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General paper

THE USE AND IMPORTANCE OF HYBRID


INTENSIVE FORESTRY IN SOUTH AFRICA
N.P. Denison and J.E. Kietzka
(Mondi Forests - A Division of Mondi Paper Company Ltd)
(Paper presented at the IUFRO Conference on "Breeding Tropical Trees" held at Cali, Colombia)

SYNOPSIS
Interspecific hybrids are becoming increasingly important to the South African forest industry. Presently,
hybrids of the subtropical eucalypts are the most prominent. Many thousands of hectares of selected clonal
plantings have been established. The most common hybrid combinations are Eucalyptus grandis crossed
with either E. camaldulensis, E. urophylla or E. tereticornis.
These hybrids have made it possible to extend tree planting to areas traditionally considered off-site
for plantation forestry. On these marginal sites, the hybrids growth and survival outperformed the pure
species, and they are consistently more resistant to diseases, pests, cold, heat and drought. Through
developing hybrid combinations, land closer to processing sites can now be planted.
The wood and growth properties of the hybrids are normally intermediate between the parent species,
but superior growth to both parent species is common. Great care must be exercised in selectingthe parents
for the hybrid combinations, which must be based on performance of both parents from breeding trials.
To ensure uniform and consistent end products, wood properties should be considered as it is essential to
ensure that the density range of the hybrid is within acceptable limits. The basic wood density of the hybrid
is generally higher than that of pure E. grandis, and is influenced by age and site, which in turn will affect
the harvesting age.
The authors predict an increased operational use ofhybrids for the cold-tolerant eucalypts and for Pinus
species as vegetative propagation technology improves. Hybrids used commercially must be carefully
screened over a range of growing sites to ensure that the selected clones are well adapted for site and
product. Mondi is presently screening in excess of 1 000 hybrid clones of which only 1 to 2 % will be
commercialised.

INTRODUCTION therefore occured largely on more marginal sites.


