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Theor Ecol (2013) 6:165–171 DOI 10.1007/s12080-012-0168-y ORIGINAL PAPER Allelopathic adaptation can cause competitive coexistence Akihiko Mougi Published online: 1 August 2012 # Springer Science+Business Media B.V. 2012 Abstract The maintenance of plant diversity is often explained by the ecological and evolutionary consequences of resource competition. Recently, the importance of allelopathy for competitive interactions has been recognized. In spite of such interest in allelopathy, we have few theories for understanding how the allelopathy influences the ecological and evolutionary dynamics of competing species. Here, I study the coevolutionary dynamics of two competing species with allelopathy in an interspecific competition system, and show that adaptive trait dynamics can cause cyclic coexistence. In addition, very fast adaptation such as phenotypic plasticity is likely to stabilize the population cycles. The results suggest that adaptive changes in allelopathy can lead to cyclic coexistence of plant species even when their ecological characters are very similar and interspecific competition is stronger than intraspecific competition, which should destroy competitive coexistence in the absence of adaptation. Keywords Competition . Allelopathy . Population cycles . Adaptive dynamics . Speed of adaptation Introduction Competition is a major selective force creating and maintaining plant species diversity (Tilman 1982; Taper and Case 1992; Schluter 2000). Direct resource competition has been long regarded as one of the most important competitive Electronic supplementary material The online version of this article (doi:10.1007/s12080-012-0168-y) contains supplementary material, which is available to authorized users. A. Mougi (*) Ryukoku University, 1-5 Yokoya, Seta Oe-cho, Otsu 520-2194, Japan e-mail: [email protected] mechanisms. Recent research, however, has emphasized that the competitive mechanisms not related to resource competition, such as allelopathy (a biological phenomenon by which an organism produces one or more biochemicals that influence the growth, survival, and reproduction of other organisms), also can affect the consequences of competitive interactions (Callaway and Aschehoug 2000; Bais et al. 2003; Hierro and Callaway 2003; Vivanco et al. 2004; Callaway and Ridenour 2004). In contrast to the large literature on the evolutionary dynamics of resource competition, however, there are few theories on the evolutionary dynamics of allelopathy, thus we do not know how the evolution of allelopathy influences the consequences of competitive interaction. The impressive invasion success of exotic plant species in spite of a very small initial abundance is an ecological mystery. A major hypothesis is “enemy escape”: enemies in the original community are absent in the new community and the exotic plants can allocate their full ability to resource competition (Darwin 1859; Elton 1958). Recently, allelopathy has been suggested as a mechanism for the impressive success of invasive plants, and the rapid adaptation of interaction traits, including allelopathy, in response to a new environment, has also been recognized as playing an important role of invasion success (Callaway and Ridenour 2004; Lankau and Strauss 2007). However, native species also can evolve in response to invasive species (Callaway et al. 2005; Strauss et al. 2006). In addition, very fast allelopathic adaptation such as phenotypic plasticity can occur. In this context, ecologists need a theoretical foundation describing the relationship between the evolutionary dynamics of allelopathy and ecological competitive interactions. Recent theoretical studies have emphasized the importance of speed of evolutionary adaptation in producing ecological consequences particularly in antagonistic 166 interaction systems such as predator–prey (Abrams and Matsuda 1997; Abrams 2003; Dercole et al. 2010; Calcagno et al. 2010; Mougi and Iwasa 2010, 2011a, b; Mougi et al. 2011; Cortez and Ellner 2010). In competitive interactions, rapid adaptation also can occur (Hairston et al. 2005; Strauss et al. 2006), however, there are few studies that examine how the speed of evolutionary adaptation influences the outcomes of competitive interactions. In addition to the speed of evolutionary adaptation, the coevolutionary consequences strongly depend on the forms of coevolutionary selection, such as interactions mediated by the matching of a trait in one species to a trait in