First record of Sclerocactus papyracanthus (Cactaceae) in Mexico

Primer registro de Sclerocactus papyracanthus (Cactaceae) en México

Juan Pablo Ortiz-Brunel

Universidad de Guadalajara, Mexico

Aldo Delladdio

Via Tolomei, Italy

Ricardo Daniel Raya-Sánchez

Instituto Tecnológico de Roque, Mexico

Cristian Pérez-Badillo

Autor Independiente. Calle Azucenas 102, Col. Colinas del Sur, 76900 Querétaro, Querétaro, Mexico., Mexico

Iván Zurita-Suárez

CAAFF Consultoría Ambiental, Mexico

Joel Flores joel@ipicyt.edu.mx

IPICYT, Mexico

The genus Sclerocactus Britton & Rose (Cactaceae) comprises small globose to subcylindrical-stemmed plants with naked or slightly scaled fruits and tuberculate seeds (Porter et al., 2000). The name of the genus derives from the Greek scleros (“hard” or “cruel”) and refers to “the formidable hooked spines” that most of the species develop (Anderson, 2001). The plants have a low growth rate, are mostly solitary and reach sizes of 1.8-15 cm width and 1-40 cm height. The epidermis is pale green to dark green and occasionally glaucous (Heil and Porter, 1994).

Following the new circumscription proposals for Cactaceae (Korotkova et al., 2021), Sclerocactus includes 27 taxa, mainly distributed in the western and southwestern United States of America (USA) and northern Mexico (Porter et al., 2000; Hernández and Gómez-Hinostrosa, 2011). These cacti occur in dry regions in the states of Arizona, California, Colorado, Nevada, New Mexico, and Utah in the USA, and in northern Mexico in the states of Coahuila, Chihuahua, Durango, Nuevo León, San Luis Potosí, Sonora, and Zacatecas, at altitudes that range from 500 (California) to 2500 m (Utah) of elevation (Hochstätter and Holland, 1995; Hernández and Gómez-Hinostrosa, 2011). Sclerocactus species tend to grow in small, scattered populations in dry highland deserts (Heil and Porter, 1994). The dominant vegetation in these habitats consists of xerophilous scrubland and grassland, as well as sparse pine woods (Hochstätter and Holland, 1995; Porter et al., 2000). Most of the species have very restricted populations that have been adversely affected by illegal collecting and destruction of their habitats (Anderson, 2001).

Some Sclerocactus species endemic to the USA have populations situated near the border with Mexico, as for example Sclerocactus polyancistrus Britton & Rose and S. papyracanthus (Engelm.) N.P. Taylor (Benson, 1982). None of the aforementioned species had been found in Mexico; nevertheless, S. papyracanthus was recorded approximately 100-150 km away from the border with Mexico (Powell and Weedin, 2004).

Sclerocactus papyracanthus is a solitary plant with globose-elongated or cylindrical stems that can grow up to 7.5 cm long and 2 cm in diameter. The species can be easily distinguished by its long (2-3.5 cm) papyraceous and flattened (several times broader than thick) central spines (Benson, 1982). It presents “dead grass mimicry” because the central spines resemble in shape and coloration the dry, dead leaves of grasses (Wiens, 1978).

Sclerocactus papyracanthus grows in or near rings of the grama grass Bouteloua gracilis (Kunth) Lag. ex Griffiths (Poaceae) and the plants are usually unnoticed because “the spines seem like the dried leaves of grass” (Vincent and Lutonsky, 1995). Therefore, this species is known as grama grass cactus, paper-spined cactus, and paper-spine pincushion cactus (Anderson, 2001). The grama grass and some shrubs protect S. papyracanthus from grazing (Vincent and Lutonsky, 1995), and this cactus tends to grow shorter than the surrounding protective vegetation, so a nursing plant effect occurs (Flores and Jurado, 2003).

