A Pest Risk Assessment for Copitarsia Species: A Case Study in Support of a Risk Based Resource Allocation Model October 2000 Juli Gould: Phoenix Plant Protection Center, Phoenix, AZ Robert Venette: Raleigh Plant Protection Center, St. Paul, MN Joseph Davidson: State Plant Health Director, Auston, TX Philip Kingsley: Otis Plant Protection Center, Falmouth, MA Risk Assessment of Copitarsia spp. EXECUTIVE SUMMARY This case study focuses on the genus Copitarsia (Lepidoptera [moths]: Noctuidae), which are often detected as larvae on commodities arriving from Mexico, Central America, and South America. The objectives of the short-term project were to 1) conduct a thorough pest risk assessment for Copitarsia; 2) document information requirements to assess pest risk; 3) identify appropriate sources of information; 4) highlight critical data gaps; and 5) synthesize available information in a way that might be useful for a risk-based resource allocation model. The goal of basing resource allocation at ports of entry on risk is an admirable one, and a critical goal in the face of increasing commodity trade without concomitant increases in port staffing levels. However, creating a risk based resource allocation model assumes that APHIS can adequately define the risk that commodities and pathways pose to American agriculture and natural systems. As reported in a recent review of the APHIS-PPQ Safeguarding System, “…a major obstacle to the evolution of the APHIS pest risk analysis process has been, and remains, the lack of reliable data. In the absence of robust data, APHIS relies on a process that analyzes potential pest introductions based largely on highly subjective and uncharacterized expert judgment in the assessment of risk values. Yet, reliable information is critical to understanding and predicting invasion threats, evidencing necessity of phytosanitary measures, and managing resources effectively and efficiently” (National Plant Board 1999). We have attempted to overcome this problem by collecting all available data and clearly documenting the basis for all conclusions. In addition, we have surveyed a number of experts to formally characterize variability and uncertainty in the assignment of risk ratings. Where appropriate, we have made recommendations for future data collection. Highlights The genus Copitarsia Taxonomy within the genus is poor. Consequently, pest reports or biological studies cannot be reliably assigned to any one species. Hence, our assessment focuses on the genus as a whole. Some members of Copitarsia may not be pests. In the literature, only 4 species have been reported as adversely affecting commercial crops. The genus is highly polyphagous. At least 39 crop plants from 19 different plant families have been reported as hosts. Copitarsia has been intercepted on 150 genera of plants at U.S. ports of entry. In its native range, Copitarsia may complete 1-4 generations per year. A female moth may produce as many as 1,600 eggs depending on host quality. Probability of arrival In its native range, a suite of biological control agents attack Copitarsia and may naturally suppress densities of the insect. Cultural practices designed to intensify production may disrupt these biological controls and contribute to pest outbreaks thus increasing the risk of viable larvae being sent to the U.S. Over the past 15 years, Copitarsia has been most commonly detected at Miami, FL, and Laredo and Hidalgo, TX. Few interceptions of Copitarsia were made at Nogales, AZ i USDA-APHIS or San Diego, CA where significant volumes of agricultural imports arrive. The total number of Copitarsia detected at a port could not be explained simply by the number of shipments that arrive at that port from other countries in the Western Hemisphere. Copitarsia were most frequently intercepted on commodities arriving from Colombia or Mexico. Differences in the number of interceptions on commodities from different countries could be explained by the number of shipments imported from those countries into the U.S. Copitarsia were most commonly observed on cole crops (Brassica spp.) and cut flowers, particularly sea lavender (Limonium spp.) and lily of the Incas (Alstroemeria spp). Copitarsia are most likely to arrive in March and April. Common sampling practices at ports of entry (2% of a shipment) are not likely to detect pests with 95% confidence. When shipments are relatively small, the degree of infestation may be relatively high and the shipment still allowed to enter the U.S. Sampling under Agriculture Quarantine Inspection Monitoring guidelines achieves a high level of detecting the pest but generally requires that a greater number of samples are collected. Probability of establishment Climate matching and biological models indicate that the probability of Copitarsia establishment is 90% in California, Oregon, and Washington and is between 50 and 70% in western Idaho. Each model gives a slightly different degree of risk but both models suggest that the probability of establishment is >50% in portions of New Mexico, Texas, Oklahoma, Arkansas, Missouri, Kentucky, Tennessee, Georgia, South Carolina, North Carolina, Virginia, West Virginia, Maryland, Florida, Pennsylvania, New Jersey, Indiana, and Illinois. Potential hosts (both wild and cultivated plants) occur widely throughout the US. Establishment of Copitarsia does not necessarily mean that the insect will outbreak and cause disastrous economic or ecological effects. Conceivably, populations could remain at low densities for years. Ability to spread within the U.S. Dispersal of Copitarsia, either as larvae or adults, is poorly described in the literature. In general, many adult noctuids are capable of utilizing prevailing winds to disperse great distances (>500 mi). Copitarsia are likely to be moved throughout the U.S. if infested commodities are shipped to different parts of the country. Consequences of Establishment Copitarsia damages crops directly by reducing the marketability of fruits and vegetables and indirectly by reducing overall yields. In South America, Copitarsia reduced marketability of certain vegetables by 24% and yields of grains by 80-90%. If Copitarsia populations were to outbreak in the U.S., use of broad-spectrum insecticides seems likely. Non-target impacts seem probable. Biological control programs based on the release of foreign antagonists are likely to be pursued if Copitarsia becomes established in U.S. ii Risk Assessment of Copitarsia spp. Overall Risk Assessment and Uncertainty Analysis We provided experts with a summary of the available literature on Copitarsia and APHIS guidelines for risk assessment. Each panel member was asked to provide ratings (high, medium, or low) for each of APHIS’ risk assessment elements and to indicate their level of confidence (high, medium, or low) in their assessment. Overall, the panel (n=8 at the time of this summary) felt Copitarsia had a high probability of invading the US and a high probability of having adverse effects but confidence in these assessments was moderate to low. The likelihood of Copitarsia introduction evaluated on several risk elements: Risk Confidence Element (% of respondents) (% of respondents) Quantity of commodity imported High (100%) High (100%) annually Likelihood survive post-harvest High (62%) Low (50%) treatment Likelihood survive shipment Medium (50%) Low (88%) Likelihood not detect at port of entry High (75%) High (75%) Likelihood moved to suitable habitat High (62%) High/Low (38% each) Likelihood find suitable host High (75%) Medium (50%) Overall High Low The consequences of Copitarsia introduction evaluated on several risk elements: Risk Confidence Element (% of respondents) (% of respondents) Climate/Host High (62%) Medium (62%) Host Range High (100%) High (62%) Dispersal Potential High (62%) Medium (62%) Economic Impact High (88%) High (62%) Environmental Impact High (100%) Med-Low (38% each) Overall High Medium Future Study Improved taxonomy of the genus is critical to fully assess risks that individual species may pose. Not all of the recognized species of Copitarsia have been reported as pests. Evaluating the influence of climate (particularly temperature and moisture) on dynamics of Copitarsia will improve predictions of outbreaks in its native range, more precisely identify regions of the U.S. that are likely to provide suitable habitat, and more accurately estimate mortality as Copitarsia is shipped to and throughout the U.S. The distribution of Copitarsia has, at best, been described in a piecemeal fashion in the literature. Distribution information is vital to identify potential source regions and to verify that Copitarsia is not yet established in the U.S. Additional assessments of widely different organisms (e.g., pathogens, weeds, and mites) will be important to determine which factors (i.e., risk elements) might be adjusted in a dynamic way to provide origin/commodity/port-specific assessments of risk. iii Risk Assessment of Copitarsia spp. TABLE OF CONTENTS EXECUTIVE SUMMARY ........................................................................................................... I INTRODUCTION ......................................................................................................................... 3 THE GENUS COPITARSIA........................................................................................................ 4 LIFE CYCLE AND TAXONOMY OF THE GENUS COPITARSIA ..............................................................................4 CURRENT RANGE OF COPITARSIA ....................................................................................................................5 PROBABILITY OF COPITARSIA ENTERING THE UNITED STATES ............................. 7 POTENTIAL DENSITIES OF COPITARSIA ON IMPORTED COMMODITIES OR CONVEYANCES ..................................7 FREQUENCY OF ARRIVAL AT BORDER OR OTHER DETECTION SITES ............................................................ 10 QUANTITY OF IMPORTS ON WHICH COPITARSIA COULD OCCUR .................................................................... 16 PROBABILITY THAT COPITARSIA WILL NOT BE DETECTED AT THE PORT OF ENTRY ....................................... 20 LIKELIHOOD OF NATURAL DISPERSAL INTO THE UNITED STATES................................................................. 22 COMMODITY TREATMENTS THAT COULD REDUCE THE RISK OF INVASION................................................... 23 PROBABILITY OF ESTABLISHMENT IN THE UNITED STATES ................................. 24 POTENTIAL RANGE IN USA BASED ON CLIMATIC TOLERANCE ..................................................................... 24 HOST PLANT RANGE ..................................................................................................................................... 30 Crop Plants .............................................................................................................................................. 31 Closely Related Native Species ................................................................................................................ 38 Crop Phenology and Susceptible Stages .................................................................................................. 38 IS COMMODITY PROCESSED IN SOME WAY THAT WOULD REDUCE PEST RISK? ........................................... 39 ABILITY TO SPREAD WITHIN THE UNITED STATES AFTER ESTABLISHMENT .................................................................................................................... 40 NATURAL SPREAD ........................................................................................................................................ 40 MOVEMENT WITH COMMODITIES .................................................................................................................. 40 POTENTIAL FOR DAMAGE IF ESTABLISHED (POTENTIAL ECONOMIC IMPORTANCE) .......................................................................................................................... 41 BIOTIC POTENTIAL ........................................................................................................................................ 41 Number of Generations Per Year ............................................................................................................. 41 Fecundity .................................................................................................................................................. 41 Generation Time....................................................................................................................................... 41 Mortality................................................................................................................................................... 41 Reproduction Method (asexual, sexual) ................................................................................................... 42 Intrinsic Rate of Increase ......................................................................................................................... 42 TYPE AND EXTENT OF DAMAGE .................................................................................................................... 42 EFFECT ON EXPORT MARKETS ...................................................................................................................... 46 EFFECT ON CONTROL COSTS AND ON ONGOING IPM PROGRAMS ................................................................. 47 ENVIRONMENTAL DAMAGE (DIRECT AND INDIRECT) ................................................................................... 47 CAPACITY TO ACT AS A VECTOR FOR OTHER PESTS OR DISEASES ................................................................ 47 RISK ASSESSMENT .................................................................................................................. 48 CONSEQUENCES OF INTRODUCTION .............................................................................................................. 50 Climate/Host ............................................................................................................................................ 50 Host Range ............................................................................................................................................... 50 Dispersal Potential ................................................................................................................................... 51 Economic Impact ...................................................................................................................................... 51 Environmental Impact .............................................................................................................................. 51 LIKELIHOOD OF INTRODUCTION .................................................................................................................... 52 1 USDA-APHIS Quantity of Commodity Imported Annually ............................................................................................. 52 Likelihood Survive Post-harvest Treatment ............................................................................................. 53 Likelihood Survive Shipment ................................................................................................................... 53 Likelihood not Detect at Port of Entry..................................................................................................... 53 Likelihood Moved to Suitable Habitat ..................................................................................................... 53 Likelihood find Suitable Host .................................................................................................................. 54 OVERALL ASSESSMENT OF RISK................................................................................................................... 54 AREAS RECOMMENDED FOR FUTURE STUDY ............................................................. 55 NEEDED TO REFINE COPITARSIA RISK ASSESSMENT AND MANAGEMENT: ...................................................... 55 NEEDED TO REFINE RISK-BASED RESOURCE ALLOCATION: ........................................................................... 55 ACKNOWLEDGMENTS .......................................................................................................... 56 APPENDIX I: PHOTOGRAPHIC AID FOR IDENTIFICATION OF COPITARSIA LARVAE ...................................................................................................................................... 57 SPECIES OFTEN CONFUSED WITH COPITARSIA................................................................................................ 58 TAXONOMIC AND SYSTEMATIC CHALLENGES OF COPITARSIA ...................................................................... 58 ROLE OF SYSTEMATICS IN AGRICULTURE ..................................................................................................... 59 RECOMMENDATIONS .................................................................................................................................... 59 APPENDIX III: REFERENCES CITED TO DETERMINE GEOGRAPHIC DISTRIBUTION OF COPITARSIA.......................................................................................... 61 APPENDIX IV: METHODS USED FOR CLIMEX ANALYSIS ......................................... 63 APPENDIX V: DETAILED RESULTS OF CLIMEX ANALYSIS ..................................... 67 APPENDIX VI: PRODUCTION OF INDIVIDUAL CROPS BY COUNTY WITHIN THE UNITED STATES ............................................................................................................. 72 APPENDIX VII: NATURAL ENEMIES ATTACKING COPITARSIA IN ITS NATIVE RANGE........................................................................................................................ 76 REFERENCES ............................................................................................................................ 80 2 Risk Assessment of Copitarsia spp. INTRODUCTION Noctuid moths in the genus Copitarsia are frequently intercepted on produce and cut flowers at U.S. border ports and are considered actionable pests. If Copitarsia larvae are found in a shipment, the commodity must either be treated or returned to the country of origin. Officers working for the Animal and Plant Health Inspection Service (APHIS), Plant Protection and Quarantine (PPQ) are encouraged to inspect 2% of incoming shipments. Copitarsia larvae are often found at ports in Texas and Florida; they are rarely encountered at other ports in Arizona and California, yet officers in Arizona and California still spend much of their resources looking for this pest. APHIS has recently embarked on a long-term project to develop an expert system that will assist port supervisors in making resource allocations based on the risk of pest invasion and economic and environmental damage. An auxiliary goal of the project is to allocate resources among ports based on risk. A short-term goal to support the overall project was to look at the risk posed by Copitarsia, based on the probability that it will enter the United States, become established, and cause economic damage. Before one can assess risk, one must gather data on which to base the assessment. We accessed many sources of information to assess pest risk. These sources include published literature, Internet databases (PLANTS, Economic Research Service FOCUS, Texas Agriculture Statistics Service), web pages, APHIS databases (PIN-309, PQ-280, AQIM), CD-ROM databases (National Agriculture Statistics Service, CABI Crop Protection Compendium), internal APHIS reports, and APHIS port manuals. We also contacted several experts in the field of Noctuid taxonomy via email. Much of the published literature was in Spanish. Since none of the authors is fluent in Spanish, we took two approaches. One author hired a research associate who was fluent in Spanish to summarize the literature, while another author purchased translation software and had technicians who knew Spanish proofread the documents. We were more confident in the adequacy of some data used to assess risk than others. Traditional APHIS risk assessments describe risk by consensus of a scientific panel. Generally, differences of opinion among panel members or the degree of confidence in the assessment are not described. We strongly feel that any risk based resource allocation model or expert system must not only account for estimations of risk but also for the amount of variability and certainty in those assessments. This is because there will always be gaps in the available data, and risk assessments will, by default, need to be based on incomplete data, at least initially. 