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27 October 2022

A Mini Review of Citrus Rootstocks and Their Role in High-Density Orchards

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1
College of Horticulture, Zhongkai University of Agriculture and Engineering, Guangzhou 510408, China
2
College of Forest Resources and Environmental Science, Michigan Technological University, Houghton, MI 49931, USA
3
Department of Horticulture, College of Agriculture, University of Sargodha, Sargodha 40100, Pakistan
4
Citrus Research Institute, Sargodha 40100, Pakistan
This article belongs to the Section Horticultural Science and Ornamental Plants

Abstract

Dwarfing is an important agricultural trait for intensive cultivation and effective orchard management in modern fruit orchards. Commercial citrus production relies on grafting with rootstocks that reduce tree vigor to control plant height. Citrus growers all over the world have been attracted to dwarfing trees because of their potential for higher planting density, increased productivity, easy harvest, pruning, and efficient spraying. Dwarfing rootstocks can be used to achieve high density. As a result, the use and development of dwarfing rootstocks are important. Breeding programs in several countries have led to the production of citrus dwarf rootstocks. For example, the dwarfing rootstocks ‘Flying Dragon’, ‘FA 517’, ‘HTR-051’, ‘US-897’, and ‘Red tangerine’ cultivated in various regions allow the design of dense orchards. Additionally, dwarf or short-stature trees were obtained using interstocks, citrus dwarfing viroid (CDVd) and various chemical applications. This review summarizes what is known about dwarf citrus rootstocks and the mechanisms underlying rootstock–scion interactions. Despite advances in recent decades, many questions regarding rootstock-induced scion development remain unanswered. Citrus rootstocks with dwarfing potential have been investigated regarding physiological aspects, hormonal communication, mineral uptake capacity, and horticultural performance. This study lays the foundation for future research into the genetic and molecular mechanisms underlying citrus dwarfing.

1. Introduction

Citrus fruits are one of the most popular tree fruits and are widely grown in tropical and subtropical regions around the world on a commercial scale [1,2]. Citrus fruits belong to the family Rutaceae, which consists of 140 different genera and 1300 different species, including oranges, mandarins, lemons, limes, pummelos, grapefruits, and several others [3]. Citrus fruits are known for their nutritional value, quality, aroma, and attractive flavor. Furthermore, they are an important source of vitamin C, dietary fibers, carbohydrates, and minerals [4,5,6,7,8].
Citrus has been commercially grown for hundreds of years using grafted plants, and rootstocks play a vital role in the growth and development of citrus plants [1]. Rootstocks influence the physiological and biochemical traits of scion cultivars, including plant vigor, quality, fruit production and tolerance against various environmental stresses [9,10,11]. It is believed that scions and rootstock are vital components in the fruit production industry, and their interplay regulates the supply of mineral nutrients, hormones, and carbohydrates [12]. Selecting a suitable rootstock is one of the major decisions in establishing an orchard and achieving maximum returns on a sustainable basis.
High-density (HD) planting systems are an innovative approach that helps improve yield, and net returns, particularly in the early stages of orchard development, by accommodating more plants per unit area than traditional planting systems [13]. Precocity, low cost per unit production and the potential for higher mechanization with improved input use efficiency are the main benefits of intensive cultivation systems. Since expanding the production space is limited, increasing productivity would help to facilitate production. Increasing production per unit area through agronomic management, i.e., high density is one of the efficient techniques to enhance the production of fruit crops [14,15]. In that regard, dwarfing trees have attracted the interest of citrus growers in different parts of the world due to their potential for higher planting density, easy harvest, pruning, and effective spraying, leading to improved productivity [16,17,18]. Flying Dragon (FD) is a size-controlling rootstock mutant of trifoliate orange (Poncirus trifoliata L. Raft var. monstruosa), which significantly reduces plant size when used as rootstock. Hence, most of the citrus scions with FD rootstock do not grow taller than 2.5 m, and overall growth may be reduced by 75% compared with trifoliate orange standard rootstock [19]. The high-vigor citrus rootstocks, such as ‘Rough lemon’ and ‘Volkamer lemon’, have been employed for commercial citrus production in several countries for many years. ‘Xiangcheng orange’, ‘Citrange’, and ‘Red tangerine’ rootstocks are commonly used in China and considered size-controlling (semi-dwarfing and dwarfing) [1]. Higher tree densities during the huanglongbing epidemic were also linked to lower disease incidence and more significant economic viability [20]. Moreover, a suitable planting density with restricted space available for the growth of these plants and avoidance of excessive intercrossing of scions must be employed [21]. In Brazil, high-density citrus orchards have 600–1250 plants ha−1, with 4–6 m distance between the rows and 2–3 m between the plants [22]. Long-term experiments in Japan have been conducted in the ‘Wase’ satsuma mandarin to assess orchards with higher densities of up to 10,000 plants ha−1 [23,24].
Taken together, this evidence suggests that high-density plantations are particularly important because this help improve the amount of fruit-bearing volume per hectare. The use of size-controlling rootstocks seems to be the primary option that enables the development of modern orchards under high-density planting systems. This paper aims to address the planting of high-density citrus trees using dwarfing rootstocks. The causes of dwarfism and mechanisms mediated by citrus rootstocks are also discussed.

