1. Introduction
Mammillaria is the genus of globose cacti with the greatest species richness within the family Cactaceae and one of the most representative of the arid flora of the Americas [
1]. The genus comprises approximately 155 species, of which 88.2% are endemic to Mexico; it is, therefore, considered an eminently Mexican genus [
1,
2]. The origin and diversification of the genus took place in the Mexican Plateau (Chihuahuan Desert) during the Neogene orogenic activity and Pleistocene cyclical climatic changes [
3]. The ancestor of
Mammillaria originated in the south of the Mexican Plateau (Chihuahua Desert) during the late Miocene (7.5 Mya) in a scenario of increasing aridity [
3,
4,
5]. From this location, the genus underwent rapid diversification, mainly by dispersal, during the Pliocene–Pleistocene (4.5 Mya) [
3]. Although Pleistocene climatic changes may have promoted the divergence of cacti at both macro and micro scales, their impact on geographical patterns of genetic differentiation among populations of modern globose cacti in the southern Mexican Plateau remains unclear [
6,
7]. During the Pleistocene glacial–interglacial cycles, the species’ range contracted during the prolonged cold and dry glacial periods; conversely, it expanded during the brief, warmer and wetter interglacial periods [
8,
9,
10]. Thus, changes in population size, geographic isolation, and the disruption of gene flow associated with glacial cycles have a profound influence on the population genetic divergence and have contributed to species diversification in arid adapted plants of North America [
11]. In the arid regions of northern Mexico (the Sonoran and Chihuahuan Deserts), phylogeographic studies highlight the geological dynamics of the Neogene and the glacial cycles of the Pleistocene as drivers of population divergence and speciation among endemic taxa [
12,
13]. These studies reveal a pattern of recent lineage divergence consistent with the Pleistocene glacial refuge hypothesis, according to which, during glacial periods, populations retreated to several xerophilous refuges and subsequently recolonized the north during interglacial periods [
14,
15]. In the columnar cacti and boojum tree of the Sonoran Desert, genetic divergence resulted from range contraction during the Last Glacial Maximum (LGM, around 22 kya) and subsequent geographical expansion from southern refugia on the Baja California Peninsula during the Holocene Optimum (around 6.5 kya) [
13,
16,
17,
18]. In the northern part of the Chihuahuan Desert, the phylogeographic history of several endemic species belonging to the genera
Agave and
Ephedra and shrubs reveals that the contraction events, isolation, divergence and subsequent expansion of lineages occurred along altitudinal and latitudinal gradients, and were temporally coincident with the Pleistocene glacial cycles [
12,
19].
From a population genetics perspective, studies of endemic
Mammillaria species in the semi-arid region of central Mexico, the Tehuacán–Cuicatlán Valley, revealed low-to-moderate levels of genetic diversity and a high degree of population differentiation. These patterns are mainly driven by genetic drift and restricted gene flow due to geographical isolation and habitat specificity (i.e., soil type) [
20]. Furthermore, globose cacti exhibit biological characteristics that accentuate the effect of these evolutionary forces, such as small effective population sizes and limited dispersal capacity, as well as mixed mating, which induces a certain degree of inbreeding [
21,
22,
23].
In Mexico, six areas of high species richness for
Mammillaria are recognized: Southern Baja California, in the Sonoran Desert; Jumave, Guadalcázar, San Luis Potosí and the Southern Subregion of the Chihuahuan Desert; and the Tehuacán–Cuicatlán Valley in southern Mexico, all of which may have served as refugia during the Pleistocene [
1,
6,
7]. In particular, the southern subregion, or the Queretano–Hidalguense Desert (at the southernmost tip of the Mexican Plateau), is the main center of diversity for the genus, where a total of 30 species have been recorded, seven of which are endemic [
1]. The Queretano–Hidalguense Desert (QHD) consists of small areas with valleys and depressions, relatively isolated within the states of Guanajuato, Querétaro and Hidalgo [
24]. This region has been subject both to Neogene geological events—due to the uplift of the Sierra Madre Oriental and the Mexican highlands, and the formation of the Trans-Mexican Volcanic Belt—and to Pleistocene climatic changes, which have shaped the distribution and evolutionary processes of
Mammillaria [
6,
7].
The monophyletic Leucocephale Series sensu Cervantes et al., (2021) [
25] is a group of eight
Mammillaria species, most of which are found in the DQH [
1]. Of these,
Mammillaria parkinsonii (Ehrenb.) and
Mammillaria perbella (Hildm. ex K. Schum.) are endemic and their distribution coincides with the sites where the greatest species richness is found within the DQH (9–13 species) [
1].
