Environmental and Experimental Botany 64 (2008) 180–188 Contents lists available at ScienceDirect Environmental and Experimental Botany journal homepage: www.elsevier.com/locate/envexpbot Shoot and root competition in potato/maize intercropping: Effects on growth and yield Gustave Nachigera Mushagalusa, Jean-François Ledent, Xavier Draye ∗ Laboratoire d’écophysiologie et d’amélioration végétale, Faculté d’Ingénierie biologique, agronomique et environnementale, Université catholique de Louvain, Place croix du Sud 2-11, 1348 Louvain-la-Neuve, Belgium a r t i c l e i n f o Article history: Received 23 August 2007 Received in revised form 13 May 2008 Accepted 20 May 2008 Keywords: Maize Potato Intercropping Competition a b s t r a c t Interspecific competitive relationships and their effect on yield have been analysed in the association of potato and maize, two species with contrasting patterns of root and shoot systems establishment. Greenhouse experiments were carried out under three configurations (NC: no interspecific competition; FC: shoot and root interspecific competition; SC: shoot-only interspecific competition). Despite large variations between replicate experiments associated with seasonal effects, the study revealed consistent patterns of competition for above- and below-ground resources. Light interception in FC and SC was dominated by potato (60%) during the first 45 days after planting and by maize thereafter (80%). The extra shade caused by the companion crop increased soil moisture by up to 10% in SC treatments. The yield of the two species responded in opposite ways to SC, which was consistent with asymmetric patterns of competition between the two species. In potato, FC reduced tuber yield (number and size) by 4–26%, while SC increased tuber size (compared to NC) by 3–39%. In maize, FC reduced LAI and plant height by up to 45%, shoot and root dry mass, nutrient content, yield, the weight of 100 grains and harvest index by ca. 30–100%, while SC affected all but LAI and plant height. It appears that the contrast between the progressive installation of the maize root system and the rapid early extension of the potato root system is amplified by the restriction of maize root development under competition, which leads to close interdependencies between root and shoot competitive relationships. Although the specific effects of root competition cannot be uncovered by this set of experiments, competition effects on maize in the potato/maize intercropping seem to primarily related to light availability in the mixed canopy. © 2008 Elsevier B.V. All rights reserved. 1. Introduction Intercropping, i.e. the simultaneous cultivation of two or more crops in the same field is practised in many regions of the world. In several scenarios of species, region and climate, intercropping can increase total yield per land area compared to the sole crop of the same crops. This effect is commonly attributed to the complementarity of resource capture patterns by crops (Rodrigo et al., 2001). Intercropping is also used for soil erosion management, pest control and soil fertility improvement, but is most widely practiced in countries where arable land is scarce, where it contributes to biodiversity and food security. Among a number of species combinations that are found in tropical areas, the intercropping of maize and legumes is widely documented, which can be explained by the complementarity of the two crops in mineral nutrition and by their world-wide impor- ∗ Corresponding author. Tel.: +32 10 472092; fax: +32 10 472021. E-mail address: [email protected] (X. Draye). 0098-8472/$ – see front matter © 2008 Elsevier B.V. All rights reserved. doi:10.1016/j.envexpbot.2008.05.008 tance. This paper focuses on the potato/maize association, which is practised in Latin America (Midmore et al., 1988), Asia (Liu and Midmore, 1990; Vander zaag and Demagante, 1990) and Africa (Ifekwe et al., 1989; Bouwe et al., 2000; Ebwongu et al., 2001). This association takes advantage of the complementary food values and morphologies of the two species. The optimization of cultivation practices under given environmental conditions requires a thorough understanding of the patterns of resource capture by individual plants and how these patterns depend on morphology. These points require special attention in intercropping systems combining species with inherently different morphologies, where asymmetric distribution of capture organs is likely to induce dominance relationships between plants which may affect their performance (OzierLafontaine et al., 1999). It is worth noting that the presence of weeds in a crop raises very similar problems. Given these close interspecific interactions, the outcome of intercropping largely depends