Introduction
Bark beetles (Coleoptera: Curculionidae: Scolytinae) are among the most destructive forest pests worldwide (Raffa et al., Reference Raffa, Grégoire, Lindgren, Vega and Hofstetter2015). This group of weevils harbours highly diverse species that spend the majority of their life cycles in various tissues of woody and herbal plants (Kirkendall et al., Reference Kirkendall, Biedermann, Jordal, Vega and Hofstetter2015). Bark beetles are of high ecological importance, as the majority of species lives in dead or dying plants, thus being early decomposers in forest ecosystems (Raffa et al., Reference Raffa, Grégoire, Lindgren, Vega and Hofstetter2015). Only a small number of species can successfully breed in living hosts (Kirkendall et al., Reference Kirkendall, Biedermann, Jordal, Vega and Hofstetter2015). These species, however, make bark beetles major forest or agricultural pests (Grégoire et al., Reference Grégoire, Raffa, Lindgren, Vega and Hofstetter2015; Raffa et al., Reference Raffa, Grégoire, Lindgren, Vega and Hofstetter2015). In addition, bark beetles are interesting study systems in evolutionary research, as several traits, e.g. feeding modes, reproductive systems, sex determination systems and levels of sociality, often originated multiple times independently (Kirkendall et al., Reference Kirkendall, Biedermann, Jordal, Vega and Hofstetter2015).
Bark beetles are commonly found in conifer forests of the northern hemisphere. Ips, Dendroctonus and Pityogenes are the most ecologically and socio-economically important genera in Europe and North America (Schelhaas et al., Reference Schelhaas, Nabuurs and Schuck2003; Gregoire and Evans, Reference Gregoire, Evans, Lieutier, Day, Gregoire and Evans2004; Raffa et al., Reference Raffa, Aukema, Bentz, Carroll, Hicke, Turner and Romme2008; Cognato, Reference Cognato, Vega and Hofstetter2015; Six and Bracewell, Reference Six, Bracewell, Vega and Hofstetter2015). Norway spruce, Picea abies (L.) Karst., is a major tree species in Europe and gets infested by several bark beetles (Pfeffer, Reference Pfeffer1995). In some regions, Norway spruce-dominated forests have been affected mainly by two scolytine species: Ips typographus (L.) and Pityogenes chalcographus (L.). Mass outbreaks usually follow abiotic disturbances, like wind-throw, snow-break or drought, providing high amounts of suitable material for brood production, subsequently resulting in rapid population growth and colonization of moderately stressed trees (Schroeder and Eidmann, Reference Schroeder and Eidmann1993; Schroeder and Lindelöw, Reference Schroeder and Lindelöw2002; Hedgren et al., Reference Hedgren, Weslien and Schroeder2003; Hedgren, Reference Hedgren2004; Wermelinger, Reference Wermelinger2004). However, these outbreaks are facilitated by other biotic and abiotic factors as well (Grégoire et al., Reference Grégoire, Raffa, Lindgren, Vega and Hofstetter2015; Netherer et al., Reference Netherer, Matthews, Katzensteiner, Blackwell, Henschke, Hietz, Pennerstorfer, Rosner, Kikuta, Schume and Schopf2015; Raffa et al., Reference Raffa, Grégoire, Lindgren, Vega and Hofstetter2015; Seidl et al., Reference Seidl, Muller, Hothorn, Bassler, Heurich and Kautz2015; Biedermann et al., Reference Biedermann, Müller, Gregoire, Gruppe, Hagge, Hammerbacher, Hofstetter, Kandasamy, Kolarik, Kostovcik, Krokene, Salle, Six, Turrini, Vanderpool, Wingfield and Bässler2019; Netherer et al., Reference Netherer, Kandasamy, Jirosova, Kalinova, Schebeck and Schlyter2021). Here we compare life-history traits of I. typographus and P. chalcographus, discuss them in the light of their evolutionary past and propose future research directions for a better understanding of the biology and ecology of these bark beetles.
Ips typographus and P. chalcographus – an overview
Both I. typographus and P. chalcographus have a similar geographic range and are distributed from the Mediterranean region to Northern Scandinavia and from Western Europe to East Asia (Knizek, Reference Knizek, Löbl and Smetana2011). The life cycles of I. typographus and P. chalcographus correspond to that of ‘standard’ polygynous phloem breeders (Sauvard, Reference Sauvard, Lieutier, Day, Gregoire and Evans2004). In brief, after hibernation adults leave their overwintering habitat and start to swarm in spring. In both species the male initiates a breeding system on a host that was selected on the basis of visual, olfactory and gustatory cues. After overcoming initial tree defence mechanisms, e.g. resin flow, the male bores through the bark and establishes a mating chamber in the phloem (Postner, Reference Postner and Schwenke1974; Wermelinger, Reference Wermelinger2004). By releasing aggregation pheromones, other male and female conspecifics are subsequently attracted (Francke et al., Reference Francke, Heemann, Gerken, Renwick and Vite1977; Schlyter et al., Reference Schlyter, Byers and Löfqvist1987a, Reference Schlyter, Birgersson, Byers, Löfqvist and Bergström1987b; Byers et al., Reference Byers, Birgersson, Lofqvist and Bergstrom1988, Reference Byers, Hogberg, Unelius, Birgersson and Lofqvist1989; Birgersson et al., Reference Birgersson, Byers, Bergstrom and Lofqvist1990). In both species usually multiple females enter the mating chamber, copulate with a single male and start to excavate individual mother tunnels. On either side of these tunnels eggs are deposited in small niches. Male and female parents express subsocial behaviour, as they perform brood care, e.g. by grooming eggs, providing a well-protected environment and a highly disposable food source for their offspring. Larvae establish individual tunnels in the phloem layer and finally pupate in pupal chambers. Afterwards young adults perform a maturation feeding in the surrounding phloem for gonad and flight muscle development, bore through the outer bark and disperse to establish the next generation (Postner, Reference Postner and Schwenke1974). Additionally, parental beetles of both species can re-emerge after a first brood establishment and initiate another offspring generation, i.e. a sister brood (Annila, Reference Annila1969; Postner, Reference Postner and Schwenke1974; Anderbrant and Lofqvist, Reference Anderbrant and Lofqvist1988; Anderbrant, Reference Anderbrant1989). Under favourable environmental conditions I. typographus and P. chalcographus can establish up to three generations (plus sister broods) per year (Postner, Reference Postner and Schwenke1974; Wermelinger, Reference Wermelinger2004; Wermelinger et al., Reference Wermelinger, Epper, Kenis, Ghosh and Holdenrieder2012), even though the discrimination of different generations and sister broods in the field is difficult.
