China, ‘Sunki’ mandarin started to be used in Brazil in 1985. ‘Sunki’ is reported to be tolerant of CTV, blight, but susceptible to Phytophthora. Fruit yield and quality are generally superior to trees on ‘Cleopatra’ (Pompeu Junior, 2005; Pompeu Junior et al., 2008). Trifoliate orange is regarded as a separate genus from citrus. Many different selections of this species exist. In general, trees on trifoliate orange have a low to moderate vigor but bear a good crop of fruit for the tree size. They are noted to be resistant or tolerant to some Phytophthora species, CTV, and cold, but sensitive to drought. Trifoliate orange rootstocks seem more favorably suited to areas with cool winter temperatures and are often regarded as a good choice where significant tree size control is desired, especially the variety ‘Flying Dragon’ (P. trifoliata var monstrosa) (Pompeu Junior, 2005; Stuchi et al., 2012). Constituting a new generation of rootstocks, citrandarins are hybrids resulting from the cross between mandarins such as 'Sunki' or 'Cleopatra' with trifoliate oranges. They possess characteristics inherited from the parents, in addition to the dwarfing effect in some hybrids (Pompeu Junior et al., 2002; Blumer and Pompeu Junior, 2005; Pompeu Junior and Blumer, 2014). Other 7 rootstock hybrids have been evaluated and have shown promising results, with potential for commercial use. Studies carried out in São Paulo showed that the hybrids ‘Sunki’ × (‘Rangpur’ lime × P. trifoliata) – 059 and (‘Rangpur’ lime × P. trifoliata) - 001 as rootstocks for 'Valencia Late' induced high productivity and drought tolerance, in addition to a reduced canopy volume. The hybrid ‘Sunki’ × ‘Swingle’ – 041 have combined high productivity with a dwarfing effect compared to standard rootstocks, such as the ‘Rangpur’ lime and the ‘Sunki’ mandarin (Ramos et al., 2015). 2.3 Citrus flushing dynamics Vegetative growth in citrus trees occurs in seasonal cycles or flushes throughout the year. Lemons and acid limes develop new shoots all year-round, while in sweet oranges they are seasonally defined (Spiegel-Roy and Goldschmidt, 1996). Flushing is normally more intense during the spring- summer, less intense during early autumn, and absent in winter (Primo-Millo and Agustí, 2020). Air temperature and soil moisture are the main environmental components that regulate flushing (Primo-Millo and Agustí, 2020; Davies and Albrigo, 1994). Spring flush contains both vegetative and reproductive shoots. The midsummer and subsequent flushes are generally vegetative (Spiegel-Roy and Goldschmidt, 1996). New shoot growth also is governed by the genetic nature of the rootstock and scion. Rootstocks are widely used to control tree size and vigor, thus affecting the vegetative growth (Bowman and Joubert, 2020; Spiegel-Roy and Goldschmidt, 1996). Rootstock influence is governed by physiological mechanisms. Auxin accumulation, for instance, is generally greater in vigorous rootstocks and affects vascular differentiation, stimulating cambial activity and xylem development (Soumelidou et al., 1994; Ahn et al., 1999). Hence, higher hydraulic conductivity will favor nutrient uptake, contributing to vegetative growth (Atkinson et al., 2003; Olmstead et al., 2006). Knowledge on the impact of the rootstock on the canopy phenology is important. It may be used to program planting density of new orchards, and the subsequent cultural practices such as pruning and harvesting, and to improve pest management programs (Forner-Giner et al., 2014). However, most efforts 8 toward understanding flushing dynamics of citrus to improve ACP control and, consequently, HLB management, have involved rootstock and scion varieties with similar levels of growth vigor (Garieri, 2016; Oliveira, 2017). Since ACP is more attracted to citrus trees for feeding and reproduction during flushing periods (Yamamoto et al., 2001; Kistner et al., 2016), a less vigorous rootstock would be less attractive to citrus pests. For example, the dwarfing rootstock ‘Flying Dragon’ trifoliate induced lower canopy volume for ‘Valencia Late’ sweet orange and a lower cumulative HLB incidence compared to the vigorous ‘Rangpur’ lime in an orchard under ACP control (Rodrigues, 2018). 2.4 Huanglongbing: historical background and management Huanglongbing (HLB) was first reported in 1919 in southern China as yellow shoot disease (Reinking, 1919). In 1928, a disease similar to HLB was reported in South Africa, under the name yellow shoot, while the name greening prevailed later (Merwe and Andersen, 1937). In Philippines, the disease was known as mottle leaf, in India as dieback, in Indonesia as vein phloem degeneration, and in Taiwan as likubin (Bové, 2006). HLB affects three of the major citrus producers in the world: China since 1920’s; Brazil since 2004; and the United Sates since 2005 (Coletta-Filho et al., 2004; Halbert, 2005; Teixeira et al., 2005; Bové, 2006). HLB was already reported in other Latin America countries, such as Cuba in 2007, (Luis et al., 2009), Dominican Republic in 2008 (Matos et al., 2009), Mexico, Belize, Jamaica and Puerto Rico in 2009 (Hall et al., 2013), Costa Rica in 2011 (Molina-Bravo