Further constraints that influence profitable for-
The forestry and forest products industry is one ofthe estry and the processing industry are the high land
fastest-growing sectors ofthe SouthAfrican economy. prices for good land, long haulage distances and
Major expansion programmes have occurred in the associated transport costs, and a permit system which
industry since 1983, resulting in an explosion of restricts land availability for forestry.
afforestation programmes and land purchases. To These then are the constraints and challenges
meet future demand, it has been predicted that wood facing forestry management responsible for meeting
and fibre production would need to double by the year future sustainable wood and fibre requirements de-
2005. manded for profitable forestry. The challenges con-
This is a dynamic industry which uses modern fronting the forestry researcher, tree breeder, silvi-
technology and is based on a renewable resource culturist and forester are enormous. Hybrids will
which is dependant on only 1,2 % of South Africa's play an increasingly important role on the marginal
land area. Of a total land area of 119 000 000 ha about sites needed for forestry.
1400 000 ha is presently planted to exotic plantation.
It is doubtful whether the planted area will ever HYBRID FORESTRY· TECHNICAL CONSID·
reach 2 000 000 ha. Generally, South Africa can be ERATIONS
described as a dry country with only a small area
suitable for plantation forestry. However, the indus- The potential for hybrid forestry in South Africa has
try brings economic activity and rural prosperity to a been recognised for many years. Progress has how-
belt stretching from the southern Cape, up through ever been slow, owing to the technical difficulties
the Natal Midlands and Zululand to the eastern and related to either obtaining hybrid seed in sufficient
north-eastern Transvaal. utilisable quantities for commercial forestry or prob-
Although excellent growth potential exists in the lems in multiplying selected material through veg-
prime areas of good rainfall, climate and soils, this etative propagation. Van der Sijde and Roelofsen
type ofland is scarce and also in demand for agricul- (1986) reported the volume production of the hybrid
tural crops and livestock. Forestry expansions have between Pinus elliottii andP. caribaea v. hondurensis
Suid-Afrikaanse Bosboutydskrif- nr. 165, Junie 1993 55
at age 13 yars to be 2,5 times that of pure P. elliottii, Africa for the pines as well as the difficult to root cold-
the Pinus species commonly planted in the coastal tolerant eucalypts. Burdon (1988) notes that hedging
area of Zululand. Du Plooy (1984) reported the pulp appears to be effective technically, although few
properties of the 13-year-old hybrid trees to be com- hopes are held for it halting maturation indefinitely.
parable with those of P. elliottii. The solution to Even with the most rigorous hedging regime, matura-
meaningful operational use of selected hybrids is tion is expected to proceed gradually, but it might
therefore dependant on developing vegetative remain tolerable until the clones are made obsolete
propagation systems to increase selected hybrid com- by further genetic advances in the breeding pro-
binations for commercial forestry. Burdon (1988) gramme.
clearly distinguishes between clonal forestry (CF) According to Martin (1988), hybridisation is an
and vegetative multiplication (VM). In essence, CF efficient method of eliminating a number of sub-
infers a finite number ofselected clones whereas VM lethal genes. If the production population of Fl hy-
refers to multiplication of unidentified genotypes brids is managed in well-planned breeding pro-
starting with limited amounts of seed. These two grammes, many of our marginal sites will be made
systems will be used in South Africa to effectively profitable. This is certainly the case on marginal sites
exploit the benefits of hybridisation. Burdon (1988) in coastal Zululand, where sites oflow rainfall, poor
further states that to be worthwhile, CF an VM must soils or a combination ofboth have been transformed
be biologically safe, technically feasible and economi- into productive units. This is particularly meaning-
cally advantageous. ful when marginal sites close to the processing cen-
Hybrids generally have properties midway be- tres can be productively utilised. If, on the other
tween the parent species. To be of economic value, hand, breeding programmes are not well managed,
they must exhibit performance superior to the pure hybrid breakdown will occur in later generations,
species. Martin (1988) states that hybrid vigour when sub-lethal and recessive genes will once again
(heterosis) is always correlated with the environ- be expressed. Breeding populations must be well
ment in which the hybrid is grown. The heterosis is managed to ensure new hybrid combinations with