Comparison of selected life-history traits
Biotic factors
Host range
Both I. typographus and P. chalcographus can utilize different conifer species of the family Pinaceae. However, they differ in their potential host range, their preference for and their performance on different tree species (table 1, fig. 1) (Postner, Reference Postner and Schwenke1974; Pfeffer, Reference Pfeffer1995; Bertheau et al., Reference Bertheau, Salle, Rossi, Bankhead-Dronnet, Pineau, Roux-Morabito and Lieutier2009b).
Ips typographus is generally classified as a monophagous bark beetle, whereas P. chalcographus is regarded to be oligophagous (Eidmann, Reference Eidmann1987; Mayer et al., Reference Mayer, Piel, Cassel-Lundhagen, Kirichenko, Grumiau, Okland, Bertheau, Gregoire and Mardulyn2015). The primary host of both beetles is Norway spruce, as it was proven by presence-abundance data under natural conditions or by preference-performance studies in the laboratory (Postner, Reference Postner and Schwenke1974; Pfeffer, Reference Pfeffer1995; Bertheau et al., Reference Bertheau, Salle, Roux-Morabito, Garcia, Certain and Lieutier2009a, Reference Bertheau, Salle, Rossi, Bankhead-Dronnet, Pineau, Roux-Morabito and Lieutier2009b; Cognato, Reference Cognato, Vega and Hofstetter2015; Schroeder and Cocos, Reference Schroeder and Cocos2018). Secondary, less commonly used hosts of both species are from the genera Pinus, Larix, Abies or Pseudotsuga, both native and non-native species (Postner, Reference Postner and Schwenke1974; Bertheau et al., Reference Bertheau, Salle, Rossi, Bankhead-Dronnet, Pineau, Roux-Morabito and Lieutier2009b; Schroeder and Cocos, Reference Schroeder and Cocos2018). Although the two beetles can colonize and breed in similar host species, P. chalcographus is more abundant on all secondary hosts (Bertheau et al., Reference Bertheau, Salle, Rossi, Bankhead-Dronnet, Pineau, Roux-Morabito and Lieutier2009b; Schroeder and Cocos, Reference Schroeder and Cocos2018). The oligophagous behaviour can confer an ecological and evolutionary advantage to P. chalcographus, as it can shift to other plants when primary hosts are scarce or absent, e.g. when new habitats are invaded.
Interspecific competition
Resource partitioning and competition have been described from various bark beetles (Paine et al., Reference Paine, Birch and Svihra1981; Light et al., Reference Light, Birch and Paine1983; Bouhot et al., Reference Bouhot, Lieutier and Debouzie1988; Rankin and Borden, Reference Rankin and Borden1991). Smaller-sized species colonize upper, thin-barked parts of trees, whereas larger-sized beetles are found in lower, thick-barked sections. This separation in ecological niches reduces interspecific competition and is driven by the diameter of the body (Grünwald, Reference Grünwald1986; Schlyter and Anderbrant, Reference Schlyter and Anderbrant1993; Amezaga and Rodriguez, Reference Amezaga and Rodriguez1998). Hence, given the larger body size of I. typographus, it prevails in thicker host material/stem sections than P. chalcographus, although overlaps occur (table 1, fig. 1) (Grünwald, Reference Grünwald1986; Göthlin et al., Reference Göthlin, Schroeder and Lindelöw2000). The latter one can utilize a broader range of bark sections, including those preferred by I. typographus. In these thicker parts, however, P. chalcographus is apparently outcompeted (Grünwald, Reference Grünwald1986).
Mating system, reproductive performance and gallery morphology
Ips typographus and P. chalcographus are polygynous bark beetles, however, they differ markedly in the number of females attracted per male (table 1, fig. 1). After building a mating chamber in the phloem, P. chalcographus males can mate with up to nine females (Schwerdtfeger, Reference Schwerdtfeger1929), whereas I. typographus has harem sizes of generally two or three, sometimes four, females (Wermelinger, Reference Wermelinger2004).
The two beetles also differ in their fecundity. One female of I. typographus can deposit up to 80, or even 100, eggs per gallery (Anderbrant and Lofqvist, Reference Anderbrant and Lofqvist1988; Anderbrant, Reference Anderbrant1990; Wermelinger, Reference Wermelinger2004), whereas one P. chalcographus female can lay up to 40 eggs (Schwerdtfeger, Reference Schwerdtfeger1929; Führer and Mühlenbrock, Reference Führer and Mühlenbrock1983). The average reproductive output per female, however, is much lower and highly variable under natural conditions (Thalenhorst, Reference Thalenhorst1958), depending on various factors, like the quality of the breeding material and inter- and intraspecific competition (Anderbrant and Lofqvist, Reference Anderbrant and Lofqvist1988; Anderbrant, Reference Anderbrant1990; Faccoli and Bernardinelli, Reference Faccoli and Bernardinelli2011). About 30 eggs per female likely reflect the average reproductive potential per gallery of P. chalcographus (Schwerdtfeger, Reference Schwerdtfeger1929) and 25 to 60 eggs for I. typographus (Thalenhorst, Reference Thalenhorst1958; Anderbrant and Lofqvist, Reference Anderbrant and Lofqvist1988; Anderbrant, Reference Anderbrant1990).