3 USDA-APHIS THE GENUS COPITARSIA Life Cycle and Taxonomy of the Genus Copitarsia Copitarsia spp. (Lepidoptera: Noctuidae) are moths within the subfamily Cuculliinae. The genus was established by Hampson in 1906. Copitarsia begin the life-cycle as eggs deposited either singly (C. consueta: Lopez-A. 1996a) or in egg masses (C. turbata: Velasquez-Z. 1988). The larvae have 5-6 instars (Arce de Hamity and Neder de Roman 1993, Lopez-A. 1996a), and reach a length of approximately ¾ to 1 ½ inches. The two final larval instars consume the most and therefore cause the most damage. The larvae tend to be green in color, but Lopez-Avila (1996a) reports green, black, and gray phases that also vary in habitat and crops attacked. Larvae possess dark bars at the base of the two medial setae and white dorsal setae (Riley 1998b) (See Appendix I for some larval keys used by PPQ officers). These setae on the head do not align dorsal ventrally. Larvae also have two dark triangles on posterior abdominal segments, and possess a dark pattern on the head capsule. Larvae also have a flat spinneret and a short spine on the labial palp. Copitarsia pupates in the soil, and the pupae are brown and typical of noctuids. Copitarsia are gray or brown moths that possess crests on the prothorax and metathorax (Hampson 1906) (Fig. 1) and are difficult to distinguish from other noctuids. The forewing is rectangular at the base and rounded distally. Figure 1: Adult noctuids: 27: C. humilis, 28: C. consueta, 29: C. naenoides, 30: C. patagonica, 31: C. purilinea (Hampson 1906). Over time, the genus Copitarsia has included from six to eleven species, depending on which taxonomic authority is consulted (Table 1). Hampson included six species in Copitarsia: C. humilis (Blanchard), C. consueta (Walker), C. turbata (Herrich-Schäffer) (the type species), C. naenoides (Butler), C. patagonica Hampson, and C. purilinea (Mabille) (Table 1). Subsequently, Köhler (1959) described C. basilinea, bringing the total number of species to seven. Poole (1989) found C. consueta to be a taxonomically invalid name and designated a replacement name of C. incommoda. Poole also transferred C. editae (Angulo et al. 1985) from Euxoa, bringing the total number of species in Copitarsia to eight. Castillo and Angulo (1991) redescribed and revised Copitarsia, using both adult and immature stages as sources of characters. In this revision, Castillo and Angulo transferred C. clavata (Köhler) from Cotarsina. The authors also described two new species: C. anguloi Castillo and C. paraturbata Castillo and Angulo. In its history, Copitarsia has been associated with several noctuid genera belonging in two other subfamilies: Euxoa (Noctuinae), Polia (Hadeninae), Noctua (Noctuinae), Mamestra (Hadeninae), Spaelotis (Noctuinae), Agrotis (Noctuinae), Graphiphora (Noctuinae), Orthosia (Hadeninae), and Xestia (Noctuinae) (Table 1). 4 Risk Assessment of Copitarsia spp. Table 1. List of species currently included in Copitarsia, genera to which they were originally assigned, and their synonyms (* = reported as pest species). Species Author date C. anguloi Castillo Angulo 1991 C. basilinea Köhler 1959 C. clavata (Köhler) 1951 C. editae Angulo & Jana-Saenz 1982 * C. humilis (Blanchard) 1852 * C. incommoda (Walker) 1865 Original genus Copitarsia Copitarsia Cotarsina Euxoa Polia Agrotis * C. naenoides (Butler) 1882 C. paraturbata Castillo & Angulo 1991 C. patagonica Hampson 1906 C. purilinea (Mabille) 1885 * C. turbata (Herrich-Schäffer) 1885 Anomogyna Copitarsia Copitarsia Orthosia Polia Synonym Author date Agrotis consueta Walker 1857 Agrotis peruviana Walker 1865 Lycophotia margaritella Dogin 1916 Mamestra docolora Guenée 1852 Mamestra inducta Walker 1856 Spaelotis subsignata Walker 1857 Agrotis hostilis Walker 1857 Graphiphora sobria Walker 1857 Proper identification and knowledge of the systematics of Copitarsia is key to its control. Of the eleven species currently classified as Copitarsia, only four species (C. incommoda, C. humilis, C. naenoides, C. turbata) are reported to be pests in the literature (with C. incommoda called C. consueta). Because Copitarsia has not been examined in a modern phylogenetic framework, it is possible that these names represent geographic variants of one or two species. Also, larval associations with adults have not been made for members of Copitarsia. As a result, benign species may be mistaken for pest species, and may result in the rejection of a commodity for importation, which is a waste of time and money. Additionally, members of Copitarsia may be currently included in other genera, perhaps in other subfamilies (i.e. Agrotis). A modern systematic treatment of Copitarsia is needed to improve pest identification and risk management (Appendix II). Current Range of Copitarsia Species in the genus Copitarsia can be found along the western edge of South and Central America from the southern tip of Argentina north through central Mexico (Fig. 2: Appendix III). There are no records in the literature of Copitarsia existing in Brazil, Paraguay, Uruguay, Suriname, French Guiana, Guyana, Belize, Nicaragua, Panama, El Salvador, or Honduras. However, the PIN-309 interception database shows Copitarsia arriving at the U.S. border on commodities from Belize, Brazil, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, and Panama. It is not known if the commodities were harvested in those countries or simply shipped from packing facilities there. Copitarsia has also been recovered in commodity shipments from several Caribbean islands: the Dominican Republic, Haiti, Jamaica, St. Lucia, and Trinidad and Tobago. A lack of records in the literature from these countries does not necessarily mean that Copitarsia is 5 USDA-APHIS not present. Some possible explanations are 1) Copitarsia simply may not reach high densities or damage crops and is therefore ignored, 2) scientific expertise in those countries may be a lacking, 3) scientists may not publish results in readily accessible journals, or 4) the climate is marginal for Copitarsia. In much of its range, Copitarsia species are thought to be kept in check by natural enemies (Artigas and Angulo 1973a; Cortes 1976; Hichins-O. and Mendoza-M. 1976; Cortes-P. et al. 1972; Vimos-N. et al. 1998; Apablaza and Stevenson 1995). Figure 2 presents the minimum range of Copitarsia, with the actual range almost certainly including the countries between Mexico and South America and possibly islands in the Caribbean as well. Figure 2: Current distribution of Copitarsia as described in the literature. 6 Risk Assessment of Copitarsia spp. PROBABILITY OF COPITARSIA ENTERING THE UNITED STATES In its native range, a species may be associated with a number of commodities or conveyances. When those commodities or conveyances are associated with international trade, they become pathways by which the species may arrive in the US. In this section, we attempt to identify primary pathways, both natural and trade-related, by which Copitarsia could arrive in this country. Potential densities of Copitarsia on imported commodities or conveyances All biological invasions begin with a species in its native range. In general, the number of individuals that are likely to survive shipment to a foreign country depends on the number of individuals that were originally sent. Currently, the number of Copitarsia that are shipped to the U.S. is not known. The relative number of Copitarsia sent from different Western Hemisphere countries might be inferred from literature reports of the frequency and severity of Copitarsia outbreaks. We consider an outbreak to have occurred when significant economic losses due to Copitarsia are reported. A search of the published literature uncovered 21 references that discuss the economic status and frequency of outbreaks of Copitarsia in its native range (Table 2). Copitarsia was reported to cause high economic damage in Argentina, Bolivia, Columbia, Peru, and Mexico (from where we might anticipate greater densities of insects sent to the U.S.), and little damage in Ecuador and Peru (from where we might expect lower Copitarsia densities). In Chile, nearly an equal number of reports indicated high or low damage from the pest. In six of the cases where damage was described as high, the authors attributed high pest densities to the activities of man. The use of insecticides that released Copitarsia from control by natural enemies and other cultivation practices (monocultures, removing weeds, and planting at low density) were thought to favor the development of pest populations (Table 2). For example, in Chile, Copitarsia was not considered a pest of artichokes harvested early for local consumption, but it was a problem in exported artichokes that were harvested later in the year when Copitarsia populations had a chance to build (Table 2). Although populations of Copitarsia can reach high densities, outbreaks of Copitarsia are often considered infrequent (Table 2). Weather, particularly temperature and rainfall, seems to affect the survival of over-wintering pupae, with favorable conditions leading to high densities of adults during the spring, and thus to outbreaks (refer to Table 2). Research to more clearly define conditions that promote outbreaks of Copitarsia would be useful to anticipate densities of insects that might be sent to the U.S. That information, combined with weather data from South and Central America, would be useful to generate real-time predictions of Copitarsia outbreaks. PPQ officers could be more vigilant at border ports for commodities coming from countries where an outbreak of Copitarsia is likely to be occurring. 7 Table 2: Economic status and frequency of outbreaks of Copitarsia in its native range. Suspected Cause of Outbreak Bolivia potato C. consueta Listed as the most troublesome tuber pest. High Bolivia quinoa C. turbata Can cause up to 80-90% loss if not controlled - conclude that changes in agricultural practices have led to pest outbreaks. High Chile alfalfa C. turbata Did not cause detectable damage - diverse entomophagous insects contributing to control. Low Chile alfalfa C. consueta Up to 5 million noctuids/ha - noctuids kept below economic + humilis threshold by parasites when no insecticide applied - when apply insecticides must apply 12-15 times/year. High Chile alfalfa C. humilis Low Infrequent (Hichins-O. and Mendoza-M. 1976) Chile alfalfa C. consueta Low density during the year with the lowest density in the spring. Low Infrequent (Hichins-O. and Rabinovich 1974) Chile artichoke C. consueta Copitarsia damaged up to 24% of marketable small heads only a problem for export because of rejection at the US ports - damage not severe during harvest season for local consumption. Chile onion Chile quinoa 8 Country Crop Argentina lettuce Copitarsia spp. C. turbata Irregular or occasional occurrence - always in a low density of population possibly regulated by natural enemies. Damage Low/High High Damage Frequent/ Infrequent Copitarsia Species Pest Status C. turbata Can cause severe damage. Infrequent High (Liberman-Cruz 1986) (Apablaza and Stevenson 1995) Agricultural Practices High Only occasional outbreaks. Irregular but sometimes severe damage. Agricultural Practices References (Arce de Hamity and Neder de Roman 1993) (Munro 1954) Agricultural Practices (Cortes 1976) and (Cortes-P. et al. 1972) (Machuca-L et al. 1989) Infrequent (Quiroz-E. 1977) Infrequent (Lamborot et al. 1999) Country Crop Copitarsia Species Pest Status Damage Low/High Damage Frequent/ Infrequent Suspected Cause of Outbreak Frequent Agricultural Practices Chile rapeseed C. consueta Frequently explosive increases in populations take place. 90100 larvae per plant – lack of insecticides allows populations of parasites and disease to be maintained. High Chile various C. naeniodes Listed as a prevalent detrimental insect. High Chile various C. turbata Columbia garlic and onion Columbia potato Columbia potato 9 potato Weather Weather (Lopez-A. 1996a) High Weather (Zenner de Polenia 1990) Copitarsia spp. C. turbata Except for rare cases are not of importance. In most cases controlled with natural enemies. Percent damaged plants approximately 45%. Low Infrequent (Larrain 1998) High cabbage Copitarsia spp. cabbage Copitarsia spp. Peru Infrequent C. consueta Severe attacks occur in dry periods when potato plants are young. C. consueta Can cause economic damage, but mainly after severe dry seasons and only during the first month after germination. Mexico potato (Duran-M 1972) Low melloco C. turbata Peru (Artigas and Angulo 1973a) C. consueta Found at low incidence. Ecuador Mexico Outbreaks happen infrequently, but related to environmental conditions such as rainy winters free of frosts - leads to high survival of overwintering pupae. References (Lopez-A. 1996b) Infrequent (Vimos-N. et al. 1998) (Carrillo-S. 1971) High Cultivation practices (monoculture, weed free areas, low planting densities, application of insecticides) favor the development of pest populations. High Losses from Copitarsia are relatively low and considered a secondary pest. Density was variable. Low Agricultural Practices (Monge-V. et al. 1984) Infrequent (Arestegui-P. 1976) Infrequent (Leyva-O. and Sanchez-V. 1993) USDA-APHIS Frequency of Arrival at Border or Other Detection Sites Pest interception records provide an indication of the frequency of arrival of certain pests. These frequencies may be useful to assess the relative risks of Copitarsia arriving at a particular port on certain host plants from a given country. An analysis of Copitarsia interception records was conducted to answer the following questions: 1) which ports most frequently report interceptions of Copitarsia? 2) Which countries are most commonly reported as the origin of Copitarsia infested goods/commodities? 3) Which pathways (i.e., baggage, mail, cargo, stores, quarters, or holds) are cited most often when reports of Copitarsia interceptions are made? 4) On which goods/commodities are interceptions of Copitarsia most frequently noted? and 5) Are reported interceptions of Copitarsia more common during a particular month or season? The analysis was based on information available in the Port Interception Network (PIN)309 database. The database was originally queried for all taxa of Copitarsia detected between January 1985 and April 2000. Four taxa were identified: Copitarsia sp., C. consueta, C. incommoda, and C. turbata. Separate summary reports were generated for each taxon. Five informational fields were included in summary reports: port, interception date (reported as month and year), host, method of conveyance (i.e., mail, cargo, etc.), and country of origin. The total number of interceptions with identical information in all fields was also provided. The four summary tables were combined into one master table for numerical and statistical analysis. Simple data summaries were performed in Excel, and statistical analysis was conducted in SAS. Because interception reports are not based on random sampling nor are sampling procedures identical from port to port, traditional parametric statistics (e.g., t-tests and ANOVA) are not appropriate. Consequently, monthly dynamics of pest interception records were analyzed using non-parametric statistics (from PROC NPAR1WAY) based on rank transformed data. Means were used for ties during the ranking procedure (based on total interceptions per month at each of the 15 most commonly reporting ports). Ranked monthly interceptions were analyzed using non-parametric ANOVA with means separation by the Ryan-Einot-Welsh multiple range test. In an attempt to validate observed trends, we obtained additional pest interception records from Agriculture Quarantine Inspection and Monitoring (AQIM) samples. We focused on inspections of air and border cargo arriving from 1 November 1996 to 30 November 1999. Southern border ports participating in AQIM sampling of cargo included Nogales and San Luis (AZ), Calexico (CA), Brownsville, El Paso, Hidalgo, Laredo, and Pharr (TX). Ports participating in AQIM sampling of air cargo included Los Angeles (CA), Miami, Tampa (FL), Atlanta (GA), Honolulu (HI), Chicago (IL), Boston (MA), Detroit (MI), Elizabeth (NJ), JFK-New York, Jamaica (NY), Mayaguez, Ponce, San Juan (PR), Houston, Dallas (TX), Seattle (WA), St. Croix, and St. Thomas (VI). Not all ports were represented in all years. From 1985 to April 2000, 7434 interceptions of Copitarsia were reported from 38 ports. Only 3 records were found where specimens were identified to the species level. Without adjusting for the volume or type of imported good/commodity, reported interceptions were most common from Miami (Table 3). Reports from Miami were 7 times greater than the 10 Risk Assessment of Copitarsia spp. second most commonly reporting port, Laredo, TX. Interceptions of Copitarsia from ports along the U.S./Mexico border were greatest from Laredo and Hidalgo, TX. Notably, Nogales, AZ and San Diego, CA, which receive a significant volume of agricultural commodities from Mexico, reported few interceptions of Copitarsia (Table 3). Among all interception records, Copitarsia were most commonly reported on permit cargo (92.8%), baggage (3.2%), general cargo (2.7 %), and stores (1.1%). Mail, quarters, holds, and miscellaneous collectively accounted for less than 1% of all interceptions. Port specific information is provided in Table 3. Copitarsia infested goods/commodities originated from at least 22 countries (Table 4). Nearly twice as many reports were based on commodities from Colombia as compared to Mexico. Colombia, Mexico, Ecuador, Guatemala, Chile, and Costa Rica accounted for more than 95% of all interception records (Table 4). Approximately 150 genera of plants were indicated in reports of Copitarsia interceptions. Genera accounting for the top 90% of interceptions are reported in Table 5. The majority (~60%) of reported interceptions were from ornamentals and cut flowers. 11 Table 3: Reported interceptions of Copitarsia spp. at various ports and pathways in which specimens were intercepted. 