Mammillaria parkinsonii grows on calcareous slopes at an elevation of 1120–2020 masl, while
M. perbella grows at 1630–2300 masl; both species prefer to grow in calcareous soils, protected by vegetation consisting of crassicauleous shrubs, microphyllous plants and dry deciduous forest [
26]. Given the current discontinuous distribution of
M. perbella and
M. parkinsonii in the QHD, their close phylogenetic relationship and the estimated Pleistocene origin of
M. perbella, these species provide a suitable system for studying the impact of Pleistocene climatic fluctuations on shaping genetic distribution patterns and promoting the divergence of intraspecific lineages.
To document the evolution of M. parkinsonii and M. perbella at the population level, within their origin center and main diversification area, we used cpDNA maternal and ISSR nuclear markers to characterize the genetic diversity and structure and date the divergence time of lineages under the scenario of Pleistocene refugia hypothesis. As a complementary approach to test the hypothesis, we reconstruct the species’ potential palaeo-distribution and infer suitable habitats where the species probably grew and reproduced in the past, by means of an Ecological Niche Model (ENM) approach. Thus, we expected that, if M. parkinsonii and M. perbella retreated to refugia during the Last Glacial, we would detect high genetic divergence among populations of each species for both chloroplast and nuclear markers, as well as divergence times among haplotypes coinciding with major climatic shifts during the Pleistocene, particularly during the Last Glacial and the Holocene. Similarly, we expected the species’ distribution ranges to undergo contractions and expansions during these periods, reflecting shifts in suitability conditions inferred from ENM. Our objective was to assess whether the phylogeographic and genetic structure in both species is distinctive and temporally consistent with what would be expected under the hypothesis of Pleistocene glacial refugia in the QHD.
4. Discussion
Our phylogenetic analyses indicate that
M. parkinsonii and
M. perbella are sister species that speciated in the Early Pleistocene. Meanwhile, the phylogeographic analysis indicates that population divergence occurred during glacial–interglacial cycles. Overall, our phylogeny, used to date the origin of both species, was consistent with a phylogeny of the Mammilloyd clade constructed using 52 loci [
3]. Although our phylogeny was estimated using only two loci (
accDψ,
trnF-
psbJ), it confirmed that both species belong to Lineage 2 in Chincoya et al., (2023) [
3], whose recent origin is situated on the Mexican Plateau (
Figure A1). The
M. parkinsonni–
M. perbella clade (PP = 1) is the sister clade to
Mammillaria heyderi subsp.
heyderi–
M. uncinata and
M. weisengeri (PP = 1); both clades are found in the QHD. According to the same authors,
M. perbella diversified through dispersal within the QHD during the Pleistocene, probably giving rise to
M. parkinsonii.
The calibrated haplotype tree revealed that the divergence between
M. parkinsonii and
M. perbella occurred during the Last Glacial period (74.4 kya). The grouping of
M. perbella haplotype H03 with the three haplotypes of
M. parkinsonii (
Figure 3) suggests that
M. parkinsonii is derived from
M. perbella or, possibly, that lineage sorting is incomplete (e.g., Aguirre-Liguori et al., 2016) [
66]. It is likely that
M. perbella had a wide distribution during the QHD and that populations retreated to refugia that maintained warming and relatively stable climatic conditions, which allowed the haplotypes of the central VEN population (H05, H06, and H07) to diversify within glacial refugia. Subsequently, expansion might have taken place towards FLO (H04) and eastwards towards POZ (HO1 and H02) during the Holocene. Regarding
M. parkinsonii, the three haplotypes also expanded during the Holocene from the easternmost population towards the north and center of the QHD, involving the divergence of haplotype H03 from EST1. According to the haplotype networks, overall, the populations of
M. parkinsonii and
M. perbella exhibited similar geographical patterns, with a probable dispersal from currently isolated populations located in the eastern part of their range (
Figure 2a,b). However, the fact that the haplotype network of
M. parkinsonii is not entirely consistent with the calibrated haplotype tree may be explained by limited sampling, as several of the previously reported populations no longer exist. Phylogeographic patterns observed in
Berberis trifoliata and
Ephedra compacta from the northern Chihuahuan Desert indicate that genetic differentiation in these species also occurred from east to west [
67]. Particularly, in
Ephedra compacta, the climatic stability of the refugia was positively associated with genetic diversity in northern Chihuahua [
12].
