Monarch Watch Blog

Monarch Listing Announcement Expected Next Week

26 November 2024 | Author: Kristen Baum

monarch

The monarch butterfly was petitioned for listing under the Endangered Species Act in August 2014. The United States Fish and Wildlife Service (USFWS) issued a “warranted, but precluded” decision in December 2020, which designated the monarch as a candidate species until a final decision is made. The USFWS is expected to announce that decision, likely as a proposed rule, by Dec. 4, 2024. There are three possible outcomes, including not warranted for listing, threatened, or endangered. An endangered proposed ruling would involve an automatic set of prohibitions, whereas a threatened proposed ruling would likely include a proposed 4(d) rule to modify or exempt some prohibitions based on monarch-specific conservation needs. A public comment period, typically 60 days, will follow the proposed ruling. The USFWS will issue a final rule within twelve months after the end of the comment period.

A recent example of a proposed rule is for the regal fritillary, which includes a proposed endangered listing for the eastern regal fritillary (the eastern subspecies) and proposed threatened listing for the western regal fritillary (the western subspecies), including a 4(d) rule for the western regal fritillary. The comment period closed on Oct. 7, 2024, and you can view the comments that were submitted. You will notice that the proposed 4(d) rule for the western regal fritillary allows for routine livestock operations and other activities, but specifies blade heights for brush control, return intervals for prescribed fire, etc. Many of the submitted comments focus on the implications of these specifications for geographic locations and contexts, including best management practices.

Reviewing the comments for the regal fritillary proposed rule may be helpful for those who plan to provide comments about a proposed ruling for the monarch. There is also a document on “Tips for Submitting Effective Comments” posted by the Forest Service on Regulations.gov. Some important points from that document are 1) state the issue(s) within the rule that you are commenting on, 2) provide clear and concise comments including, 3) include pros, cons, trade-offs, examples, explanations, alternatives, etc., when relevant, 4) include a description of your background and qualifications to provide context for your comment(s), and 5) a well-written comment may be more effective than many form letters. Examples of how comments are addressed by the USFWS in final rulings can be found on the Federal Register, such as the final rule for the silverspot butterfly.

Regardless of the outcome of the listing process, we know that there continues to be cause for concern about the monarch population even with numerous ongoing voluntary conservation efforts. We need to do more to support monarchs. That means increasing the amount of monarch habitat we are creating each year, enhancing existing habitats to increase their value for monarchs, and decreasing the amount of monarch habitat that is lost each year. There are many groups and organizations supporting current efforts, but we need to expand that network to include even more people.

Join Monarch Watch in creating habitat to support monarchs and their spectacular fall migration. Please share information within your communities about creating Monarch Waystations. Encourage people, schools, and other organizations to apply to our Free Milkweeds for Schools & Educational Non-Profits and Free Milkweeds for Restoration Projects programs. If you are interested in sponsoring free milkweeds to increase the number we can give away, please reach out to let us know as we are currently in the process of working with our partner nurseries to set grow goals for 2025. The Milkweed Market will open in January 2025 for ordering milkweeds for spring planting.

Additional Reading about the Upcoming Proposed Rule Announcement
Monarch Joint Venture: United States Endangered Species Act Status
Iowa Monarch Conservation Consortium: What if the monarch butterfly is listed as threatened? Understanding options with 4(d) rules
Farmers for Monarchs: ESA Listing Decision Toolkit


Photo by Ryan Balter on Unsplash

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Join the 29th annual Symbolic Monarch Migration!