Both species differ in the architecture of their galleries (table 1, fig. 1). After mating I. typographus females build their mother tunnels in a vertical direction, following the fibre direction of the host. In contrast, females of P. chalcographus construct their mother tunnels in different directions starting from a central mating chamber, resulting in a stellar breeding system (Postner, Reference Postner and Schwenke1974). Obviously, these galleries are shaped by the number of females per male but underlying evolutionary drivers for these differences in the reproductive biology are unknown. It is also unclear if there is an optimal direction for maternal or larval tunnels, which might be influenced by factors, like the spatial structure of nutrients and tree defences as well as growth properties of associated fungi.
Pityogenes chalcographus usually shows higher attack densities and higher egg gallery densities on hosts and tends to be more ubiquitous than I. typographus (Hedgren et al., Reference Hedgren, Weslien and Schroeder2003; Hedgren, Reference Hedgren2004). The latter one, however, has a much higher tree-killing ability on living hosts (Hedgren, Reference Hedgren2004). Moreover, P. chalcographus is often found on trees that have already been attacked by I. typographus (Hedgren, Reference Hedgren2004). In habitats with plenty of suitable breeding material, e.g. storm-felled trees, P. chalcographus is more abundant in later phases of a post-storm period (Hedgren, Reference Hedgren2004; Schroeder and Cocos, Reference Schroeder and Cocos2018), underlining different preferences for host quality.
Fungal symbionts
Bark beetles are generally associated with a wide variety of filamentous fungi and yeasts (Six, Reference Six2013; Biedermann and Vega, Reference Biedermann and Vega2020) and more than 30 different fungus species have been isolated from the galleries of I. typographus and P. chalcographus (table 1, fig. 1) (Kirschner, Reference Kirschner1998; Kirisits, Reference Kirisits, Lieutier, Day, Gregoire and Evans2004; Giordano et al., Reference Giordano, Garbelotto, Nicolotti and Gonthier2013; Jankowiak et al., Reference Jankowiak, Kolarik and Bilanski2014). Most of these species are likely commensals or antagonists, however, bark beetles usually also have a few beneficial fungal associates. These mutualistic species provide nutritional benefits, aid in detoxification of tree defensive compounds and pheromone production and/or protect their hosts against antagonistic microbes (Francke-Grosmann, Reference Francke-Grosmann and Henry1967; Birkemoe et al., Reference Birkemoe, Jacobsen, Sverdrup-Thygeson, Biedermann and Ulyshen2018; Davis et al., Reference Davis, Stewart, Mann, Bradley and Hofstetter2019; Biedermann and Vega, Reference Biedermann and Vega2020). Likely candidates for mutualistic roles in I. typographus and P. chalcographus are fungal species in the ascomycete Ophiostomatales, i.e. the genera Ophiostoma, Grosmannia and Ceratocystiopsis, and Microascales, i.e. the genus Endoconidiophora (Harrington, Reference Harrington, Vega and Blackwell2005; Six, Reference Six2013). Both species, however, lack mycetangia/mycangia, i.e. external spore-carrying pockets (Francke-Grosmann, Reference Francke-Grosmann1956, Reference Francke-Grosmann1959, Reference Francke-Grosmann1963; Vega and Biedermann, Reference Vega and Biedermann2020), and many of the fungi are found only irregularly. Therefore, for P. chalcographus fungal symbionts have been regarded unimportant (Grosmann, Reference Grosmann1930; Mathiesen-Käärik, Reference Mathiesen-Käärik1960; Kirisits, Reference Kirisits, Lieutier, Day, Gregoire and Evans2004). For I. typographus debates on the importance and phytopathogenic properties of fungal symbionts to overcome healthy trees are still ongoing (Kirisits, Reference Kirisits, Lieutier, Day, Gregoire and Evans2004; Salle et al., Reference Salle, Monclus, Yart, Garcia, Romary and Lieutier2005; Lieutier et al., Reference Lieutier, Yart and Salle2009; Six and Wingfield, Reference Six and Wingfield2011). Fungi are exchanged between the two bark beetles, in particular Ophiostomatales from I. typographus to P. chalcographus, when they co-occur on the same tree (Grosmann, Reference Grosmann1930; Mathiesen-Käärik, Reference Mathiesen-Käärik1953). This co-occurrence usually results in the isolation of the same fungal species from galleries of the two bark beetles, even though several studies suggest that filamentous fungi are more common in I. typographus relative to P. chalcographus galleries (Grosmann, Reference Grosmann1930; Mathiesen-Käärik, Reference Mathiesen-Käärik1960; Krokene and Solheim, Reference Krokene and Solheim1996; Kirisits, Reference Kirisits, Lieutier, Day, Gregoire and Evans2004). The simple reason might be that thinner phloem dries out more quickly, providing worse conditions for fungal growth (Grosmann, Reference Grosmann1930; Mathiesen-Käärik, Reference Mathiesen-Käärik1953). This is supported by the fact that relatively dry- and heat-resistant fungi, e.g. Hypocreales in the genus Geosmithia, are more common in galleries of P. chalcographus (Kolarik and Jankowiak, Reference Kolarik and Jankowiak2013; Jankowiak et al., Reference Jankowiak, Kolarik and Bilanski2014).