stronger in zones which are marginal for the pure genetic gains in successive generations.
species. The environmentally dependent hybrid vig- To produce hybrid combinations, breeding pro-
our is the basis for the success ofthe eucalypt hybrid grammes for the pure species involved must be main-
programmes ofUAIC in the Congo, Aracruz in Brazil tained. For the subtropical eucalypts, the hybrids
and more recently Mondi's and HL&H's hybrid pro- involved are E. grandis x E. urophylla (GXU), E.
grammes in South Africa. The same considerations grandis x E. camaldulensis (GXC) and E. grandis x
apply to the successful hybrid programmes of P. E. tereticornis (GXT). For the more temperate areas
caribaea and P. tecunumannii in Queensland, Aus- the hybrids produced are E. grandis x E. nitens
tralia. South Africa has not yet taken advantage of (GXN), and E. grandis x E. macarthurii (GXM). For
the potential of hybridisation programmes in pines. the production of theE. grandis hybrids, information
The relationship of hybrid vigour and adaptation to and materials are obtained from the E. grandis
new environments will be of significance in develop- breeding and clonal programmes. From more than
ing economic and viable forests in marginal areas of 3 000 families/clones, 30 individuals have been iden-
South Africa. Pure species, if not too distinct from a tified for the current hybrid programmes. The E.
genetic point of view, will be used for the hybrids. urophylla base consists of 356 imported families
Hybrid seed is obtained through controlled polli- from Indonesia covering most of the natural range of
nation, using promising genotypes of the pure spe- the species. At present, the E. camaldulensis (125
cies. The progeny produced in the crosses is screened families) and E. tereticornis (60 families) base origi-
in trials covering the major site categories. From nates from third generation material from the Zim-
these trials, high performers are selected and screened babwean breeding programme, in addition to im-
further for operational CF programmes (Denison ported material on a provenance/family level from
and Kietzka, 1992). Where vegetative propagation of Australia. We recognise that the base for E.
the selected genotypes is not technically feasible, camaldulensis and E. tereticornis needs to be broad-
usually as a result of maturation problems, the VM ened. This is to a degree compensated for through
procedure, if practicable, may be followed. Hybrid good cooperation and exchange of base material
combinations are selected on the basis of high family between the companies. For the temperate hybrids,
performance and breeding value. Seedlings of the material of E. macarthurii and E. nitens is obtained
desired hybrid cross portraying juvenile qualities from the ICFR (Institute for Commercial Forestry
and rooting ability will then be used. Many copies of Research) cooperative breeding programmes which
each seedling will be produced for operational have 445 E. macarthurii and 420 E. nitens local and
plantings. The normal procedure is to use either the imported families in their programme.
hedging process, serial reproductions or tissue cul- It is equally important to maintain and manage
ture. Promising results for multiplication on a re- base populations that remain relatively undisturbed
search scale have also been obtained with somatic and intact for insurance against known risk ele-
embryogenesis for both P. patula and E. grandis in ments which may include market shifts or biological
South Africa (Herman, personal communication). risks in the form of pathogens, pests, climatic changes
The VM route is being pursued by Mondi in South or edaphic changes (Burdon, 1988). Namkoong (1988)
56 South African Forestry Journal- No. 165 June 1993
points out that geneticists, instead of managing ge- The exploitation ofhybrid vigour for use on these site
netic resources, focus their attention on culling tree is increasing, especially as better techniques are
populations for the best performers, with scant developed for propagating the hybrid combinations
thought to the natural structure or development of vegetatively. The authors believe that hybrid pro-
forests. Because of the need for fast profits, forests grammes for the pines and cold-tolerant eucalypts
are viewed as machines for mass-producing low value will be equally dynamic as vegetative propagation
goods, and genetics is viewed as a means ofimproving methods improve. Provided careful screening and
the efficiency of the machinery. Namkoong states care is taken in selecting hybrid clones, meaningful
that forests are highly complex biological systems yield gains, often in excess of60 % are obtained when
that must be understood and managed primarily at comparing clones to orchard seed of E. grandis.
higher levels of organisation than tissues or single There are many instances where the pure species has
