1. Introduction
Avocado (
Persea americana Mill.) is a globally significant crop due to its economic value and health benefits. According to the Food and Agriculture Organization (FAO), global avocado cultivation reached approximately 858,152 hectares in 2021 [
1], reflecting the exponential growth in demand for this fruit. Among the various avocado cultivars, ‘Hass’ is the dominant variety, accounting for approximately 90% of the global avocado trade. This variety’s popularity stems from its consistent quality, shelf life, and favourable organoleptic properties. In recent years, the growing European demand for avocados has prompted Mediterranean countries to expand their cultivation areas, capitalizing on lucrative export opportunities [
2].
Despite its success, avocado cultivation faces unique challenges when transitioning from its native tropical and subtropical regions to Mediterranean climates. The humid, warm conditions of its native regions contrast sharply with the arid and semi-arid conditions typical of the Mediterranean basin. Mediterranean summers are characterized by high temperatures, intense solar radiation, low relative humidity, and limited water availability. When grown in Mediterranean areas, avocados face much more demanding environmental conditions, especially during the summer. As a result, these regions do not achieve the optimal production potential that the crop can express in its areas of origin, and yields are generally low and variable [
3]. Furthermore, water scarcity is exacerbated in coastal regions by the potential salinity of irrigation water, posing significant challenges for crop management under these conditions. The impacts of climate change are expected to exacerbate these challenges, with increasing temperatures, prolonged drought periods, and erratic rainfall patterns as critical stressors for agriculture in Mediterranean regions [
4]. For avocado, these environmental changes may further disrupt the delicate balance required to maintain optimal growth and yield under Mediterranean conditions.
Avocado is characterized by isohydric behaviour [
5], which allows it to maintain relatively stable leaf water potential under variable environmental conditions but also restricts gas exchange when atmospheric demand is high. Its root system is shallow [
3] and highly sensitive to hypoxia and salinity, limiting water uptake in dry or saline Mediterranean soils. Avocado is considered a shade-tolerant species with an adaptive advantage in colonising small canopy gaps in its native habitats [
6]. Consequently, the photosynthetic light saturation point of mature leaves in field-grown trees occurs at a photon flux density (PPFD) of approximately 1100 µmol m
−2 s
−1 [
7], making the species particularly prone to photoinhibition under intense solar radiation. These physiological traits collectively explain the avocado’s limited tolerance to heat and light stress, highlighting the importance of evaluating shading as a strategy to mitigate these limitations.
High temperatures and excessive solar radiation can disrupt key processes, such as stomatal regulation and the plant’s capacity to dissipate excess light energy, leading to photoinhibition and oxidative stress [
8,
9]. These challenges impair the plant’s overall photosynthetic performance, reducing its capacity to convert light energy into chemical energy effectively. These stress-induced physiological limitations underscore the need for employing adaptive cultivation techniques to mitigate the adverse effects of Mediterranean climatic conditions on avocado production.
To address these challenges, agronomic techniques such as shade netting have been increasingly adopted in Mediterranean agriculture. Shade nets create a modified microclimate that reduces solar radiation, lowers air temperature, and maintains higher relative humidity around the plant canopy [
10]. By mitigating extreme environmental stressors, shade nets can improve crop water use efficiency and enhance physiological processes. For avocado, these nets have the potential to stabilize stomatal conductance, reduce heat stress, and minimize photoinhibition during peak summer conditions.
The use of shade nets has been extensively studied in various crops, demonstrating benefits such as improved water status, enhanced photosynthetic activity, and better yield stability under stress conditions [
11,
12,
13]. Shade nets reduce incident solar radiation and temperature, creating a less stressful environment for plants. This leads to improved photosystem II (PSII) efficiency [
14], helping to prevent photoinhibition and oxidative stress [
15]. However, research on avocado’s physiological response to shade netting, particularly in Mediterranean climates, remains limited. A deeper understanding of how shading affects the dynamics of avocado water relations and photosynthesis is essential for optimizing its cultivation in these regions.
