Research Article |
Corresponding author: Isaac H. Lichter-Marck ( ilichtermarck@berkeley.edu ) Academic editor: Peter de Lange
© 2022 Jose Luis Leon-De La Luz, Isaac H. Lichter-Marck.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Leon-De La Luz JL, Lichter-Marck IH (2022) A new species of Encelia (Compositae, Heliantheae, Enceliinae) from the southern Baja California Peninsula. PhytoKeys 212: 97-109. https://doi.org/10.3897/phytokeys.212.91190
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Here, we describe and illustrate Encelia balandra sp. nov., a new species of Compositae from the Baja California Peninsula. It is rare and known only from the rocky hills around Puerto Balandra and Pichilingüe, inside the bay of La Paz, in the State of Baja California Sur, Mexico. We determine that this new species has affinities with Encelia, based on its suffruticose woody habit, neuter ray florets and compressed disc cypselae with a cleft apex. The taxonomic placement within Encelia is supported by nuclear ribosomal sequence data from two regions, ITS and ETS. We also present detailed photographs, a conservation assessment and a dichotomous key to the Encelia of the southern Baja California Peninsula. Finally, we discuss the uniqueness of Encelia balandra amongst peninsular Encelia and its potential significance for understanding the enigmatic biogeography of this ecologically important genus.
Se ilustra y describe a una nueva especie de Asteraceae, Encelia balandra. Se conoce solo de las laderas rocosas de los cerros próximos a puerto Balandra y Pichilingue, dentro de la bahía de La Paz, en Baja California Sur, México. Encontramos que esta nueva especie tiene ciertas semejanzas con otras de Encelia por su hábito semi-arbustivo, las flores radiales neutras y cipselas comprimidas con ápice hendido. Confirmamos tal condición con datos de secuencia para las regiones ITS y ETS del genoma. También presentamos fotografías detalladas, un evaluación de conservación, y un clave dichotomus para los Encelia de Baja California sur. Se discute la semejanza con las especies peninsulares más cercanas de Encelia, se presenta una clave dicotómica para los taxones australes de la península de Baja California, y finalmente se muestran imágenes detalladas de esta nueva especie.
Asteraceae, Cape region, DNA barcoding, narrow endemism, synantherology, taxonomy
Asteraceae, Código de barras ADN, Micro-endemismo, Región de Los Cabos, Sinanterología, Taxonomía
Encelia Adans is a genus of New World sunflowers nested within tribe Heliantheae, sensu
The Baja California Peninsula harbours the majority of species diversity in Encelia, with nine taxa that fully, or partially, overlap in geographical distribution. The two major subclades proposed by
The Balandra/Pichilingue area is an important recreation destination for residents and visitors of the City of La Paz, in the State of Baja California Sur (BCS), Mexico. A relatively small area of 2,512 hectares were decreed in 2012 as a combined marine and terrestrial area, or Zona de Protección de Flora y Fauna (ZPFF) by the Comisión Nacional de Areas Naturales Protegidas (CONANP) of Mexico. The area encompasses a coastal wetland, composed mainly of intertidal habitats, sand dunes, mangroves and xeric shrubland on the slopes of low mountains and hills. In September 2014, the first author was asked to make a floristic checklist of the ca. 1,000 hectares of terrestrial surface in the Balandra/Pichilingue area as part of an integrated management plan for the protected area. One plant observed during this survey was an uncommon suffrutescent, low perennial herb, in vegetative stage, with characteristics of the Heliantheae alliance of the sunflower family (Compositae). Based on limited sampling of mostly vegetative material, we were able to discern basic characters, such as solitary, terminal capitula on long, scape-like peduncles and receptacular bracts, which led the plant to be determined as Heliopsis Pers. in the checklist, following the taxonomic key in
Heavy rainfall in the early winter of 2019–2020 brought favourable conditions to the Balandra/ Pichilingue area, allowing us to collect suitable material, photograph the plant in flower and fruit and determine the genus of the plant with confidence using dichotomous keys (
Biogeographically, the Balandra or Pichilingue Hills constitute a disjunct fragment of the Sonoran Desert Province (sensu
Range map of Encelia balandra. Geographical location of the study site in Baja California Sur (BCS), Mexico illustrating the Balandra/Pichilingüe Protected Area with a dashed polygon. The dark-grey area marks the zone where 17 plants were located and collected. The light-grey tone shows mountainous terrain. Numbers (1–5) show the distribution of the southern Encelia taxa in Baja California Sur, Mexico.