Frequency differences of fungal associates, however, might result in different tree-killing abilities of the two bark beetle species (Krokene and Solheim, Reference Krokene and Solheim1996). Ips typographus is commonly associated with the highly virulent fungus Endoconidiophora polonica that may help beetles to overcome trees (Horntvedt et al., Reference Horntvedt, Christiansen, Solheim and Wang1983; but see Six and Wingfield, Reference Six and Wingfield2011) by over-stimulation of host defence (Lieutier et al., Reference Lieutier, Yart and Salle2009). Frequencies of E. polonica are locally highly variable and appear to differ between epidemic and non-epidemic populations (Harding, Reference Harding1989; Solheim, Reference Solheim1993; Krokene and Solheim, Reference Krokene and Solheim1996). Likely this fungus is a good colonizer of well-defended phloem of trees during epidemics (Solheim, Reference Solheim1992; Gibbs, Reference Gibbs, Wingfield, Seifert and Webber1993). Like other symbionts, it can cope with tree defensive compounds, e.g. terpenes or phenolics, and can even use those substances as a carbon source for growth (Krokene and Solheim, Reference Krokene and Solheim1998; Hammerbacher et al., Reference Hammerbacher, Schmidt, Wadke, Wright, Schneider, Bohlmann, Brand, Fenning, Gershenzon and Paetz2013; Krokene, Reference Krokene, Vega and Hofstetter2015; Wadke et al., Reference Wadke, Kandasamy, Vogel, Lah, Wingfield, Paetz, Wright, Gershenzon and Hammerbacher2016).
The second important fungal associate of I. typographus is Grosmannia penicillata. Like E. polonica, it is transmitted by dispersing beetles on the body surface via sticky spores (Furniss et al., Reference Furniss, Solheim and Christiansen1990) and is virulent to Norway spruce (Horntvedt et al., Reference Horntvedt, Christiansen, Solheim and Wang1983). Recently, it has also been shown that it can synthesize components of the aggregation pheromone of I. typographus (Zhao et al., Reference Zhao, Axelsson, Krokene and Borg-Karlson2015) and together with another associate Grosmannia europhioides it is even more efficient in degrading beetle-toxic phenolics than E. polonica (Zhao et al., Reference Zhao, Kandasamy, Krokene, Chen, Gershenzon and Hammerbacher2019). Furthermore, adult beetles prefer to feed on artificial spruce substrate colonized and thus detoxified by these fungi (Zhao et al., Reference Zhao, Kandasamy, Krokene, Chen, Gershenzon and Hammerbacher2019). These three fungi (E. polonica, G. penicillata, G. europhioides) were also the only ones emitting volatiles that attracted adult I. typographus in behavioural assays on an artificial spruce substrate and may thus be regarded as mutualists (Kandasamy et al., Reference Kandasamy, Gershenzon, Andersson and Hammerbacher2019). Other common associates, like Ophiostoma piceae and Ophiostoma bicolor, are neither attractive nor repellent to I. typographus and may thus be regarded as commensals (Kandasamy et al., Reference Kandasamy, Gershenzon, Andersson and Hammerbacher2019). Interestingly, bark beetle-infesting parasitoids can use volatiles emitted by certain microorganisms to detect their hosts, adding another part to these multi-trophic systems (Wegensteiner et al., Reference Wegensteiner, Wermelinger, Herrmann, Vega and Hofstetter2015).
Assays like those for I. typographus are lacking for P. chalcographus but given the lower abundance of fungi within their galleries beneficial effects might be smaller. Several studies, however, indicate that Geosmithia and yeasts that are transmitted by P. chalcographus are less dry-sensitive than Ophiostomatales and Microascales associated with I. typographus (Grosmann, Reference Grosmann1930; Kolarik and Jankowiak, Reference Kolarik and Jankowiak2013; Jankowiak et al., Reference Jankowiak, Kolarik and Bilanski2014). Grosmann (Reference Grosmann1930), for example, showed that yeasts are abundant in young breeding systems, especially surrounding eggs, from where they are picked up by larvae and can later be found as gut symbionts. If these early observations are true, P. chalcographus may profit from internal fungi in detoxification of defensive tree compounds but typically lacks external fungal symbionts that can help I. typographus to overwhelm living trees.
Yeasts are generally understudied in bark beetles (Davis, Reference Davis2015) and their role has only been partly elucidated for I. typographus (Leufven, Reference Leufven, Barbosa, Krischik and Jones1991). Main I. typographus pheromone components are synthesized by beetles de novo (Blomquist et al., Reference Blomquist, Figueroa-Teran, Aw, Song, Gorzalski, Abbott, Chang and Tittiger2010). However, several gut yeasts of I. typographus, the most common ones are Pichia holstii and Candida diddensii, oxygenate tree-defensive monoterpenes like α-pinene that beetles themselves oxidize to cis-verbenol, to either trans-verbenol or verbenone (Leufven et al., Reference Leufven, Bergstrom and Falsen1984, Reference Leufven, Bergstrom and Falsen1988; Leufven and Nehls, Reference Leufven and Nehls1986). Interestingly, cis-verbenol acts as an aggregation pheromone for I. typographus but not for P. chalcographus, whereas yeast-produced trans-verbenol or verbenone have anti-aggregation effects for both species (Leufven, Reference Leufven, Barbosa, Krischik and Jones1991; Davis, Reference Davis2015). The yeasts of P. chalcographus have not been studied for their semiochemical role and it needs to be determined if both species harbour different yeasts and how frequently they get exchanged.