12 Port Miami FL Laredo TX Hidalgo TX San Juan PR Dallas TX Chile 2J Brownsville TX Houston TX JFK Airport NY Des Plaines IL Los Angeles CA Fort Lauderdale FL New Orleans LA Chicago IL El Paso TX San Antonio TX Atlanta GA Tampa FL Roma TX Elizabeth NJ Pharr TX Jacksonville FL Port Arthur TX Progresso TX Nogales AZ Savannah GA Eagle Pass TX Copitarsia Interceptions 4617 656 589 252 247 191 172 171 118 62 46 45 43 38 34 34 19 18 14 13 9 8 8 5 4 4 3 Baggage 2.0 18.4 4.6 5.4 9.0 1.5 16.9 9.2 10.5 11.1 15.2 44.8 3.2 16.7 10.0 30.8 20.0 25.0 33.3 Mail 0.2 - General Cargo 1.9 2.0 1.7 0.6 9.4 5.9 56.0 89.5 6.7 2.9 3.2 22.2 15.4 - % Observed in: Permit Cargo Misc. 95.4 0.1 79.5 93.1 0.6 93.4 90.3 98.5 78.7 1.1 71.1 44.0 82.2 91.2 26.2 81.8 55.2 90.3 61.1 92.3 90.0 53.8 100.0 14.3 80.0 50.0 25.0 25.0 66.7 - Stores 0.6 0.7 13.8 5.9 73.8 3.2 7.7 87.5 85.7 75.0 - Quarters 0.2 3.0 12.5 - Holds 0.2 - Table 3 Continued: 13 Port San Diego CA Seattle WA Argentina Baton Rouge LA Brooklyn NY Corpus Christi TX Del Rio TX Galveston TX Philadelphia PA St. Louis MO St. Paul MN Total Copitarsia Interceptions 3 2 1 1 1 1 1 1 1 1 1 7434 Baggage 100.0 5.8 Mail 0.1 General Cargo 50.0 100.0 5.0 % Observed in: Permit Cargo Misc. 100.0 50.0 100.0 100.0 100.0 85.2 0.2 Stores 100.0 100.0 100.0 100.0 2.1 Quarters 0.1 Holds 0.1 USDA-APHIS Table 4. Country of origin on reported interceptions of Copitarsia spp. Commodity Origin Colombia Mexico Ecuador Guatemala Chile Costa Rica Peru Venezuela Dominican Republic Unknown Honduras Jamaica Netherlands Bolivia Panama Interceptions 4052 54.51% 2164 29.11% 524 7.05% 240 3.23% 195 2.62% 91 1.22% 74 1.00% 27 0.36% 10 0.13% 9 0.12% 8 0.11% 5 0.07% 5 0.07% 4 0.05% 4 0.05% Commodity Origin El Salvador Venezuela (?) Argentina Brazil Columbia (?) Mexico (?) Belize Dominican Republic (?) Guatemala (?) Haiti Japan Nicaragua St. Lucia Trinidad and Tobago Interceptions 3 0.04% 3 0.04% 2 0.03% 2 0.03% 2 0.03% 2 0.03% 1 0.01% 1 0.01% 1 0.01% 1 0.01% 1 0.01% 1 0.01% 1 0.01% 1 0.01% Table 5: “Host” plants indicated in interception reports of Copitarsia spp. Host Limonium Alstroemeria Brassica Dianthus Coriandrum Chrysanthemum Pisum Asparagus Gladiolus Chenopodium Gypsophila Aster Lactuca Unidentified Plant Physalis Rosa Rosmarinus Capsicum Rubus Helianthus Common Name Number Intercepted Sea Lavender Lily of the Incas Cole Crops Pinks/Carnation Coriander/ Cilantro Chrysanthemum Pea Asparagus Gladiola Quinoa Baby’s breath Aster Lettuce 1998 1822 638 432 332 223 171 166 143 136 117 113 92 80 78 57 47 46 40 39 Husk tomato Rose Rosemary Pepper Blackberry Sunflower 14 Percentage Interceptions 26.88% 24.51% 8.58% 5.81% 4.47% 3.00% 2.30% 2.23% 1.92% 1.83% 1.57% 1.52% 1.24% 1.08% 1.05% 0.77% 0.63% 0.62% 0.54% 0.52% Risk Assessment of Copitarsia spp. Reported interceptions of Copitarsia show a strong seasonal pattern (Fig. 3). The majority of insects are detected early in the year, with a peak occurring in March (P=0.0001), which is in the fall in South America. Numbers are relatively low from July through September (the South American winter), but tend to increase (though not significantly) in October. The proportion of insects arriving from each country remained relatively constant throughout the year. In June, July, and August of all years in the database, Copitarsia were most frequently reported from Miami (751 interceptions), Laredo (110), and Hidalgo (97). For the months of June, July, and August in Laredo, the majority of insects were observed in June (46 interceptions) on Coriandrum sativum (22 interceptions). Over the same time period in Hidalgo, the majority of insects were observed in July (also 46 interceptions) on Brassica spp. (21 interceptions). 1100 A Average Ranking Average Monthly Ranking of Copitarsia Interceptions 10 Interception Number AB 8 BC 900 BC BC 1000 800 BCD CD 6 700 CD D 4 D D D 600 500 2 400 0 300 1 2 3 4 5 6 7 8 9 Total # of Copitarsia Interceptions Figure 3: Monthly Dynamics of Copitarsia Interceptions. Months 1-12 refer to JanuaryDecember respectively. Bars with different letters are significantly different (P<0.05). 10 11 12 Month Relatively few Copitarsia were intercepted during AQIM sampling. For the time period we examined, 16 interceptions of Copitarsia were reported from 2,574 inspections of border cargo of interest to USDA-APHIS-PPQ. The insect was intercepted on broccoli (7 records), Chinese cabbage (5), coriander (2) and lettuce (1). Cargo with Copitarsia originated from Mexico, specifically Guanajuato (11 records), Tamaulipas (3), Districto Federal (1), and Puebla (1). Infested shipments were originally destined for New York (8 records), Texas (7), and North Carolina (1). Eight interceptions occurred in Laredo: four in Hidalgo and two from both Pharr and Brownsville. This pattern is generally consistent with the trend observed from PIN-309 data. Copitarsia was intercepted on 0.8% of all shipments of interest to PPQ (ranging from 2.56% at Laredo to 0% at most ports), but no statistical differences in the percentage of interceptions could be detected between ports. Only 1 interception of Copitarsia was reported from 1,681 inspections of regulated air cargo. The insect was intercepted on a shipment of Gladiolus sp. from Mexico destined 15 USDA-APHIS for Illinois. The small number of Copitarsia interceptions from AQIM samples complicates the confirmation of trends. Based on information from the PIN-309 database, cut flowers, ornamentals, and cole crops (broccoli, cabbage, cauliflower) from Central and South America appear to be the most significant pathways for the arrival of Copitarsia. Quantity of Imports on Which Copitarsia Could Occur The likelihood of arrival will be affected by trends in international trade. We speculate that the probability of Copitarsia’s arrival into the U.S. will increase as agricultural imports increase and diversify from countries with the pest. To examine recent patterns of trade, we examined USDA-APHIS’ Plant Quarantine database (PQ-280). The database was queried for all records of the importation of 19 Copitarsia host plants from 22 countries. The query included records from October 1993 to December 1999. Straightforward comparison of trade records and Copitarsia interception reports was not possible because the records came from different time periods. However, we assumed that trade patterns from 1993-1999 were reflective of trade patterns from 1985 to 2000. To relate trade and interception records, we ranked each country based on the total number of shipments of Copitarsia hosts sent to the U.S. Each country was also ranked separately for the number of Copitarsia interceptions. The two sets of ranks were then analyzed through non-parametric regression. The number of interceptions of Copitarsia from a particular country was related to the total number of shipments of host plants imported from that country (R2=0.56, P<0.01). The majority of edible host plants (i.e., fruits, vegetables, and herbs) were imported from Mexico in terms of weight (metric tons) and total number of shipments received (Table 6). Ornamentals and cut flowers arrived primarily from Colombia (2 billion stems in ~130,000 shipments) and Mexico (706 million stems in ~76,000 shipments). Imports from these two countries accounted for 85% of the total number of stems imported from Western Hemisphere countries. The greatest number of shipments of Copitarsia host plants (edible and ornamental combined) came from Mexico, Colombia, the Netherlands, and Ecuador. The vast majority of Copitarsia interceptions were reported on commodities from Columbia, Mexico, and Ecuador, as might be expected given the large volume of trade in commodities harboring Copitarsia. The number of interceptions of Copitarsia from a country does not accurately reflect the level of risk that country might pose. For example, certain commodities from Argentina may harbor Copitarsia, but since we currently do not import those commodities from Argentina, our interceptions from that country are very low. If we were to import more of these commodities from Argentina, we would expect to intercept more Copitarsia. 16 Risk Assessment of Copitarsia spp. Table 6: Origin of Copitarsia host plants imported into the US from Western Hemisphere countries. Origin Argentina Belize Bolivia Brazil Chile Colombia Costa Rica Dominican Republic Ecuador El Salvador Guatemala Guyana Haiti Honduras Jamaica Japan Mexico Netherlands Nicaragua Panama Paraguay Peru St. Lucia Trinidad and Tobago Unknown Uruguay Venezuela Grand Total Fruits, Vegetables & Herbs1 Ornamentals & Cut Flowers2 Metric Tons 2,912 1,665 8 851 21,365 8,699 8,231 16,187 4,486 2 17,702 55 83 1,153 4,895 22 2,459,484 97,273 24 88 <1 66,322 2,511 2,280 Shipments 454 399 4 398 6,468 2,576 2,318 10,172 1,567 3 8,151 386 102 93 7,566 23 417,438 47,485 5 16 1 11,304 604 4,415 Stems (x1000) <1 <1 2,645 970 523 2,069,661 62,153 50,230 247,950 1,036 81,201 <1 <1 <1 445 40 706,265 21,730 4 15,171 Shipments 6 5 1,240 18 327 127,691 6,414 2,981 46,283 31 8,789 1 25 1 31 29 76,107 20,364 1 272 <1 49 2,716,345 1 12 521,961 8,226 <1 46 36 <1 35 3,268,366 1,589 1 45 4 1 61 292,317 Total Shipments 460 404 1,244 416 6,795 130,267 8,732 13,153 47,850 34 16,940 387 127 94 7,597 52 493,545 67,849 6 288 1 12,893 605 4,460 4 2 73 814,278 1 Includes plants within the genus Brassica, Capsicum, Chenopodium, Coriandrum, Lactuca, Physalis, Pisum, Rosmarinus, and Rubus. 2 Includes plants within the genus Alstroemeria, Aster, Chrysanthemum, Dianthus, Gladiolus, Gypsophila, Helianthus, Limonium, and Rosa. Differences in the number of shipments of various commodities imported to the U.S. did not account for differences in the number of Copitarsia intercepted on these commodities (R2=0.04, P>0.1). The volume of the import (metric tons or stems) also did not explain variation in the number of interceptions (Table 7). Capsicum spp. (i.e., peppers) were most frequently shipped to the U.S. but were ranked 17 out of 19 in terms of the number of Copitarsia intercepted. Copitarsia was intercepted most commonly on Limonium spp., but this commodity was ranked 7 (of 19) based on the total number of shipments received. Host plant is an important predictor of risk. Host plants differ in quality as a host for Copitarsia, pretreatment options to control the pest, mode of transportation (e.g., air vs. maritime cargo), and methods by which they are sampled. Future research will be needed to explain why Copitarsia tends to be reported more frequently from certain commodities, 17 USDA-APHIS but for the moment, we feel confident that differences are not due simply to the number of shipments received. Table 7: Quantity of selected Copitarsia hosts imported into the US from Western Hemisphere countries. Fruits, Vegetables & Herbs Ornamentals & Cut Flowers Host Metric Tons Shipments Host Stems (x1000) Shipments Asparagus 269,872 42,014 Alstroemeria 146,382 23,448 Brassica 315,901 50,035 Aster 17,510 19,033 Capsicum 1,696,803 306,820 Chrysanthemum 499,567 38,640 Chenopodium 55 63 Dianthus 1,155,029 56,777 Coriandrum 105,712 34,997 Gladiolus 62,338 12,069 Lactuca 87,600 22,162 Gypsophila 192,894 26,045 Physalis 222,803 47,901 Helianthus 11,058 5,884 Pisum 364 189 Limonium 226,158 37,883 Rosmarinus 697 5,152 Rosa 957,430 72,538 Rubus 16,538 12,628 Grand Total 2,716,345 521,961 Grand Total 3,268,366 292,317 Differences in the number of shipments arriving at different U.S. ports also did not account for differences in the number of Copitarsia intercepted at each port (Table 8). Copitarsia host plants from Western Hemisphere countries most commonly arrived at Miami (192,000 shipments), San Diego (144,000), and Nogales (130,000). No Copitarsia were intercepted from San Diego, and only 4 specimens were reported from Nogales. As a result, we conclude that different ports are likely to have different levels of risk of receiving Copitarsia that is independent of the number of shipments that are imported. Among countries in the Western Hemisphere, the volume of certain host plants (e.g., Limonium and Alstroemeria) imported at each port that is probably the most important predictor of risk. 18 Table 8: Total shipments of Copitarsia host plants arriving at U.S. ports from Western Hemisphere countries. 19 Port Anchorage Atlanta Baltimore Bangor Blaine Boston Brooklyn Brownsville Buffalo Calexico Charleston Charlotte Chicago Columbus Columbus-NM Dallas Dayton Del Rio Denver Shipments 2,620 8,288 586 3 240 4,469 3 5,813 38 35,426 23 1 86 94 10,185 12,719 29 1 397 Port Detroit Douglas Dulles Eagle Pass El Paso Elizabeth Erlanger Fort Lauderdale Galveston Hidalgo Honolulu Houston Jacksonville JFK Laredo LAX Long Beach Los Angeles Mayguez Shipments 123 186 11,292 676 36,806 3,157 850 262 1 11,908 38 12,275 5 26,466 15,690 24,299 196 3,572 5 Port Memphis Miami Minneapolis Nashville New Orleans Nogales Oakland O'Hare Orlando Pharr Philadelphia Phoenix Pittsburgh Ponce Port Hueneme Presidio Progresso Raleigh Rio Grande City Shipments 2,931 192,801 1,563 701 323 130,214 13 2,628 1,676 28,061 1,479 119 6 1 11 469 77 32 3,250 Port Roma Rouses Point San Antonio San Diego San Francisco San Jose San Juan San Luis Santa Fe Santa Rosa Seattle St. Croix St. Thomas Tampa Tucson Vermont West Palm Beach Wilmington Grand Total Shipments 8,821 44 1,145 144,274 5,890 263 21,869 32,302 1,868 302 1,261 278 53 457 145 1 160 13 814,329 USDA-APHIS Collectively, these analyses reveal that the risk of Copitarsia arriving at an individual port cannot be assessed simply on the basis of the total volume or the total number of shipments of host plants that a port receives. Pretreatment of commodities and Copitarsia’s preference for certain hosts are likely to influence the risk of Copitarsia arriving at a particular port. Current information sources do not reliably indicate the pest’s association with a particular commodity. Association inferred from interception records could be the result of different sampling strategies applied to each commodity at the port of entry. Clearly, identifying the actual pest load on particular commodities is another important area of research. Probability that Copitarsia will not be Detected at the Port of Entry Two issues affect the ability of a PPQ officer to detect a pest at a border port. The first issue is whether or not the pest organism is easy or difficult to detect during routine inspections. Copitarsia larvae are external feeders, approximately ¾ to 1½ inch in length when mature. They are generally found individually on fresh vegetables, flowers, and herbs. The larvae are relatively easy to detect by the quantities of frass found on the host. Adults are generally not encountered during the inspection of agricultural cargo. At this time, no traps or lures are available specifically for detecting this pest. Copitarsia larvae encountered at Ports of Entry on the Mexican border can be confused with larvae of the noctuids, Spodoptera and Peridroma. Identifiers have assembled keys and photographs (Appendix I) that are used as training aids for inspectors, who feel confident in their ability to distinguish genera when properly trained. In summary, PPQ officers do not consider it difficult to locate or identify Copitarsia larvae in boxes of produce that they inspect. The second issue is whether or not a sufficient number of boxes per shipment are being inspected to detect Copitarsia. Currently, cargo that enters the U.S. may be inspected following two sampling strategies. The first is recommended under Agricultural Quarantine Inspection Monitoring (AQIM) and is often referred to as hypergeometric random sampling. The term ‘hypergeometric’ refers to a special statistical distribution that describes the probability of detecting 1, 2, or more larvae (considered successes) after inspecting a certain number of boxes, when the total number of larvae in the shipment is known (or is assumed) and the total shipment size is relatively small. The sampling strategy recommended under AQIM is designed to detect pests (assuming a 10% infestation level) with 95% confidence. Less than 1% of all shipments entering the US are currently inspected following AQIM guidelines. Alternatively, cargo may be inspected following a 2% rule-of-thumb (i.e., 2% of the shipment is inspected for the presence of pests). The percentage may increase or decrease depending on the size of the shipment, the perceived level of risk, and on the total number of shipments that an officer must inspect. In general, as inspection demands increase, the sample size decreases. Ideally, the 2% sample should be drawn at random from a shipment, but tailgate inspections (i.e., inspection of boxes that are accessible at the end of a truck) remain common. We conducted an analysis to determine the probability of releasing cargo for entry into the U.S. when AQIM guidelines or the 2% rule was followed. We assume that all shipments are 10% infested. Because the number of samples collected under the 2% rule is small relative to the shipment size, we apply binomial statistics to this scenario. From binomial statistics, it can be shown that the probability of observing 1 or more larvae is P[X1]=1(1-p)N. In this analysis, the proportion of infested cargo, p = 0.10 (i.e. 10% infestation). 20 Risk Assessment of Copitarsia spp. We conducted a further analysis to look at the infestation rate needed to detect 1 larva with 95% confidence. If the probability of detection, P[X1], is set at 95% (=0.95) and the number of samples, N, is known (e.g., 2% of the shipment), we can rearrange the equation to solve for p. In this case, p is the level of infestation that would be necessary in order to detect a pest with 95% confidence when 2% of the shipment is sampled. Samples collected following AQIM guidelines maintain a 95% probability of detecting pests at an infestation level of 10%, regardless of the size of the shipment (Table 9). Under these guidelines, the proportion of the shipment that is inspected is greater when the shipment is small. The total number of samples to be collected quickly approaches 30 as the shipment size becomes greater. When a constant 2% of the shipment is sampled, pests in small shipments are not likely to be detected. The goal of detecting pests with 95% confidence is only achieved when the shipment size is large (i.e., 1,500 boxes) and 30 boxes are inspected (Table 9). As the shipment size (and the number of boxes inspected) declines, the level of infestation must be very high to be 95% certain that pests will be detected. For example, in a shipment of 100 boxes where 2 boxes are inspected, there is a 5% chance that a port officer will select 2 “clean” boxes simply by chance even when 78% of the boxes are infested. As the infestation level declines, the chances of selecting an infested boxes also declines (data not shown). When the 2% rule is followed in shipments smaller than 500 boxes, PPQ officers are not likely to detect Copitarsia with 95% confidence unless >25% of the commodity is infested (Table 9). Because AQIM sampling is not widely used, the overall likelihood that Copitarsia has entered the U.S. in commodity shipments is quite high. 21 USDA-APHIS Table 9: Sampling requirements and corresponding probability of detecting Copitarsia when inspecting shipment s following AQIM protocols or the 2% rule. Boxes on Truck 10 50 100 200 300 400 500 1000 1500 1 AQIM Probability of Boxes to detecting Inspect infested cargo1 10 100% 22 95.4% 25 95.2% 27 95.3 28 95.5% 28 95.3% 28 95.2% 29 95.5% 29 95.4% Boxes to Inspect 1 1 2 4 6 8 10 20 30 2% Rule Probability of Infestation needed to detecting detect 1 larva with infested cargo1 95% confidence 10.0% 95% 10.0% 95% 19.0% 78% 34.4% 53% 46.9% 39% 57.0% 31% 65.1% 26% 87.8% 14% 95.8% 10% Assumes 10% of the shipment is infested with larvae when it arrives at a port. These analyses assume that boxes were loaded and samples were selected at random. Intentional placement of infested boxes in less accessible areas of the shipment will lower the probability of detecting infested shipments. Likelihood of Natural Dispersal into the United States We could find few references about the method or distance of dispersal of any of the Copitarsia species. Small larvae of C. consueta are reported to produce silk threads and are thought to be carried great distances by the wind (Artigas and Angulo 1973b). These “great distances” were not reported. Larvae of the common armyworm, Mythimna convecta, also disperse on silk threads; about 30% of these larvae were transported 2m after 7 days of light to medium breezes (McDonald 1991). Although a small proportion of Copitarsia larvae could be transported greater distances under the right environmental conditions, larval dispersal is unlikely to allow populations to spread far or rapidly. Some noctuid species migrate as adults over immense distances. Examples include Spodoptera frugiperda (over 900 miles in 30 hours; Johnson et al. 1987), Spodoptera exempta (up to 56 miles in one night and 91 miles total; Rose et al. 1985), Heliothis virescens (as much as 70 miles in 4-5 days; Hendricks et al. 1973), Helicoverpa zea (as far as 409 miles; Westbrook et al. 1997), and Agrotis ipsilon (up to 785 miles; Showers et al. 1989). Many of these species actively move high above the ground to encounter strong winds that aid dispersal (Riley et al. 1983), and moving warm and cold weather fronts and strong winds associated with hurricane periods can aid adult dispersal (Sparks 1979). Our current understanding of the distribution of Copitarsia in Mexico is that it occurs south of Ciudad Victoria, Mexico. Ciudad Victoria, Mexico is 179 miles from McAllen, TX. If Copitarsia exhibit migratory flights and winds flow northward from southern Mexico to south Texas, the probability of natural dispersal of Copitarsia into Texas is high. If the conditions necessary for long distance dispersal are not met, then the probability of Copitarsia naturally entering the United States is low. Determining the dispersal capabilities of Copitarsia is an important area for future research. 