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Trees
Structure and Function
ISSN 0931-1890
Trees
DOI 10.1007/s00468-018-1755-3
The influence of climate on the masting
behavior of Mexican beech: growth rings
and xylem anatomy
Ernesto Chanes Rodríguez-Ramírez,
Teresa Terrazas & Isolda Luna-Vega
1 23
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Vol.:(0123456789)
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Trees
https://doi.org/10.1007/s00468-018-1755-3
ORIGINAL ARTICLE
The influence ofclimate onthemasting behavior ofMexican beech:
growth rings andxylem anatomy
ErnestoChanesRodríguez‑Ramírez1· TeresaTerrazas2· IsoldaLuna‑Vega1
Received: 23 November 2017 / Accepted: 21 August 2018
© Springer-Verlag GmbH Germany, part of Springer Nature 2018
Abstract
Key message The Mexican beech undergoes masting events, on average, every 5.5years. These events depend directly
on precipitation.
Abstract Climate change has considerably impacted the protective functions of tropical montane cloud forests, possibly
influencing the synchronicity of phenological processes and the distribution and physiology of plants. In particular, climatic
fluctuations cause changes in the distribution of tree species. Mexican beech (Fagus grandifolia subsp. mexicana) is con-
sidered an endangered species, due to its restricted distribution and its being a Miocene relict, limited to tropical montane
cloud forests in the mountains of the Sierra Madre Oriental in eastern Mexico. We analyzed the influence of temperature and
precipitation in prompting changes to tree-ring width, as well as vessel frequency and diameter, of Mexican beech in eastern
Mexico. We used growth rings and xylem vessels traits to infer the historical masting events of Mexican beech over the last
128years. We obtained independent chronologies for Mexican beech in each of the studied sites, dating back 152–178years.
Precipitation was strongly associated with differences in tree-ring width between masting and non-masting years. Our study
highlights the use of dendroecological research to detect climate-induced modifications in the vessel frequency and diameter
of tree species inhabiting tropical montane cloud forests. This association also explained differences in vessel frequency
and diameter recorded before, during, and after masting events. Our results revealed that Mexican beech undergoes masting
events every 5.5years on average, and that these events directly depend on minimum annual precipitation. In conclusion, our
results advance our understanding on the plasticity of growth rings and vessels traits (frequency and diameter) in response
to fluctuation in precipitation.
Keywords Climate variables· Dendromastecology· Fagus grandifolia subsp. mexicana· Tropical montane cloud forest·
Xylem vessels· Masting
Introduction
Climate change is likely to have serious impacts on the pro-
tective functions of tropical montane cloud forests world-
wide(Webster 1995). Climatic fluctuations significantly
influence the phenology, distribution and physiology of
plants (Speer 2010; Ming-Lee etal. 2015). Although cycles
of climate change extend over centuries and millennia (e.g.,
climatic variations), current global warming is expected to
generate similar climatic fluctuations over the following dec-
ades. The rapid rate of change is expected to have a direct
effect on the capacity of forest species to adapt to future
climatic conditions (Helama etal. 2004;Tinoco-Rueda etal.
2009; Schoene and Bernier 2012; Rehm etal. 2015). More
specifically, ongoing precipitation and temperature varia-
tions might have a severe impact on tropical montane cloud
forests by influencing the phenology and distribution of sev-
eral plant species in these communities.
Apart from deforestation, current climate change repre-
sents the greatest threat to tropical montane cloud forests,
due to changes in the patterns of precipitation and cloud
Communicated by A. Bräuning.
* Isolda Luna-Vega
luna.isolda@gmail.com;
isolda_luna-vega@ciencias.unam.mx
1 Laboratorio de Biogeografía y Sistemática, Facultad de
Ciencias, Universidad Nacional Autónoma de México,
MexicoCity, Mexico
2 Departamento de Botánica, Instituto de Biología,
Universidad Nacional Autónoma de México, MexicoCity,
Mexico
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immersion (e.g., fog, mist and cloud water), which are asso-
ciated with rising temperatures, habitat fragmentation, and
increasing green-house gas emissions (Price etal. 2011;
Ponce-Reyes etal. 2012). Reduced cloud immersion and
increased evapotranspiration, resulting from global warm-
ing, directly influence several ecological and phenological
processes in tropical montane cloud forests plant species,
such as masting events (Price etal. 2011; Esperón-Rodríguez
and Barradas 2015; FAO 2015).