4 September 2024 | Author: Monarch Watch

Symbolic Monarch Migration logoEvery year, thousands of paper monarchs fly south to Mexico alongside the real monarchs, though with a slightly different pathway. Monarch butterflies only weigh about 0.5 grams, and these paper ones are just as light. The paper butterflies are part of the Symbolic Monarch Migration, which connects students in Canada, the U.S., and Mexico to teach them about monarch butterflies and their annual migration. Students from Canada and the U.S. send paper butterflies to students in Mexico in the fall and learn all about the migration. The monarchs are brought to students in Mexico, along with letters from other students and lessons on monarch conservation. The monarchs are sent back north in the spring, ending up in different locations like the real monarch migration. Students learn not just about monarchs, but cooperation across countries, and it is a great opportunity to make new connections. Since the program took flight in 1996, more than 13,000 groups have participated, and more than half a million paper butterflies have followed the monarchs on their amazing long-distance migration. Just last year there were over 25,000 participating youth from the U.S. and Canada.

The Symbolic Monarch Migration has been coordinated by Ms. Susan Meyers since 2018. Ms. Meyers is one of our long-time Monarch Conservation Specialists. She is supported by a team of volunteers with Monarchs Across Georgia (MAG) which is a committee of the Environmental Education Alliance of Georgia. Ms. Meyers has been an advocate for monarchs ever since she visited the Mexican overwintering sites in 2003. Now, she uses her experience to facilitate educator workshops using the Monarchs & More curriculum, as well as incorporating community science projects like the Monarch Larva Monitoring Project, Journey North Tracking, Project Monarch Health, and the Monarch Watch tagging and Waystation programs. She has organized visits to the overwintering colonies since 2004 and initiated the Mexico Book Project to bring books written in Spanish to schools near the sanctuaries. She is currently a Georgia Master Gardener, Master Naturalist, and a certified Pollinator Steward with the Pollinator Partnership. Ms. Meyers was awarded the Conservation Partner Award for her work with monarchs at the 2015-16 Southeast Regional Director’s Honor Awards Ceremony, and she continues to play a big part today.

Ms. Estela Romero is another critical member of the Symbolic Monarch Migration team. As a certified English teacher living in Mexico, she acts as a key link for many collaborative programs. The Symbolic Monarch Migration was at first just an exchange of paper butterflies between students, but when Ms. Romero began delivering the butterflies to students in Mexico, she started teaching environmental lessons at the same time. Many of these students live in remote areas without good internet access. Ms. Romero brings together students in Mexico with those in the United States and Canada through her blog posts and school visits and expands her lessons beyond just monarchs. In total she visits over a thousand students in Mexico every year. She also has submitted countless reports to Journey North on the activity of monarchs at the overwintering colonies, documenting significant colony activity, weather events, and more through her writing and photos. Her contributions to monarch conservation have been invaluable.

Here’s how to get involved with the Symbolic Monarch Migration:

Purchase a Passenger Ticket

Passenger Tickets help cover the cost of the program, including school visits to Mexico to deliver the butterflies and provide conservation education. There should be one Passenger Ticket per Ambassador Folder, which is intended for roughly 30 participants. If you sign up as an Early Migrant, the fee is reduced from $20 to $15. Early Migrants must purchase their passenger ticket and mail their Ambassador Folder and life-sized butterflies by September 30th to receive the discount. You can purchase passenger tickets online at the EE Alliance’s Website. Be sure to visit the Symbolic Migration webpage for the full details and read through the Team Leader Packet for the 2024-25 season.

Supporting Activities

Check out the educational activities listed on the Journey North webpage! You can use the activities as a tool to help teach students about not just monarch butterflies, but also about ambassadorship and cooperation across countries. The list is not meant to be exhaustive, but to provide ideas on how best to approach the topic with students. Journey North also has tracking maps for monarchs and links to many other great resources.

Create an Ambassador Folder

Use one of the templates provided in the leader packet to create an Ambassador Folder or create a completely original design! Ambassador folders will hold the paper butterflies and letter sheet. Each Ambassador Folder should be personalized with decorations or a message to the students in Mexico. These folders will stay with the students in Mexico.

