Open access

Role of green alder in boreal conifer growth: competitor or facilitator?

Publication: FACETS
26 March 2020

Abstract

Sustainable forest management implies successful regeneration after disturbances. Low N availability and competition can, however, limit tree establishment in boreal ecosystems. To develop silviculture strategies that maintain productivity in such context, we established a field trial in northern Québec, Canada. We evaluated if a companion N2-fixing species (Alnus alnobetula) promotes or hinders Picea mariana and Pinus banksiana establishment over six growing seasons. We tested if Alnus has a facilitation effect through nutritional processes and a competition effect through light interception. Foliar stable nitrogen isotope ratio (δ15N = 15N/14N, ‰) results confirmed that Alnus obtains a substantial part of its N through biological fixation and represents an N source in this system. Although we did not observe increased foliar N concentrations in either conifer species in the presence of Alnus, Pinus growth was nonetheless higher in presence of Alnus, whereas no difference was observed for Picea. In the plots where Alnus cohabited with the conifers, the former had a negative impact on seedling growth, suggesting a significant competition for light. Overall, the net effect of Alnus was positive for Pinus and neutral for Picea. Our results have significant implications for silviculture in N-limited systems, especially in the context of climate change that imposes increased levels of stress on regeneration.

Introduction

Competition is the most studied biotic interaction in early community ecology (Bertness and Callaway 1994; Lortie et al. 2004). However, the role of positive interactions such as facilitation in community dynamics has also been demonstrated during the last decades, including in plant communities (Callaway and Walker 1997; Bruno et al. 2003; Lortie et al. 2004; Brooker et al. 2008). Although facilitation and competition are antagonistic interactions, they can simultaneously exist within a plant community. They can be the result of indirect interactions through pair-wise competition among multiple species (Callaway and Walker 1997; Bruno et al. 2003; Lortie et al. 2004). Facilitation and competition can also occur simultaneously between two species, but only the net outcome of the dominant interaction is observed on survival, recruitment, or growth (Callaway and Walker 1997; Bruno et al. 2003; Callaway 2007). Space and time play a crucial role in the intensity of the dependences between species within a community. For example, while enemy release leads to an increased success in the establishment of sugar maple (Acer saccharum Marsh.) seedlings at its upper elevational range limit, herbivory pressure is high at its lower limit in Mont Mégantic, Québec (Urli et al. 2016). Moreover, the dominant interaction during succession can switch over time between competition and facilitation (Bertness and Callaway 1994; Lortie et al. 2004). This balance between positive and negative interactions is affected by various factors, such as life stages, plant density, physiology, abiotic stress (Callaway and Walker 1997), or stand development (e.g., Cavard et al. 2011). For instance, seedling ontogenetic stages and seasonality influence the interaction outcome of alpine herbaceous vegetation on early seedling establishment of tree species at the treeline of the French Alps (Loranger et al. 2017). Hence, it is a challenge to determine where and when different processes are important within a community over time (Lortie et al. 2004).
Facilitation mechanisms are diverse; for example, they include abiotic stress amelioration, substrate modification, or protection from herbivory (Filazzola and Lortie 2014). The stress gradient hypothesis states that positive interactions such as facilitation increase in communities in abiotically stressful and low productivity environments (Bertness and Callaway 1994; Callaway 2007). Indeed, competition is high when resource acquisition is not limited by abiotic conditions, but its importance decreases compared with facilitation when severe physical conditions limit resource availability. Although this hypothesis is still debated (Brooker et al. 2008), it is supported by many empirical studies (Callaway 2007; Defossez 2012), and facilitative effects such as the “nurse-plant syndrome” are recognized as important and relevant processes in community dynamics (Brooker et al. 2008; Filazzola and Lortie 2014). Therefore, nurse plants can be used as a tool in restoration ecology (Gómez-Aparicio 2009). For example, the facilitative effects of grass or shrubs as nurse plants were observed in the restoration of degraded semiarid steppes or Mediterranean-type mountain ecosystems (Maestre et al. 2001; Castro et al. 2004). In addition to removing competitive species, using nurse shrubs and trees is thus a promising option to restore woody late-successional communities (Gómez-Aparicio 2009).