Masting behavior occurs in many tree species in temper-
ate regions (Harper 1977), serving as an adaptive strategy to
climatic variation and/or as a strategy to avoid seed preda-
tion (Kelly 1994; Pearse etal. 2016). Several studies have
shown that temperature, precipitation, and phenological
events in masting years directly affect growth-ring width
and vessel traits (García-González and Fonti 2008; Fonti
etal. 2010;Speer 2010; González-González etal. 2013).
In recent decades (since 2001), dendroecological research
has provided important tools for describing historical–eco-
logical events and phenological variation in forest species
(Schweingruber 1996;Speer 2010; D´Arrigo etal. 2014;
Hacket-Pain etal. 2015; Amoroso etal. 2017). Such events
are inferred from variation in tree-ring width and vessel
traits, which, in turn, are used to reconstruct the forest his-
tory of relict and endemic tree species (Gareca etal. 2010;
Génova and Moya 2012; Rita etal. 2015). Several authors
have analyzed various environmental factors (e.g., maximum
and minimum temperature and precipitation) associated with
the timing of mass flowering in beech trees (Övergaard etal.
2007; Kon and Noda 2007; Sawada etal. 2008; Latte etal.
2015). Most of these authors suggest that flowering mostly
occurs after years with benign environmental conditions,
such as high temperatures during the summer months.
These environmental conditions promote high rates of car-
bon assimilation by trees, leading to enhanced flower bud
development and beechnut production. Several authors have
studied different factors that trigger flowering and, in conse-
quence, beechnut production. Masting events typically occur
after 2years with high temperature and low precipitation
during the summer months, preceded by a year with low
summer temperature and high precipitation (Matyas 1965;
Norton and Kelly 1988; Piovensan and Adams 2005; Över-
gaard etal. 2007; Burns 2012; Etemad and Sefidi 2017).
Temperature represents one of the most important envi-
ronmental factors affecting the growth of Fagus worldwide
(Fang and Lechowicz 2006). In addition, several authors
have suggested that high summer temperatures (June–July),
in a particular year, are strongly associated with the onset
of masting in Fagus during the following year (Ehnis 1981;
Suzuki etal. 2005; Kon and Noda 2007; Bradshaw etal.
2010; Hacket-Pain etal. 2015). For instance, Bayramza-
deh etal. (2008) and Noyer etal. (2017) reported that
vessels of Fagus trees develop structural modifications in
response to climatic and phenological events. These cli-
matic events (e.g., high temperature and precipitation) are
detected through temporal variations in tree-ring width in
angiosperms and gymnosperms, partly due to the increased
recovery-times of trees after such events (Speer 2010; Bry-
ukhanova and Fonti 2013).
Fagus grandifolia subsp. mexicana (Mexican beech) is a
Miocene relict species that is endemic to the tropical mon-
tane cloud forests of eastern Mexico. This species occurs at
elevations of 1450–1987m and is considered as endangered
under Mexican law (Téllez-Valdés etal. 2006;SEMARNAT
2010; González-Espinosa etal. 2011). Reports suggest that
Mexican beech diverged from Fagus grandifolia Ehrh, which
inhabits the USA and Canada, approximately 7 million years
ago (Manos and Stanford 2001; Denk and Grimm 2009).
Mexican beech exhibits synchronic masting, which might be
the result of autoecological reproductive strategies or a prod-
uct of environmental changes, such as persistent droughts
(Kelly 1994; Piovensan and Adams 2005).
The most extensive and least disturbed Mexican beech
forests are located in the state of Hidalgo, in eastern Mexico
(Rodríguez-Ramírez etal. 2013). These forests are character-
ized by the presence of masting events at every 2- to 8-year
intervals (Ehnis 1981; Pérez-Rodríguez 1999). It was found
that Mexican beech is susceptible to climatic variations,
such as those associated with higher elevations, drought,
and seasonal frosts (Ehnis 1981; Rodríguez-Ramírez etal.
2016, 2018). Natural disturbances, such as strong winds,
hurricanes, and storms, regulate the development of Mexi-
can beech forests (Peters 1992), causing suppression and
release events in tree-ring width (Peters 1995).
The relationship between tree-ring width and vessel traits
in masting events of Mexican beech trees and the climatic
factors that trigger these processes remain largely unknown
(Rodríguez-Ramírez etal. 2018). Because of this, our main
aim is to reconstruct historical masting events of Mexican
beech trees using dendroecological methods. The objec-
tives of this study are: (1) to identify how precipitation and
temperature are associated with masting events, and (2) to
identify if any differences exist in tree-ring widths and ves-
sel traits (e.g., diameter and frequency) between masting
and non-masting years occurring between the years 1980
and 2012.