Make Life-Size Butterflies

You have access to a template in the leader packet to create paper butterflies for all the participants in your group. You may want to fill in information digitally and leave just the name blank for students to fill in. Please do not laminate them. These butterflies will travel to Mexico, but when they are sent north in the spring, they may not return to the same students, just as monarch butterflies may not fly the same path in the fall and spring. Leaders of each participating group should use the information on each butterfly to inform team leaders from other groups about where their butterflies ended up.

Fill out the Letter Sheet

Fill out the blanks in the letter sheet provided in the leader packet. Mark where you live and draw an arrow to show your monarchs’ migration path. You can also choose to add an extra group photo, postcard, or letter (letters should be written in Spanish).

Mail the Monarchs!

Put everything into the Ambassador Folder and mail your monarchs to the address below. Don’t forget to include a copy of your Passenger Ticket. Do not mail payments to this address. Payments can be made via credit card online or mailed to the address included on the online form.

Send a Monarch to Mexico!
c/o Symbolic Migration
1497 Candleberry Court SW
Lilburn, GA 30047 USA

Learn more about monarchs using the provided resources once you’ve sent your paper monarchs! They will be delivered to students in Mexico from November to March. You can check if your butterflies have arrived, as well as see the blog posts by Ms. Romero at the Symbolic Migration’s school visit webpage. Butterflies will return to the U.S. and Canada from April to May. These butterflies will not be the same ones you sent. Please contact the team leaders listed on each paper butterfly, as their students will be waiting to hear where their monarchs ended up.

Summarized Timeline

September 30th: Deadline for Early Migrants, including reduced fee.

October 18th: Final postmark deadline for mailing folders.

November-March: Butterflies are delivered to Mexico. See the website for updates and more monarch news.

April-May: Butterflies are sent back north to students. Please contact other team leaders directly to share news on where their butterflies landed.

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Monarch Population Status

20 August 2024 | Author: Chip Taylor

Tagging will tell

As you may recall, I posted three reports on the development of this years’ monarch population from 1March to 10 June to the Monarch Watch Blog (see below). I stopped reporting in early June due to the lack of meaningful monarch observations that can be used to track how the population is developing. There is weather data to work with, but the temperatures seemed ok so I ignored the rainfall which had already been excessive. That was a mistake. Rainfall, if it persists for days – and it did over wide areas – can make a difference by limiting the number of hours and days during which females can lay eggs. In other words, it can reduce realized fecundity because there are only so many days in a female’s life and there is no way to fully recover from time lost. This idea is covered in a paper by Zalucki and Rochester (2004). The overall effect of delayed and reduced oviposition in June would be a reduction in the number of second-generation adults that emerge in July, and that, in turn, could result in a reduction of the number of offspring that become third and fourth generation migrants in August and September.

Most of the monarchs in each migration originate from breeding areas north of 40N latitude – imagine a line from St Joseph, Missouri to Philadelphia, Pennsylvania. We have learned from recovered tags that timing of departure and geographic origin of each migrant largely determines whether it will reach the overwintering sites in Mexico. It’s important to be early, or at least on time, relative to the timing of migrations under average weather conditions. This migration could be late. The “tagging will tell”, but to assess lateness, we will need taggers to extend their tagging efforts as late as possible into the migration.

As most of you know, the size of the last generation is a function of the number of eggs laid from about 20 July to 5-10 August as well as the quality of the milkweeds and the weather. The adults from that oviposition typically emerge throughout August into early September. This year the emergence could be delayed due to a cold front that moved into the northern breeding area starting on the 4th of August. Overnight temperatures dipped into the 50s in many areas limiting the number of hours for larval development. It’s possible that development has been pushed back by at least 10 days. This means that monarchs that would normally be on the wing in early to mid-August are still larvae or pupae at this writing (19 August). Hopefully, that’s the case, and we are simply dealing with a late emergence and migration.

This has happened before. The temperatures in August 2004 in Minnesota and the Upper Midwest were the lowest in the 30year record. The migration was extraordinarily late and the number reaching Mexico was lower than expected. Again, tagging will tell if that outcome is duplicated during this migration.

