Western Spruce Budworm Outbreaks Research Articles

Western Spruce Budworm Effects on Forest Resilience

Western spruce budworm (Choristoneura freemani Razowski) is the most destructive defoliator of forests in the western US. Forests in northern New Mexico experienced high levels of WSBW-caused defoliation and subsequent mortality between the 1980s and 2010s. The effects of severe western spruce budworm outbreaks on stand dynamics in the US Southwest are still relatively unknown, but understanding the impacts is important to the management and resilience of these forests. To begin addressing this knowledge gap, we conducted a study along two gradients: an elevational gradient from mixed-conifer to spruce-fir forests and a gradient of WSBW-caused defoliation intensity. We recorded overstory and understory stand conditions (size structure, species composition, damaging agents). Western spruce budworm was the primary damaging agent of host trees in all stands andcaused host tree mortality across all size classes, particularly in spruce-fir stands. Results indicate an unsustainable level of mortality in spruce-fir stands and a transition towards non-host species in mixed-conifer stands. Low levels of regeneration coupled with high overstory mortality rates indicate a potential lack of resilience in spruce-fir stands, whereas resilience to future western spruce budworm defoliation events may have increased in mixed-conifer stands affected by these outbreaks.

In the Pursuit of Synchrony: Northward Shifts in Western Spruce Budworm Outbreaks in a Warming Environment

Outbreaks of western spruce budworm (Choristoneura freemani Freeman) in Douglas-fir [Pseudotsuga menziesii (Mirb.) Franco] forests of western Canada have shifted northward in recent decades. Using forest health survey data collected during the previous century (1909 to 2011) to assess the pattern of range shifts, we found that outbreaks have rapidly shifted to higher latitudes and elevations while gradually retracting from the southern and western portions of its range. Given that the survival of western spruce budworm is affected by access to developing buds, we tested the prediction that this shift was associated with climate change-induced alterations in synchrony between budworm larval emergence and Douglas-fir bud development. We simulated the dates of larval emergence and host budburst annually from 1901 to 2011 using existing phenology models and long-term weather data. Over the last century, the timing of larval emergence in relation to budburst has converged toward optimal synchrony at higher latitudes and elevations, while diverging at lower latitudes and elevations. Shifting synchrony arises from differential responses to temperature by the insect and its host tree; both are reliant upon degree day accumulation, but Douglas-fir bud development is putatively dependent upon an additional photoperiodic threshold. Thus, the potential for warming to cause directional shifts in phenological matching between early season folivores and their host trees may be contingent upon the degree to which each depends on different components of their environments for their development.

Drought and Moisture Availability and Recent Western Spruce Budworm Outbreaks in the Western United States

Western spruce budworm (WSBW) is a common defoliating insect that has caused extensive damage and mortality to a number of tree species across the western United States (US). Past studies have linked outbreaks of WSBW to increased moisture stress of host trees in the Northwest and decreased moisture stress in the Southwest. Our study analyzed seasonal drought stress metrics with WSBW outbreaks within Douglas-fir (Pseudotsuga menziesii (Mirb.) Franco) forests in the western US during 1997–2015. Superposed epoch analysis and defoliation area growth rates (representing insect population growth rates) were assessed to quantify the drought conditions associated with the initiation and continuation of outbreaks, respectively. We found that multiple years of drought occurred prior to and during outbreak initiation in the Northwest, and that outbreak initiation in the Southwest was associated with only weak drought or neutral conditions. During the outbreak continuation stage, there was a weak positive correlation between May moisture availability and defoliation area growth rates in the Southwest (R2 = 0.12), but no clear relationship was identified in the Northwest. Increased frequency of summer droughts such as these expected from climate change may increase WSBW outbreaks and promote tree dieoff. Improved understanding of the role of different influences of drought and moisture availability across landscapes will lead to improved predictions and management of future outbreaks of WSBW.

