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1 Loblolly Pine Health in the Southeastern U.S. Kamal J.K. Gandhi, David R. Coyle, Brittany F. Barnes, Kier D. Klepzig, Lawrence Morris, and John T. Nowak Importance of Southern Pines Southern pine species such as loblolly, longleaf, shortleaf, and slash cover much of the southeastern U.S., and are a critical component of the region’s economy 1 . Loblolly pine is the most widely planted species in the southeastern region, is commercially managed in plantations and natural stands, and accounts for nearly half of the pine growing stock 2 . These pine stands are ecologically and economically critical to the region as they improve soil and water quality, create habitat for various wildlife species, and provide timber and pulpwood products worth tens of billions of dollars each year with many benefits to local communities 3, 4 . As demands on our pine resources increase, forest threats such as urbanization, climate change, and invasion by non-native species are also expected to increase 1 . Implementing specific management practices can minimize these threats and assist managers and landowners with maintaining the sustainability of pine forests. Abiotic Factors Affecting Loblolly Pines Southeastern forests are historically maintained and disturbed by abiotic and biotic factors. Amongst abiotic factors, frequent understory fires are important in maintaining and regenerating pine forests, however fires are used less frequently in loblolly pine plantations 5 . In the late 19 th and early 20 th centuries, many southeastern forests were clearcut and harvested, then converted into farms, which resulted in major soil erosion issues (especially in the Piedmont region) 5 (Fig. 1A). When these farmlands were abandoned in the 1930s and 1940s, they naturally regenerated to forests, however the original cover-type and many associated native species were largely lost from these systems 1, 5 . Adverse weather conditions such as drought and wind/ice-storms can increase pine susceptibility to insects and diseases 6 (Fig. 1B). The frequency, duration, and unpredictability of drought and storms are expected to increase under climatic changes with ensuing impacts to pine sustainability 7 . For example, catastrophic and severe fires due to drought in 2016-2017 heavily impacted forests especially in Georgia, North Carolina, and Tennessee (Fig. 1C). Fig. 1. Examples of abiotic factors such as (A) soil-erosion after farming; (B) drought; and (C) severe wildfires that have historically and are currently negatively impacting pine productivity.

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Page 1: Loblolly Pine Health in the Southeastern U.S....Georgia; USDA Forest Service, Forest Health Protection; and USDA Forest Service, Southern Research Station. Valuable comments were provided

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LoblollyPineHealthintheSoutheasternU.S.KamalJ.K.Gandhi,DavidR.Coyle,BrittanyF.Barnes,KierD.Klepzig,LawrenceMorris,andJohnT.Nowak

ImportanceofSouthernPinesSouthernpinespeciessuchasloblolly,longleaf,shortleaf,andslashcovermuchofthesoutheasternU.S.,andareacriticalcomponentoftheregion’seconomy1.Loblollypineisthemostwidelyplantedspeciesinthesoutheasternregion,iscommerciallymanagedinplantationsandnaturalstands,andaccountsfornearlyhalfofthepinegrowingstock2.Thesepinestandsareecologicallyandeconomicallycriticaltotheregionastheyimprovesoilandwaterquality,createhabitatforvariouswildlifespecies,andprovidetimberandpulpwoodproductsworthtensofbillionsofdollarseachyearwithmanybenefitstolocalcommunities3,4.Asdemandsonourpineresourcesincrease,forestthreatssuchasurbanization,climatechange,andinvasionbynon-nativespeciesarealsoexpectedtoincrease1.Implementingspecificmanagementpracticescanminimizethesethreatsandassistmanagersandlandownerswithmaintainingthesustainabilityofpineforests.AbioticFactorsAffectingLoblollyPinesSoutheasternforestsarehistoricallymaintainedanddisturbedbyabioticandbioticfactors.Amongstabioticfactors,frequentunderstoryfiresareimportantinmaintainingandregeneratingpineforests,howeverfiresareusedlessfrequentlyinloblollypineplantations5.Inthelate19thandearly20thcenturies,manysoutheasternforestswereclearcutandharvested,thenconvertedintofarms,whichresultedinmajorsoilerosionissues(especiallyinthePiedmontregion)5(Fig.1A).Whenthesefarmlandswereabandonedinthe1930sand1940s,theynaturallyregeneratedtoforests,howevertheoriginalcover-typeandmanyassociatednativespecieswerelargelylostfromthesesystems1,5.Adverseweatherconditionssuchasdroughtandwind/ice-stormscanincreasepinesusceptibilitytoinsectsanddiseases6(Fig.1B).Thefrequency,duration,andunpredictabilityofdroughtandstormsareexpectedtoincreaseunderclimaticchangeswithensuingimpactstopinesustainability7.Forexample,catastrophicandseverefiresduetodroughtin2016-2017heavilyimpactedforestsespeciallyinGeorgia,NorthCarolina,andTennessee(Fig.1C).