on available resources and on every condition influencing the phenology and growth of each species (Casper et al., 1998). G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 In the potato/maize association, competition for light might be an issue as the leaves of potato and maize exploit different strata within the canopy. Maize, for example, has rather high requirements for light and responds negatively to shade, which reduces growth and delays the appearance of leaves and roots (Pellerin, 1991). However, because potato height seldom exceeds 1 m in the field against up to 3 m for maize (depending on variety and environment), the latter is commonly regarded as the dominant plant in the association when the two species are planted simultaneously. Evidently, the dynamics of development in time and space should also be considered as it may strongly depend on variety and cultivation conditions (Midmore et al., 1988; Ebwongu et al., 2001). There are less data on the importance of competition for soil resources in the potato/maize association. The two species differ by their root system development in time and space. Potato root length density is generally about one third of that produced by cereal crops, and is generally higher in the top soil (Gregory and Simonds, 1992). Based on these contrasting soil exploration patterns, it is generally believed that the combination of the two species may improve the efficiency of soil water and nutrient uptake throughout the soil profile. There are, however, a number of reports on the detrimental effects of interspecific competition for soil resources in other crop mixtures. Root competition during the early season has been found to decrease the initial growth and reduce the ability of individual plants to compete for light (Cahill, 1999; Aerts et al., 1991). Not surprisingly, several studies also indicate that the relative importance of root and shoot competition between species can change during the season according to the development of the partners (Belcher et al., 1995; Cahill, 2002; Casper et al., 1998; Carlen et al., 2002; Wilson, 1988; Wilson and Tilman, 1995). Potato/maize intercropping has been mostly discussed under conditions of high temperatures in Latin America and Asia (Midmore, 1990; Vander zaag and Demagante, 1990; Liu and Midmore, 1990), with a focus on the improvement of the potato yield by shade cast by maize. In the present study, the effect of mutual shade between potato and maize in the presence or absence of root competition is analyzed. The objectives of this study were to investigate the relative importance of shoot and root competition between maize and potato in mixture, estimated through their effect on yield and morphological parameters (height, leaf area, root and leaf dry mass). 181 1.2 m × 0.15 m × 0.60 m) standing above ground on a pit (same dimensions) sheathed with a plastic film to insure isolation from the surrounding soil (Fig. 1). Each box/pit element (L × W × H: 1.2 m × 0.15 m × 1.20 m) contained 108 L of a 2:3 volumetric mixture of universal compost (peat and bark, fertilized and limed): Rhine sand (0–2 mm) which facilitates the separation of roots from the soil at the time of excavation. The chemical analysis of the compost (before sowing) gave the following results: total nitrogen (0.35%, Kjeldhal), P2 O5 (0.06%, ICP-AES), K2 O (1.0%), MgO (0.26%), CaO (0.63%), Fe2 O3 (0.62%), Na2 O (0.30%), Al2 O3 (2.14%), Zn (13.5 mg/kg). This provided a total amount of 15.8 g N, 1.2 g P and 37.2 g K per box, containing up to 5 plants in the FC treatments. A large drainage pipe laid down horizontally at the bottom of the pit secured the hydraulic isolation of each box-pit unit from the subsoil, allowing a finer control of water availability in the accessible soil. All root observations were performed in the box volume. Border plants were grown in pots (L × W × H: 0.4 m × 0.4 m × 0.3 m). They were lifted up or down during the experiment to maintain similar plant heights for box and border plants. The arrangement of plants in the three treatments is illustrated in Fig. 2. In each maize or potato treatment, eight plants were arranged as two planting rows, with 50 cm between plants and between rows. Measurements were performed on the four central plants, grown in two boxes. This arrangement should insure that all treatments shared the same level of intraspecific competition (four plants in two boxes). Interspecific competition (SC and FC) was created by adding six plants of the competing species around the four central plants. Such additive design corresponds to the way intercropping is implemented in tropical areas. A traditional design would have counted on two additional rows of border plants but could not be applied here