cells. It is for this reason that CAMCORE (Central failed or remains stunted, while the hybrid is fully
American and Mexican Coniferous Resources Coop- adapted, healthy and vigorous on the same site.
erative), an international organisation, has as one of There are also examples where the pure species, well
its main objectives the preservation of genetic re- adapted to a prime site, always out-performs the best
sources of tree species or provenances threatened hybrid combinations. Good examples can be found for
with extinction. All member organisations are obliged E. grandis on high potential forestry sites in the
to estabish gene preservation compartments from Eastern Transvaallowveld. Zobel and Talbert (1984)
seed of all families supplied to the cooperative mem- warn that one must be careful in the assessment of
ber. These plantings are in addition to the individual hybrid vigour, because time and location are most
family and provenance trials used for the genetic important. Many of the E. grandis hybrids express
improvement of the economically valuable species. heterosis early in life, but do not maintain the good
Martin (1988) noted that through hybridisation, it growth through to rotation (sprinters). Decisions on
is possible to recover interesting genes or gene groups the acceptance ofhybrid combinations for operation-
from another species for incorporation into the first al programmes should not be made until at least half-
order species. It may then be necessary to apply back- rotation age for the eucalypt hybrids.
crosses to improve the genotype. These hybrid ma-
nipulations hold promise in South Africa for the 2. Disease resistance
widely and diverse climates, altitudes and soils on
which we practice forestry. In manipulating groups With the onset of clonal propagation of Eucalyptus
of genes for improved productivity, it is essential to species in South Africa, concern has been expressed
take wood properties into account. The object must be that diseases might become more threatening. It is
to match the pure species or hybrid to site and to end certainly true that risks are greater in clonal
product. So often in the past, trees are grown for their plantings. Careful attention must therefore be given
high yield potential and adaptation to a site without to utilising large numbers of clones of known
taking cognisance of the wood properties. backgroud and susceptibility to disease. To achieve
the latter goal, risk assessment programmes have
POTENTIAL BENEFITS OF HYBRID FOR- been initiated in cooperation with the TPC (Tree
ESTRY Pathology Cooperative) centered at the University of
the Orange Free State, and large scale selection and
Hybrid forestry is in the process of revolutionising screening procedures introduced.
forestry in South Africa. Future progress is however As part of the overall programme, hybrids be-
largely dependant on successful vegetative propaga- tween various species ofeucalypts are being utilised.
tion in the form of either clonal forestry (CF) or Once again the question has been raised as to the
vegetative multiplication (VM). Both systems will be relative risk ofthese hybrids to disease. The potential
utilised for developing operational hybrid forestry. does exist that several eucalypt hybrids will be less
One must remember that hybrids only have a role to susceptible, and evidence at this stage of our pro-
play if the benefits of creating and developing hy- grammes points in that direction. Information from
brids outweigh the additional costs and difficulties other parts ofthe world such as Brazil and the Congo
encountered. has suggested that hybrids of E. grandis and E.
The main benefit of hybrid forestry will include: urophylla are particularly resistant to cryphonectria
canker caused by Cryphonectria cubensis. This is
1. Hybrid vigour (heterosis) most encouraging given that this disease poses one of
the greatest threats to the local forestry industry.
There are many references which refer to heterosis in However, preliminary screening programmes in
forest trees. (Campinhos et al., 1980; Zobel and South Africa have shown that certain E. grandis x
Talbert, 1984; Brandao et al., 1984; Van der Sijde and E.urophylla hybrids are as susceptible as pure E.
Roelofsen, 1986; Martin, 1988; Van Wyk et aI., 1988). grandis clones. The observation is perhaps not sur-
This can be clearly demonstrated on many sites in prising given the inherent susceptibility ofE. grandis.
South Africa, particularly for several Eucalyptus One of the most serious problems associated with
grandis hybrids established in marginal areas, con- the hybridisation programme is that very little is
sidered off-site for the pure species (Figures 1 to 4). known about the relative susceptibility of different
Suid-Afrikaanse Bosboutydskrif- nr. 165, Junie 1993 57
A IC50 NYALAZI 38 MONTHS .. lel1 NYALAZI 38 MONTHS
PERFOTMANCE OF E.GRANDI8 COMPARED TO HYBRID CLDNE8 PERFOTIIANCE OF LGRANDIS COMPARED TO HYBRID CLONES