The exceptional rainy season of winter 2019–2020 made it possible to locate additional individuals of the focal plant in the Balandra Hills. Three populations were located, separated by approximately 800 m, at el Tecolote Beach, the hills of Rancho San Lorenzo and Balandra Beach. Reviewing the collections of undetermined Compositae at HCIB Herbarium (abbreviations following
A careful examination of morphological characters was carried out based on the samples of the vegetative and reproductive material. Morphology was compared with images of all currently recognised minimum rank taxa of Encelia of the Baja California Peninsula and western Mexico in several taxonomic treatments (
Total genomic DNA was obtained from 3–5 silica-dried leaves using a DNeasy plant mini-kit (Qiagen, inc., Valencia, California) following the protocol recommended by Qiagen. To counteract the PCR prohibitive effects of co-precipitated polyasaccharides present in some Asteraceae, genomic DNA was diluted to 1:50 parts with nuclease free water. Amplification and sequencing of the Internal Transcribed Spacer (ITS) region was achieved using primers ITS4 and ITS5 (
Capitulum anatomy, particularly solitary heads erect in fruiting, places this new species with members of the frutescens clade, such as E. frutescens and E. virginensis. Molecular analysis also places the species in alliance with the Frutescens clade. The combination of glabrous, epappose cypselae, strigose hairs, a suffruticose habit and solitary heads are unique to this species.
Line drawings of Encelia balandra sp. nov. A mature branch with basal leaves and terminal peduncle B strigulose indumentum on leaves, also present in peduncles and phyllaries; also, leaf venation pattern C ray floret, neuter D cypsela, note a broad shallow apical cleft and glabrous faces, epappose E palea F disc floret showing silky villous margins of immature achene G anther cylinder, opened out H immature achene/cypsela and style. Art by Danira León C, based on material from JLLL 12900.
Deciduous perennial herb, suffrutescent, up to 40 cm high, with dense foliage when present. Leaves entire, fleshy, alternate, (2–)3 cm long × 1.5(–2) cm wide, ovate-lanceolate in outline, margins crenate, often with 4 conspicuous, symmetric lobes, basal pair larger than distal, petiole short 2–3 mm long, venation supra-basal and imperfect with 1 or 2 pairs of veins, apex acute, indumentum strigulose, eglandular, multicellular trichomes 1 mm, adpressed, with a semi-bulbose base. Solitary Inflorescence, capitula terminal, peduncles naked, 14–20 cm long in bloom, up to 25 cm in fruit. Capitula 2.5–3 cm diameter, heterogamous, radiate; involucre 1.5–2 cm diameter, phyllaries tri-seriate, 6–9 bracts per series, bracts herbaceous lanceolate to ovate-lanceolate, inner slightly larger than outer, inner 7–8 mm long × 2 mm wide, outer 6–7 mm long × 2 mm wide, occasionally villous at the apex, barely connate at base, scarious to touch, persistent after fruiting; receptacle chaffy, slightly convex, 13–15 mm diameter, 4–6 mm high, some paleaes empty < 1 mm long, silky villous; paleaes subtending disc florets, scarious, concave, subulate, acrescent in age, up to 5 mm long × 3 mm wide, barely villous at ends. Ray florets neuter, 12–15, uniseriate, ray limb yellow, ± spathulate to oblong-elliptic in outline, 10(–12) mm long × 6 mm wide, apex 2-toothed, tube 2 mm long. Disc florets perfect, but either hermaphroditic or functionally male, 40–50+, corolla actinomorphic with narrow cylindrical tube 6 mm long, throat cylindrical-funnelform 1 mm long × 1 mm wide; corolla lobes 5, acute, dark in colour, reflexed, tiny oil dots sparse in the inner side; style 5–6 mm long, stigma branches coiled, linear subulate ± 1.5 mm long, surpassing corolla lobes, short pubescent and papillate outside; stamens 5, 4 mm long, surpassing corolla lobes, but not stigma branches, with stiff rhombic-shaped terminal appendage at level of corolla lobes, thinly glandular, sub-auricular at base, filaments distinct, ±2 mm long. Cypselae monomorphic (but some larger than others), 4–5 mm long × 4(-3) mm wide, laterally compressed, obovoid in outline, with a broad shallow apical cleft, margins densely silky villous (immature), at maturity margins with a thin chartaceous edge < 1 mm, faces glabrous, black, smooth in texture, epappose.
