1. Introduction
‘Valencia’ sweet orange [
Citrus sinensis (L.) Osb.] is grown in the most citrus-producing countries and commonly represents the leading commercial variety [
1,
2]. In Brazil, this species is prominent among producers owing to high fruit yield and quality. Further, this variety has late-maturing fruit, which are intended for both fresh fruit markets as well as industrial processing into juice [
3,
4]. The production of ‘Valencia’ oranges for industrial processing in the form of frozen concentrated juice (FCOJ) and not from concentrated juice (NFC) serves as one of the main activities of the citrus industry with a broad economic impact worldwide [
5]. However, the production of raw materials must be of high quality to maintain the sector’s market competitiveness. The quality attributes of the fruits are determined by their physicochemical characteristics, which in turn vary during the ripening period [
6,
7].
The ripening of citrus fruit passes through different phenological stages, and the final stage is characterized by a reduced growth rate with an increase in soluble solids (SS) content, a decrease in titratable acidity (TA), and changes in skin color [
8]. The SS content and TA, along with the relationship between them, also known as the maturation index (MI) or
ratio (SS/TA), are considered the main indicators of harvest quality [
9,
10,
11]. MI represents the balance between the content of sugars and organic acids in fruit, is associated with juice taste, and is widely used by the processing industry as an indicator of maturation and internal quality of fruit [
7,
12]. MI is considered when adjusting harvest-to-fruit destinations, either for fresh fruit markets or processing, depending on the demand from the importing country. Thus, analyzing these indicators throughout the ripening process allows for the establishment of optimal harvesting time and, consequently, improved quality of fruit for the production sector.
In citrus and other fruit species, including grapes (
Vitis spp.) and apples (
Malus domestica), grafting is a well-developed technique which combines a scion and a rootstock to form a new tree with a blend of characteristics, and the interaction between the rootstock and scion in a grafted tree is based on various physiological parameters [
13,
14,
15,
16]. In addition, the ripening of orange fruit is strongly influenced by the climatic conditions of the growing region [
6,
8,
17]. The rootstock can manipulate a grafted citrus tree in many ways. It can induce tolerance or resistance to soil-borne stresses and diseases while manipulating horticultural attributes, such as tree size, yield, nutrient uptake, water potential, and fruit quality, including the development of ripening, color of skin and juice, SS and TA contents, and other juice characteristics [
18,
19]. Moreover, selection of an appropriate graft combination should prioritize those that provide better fruit quality to meet the demands of the orange juice industry.
The search for new rootstocks that positively affect the characteristics of sweet oranges has led to the introduction of hybrids of ‘Trifoliata’ [
Poncirus trifoliata (L.) Raf.] with mandarin (
Citrus reticulata Blanco) or grapefruit (
Citrus paradisi Macf.), also known as citrandarins and citrumelos, respectively. These have been evaluated as alternatives for the diversification of rootstocks in Brazil and several other countries [
20,
21,
22,
23]. Among the alternatives are ‘US-852’, ‘IPEACS-256’, and ‘IPEACS-264’ citrandarins and ‘Swingle’ and ‘F.80–3’ citrumelos [
20,
23,
24,
25,
26,
27,
28,
29].
When grafted on ‘Trifoliata’ hybrid rootstocks, orange trees produce high-quality fruit with desirable attributes for the juice industry, such as high SS content and juice yield [
20,
23,
30,
31,
32,
33]. ‘Swingle’ is the best-known citrumelo in Brazil and globally. It is among the main rootstocks used for diversifying orange groves, providing scions with high-quality fruit, increased juice yield, SS content and yield, and reduced scion vigor [
21,
30].
Analysis of orange fruit ripening development enables the identification of groups of scion/rootstock combinations with different physicochemical characteristics and harvest dates, permitting improved planning of the establishment of new orchards for producing high-quality orange juice [
17,
34]. Thus, it is possible to establish the optimal harvest point for each scion/rootstock combination within specific regions [
35]. Therefore, we aimed to assess the ripening development of ‘Valencia’ oranges when trees are grafted on different ‘Trifoliata’ hybrid rootstocks grown in different subtropical locations.