Haplotype divergence was temporally consistent with changes in the distribution range of the species. The paleodistribution model revealed that, during the LIG, the area with climatic conditions suitable for both species was more extensive and continuous. However, during the LGM, when temperatures around the Trans-Mexican Volcanic Belt were ~5 °C lower than today [
60], the area shrank, leading to the isolation of the eastern populations and possibly the contraction of the remaining populations. During the MH, when temperatures were slightly higher (~0.7 °C) than today, conditions were favorable for the expansion of the range, dispersal, and populations of both species. A similar paleodistribution pattern was detected in
Agave lechuguilla and
Ephedra compacta in the northern Chihuahuan Desert, as well as in the columnar cactus
Cephalocereus columna-trajani from the Tehuacán–Cuicatlán Valley [
12,
19,
68]. Brailovsky et al. (2026) [
69] suggest that the colonization of cacti endemic to the Chihuahuan Desert, belonging to the Mammilloyd clade, occurred in a south-east to north-west direction, following the western flank of the Sierra Madre Oriental and the intermontane valleys. In this regard, our study partially supports this proposal and suggests that populations located in mountainous areas, such as BUC for
M. parkinsonii and ZIM for
M. perbella, may represent eastern refugia from which the species dispersed towards the central intermontane valleys, where the VEN, FLO, HIG and JAL populations are found, as well as the POZ population, located to the west. Overall, our studies also provide support for diversification through dispersal of the basal lineages of Mammilloyd [
3] and show that the area of climatic stability where
M. parkinsonii and
M. perbella have persisted (
Figure 5e) coincides with the areas of greatest species richness of
Mammillaria within the QHD [
1].
Climatic fluctuations during the Pleistocene played a key role in the spatial and evolutionary patterns of
Mammillaria endemic to the Chihuahuan Desert, such as the species of the Leucocephalae and Stylothelae Series. The latter are also found in the QHD and on the continental slopes of the Eastern and Western Sierra Madre; it is estimated that they originated ~2.69 Mya, and that Pleistocene climatic fluctuations have been one of the determining factors in their recent diversification (1 to 0.4 Mya) [
70]. Furthermore, our results support the proposal that the QHD represents one of the refugia of the family Cactaceae where modern taxa have arisen, as in the Tehuacán–Cuicatlán Valley, another center of endemism for
Mammillaria species [
1], whose diversity is associated with both climatic and geological events. Based on a calibrated phylogeny, six neoendemic species of
Mammillaria were identified, all of which diversified before 2.48 Mya [
71]. The distribution of these species is restricted to topographically complex habitats that were formed during the Pleistocene. Therefore, neoendemism may result from Pleistocene paleoclimatic changes, which favored the persistence and speciation of new taxa under the conditions of climatic stability available in refugia [
71], as well as from geological processes. According to this criterion,
M. parkinsonii and
M. perbella would fall into the category of neoendemic species whose genetic differentiation occurred in the context of Pleistocene climate changes and geographic isolation resulting from the uplift of the Trans-Mexican Volcanic Belt during the Pliocene–Pleistocene [
6]. It is, therefore, possible that during the interglacial periods, stable conditions persisted that allowed for species diversification; consequently, it is likely that these factors drove the formation of new
Mammillaria species within the QHD. A similar pattern has been reported for globose cacti of the genus
Eriosyce in central Chile, where Pleistocene climate fluctuations drove events of contraction and expansion that led to geographic isolation and speciation [
72].
The topography of the Chihuahuan Desert, including the central valleys of the QHD, has changed little over the last few million years, and it is, therefore, considered that the endemic cacti that evolved there throughout the Pleistocene did so in a relatively stable landscape, with glacial cycles acting as the main drivers of this evolution [
69]. Furthermore, it has been documented that habitat specificity associated with soil type is a determining factor in the distribution of certain globose cacti (
M. pectinifera and
M. candida) [
20,
21] and that the sand content of the soil is associated with the diversification of the Cactaceae family [
73]; therefore, this edaphic property must be included in future studies as a selection factor that has likely influenced the intra- and interspecific divergence of
Mammillaria species.
The low diversity and marked genetic structure detected using both markers suggest that most populations underwent severe bottlenecks, with no subsequent gene flow. The low haplotype diversity of
M. parkinsonii and
M. perbella (Hd = 0 and Hd = 0–0.5, respectively) and high genetic differentiation (G
ST = 1, G
ST = 0.722, respectively) indicate that most haplotypes belonged to a single population, with the exception of the VEN and POZ populations of
M. perbella. The Tajima and Fu indexes of neutrality tests were positive but not significant, which indicates that following the expansion of
M. parkinsonii, the populations remained in genetic isolation, favoring allele fixation. In line with this, cpDNA markers showed no evidence of gene flow to counteract the effects of genetic drift in any of the species (
M. parkinsonii Nm = 0,
M. perbella Nm = 0.29). This was despite the fact that the geographical distance between some populations was small, as in the case of
M. perbella (VEN-FLO = 2.03 km) and
M. parkinsonii (JAL-EST1 = 3 km, EST1-EST2 = 3.49 km). Likewise, in the subshrub
Tidestromia anugionosa, in the north of the Chihuahuan Desert, the absence of shared haplotypes and high genetic differentiation (
FST = 0.615) indicates that the haplotypes have remained isolated in four different refugia for relatively long periods of time, with little gene flow via seed, whilst the specific soil conditions have acted as a strong selective pressure [
74]. Similarly, the columnar cirio (
Fouquieria columnaris) in the Sonoran Desert exhibited lineages that do not share haplotypes, nor does gene flow occur, suggesting profound isolation due to geological barriers that led to high genetic differentiation (
FST = 0.5) [
13]. In general, in phylogeographic studies carried out in the northern part of the Chihuahuan Desert, plant populations tend to harbor fixed or unique haplotypes [
75].