Given the increasing challenges posed by Mediterranean climatic conditions, it is essential to explore innovative agronomic strategies to enhance the resilience of avocado cultivation. To date, no field studies have evaluated the effects of shading on avocado cultivation, especially under Mediterranean conditions. Most available information comes from other fruit crops, and extrapolation to avocado remains uncertain. This study aims to investigate how shade nets can mitigate the adverse effects of heat stress and high solar radiation, thereby creating a more favourable microclimate for avocado trees. This represents one of the first field-based evaluations of shading effects on avocado physiology under Mediterranean conditions. The study aims to fill the current knowledge gap by assessing how shade nets influence gas exchange and photochemical efficiency in avocado trees exposed to high radiation and temperature stress. The primary objective of this research is to evaluate the physiological responses of young avocado trees under shade netting, with a focus on their water relations and photosynthetic performance. It was hypothesized that shade nets would moderate the canopy microclimate, reducing heat and radiation stress. Under shaded conditions, trees were expected to maintain higher stomatal conductance and photosynthetic efficiency, with reduced photochemical limitations on photosystem II relative to open-air trees. By analysing the daily dynamics of these processes, this study aims to provide insights into the potential of shade netting as a sustainable cultivation technique for improving avocado growth and productivity in Mediterranean climates. The findings of this study are intended to provide a physiological basis for developing management strategies that enhance the resilience and productivity of avocado orchards in Mediterranean environments.
3. Discussion
Under Mediterranean climatic conditions, avocado trees are exposed to extreme environmental factors that severely constrain their physiological performance. High irradiance and temperature, together with elevated VPD, promote stomatal closure, reduce transpiration and photosynthetic efficiency, and increase the risk of photoinhibition and thermal damage. These stressors, acting synergistically during the summer, challenge the ability of avocado, a specie inherently adapted to mild, humid tropical environments, to maintain stable gas exchange and photochemical activity [
6]. The results of this study demonstrate that shade netting effectively mitigates these limitations by moderating canopy temperature and incident radiation, leading to enhanced stomatal conductance and PSII efficiency. This microclimatic adjustment substantially reduced the intensity of environmental stress experienced by the trees, suggesting that shading is a practical and sustainable strategy to improve avocado adaptation to Mediterranean conditions.
The contrasting diurnal patterns of solar irradiance and VPD between summer and autumn highlight the critical role of microclimatic conditions in regulating avocado physiological responses. The daily patterns of environmental factors clearly separate summer and autumn (
Figure 1). In summer, net solar radiation peaked above 900 W m
−2 the temperature reached values around 35 °C, and VPD
air rose above 3.5 kPa (
Figure 1A,C,D). By contrast, autumn conditions were considerably milder, with a maximum net solar radiation of 600 W m
−2, T
air below 30 °C, and a VPD
air below 2 kPa. (
Figure 1B,D,F) These seasonal differences were further amplified at the leaf level, where contrasting microclimatic conditions developed around the canopy in open-air and shaded trees (
Figure 2). Under open-air conditions, the incident PPFD approached 2000 μmol m
−2 s
−1, and leaf temperatures exceeded 40 °C, while VPD
leaf reached values higher than 5 kPa (
Figure 2), creating a combination of high light intensity and heat stress. By contrast, shading nets modified the leaf microclimate: shaded trees received a reduced PPFD, with maximum values around 1400 μmol m
−2 s
−1 (≈30% reduction;
Figure 2A), lowered T
leaf by 3–5 °C, rarely surpassing 35 °C (
Figure 2C), and decreased VPD
leaf by ~20–25% (from >5 to ~3.8–4.2 kPa;
Figure 2E) Although the net-house did not consistently decrease air temperature or VPD
air, the ≈30% attenuation of PPFD substantially reduced the radiative load on leaves, lowering T
leaf by 3–5 °C and consequently VPD
leaf. This decoupling between leaf and air temperatures is expected from leaf energy-balance theory, which emphasises radiative forcing over convective exchange. Occasional morning/evening inversions in air temperature and episodes with higher VPD
air under shade are consistent with transient advection and limited ventilation typical of screenhouses. These microclimatic behaviours are well documented in screenhouse environments and arise from interactions between radiation screening and constrained air exchange [
16].
In autumn, PPFD was still reduced by ~30% (∼1600→∼1100 μmol m
−2 s
−1), but T
leaf remained <30 °C in both treatments, and the decline in VPD
leaf was modest (
Figure 2). Overall, these results confirm that the avocado, a specie adapted to shaded and humid environments, is particularly susceptible to the combined stress of high irradiance and temperature typical of Mediterranean summers, and that shading nets provide an effective management strategy to alleviate these constraints.
