417 Adv. Hort. Sci., 2019 33(3): 417-431 DOI: 10.13128/ahs-24618 Climate change effect on the bud break and flowering dates of the apple trees in mountainous and plain regions of Algeria A. Abed 1, 2 (*), M. Bonhomme 3, A. Lacointe 3, G. Bourgeois 4, D. Baali- Cherif 1 1 National School of Agronomic Sciences, Algiers, Algeria. 2 Laboratory Water‐ Rock ‐Plant, Khemis‐Miliana University, Algeria. 3 Clermont Auvergne University, INRA, PIAF, F‐63000 Clermont‐Ferrand, France. 4 Agriculture and Agri‐Food Canada, Saint‐Jean‐sur‐Richelieu Research and Development Centre, Saint‐Jean‐sur‐Richelieu (QC), Canada. Key words: budburst, flowering, Golden delicious, modelling, temperature. Abstract: Global warming is a strongly felt reality in recent years in Algeria. The fruit trees crop is particularly exposed to the impact of this warming, especially apple trees. A comparative study has been realized between a chronological daily temperature series from 1980 to 2016, and phenological data series (bud- burst and flowering) from 2000 to 2016, regarding the apple tree variety of Golden Delicious in two zones of Northern Algeria, Sidi Lakhdar (town of Ain Defla, in an altitude of 211 m) and Benchicao (town of Médéa, in an altitude of 1133 m). Some contrasting tendencies according to sites and periods have been demonstrated: very significant warming at Sidi Lakhdar site in autumn and spring, in particular in October and April, disturbing thus the entrance of the buds in the endodormancy and ecodormancy. The result is a late action of the cold until February, which proved to be insufficient. However, no average warming has been demonstrated at the Benchicao site, where the tempera- tures between November and January were cold enough to satisfy the need of cold units and raise the endodormancy. It seems that the failure to fulfill the need of cold units at Sidi Lakhdar site has strongly affected the goodness of fit of the classic phenological models, confirming indirectly the existence of more complex physiological processes (not taken in consideration by models), which manifest themselves in limited zones such as Sidi Lakhdar site. 1. Introduction According to the experts of the Intergovernmental Group of the Climate Evolution (IGCE), from now on to the end of the 21st century, the average temperature will be raising from 2 to 6°C in Europe following the regions, the climatic models and the socio-economic scenario. The sum- mer droughts will be more intense as well (Giannakopoulos et al., 2005; (*) Corresponding author: abedlila24@yahoo.fr Citation: ABED A., BONHOMME M., LACOINTE A., BOUR- GEOIS G., BAALI-CHERIF D., 2019 - Climate chan‐ ge effect on the bud break and flowering dates of the apple trees in mountainous and plain regions of Algeria. - Adv. Hort. Sci., 33(3): 417-431 Copyright: © 2019 Abed A., Bonhomme M., Lacointe A., Bourgeois G., Baali-Cherif D. This is an open access, peer reviewed article published by Firenze University Press (http://www.fupress.net/index.php/ahs/) and distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited. Data Availability Statement: All relevant data are within the paper and its Supporting Information files. Competing Interests: The authors declare no competing interests. Received for publication 15 January 2019 Accepted for publication 3 September 2019 AHS Advances in Horticultural Science http://creativecommons.org/licenses/by/4.0/ http://creativecommons.org/licenses/by/4.0/ http://creativecommons.org/licenses/by/4.0/ Adv. Hort. Sci., 2019 33(3): 417-431 418 Gleizer et al., 2007). According to Legave (2009), a worrying accelera- tion of the global warming has appeared during the 1990 decade and much more during 2000 decade. In occidental Europe and the Mediterranean Basin, on a recent period of 30 years (1973-2002), we can esti- mate the average increase of the annual tempera- ture at about 1°C since the end of 1980’s. Regional differences are noticed though, with a warming rela- tively marked in the region of Meknes in Morocco (2.3°C) (Balaghi, 2017), definitely higher than the one marked in the South-West of France (+1.3°C in Nimes)(Legave, 2009). The global warming will affect, and has already notably done, a wide range of physical/biological sys- tems and human activity sectors, among which agri- culture (including livestock) and its principal function of producing and nutrition (Seguin, 2010). For Algeria, the 21st century shall be characterized by temperatures