et al., 2015), Paraguay in 2013 (Senave, 2013), Argentina in 2012 (Agostini et al., 2015) and Colombia in 2015 (Ica, 2015). In Brazil, after the first report, the disease spread to all regions in SPS, with higher incidence in the center, reaching in 2020 an average 20.9 % of total incidence in the citrus belt of SPS and west-southwest Minas Gerais (Fundecitrus, 2020b). In Minas Gerais State, the first HLB outbreak was reported in 2005, in the southern region of the state (Castro et al., 2010). In 2019, HLB was already present in 60 municipalities of southern Minas Gerais and southern and southwestern Triângulo Mineiro area (Instituto Mineiro de Agropecuária, 9 2019). In Paraná State, HLB was first reported in 2007, in the northwest (Nunes et al., 2010) and, in 2019, HLB was present in 138 municipalities in the northern, northwestern, and western regions (Agência de Defesa Agropecuária do Paraná, 2019). In August 2019, the disease was reported in 16 municipalities of the State of Mato Grosso do Sul (Diário Oficial da União, 2019). Identification of the disease is made by observation of symptoms, namely, yellow shoots, leaf blotchy mottle, lopsided fruits, and aborted seeds (Bové, 2006). Symptoms are pronounced in autumn and winter seasons. Higher symptom expression in these seasons is due to the lower temperatures, which favor bacteria multiplication in plant tissues (Lopes et al., 2009a; Bassanezi et al., 2010). HLB management comprises planting of healthy trees from protected and certified nurseries, identification, and eradication of symptomatic trees to reduce sources of inoculum in the farm and neighboring areas, and psyllid monitoring and control (Belasque Jr et al., 2010; Bassanezi et al., 2020). In addition, HLB management must be applied in a regional area-wide scale. Thus, all neighboring orchards in the same region should carry out control measures, aimed at elimination of external inoculum sources and uniform control of the psyllid (Bassanezi et al., 2010; Bassanezi et al., 2020). 2.5 Candidatus Liberibacter spp. and insect vectors The phloem-limited, Gram-negative, -Proteobacteria associated with HLB are ‘Candidatus Liberibacter asiaticus’ (Las), ‘Ca. L. africanus’ (Laf) and ‘Ca. L. americanus’ (Lam) (Garnier et al., 1984; Da Graça, 1991; Jagoueix et al., 1994; Bové, 2006). Las, the most widespread, is present in Asia, Africa, and Americas (Bové, 2006). Laf occurs in Africa (Bové, 2006) while Lam has been reported only in Brazil (Teixeira et al., 2005). Initially Lam was the most common HLB agent in Brazil. However, Las became the predominant species in São Paulo orchards (Lopes et al., 2009a). Currently, Las is present in over 99.9% of all positive field samples analyzed at the Fundecitrus’ diagnostic laboratory. This change in prevalence seems to be associated with Las tolerance to higher temperatures along with the higher titers reached by Las in plant tissues, which favors acquisition, transmission and 10 spread by the insect vectors in distinct citrus growing locations (Lopes et al., 2009a; b; 2013; 2017; Gasparoto et al., 2012). Las and Lam are transmitted by the Asian citrus psyllid (ACP) Diaphorina citri Kuwayama (Hemiptera: Sternorrhyncha: Psylloidea), present in Asia, Africa, and Americas. Laf is transmitted by Trioza erytreae (Del Guercio) (Psyllidae), present in Africa, southwestern Europe (Portugal and Spain), the Arabian Peninsula (Saudi Arabia and Yemen), and in Madeira and Canary Islands (Bové, 2006; Shimwela et al., 2016; Eppo, 2020). ACP was first reported in Brazil in the 1940’s (Costa Lima, 1942). ACP is highly attracted to new shoots of citrus trees, on which it preferably feeds, reproduces, develops (Cifuentes-Arenas et al., 2018; Grafton-Cardwell et al., 2013), and acquires and transmits the pathogen (Hall et al., 2016; Sétamou et al., 2016). Females lay 500 to 800 eggs during their life cycle. Nymphs develop on shoots from early vegetative stages (Husain and Nath, 1927; Tsai and Liu, 2000; Nava et al., 2007). The psyllid’s life cycle includes an egg stage and five nymphal instars. ACP adults are small (2.7 to 3.3 mm long) with mottled brown wings. The adults are active and can readily fly over short distances when disturbed. Adults may be found resting or feeding on leaves with their bodies held at a 45° angle to the leaf surface (Hall, 2008). The psyllid is highly prolific in the presence of new shoots and under favorable environmental conditions (average daily temperature between 24 and 29°C and relative humidity between 50 and 75%) (Aubert, 1987; Tsai and Liu, 2000; Nava et al., 2007). Epidemiological and spatial distribution studies have shown that the psyllid is usually dispersed between trees over distances of 25 to 50m, reaching up to 200m (Gottwald et al., 2007; Boina et al., 2009; Tomaseto et al., 2016). The population dynamics of ACP is consistently associated with the presence of new shoots in citrus trees and favorable environmental conditions for their development (Husain and Nath, 1927; Tsai and Liu, 2000; Hall et al., 2008). Higher populations generally occur in spring and summer, while lower populations occur in autumn and winter, when the trees are in vegetative rest and new shoot growth is reduced (Yamamoto et al., 2001). 