1 Introduction

Embolism resistance, estimated by the pressure inducing 50 % loss of xylem hydraulic conductivity (P 50), is strongly associated to drought stress resistance in both conifers (Brodribb and Cochard 2009; Brodribb et al. 2010) and angiosperms (Barigah et al. 2013; Urli et al. 2013). Although stems of conifers are on average more resistant to embolism than those of angiosperms, P 50 values vary widely within conifer taxa (−2.1 to −18.8 MPa; Maherali et al. 2004; Delzon et al. 2010; Pittermann et al. 2010; Larter et al. 2015). Bouche et al. (2014) showed that this tremendous variability of embolism resistance in the conifer taxa was strongly associated with the bordered pit structure in tracheids. In contrast, Lamy et al. (2014), in an intra-specific study on 513 genotypes of Pinus pinaster Aiton showed a very low variability of embolism resistance suggesting that this trait is highly constrained at the branch level within a species (Lamy et al. 2011). No significant difference in P 50 was found between populations of Pinus hartwegii Lindl. among an altitudinal gradient in Mexico (Sáenz-Romero et al. 2013) and at the intra-specific level between various conifer species (Anderegg 2014). However, embolism resistance in these studies was performed on branches only.

Within a single plant, comparison of vulnerability to embolism between different organs has been studied to understand drought resistance at the whole-plant level. How plant organs cope with embolism formation in a segmented or integrated way has an important impact on their growth and survival. Zimmermann (1983) initially proposed the hydraulic segmentation hypothesis suggesting that distal plant organs would be more subject to embolism events because of a decline in water potential from proximal to distal organs. Tyree and Ewers (1991) interpreted this hypothesis as the vulnerability segmentation hypothesis, suggesting that distal tissues are more vulnerable to embolism than proximal tissues to prevent embolism events in the main stem axis. While roots were found to be more resistant to embolism than stems in Populus and Juglans species (Cochard et al. 2002; Hukin et al. 2005), other intra-plant studies showed that roots and trunks were less resistant to embolism than branches (Sperry and Ikeda 1997; Martínez-Vilalta et al. 2002; Domec et al. 2006; Dalla-Salda et al. 2009; McCulloh et al. 2014).

Moreover, there is an important discrepancy between studies in P 50 values obtained for a given species and organ. For Pseudotsuga menziesii (Mirb.) Franco, for instance, reported P 50 varies from −2.45 to −6.3 MPa for branches, from −1.3 to −4.7 MPa for trunk segments, and from −1 to −3.8 MPa for roots (Sperry and Ikeda 1997; Martínez-Vilalta et al. 2002; Domec et al. 2006; Dalla-Salda et al. 2009; McCulloh et al. 2014). This discrepancy between studies could be due to the use of different sub-species that may differ in their habitat and vulnerability to embolism, or to the use of different hydraulic techniques that are applied to measure embolism resistance: air injection (Sperry and Ikeda 1997; Martínez-Vilalta et al. 2002; Domec et al. 2006; McCulloh et al. 2014), the centrifuge flow method (Dalla-Salda et al. 2009), dehydration (Domec et al. 2006), and ultrasonic acoustic emissions (McCulloh et al. 2014). In addition, various techniques have been used to compare organs of a single tree within a single study (McCulloh et al. 2014). Knowing that different hydraulic techniques can provide variable results (Cochard et al. 2013; Jansen et al. 2015), the variability of embolism resistance within a tree should ideally be measured with one single method.

Xylem anatomy between organs of a single tree can show considerable variation (Martínez-Vilalta et al. 2002; Domec et al. 2006; Schulte 2012; Schuldt et al. 2013). Because embolism resistance in conifers is related to the anatomy of bordered pits, P 50 is expected to vary with pit anatomical properties. While the anatomy of bordered pits has been widely studied in conifer branches, less is known about the variation of pit anatomy in trunks and roots (Hacke and Jansen 2009). Furthermore, even though it is common to use several samples from an individual tree to study the embolism resistance for a given species, it is important to consider both the intra-specific and intra-organ variability of P 50.