increase, in the order of 1.0 to 1.5°C at the horizon of 2020 (Fourth report of the IGCE in Bourchef, 2013) and precipitations decrease in the order of 15 to 20%. Extreme climatic phenomena are already affecting the region, like the rain and thun- derstorms of November 2001 in Algiers and October 2008 in Ghardaia, and the cold waves in January 2005 and February 2001 in all Algeria. All these events can be qualified as historic at least regionally. Some simu- lations realized for two types of agricultural years in terms of pluviometry (normal and dry), show at the horizon of 2020 a decrease in the yield of winter cereals from 6% to 14% according to the geographi- cal regions and the year type in Algeria (Tabet-Aoul, 2000; Tabet-Aoul and Bessaoud, 2009). Phenology is the study of the occurrence of peri- odic events in animal and plant life in relation with the climate variations. Those are characters that interpret the organisms’ adaptation to the climatic variation (Chuine, 2005). The task of plant-phenology is to observe and record the periodically recurring growth stages. Leaf unfolding, flowering of plants in spring, fruit ripening, colour changing and leaf fall in autumn are all examples of phenological events (Koch et al., 2006). It has been designated as a key point to evaluate the global warming impact on the agricultural cultiva- tions (Moriondo and Bindi, 2008). Many studies have pointed an agreement which many species advanced the spring phenology events (budburst and blooming dates) particularly (Doi and Katano, 2008; Gordo and Sanz, 2010; Malagi, 2014). Since distinct phenological stages were defined decades ago (Baggiolini, 1952; Lichou et al., 1990; Meier et al., 1994), a comparison of available definitions of phenological stages in cher- ry used independently throughout Europe showed overlaps and shortcomings; hence, harmonisation was reached in this respect in the COST Cherry FA 1104 working group 2 (cherry phenology and climate change) based largely on the acceptance of the BBCH scale and agreed standard cultivars for phenology monitoring. Cultivars were selected on the basis of early, medium and late flowering and most widely grown throughout Europe. This contribution presents the agreed phenology stages in both visual and word- ing evidence. Similarly, this contribution presents the agreed cultivars to be monitored in future for phe- nology and climate change effects for harmonization (Wenden et al., 2017). In this context, the fruit arboriculture seems rela- tively vulnerable from the fact of some of its charac- teristics, rather biological (eg: the fruit trees sustain- ability and their need to many years of growth before fruiting) than economic. Compared to other produc- tions (annual cultivations), the fruit arboriculture is particularly exposed to unfavorable climatic impacts from the fact of multiannual consequences (alterna- tion of production after ceasing) and accumulative (repeated impacts on the tree architecture). On the socio-economic level, strong links have been woven during the time between the product and its produc- tion place (eg: Provence almonds, Roussillon apri- cots…etc). This characteristic developed in France, for commercial valorization reasons, in a regulatory form of origin and quality naming (eg: Agen prunes, Lorraine plums…etc.). From this fact, the substitution of varieties and much more species for long-term cli- matic adaptation reasons seems relatively difficult to be implemented, probably risking to encounter regu- latory and human obstacles (Legave, 2009). These characteristics constitute an obstacle to the fast changes, not only to the variety range but also to the cultivation systems to cope with rising tempera- tures or other constraints from climate change. This climate vulnerability has already been expressed in t h e 2 0 0 0 s b y s t r o n g p r o d u c ti o n i r r e g u l a r i ti e s . Unprecedented accumulations of unfavorable climat- ic conditions (frost, high temperatures, excessive rainfall) have been observed during key phases of the annual cycle of trees, from flowering to fruiting. Thus, in southern France, very significant production losses were provoked, especially in 2007 for cherry trees following stormy episodes in May and June, which strongly penalized the French production, and in 2008 for apricot following episodes of excessive Abed et al. ‐ Climate change effect in apple flowering 419 heat as blooming approached. Sensitive