MAl (M3\HA\YR)
40 r - - - - - - - - - - - - - - - - - - - ,

315
15 GRANDIS

10

25
GRAND IS

.*....
SEEDLING
I GRANDIS
CL()NE.. ....
so

21
!
CLONE GRANDIS
SEEDUNO

~11i.
20
20
111
15
10
1IIIIIIIIt
10
FIGURE 2.
FIGURE 1.

.. IC38 DAHL 31 MONTHS


A CT07B SHIRE 80 MONTHS
PERFOTIIANCE OF E.GRANDIS COMPARED TO HYBRID CLDNES
PERFOTIIANCI OF I.GRANDI8 COMPARID TO HY8RID CLONE8

MAl (M3\HAIYR)
MAl (M3\HA\YR)
21 r - - - - - - - - - - - - - - - - - - - - - , 50 r - - - - - - - - - - - - - - - - - - - - ,

20 40
GRANDIS GRANDI GRANDIS
CLONE SEEDLIN CLONE
11 30

"'1
GRANDIS
SEEDLING
10 20

I 10

o o
FIGURE 3. FIGURE 4.

species being used in hybridisation. Trials have now From the pathology standpoint, hybridisation be-
been established in which these different species are tween species offers some exciting possibilities to
being artificially inoculated with the most important avoid disease problems. Resistance in certain species
pathogens affecting eucalypts ofinterest in the local that are perhaps less desirable in their pure form can
industry. This information is already proving useful be capitalised upon. However, in order to fully benefit
in choosing species used in hybridisation (Wingfield, from these opportunities, it is necessary to have a
personal communication). broad knowledge of diseases affecting the species of
Hybrids between E. nitens and E. grandis show interest. It is also essential that disease-resistant
tremendous promise in various parts ofSouth Africa. hybrids are selected before large-scale planting is
E. nitens is however highly susceptible to an impor- undertaken.
tant leaf pathogen, Mycosphaerella molleriana In
contrast, E. grandis is relatively resistant to the 3. Wood properties
disease. Hybrids between these species range from
highly resistant to highly susceptible to the disease. The species used in the hybrid combinations with E.
Careful selections are therefore underway to select grandis all have on average a higher basic wood
hybrids resistant to this disease. The same situation density than E. grandis. Indications are that the
is true of E. camaldulensis which is highly suscepti- density of the hybrid is intermediate between the
ble to Botryosphaeria die-back. Certain hybrids be- species used in the combination. As noted earlier
tween this species andE. grandis are also susceptible (Denison and Kietzka, 1992), density is the single
to this disease and material to be used for large-scale most important characteristic influencing pulp yield
planting must be carefully selected. and quality. In selecting hybrid combinations, den-
58 South African Forestry Journal- No. 165 June 1993
DENSITY-AGE RELATIONSHIP OF E.GRANDIS CLONES DENSITY-AGE RELATIONSHIP OF E.HYBRIDS CLONES
OAKlANDS TRIAL SITE ZULULAND .ZULULAND TRIAL SITES