Overwintering and diapause
Adverse conditions during cold winters can cause high mortality in bark beetle populations and thus drive population dynamics (Faccoli, Reference Faccoli2002; Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011, Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014; Wang et al., Reference Wang, Gao, Zhang, Dai and Chen2017). Numerous insects enter diapause to overcome unfavourable periods, like harsh winters in temperate regions. During diapause, development and reproduction are arrested, the metabolic rate is reduced and resistance against environmental stressors is increased (Kostal, Reference Kostal2006). Other adaptations of insects to cold are directly related to mitigating the lethal effects of low temperatures (Lee, Reference Lee, Denlinger and Lee2010). The diapause and overwintering behaviour of I. typographus has recently been reviewed in a comprehensive manner (Schebeck et al., Reference Schebeck, Hansen, Schopf, Ragland, Stauffer and Bentz2017). Therefore, we will cover this species just briefly, rather focus on P. chalcographus and especially highlight similarities and differences between the two bark beetles (table 1, fig. 1).
Cold tolerance
Major adaptations of insects to survive cold winters are strategies to cope with the freezing of body fluids. Ips typographus and P. chalcographus are both freeze-avoidant species (Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011, Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014), as they die when ice formation in body fluids occurs – the temperature when ice is built is defined as the supercooling point (SCP) (Bale, Reference Bale1993; Lee, Reference Lee, Denlinger and Lee2010; Sinclair et al., Reference Sinclair, Alvarado and Ferguson2015). Both species evolved a high supercooling capacity to survive cold conditions, by using a set of sugars and polyols to decrease the freezing point of the haemolymph (Kostal et al., Reference Kostal, Zahradnikova, Simek and Zeleny2007, Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011, Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014). Adults of P. chalcographus from Central European populations survived cold conditions below average temperatures of −26 °C in mid-winter, with some individuals surviving even −36 °C (Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011, Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014). Adult beetles of Central European I. typographus had average SCPs in mid-winter of about −20/−22 °C, with single individuals reaching SCPs of almost −27 °C (Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011). In addition, both beetles have also a high chilling potential to survive sub-zero temperatures above the SCP, even over long periods (Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011, Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014). Cold tolerance and survival is a plastic response, as insects can acclimatize to ambient conditions. In Northern Europe where winter conditions can be harsher than in more southern latitudes I. typographus can cope with temperatures as low as −32 °C, with an average of about −29 °C in mid-winter (Annila, Reference Annila1969). Moreover, I. typographus and P. chalcographus show similar patterns in their seasonal supercooling capacity, with the lowest SCP values in December/January (Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011, Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014), reflecting modifications depending on prevailing temperature conditions.
As the two bark beetles often overwinter under the bark of host trees, they might get in contact with ice in the moist, frozen phloem layer. This can result in inoculative freezing, a process when environmental ice enters the body via orifices or through the cuticle and results in freezing of body fluids (Lee, Reference Lee, Denlinger and Lee2010). Both species evolved adaptations to avoid inoculative freezing (Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011, Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014). Experiments with adult P. chalcographus, however, suggest that it can survive harsher conditions in the presence of external ice (Kostal et al., Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014) than adult I. typographus (Kostal et al., Reference Kostal, Dolezal, Rozsypal, Moravcova, Zahradnickova and Simek2011). The overwintering performance of the two beetle species was also tested under natural field conditions. In a Czech study, adult P. chalcographus survival rates over a winter ranged in most cases between ~30 and ~75% (Kostal et al., Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014). Considering also the survival rates under laboratory conditions and the SCP data obtained by Kostal et al. (Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014), high proportions of P. chalcographus populations might survive cold temperatures during Central European winters. Low temperatures, however, are not the only limiting factors for overwintering survival. Biotic and abiotic parameters that can vary on a very small, local scale contribute to a complex picture that determine mortality during cold.
Ips typographus overwinters either under the bark of hosts or in the forest litter (Biermann, Reference Biermann1977). In Central Europe, overwintering survival rates of I. typographus (across all developmental stages) hibernating under the bark of Norway spruce of about 50% were reported (Faccoli, Reference Faccoli2002). In Northern Europe, however, mortality of adult I. typographus overwintering under the bark ranges from ~60 to 100%, whereas adult survival in the litter or moss layer – with an additional insulating snow cover – is over 90% (Annila, Reference Annila1969). Unfortunately, studies on the overwintering behaviour and survival of P. chalcographus outside of host trees, e.g. in the forest litter, are currently lacking. Such data would be important to get a comprehensive picture of the beetle's life history.
One major difference in the overwintering biology of the two bark beetles concerns the developmental stages surviving low sub-zero conditions. In I. typographus only the adult stage can survive low sub-zero temperatures (Annila, Reference Annila1969; Faccoli, Reference Faccoli2002; Dworschak et al., Reference Dworschak, Gruppe and Schopf2014), whereas pre-imaginal stages survive only mild but still sub-zero conditions (Stefkova et al., Reference Stefkova, Okrouhlik and Dolezal2017). In P. chalcographus larvae, pupae and adults are able to survive low winter temperatures (Kostal et al., Reference Kostal, Miklas, Dolezal, Rozsypal and Zahradnickova2014). Ips typographus might face a decrease of population levels when beetles do not reach the adult stage before winter – which can happen when cold autumn temperatures slow down development or when warm conditions hamper the induction of diapause (details see below). In P. chalcographus, however, beetles that started their individual development late in the season or whose development was slowed down due to thermal conditions might still be able to survive winter although not completing their entire life cycle. This could relax selection on the timing of oviposition and thus increase the length of the egg-laying period, although the effects of a photoperiodically regulated reproductive diapause are not entirely clear (see below). Moreover, I. typographus overwintering only as adults could result in a synchronization of populations which might be advantageous during host colonization in the following season.