Facilitation and competition mechanisms have direct implications in the context of the transformation of closed-crown boreal forests into open, unproductive woodlands. Indeed, closed managed forests are progressively opening at their northern limit, mainly due to tree regeneration failure after natural or anthropogenic disturbances (Girard et al. 2009; Oris et al. 2014; Splawinski et al. 2019). In subarctic ecosystems, tree regeneration failure is caused by the absence of advanced regeneration, insufficient post-disturbance seed rain, the lack of suitable seedbeds, and competition by ericaceous species (Thiffault and Hébert 2017; Payette and Delwaide 2018). The boreal forest is a carbon sink and an important source of fibre (Brandt et al. 2013); regeneration failure thus threatens the sustainable provision of these ecosystem services, such as carbon sequestration (Kurz et al. 2013).
Restoration planting is a recognized management option to control community structure and composition, and is thus used to maintain ecosystem services (Stanturf and Madsen 2002; Nunez-Mir et al. 2015). However, many factors, including the nature and abundance of competing vegetation, influence the success of restoration efforts. Pioneer species rapidly establish and compete for light, water, and nutrients with late-successional tree species (Wagner and Robinson 2006). Mechanical site preparation is often used in this context to reduce the competition pressure on regenerating trees (Löf et al. 2012). However, companion vegetation can exert facilitative effects on planted trees by offering protection against stressful environmental conditions (Callaway 2007; Brooker et al. 2008) or by reducing the competition by other species (Löf et al. 2014). In particular, Alnus species can fix and utilize atmospheric N2 for growth (Bond 1956). As a result, the presence of Alnus increases soil N content (Binkley et al. 1992; Titus 2009) and can facilitate the establishment and growth of planted conifers (Haeussler and Coates 1986). However, Alnus species can also compete for light and water; therefore, they prevent conifer establishment and growth (Haeussler and Coates 1986; Jobidon 1995). These multiple mechanisms of plant–plant interactions need to be disentangled to better understand the balance between facilitation and competition of the nurse-plant syndrome (Filazzola and Lortie 2014) and identify the best practices for restoration planting in the boreal zone. Moreover, as species’ idiosyncratic features play an important role in biotic interactions, it is crucial to understand how facilitation and competition mechanisms converge or diverge between slow-growing versus fast-growing native conifer species.
We addressed these questions using a field trial established in northern Québec, Canada, on a site burned in 2007 (Thiffault and Hébert 2017). The experiment aimed at testing the effects of mechanical site preparation (MSP) and planting of a nurse N2-fixing species, American green alder (Alnus alnobetula subsp. crispa), on conifer growth. The site was planted in 2011 with black spruce (Picea mariana (Mill.), considered a slow-growing, shade-tolerant, conservative-type species) and jack pine (Pinus banksiana Lamb.; considered a fast-growing, light-demanding, acquisitive-type species) under three silviculture scenarios: MSP, MSP with plantation of green alder, and a control treatment without MSP. Early results have evidenced a higher growth rate for conifers planted in plots treated with MSP, as well as with alder as a companion species, than in control plots (Thiffault and Hébert 2017). However, alder exerted significant competition for light, which could eventually decrease the initial benefits of this nurse species on planted conifers. A better characterization of N pathways was deemed necessary to understand the mechanisms responsible of the facilitative effects, especially on two conifers with different N acquisition strategies. Indeed, jack pine takes up N from the mineral soil (Visser 1995; Houle et al. 2014), whereas black spruce N nutrition mainly comes from the soil organic layer (Houle et al. 2014).
Therefore, we aimed at assessing the balance between the facilitative and the competitive effects of American green alder, a N2-fixing species, on black spruce and jack pine growth on a northern boreal site characterized by harsh growing conditions. To achieve our objective, we used data describing soil and foliar stable nitrogen isotope ratio δ15N and total N concentration, competition level, and seedling growth over six growing seasons and tested the following hypotheses: (i) foliar δ15N is different between green alder and the planted conifer species, as alder can fix and utilize atmospheric N2 for growth; (ii) green alder has a facilitative effect on conifer growth through nutritional processes; and (iii) there is a competitive effect of alder on the planted conifers through light interception. We tested which interaction (facilitation or competition) has the strongest effect on planted conifer growth (i.e., is the net outcome on growth positive or negative in presence of alder?) and if the interaction outcome is similar for both conifers.