Characterization of western spruce budworm outbreak regions in the British Columbia Interior

The western spruce budworm (WSB; Choristoneura freemani Razowski) shapes Douglas-fir (Pseudotsuga menziesii (Mirb.) Franco) forests throughout western North America with periodic, severe landscape-level defoliation events. The largest and most continuous recorded defoliation occurred in the 2000s, largely centered in the Williams Lake and 100 Mile House WSB outbreak regions, peaking in 2007 at 847 000 ha defoliated in British Columbia (B.C.). Unique WSB outbreak regions in south-central B.C. are described using biogeoclimatic ecosystem classification, geography, 106 years of documented defoliation, and 46 stand-level Douglas-fir host tree-ring chronologies. Since the 1980s, recorded defoliation in B.C. has shifted from coastal ecosystems and become a dominant disturbance in drier, colder, interior Douglas-fir ecosystems. Defoliation records demarcate four outbreaks from 1950–2012 and up to three growth suppression events from 1937–2012. Outbreak duration was shorter in the north and far south of B.C., with recovery periods (no trees showing growth suppression) shorter over all WSB outbreak regions in the 2000s, suggesting that trees may be increasingly susceptible to each successive defoliation event. Knowing the regional outbreak periodicity may facilitate early detection of incipient WSB populations, which is critical for management as many of our low-elevation Douglas-fir forests become more stressed with changing and unpredictable climate regimes.

A multicentury dendrochronological reconstruction of western spruce budworm outbreaks in the Okanogan Highlands, northeastern Washington

The western spruce budworm (Choristoneura occidentalis occidentalis Freeman) is recognized as the most ecologically and economically damaging defoliator in western North America. Synchronous western spruce budworm outbreaks can occur over much of a host species’ range, causing widespread limb and tree mortality, regeneration delays, and reduction in tree growth rates. Observational outbreak records in northern Washington State extend back only to the mid-20th century, limiting our understanding of this species’ long-term population dynamics. In this study, we used dendrochronological methods to reconstruct multicentury outbreak records at four sites in the Okanogan Highlands of northeastern Washington State. We assessed long-term changes in outbreak patterns and tested moisture availability as a potential driving factor of western spruce budworm population dynamics. Outbreak synchrony was found to increase after the late 19th century, especially for high-intensity outbreaks, possibly due to anthropogenic ...

A multi-scale analysis of western spruce budworm outbreak dynamics

Forest insect outbreaks are influenced by ecological processes operating at multiple spatial scales, including host-insect interactions within stands and across landscapes that are modified by regional-scale variations in climate. These drivers of outbreak dynamics are not well understood for the western spruce budworm, a defoliator that is native to forests of western North America. Our aim was to assess how processes across multiple spatial scales drive western spruce budworm outbreak dynamics. Our objective was to assess the relative importance and influence of a set of factors covering the stand, landscape, and regional scales for explaining spatiotemporal outbreak patterns in British Columbia, Canada. We used generalized linear mixed effect models within a multi-model interference framework to relate annual budworm infestation mapped from Landsat time series (1996–2012) to sets of stand-, landscape-, and regional-scale factors derived from forest inventory data, GIS analyses, and climate models. Outbreak patterns were explained well by our model (R 2 = 93%). The most important predictors of infestation probability were the proximity to infestations in the previous year, landscape-scale host abundance, and dry autumn conditions. While stand characteristics were overall less important predictors, we did find infestations were more likely amongst pure Douglas-fir stands with low site indices and high crown closure. Our findings add to growing empirical evidence that insect outbreak dynamics are driven by multi-scaled processes. Forest management planning to mitigate the impacts of budworm outbreaks should thus consider landscape- and regional-scale factors in addition to stand-scale factors.

Three Centuries of Synchronous Forest Defoliator Outbreaks in Western North America

Insect outbreaks often occur synchronously across large spatial scales, but the long-term temporal stability of the phenomenon and the mechanisms behind it are not well understood. In this study, I use a widespread lepidopteran defoliator native to western North America—the western spruce budworm—as a case study to explore patterns of and potential causes for synchronous population fluctuations. Analyses of synchrony are typically severely limited by the short historical records available for many species. To overcome this limitation, I compiled multi-century dendrochronological reconstructions of western spruce budworm outbreaks from across much of the species’ range. This allowed me to analyze synchrony at a sub-continental spatial scale over the last three centuries. I found statistically significant synchrony among regional outbreak records up to 2,000 km apart and identified numerous outbreak periods that occurred synchronously across much of the species’ range. I quantified spatial and temporal associations between climate and synchronous outbreak periods using paleoclimate reconstructions. The spatial patterns of outbreak histories and climate records were remarkably similar, with higher similarity in outbreak histories apparent between regions with more similar climate conditions. Synchronous outbreaks typically occurred during periods of average or above average moisture availability preceded by periods of low moisture availability. My results suggest that climatic variability has played a key role in synchronizing western spruce budworm population fluctuations in disjunct forests across western North America for at least the last three centuries. Widespread synchrony appears to be a natural part of this species’ population dynamics, though synchronous outbreaks have occurred more frequently during the 20th century than during prior centuries. This study uses a novel combination of statistical methods and dendrochronological data to provide analyses of this species’ population dynamics with an unprecedented combination of spatial extent and temporal depth.