3. Results and Discussion
At the RA location, significant differences among the ‘Trifoliata’ hybrid rootstocks were observed for SS, MI, and CCI of ‘Valencia’ orange fruit (
Table 1). An effect of time (in days) for all variables analyzed was also observed. For SS content, significant differences were observed after 60 days of the beginning of the evaluations, and the rootstocks IPEACS-256 and ‘US-852’ citrandarins had the highest means until the last evaluation (
Table 2). A similar pattern was observed for MI, and during the last evaluation, the ‘US-852’ citrandarin exhibited the highest mean, and the ‘Swingle’ citrumelo the lowest (
Table 2). Regarding the CCI, differences among rootstocks were also observed from the 60th day after the beginning of the evaluations, and on the last day, the IPEACS-256 citrandarin had the highest mean, and the citrumelos had the lowest (
Table 2).
At the SSA location, the effect of the different ‘Trifoliata’ hybrid rootstocks on ‘Valencia’ orange fruits was observed for SS, MI, and CCI (
Table 3). A significant interaction between rootstocks and time in days was only verified for SS content. For this juice characteristic, the differences were observed after 90 days from the beginning of the evaluations, and for the last one, the highest means were noted when the trees were grafted on ‘US-852’, IPEACS-256, and IPEACS-264 citrandarins (
Table 4).
Regarding MI, the ‘US-852’ citrandarin had the highest mean among the evaluations (
Table 4). The effect of the rootstocks on the CCI of orange skins was observed during harvest, where the ‘US–852’ and IPEACS-256 citrandarins resulted in the highest means, and the ‘Swingle’ citrumelo the lowest (
Table 4).
At the SSJ location, there was no significant effects of rootstocks on ‘Valencia’ orange fruits for all variables evaluated (
Table 5 and
Table 6). However, the effect of the time in days was significant, but it must be noted that, at this location, only the ‘W–2’ and ‘Swingle’ citrumelos were assessed as the fruit production of trees grafted on the other ‘Trifoliata’ hybrid rootstocks was inadequate for evaluation.
Considering the regression analysis of the fruit ripening development of ‘Valencia’ orange grafted on different Trifoliata hybrid rootstocks, the SS content exhibited an increasing pattern, adjusting to the quadratic model for all three locations (
Figure 2A,
Figure 3A and
Figure 4A). The TA development of fruit was better adjusted by the linear regression model with decreasing values for all locations and all evaluated rootstocks. The ‘Trifoliata’ hybrid rootstocks induced very similar TA values throughout the ripening period (
Figure 2B,
Figure 3B and
Figure 4B).
The MI of the ‘Valencia’ fruits of the three locations all demonstrated increasing development, and this characteristic of maturation was better adjusted to the linear model (
Figure 5A,
Figure 6A and
Figure 7A). Moreover, the CCI of ‘Valencia’ orange fruits at all three locations assessed also increased over time and was better adjusted to the quadratic model (
Figure 5B,
Figure 6B and
Figure 7B).
At the RA location, a subtropical region with a hot summer and at low elevation (380 m a.s.l.), the fruits of trees grafted on ‘US-852’ citrandarin reached the MI
im earlier than the other ‘Trifoliata’ hybrid rootstocks, in an estimated period of 158 days after the beginning of the evaluations, followed by IPEACS-256 citrandarin, F.80-3 citrumelo, IPEACS-264 citrandarin, ‘W-2’ and ‘Swingle’ citrumelos (162, 173, 182, 182, and 187 days, respectively) (
Figure 5A). The earliest estimated period that fruits changed skin color from green to pale yellow, corresponding to a CCI = 0, was also observed when the orange trees were grafted on ‘US-852’ citrandarin, with an estimated period of 107 days after the beginning of the evaluations, followed by IPEACS-256 and IPEACS-264 citrandarins, and F.80-3, ‘W-2’, and ‘Swingle’ citrumelos (110, 124, 135, 136, and 141 days, respectively) (
Figure 5B). At this location, considering the MI
im, the main characteristic for fruit processing, the evaluated rootstocks strongly influenced the ripening of ‘Valencia’ oranges, with a maximum variation of 29 days from the earliest (‘US-852’ citrandarin) to the latest (‘Swingle’ citrumelo) ripening.
