Energy Drain by Three Pecan Aphid Species (Homoptera: Aphididae) and Their Influence on In-shell Pecan Production B. W. WOOD, W. L. TEDDERS, ANDJ. D. DUTCHER Southeastern Fruit and Tree Nut Research Laboratory, Agricultural Research Service, U.S. Department of Agriculture, Byron, Georgia 31008 Environ. Entomol. 16(5): 1045-1056 (1987) ABSTRACT An estimate of the energy requirements of the three speciesof aphids, Monellia caryella (Fitch), Monelliopsis pecanis Bissell, and Melanocallis caryaefoliae (Davis), that feed on pecan, Carya illinoensis (Wangenh.) K. Koch, indicated that during a lifetime, an individual of M. caryella consumes 8.4-fold more energy (301 J) than that of M. pecanis (36.1 J) and ca. 7-fold that of M. caryaefoliae (44.8 J). When expressed as an average-age individual typical of a season-long field population, M. caryella extracts ca. 8-fold more energy than M. pecanis or M. caryaefoliae. Most energy consumed by all three species was excreted as honeydew. Growth efficiency was low for all three species, but was highest for M. caryaefoliae (25%), followed by M. pecanis (19%) and M. caryella (5%). Regression models were derived to estimate the cumulative level of energy consumed by aphids of various ages for growth, respiration, excretion, and total energy removal. Determination of the season-long standing-aphid population (and aphid-days) in two different aphid management programs within a 70-yr-old 'Stuart' pecan orchard and influence of these populations on nut yield indicated that all three species are highly detrimental to nut production; extraction of 1 x 10" J, via feeding by M. pecanis or M. caryella, reduced in-shell nut production by 58.7 g per 70-yr-old 'Stuart' tree. A season-long standing population of one individual of M. pecanis per leaf of such trees reduced in-shell nut yield by 2.41 kg; 18.13 kg was lost because of the same level of M. caryella. KEY WORDS Monellia caryella, Monelliopsis illinoensis, energy drain, pecan production pecanis, Melanocallis caryaefoliae, Carya INCONSISTENTFRUIT production, commonly referred to as alternate bearing, is associated with changes in reserve energy levels within the tree (Sitton 1931, Sparks & Brack 1972, Worley 1979a, b, Wood & Tedders 1982) and is exhibited by essentially all commercially important pecan cultivars. aphids and the quantification of their influence on nut productivity of pecan trees. Such information would give an estimate of the economic impact of aphids on pecan trees and provide a basis for establishing economic injury levels. This investigation reports estimates of the energy budgets of in- Thus, factors reducing energy reserves contribute digenous pecan aphid species, per-annum energy to alternate bearing or induce a decline in tree productivity (Sparks 1979). The blackmargined aphid, Monellia caryella (Fitch); the yellow pecan aphid, Monelliopsis pecanis Bissell; and the black pecan aphid, Melanocallis caryaefoliae (Davis), which feed from the foliar vascular system of pecans (Tedders 1978, Wood et al. 1985), can influence energy reserves by reducing leaf net photosynthesis (Wood et al. 1985), depleting carbohydrate reserves in stem tissue (Wood & Tedders 1982), and by reducing leaf chlorophyll and leaf area (Tedders et al. 1981, Wood & Tedders 1982, Tedders & Wood 1985). Aphid populations have also been observed to reduce pecan nut yield (Stone & Watterson 1981, Dutcher et al. 1984, Tedders & Wood 1985), presumably because of the depletion of tree energy reserves by feeding and their influence on tree growth and physiology. In spite of this information, there is a dearth of knowledge relating to the amount of energy extracted by pecan loss of trees due to aphid populations, influence of high populations on nut production, and the estimated effects of aphids on pecan tree productivity. Materials and Methods Energy Consumption by Individual Aphids. Energy consumption by an aphid feeding on foliage can be represented by a modification of the generalized equation described by Petrusewicz as reported by Llewellyn (1972), such that: E, = G, + R, + F, + V, (1) Energy consumed by an individual aphid (E,) is equal to the summation of energy associated with aphid growth per developmental stage (G,) (G, = body growth [G,o] + reproductive growth [G,,] + exuviae production [G'e)), respiration (R,), and fecal (F,) and nitrogenous excretory products (V.). G" (also R,) of embryonic aphids is included in the 1046 Table ENVIRONMENT 1. Developmental Species M. pecanis M. caryella M. caryaefoliae and reproductive Developmental stage 1st instar 2nd instar 3rd instar 4th instar Adult 1st instar 2nd instar 3rd instar 4th instar Adult 1st instar 2nd instar 3rd instar 4th instar Adult parameters i ageh (d) Vol. 16, no. 5 AL ENTOMOLOGY for pecan aphids" Duration of life stagee (d) 1.0 3.0 4.5 6.0 13.9 1.0 2.5 4.0 5.5 20.2 1.0 3.0 4.5 6.5 13.8 2.0 2.0 1.0 2.2 13.4 1.8 1.2 1.8 1.5 28.2 2.0 2.0 1.2 2.8 11.7 Composition of field aphid populationsd (%) 52.6 31.7 8.1 4.5 2.7 23.6 19.7 27.5 18.7 10.2 32.3 31.2 18.6 11.7 5.9 i age of field population (d) 3.8 2.5 3.7 Energy content (J/mg dry wt)' 22.4 22.4 22.4 18.1 18.7 21.6 21.6 21.6 20.6 21.6 18.0 17.2 17.3 19.0 18.7 LSD = 0.8 " Data taken from Tedders (1978). b Mean age of aphids from field environment composing each developmental stage. e Mean number of progeny produced per adult aphid per day. d Mean makeup of field aphid populations at anyone time as determined over a 2-yr period. e Based on ca. 100 aphids per measurement. growth estimates of the adults. This was necessary because it was not practical to separate adults with and without embryos or to remove embryos for measurements. It is also impossible to distinguish between F, and V, of pecan aphids, because both are eliminated as honeydew by each of the three pecan aphid species. They are therefore considered in toto (F, + VJ Estimate of Aphid Growth (G,). Dry weight of individual aphids of the various instars feeding on pecan trees in the orchard environment was determined by weighing 100+ individuals from each developmental stage of each species. The average age of aphids within each of the five stages was estimated from previously