Tree species diversity alters plant defense investment in an experimental forest plantation in southern Mexico

How plant species diversity affects traits conferring herbivore resistance (e.g., chemical defenses), as well as the mechanisms underlying such effects, has received little attention. One potential mechanism for the effect of diversity on plant defenses is that increased plant growth at high diversity could lead to reduced investment in defenses via growth–defense trade‐offs. We measured tree growth (diameter at breast height) and collected leaves to quantify total phenolics in 2.5‐year‐old plants of six tropical tree species (N = 597 plants) in a young experimental plantation in southern Mexico. Selected plants were classified as monocultures or as polycultures represented by mixtures of four of the six species examined. Tree species diversity had a significant negative effect on total phenolics, where polycultures exhibited a 13 percent lower mean concentration than monocultures. However, there was marked variation in the effects of diversity on defenses among tree species, with some species exhibiting strong reductions in phenolic levels in mixtures, whereas others were unresponsive. In addition, tree species diversity had no effect on growth, nor was the negative effect of diversity on chemical defenses mediated by a growth–defense trade‐off. These results demonstrate that tree diversity can alter investment in chemical defenses in long‐lived tree species but that such effect may not always be under strong control by plant endogenous resource allocation trade‐offs. Regardless of the underlying mechanism, these findings have important implications for predicting effects on consumers and ecosystem function.     

Investment in defense and cost of predator-induced defense along a resource gradient

An organism’s investment in different traits to reduce predation is determined by the fitness benefit of the defense relative to the fitness costs associated with the allocation of time and resources to the defense. Inherent tradeoffs in time and resource allocation should result in differential investment in defense along a resource gradient, but competing models predict different patterns of investment. There are currently insufficient empirical data on changes in investment in defensive traits or their costs along resource gradients to differentiate between the competing allocation models. In this study, I exposed tadpoles to caged predators along a resource gradient in order to estimate investment in defense and costs of defense by assessing predator-induced plasticity. Induced defenses included increased tail depth, reduced feeding, and reduced swimming activity; costs associated with these defenses were reduced developmental rate, reduced growth, and reduced survival. At low resource availability, these costs predominately resulted in reduced survival, while at high resource availability the costs yielded a reduced developmental rate. Defensive traits responded strongly to predation risk, but did not respond to resource availability (with the exception of feeding activity), whereas traits construed as costs of defenses showed the opposite pattern. Therefore, defensive traits were highly sensitive to predation risk, while traits construed as costs of defense were highly sensitive to resource allocation tradeoffs. This difference in sensitivity between the two groups of traits may explain why the correlation between the expression of defensive traits and the expression of the associated defense costs was weak. Furthermore, my results indicate that genetic linkages and mechanistic integration of multiple defensive traits and their associated costs may constrain time and resource allocation in ways that are not addressed in existing models. Electronic supplementary material The online version of this article (doi:) contains supplementary material, which is available to authorized users.     

Quantitative and qualitative shifts in defensive metabolites define chemical defense investment during leaf development in Inga,a genus of tropical trees

Selective pressures imposed by herbivores are often positively correlated with investments that plants make in defense. Research based on the framework of an evolutionary arms race has improved our understanding of why the amount and types of defenses differ between plant species. However, plant species are exposed to different selective pressures during the life of a leaf, such that expanding leaves suffer more damage from herbivores and pathogens than mature leaves. We hypothesize that this differential selective pressure may result in contrasting quantitative and qualitative defense investment in plants exposed to natural selective pressures in the field. To characterize shifts in chemical defenses, we chose six species of Inga, a speciose Neotropical tree genus. Focal species represent diverse chemical, morphological, and developmental defense traits and were collected from a single site in the Amazonian rainforest. Chemical defenses were measured gravimetrically and by characterizing the metabolome of expanding and mature leaves. Quantitative investment in phenolics plus saponins, the major classes of chemical defenses identified in Inga, was greater for expanding than mature leaves (46% and 24% of dry weight, respectively). This supports the theory that, because expanding leaves are under greater selective pressure from herbivores, they rely more upon chemical defense as an antiherbivore strategy than do mature leaves. Qualitatively, mature and expanding leaves were distinct and mature leaves contained more total and unique metabolites. Intraspecific variation was greater for mature leaves than expanding leaves, suggesting that leaf development is canalized. This study provides a snapshot of chemical defense investment in a speciose genus of tropical trees during the short, few‐week period of leaf development. Exploring the metabolome through quantitative and qualitative profiling enables a more comprehensive examination of foliar chemical defense investment.     