11 2.6 Rootstock responses to HLB Although all citrus trees are susceptible to HLB, different hosts have shown distinct responses to Las infection. The tolerance to HLB is a poorly understood phenomenon. Trifoliate orange and some of its hybrids have been classified as tolerant to Las infection, due to low bacterial titers and less severe symptoms on the leaves, as observed on potted seedlings of ‘Carrizo’ citrange (C. × aurantium var. sinensis L. × P. trifoliata) compared to ‘Volkamer’ lemon and ‘Cleopatra’ mandarin (Folimonova et al., 2009). Lower percentages of Las-positive trees were found in potted seedlings of ‘Carrizo’ citrange than ‘Cleopatra’ mandarin or ‘Volkamer’ lemon, and less severe leaf symptoms were observed on seedlings of the trifoliate hybrid US-897 (‘Cleopatra’ × P. trifoliata ‘Flying Dragon’) than on ‘Cleopatra’ mandarin (Albrecht and Bowman, 2012). In addition to leaf symptoms and bacterial titer, the capacity of the rootstock to replace roots damaged by Las colonization was associated with HLB- tolerance (Wu et al., 2017; 2018). In Florida, root losses of up to ~ 37% were detected in HLB-symptomatic trees of 'Hamlin' and 'Valencia' sweet oranges grafted on 'Swingle' citrumelo compared to asymptomatic trees (Graham et al., 2013). Root damage takes place even before symptoms are detected on the scion. HLB-symptomatic trees of 'Valencia Late' grafted on 'Swingle 'citrumelo presented ca. 26% less root dry weight than asymptomatic trees (Johnson et al., 2014). In the field, yield has been used as an important attribute to classify the tolerance to HLB. Under natural inoculation condition, five hybrids originated from a cross between ‘Changsha’, ‘Cleopatra’ or ‘Ninnkat’ mandarins and ‘Gotha Road’ trifoliate induced higher yield of ‘Hamlin’ sweet orange than ‘Swingle’ citrumelo or ‘Flying Dragon’ trifoliate (Bowman and McCollum, 2015). Another field trial demonstrated that yield was higher on ‘Valencia Late’ grafted on US- 942 (‘Sunki’ x P. trifoliata ‘Flying Dragon’) than on ‘Cleopatra’ mandarin and ‘Carrizo’ citrange (Bowman et al., 2016). 12 2.7 Translocation of Candidatus Liberibacter spp. Carbohydrates are mainly transported in the phloem of vascular plants in the form of sucrose. The photoassimilates produced by photosynthesis or the hydrolyzed sugars from reserve compounds are distributed and used by the plant to grow and generate energy during the cellular respiration process (Taiz et al., 2017). In phloem, sap is transported from production areas, called sources, to areas of active growth or storage, called sinks. The sources are usually mature leaves, which are able to produce photoassimilates, which export them during a given stage of their development. Sinks include non-photosynthetic plant organs and organs that do not produce enough photoassimilates, such as roots, developing fruits and immature leaves (Taiz et al., 2017). Many pathogens colonize the phloem, like viruses and phytoplasmas. These pathogens that do not have active transport structures are probably translocated within the plants following the phloem sap flow from the source to the sink regions (Leisner and Turgeon, 1993; Roberts et al., 1997). Active transport structures such as flagella and pili were not observed in microscopic images of Las (Andrade et al., 2019; Hilf et al., 2013), suggesting it moves passively in the phloem, similar to viruses and phytoplasmas (Christensen et al., 2004; Dawson et al., 2013; Folimonova et al., 2008; Jiang et al., 2004). Apparently, Las movement within citrus trees follows the source-sink translocation pattern of phloem sap. Recently, Las cells were detected on the plasma membrane of the plant cells next to the phloem pores, suggesting the pores may be involved in the cell-to-cell movement of the bacterium (Achor et al., 2020). It has also been shown that Las is widely distributed, reaching several parts of the tree (Tatineni et al., 2008; Li et al., 2009). In citrus, bacterial translocation follows the phloem sap flow, first colonizing young tissues that are serving as sinks (Raiol-Junior et al., 2020; Hilf and Luo, 2018). This behavior is similar to that found for the ‘Ca. L. solanacearum’, associated with the zebra chip disease in potatoes (Solanum tuberosum) and tomatoes (Solanum lycopersicum), in which the pathogen also was first detected in young tissues after inoculation (Levy et al., 2011). 13 The rootstock may play an important role in the process of colonization and multiplication of the pathogen. It has been shown that losses in the roots occur even before symptoms are seen on the scion (Raiol-Junior et al., 2020; Johnson et al., 2014). In citrus, the rootstock vigor may influence the growth and development of young tissues and the flushing pattern on the scion. As a result, depending on the vigor, the rootstock can induce a higher or lower translocation of photoassimilates, which may, indirectly, influence the translocation of Las in the tree. Consequently, Las colonization may be influenced by the scion and rootstock combination used. 