published data by Tedders (1978) in which aphids were measured from the field environment. Regression of dry weight on estimated aphid age resulted in equations with a high level of significance (P ::5 0.01) for each of the three aphid species. The equations for these lines were then used to predict the dry-weight growth characteristics of individuals of any age for each species. Energy content of aphids was determined by the combustion of freeze-dried aphids (100 aphids per datum) in a microbomb calorimeter (Phillipson 1964). The total dry-weight increase of the respective aphid population, as described above, was then multiplied by the appropriate energy (joules) value obtained for each species. The exuviae from the four molts of developing aphids were not included in the estimate of aphid energy content. Energy content of exuviae is probably similar to that of the lime aphid, Eucallipterus titiae L., as reported by Llewellyn (1972, 1975) and would, thus, probably be of relatively little consequence in regard to the total amount of energy removed from the tree. The energy directly consumed by G, was then determined using the above derived regression equations and aphid energy content. G, (expressed as joules per aphid per day per life stage) was then determined for each developmental stage of each species by first multiplying y (aphid dry weight) by the appropriate energy content of each aphid stage (i.e., joules per milligram of aphid dry weight [see Table 1]). This value (joules per aphid per developmental stage) was adjusted, to give joules per aphid per day for each developmental stage, by subtracting the energy content of the previous life stage and then dividing by the duration of the life stage of concern (see Table 1). Respiration (R,). Energy utilized in aphid respiration was estimated by measuring CO2 evolution and conversion to energy equivalents. Groups of 100 field-collected aphids for each developmental stage and for each species were placed in a chamber (333 cm3) of a portable photosynthetic system (LICOR 6000). Aphid respiration was measured at 23°C. Energy equivalents were determined by measuring the rate of CO2 evolution and converting to metabolic energy loss based on a respiratory quotient (R.Q.) of 1.00. Pecan aphids feed by sucking phloem sap containing carbohydrates and nitrogenous compounds; thus, their diet seems to consist largely of carbohydrates, and an R.Q. of ca. 1.00 would be expected (Llewellyn 1972). The energy consumed by R, was determined using the above derived regression equations. R, (expressed as joules per aphid per day per life stage) was then determined for each developmental stage of each species by multiplying y by the appropriate October 1987 WOOD 1047 ET AL.: ENERGY DRAIN BY PECAN APHIDS dry weight (in micrograms [derived from Fig. 1 and Table 1]) of that life stage. Defecation (F) and Excretion (U). Pecan aphids excrete surplus nutrients as honeydew composed primarily of sugars with a small amount of organic nitrogen (Tedders et al. 1981). Because defecation and excretion occur together as honeydew exudate, honeydew was taken to represent F, + V;. Honeydew sugars on pecan are almost entirely monoand polysaccharides (Tedders et al. 1981); thus, energy content was estimated by adapting previous research findings by Tedders & Wood (1987) in which the amount of energy in honeydew produced in a 24-h period in the field environment by each aphid developmental stage was determined for each species. Individual aphids were caged on leaves in the field, and their honeydew was collected on a nylon-mesh cloth within the cage. Honeydew was washed from the cloth with hot 70% ethanol, dried in vacuo and treated with invertase to convert nonreducing sugars to their reducing moieties. These moieties were measured colorimetrically using Nelson's modification of Somogy's method (Hodge & Hofreiter 1962). Moiety levels were converted to molar glucose equivalents, with the associated energy content being calculated by converting moles of glucose to joules. Energy content of the honeydew was then regressed against aphid age (determined by substituting the average chronological age of each developmental stage as described above) and the results utilized to predict the amount of energy contained in the honeydew of individuals of various ages of each species. The energy removed in the form of honeydew (F, + V,) was then determined using the appropriate regression equation derived from the above determination. Two equations were developed for each species because the energy content of the honeydew increased in the earlier stages of development and then decreased. The appropriate equation was used for the determination of F, + U,. Joules per life stage (E,) was then determined by the summation of daily C" R" and U, + F, and multiplication of this value by the number of days within each life stage. Joules per aphid life span was then determined by the summation of the above life-stage components. The regression equations for C" R" and F, + V, were then used to calculate cumulative E, for aphids of any age throughout the aphid's lifetime. These points were then fitted by regression equations using SAS GLMP (SAS Institute 1985) and plotted, thus providing a means of determining the cumulative amount of energy removed by an individual aphid at any point in its lifetime. Energy Consumption by Field Aphid Populations. The amount of energy consumed by a field population of aphids feeding on trees in the commercial orchard environment was also estimated using the generalized equation reported by Llewellyn (1972), and is stated as follows: Ep = Cp + Rp + Fp + Vp (2) Energy consumed by an aphid population (Ep) is equal to the summation of energy associated with the biomass growth of the population (Cp) (where Cp = population body growth [Cpb] + population reproductive growth [Cpr] + population exuvia production [Gpe]), population respiration (Rp), and population fecal (Fp) and population nitrogenous excretory products (Vp). As in the previously described procedure for E" Cp and Rp of embryonic aphids is only partially included in the growth estimates. Fp and Vp are considered in toto as honeydew. Estimates