Evolution of drought tolerance and defense: dependence of tradeoffs on mechanism, environment and defense switching

Plants evolve defenses against herbivores and pathogens in stressful environments; however, plants that evolve tolerances to other environmental stressors may have compromised defenses. Such tradeoffs involving defenses may depend on limited resources or otherwise stressful environments; however, the effect of stressful environments on defense expression might be different for different genotypes (G×E). To test these predictions, we studied genetic variation and co‐variation of drought stress tolerance and defenses at two levels of genetic variation: between and within closely related species. We did this across an experimental drought stress gradient in a growth room for species for which genetic variation in drought tolerance was likely. In apparent contrast to predictions, the species Boechera holboellii (Brassicaceae) from lower and dryer elevations had slower inherent growth rates and correspondingly higher total defensive glucosinolate concentrations than the closely related species B. stricta from higher elevations. Thus, B. holboellii was both drought tolerant and defended; however, optimality theory does predict tradeoffs between defense and growth. Differences between species in the direct effect of water deficiency on glucosinolate production did not obscure the grow‐or‐defend tradeoff. B. holboellii may also have been more resistant to the specialist herbivore Plutella xylostella; a trend that was less clear because it depended on plant development and water deficient conditions. At finer scales of genetic variation, there was significant variation among families and naturally occurring inbred lines of B. stricta in drought tolerance measured as inherent growth, the reaction norm of growth across drought treatments, shoot water potential, and transpiration rates. Evidence for tradeoffs was also found within B. stricta in genetic correlations between resistance and transpiration rates, or glucosinolates and growth rates. No G×E was detected at these finer scales of genetic variation, although sometimes the tradeoff was dependent on drought conditions. Direct effects of drought stress resulted in an apparent plastic switch between resistance and tolerance to damage, which might be a cost avoidance mechanism because tradeoffs never involved tolerance to damage. Thus, when drought tolerance is manifest as slow inherent growth rates, plants may also have relatively high defense levels, especially in stressful environments. Otherwise, defenses may be compromised by drought‐coping mechanisms, although plastic switches to less costly defenses may alleviate constraints in stressful environments.     

How do generalist consumers coexist over evolutionary time? An explanation with nutrition and tradeoffs

Generalist consumers commonly coexist in many ecosystems. Yet, eco-evolutionary theory poses a problem with this observation: generalist consumers (usually) cannot coexist stably. To provide a solution to this theory-observation dissonance, we analyzed a simple eco-evolutionary consumer resource model. We modeled consumption of two nutritionally interactive resources by species which evolve their resource encounter rates subject to a tradeoff. As shown previously, consumers can ecologically coexist through tradeoffs in resource encounter rates; however, this coexistence is evolutionary unstable. Here, we find that nutritional interactions between resources and the shape of acquisition tradeoffs produce very similar evolutionary outcomes in isolation. Specifically, they produce evolutionarily stable communities composed either of two specialists (concave acquisition tradeoff or antagonistic nutrition) or a single generalist (convex acquisition tradeoff or complementary nutrition). Thus, the generalist-coexistence problem remains. However, the combination of nonlinear resource acquisition tradeoffs with nonlinear resource nutritional relationships creates selection forces that can push and pull against each other. Ultimately, this push-pull dynamic can stabilize the coexistence of two competing generalist consumers—but only when we coupled a convex acquisition tradeoff with antagonistic nutrition. Thus, our model here offers some resolution to the generalist-coexistence problem in eco-evolutionary, consumer-resource theory.     