Materials andmethods
Study area
We selected three fragments of Mexican beech forests
located in the Sierra Madre Oriental, which stretches
in a north–south direction throughout eastern Mexico
(Fig.1). Temperate climate (Cb sensu García 1988)
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was characterized by mild temperatures (14.5–24.4°C),
including a dry cool season from November to January,
a dry warm season from early February to May, cool
summers (June–July) and a wet cool season from August
to October. Humidity levels are in the range of 60–85%
(Peters 1995; Williams-Linera etal. 2002). The soils of
the sites are vitric (Tv) and humic (Th) andosols (FAO-
UNESCO 1988) with light sandy-clay loam texture and
pH values of 4 to 6 (Peters 1995).
The Mexican beech forests are characterized by domi-
nant tree species with Holarctic affinities, such as Mexi-
can beech (F. grandifolia subsp. mexicana), Martínez
spruce (Picea martinezii T. F. Patterson), Mesoameri-
can yew (Taxus globosa Schltdl.), Magnolia (Magnolia
schiedeana Schltdl.), Patula pine (Pinus patula Schltdl.
& Cham.), Aztec pine (Pinus teocote Schltdl. & Cham.),
several oak species (Quercus meavei Valencia-A., Sabás
& Soto, Q. delgadoana S. Valencia, Nixon & L. M. Kelly
and Q. trinitatis Trel.), sweetgum (Liquidambar styraci-
flua L.), and Mexican Clethra (Clethra mexicana DC.).
These species are intermingled with evergreen tree spe-
cies with Neotropical affinities, such as Zapotillo (Sider-
oxylon portoricense subsp. minutiflorum (Pittier) T.D.
Penn.), Tarflower (Befaria aestuans L.), sweetwood
(Nectandra spp.), wild avocado (Persea spp.), and Sabino
(Podocarpus matudae Lundell) (Gual-Díaz and Rendón-
Correa 2014; Rzedowski 2015).
Sample collection andchronology development
At each site, 20 dominant Mexican beech trees were
selected (N = 60) based on the criteria established by Peters
(1992) and Hukusima etal. (2013): (1) diameter at breast
height (DBH) > 40cm; (2) a height of 10–25m; and (3)
no evidence of scars or rot. For each tree, two cores were
sampled at 1.3m (breast height) with a Häglof® borer. We
obtained a total of 120 wood cores from the three sites. At
each site, we revised three complete cross-section discs
from fallen trees as samples of growth patterns of Mexican
beech in each locality and to detect ecological events (e.g.,
fire scars, defoliations, growth suppressions, and releases)
affecting the forests (Fritts 1976). Sampled dominant
Mexican beech trees were selected randomly within each
site, ensuring that they encompassed the greatest possible
variation in habitat characteristics (e.g., slopes ranging
from 0.45° to 43.8° and distances of 30–500m from water
bodies).
The wood cores were dried at room temperature and were
then mounted and polished with successively coarse grits
(100 and 360) and fine grit sandpapers (400, 600, 3800, and
10,000) until the xylem cellular structure was visible in the
transverse plane. Tree-ring series along the cores were dated
by assigning calendar years to the rings through the identi-
fication of characteristic ring sequences (e.g., assigning to
each ring the year in which growth started) as suggested by
Fig. 1 Geographical location of
the three study sites of Fagus
grandifolia subsp. mexicana
(Mexican beech) in the tropical
montane cloud forests of the
Sierra Madre Oriental, Mexico.
A La Mojonera; B Medio
Monte; C El Gosco
20° 38’
98° 36
’
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Stokes and Smiley (1968) and Rozas etal. (2015). This dat-
ing was verified with software COFECHA (Holmes 1983;
Grissino-Mayer 2001). We measured tree-ring widths using
a stereoscopic microscope and a Velmex tree-ring measuring
system with 0.001mm accuracy using the software TSAP-
Win v. 4.67c (Rinn 2003). The computer software COFE-
CHA allowed the identification of missing tree rings and
cross-dating errors. For the analyses, we excluded 60 wood
cores that were in poor condition (e.g., cores with evidence
of decay, cores that were not properly mounted, or cores
of short length) following the recommendations of Rozas
(2001).
To obtain the average of detrended tree-ring width indices
(RWI), we standardized raw ring-width series with autore-
gressive modeling to remove serial correlation using the
ARSTAN computer program (Cook and Holmes 1995). We
removed the non-climatic trends from each tree-ring series
using a cubic spline with a 50% response at 10-year periods.