22 Risk Assessment of Copitarsia spp. Copitarsia may also be capable of dispersing from countries other than Mexico. Although there is no literature confirmation of establishment of Copitarsia in the Caribbean, APHIS has intercepted Copitarsia in shipments of produce from the Dominican Republic, Jamaica, Haiti, St. Lucia, and Trinidad and Tobago. In fact, more Copitarsia were found in shipments from the Dominican Republic and Jamaica than from Argentina, where Copitarsia is known to occur. Montego Bay, Jamaica is 511 miles from Homestead, FL. Cuba is only 114 miles from Jamaica, and 200 miles from Florida. Two other noctuid species, Heliothis virescens and Heliothis zea, have been documented to island hop in the Caribbean, having moved from St. Croix to Vieques (65 miles) and St. Thomas (45 miles). Copitarsia species may be established in the Caribbean, and depending on their propensity for long-distance migration, they could invade Florida naturally. Commodity Treatments that Could Reduce the Risk of Invasion The risk of Copitarsia entering the U.S. could be reduced if commodities were treated prior to entry. Other commodities, such as papaya and mango, are treated for the Mediterranean fruit fly before they are allowed into the United States. The APHIS commodity treatment manual lists treatments for commodities found to have Copitarsia. For asparagus, banana, blackberry, cole crops, melons, plantain, and raspberries the recommended treatment is methyl bromide. Methyl bromide will only be available for a few more years because of federal regulations. The only other recommended treatment was the use of a malathion-carbaryl chemical dip for chrysanthemums. Consequently, few post-harvest treatments, if any, will be available to reduce the number and risk of Copitarsia arriving in the U.S.. 23 USDA-APHIS PROBABILITY OF ESTABLISHMENT IN THE UNITED STATES Establishment of an exotic species occurs when immigrants begin to reproduce in their new environment (Venette and Carey 1998). Several factors contribute to the successful establishment of species, including the appropriateness of the climate, the availability of sustenance, the number of individuals in a founding population, and the activity of antagonists (e.g., generalist predators, pathogens, parasitoids, or competitors). The relative importance of these factors has been the subject of debate among population and community ecologists for decades (e.g., Pimm 1991, Davis et al. 1998). Both biotic and abiotic forces have a significant impact on population dynamics. Potential Range in USA based on Climatic Tolerance For ectothermic organisms, climate is a fundamental determinant of invasion success. In particular, temperature and moisture conditions influence population dynamics of a species in two basic ways. First, climate affects the rate at which individuals reach reproductive maturity and populations begin to grow. In general, developmental and growth rates increase as temperatures rise above some lower threshold (commonly ~10°C). Consequently, development is often described in terms of “degree days.” If too few degree days are acquired, ectothermic organisms will fail to mature and reproduce. Second, more extreme environmental conditions which are not suitable for population growth (e.g., too wet, dry, cold or hot) may eliminate a population. To establish, a newly invading species must be able to withstand these stressful conditions. Native organisms have evolved numerous physiological and behavioral mechanisms to persist during adverse climatological conditions. Some of these adaptations (e.g., diapause) may also allow an invading species to survive in a new habitat, assuming the habitat also provides the necessary cues to trigger an appropriate survival response. However, the degree of survivorship during these adverse conditions will depend on the preparedness of the invading population and the severity (both in terms of length and degree) of the adverse condition. The climatological software Climex (CSIRO, Australia; Sutherst and Maywald 1985) has been used to identify geographic areas where population growth and persistence of an invading species is likely (e.g., Worner 1988, Sutherst et al. 1989, Allen et al. 1993, Sutherst et al. 1996, Venette and Hutchison 1999). Climex contains a database with longterm climatological records for ~2,500 cities worldwide. The database includes monthlyaverage maximum air temperature, minimum air temperature, precipitation, and relative humidity (measured in the morning and afternoon). The information within the database can be used in two basic ways to determine which areas of the world are likely to provide suitable habitat: climate matching or population modeling (Venette and Hutchison 1999). The objective of this section of the pest risk assessment was to identify areas within North and South America that are likely to support the establishment of Copitarsia, to quantify the probability of establishment in these areas, and to determine which climatic parameters are most predictive of current and future establishment. This same set of analyses can be used to determine the potential range of Copitarsia within the U.S. We focus on the genus as a whole rather than dealing with individual species because the taxonomy within the genus Copitarsia is poor. The sparse information on the geographic distribution or 24 Risk Assessment of Copitarsia spp. ecology of Copitarsia that could be gathered from the literature could not be assigned reliably to any one species. Two independent approaches using Climex, following methods described in Venette and Hutchison (1999), were used to identify regions with climatically suitable habitat for Copitarsia. The first approach was based on matching the climate of locations where Copitarsia is known to occur to the remainder of North and South America. We presume that areas with a greater degree of climatic similarity to a Copitarsia-infested site are more likely to support establishment of the insect than areas which are less similar. The second approach was based on modeling the effect of climate on population dynamics of Copitarsia. The potential impacts of climate were inferred from the known geographic distribution of the species. Methodological details and statistical analyses for each method are described in Appendix IV. Detailed results are presented in Appendix V. Within the United States, California and Oregon were most climatically similar to Copitarsia-infested sites in South America (Fig. 4). However, the degree of similarity depended on which climatic parameters were examined. For example, the entire west coast was 70% similar to a Copitarsia-infested site based on minimum air temperatures (Fig. 4, A). In terms of total precipitation, nearly the entire US was 90% similar to a Copitarsia-infested site (Fig. 4, B). Overall climatic similarity based on temperature and moisture combined was 70% in coastal California and Oregon (Fig. 4, C). 25 USDA-APHIS Figure 4: Maximum climatic similarity between any 1 of 12 “target” locations with established populations of Copitarsia spp. and the Western Hemisphere based on: A) minimum temperatures; B) precipitation; and C) the Match Index, a measure of overall climatic similarity. Diamonds indicate “target” locations. Interpretation of climatic similarity measurements can be complicated. Specifically, how similar does climate need to be before establishment of Copitarsia should be considered likely? To answer this question, regions must be identified where establishment can be judged unlikely. Based on the known distribution of Copitarsia in South America, we speculate that the insect cannot withstand extended periods of freezing temperatures (i.e., 2 months at 0°C). When we compare locations that satisfy this criterion with locations in South America that have Copitarsia, we find that that locations with Copitarsia were significantly different from our “Copitarsia-free” areas in terms of temperature but not in terms of precipitation (Table 18 in Appendix V). Logistic regression indicated that similarity measures based on minimum temperature and total precipitation best predicted the probability of Copitarsia establishment. Based on measures of climatic similarity, the probability of Copitarsia establishment in the U.S. was 90% in California, Oregon, and Washington (Fig. 5). Pockets existed in Idaho, Nevada, New Mexico, Texas, Oklahoma, Arkansas, Missouri, Indiana, Illinois, Kentucky, Tennessee, Georgia, South Carolina, North Carolina, Virginia, West Virginia, Maryland, Pennsylvania, New Jersey, and Florida where the probability of establishment was 50%. We recognize that climate matching may not accurately represent the true risk of Copitarsia establishment in certain parts of the U.S. The climate of South America can vary considerably over short distances due to changes in elevation (Gasith and Resh 1999). Our approach for selecting “target” cities for climate comparisons was very conservative. From the list of cities for which we had climatic information, we selected only those locations that were well within the known distribution of the genus. 26 Risk Assessment of Copitarsia spp. Figure 5: Probability of Copitarsia establishment in the Western Hemisphere based on logistic regression analysis of climate similarity indices. Modeling the impact of climate on the population dynamics of Copitarsia provides an independent assessment of the likelihood of establishment in the U.S. Models suggest that Copitarsia could accrue 4,500 - 9,100 degree days (base 4°C) between ~40°S latitude and ~35°N latitude and 2,250 - 4,500 degree days in much of the remainder of the U.S. (Fig. 6, A). [From data presented in Arce de Hamity and Neder de Roman (1992), and Larrain-S. (1996) we estimate that Copitarsia requires 834 - 1,320 degree days to complete a generation.] Cold stress was greatest in Canada and the northern U.S. (Fig. 6, B). Values for an Ecoclimatic Index, an integral measure of a species’ growth potential and ability to withstand environmental stresses, were 10% in Washington, Oregon, California, and most states east of the Rocky Mountains (Fig. 6, C). Interpretation of output from Climex’s biological models can also be complex. Logistic regression suggested that an index of cold stress, alone, provided the best indication of the probability of establishment. 27 USDA-APHIS Figure 6: Indices of potential Copitarsia growth and stress in the Western Hemisphere based on biological parameters inferred from the geographic distribution of the genus within Chile. A) Degree days; B) Cold stress; and C) Ecoclimatic index, an integral measure of an organism’s ability to persist and grow under average climatic conditions. In the US, biological models within Climex suggest that the probability of Copitarsia establishment is 90% in much of the southeastern US, California, Oregon, and Washington (Fig. 7). The probability of establishment is 50% in 36 states. Establishment is unlikely in Alaska, Montana, Wyoming, Utah, Colorado, Nebraska, South Dakota, North Dakota, Minnesota, Iowa, Wisconsin, Vermont, New Hampshire, and Maine. 28 Risk Assessment of Copitarsia spp. Figure 7: Probability of Copitarsia establishment in the Western Hemisphere based on logistic regression analysis of Climex indices of stress and population growth. Which of the approaches gives the right answer? In the absence of additional data, it is impossible to say which model is more correct. Quantitative studies on the effects of climate on Copitarsia population dynamics are scarce (but see Arce de Hamity and Neder de Roman 1993, Larrain-S. 1996). Understandably, most published reports examine temperature or moisture conditions where Copitarsia currently exists, not where it might exist in the future. As a result, we relied on parameter estimates generated through iterative “geographic fitting” (Sutherst and Maywald 1985) to provide the best estimate of the impact of climate on Copitarsia population dynamics. These estimates should be considered working hypotheses that remain to be formally tested through controlled experiments. In particular, the impact of cold stress and wet soil on Copitarsia mortality appear to be critical knowledge gaps. 29 USDA-APHIS Both climate matching and biological models indicate that concern over Copitarsia is warranted. Both approaches predict 90% probability of establishment in California, Oregon, and Washington. Both analyses also suggest that the probability of establishment is between 50 and 70% in western Idaho and is <10% in the Upper Midwest. In other regions, the two approaches produce slightly different probability estimates. Consistently in this study, climate matching leads to a slightly lesser estimate and biological modeling leads to a greater estimate of the probability of establishment. Nevertheless, both models agree that establishment is likely (i.e., the probability is >50%) in the Southwest (specifically, New Mexico), the southern Plains states (Texas and Oklahoma), the Southeast (Arkansas, Missouri, Kentucky, Tennessee, Georgia, South Carolina, North Carolina, Virginia, West Virginia, Maryland, and Florida), parts of the mid-Atlantic states (Pennsylvania and New Jersey), and the Great Lakes region (Indiana and Illinois). Our analyses make several important assumptions. First, we assume that adequate host plants are available. This assumption seems valid as Copitarsia has a broad host range and can feed on members of at least 19 plant families. Second, we assume that climate is the only factor that constrains the distribution of the species. Interactions with antagonists may further limit the probability of establishment (Davis et al. 1998), but interactions may be innumerable and may not always lead to a predictable outcome. Additionally, we did not attempt to account for the effect of current cultural practices on the probability of establishment. Applications of insecticides, production of transgenic insecticidal crops, selection of resistant varieties, and alteration of planting dates designed to control resident lepidopteran pests in the U.S. may reduce Copitarsia’s chances of becoming established. Finally, this analysis assumes that arrival of Copitarsia into any part of the U.S. is equally likely. Results from our analyses should be interpreted with caution. In this assessment, we have focused on establishment, which we define as the maintenance of a population though local reproduction without reliance on continual immigration (Venette and Carey 1998). The probability of establishment is evaluated independently of the probability of arrival into different regions into the U.S. We consider arrival a fundamentally different aspect of the invasion process. Furthermore, establishment of Copitarsia does not imply that outbreaks will occur or that host plants will be significantly damaged. Conceivably, populations could become established but remain at low levels, perhaps even below the level of detection, for years (Carey 1991). Alternatively, our analyses may significantly underestimate the area that could be affected by Copitarsia. Other noctuids in the U.S. can be major pests in areas where they cannot overwinter because of their capacity for long distance dispersal. For example, Helicoverpa zea regularly disperses into the northern half of the country from the South. Although H. zea cannot overwinter in northern states, the insect is still responsible for significant economic losses in these areas. Similarly Copitarsia may be capable of migrating from areas where it is permanently established to adversely affect other areas of the country. Host Plant Range For a phytophagous organism to establish in a foreign country, it must be able to find and utilize appropriate host plants. It is likely that both crop and non-crop native plants could serve as host plants for Copitarsia in the United States. 30 Risk Assessment of Copitarsia spp. Crop Plants Moths in the genus Copitarsia are considered polyphagous, and indeed there are records of them feeding on many host plants. We gathered host plant records from a variety of sources. The first was the taxonomic literature, including Artigas and Angulo (1973a) and Castillo and Angulo (1991), where host plant information was provided for different species of Copitarsia. Several other manuscripts present anecdotal evidence of host plant associations. Finally, there are references of Copitarsia found at U.S. border crossings on several hosts that are not mentioned in the literature. Because of the difficult taxonomy of this genus (see Appendix II) we will present host plant information for the genus Copitarsia and not for individual species. Thirty-nine crop plants are listed as hosts for Copitarsia in the published literature, and Copitarsia have been found on more than nine additional crops at U.S. ports of entry (Table 10). These crop plants represent 19 different families. Most of the crops listed as hosts of Copitarsia are grown in the United States. We analyzed data from the USDANational Agricultural Statistics Service (USDA-NASS 1998) and the Texas Agricultural Statistics Service (Texas Agricultural Statistics Service 1999) to determine the extent of production of host crop plants in the U.S. Figure 8 shows that plants that support Copitarsia larvae are grown in almost every county in the continental United States. The distribution of crop production for individual crops is provided in Appendix VI. The predicted distribution of Copitarsia in the U.S. is closely matches the distribution of certain host crops, especially artichoke, asparagus, beets, blackberry, broccoli, brussel sprouts, cabbage, cauliflower, garlic, lettuce, onion, pea, raspberry, spinach. Both CLIMEX models predict a low probability of Copitarsia establishment in the central United States, where the majority of crops grown are corn, wheat, sunflower, and flax. Although these plants have been reported as hosts, there is no strong evidence that these plants are favored by Copitarsia in South America. We therefore removed these common crops from the analysis to examine regional trends in the production of specialty crops (Fig. 9). CA, OR, WA, south FL, NC, and KY have the highest acreage of Copitarsia crop plants (red and yellow) and are states where CLIMEX predicts the environment is most suitable for establishment of Copitarsia. This overlap may not be a coincidence. It is likely that the environments in both South and North America that are conducive for production of the types of plants on which Copitarsia feeds are favorable for the development of Copitarsia populations on both continents. With the exception of wheat and corn, Texas and Florida do not extensively produce crops that are potential hosts for Copitarsia. The fact that the pest is intercepted most often in TX and FL, where the incidence of favored host plant crops is lowest, might explain why Copitarsia has not yet established in the U.S. 31 Table 10: Plants that are hosts for Copitarsia species larvae. English Common Name Alfalfa Spanish Common Name Alfalfa Apple Artichoke Manzana Alcachofa Malus sp. Cynara scolymus Rosaceae Asteraceae Chile Chile Asparagus Espárragos Asparagus officinalis Aster spp. Gypsophila spp. Beta vulgaris Liliaceae Chile Asteraceae Caryophyllaceae Aster1 Baby’s-breath1 References Scientific Name Medicago saliva Countries Family Fabaceae 32 Beet Remolacha, betabel Bell pepper1 Pimiento verde Habas Capsicum sp. Solanaceae Vicia faba Fabaceae Broccoli Broccoli Brassicaceae Cabbage Repollo Carnation Clavel Carrot Zanahoria Brassica oleraceae Brassica oleracea Dianthus caryophyllus Daucus carota subsp. Siuivus Broad or Lima beans Chenopodiaceae Brassicaceae Chile, Mexico, Peru PIN-309 PIN-309 Chile, Mexico, Argentina Mexico (Castillo and Angulo 1991; Larrain-S. 1996; Rojas et al. 1993; Arce de Hamity and Neder de Roman 1992; Angulo and Weigert 1975b; Neder de Roman and Arce de Hamity 1991) PIN-309 and (Riley 1998a) Chile, Peru, Argentina Mexico (Lamborot et al. 1995; Gomez-T. 1972), (Arce de Hamity and Neder de Roman 1992; Neder de Roman and Arce de Hamity 1991) Chile, Mexico (Carrillo-S. 1971; Monge-V. et al. 1984; Aruta-M et al. 1974; Larrain-S. 1996; Rojas et al. 1993; Castrejon-G. et al. 1998; Grez 1992) (Castillo and Angulo 1991) Caryophyllaceae Apiaceae (Castillo and Angulo 1991; Cortes 1976; Porter 1980; Hichins-O. and Rabinovich 1974; Hichins-O. and Mendoza-M. 1976; Arce de Hamity and Neder de Roman 1993; Larrain-S. 1996; Apablaza and Stevenson 1995; Rojas et al. 1993; Arce de Hamity and Neder de Roman 1992; Angulo and Weigert 1975b) (Larrain-S. 1996) (Castillo and Angulo 1991; Machuca et al. 1990; Machuca et al. 1989b; Machuca-L. et al. 1988; Larrain-S. 1996; Machuca et al. 1989a; Larrain-S. 1984; Larrain-S. and Araya-C. 1994) (Castillo and Angulo 1991; Larrain-S. 1996) Argentina (Rojas et al. 1993; Castrejon-G. et al. 1998) (Arce de Hamity and Neder de Roman 1992; Neder de Roman and Arce de Hamity 1991) English Common Name 33 Cauliflower Spanish Common Name Coliflor Chard Acelga Chick pea Garbanzo Clover Trébol Coriander1 Cilantro Corn Eggplant Maíz Berenjena Field smartweed Flax or linen Malezas Garlic Ajo Gladiolus1 Grape Galdiolo Uva, vid Lino Groundcherry1 Husk tomato1 Jojoba Jojoba Kiwi Kiwi Lettuce Lechuga References Scientific Name Brassica oleracea botrytis Beta vulgaris ssp. cicla Cicer arietinum Trifolium pratense Coriandrum sativum Zea mays Solanum melongena Polygonum segetum Linum usitatissimum Allium sativum Gladiolus spp. Vitis spp., Vitis vinifera Physalis spp. Physalis pubescens Simmondsia californica Actinidia chinensis Lactuca spp. Countries Family Brassicaceae Chenopodiaceae Fabaceae Mexico (Castrejon-G. et al. 1998; Rojas et al. 1993) Mexico, Chile Chile (Rojas et al. 1993; Lamborot et al. 1995) Fabaceae (Larrain-S. 1996) (Castillo and Angulo 1991) Apiaceae Mexico Poaceae Solanaceae Chile Chile Polygonaceae Colombia (Castillo and Angulo 1991; Zenner de Polenia 1990) Linaceae (Castillo and Angulo 1991; Angulo and Weigert 1975b; Wille-T. 1943) Iridaceae Iridaceae Chile, Peru Colombia, Chile Mexico Chile Solanaceae Solanaceae Mexico Buxaceae Chile (Castillo and Angulo 1991; Quiroga et al. 1989; Larrain-S. 1996) Actinidiaceae Chile (Larrain-S. 1996) Asteraceae Argentina, Mexico Liliaceae (Riley 1998a) (Castillo and Angulo 1991; Larrain-S. 1996; Olivares and Angulo 1995) (Lamborot et al. 1995) (Lopez-A. 1996b; Larrain-S. 1996) PIN-309 and (Riley 1998a) (Castillo and Angulo 1991; Larrain-S. 1996) PIN-309 (Riley 1998a) (Arce de Hamity and Neder de Roman 1992; Neder de Roman and Arce de Hamity 1991) English Common Name Spanish Common Name Lily of the Incas1 Marigold Maravilla Onion Cebolla Peas Potato Arverjas, chicaro Pistacho or pistacio Papa Quinoa or quinua Rapeseed Quinoa or quinua Raps Raspberry Rose1 Rosemary Frambuesa Ryegrass Ballica Pistacio References Scientific Name Alstroemeria spp. Calendula spp. Allium cepa Countries Family Liliaceae Asteraceae Chile Liliaceae Chile, Mexico, Colombia Chile, Mexico Chile (Castillo and Angulo 1991; Lamborot et al. 1995; Larrain-S. 1996; LopezA. 