Diapause
Diapause expression is a major strategy for I. typographus to increase stress resistance during winter and additionally regulates development, reproduction and voltinism (Schopf, Reference Schopf1985, Reference Schopf1989; Dolezal and Sehnal, Reference Dolezal and Sehnal2007; Schebeck et al., Reference Schebeck, Hansen, Schopf, Ragland, Stauffer and Bentz2017; Schroeder and Dalin, Reference Schroeder and Dalin2017; Schebeck et al., Reference Schebeck, Dobart, Ragland, Schopf and Stauffer2022). The induction of the facultative reproductive diapause of the adult in the larval/pupal instars is driven by short-day photoperiods and the critical day length for Central European beetles is about 15 h (Schopf, Reference Schopf1989; Dolezal and Sehnal, Reference Dolezal and Sehnal2007). Diapause induction is not regulated by photoperiod alone, as the effect of day length is overridden by high temperatures (Dolezal and Sehnal, Reference Dolezal and Sehnal2007). Moreover, the critical day length increases with latitude, to respond to local environmental conditions (Schroeder and Dalin, Reference Schroeder and Dalin2017). Diapause termination occurs in mid-winter after experiencing a chilling period. Afterwards I. typographus remains in a post-diapause quiescence and resumes development and reproduction when conditions are favourable again (Dolezal and Sehnal, Reference Dolezal and Sehnal2007). In addition, several lines of evidence suggested that this species expresses a second diapause phenotype. Observations on suppressed development, reproduction and dispersal – despite permissive environmental conditions – indicated the presence of an obligate diapause, with both diapause phenotypes in one population (Schopf, Reference Schopf1985, Reference Schopf1989; Dolezal and Sehnal, Reference Dolezal and Sehnal2007; Schroeder and Dalin, Reference Schroeder and Dalin2017). Schebeck et al. (Reference Schebeck, Dobart, Ragland, Schopf and Stauffer2022) proved the existence of facultative (photoperiod-dependent) and obligate (independent of photoperiod) diapause phenotypes in I. typographus, showing varying portions in Central and Northern European populations with implications for seasonality and voltinism.
Pityogenes chalcographus seems to enter a photoperiodically regulated diapause in the adult stage as well (Führer and Chen, Reference Führer and Chen1979). Developmental studies under long-day and short-day conditions at different temperatures showed that all individuals of a generation emerge from their breeding systems at warmer conditions with only a minor influence of photoperiod. At lower temperatures, however, a distinct influence of day length on development was described, suggesting a photoperiodically mediated diapause which is modified by warm temperatures (Führer and Chen, Reference Führer and Chen1979). This would be a similar mechanism as described in I. typographus (Schopf, Reference Schopf1985, Reference Schopf1989; Dolezal and Sehnal, Reference Dolezal and Sehnal2007), however, additional studies are necessary to get a comprehensive picture.
Although bark beetles spend the majority of their live cycles in subcortical environments, they can process photoperiodic signals in various developmental stages. Even pre-imaginal stages, like larvae that lack eyes (stemmata) were reported to respond to photoperiodic cues, as it was shown in the mountain pine beetle, Dendroctonus ponderosae, by opsin gene expression and negatively phototactic behaviour (Wertman et al., Reference Wertman, Bleiker and Perlman2018).
Thermal effects on life history
The temperature-dependent development of I. typographus has been studied extensively under laboratory and field conditions (Annila, Reference Annila1969; Lobinger, Reference Lobinger1994; Coeln et al., Reference Coeln, Niu and Führer1996; Wermelinger and Seifert, Reference Wermelinger and Seifert1998, Reference Wermelinger and Seifert1999; Baier et al., Reference Baier, Pennerstorfer and Schopf2007). Data on developmental times, developmental thresholds or optimum temperature differ considerably among studies (Annila, Reference Annila1969; Coeln et al., Reference Coeln, Niu and Führer1996; Wermelinger and Seifert, Reference Wermelinger and Seifert1998). These differences are likely related to the experimental design or population-related factors. Values for the lower developmental threshold for the whole life cycle range from 5 °C (Annila, Reference Annila1969), to 8.3 °C (Wermelinger and Seifert, Reference Wermelinger and Seifert1998) and even to 12.3 °C (Coeln et al., Reference Coeln, Niu and Führer1996). Data from the most recent study by Wermelinger and Seifert (Reference Wermelinger and Seifert1998), however, are commonly used to model the phenology and voltinism of I. typographus and they reliably predict its development under natural conditions (Baier et al., Reference Baier, Pennerstorfer and Schopf2007; Jönsson et al., Reference Jönsson, Appelberg, Harding and Barring2009). The optimum temperatures for development and reproduction are about 30 °C (Wermelinger and Seifert, Reference Wermelinger and Seifert1998) and around 29 °C (Wermelinger and Seifert, Reference Wermelinger and Seifert1999), respectively. The upper developmental threshold is about 39 °C (Wermelinger and Seifert, Reference Wermelinger and Seifert1998) and Annila (Reference Annila1969) reported a strong increase of I. typographus mortality of all developmental stages at temperatures above 45 °C.
Data on the thermal performance of P. chalcographus are scarce. The temperature-dependent development was studied by Coeln et al. (Reference Coeln, Niu and Führer1996). These data on developmental thresholds are probably higher than under natural field conditions. Additional comprehensive and comparative studies on all temperature-related parameters have to be conducted to get a better understanding of its thermal performance.
In addition, temperature affects the flight activity of I. typographus and P. chalcographus. For both species, the lower limit for swarming initiation is relatively similar, about 16.5 °C/17 °C. The upper limit, however, is 30 °C in I. typographus, while P. chalcographus was still observed swarming at 35 °C (Lobinger, Reference Lobinger1994).