Using Landsat to Assess the Relationship Between Spatiotemporal Patterns of Western Spruce Budworm Outbreaks and Regional-Scale Weather Variability

. Western spruce budworm is a defoliator of coniferous forests of North America. Past research has shown that climate is a principal driver of budworm outbreaks, though the underlying relationships are not well understood. We utilized Landsat time series to investigate the relationships between spatiotemporal patterns of budworm outbreaks and weather variability. Landsat-based maps of budworm infestations from (1995–2013) were produced and used to describe patterns of the most recent budworm outbreak in British Columbia. Superposed epoch and regression analysis were used to explore relationships between outbreak patterns and annual temperature and precipitation anomalies. We found that western spruce budworm outbreaks were preceded by autumn precipitation deficits that were 12% lower than the long-term average, and co-occurred with summer precipitation up to 20% below the long-term average. Spring temperatures shortly before outbreaks were 0.7°C lower than normal, whereas winter temperatures during outbreaks were above average by 0.5°C. We concluded that the most recent outbreak of western spruce budworm in British Columbia co-occurred with distinct weather patterns that probably facilitated budworm population development and synchronized host-herbivore phenology. Although Landsat has been used to map insect disturbances, our study demonstrated its usefulness for understanding landscape- to regional-scale drivers of budworm outbreaks.

Spatiotemporal dynamics of recent mountain pine beetle and western spruce budworm outbreaks across the Pacific Northwest Region, USA

Across the western US, the two most prevalent native forest insect pests are mountain pine beetle (MPB; Dendroctonus ponderosae; a bark beetle) and western spruce budworm (WSB; Choristoneura freemani; a defoliator). MPB outbreaks have received more forest management attention than WSB outbreaks, but studies to date have not compared their cumulative mortality impacts in an integrated, regional framework. The objectives of this study are to: (1) map tree mortality associated with MPB and WSB outbreaks by integrating forest health aerial detection surveys (ADS; 1970–2012), Landsat time series (1984–2012), and multi-date forest inventory data; (2) compare the timing, extent, and cumulative impacts of recent MPB and WSB outbreaks across forested ecoregions of the US Pacific Northwest Region (PNW; Oregon and Washington). Our Landsat-based insect atlas facilitates comparisons across space, time, and insect agents that have not been possible to date, complementing existing ADS maps in three important ways. The new maps (1) capture variation of insect impacts within ADS polygons at a finer spatial resolution (30m), substantially reducing estimated insect extent; (2) provide consistent estimates of change for multiple agents, particularly long-duration changes; (3) quantify change in terms of field-measured tree mortality (dead basal area). Despite high variation across the study region, spatiotemporal patterns are evident in both the aerial survey- and Landsat-based maps of insect activity. MPB outbreaks occurred in two phases – first during the 1970s and 1980s in eastern and central Oregon and then more synchronously during the 2000s throughout dry interior conifer forests of the PNW. Reflecting differences in habitat susceptibility and epidemiology, WSB outbreaks exhibited early activity in northern Washington and an apparent spread from the eastern to central PNW during the 1980s, returning to northern Washington during the 1990s and 2000s. At ecoregional and regional scales, WSB outbreaks have exceeded MPB outbreaks in extent as well as total tree mortality, suggesting that ongoing studies should account for both bark beetles and defoliators. Given projected increases of insect and fire activity in western forests, the accurate assessment and monitoring of these disturbances will be crucial for sustainable ecosystem management.

Western spruce budworm outbreaks did not increase fire risk over the last three centuries: a dendrochronological analysis of inter-disturbance synergism.