The results obtained using ISSR markers showed a similar trend to those for chloroplast sequences. The expected heterozygosity values for
M. parkinsonii (H
S = 0.362–0.434) and
M. perbella (H
S = 0.293–0.400) were moderate, whilst the differentiation values were high (
ΦST = 0.378,
ΦST = 0.3957, respectively). Both species reflect the influence of genetic drift and disruption of gene flow (Nm < 0.4). Similarly, in a study of three globose species of
Uebelmania—microendemic to the dry savannah of eastern Brazil and distributed in patches—it was observed that moderate-to-high levels of heterozygosity (He = 0.398–0.625) and genetic differentiation (G
ST = 0.133–0.76) were associated with recent bottlenecks, as well as inbreeding [
76]. Overall, the PCoA is consistent with the spatial distribution of haplotype diversity, in that the most geographically isolated populations are those with the greatest genetic distance: BUC in
M. parkinsonii and ZIM and POZ in
M. perbella.
Studies using microsatellites on globose cacti endemic to the Tehuacán–Cuicatlán Valley show the same trend: genetic drift and geographical barriers to gene flow have shaped genetic diversity and structure, such as in our Chihuahuan species. This can be seen from the genetic differentiation values for
M. kraehenbuehlii (R
ST = 0.26,
p = 0.02),
M. albiflora (
FST = 0.17,
p < 0.05) and
M.
pectinifera (R
ST = 0.301) [
77]. Furthermore,
M. pectinifera showed an Nm value of 0.49, which is attributed to poor pollen and seed dispersal [
20]. In general, seed and pollen dispersal in
Mammillaria species is considered to be poor, and consequently, species tend to show limited gene flow.
Mammillaria species exhibit melittophilous pollination syndrome [
78,
79]. The average maximum homing distances for the small
Ceratina bees, the common local pollinators of several
Mammillaria species, were 57.05 ± 9.28 m and 79.98 ± 18.01 m, so they are probably able to transfer pollen among individual plants and promote outcrossing within populations [
80]. It is not known which vectors disperse the seeds of this genus, although it is thought that they are dispersed by gravity; however, we have recently observed that the fruits may be dispersed by small mammals (Callejas-Chavero and Cornejo-Romero, pers. obs). In any case, the seeds are dispersed over short distances, except under exceptional conditions that allow for occasional long-distance dispersal. The poor allele dispersal via seeds and pollen in
M. parkinsonii and
M. perbella is reflected in both markers (
Figure 1 and
Figure 4).
The QHD is an area where local events of rapid and recent speciation of
Mammillaria have occurred, making it a priority area for the conservation of the Cactaceae family [
81]. It represents one of the most important areas of floristic richness and genetic pools for globose cacti. Although
M. parkinsonii and
M. perbella are protected within the Sierra Gorda Biosphere Reserve in Querétaro, this area does not include the central region of the QHD. Among the main threats to the conservation of charismatic
Mammillaria are habitat destruction, intense illegal harvesting, and the occurrence of micro-endemics [
82]. In fact,
M. parkinsonii is listed in the Special Protection (Pr) category on the List of Species at Risk under Mexican Official Standard NOM-059-SEMARNAT-2010 and in the Endangered category according to criteria B1ab (iii,v) on The IUCN Red List of Threatened Species (2017) [
83] due to its continued population decline associated with illegal collection, habitat degradation, limited distribution (2500 km
2), and severe fragmentation.
Mammillaria perbella is considered less vulnerable because it is listed by the IUCN as vulnerable under criterion B1ab(iii). However, during our field trips, we were unable to collect specimens at several sites because they had been lost due to conversion to agricultural or urban areas. Our results indicate that each population maintains a unique gene pool, meaning that the region represents a unique genetic reservoir that must be urgently protected to ensure the continuity of evolutionary processes. According to the genetic structure observed for both species, populations with no shared haplotypes should be considered as separated conservation units with high conservation priorities. Based on our results, it is appropriate to suggest that both species should change their status in the national and international list of at-risk species, in order to guarantee the long-term conservation of these species due to the lack of Natural Protected Areas that include the intermontane valleys of the QHD.