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. Finding a rootstock that delays Las colonization
within citrus trees can contribute to the longevity of trees in orchards and reduce
losses caused by the disease.
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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
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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
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30
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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
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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