Materials and methods

Study area

We studied the role of alder in an experimental plantation containing black spruce and jack pine seedlings, located in northern Québec, Canada (51°50′40.7″ N, 68°15′46.9″ W) at the actual northern limit of commercial forestry in Québec. This limit is based on the physical environment, timber production capacity, forest vulnerability to fire, and conservation of biodiversity (Jobidon et al. 2015). Vegetation in this region is typical of the black spruce–feather moss bioclimatic domain (Saucier et al. 2009). The region presents a continental sub-polar sub-humid climate with a mean annual temperature of −2.5°C and a mean annual precipitation of 900–1000 mm, of which 40%–45% falls as snow. Growing seasons are short, about 120 d. The soil is a Podzol with occasional induration derived from glacial tills with a loamy-sand texture (71% sand, 19% silt, and 10% clay in the upper-B horizon, Soil Classification Working Group (1998)). A 12–15 cm thick mor humus covers the mineral soil. In 2007, a wildfire burned the previous stand, which was 61–80 years old and composed of 12–17 m tall black spruce trees with a canopy cover of 41%–60%. Visual assessment conducted in July 2010 showed the abundance of charred organic material (Thiffault and Hébert 2017).

Experimental design

Our experiment builds from a subset of the experimental setup described by Thiffault and Hébert (2017). The establishment of three silviculture scenarios were completed in 2011; they were randomly applied within five blocks on 15 main plots:
i.
standard mechanical site preparation applied in August 2010 with a T26.a disc trencher (Bracke Forest AB, Bräcke, Sweden) (MSP);
ii.
similar to MSP treatment, but followed by systematic planting in June 2011 of 2000 Alnus alnobetula subsp. crispa (AC) seedlings ha−1 that were produced in 110 cm3 containers from local seed sources (MSP + AC); and
iii.
a control treatment (without mechanical site preparation) (C).
Block size ranged from 4.6 to 7.1 ha. Main plots were 1.1 ha each and separated by 10–15 m buffers. Main plots were divided into two subplots, in which black spruce and jack pine seedlings were randomly assigned to be planted. This experimental design was, therefore, a complete block split-plot assignment with five blocks, three main plots per blocks (MSP; MSP + AC; C), and two subplots per main plot (black spruce; jack pine) (cf. fig. 1 of Thiffault and Hébert 2017).
Conifer seedlings originated from local seed sources and were produced in 110 cm3 containers. Initial seedling height and root collar diameter at the time of planting were, respectively, 32.4 ± 4.1 cm and 3.8 ± 0.6 mm for black spruce and 29.9 ± 3.6 cm and 3.4 ± 0.4 mm for jack pine. Seedlings were planted in July 2011 at a density of 2000 conifers ha−1. In MSP +AC plots, conifer seedlings were planted independently of alder seedlings; conifer–alder distances, therefore, varied within plots.

Seedling measurements

We established 200 m2 circular sampling plots in the approximate centre of each subplot. All planted conifer seedlings (n = 45 ± 1) within these sampling plots were tagged to assess their dimensions over time. We measured seedling height (cm), leader’s annual shoot length (cm), and root collar diameter (mm) of the tagged seedlings at the end of the first (2011), third (2013), and sixth (2016) growing seasons after planting. We calculated the height at the end of the second (2012) and the fifth (2015) growing seasons after planting by subtracting the leader’s annual shoot length from total seedling height at the end of the third and sixth growing seasons, respectively. In 2016, we also measured the distance between conifer seedlings and the nearest alder (cm) and the nearest alder height (cm) in the MSP + AC treatment, to calculate a competition index.
In October 2016, the instantaneous photosynthetic photon flux density (PPFD, μmol m−2 s−1) received at mid-height of the seedling and the instantaneous PPFD received above the seedling (i.e., full sunlight) were measured on two or three individuals per conifer species in three blocks in the MSP and MSP + AC treatments between 11:00 and 14:00 h on two consecutive sunny days using a PAR/LAI ceptometer (AccuPAR model LP-80, Decagon Devices, Inc., Pullman, Washington, USA). The ratio of full sunlight received by the seedlings was calculated as the ratio of PPFD measured at mid-height of the seedling over PPFD measured above the vegetation cover.
In 2016, we collected shoots from growing seasons 2014, 2015, and 2016 for two target seedlings of each conifer species and current-year leaves of the corresponding nearest alders in three blocks for each treatment. For each of these target conifer seedlings, the mineral soil between 5 and 20 cm depth was collected within a 25 cm radius from the base of the stem.