for practical reasons. However, due to the consistent arrangement of sampled and border plants, border effects were systematic and should not have introduced additional variability. Solar radiation was supplemented all day long with artificial Hg vapour lamps yielding 150 mol/m2 /s PAR at the top of the canopy. Every 2 days from sowing to harvest, water was applied early in the morning to restore field capacity. This interval was short enough to preclude the occurrence of severe water deficit and long enough to allow the reliable quantification by TRD probes of the decrease of soil water content (see below). Protection against aphids and whitefly was insured with sticky yellow traps placed above each 2. Material and methods 2.1. Description of experiments Three replicated greenhouse experiments (2002, 2003a,b) were carried out in Louvain-la-Neuve, Belgium. The varieties Désirée and Tripoli were used, respectively, for potato and maize. Each experiment followed a complete random blocks design with two (2003a, 2003b) or three (2002) blocks and three treatments. The three treatments comprised sole crops (no interspecific competition, labelled MNC and PNC for maize and potato samplings, respectively), full interspecific competition treatments (MFC and PFC) and shoot interspecific competition treatments (MSC and PSC). Intraspecific competition was involved in all treatments and was considered as part of the common environment. Possible interactions between intra- and interspecific competitions were thus confounded with the effect of treatments, but we assumed that such interaction effects were small compared to the effect of treatments. Plants assigned for sampling were grown in rectangular plywood frames (open on top and bottom, Length × Width × Height: Fig. 1. Schematic representation of the substrate containers. (A) Plywood box (open at the top and the bottom). (B) Plastic-sheathed pit. (C) Drainage pipe. (D) Ground surface of the greenhouse. 182 G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 Table 1 General information on the three experiments Date of planting Date of harvest Average day temperature (◦ C) Average night temperature (◦ C) PAR at the top of the canopy (mol m−2 s−1 )a Fertilization Relative humidity (%) 2002 2003a 2003b 11 February 18 May 20–30 9–18 400/500 09 January 09 April 20–32 15–18 350/450 – 25–45 02 May 04 August 25–40 18–20 500/880 – 35–60 b 25–50 a Minimum and maximum PAR values (including artificial lighting) during the experiment between 11:30 and 12:30. In 2002 only, each box was supplied twice, before and during tubers initiation, with 2 l of a solution containing (in g l−1 ) 4.72 Ca(NO3 )2 ·4H2 O, 0.87 K2 SO4 , 1.46 FeEDTA, 0.91 NaH2 PO4 ·2H2 O and (in mg l−1 ) 248 H3 BO3 , 11.7 ZnSO4 ·7H2 O, 79 MnCl2 ·4H2 O and 9.98 CuSO4 ·5H2 O. b box. Other general information about these experiments is listed in Table 1. 2.2. Measurements during the experiment Plant height was monitored weekly between emergence and harvest on the four plants dedicated for sampling (Fig. 2). The phenological development of maize was estimated as described by Ledent and Mouraux (1990). The leaf lamina was considered fully expanded when the ligule was visible. The total leaf area of maize was calculated by summing individual leaf areas (ILA) estimated from non-destructive measurements of leaf length (LL) and maximum leaf width (LW) and using the equation ILA = K × LL × LW (K = 0.75) (Girardin, 2000). The same formula was applied to potato leaf area, using a value of K = 0.55 calibrated from 10 leaves of different ages in proportions estimated on eight plants. Plant height was taken at the ligule of the last leaf lamina fully unfolded for maize and at the top of the canopy for potato. During experiments 2003a and 2003b, one box in each block was equipped with six time domain reflectometry (TDR) probes, 20 cm long, placed horizontally at 20, 40 and 60 cm depth under each of the two sampled plants. Soil water content was estimated using a Tektronix impulse generator and a conversion formula calibrated with high organic content substrate (Souza and Matsura, 2003). Measurements of soil water content were taken early in the morning before each watering (every 2 days—all boxes being supplied to field capacity) and 6 h after watering, thereby reflecting the water uptake activity of the plants. Soil temperature was measured at 10–11 and 15–16 h with thermocouple sensors (Hanna instruments) located at 15 cm depth under each plant in the boxes. During experiments 2003a and 2003b, the photosynthetically active radiation (PAR) was measured at several heights in the canopy using a sunfleck ceptometer (Delta-T Devices Ltd). In the treatments involving interspecific shoot competition (FC and SC), the PAR was measured (1) at the top of the dominating species in the canopy, (2) at the top of the dominated species in the canopy and (3) at the soil surface. A light extinction coefficient was calculated from measures (1) and (2) for the dominating species and from measures (2) and (3) within the mixed canopy. Fractional light interception by each species was derived according to Wallace (1995). In the NC treatment, two measurements were carried out, at the top of the canopy and at the soil surface. All measurements were made during clear days between 11:30 and 12:30. Measurements were taken every 10 days from 25 to 85 days after sowing. 