Despite the contrasting conditions between summer and autumn, Ψ
stem showed surprisingly little variation (
Figure 3A,B), confirming that this parameter is not always a sensitive indicator of short-term water stress in avocado [
6]. Avocado exhibits isohydric behaviour, maintaining relatively stable plant water status through strong stomatal regulation that limits transpiration when atmospheric demand increases [
5]. In both open-air and shaded conditions, Ψ
stem declined progressively from morning to midday, following the typical diurnal pattern described for woody plants [
12], but recovered slightly towards the evening. The similarity of Ψ
stem between treatments and seasons indicates that avocado trees maintained comparable overall water potentials yet achieved this through different stomatal strategies depending on environmental conditions. This isohydric behaviour was further supported by the analysis of ΔΨ
leaf and Δ
gs (
Figure 4). Throughout the summer day, ΔΨ
leaf remained close to zero, with only small fluctuations indicating that both crop systems maintained similar water potentials despite the contrasting microclimatic conditions. By contrast, Δ
gs revealed a more dynamic response. While values were near zero in the morning, the difference between systems increased progressively during the afternoon, reaching positive values. This pattern indicates that shaded trees exhibited higher stomatal conductance when atmospheric demand and leaf temperature were at their peak (
Figure 2). In autumn, the smaller environmental gradients were reflected in reduced diurnal variation in both ΔΨ
leaf and Δ
gs (
Figure 2), resulting in minor differences between systems (
Figure 4).
Stomatal conductance and leaf transpiration were more responsive to environmental variations (
Figure 3C–F). In summer,
gs was higher in the early morning when VPD was still low (
Figure 1E) but declined sharply as the day progressed and VPD
leaf exceeded 3.5 kPa, with T
leaf rising above 40 °C (
Figure 2C and
Figure 6). This decline in
gs, consistent with strong stomatal control to reduce water loss under high evaporative demand, agrees with previous observations in other subtropical crops such as citrus [
11]. The strong positive correlation between
gs and
Eleaf (R
2 = 0.75, < 0.0001;
Figure 7) further confirmed the central role of stomata in regulating leaf water loss. However, while both treatments exhibited similar early morning
gs values, open-air trees experienced a much steeper midday decline and failed to recover in the afternoon, in contrast to shaded trees, which maintained significantly higher
gs and
Eleaf until late afternoon. This behaviour suggests that shading alleviated the severity of stomatal closure by maintaining cooler leaves (
Figure 2C) and lower leaf-to-air vapor pressure gradients (
Figure 2E). Such results align with those obtained in lime trees under shading nets, where higher
gs and
Eleaf were also observed compared with open-air conditions [
12]. In autumn, atmospheric demand remained below 2 kPa and T
leaf was below 30 °C (
Figure 2D and
Figure 3F), resulting in milder conditions for gas exchange. Both treatments exhibited typical midday peaks in
gs and
Eleaf, similar to those previously reported in avocado under moderate climates [
17]. Consequently, the benefits of shading were most evident in summer, when evaporative demand was high, while in autumn the effect was negligible. This seasonal pattern emphasises that shading primarily enhances avocado performance during periods of combined light and heat stress, improving stomatal regulation and maintaining active transpiration under otherwise restrictive conditions.
The sensitivity of avocado leaves to environmental stress was further evidenced by the behaviour of chlorophyll fluorescence parameters (
Figure 5 and
Figure 8). PSII photochemistry was strongly influenced by the combined effects of high irradiance and temperature, which act synergistically to reduce electron transport and the efficiency of light energy conversion. As irradiance increased beyond ~800 μmol m
−2 s
−1, ΦPSII declined markedly (
Figure 8B), reflecting excess excitation energy that exceeded the capacity of carbon metabolism to use absorbed light, leading to photoinhibition [
18]. The diurnal pattern of ΦPSII showed a typical decline at midday, when PPFD exceeded 1000 μmol m
−2 s
−1, followed by a recovery in the afternoon as irradiance decreased. This reversible midday depression indicates dynamic photoinhibition, a protective mechanism allowing the dissipation of excess light energy to prevent sustained damage to PSII [
19,
20].