varieties have had abortion rates that strongly penalize the national production. Phenological notes on flower buds of fruit trees, collected under contrasting temperature (time and place) conditions in Europe, showed a significant advance of the different phenological stages, espe- cially the flowering dates, for all the places. Modeling work on spring phenology strongly suggests that warming has two opposite effects: (1) in autumn and early winter, a slowdown in the satisfaction of cold unit needs, delaying endodormancy; (2) at the end of winter and in spring, an acceleration of the satisfac- tion of the heat needs during the ecodormancy phase. The more pronounced intensity of this latter effect, consistent with the more pronounced increas- es in temperature at the end of winter-early spring than in autumn, largely explains the advances in flowering (Legave et al., 2009). The analysis of flowering dates over long periods in Western Europe for the Golden Delicious apple variety reveals more significant progress in the North of the continent (10 days) than in the oceanic west (6-7 days) and a shortening of flowering time in con- tinental regions (Legave et al., 2012). These regional differences across Western Europe led to a decrease in spatial variability, that is to say, smaller differences between the flowering dates in the contrasting regions (decrease of 8-10 days for complete flower- ing between the Mediterranean and continental regions). Modeling studies, based in particular on the correlations between the average temperature of the period of ecodormancy and the observed flowering dates, confirm the notion that flowering advances and shortenings are mainly due to a faster satisfac- tion of the demand for heat units (Legave et al., 2015). However, delayed endodormancy has also been noted in the oceanic and Mediterranean regions, which may explain the shorter advances in these areas despite similar or greater warming and ulti- mately lead to delayed flowering. The joint statistical analysis of flowering date series for the Golden Delicious variety and temperature dynamics reveals a geographical diversity of responses to warming from autumn to spring. Temperate climates in Europe are characterized by flowering progress, while soft cli- mates are characterized by flowering progress or sta- tionary flowering dates (eg. Morocco and Brazil), (Legave et al., 2015). At the same time, Legave et al. (2015) and El Yaacoubi et al. (2016) have shown in mild winter conditions, a longer flowering time asso- ciated with the high average temperature of the endodormancy period. In the same context, a comparison of dormancy dynamics of vegetative and floral buds of apple and almond trees was recently conducted between southern France, southern Brazil, and northern Morocco. Differences in dormancy intensity and kinetics have been identified in relation to regional differences in the satisfaction of cold needs and dif- ferent levels of requirements of the genotypes stud- ied. The observed diversity of dormancy patterns suggests that genotypes adapted to mild climates (eg, almond trees, apple trees with low cold needs) are characterized by the ability of vegetative buds to remain in a state of low dormancy and ability of flower blanks to grow rapidly, guaranteeing the absence of phenological anomalies subsequent to foliage and flowering (El Yaacoubi et al., 2015). The apple tree is currently an important fruit species in Algeria. Production is the most important fruit production, but it does not sufficiently cover the demand. The central region (Medea - Blida - Ain Defla) totals about 7400 ha or about a quarter of the total area. Apple cultivation has grown considerably, from 30,000 ha in 2003 to 41,000 ha in 2013, with a production reaching 400,000 tons (F.A.O 2013, men- tioned by Meradi, 2015). Due to the levels of yield and quality obtained, the Golden Delicious variety is one of the three varieties that dominate the Algerian market, particularly in the region of Medea (Golden Delicious 70%, Starkrimson 20% and Granny Smith 5%) (Hadj Sahraoui, 2014). The apple “hanna”, of its real name “anna”, is a new variety of apple trees introduced in Algeria. It is planted in less cold areas, in the center of Algeria on the perimeter of high chel- lif in Ain Defla, in the west on the Sebaou valley of Telemcen and in the east to Khenchela and M’sila. They are among the varieties less demanding in cold and generally give