of Ep in this paper carry a small inaccuracy in that the standing-aphid population was based on population counts made at 7-d intervals (rather than daily), with these levels assumed to remain constant until the next count. This method, of course, assumes that immigration and birth are offset by emigration and death. Influence of Field Aphid Populations on Tree Energy Drain and Nut Production. The influence of aphids on energy drain was determined under orchard conditions using a randomized completeblock design consisting of two aphid treatments and three replicates of 4.7 ha (140 trees) of 70-yr-old 'Stuart' pecan trees per replicate. Treatments were a full-season insecticide spray program in which trees were sprayed as needed using a spray threshold of 20 aphids per compound leaf; and a lateseason aphicide spray program in which trees were not sprayed for the spring aphid populations but were sprayed from mid-July to frost on the same dates as the full-season treatment. Trees of both treatments received the same fungicide (using triphenyltin hydroxide) spray program used for pecan scab control. Fertilization was based on leaf and soil analyses according to Georgia Cooperative Extension Service guidelines. Based on leaf analysis, both treatments were maintained at horticulturally equal levels of nutrient element nutrition. Pretreatment soil and leaf analyses indicated that macro- and micronutrients were similar in all plots and were within the recommended range. All treatments received at least 2.54 cm of water each week, either from rainfall or sprinkle irrigation. In-shell nut yields were determined by harvesting all 70 trees per experimental unit. An estimation of Ep by the season-long field populations was determined by measuring aphid species composition and population density throughout the growing season via weekly aphid counts from five randomly selected terminal shoots (7-11 compound leaves per shoot) located along the outer canopy (8 m high) of a randomly selected tree of typical size and shape from each replication of the two aphicide management treatments. Because pecan aphids are reported to be uniformly distributed relative to tree height or quadrant (Edelson & Estes 1983) and distributions are similar between trees of the same cultivar (personal ob- 1048 ENVIRONMENTAL Vol. 16, no. 5 ENTOMOLOGY 10 300 0.59 I I r lC Y-7.'S. :E c. «l c. 200 0> 3 0 ~ ,., -0 100 :E c. 0« f '" ..,~ ~ .• f / a 2 /" 8 7 ":; 6 0 g 8 M. pecenis 10 6 e 10 12 .4 16 18 20 Fig. 2. Energy consumption by respiration of M. pecanis, M. caryaefoliae, and M. caryella as related to aphid age. Regressions are significant (P < 0.05). Standard error of the estimate for M. caryaefoliae, M. pecanis, and M. caryella is ±0.0l, ±0.02, and ±O.03, respectively. M. caryella ----- 4 Aphid age (days) M. cBryaefollae • .•••...........• 6 • 5 j .,/ 4 --_ 9 0 ... ;::<~ / . ••••••••• 0 I • -- i I M. co'yaelolla M. pecanls " :c0. :; « • /. /' >- .~ i; / / ,.~::.".. ! 0> '(jj o c: .~ f .c:; ." .• 0.50 .•. I I b I I I I I I I ." Q; Y"5.7Be >. ~ ~ 12 14 19 20 Aphid age (days) Fig. 1. Dry weight of M. caryaefoliae, M. pecanis, and M. caryella in relation to age. The relationship between aphid dry weight (y) is expressed as a power model of aphid age (x). Standard error of the estimate for M. caryaefoliae, M. pecanis, and M. caryella is ±l.lO, ±O.62, and ±O.44, respectively. servations), these counts were, therefore, taken to be representative of the season-long field aphid population. The average age (or corresponding developmental stage) of the field aphid population, at each of the weekly sampling dates throughout the growing season, was then determined from previously published data (see Table 1, information from Tedders [1978]). To estimate energy loss of a whole tree, a single 70-yr-old tree was measured for foliage characteristics. In early July, the total leaf area and number of leaves on one tree, judged representative of the trees in the aphid treatments, was measured by stripping the tree of leaves. These leaves were then counted and areas measured with a leaf area meter (LI-COR), The assimilation of the above-mentioned information regarding E, for aphids of any age or species, season-long population level, age and species makeup of the population, and the number of aphids per tree facilitates the estimation of the amount of Ep a standing population of aphids can remove from a pecan tree. The mean numbers of aphids per species per compound leaf per growing season (standing aphids) were determined from the weekly aphid counts and are presented in Table 4 (derived from Table 3). The age composition of these standing-aphid populations was estimated from previous data reflecting a 2-yr average of field populations of all three species (Table 1). This information provides a species-specific breakdown of the average number of aphids inhabiting a com- pound leaf throughout the growing season plus the life stage or the composition of this population. Ep was then estimated by determining the amount of energy consumed by each standing aphid per life stage per species using the regression equations for cumulative energy consumption in Fig. 4-6. These values were then added to the energy consumed by each average standing aphid (representing the different ages) during each I-d period of the 217-d growing season. For M. pecanis from the full-season aphid control treatment in 1982, the standing population was 1.88 aphids per compound leaf or 0.99,0.60,0.15,0.08, and 0.05 aphids per first instar to adult life stages, respectively; these aphids averaged 1, 3, 4.5, 6, and 13.9 d old per respective life stage. The age values were then utilized in the regression equations in Fig. 4-6 to determine the energy consumed to reach that particular age. These standing aphids represent a statistical average, so the energy consumed by aphids of the respective standing-aphid life-stage (or age) category was determined by utilizing the equations of Fig. 4-6 to estimate the total amount of energy consumed between ±0.5 d of the mean ages of individuals from each of the respective life stages (0.5-1.5 and 2.53.5 d, for the first and second instars, respectively). The sum of these two consumption values was then multiplied by 217 to obtain the energy consumed per compound leaf per growing season per aphid population. This then estimated season-long Ep per compound leaf; season-long Ep per 70-yr-old tree was estimated by multiplying by the number of compound leaves (l20,474 leaves per 70-yr-old tree) per tree, giving an estimation of the joules removed by the season-long standing-aphid population (Table 4). This value was determined annually for each of the two aphid treatments over a 3-yr period (Table 4). Estimation of the In8uence of Aphids on Inshell Nut Yield. The impact of aphid feeding on in-shell nut yield was estimated by dividing the October 1987 WOOD ET AL.: ENERGY DRAIN BY PECAN APHIDS 1049 Table 2. Energy removed" by the various developmental stages of the three pecan aphid species Speciesand developmental stage J per aphid/d J/life stag.!