Seasonal differences were nonetheless evident. In summer, the midday depression of ΦPSII was more pronounced than in autumn, likely due to the additional effect of elevated T
leaf (above 40 °C), which exacerbates the susceptibility of PSII to thermal deactivation [
8,
21]. The observed negative nonlinear relationship between ΦPSII and T
leaf (
Figure 8A) supports this fact, showing a steep decline above 36 °C. Shading significantly moderated these effects by lowering both irradiance and canopy temperature, allowing shaded plants to maintain higher ΦPSII values throughout the day. Similar findings were reported in citrus [
15], where shading effectively prevented photoinhibition by reducing excess light load, further confirming the protective role of shade nets under combined heat and light stress. In autumn, when environmental stress was reduced, overall fluorescence values were higher and differences between treatments were minimal (
Figure 5B,D,F,H). This suggests that shading becomes less critical when temperature and radiation fall within the optimal range for avocado photosynthesis. Nevertheless, the marked improvements observed in summer confirm that shade nets provide an effective buffer against photochemical impairment under Mediterranean climatic conditions. The higher ΦPSII values under shading indicate improved coordination between energy absorption and utilization, reducing the excitation pressure on PSII and maintaining efficient photochemical performance.
The ETR exhibited a distinct thermal pattern compared with ΦPSII. In summer, ETR remained relatively stable throughout the day despite strong variations in irradiance and temperature, consistent with the observed temperature response curve, which showed an optimum between 35–38 °C (
Figure 8C). This indicates that under field conditions, avocado leaves were already operating close to their thermal optimum. However, at higher temperatures, open-air leaves tended to exhibit a sharper decline in ETR, suggesting the onset of heat-induced inactivation of PSII or reduced re-oxidation of the plastoquinone pool [
22,
23]. In autumn, when temperatures were milder, ETR followed a clearer diurnal pattern, increasing with irradiance until midday and then declining thereafter. Notably, the lack of a consistent correlation between ETR and PPFD (
Figure 8D), despite the marked decline of ΦPSII, implies that non-photochemical quenching mechanisms partially compensated for the excess energy under high light, maintaining the electron flow within safe limits.
Overall, these findings demonstrate that shading not only mitigated the risk of photoinhibition by reducing excess irradiance but also sustained more efficient electron transport and energy use in avocado leaves during summer. The enhanced photochemical stability observed under shaded conditions indicates that the combined reduction of leaf temperature and radiation load alleviated both thermal and photochemical stress, contributing to improved photosynthetic resilience in young avocado trees exposed to Mediterranean environments.
From a physiological perspective, shading improved both stomatal and photochemical performance of avocado trees under the combined stress of high irradiance and temperature typical of Mediterranean summers. Shaded trees maintained higher stomatal conductance and transpiration rates during the afternoon, while higher ΦPSII and ETR values reflected a more efficient photochemical function and a reduced risk of irreversible photodamage. This coordinated improvement between stomatal regulation and photochemistry indicates that shade nets enhance the overall photosynthetic resilience of avocado trees by optimizing the balance between CO
2 diffusion and light energy use. In addition to the direct effects of temperature and radiation attenuation, differences in light quality and diffusion under the shade structure may have further contributed to the improved photochemical performance observed in shaded trees, as reported for other fruit crops cultivated under protective covers [
24]. In contrast, during autumn, when environmental stress was lower and both irradiance and VPD remained moderate, shading provided only limited additional benefits, underscoring the seasonal dependence of its effectiveness.
Although shading has been previously studied in other fruit trees under Mediterranean conditions, such as citrus [
12], apples [
25], and grapevine [
26], information for avocado remains scarce. The present work provides field-based evidence on how shade nets affect gas exchange and photochemical efficiency in avocado trees, a specie particularly sensitive to high temperatures and irradiance. Under conditions of high solar radiation (PPFD > 1500 µmol m
−2 s
−1 and elevated atmospheric demand (VPD
air > 3 kPa), shading reduced leaf temperature by approximately 3–5 °C, contributing to the maintenance of higher photochemical efficiency. In autumn, when these thresholds were seldom exceeded, shading showed no appreciable effect. These results collectively demonstrate that shading may represent a practical and sustainable agronomic strategy to mitigate the negative effects of summer heatwaves and radiation excess on avocado physiology in Mediterranean climates. By moderating canopy temperature and incident radiation, shade nets improve gas exchange parameters and enhance photosynthetic stability, while also increasing tree resilience against extreme climatic events. Considering current projections of increasing frequency and intensity of heat stress episodes under climate change scenarios [
6,
8], the adoption of shading systems may become a key adaptive practice to secure the long-term productivity and sustainability of avocado cultivation in Mediterranean regions. Nevertheless, as this study was conducted over a single growing season, further multi-year research is needed to confirm the consistency of these physiological patterns and to evaluate potential agronomic outcomes.