another (phenotype matching), and the differentiation in the phenotypes of interacting species, as in classic arms-race dynamics (phenotype differences; Abrams 2000; Yoder and Nuismer 2010). In phenotype matching, the matching of traits maximizes one of the two interaction coefficients and minimizes another one, while in phenotype differences, mismatching of traits maximizes one of the two interaction coefficients and minimizes another one. The theory on evolution of resource competition, such as character displacement, has assumed that the amount of competition increases with phenotype matching. In contrast, competitive interaction due to allelopathy may strengthen with phenotypic differentiation (Yoder and Nuismer 2010). In real competitive interaction systems, the evolutionary dynamics of both resource competition and allelopathic competition would encourage coexistence of competing species, however, I focus on the evolutionary dynamics of allelopathic competition because until now few studies have examined the evolutionary dynamics of such competitive interactions (but see Abrams and Matsuda 1994; Law et al. 1997; Kisdi and Geritz 2001). Here, I study the coevolutionary dynamics of an interspecific competition system with an allelopathic interaction. It is well known that stable coexistence between competing species requires that competition be stronger on average within than between species (Gause 1934; Chesson 2000). Traits involved in resource competition, such as rates of nutrient uptake, may be likely to affect intra- and interspecific competitive ability similarly. However, some traits such as allelopathy may have opposing effects on intraand interspecifc competitive ability (Lankau 2008). For instance, genotypes that invest heavily in a toxic allelochemical would be strong interspecific competitors, but may be weak competitors against their own species (which is unaffected by the chemical) if expressing the trait entails some production cost (Lankau 2008). As shown in this example, I assume that (1) allelopathy negatively affects only heterospecific competing species; (2) increasing of the level of allelopathy is costly; (3) the allelopathic interaction between species increases with phenotype differences (Bais et al. 2003; Yoder and Nuismer 2010). Because the Theor Ecol (2013) 6:165–171 assumptions (1) and (3) are different from those assumed in classical theory on character displacement (Taper and Case 1992), the evolutionary dynamics of the allelopathic interactions might change the competitive coexistence condition predicted by classical theory (Gause 1934; Chesson 2000). The third assumption might be appropriate when one considers two competing plants of physical proximity, each capable of allelopathy. The plant with the higher production rate of allelopathic chemical would, on average, kill its neighbor quicker than its neighbor kills it. For the ecological dynamics, I adopt the Lotka–Volterra competition system as the simplest model, and for the evolutionary dynamics, I adopt a quantitative genetic model (Abrams et al. 1993). The quantitative genetic model has been used to describe the adaptive trait dynamics such as genetic evolution, phenotypic plasticity, and behavioral changes (Abrams et al. 1993; Kondoh 2003). In this system, I examine the conditions that enable coevolution to produce a stable equilibrium and large-amplitude oscillations. I particularly focus on how the speed of evolutionary adaptation affects the evolutionary and population dynamics. I demonstrate that adaptation of allelopathy can lead to cyclic coexistence of plant species even when their ecological characters are very similar and interspecific competition is stronger than intraspecific competition. Model Dynamics of population size I consider a biological scenario of interspecific competition of plants. The two species negatively affect each other through allelopathy due to chemicals (Bais et al. 2003; Callaway and Ridenour 2004; Lankau and Strauss 2007). In addition, the chemicals do not affect conspecific individuals (Lankau 2008). I consider the simplest model which reflects the above scenario by the following Lotka–Volterra two species competition system (May 2001; Law et al. 1997; Kisdi 1999), dNi ¼ ri ðui Þ Ni aij ui uj Nj Ni ; dt ð1Þ where Ni is population density of species i; ri (i 2 1; 2) is the per capita growth rate; αij is the competition coefficient, with αii 01. Parameter αij is function of certain traits of the two species. I assume that αij is a function of