2.3. Measurements at harvest Fig. 2. Schematic representation of the experimental design (one block). Potato plants are represented by open symbols and maize plants by closed symbols. The square symbols indicate the plants dedicated for sampling. The two planting rows are represented as dotted lines (oriented N–S) and the boxes as grey rectangles. Plants dedicated to sampling were harvested 90 days after planting. The boxes were opened and the substrate was washed away with a gentle flow of water. For potato, shoot and tuber fresh weights were measured, along with the total number of tubers and the diameter of each tuber. Root, tuber, leaf and stem dry weight were measured, including dead material, after desiccation at 80 ◦ C for 72 h. Tuber dry mass content (TDMC) was measured on 250 g samples of tubers which were sliced and oven dried for 72 h, and tuber dry weight (TDW) was calculated as total tuber fresh weight × TDMC. Finally, the harvest index was calculated as HI (%) = (TDW/total dry biomass) × 100. G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 For maize, aerial parts and the total root system were oven-dried at 80 ◦ C for 72 h and weighed. Ears of every plant were oven-dried at 80 ◦ C for 72 h, shelled and weighed to obtain the grain yield per plant. The weight of 100 grains and harvest index (HI (%) = (grain yield/total dry biomass) × 100) were also determined. The nutrient concentration in the maize shoot was analyzed by ICP-AES to estimate the effect of interspecific competition on mineral nutrition of maize. Nitrogen content could not be measured due to accidental loss of samples during analysis. The nutrients concentration in potato is not reported because the vegetative growth of potato was not affected by interspecific competition with maize. Relative reductions in plant growth due to interspecific competition were calculated according to Gibson et al. (1999) assuming that the monospecific competition was similar in all treatments (see above). The effect of interspecific full competition (EFC) was estimated by comparing the dry weight (Y) of FC plants to that of NC plants: EFC = ((YFC − YNC )/YNC ) × 100. The effect of interspecific shoot competition (ESC) was determined by comparing the dry weight of SC plants to that of NC plants: 183 ESC = ((YSC − YNC )/YNC ) × 100. The effect of interspecific root competition could not be directly estimated due to the lack of a pure root competition treatment. However, a combined effect of root competition and of the interaction between root and shoot competition (ERC) was calculated by subtracting the mean of SC plants from that of the FC plants: ERC = ((YFC − YSC )/YNC ) × 100. In the absence of interaction between shoot and root competition, this term would approximate the root competition effect. While some researchers acknowledge that interaction between the two forms of competition is likely, they usually assume that its amplitude is limited in the range of conditions encountered in experiments (Casper and Jackson, 1997). In addition, greenhouse (Wilson, 1988) and field data (Cahill, 1999) suggest that this latter assumption may be more often valid than one would assume. 2.4. Statistical analyses Statistical inference on treatments at harvest was carried out using a mixed model ANOVA according to the randomized Fig. 3. Progression of leaf area index (LAI) during the season. PNC (), MNC (), PSC (), MSC (䊉), PFC (), MFC (); vertical bar: standard error on mean. 184 G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 complete block design (Littell et al., 1996). There was important plant size variability among experiments. In 2003b the plants were larger, had more leaves and accumulated leaf area much more so than in 2003a and 2002. As the interaction between experiment and treatment was statistically significant for many parameters, the three experiments were analyzed separately. 