Matching Highly Productive Tree Taxa with Specific Site Types and Bio-energy Production Systems

There can be little doubt that the selection and genetic improvement of fast­growing tree taxa (in this context referring to species, provenances, families within provenances, hybrids or clones) have strongly boosted productivity on intensively managed plantation forests in the tropics (Zobel and Talbert 1984; Verryn 2002, 2008; Pallett and Sale 2002; Kanzler et al. 2003; Wu et al. 2007; Boreham and Pallett 2007). Particularly impressive tree breeding successes in short-rotation pulpwood plantation forestry also include improvements in properties that enhance processing (e. g. wood properties, stem form and ease of debarking — Malan and Verryn 1996; Dvorak et al. 2008) or properties that allow for better survival and productivity of a specific taxon under adverse circumstances (e. g. disease resistance, cold/drought/frost tolerance, improved water use efficiency and herbicide resistance — Hodge and Dvorak 2007; Herbert 2012; du Toit 2012; Mitchell et al. 2013). It is therefore imperative for any intensive bio-energy production system to invest in a focussed tree improvement programme that can conserve a broad genetic base of fast-growing tree families, constantly breed for resistance to newly emerging pests and diseases, and constantly improve quality of the biomass and its suitability for the particular production process. The word-wide trend in highly productive short-rotation plantation forests is to move increasingly towards planting a variety of genetically improved, vegetatively propagated hybrid clones (rather than raising seedlings from half-sib or full sib families within species), which are deployed in a mosaic of small blocks to minimise risk. Some of the more important reasons for this trend revolve around the following facts: (a) genetic gains are large and guaranteed, (b) hybrid vigour can be obtained, (c) disease resistance can be obtained through hybridisation, (d) large improvements in stand uniformity, with which comes ease of mechanisation and an increase in the partitioning to above-ground biomass (Stape etal. 2010).

Another advantage of planting clones rather than pure species of fast-growing exotics has to do with the invasive potential of some taxa when planted in a non­native environment. There is an increasing body of evidence showing that several hybrid plants are sterile or do not produce large quantities of viable seedlings (Eldridge et al. 1994; Lopez et al. 2000; Owens and Miller 2009; Chen 2010). It follows that highly bred hybrid tree clones that are less fertile or sterile can potentially be selected for planting biomass crops, so that they do not pose an invasive threat. This aspect needs further testing and experimentation, but holds promise for the establishment of “greener” bio-energy crops.

Equally important to the genetic tree improvement process that may improve stand productivity is intensive experimentation with site-taxon matching. Matching the planted taxa to site conditions is obviously important in biophysically complex landscape where climatic and edaphic conditions differ markedly in space and time. There are several examples all over the world where species/provenances or families that were not well adapted to specific climate conditions have been devastated by a single risk factor, e. g. the infection of pine species that have little resistance to Diplodia pinea when planted on sites that experience hailstorms (Swart et al. 1988), and the stem breakage caused in Acacia mearnsii and Eucalyptus grandis stands in the KwaZulu-Natal Midlands of South Africa following episodic, heavy snowfalls (Gardner and Swain 1996). However, new pests or diseases can easily be introduced to regions of exotic plantations, e. g. Phytophthora pinifolia in Chile or Sirex noctilio in South Africa (Tribe and Cillie 2004; Duran et al. 2008; Hurley et al. 2012). Furthermore, there are documented evidence of pests and diseases of indigenous trees that infect or attack distantly-related exotics, e. g. Crysoporthe austroafricana stem canker that recently spread to infect exotic stands of Eucalyptus grandis stands in sub-tropical parts of South Africa (Wingfield et al. 2008). It follows that regional enterprises with fairly uniform climates (and therefore chiefly rely on just one or perhaps a few species) are at risk. In such cases, it pays to invest in research on several taxa that could potentially be suited to a site: (a) to allow for the planting a mosaic of different families/clones and so to minimise risk, (b) to have alternative taxa that can be deployed rapidly and effectively in case of the introduction of a significant pest or disease to the region, and (c) to improve site-taxon matching for lesser known taxa.

Several authors have been successful in matching species or provenances to a broader region using climatic similarities, often with a computer-aided approach, e. g. bioclimatic parameters. However, finer scale matching of taxa to specific site types require local knowledge of tree response to risk factors, as well as stand productivity and quality of biomass that can be obtained under the range of pre­vailing site conditions. This involves planting and testing all promising taxa across a wide range of site types in the region where it could be grown. It also presupposes that a sophisticated yet simple site classification and site evaluation system exists (e. g. Louw and Scholes 2002; Smith et al. 2005; Louw et al. 2011; Louw and Smith 2012) — sophisticated enough to take both risk factors and the drivers of resource availability to stands into account, yet simple enough to implement in practice. Information gathered from studies such as the aforementioned examples is the only reliable foundation upon which detailed site-taxon matching can be based. Accurate site-taxon matching becomes even more important when (a) the genetic base of the planting material becomes increasingly narrow, e. g. in the sequence provenance! family! clone, and (b) when the silvicultural regime tends toward short rotations of unthinned crops. A stand consisting of a several families of half-sibs that are only moderately suited to a specific site will still contain some individuals that are well suited to the prevailing conditions, and those individuals could be the final crop trees remaining after thinning in a medium to long rotation system. This is often the case in plantation forests grown for sawtimber on 20­35 year rotations in Southern Hemisphere countries. However, if a single clone (that is not particularly well suited to the site conditions) is planted in a short, unthinned rotation, the productivity of that stand is guaranteed to be sub-optimal, and the productivity loss will be compounded over successive rotations if a coppice system is used. Furthermore, in the event of climatic extremes, an entire crop could be affected by pests or diseases, brought about by stress. It is therefore essential to have a risk profile as well as a “response surface” for the productivity potential of each important or potentially important taxon across a the broadest possible range of site types, to aid the silviculturalists in their decision making.