Fig.1.Examplesofabioticfactorssuchas(A)soil-erosionafterfarming;(B)drought;and(C)severewildfiresthathavehistoricallyandarecurrentlynegativelyimpactingpineproductivity.

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BioticFactorsAffectingLoblollyPinesInsectPestsBioticagentssuchasbarkandwoodboringbeetlesaremajorfactorsaffectingpineplantationsandnaturalforests8,9.Thesebeetlescreatetunnelsunderthebarkandinwoodofthetree,thusgirdlingandkillingit.Anumberofbarkbeetlesarealsoassociatedwithpathogenicfungalspeciesthatfurthercontributetotreemortality.Southernpinebeetle(Dendroctonusfrontalis)isconsideredthemostdamaginginsectaffectingloblollypines10(Fig.2A).Southernpinebeetleoutbreakscankillhundredsofthousandsofpinetreeswithinaregioninagivenyear.Treestressanddamagethatresultfromdrought,poorsoilconditions,lightningstrikes,fungalinfectionsormechanicaldamageincreaseactivitiesofotherdamagingspeciesincludingpineengraverbeetles(Ips),blackturpentinebeetle(Dendroctonusterebrans),anddeodarweevil(Pissodesnemorensis)11(Fig.2B-C).Manywoodboringinsectssuchaspinesawyer(Monochamus),andotherlonghornandjewelbeetlesalsoshowincreasedactivityonstressed

trees,furthercontributingtodamageanddeath9(Fig.2D).Generalsignsandsymptomsofbarkandwoodboringbeetlesareroundorovalexit/entranceholes(<0.5inch)onthebark,sawdust(finetocoarse),pitchtubes,beetlegalleriesunderbark,branchdieback("flagging"),andgrowthreduction(Fig.3,Table1)11.

B

Fig.2.Examplesofeconomicallyimportantadultbarkandwoodboringbeetlespeciesinloblollypineplantations:(A)Dendroctonusfrontalis;(B)Ipsavulsus;(C)Pissodesnemorensis;and(D)Monochamusspecies(nottoscale).

A

C D

BFig.3.Examplesofsignsofbarkandwoodboringbeetleactivityonloblollypinetrees:(A)pitchtubesandboringdust;(B)Ipsbeetlegalleriesunderbark;(C)Dendroctonusfrontalisgalleriesunderbark;and(D)chipcocoonsofPissodesnemorensis.

A C D

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Species CommonSigns(Fig.3)BlackTurpentineBeetle

Large(quarter-sized)pitchtubesalongrootflareuptoabout5feet,reddishbrownboringdust,largerentrance/exitholes,J-shapedfeedinggalleriesunderthebark