At the SSA location, a subtropical region with a hot summer and at an intermediate elevation (650 m a.s.l.), the MI
im of ‘Valencia’ fruits was also reached earlier when grafted on ‘US-852’ citrandarin, with an estimated period of 177 days after the beginning of the evaluations (
Figure 6A), followed by ‘Swingle’ and F.80-3 citrumelos, IPEACS-264 and IPEACS-256 citrandarins, and ‘W-2’ citrumelo (191, 192, 194, 194, and 202 days, respectively) (
Figure 6A). The fruits of ‘Valencia’ orange trees grafted on the ‘Trifoliata’ hybrid rootstocks reached CCI = 0 in a smaller range, from 85 to 93 days (IPEACS-256 and ‘US-852’, respectively), except for the ‘Swingle’ citrumelo, which reached this index at 105 days after the beginning of the evaluations (
Figure 6B).
At this location, considering the MIim, the rootstocks also influenced the development of ripening of ‘Valencia’ orange fruit, with a variation of 25 days from the earliest (‘US-852’ citrandarin) to the latest (‘W-2’ citrumelo) ripening.
At the SJS location, a subtropical region with temperate summers and at high elevations (835 m a.s.l.), the orange fruit did not reach the MI
im for processing until the last evaluation. Nevertheless, according to the regression analysis, both ‘Swingle’ and ‘W-2’ citrumelos expressed a similar late ripening behavior, and the MI
im was estimated to be reached at 254 days after the beginning of the evaluations (
Figure 7A). On the other hand, under the specific weather conditions of this location, with temperate summer and wide temperature range, with warm days and mild nights, both ‘Swingle’ and ‘W-2’ citrumelos induced very early pale-yellow skin color (CCI = 0) of ‘Valencia’ orange fruits at 67 days after the beginning of the evaluations (
Figure 7B).
Although external and internal ripening of orange fruits in general coincide, skin and pulp behave in many respects as separate organs and thus can be considered to undergo different physiological processes. Mature citrus pulp contains a very high percentage of water (85–90%) and many different constituents, including carbohydrates; organic acids; amino acids; vitamin C; minerals; and small quantities of lipids, proteins, and secondary metabolites, such as carotenoids, flavonoids, and volatiles [
46].
SS comprises 10–20% of the fresh weight of the fruit and consists mainly of carbohydrates (70–80%) and relatively minor quantities of organic acids, proteins, lipids, and minerals [
46]. The accumulation of SS content during the ripening period occurs in growth stage III of sweet oranges, also known as the stage of cell expansion, and it is characterized by a rapid increase in fruit size and SS content, lasting up to 6 months according to the region and growing conditions [
8]. The rootstock plays an important role in fruit ripening because it can speed up or delay citrus tree development. In this work, it was shown that the ‘US-852’ and IPEACS-256 citrandarins anticipated ripening of fruits. In addition, in subtropical regions with hot summers and at low elevations, the duration of stage III can be anticipated to be 3 to 4 months, whereas in subtropical regions with temperate summers, this stage tends to be prolonged, extending up to 10 months. At the end of stage III, fruits tend to accumulate considerable SS content, which is determined by the climatic conditions of the growing regions, particularly water availability.