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Neotropical Entomology 30:165-170. 23 CHAPTER 2 - Modeling seasonal flushing and shoot growth on different citrus scion-rootstocks ABSTRACT – Occurrence, intensity, and growth patterns of new shoots (NS) were evaluated on different scion and rootstock combinations in a 2.5-year- old citrus orchard in Bebedouro, SP, Brazil, with the aim of improving timing of insecticide applications to suppress incidence of Diaphorina citri in citrus orchards. ‘Pera’ and ‘Folha Murcha’ sweet oranges, ‘Ponkan’ mandarin and ‘Persian’ lime were growing on a set of nine hybrid rootstocks including commercial rootstocks on which growth of scions differ. NS were counted every 20 days from August 2017 to December 2018 within a square frame (0.25 m2) set on the central portion of the canopy of eight trees per scion-rootstock combination, and individually classified in six vegetative stages of development. The number of NS and the area under flush shoot dynamics (AUFSD) were used to compare NS intensities. Mean NS number (dependent variable) and maximum, minimum and average temperatures (°C) and accumulated rainfall (mm) at 20, 40 and 60 days prior to the evaluation date (independent variables) were used to develop multiple linear regression models to describe NS occurrence dynamics. Individual NS growth was evaluated during the spring of 2018 and autumn of 2019 and the data compared with the output of Logistic or Gompertz non-linear regression models based on degree days (DD). NS occurrence dynamics were similar for all combinations, but the intensity was significantly higher on vigorous ‘Rough’ lemon rootstock than on dwarfing ‘Flying Dragon’ trifoliate rootstock. Occurrence of NS on ‘Pera’, ‘Folha Murcha’ and ‘Persian’ lime associated positively and significantly (P < 0.05) with an increase of minimum and average temperatures (avg. adjusted R2 = 0.406; 0.408; 0.403, respectively) and occurrence of NS on ‘Ponkan’ with accumulated rainfall (avg. adj. R2 = 0.311), registered during 20- or 40-day intervals prior the evaluation date. NS grew faster and attained longer lengths during spring (34 days and 102.7 mm) than autumn (42 days and 71.9 mm), except for ‘Folha Murcha’ which took longer to grow and reached shorter lengths (38 days and 78.8 mm) during spring, and longer lengths during autumn (42 days and 118.3 mm). Logistic models better fitted NS growth data (avg. adj. R2 ≥ 0.94). The adjusted R2 values of regression models developed to predict NS occurrences during the study were not high enough to estimate optimum timing to start insecticide applications for control of D. citri. However, since NS growth consists of foliar tissues that initially are highly suitable for psyllid feeding and oviposition, the adjusted R2 values attained for NS growth can be used to improve timing, and thereby adjust frequency of insecticide applications. Keywords: Citrus spp., Poncirus trifoliata, phenological stages, plant growth, meteorological conditions, modeling, non-linear regression 24 1. INTRODUCTION Vegetative growth of citrus trees occurs in seasonal cycles or flushes throughout the year. The new shoots (NS) develop at the apical and lateral meristems of mature branches. Flushes are normally more intense during spring, less intense during early autumn, and absent in winter (Primo-Millo and Agustí, 2020). Temperature and soil moisture are the main environmental variables that regulate flushing. Daily average ambient air temperatures lower than 12°C and higher than 35°C generally limit emergence of NS. Rainfall requirements are in the range of 600 to 1,300 mm yearly (Primo-Millo and Agustí, 2020; Davies and Albrigo, 1994). Solar radiation has an indirect role, since it interferes in CO2 assimilation during photosynthesis (Davies and Albrigo, 1994). Major NS emergence in late spring and early summer, coinciding with increase in temperature and water availability, has been observed in São Paulo State (SPS) in Brazil (Carvalho et al. 2020; Oliveira, 2017; Garieri, 2016), Florida (Hall et al., 2008; Hall and Albrigo, 2007) and California (Kistner et al., 2016) in the USA, in South Africa (Catling, 1969), and in Malaysia (Teck et al., 2011). Flushing also is related to the genetic interaction of the rootstock and scion. Rootstocks are widely used to control the size and vigor of citrus trees, thus affecting the vegetative growth of the scions growing on them (Bowman and Joubert, 2020; Spiegel-Roy and Goldschmidt, 1996). Oliveira (2017) evaluated flushing dynamics and NS intensity on six sweet orange (Citrus × aurantium var. sinensis L.) varieties grafted on ‘Swingle’ citrumelo [C. × aurantium var. paradisi ined. x Poncirus trifoliata (L.) Raf.], ‘Sunki’ mandarin (C. reticulata Blanco ‘Sunki’) and ‘Rangpur’ lime (C. × limonia Osbeck var. limonia), by counting the number of NS at variable time intervals, from November 2012 to December 2015, in central SPS. The work started when the trees were 1.5-year-old. The trees were growing in irrigated and non-irrigated areas. In the non-irrigated area, the number of NS were lower on ‘Hamlin’ sweet orange when grafted on ‘Sunki’ mandarin, and higher on ‘Valencia