Oh, and there is one more thing. Significantly higher-than-average September temperatures have occurred in 17 of the last 30 years and in 13 of those years, the population has decreased from that of the previous year. These high temperatures also delay migrations. Elevated September temperatures have occurred in 6 of the last 8 years and are becoming the new normal. Should such conditions occur again this September, those could also reduce the number of monarchs arriving at the overwintering sites.

References
Taylor, O. R. 2024. Monarch population development in 2024: Part 1.
monarchwatch.org/blog/2024/04/02/monarch-population-development-in-2024-part-1

Taylor, O. R. 2024. Monarch population development in 2024: Part 2.
monarchwatch.org/blog/2024/05/23/monarch-population-development-in-2024-part-2

Taylor, O. R. 2024. Monarch population development in 2024: Part 3.
monarchwatch.org/blog/2024/06/28/monarch-population-development-in-2024-part-3

Zalucki, M.P. & Rochester, W.A. (2004) Spatial and temporal population dynamics of Monarchs down-under: lessons for North America. The Monarch Butterfly: Biology and Conservation (ed. by K. Oberhauser and M. Solensky), pp. 219–228. Cornell University Press, Ithaca, New York.

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Monarch population development in 2024: Part 3

28 June 2024 | Author: Chip Taylor

The expectations were low at the beginning of this breeding season. The overwintering numbers were the second lowest in the record (0.9ha), and it was reasonable to expect low numbers of monarchs to return from Mexico in March. It was easy to envision that, like in 2013 (the lowest population recorded at 0.67ha), it would take several years for the population to recover. As expected, the early numbers of returnees were low, but they were early and that was a positive sign that the population might recover. That was followed by more positive sign of recovery in Part 2 and even more in the text that follows. At this date in the middle of June, it seems safe to say that the numbers indicate that the growth of the population this year is comparable to that of most populations since 2015. The recovery to this point is nothing short of extraordinary and is a testament to the monarch’s resilience. The question now is – what’s ahead?

We are 3.5 months into the breeding season at this writing (15 June). By my calendar, the breeding season starts on the first of March, the date the first monarchs returning from overwintering in Mexico cross the border into Texas. The breeding ends progressively southward in the fall as the declining angle of the sun at solar noon approaches and drops below 57 degrees. That means that reproduction all but ceases in the vicinity of Winnipeg (50N) in the first week of August but not until the first week of October at the latitude of San Antonio, TX. Since most of the monarchs that overwinter in Mexico originate from north of 40N, for the purpose of analysis, I use the first week of September as the end of the breeding season. So, in total, the breeding season is effectively 6 months in duration (7 months if we want to be more inclusive) and the monarchs are more than halfway through it with 2.5 months to go. This report is therefore all about the development of the population to this point as well as what we might expect in the next 2.5 months. In addition, because the migration begins at 50N in early August, and overlaps the breeding season until the first week of October, I will say a few words about what to expect during the migration.

Directional/migratory flight for this season has stopped based on our analysis of the link between day length and directional flight. That means colonization has stopped, it’s over and all sightings from here on are of monarchs that have already reached their northernmost latitude and easternmost longitude. So, how effective has this recolonization been and how does this year compare with others? There are several ways to judge these recolonizations. The spatial distribution is one feature, the numbers of sightings are another and the timings of the recolonizations are another. We might also look at the longitudinal distribution of all sighting through the colonization period. To all of those considerations, we can ask whether temperatures or other weather conditions influenced colonization. Let’s start with mapping.

Mapping

First sightings recorded by Journey North 11 June 2024.

map1

First sightings recorded by Journey North 13 June 2018.

map2

These two maps look similar. In 2018, there were more sightings in Manitoba but fewer in the Maritimes than in 2024. The more important comparison is the Upper Midwest where there appear to have been more first sightings in 2024. But, it’s hard to tell. We have to dig deeper. I’ve used 2018 to compare with 2024 since the population in Mexico in that winter was 6.05 hectares, the largest population since 2006. So, the similarity is promising indeed. However, if one scans through all the maps of past years, they all look very similar – until you get back to the maps for 2013, 2014 and 2015 all of which show poor recolonization. This was the time of the previous low mark in the population with only 0.67ha measured in 2013.