DENIlm':Ko/InI DENIITY:Ko/InI
IlOO,---------------, 8OOr----------------,
CI\h. .- '" '" ~.,.:.:.-
550

400~
_ --i'- _--- ---
300 »-:
200
100
~4'----::-:---::-----------.J ~------------'
30 eo 72 ~ ~ ~ ~ ~ ~ ~ n M M
ME: lOONnll ME: lOONTHS

1- -..cTIiD Q.DIiCI - - +'nWlL lIMN _11M ....,. . . . . . . "'" De. I 1- -.acrsD~ II&NIl +'nIML ...... ..,. fUll'" ..... "" Da.1
BASED ON F2 E.GRANDIS CLONES BASED ON F2 E.HYBRIOClONES

FIGURES. FIGURE 6.
sity parameters of the genotypes of the pure species species counterparts. This is especially true for E.
must be carefully managed, especially since basic grandis, where the hybrids can tolerate harsher
density is a highly heritable trait (Zobel and Van sites. The site quality or site type is determined by
Buijtenen, 1989). Furthermore, it should be recog- the combination of soil, climatic and terrain condi-
nised that the interactions between site, tree age and tions that prevail in a particular area. In several
silviculture affect the basic wood density. The Mondi cases where the soil conditions are good, the climatic
pulp mill at Richards Bay has indicated a preference conditions can become limiting and vice versa. In
for wood of a more homogeneous density ranging general, the hybrids can tolerate the limiting factors
between 0,48 to 0,52. To ensure that the wood of the and appear to withstand stress more readily than the
hybrids meet the above specifications one would need pure species. For this reason site/species matching is
to carefully select genotypes for hybrid crosses to carefully planned according to a natural resource
optimise the density range at felling age. It is clear data base and whenever limiting factors are recog-
from Figures 5 and 6 that the hybrids would have to nised, hybrids are planted in preference to the pure
be managed on a shorter rotation age. For each major species.
site and clone, an annual assessment of basic wood
density is determined. For other purposes, as is the HYBRID APPLICATION
case for firewood and charcoal, selection for higher
density with improved calorific values would be pre- The planting of hybrids in South Africa is increasing
ferred. and will continue to develop if future wood require-
ment predictions are to be satisfied. The develop-
4. Nursery efficiency ment of hybrid forestry has been confined largely to
the warmer zones, where clonal forestry is feasible
In the majority of cases, subtropical hybrids of E. from crosses with E. grandis. It is predicted that
grandis are easier and cheaper to produce than pure hybrid forestry will expand to include combinations
E. grandis, For cutting production the hybrids cop- incorporating cold-tolerant eucalypts and pines. This
pice will produce more cuttings at each harvest and will become reality as vegetative propagations sys-
root more readily. In the multiplication hedges, hy- tems improve to include vegetative multiplication on
brid mortality is on average 20 to 30 % less than the an operational scale.
pure species, and produces double the number of The hybrids will then play an even more important
suitable cuttings per harvest. With the selective role, since they will more readily adapt to marginal
harvesting system, three to four cuttings will be sites in closer proximity to processing plants. Trans-
produced from an E. grandis stock every 10 to 14 port and associated costs will force production for-
days, whereas hybrids will produce an average of estry closer to the mills if good growth and quality is
seven cuttings. The hybrids root quickly, and require obtainable.
about four weeks less time in the nursery when Hybrids will help alleviate many of the rural
compared to the pure species. The plants are more demands for fuel-wood and building material. Many
robust and less sensitive to handling, heat and drought of the hybrid combinations adapt well to the harsh
when planted. conditions encountered in many rural areas. The
yield, form and wood properties of these hybrids
5. Adaptability planted under adverse conditions significantly out-
perform the pure species, thus meriting their appli-
Experience in the Zululand coastal area has revealed cation in these areas, especially considering social as
that, under certain site conditions, the hybrids of E. well as conservation implications. Indigenous trees
grandis with either E. camaldulensis, E. tereticornis and shrubs are being depleted at an alarming rate in
and E. urophylla generally outperform their pure many developing countries and communities to sup-
Suid-Afrikaanse Bosboutydskrif- nr. 165, Junie 1993 59
ply essential fuel and wood requirements. of cold-tolerant eucalypt hybrids as well as pine
Mondi Forests has developed an exciting project in hybrids as vegetative propagation technology im-
KwaZulu (Natal) called Khulanathi, which in Zulu proves.
means "grow with us". Khulanathi is aimed at help-
ing subsistance farmers in rural KwaZulu to grow REFERENCES
plots of Eucalyptus trees on a commercial basis.
Rural land holders are encouraged to grow the trees BRANDAO, L.G., IKEMORI, Y. CAMPINHOS, E., 1984. The
on under-utilised land. While Mondi secures an addi- new eucalypt forest. Marcus Wallenberg Foundation Sympo-
sia Proceedings. Marcus Wallenberg Foundation, Falun,
tional source of timber, it provides management, Sweden.
technical expertise, a guaranteed market and supe- BURDON, R.G., 1988. When is cloning on an operational
rior clonal plants. On most ofthe areas, hybrid clones scaleappropriate. Proceedings "Breeding Tropical Trees",
adapt the best and will ensure an earlier financial IUFRO, Pataya, Thailand, 1988.
return for the participants. Almost 800 Zulu farmers CAMPINHOS, E., and IKEMORI, Y., 1980. Mass production of
eucalyptus species by rooting cuttings. Silvicultura 8: 770-
are currently involved in the project with woodlots 775.
covering 1 600 ha. Mondi plan to develop a further 12 DENISON, N.P., and KIETZKA, J.E., 1992. The development of
000 ha of woodlots in the future, which will supply vegetative propagation in Mondi for commercial afforesta-
Mondi Richards Bay with 300 000 t of fibre per year tion programmes. IUFRO, Cali, Colombia, 1992.
(Mondi World, September 1992). There are similar DU PLOOY, A.B.J., 1984. Kraft pulp properties of 15-year-oldP.
elliottii x P. caribaea hybrids C.S.I.R. Contract Report CI
schemes practiced by other organisations. Hout 315.
MARTIN, B., 1988. The benefits of hybridisation. How do you
CONCLUSION breed for them? Proceedings "Breeding Tropical Trees",
IUFRO, Pataya, Thailand, 1988.
Hybrids are becoming increasingly important to the MONDI WORLD, September, 1992. "Khulanathi Takes Root·,
P.O. Box 61587, Marshalltown 2107, South Africa.
South African forestry industry. NAMKOONG, G., 1988. Systems ofgene management. Proceed-
Hybrids have made it possible to extend tree ings "Breeding Tropical 'I'rees", IUFRO, Pataya, Thailand,
planting sites for plantation forestry to marginal 1988.
areas, often closer to processing sites. VAN DER SIJDE, H.A., and ROELOFSON, J.W., 1986. The
If the parent populations of F 1 hybrids are man- potential of pine hybrids in South Africa. South African
Forestry Journal, March, 1986.
aged in well planned breeding programmes, many of VAN WYK, G., SCHONAU, A.P.G., and SCHON, P.P., 1988.
our marginal sites will be made profitable. Growth potential and adaptability of young eucalypt hybrids
The wood and phenotypic properties ofthe hybrid in South Africa. Proceedings "Breeding Tropical Trees",
are normally intermediate between parent species, IUFRO, Pataya, Thailand, 1988.
and growth is frequently superior. ZOBEL, B.J., and TALBERT, J., 1984. Applied Forest Treee
Improvement. John Wiley & Sons, New York.
The basic wood density ofthe hybrid combinations ZOBEL, B.J., and VAN BUIJTENEN, J.P., 1989. Wood Varia;
are generally higher than that of E. grandis. tion . Its Causes and Control. Springer-Verlag, New York.
The authors predict an increased operational use

60 South African Forestry Journal - No. 165 June 1993

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