Determination of chemical and isotope composition

We determined the contribution of atmospheric N2 fixation by alder to conifer N uptake using soil and foliar total N and stable nitrogen isotope ratio (δ15N = 15N/14N, ‰). We first tested if δ15N was different between green alder and the planted conifer species. Indeed, foliar δ15N of alder close to ambient air δ15N (0‰, the standard reference used for the determination of stable nitrogen isotope ratio) implies that alder likely fixes and utilizes atmospheric N2 for growth. We then tested if green alder had a facilitative effect on conifer growth through nutritional processes by comparing soil and foliar total N and δ15N of conifer species in presence and absence of alder.
Soil samples were dried at ambient temperature at least 72 h and ground to pass a <0.5 mm screen, whereas foliar samples were oven-dried at 60 °C for at least 72 h to determine total N (Ntot, g kg−1) and stable nitrogen isotope ratio (δ15N = 15N/14N, ‰). Total N was determined by high-temperature dry combustion (1350 °C) followed by thermal conductivity detection (TruMac CN elemental analyzer; LECO Corporation, St. Joseph, Michigan, USA). We encapsulated 3.59 ± 0.12 mg of leaf and 60.04 ± 0.81 mg of soil from each sample in tin capsules that were sent to the Davis Stable Isotope Facility (University of California, Davis, California, USA) to determine their δ15N signatures using an Isotope Ratio Mass Spectrometer (Europa Scientific Integra, PDZ Europa, Cheshire, UK).

Statistical analyses

We conducted the statistical analyses using the pooled data from shoots from the three years (2014, 2015, and 2016) for the planted conifers. We first used Student t-tests to assess the difference of foliar Ntot and δ15N between alder and black spruce or jack pine. We then performed analyses of variance (ANOVA) to test for significant effects of silviculture scenarios and conifer species on the same variables. Analyses were conducted with (i) linear mixed-effects models (LMMs) to analyze the responses of Ntot and δ15N for conifer leaves and soils, and ratio of full sunlight received by seedling to silviculture scenario, species, and the interaction silviculture scenario × species, using block, block × silviculture scenario, and block × silviculture scenario × species as random effects and (ii) LMMs with repeated measures to analyze the response of root collar diameter (three growing seasons) and height (five growing seasons) to silviculture scenario, species, number of growing seasons after planting, the three two-way interactions, and the three-way interaction silviculture scenario × species × number of growing seasons, using block, block × silviculture scenario and block × silviculture scenario × species as random effects. A compound symmetry matrix was used as the variance-covariance matrix of the error terms for these LMMs with repeated measures.
Post-hoc tests were performed to test for differences between silviculture scenarios for the LMMs and between silviculture scenarios within species × number of growing seasons for the LMM with repeated measures, when the F-values of the ANOVA were significant at α = 0.05.
Finally, using conifer and alder height and the distance data from MPS + AC treatment, we calculated angular height as a competition index (Biging and Dobbertin 1992) as follows:
A=arctan(heightjheightidistanceij)
where j represents the target conifer seedling and i the nearest natural or planted alder seedling. We then used LMMs to analyse the response of root collar diameter and height to angular height, conifer species, and their interaction, using block and block × species as random effects.
In all analyses, we conducted standard procedures for model diagnostics. Degrees of freedom associated to the denominators for the tests of fixed-effects were calculated with the Satterthwaite method, as the factors associated to the random effects had few levels and the distribution of their estimators was better approximated by a χ2 distribution than a normal distribution (Littell et al. 2006). All analyses were conducted using R version 3.6.0 (R Core Team 2019) using the lmerTest package (Kuznetsova et al. 2016) for LMMs and lsmeans package (Lenth and Love 2018) for post-hoc tests.