First sightings recorded by Journey North 13 June 2013.

map3

The recolonization in 2013 was numerically the lowest and latest in the first sighting record and it foretold the overwintering number. One point to make here is that the first sightings map and numbers for 2024 are far better than those of 2013-2015.

Numbers of sightings from 1 March through 9 June

The numbers that follow are rough. The number of people reporting first sighting has increased in recent years and I did not scan the records to eliminate duplicates or records west of the Rockies. Nevertheless, the numbers are of interest since they show the low recolonization in 2013 (552) and a rough similarity between 2018 (1739) and 2024 (1397). If we add one more year, for example 2021 with 2429 sightings and 2.83 hectares at the end of the season, it becomes clear that the number of sightings is only part of the story.

If we refine the numbers a bit by limiting the counts to the total sightings in the summer breeding regions north of 40N, we get the numbers summarized in Table 1. Again, we can see some similarities and differences of interest.

The number for 2013 (107) is low as expected and 2024 is similar to a number of years when we just consider the total through 9 June (2019, 2018, 2017). If we compare all sightings north of 40N, 2024 is similar to both 2022 and 2018.

table1

There are two points that can be made here. First, the first sightings in 2024 are comparable in number to those of other years with relatively good overwintering numbers and second, they are far better than expected for a population with the second lowest number of wintering monarchs in the 30year record – and much better than from 2013-2015.

Distribution and timing

The connection between the distribution and timing of first sighting is summarized for 2013, 2014 and 2018 in Table 2. The overall pattern of colonization from west to east is similar for all years. The percentages of the first sightings before 21May were low for both 2013 and 2014 but much higher for 2018 (23%) and even higher for 2014 (55%). Low numbers and percentages in the first 20 days of May are associated with low fall migrations while the opposite hold for high numbers and percentages. This indicates that the timing and number of females starting the second generation has a role in determining the size of the third generation that becomes part of the migration. An early start to the second generation could, under the right conditions, lead to a fourth generation in some locations, and that could happen this year.

Table 2. Distribution of first sighting in 10-day intervals across longitudes quadrants (Q) from west to east for 2013, 2014 and 2018. The fourth quadrant (70W-65W) is not shown due to the low number of sightings. The timing and number of first sightings is critical. Low numbers and percentages in the first 20 days of May are associated with low migrations while high numbers sighted during the first 20 days of May usually signal large numbers of fall migrants. The third quadrant (Q3) tends to be colonized later than the first two quadrants as a result of the general movement of the spring migration to the northeast.

table2

Weather

Monarch population development is largely a function of weather conditions that occur during the breeding season. That said, the upper limits to the size of the population are determined by the abundance, distribution and quality of the milkweed and nectar sources available.

With temperatures and precipitation, it is common to work with deviations from long-term means. However, a 4F deviation can be favorable or unfavorable to monarch development depending on the base. Generally, positive deviations in the spring favor rapid development of eggs, larvae and pupae, but, as I have pointed out elsewhere, high March temperatures can enable monarchs returning from Mexico to migrate too far north too soon. In this case, higher temperatures can have different effects on immatures and adults. However, during the migration northward in May by first generation monarchs, because the seasonal means are low, elevated temperatures during that month benefit the development of immatures and the northward migration by first generation adults. This May the mean temperatures favored growth and migration for the entire breeding range north of 40N (Table 3). These conditions contributed to an earlier colonization of the northern latitudes than seen in many years and an earlier start to the second generation.

table3

Analysis

The dive into the first sightings data to create these reports, has given me a deep appreciation of the value and utility of this 25-year record. I’ve identified two statistically significant trends in these data.