DeodarWeevil ChipcocoonsunderthebarkIpsBeetles Smaller(dime-sized)pitchtubesthroughoutthebole,reddishbrownboringdust,

smallentrance/exitholes,H,YorX-shapedgalleriesunderthebarkSouthernPineBeetle Smaller(dime-sized)pitchtubesthroughoutthebole,reddishbrownboringdust,

smallentrance/exitholes,S-shapedgalleriesunderthebarkWoodborers Coarseorfinewhiteboringdustorchips,roundorD-shapedexitholesFungalPestsFungalpathogensarecommoninloblollypinestands,andtheiractivityvarieswithsoiltypesandland-usehistory.Inmoststands,activityoftheseorganismshasminimalimpactontreehealth;howeverundersomeconditionstheycanhavemajorimpacts.Heterobasidion(i.e.,Fomes/Annosus/Annosum)rootdisease(causedbyHeterobasidionirregulare)ismostactiveinstandswithwell-drained,coarse-texturedsurfacesoils(sandandsandyloamAhorizons)afterthinninginwintertimewhensporeproductionisthehighest12.Fungalsporesinfectstumpsandmoveintotreerootsandsurroundingtreesgenerallythroughrootcontactcausingtreedeath(Fig.4).Infectioncentersofdeadanddyingtreesoccuraroundinfectedstumpsthatcontinuetoexpandforupto10years.Stumptreatmentsorsummerthinning(below34°latitudeonly)cansignificantlyreduceinfection.

Littleleafdiseaseisamajorproblemonoldertrees(>40yearsold)growingonsoilsthathavehighsubsoilclaycontent,poorinternalsoildrainage(eithernaturallyorduetosoilcompaction),andlownutrientavailability,especiallyphosphoruslevels13.Phytophthoracinnamomiisthepathogenthatismostcommonlyassociatedwithlittleleafdisease14.Symptomsoflittleleafdiseaseincludeshorteningofneedles,abundantsterileconeproduction,androotdeath.Sincethisdiseaseaffectsoldertreesthatarenotveryresponsivetofertilizerorothertreatments,harvestingfollowedbysitepreparationthatincludessoiltillage(suchasa

Table1.Commonsignsofinsectsonstressed,dying,anddeadloblollypinetrees.

A B Fig.4.Heterobasidionrootdiseasewith(A)stringyrootsshowingsapstain;and(B)fruitingbodiesatthebaseofthetree.

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combinationplow),fertilization,andreplantingmaybetheonlyoptionavailabletothelandowner.LoblollyPineDiebackandMortalityDuringthelastseveraldecades,therehavebeenreportsofdiebackandmortalityofloblollypinesinthePiedmont,Sandhills,andUpperCoastalPlainphysiographicregions.Countiesinwest-centralGeorgiaandeast-centralAlabamaarereportedtohavethehighestlevelsoftreediebackanddeath.Thisphenomenonhasbeenreferredtoas"loblollypinedecline"or"southernpinedecline"(SPD)bysomeresearchersandforestmanagers,andsymptomsincludecrownthinning,yellowingofneedles,reductionsingrowth,androotandbranchdeath15.AnalysisofFIAdataandfieldvisitstositespreviouslycharacterizedashavingSPDhadavarietyofabiotic(e.g.,soiltypesandclimate)andbiotic(e.g.,insects,pathogens,andgenetics)factorsthatwerecausingindividualstandstoshowsymptomsofdecline16.FromthisresearchitappearsthatanumberofunrelatedproblemsarebeinglumpedunderthenameSPD,whichleadstomisdiagnosisofcausalfactorsofdamagedstands.Furthercontroversyhasalsoarisenduetothefocusofresearchoncommoncontributingfungiandinsects.SouthernLeptographiumfungiandtheirvectors(Hylastes,Hylurgops,andPachylobiusspecies)areubiquitousindamagedpinestands15,17.Therearemanyunknownsabouttheecologicalandeconomicimpactsofthesesouthernroot-feedingweevilsandLeptographiumspeciesinhealthyandstressedloblollypinestands.However,nonehaveproventobeprimarypathogens16,18.Recentstudiesshowroot-feedingweevilsmainlyattackstumpsandstressed/dyingtreesinsteadofhealthyones,whichsuggeststhatsilviculturalactivitiesthatoptimizetreehealthwillminimizetheiractivities18.MaintainingLoblollyPineHealthLoblollypinetreehealthcanbemaintainedbycorrectivetreatmentsatstandestablishmentcombinedwithappropriateintermediatestandtreatments.Sitepreparationtillagethatbreaksuprestrictivesubsoillayerscanimprovegrowthandtreevigorinmostsitesandmaybeparticularlyvaluableonsiteswherelittleleafdiseaseisexpectedtooccur19.Atestablishment,fertilizationwithphosphorusorphosphorusplusnitrogenshouldalsobeconsideredforthesesitesaswellasothersiteswheresoilstestsindicatelowphosphorusavailability20.Herbaceousweedcontrolduringthefirstgrowingseasonisgenerallyrecommendedandisalwaysrecommendedwhenfertilizationatestablishmentincludesnitrogen.Hardwoodcontrolmayormaynotbeneeded.Onsiteswithlowhardwoodcompetition(<1,800hardwoodrootstock/acre),herbaceousweedcontrolissufficient20.Post-planting,regularlow-intensityprescribeburningorherbicidetreatmentswillalsoreducehardwoodplantcompetition(Fig.5A).Iftreeswereplantedathighdensity,thenthinningisrecommendedto80-100ft2/ac(oftenthiswillbetimedtocoincidewithnitrogenandphosphorusfertilization)21(Fig.5B).Duringthinning,damagetotreeboleandrootsshouldbeavoidedotherwisepestproblemscanbeexacerbated.Selectionofqualitycontractorscoupledwithon-siteinspectionduringtheoperationandcontractualprovisionstoceaseoperationsduringwetweatherwillhelpminimizedamage.Healthyloblollystandsmayhaveafewdeadtrees,butwidespreaddiebackshouldnotbepresent.