Photographs of Encelia balandra illustrating habitat and morphological characters of the capitula and cypselae A habitat on the rocky hills north of Playa Balandra B abaxial view of capitulum showing phyllaries C adaxial view of capitulum showing ray limbs and paleae enfolding disc florets D cypselae. Photos by ILM.
Mexico: Baja California Sur: municipio de La Paz, zona de Protección de Flora y Fauna Balandra, colina adyacente al estacionamiento del Balneario Balandra. 24.324894°N, -110.326251°W, ca. 60 m de elevación, laderas rocosas, 19 de Enero 2020, J.L. León-de la Luz 13007 (holotype: HCIB 31869, isotypes to be distributed UC, MEXU, SD).
Paratypes – Mexico. Baja California Sur: Municipio de La Paz, cerca El Tecolote 6 km al N de Puerto Pichilingue. 24.2000°N, -110.23300°W, ca. 7 m de elevación, 2 de Septiembre 1994, M. Domínguez León 762, HCIB 4740. Municipio de La Paz, Cerro Balandra, 2 km al N de Puerto Pichilingue. 24.323500°N, -110.326700°W, 18 m de elevación, 20 de Enero 1995, M. Domínguez León 959, HCIB 4739. Municipio de La Paz, ladera rocosa cerca de El Pulgero. 24.346067°N, -110.270051°W, 8 m de elevación, 20 de Enero 1995, J.L. León de la Luz 7517, HCIB 5127. Bahía de La Paz, Sierra Riolítica, Cerro Manglar El Merito. 24.301191°N, -110.324712°W, 28 m de elevación, 22 de Noviembre 2013, J.L. León de la Luz 11891, HCIB 624. Bahía de La Paz, Zona de Protección de Flora y Fauna Balandra, Cerro adjunto al Tecolote. 24.3406634°N, -110.304868°W, 15 m de elevación, 10 de Octubre 2019, J.L. León de la Luz 12900, HCIB 31868. Municipio de La Paz, Playa El Tecolote, cerrito al extremo Este de la playa. 24.341095°N, -110.304525°W, 16 m de elevación, 1 de Octubre 2022, J. L. León de la Luz 13125.
Balandra Beach is an emblematic place near La Paz, the capitol city of Baja California Sur, which is considered by many to be one of the most scenic beaches in all of Mexico.
This species is known only from the hills of the Balandra/Pichilingue area, where a total of 20 documented individuals occur over an area of no more than 500 hectares. E. balandra grows on coarse gravelly soils to bare rocky outcrops on the slopes of the hills. Some plants were documented on gravelly soil in the immediate vicinity of the seashore. Some insect visitors observed actively pollinating the plants were bees (Apidae), hoverflies (Syrphidae) and wasps (Hymenoptera).
E. balandra is a new species described from an area that is an important touristic destination. The area currently faces pressure due the growing influx of local and international visitors, which spend time either at the beaches or hiking in the hills. Thus far, 20 individuals of E. balandra have been found. Taxonomic resolution of this new species lays the foundation for more targeted surveys to illuminate its population status, environmental restrictions and threats from anthropogenic pressures. Until more information about its status is collected, E. balandra should be categorised as data deficient (DD) under the IUCN current guidelines for Categories and Criteria (
E. balandra is herbaceous with a woody taproot. Leaves appear to grow opportunistically in response to late summer, autumn or early winter rainfall. The peduncle and its capitulum, or head, reach anthesis some 20–30 days after a heavy rainfall, when foliar growth ceases. Some inflorescences and fruits could be present in the early autumn after summer rainstorms, but vigorous flowering also occurs if enough early winter rain is present.