1996a; Quiroz-E. 1977; Castrejon-G. et al. 1998) Mexico, Colombia, Bolivia, Chile, Argentina, Peru Chile, Bolivia Chile (Castillo and Angulo 1991; Loo-P and Aguilera 1983; Arestegui-P. 1976; Sanchez-V. and Maita-Franco 1987; Leyva-O. and Sanchez-V. 1993; Larrain-S. 1996; Lopez-A. 1996a; Rojas et al. 1993; Arce de Hamity and Neder de Roman 1992; Munro 1968; Angulo and Weigert 1975b; Olivares and Angulo 1995; Zenner de Polenia 1990) Pisum spp. Fabaceae Pistacia spp. Anacardiaceae Solanum tuberosum Solanaceae Chenopodium quinoa Brassica napus Rubus idaeus Rosa spp. Rosmarinus officinalis Lolium multiflorium Limonium spp. Spinacia oleracea Fragaria chiloensis Chenopodiaceae 34 Romerito Sea lavender1 Spinach Espinaca Strawberry Frutilla PIN-309 Brassicaceae Rosaceae Rosaceae Lamiaceae Chile Mexico Lamiaceae Chile Plumbaginaceae (Larrain-S. 1996) (Lamborot et al. 1995; Rojas et al. 1993) (Larrain-S. 1996) (Castillo and Angulo 1991; Lamborot et al. 1999; Liberman-Cruz 1986; Angulo and Weigert 1975b) (Artigas and Angulo 1973a; Castillo and Angulo 1991; Larrain-S. 1996) (Larrain-S. 1996; Castillo and Angulo 1991) PIN-309 (Rojas et al. 1993) (Angulo and Weigert 1975b; Castillo and Angulo 1991) PIN-309 Chenopodiaceae Mexico (Rojas et al. 1993; Castillo and Angulo 1991) Rosaceae Chile (Larrain-S. 1996; Castillo and Angulo 1991) English Common Name Sunflowers Spanish Common Name Girasol Tobacco Tobacco Tomato Tomate Ulluco Melloco, olluco, ulluma, chuguas Trigo Wheat 1 References Scientific Name Helianthus annuus Nicotiana tabacum Lycopersicon esculentum Ullucus tuberosus Triticum aestivum Countries Family Asteraceae Solanaceae (Angulo and Weigert 1975b) Solanaceae Chile, Peru Chile Basellaceae Ecuador Poaceae Chile (Larrain-S. 1996; Angulo and Weigert 1975b; Castillo and Angulo 1991) (Lamborot et al. 1995; Larrain-S. 1996) (Vimos-N. et al. 1998) (Larrain-S. 1996) 35 Host plants listed in Riley 1998 or the APHIS PIN-309 database of interceptions at United States border ports have not been reported in the published literature unless otherwise noted. The common names of plants reported in the PIN-309 database were found in the Plants Database at http://plants.usda.gov published by the Natural Resources Conservation Service. Figure 8: Acreage of crops that could support populations of Copitarsia species. 36 Figure 9: Acreage of crops (excluding corn, flax, sunflower, and wheat) that could support populations of Copitarsia species. 37 USDA-APHIS Closely Related Native Species Copitarsia probably feeds on a wide variety of native non-crop plants in Central and South America, however we found no specific references to these plants except for Polygonum segetum (Castillo and Angulo 1991; Zenner de Polenia 1990). Instead, Copitarsia is reported to feed on “weeds”. We conducted a search of the PLANTS database (USDA 1999) and searched for plants native to the United States that are in the same genera as crop plants fed upon by Copitarsia. We found 698 plant species in 19 genera (Table 11). The PLANTS database also gave the states where the plants were found, and all states in the continental United States were represented. In summary, native plants closely related to plants known to be consumed by Copitarsia are present in all of the lower 48 states, providing possible sites for establishment of Copitarsia. Table 11: Species of plants native to the United States that are in the same genera as crop plants fed upon by Copitarsia. Genus Allium Chenopodium Daucus Dianthus Fragaria Helianthus Lactuca Linum Lolium Malus Nicotiana Physalis Polygonum Rubus Simmondsia Solanum Trifolium Vicia Vitis Total Number of Species Native to the U.S. 87 30 1 1 5 62 9 30 1 9 6 25 51 211 1 56 73 12 28 698 Common Name onion goosefoot/ lambs quarter carrot Pink/carnation strawberry sunflower lettuce flax ryegrass apple tobacco ground cherry knotweed blackberry goatnut Nightshade/potato clover vetch grape Crop Phenology and Susceptible Stages Because insects in the genus Copitarsia have the potential to feed on such a wide variety of crop and native plant species, in many parts of the country, plants that could support populations of Copitarsia would be present throughout the year. In the more northerly parts of the country, no host plants would be available during the winter (in addition to freezing temperatures) making the establishment of Copitarsia highly unlikely. 38 Risk Assessment of Copitarsia spp. Is Commodity Processed in Some Way that Would Reduce Pest Risk? The fate of commodities once they reach the United States can have a profound impact on the probability of pest establishment, especially for a solitary, sexually reproducing insect that enters the United States in the immature stage. A Copitarsia larva must complete larval development, locate a suitable pupation site, emerge as an adult and find a mate, locate a suitable host plant, and that host plant must be viable for the duration of the larval stage of the progeny. We could not find any published information about the fate of produce potentially harboring Copitarsia larvae in the United States. Some produce goes immediately to processing plants where it is quick-frozen or pickled (Joe Davidson, personal communication). Freezing or pickling is lethal to Copitarsia larvae. However, before produce is processed, infested material is often removed and placed in large piles of culls. These cull piles may serve to concentrate larvae and increase the risk of establishment. Produce for fresh consumption would probably go to warehouses, to supermarkets (subject to culling at both locations), and then to homes where it would be consumed or discarded. In addition, many of the commodities on which Copitarsia arrives in the United States are cut flowers, which we suspect are kept chilled and go to warehouses, then retail stores, then homes. The above scenarios are only conjectures by the authors. We do not have good information on the fate of commodities once they arrive in the United States, but the probability of an organism establishing a viable population very much depends on its ability to survive the conditions of shipment and processing and to find a mate and suitable habitat. For that matter, although Copitarsia larvae arrive alive at the border, we do not know how viable they are after enduring the rigors of shipment. We propose that studies need to be done to record the conditions of temperature and humidity during shipment, and to determine the effects of these conditions on the survival and reproduction of Copitarsia. In addition, it would be interesting to conduct a study on the fate of produce potentially infested with Copitarsia once it enters the United States. 39 USDA-APHIS ABILITY TO SPREAD WITHIN THE UNITED STATES AFTER ESTABLISHMENT Natural Spread As mentioned above, we know little about the ability or propensity of Copitarsia to disperse, apart from one reference citing ballooning by first instar larvae by C. consueta (Artigas and Angulo 1973b). However, the ability of Copitarsia to disperse or migrate has implications pertaining to its ability to become a serious pest in the U.S. Some species of noctuids undergo long-distance migration within the U.S. Spodoptera frugiperda cannot survive the cold winters of the northern U.S. because it does not enter diapause. However, it is still a serious pest in the northern states because it is multivoltine, highly fecund, and it has the ability to migrate over large distances from southern Texas and Florida (Johnson et al. 1987). Whether Copitarsia has dispersal tendencies like S. frugiperda or tends to be more like Helicoverpa armigera, which does not exhibit mass ascents to higher altitudes or long-distance migration (Riley et al. 1992) is unknown. We would recommend further study of this important issue. Movement with Commodities Self-directed dispersal is not the only means by which Copitarsia could be moved throughout the United States. Produce that could support populations of Copitarsia are moved throughout the United States and could serve as a pathway that could speed up spread of these species once established. We know that Copitarsia move into the U.S. on infested commodities. This mode of transportation could be important to the dispersal of the pest within the U.S. as well. 40 Risk Assessment of Copitarsia spp. POTENTIAL FOR DAMAGE IF ESTABLISHED (POTENTIAL ECONOMIC IMPORTANCE) Biotic Potential The invasion of an exotic organism does not necessarily mean that it will ever cause economic damage. Populations can establish, but if biotic and abiotic factors do not promote high population growth, it is unlikely that economic damage will occur. This section describes the factors affecting the population growth of Copitarsia in the U.S. Number of Generations Per Year The few references we could find that describe the number of generations per year suggest that Copitarsia is multivoltine throughout much of its range. Copitarsia turbata is described as having 1-3 generations per year on quinoa in Bolivia (Liberman-Cruz 1986). Copitarsia consueta has three generations per year on lettuce in Argentina (Arce de Hamity and Neder de Roman 1992) and four generations on rapeseed in Chile (Artigas and Angulo 1973a). Copitarsia humilis, on the other hand, seems to have only one generation per year in alfalfa in Chile (Hichins-O. and Mendoza-M. 1976). The multivoltine trait of the more common Copitarsia species not only increases the likelihood of these species experiencing high population growth on a local level, but could also increase the rate of spread throughout the U.S. Fecundity Copitarsia consueta females are reported to lay 1,638 eggs per female on artificial diet (Rojas and Cibrian-Tovar 1994). Copitarsia turbata also has a high fecundity, with females laying 1038 eggs on artificial diet (Larrain-S. 1996), 572 eggs per female on lettuce (Arce de Hamity and Neder de Roman 1992), and 1,579 eggs per female on onion (Velasquez-Z. 1988). Although only 572 eggs were laid on lettuce, the females contained an average of 1552 ovarioles, suggesting that lettuce is not an ideal host plant. Generation Time The number of days required to complete development depends on many factors including temperature, humidity, and host plant. Copitarsia turbata completed development in 60.7 days on onion at 20.4ºC (Velasquez-Z. 1988), yet it took 82.5 days on artificial diet at the same temperature. Copitarsia turbata completed development in 42.9 days on lettuce at 24.5ºC (Arce de Hamity and Neder de Roman 1992). In the field C. consueta completed development in 62 days on potato (Lopez-Avilla 1996a). Mortality Mortality affecting populations of Copitarsia in the United States can have a large effect on the growth of populations and thus on damage, but we can predict this factor the least precisely of all. A large number of natural enemies attack Copitarsia in its native range (Appendix VII), and these antagonists are often considered to keep the populations in check. Some of these natural enemies are present in the United States (Lamborot et al. 1995; Machuca et al. 1989b), but it is probable that the United States does not have the suite of natural enemies responsible for population suppression in the native range of Copitarsia. Conversely, there are generalist natural enemies present in the United States that could easily cause mortality to Copitarsia populations. 41 USDA-APHIS Reproduction Method (asexual, sexual) The risk of establishment of an asexually reproducing species is higher than that of a sexually reproducing species because, in theory, a single asexually reproducing individual can establish a viable population. Copitarsia reproduce sexually. As a result, a Copitarsia larva that enters the United States must locate a suitable mate for reproduction. This reduces the probability of establishment. Intrinsic Rate of Increase The intrinsic rate of increase of an insect is defined as the maximal population growth possible for the species under given abiotic and biotic conditions (Southwood 1978). The intrinsic rate of increase is a function of the net reproductive rate (the positive or negative change in population numbers from one generation to the next) and the generation time (the mean age of females at the birth of female offspring). The intrinsic rate of increase will be higher when the number of eggs laid is high, mortality is low, and the generation time is short. All of these factors are typically dependent on abiotic conditions (temperature, humidity, etc.) as well as biotic conditions such as the host plant on which the insect is feeding and the presence or absence of natural enemies. Copitarsia is no exception. It was not possible, given the paucity of information about the biology of Copitarsia in the literature, combined with the large number of host plants, the large range of potential climatic conditions, and the confused taxonomy of Copitarsia, to precisely predict the intrinsic rate of increase for Copitarsia in the U.S. Although we cannot precisely predict the intrinsic rate of increase of Copitarsia populations in the United States, knowing their fecundity lets us calculate the level of mortality necessary to prevent population growth. Populations of Copitarsia will remain stable or decline if the net reproductive rate is less than or equal to 1. In other words, each female could have one daughter that survives to reproduce. If each female lays 1500 eggs, 750 of them will be female (assuming that Copitarsia has a 50:50 sex ratio). Only one of those females can survive to reproduce, meaning that 749 females will have to die before reaching the age of reproduction for the net reproductive rate to equal 1. That translates to a mortality rate of 99.87% for each generation. If survival is greater than 0.13% per generation, the population of Copitarsia will increase. Type and Extent of Damage Copitarsia larvae cause both direct and indirect damage that affects both the quality and yield of various crops (Table 12). In some crops, such as rapeseed, up to 60% defoliation does not affect yield. In other crops, such as artichoke and cabbage, however, a single larva can either destroy the plant or make it unmarketable. Other crops, including asparagus, jojoba, lettuce, potato, quinoa, and tomato also suffer direct damage to the part of the plant sold as a commodity. Except for one reference about damage to quinoa (80-90%) and another to artichoke (24%) we did not discover references to the extent of crop damage caused by Copitarsia (Table 12). Given the variability in pest density from year to year due to changes in biotic and abiotic factors, one would expect high variability in the damage that could be caused by Copitarsia. However, given the high reproductive capacity of Copitarsia, the fact that it is 42 Risk Assessment of Copitarsia spp. polyphagous, it has several generations per year, and it can directly damage marketable commodities, the potential for inflicting damage is high. The consequences of invasions by a pest may be indicative of consequences in other countries. Some pests, such as Bemisia spp. and giant salvinia, have repeatedly become established outside of their native ranges, with potentially disastrous results. For these pests, environmental conditions are frequently satisfactory for establishment and the results of these establishments provide information on the potential economic consequences of introduction of these pests. Outside of South America, there are no references of Copitarsia establishing viable populations. There is a brief reference to two fully grown larvae (both males) found in carnations in London (Lowe 1981), but there is no reference of populations becoming established in Great Britain. If one assumes that commodities containing Copitarsia are sent to other countries and that it has not become established to our knowledge, one has to wonder about the ability of Copitarsia to become established outside of its native range. Arce de Hamity and Neder de Roman (1993) report that Copitarsia turbata was found for the first time in Jujuy, Argentina in 1983 and that it caused serious damage in horticultural crops in that location. Whether the outbreak was the result of release from natural enemies as Copitarsia expanded its range, a disruption of natural enemies by insecticides, introduction to new host plants, or a more favorable climatic conditions that led to the outbreak is unknown. It is indicative, however, that Copitarsia has the ability to cause considerable damage when introduced to a new area. 43 Table 12: Damage caused by Copitarsia to various crop plants. Crop Alfalfa Artichoke Artichoke Artichoke Species Copitarsia Damage Type Comments Direct Young larvae eat the parenchyma of the leaves, while older larvae eat the entire buds and leaves. C. consueta Direct Up to 24% of marketable heads with damage by Copitarsia. C. turbata Direct Attacks inflorescence, reduces commercialization. C. consueta Direct Up to 54% of the artichoke heads damaged by noctuid larvae during the harvest season. Newly formed flower buds also partially or totally destroyed by C. consueta. Asparagus C. turbata Cabbage Copitarsia Direct Direct Feeds on turiones (?). damage is quite severe - larvae penetrate the head and feed on interior leaves - can lead to decay that kills the plant - feeding on unformed heads leads to lateral buds that do not produce commercial cabbages. 