This paper investigates embolism resistance in branches, trunks, and roots of four Pinaceae species (P. menziesii, P. pinaster, Pinus sylvestris Herb., and Cedrus atlantica Endl.) based on the flow-centrifuge method (Cavitron). In addition, anatomical observations of bordered pits are carried out to determine if differences in P 50 are associated with the anatomy of torus-aperture overlap in bordered pits. Specific aims of this study are (1) to address the intra-organ variability of embolism resistance in P. pinaster and P. menziesii and (2) to test the vulnerability segmentation hypothesis for our four conifer species. Our results are important to encompass the ecophysiology of plants as most studies assessing the vulnerability to embolism are carried out on branches only.

2 Materials and methods

2.1 Species studied

We carried out this study on four common Pinaceae species from a temperate and Mediterranean climate that are widely represented in Europe and the USA: P. pinaster (Maritime pine), P. sylvestris (Scots pine), P. menziesii (Douglas fir) and C. atlantica (Atlas cedar). These four species are of particular economic importance for forestry because of their timber.

2.2 Plant material and sampling

Except for roots, sampling was carried on a single adult tree per species to minimize potential variation between tree genotypes. For all species, branches and trunk material were sampled following the same protocol.

Individuals of P. pinaster and P. menziesii were collected at the Institut National de la Recherche Agronomique of Pierroton (INRA, France; Table 1). Branch sampling was conducted before the dry season and early in the morning when plant water status is at its highest to minimize xylem embolism and needles were immediately removed after cutting. Branches were then wrapped up with humid paper and kept in plastic bags to avoid desiccation. Then, approximately 60-cm-long trunk segments (excluding nodes) were sampled and immediately transported to the GENOBOIS platform (INRA, Pierroton, France) where long sticks from the trunk (baguettes) were cut following a specific protocol. First, wood sections including the five outermost sapwood growth rings were cut with a chainsaw. Then, baguettes of 8 × 8 mm2 (cross sectional area, corresponding at least to one growth ring) were re-cut with a double-bladed saw. Special attention was given to choosing the straightest growth rings to facilitate the cutting between latewood and earlywood tracheids. Baguettes were then conserved in cold water (4 °C) until measurements.

Table 1 Species studied, the age and height of the trees sampled, and the number of samples for each organ

For P. pinaster and P. menziesii, 1-cm-diameter shade and light branches from the four azimuths of the five youngest whorls were sampled from the top to the bottom of the living crown (named W1 to W5; W1 being the youngest whorl; Fig. 1). On the same tree, five trunk segments were selected and the bark was marked to identify the height (H1 to H5; H1 being the highest segment; Fig. 1), with four azimuth locations for each segment. Trunk baguettes were cut from the four azimuths of each segment (Fig. 1). Root data, from intact adjacent individuals from the same monospecific and even-aged forest stands, were retrieved from Bouche et al. (2015) for P. pinaster and P. menziesii. Briefly, a powerful blower was used to expose the root system (radius of approximately 1.5 m and 60 cm deep from the base of the tree, Fig. 1) without causing mechanical tension or damage to the roots. Only roots of 50-cm length and less than 1-cm diameter were chosen. Individuals of P. sylvestris and C. atlantica were sampled at the INRA in Crouël (Clermont-Ferrand, France) following the same protocol except that only few samples per organ were collected (Table 1). Only the inter-organ variability was tested for the latter two species.

Fig. 1
figure 1

Intra-organ experimental design. Three to five samples for each azimuth and whorl were collected for branches. Three to five trunk baguettes were cut from each azimuth of five trunk segments. For roots, only the azimuth effect was taken into account and only one depth was considered (<60-cm deep; n = 2 to 4 per azimuth)

2.3 Vulnerability curves

Xylem embolism of branches, baguettes, and roots was assessed with the centrifuge flow technique (Cavitron; Cochard 2002; Cochard et al. 2005). Samples of P. pinaster and P. menziesii were measured at a high-throughput phenotyping platform (University of Bordeaux, France) and samples of P. sylvestris and C. atlantica at the CAVIDROME platform in Clermont-Ferrand (France).

