Am. Barton, FACTORS CONTROLLING PLANT-DISTRIBUTIONS - DROUGHT, COMPETITION, AND FIRE IN MONTANE PINES IN ARIZONA, Ecological monographs, 63(4), 1993, pp. 367-397
Recent models suggest that a trade-off in plants between tolerance of
water limitation vs. tolerance of light limitation results in changes
in dominant species over productivity gradients of increasing soil moi
sture and decreasing forest-floor light. With increasing elevation (15
68-2296 m) in the Chiricahua Mountains in southeastern Arizona, soil m
oisture and plant cover increased and, as a result, mean forest-floor
light levels decreased, in accordance with the models. The light-moist
ure trade-off hypothesis predicts that, over this gradient, (1) shade
tolerance and drought resistance should be negatively correlated, (2)
decreasing light and lack of shade tolerance (i.e., tolerance of light
competition) should control upper elevational limits of species distr
ibutions, and (3) low soil moisture availability and lack of drought r
esistance should control lower elevational limits. With increasing ele
vation, however, fire frequency and litter depth also increased and so
il temperature decreased. I tested the trade-off hypothesis and the ro
le of these three additional factors in controlling upper elevational
limits of three pine species distributed along this gradient. Consiste
nt with the trade-off hypothesis, results suggested that water stress
controlled lower elevational limits of all three species. Seeds of eac
h species germinated with the summer rains in experimental plots below
their respective lower elevational limits, but all seedlings died by
the end of the following May-June drought, apparently from water stres
s. In contrast, seedlings were still alive in experimental plots withi
n each species' range after 2 yr. Furthermore, with decreasing elevati
on, seedlings of the three species increasingly occurred in microsites
with relatively low light, low soil temperature, and deep litter, all
reflecting high soil moisture compared to random microsites. From the
middle to the lower portion of each species' range, recruitment, seed
ling survival, and seedling abundance decreased but height growth incr
eased. Thus, dry season water stress appeared to control lower elevati
onal limits by causing high mortality of young seedlings, rather than
by curtailing seed germination or the performance of older seedlings.
Inconsistent with the trade-off hypothesis, upper elevational limits w
ere not controlled uniformly across species by light limitation. In Pi
nus leiophylla, the middle elevation species, low light and deep litte
r appeared to control the upper elevational limits. In a field experim
ent, P. leiophylla emergence and survival were significantly lower abo
ve its upper elevational limit than in plots within its range, removal
of litter increased emergence, and removal of canopy increased seedli
ng survival. In a greenhouse experiment, P. leiophylla was significant
ly less shade tolerant than higher elevation pine species. In contrast
, in P. discolor, the low elevation species, low light, deep litter, a
nd low soil temperature appeared not to influence distribution. Emerge
nce and survival were actually higher at high than middle elevations i
n the field experiment. Litter removal and canopy removal did not incr
ease P. discolor emergence and survival, respectively, even at high el
evation. In the highest elevation plots, P. discolor seedlings occurre
d in microsites slightly lower in light, higher in litter depth, and e
quivalent in soil temperature to random microsites, contrary to expect
ations if these variables were limiting. Finally, in greenhouse experi
ments, P. discolor was more shade tolerant than higher elevation speci
es, including P. leiophylla. Two tests supported the hypothesis that t
he upper elevational limits of P. discolor were controlled by the high
fire frequency found at higher elevation. First, P. discolor exhibite
d slow juvenile growth rates, thin bark, and other traits suggesting a
lack of fire resistance compared with the two higher elevation pine s
pecies. Second, in two wild fires, survival of P. discolor stems was s
ignificantly lower than that for the other two species. This conclusio
n is corroborated by the observation that juvenile P. discolor occurre
d commonly at much higher elevations than did adults, into plots with
very low light and soil temperature levels and very deep litter, a pat
tern likely resulting from fire suppression. Results for a third speci
es, P. engelmannii, were equivocal, showing weak support for control o
f upper elevational limits by light. The lack of a light-soil moisture
trade-off in these species may result from P. discolor's strategy of
exploiting nurse tree sites at low elevation and the apparent fire-ass
ociated regeneration of the other two species. Nevertheless, control o
f P. discolor upper elevational limits by fire may, in part, be a resu
lt of constraints imposed by drought resistance on maximum growth rate
and height. These results suggest that fire, or other agents of selec
tive mortality correlated with soil resource gradients, can exert stro
ng control over plant distribution and community composition, and shou
ld be incorporated into the proposed general models relating plant str
ategies to community structure.