> J/life span Ratio 0.91 1.49 2.35 2.86 1.69 1.82 2.98 2.35 6.29 22.65 36.09 1.0 0.65 0.93 1.13 1.20 0.62 0.84 1.42 1.87 3.47 2.42 1.68 2.84 2.24 9.72 28.31 44.79 1.2 9.58 38.26 52.97 12.15 6.64 9.83 38.78 54.00 14.98 8.38 17.69 46.53 97.20 41.94 98.05 301.41 8.4 Growth Respiration Excretion Total 0.08 0.14 0.52 0.32 0 0.07 0.18 0.37 0.77 1.39 0.76 1.16 1.47 1.77 0.30 0.11 0.30 0.35 1.26 0 0.08 0.19 0.39 1.01 1.80 0.13 0.26 0.43 1.45 0 0.12 0.26 0.60 1.38 1.74 M. pecanis 1st instar 2nd instar 3rd instar 4th instar Adult M. caryaefo/iae 1st instar 2nd instar 3rd instar 4th instar Adult M. caryella 1st instar 2nd instar 3rd instar 4th instar Adult " Derived from actual measured values from aphids of each of the five developmental stages of each species. /.Energy removed by an individual aphid during its total amount of time in each developmental stage. Tbis value is the product of total joules per aphid per day (column 4, Table 3) and the number of days (column 2, Table 1) the aphid was in the respective developmental stage. difference in in-shell yield between the two aphid treatments by the difference in energy removed by the season-long standing-aphid populations of the two treatments (Tables 4 and 5). Therefore, the removal of an estimated 334 MJ from 70-yrold 'Stuart' trees was associated with the loss of 19.6 kg of in-shell nuts per tree, or 58.7 g per megajoule (Table 5). Because M. caryaefoliae was essentially absent from the aphid populations during all 3 yr of the study (Tables 3 and 4), this yield loss was associated with feeding by the "yellow" aphid complex (M. pecanis and M. caryella). The influence of the two "yellow" aphid species on nut production was then estimated by multi- plying megajoules consumed in the growing season by a population of one standing aphid (for each of the two species) on each compound leaf of the tree (Table 4) by the in-shell nut loss associated with the removal of a megajoule of energy (58.7 g per megajoule [Table 5]) by the feeding aphids. Results Growth Estimates (G,). The dry-weight increase of all three aphid species was rapid as they passed through the first four developmental stages of their life span. Maximum weight was reached at the early adult stage (after ca. 6-8 d, depending upon species) (Fig. 1). Growth was curvilinear, with the relationship of dry weight (y) to age (x) during the first half of the aphid's life span described by exponential-type regression models (M. caryaefoliae: y = 5.78e05Ox, r2 = 0.87, P < 0.05; M. caryella: y = 7.15eo59" r2 = 0.97, P < 0.05; M. pecanis: y = r2 = 0.96, P < 0.05). Energy content for each instar is given in Table 1. Respiration Estimates (E). Aphid respiration consumed from 6.3 x 10-3 to 9.6 X 10-3 J I J.Lgof aphid dry weight per day, depending on species and age (Fig. 2). The relationship of respiration (y = 10-3 JIJ.Lg dry wt per day) to aphid age (x = mean age in days within each developmental stage) was curvilinear, with respiratory energy consumption per microgram of aphid declining with aphid age (joules per aphid for M. caryaefoliae, M. caryella, and M. pecanis was y = 8.20x-°'1O [r2 = 0.93], y = 9.54x-OI4 [r2 = 0.90], and y = 9.75x-009 [r2 = 0.89], respectively). Respiration by M. pecanis had a tendency to be higher than that of either M. 4.37e051" caryella or M. caryaefoliae. Excretion Estimates (F; + UJ. The energy associated with aphid honeydew exudate was much greater for M. caryella than for M. pecanis or M. caryaefoliae (Fig. 3). Levels of energy excreted in the form of honeydew (y) increased with aphid age (x) up to 4 d for M. caryella (y = 9,587 + 31,307 In x, r2 = 0.91) and to 6 d for M. pecanis (y = 201x + 561, r2 = 0.99) and M. caryaefoliae (y = 138x + 511, r2 = 0.96). After these ages, energy levels in honeydew decreased. These relationships were best described by a curvilinear logarithmic regression model for M. caryella and linear regression models for the other two species. All regressions were significant (P < 0.05). Daily Energy Expenditure (E,). The daily E; of aphids representative of the various developmental stages of each species, as determined from the above-mentioned regression equations, is given in 1050 ENVIRONMENTAL Vol. 16, no. 5 ENTOMOLOGY M. caryella •••. pecanls 200 Life stage 190 150 / / / / 100 / 150 / Y=12. / 2 .•. 0 19X3 13 1 X •. 305X / / / 50 / r2o; .99 / / / •... '"'as - "C CIl Gl / 110 :; M. <sryelle E- - "C Ql o C ... Ql Ql ~ U Ql •.. .. // 30 Ql --., 1100 >- 900 Ql ,2 •. 87 / / ,2= .99 / Tolal--- Respiration c:: )( 20 Growth ,- -.-.-.- I .••...•.•......••. ,/ Q) > c: Excrement iii c: y o u ... / /1 E 1300 V=10.832X+.l03X2-.003X3 / > E Ol 70 o Gl '0 ///\ / N I - / / / / 0 1500 .8673+31307 ,2 •• S1 U V=-.008 X+.100X2- Ql c: ,/ ,-I ,,,- ~ E ~ Inlf I _ .00 1X3 , W M. caryaefollae 200 10 ,2= .99 ~ //,/ ,,- ..".·.•.:·<·· ·..·.. 150 •.•••••;,:./. 100 Y=.400X+.07 -:.:..:::..~.;.:.;.,,' f· · · · . 1X2 -.005X3 ,2= .99 o o 50 4 6 Aphid ,2 •. 