3. Results 3.1. Light interception During the first month of the experiment, potato exhibited a rapid increase in LAI (Fig. 3) and plant height (Fig. 4) resulting in a dense coverage of the soil surface in all treatments. Potato plants were taller than maize and intercepted 60% of the incident radiation reaching the top of the canopy, to the detriment of maize interception, which was significantly affected in comparison with the NC treatment (P < 0.02). Between 35 and 45 days after planting, the fractional light interception of potato progressively decreased, indicating a change in dominance relationships as maize plants were growing in height. After 45 days, maize was taller than potato (Fig. 4) and intercepted up to 80% of the incident radiation. These light interception patterns were remarkably consistent among experiments (Fig. 5). 3.2. Soil moisture In potato as well as maize treatments, shading due to the addition of the companion crop (SC relative to NC) increased soil water content (Fig. 6). This effect was observed early in the maize SC treatment, when maize was in the shade of potato, and later in the potato SC treatment, when potato was in the shade of maize. No increase of the soil water content was detected in the FC treatment, which may not be surprising as the companion crop was also taking up water in the same box, but could alternatively be due to some interaction (i.e. non-additive effects) between root and shoot competition effects. 3.3. Potato development and yield The response of potato to the different treatments was rather consistent among experiments despite important differences of plant growth between experiments (Table 2). The tuber yield under NC conditions approached high field levels. Compared to NC, FC reduced the tuber yield (significant in 2003a and 2003b) by 4.1–26.8%. This effect, which was also apparent in the dry weight of tubers (significant in 2003a and 2003b), resulted from a reduction of the number of tubers (significant in 2002 and 2003b) and, in 2002, from a shift of tuber size distribution towards smaller sizes. FC did not significantly affect the shoot and root dry weight, the root/shoot allocation, the harvest index (not significant in 2002 and 2003a) and the LAI. Compared to NC, SC increased tuber yield by 2.4–28.5% (significant in 2002). This increase was the consequence of a shift of tuber distribution towards large sizes (best pronounced in 2002) and could not be attributed to a change of TDW. Shoot dry weight may have benefited from SC (from 7 to 23.4%), but this effect was not significant and was not paralleled with LAI differences. The effect of SC on root dry weight was less consistent (−11.9 to +27.4%) and not significant. Neither the root/shoot ratio nor the harvest index was consistently affected by SC. Among experiments however, strong differences were observed in plant growth and in carbon allocation to shoot, roots and tubers. Fig. 4. Progression of plant height. PNC (), MNC (), PSC (), MSC (䊉), PFC (), MFC (); vertical bar: standard error on mean. While 2002 and 2003b results were close to expectations for potato, the 2003b experiment was remarkable with tuber yield and TDW less than one third those of the other experiments. The strong reduction of tuber size in 2003b was inversely proportional to LAI (Fig. 3) and root dry weight. High temperatures (35–40 ◦ C) during the tuber development stage may have contributed to this strong allocation change. G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 185 Table 2 Yield and biomass of potato at harvest (90 days after planting) TFW (g pl−1 ) TDW (g pl−1 ) Number of tubers (pl−1 ) Diameter classes <29 SDW (g pl−1 ) RDW (g pl−1 ) RSR HI (%) Total 29–57 >57 2002 PNC PFC PSC S.E. CV (%) EFC (%) ESC (%) ERC (%) 922.3a 884.8b 1185.3a 33.7 11.7 −4.1 +28.5 −32.6 199.7a 187.0a 182.6a 8.8 16.1 −6.4 −8.6 +0.02 3.3b 4.4a 2.6c 0.06 6.3 – – – 8.1a 6.6ab 4.6b 0.24 12.7 – – – 2.6b 1.1b 6.1a 0.08 8.5 – – – 14.0a 11.7b 13.2a 1.5 38.9 – – – 101.1a 84.2b 108.2a 3.9 14.0 −16.7 7.1 −23.7 1.8ab 1.5b 2.2a 0.001 24.5 −13.1 27.4 −40.6 0.02a 0.02a 0.02a 0.01 6.5 – – – 66a 68a 62b 1.11 8.2 – – – 2003a PNC PFC PSC S.E. CV (%) EFC (%) ESC (%) ERC (%) 720.3ab 680.5c 775.4a 13.7 5.4 −5.52 +10.4 −13.2 150.0a 122.3b 158.5a 3.5 6.8 −18.5 +5.7 −24.1 1.5a 1.5a 1.9a 0.07 11.4 – – – 6.0a 6.4a 6.6a 0.01 4.9 – – – 5.1a 5.1a 6.0b 0.22 11.3 – – – 12.6a 13.3a 14.5a 0.4 9.2 – – – 57.7a 66.4a 59.8a 1.99 9.16 +15.2 +3.7 11.5 1.4a 1.5a 1.5a 0.11 22.3 +10.3 +6.6 +3.7 0.03a 0.03a 0.02b 0.001 13.5 – – – 71a 65a 69a 1.6 11.0 – – – 2003b PNC PFC PSC S.E. CV (%) EFC (%) ESC (%) ERC (%) 356.7ab 261.2c 364.6a 9.0 7.8 −26.8 +2.2 −29 56.0a 40.5b 52.4a 1.2 6.6 −27.7 −6.3 −21.4 6.4a 4.4b 7.6a 0.6 9.7 – – – 4.4b 2.8c 6.3a 0.07 4.5 – – – 1.9a 1.6a 2.3a 0.07 10.5 – – – 12.6b 9.0c 16.0a 0.4 9.8 – – – 251.2a 215.3a 309.8a 10.6 11.6 −14.3 +23.4 −37.6 8.9a 6.5a 7.8a 0.17 6.1 −26.6 −11.9 −14.6 0.04a 0.03a 0.03a 0.002 13.1 – – – 18a 14b 15b 0.24 7.4 – – – TFW: tuber fresh weight; TDW: tuber dry weight; RDW: final root dry weight; SDW: final shoot dry weight; RSR: root shoot ratio; HI: harvest index; PNC: no interspecific competition; PFC: full interspecific competition; PSC: shoot interspecific competition. Exx: effect of full, shoot or root competition. Within a given experiment, numbers followed by the same letter (in a column) are not significantly different (P < 0.05). Table 3 Yield and biomass of maize at harvest (90 days after planting) SDW (g pl−1 ) RDW (g pl−1 ) RSR (g pl−1 ) Yield W100 HI (%) 2002 MNC MFC MSC S.E. CV (%) EFC (%) ESC (%) ERC (%) 66.0a 35.2c 53.5b 0.78 7.4 −46.6 −18.8 −27.8 4.3a 2.8c 3.7b 0.11 15.2 −35.3 −12.1 −21.2 0.06b 0.08a 0.07b 0.003 24 – – – 45.4a 12.4c 33.2b 0.9 14.5 −72.7 −26.9 −45.8 18.4a 10.5c 14.2b 0.25 8.6 −42.9 −22.8 −20.1 64.6a 32.6b 58.0a 1.3 12.1 – – – 2003a MNC MFC MSC S.E. CV (%) EFC (%) ESC (%) ERC (%) 47.7a 3.9c 17.2b 1.01 4.4 −91.8 −64 −27.8 3.7c 0.07c 0.27b 0.06 4.5 −98.2 −92.6 −5.6 0.09a 0.07b 0.10a 0.007 7.6 – – – 35.6 – – – – – – – 15.2 – – – – – – – 69.2 – – – – – – – 2003b MNC MFC MSC S.E. CV (%) EFC (%) ESC (%) ERC (%) 167.1a 121.6b 186.7a 6.0 18.6 −27.3 +11.7 −39 12.8a 7.1b 15.9a 0.8 29.5 −44.7 +23.8 −68.5 0.079a 0.061a 0.087a 0.006 38.4 – – – 105.4a 51.7c 87.6b 3.1 18.5 −51 −17 −34 19.8a 13.0c 16.4b 0.85 14.7 −34.6 −17.5 −17.2 60.3a 38.7b 43.1b 2.13 22.0 – – – RDW: final root dry weight; SDW: final shoot dry weight; HI: harvest index; W100: weight of 100 grains; MNc: no interspecific competition; MFc: full interspecific competition; MSc: shoot interspecific competition; E: effect of full, shoot or root competition. Within a given experiment, numbers followed by the same letter (in a column) are not significantly different (P < 0.05). 186 G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 Fig. 5. Progression of the fraction of light interception. PNC (), MNC (), PSC (), MSC (䊉), PFC (), MFC (); vertical bar: standard error on mean. 3.4. Maize development and yield The effects of interspecific competition on maize (Table 3) were more pronounced than those on potato. It is clear from the NC data that maize growth was not optimal, which is to be linked with the relatively low PAR, especially in 2002 and 2003a. Compared to NC, FC reduced significantly the shoot dry weight (−27 to −91%), root dry weight (−35 to −98%), yield (−51 to −100%) and weight of 100 grains (−34 to −100%) in the three experiments. This treatment also reduced significantly LAI and plant height, which was most noticeable in 2003a. The root/shoot ratio under FC was increased in 2002 and decreased in 2003a, while the harvest index was significantly reduced in 2002 and 2003b and there was no yield at all in 2003a. Relative to NC, SC also depressed plant biomass and yield but in significantly smaller proportions than FC. The effect of SC was significant for SDW and RDW in 2002 and 2003a and for yield and W100 in the three experiments. Neither LAI nor plant height seemed to be consistently affected by shoot competition. These slight effects on plant growth occurred without change in root/shoot allocation. As for potato, strong differences were observed between the three experiments. In 2003a, limiting irradiance at the top of the canopy negatively affected biomass production in all treatments while low early temperature (10–14 ◦ C) caused a delay in maize emergence of about 10 days (data not shown). While the combina- tion of these effects depressed maize growth and yield in the NC treatment, ears were empty or contained no marketable grains in the SC and FC treatments which exacerbated the shortage of light. Maize plants in these conditions may have been unable to achieve the minimum rate of root expansion required to allow a satisfactory level of nutrient uptake, especially for low-mobility nutrients such as phosphorus for which deficiency symptoms were noticeable. Such dramatic effects did not occur in 2002, where maize experienced less extreme light conditions, and was less dependent on root system expansion given a point addition of fertilizers (Table 1) which supplied readily available amounts of nutrients to the standing root system. This interpretation stresses the importance of shoot/root interdependency, both above- and below-ground structures acting as a sink for major resources captured by the other. 