apples of lesser quality, hardly storable (Hamdani et al., 2016). However, apart from regionalized studies aimed at predicting climate change through time series of temperature and rainfall and estimating its impact on crops through the increase of yields in all regions of Algeria including Constantine region in the east of the country (Kherief Nacereddine and Alatou, 2004; Tabet, 2008; Zekri et al., 2009) and Oran region in the west (Benabadji and Bouazza, 2000; Labani et al., 2006), no study on phenological development as a key element to characterize the impact of climate change has been undertaken. We therefore wanted to begin to fill this gap with this study aiming at first, Adv. Hort. Sci., 2019 33(3): 417-431 420 the characterization of climate change via tempera- ture series and the search for a possible impact on the phenology of the apple tree and, in a second step, the determination of the critical periods with regard to the accumulation of cold units and units of heat, by the implementation of the classical pheno- logical models. For this, we analyzed the time series of phenological data of the Golden Delicious variety in two contrasting zones from the climatic point of view: a zone of plain with a rather warm climate, Sidi Lakhdar (town of Ain Defla) and a cooler zone in alti- tude, Benchicao (town of Medea). 2. Materials and Methods Sites and climatic data The temperature data recorded for each site are shown in Table 1. The two zones selected in this study are: Sidi Lakhdar (town of Ain Defla, latitude: 36° 15 ‘50’’ N, longitude: 2° 09’ 39’’ E, altitude 211 m, located in the center of Algeria 145 km south-west of Algiers) known for its semi-arid climate with a mild winter and a very hot summer, and Benchicao (town of Médea, latitude: 36° 11 ‘59’’ N, longitude: 2° 50’ 55’’ E, altitude 1133 m, located 80 km south-west of Algiers) in a mountainous area with a warm temper- ate climate. Daily maximum and minimum temperature data obtained over a period of 37 years (1980 to 2016) were collected at weather stations near selected sites belonging to the National Office of meteorology. Average temperatures were calculated using maxi- mum and minimum temperatures. Missing daily data were estimated using two methods: A linear interpolation for some values over 1 to 3 days (means to fill the missing values of Tmax and Tmin were carried out): Correlations with another site for the longest periods namely; between the sta- tion of Sidi Lakhdar and the station of Chlef (latitude 36° 10’ N, longitude 1° 20’ E, altitude 116 m) for the month of May of the year 2005, and between the station of Benchicao (Médéa) and the station of Bordj Bou Arreridj (latitude 36° 04 ‘23’’ N, longitude 4° 45’ 39’’ E, altitude 930 m) for the months of January, February, March and April of the year 1980 and the month of May of the year 2001. Similarly, a correlation was made between the Médéa site and the Sétif meteorological station (lati- tude 36° 11 ‘28’’ N, longitude 5° 24’ 49’’ E, altitude 1038 m) for the months of September, October and November of the year 1981, and February and December of the year 1990. Phenological data Data collected from 2000 to 2012 were provided by specialized state agencies. These are average dates that represent all the orchards visited. Those from 2013 to 2016 were collected directly from the same orchards, which were among the most apple orchards planted at both sites. Phenological monitor- ing 3 to 4 times a week was carried out on adult trees, the number of which sufficiently covered the total area of a given orchard (50%), respecting the two orientations (North-South and West-East). These orchards have not undergone any chemical treat- ment to break endodormancy or accelerate flower- ing. Phenological stages were described according to the BBCH scale (Meier et al., 1997, 2001). The pheno- logical stages of bud break (bud burst, Baggiolini stage C and stage 51 of the BBCH scale) and early flowering (10% open flowers, Baggiolini F1 stage and 61 BBCH scale) were observed from 2000 to 2016 on the two apple orchards maintained according to con- ventional horticultural practices. Both stages were reported affected when 60% of the trees in the orchard had reached the given stage. Table 1 - Phenological and temperature data collected in climate-contrasting sites for ‘Golden delicious’ apple trees Site Benchicao (MD) Sidi Lakhdar (SD) Region (town) Medea Ain Defla Latitude/longitude 36°11' 59'' N / 2°50' 55'' E 36°15' 50'' N / 2°09' 39'' E Altitude (m) 1133 211 Climatic area sub-humid semi-arid Period recorded of temperature 1980-2016 1980-2016 Bud burst stage and observation period a BBCH 51 / 2000-2016 BBCH 51 /2000-2016 Flowering stage and observation period a BBCH 61 / 2000-2016 BBCH 61 /2000-2016 a: BBCH 51, 61; stages in phenological code BBCH (Meier, 1997), are respectively swelling buds of inflorescences and 10% of flowers open. Abed et al. ‐ Climate change effect in apple flowering 421 A, B and C. The parameter A determines the width of the window on which the function is not zero. The larger the value, the larger the temperature range over which the cold units are wide. Parameter B determines the sharpness of the response curve and its asymmetry. The more B differs from zero, the s h a r p e r t h e i m a g e ( a n d m o r e a s y m m e t r i c ) . Parameter C determines the value of the average response when B is close to zero and represents a limit to the temperature range over which cold units accumulate, when B is significantly different from zero. The Wang model was first defined by Wang and Engel (1998). It is characterized by an optimum and is not symmetrical. This concerns the family of the beta function. It is composed of three parameters, namely Tmin, Topt and Tmax (minimum, optimal and maxi- mum temperatures). The Sigmoid model was introduced by Hänninen (1990). It consists of two parameters, D and E. The D parameter defines the sharpness of the response. Values far from zero induce a sharper response curve. The parameter E is the average response tem- perature. Smooth Utah/ Wang and Smooth Utah/ Sigmoid T h e S m o o t h U t a h m o d e l w a s i n t r o d u c e d b y Bonhomme et al. (2010) and is a smoothed version of the Utah function proposed by Richardson et al. (1974). This function assumes that cooling can occur only over a range of temperatures and has four para- meters: Tm1, Topt, Tn2 and min. Negative cooling values can be accumulated on hot days, increasing the amount of cold to reach. Tm1: This parameter defines the sharpness of the decrease of the cold effect on the endodormancy of the buds. The lower Tm1, the slower is the decrease. Topt: This parameter corresponds to the optimum average daily temperature, for which a cooling unit is accumulated each day. Tn2: This parameter defines the intermediate response, i.e. the temperature (above Topt) that has half of Topt’s effectiveness for inducing endodorman- cy. M i n : T h i s p a r a m e t e r d e fi n e s h o w m u c h t h e impact of high temperatures can be negative. When min = 0, high temperatures do not have a neg- ative impact on endodormancy release. When min = - 1, the negative impact of a day that is too hot is equivalent to the positive effect of a day in Topt. Each model is characterized by efficiency (EFF), an estimated time (t0) and a quadratic error (RMSE: Root mean square error). Modeling and data analyses To better explain the phenological behavior of the Golden Delicious variety in the two sites studied and to highlight the effect of the temperatures on the lat- ter in terms of satisfaction in cold units and heat units, statistical analyses were carried out under R (R Development Core Team 2008), concerning regres- sion curves between the different temperature com- ponents (minimum, average and maximum) and the year as well as the two phenological stages (bud burst and flowering). Similarly, parametric name cor- relation tests of Spearman were performed between two variables namely annual and monthly tempera- ture (minimum, average and maximum) and year on the one hand and phenological stages on the other hand. Calculation and establishment of cold unit accumulation curves were performed using the Utah model (Richardson et al., 1974). Utah model The Utah model was designed by Richardson et al. (1974). This model combines the cold units for tem- peratures between 0 and 16°C and associates a nega- tive value with temperatures higher than 16°C. This model is built to use fixed degree-days (independent of cold units) to predict bud break. The Utah model (Richardson et al., 1974) transforms the hourly tem- perature into a cold unit from -1 to 1. The cumulative number of Utah cold units at time t is expressed as follows: UCUtot = With (U= 0 for T≤1.4°C, U= 0.5 for 1.4°C 12  °C), irrespective of variety, allowing up scaling of the results to possibly other varieties. Overall, the results have