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Contactanextensionagent,stateforestryagent,oraconsultingforesterforfurtherassistancewithpinetreehealthissuesandmanagementoptions.Alwaysusealicensedpesticideapplicatoranduselabeldirectionswhenapplyingpesticides.MoreinformationonpesticideapplicationisavailablefromtheUSDAForestService(http://www.fs.fed.us/foresthealth/pesticide/),orfromyourstate’scooperativeextensionservice.AcknowledgementsWearegratefulforthefundingprovidedbyD.B.WarnellSchoolofForestryandNaturalResources,UniversityofGeorgia;USDAForestService,ForestHealthProtection;andUSDAForestService,SouthernResearchStation.ValuablecommentswereprovidedbyChrisAsaroandMichelleCram(USDAForestService,ForestHealthProtection),andElizabethBentonandJayShelton(D.B.WarnellSchoolofForestryandNaturalResources,UniversityofGeorgia).Photocredits-AuburnUniversity;J.R.Baker&S.B.Bambara,NorthCarolinaStateUniversity;ChuckBargeron,UniversityofGeorgia;ChrisEvans,UniversityofIllinois;GeorgiaForestryCommission;LacyL.Hyche,AuburnUniversity;GeraldJ.Lenhard,LouisianaStateUniversity;PaulA.Mistretta,USDAForestService;MinnesotaDepartmentofNaturalResources;andErichG.Vallery,USDAForestService-SRS-4552,allatBugwood.org,andKamalJ.K.Gandhi,UniversityofGeorgia.

References1. Wear,D.N.,andGries,J.G.2012.Thesouthernforest

futuresproject:summaryreport.GeneralTechnicalReportSRS-GTR-168.USDAForestService,Asheville,NorthCarolina.

2. Wear,D.N.,andGries,J.G.2002.Southernforestresourceassessment–summaryreport.GeneralTechnicalReportSRS-54.USDAForestService,SouthernResearchStation,Asheville,NorthCarolina.

3. Moore,R.,Williams,T.,Rodriguez,E.,andHepinstall-Cymmerman,J.2013.Usingnon-marketvaluationtotargetconservationpayments:AnexampleinvolvingGeorgia'sprivateforests.JournalofForestry111:261-270.