Prior to measurements, branches and baguettes were cut under water to a standard length of 27 cm, and the bark was removed with a razor blade. Since torus-aperture sealing occurs in bordered pits of conifer xylem when these are subject to high pressure, removal of embolized tracheids is unlikely to be achieved by long vacuum infiltration, nor by flushing as commonly done for angiosperm wood segments (Delzon et al. 2010; Pivovaroff et al. unpublished data). Therefore, samples were not flushed before they were inserted in the cavitron sample holder. The samples were then infiltrated with a reference ionic solution of 10 mM KCl and 1 mM CaCl2 in deionized and ultrapure water, and centrifugal force was used to generate negative pressure into the xylem and induce embolism. Baguettes and branches were measured following the protocol of Dalla-Salda et al. (2009). For baguettes, open tracheids along the split longitudinal surfaces did not affect our vulnerability curve measurements because only the relative amount of water flowing through intact tracheids between both stem ends was used to obtain a vulnerability curve. Measurements on the actual specific hydraulic conductivity (k s), however, might be affected by open tracheids in baguettes. The maximum hydraulic conductivity (k max, m2 MPa−1 s−1) was measured under low xylem pressures (ψ, close to 0 MPa). Then, the rotation speed of the centrifuge was gradually increased by 0.5 or 1 MPa to lower the xylem pressure, and the corresponding hydraulic conductivity (k i, m2 MPa−1 s−1) was calculated. The percentage loss of conductivity (PLC) of branches and baguettes was determined at each pressure step following the equation:

Vulnerability curves were \( \mathrm{P}\mathrm{L}\mathrm{C}=100\left(1-\frac{k_i}{k_{\max }}\right) \) fitted using the equation of Pammenter and Vander Willigen (1998):

$$ \mathrm{P}\mathrm{L}\mathrm{C}=\frac{100}{\left[1+ \exp \left(\frac{s}{25}\times \left(\psi -{p}_{50}\right)\right)\right]} $$

where P 50 (MPa) is the xylem pressure inducing 50 % loss of conductivity, and s (% MPa−1) is the slope of the vulnerability curve at the inflection point.

Root data were retrieved from earlier cavitron measurements (Bouche et al. 2015) on embolism resistance for young roots (<1-cm diameter) of P. pinaster and P. menziesii, including trees from the same even-aged forest at the INRA facility as the trees sampled in this paper.

2.4 Anatomical observations

Pit anatomical observations were carried out on samples used for hydraulic measurements. For each species, the SEM observations were limited to three samples per organ and a minimum of 50 measurements per trait. The TEM observations were limited to one sample per organ and species and a minimum of 20 measurements per trait evaluated. Samples that were closest to the average P 50 value were selected for anatomy.

2.5 Scanning electron microscope

Standard protocols were used to prepare branch, trunk, and root samples for SEM. Samples were cut with a fresh razor blade in order to have the radial tracheid walls exposed. After drying for 24 h in an oven at 60 °C, the samples were fixed on stubs, coated with gold using a sputter coater (108 Auto, Cressington, UK) for 40 s at 20 mA, and observed under 5 kV with a benchtop SEM (Phenom G2 pro, FEI, The Netherlands).

2.6 Pit properties

Based on previous studies (Domec et al. 2008; Delzon et al. 2010; Pittermann et al. 2010; Bouche et al. 2014), the torus-aperture overlap (O) appears to be tightly scaled to embolism resistance. Thus, SEM images of radial sections were used to measure the horizontal pit aperture diameter (D PA) and horizontal torus diameter (D TO) in order to determine the torus-aperture overlap (O = (D TO − D PA)/D TO). All anatomical data were based on earlywood tracheids, which are responsible for most of the hydraulic conductance (Domec and Gartner 2002).

2.7 Statistical analyses

Variation of embolism resistance (P 50) between species; between organs (branch, trunk, and root); and within a single organ (whorls/height, azimuths) were assessed using a Wilcoxon-Mann-Whitney test. Data and statistical analyses were conducted using SAS software (version 9.4 SAS Institute, Cary, NC, USA). We also used coefficients of variation (CVs) to compare the distribution of P 50 values within a given azimuth, whorl/height for branches and trunk baguettes of P. pinaster and P. menziesii.

3 Results

Vulnerability curves for all organs and species followed a sigmoidal shape as illustrated in Fig. S1. The average P 50 values for branches of P. menziesii, P. pinaster, and P. sylvestris were similar. C. atlantica was the most resistant species studied. Mean P 50 values of branches were −3.9 ± 0.31, −3.8 ± 0.23, and −3.8 ± 0.08 MPa for P. menziesii, P. pinaster, and P. sylvestris, respectively, and −4.9 ± 0.2 MPa for C. atlantica (Table 2).