80 ,2 •. eo o o 2 4 6 8 10 12 14 16 Aphid age (days) Fig. 3. Energy content of honeydew excreted per day by individual M. pecanis, M. caryaefoliae, and M. caryella aphids as related to aphid age. The relationship between the energy content of excreted honeydew (y) is expressed as linear or log models of aphid age (x). Standard error of the estimate for the early phase curve for M. caryaefoliae, M. pecanis, and M. caryella is ±1.6, ±1.4, and ±35, respectively; that of the late phase curve is ±0.07, ±1.5, and ±33, respectively. Table 3. In all three species, the greatest amount of energy consumed in the first four life stages was in the honeydew (34-97% of the total), followed by growth (1-36%), and then respiration (1-28%). E for adults of M. pecanis and M. caryaefoliae was primarily due to respiration, whereas for M. j 2 8 age 10 12 14 (days) Fig. 4. Estimated cumulative energy consumption by M. caryella at various ages and developmental stages. Curves are for energy utilized in growth, respiration, and excretion, and the summation of these factors (total). Regression equations are significant (P < 0.05) using SAS GLMP (SAS Institute 1985, 433-507). caryella it was due to excretion. Thus, pecan aphids assimilate relatively little of the energy they ingest. Energy use increased with instar, but declined at the adult stage. Growth efficiency (joules utilized in growth divided by those consumed until adulthood) of the aphids was 19% for M. pecanis, 25% for M. caryaefoliae, and 5% for M. caryella. When energy removal from the host tree is expressed by reflecting the number of days within each developmental stage, individuals of M. caryella remove far more energy than individuals of the other species. Individuals of M. caryella extracted 301 J per aphid per lifetime or ca. 6.7- and 8.4-fold more than individuals of M. caryaefoliae and M. pecan- October 1987 WOOD ET AL.: ENERGYDRAIN BYPECAN APHIDS 1051 Table 3. Monthly mean population density or pecan aphids on 70-yr-old 'Stuart' pecan trees receiving rull-season lind late-season aphicide spray programs f Year Month Full 1982 1983 1984 Mar. Apr. May June July Aug. Sept. Oct. Nov. Mar. Apr. May June July Aug. Sept. Oct. Nov. Mar. Apr. May June July Aug. Sept. Oct. Nov. no.of aphidsper compoundleaf M. caryella M. pecanis 0.24 0.52 5.80 4.35 0.05 0.59 0.33 2.39 0.24 0.05 9.24 4.71 0.57 1.93 1.71 0.49 0.14 7.86 4.05 0.23 0.03 1.04 0.67 4.00 ± ± ± ± ± ± ± ± ± 0 ± ± ± ± ± ± ± ± 0 ± ± ± ± ± ± ± 0.05 0.22 4.32 2.81 0.01 0.37 0.29 1.33 0.06 0.02 5.81 1.01 0.09 0.82 0.70 0.15 0.03 7.32 1.56 0.07 0.02 0.63 0.36 2.48 Full Late 0.28 1.03 24.56 21.12 0.05 0.13 ± 0.04 ± 0.58 ± 0.41 ± 15.03 ± 0.01 ± 0.03 om 0.69 ± 0.14 0.14 ± 0.02 0 0.01 24.03 ± 19.22 62.34 ± 18.88 0.49 ± 0.31 0.69 ± 0.27 0.80 ± 0.31 0.47 ± 0.27 0.30 ± 0.10 0 8.27 ± 7.76 5.2 ± 2.23 0.12 ± 0.06 0.04 ± 0.01 0.36 ± 0.21 0.66 ± 0.40 4.38 ± 0.98 0.03 0.17 0.25 3.24 0.05 3.39 0.14 0.08 0.38 0.91 0.13 1.89 2.96 0.44 0.42 ± ± ± ± ± ± ± ± 0 0 0 ± ± ± ± ± ± ± 0 ± ± ± ± om 0.02 0.20 2.82 0.2 2.10 0.01 0.02 0.17 0.22 0.01 0.95 1.73 0.20 0.11 3.03 2.37 0.57 0.12 0.06 0.05 0.06 0.02 6.91 + 3.73 2.18 ± 1.15 9.99 ± 6.21 M. caryaefoliae Late 0 0.01 3.74 ± 2.79 4.24 ± 2.81 0.14 ± 0.05 0.82 ± 0.37 0.18 ± 0.04 0.08 ± 0.03 0 0 0 1.47 ± 1.21 10.97 ± 3.71 0.08 ± 0.05 0.87 ± 0.43 1.93 ± 0.58 0.38 ± 0.17 0.47 ± 0.19 0 3.40 ± 2.67 1.01 ± 0.67 0.03 ± 0.02 0.04 ± 0.02 3.92 ± 1.98 2.96 ± 1.93 15.84 ± 6.55 Full Late 0 0 0 0 0 0 0 0 0 0 0.02 0.13 ± 0.02 0 0 0 0 0.01 0 0 om ± 0 0 0 0 0.14 ± 0.07 0 0 0 0 0 0 0 0 0 0 0 0 0.16 ± 0.03 0.98 ± 0.27 0.10 ± 0.26 0 0 0.01 0 0 0 0.05 ± 0.02 0 0 0 0.07 ± 0.02 0 0 Full-seasontreatmentreceivedaphicidesprayson 29 March,26 April,11 May,2 and 17 June, 16 July, 11 and 26 August,and 13 September,and on 27 April,16 May,2 and 23 June,7, 14, and 21 July, 11 and 22 August,8 September,and 3 Octoberin 1982 and 1983, respectively. Part-seasontreatmentwaslate-seasonaphidcontrolwithsprayson 16 July, 11 and 26 August,and 13 September, and on 14 and 21 July, 10 and 22 August,8 September,and 3 Octoberin 1982 and 1983, respectively. is, respectively. This indicates that, when compared in terms of the level of energy removed per aphid lifetime from a tree by an individual aphid, M. caryella is by far the most detrimental of the three aphid species. Population Energy Consumption (Ep). The cumulative energy removed by an aphid over its life span is given in Fig. 4-6, and the seasonal abundance of aphids is shown in Table 3. This information, combined with a record of nut production from the two aphid treatments, provided a method of estimating the influence of aphids on nut production. The near absence of the highly injurious (Wood & Tedders 1986) M. caryaefoliae during the period of study means that yield loss was due to M. pecan is and M. caryella, thus giving a unique opportunity to estimate the influence of energy removal and "yellow" (refers to either M. pecanis or M. caryella, or both) aphid numbers on tree nut production. To understand the influence of aphids on pecan nut production, it is first necessary to recognize two important points about the nature of nut production. First, it is the level and composition of assimilate reserves accumulated during the previous growing season that largely regulate nut production, and second, because of the high demand for assimilate by a developing crop, nut production is cyclic, with a relatively large nut crop being followed by a light crop, and vice versa; this response is termed alternate bearing (Sparks 1979, Monselise & Goldschmidt 1982). The bearing cycle of trees in the two aphid treatments of this study were synchronous before the establishment of aphid treatments. Therefore, with other variables being constant, any yield differences between the two treatments would be expected to be due to the season-long aphid population. In 1982, the season-long standing-aphid population of 1.61 M. pecanis and 0.82 M. caryella per compound leaf from the full-season aphicide treatment extracted an estimated energy equivalence of 320 x 106 J per tree and 533 x 106 J were removed in the late-season insecticide treatment with a standing population of 5.33 M. pecanis and 1.02 M. caryella (Table 4). In 1983, the standing population removed 330 x 106 and 963 x 106 J per tree from the full-season and late-season treatments, respectively. Such an apparent loss in tree energy reserves, and associated feeding damage, by the standing-aphid population would be expected to reduce tree nut productivity. The standing-aphid population of the 1982 treatments did not differentially influence 1982 nut production. 