Insect outbreaks are often assumed to increase the severity or probability of fire occurrence through increased fuel availability, while fires may in turn alter susceptibility of forests to subsequent insect outbreaks through changes in the spatial distribution of suitable host trees. However, little is actually known about the potential synergisms between these natural disturbances. Assessing inter-disturbance synergism is challenging due to the short length of historical records and the confounding influences of land use and climate changes on natural disturbance dynamics. We used dendrochronological methods to reconstruct defoliator outbreaks and fire occurrence at ten sites along a longitudinal transect running from central Oregon to western Montana. We assessed synergism between disturbance types, analyzed long-term changes in disturbance dynamics, and compared these disturbance histories with dendroclimatological moisture availability records to quantify the influence of moisture availability on disturbances. After approximately 1890, fires were largely absent and defoliator outbreaks became longer-lasting, more frequent, and more synchronous at our sites. Fires were more likely to occur during warm-dry years, while outbreaks were most likely to begin near the end of warm-dry periods. Our results show no discernible impact of defoliation events on subsequent fire risk. Any effect from the addition of fuels during defoliation events appears to be too small to detect given the overriding influence of climatic variability. We therefore propose that if there is any relationship between the two disturbances, it is a subtle synergistic relationship wherein climate determines the probability of occurrence of each disturbance type, and each disturbance type damps the severity, but does not alter the probability of occurrence, of the other disturbance type over long time scales. Although both disturbance types may increase in frequency or extent in response to future warming, our records show no precedent that western spruce budworm outbreaks will increase future fire risk.

Multicentury reconstruction of western spruce budworm outbreaks in central British Columbia, Canada

The western spruce budworm (Choristoneura occidentalis Freeman; WSB) is a widespread and destructive defoliator of commercially important coniferous forests in western North America. In British Columbia, Canada, Douglas-fir (Pseudotsuga menziesii) is the most prevalent host, and records show that significant outbreaks have primarily occurred in the southern interior over the last century. In the central interior of British Columbia, particularly in the Cariboo Forest Region, the most recent outbreak of western spruce budworm, which is in its second decade, has been severe and widespread. It is perhaps due to this long outbreak, which is unprecedented in duration since detailed surveys began in the 1950s, that there is an anecdotal perception that the western spruce budworm is expanding its range northward into the region, affecting Douglas-fir near the edge of its northern distribution. However, very little is known about the long-term outbreak history of western spruce budworm in the central interior of the province. In this study we used 11 Douglas-fir host chronologies and 2 regional Pinus non-host chronologies to reconstruct western spruce budworm outbreaks over a 435-year period. Standard dendrochronological techniques were used to develop tree-ring chronologies at each site and the program OUTBREAK was used to detect outbreak periods. We reconstructed 12 outbreaks starting in early 1600s with a mean return interval of 30years. Sensitivity analysis illustrated that including light, moderate and severe intensity thresholds modified the number of reconstructed outbreaks, their duration and mean return interval. Sub-regional chronologies based on biogeoclimatic subzones and variants (BEC units), revealed strong synchrony of some outbreak events, but not all. Wavelet analysis of the sub-regional chronologies demonstrated the quasi-periodic behavior of western spruce budworm over the entire record, which averaged 32-years. By reconstructing WSB dynamics over 400years we demonstrated that outbreaks observed over the last 40years in the Cariboo Forest Region are not unprecedented.

Drought-triggered western spruce budworm outbreaks in the interior Pacific Northwest: A multi-century dendrochronological record

Douglas-fir forests in the interior Pacific Northwest are subject to sporadic outbreaks of the western spruce budworm, a species widely recognized as the most destructive defoliator in western North America. Outbreaks of the western spruce budworm often occur synchronously over broad regions and lead to widespread loss of leaf area and decrease in growth rates in affected stands. In spite of the ecological and economic significance of this defoliator, the mechanisms controlling this species’ population dynamics are still not fully understood. We used dendrochronological methods to reconstruct three centuries of western spruce budworm outbreaks at thirteen sites along a transect running from central Oregon to western Montana and compared the outbreak reconstructions with regional drought history. The reconstructions reveal repeated western spruce budworm outbreaks that sometimes persisted more than a decade and were significantly synchronous among sites. Synchrony was higher in the second half of the record, possibly due to changes in forest composition and structure brought about by land use practices. Across stands and regions, there was a moderately strong relationship between initiation of synchronous outbreaks and periods of transitional climate conditions in which moisture availability was below average prior to outbreak initiation, but above average in the first few years of an outbreak. There was a weak relationship between cessation of outbreaks and one or more years of high moisture availability. Outbreaks tended to occur near the end of droughts. The association between climatic variability and outbreak dynamics observed across this transect indicates that climate is an important driver of western spruce budworm outbreaks. Other factors that we did not test, but that may influence outbreak dynamics include stand structure, forest composition, predation, and phenological synchrony between larvae and host trees. Future changes in western spruce budworm outbreak dynamics will be determined by a combination of changing climate, interactions with other disturbance agents, and changing forest composition and structure. Our results suggest that western spruce budworm outbreaks will likely intensify if drought frequency increases in the future.