This approach was flexible enough to accentuate high-fre-
quency climatic information and to reduce white noise from
non-climatic variance related to ontogenetic trends and/or
local disturbances (e.g., droughts, strong winds, hurricanes
and storms). Through this, we enhanced inter-annual vari-
ability, possibly related to masting events and the produc-
tion of narrow tree rings (Dittmar and Elling 2007; Gareca
etal. 2010; Drobyshev etal. 2014; Rodríguez-Ramírez etal.
2018).
We performed autoregressive modelling of each stand-
ardized series to remove temporal autocorrelation (Box
and Jenkins 1976) and maximize the climatic signal. To
produce a standardized chronology, the resulting indexed
series were averaged using a bi-weight mean to reduce the
influence of outliers (Cook and Holmes 1995). Temporal
autocorrelation in chronologies was prevalent, due to the
residual impact of growing conditions from previous years
(Speer etal. 2016).
Historical records ofMexican beech masting
We gathered data of past Mexican beech masting events
registered for each studied site for the years 1980, 1990,
1992, 1997, 2004, and 2012 (Ehnis 1981; Pérez-Rodríguez
1999; Godínez-Ibarra etal. 2007; Rodríguez-Ramírez etal.
2013). There are no records on masting events for other
Mexican beech populations along the distribution range of
this species.
Digitalization oftree‑ring width andvessels traits
For each site, we randomly selected five cores to obtain tree-
ring digital images for the recorded masting years, as well
as for the two consecutive years before and after masting
events. The wood cores were prepared using the finest grit
sandpaper (10,000) and eliminating any dust with a hair
drier. Since the ground tissue has very thick-walled fibers
and parenchyma cells with dark deposits, the vessels lumen
have a high contrast. In each digital image, we selected the
area occupied by each tree-ring between two wood rays (an
average of 7.5mm width × 9.1mm length). The area var-
ied with respect to tree-ring width before, during, and after
masting events [e.g., the widest and narrowest rings were
6.6mm width × 8.3mm length (ray to ray) and 2.5mm
width × 1.6mm length (minimum area of 54.7 and 4 mm2,
respectively; Fig.2)]. These digital images were captured
using a stereoscopic microscope (Axio Zoom.V16) with a
36 µm field of depth and saved in TIFF format with a digital
camera (AxioCam MRc 5, Zeiss) to a 1.3 µm resolution. Fig-
ure2 presents an example of a digitized cored with marked
radial tree-ring width and vessel traits (number of vessels/
mm2 and radial vessel diameter, µm); this technique has been
used successfully with other species (Venegas-González
etal. 2015). In each area, we quantified and measured all
the vessels present using the software ImageJ v. 1.5 with
manual detection (Java-based Image Processing, National
Institute of Health).
Reconstruction ofmasting events:
dendromastecology
Mast year reconstruction used two sources of data. We
first delimited the historical masting events in the tree-ring
digital image of trees from Medio Monte according to the
Tree-ring
2012
2013
2014
2011
2010
Mast year
Ray
201220041997 1992 1990 1980
100
mm
6.6 mm
8.3 mm
Fig. 2 Digitized images of a a representative wood-core of Mexi-
can beech. b Micro-section of the representative wood-core show-
ing annual tree rings (white lines) and vessels (white circles). Black
rectangles represent historical masting years and ENSO event (year
2012)
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historical records of Mexican beech masting. This region
is considered as containing the most representative and
best preserved Mexican beech forests studied (Rodríguez-
Ramírez etal. 2013).
Finally, we compare variation in tree-ring width and ves-
sel traits before, during and after masting year. We analyzed
10 randomly selected cores and captured tree-ring digital
images, for the years ranging from 1847 to 2015 in Medio
Monte to reconstruct historical masting events. The reason
for restricting the analyses is because beech masting gener-
ally occurs in trees ≥ 40years in age (Peters 1992; Droby-
shev etal. 2010; Hukusima etal. 2013). Thus, we set 1886
as our initial year in the chronologies.
Earlier studies have suggested 2- to 8-year intervals
between masting events (Rodríguez-Ramírez etal. 2013);
therefore, we used this range of years to identify the tree-ring
patterns around the recorded masting years. We used data on
growth rings, before, during and after masting year to detect
differences in tree-ring width and vessel traits.
Climate data
Several authors have suggested that mass flowering in
beeches worldwide is triggered by two previous years with
high summer temperature and low precipitation, preceded by
a year with low summer temperature and high precipitation
(Piovensan and Adams 2005; Kon and Noda 2007; Över-
gaard etal. 2007; Drobyshev etal. 2010; Ascoli etal. 2017).