2. Dwarfing Citrus Rootstocks

Citrus growers worldwide are attracted to dwarfing citrus rootstocks because they are ideal for high-density plantations and are suitable for mechanized farming [25]. Dwarfing citrus rootstocks are well represented in research reports (Table 1). Higher plant densities promote greater productivity; generally, lower densities permit the harvest of larger fruits, which raises the price of fresh fruit on the market [14]. Dwarf trees have several advantages, such as a better yield, high density, and photosynthetic efficiency, which raises potential production. In this system, plants will be trained in the assigned space, facilitating numerous practices such as harvesting, scouting, and spraying [26]. Additionally, high tree densities, in combination with adapted varieties, enable high-efficiency production techniques in many fruits [10,27,28,29].
Table 1. Main dwarfing citrus rootstocks are used worldwide.
It has long been believed that the ‘Flying Dragon’ trifoliate orange is the only true dwarfing rootstock in the citrus industry. Its commercial feasibility in tropical conditions has been established, particularly for more vigorous scion cultivars such as Persian lime and lemons [21,30]. Mature ‘Flying Dragon’ trees are typically about 2.5 m tall in most scion varieties. Conversely, this tree grows slowly when grafted to navel oranges, requiring several years to produce a commercial harvest. Hence, employing a dwarfing rootstock that grows faster and produces more fruit than scions grafted to ‘Flying Dragon’ is needed. However, the extensive use of Flying Dragon with sweet orange scion has not acquired commercial importance in the major producing areas, where farmers generally prefer more vigorous rootstocks [31]. As a result, most citrus breeding programs have developed new, alternative dwarfing rootstocks, and conventional cross-breeding has produced some promising genotypes [32,33] and genetic transformation [34].

2.1. Dwarfing by Chemical Treatments

Plant growth inhibitors are substances that slow down plant growth without altering developmental stages [42]. Many species are regularly treated with chemicals to control their height [43]. Plant growth regulators (PGRs), such as gibberellic acid (GA) biosynthesis inhibitors, are often used to limit excessive vegetative growth in various fruit crops, including apples, cashews, pomegranates, and citrus [44,45,46]. In the 19th century, Aron treated ‘Minneola’ tangelos (Citrus paradisi Macf.) with 1 g·L−1 of paclobutrazol before summer growth; the average shoot length decreased by nearly 50%. According to Garner et al. [47], prohexadione-calcium (P-Ca; 250 mg L−1) reduced the shoot growth of different fruit plants. Therefore, the PGRs approach should be further evaluated.

