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Josefa Fernández-López1 Neus
Aleta2 Ricardo Alía3
1 Centro de Investigacións Forestais de
Lourizán, Pontevedra, Spain
2 IRTA Mas Bové, Reus, Spain
3 Departamento CIFOR-INIA, Madrid, Spain
Introduction
The inclusion of Walnut (Juglans
regia L.) in the framework of EUFORGEN Noble Hardwoods Network
is based in some of its characteristics. The scattered distribution
of the species, in the west European range, the limited extension of
the stands, in many occasions as isolated trees, and its precious
timber, greatly appreciated for many uses. The main factors
affecting the genetic resources of the species derives from the
traditional plantation by man resulting in a complex pattern of
native (if existing) and man-made stands, and the introgression of
these cultivars with native trees. Recently, the use of cultivars of
Juglans regia and Juglans nigra are becoming more
important. Within the Noble Hardwoods Network, it shares some
characteristics factors of the strategies of genetic resource
conservation with Chestnut, mainly due the multipurpose objectives
of both species. However the differences are quite high, due to the
scarce presence and role of Juglans spp. in the forest.
Walnut is usually found in stands of limited extension, in pure
stands (the presence in Western Europe in mixed broadleaves stands
is rare), and the until recently limited importance of cultivars in
the silviculture of the species.
Walnut grows as a wild species
in mixed broadleaves forest from Southern Europe to India. It is
found in the Balkan area (Hungary, former Yugoslavia, Bulgaria,
Albany), Caucasus, Asia Minor (Turkey, North Iran and Iraq), central
Asia (the North limit in Kyrgyzstan), having its eastern limit in
the North of India (Hemery, 1998; Malvolti et al., 1997;
Germain, 1999). The natural area of the species is a matter of
controversy, and little is known about the native area in Europe,
and even in the Balkan area some authors consider it as an
introduced species (Malvolti et al 1998). Central Asia and
more specifically the mountains placed at West of Himalayan chain in
the Cashmere, Tajikistan and Kyrgyzstan are considered to be the
centre of origin of J. regia L. Surprisingly in that area
there are populations of J. regia with very different
characteristics: some of them are formed of high trees with
remarkable stem straightness and others include smaller trees that
produce big crops of nuts and continuous flower during the growing
season. (Hemery, 1998; Germain et al., 1997 and 1999).It has been
cultivated since the Greek and Roman times all around the
Mediterranean basin, where it is found as scattered individuals or
groups of several trees in the borders of agricultural lands,
orchards or by the rivers, usually close to human settlements. The
species was spread all around south Europe already in 1000 BC (Ducci
et al., 1997). As a basis for the genetic resource
conservation of the species, we can assume the existence of native
trees all around the Western Mediterranean area. This hypothesis has
to be deeply studied.
It is a long-lived species,
and it is not difficult to find trees of 100-200 years old, and even
some 1,000 years old. There are some problems related to natural
regeneration due to the fact that the edible nuts are eaten by
different animals. Walnut is found in all types of substrates,
mainly in fresh, fairly rich, and loose soils, avoiding gypseous,
compact, or dry ones. The optimum soil pH ranges from 6.5 to 7.5. It
prefers mild to warm-mild climates, as late frost is an important
limiting factor that affects both flowering and shoot development.
In these climatic conditions, altitude is not an important limiting
factor, and it can be found from low elevations up to 2,500 m asl
(Himalayas, Morocco) (Leslie and McGranahan, 1988 and 1997).
In Europe, walnut can not be
considered as a social species, in the sense that no large
monospecific stands are found, as it is usually found as isolated
trees with a high spacing and producing a dense cover of the ground,
or in small groups of trees.
Multiple use of the species
One of the main
characteristics of the species is its multiple use, that has
affected the present increase of the distribution area of the
species. Walnut is planted for producing both nuts and timber. The
ornamental value of the tree is of great importance in all the
European range of the species, in parks or in the countryside by the
houses. The wood is hard, homogeneous, heavy, with a dark brown
heartwood, with a highly appreciated pattern. By steaming, it
produces a nice reddish colour or a black and red pattern of great
beauty. Due to these characteristics and their easy machining it is
very appreciated in carpentry. It is used for veneer, fetching very
high prices for furniture. Walnut timber is considered the most
valuable timber from the European ones.
The fruit is edible and is
highly appreciated for human consumption. As a result, many
countries developed selection and breeding programmes for nut
production. In Western Europe, new orchards are planted using
grafted plants of cultivars issued from French and Californian
breeding programmes which have allowed a high improvement of orchard
productivity (McGranahan, 1997; Germain, 1999). In Eastern Europe
plantations of clonal grafted varieties are not so common.