Allocation tradeoffs and life histories: a conceptual and graphical framework

Tradeoffs – negative reciprocal causal relationships in net benefits between trait magnitudes – have not always been studied in depth appropriate to their central role in life‐history analysis. Here we focus on allocation tradeoffs, in which acquisition of a limiting resource requires allocation of resource to alternative traits. We identify the components of this allocation process and emphasize the importance of quantifying them. We then propose categorizing allocation tradeoffs into linear, concave and convex relationships based on the way that resource allocation yields trait magnitudes under the tradeoff. Linear relationships are over‐represented in the literature because of typically small data sets over restricted ranges of trait magnitudes, an emphasis on simple correlation analysis, and a failure to remove variation associated with acquisition of the limiting resource in characterizing the tradeoff. (We provide methods for controlling these acquisition effects.) Non‐linear relationships have been documented and are expected under plausible conditions that we summarize. We note ways that shifting environments and biological features yield plasticity of tradeoff graphs. Finally, we illustrate these points using case studies and close with priorities for future work.     

Floral-induced and constitutive defense against florivory: a comparison of chemical traits in 12 herb species

Little is known about how plants protect flowers—their reproductive organs—against florivory. Additionally, the induced floral defense system has been examined in only a few species. We tested the inducibility of putative floral defenses and investigated the relationship between natural florivory and the floral defenses of 12 naturally growing plant species. The relationships between florivory and four chemical traits (nitrogen, phosphorus, total phenolics, and condensed tannins) were investigated in 12 plant species. We also studied whether flowers induce changes in chemical defenses in response to artificial damage in 10 plant species. A higher concentration of floral nitrogen was associated with a decreasing frequency of florivore attacks. Among the four traits of the 10 plant species studied, no trait changed in response to the artificial damage. We suggest that induced defense systems may not be advantageous for flowers, although it is also possible that these species simply do not use induced defense in any of their plant parts.     

Post‐dispersal seed predation and its relations with seed traits: a thirty‐species‐comparative study

Post‐dispersal seed predation is a key process determining the variability in seed survival in forests, where most seeds are handled by rodents. Seed predation is thought to affect seedling regeneration, colonization ability and spatial distribution of plants. Basic seed traits are the essential factors affecting rodent foraging preferences and thus seed survival and seedling recruitment. Many studies have discussed several seed traits and their effects upon seed predation by rodents. However, the results of those previous studies are usually equivocal, likely because few seed traits and/or plant species tend to be incorporated into these studies. In order to elucidate the relationships between seed predation and seed traits, we surveyed the predation of 48 600 seeds in a natural pine forest, belonging to 30 species, for three consecutive years. The results demonstrated that: (i) seed size and seed coat hardness did not significantly affect seed predation; (ii) total phenolics had a negative effect upon seed predation; (iii) positive effects of nitrogen content upon seed predation were found. From our study, it seems that the better strategy to prevent heavy predation is for plants to produce seeds with higher total phenolics content rather than physical defenses (i.e. hard seed coat) or larger seeds. Additionally, rodent foraging preference may depend more on Nitrogen content than other nutrient content of seeds.     

Linking intra‐specific trait variation and plant function: seed size mediates performance tradeoffs within species