2.2. Dwarfing by Citrus Dwarfing Viroid (CDVd)

Plant dwarfism has been linked with several viruses and viroids [25,48,49]. The citrus exocortis viroid seems to cause dwarfism in citrus plants by increasing the aboveground hydraulic resistance [50]. Additionally, the rootstock, variety, and species of citrus hosts all affect the symptoms brought on by CDVd. CDVd infection of navel orange trees grafted on ‘trifoliate’ orange rootstock has revealed that the stunting phenotype caused by CDVd infection decreases canopy volume by about 50% [51,52,53,54]. Field research shows that the CDVd infection approach might be utilized to minimize plant height and maximize plantation density. Substantial findings were made on the possible biological mechanism by which some rootstock scion pairings are affected by CDVd to decrease tree canopy volume. Further information was revealed regarding the putative biological mechanism through which CDVd affects specific scion/rootstock combinations to reduce plant height [55]. According to Lavagi [25], CDVd has been used to produce dwarf citrus trees when grafted on trifoliate rootstock. Further findings demonstrate that CDVd modulates the expression profile of citrus growth and developmental processes, which may be responsible for reduced vegetative growth. However, the molecular mechanisms that restrict the canopy volume of citrus trees in response to CDVd infection are poorly understood. Hence, it seems that latent viruses could potentially contribute to regulating the dwarfing capacity of some rootstocks (Table 2).
Table 2. Reduction of scion growth due to CDVd infection.

2.3. Dwarfing by Using Interstocks

Interstock grafting is utilized in many fruit trees (Table 3), including citrus trees, as a sustainable approach to controlling plant height, dwarfing traits, and fruit quality [57,58,59]. According to previous studies, interstock and rootstock could be utilized jointly to overcome compatibility issues between the scion cultivar and rootstock [60]. When the ‘Flying Dragon’ rootstock is used as an interstock, it causes a considerable reduction of scion growth with both ‘Troyer’ citrange and ‘P. trifoliata’ as rootstocks. Furthermore, compared to plants without interstock, the average size reduction is approximately 37%. However, using ‘Flying Dragon’ as a rootstock resulted in a 66% reduction in canopy growth compared with P. trifoliata and ‘Troyer citrange’ rootstocks [61].
Table 3. Reduction of scion growth due to the interstock.
Moreover, similar findings have been documented that lemon trees grafted with interstocks have smaller size, peel, and albedo thicknesses. Furthermore, interstocks affect the growth morphology and photosynthetic characteristics of ‘Yuanxiaochun’ grafted plants. In addition, when Kumquat and ‘Ponkan’ mandarin were employed as interstocks, the ‘Yuanxiaochun’ scion cultivar displayed greater photosynthetic activities and higher rates of light and CO2 utilization [62]. Interstocks influence the transport of water, nutrient uptake capacity, hormonal communication, and some other factors, and these interstocks influence overall plant growth, blooming, and fruiting. In addition, methods such as strangling, inarching, girdling, and grafting by budding are frequently employed throughout the interstocked-seedling production stages. Through stomatal and non-stomatal effects (girdling), these techniques can restrict photosynthetic carbon uptake and reduce transpiration [63,64,65].

2.4. Dwarfing by Using Tetraploid Rootstocks

In citrus, tetraploid trees can be used for the diversification of rootstocks because they have more genetic variability because of new recombination possibilities and their capability to serve as dwarf rootstock [70]. Tetraploids (4×), which result from incomplete mitosis of somatic embryos, might occur naturally or artificially in seedlings with diploid (2×) apomictic genotypes. Tetraploid rootstocks are characterized by shorter and thicker roots, which results in slower growth [71,72]. Furthermore, tetraploidy affects phenotypic features such as leaf and root morphology, fruit quality, stomatal size, and density. These alterations may disrupt normal physiological processes [73]. Tetraploid trifoliate orange rootstocks lowered scion canopy development and fruit yield; however, clementine’s sugar content, acidity, juiciness, and carotenoid content remained unaffected; hesperidin concentration increased, and this was only true for clementine scions grafted onto tetraploid rootstocks [74]. Allario et al. [75] evaluated diploid and tetraploid plants derived from the same seed (‘Rangpur’ lime; C. limonia Osbeck), and found that polyploid seedlings were smaller than diploid plants. According to Syvertsen [76], the lowest growth rates reported in citrus seedlings obtained from tetraploid rootstocks are attributed to decreased transpiration rates due to a lower number of stomata. Variation concerning plant height was noticed, and the diploid plants presented higher growth than tetraploid plants. Moreover, tetraploid plants were smaller and grew more slowly [72].