To evaluate the association between temperature and
precipitation with the masting data registered for Mexi-
can beech trees, we gathered climate data for the period
1978–2011 (http://clico m-mex.cices e.mx/). These data
included mean monthly values for minimum, average and
maximum temperatures (Tmin, Tavg, and Tmax), as well as total
annual precipitation (Prec) of a single year with the lowest
rainfall. We considered climatic data 2years before each
masting event (e.g., 1978, 1979, 1988, 1989, 1990, 1991,
1995, 1996, 2002, 2003, 2010, and 2011), which were cor-
roborated using information from Climate-data.org (http://
es.clima te-data.org/).
Variation ranges ofthetree‑ring widths andvessel
traits
We analyzed data on mean maximum temperatures and
Prec from climatic reconstructions for the State of Hidalgo
(Cardoza-Martínez etal. 2013). To complete the missing
information, we used the Drought-Net database (http://
www.droug ht-ne t.org/) (Lemoine etal. 2016). This approach
allowed the detection of narrow rings (≤ 1.00mm) in the
tree-ring digital images resulting from drought events, as
suggested by Rozas etal. (2015).
We performed an Analyses of Variance (ANOVA) and
Tukey multiple comparisons to assess if the values of tree-
ring widths and vessel traits (frequency and diameter) dif-
fer significantly between drought years, non-masting years
(NMY) and masting years (MY) in the studied forests. The
analyses were performed using the R-library vegan in R
(Version 2.14.0, http://www.r-proje ct.org; Oksanen etal.
2016).
Influence ofclimate ontree‑ring width andvessels
traits
To test the relationship between climatic variables (Tmax,
Tmin, Tavg and Prec) and tree-ring width and vessels traits,
we performed three non-metric multidimensional scaling
(NMDS) analyses. This approach allowed for the detection
of differences between tree-ring width developed in MY and
NMY, and to identify which climatic variables influence
tree-ring width and vessel traits.
NMDS ordination was based on Bray-Curtis distances
and 20 randomizations to determine the most stable solu-
tion. In addition, Wisconsin double standardization and R2
transformation were used as measures of ecological distance
(Kenkel and Orlóci 1986). An advantage of this method is
that the procedure is less dependent on data distribution than
constrained methods, such as principal component analyses.
The data were computed using the R-library vegan in the
statistical software R.
To evaluate the NMDS, we used the stress-plot function
and the Stress index to estimate R2 values between the vec-
tors and values of the ordination (R). The vectors for cli-
matic factors (Tmin, Tavg, Tmax, and Prec) and centroids were
superimposed using the envfit function. We used the ordisurf
function (within the vegan library) to draw the climatic vari-
ables in the space defined by two NMDS axes. Ordisurf fits
smooth surfaces on the ordination using Generalized Addi-
tive Models (GAMs) with thin-plate splines (Wood 2000;
Kindt and Coe 2005; Borcard etal. 2011). This approach
allowed us to observe the relationship of climatic variables
with tree-ring width and vessels traits. We used the Gener-
alized Cross-Validation statistic (GCV score) to select the
optimum model and minimize prediction error (Arlot and
Celisse 2010).
Results
Dendromastecology ofMexican beech
The independent chronologies for Mexican beech extended
up to 188years for La Mojonera, 168 for Medio Monte,
and 152 for El Gosco. A correlation between the three sites
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was detected, where the mean sensitivity to climatic varia-
bles was high and similar among sites (Table1). Decreased
radial growth was associated with several historical ENSO
events (e.g., 1828–1830, 1850–1866, 1869–1890, 1905,
1913, 1918, 1929–1930, 1940, 1963, 1970, 1972, 1976,
1983, 1991, 1997, and 2012; Fig.3a).
The climatic reconstruction of Cardoza-Martínez
etal. (2013) for the state of Hidalgo, together with data
from Drought-Net, allowed us to recognize in the tree-
ring digital images of trees from Medio Monte, 15 addi-
tional historical masting events for Mexican beech trees,
to detect short 2-year periods (1955–1956, 1990–1992)
between masting events (Fig.3b). Notwithstanding, the
dendrochronological reconstruction of historical mast-
ing events showed two 8-year periods (1926–1934,
2004–2012) between MY (Fig.3b). Interestingly, these
periods revealed precipitation values ranging from 1748
to 1798mm, with a mean of ≥ 1750mm (Fig.3c). We
estimated a mean of 5.5years between MY recorded for
Mexican beech in the state of Hidalgo. Likewise, we iden-
tify differences between tree-ring digital images and ves-
sel traits formed during drought events, NMY and those
associated with MY. ANOVA showed that statistically sig-
nificant differences were present for vessel frequency and
diameter in the Mexican beech forests studied (Table2).