shown that diminishing chilling as a result of cli- mate change can be compensated for, in part up to 50%, by a larger amount of forcing to obtain natural flowering in the orchard. These results may explain the good progress of flowering on the site of Sidi Lakhdar, although the cold needs were not often sat- isfied. El Yaacoubi et al. (2014) also reported that spring temperatures appear to be essential for com- plete flowering in mild climates. In the latter case, early full flowering dates occurred when the average t e m p e r a t u r e d u r i n g t h e f o r c i n g p e r i o d r a p i d l y exceeded 15°C provided adequate satisfaction of the cold requirements. Phenological models predicting the occurrence of different phenophases as a func- tion of environmental conditions (mainly tempera- ture and photoperiod), predict that the global increase in temperature during the winter will slow or even jeopardize the endodormancy emergence due to lack of cold (Chuine et al., 2016). The one- phase and two-phase models for all years do not give good results at the Sidi Lakhdar site. This is explained by the negative influence of years when cold unit n e e d s h a v e n o t b e e n m e t . I f t h e s e y e a r s a r e removed, the two-phase Chuine/Sigmoid model for bud burst and flowering gives good results. This may mean that in these cases of partial non-fulfillment of cold unit requirements, the physiological processes involved in bud break-up and flowering are different or that “something” in addition occurs. At Benchicao site, the efficiency of the two-phase models is aver- age, since the requirements in cold units are often met; only the forcing period can have an effect on the precocity. This study aimed to show the effects of the antici- pated increase in temperature on two phenological phases of the apple tree (Golden Delicious) in two Algerian sites with contrasting climates. We high- lighted contrasting trends by site and by period. Warming at Sidi Lakhdar site in autumn and spring, however, the statistical data of temperatures did not raise any average warming at the Benchicao site. Rather surprising and never described before, there has been a tendency to cool down some months at the Benchicao site. Critical periods for cold units were identified, concerning the period between November and January at Benchicao site, but January t e m p e r a t u r e s w e r e m o r e i m p o r t a n t i n l i ft i n g endodormancy. At the site of Sidi Lakhdar, buds enter late into endodormancy and the result is a late action of cold that extends until February without always being sufficient. Forced side, it is the tempera- tures of the month of March that have a discriminat- ing effect on bud burst and flowering at the site of Benchicao combined with those of April at the site of Sidi Lakhdar. On this site, despite the warming in April, we do not gain in precocity probably because of a satisfaction of cold needs “to the limits” as describe Legave et al. (2012) for the Nimes region. We have also highlighted, particularly at the site of S i d i L a k h d a r t h a t m o r e c o m p l e x p h y s i o l o g i c a l processes must be at work especially the years of low cumulative cold units. It is not excluded that other factors, not included in this work, could be involved in the budburst process such as photoperiod or pre- cipitation (Vitasse et al., 2009; Grab and Craparo, 2011; El Yaacoubi et al., 2014). Except for the two- phase Chui ne/Si gmoi d budburst and floweri ng model, which gave better results at Sidi Lakhdar site after the elimination of the years when the cold unit requirements were not met, all the models give rather weak efficiencies indirectly confirming the non-taking into account of a complexity of factors associated with physiological functioning for sites like Sidi Lakhdar’s. The study of the impact of global warming on the apple tree requires a precise determination of the accumulations in cold units necessary for the emer- gence of endodormancy and budding in various envi- ronments. This involves highlighting these two phas- es by forcing techniques at the laboratory level and anatomical studies of meristematic bud tissues to see their ability to bud. References BAGGIOLINI M., 1952 - Les stades repères dans le dévelop‐ pement annuel de la vigne et leur utilisation pratique. - Revue Romande d’Agriculture et d’Arboriculture, 8(1): 4-6. 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