Table 2 Variation in bordered pit anatomy and embolism resistance between tracheids from branch, trunk, and root material of four conifer species

3.1 Intra-organ variability

The intra-organ variability for embolism resistance (P 50) was similar in both P. pinaster and P. menziesii (Table 3). No significant effect of azimuths, whorl/height (Table 3, Fig. 2), and of the azimuths × whorl/height interaction was found for embolism resistance in branches and trunk baguettes (Table 3). For roots, only the azimuth effect was tested and was found to be insignificant (Table 3). In addition, for each organ, the P 50 values measured for a given azimuth, whorl or height showed a relatively small variability (average CVbranch = 6.1 ± 1.3 % and 7.9 ± 1.2 %; CVtrunk = 4.6 ± 0.9 %, and 6.6 ± 2.1 % for P. pinaster and P. menziesii, respectively).

Table 3 Effect of azimuth, whorl/height, and azimuth × whorl/height for embolism resistance of branches (P 50Branch), trunks (P 50Trunk), and roots (P 50Root) of P. pinaster and P. menziesii (p value <0.05), was assessed with a Wilcoxon-Mann-Whitney test
Fig. 2
figure 2

Mean P 50 (50 % loss of conductivity, MPa) values of branches (a, b) and trunk baguettes (c, d) per azimuth (a, c) and whorl/height (W1–5 and H1–5; b, d) of two conifer species: P. pinaster and P. menziesii. Error bars show standard errors

3.2 Inter-organ variability

Trunks were always significantly more vulnerable than branches, except for C. atlantica, for which P 50 values of branches and trunks were similar (Table 2, Fig. 3). Roots were more vulnerable than branches in the two Pinus species, and similar to branches in P. menziesii (Table 2, Fig. 3). However, the difference between roots and branches was highest in P. pinaster (P 50 = −3.7 ± 0.23 and −2.58 ± 0.13 MPa for branches and roots, respectively; Table 2, Fig. 3).

Fig. 3
figure 3

Vulnerability curves for branches (blue lines), trunks (green lines), and roots (red lines) of four conifer species (P. pinaster (a), P. menziesii (b), P. sylvestris (c), C. atlantica (d)) showing mean values of the PLC (loss of hydraulic conductivity in xylem, %) as a function of xylem pressure (MPa). The shaded bands represent the standard errors. n branch = 81:61:6, n trunk = 65:30:24, and n root = 14:9:3 for P. pinaster, P. menziesii, and P. sylvestris, respectively. For C. atlantica, only branches (n = 6) and trunk baguettes (n = 4) were measured

Dimensions of bordered pits (D PA and D TO) of the trunk and roots were significantly different from branches (Table 2) and no correlation was observed with P 50. In particular, roots and trunks tend to have a larger pit aperture diameter (D PA) and torus diameter (D TO, Table 3, Fig. 4). However, the torus-aperture overlap (O) remained unchanged in all species, except for P. pinaster, which showed a much lower value of O in roots than in branches and trunks (O = 0.44, 0.42, and 0.32, for branches, trunks, and roots, respectively; Table 2, Fig. 4).

Fig. 4
figure 4

Light microscopy images showing anatomical details of xylem tracheids in transverse sections of branches (a, b) and roots (c, d) from P. pinaster (a, c) and P. menziesii (b, d). Tracheid and torus-margo pits (arrows) are significantly different in size between branches and roots, especially in P. pinaster

4 Discussion

Our results show that vulnerability to embolism for branches of P. menziesii, P. pinaster, and P. sylvestris are similar, but slightly different than C. atlantica. The intra-organ investigation highlighted no variability of embolism resistance within a given organ in P. pinaster and P. menziesii. This suggests that P 50 might be constrained within an organ and indicates that the usual approach of studying a few samples per individual provides a valid approach to estimate embolism resistance for a given organ. However, this generalization might be restricted to conifers only as it has been shown that shade/light conditions can have a significant implication in angiosperm embolism resistance (Cochard et al. 1999; Barigah et al. 2006; Herbette et al. 2010).