Vessel frequency and diameter were significantly higher
in NMY and decreased in MY (P < 0.05). Both traits dur-
ing the MY decreased one-fold or more compared to
drought events and NMY, maintaining the negative scaling
between these two variables (rsMY-0.27, P < 0.05). Not-
withstanding, tree-ring widths did not differ significantly
between NMY’s, drought years and MY’s (Fig.4a); the
same pattern was maintained for the reconstructed MY
events (Fig.4b).
Linking climate variation withtree‑ring width
andvessel traits
Ordination using NMDS showed that Prec was significantly
associated with tree-ring width at the three sites (Fig.5a;
GCV score: 0.044; stress: 0.104). In turn, Prec had a consid-
erable effect on vessel diameter and frequency (Fig.5b, c;
GCV score: 0.013, 0.044; stress: 0.120, 0.082). The NMDS2
values did not influence the Tmax for tree-ring width (Fig.5;
Table3). Notwithstanding, NMDS2 was slightly conspicu-
ous for Tmax with respect to vessel diameter and frequency
(Fig.5b, c).
Discussion
Tropical montane cloud forests drive important ecological,
hydrological, and climatological processes (Price etal.
2011). If tropical montane cloud trees begin to experience
drought conditions resulting in cavitation, forest die-off
might occur, leading to substantial changes in the growth
and regeneration capacity of many tree species. This study
shows that the radial growth of Mexican beech has been
affected by specific climatic events such as drought at each
Mexican beech forest studied (Fig.3; Table1). Compared
to the other two sites (La Mojonera and Medio Monte),
the Mexican beech trees at El Gosco were younger and had
lower rates of tree-ring width. This result reinforced the
observation that the Mexican beech forest at El Gosco has
been affected by anthropogenic and natural disturbances in
the recent past (Rodríguez-Ramírez etal. 2013). Possibly,
this effect might correspond to the phase of canopy clo-
sure, with the convergence of individual crowns and initia-
tion of intra-tree competition. This effect was observed by
Podocarpus salignus D. Don. in Chile (Rozas etal. 2016).
Climatic variations at each site might influence the tree-
ring width of beech trees (Gual-Díaz and Rendón-Correa
2014), which is reflected by the presence of narrow rings
(Fig.3).
Our results suggest that Mexican beech trees undergo
masting events, on average, every 5.5years and that these
events might be directly dependent on Prec. The results agree
with those obtained by Drobyshev etal. (2014) for Fagus
sylvatica from Europe. Climate change (e.g., high summer
temperature, ENSO events) involving diminished precipita-
tion might lead to the shortening of masting events (Fig.3).
Minimum annual precipitation plays a key role on tree-ring
width of Mexican beech trees (Fig.4; Table2), rather than
summer temperatures (Fig.3), as for other species of Fagus
Table 1 Growth-ring statistics for Fagus grandifolia subsp. mexi-
cana (Mexican beech) at the three study sites in the Tropical Montane
Cloud Forests of the Sierra Madre Oriental, Mexico
a Values obtained with COFECHA (Holmes 1999b)
b Values statistically different using a Mann–Whitney test (P = 0.01)
c Values obtained with ARSTAN (Cook and Holmes 1999)
Statistics La Mojonera Medio Monte El Gosco
Sampled trees 20 20 20
Crossdated seriesa24 28 28
Master series (years) 1828–2015 1847–2015 1863–2015
Crossdated ringsa2198 3094 2700
Series intercorrelationa0.67 0.68 0.71
Mean sensitivitya0.39 0.33 0.36
Autocorrelationa0.50 0.56 0.51
Mean/median age (years)b93.29/89 110.5/119.5 96.5/92
Common interval 1942–2015 1899–2015 1949–2015
Signal to noise ratioc27.10 16.21 21.72
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(Drobyshev etal. 2014; Hacket-Pain etal. 2015). These cli-
matic fluctuations (temperature and precipitation) are con-
gruent with the patterns observed in other deciduous tree
species in montane forests, such as Quercus ilex Lour., Olea
europea L., and Ilex aquifolium L. (Abrantes etal. 2013;
Rossi etal. 2013; Rita etal. 2015).
Our results revealed no significant associations between
tree-ring width and Tmax (Table3; Fig.5), which has been
proposed as the main factor affecting growth in other
species of Fagus with northern distributions (Suzuki
etal. 2005; Kon and Noda 2007; Bradshaw etal. 2010;
Drobyshev etal. 2014; Hacket-Pain etal. 2015). The par-
ticular growth pattern of Mexican beech is the result of
its southernmost distribution compared with other Fagus
species worldwide. This phenomenon reflects the different
plant associations and climatic conditions in which Mexi-
can beech thrive (Fang and Lechowicz 2006; Rodríguez-
Ramírez etal. 2016, 2018).