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5. Marshall,D.J.,Wimberly,M.,Bettinger,P.,andStanturf,J.2008.Synthesisofknowledgeofhazardousfuelsmanagementinloblollypineforests.GeneralTechnicalReportSRS-110.USDAForestService,SouthernResearchStation,Asheville,NorthCarolina.

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Fig.5.Standsundergoing(A)prescribedburningand(B)thinningactivitiesthatassistwithforesthealth.

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Stocks,B.J.,andWotton,B.M.2001.Climatechangeandforestdisturbances:climatechangecanaffectforestsbyalteringthefrequency,intensity,duration,andtimingoffire,drought,introducedspecies,insectandpathogenoutbreaks,hurricanes,windstorms,icestorms,orlandslides.BioScience51:723-734.

8. Wood,S.L.1982.ThebarkandambrosiabeetlesofNorthandCentralAmerica(Coleoptera:Scolytidae):ataxonomicmonograph.GreatBasinNaturalistMemoirs:Number6,BrighamYoungUniversity.

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16. Coyle,D.R.,Klepzig,K.D.,Koch,F.H.,Morris,L.A.,Nowak,J.T.,Oak,S.W.,Otrosina,W.J.,Smith,W.D.,andGandhi,K.J.K.2015.AreviewofsouthernpinedeclineinNorthAmerica.ForestEcologyandManagement349:134-148.

17. Matusick,G.,Menard,R.D.,Zeng,Y.,andEckhardt,L.G.2013.Root-inhabitingbarkbeetles(Coleoptera:Curculionidae)andtheirfungalassociatesbreedingindyingloblollypineinAlabama.FloridaEntomologist96:238-241.

18. Helbig,C.E.,Coyle,D.R.,Klepzig,K.D.,Nowak,J.T.,andGandhi,K.J.K.2016.Colonizationdynamicsofsubcorticalinsectsonstressedandunstressedloblollypinetrees.JournalofEconomicEntomology109:1729-1740.

19. Fox,T.R.,Allen,H.L.,Albaugh,T.J.,Rubila,R.A.,andCarlson,C.A.2007.TreenutritionandforestfertilizationofpineplantationsintheSouthernUnitedStates.SouthernJournalofAppliedForestry31:5-11.

20. Miller,J.H.,Zutter,B.R.,Zedaker,S.M.,Edwards,M.B.,andNewbold,R.A.2003.Growthandyieldrelativetocompetitionforloblollypineplantationstomidrotation-asoutheasternUnitedStatesregionalstudy.SouthernJournalofAppliedForestry27:1-16.

21. Sayer,M.A.S.,Goelz,J.C.G.,Chambers,J.L.,Tang,Z.,Dean,T.J.,Haywood,J.S.,andLeduc,D.J.2004.Long-termtrendsinloblollypineproductivityandstandcharacteristicsinresponsetothinningandfertilizationintheWestGulfregion.ForestEcologyandManagement192:71-96.

Authors:KamalJ.K.GandhiisanAssociateProfessorattheD.B.WarnellSchoolofForestryandNaturalResources,UniversityofGeorgia,Athens,Georgia.DavidR.CoyleisanExtensionSpecialistattheSouthernExtensionRegionalForestry,Athens,Georgia.BrittanyF.BarnesisaResearchProfessionalattheD.B.WarnellSchoolofForestryandNaturalResources,UniversityofGeorgia,Athens,Georgia.KierD.KlepzigisDirectoroftheJosephW.JonesEcologicalResearchCenter,Newton,Georgia.LawrenceMorrisisaProfessorattheD.B.WarnellSchoolofForestryandNaturalResources,UniversityofGeorgia,Athens,Georgia.JohnT.NowakisaForestEntomologistwiththeUSDAForestService,ForestHealthProtection,Asheville,NorthCarolina.

PublicationWSFNR-17-39 August2017

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