1052 ENVIRONMEJ\TAL Vol. 16, no. 5 ENTOMOLOGY M. caryaefoliae M. pecanis 50 Life Life 50 stage stage adull r2~.99 Tolal--- 40 ----- •..• 16X 3 III Ql 30 :; 2: '0 Ql 30 "C Ql > o E > o E ~ •.. Ql >- >Cl Qj ~ Cl Ql ; -.-.-.- ..•............... Excrement ----Y=.3 7 4X+.350X2-.0 ::I o Growth . Excremenl Ql Respiration -.-.--- Growth •• Total--- 40 Respiration \ 20 ffi 20 Ql Ql .~ > tij :; E ::I U 10 10 , \ . . .' -' : ~. o o o 2 4 6 Aphid 8 age 10 12 14 (days) o 2 4 6 8 10 12 14 Aphid age (days) Fig. 5. Estimated cumulative energy consumption by M. pecanis at various ages and developmental stages. Curves are for energy utilized in growth, respiration, and excretion, and the summation of these factors (total). Regression equations are significant (P < 0.05) using SAS GLMP (SAS Institute 1985, 433-507). Fig. 6. Estimated cumulative energy consumption by M. caryaefoliae at various ages and developmental stages. Curves are for energy utilized in growth, respiration, and excretion, and the summation of these factors (total). Regression equations are significant (P < 0.05) using SAS GLMP (SAS Insitute 1985, 433-507). As previously explained, this would be expected because a tree's nut crop is primarily influenced by factors affecting energy accumulation during the previous growing season, and trees of both treatments were exposed to an equal number of aphids in 1981 and in earlier years. The 1982 aphid population would then have its major influence on the 1983 nut crop. Because trees of both treatments were on the same bearing cycle, 1983 yield would be equal if aphids had no effect; however, yield was reduced in 1983 by 55.4 kg per tree (Table 4), primarily by a standing-aphid population of 3.72 (5.33 minus 1.61) M. pecanis and 0.20 (1.02 minus 0.82) M. caryella in 1982. It is entirely possible that the 1983 aphid population could also influence 1983 yield; however, the exact degree of influence is unknown, and based on previous observations (Tedders & Wood 1985), would probably be small relative to that of the 1982 population. In 1984, there was no yield difference between aphid treatments, with yield being less than in 1983. Trees of the full-season treatment would be expected to be in the light-crop phase of the alternately bearing cycle in 1984 because of the large crop produced the previous growing season. This yield drop was indeed observed. Yield was also less October 1987 WOOD ET AL.: ENERGY DRAIN BY PECAN APHIDS 1053 Table 4. Estimated influence of full- and late-season aphid control and subsequent standing aphid populations on energy removal and tree yield from a 70-yr-old 'Stuart' pecan tree No. of aphids" Treatment/species 1983 1982 SA AD SA 1984 AD SA AD Estimated energy removed by a~hid population (MJ/tree) 1982 1983 1984 Full-seasoncontrol M. pecanis M. caryella M. caryaefoliae 1.61 0.82 0 349 178 0 2.09 0.79 0.02 454 171 4 1.98 2.53 0.09 430 549 20 66 254 0 320 85 244 1 330 81 782 1 864 5.33 1.02 0 1,157 221 0 9.90 1.80 0.17 2,148 391 37 2.11 3.02 0.08 458 655 17 218 315 0 533 405 557 1 963 86 934 1 1,021 Total La te-seasoncontrol M. pecanis M. caryella M. caryaefoliae Total In-shell nut yieldC (kg/tree) 1982 1983 1984 44.9b 102.9c 28.6a 41.2b 47.5b 28.9a " Mean number of aphids per compound leaf per growing season.One standing aphid (SA)per compound leaf per growing season e(~uals120,474standing aphids per 70-yr-old 'Stuart' tree per seasonor over 26 x 106 aphid-days (AD) per tree per growing season. Energy values estimated using regression equations for average-aged individuals of each life stage of each aphid species in the field population. These values were then multiplied by the number of standing aphids of each class.number of compound leaves per tree, and days per growing season to estimate total energy removed per seasonby the aphid population. C Means among columns and rows followed by the same letter are not significantlydifferent (P > 0.05; Duncan's [1955]multiple range test). than that of the 1982 nut crop, perhaps additionally reflecting the influence of aphid feeding in 1983 and 1984. In the late-season control treatment, yield in 1984 was lower than in 1982, probably because of the very high aphid numbers in 1983. The lack of a 1984 yield difference between the two aphid control treatments is, therefore, as would be expected given the bearing nature of pecan and the detrimental influence of aphid feeding. The influence of the two species of aphids on nut production is consequently best estimated by utilizing the means of nut production and aphid population data for 1982-84. Thus, the mean differential in nut production between the two aphid management programs during 1982,1983, and 1984 resulted in an in-shell nut yield loss of 19.6 kg per tree (58.8 minus 39.2) and was associated with an estimated energy removal of 334 x 106 J (838 minus 504) per tree (Table 5). Therefore, the removal of 1 x lQ6 per tree reduced yields by an average of 58:7 g (19,600 g divided by 334 MJ) of in-shell nuts per tree. The average individual (average aphid age was 3.8 d for M. pecanis and 2.5 d for M. caryella) M. caryella extracts ca. 8.3-fold (derived from Tables 1 and 2) more energy from the tree than does the average individual of M. pecanis and, therefore, populations of M. caryella might be ca. 8.3-fold more detrimental than equivalent numbers of M. pecanis. The average-aged individual of M. pecanis or M. caryella is estimated to remove 40.4 and 309 MJ, respectively, during the growing season (or 217 aphid-days). A well-managed 70-yr-old 'Stuart' pecan tree was estimated to have ca. 120,474 compound leaves; therefore, a season-long aphid population of one aphid per compound leaf would be J 120,474 aphids (or rather 26 x 106 aphid-days) per tree. This number of M. pecan is would reduce inshell nut production from such a tree by 2,406 g (58.7 g nuts per megajoule x 40 MJ per aphid), but M. caryella would reduce it by 18,128 g (58.7 g nuts per megajoule x 309 MJ per aphid). This relationship of the standing-aphid population and aphid-days to in-shell yield reduction is represented in Fig, 7, where it is presented in the form of simple equations that reflect the