Although developmental parameters, like lower thermal thresholds or developmental times, of I. typographus and P. chalcographus seem to differ from each other, some similar patterns have been observed. For example, the developmental time of the larval stage is about threefold longer than the embryonic or pupal development, respectively. Furthermore, the maturation period of young adults comprises roughly 40% of the whole development in both beetles (Coeln et al., Reference Coeln, Niu and Führer1996; Wermelinger and Seifert, Reference Wermelinger and Seifert1998; Baier et al., Reference Baier, Pennerstorfer and Schopf2007).
Comparison of recent evolutionary histories
Biogeography
Differences in certain life-history traits of I. typographus and P. chalcographus could be related to differences in their evolutionary histories. Previous studies focused on processes during the last ice ages and assessed the effects of climate-driven range changes during glacial-interglacial periods (Stauffer et al., Reference Stauffer, Lakatos and Hewitt1999; Salle et al., Reference Salle, Arthofer, Lieutier, Stauffer and Kerdelhue2007; Avtzis et al., Reference Avtzis, Arthofer and Stauffer2008; Bertheau et al., Reference Bertheau, Schuler, Arthofer, Avtzis, Mayer, Krumbock, Moodley and Stauffer2013; Mayer et al., Reference Mayer, Piel, Cassel-Lundhagen, Kirichenko, Grumiau, Okland, Bertheau, Gregoire and Mardulyn2015; Schebeck et al., Reference Schebeck, Dowle, Schuler, Avtzis, Bertheau, Feder, Ragland and Stauffer2018, Reference Schebeck, Schuler, Einramhof, Avtzis, Dowle, Faccoli, Battisti, Ragland, Stauffer and Bertheau2019).
Studies on various European and North American bark beetles revealed that Pleistocene climatic oscillations shaped the genetic structure of several species. Moreover, these events are related to certain life-history traits, like the evolution of pheromone races, developmental variations, reproductive incompatibilities and the formation of novel sex chromosomes (Cognato et al., Reference Cognato, Seybold and Sperling1999, Reference Cognato, Harlin and Fisher2003; Mock et al., Reference Mock, Bentz, O'Neill, Chong, Orwin and Pfrender2007; Bracewell et al., Reference Bracewell, Pfrender, Mock and Bentz2011, Reference Bracewell, Bentz, Sullivan and Good2017; Dowle et al., Reference Dowle, Bracewell, Pfrender, Mock, Bentz and Ragland2017). Both I. typographus and P. chalcographus survived Pleistocene glaciation events in multiple, geographically isolated European refugia, shared with their main host plant Norway spruce (Stauffer et al., Reference Stauffer, Lakatos and Hewitt1999; Salle et al., Reference Salle, Arthofer, Lieutier, Stauffer and Kerdelhue2007; Avtzis et al., Reference Avtzis, Arthofer and Stauffer2008; Bertheau et al., Reference Bertheau, Schuler, Arthofer, Avtzis, Mayer, Krumbock, Moodley and Stauffer2013; Mayer et al., Reference Mayer, Piel, Cassel-Lundhagen, Kirichenko, Grumiau, Okland, Bertheau, Gregoire and Mardulyn2015; Schebeck et al., Reference Schebeck, Dowle, Schuler, Avtzis, Bertheau, Feder, Ragland and Stauffer2018). Apart from this general pattern, the two species exhibit important differences in their Pleistocene histories. Pityogenes chalcographus survived glacial periods in three major refugia: in the Russian plain, in the Carpathian Mountains and in the Italian-Dinaric region, followed by postglacial secondary contact (Avtzis et al., Reference Avtzis, Arthofer and Stauffer2008; Bertheau et al., Reference Bertheau, Schuler, Arthofer, Avtzis, Mayer, Krumbock, Moodley and Stauffer2013; Schebeck et al., Reference Schebeck, Dowle, Schuler, Avtzis, Bertheau, Feder, Ragland and Stauffer2018). In addition to these main refugia, P. chalcographus might also have survived cold events in smaller areas, like in the Apennine Mountains (Schebeck et al., Reference Schebeck, Schuler, Einramhof, Avtzis, Dowle, Faccoli, Battisti, Ragland, Stauffer and Bertheau2019) and other regions of Norway spruce Pleistocene survival (Tollefsrud et al., Reference Tollefsrud, Kissling, Gugerli, Johnsen, Skroppa, Cheddadi, van Der Knaap, Latalowa, Terhurne-Berson, Litt, Geburek, Brochmann and Sperisen2008).
In contrast, the Pleistocene history of I. typographus is less clearly resolved; specifically, the number and locality of refugia is still under debate. Recent studies propose that European populations are generally structured in two major genetic groups with an overall pattern of north-south clustering (Bertheau et al., Reference Bertheau, Schuler, Arthofer, Avtzis, Mayer, Krumbock, Moodley and Stauffer2013; Mayer et al., Reference Mayer, Piel, Cassel-Lundhagen, Kirichenko, Grumiau, Okland, Bertheau, Gregoire and Mardulyn2015) with slight signals of sub-structure (Krascsenitsova et al., Reference Krascsenitsova, Kozanek, Ferencik, Roller, Stauffer and Bertheau2013; Mayer et al., Reference Mayer, Bjorklund, Wallen, Langstrom and Cassel-Lundhagen2014, Reference Mayer, Piel, Cassel-Lundhagen, Kirichenko, Grumiau, Okland, Bertheau, Gregoire and Mardulyn2015). Irrespective of the exact number of refugial areas, the locality of one or several regions is also unknown but was very likely shared with one refugium of Norway spruce (Schmidt-Vogt, Reference Schmidt-Vogt1977; Tollefsrud et al., Reference Tollefsrud, Kissling, Gugerli, Johnsen, Skroppa, Cheddadi, van Der Knaap, Latalowa, Terhurne-Berson, Litt, Geburek, Brochmann and Sperisen2008) and additional minor areas were Norway spruce was present (Tollefsrud et al., Reference Tollefsrud, Kissling, Gugerli, Johnsen, Skroppa, Cheddadi, van Der Knaap, Latalowa, Terhurne-Berson, Litt, Geburek, Brochmann and Sperisen2008). A genome-wide survey as well as a thorough population sampling across the species' range might elucidate this open question in bark beetle biogeography.