Substantial intra‐specific trait variation exists within plant communities, and in theory this variation could influence community dynamics. Although recent research has focused on intra‐specific variation in traits themselves, it is the influence of this variation on plant performance that makes intra‐specific trait variation relevant to ecological dynamics within or among species. Understanding the links between trait and performance variation, and the role of traits in mediating relationships among multiple components of performance, is critical for assessing the importance of intra‐specific trait variation for community dynamics. Seed size is thought to affect aspects of plant performance including fecundity, seedling growth, dispersal and tolerance of natural enemies. For two tropical tree species, we assessed how seed size was related to performance variation within each species and determined whether intra‐specific trait variation mediates intra‐specific performance tradeoffs. We used field seed rain collection to characterize size‐dependent outcomes of dispersal, sowed seeds of known size in soil collected near or far from conspecifics to characterize susceptibility to soil pathogens, and monitored growth of seedlings from seeds of known size. We found that intra‐specific seed size variation caused intra‐specific performance variation. The degree of trait‐based performance variation was consistently smaller than the degree of trait variation, and seed size influenced different components of performance for each species. One species exhibited a tradeoff in which small seeds had a fecundity advantage (more seedlings per unit reproductive mass) but produced smaller seedlings, whereas the other species exhibited a tradeoff in which small seeds dispersed to areas of low conspecific density but were less tolerant of density‐responsive natural enemies. Our results indicate that a single trait can influence multiple components of performance and can mediate different tradeoffs in co‐occurring species. Complex and heterogeneous effects of a single trait in multidimensional niche space may favour inter‐specific niche differentiation and coexistence.     

Growth and chemical defense in willow seedlings: trade-offs are transient

Many studies have failed to detect costs of defense and some have even found a positive correlation between growth and the concentrations of chemical defenses. These studies contradict the theoretical assumption that anti-herbivore defenses are costly—produced at the expense of growth and/or reproduction. Costs, however, may be transient and therefore difficult to detect. Here we tested the hypothesis that costs of defense would be pronounced early in development when root growth is prioritized (high percent root allocation), but not later in development. To test this hypothesis, we grew F₂ hybrid willow seedlings from five different families, and harvested cohorts of even-aged seedlings after 6, 7, 8 and 9 weeks of growth. Seedlings were divided into root and shoot tissue and shoots were analyzed for phenolics (condensed tannins and phenolic glycosides). We found evidence for transient costs of defense. The concentrations of phenolics were negatively correlated with total biomass, shoot biomass, and the proportion of biomass allocated to roots in week 6. After week 6, however, the concentrations of phenolics were positively correlated with shoot biomass and total biomass, while phenolics were uncorrelated with the proportion of biomass allocated to roots. These results, the first ever, to our knowledge, with woody plants, suggest that costs of defense were transient; specifically, costs were found in early development, when root establishment was a priority. Our findings suggest that studies should focus more on trade-offs early in plant development.     

Resistance and tolerance in <Emphasis Type="Italic">Populus tremuloides</Emphasis>: genetic variation,costs, and environmental dependency

Plants defend themselves against herbivores via resistance, which reduces damage, and tolerance, which minimizes the negative effects of damage. Theory predicts the existence of tradeoffs between defense and growth, as well as between resistance and tolerance, that could maintain the genetic variation for resistance and tolerance often observed in plant populations. We examined resistance and tolerance among aspen (Populus tremuloides) trees grown under divergent soil nutrient regimes. This common garden experiment revealed substantial genetic variation for resistance and tolerance under both low- and high-nutrient conditions. Costs of resistance exist, particularly under high-nutrient conditions where allocation to resistance chemicals competes directly with growth for limited carbon resources. We found no significant costs of tolerance, however, under either nutrient condition. Despite genetic variation for both resistance and tolerance, we found no evidence for a tradeoff between these two defense traits suggesting that resistance and tolerance are complementary, rather than mutually exclusive, defenses in aspen.     

Myrmecophytic Cecropia: antiherbivore defenses under different nutrient treatments