It is known that increasing rainfall during stage III may lead to a decrease in SS content by diluting the juice in response to excessive water absorption by trees [
47,
48]. Therefore, the decrease in the SS content of ‘Valencia’ orange fruits grafted on different rootstocks after reaching the maximum content, which is indicated by quadratic behavior, may have occurred because of the higher rainfall season during the period of SS accumulation in the three locations evaluated. This is a recurrent situation in the ripening of late orange varieties, such as ‘Valencia’, grown in subtropical regions, where considerable rainfall periods usually coincide with lower concentrations of these sugars.
Generally, fruits of ‘Valencia’ orange grown at the SJS location, with temperate summers, exhibited a slow decrease in TA during the maturation period. Some authors have reported that fruits grown in regions with hot summers tend to exhibit a rapid decrease in acidity compared with regions with temperate summers owing to the increased respiration rate [
9,
12,
48,
49].
Considering the MI
im, the fruits of ‘Valencia’ orange trees grafted on different ‘Trifoliata’ hybrid rootstocks grown at the RA location presented early ripeness, with an estimated time to reach this phase from 158 to 187 days after the beginning of the evaluations when grafted on ‘US-852’ citrandarin and ‘Swingle’ citrumelo, respectively (
Figure 2A). The same trend was observed for both rootstocks when the ‘Valencia’ orange trees were grown at the SSA location, but the estimated periods that these two rootstocks took to reach this phase were 177 and 191 days, respectively (
Figure 2B). According to the regression model adjusted for the SJS location, late ripeness of fruits was observed, as the estimated time to reach the MI
im ranged from 246 and 261 days after the beginning of the evaluations for ‘Swingle’ and ‘W-2’ citrumelos, respectively (
Figure 4B).
Rootstocks have been demonstrated to change the ripening development of ‘Folha Murcha’ sweet orange [
C. sinensis (L.) Osb.] by inducing different fruit harvest dates, and this difference may range from 8 to 28 days [
17]. These authors also found that fruits grown in regions with higher temperatures reached full ripeness up to 92 days earlier. Under subtropical conditions with hot summers, orange fruits ripen and become marketable in a shorter period of time, whereas in milder climates, ripening takes longer [
8,
12]. Thus, this behavior corresponds to the ‘Valencia’ orange grown at the RA location, with early ripeness. Moreover, the rootstocks induced different harvest dates in ‘Valencia’ oranges, with emphasis on ‘US-852’ citrandarin grown in the RA and SSA locations.
Maximum and minimum temperatures differ even within a small interval between the latitudes of orange-producing areas, which may cause changes in fruit maturation and harvest dates as well as the behavior of scion varieties over each rootstock. Therefore, the ripening behavior found for ‘Valencia’ orange on ‘Trifoliata’ hybrid rootstocks in different subtropical growing scenarios is an important source of information for planning the marketing of fresh fruits or the industrial processing of fruits. In other words, the optimum date for harvesting can be estimated, helping to select the most appropriate rootstock genotypes according to production and processing from a commercial point of view.
The fruits of ‘Valencia’ orange trees grafted on ‘Trifoliata’ hybrid rootstocks grown at the RA location, with hot summers and low thermal amplitude during the ripening period, exhibited certain difficulty in terms of skin color change, remaining a shade of green for a long time, requiring an extended period from the beginning of the evaluations to reach CCI = 0, from 107 to 141 days (
Figure 2B). When grown at the SSA and SJS locations, this period ranged from 93 to 105 days (
Figure 3B) and from 64 to 69 days (
Figure 3B), respectively.
The change in fruit skin color occurs due to the degradation of chlorophyll, which is responsible for the green color of fruits, and an increase in carotenoid pigments, which gives the fruit intense yellow and orange hues [
50,
51]. Color breaks in subtropical areas generally occur in mid-autumn when temperatures decrease, and day length diminishes. The decline in rind chlorophyll proceeds over several months, and the onset of carotenoid accumulation almost coincides with the disappearance of chlorophyll [
46].