In general, the European
walnut production still largely depends on trees originated from
seedlings. During the last 20 years, an important work on seedling
selection has been carried out in local populations of J regia
throughout Europe. The characteristics of wild walnut trees been
described in Bulgaria, Germany, Greece, Hungary, Italy, Poland,
Portugal, Romania, Slovenia, Spain, Ukraine have (Germain, 1992,
Germain et al., 1983 and 1997; Deaconu and Vasilescu, 1997; Pielko,
1989; Revin, 1989; Solar, 1989).
The trend in plantations and
consequently in selection and breeding, is to separate the
production of wood from the production of fruit. However, all
genetic information issued from walnut breeding programmes is also
being used in current programs focused on wood production (FAIR
III-CT-96-1887).
The clear separation that
exists among breeding programs implies the necessity of including
the two objectives in the genetic conservation of the species.
The surface planted with Juglans
species has recently increased due to EU directive on afforestation
of abandoned marginal lands (EU Directive 2078) and so has the use
of interspecific hybrids, that can be found in specialised nurseries
(Becquey, 1997).
At present, most of the nuts
and the timber in Western Europe come from walnuts growing in the
countryside. In France, however, most of them are produced in
plantations.
Genetic Knowledge
As this species is very
sensitive to a number of abiotic and biotic factors, it is possible
to suppose that natural selection is a very strong force in walnut
populations, particularly in south-western Europe. The most
important abiotic factors are autumn frosts, that sometimes lead to
tree death and late spring frosts that have an effect on stem form.
The main biotic damage factors are fungus attacks. Armillaria
mellea, Phytophthora cinamomii and P. cambivora are
important diseases affecting the root system and antracnosis, Gnomonia
leptostyla causes summer leaf fall. Bacterial diseases are
important too. Xanthomonas arboricola pv. juglandis,
damages leaves and young shoots in humid and mild climate and after
several rainy summers some trees might even die (Becquey, 1997). Erwinia
spp should be also considered as it damages bark and wood and
although it might not kill the trees produces log value depreciation
(Teviotdale et al., 1985; López et al., 1994).
Walnut is an anemophilous
species, produces heavy pollen that moves over 100 metres. Although
dichogamy is present there is autocompatibility (Germain et al.,
1973). These facts and the scattered distribution of the species it
is possible to suppose that rate of gene flow is low among stands.
The presence of apomixis is reduced to cultivars from Central Europe
and it is highly influenced by the weather during pollination
period. Some Byelorussian, German and Hungarian selections have
shown this phenomenon. In some conditions, up to 70% of apomixis has
been described (Loiko, 1989; Germain, 1999).
According with the scheme of
Eriksson (1996, 1998), a very strong differentiation of adaptive
traits can be assumed among populations located in different
ecological conditions. This is due to the action of natural
selection, the scant importance of gene flow and the very limited
phenotypic plasticity of walnut. However, within a homogeneous
ecological area, there are several populations subjected to the same
natural selection processes (especially in relation with temperature
and diseases) but among which there is no gene flow. Therefore, we
can expect an important differentiation among this populations
because of genetic drift and inbreeding within each one.
In fact, most authors consider
that these SW European populations are adapted to local environments
and the first results of provenance tests confirm this hypothesis.
For example, in Spain significant differences among populations have
been detected in survival, height growth and heat sum to leafing out
(Fernández and Pereira, 1997), and in vigour, leaf fall and blight
sensitivity (Aleta and Ninot 1997). Some variation in resistance to Armillaria
mellea was met in Juglans regia progenies (Desray et al., 1997).
The first results of different progeny tests developed in the
European project showed a very important heritability for
height and phenology (see first report of FAIR-III, CT-96-1887).
Twenty-six naturalised
populations from Mediterranean an Asian origins were studied using
isozymes (Malvolti and Fineschi, 1987; Malvolti et al. 1997)
and it was found that the values of polymorphism and heterozigosity
(38.33-46.7; 0.152-0.225 respectively) were lower than those
reported for Chestnut.
Malvolti et al.(1997) indicate
that wild trees have arisen from genotypes that escaped cultivation
but in some areas the contribution of native residual germplasm
cannot be excluded. These authors mention that despite the limited
level of genetic variability within J. regia, two main
factors have to be considered. Firstly, the presence of genotypes
adapted to local environmental conditions, as deduced by the
variation of F statistics among populations from different areas.
Secondly, the occurrence of different alleles in populations from
China and Europe suggest the existence of distinguished gene pools.
As a result of exploration and
selection in local populations, in many European countries there are
several J. regia native germplasm collections. A list of this
material and its localisation will be available next year when FAO
publishes the information in a specific publication of J. regia
genetic resources (Germain, Coord., in preparation).
Threats to the genetic
variability
The main threat to genetic
variability, at least in South West Europe, is and was the felling
of the best trees for wood production, due to the high price of the
timber.