44 Cabbage Jojoba Lettuce Copitarsia Direct C. consueta Direct C. turbata Direct Melloco Onion C. turbata C. turbata Indirect Indirect Onion Copitarsia Indirect Potato C. consueta Direct Potato C. consueta Indirect Populations highest at the end of the season, which is detrimental because they infest the tubers. Severe attacks occur in the dry periods when the potato plants are young. Potato Copitarsia Damage potato shoots, cutting tender buds to the height of the soil line. Indirect Larvae can destroy the plant. Larvae feed on developing fruit and can destroy capsules and seeds. Attack begins on external leaves, will go between leaves, one larva will consume 5.32% of a lettuce plant. Larvae break the small plants or cuts the leaves Feeds on inside of onion stalks leaving only the epidermis - hidden within the leaf - also cuts leaves, drills stems, and perforates tubercles. Holes for entrance into the leaf provide an entrance for plant pathogens, which can cause the plant to drop the leaf, even after Copitarsia has left. Usually only one larva/plant in one leaf - so not too important. Control justified only when >10% of the plants are infested. Reference (Cortes-P. 1972) (Larrain-S. 1984) (Larrain-S. 1996) (Machuca et al. 1990) (Larrain-S. 1996) (Monge-V. et al. 1984) (Monge-V. et al. 1984) (Quiroga et al. 1989) (Arce de Hamity and Neder de Roman 1992) (Vimos-N. et al. 1998) (Velasquez-Z. 1988) (Sanchez-V. and MaitaFranco 1987) (Sanchez-V. 1985) (Lopez-A. 1996a) (Arestegui-P. 1976) Crop Quinoa Species C. turbata Damage Type Comments Direct Damage the floral buds and flowers, in addition to buds, stems and leaves. Reference (Lamborot et al. 1999) Quinoa C. turbata Indirect (Liberman-Cruz 1986) Rapeseed C. consueta Indirect C. turbata Tomato Direct 80-90% damage from lepidoptera if no pesticides applied (where they are on the pesticide treadmill. Defoliation up to 60% does not affect yield. Damages mostly young fruit. (Artigas and Angulo 1973a) (Larrain-S. 1996) 45 USDA-APHIS Effect on Export Markets Chile began to export fresh artichokes to the United States and Canada in 1983. In 1984, the exported artichokes reached a maximum of over 400 tons per year. This volume has since decreased to less than 20 tons per year. One of the main causes cited for the decline in exported artichokes was the frequent rejection of shipments by the receiving countries because of quarantine pests, especially noctuid larvae (Machuca-L et al. 1989). Between 84.6% and 100% of the boxes were rejected prior to shipping (Machuca et al. 1990). Copitarsia consueta was one of the three most abundant noctuids, constituting 85.1% of the larvae collected from small artichoke heads. Copitarsia has the potential to affect U.S. export markets as well. We assume that countries without Copitarsia would reject commodities from the U.S. containing Copitarsia larvae. The U.S. exports at least 15 commodities on which Copitarsia could feed (USDA-Economic Research Service 1999). The quantity and value of these commodities are reported in Table 13. Because Copitarsia is rarely found on some imported commodities that are host plants (Table 13), it is unlikely that larvae would be exported from the U.S. on these commodities if the pest were to become established. The reason Copitarsia is not found on some commodities on which it feeds is that Copitarsia is unlikely to be transported with the roots of carrots, garlic, onion, or potatoes or with the seeds of rapeseed. We analyzed only the commodities for which Copitarsia was likely to be present in export shipments, and determined that 754,939 metric tons of produce worth $456,787,945 was exported from the U.S. in 1999. The percentage of this market potentially affected by Copitarsia depends on the severity of pest outbreaks in the U.S. and is difficult to determine. Table 13: Quantities and values of commodities on which Copitarsia could be found exported from the U.S. in 1999. Commodity Asparagus Berries Broccoli Cabbage Carrots Cauliflower Corn Garlic Grapes Lettuce Onion Peppers Potatoes Rapeseed Tomatoes Quantity Exported in 1999 (Metric Tons) 17,268 79,822 149,417 41,281 119,015 86,874 51,814,105 8,911 238,609 313,969 260,499 66,308 271,509 154,008 151,657 Value in 1999 $49,947,109.00 $14,953,491.00 $98,633,755.00 $16,143,400.00 $67,031,614.00 $58,574,810.00 $4,933,087,772.00 $11,439,083.00 $308,595,978.00 $159,422,609.00 $81,268,654.00 $59,112,771.00 $85,178,691.00 $36,607,919.00 $122,675,361.00 46 Copitarsia frequently found on Imports? yes yes yes yes no yes no no no yes no yes no no no Risk Assessment of Copitarsia spp. Effect on Control Costs and on Ongoing IPM Programs To adequately address this in a quantitative fashion, we would have to conduct an extensive economic analysis, including information on which crops would be affected, how many acres, and the percentage damage/yield loss, etc. That sort of analysis is beyond the scope of this short-term project and would be difficult to conduct given the large uncertainties involved. However, pesticides are the most likely control tool, as they are frequently recommended in areas where Copitarsia is currently established (Artigas and Angulo 1973a; Machuca et al. 1990; Perlta-S. 1987; Cortes-P. et al. 1972; Sanchez-V. and Maita-Franco 1987; Liberman-Cruz 1986; Quiroz-E. 1977; Vimos-N. et al. 1998; Munro 1968; Munro 1954; Zenner de Polenia 1990). Treatment with insecticides increases the cost of raising a crop, as well as disrupting natural enemies of all pests on that crop, potentially disrupting ongoing Integrated Pest Management (IPM) programs. IPM programs are in place in CA for five crops potentially attacked by Copitarsia (alfalfa, cole crops, lettuce, potatoes, and tomatoes). These ongoing programs could be disrupted by pesticides applied to control Copitarsia. Environmental Damage (Direct and Indirect) Once established, Copitarsia would have the potential to damage the environment both directly, through feeding on native plants, and indirectly because of environmentally harsh methods used to control pest populations. It has already been noted (Table 11) that there are nearly 700 plants that are native to the U.S. that are in genera known to be attacked by Copitarsia larvae. Seven of the native species at risk from Copitarsia are listed as threatened or endangered by the U.S. Fish and Wildlife Service (Table 14). Indirect environmental damage could be caused when pesticides applied to control Copitarsia leave the treated field, either as drift or contaminated groundwater, and affect other species in the ecosystem. Table 14: Plants native to the U.S. that are in genera consumed by Copitarsia and are listed by the U.S. Fish and Wildlife Service as Threatened or Endangered. Plant Species Historic Distribution in U.S. Status Allium munzii (Munz’s onion) CA Endangered Helianthus eggertii (Eggert’s sunflower) AL, KY, TN Threatened Helianthus paradoxus (Pecos sunflower) NM, TX Threatened Helianthus schweinitzii (Schweintz’s NC, SC Endangered sunflower) Trifolium amoenum (showy Indian CA Endangered clover) Trifolium stoloniferum (running buffalo AR, IL, IN, KS, KY, MO, OH, WV Endangered clover) Trifolium trichocalyx (Monterey clover) CA Endangered Capacity to act as a Vector for Other Pests or Diseases There is evidence that larvae of Mamestra brassicae can move bacteria from one plant to another (Lilley et al. 1997). There is no reference of Copitarsia adults or any other noctuids serving as vectors of other pests or plant diseases, and it is unlikely that Copitarsia would do so over any great distances if introduced into the U.S.. 47 USDA-APHIS RISK ASSESSMENT The bulk of this document deals with the likelihood of Copitarsia successfully invading the U.S. and causing economic and/or environmental damage. APHIS has developed a set of guidelines that address the same fundamental questions (Appendix III in Biological Assessment and Taxonomic Support 1997). The guidelines are intended to formalize the process of qualitatively assessing pest risk. We have applied the guidelines to Copitarsia in an attempt to provide summaries of the various components that contribute to pest risk. We recognize that APHIS guidelines have been criticized for relying on “highly subjective and uncharacterized expert judgment in the assignment of risk” (National Plant Board 1999). Traditional APHIS risk assessments describe risk by consensus of a scientific panel. Generally, differences of opinion among panel members or the degree of confidence in the assessment are not described. To more formally characterize variability and uncertainty in risk ratings, we asked several colleagues to review the data we had gathered on Copitarsia and to complete a pest risk survey. For each risk element within the survey, we asked that the reviewer provide a ranking of high, medium, or low and an indication of their level of confidence in this assessment (again high, medium, or low). We provided criteria for each risk element, following APHIS risk assessment protocols (USDA-APHIS 1997). Because the risk assessment deals with the genus as a whole, we asked reviewers to assume that if one species of Copitarsia satisfies the criterion, the entire genus satisfies the criterion (i.e., a worst case scenario). When assigning the level of confidence, we asked reviewers to use the following criteria: High = data are adequate AND analyses are appropriate to draw a conclusion; Medium = data are available, but insufficient OR analyses are questionable; or Low = no data are available OR analyses are incorrect. Assigning a high risk rating with a low degree of confidence was acceptable, or conversely, a low risk rating with a high degree of confidence. Below we present the findings of our survey in a format that is consistent with previous APHIS risk assessments. At the time this report was prepared, eight individuals had responded to the survey. For each element, our concluding summary of risk and the level of confidence in the assessment is based on the maximum number of respondents (i.e., the mode). Frequency distributions for all responses are presented in Figure 10. Following APHIS guidelines, the assessment is divided into the consequences of introduction (i.e., the consequences of pest invasion) and the likelihood of introduction (i.e. invasion). For the most part, the consequences of introduction are dependent on biological characteristics of the pest. The likelihood of introduction, on the other hand, may vary considerably from one port to another, and a risk based resource allocation model must be able to access data that would allow different assessments of risk to be calculated for each port of entry. Where appropriate, we indicate how risk might be more accurately assessed or where supplemental research might be valuable. We do not attempt to develop new criteria for estimating pest risk; such an effort is beyond the scope of this short-term project. 48 Risk Assessment of Copitarsia spp. Figure 10: Assessment of risk and confidence in the assessments by a panel of eight experts. 10 8 6 Low Medium High Risk Frequency of Rating 4 2 6 0 Confidence 5 4 3 2 1 0 Climate/Host Host Range Dispersal Economic Environmental 10 Risk 8 6 Frequency of Rating 4 2 0 10 Confidence 8 6 4 2 0 Quantity of Survive Survive Commodity Post-Harvest Shipment Imported Treatment Detect at Port of Entry Risk Element 49 Moved to Suitable Habitat Find Host Plant USDA-APHIS Consequences of Introduction Table 15. Evaluation of the consequences of Copitarsia introduction based on several risk elements assessed in an expert survey and in previous APHIS risk assessments. Current Study Previous Assessments Element Risk Confidence (% of respondents) (% of respondents) Risk1 Risk2 Risk3 Climate/Host High (62%) Medium (62%) High High Medium Host Range High (100%) High (62%) High High High Dispersal High (62%) Medium (62%) High High Medium Potential Economic High (88%) High (62%) High High Medium Impact Environmental High (100%) Med-Low (38% each) Medium Medium High Impact Overall High Medium High High High 1 (Cave and Redmond 1997b)(Brassica from Mexico) 2 (Cave and Redmond 1997a)(Brassica from Central America) 3 (USDA-APHIS-PPQ-BATS 1997)(Pisum from Mexico) Climate/Host This risk element attempts to describe the area that might be impacted by the pest. The majority of the respondents felt it was likely for this species to survive in four or more plant hardiness zones (Table 15; Fig 10). Consequently, the element is classified as high risk. Two of three previous risk assessments also gave this element a high rating. However, the majority of respondents also felt that data were insufficient or analyses were questionable. Consequently, the overall confidence in the assessment was medium. CLIMEX analysis predicted a greater than 50% probability that Copitarsia could survive in most of California, which contains at least four plant hardiness zones. We believe that further research is necessary on the response of Copitarsia to temperature and soil moisture before a complete prediction of its range in the U.S. can be made. Such results would increase our confidence in the ranking for this element. Directly predicting the portion of the U.S. likely to be infested by a pest would, in our opinion, be a better indicator of risk than the current system of relying on the number of potential plant hardiness zones. Host Range This risk element accounts for the diversity of domestic plants that could be affected by the pest. All respondents felt that Copitarsia could attack multiple species within multiple plant families and assigned a high risk rating in this category, which is completely consistent with previous risk assessments (Table 15; Fig 10). The majority of respondents also felt that adequate data were available and analyses were appropriate to draw a conclusion. 50 Risk Assessment of Copitarsia spp. Dispersal Potential This risk element pertains to the rate at which a new pest will achieve its maximum range in the U.S.. This category not only includes rapid pest movement (> 10 km per year) but also a high reproductive potential (many generations per year, many offspring per reproduction, and a high innate capacity for population increase). If a pest exhibits both characteristics it receives a high rating; one characteristic leads to a medium ranking. The majority of respondents gave this risk element a high rating but felt that data were insufficient or analyses were questionable to reach a firm conclusion (Table 15; Fig 10). Two of three previous risk assessments also classified this element as high risk. Little evidence exists on the ability of Copitarsia to disperse on its own. Economic Impact There are three economic impacts considered by this risk category; lower yield of host crop, lower value of the commodity, and loss of markets. A high rating is given when the pest could cause all three impacts. In its native range, Copitarsia has been shown to lower yields, lower the value of the commodity, and affect export markets. The majority of respondents felt that all three impacts were likely in the US (as did two of three previous risk assessments). The overall confidence in this assessment was also considered high (Table 15; Fig 10). Environmental Impact Five potential impacts are listed by APHIS for consideration: direct environmental impacts, direct impacts on endangered or threatened species, indirect impacts on endangered or threatened species, initiation of disruptive control programs (pesticides), and initiation of release of non-indigenous biological control programs. A high rating is provided if two or more of the criteria apply. In contrast to two of three previous risk assessments, all respondents assigned a high rating (Table 15; Fig 10). However, an equal number of respondents considered their level of confidence in the risk rating to be medium or low. 51 USDA-APHIS Likelihood of Introduction Table 16. Evaluation of the likelihood of Copitarsia introduction based on several risk elements assessed in an expert survey and in previous APHIS risk assessments. Current Study Previous Assessments Risk Confidence (% of respondents) (% of respondents) Risk1 Risk2 Risk3 Quantity of Medium Medium Low High (100%) High (100%) commodity imported annually Likelihood High High Medium High (62%) Low (50%) survive postharvest treatment Likelihood High High High Medium (50%) Low (88%) survive shipment Likelihood not High Medium Low High (75%) High (75%) detect at port of entry Likelihood High High Medium High (62%) High/Low (38% each) moved to suitable habitat Likelihood find High High Medium High (75%) Medium (50%) suitable host Overall High High Medium High Low 1 (Cave and Redmond 1997b)(Brassica from Mexico) 2 (Cave and Redmond 1997a)(Brassica from Central America) 3 (USDA-APHIS-PPQ-BATS 1997)(Pisum from Mexico) Quantity of Commodity Imported Annually The APHIS guidelines about the quantity of a commodity imported refer to one specific commodity from one country imported into the entire U.S.. Our pest based risk assessment concerns a genus that is found on many commodities from many countries of origin. The APHIS criterion is that for a pest to be rated High, over 100 forty-foot containers of the commodity enter the U.S. per year. All respondents felt that the criterion was satisfied for the total of all commodities on which Copitarsia could enter (Table 16; Fig 10). It would even be true for some commodities from some countries entering a single port. All respondents were highly confident in the assessment. Certain commodities from specific countries may not meet this standard, which may explain why previous APHIS risk assessments assigned risk ratings of low or medium to this element. If one were to assess the risk of entry of Copitarsia for a model of risk based resource allocation, one must separately assess the risk of entry based on particular commodities coming from particular countries. Populations of Copitarsia may be different 52 Risk Assessment of Copitarsia spp. on the same commodity coming from various countries due to differences in farming practices, climate, and natural enemies. Also, various commodities coming from the same country will differ in their suitability as hosts for Copitarsia and in their pre-shipment treatment that will affect Copitarsia numbers. Likelihood Survive Post-harvest Treatment For this element, a risk rating of low is assigned if the likelihood of Copitarsia surviving post-harvest treatments is less than 0.1%, medium if 0.1% to 10%, and high if greater than 10%. The majority of the panel felt the ranked this element as high (Table 16; Fig 10). However, the panel also felt that no data were available or analyses were incorrect so that the level of confidence in this assessment was low. Two of three previous risk assessments also ranked this element as high. Likelihood Survive Shipment For this element, a risk rating of low is assigned if the likelihood that Copitarsia that survive post-harvest treatments will also survive shipment is less than 0.1%, medium if 0.1% to 10%, and high if greater than 10%. The majority of the panel felt the ranked this element as medium but again felt that little data were available to draw a firm conclusion (Table 16; Fig 10). The overall confidence in the assessment of this risk element is low. We know that Copitarsia larvae survive shipment, because only live larvae are reported in the PIN-309 database. We do not know the percentage of all Copitarsia larvae that survive shipment or whether these live larvae are healthy. If cut flowers are chilled during shipment, this could affect the viability of Copitarsia larvae. We feel that a detailed study of shipping conditions and their effects on the health of Copitarsia larvae would be an important area for future study. Likelihood not Detect at Port of Entry PPQ officers at ports of entry are instructed to inspect 2% of a given shipment arriving at a U.S. port. In other words, they should inspect 2 boxes out of every 100 boxes of a certain commodity. To have a 95% probability of detecting a pest species given this rate of inspection, often 25 % or more of the boxes must be infested. Smaller shipments may be even more heavily infested but still pass inspection. The majority of respondents felt that more than 10% of the viable larvae that arrived at a port would not be detected by routine inspections and thus assigned a high risk rating (Table 16; Fig 10). The majority of respondents also felt that adequate data were available and appropriately analyzed to reach a conclusion. Previous risk assessments were divided on this issue with rankings for this element ranging from low to high. Likelihood Moved to Suitable Habitat After Copitarsia larvae enter the U.S., they must undergo further rigors of shipment, and not all final destinations will have climates suitable for survival. Nevertheless, the majority of the panel felt that more than 10% of the viable larvae that were not detected at a port of entry would be transported to a climatically suitable habitat (Table 16; Fig 10). Again, a high risk rating was assigned. Equal numbers of individuals on the panel had high or low confidence in their decisions. 