Fig. 3 a Ring-width chronolo-
gies for Mexican beech forests.
Black circles represent ENSO
events and gray squares histori-
cal masting. Gray areas indicate
the period (1978–2015) includ-
ing ring-width chronologies for
masting years. b Ring-width
chronologies and masting events
for the Medio Monte site. Black
arrows represent recorded
masting years and white arrows
represent reconstructed masting
years; and c reconstruction of
annual precipitation in eastern
Mexico for the period 1890–
2015 (modified from Cardoza-
Martínez etal. 2013)
ENSO events
Ring-width index (RWI)
0
0.5
1
1.5
2
2.5
3
Historical masting records
Medio Monte
La Mojonera
El Gosco
0
500
1000
1500
2000
2500
3000
3500
Annual precipitation (mm)
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
Ring width-i ndex (RWI)
A
B
Years
C
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The observed differences in tree-ring width between MY
and NMY in Mexican beech are indicative of the adaptive
mechanisms of these trees to masting and climatic events
(even ENSO events such as 2012, Figs.2, 4; Table2). The
production of narrow rings in response to masting events,
independent of climatic events (such as droughts), has also
been reported in other Fagus species [e.g., F. grandifolia
Ehrh in USA (Wason etal. 2017); F. crenata Blume in Japan
(Sawada etal. 2008); and F. sylvatica L. in Europe (Hacket-
Pain etal. 2015)]. Our results showed that tree-ring width
within the MY had narrower variation than that of NMY
or drought years. Therefore, instead of growth, resources
are assigned to beechnut production during MY because of
water deficits.
Our study revealed that vessel-related anatomical traits
(frequency and diameter) adjust in response to drought
events, NMY, and MY, corroborating the high plasticity
mentioned for other Fagus species (Bayramzadeh etal.
2008; Pourtahmasi etal. 2011; Yin etal. 2016; Noyer
etal. 2017). When a masting event occurs, Mexican beech
develops fewer and narrower vessels, even narrower than in
drought years (Fig.4), maintaining their negative scaling.
This finding is interesting because Mexican beech produces
narrow vessels during MY to ensure hydraulic safety. Thus,
vascular cambium modifications may be related with a
trade-off between growth (narrow vessels during short peri-
ods of time) and beechnut production (Fig.4). The plasticity
in vessel frequency and diameter regulates water-transport
efficiency, reflecting the ability of tropical montane cloud
trees to adapt to climatic fluctuations as droughts and phe-
nological events (Eller etal. 2017;vonArx etal. 2013;
Rodríguez-Ramírez etal. 2018). Further anatomical studies
of Fagus species worldwide are needed to understand vessel
plasticity during masting events.
Structural modifications were indicated in differences
in vessels traits during MY. These modifications might be
related to hormonal changes (Chan and Cain 1967; Aloni
1987; Tyree and Zimmermann 2002; Rita etal. 2015) and
environmental conditions, such as temperature, precipi-
tation, wind, and inter-annual differences (Kelly 1994;
Pearse etal. 2016). Similar modifications have been
observed in other beech trees species such as Fagus orien-
talis in Middle East (Eşen 2000;Pourtahmasi etal. 2011);
Fagus sylvatica in Europe (Hacket-Pain etal. 2015); and
F. crenata in Japan (Kabeya etal. 2017). In these species,
individual trees structurally modify their vessels before
masting (Speer 2001). However, other biotic and abiotic
factors (e.g., volatile organic chemicals, pathogens, fires,
pollution, environmental factors) are needed to gener-
ate specific structural changes, with carbon distribution
contributing to the modification of vessels traits and the
resulting development of narrow tree rings (Sass and Eck-
stein 1995; Anderegg and Meinzer 2015). Such narrow
tree rings appear to be essential for the onset of masting
events (Övergaard etal. 2007).
