Restoration of native hardwood forests through tree planting may provide significant ecological and economic benefits, but reforestation in natural forests and afforestation on open field sites is challenging. Conversion of existing plantations of introduced conifers to hardwoods may provide an alternative opportunity for restoration. In the Midwest US, large areas of mature, introduced pine (Pinus spp.) plantations exist that have little economic and ecological value. These stands may provide ideal sites for planting of native hardwood species that have similar site preferences to pine. We sought to determine optimal management strategies for converting pine plantations by manipulating overstory canopy density and understory competition. We underplanted American chestnut (Castanea dentata (Marsh.) Borkh.) and northern red oak (Quercus rubra L.) seedlings in three overstory canopy treatments: control, shelterwood, and clearcut. Understory competition was either controlled or not through two growing seasons. After three growing seasons, oak performed best in the clearcut and chestnut in the shelterwood, reflecting variation in the species’ shade tolerance. Chestnut height and root collar diameter (RCD) were double that of oak, and chestnut leaf N content increased with light availability while oak did not, which can be explained by the species’ different adaptive strategies in biomass allocation. Both species had highest photosynthesis in the clearcut. Chestnut seedlings had significantly higher RCD in weeded clearcut and shelterwood plots, and oak in weeded clearcut plots. Weeding in the uncut control plots was ineffective because shade limited competition. Our results indicate that pine plantations offer suitable habitat for these hardwood species and provide insight regarding their growth strategies. Pine shelterwoods and clearcuts are each viable silvicultural conversion options for chestnut and oak if understory competition is controlled.
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