Air temperature has the greatest influence on the external color of oranges throughout maturation. Usually, the skin color of fruits grown in colder regions changes earlier. In contrast, with fruits grown in warm regions, changes occur later, and in some cases, the external color of the fruits may not develop satisfactorily [
51,
52,
53]. Moreover, the genetic differences in rootstocks and their relationships with different scion varieties may influence the CCI [
54,
55,
56], and it was shown in this work that citrandarins, in general, had higher CCI values than citrumelos.
Color is considered one of the most important external factors for the quality of orange fruits, as they are mainly marketed as fresh fruits, and the visual aspect of the product is considered an index of quality and maturation. However, skin maturation or morphological maturation does not always coincide with juice maturation in oranges grown in warmer tropical regions [
7,
12]. In addition, citrus is harvested based on internal quality (edibility), and skin changes have not been related to the best harvest times [
57]. Although the ‘Valencia’ oranges grown at the SJS location underwent rapid development of CCI, it took a long time to reach the MI
im, confirming that CCI should not be used as a ripening reference alone for juice processing when growing this variety in regions with temperate summers and at high elevations. The fruits grown at the RA location, correspondingly, took less time to reach the MI
im, but reaching a CCI = 0 of the skin took a long time; thus, if the aim is to market fruit with a more attractive appearance, then it is necessary to extend the timing of harvest until they reach the desired skin color.
The ‘Valencia’ orange fruits grafted on ‘US-852’ or IPEACS-256 citrandarins grown in locations with hot summers presented an earliness characteristic, they reached the MIim over a short period when compared with the other rootstocks evaluated. These genotypes are, therefore, a robust option for anticipating fruit harvest in order for citrus processing plants to operate earlier, over a wider period of the year.
In general, the basic quality of orange juice is determined by the fruit processor, that is, by the quality of fruit juice accepted at the reception area. Subsequent processing steps cannot improve the main quality parameters of a given production batch, except by blending a particular juice with superior quality orange juice or concentrate. In extracted juice, the concentration of sugar typically varies from 9 °Brix for early season varieties to 12 °Brix for fruit harvested late in the season. However, citrus processors usually consider 11.8 °Brix and 11.0 °Brix as the minimum grade of orange juice for FCOJ and NFC, respectively, or an MI ranging from 12.5 to 20.5 for both [
42,
58]. MI offers a more comprehensive analysis of orange juice quality because it also considers its organic acid content. Nevertheless, the removal of acid from the juice, also known as deacidification, would also increase MI but is not permitted for orange juice in most countries [
42,
59]. Thus, the SS content in fact had a major impact on MI in these trials, as the ‘Trifoliata’ hybrid rootstocks had no influence on this juice characteristic (
Table 1,
Table 3 and
Table 5). This range of MI permits processors to market different kinds of juices according to their consumer preference, but off-specification oranges are rejected to ensure robust quality juices. Thus, the monitoring of orange ripening when trees are grafted on different rootstocks at a given location is essential to improve juice quality.
Although earliness is a characteristic of the scion, the rootstock may change the ripening development of orange fruits [
30,
33,
35]; thus, rootstock selection plays a crucial role in new citrus orchards. The rootstock is an important component of a healthy and productive citrus tree, influencing the fruit yield, fruit quality, tree size, and tolerance of diseases [
60,
61]. However, the selection of rootstocks in many growing countries has been based mainly on disease control.
Currently, in Sao Paulo State, Brazil, ‘Rangpur’ lime and ‘Swingle’ citrumelo are the main rootstocks, while in Florida, US, ‘Carrizo’ citrange and ‘Swingle’ citrumelo are the main rootstocks [
62,
63]. As demonstrated in this work, some citrandarin rootstocks, such as ‘US-852’ and IPEACS-256, are strong options for improving the quality of orange juice, and diversification is an important tool to avoid emerging and destructive diseases that put the citrus industry at risk.
The results of this study provide new information in terms of rootstock selection for ‘Valencia’ orange trees, taking into consideration the location, climatic conditions, and demands of each market, using certain important characteristics of orange fruit ripening development, such as the MIim and CCI.