Sclerocactus papyracanthus is found in small groups that are unevenly dispersed (Klein, 1995). It inhabits grasslands in pinyon-juniper woodlands at 1500-2200 m a.s.l., but is usually also located in sandy and saline soils in open flats in grasslands (Heil and Porter, 2001). The species occurs in Arizona, New Mexico, and Texas, very close to the border with Mexico (Benson, 1982). Because northern Mexico has some similar habitats close to the border with the USA, Hernández and Gómez-Hinostrosa (2011) suggested that S. papyracanthus could be located in the country, particularly in the state of Chihuahua, but the species had not been reported in the scientific literature for this state (Lebgue-Keleng and Quintana-Martínez, 2013).

Citizen science platforms have been demonstrated to play a very important role in terms of biodiversity documentation (Spear et al., 2017; Soteropoulos et al., 2021; Alvarado-Cárdenas et al., 2023), and the case of S. papyracanthus is not an exception. In 2020, the first record of a putative individual of the species was uploaded to the Naturalista platform (Naturalista, 2020a; 2020b). Due to the mimicry of the species and the difficult access to the place where the plant was found, until now it had not been possible to obtain additional information about the ecology of the species in the country. Following an exploration in early 2023 in the municipalities of Ascensión and Juárez in Chihuahua, Mexico, that resulted in the discovery of a well established population of S. papyracanthus, here we confirm the presence of the species for the country. We aim to describe the species morphology, its ecological characteristics, and to document it with herbarium specimens, photographs, and illustrations.

We undertook two explorations to Chihuahua in 2023 to the surroundings of the putative first sighting of S. papyracanthus in the municipalities of Juárez and Ascención, in the state of Chihuahua, Mexico (Naturalista, 2020a). However, the cactus population was only located in Ascensión. The first expedition occurred in early March and aimed to find at least one plant. This took two hours of searching in an area of about 24 km². Once a population was located, the second expedition occurred in early April and had as objectives to find the plants in flower and to approximate the size of the population. This second visit took about six hours of exploration in the same area of 24 km². Because the ecological preferences of the species in Mexico were unknown, the plants were searched in the area by a broad search.

During the expeditions, we photographed with a metric scale all the individuals that were morphologically related to S. papyracanthus. Also, based on their size, the individuals were catalogued into seedling (<1 cm), young (1-3 cm), or adult plants (>3 cm). All the main morphological traits, such as stem length and width, radial and central spines length and width, and perianth segments size were measured in situ using an electronic vernier (Absolute AOS Digimatic, Mitutoyo, Japan).

The description of the species was complemented with measures of the tubercles, areoles, and the reproductive whorls of the flower using scaled photographs taken with a digital camera (Rebel T7, Canon Inc, Tokyo, Japan) and the ImageJ program (Schneider et al., 2012; ImageJ, 2023). Because the number of plants found was low, we collected only two individuals to prepare herbarium specimens which were deposited in the Universidad de Guadalajara, Luz María Villarreal de Puga herbarium (IBUG) and in the Universidad Nacional Autónoma de México, Herbario Nacional de México (MEXU) (acronyms according to Thiers, 2023).

We used morphological descriptions of S. papyracanthus (Benson, 1981, 1982; Heil and Porter, 2001) to corroborate the determination of our sightings and collections. Once the plants were determined, we searched digital herbarium collections from MEXU and the Arizona State University Vascular Plant Herbarium (ASU) to ensure that it still was the first record of the species in the country. Also, for this purpose, we consulted floristic literature for the study area (CONANP, 2013; Lebgue-Keleng and Quintana-Martínez, 2013; Barajas et al., 2014). Finally, we followed the descriptive format of S. papyracanthus of Benson (1982) to present the morphological characters of this species in Mexico.

A distribution map was prepared in QGIS v. 2.14.3 (QGIS Development Team, 2018). The precise point of the location was omitted and the entire municipality of Ascensión, Chihuahua, was highlighted to represent the possible range of distribution of the species. To avoid poaching, we also omitted the complete details of the locality and presented only general information about the habitat and the location of the species.