53 USDA-APHIS Likelihood find Suitable Host The majority of the panel felt that the probability of larvae finding a suitable host plant once they arrived in a climatically suitable habitat was >10%; consequently a rating of high was assigned (Table 16; Fig 10). Two of three previous risk assessments also reached the same conclusion. However, the majority of respondents to our survey only felt moderately confident in their assessment of risk. Copitarsia spp. are reported feeding on over 39 crop plants and there are approximately 700 plants native to the U.S. that are in genera fed upon by Copitarsia. While higher acreages of the crops are found along the Pacific coast and in parts of the east coast, plants with the potential to be fed on by Copitarsia can be found in just about every county in the U.S. Overall Assessment of Risk After combining consequences of introduction with the likelihood of introduction, the Overall Risk Potential for Copitarsia is high using the point system guidelines provided by APHIS (not presented for simplicity), but confidence in this assessment is moderate to low. This project formally measures the degree of variability and confidence in the assignment of risk ratings for Copitarsia. We believe this effort will contribute directly to the preparation of future risk assessments and the evolution of general risk assessment procedures within APHIS. Several previous APHIS commodity risk assessments have assessed the risk posed by Copitarsia (Cave and Redmond 1997a; Cave and Redmond 1997b; USDA-APHIS-PPQ-BATS 1997). Other APHIS risk assessments associated Copitarsia with a commodity for potential import but did not proceed to formally evaluate the risks this insect might pose (Chawkat 1997 and Stewart et al. 1996). In some cases, poor taxonomy of the pest may have contributed to a reluctance to assign risk ratings. Until additional information becomes available, we believe this document justifies a high risk rating for the genus as a whole. Resolving the taxonomy of the genus is critical to evaluate individual species. Risk ratings assigned with medium to low confidence highlight vital topics for future study. Furthermore, as noted above, separate risk assessments do not always assign the same degree of risk to Copitarsia. With rare exceptions (e.g., the volume of commodity that is to be imported), rationale for the difference in risk ratings is not provided. We hope the current assessment provides a resource for future risk assessors who confront Copitarsia. 54 Risk Assessment of Copitarsia spp. AREAS RECOMMENDED FOR FUTURE STUDY Needed to refine Copitarsia risk assessment and management: Define taxonomy of the genus Copitarsia: Without this information we cannot accurately define the distribution of Copitarsia species or know when we are intercepting pest species at our borders. Accurate taxonomy is also fundamental to apply studies on the biology of Copitarsia to better predict the dynamics of various Copitarsia species. Determine the response of Copitarsia to climate conditions: Knowledge of the effect of temperature and moisture on Copitarsia survival and reproduction will allow a more accurate estimate of the potential range of Copitarsia in the United States and the propensity to outbreak in its native range. Determine the effect of shipment and processing on the probability of establishment of Copitarsia : Shipping conditions, processing, and final disposition (pickling, freezing, culling, sale to groceries) are likely to affect the probability of Copitarsia surviving, reproducing, and establishing. Results of these studies will contribute to risk assessment and mitigation. Define the dispersal potential of Copitarsia adults: This study will allow us to predict the probability of natural spread into and within the U.S. At this point, we cannot completely discount the possibility that Copitarsia has naturally arrived in the US. Determine the distribution of Copitarsia: This study will answer the following questions: 1) Is it found in countries where we so far have received few shipments? 2) Is its range in Mexico limited and would explain the lack of interceptions in Nogales and San Diego? 3) Given the high probability that Copitarsia evades detection at the border and its proximity in Mexico, is it established in the U.S.? Needed to refine risk-based resource allocation: Conduct Risk Assessments of organisms with different characteristics: Characteristics important in assessing the risk of Copitarsia to U.S. agriculture and natural areas may not be different for organisms with other life strategies (pathogens, borers, mites, etc.). Define the minimum number of individuals necessary to establish a viable population for an invading species. 55 USDA-APHIS ACKNOWLEDGMENTS Gathering data, translating documents from Spanish to English, and creating tables and graphs was a large undertaking. The final product was much enhanced by the assistance of the following personnel: AZ: Susan Thompson-McHugh, Nicole Harris, Mitch Colletto; MN: Fernando Muñoz-Quesada, Rebecca Simmons, and Lori Thompson. Special thanks go to Leroy C. Gould for advice on statistical analysis of categorical data. Nick Colletto provided valuable assistance proofreading this document. We thank the following individuals for reviewing this document and participating in the risk assessment survey: Fernando Muñoz-Quesada, Rebecca Simmons, Russ Stewart, Michelle Walters, and James Berry. 56 Risk Assessment of Copitarsia spp. APPENDIX I: PHOTOGRAPHIC AID FOR IDENTIFICATION OF COPITARSIA LARVAE Figure 11: Picture used by APHIS-PPQ officers to assist in the identification of Copitarsia larvae. 57 USDA-APHIS APPENDIX II: TAXONOMY OF THE GENUS COPITARSIA (Prepared by Rebecca Simmons, Dept. of Entomology, University of Minnesota) Species often confused with Copitarsia Larval identifications can be difficult. Copitarsia is often confused with some members of Spodoptera and Peridroma. Spodoptera, unlike Copitarsia, has dark bars only at the base of the upper medial setae on the mesothorax and metathorax. Spodoptera also has dark setae, while Copitarsia has white setae. Spodoptera also has a spot at the lower medial setal position on the mesothorax, and four setae that form a straight line on the head. Peridroma can be distinguished from Copitarsia by having light brown instead of white setae. Peridroma also has a bar at the base of only the lower medial setae on the metathorax. The head of Peridroma is distinguishable because it has two brown medial stripes and the spinneret has four to six spinules at the tip. Adult Copitarsia have been described as members of Agrotis (Walker 1857). Agrotis can be distinguished from Copitarsia by its forewing markings, especially those associated with the reniform spot (Covell 1984). These markings are black bars that are found near or covering the reniform spot (Covell 1984). In contrast, Copitarsia adults have reniform and orbicular spots outlined in black. Agrotis larvae of appear to be distinctive from those of Copitarsia. Agrotis larvae have a black head, and no bars between setal bases. Taxonomic and Systematic Challenges of Copitarsia Copitarsia is often described as a difficult systematic problem (Poole 1989). One immediate concern is that C. turbata (Herrich-Schäffer) is not an available name. Poole (1989) found that the original combination Polia turbata is traditionally dated from 1845, but the combination does not occur on the plate in Herrich-Schäffer (1845). The combination appears in a later index to the 1845 volume (published in 1855). Thus, Mamestra decolora Guenee, published in 1852, is the oldest name for the type species of Copitarsia. Poole (1989) chose not to rectify this situation for two reasons: the economic importance of Copitarsia and the need for a generic revision. Castillo and Angulo (1991) did not comment on this issue in their revision, leaving C. turbata (Herrich-Schäffer) as the name for the type species. Designating C. decolora as the new name for the type species will make literature searches difficult, alter collections, and impact future agricultural studies of this pest genus. Additionally, Copitarsia contains many synonymous species, which obscure the actual number of species included in this group (M. Pogue, SEL-USDA; M. Honey, NHMLondon, pers. comm.). Köhler’s species (C. basilinea, C. clavata) are thought to be synonyms (Pogue pers. comm.). Castillo and Angulo (1991) also may have created synonymous species by over-describing morphological variation throughout a geographic range (i.e. C. anguloi, C. paraturbata). As the same species has been described multiple times, these synonymous species inflate the number of species in Copitarsia. Synonymous species also impact risk assessment studies, as there may actually be fewer agricultural pests in Copitarsia than the current taxonomy suggests. 58 Risk Assessment of Copitarsia spp. Although larval keys exist to distinguish Copitarsia from other noctuid genera, there appear to be few distinguishing external characters for identifying adult Copitarsia. Also, Copitarsia may be an artificial assemblage of species. Without a recent phylogenetic revision of Copitarsia, shared derived characters (synapomorphies) cannot be established. These synapomorphies are key to test if Copitarsia is a real evolutionary unit (monophyletic) and to identify diagnosable characteristics for identifying adult Copitarsia. Additionally, because Copitarsia is difficult to identify, it is likely that undescribed species of Copitarsia are misplaced in other noctuid genera. These Copitarsia may even be placed in unrelated genera in completely different noctuid subfamilies. Again, externally diagnosable characters will be useful in finding misplaced species of Copitarsia. The placement of Copitarsia in Cuculliinae is not known. Management plans for Copitarsia would be enhanced by knowledge of the genera’s closest relatives or sister groups. If these sister groups are polyphagous pests that can be controlled by certain strategies (pesticides, certain parasitoids) then controlling Copitarsia can be accomplished by similar strategies. Also, a recent morphological study (Weller and Simmons in prep.) indicates that the cuculliines may not be a monophyletic unit. If this is the case, Copitarsia may be more closely related to genera that it has been previously associated with (i.e. Agrotis, Euoxa) than other cuculliines. This knowledge may alter current control strategies for Copitarsia. Finally, a major issue facing the management of Copitarsia importation into the US is that larval associations with adults are not known. Because there is a lack of rearing studies and life history information for Copitarsia, it is impossible to identify pest species versus benign species. Misidentification of pest species could result in accidental rejection of agricultural products or, worse, the accidental introduction of pest species into the US. Role of systematics in Agriculture Systematic studies have been extremely useful in managing agricultural systems. Understanding the evolutionary relationships (phylogeny) of a pest species is often critical for effective control of that pest. For example, tobacco budworms, which are frequently found on commodities imported from Central and South America, were thought to be a complex of only three species. A systematic study revealed that this complex actually is comprised of 12 species, which alter interception and control strategies (Systematics Agenda-2000 1994). Systematic studies can also provide clues on what control measures may be effective for pest species. Control of the cottony-cushion scale on citrus in California was ineffective until a systematist provided information about the phylogeny of the scale and its relatives. With this information, an Australian lady beetle was found to be a possible biological control agent of the scale (Dahlsten 1986). The lady beetle was introduced into California and the damage on citrus by the scale was checked. These examples indicate that a systematic study of Copitarsia will provide information that is vital to control its introduction into the US and to manage its impact on economically important crops. Recommendations A modern, systematic treatment of Copitarsia is necessary to formulate future risk assessments and to control this pest genus. We recommend a revision that incorporates both anatomical and molecular information. The anatomical study should include data 59 USDA-APHIS from all life stages of Copitarsia. Including larval data will elucidate larval/adult associations. Morphological data will not only provide synapomorphies for Copitarsia, but it will also provide information for diagnoses and keys to identifying species. A molecular study using mitochondrial DNA will provide complimentary information for the evolutionary relationships (phylogeny) of Copitarsia. Additionally, a molecular study that includes exemplars from Cuculliinae, Noctuinae, and Hadeninae will also establish sister taxa of Copitarsia and test the monophyly of the Cuculliinae. Finally, a phylogeny using both data will be a powerful tool for examining biological questions, such as the biogeography and evolution of host use in Copitarsia that will impact agricultural control strategies. 60 Risk Assessment of Copitarsia spp. APPENDIX III: REFERENCES CITED TO DETERMINE GEOGRAPHIC DISTRIBUTION OF COPITARSIA Country References Argentina (Arce de Hamity and Neder de Roman 1992) (Arce de Hamity and Neder de Roman 1993) (Castillo and Angulo 1991) Bolivia Chile Country Colombia (Lopez-A. 1996b) Costa Rica (Munro 1968) Ecuador (Angulo and Weigert 1975b) Guatemala (Angulo and Weigert 1975a) Latin America (Zenner de Polenia 1990) (Angulo et al. 1985) (Castillo and Angulo 1991) (Vimos-N. et al. 1998) (Castillo and Angulo 1991) (Angulo and Weigert 1975b) (Castrejon-G. et al. 1998) Mexico (Apablaza-H. 1984) (Avila-R. 1961) (Carrillo-S. 1971) (Apablaza and Stevenson 1995) (Castillo and Angulo 1991) (Arce de Hamity and Neder de Roman 1992) (Artigas and Angulo 1973a) (Castrejon-G. et al. 1998) (Guevara-A. and Cervantes 1991) (Aruta-M et al. 1974) (MacGregor and Gutierrez 1983) (Castillo and Angulo 1991) (Monge-V. et al. 1984) (Cortes 1976) (Riley 1998b) (De la Maza-Z. 1986) (Rojas and Cibrian-Tovar 1994) (Duran-M 1972) (Grez 1992) (Castillo and Angulo 1991) (Lopez-A. 1996a) (Neder de Roman and Arce de Hamity 1991) (Liberman-Cruz 1986) (Anonymous 1921) References (Rojas et al. 1993) Peru (Alcala-C. 1978b) (Hichins-O. 1972) (Angulo and Weigert 1975b) (Hichins-O. and Rabinovich 1974) (Anonymous 1944) (Hichins-O. and Mendoza-M. 1976) (Lamborot et al. 1995) (Arce de Hamity and Neder de Roman 1992) (Arestegui-P. 1976) (Lamborot et al. 1999) (Castillo and Angulo 1991) (Larrain-S. 1984) (Gomez-T. 1972) (Larrain-S. 1996) (Leyva-O. and Sanchez-V. 1993) (Larrain-S. and Araya-C. 1994) (Sanchez-V. and Aldana-M. R. 1987) (Sanchez-V. and Maita-Franco 1987) (Valencia and Valdivia 1973) (Loo and Aguilera 1983) (Machuca-L. et al. 1988) (Machuca et al. 1989b) (Velasquez-Z. 1988) (Machuca-L et al. 1989) (Machuca et al. 1990) (Wille-T. 1943) Venezuela (Olivares and Angulo 1995) 61 (Castillo and Angulo 1991) USDA-APHIS Country Chile References Country (Opazo 1914) (Porter 1980) (Prado 1991) (Quiroga et al. 1989) (Quiroz-E. 1977) (Vargas-C. 1972) 62 References Risk Assessment of Copitarsia spp. APPENDIX IV: METHODS USED FOR CLIMEX ANALYSIS Climate Matching. We identified 12 target locations in South America that were well within the known distribution of Copitarsia and were listed in the Climex database (Table 17). Locations ranged in elevation from near sea level (Valdiva, Chile) to 1640m above sea level (Merida, Venezuela). The majority of locations were in Chile, but the entire western half of South America was represented in the analysis. Table 17: South American cities with established populations of Copitarsia spp. used for climate matching Country City Elevation (m) Longitude Latitude Venezuela Merida 1640 71.2 W 8.6 N Peru Lima 120 77.0 W 12.1 S Colombia Bogotá 2645 74.1 W 4.6 N Chile Balmaceda 525 71.7 W 45.9 S Chile Concepcion 12 71.3 W 36.8 S Chile Curico 225 71.2 W 35.0 S Chile Puerto Monett 81 73.1 W 41.4 S Chile Santiago 520 70.7 W 33.5 S Chile Temuco 114 72.7 W 38.8 S Chile Valdiva 5 73.3 W 39.8 S Chile Valparaiso 41 71.7 W 33.1 S Argentina Mendoza 800 68.8 W 32.8 S We then classified 169 locations in North and South America as suitable for establishment (coded 1) or not suitable (coded 0). Of the 74 locations inferred to be suitable, 36 occurred in South America and 38 in North America. A location must have been within or on the fringe (within ~30km) of the described distribution of the genus to be considered appropriate for establishment. In North America, all suitable locations occurred south of the 24th parallel. Conversely, 95 locations in Canada and the northern US with maximum air temperatures <0°C for 2 months were classified as unsuitable. The current distribution of the genus suggests that the insect is not able to survive extended periods of sub-zero temperatures. Climatic conditions at the 12 target locations were independently compared to 330 locations in North America and 109 locations in South America. Similarity was expressed in a number of indices described in Sutherst and Maywald (1985). Similarity indices were calculated for minimum air temperature, maximum air temperature, total precipitation, rainfall pattern, and relative humidity, respectively. All indices assume a value between 0 and 100%, inclusive. In addition, Climex calculated a Match Index which provided a measure of overall climatic similarity across environmental parameters. For our analyses, the influence of relative humidity was excluded from the Match Index. To provide a final characterization of each of the 401 locations in North and South America, we determined the maximum degree of similarity to any one of the 12 target locations. The maximum degree of climatic similarity was evaluated separately for each climatic index. 63 USDA-APHIS For data analysis, we randomly selected 2/3 of the 169 locations classified on the presence or absence of Copitarsia populations; the remaining 1/3 was used for model validation. Data were analyzed using logistic regression (PROC LOGISTIC; SAS Institute 1995). This analytical tool relates the probability of an event (i.e., establishment) to several independent explanatory variables (Hosmer and Lemeshow 1989). When applied to Climex output, the tool also provides a quantitative interpretation of each similarity index (Venette and Hutchison 1999). Logistic regression produces a model with the form: p b m1 X 1 m2 X 2 m3 X 3 mn X n ln 1 p where p is the probability of establishment [0p1], b is the intercept of the line, X1 … Xn are indices of climatic similarity, and m1 … mn are coefficients describing the slope of the line. Values for b and m1 … mn are determined through maximum likelihood estimation. Forward, backward, and stepwise elimination techniques were used to identify similarity indices for inclusion in the final model. When back-transformed, the model becomes: 1 p . ( b m1 X 1 m 2 X 2 m 3 X 3 mnXn) 1 e To validate the model we determined an overall percentage of correct classifications and the percentage of correctly identified positives, correctly identified negatives, false positives, and false negatives. For each location, the probability of establishment and pertinent Climex indices were geographically referenced and incorporated into a geographic information system (ArcView 3.1, Environmental Science and Research Institute, Redlands, CA). To generate isopleths between points, a digital grid with a cell size of 0.25 degrees was placed over a map of the Western hemisphere. Predicted values for each cell within the grid were determined by inverse distance weighting of the observed values for the 12 nearest neighbors. Population modeling. Climex requires estimates of several parameters to model the influence of climate on population dynamics (Table 18). One approach is to estimate these parameters directly from published literature reports (Venette and Hutchison 1999). Such information for Copitarsia is scarce and incomplete. As a result, we employed an iterative approach, as per Sutherst and Maywald (1985), to estimate parameters for Climex. To begin, a test area within the current geographic distribution of the pest was selected. For our analysis, we focused on Chile because of its climatic diversity. We then selected an arbitrary set of parameters and used Climex to predict the distribution of “Copitarsia” within Chile. The predicted distribution was compared to the known distribution of the pest within the country. Parameters within Climex were repeatedly adjusted until a qualitatively accurate prediction of the distribution of Copitarsia in Chile was obtained. 