aphid-induced yield loss of the 'Stuart' trees in our study. This relationship was such that for M. pecanis the kilograms of in-shell nut loss per tree (y) was equal to the product of the number of season-long standing aphids per compound leaf (x) and 2.41, or the product of the number of aphid-days per compound leaf (x) and 0.011. For M. caryella, this Table 5. Estimated annual yield reduction of in-shell nuts in 70-yr-old 'Stuart' pecan trees due to specific levels of energy removed by "yellow" aphids Treatment Full-seasoncontrol Late-seasoncontrol Difference X annual In-shell energy nut yield x annual removed lossper in-shell nut yield" by "yellow" unit energy b aphids removedc (kg/tree) (M]) (g/MJ) 58.8 39.2 19.6 504 838 334 58.7 Mean of nut yield in 1982, 1983, and 1984. Mean of energy removed by M. caryella and M. pecanis in 1982, 1983,and 1984. Values are from Table 4. C 19,600g divided by 395 MJ = 58.7 g in-shell nuts per 106 J of energy removed by aphid feeding. a b 1054 ENVIRONMENTAL Predicted (kg 100 In-shell loss nutS/tree) M. pecanls M. caryell8 Aphld811eaf : y= Aphld-days/leat: 18.13 y II V:O.083x = ..•.. .•..•.. 2.41 •..... y= 0.011. 80 60 40 o 2 3 4 6 5 Standing aphids per compound leaf 217 434 651 868 1085 1302 Aphid -days per compound leal Fig. 7. Estimated reduction in in-shell nuts per 70yr-old 'Stuart' pecan tree by either a season-longstanding population (per compound leaf) or season-long aphiddays (per compound leaf) of M. pecanis or M. caryella. A 70-yr-old 'Stuart' pecan tree was determined to have 120,474 leaves; therefore, one aphid per compound leaf equals 120,474standing aphids per tree. This isalsoequal to 217 aphid-days per compound leaf or 26 x 106 aphiddays per tree per growing season. Because of the great difference in the ratio of leaf area to fruit between a 70yr-old tree and a much younger tree, these predictions of aphid impact on yield would be considerably less in younger 'Stuart' trees. relationship was y = 18,13x for standing aphids per leaf and y = O.083x for aphid-days (Fig. 7). These simple prediction equations are undoubtedly oversimplistic, especially in the sense that the influence of aphids on yield reduction is likely not directly proportional to the number of aphid-days or the standing population. They are, however, presented with the intention of providing, for the first time, a reasonable estimate of the influence of "yellow" aphids on pecan nut production and as a reference point for determining the influence of aphids on pecan nut production. Discussion All three pecan aphid species are capable of extracting large amounts of energy from a pecan tree, with the vast majority being excreted in the form of honeydew. This results in a low growth efficiency, and is similar to that reported for other aphid ENTOMOLOGY Vol. 16. no. 5 species (Dixon 1975). Because individuals of M. caryella remove several times more energy than M. pecanis, their control should be of greater interest to pest managers and their economic threshold should be roughly 8.4-fold lower than that of M. pecanis. This conclusion, of course, assumes that they have equal influences on tree physiology, which may not be true. Currently, their influence on tree physiology is unknown, except that both species induce clogging of phloem cells and reduce leaf net photosynthesis and dark respiration by approximately equal amounts per individual aphid (Wood et al. 1985). Because the influence of a single aphid on net photosynthesis is small (Wood & Tedders 1986) and probably insignificant relative to the degree of energy loss via M. caryella honeydew, it seems that the M. caryella threshold level should indeed be considerably less than that of M. pecanis. They are currently considered to be equally damaging and are not treated separately by pest managers. Perhaps there is some justification for this action in that the numbers of M. pecanis normally exceed those of M. caryella by 2- to 4-fold (Table 3) when considered for the entire growing season. Therefore, it may be invalid to conclude that normal field populations of M. pecanis are less damaging than those of M. caryella. M. caryaefoliae must be considered separately because it causes severe leaf damage, greatly reduces photosynthesis, induces leaf abscission, and must be held at low population levels to prevent damage (Wood & Tedders 1986). The influence of pecan aphids on the direct loss of tree energy reserves, or photosynthate, may not directly account for all of the large loss in tree yield due to aphid infestation. There could also be adverse influences on tree physiological processes. Such influences have been reported for other aphid species and may be due to a redistribution of stored products (Dixon 1975) or to the injection of growthregulating substances into the tree, as has been previously observed for other aphid species (Dixon 1971a,b). The predictions of the detrimental influence of M. pecanis (y = 2.4lx) and M. caryella (y = 18.13x) (where y = in-shell nut production and x = aphids per leaf or aphid-days per leaf) on in-shell nut production have been derived for well-managed 70-yr-old 'Stuart' trees and would not be expected to apply strictly to trees of other ages, cultivars, or management programs. Because the fruit/leaf area ratio (sink to source) of a large mature tree such as that utilized in this study is generally much less for younger trees (as much as 8-fold), it would be a reasonable assumption to expect that a young tree could tolerate a proportionately greater number of M. pecanis and M. caryella aphids without additional yield reductions. Thus, aphid thresholds of 5- to 20-yr-old trees should be expected to be considerably greater than those of 70-yr-old trees. The estimates represented in this report have been made with the intention of providing a rea- October 1987 WOOD ET AL.: ENERGY DRAIN BY PECAN APHIDS sonably accurate measure of the energetics of pecan aphids and the influence of such aphids on tree nut production. The energetics estimates excluded the energy contained in exuviae, eggs, and noncarbohydrate compounds in honeydew; thus, our reported estimate of the energy consumed by aphid populations probably slightly