Late’ sweet orange grafted on ‘Rangpur’ lime. There were no differences between rootstocks within the irrigated area. Garieri (2016) evaluated flushing dynamics and intensity over time by counting NS on 10-year-old ‘Natal’ sweet orange grafted on ‘Swingle’ and six trifoliate (P. trifoliata) hybrid rootstocks, for 15 months in an irrigated area, also in central SPS. The assessments were 25 weekly in spring and summer and fortnightly in autumn and winter. Flushing patterns and NS intensities were similar for all rootstocks. Knowledge for the impact of the rootstock on vegetative growth of the canopy of citrus trees is important. It may be used to program planting density of new orchards, and subsequent cultural practices such as pruning and harvesting (Forner-Giner et al., 2014). It may also help to improve pest management programs, in particular, those involving the Asian citrus psyllid (ACP), Diaphorina citri Kuwayama (Hemiptera: Sternorrhyncha: Psylloidea), vector of Candidatus Liberibacter asiaticus (Las), the phloem-limited bacterium associated with the severe Asiatic form of huanglongbing (HLB), the most important disease of citrus (Bové, 2006). However, most efforts toward understanding flushing dynamics of citrus to improve ACP control and, consequently, HLB management, has involved rootstock hybrids and scion varieties with similar levels in growth and vigor. Also, the studies have not included the dynamics of individual NS growth and development on the canopy, and how NS is affected by the climate and the rootstock. The only dwarfing rootstock studied in relation to NS dynamics has been ‘Flying Dragon’ (P. trifoliata var. monstrosa (T. Itô) Swingle). When it was used as rootstock, a lower NS intensity was observed on ‘Valencia Late’, which coincided with lower HLB incidence as compared with the vigorous ‘Rangpur’ lime (Rodrigues, 2018). The incidence of citrus variegated chlorosis (CVC) also was lower on ‘Folha Murcha’ sweet orange trees growing on ‘Flying Dragon’, over a period of seven years after planting, as compared with other 11 vigorous rootstocks (Cantuarias-Avilés et al., 2011). As for HLB, CVC is also transmitted by sap-sucking insects feeding predominantly from xylem of immature flush growth (Dellapé et al., 2016). Lower incidences of the diseases were probably related to less than optimal incidence and growth of NS on the dwarfing rootstock and, thus, limited availability of suitable immature tissues for feeding and/or oviposition by the vectors. Given the influence of rootstocks, and scions, on the incidence and growth of NS and feeding and oviposition and transmission of Las by ACP, we carried out experiments involving nine rootstocks and four commercial scion varieties to determine potential impacts of rootstock-scion combinations on NS growth parameters favorable to ACP. Also, given the strong influence of the climate on 26 flushing dynamics and intensity, we explored possible correlations of flushing and NS growth with environmental factors for application in mathematical models. 2. MATERIAL AND METHODS 2.1 Experimental area and plant material The experiments were carried out between August 2017 and December 2018 in Bebedouro municipality (20°53’16’’ S, 48°28’11’’ W; 600 m ASL), SPS. Climatic classification of this region is Cwa, characterized as tropical with dry winter based on the Köppen climate classification system (Rolim et al., 2007). Meteorological conditions were monitored daily using CR10 Measurement and Control System (Campbell Scientific Inc) located ca. 600 m away from the experimental blocks. The sequential water balance [water deficit (WD, mm) and actual evapotranspiration (AET, mm)] were calculated between assessment dates as proposed by Thornthwaite and Mather (1955) using an available water capacity of 100 mm. The potential evapotranspiration (PET, mm) was estimated using the FAO-56 Penman–Monteith (FAO PM) method (Allen et al., 1998). The experimental area consisted of four non-irrigated blocks of 0.8 ha, each corresponding to one scion variety: ‘Pera’ and ‘Folha Murcha’ sweet oranges, ‘Ponkan’ mandarin, and ‘Persian’ lime (C. × latifolia var. latifolia), which are broadly cultivated in Brazil (Fundecitrus, 2020). Each scion was grafted on nine rootstocks with contrasting growth patterns (Bowman and Joubert, 2020; Ramos et al., 2015) (Table 1). The trees were planted in February 2016, spaced 2.0 m apart within rows and 5.0 m apart between rows resulting in approximately 800 trees ha-1, and at 51° of azimuthal orientation for the rows. During the first evaluation date, canopy volume (V) of each tree was estimated using the formulae 𝑉 = ( 2 3 ) 𝜋𝑟2ℎ (Zekri, 2000), where r is the canopy radius and h is the tree height. 