In greenhouse experiments, we compared putative biotic, chemical, physical and phenological defenses of six myrmecophytic Cecropia species cultivated under high and low nutrient regimes. We tested the intraspecific predictions of the C:N balance hypothesis for a broader range of defenses than included in other studies to date. Treatment effects on defenses appear to depend on the nutrient constituents of those defenses. Only strictly carbon-based defenses such as tannins and phenolics reached higher concentrations at the lower nutrient level. The production of glycogen-rich and membrane-bound Müllerian body ant rewards (MBs) increased with greater levels of both nutrients (this study) and light (Folgarait and Davidson 1994). In contrast, lipid- and amino acid-rich pearl body food rewards (PBs) were produced in greater numbers under conditions of high nutrient levels (this study) and low light (Folgarait and Davidson 1994), both of which should have contributed to a relative excess of nitrogen. Nutrient effects on toughness and leaf expansion rates (perhaps serving as phenological defenses) were inconsistent with the predictions of the C:N balance hypothesis. Mature leaves are protected principally by chemical and physical defenses, and new leaves, by biotic defenses. As in a previous study, interspecific comparisons agreed with the resource availability theory of plant defense. Plant investment in immobile defenses (tannins and phenolics, and leaf toughness), and in a defense with high initial construction costs (trichilia differentiated to produce MBs) were greater in each of three comparatively slow-growing gap Cecropia typical of small openings in primary forest, than in closely related and fast-growing pioneer species of large-scale disturbances (riparian edge and land slips). In contrast, both production of PBs (with negligible initial construction costs) and leaf expansion rates were greater in pioneers than in gap species. Rapid onset of biotic defenses during new leaf development (earlier in pioneers) may reduce new leaf herbivory in all species.     

Interspecific variation in persistence of buried weed seeds follows trade‐offs among physiological,chemical, and physical seed defenses

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Mammal Abundances and Seed Traits Control the Seed Dispersal and Predation Roles of Terrestrial Mammals in a Costa Rican Forest

In Neotropical forests, mammals act as seed dispersers and predators. To prevent seed predation and promote dispersal, seeds exhibit physical or chemical defenses. Collared peccaries (Pecari tajacu) cannot eat some hard seeds, but can digest chemically defended seeds. Central American agoutis (Dasyprocta punctata) gnaw through hard‐walled seeds, but cannot consume chemically defended seeds. The objectives of this study were to determine relative peccary and agouti abundances within a lowland forest in Costa Rica and to assess how these two mammals affect the survival of large seeds that have no defenses (Iriartea deltoidea, Socratea exorrhiza), physical defenses (Astrocaryum alatum, Dipteryx panamensis), or chemical defenses (Mucuna holtonii) against seed predators. Mammal abundances were determined over 3 yrs from open‐access motion‐detecting camera trap photos. Using semi‐permeable mammal exclosures and thread‐marked seeds, predation and dispersal by mammals for each seed species were quantified. Abundances of peccaries were up to six times higher than those of agoutis over 3 yrs, but neither peccary nor agouti abundances differed across years. Seeds of A. alatum were predominantly dispersed by peccaries, which did not eat A. alatum seeds, whereas non‐defended and chemically defended seeds suffered high levels of predation, mostly by peccaries. Agoutis did not eat M. holtonii seeds. Peccaries and agoutis did not differ in the distances they dispersed seeds. This study shows that seed fates are contingent upon many factors such as seed defenses, frugivore–granivore abundances, and seed‐handling capabilities. Mammal–seed interactions are complex; the outcomes of these interactions depend on the inherent characteristics of seeds and their potential dispersers.     

Competition–defense tradeoff increases the diversity of microbial plankton communities and dampens trophic cascades

The competition–defense tradeoff is a significant source of functional diversity in ecological communities. Here, we present a theoretical framework to describe the competition–defense tradeoff and apply it to a size‐based model of a unicellular plankton community. Specifically, we investigate how the emergent community structure depends on the shape of the tradeoff, and on whether the cost of defense is paid for by a lowered resource affinity or by an elevated metabolic rate. The inclusion of defense affects the size distribution and trophic strategies of the emerging community dependent on environmental conditions (eutrophic versus oligotrophic) and leads to increased diversity in size and trophic strategy under eutrophic conditions. Eutrophic conditions allow for better‐defended organisms than oligotrophic conditions. In most scenarios, competition–defense tradeoffs dampen trophic cascades in the seasonal cycle simulations, and increase the abundance of mixotrophs. We further demonstrate that it matters how the cost of defense is manifest (decreased affinity versus increased metabolic rate), and that it has a significant effect on the resulting plankton community (overall biomass, size and feeding strategy diversity), particularly when the efficiency of the defense increases in direct proportion to the investment. Our results demonstrate that the structure of the ecosystem crucially depends on details of the defense tradeoff. This finding highlights the importance of a mechanistic understanding of defense tradeoffs, e.g. obtained through experimental measurements of specific defense mechanisms.     