Results

Facilitation for nitrogen: differences in δ15N and Ntot in leaves and soils between species and silviculture scenarios

Both foliar δ15N and Ntot of alder (−1.01 ± 0.03‰ and 24.56 ± 2.29 g kg−1, respectively) were significantly higher than those of black spruce (−1.49 ± 0.66‰, t = 6.04, p < 0.001 and 9.58 ± 0.46 g kg−1, t = −16.84, p < 0.001, respectively) and jack pine (−2.05 ± 0.67‰, t = 7.76, p < 0.001 and 14.97 ± 0.48 g kg−1, t = −10.83, p < 0.001, respectively). Foliar δ15N of alder was significantly closer to ambient air δ15N and showed very small variability compared with black spruce and jack pine. We detected no significant difference in foliar and soil δ15N and Ntot between silviculture scenarios. Conifer species effect on foliar and soil δ15N was not significant, but it was on foliar and soil Ntot (Figs. 1 and 2, Table 1).
Figure 1.
Figure 1. Foliar and soil δ15N for black spruce and jack pine in the control treatment (C), i.e., without a mechanical site preparation, with standard mechanical site preparation (MSP) and with a standard MSP followed by systematic planting of alder (MSP + AC). Data are presented as mean ± standard deviation.
Figure 2.
Figure 2. Foliar and soil Ntot of black spruce and jack pine in the control treatment (C), i.e., without a mechanical site preparation, with standard mechanical site preparation (MSP) and with a standard MSP followed by systematic planting of alder (MSP + AC). Data are presented as mean ± standard deviation.
Table 1.
Table 1. ANOVA results for δ15N (‰) and Ntot (g kg−1) of needles and soil between silviculture scenarios and conifer species.
 NeedlesSoil
Effect (fixed)Degrees of freedomaFpDegrees of freedomaFp
δ15N
Silviculture scenario2, 60.0840.9212, 11.90.5250.604
Species1, 60.8120.4021, 11.90.2640.617
Silviculture scenario × species2, 61.5360.2892, 11.90.4600.642
Ntot
Silviculture scenario2, 122.5800.1172, 63.2010.113
Species1, 12135.182<0.0011, 67.0310.038
Silviculture scenario × species2, 120.2090.8152, 62.2730.184

Note: Values in bold indicate a significant effect at α < 0.05.

a
Degrees of freedom presented as numerator, denominator. Denominator degrees of freedom were calculated with the Satterthwaite method (Littell et al. 2006).

Light interception and competition for light

The ratio of full sunlight received by seedlings was significantly lower in the presence (76% ± 11%) than in the absence of alder (96% ± 1.3%) for both conifer species (Table 2). The conifer species had no effect on the ratio of full sunlight received by the seedlings (Table 2).
Table 2.
Table 2. ANOVA results for ratio of full sunlight received by the seedlings between two silviculture scenarios (mechanical site preparation and mechanical site preparation + Alnus alnobetula subsp. crispa) and conifer species.
Effect (fixed)Degrees of freedomaFp
Silviculture scenario1, 3.811.7670.027
Species1, 4.00.6890.456
Silviculture scenario×species1, 3.81.0370.370

Note: Values in bold indicate a significant effect at α < 0.05.

a
Degrees of freedom presented as numerator, denominator. Denominator degrees of freedom were calculated with the Satterthwaite method (Littell et al. 2006).
In the MSP + AC treatment, the root collar diameter, and the height of both conifer species significantly decreased with the increase of angular height (F1;374.86 = 107.05, p < 0.001 and F1;416.41 = 152.29, p < 0.001 for diameter and height, respectively, Fig. 3). After six growing seasons, root collar diameter and height were higher for jack pine than for black spruce (F1;4.93 = 223.82, p < 0.001 and F1;4.25 = 57.54, p = 0.001 for diameter and height, respectively, Fig. 3). Competition from alder, as inferred from angular height, was marginally higher on jack pine than on black spruce (significant interaction angular height × species, F1;240.30 = 4.14, p = 0.043 and F1;399.54 = 4.68, p = 0.031 for diameter and height, respectively, Fig. 3).
Figure 3.
Figure 3. Root collar diameter (RCD, mm) and height (H, cm) of black spruce and jack pine after six growing seasons, as a function of angular height (A, ˚) in the mechanical site preparation followed by systematic planting of alder treatment during this same season. When A < 0, conifer seedlings are taller than the nearest alder seedlings. Lines represent the linear regression of root collar diameter or height as a function of the angular height with the following equations: RCD = −0.07290A + 15.08393 and H = −0.32140A + 70.30002 for black spruce, and RCD = −0.10756A + 28.57438 and H = −0.45695A + 112.66465 for jack pine.