We used several dendroecological techniques to detect
differences in tree-ring width between MY and NMY
(Fig.5), which allowed for the reconstruction of historical
masting events that are not on record. Our results suggest
that reduced annual precipitation (814–998mm) directly
influences tree-ring width and vessel traits. This reconstruc-
tion suggests that masting events, both over short (2years)
Table 2 Values (mean ± SD
and CV) for the Mexican beech
forest studied
Bold values represent significant differences among variables as indicated by ANOVA and Tukey post hoc
tests at P < 0.05
Sites Tree-ring width (mm) Vessel frequency (Vessel/
mm2)
Radial vessel diameter
(µm)
Mean CV Mean CV Mean CV
La Mojonera
Drought year 0.81 ± 0.80 1.32 110 ± 103 10.3 85 ± 9.4 2.54
NMY 1.1 ± 1.12 0.8 250 ± 232 18.3 90.2 ± 10.1 5.87
MY 0.7 ± 0.7 1.12 70 ± 69 0.58 49 ± 5.01 1.0
Medio Monte
Drought year 0.80 ± 0.91 2.28 100 ± 112 1.9 91.4 ± 9.1 4.32
NMY 1.13 ± 1.45 3.84 120 ± 132 2.35 82 ± 8.7 4.56
MY 0.77 ± 0.70 1.0 72 ± 71 1.00 53 ± 5.1 3.9
El Gosco
Drought year 0.79 ± 0.79 2.27 150 ± 148 2.18 71 ± 8.1 19.4
NMY 1.0 ± 1.35 1.11 250 ± 249 6.27 92 ± 9.3 36.5
MY 0.81 ± 0.80 1.23 71 ± 72 1.00 48.9 ± 4.3 1.56
F2,22 = 5.00
P ≤ 0.0001 F2,22 = 7.18
P = 0.015 F2,22 = 2.37
P = 0.012
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and long (8years) time intervals, have occurred repeatedly
in the past when the required precipitation is reached (Fig.5)
as suggested by Peters (1995).
This study advances our understanding on the reproduc-
tive strategies of Mexican beech in the face of climatic
fluctuations, which appear to have a strong influence on
phenological events, such as masting synchrony (Vac-
chiano etal. 2016). The observed relationship of Prec with
tree-ring width and vessels traits shows that this species
has adapted to the southern part of its distribution range
by developing narrow rings and using its resources for
beechnut production.
Finally, we suggest that further research should focus
on how climatic phenomena (e.g., El Niño and La Niña
effects) and deforestation affect the masting behavior of
trees (Burns 2012; Fletcher 2015). More specifically,
future studies should address the possible reduction in
reproductive potential and survival of Mexican beech in
the tropical montane cloud forests of the Sierra Madre
Oriental.
0.2
0.4
0.6
0.8
1.0
1.2
1.4
1.6
1.8
2.0
2.2
0
50
100
150
200
250
300
P<0.05
)mm(htdiwgnir-eerT
)²mm(ycneuqerflesseV
*
*Represents a masting and a drought event
Drought yearsNMY MY
20
40
60
80
100
120
140
160
180
*
P<0.05
(retemaidlesseV m)
Tree-ring width (mm)
0.50
0.55
0.60
0.65
0.70
0.75
0.80
0.85
0.90
40
45
50
55
60
65
70
75
Reconstruction of historical MY
32
34
36
38
40
42
44
46
)²mm(ycneuqerflesseV
(retemaidlesseV m)
AB
Fig. 4 Box plots showing the variation ranges of the tree-ring width,
vessel frequency and diameter between drought years, NMY and MY.
The upper and lower limits of the boxes represent the 75 and 25th
percentiles, and whiskers represent the 90 and 10th percentile. Black
circles show outliers. The solid lines within each box indicate statis-
tically significant differences (P < 0.05). a Historical masting years;
and b reconstruction of historical masting events. *Shows masting
and drought events
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Author contribution statement ECHRR contributed in the
research by designing the experiment, writing the paper
and running the data analyses; TT helped writing the paper,
designing the experiment and running the data analyses; ILV
supervised and revised all the project stages, including the
manuscript writing.
Acknowledgements We wish to thank Osvaldo Franco-Ramos and
Lorenzo Vázquez-Selem for their help with tree-ring measurements
and for lending the necessary equipment; Susana Guzmán Gómez and
María del Carmen Loyola Blanco (Laboratorio de Microscopía y Foto-
grafía de la Biodiversidad II, Instituto de Biología, UNAM) for techni-
cal assistance with the digital photographs; Othón Alcántara-Ayala and
Rodrigo Ortega García for their support during field work; Ana Paola
Martínez-Falcón for assistance with the statistical analyses; Santiago
Ramírez-Barahona and Carlos Solís Hay for his critical observations.
This research was financed by the project PAPIIT IN223218. The first
author thanks the financial support granted by the postdoctoral fellow-
ship DGAPA-UNAM 2015-2016.
Compliance with ethical standards
Conflict of interest The authors declare that they have no conflict of
interest.
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