Evolutionary history
Differences in certain life-history traits of I. typographus and P. chalcographus could additionally be the result of the species' different evolutionary age. Present mitochondrial P. chalcographus lineages diverged about 100,000 years ago, whereas the evolutionary history of I. typographus is about five times younger (Bertheau et al., Reference Bertheau, Schuler, Arthofer, Avtzis, Mayer, Krumbock, Moodley and Stauffer2013). The genetic structure of both beetles is characterized by high levels of gene flow, however, P. chalcographus has a deeper structure than I. typographus (Stauffer et al., Reference Stauffer, Lakatos and Hewitt1999; Avtzis et al., Reference Avtzis, Arthofer and Stauffer2008; Bertheau et al., Reference Bertheau, Bankhead-Dronnet, Martin, Lieutier and Roux-Morabito2012, Reference Bertheau, Schuler, Arthofer, Avtzis, Mayer, Krumbock, Moodley and Stauffer2013). Differences in age, genetic structure and glacial refugia could be related to varying patterns in host range, overwintering biology or thermal performance, however, detailed future studies have to test these hypotheses on the evolution of these two bark beetles.
Summary and outlook
Ips typographus and P. chalcographus are two common and widespread bark beetle species with diverse life histories. Ips typographus is clearly a stronger tree killer than P. chalcographus. Given in particular its narrower host range and higher host-quality demands, we hypothesize that selection for tree-killing is stronger in I. typographus. This could explain the evolution of I. typographus as a facultative tree-killer. If this hypothesis is correct and the lower adaptability could indeed be linked to the lower genetic diversity as a result of the last ice ages, tree-killing might be a relatively recent trait in I. typographus.
Although these two species are most likely the best-studied bark beetles in Europe, many facets of their evolutionary ecology remain unknown. Based on our comparative review, we propose the following future research directions that should be approached ideally using not only I. typographus and P. chalcographus, but several representatives of the species-rich group of Scolytinae:
1. Host usage: Studying physiological mechanisms, e.g. detoxification of defence-related tree metabolites, and the influence of different phloem properties, like moisture or nutrients, on performance in trees would help to understand host colonization by bark beetles (Krokene, Reference Krokene, Vega and Hofstetter2015).
2. Reproduction: Bark beetle mating systems are highly diverse, from monogamy to inbreeding and harem polygyny (Kirkendall, Reference Kirkendall1983). Also within harem-polygynous species there is variation in the number of females per gallery, as seen for the two species reviewed here. Whether this is the consequence of higher mortality of males during dispersal flights, host search and gallery establishment and whether this is affected by host species, host quality or quality of male beetles are only some research directions to shed light on the evolution of bark beetle mating behaviour (Kirkendall, Reference Kirkendall1983).
3. Symbioses: The roles of fungi, yeasts and bacteria in the life histories of most bark beetles are largely unknown (for example, Six, Reference Six2013; Davis, Reference Davis2015; Zhao et al., Reference Zhao, Kandasamy, Krokene, Chen, Gershenzon and Hammerbacher2019). Elucidating their nutritional values, detoxification potential, influence on feeding habits or effects on pheromone production are only some examples for future research directions. Moreover, unravelling the evolutionary history of these associations will be crucial for understanding these bark beetle symbioses.
4. Life-cycle regulation: Effects of abiotic factors on the life histories of bark beetles are mainly known for economically important species. Data on the influence of temperature and photoperiod on ontogenetic development, diapause expression, survival or phenology from a wide range of species are essential to understand their ecology and evolution.
The rapid increase in modern ‘omic’ tools and the increasing availability of whole-genome data for bark beetles (Keeling et al., Reference Keeling, Yuen, Liao, Docking, Chan, Taylor, Palmquist, Jackman, Nguyen, Li, Henderson, Janes, Zhao, Pandoh, Moore, Sperling, Huber, Birol, Jones and Bohlmann2013; Bracewell et al., Reference Bracewell, Vanderpool, Good and Six2018; Powell et al., Reference Powell, Groβe-Wilde, Krokene, Roy, Chakraborty, Löfstedt, Vogel, Andersson and Schlyter2021) gives us the opportunity to tackle these questions with more sophisticated approaches than in the past. Such research on these and other bark beetle species (i) can help to understand basic evolutionary processes, e.g. population dynamics, niche construction, tree-killing ability, mating system evolution and the evolution of symbioses, and (ii) are the basis for developing novel control measures against these major forest pests.
Acknowledgements
We thank Dan A. Hahn (University of Florida, Gainesville) and Rui Cardoso-Pereira (IAEA, Seibersdorf) for organizing and editing this special issue, and Dinesh Kandasamy (Lund University) and Thomas Kirisits (BOKU Vienna) for comments on bark beetle-associated fungi. We also thank Mehdi Khadraoui for drawing nice beetles, fungi, trees and breeding systems, and the Austrian Science Fund (FWF) for financial support (project P26749-B25 to C. Stauffer). P. Biedermann acknowledges funding by an Emmy-Noether grant of the German Science Foundation (DFG; grant number BI 1956/1-1). M. Schebeck thanks the ‘Hochschuljubiläumsfonds der Stadt Wien’ (grant number H-289980/2016), the Austrian Ministry for Agriculture, Regions and Tourism (Waldfonds grant 'IpsEMAN', no. 101687) and the fund ‘120 Jahre Universität für Bodenkultur’ for financial support. Finally, we thank four anonymous reviewers for their helpful comments.