27 Table 1. Hybrids and commercial rootstocks categorized based on vigor (tree size), which were used with ‘Pera’ and ‘Folha Murcha’ sweet oranges, ‘Ponkan’ mandarin and ‘Persian’ lime scions. Rootstock common name Scientific name/ parentage description Vigor classification ‘Rough’ lemon C. × limonia var. jambhiri ined. vigorous ‘Sunki’ mandarin C. reticulata ‘Sunki’ vigorous ‘Swingle’ citrumelo C. ×aurantium var. paradisi x P. trifoliata intermediate ‘BRS Bravo’ C. reticulata ‘Sunki’ x (C. × limonia var. limonia x P. trifoliata) - 059 intermediate ‘BRS Cunha Sobrinho’ C. reticulata ‘Sunki’ x (C. × aurantium var. paradisi × P. trifoliata) - 041 intermediate San Francisco C. reticulata ‘Reshni’ x P. trifoliata ‘Swingle’ - 287 intermediate Los Angeles C. reticulata ‘Reshni’ x P. trifoliata ‘Barnes’ - 245 dwarfing ‘BRS Matta’ C. reticulata ‘Sunki’ x P. trifoliata var. montrosa ‘Flying Dragon’ - 006 dwarfing ‘Flying Dragon’ trifoliate Poncirus trifoliata var. monstrosa dwarfing During the entire evaluation period, the trees remained unpruned and received the standard management practices recommended for citrus crops in SPS (Carvalho et al., 2005). To reduce ACP populations, during the first three years of planting, systemic insecticides were applied via drench, three to four times per year plus contact insecticides sprayed on tree canopies, at every 10- day interval, which was the only insect control measure after the third year. 2.2 Flushing dynamics and intensity Every 20 days, the new shoots (NS) found within the projection of a square frame of 50 cm x 50 cm, positioned in the outer surface of the canopy, at ca. 1.5 m above ground, were counted and classified by their respective developmental stage (Cifuentes-Arenas et al., 2018). Eight apparently healthy trees per scion/rootstock combination, randomly distributed within the orchard, were selected. Each tree served as a replication. This number of trees was previously determined as the minimum number that would result in a sampling error of 10%, (Carvalho et al., 2020). The 20-day assessment interval was chosen because it is shorter than the time required for a given NS to develop from bud swelling and initial growth (stage v1) to complete maturation (stage v6), which takes 35 to 45 days at 24 to 26oC. Stage v1: from bud swelling to initial bud emergence. Stage 28 v2: initial stem elongation with all margins of the leaves closed. Stage v3: initial leaf blade expansion with margin of lower leaves opening. Stage v4: unfolding of all leaves and final leaf number defined. Stage v5: leaves fully expanded, green- light yellow coloured and gradual hardening from top to the base. Stage v6: vegetative shoot completely matured with leaves fully hardened and green-dark (Cifuentes-Arenas et al., 2018). Along with NS counting, the intensity of NS for the whole period of assessment for each sampled tree was estimated also based on the area under flush shoot dynamics (AUFSD), using the formula: 𝐴𝑈𝐹𝑆𝐷 = ∑ ( 𝑁𝑆𝑖+1 + 𝑁𝑆𝑖 2 ) ∗ (𝑇𝑖+1 − 𝑇𝑖) 𝑛−1 𝑖=1 where NSi is the number of NS in stages v1 to v6 in the ith day observation, and Ti+1-Ti the number of days among observations (Campbell and Madden, 1990). 2.3 New shoot growth dynamics The dynamics of NS growth was assessed during the spring of 2018 (October to November) and the autumn of 2019 (April to May). Three of the nine rootstocks used in the study of flushing dynamics were selected: ‘Rough’ lemon (vigorous), ‘Flying Dragon’ trifoliate (dwarfing) and ‘Swingle’ citrumelo (intermediate). Four trees per each scion/rootstock combination were used. To stimulate flushing, three to six branches of each tree were pruned to remove 5 to 10 cm of the apex of the branches, on both sides of the central portion of the canopy. Three to five leaves just below the pruning sites also were removed. Approximately 12 to 13 days after pruning, three apical NS at the early v1 growth stage were tagged on each side of the canopy. The length of the NS was measured every three to four days using a digital caliper (Zaas Precision, Amatools Commercial Ltda, Piracicaba, SP, Brazil). The evaluations proceeded until the NS reached the v6 stage. For this study, non-linear regression models were applied to the accumulated degree-days (DD) needed for the NS to reach the assessed length at every evaluation date, from the pruning day up to v6 stage. DD is a measure of heat accumulation and was estimated as follows: 𝐷𝐷 = ∑ 𝑇𝑚𝑒𝑑𝑖 𝑛 𝑖=1 − 𝑇𝑏𝑎𝑠𝑒 29 where ΣDD is the sum of growing degree-days, Tmed the absolute daily mean air temperature (°C) at the ith day observation, and Tbase the lower temperature limit for the shoot to grow (Allen, 1976), which was determined for citrus trees as 9°C by Cifuentes-Arenas (2017). 2.4 Data analysis 2.4.1 Flushing dynamics and intensity Before analyses, all data were assessed for homoscedasticity (Levene, 1960), and normality (Shapiro and Wilk, 1965). Box-Cox transformation of the data was performed when necessary (Osborne, 2010). A split-plot analysis of variance for repeated measures overtime was applied to the number of NS for each scion separately, in a fully randomized design. The rootstocks comprised the main plot, the assessment date the subplot, and the eight trees the replications. For analysis, the 24 assessment dates were grouped in every three consecutive dates, which corresponded to eight periods of distinct seasonal climatic conditions. AUFSD for the whole assessment period was calculated for each sampled tree. The evaluations proceeded on the same trees from the first to the last evaluation date. When significant differences were detected, the Scott- Knott test was applied (P < 0.05). In order to assess the influence of the environment variables on flushing dynamics and intensity, multiple linear regression was performed with the number of NS as the dependent variable and the daily average values of maximum (Tmax), minimum (Tmin) and average (Tavg) temperature (°C) and accumulated rainfall (mm), taken during the 20, 40 and 60 days prior to the evaluation date, as the independent variables. The best fit final model was selected based on Akaike Information Criterion (AIC). The ‘stepwise backward’ procedure (P < 0.05) was used to select the significant independent variables. 