64 Risk Assessment of Copitarsia spp. Table 18: Parameters used by Climex to describe the influence of temperature and moisture on the population dynamics of Copitarsia Estimate for Description Parameter Copitarsia Temperature Minimum required for physiological development DV0 4 Lowest at which population growth is optimal DV1 9 Highest at which population growth is optimal DV2 24 Upper limit for population growth to occur DV3 28 Threshold for the onset of cold stress TTCS 0 Rate of cold stress accumulation THCS 0.0005 Threshold for the onset of heat stress TTHS 30 Rate of heat stress accumulation THHS 0.001 Moisture Minimum required for physiological development SM0 0.25 Lowest at which growth is optimal SM1 0.5 Highest at which growth remains optimal SM2 1.5 Upper limit for growth to occur SM3 2.0 Threshold for the onset of drought stress SMDS 0.05 Rate of drought stress accumulation HDS 0.02 Threshold for the onset of wet stress SMWS 1.6 Rate of wet stress accumulation HWS 0.0015 Because the distribution of Copitarsia within Chile is likely to be influenced by cultural practices, notably irrigation, two criteria for choosing an acceptable parameter set were adopted. First, in the absence of supplemental irrigation, the parameters suggest that Copitarsia should occur only in southern regions of Chile. Second, with irrigation during the summer months (76 mm/2 wks), the same parameter set should also predict that Copitarsia could occur in more northern regions of the country (i.e., near the cities of Antofagasta and Arica). A parameter set that satisfied these criteria was used to model the performance of Copitarsia in the remainder of North and South America. In modeling the performance of a species, Climex generates a new set of indices, again scaled from 0 to 100 (Sutherst and Maywald 1985). In general, these indices describe the potential for population growth under prevailing temperature and moisture conditions and the degree of stress a population is likely to experience when conditions are too extreme (i.e., hot, cold, wet or dry) for population growth. In addition, Climex determines the number of degree days accrued by a species annually following the method of (Baskerville and Emin P. 1969). The biological models within Climex were run under two scenarios: no supplemental irrigation or 76 mm of water every 2 weeks. Because the Climex model does not allow the option of allowing irrigation only where needed, we recognized that results from either scenario alone would not be completely accurate. Specifically, supplemental irrigation in rain-soaked tropical countries would artificially increase the degree of wet stress experienced by the insect and would not represent local agronomic practices. To compensate, we combined results from both scenarios by selecting conditions that would be most favorable for the insect (e.g., conducive to greater growth or less stress). 65 USDA-APHIS This set of Climex indices was also analyzed using logistic regression. For this analysis, 13 locations in Chile that had been classified as positive for the presence of Copitarsia were removed. Due to the nature of the biological models, many of the Climex indices were interrelated and violated assumptions of independence (i.e., multicolinearity). To compensate, a cross correlation analysis (PROC CORR; SAS Institute 1995) was conducted with all possible predictor variables. Sets of independent predictor variables were identified. From each set, variables were selected by forward, backward, and stepwise elimination techniques. The model that most correctly related predicted and observed responses was chosen as the final model. The model was validated and isopleths generated as described above. Models produced from climate matching and biological modeling were generated separately thus providing independent assessments of the potential for establishment. 66 Risk Assessment of Copitarsia spp. APPENDIX V: DETAILED RESULTS OF CLIMEX ANALYSIS Climate Matching Locations which were classified a priori as having established populations of Copitarsia tended to be more climatically similar to one of the 12 target locations than locations classified as not having Copitarsia (Table 19). Locations with Copitarsia were different from areas without Copitarsia in terms of temperature and a combined measure of similarity (P < 0.01), but not in terms of precipitation (P > 0.05; Table 19). Locations without Copitarsia were >40% similar to a Copitarsia infested site (Table 19). The western half of South America, the southern half of Mexico, and the west coast of the U.S. were 70% similar to a Copitarsia infested site based on minimum air temperatures (Fig 4, A). Similarity based on precipitation was 70% throughout North and South America (Fig. 4, B). Overall climatic similarity was greatest in southern South America, Colombia, the Yucatan peninsula, and coastal California and Oregon (Fig. 4, C). 67 USDA-APHIS Table 19: Climatic similarity of locations with or without Copitarsia to one of 12 target locations with an established population of the pest. Similarity of: Maximum air temperature Minimum air temperature Precipitation Precipitation Pattern Combined With Copitarsia (n=41) Mean ± SEM Range 76.9 ± 2.9 52.6 - 100 Without Copitarsia (n=55) Mean ± SEM Range 40.1 ± 2.5 5.6 - 89.9 (t, P) (-10.4, <0.01) 78.8 ± 2.0 54.2 - 100 37.7 ± 2.6 6.5 - 83.3 (-12.5, <0.01) 93.5 ± 1.0 95.4 ± 0.5 76.3 - 100 89.1 - 100 92.1 ± 0.8 96.4 ± 0.2 75.8 - 99.9 92.3 - 97.9 (-1.1, 0.28) (1.9, 0.07) 68.8 ± 2.9 35.9 - 100 45.7 ± 1.5 21.7 - 78.7 (-7.1, <0.01) Presence or absence of Copitarsia was determined prior to any climatic analysis. Logistic regression indicated that the probability of Copitarsia establishment was most closely associated with indices of climatic similarity based on minimum temperature and precipitation, respectively (Table 20). At a threshold probability of 0.5 (i.e., establishment is judged not to occur if the probability is < 0.5), the model correctly classified 89.6% of all locations based on the presence or absence of Copitarsia. The model correctly identified 90.2% of locations known to have Copitarsia and 89.1% of locations judged inhospitable for Copitarsia. The model made incorrect predictions (i.e., gave false negatives) for 7.5% of the locations where Copitarsia is known to exist. The model also incorrectly predicted that Copitarsia would become established at 14% of the locations judged inhospitable for the pest. 68 Risk Assessment of Copitarsia spp. Table 20: Parameters for two logistic regression models used to relate the probability of Copitarsia establishment to Climex indices from climate matching or biological models Predictor Coefficient SEM Wald 2 (df=1) P Climate Matching Constant (b) -23.2526 6.8094 11.7 0.0006 Minimum Temperature (X1) 0.1571 0.0337 21.7 0.0001 Precipitation (X2) 0.1470 0.0616 5.7 0.0170 Biological Modeling Constant (b) Cold Stress (X1) 2.5711 -0.7420 The final model follows: PEstablishm ent 0.6001 0.194 1 18.4 14.7 0.0001 0.0001 . Predictors from climate 1 e (b m1 X 1 m 2 X 2 ) matching are Climex’s indices of climatic similarity to a Copitarsia-infested site based on minimum temperature and precipitation, respectively. The predictor from biological modeling is Climex’s index of cold stress. When the logistic regression model was applied to a validation data set, the model correctly classified 94.5% of all locations. The model correctly identified 93.9% of locations where Copitarsia is known to exist and 95.0% of the locations where Copitarsia was judged not to exist. The model had a false positive rate of 6% and a false negative rate of 5%. When the logistic regression model was applied to all 439 locations in the Western Hemisphere, the model predicted that the probability of establishment in South America was greatest (90%) in Peru, Chile, and southern Argentina (Fig. 5). In general, the probability of establishment was 50% in much of the continent. The main exception occurred in Brazil where the probability of establishment varied between 10 - 50% in a significant portion of the country. The eastern half of the continent was generally less likely to support the establishment of Copitarsia than the western half. In North America, the probability of establishment was greatest (90%) in southern Mexico, California, Oregon, Washington, and British Columbia (Fig. 5). Although the probability was less than 50% for much of the continent, pockets existed where the establishment probability was 50% in Idaho, Nevada, New Mexico, Texas, Oklahoma, Arkansas, Missouri, Indiana, Illinois, Kentucky, Tennessee, Georgia, South Carolina, North Carolina, Virginia, West Virginia, Maryland, Pennsylvania, New Jersey, and Florida. Biological modeling By iteratively adjusting Climex parameters until a satisfactory “fit” of the geographic distribution of Copitarsia in Chile was achieved, we estimated that Copitarsia could withstand temperatures from 0 to 30°C but required temperatures between 4 and 28°C for populations to grow (Table 17). The species also required soils to be between 25 - 200% of moisture holding capacity for populations to grow. However, mortality was predicted to increase substantially as moisture exceeded 160% of a soil’s holding capacity or dropped below 5% of holding capacity (Table 17). The rate of 69 USDA-APHIS mortality due to drought was more than 10-times greater than for excessive moisture, cold or heat. When the parameter set was used to describe the influence of climate on population dynamics throughout the Western Hemisphere, Climex estimated that 4500 - 9100 degree days (base 4°C) would be accrued from ~40°S latitude to ~35°N latitude (Fig. 6, A). In much of the remainder of the US, Copitarsia was likely to accumulate 2250-4500 degree days. In most of Canada, 1125-2250 degree days would be accumulated. Correspondingly, cold stress was greatest in Canada and the northern US where stress indices ranged from 10 - 100% (Fig. 6, B). In the southeastern US, Mexico, Central America, and South America values for the cold stress index ranged from 0 - 0.6%. The exception to this trend occurred at La Quiaca, Argentina where the cold stress index was 6%. Climex integrated the cold stress index with a growth index and indices for heat stress, drought stress, and moisture stress (data not shown) to produce an Ecoclimatic index. The Ecoclimatic index has been used as an indicator of overall climatic suitability. The greatest values for the Ecoclimatic index occurred in Paraguay and Colombia (Fig. 6, C). Values for the index were greater than 10% throughout South America, with the exception of the northeastern quarter of the continent. In the US, Washington, Oregon, California, and most states east of the Rocky Mountains had EI values greater than 10%. The Ecoclimatic Index was greater in locations with established populations of Copitarsia than at locations pre-judged to be unsuitable for the species (Table 21). Similarly, the number of accumulated degree days was greater where Copitarsia was already known to be established. Cold stress was greater where Copitarsia was pre-judged not to exist. In contrast, indices of heat stress and drought stress were greater where Copitarsia is known to be established (Table 19). On average, neither of these indices exceeded 10%. Table 21: Climex indices of population growth or environmental stress for Copitarsia at locations with or without Copitarsia. Index With Copitarsia (n=38) Without Copitarsia (n=53) Mean ± SEM Range Mean ± SEM Range (t, P) Degree days 5309 ± 273.3 1745 - 8587 1566 ± 61.5 408 - 2370 (-13.4, <0.01) Temperature 46.7 ± 5.3 0 - 100 37.7 ± 1.2 15.9 - 58.8 (-1.7, 0.11) Index Moisture 63.2 ± 2.9 44.9 - 99.7 90.1 ± 1.6 59.9 - 100 (8.14, <0.01) Index Cold Stress 0.25 ± 0.17 0 - 6.1 21.0 ± 2.1 0 - 65.0 (10.1, <0.01) Heat Stress 8.8 ± 3.8 0 - 95.1 0±0 0-0 (-2.3, 0.03) Drought 0.2 ± 0.1 0 - 1.7 0±0 0-0 (-3.1, <0.01) Stress Wet Stress <0.0 ± <0.0 0 - 0.2 <0.0 ± <0.0 0 - 0.1 (-1.0, 0.33) Ecoclimatic 24.5 ± 3.9 0 - 98.3 4.5 ± 1.7 0 - 58.8 (-4.7, <0.01) Index Logistic regression indicated that the probability of Copitarsia establishment was most closely associated with an index of cold stress (Table 20). At a threshold probability of 0.5, the model correctly classified 94.5% of all locations based on the presence or absence 70 Risk Assessment of Copitarsia spp. of Copitarsia. The model correctly identified 97.4% of locations known to have Copitarsia, and 92.5% of locations judged inhospitable for the pest. The model incorrectly predicted that Copitarsia would become established at 9.8% of the locations judged inhospitable for the pest. The model also incorrectly predicted that establishment would not occur at 2% of the locations where Copitarsia is known to exist. When the logistic regression model was applied to a validation data set, the model correctly classified 94.8% of all locations. The model correctly identified 100% of locations where Copitarsia is known to exist and 90.2% of the locations where Copitarsia was judged not to exist. The model had a false positive rate of 10.0% and a false negative rate of 0%. When applied to the entire Western Hemisphere, the logistic regression model suggested that the probability of establishment was 90% throughout most of South America (Fig.7). The probability of establishment declined as proximity to La Quiaca, Argentina increased. The probability of establishment remained 90% throughout Central America, through most of Mexico, across the southeastern US, and into California, Oregon, Washington, and British Columbia. The probability of establishment was 50% in 36 states. Only the states of Alaska, Montana, Wyoming, Utah, Colorado, Nebraska, South Dakota, North Dakota, Minnesota, Iowa, Wisconsin, Vermont, New Hampshire and Maine were unlikely to support establishment of Copitarsia. 71 USDA-APHIS APPENDIX VI: PRODUCTION OF INDIVIDUAL CROPS BY COUNTY WITHIN THE UNITED STATES 72 Risk Assessment of Copitarsia spp. 73 USDA-APHIS 74 Risk Assessment of Copitarsia spp. 75 APPENDIX VII: NATURAL ENEMIES ATTACKING COPITARSIA IN ITS NATIVE RANGE Type Order Family Genus Species Bacteria Bacillus thuringiensis Stage attacked larva Fungus Beauveria bassiana larva Fungus Entomophthora sphaerosperma Insect Coleoptera Carabidae Insect Coleoptera Cocuineclidae larva Hylithus spp. Eriopis conexa egg Country Chile Peru Crop Comments Brassica epizootics of this fungus reached nearly 80% of the larvae infested after summer rains. potato Applications of pesticides interfered with activity of PA. In Dec-Apr they did not recover 76 Insect Diptera Tachinidae Archytas scutellatus larva Chile Insect Diptera Tachinidae Archytas scutellatus larva Chile Insect Diptera Tachinidae Archytas scutellatus larva Chile Insect Diptera Tachinidae Dolichostoma arequipae larva Peru Insect Diptera Tachinidae Euphorocera peruviana larva Peru Insect Diptera Tachinidae Gonia spp. Insect Diptera Tachinidae Incamyia chilensis Peru larva Chile tomato low parasitism attributed to intensive use of toxic agrochemicals. broad bean Reference (Lopez-A. 1996a) (Lopez-A. 1996a) (Aruta-M et al. 1974) (Sanchez-V. and MaitaFranco 1987) (Lopez-A. 1996a) (Lamborot et al. 1995) (Lamborot et al. 1995) peas (Lamborot et al. 1995) unknown (Alcala-C 1978a) unknown (Alcala-C 1978a) Potato (Sanchez-V. and MaitaFranco 1987) onion parasitizes a number of lepidoptera (Lamborot et al. of agricultural importance in 1995) Argentina and Uruguay, and parasitizes noctuids in diverse crops Type Order Family Genus Species Stage attacked Country Crop 77 Insect Diptera Tachinidae Incamyia chilensis larva Chile tomato Insect Diptera Tachinidae Incamyia chilensis larva Chile broad bean Insect Diptera Tachinidae Incamyia chilensis larva Chile peas Insect Diptera Tachinidae Incamyia species larva Peru unknown Insect Diptera Tachinidae Patelloa similis larva Peru unknown Insect Diptera Tachinidae Patelloa spp. Peru Potato Insect Diptera Tachinidae Peleteria robusta Peru unknown Insect Diptera Tachinidae Peru Potato Peru unknown Peru Potato larva Comments Insect Prosopochaet a setosa Prosopochaet Diptera Tachinidae a setosa Insect Diptera Tachinidae Trichophorop sis spp. Insect Diptera Tachinidae Winthemia ignobilis larva Chile broad bean Insect Diptera Tachinidae Winthemia species larva Peru unknown Insect Diptera Tachinidae Winthemia spp. Peru Potato Chile 5-6 species where there is intense and continuous use of high dosages of residual insecticides - in a contiguous valley with lower inseticide use, 15+ Tachinid alfalfa species. Insect Diptera Tachinidae larva Reference (Lamborot et al. 1995) (Lamborot et al. 1995) (Lamborot et al. 1995) (Alcala-C 1978a) (Alcala-C 1978a) (Leyva-O. and Sanchez-V. 1993) (Alcala-C 1978a) (Sanchez-V. and MaitaFranco 1987) (Alcala-C 1978a) (Sanchez-V. and MaitaFranco 1987) (Lamborot et al. 1995) (Alcala-C 1978a) (Leyva-O. and Sanchez-V. 1993) (Cortes 1976) Family Genus Species Stage attacked Country Insect Hymenoptera Aphelinidae Encarsia portreri egg Chile onion Insect Hymenoptera Aphelinidae Encarsia portreri egg Chile Insect Hymenoptera Aphelinidae Encarsia portreri egg Chile eggplant broad bean Insect Hymenoptera Braconidae Apanteles spp. larva Insect Hymenoptera Braconidae Apanteles spp. Peru Potato Insect Hymenoptera Braconidae Apanteles spp. Peru Potato Insect Hymenoptera Braconidae Bracon spp. Peru Potato Type Order Crop 78 Insect Hymenoptera Ichneumonidae Campolitis sonorensis Chile Insect Hymenoptera Ichneumonidae Netelia gerlingi larva Chile Insect Hymenoptera Ichneumonidae Netelia gerlingi larva Chile Insect Hymenoptera Ichneumonidae Insect Hymenoptera Ichneumonidae Netelia Thymebatis gerlingi hichinsi larva Chile Chile Insect Hymenoptera Ichneumonidae Thymebatis spp. Peru Insect Hymenoptera Ichneumonidae Thymebatis spp. Peru Comments References (Lamborot et al. 1995) (Lamborot et al. 1995) (Lamborot et al. 1995) (Lopez-A. 1996a) (Leyva-O. and Sanchez-V. 1993) (Sanchez-V. and MaitaFranco 1987) (Sanchez-V. and MaitaFranco 1987) a new species for Chile - parasitized up to 85%. Found in USA parasitizing Spodoptera frugiperda, Heliothis (Machuca et al. unknown virescens, and Heliothis zea. 1989a) (Lamborot et al. onion world-wide distribution 1995) broad (Lamborot et al. bean 1995) (Lamborot et al. peas 1995) alfalfa (Porter 1980) (Leyva-O. and Sanchez-V. Potato 1993) (Sanchez-V. and MaitaPotato Franco 1987) Type Order Family Genus Species Stage attacked Country Comments Mass reared and released for unknown establishment swiss Introduced into Chile by mass chard rearing 79 Insect Hymenoptera Trichogrammatidae Trichogramma brasiliensis Insect Hymenoptera Trichogrammatidae Trichogramma minutum egg Chile Insect Hymenoptera Trichogrammatidae Trichogramma minutum egg Chile tomato Insect Hymenoptera Trichogrammatidae Trichogramma minutum egg Chile broad bean Insect Hymenoptera Trichogrammatidae Trichogramma minutum egg Chile onion Insect Hymenoptera Trichogrammatidae Trichogramma spp. egg Colombia Potato spp. egg/larva Insect Neuroptera Chrysopidaae Chrysopa Chile Crop References (Loo-P and Aguilera 1983) (Lamborot et al. 1995) (Lamborot et al. 1995) (Lamborot et al. 1995) (Lamborot et al. 1995) (Lopez-A. 1996a) (Lopez-A. 1996a) USDA-APHIS REFERENCES Alcala-C P. 1978. Tachinidos parasitos de Copitarsia turbata en el Valle del Mantaro Rev. 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