Another threat is posed by the
introgression of black walnut (Juglans nigra) or of grafted
varieties for nut production. Many crosses are possible within the Juglans
genus and interspecific hybridisations are very common. Particularly
interesting for wood production are the hybrids J. nigra or J.
major x J. regia (Becquey, 1997). Sometimes F1 hybrids
are similar to J. regia specially when trees are still in the
nursery but morphological characteristics (such as cataphylar leaf
distribution) or isozyme characterisation can be used for
identification (Arulsekar et al., 1985; Germain et al., 1993;
Hussendörfer, 1999).
Finally, the abandonment of
the countryside, a very generalised process, could have a very
strong influence in the naturalised populations.
Objectives of Gene Resource Conservation
The main genetic resources to
be conserved in SW Europe are the various small sized (5 to 12
trees) scattered populations, that appear to be a long standing
introduced genetic resource, well adapted to the local environment.
These may be considered as the gene resource population for
selection of nut or wood varieties. The main South Western European
Germplasm collections conserve much more variability regarding nut
production than forestry traits and usually the accessions are
clonal selections, which means that population variability is not
always preserved. However, a question that can be addressed is the
genetic basis of these populations. At the moment not much
information is available on the amount of genetic diversity or the
existence of founder effects in the W European material. In this
case, the introduction of new germplasm should be considered. This
could be collected from areas where genetic variability is still
high, e.g. Central Asia (Hemery, 1998), or from countries where wild
populations are widely present as they are the source of
walnut timber for European manufacturers, e.g. Greece, Turkey or
Iran (Jay-Allemand et al., 1996). This last objective should be
clarified by research programs before taking any decisions.
Objectives of Walnut forest
Genetic Resources Conservation within the framework of the EUFORGEN
Noble Hardwoods Network are based mainly on the multipurpose use of
the species, and therefore, could be divided into three main
objectives:
1. Conservation of the present
genetic resource base, using the different collections of selected
trees for wood or nut production with objectives of breeding.
2. Conservation of the present
genetic base, taking into account the small size of populations in
the European range of the species.
3. Dynamic conservation of the
species by creating good conditions for future evolution of
populations.
Suggested Gene conservation Methods
From a European perspective
the gene conservation strategy of Walnut should consider the
following issues:
-
As in Europe most of the trees are located
in the countryside and not in the forest, which definition of
population should be applied.
-
How many populations and genetic entries
should be included.
-
How should populations be sampled.
-
Which are the priority activities to be
developed.
The following methods are
suggested:
Ex situ conservation
Clonal archives of plus trees and valuable
trees for fruit production already selected. As pointed out by
Ducci et al. (1997), there are already some collections of great
value that could be used for static conservation of genetic
resources. Broad collections are currently found in France, Italy,
Spain and Hungary.
Clonal seed orchards containing grafted plus
trees provenance areas with 50 p.t. The promotion of planting
with seedlings of such origin is a very effective way to increase
genetic variability (Eriksson, 1998) in western Europe at a level
that never exist before.
Dynamic conservation (MPBS)
for conservation of wild populations
To establish a MPBS, according
to the principles developed by Eriksson et al. (1993) and applied by
Varela and Eriksson (1995), at least twenty populations of 50
genetic entries each must be chosen. In some situations the
population size must be increased.
Ex situ managed plantations:
in SW Europe.
Progeny tests of 50 trees
collected in an ecologically homogeneous area. This can be
especially interesting in areas where there is a breeding programme
for forestry traits.
It is also necessary to
identify methods to transform the progeny test into a conservation
plantation, after progeny test evaluation and further stimulation of
regeneration are completed.
In situ managed or
unmanaged plantations:
As was previously mentioned,
in this species, the size of populations is quite limited.
Therefore, these should be considered in a broad sense, in order to
include at least 20 trees. Within these areas, natural propagation
has to be promoted in order to increase the size. Due to the
economic and social value of walnut management of these populations
is the only way to maintain and increase the size of the
populations.
Choosing populations for
conservation
Clonal archives of plus trees
or clones selected for nut production and seed orchards will be
maintained in each country interested in plantations and in genetic
improvement.
In order to establish a
dynamic conservation programme, populations should be selected
throughout the entire European area and distributed among the
different climatic zones: eight populations in true Mediterranean
(2 in Portugal, 3 in Spain, 2 in Itlaly, 1 in Turkey); two
populations in atlantic temperate-humid (1 in Turkey, 1 in
Armenia); four populations in atlantic-oceanic (2 in Spain, 1
in France, 1 in UK); and seven in atlantic middle european (1
in France, 1 in Italy, 1 in Germany, 1 in Poland; 1 in Hungary, 1 in
Bulgaria and 1 in Romania). Walter climatic classification was used
(Allue-Andrade, 1990).
Research activities
Studies using different
genetic markers (maternally and paternally inherited) to asses the
migration pathways of the species, the role of native stands in
Western Europe, and the mating system in different ecological
conditions are needed.
Provenance tests, connected
with the previous studies, to asses the adaptive variation of the
species, including provenances from the entire distribution area are
also required, together with a further evaluation of the interest of
infusion of germplasm from SE Europe or Asia in SW Europe.
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