Our morphological comparison and literature revision supported that this is the first record for Sclerocactus papyracanthus in Mexico (Fig. 1). This record is located in the municipality of Ascensión, Chihuahua. In the first visit, four adult plants were sighted in two hours. In a second visit to the area, we found 38 plants in a single but extensive locality. According to our size classification, twenty-three individuals were catalogued as seedlings, two as juveniles, and 13 were adults. Most adult plants were flowering, and we also documented this phenomenon in two juvenile individuals (Fig. 1H).

Figure 1:
Sclerocactus papyracanthus (Engelm.) N.P. Taylor in Mexico. A-C. plant size; D. fruit size; E-K. plants in habitat.

Derived from this, we present the description of the individuals of S. papyracanthus in its first recorded population for Mexico.

Taxonomy

Sclerocactus papyracanthus (Engelm.) N.P. Taylor, Bradleya 5: 94. 1987. Figs. 1, 2.

Figure 2:
Sclerocactus papyracanthus (Engelm.) N.P. Taylor. A. habit; B. flower; C. areole with spines and longer central spine; D. dry flower, fruit, and seeds. Illustrator: Cristian Pérez Badillo.

≡ Mammillaria papyracantha Engelm., Mem. Amer. Acad. Arts ser. 2, 4: 49-(-50). 1849. TYPE: UNITED STATES OF AMERICA. New Mexico, in a valley between the lower hills near Santa Fe in loose sandy red soil, 15.V.1847, A. Fendler 12 (holotype: MO-313109!; isotype: GH-00267757!).

≡ Echinocactus papyracanthus (Engelm.) Engelm., Trans. Acad. Sci. St. Louis 2: 198. 1863.

≡ Toumeya papyracantha (Engelm.) Britton, Rose & M.P. Berg, Cact. Succ. J. (Los Angeles) 12: 101, descr. emend. 1940.

≡ Pediocactus papyracanthus (Engelm.) L.D. Benson, Cact. Succ. J. (Los Angeles) 34: 61. 1962.

Roots fleshy; stems solitary, elongate, obconical-cylindroid, 2.5-5.5 cm long, 1.5-2 cm wide; tubercles elongate-mamillated or conical, 3-5 mm long, 4-6 mm wide; areoles 1-1.5 mm wide; central spines 1(-3), 21-42 mm long, whitish or pale brown, changing to gray, flexible, most of them curving upward, 1.4-2.5 mm wide at the base, subulate, markedly flattened, midrib evident on ventral side, margins slightly puberulent; radial spines ashy white or gray, never pale brown, flexible, 6-8 per areole, 3-6 mm long, 0.5-1 mm wide, straight, flat, the lower one 5-8 mm long, 1-1.5 mm wide, conspicuously flat; flower 2-2.5 cm wide, 2-3.2 cm long; external perianth segments with purplish-to reddish-brown midribs and nearly white margins, the larger spathulate, to 25 mm long, 3-4 mm wide, apically obtuse, scarious; internal perianth segments white with brownish midribs, oblanceolate, 20-30 mm long, 4-5 mm wide, acuminate, entire; filaments whitish, 6-9 mm long; anthers whitish, 1 mm long, style greenish, 18-20 mm long; stigmas 5, 1-1.5 mm long; ovary 3-4 mm long; fruit green when young, becoming green-purplish when mature, with a few scales in the upper portion, subglobose, 6-10 mm long, to 4-6 mm wide; seeds black, obovoid, flattened, 2.5-3 mm long, 3 mm wide, 1-1-5 mm thick.

Examined specimen: MEXICO. Chihuahua, municipio Ascensión, 1200 m, 8.IV.2023, J. P. Ortiz-Brunel et al. 1785 (IBUG, MEXU).

