The age-related decline in tree growth and forest productivity is one of the most conspicuous and universal natural patterns observed in forests (
Yoder et al., 1994;
Gower et al., 1996;
Bond, 2000), although the mechanisms ultimately responsible for this pattern remain unknown (
Ryan et al., 2006;
Peñuelas and Munné-Bosch, 2010). Most explanations thus far assert that the ultimate cause for age-related declining growth is insufficient carbon (C) availability to meet C demands (e.g.
Yoder et al., 1994;
Ryan and Yoder, 1997;
Magnani et al., 2000;
Barnard and Ryan, 2003;
Martínez-Vilalta et al., 2007;
Zhang et al., 2009) – a condition defined as C limitation (
Körner, 2003;
Sala et al., 2010). The premise of C limitation causing an age/height-related growth decrease has been based until now on the negative association observed between tree age/height and traits tightly correlated with whole-tree net C gain, such as hydraulic and stomatal conductance (
Barnard and Ryan, 2003;
Mencuccini et al., 2005;
Martínez-Vilalta et al., 2007;
Zhang et al., 2009), leaf nitrogen (N) concentration (
Gower et al., 1996;
Martínez-Vilalta et al., 2007), photosynthetic capacity (
Niinemets, 2002), autotrophic/heterotrophic biomass ratio (i.e. specific leaf area) (
Becker et al., 2000;
Magnani et al., 2000;
Barnard and Ryan, 2003;
Zhang et al., 2009) and minimum leaf water potential (
Barnard and Ryan, 2003). To date, however, no single study has directly demonstrated that older/taller trees become C limited, particularly when compared with younger/shorter trees (
Ryan et al., 2006;
Sala et al., 2010). Also, it is not clear if traits related to C gain can properly predict C limitation (
Ryan et al., 2006).
The C balance in plants is determined by a complex interaction between whole C gain and whole metabolic C demands (
Chapin et al., 1990). Variations in either C gain or C demands can therefore potentially affect the C balance (
Chapin et al., 1990), illustrating that inferences of C limitation should not be solely based on variations in C gain. A more thorough and adequate approach for evaluating net changes in C balance is achieved by measuring the concentration of major forms of C reserves, such as non-structural carbohydrates (NSCs) (
Chapin et al., 1990;
Hoch et al., 2002,
2003;
Körner, 2003;
Palacio et al., 2008;
Sala et al., 2010). If C limitation does occur, the amount of C reserves must decrease as trees mobilize carbohydrates from storage sites whenever photosynthetic production is insufficient to meet metabolic demands (
Chapin et al., 1990). Notably, the few studies that have examined C reserves in trees of different ages and heights did not find any decrease in C reserves (
Sala and Hoch, 2009;
Genet et al., 2010). For example,
Sala and Hoch (2009) found that both NSC concentrations and C isotopic composition (δ
13C) actually increased with tree height in ponderosa pine when comparing 6 and 37 m tall trees, indicating that trends in C reserves do not necessarily match trends in C assimilation. Results from these studies challenge the notion of C limitation as the ultimate process explaining the age-related slow down in tree growth, and raise the issue of whether C use, instead of C gain, may be more or similarly curtailed by ontogeny leading to either a positive or unaffected C balance, respectively.
A less studied trait with important implications for the ontogenetic variation in the tree C balance is wood density (WD). In cross-species studies, leaf gas exchange and stem water status have been found to decrease with increases in WD (
Santiago et al., 2004;
Meinzer et al., 2008), and a negative association between WD and water storage – which may be important in compensating for hydraulic limitations – has been documented (
Scholz et al., 2007). In support of this,
Zhang et al. (2009) suggested that increasing WD with tree height entails a lower C return per unit of C invested. WD also has important methodological implications on the use of NSCs in assessing C balance: an increase in WD dilutes NSC concentrations expressed in terms of dry matter, whereas decreasing WD concentrates it (
Niinemets, 1997;
Hoch et al., 2002). As WD has been found to either increase (
Zhang et al., 2009) or decrease (
Fajardo and Piper, 2011) with tree age/height, it seems essential to account for its variation and the effect on NSCs when C limitation with tree ontogeny is being assessed.
The claimed association between the phenomenon of increasing worldwide tree mortality and climate change has added urgency to the need to understand the ontogenetic decline in tree growth and productivity (
McDowell et al., 2008;
Zhang et al., 2009;
Palik et al., 2011). It has been proposed that reduced C assimilation by drought stimulates the consumption of C reserves, leading to C limitation and eventually to tree death due to C starvation (
McDowell et al., 2008;
Palik et al., 2011), where taller trees are viewed as more vulnerable to death given their already limited C assimilation by hydraulic path length and gravity (
McDowell et al., 2008;
Zhang et al., 2009). Although some studies have found that drier conditions restrict the stomatal conductance, photosynthesis and hydraulic conductance relatively more in older/taller than in younger/shorter trees (
Phillips et al., 2002;
Piper and Cavieres, 2010), there are at least two arguments against the hypothesis of drought amplifying C limitation with tree age/height. First, in some species, stomatal sensitivity to drought is relatively higher in younger size classes of trees (
McDowell et al., 2005;
Martínez-Vilalta et al., 2007), meaning that height-related differences in C assimilation are minimal under dry conditions. Secondly, processes related to both the retrieval of stored reserves (e.g. mobilization, phloem transport) and the use of available carbohydrates (i.e. respiration and growth) are sensitive to drought and potentially depressed by it (
Ruehr et al., 2009;
Sala et al., 2010).
In this study we tested the occurrence of age- and height-related C limitation in the widely distributed deciduous tree species
Nothofagus pumilio. Furthermore, by working at two sites in southern Chile characterized by contrasting summer precipitation levels, we attempted to ascertain the effect of drought on the ontogenetic pattern of carbon storage. We address the following questions. (
a) Does
N. pumilio exhibit either age- or height-related C limitations? (
b) Is the ontogenetic variation in C status related to traits directly associated with C gain, such as δ
13C, growth and WD? (
c) How does the presence of summer drought influence the ontogenetic patterns of C storage? We believe that a better understanding of how the C balance varies during tree life is crucial in providing new evidence for determining the ultimate causes of the age-related declines in tree growth.
Sala and Hoch (2009) previously explored the relationship between C limitation and tree age/height; however, they did not consider the effect of WD when reporting NSC levels and compared tree populations located in the same region. The present study considered the effect of WD as a diluting factor altering NSC concentration and compared two
N. pumilio populations affected by contrasting climatic conditions and separated by 10° of latitude.