To understand phylogenetic affinities of E. balandra, we used the Internal Transcribed Spacer (ITS) and External Transcribed Spacer (ETS) of nuclear ribosomal DNA. Both spacers are commonly employed in fine-scale studies of angiosperm relationships and this region has been used for understanding relationships amongst closely-related species within Enceliinae (
Phylogenetic position of Encelia balandra. Maximum Likelihood phylogeny of subtribe Enceliinae, based on a combined data matrix of Internal Transcribed Spacer (ITS) and External Transcribed Spacer (ETS) regions derived from the molecular phylogenetic study of
With the addition of this new species, Encelia includes 16 species and five varieties (
The limited DNA sequence data included in the current study resolves E. balandra as a sister lineage to the Frutescens clade with moderate statistical support (bs = 80). Morphological affinities between E. balandra and the Frutescens clade include erect fruiting heads and multicellular strigose trichomes (
Finally, we present a dichotomous key, considering morphological data (Table
Comparison of morphological traits of Encelia balandra with other Encelia of southern Baja California. (data from:
Character/ Taxon | Encelia balandra | Encelia conspersa | Encelia farinosa var. radians | Encelia farinosa var. phenicodonta | Encelia palmeri |
---|---|---|---|---|---|
Size (cm) | < 60 cm tall | < 120 cm tall | < 170 cm tall | < 170 cm tall | < 120 cm tall |
Growth habit | Suffruticose perennial | Suffruticose perennial | Woody shrub | Woody shrub | Suffruticose perennial |
Receptacle dimensions (height × diameter [mm]) | 4–6 × 13–15 | 4–5 × 10–12 | 2 × 3–4 | 2 × 3–4 | 8–10 × 10–20 |
Leaf | |||||
Texture | Strigose | Hispid to pubescent, canescent | Glabrate | Silvery tomentose | Hispid canescent |
Trichome length (mm) | 1 | 1 | - | < 1 | < 1 |
Lamina shape | Ovate lanceolate | Obovate | Lanceolate to ovate | Lanceolate to ovate | Broadly ovate |
Lamina size (length × width [cm]) | 3 × 1.5 | 3.5 × 2.5 | 8 × 4 | 7 × 4 | 3.5–4 × 3.5 |
Margin | Crenate and lobate | Entire | Dentate and undulate | Entire and undulate | Sparsely dentate |
Petiole length (mm) | 2–3 | 4–10 | 10–40 | 10–40 | 3–10 |
Peduncle length (cm) | 20–25 | 8–12 | 15–25 | 15–25 | 6–8 |
Capitulum position | Terminal | Terminal and axillary | Terminal | Terminal | Terminal and axillary |
Capitula number | Solitary | 1(2) | 5–10 | 5–10 | 2–5 |
Phyllary shape | Lanceolate to ovate-lanceolate | Linear lanceolate to narrowly ovate | Lanceolate (outer) to ovate-lanceolate (inner) | Lanceolate (outer) to ovate-lanceolate (inner) | Linear to lanceolate |
Ray floret number | 10–12 | 12–14 | 11–18 | 11–18 | 14–16(–18) |
Ray floret dimensions (length × width [mm]) | 10 × 6 | 7–10 × 6 | 7–11 × 6 | 7–11 × 6 | 8–10 × 6 |
Cypsela | |||||
Shape | Obovoid | Linear-lanceolate | Obovate and emarginate | Obovate and emarginate | Obovate |
Dimensions (length × width [mm]) | 5 × 4 | 3 × < 1 | 4.5 × 1 | 4.5 × 1 | 4.5 × 1 |
Texture | Faces glabrous when mature on margin and sides. | Villous marginally, faces pubescent | Margins villous with silky hairs | Margins villous with silky hairs | Villous marginally and sparsely on faces |
1 | Flowering panicle 1–2-branched, each branch monocephalous | 2 |
– | Flowering panicle 2–4-branched, each up to 5–10 capitul | 3 |
2 | Leaf and peduncle indumentum hispid, with canescent hairs | Encelia conspersa |
– | Leaf and peduncle indumentum strigose, with conspicuous trichomes | Encelia balandra |
3 | Leaves typically broadly ovate; ray florets 14–18(–20) | Encelia palmeri |
– | Leaves typically lanceolate; ray florets 10–12(–14) | 4 |
4 | Disc floret corollas blackish; leaf blades glabrate and green; phyllaries glabrate | Encelia farinosa var. radians |
– | Disc floret corollas purplish; leaf blades persistently white farinose; phyllaries puberulent | Encelia farinosa var. phenicodonta |
We are grateful to Jon Paul Rebman (SD) for the evaluation of this new taxon and for mentorship to ILM. Danira León Coria prepared the illustrations, Alfonso Medel Narváez the maps. Sophia Winitsky and Felipe Zapata provided support to ILM and Nick Marck provided a key technical assist. We also greatly appreciate the participation of HCIB colleague Raymundo Domínguez. The plant material was collected under the Scientific Collection License granted to JLLL by the Directorate General of Wildlife, No. SGPA / DGVS/ 11324 / 13. ILM’s training in Baja California was supported by the Annetta Carter scholarship of the California Botanical Society. We express our gratitude to Peter de Lange and one anonymous reviewer for comments that improved the quality of this manuscript. The authors declare no competing interests. Publication made possible in part by support from the Berkeley Research Impact Initiative (BRII) sponsored by the UC Berkeley Library.