The hypothesis that the microclimatic conditions prevalent in SPS may reduce tiller mortality, and potentially stimulate tiller appearance in grasses better adapted to the shade, during the typical summer of subtropical climates was accepted. DG emerged as the specie with the best understory persistence in the first summer, attributable to the highest degree of tiller survival and appearance in relation to its own full sunlight performance and to the other species, especially when tree rows were N-S oriented. HL displayed high sensitivity to summer conditions, irrespective of the light conditions, experiencing a complete tiller mortality under tree influence but not in full sunlight. FA has better tiller survival and final tiller density in full sunlight, yet SPS increased tiller death, compromising its overall persistence. Despite the greater TPD for DG after the first summer, the challenging environmental conditions in the subsequent year compromised tiller survival, especially in the silvopastoral understory.
The study's findings align with the understanding that the spatial arrangement of trees in SPS plays a crucial role in influencing microclimate, which, in turn, affects the performance of understory forage species. Despite a substantial 20-meter distance between tree rows, the microclimatic conditions observed in the silvopastoral understory in both years of study can be considered highly challenging for the development of the forage species. Considering that the arboreal component consisted of Eucalyptus trees (perennial leaves) with approximately 30 m of height in this study, high PAR reductions were observed in both understory conditions. The PAR transmissivity reached only 20% during the winter in E-W oriented tree rows compared to full sunlight treatment (100% of transmissivity). Additionally, soil moisture was consistently lower in understory conditions for most of the year, despite the difference was reduced during the absence of rain. N-S tree row orientation maintained the lowest level of water content in the soil throughout all the experiment, but all conditions presented a severe reduction in soil moisture during summer in both years. Soil temperature consistently remained higher in the full sunlight treatment throughout the experiment, with similar values observed between SPS conditions. These results align with the data obtained in the study by Karki and Goodman (2015) for mature trees, where the soil temperature was higher in full sunlight treatment during all the experiment, and soil moisture under the SPS was lower than in open pasture. In contrast to young trees, mature trees exhibit greater need for water and more extensive root systems to absorb the water available in the soil, generating higher water demand in SPS compared to open pasture (Karki and Goodman, 2015).
Irrespective of their genotypic characteristics for tolerating shade conditions, the three grass species studied in the understory showed lower TPD at the end of spring compared to those in full sunlight. It is well stablished that in shaded sites, where photosynthates are limited, tillering is diminished due to the preferential allocation of current photosynthate to existing tillers rather than to the development of new tiller buds (Belesky et al. 2006). In the present study, however, the factor determining greater summer persistence in the understory was not solely the quantity of tiller present at the end of spring, but rather the reduced senescence and the emergence of new tiller generations during the summer. Under tree canopies, DG exhibited the highest TS and maintained a consistently low TDR throughout the observation period in relation to the other treatments and to the other species. Notably, DG presented the highest tiller appearance in February, which was slightly superior in the N-S compared to E-W tree row orientation. As a consequence, DG ended the summer period with a greater tiller density than it had at the beginning of this season in the first year of study.
On the other hand, when exposed to full sunlight conditions, FA displayed the highest TPD both at the beginning and at the end of the summer period. Previous research have shown that the persistence of FA during summer in subtropical climates is primarily determined by the number of tillers present at the end of spring (Jáuregui et al. 2017). In this context, Duchini et al. (2018) demonstrated that for species with functional types classified as conservative growth strategy, such as FA, persistence is primarily determined by the survival of the existing tillers. However, for those classified as moderately exploitative, like DG, persistence is also influenced by the continuous appearance of new tillers. In the current study, the higher tiller density in FA at the end of spring, rather than the appearance of new tillers in the summer, played a pivotal role in contributing to its increased persistence under full sunlight. This finding aligns with previous research conducted in analogous climatic conditions (Jáuregui et al., 2017).
Despite exhibiting higher TS in full sunlight, FA showed lower TS and reduced tiller appearance during summer when cultivated under tree canopies, when compared to DG. As a shade-tolerant specie, DG exhibits the adaptive capacity to modulate its photosynthetic processes, ensuring optimal functionality under low-light conditions (Mercier et al. 2020). This inherent trait underscores the species’ proficiency for sustained survival over an extended period within the canopy’s shaded environment. Alternatively, grasses with lower shade adaptation (classified as shade avoiders) exhibit increased partitioning preferentially to shoot at the expense of root biomass when exposed to low light environments (Solofondranohatra et al. 2021). In naturally dense communities, shoot elongation induced by low red/far-red light may confer a fitness advantage, enabling shade-avoiding grasses to adjust their growth patterns, optimize their exposure to sunlight, and rapidly dominate gaps in the canopy (Pierik et al., 2013). However, as elongation is frequently attained at the cost of leaf, tillers and root growth, shade avoidance may result in a reduction in the productivity in understored conditions. Indeed, the reduced root biomass could lead to a diminished capacity for these species to persist in situations where the soils exhibit low water availability, high temperatures, and low air humidity - conditions typically prevalent during the summer in the context of this study.
In the case of HL, a biennial specie, high tiller mortality rate was observed in all situations. In understory conditions, all tillers present at the end of spring died during the summer. Despite some studies suggesting its suitability for low-light environments (Olmos et al., 2011), this specie, with low tolerance for dry conditions, encountered challenges in thriving under severe soil water restriction during the summer in the tree understory. Nevertheless, a few tillers were able to survive only in the full sunlight (exhibiting higher soil moisture levels), potentially contributing to the species’ persistence in the following year.
The investigation into the development of forage species under varying light conditions is a common focus in various studies, as light is widely acknowledged as the most limiting factor in silvopastoral systems. However, our study clearly demonstrates that the association between different microclimatic variables synchronously influences the response of crops in forest understories. Water is a primary factor for forage development, and this variable significantly decreased in understory conditions in both study years. From December to January in the N-S treatment, soil volumetric water content remained below 5% in the second year and averaged 15% in the first year. In this context of water restriction, Volaire and Leliévre (2001) showed that DG exhibits a better ability for water uptake at very low soil water potentials and higher dehydration control than FA. In our conditions, DG showed a higher number of tillers at the end of the first summer compared to FA and HL in understory conditions, but in the second year we did not observe a similar performance. Probably, the association between shade tolerance and drought survival strategies allowed DG to persist better in the first year but was not sufficient for the following year.