the difference in the trait ui and uj in two species. In this scenario, the trait is a chemical which harms heterospecific plants (Lankau 2008). Greater differences in trait values imply larger negative effect on another species due to allelopathy. This can be realized if the scenarios proposed in introduction is held Theor Ecol (2013) 6:165–171 (particularly when is θ is large (see below)). For example, it is appropriate if allelopathy results in mortality at a young stage in one of the two plants, and the relative production rates of allelopathic chemicals determine which of two neighboring plants is likely to survive. To represent the effects, I use the sigmoidal function, aij ¼ a0 1 þ exp θ ui uj , where α0 is the basal competition coefficient and θ (>0) is the shape parameter of the function (Yoder and Nuismer 2010). αij is inversely proportional to (ui −uj). As θ increases, the function approaches a step function. If the value of species is trait ui is much greater than that of species j, uj, αij is very small but αji is very large. In this scenario, interspecific competition, measured by αij is assumed to be larger than intraspecific for the case of ui 0uj, that is α0 ≥2. The cost of developing the trait in each species is modeled by assuming that ri is decreasing functions of ui. The 0 rates of decrease ( ri ) indicate the strength of the cost ρ constraint. I use a power function, ri 0r0(1 ui i ), where r0 is the basal per capita growth rate and ρi represents the strength of the trade-off (where a larger value represents a smaller cost or weaker constraint). Dynamics of evolutionary adaptation I model the coevolutionary dynamics of the population mean trait values, ui, based on a quantitative trait evolution model (Abrams et al. 1993) as follows: dui @Wi e ¼ Gi ; ð2Þ dt @^ui bui ¼ui e i is the additive genetic variance which represents where G the speed of evolutionary adaptation. Here, the dynamics expressed by Eq. (2) can reflect an adaptive change in the traits due to genetic evolution or to an individual’s changing its phenotype (Abrams et al. 1993; Kondoh 2003). For ei < 1, simplicity, I assume the speed is constant. When G the dynamics of traits are slower than the fitness dynamics e i > 1 , the dynamics of traits are (evolution), and when G faster than the fitness dynamics (plasticity). b ui is the mutant trait value. Wi is the mutant fitness, defined as the per capita ui Þ Ni aij b ui uj N j rate of population growth: Wi ¼ ri ðb : Eq. (2) indicates that the rate of adaptive change in the traits should be proportional to the selection gradient. If the selection gradient is positive (negative), selection pushes the population toward higher (lower) trait values. At evolutionary equilibrium, Eq. (2) becomes zero. A formula similar to Eq. (2) has also been adopted to describe phenotypic plasticity, by which individuals can shift the value of their trait in a direction that will improve the expected fitness (Abrams et al. 1993). Here, the 167 dynamics expressed by Eq. (2) indicates adaptive change in traits by either genetic evolution or an individual’s shifting of its phenotype. In the following discussion, I consider both to be “adaptation” in the broad sense. The four differential equations, (1) and (2), describe the coupled coevolutionary and ecological dynamics of two competing species, which I analyze further below. Results In Fig. 1, I show the coevolutionary dynamics of population sizes Ni and traits ui for several different values of the speed e . In these examples, cyclic of evolutionary adaptation G oscillation occurs, but, depending on conditions, the dynamics may converge to equilibrium. I first discuss the condition for a stable or unstable equilibrium. Then, I discuss how the speed of adaptation affects the dynamic behavior of the population sizes and traits of the two species. Equilibria or cycles To ascertain the conditions leading to coevolutionary cycles, I analyze the local stability of a nontrivial equilibrium in the coevolutionary system described by Eqs. (1) and (2) (the results are explained in SI Appendix A). Figure 2 illustrates the parameter regions in which the equilibrium is steady state (white) or not (dark gray). In the unstable regions, the system shows a stable limit cycle. Figure 2 illustrates the case where u*1 ¼ u*2 (the strength of the constraints on the two species is same (ρ10ρ20ρ, and they have the same r0)). The asterisks mean the trait values at equilibrium. The result shows that the equilibrium tends to be unstable