A quantitative evaluation of major plant defense hypotheses, nature versus nurture, and chemistry versus ants

Variation in plant secondary metabolite content can arise due to environmental and genetic variables. Because these metabolites are important in modifying a plant’s interaction with the environment, many studies have examined patterns of variation in plant secondary metabolites. Investigations of chemical defenses are often linked to questions about the efficacies of plant defenses and hypotheses on their evolution in different plant guilds. We performed a series of meta-analyses to examine the importance of environmental and genetic sources of variation in secondary metabolites as well as the antiherbivore properties of different classes of defense. We found both environmental and genetic variation affect secondary metabolite production, supporting continued study of the carbon-nutrient balance and growth-differentiation balance hypotheses. Defenses in woody plants are more affected by genetic variation, and herbaceous plant defenses are more influenced by environmental variation. Plant defenses in agricultural and natural systems show similar responses to manipulations, as do plants in laboratory, greenhouse, or field studies. What does such variation mean to herbivores? A comparison of biotic, physical, and chemical defenses revealed the most effective defensive strategy for a plant is biotic mutualisms with ants. Fast-growing plants are most often defended with qualitative defenses and slow-growing plants with quantitative defenses, as the plant apparency and resource availability hypotheses predict. However, we found the resource availability hypothesis provides the best explanation for the evolution of plant defenses, but the fact that there is considerable genetic and environmental variation in defenses indicates herbivores can affect plant chemistry in ecological and evolutionary time.     

Warning displays in spiny animals: one (more) evolutionary route to aposematism

To date, theoretical or laboratory simulations of aposematic evolution in prey animals have focused narrowly on internally stored chemical defense as the source of unprofitability and ignore aposematic advertisement of physical defenses such as spines (and defensive hairs, claws, etc.). This has occurred even though aposematism in spiny animals has been recognized since the 19th century. In this paper we present the first detailed theoretical consideration of aposematism in spiny animals, focusing on questions of initial evolution, costs of display, and coevolution of displays with defenses. Using an individual-based evolutionary model, we found that spines (or similar physical defenses) can easily evolve without aposematism, but when spines do evolve, aposematic displays can also easily evolve if they help to make the prey animal distinctive and if they draw attention to the physical threat. When aposematic displays evolve, they cause reduced investment in costly spines, so that, in addition to signaling unprofitability, aposematic display may enhance the cost-effectiveness of antipredator defenses (one exception to this conclusion is if the display is itself as costly as the defense). For animals with stinging spines, combining physical and chemical defense, the evolution of aposematic display may lead to reduced investment in the toxin compared to the spine. This occurs because spines act as both secondary (repellent) defenses and as primary defenses (their own visible, honest advertisement), whereas internally stored toxins only (generally) act as repellent secondary defenses. We argue that conspicuous aposematism in spines functions as an attention-getting mechanism, whereas conspicuous aposematic display in purely toxic animals may be explained by signal reliability arguments. Finally, one (more) route by which aposematism may initially evolve is by spiny rather than purely chemically defended species, spreading to species with other forms of secondary defense as the signal becomes common.     