3. Dwarfing Mechanism of Scion Reduction

Grafting is an ancient horticultural practice that joins the aerial part (scion) with another segment (rootstock) to produce a new plant [10]. Scion cultivars grafted with rootstock are the foundation of modern fruit orchards. Rootstocks influence the morphological, biochemical, and physiological characteristics of the scion portion [77]. Several studies have been conducted to investigate the rootstock-induced dwarfing effect; however, the associated mechanisms in citrus plants have not been fully explained. Scion vigor is known to be influenced by multiple factors, such as the transport of minerals [2], level of hormones [78], hydraulic conductance [79], and anatomical studies [48,80]. Therefore, it can be concluded from the literature that the impact of citrus rootstocks on scion growth and dwarfing mechanisms are mediated by numerous factors (Figure 1 and Table 4), including mineral uptake capacity, hormonal alterations, hydraulic conductance, and anatomical features.
Figure 1. Schematic diagram of dwarfing mechanism in citrus rootstocks.
Table 4. Rootstock-induced dwarfing effects in citrus scion growth.

4. Type of Dwarf Rootstock

Dwarfing rootstocks produce a mature tree with a height of no more than 2.5 m, in combination with any scion cultivar, regardless of environmental influences [87]. The vigor of citrus trees (Citrus spp.) is affected by the canopy/rootstock combination, soil, and phytosanitary conditions. Bitters [19] proposed a classification in which a tree taller than 6.0 m was used as the standard. Sub-standard, semi-dwarf, and dwarf plants had a reduction of 25%, 50%, and 75%, respectively, regarding the standard. Another classification was proposed by Castle and Phillips [87] based on plant height or volume of scions into four different categories, such as standard plants: dwarf, semi-dwarf, semi-standard, and standard plants. Dwarf and semi-dwarf plants are 40% and 40–60% of the standard size, respectively. Semi-standard plants have 60–80% of the size of standard plants. On the other side, the term standard refers to plants having 80–100% of the standard size.

4.1. Tree Size and Vigor

Rootstocks significantly impact the physiological, biochemical, and molecular characteristics of the scion cultivar [16]. The reduction of scion growth due to rootstock is a fascinating phenomenon in studying fruit trees. Previous studies have demonstrated that the Salustiana scion cultivar grafted on ‘Rough lemon’ rootstock had the most extended primary shoot length, greater scion trunk diameter, and vigorous root morphology compared with less vigorous rootstocks. Additionally, plants grafted onto vigorous rootstocks have better nutritional properties [2]. The ‘Shatangju’ mandarin scion cultivar grafted onto the ‘Fragrant orange’ and ‘Red tangerine’ rootstocks displayed dwarfing traits with the shortest shoot length, lowest trunk diameter, and shortest internodal length [40]. In another study, the root system of ‘Rough lemon’ rootstock was shown to be vigorous with increased root projected area, root volume, surface area, and the number of forks and points; however, the ‘Carrizo’ rootstock displayed lower values of root morphological traits [81]. Recent experiments reported that the ‘Shatangju’ scion cultivar grafted onto the ‘Flying Dragon’ rootstock encouraged short-stature trees. In contrast, trees grafted with other rootstocks, such as ‘Shatang mandarin’, ‘Goutou sour orange’ and ‘Sour orange’, grew taller and wider and had more vigorous plant growth. According to the research mentioned above, the vegetative growth of scion cultivars is significantly influenced by citrus rootstocks. Additionally, using dwarfing rootstocks permits high-density planting, which boosts yield and leads to optimal use of water and nutrients [1].