when α0 is large. In addition, the equilibrium tends to be unstable when the speed of evolutionary adaptation of two species is similar and slow. However, I find that the oscillations can occur in light gray regions where the equilibrium is locally stable but not globally stable. This type of instability is likely to occur when the speed of adaptation of one species is very fast and that of another species is not fast. Figure 3 illustrates the effects of the strength of the constraints. When the strength of the constraint on the two species is weak (ρ>1), the equilibrium tends to be stable (Figs. 2b and 3a, b). If the strength of the constraint on the two species is different, that is (ρ1≠ρ2), the equilibrium tends to be unstable (Fig. 3a, c). Particularly when weaker constraint in one species tends to cause oscillations (Fig. 4). In this system, strong constraint in one or both species (ρ<1) tends to show divergent oscillations which cause extinction. The parameter θ also affects the stability. When θ is large, the equilibrium tends to be unstable (Figs. 2b and 5a, b). 1 Slow adaptation a N2 b Fast adaptation c N1 1 u2 0 u1 200 time This implies that the population oscillations can occur when the effect of allelopathic chemicals on the competing species sensitively depends on the difference in the chemical levels between species. In cases of extreme parameter values, I can further analyze local stability (SI Appendix B, C). When evolutionary adaptation is very fast, I can show that the equilibrium is locally stable if the following inequality holds a12 a21 < 1: ð3Þ The derivation is explained in SI Appendix B. This result implies that very fast adaptation such as phenotypic plasticity leads to stability if the interspecific competition is lower than intraspecific competition. Note that this stability condition corresponds to that in the absence of adaptation (Gause 1934; Chesson 2000; May 2001). I also can lead to the stability condition when adaptation is very slow (see SI Appendix C). Trait and population oscillations In Fig. 1, I showed examples of the dynamic behavior of the system. I observe the dependence of the dynamics on the speed of adaptation. When the speed of evolution is very slow for both species, the amplitude of the population oscillation is large and that of the trait cycles is small (Fig. 1a). Fig. 2 The parameter regions in which the equilibrium is stable or unstable. The two axes e 1 and G e 2 . The white, dark are G gray, and light gray regions indicate the parameter ranges in which the equilibrium is globally stable, locally unstable, and not globally stable, respectively. I assume u*1 ¼ u*2 . a α0 02, b α0 02.5, c α0 03. Other parameter values are r0 01, ρi 02, and θ010 Slow & fast adaptation 0 Trait value Fig. 1 An example of nonequilibrium dynamics in different sets of speed of e 2 ¼ 0:005 e1 ¼ G adaptation. a G e 2 ¼ 0:005. e 1 ¼ 0:5; G .bG e 2 ¼ 0:1. The e 1 ¼ 0:5; G cG solid and dotted lines indicate the dynamics of the species 1 and 2, respectively. The parameter values are r0 01, α0 02.5, ρi 02, and θ015 Theor Ecol (2013) 6:165–171 Population size 168 0 0 50 t im e When the speed of evolution is very slow for one species and very fast in another species, the amplitude of the population oscillation is very large and the trait cycles are relatively large (Fig. 1b). When the speed is very fast for both species, the amplitude of population fluctuation is small but that of the trait cycles is very large (Fig. 1c). I observe that the population cycles tend to show antiphase oscillations without depending on the speed of adaptation and other parameters. Discussion I analyzed the coevolutionary dynamics of a two-species competition system with an allelopathic interaction and examined the conditions under which the coevolution resulted in oscillations or in a stable equilibrium, and how the speed of evolutionary adaptation of the two species controls the population dynamics. I demonstrated that the coevolutionary consequences strongly depend on the speed of adaptation. Population sizes and trait values tend to cycle if the speeds of adaptation of two species are similar and slow or dissimilar and fast. If the speeds of adaptation of two species are similar and very fast, the dynamics tends to approach stable equilibrium. α =2 a 200 t i me α = 2.5 b α =3 c 0 -1 log10 G2 -2 -3 -2 -1 log10 G1 0 -3 -2 -1 log10 G1 0 -3 -2 -1 log10 G1 0 Theor Ecol (2013) 6:165–171 Fig. 3 The parameter regions in which the equilibrium is stable or unstable. The two axes