Correlated evolution of diaspore traits and potential frugivore-mediated selection in a fleshy-fruited tropical lineage (Artabotrys,Annonaceae)

Dispersal syndromes are often defined by reference to fruit traits that are associated with distinct frugivore guilds. Studies rarely examine the relationship between seed traits and frugivores or test the alternative hypothesis that traits are shaped by climatic variables. We assess whether the evolution of seed size and physical defense are correlated with dispersal-related traits and climatic variables in Artabotrys, a fleshy-fruited tropical lineage. Diaspore traits and WorldClim bioclimatic variables were compiled for 43 species. Correlated evolution was evaluated using phylogenetic regression and model-fitting approaches. The best-fitting multioptima Ornstein-Uhlenbeck model suggests that lineages with smooth testa and thin pericarp (SP) have evolved toward smaller seeds with a thinner testa, whereas lineages with rough testa and/or thick pericarp have evolved toward larger seeds with a thicker testa. A smooth testa facilitates spitting and/or swallowing of intact seeds while fruits with thin pericarp may be preferentially consumed by frugivores with less destructive oral processing, enabling lower investment in seed physical defense in SP lineages. Moreover, small seeds are more likely to be swallowed intact with a food bolus. The effect of climate on seed size and physical defense is equivocal and warrants further investigation.     

Costs of defense: correlated responses to divergent selection for foliar glucosinolate content in <Emphasis Type="Italic">Brassica rapa</Emphasis>

The evolutionary response of plant populations to herbivore imposed selection for defense may theoretically be constrained by the costs of defense, yet few studies convincingly demonstrate such costs. We investigated possible constraints on the evolution of defense in rapid cycling Brassica rapa by divergently selecting lines for investment in foliar glucosinolate content, a chemical defense in this species. Costs would then result in a significant correlated response to artificially imposed selection in the direction opposite to the direct response of foliar glucosinolate production. Correlated responses of date of first flowering, total flower number, number of seeds per fruit, and mean seed mass were examined. After three generations of selection, there was a significant direct response in glucosinolate content of the leaves of B. rapa. Furthermore, we found significant correlated responses in both total flower production and number of seeds produced per fruit, but not date of first flowering or mean seed mass. Lines selected for high glucosinolates produced fewer flowers and seeds per fruit compared to those selected for low glucosinolates while lines selected for low glucosinolates showed the opposite response. Thus, costs of defense were demonstrated and may constrain the evolution of foliar glucosinolate production in this plant species.     

Costs of Defense and a Test of the Carbon-Nutrient Balance and Growth-Differentiation Balance Hypotheses for Two Co-Occurring Classes of Plant Defense

One of the goals of chemical ecology is to assess costs of plant defenses. Intraspecific trade-offs between growth and defense are traditionally viewed in the context of the carbon-nutrient balance hypothesis (CNBH) and the growth-differentiation balance hypothesis (GDBH). Broadly, these hypotheses suggest that growth is limited by deficiencies in carbon or nitrogen while rates of photosynthesis remain unchanged, and the subsequent reduced growth results in the more abundant resource being invested in increased defense (mass-balance based allocation). The GDBH further predicts trade-offs in growth and defense should only be observed when resources are abundant. Most support for these hypotheses comes from work with phenolics. We examined trade-offs related to production of two classes of defenses, saponins (triterpenoids) and flavans (phenolics), in Pentaclethra macroloba (Fabaceae), an abundant tree in Costa Rican wet forests. We quantified physiological costs of plant defenses by measuring photosynthetic parameters (which are often assumed to be stable) in addition to biomass. Pentaclethra macroloba were grown in full sunlight or shade under three levels of nitrogen alone or with conspecific neighbors that could potentially alter nutrient availability via competition or facilitation. Biomass and photosynthesis were not affected by nitrogen or competition for seedlings in full sunlight, but they responded positively to nitrogen in shade-grown plants. The trade-off predicted by the GDBH between growth and metabolite production was only present between flavans and biomass in sun-grown plants (abundant resource conditions). Support was also only partial for the CNBH as flavans declined with nitrogen but saponins increased. This suggests saponin production should be considered in terms of detailed biosynthetic pathway models while phenolic production fits mass-balance based allocation models (such as the CNBH). Contrary to expectations based on the two defense hypotheses, trade-offs were found between defenses and photosynthesis, indicating that studies of plant defenses should include direct measures of physiological responses.