4.2. Precocity

Prominent features imparted by dwarfing citrus rootstocks are a decrease in tree size and precocity (early flowering and fruiting). Dwarfing rootstocks are typically connected with precocity, while vigorous rootstocks delay fruiting. Conversely, the performance of the fruit trees is linked to a proper balance between fruiting and vegetative growth because excessive vegetative growth lowers the total yield and fruiting [88]. Rootstocks that encourage scion precocity are needed for early crop production [9]. For instance, dwarfing citrus rootstocks limit tree size and increase yield production and precocity. ‘Mandared’ trees grafted onto C22, C57, and C35 rootstocks bear fruit one year earlier than other tested rootstocks. Furthermore, ‘Mandared’ trees grafted with C22 rootstock demonstrated yield precocity and higher yield efficiency than C22 rootstock [89]. A lowered canopy volume of trees grafted on C22 rootstocks has been shown in previous studies [90,91], and could be an advantage for new plantings with higher densities.

5. Planting Density for Citrus Rootstocks

A high-density planting system (Table 5) is an innovative agrotechnology that enhances yield by managing more plants in a given area [92]. In addition, the appropriate plant density should be maintained for maximum yield and good-quality fruit [14]. Citrus trees in a grove compete for resources such as water, nutrients, and light. As the distance between trees decreases and resources become more limiting, competition increases, and there are notable tree responses [87]. A distance of 5–7 ft (1.52–2.13 m) is recommended between plants grafted onto Flying Dragon rootstock despite its limited commercial use in Florida [93]. In Southeast Brazil, 4–5 m row spacing and 1.5–2.5 m plant spacing are advised for the Flying Dragon rootstock [94]. In Japan, orchards of Wase satsuma mandarin with a density of up to 10,000 plants ha−1 were evaluated via long-term tests [23]. Recent research conducted in India with Nagpur mandarin on Rangpur lime rootstock determined that a high-density planting was regarded as one that included between 555 and 625 plants ha−1 and that an ultra-high-density planting was considered as one that contained between 1250 and 2500 plants ha−1 [13]. Therefore, long-term experiments will be needed to examine commercial citrus cultivars with dwarfing rootstocks to determine optimal plant density under modern production circumstances.
Table 5. Effects of planting density on plant growth and fruit quality.

6. Conclusions

Grafting has been employed as a key tool in the propagation of horticultural crops to manage plant specific features such as early fruit production and vigor control. To encourage cultural application in high-density planting, citrus germplasm should be evaluated for its potential to produce plants with dwarf characteristics or short stature. In several countries, breeding programs have been started to develop dwarfing citrus rootstocks to achieve maximum planting density per unit area. For instance, ‘Flying Dragon’, ‘FA 517’, ‘HTR-051’, ‘US-897’, and ‘Red Tangerine’ rootstocks produce dwarf statures that allow for the establishment of dense orchards. Furthermore, short-stature trees have been obtained by using different interstocks and citrus dwarfing viroid (CDVd). Mechanisms for rootstock-induced dwarfing effects have also been covered in this article. Moreover, dwarf rootstocks have smaller root systems; thus, the roots absorb less water and nutrients from the soil medium. Furthermore, the influence of citrus rootstocks on scion growth and the dwarfing mechanism is induced by numerous factors, including mineral uptake capacity, hormonal alterations, hydraulic conductance, and anatomical features.

Author Contributions

J.L. and F.H. Conceptualization, F.H., S.I., M.N.K. and U.K. contributed to writing and original draft preparation; J.L., M.N.K., R.M.B., M.A.F., Y.P., L.H. and J.L. edited the manuscript; J.L., P.T. and J.C. contributed to supervision, project administration, funding acquisition, C.L., W.S., S.I. and M.A.N. review, and editing the manuscript. All authors have read and agreed to the published version of the manuscript.

Funding

We are grateful to the Guangdong Science and Technology Project (2018B020202009), Guangdong Provincial Special Fund for Modern Agriculture Industry Technology Innovation Teams (2022KJ108), and Guangzhou Science and Technology Project (201803020008).

Institutional Review Board Statement

Not applicable.

Data Availability Statement

Not applicable.

Acknowledgments

Thanks to all researchers for their contribution to this work.

Conflicts of Interest

The authors declare no conflict of interest.

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