underestimates actual energy consumption. The estimates of the impact of standing aphids or aphid-days on nut production should also be interpreted with the understanding that such influences are probably acted upon by a variety of variables in a subtle and complex manner. A few of the important questions that remain unanswered address issues such as the possibility of differential influences of "yellow" aphids on tree physiology and productivity (other than that of energy removal), the relative impact of "yellow" aphids depending upon season of infestation, the relative contribution to nut production of infested leaves in different portions of the tree crown, and the interaction of "yellow" aphids and other factors limiting photosynthesis. Although the loss of 58.7 g of in-shell nuts per 10" J removed from the tree by feeding aphids is an estimate of "yellow" aphid impact on 70-yr-old 'Stuart' trees, it is the first attempt to determine such information in pecan culture and seems to be, according to our experience, representative of observations of such orchards. Our data indicate that aphid feeding can severely retard tree nut production, presumably because of the removal of an immense amount of energy from the tree and possible influences on tree physiology. Such an influence would be expected to have a major effect on alternate bearing and nut quality. This information, plus the knowledge of the amount of energy removed by individual aphids, provides a first-time estimate of the impact of different aphid levels on nut production. It also provides fundamental quantitative data useful for the establishment of both aphid and economic threshold levels for aphicide spra y programs. References Cited Dixon, A. F. G. 1971a. The role of aphids in wood formation. I. The effect of the sycamore aphid, Drepanosiphyan platanoides (Schr.) (Aphididae), on the growth of sycamore, Acer pseudoplatanus (L.). J. Appl. Ecol. 8: 165-179. 1971b. The role of aphids in wood formation. II. The effect of the lime aphid on the growth of lime. J. Appl. Ecol. 8: 393-399. 1975. Aphids and translocation, pp. 154-170. In M. H. Zimmerman & J. A. Milburn [eds.], Transport in plants. I. Phloem transport. Springer, Berlin. Duncan, D. B. 1955. Multiple range and multiple F tests. Biometrics 11: 1-42. Dutcher, J., R. Worley, J. Daniell, R. Moss & K. Harrison. 1984. Impact of six insecticide-based arthropod pest management strategies on pecan yield, quality, and return bloom under four irrigationjsoilfertility regimes. Environ. Entomol. 13: 1644-1653. 1055 Edelson, J. & P. Estes. 1983. Intracanopy distribution and seasonal abundance of the yellow pecan aphids Monellia caryella and Monelliopsis nigropunctata (Homoptera: Aphididae). Environ. Entomol. 12: 862867. Hodge, J. & B. Hofreiter. 1962. Determination of reducing sugars and carbohydrates, pp. 300-394. In R. L. Whistler & J. L. Wolfrom [eds.], Methods in carbohydrate chemistry, vol. 1. Academic, New York. Llewellyn, M. 1972. The effects of the lime aphid, Eucallipterus titiae L. (Aphididae), on the growth of the lime Tilia x Vulgaris Hayne. I. Energy requirements of the aphid population. J. Appl. Ecol. 9: 261282. 1975. The effects of the lime aphid on the growth of the lime (Tilia x Vulgaris Hayne). II. The primary production of saplings and mature trees, the energy drain imposed by the aphid populations and revised standard deviations of aphid population energy budgets. J. Appl. Ecol. 12: 15-23. Monselise, S. & E. Goldschmidt. 1982. Alternate bearing in fruit trees, pp. 128-173. In J. Janick [ed.], Horticultural reviews, vol. 4. AVI, Westport, Conn. Phillipson, J. 1964. A minature bomb calorimeter for small biological samples. Oikos 15: 130-139. SAS Institute. 1985. SAS user's guide: statistics, version 5. SAS Institute, Cary, N.C. Sitton, B. G. 1931. A preliminary report on the relation of foliage to filling of the pecan. Proc. Natl. Pecan Grow. Assoc. Bull. 30: 120-125. Sparks, D. 1979. PhYSiology-site, growth, flowering, fruiting, and nutrition, pp. 211-239. In R. A. Jaynes [ed.], Nut tree culture in North America. Northern Nut Growers Association, Hamden, Connecticut. Sparks, D. & C. E. Brack. 1972. Return bloom and fruit set of pecan from leaf and fruit removal. HortScience 7: 131-132. Stone, J. D. & G. P. Watterson. 1981. Impact of black margined aphid control on yield in western irrigated pecan orchards with systemic insecticides. J. Econ. Entomol. 74: 741-744. Tedders, W. L. 1978. Important biological and morphological characteristics of the foliar-feeding aphids of pecan. U.S. Dep. Agric. Tech. Bull. 1579. Tedders, W. L. & B. W. Wood. 1985. Estimates of the influence of feeding by Monelliopsis pecanis and Monellia caryella on the fruit foliage carbohydrate reserves, and tree productivity of mature 'Stuart' pecans. J. Econ. Entomol. 78: 642-646. 1987. Field studies of three species of aphids on pecan: an improved cage for collecting honeydew and glucose-equivalents contained in honeydew. J. Entomol. Sci. 22: 23-28. Tedders, W. L., B. W. Wood & J. W. Snow. 1981. The effects of feeding by M onelliopsis nigropunctata (Granovsky), Monellia caryella (Fitch), and Melanocallis caryaefoliae (Davis) on the growth of pecan seedlings in the greenhouse. J. Econ. Entomol. 75: 287-291. Wood, B. W. & W. L. Tedders. 1982. Effects of an infestation of black margined aphid on carbohydrates in mature 'Stuart' pecan. HortScience 17: 236-238. 1986. Reduced net photosynthesis of leaves from mature pecan trees by three species of pecan aphids. J. Entomol. Sci. 21: 355-360. Wood, B. W., W. L. Tedders & J. M. Thompson. 1985. Feeding influence of three pecan aphid species on carbon exchange and phloem integrity of seedling pecan foliage. J. Am. Soc. Hortic. Sci. 110: 393-397. 1056 ENVIRONMENTAL Worley, R. E. 1979a. Pecan yield, quality, nutlet set, and spring growth as a response to time of fall defoliation. J. Am. Soc. Hortic. Sci. 104: 192-194. 1979b. Fall defoliation date and seasonal carbohydrate concentration of pecan wood tissue. J. Am. Soc. Hortic. Sci. 104: 195-199. ENTOMOLOGY Received for publication 30 Apr/I 19B? Vol. 16, no. 5 2 December 1985; accepted
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