2.4.2 New shoot growth The data on NS growth as a function of DD was subjected to non-linear regression analysis. The models tested included the sigmoid, 𝑌 = 30 𝑌𝑎𝑠𝑦𝑚𝑒𝑥𝑝{−𝑒𝑥𝑝[−𝑘(𝑡 − 𝑡𝑚)]} (Gomperz, 1825), and the logistic, 𝑌 = 𝑌𝑎𝑠𝑦𝑚/{1 + 𝑒𝑥𝑝[−𝑘(𝑡 − 𝑡𝑚)]} (Verhulst, 1838) functions, where Y is the estimated shoot length, Yasym the estimated asymptotic Y value, t the time from bud swelling to shoot maturity, calculated in DD, tm the inflection point at which growth is maximized, and k the NS growth rate. The final model was selected based on the AIC (Akaike, 1998). Pearson correlation analyses were performed to assess relationships among tree height, tree diameter and canopy volume using AUFSD and shoot final size. Split-plot analysis of variance and Pearson correlation analysis were performed using the statistical software R, version 3.6.1 (R Development Core Team 2015). Regression analyses were performed using Python language (Anaconda Python, Continuum Analytics) (Van Rossum and Drake Jr, 1995). 3. RESULTS 3.1 Flushing dynamics and intensity When the evaluations started, the trees of different scion and rootstock combinations varied in height and canopy volume as indicated (Figure 1). Figure 1. Average tree height (m) and canopy volume (m3) of Pera’ and ‘Folha Murcha’ sweet oranges, ‘Persian’ lime and ‘Ponkan’ mandarin grafted on 3.12 1.80 3.86 1.68 0.40 0.38 0.76 0.24 0 1 2 3 4 Pera Folha Murcha Persian Ponkan C a n o p y v o lu m e ( m 3 ) Vigorous Dwarfing 1.80 1.53 1.88 1.70 1.30 1.25 1.40 1.33 0 1 2 Pera Folha Murcha Persian Ponkan T re e h e ig h t (m ) 31 vigorous ‘Rough’ lemon and dwarfing trifoliate ‘Flying Dragon’ rootstocks measured August 2017 in Bebedouro, SPS. Standard errors – indicate Tree height (m) ± se, Canopy volume (m3) ± se on X axis. Over the evaluation period, the highest and lowest values of solar radiation, evapotranspiration, maximum and minimum absolute daily temperatures were, respectively, 28.0 and 15.5 MJ m–2 day–1, 4.6- and 0.7-mm day–1, 37.3°C and 15.7°C and 22.2°C and 6.2°C. The accumulated rainfall was 1,690mm. More detailed information on air temperature and rain is shown in Figure 2. Although the interaction of rootstocks and assessment periods was significant for all scions, which indicates that the same environmental condition interacted differently depending on the scion and rootstock combination (Supplementary Table S1), the overall flushing patterns were similar for all combinations (Figure 2). 32 Figure 2. Patterns of new shoot occurrence and intensities on the canopy of A) ‘Pera’ sweet orange, B) ‘Folha Murcha’ sweet orange, C) ‘Persian’ lime and D) ‘Ponkan’ mandarin grafted on all nine rootstock hybrids (see Table 1); E) Water balance [water deficit (red area) and excess (blue area), in millimeters] during the assessment period; F) Accumulated rainfall (blue bars) and maximum (■), average (▲) and minimum (♦) air temperature registered in the periods between sampling dates (each 20 days), from August 2017 to December 2018 in Bebedouro, SPS. The arrows indicate the first and last assessment dates. 0 10 20 30 0 10 20 30 0 10 20 30 0 50 100 150 200 250 300 350 400 0 5 10 15 20 25 30 35 40 R a in fa ll (m m ) A ir T e m p e ra tu re ( °C ) Date A B C 0 10 20 30 D S o il w a te r a v a il a b e l (m m ) A ir t e m p e ra tu re (° C ) R a in fa ll (m m ) E F N e w s h o o ts p e r m 2 A ir t e m p e ra tu re ( C ) A c c u m u la te d ra in fa ll (m m ) ‘Persian’ lime ‘Pera’ ‘Folha Murcha’ ‘Ponkan’ 33 Rootstocks affected flushing dynamics on ‘Pera’, but only during the 2nd, 4th and 7th assessment periods was the number of NS statistically different (Table S2). ‘Pera’ on ‘Rough’ lemon produced major flushes in the 2nd and 4th assessment periods, but no statistical differences were found compared with those on other vigorous or intermediate rootstocks. On ‘BRS Bravo’, ‘Pera’ produced higher number of NS in the 7th assessment period, but it was not statistically different from that on ‘Sunki’ (Figure 3). Flushing intensity was also evaluated through the area under flush shoot dynamics (AUFSD), for each scion variety separately. This method simplified the analysis, since it combines the intensity and frequency of the NS in a single value. ‘Rough’ lemon on ‘Pera’ induced the highest flushing intensity, but it did not differ from ‘Sunki’, ‘Swingle’, ‘BRS Bravo’ and ‘BRS Cunha Sobrinho’. AUFSD was however 1.9 times greater on the vigorous ‘Rough’ lemon than on the dwarfing ‘Flying Dragon’ rootstock (Figure 3). 