Net outcome of facilitation and competition on growth

Jack pine showed greater growth in root collar diameter and height than black spruce over the first six growing seasons after planting (Fig. 4, Tables 3 and 4). The effect of silviculture scenario on growth was significant and differed between species (significant silviculture scenario × species interaction, Tables 3 and 4). Moreover, this interaction between silviculture scenario and species differed between growing seasons (significant three-way interaction silviculture scenario × species × number of growing seasons). Black spruce root collar diameter and height were significantly higher in the MSP and MSP + AC treatments than in C plots from the third and fifth seasons onward, respectively (Fig. 4) but was similar between the MSP and MSPS + AC scenarios during the six years of our study (Fig. 4). For jack pine, we observed a significant difference in seedling height and diameter between the C treatment and the other scenarios from the third growing season after planting onward. From the third and the fifth growing seasons after planting onward, jack pine diameter and height were higher with than without alder in scenarios with standard mechanical site preparation (significant difference between MSP and MSP + AC, Fig. 4).
Figure 4.
Figure 4. Evolution of root collar diameter (mm) and height (cm) of black spruce and jack pine for each silviculture scenario (C: control treatment; MSP: standard mechanical site preparation; MSP + AC: standard mechanical site preparation followed by systematic planting of alder) from the first to the sixth growing seasons after planting. Data are presented as mean ± standard deviation. Different letters show a significant difference at α < 0.05 between treatments for each species × number of growing seasons combination.
Table 3.
Table 3. ANOVA results for plant root collar diameter among silviculture scenarios, conifer species, and number of growing seasons after planting.
Effect (fixed)Degrees of freedomaFp
Silviculture scenario2, 8.031.8<0.001
Species1, 11.8334.4<0.001
Number of growing seasons4, 2727.112713.4<0.001
Silviculture scenario × species2, 11.89.70.003
Silviculture scenario × number of growing seasons8, 2727.2423.9<0.001
Species × number of growing seasons4, 2727.1453.9<0.001
Silviculture scenario × species × number of growing seasons8, 2727.110.5<0.001

Note: Values in bold indicate a significant difference at α < 0.05.

a
Degrees of freedom prsented as numerator, denominator. Denominator degrees of freedom were calculated with the Satterthwaite method (Littell et al. 2006).
Table 4.
Table 4. ANOVA results for plant height among silviculture scenarios, conifer species, and number of growing seasons after planting.
Effect (fixed)Degrees of freedomaFp
Silviculture scenario2, 20.238.0<0.001
Species1, 20.488.7<0.001
Number of growing seasons4, 5417.660230.3<0.001
Silviculture scenario × species2, 20.44.60.022
Silviculture scenario × number of growing seasons8, 5417.7616.0<0.001
Species × number of growing seasons4, 5417.6798.2<0.001
Silviculture scenario × species × number of growing seasons8, 5417.742.3<0.001

Note: Values in bold indicate a significant difference at α < 0.05.

a
Degrees of freedom presented as numerator, denominator. Denominator degrees of freedom were calculated with the Satterthwaite method (Littell et al. 2006).

Discussion

Facilitation for N nutrition

As expected, alder fixed atmospheric N2 for growth in these plantations. Indeed, the foliar δ15N of alder was significantly closer to ambient air δ15N and showed very small variability compared with black spruce and jack pine, as should be expected when N is taken from a homogenous source. Conversely, the foliar δ15N of conifers presented higher variability reflecting the spatial variability of soil δ15N. However, we detected no facilitative effect of alder through nutrition on the planted conifers during their sixth growing season (no significant difference in foliar and soil δ15N and Ntot between silviculture scenarios), although soil N concentration under jack pine tended to be higher in the presence of alder (but not significantly). Fixation of atmospheric N by alder under field conditions has been known for several decades (Bond 1956). The presence of alder in conifer stands thus increases soil fertility, levels of N, and exchangeable base cations (Binkley et al. 1992). For instance, lodgepole pine (Pinus contorta) foliar N concentration decreased by 20% with Sitka alder (Alnus viridis) density reduction (from 2000 to 0 clumps ha−1) (Brockley and Sanborn 2003). It is thus surprising that we did not detect these effects in our experiment. One reason might be related to the low input to soil N by alder relative to the total soil N pool on the site. Also, the additional N uptake by conifers in alder-planted plots might have occurred but remained undetected with isotopic analyses because of the dilution of δ15N in plant tissues.