The Effects of a Western Spruce Budworm Outbreak on the Dead Wood Component in Relation to Ownership in Forests of Eastern Oregon

Abstract Forest Inventory and Analysis data were used to investigate the effects of a severe western spruce budworm outbreak on the dead wood component of forests in 11 counties of eastern Oregon for two time periods. The ownership and the level of damage (as assessed by aerial surveys) affected the resulting down woody material and standing dead trees. The pattern of coarse woody debris with respect to ownership and management intensity remained consistent into the next 10-year period. Harvesting tended to lower the amount of coarse woody debris on private forests. Federally managed forests had more standing dead trees than private lands, with more in the reserved than nonreserved areas. There was a reduction in the number of standing dead trees between the two periods.

Effects of a Western Spruce Budworm Outbreak on Private Lands in Eastern Oregon, 1980–1994

Abstract Forest Inventory and Analysis data from three inventory periods were used to examine the effects of a western spruce budworm outbreak on private lands in eastern Oregon. Growth was negatively related to defoliation with differences between crown ratio and species. The mortality and salvage harvesting caused changes in stand structure on private lands. Although many stands showed a decrease in basal area, there was no detectable decrease in host species as a percentage of basal area. The combined effect of mortality, harvest, and loss in predicted growth may be as much as 30% of the initial standing volume.

Multicentury history of western spruce budworm outbreaks in interior Douglas-fir forests near Kamloops, British Columbia

Western spruce budworm (Choristoneura occidentalis Freeman) is a native defoliator of forests in the interior Douglas-fir (Pseudotsuga menziesii var. glauca (Beissn.) Franco) forests of British Columbia, Canada. Dendrochronological techniques and the software program OUTBREAK were used to reconstruct a defoliation history of Douglas-fir for 19 forest sites near Kamloops in central British Columbia. By comparing the radial-growth response of ponderosa pine (Pinus ponderosa Dougl. ex P. Laws. & C. Laws.) with that of Douglas-fir growing in nearby but separate stands, eight western spruce budworm outbreaks over the past 300 years were distinguished. Although there is considerable variation in the timing and duration of these western spruce budworm events at the stand level, synchronous outbreaks have occurred in approximately 30- to 43-year cycles. Spectral analyses of a composite time series from all stands showed similar and consistent intervals between outbreaks. Climatic variation appears to have been important to budworm outbreaks in the 20th century. Notable outbreaks tended to occur during years with average spring air temperatures following winters with less than average precipitation. Based on this finding, it is proposed that with high over-winter survival rates and a longer growing season, the duration of outbreaks may increase in the future.

Dendroentomological and forest management implications in the Interior Douglas-fir zone of British Columbia, Canada

Douglas-fir ( Pseudotsuga menziesii var . glauca Mirb. Franco) forests in the Interior of British Columbia, Canada, show periodic defoliation due to western spruce budworm (WSB) ( Choristoneura occidentalis Freeman) outbreaks. Tree defoliation causes a reduction in radial growth and is therefore visible in tree rings. In this paper, we identify WSB defoliation history, and critically examine the potential for using dendrochronological analysis by comparing tree-ring estimates with insect surveys. WSB defoliation history was investigated using cores from Douglas-fir growing in the Lac du Bois region of the Kamloops Forest District. Years with an abrupt decrease in radial growth were considered as negative pointer years that potentially reflected WSB outbreaks. The comparison with ponderosa pine ( Pinus ponderosa Dougl., ex P. & C. Laws.) (a non-host species) permitted differentiation between growth reductions in Douglas-fir due to climatic effects and those due to defoliation by WSB. The dendrochronological data were matched with information reporting visible damage in Forest Insect Disease Survey (FIDS) and British Columbia Ministry of Forest records. Our objective-based method using ring-width measurements from host and non-host chronologies was compared with qualitative techniques based on the software program OUTBREAK. We were able to distinguish seven distinct outbreak events in 300 years of record.