Recent studies have challenged the vulnerability segmentation hypothesis, reporting large differences in the magnitude of embolism resistance between organs with branch being dramatically more resistant than trunk and root (Sperry and Ikeda 1997; Martínez-Vilalta et al. 2002; Domec et al. 2006; Vilagrosa et al. 2012; McCulloh et al. 2014). Yet, one of our major results regarding the inter-organ variability is that secondary xylem of the trunk and root is not as vulnerable to embolism as suggested previously. In particular, our results on P. menziesii demonstrate that when a single method is applied to measure P 50 for different organs, P 50 values show less variation between organs than previously reported for this species (Sperry and Ikeda 1997; Domec et al. 2006; McCulloh et al. 2014). This discrepancy could be explained by the application of different methods to determine embolism resistance between various organs within a tree. Although roots and trunks are either equally or more vulnerable to embolism than branch xylem for P. pinaster, P. sylvestris, and C. atlantica, the P 50 values of trunks and roots differ not more than 1 MPa from those of branches. Moreover, Bouche et al. (2016) show that needles and stems of P. pinaster have a similar xylem embolism resistance based on x-ray computed tomography. These findings suggest that vulnerability to embolism varies only slightly at the whole-plant level, from the needles to the roots, and consequently do not support the vulnerability segmentation hypothesis (Tyree and Ewers 1991) and the “hydraulic fuse” hypothesis (Sperry et al. 1998).

In addition, our findings demonstrated that both roots and needles are slightly more or equally vulnerable to embolism than other organs. This challenges the view that the distal portions of the path (roots and/or distal stems or needles) are likely to experience xylem embolism at a daily and/or seasonal basis, which also questions refilling of embolized tracheids at night (Johnson et al. 2009, 2012). Under natural conditions, distal organs such as needles in P. pinaster may experience a seasonal minimum water potential of −2 MPa (ψmin, Delzon et al. 2004). According to Zimmermann (1983), the minimum seasonal water potential becomes less negative in a basipetal direction (i.e., from the leaves to the roots), which may decrease the risk of embolism from distal to proximal organs. Taken together, the limited variation in embolism resistance reported here suggests that a high amount of xylem embolism is unlikely under summer drought, either at the branch level or at the whole-plant level (Delzon and Cochard 2014). Thus, the idea that trees regulate stomatal conductance in such a way as to allow leaf water potential to approach the point at which excessive cavitation might occur (Novick et al. 2016) is very unlikely. Instead of sacrificing less costly organs to prevent the spread of embolism in the main axis (Zimmermann 1983; Tyree and Ewers 1991), Pine species can be suggested to keep a sufficiently high safety margin at the whole-plant level to avoid embolism. The tight link between P 50 of branches and the seasonal minimum of drought stress experienced by plants (ψ min, Choat et al. 2012) might be extrapolated to other organs and also at the whole-plant level. Organs operating at low safety margins could experience a larger amount of embolism than those with high safety margins. Therefore, measurements of the minimum seasonal water potential and the quantity of native embolism for different organs of a plant (especially trunk and roots) might be highly informative to encompass the hydraulic strategy of whole plants.

Our results on embolism resistance are well supported by anatomical observations. Previous studies stated that the torus-aperture overlap is the main parameter related to embolism resistance (Delzon et al. 2010; Pittermann et al. 2010; Bouche et al. 2014), and Bouche et al. (unpublished) showed that equally vulnerable needles and stems of P. pinaster have a similar value of torus-aperture overlap. In this study, values of torus-aperture overlap remain similar in all species and organs, except for P. pinaster, which has lower torus-aperture overlap in roots than in branches and trunks. Interestingly, the species that do not show variability in their torus-aperture overlap exhibit no or only low variability in P 50 between organs (from 0.2 to 0.6 MPa difference). In contrast, a pronounced difference in P 50 between branches and roots (e.g., >1 MPa for P. pinaster), is in line with lower torus-aperture overlap in roots than in branches.

5 Conclusion

While embolism resistance of conifer branches has been widely studied at the inter-specific and intra-specific level, there is a real need to investigate root and trunk embolism resistance and safety margins on a broad taxonomic range of species to determine if assumptions made at the branch level are accurate for the whole plant. Our intra-organ comparison shows no variability of embolism resistance for a given organ, while our inter-organ analyses did not show a clear trend. In general, trunks seem to be slightly more vulnerable than branches, but roots can be either equally vulnerable or more vulnerable than branches. Thus, prospective work taking into account the inter- and intra-specific variability of embolism resistance for different organs might help us to fully understand the hydraulic pattern of plants. In addition, it would be interesting to test whether the relation between P 50 and torus overlap, which has mainly been studied for conifer branches (Bouche et al. 2014), also holds true for roots and trunks.