1139 b 2168 a 2096 a 1730 a 2005 a 1794 a 1613 b 1454 b 1434 b 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 Aa Ba Cb Aa Ba Cc Bc Bb Cb ACD D D B A B B A C B C C A C B C C A A A B B A B A B B A C B C C A C B C C A C B C C A Aa Aa Aa Aa Ba Aa Aa Aa Ab Aa Aa Bb Bb Cc Cc Cc Bb Cb A B C D E F G H I 1st 2nd 3rd 4th 5th 6th 7th 8th N e w s h o o ts p e r m ² AUFSD 34 Figure 3. Patterns of new shoot occurrence and intensities and area under flush shoot dynamics (AUFSD) on the canopy of ‘Pera’ sweet orange trees grafted on: A) ‘Rough’ lemon; B) ‘Sunki’ mandarin; C) ‘Swingle’ citrumelo; D) ‘BRS Bravo’; E) ‘BRS Cunha Sobrinho’; F) San Francisco; G) ‘BRS Matta’; H) Los Angeles; I) 'Flying Dragon' trifoliate. Lowercase letters compare means among rootstocks within each assessment period, and uppercase letters compare means among assessment periods within each rootstock. Means followed by the same letter belong to the same group by the Scott-Knott’s Test (P < 0.05). Rootstocks affected flushing dynamics on ‘Folha Murcha’ in the 1st, 2nd, 4th, 7th and 8th assessment periods (Table S2). On ‘Sunki’ and ‘BRS Bravo’, ‘Folha Murcha’ produced higher number of NS in the 1st assessment period. On ‘Flying Dragon’, ‘Folha Murcha’ produced lower number of NS in the 2nd assessment period. In the 4th assessment period, major flushes were detected on trees growing on ‘BRS Bravo’, ‘Sunki’, San Francisco and ‘Rough’ lemon. On ‘Rough’ lemon, ‘Sunki’, ‘BRS Matta’ and ‘Swingle’, ‘Folha Murcha’ produced higher number of NS in the 7th assessment period. On ‘Rough’ lemon, ‘Folha Murcha’ produced a higher number of NS in the 8th assessment period, but it was not statistically different from that on ‘Swingle’ (Figure 4). Highest AUFSD was found on ‘Folha Murcha’ grafted on ‘Rough’ lemon. It did not differ from that on ‘Sunki’ but was 3.1 times greater than that on ‘Flying Dragon’ (Figure 4). There was no variation in the number of NS overtime on ‘Folha Murcha’ on ‘Flying Dragon’ (Figure 4) (Table S3). 35 Figure 4. Patterns of new shoot occurrence and intensities and area under flush shoot dynamics (AUFSD) on the canopy of ‘Folha Murcha’ sweet orange trees grafted on: A) ‘Rough’ lemon; B) ‘Sunki’ mandarin; C) ‘Swingle’ citrumelo; D) ‘BRS Bravo’; E) ‘BRS Cunha Sobrinho’; F) San Francisco; G) ‘BRS Matta’; H) Los Angeles; I) 'Flying Dragon' trifoliate. Lowercase letters compare means among rootstocks within each assessment period, and uppercase letters compare means among assessment periods within each rootstock. Means followed by the same letter belong to the same group by the Scott-Knott’s Test (P < 0.05). Rootstocks influenced flushing dynamics on ‘Persian’ lime, but only during the 1st, 2nd and 4th assessment periods the number of NS were different (Table S2). On ‘Swingle’, ‘Persian’ lime produced higher number of NS in the 1st assessment period but was not statistically different from that on San Francisco. On ‘Rough’ lemon, ‘Persian’ lime produced higher number of NS in the 2nd assessment period but were not statistically different from those on San Francisco and ‘BRS Cunha Sobrinho’. ‘Rough’ lemon induced higher NS in the 2553 a AUFSD 2311 a 2034 b 1950 b 1443 c 1546 c 1655 c 1375 c 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 AaBaDb Ba Ca Aa Aa Ab Cb Ba Cb Ba Aa Aa Aa Aa Ab Ab Bb Aa Bb Bb Bc Ab Aa Aa Bb Ab Bb Aa Bb Aa Ab Bb Aa Bb Bb Ab b b b b c B D D Aa Aa A B B B C C A B B B C C A B B A B B B B B 1st 2nd 3rd 4th 5th 6th 7th 8th A B C D E F G H I 813 d N e w s h o o ts p e r m ² 36 4th assessment period. ‘Rough’ lemon, ‘Sunki’ and San Francisco induced major overall flush intensity (Figure 5). Figure 5. Patterns of new shoot occurrence and intensities and area under flush shoot dynamics (AUFSD) on the canopy of ‘Persian’ lime trees grafted on: A) ‘Rough’ lemon; B) ‘Sunki’ mandarin; C) ‘Swingle’ citrumelo; D) ‘BRS Bravo’; E) ‘BRS Cunha Sobrinho’; F) San Francisco; G) ‘BRS Matta’; H) Los Angeles; I) 'Flying Dragon' trifoliate. Lowercase letters compare means among rootstocks within each assessment period, and uppercase letters compare means among assessment periods within each rootstock. Means followed by the same letter belong to the same group by the Scott-Knott’s Test (P < 0.05). Rootstocks affected flushing dynamics on ‘Ponkan’ in the 2nd, 3rd and 4th assessment periods (Table S2). On ‘Rough’ lemon, ‘Ponkan’ produced higher number of NS in the 2nd and 3rd assessment periods. On ‘Flying Dragon', ‘Ponkan’ produced significantly lower NS in the 4th assessment period. Overall, ‘Rough’ 2134 a 1803 a 1554 b 1536 b 1486 b 1768 a 1349 b 1416 b 1249 b 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 0 10 20 30 Aa AaCb Bb Ab Ab Aa Ab Ac Bb Ab Ac Bb Aa Ac Ba Aa Ab Bb Cb Cb Ab Bb Ab Ac Bc Bc B C C B A A C C A A A B B A A B B B A A B C C B A C D D C A B C C B A B C C B A B C C B A 1st 2nd 3rd 4th 5th 6th 7th 8th A B C D E F G H I AUFSD N e w s h o o ts p e r m ² 37 lemon induced 3.2 times more NS than ‘Flying Dragon’ (Figure 6). There was no variation in the number of NS overtime on ‘Ponkan’ on ‘Flying Dragon’ (Figure 6) (Table S3). Figure 6. Patterns of new shoot occurrence and intensities and area under flush shoot