3.5. Nutrient concentration in the maize shoot The average nutrient concentration in the maize shoot at harvest is outlined in Table 4 for some of the elements which exhibited the largest differences among years and treatments. Compared to NC, the FC treatment consistently reduced the content of all reported elements (significant in most cases). The effect of SC appeared to be intermediate between NC and FC. The nutrient content was globally higher in 2003b than in 2003a for most elements. This coincided with a larger root development in 2003b compared to 2003a (about Fig. 6. Progression of soil moisture (cm3 cm−3 ) (×10−3 ) at 20 cm depth in experiments 2003a and 2003b. PNC (), MNC (), PSC (), MSC (䊉), PFC (), MFC (); vertical bar: standard error on mean. Because there is no difference between soil moisture at different soil depth (20, 40 and 60 cm) only the soil moisture at 20 cm depth is presented in this figure. G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 Table 4 Mean nutrient concentrations in the maize shoot (mg kg−1 ) 4.2. Consequences of light interception patterns in intercropping (shoot competition) P K Mg Ca 2003a MNC MFC MSC S.E. 4150a 2798b 2798b 42.02 23,620ab 21,596b 26,137a 115.1 1650.1a 1086c 1341b 105.4 3523a 2134c 2963b 42.8 87ab 82b 96a 4.1 2003b MNC MFC MSC S.E. 3759a 2641c 2753b 25.6 2061b 2097b 2372a 55.6 9506a 6530b 9503a 65.4 159ab 146b 170a 13.1 23,274b 20,660c 25,616a 122.8 187 Fe MNC: no interspecific competition; MFC: full interspecific competition; MSC: shoot interspecific competition. Within a given experiment, numbers followed by the same letter (in a column) are not significantly different (P < 0.05). three times in terms of dry biomass) and a significant increase of lateral root length and density (data not shown), which resulted in a more than three times increase in root length and root surface. This largely compensated for the reduced root:shoot ratio and contributed to an improvement of soil exploration and possibly of mineral uptake. 4. Discussion The growth of potato and maize in sole crop and in different intercropping configurations has been recorded from planting until harvest in order to investigate the relative importance of shoot and root competition between the two crops and its evolution during the crop cycle. Despite the relatively small size of the experiments and the large variation observed between experiments, the study revealed consistent patterns of light interception by the two species with a characteristic inversion of dominance relationships near 45 days after planting. The addition of a companion crop resulted in opposite responses of maize grain yield and potato tuber yield which were, respectively, decreased and increased under shoot interspecific competition. The study also reveals consistently that the competition for soil resources is likely to play a significant role in potato/maize intercropping. One of the motivations of intercropping resides in the exploitation of the complementarity in the patterns of resource capture by the mixed crops (Rodrigo et al., 2001). In terms of solar energy capture, the potato/maize association relies on much more subtle relationships than a simple complementarity. On the one side, the maize plant is clearly affected by low irradiance (Fournier, 2000; Reed and Singletary, 1989; Schoper et al., 1982; Setter et al., 2001) and, therefore, by the presence of a companion crop competing for light (Kropff et al., 1992; Braconnier, 1998; Cavero et al., 1999; Liedgens et al., 2004). As shown here in the case of early competition with potato, maize is not able to recover completely from the limited period of shade experienced at young stages, and this has irreversible consequences on yield. In addition, this phenomenon is not limited to early stage of the crop cycle (Setter et al., 2001). In a number of mixtures, maize is thus struggling more for light and suffering irreversibly from light competition than it is sharing light with the companion crop. The potato plant, however, may also be affected by low irradiance. In a study by O’Brien et al. (1998) artificially shading the potato crop before or after the period of tuber initiation did not affect the number of tubers, unless the incident radiation was reduced by more than 37%. Under continuous shade, TDW was ultimately reduced by as much as 40% (Sale, 1976). Intercropping conditions may additionally affect temperature within the canopy and induce a beneficial microclimate for potato growth, especially when the ambient temperature in the potato sole crop would be higher than 30 ◦ C (Midmore et al., 1988). Here, the presence of maize above the potato canopy affected soil temperature (data not shown) and moisture and was beneficial for tuber fresh weight. In comparison with the artificial shade data, these latter experiments suggest that the indirect effects induced by maize during the period where it dominates the canopy can at least compensate for the harmful effect of low irradiance on potato. The potato/maize association is therefore a clear example of asymmetric relationships, where the ultimate outcome of light interception patterns would depend on a subtle balance between what can be afforded at the maize level (which strongly depends on the relative development of the two crops) and the indirect benefit which can be expected at the potato level. 