e 1 and G e 2 a ρ1 0ρ2 01.5, are G b ρ1 0ρ2 03, c ρ1 02, ρ2 01.5. Other parameter values are same as in Fig. 2b 169 a ρ1 = ρ 2 = 1.5 ρ1 = ρ 2 = 3 b c ρ1 = 2, ρ 2 = 1.5 0 -1 log10 G2 -2 -3 -2 -1 0 -2 -3 log10 G1 I also found that the nature of population and trait cycles depend critically on the speed of evolutionary adaptation. The magnitude of fluctuation in the population size is very large when adaptation is very slow or very fast in one species, whereas a small amplitude of fluctuation is associated with very fast adaptation. In addition, I also found that the cycles tend to exhibit antiphase oscillations. Unlike the case of resource partitioning, cycles in population sizes and trait values can occur in allelopathic coevolution. The mechanism of cycles is the following. Starting with nearly equal allelopathic trait values in two species, evolution favors higher values of the allelopathic trait in one species, which decreases the population size of the other species. The low population of the second species then favors lower trait values in the first species because of the high cost of trait. Thus, the trait value in the first species evolves to lower values. This in turn favors higher trait values in the second species, causing the cyclic dynamics. In a plant community, species coexistence may be maintained by cyclic dynamics. Lankau and Strauss showed that genetic diversity in the concentration of an allelopathic Fig. 4 Bifurcation diagrams of population and trait dynamics in relation to the ratio of the strength of the trade-off in two species. ρ2 changes with respect to ρ1 01.2. Other parameter values are same as in Fig. 2b 0.6 -1 0.6 Max -2 -1 0 log10 G1 b 0.4 Cycle N1 -3 secondary compound in Brassica nigra is necessary for the coexistence with its competing species (Lankau and Strauss 2007). They suggested that a diverse heterospecific community could be invaded by high-sinigrin genotypes of B. nigra, and B. nigra increases in abundance, displacing heterospecific species. Then selection will begin to favor lower sinigrin concentrations. If sinigrin concentrations decrease low enough, heterospecific species may be able to reinvade the community, starting the cycle over. Several theoretical studies have shown that stable evolutionary cycles can occur in a system with asymmetric competition (Brown and Maynard Smith 1986; Abrams and Matsuda 1994; Law et al. 1997; Kisdi 1999). The intraand interspecific interactions occur through body size in these models, and in some of these models, the main analysis deals primarily with intraspecific competition. Law et al. (1997) contain the most extensive analysis of two-species competition. These authors used the adaptive dynamics framework (Dieckmann and Law 1996) to demonstrate that the coevolutionary cycles occur, although the condition of cycles is relatively narrow and requires the asymmetry of a 0.4 0 log10 G1 N2 Equilibrium 0.2 0.2 Min 0 1.0 0 1.0 c d 0.8 0.8 0.6 0.6 u2 u1 0.4 0.4 0.2 0.2 0 0 0.5 0.75 1.0 ρY / ρ X 1.5 2.0 0.5 0.75 1.0 ρY / ρ X 1.5 2.0 170 Theor Ecol (2013) 6:165–171 θ = 15 a θ = 20 b 0 -1 log10 G2 -2 -3 -1 -2 log10 G1 0 -3 -2 -1 0 log10 G1 Fig. 5 The parameter regions in which the equilibrium is stable or e 1 and G e 2 . a θ015, b θ020, Other unstable. The two axes are G parameter values are same as in Fig. 2b parameters. In the model, the interaction trait does not affect intraspecific competition, and there is no time scales separation between population dynamics and trait dynamics. Differently from their model, I showed that the cycles are likely to occur when the parameter values in the two species are very similar or the same. The exotic plant species introduced by human often successfully invade native communities and some species become much more dominant, displacing native plants (Kennedy et al. 2002; Callaway 2002). This has been explained by classical theory: the escape of invaders from their traditional natural enemies allows them to utilize their full potential for resource competition. Recently, allelopathy has been proposed as an alternative theory for the success of some invasive plants. In my theory, the evolution of level of allelopathy can, at first, rapidly displace native species because a potential high level of allelopathy reduces abundance of the other species with weaker allelopathy. In such a case, however, my theory also suggests that the abundance of native species may recover by evolving a higher level of allelopathy. 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