A tree-ring reconstruction of western spruce budworm outbreaks in the San Juan Mountains, Colorado, U.S.A.

Tree-ring records were used to reconstruct spatial and temporal patterns of western spruce budworm (Choristoneura occidentalis Freeman) outbreaks in mixed conifer forests of southern Colorado. Reconstructions in 11 host stands showed a regionally synchronous pattern of at least 14 outbreaks during the past 350 years. Intervals between outbreaks were highly variable within stands, but at the regional scale outbreak intervals were more consistent. Spectral analyses of regional outbreak time series confirmed periodicities at about 25, 37, and 83 years. Comparison with an independent drought reconstruction indicated that outbreaks typically corresponded to increased moisture, while relatively little budworm activity occurred during dry periods. In contrast to other published reconstructions in Colorado and New Mexico, reconstructions from this study area did not exhibit significant 20th-century changes in the frequency of outbreak occurrence or magnitude of growth reduction. Sharply reduced growth during outbreaks was not clearly visible on the increment core samples, and budworm-induced reductions in tree-ring growth were usually detectable only after comparison with nonhost tree-ring series. This finding emphasizes that defoliation effects on ring growth can be highly relativistic. Hence, caution should be exercised in reconstructing insect outbreak histories based only on visual detection approaches, or without comparison with nonhost or nondefoliated tree-ring control series.

Impacts of mountain pine beetle (Dendroctonus ponderosae) (Col., Scolytidae) infestation on future landscape susceptibility to the western spruce budworm (Choristoneura occidentalis) (Lep., Tortricidae) in north central Washington

Abstract: Current and future western spruce budworm [Choristoneura occidentalis (Freeman)] hazard was evaluated for a 400 ha (1000 acre) landscape in north central Washington state using computerized growth and hazard‐rating models. The landscape has recently suffered extensive overstory lodgepole pine [Pinus contorta (Dougl. ex Loud.)] mortality due to a mountain pine beetle [Dendroctonus ponderosae (Hopkins)] infestation. To evaluate the impact of this lodgepole pine mortality on future susceptibility to western spruce budworm outbreaks, computer simulations in which overstory lodgepole pine was retained or removed were compared. Susceptibility to western spruce budworm attack increases more rapidly and intensely with overstory lodgepole pine mortality. Additional scenarios included silvicultural treatments to reduce stand density and alter species composition. Results suggest that a variety of management options are available to reduce landscape‐level western spruce budworm risk.

A dendroecological reconstruction of western spruce budworm outbreaks (Choristoneura occidentalis) in the Front Range, Colorado, from 1720 to 1986

Radial increment cores from Douglas-fir (Pseudotsuga menziesii) and blue spruce (Picea pungens), defoliated by western spruce budworm (Choristoneura occidentalis), were analyzed by means of dendrochronological methods and compared with cores from undefoliated ponderosa pine (Pinus ponderosa) and lodgepole pine (Pinus contorta) growing on the same sites in the Front Range, Colorado. Extensive deforestation during the gold and silver booms in the second part of the nineteenth century led to dense and almost pure stands of shadetolerant budworm host species. By using the skeleton plot method, the number of trees with clear growth reductions is obtained, thus representing an exact record of forest insect attacks. The analysis of abrupt growth reductions revealed at least nine outbreaks of western spruce budworm between 1720 and 1986, the majority occurring in the nineteenth century. The outbreaks were graphically compared with periods of attack in New Mexico and Colorado which were detected by other scientists employing tree-ring measurement techniques. No increase in the frequency of severe outbreaks during the twentieth century was observed, yet there is some evidence that the most recent outbreak might be the most severe ever recorded. Open Douglas-fir stands on higher sites were more susceptible to heavy budworm attack than dense stands on lower sites. Blue spruce was less frequently and less severely attacked than Douglas-fir. The spatial pattern of historical outbreaks generally was very patchy.

Multi-century regional western spruce budworm outbreak patterns

Multi-century regional western spruce budworm outbreak patterns