Habitat: in Mexico, Sclerocactus papyracanthus is known from a single but wide locality in the state of Chihuahua at an elevation of approximately 1200 m (Fig. 3). It inhabits salt flats covered by grasslands mainly composed of Bouteloua gracilis and B. hirsuta Lag. (Fig. 1F). The plants are always located very close to or inside the grass colonies. Also, it shares its habitat with other cacti such as Coryphantha macromeris (Engelm.) Lem., C. robustispina (A. Schott ex Engelm.) Britton & Rose, Echinocereus fendleri (Engelm.) Sencke ex Haage, and Opuntia arenaria Engelm.

Figure 3:
Municipality where the only known population of Sclerocactus papyracanthus (Engelm.) N.P. Taylor in Mexico is located.

Phenology: during the early March visit, we detected small buds on all the plants, but no flower was fully developed. In early April, immature fruits, fresh and dried flowers, and small buds were found. Hence, it is possible that S. papyracanthus in Mexico flowers in March and April (and perhaps May) and fruits from April to July. This observation must be considered carefully since we are estimating this based only on the size and number of developing buds and the time that occurred between the visits.

Hernández and Gómez-Hinostrosa (2011) stated that it was very feasible that S. papyracanthus occurred in the state of Chihuahua in Mexico (Fig. 3). This species has a clear affinity to grasslands in pinyon-juniper woodlands (Heil and Porter, 2001). However, it is known that it also occurs in sandy, saline, or gypsum flats within grasslands, particularly in the Texas populations most closely situated to the border with Mexico (Powell and Weedin, 2004). This new record from Mexico is also located in salt flats within a grassland, just as is the case in the nearest USA populations (Benson, 1981; Powell and Weedin, 2004). It is quite possible that other populations of the species occur in Mexico, particularly in Chihuahua. The northern portion of this state includes many areas with the optimal characteristics for the species, but extensive exploration may be required to locate additional populations, especially given how difficult it can be to find these plants (Vincent and Lutonsky, 1995).

We found two juvenile individuals (1.2-1.5 cm tall) of S. papyracanthus flowering (Fig. 1H). This interesting phenomenon in which individuals are capable of sexual reproduction while they present juvenile morphology is called neoteny (Kordyum and Kravets, 2021). This has previously been documented in cacti from the genera Escobaria Britton & Rose (Breslin, 2012), Pediocactus Britton & Rose (Baker and Cloud-Hughes, 2022), and Turbinicarpus (Backeb.) Buxb. & Backeb. (Anderson, 2001; Mosco, 2009). In addition, Porter et al. (2000) considered neoteny as the retention of juvenile traits throughout the life of the plant. They mentioned neotenic stems in Sclerocactus (small, depressed-globose, bearing tubercles but no ribs; the spines are short and have few or no hooked central spines), but did not explain if these plants developed flowers and fruits. As far as we know, this is the first record of neoteny for S. papyracanthus, but more research is needed to better understand the reproductive ecology of this species.

With the addition of S. papyracanthus to the flora of Mexico, there are now eight species of the genus recorded in the country, of which five are known for the state of Chihuahua (Korotkova et al., 2021). Sclerocactus papyracanthus is easily distinguished from any other species of the genus by the presence of long papyraceous and flattened central spines that resemble the dry leaves of the grasses. There is no other species of this genus that develops such long spines (Benson, 1981; Heil and Porter, 2001).

Even though we found only 38 plants, we believe that the population has more individuals but, as stated by Benson (1981), the ecological preferences of the species make it very difficult to find them. However, we only sampled a small portion of the first locality, and it is quite possible that the species is widespread in the region. More exploration in northern Mexico is needed to complement the information about the occurrence and ecological preferences of S. papyracanthus in the country and perhaps for documenting other species of Cactaceae reported in the southwest USA but not in Mexico.

We thank two anonymous reviewers, the Editor in Chief, and the Associated Editor Rosario Redonda-Martínez, whose observations and comments improved the quality of the manuscript.