Competition

The presence of alder decreased available light to the planted conifers by 21%, on average. Jack pine was slightly more affected by light competition than black spruce, as shown by the more negative slope between root collar diameter and angular height for jack pine than black spruce, an effect compatible with the fact that black spruce is more shade tolerant than jack pine (Bérubé-Deschênes et al. 2017). These results reinforce those of Thiffault and Hébert (2017) determined over the three first growing seasons.
The fast growth of alder and its negative effects on seedling and tree growth via competition for light, has been shown for conifer species (Haeussler and Coates 1986; Jobidon 1995; Fang et al. 2019).
Alder could also have negatively influenced the water availability of conifer species. The level of plant water stress can be assess using foliar or wood isotopic discrimination for 13C (Δ13C) as in nonstressful conditions, plants favor the absorption and the assimilation of 12C and thus are depleted in 13C relative to the air (Farquhar et al. 1989). However, the absence of difference in foliar Δ13C between silviculture scenarios for both conifer species led us to reject this hypothesis (data not shown).

Net outcome of facilitation and competition on growth

Although in the plots where alder cohabits with the conifers (MSP + AC), alder exerted a significant negative effect on both species diameter and height, jack pine net growth increased in the presence of alder, and the net growth of black spruce was not influenced by the latter (difference between MSP and MSP + AC) (Table 5). These results are in line with the early results of Thiffault and Hébert (2017) who found a facilitative effect of alder on conifer regeneration in this subarctic ecosystem but did not clearly identify the mechanisms at play. The aim of our study was to identify the specific mechanism underlying the facilitative effect of alder on conifer species. Overall, our results do not support our hypothesis of a facilitative effect via nutrition of alder on growth of black spruce and jack pine during this early successional stage at this subarctic site (Table 5). The positive effect of alder on jack pine growth and the absence of negative effect on black spruce growth, however, suggest that facilitative interactions have indeed occurred, but we did not capture them with the variables we have monitored or the precision of our measurements. For example, alder might have increased soil inorganic N availability enough so that less photosynthates had to be invested in mycorrhizal symbioses to maintain the same nutritional status. Other potential facilitation mechanisms also include protection from harsh environmental conditions (e.g., freeze–thaw cycle, soil temperature) (Haeussler and Coates 1986).
Table 5.
Table 5. Synthesis of the facilitative and the competitive effects of American green alder on root collar diameter (RCD) and seedling height (H) of planted black spruce and jack pine.
  Competition for lightNet outcome on growth
Planted speciesFacilitation via nutritionRCDHRCDH
Black spruce
Jack pine↓↓↓↓

Note: ↑, positive effect; ↓, negative effect; —, no effect.

In northern Alberta, Canada, no relationships were found between soil N and alder (Alnus crispa) abundance and between foliar N of lodgepole pine (Pinus contorta) and white spruce (Picea glauca) and alder abundance, suggesting no nutritional benefit from alder, whereas it competed for light (Cortini and Comeau 2008). On an Alaska floodplain, competition for light by alder (Alnus tenuifolia) on willow (Salix alaxensis), poplar (Populus balsamifera), and white spruce (Picea glauca) seedling growth was higher than facilitative interactions through soil nitrogen addition (Walker and Chapin 1986). The results of a long-term experiment on the same region showed that the presence of alder (Alnus incana) initially increased the survival and the growth of white spruce and then, within six years after canopy closure, decreased them (Chapin et al. 2016). However, in our study, facilitation might prevail over time as alder litter accumulates. Such a pattern was observed in a 15-year study in southern interior British Columbia, Canada, in which stand composition was manipulated from pure lodgepole pine to mixtures with native Sitka alder or herbs (Simard et al. 2006). Controlling the density of the planted alder could be efficient to balance the facilitative and competitive effects on conifer growth (Jobidon 1995). For example, Fang et al. (2019) suggested that 100–400 red alder (Alnus rubra) trees per hectare could improve soil N level on nutrient-poor sites without substantially decreasing stand volume of western redcedar (Thuja plicata) and Douglas fir (Pseudotsuga menziessi). Légaré et al. (2004) evidenced higher diameter and height of black spruce in mixed-stand with proportion of aspen (Populus tremuloides) less than 41% of the total stand basal area.
Longer-term studies are needed to evaluate the net outcome of the facilitative and competitive interactions between alder and the planted conifers in this harsh subarctic ecosystem. Indeed, this net outcome would be dependent on individualistic site and community features that can lead to divergent successions detectable only decades later (Simard et al. 2006; Chapin et al. 2016).