4.1. Evolution of light interception patterns during the crop cycle 4.3. Root competition patterns in intercropping Light interception in interspecific and monospecific stands is probably the most illustrated aspect of competitive relationships between neighbouring plants. In a number of crop combinations, as in the case of potato/maize (present study), shrub/grass (Tournebize and Sinoquet, 1995), sorghum/cowpea (Gilbert et al., 2003), wheat/maize or wheat/soybean (Li et al., 2001), leek/celery (Baumann et al., 2001), leaf area distribution in the canopy has determinant effects on light interception. A characteristic of the potato/maize association is the rather abrupt change which occurs when new maize leaves arise above the dense potato canopy. While the young maize plant seems to be able to tolerate an episode of low incident radiation when it is in the shade of potato (e.g. 2003b), a slight delay of maize emergence due to unpredictable transient conditions can have dramatic effect on the final yield (e.g. 2003a). The range of optimal sowing periods is also likely to be dependent on the environmental conditions and agricultural practices which may influence the duration of the periods during which one partner is in the shade of the other and the strength of the shade (Hall et al., 1992; Rajcan and Swanton, 2001). In this sense, the association’s yield might be more vulnerable than that of the sole crops. Potato and maize display very contrasting root system architectures both in time and space. Potato may produce 90% of its nodal roots by the fourth leaf stage thanks to the abundant carbon resources in the planted tuber (Iwana et al., 1979; Iwana, 1998) while the emergence of nodal roots in maize is progressive and usually synchronous with that of leaves (Demotes-Mainard and Pellerin, 1992; Girardin, 2000; Pellerin, 1991). In addition, the roots of potato are produced at varied angles (from horizontal to vertical) and are preferentially present in the top 30–60 cm of the soil (data not shown) while those of maize display clear gravitropic responses which allow them to reach lower layers. Based on these data, it is generally assumed that soil exploration by the two species is complementary and that the root system contribution to competition between maize and potato should be limited. This study did not isolate the effects of root competition and may not be relevant to validate this assumption. However, it provides convincing evidence that the combination of root and shoot competition (compared to shoot competition alone) further reduces the yield of maize and obviates the beneficial effect of shade on potato. Soil water content data suggest that the effect on potato might be 188 G.N. Mushagalusa et al. / Environmental and Experimental Botany 64 (2008) 180–188 due to the larger water uptake by the two species mixture, which would suppress the beneficial cooling effect of the shade cast by maize, as a dry soil would be more prone to warming than a moist soil. The case of maize is probably different because the detrimental effect of the early shade cast by potato also affects the growth of the maize root system and the capacity to rapidly colonize the soil. The latter effect would be especially important since potato establishes most of it root system very quickly. The importance of fast exploration rate in the competition for soil resources has been reviewed by Robinson (1996). When maize emerges above the potato leaves, the maize plant has therefore an underdeveloped root system which is likely to hamper its competitive ability to acquire soil resources, which would contribute to the lower maize performance in FC compared to SC. The interdependency between root and shoot was further illustrated by the fact that fertilizer supply on maize in the SC treatment in 2002 was able to promote maize growth, even though a sufficient amount of nutrient was present in the soil volume. Most likely, root growth had been reduced by the competition for light and was unable to counterbalance the progressive depletion of low mobility nutrients such as phosphorus in the vicinity of the standing root system. Although the strict consequence of root competition cannot be revealed by this set of experiments, it appears that competition effects on maize are primarily related to light availability in the mixed canopy, but that they restrict root development and increase the vulnerability of maize in front of the advanced development of the potato root system. 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