Acknowledgements

We are indebted to Jacques Carignan, Maïté Brémont, and Laura Gillot for their contribution to field work and to Evelyne Gaillard for her technical assistance. We thank Josianne DeBlois and Lise Charette for statistical advice and the staff of the Laboratoire de chimie organique et inorganique of the Direction de la recherche forestière—Ministère des Forêts, de la Faune et des Parcs (DRF-MFFP) for conducting the chemical analyses. Funding for this project was provided by the Natural Sciences and Engineering Research Council of Canada (strategic project n° 341051728), Mitacs (Accelerate Grant), and Ouranos, in collaboration with DRF-MFFP (project n° 142332106) and the Canadian Forest Service (Sustainable Forest Management and Fibre Solutions programs). We thank two anonymous reviewers for their useful comments on the manuscript.

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Information & Authors

Information

Published In

cover image FACETS
FACETS
Volume 5Number 1January 2020
Pages: 166 - 181
Editor: Mark Mallory

History

Received: 10 December 2019
Accepted: 4 February 2020
Version of record online: 26 March 2020

Data Availability Statement

All relevant data are within the paper.

Key Words

  1. biotic interactions
  2. boreal forests
  3. N fixation
  4. nurse plant
  5. harsh subarctic ecosystem
  6. restoration plantations

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Plain Language Summary

Could alder plantation help promote conifer growth in boreal forests?

Authors

Affiliations

Morgane Urli [email protected]
Université Laval, Centre d’étude de la forêt, Faculté de foresterie, de géographie et de géomatique, rue de la Terrasse, Québec, QC G1V 0A6, Canada
Direction de la recherche forestière, Ministère des Forêts, de la Faune et des Parcs, 2700 Einstein, Québec, QC G1P 3W8, Canada
Nelson Thiffault
Institut de Recherche sur les Forêts, Université du Québec en Abitibi-Témiscamingue, 445 boul. de l’Université, Rouyn-Noranda, QC J9X 5E4, Canada
Natural Resources Canada, Canadian Forest Service, Canadian Wood Fibre Centre, 1055 du P.E.P.S., P.O. Box 10380, Stn. Sainte-Foy, Québec, QC G1V 4C7, Canada
Daniel Houle
Direction de la recherche forestière, Ministère des Forêts, de la Faune et des Parcs, 2700 Einstein, Québec, QC G1P 3W8, Canada
Science and Technology Branch, Environment Canada and Climate Change, 105 McGill St., Montreal, QC H2Y 2E7, Canada
Sylvie Gauthier
Natural Resources Canada, Canadian Forest Service, Laurentian Forestry Centre, 1055 du P.E.P.S., P.O. Box 10380, Stn. Sainte-Foy, Québec, QC G1V 4C7, Canada
Yves Bergeron
Institut de Recherche sur les Forêts, Université du Québec en Abitibi-Témiscamingue, 445 boul. de l’Université, Rouyn-Noranda, QC J9X 5E4, Canada
Département des sciences biologiques, Université du Québec à Montréal, C.P. 8888, Succursale Centre-Ville, Montréal, QC H3C 3P8, Canada

Author Contributions

NT conceived and designed the study.
MU performed the experiments/collected the data.
MU, NT, and DH analyzed and interpreted the data.
NT, DH, and YB contributed resources.
All drafted or revised the manuscript.

Competing Interests

The authors have declared that no competing interests exist.

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