First, May temperatures in Minnesota are correlated with the percent of first sightings that occur in the last 10-day interval in the 40 days from 1 March through 9 June, p<0.0001. In this case, it is clear that low May temperatures delay recolonization while high temperatures enable earlier recolonization. This result has implications for the recolonizations of the highest latitudes and eastern Canada. In years during which the May temperatures in Minnesota or the Upper Midwest are low, it is likely monarch numbers throughout the breeding season will also be low throughout Canada (Taylor, 2023). Second, the total first sighting of monarchs that return from Mexico recorded in March and April in Texas and Oklahoma is correlated with the total first sightings of first-generation migrants recorded north of 40N before 10 June, p<0.0001. This means the number of first sightings of returning monarchs are a reasonably good predictor of the size of the first generation.

Outlook

The weather conditions from June through August strongly influence the development of the second and third generations. In the Upper Midwest, the source of about 70% of the monarchs that reach Mexico (Taylor, et al., in prep), mean temperatures in excess of either +3F or -3F in July or August have a negative impact on population growth. High temperatures, especially if combined with low soil moisture, likely result in a reduction of lifespan, egg laying and larval survival, in effect, a reduction in what is known as realized fecundity. Low temperatures allow females to lay eggs over an extended interval but delayed development can expose immatures to predation for a longer interval and lengthen overall generation length. The overall effect is an older age to first reproduction for the next generation which would also tend smaller. These results are clear in the weather records for the last 30 years. The summers in 2004 and 2009 were too cold and the high mean temperature in July of 2012 (+5.3F) combined with drought conditions reduced the size of the migratory populations in those years.

The temperatures in the Upper Midwest this June have been close to the long-term average. Rainfall has been excessive in some areas of the Dakotas, Iowa and Minnesota which could have a negative impact. Excessive rainfall or intervals of more than three days that are too cold for feeding, mating and egg laying surely have a negative impact on growth but is difficult to assess.

The July forecast for the Upper Midwest is not as favorable and could be a problem since the mean temperature is projected to be +3F above the long-term average. This means the size of the third generation could pivot on the accuracy of this forecast. Temperatures substantially greater than +3F, could reduce the size of the fall migration. The conditions in August are seldom extreme, although there is often a carry-over from the conditions in July. July is crucial. We need to follow the conditions closely.

Once past July, the focus shifts to the temperatures and precipitation in August since they determine both the development of the third generation and start of the migration.

In recent years, high temperatures during the first 6 weeks of the migration from late August through September have slowed the pace of the migrations. These conditions are associated with lower-than-expected numbers of monarchs reaching the overwintering sites and that scenario could develop this year as well.

Droughts in Texas and Oklahoma in late September and October are always a concern. Last fall the extreme drought that extended from Oklahoma through most of Mexico had a strong impact on the number surviving the migration (Hobson et al., 2023). At the moment, drought is not widespread in Texas and whether a drought will develop by October is unclear, but it is something to watch for. Similarly, the conditions in Mexico are a concern since the drought that developed last year still persists along most of the path monarchs take to reach the overwintering sites.

Overall, the outlook is mixed. If the weather conditions in the Upper Midwest remain close to the long-term average through August, the migration could represent a remarkable recovery from a low overwintering population and a relatively small number of monarchs returning from Mexico. Further, if conditions are favorable through the migration, there is the possibility that the numbers this winter could represent the strongest recovery in the record. But, reaching that lofty goal will surely be out of reach if the drought conditions in Mexico persist into October.

References

Hobson, K., O. Taylor, M.I. Ramirez, R. Carrera-Treviño, J. Pleasants, R. Bitzer, K.A. Baum, B.X. Mora Alvarez, J. Kastens, and J.N. McNeil. 2023. Dynamics of stored lipids in fall migratory monarch butterflies (Danaus plexippus): Nectaring in northern Mexico allows recovery from droughts at higher latitudes. Conservation Physiology 11(1): coad087. https://doi.org/10.1093/conphys/coad087

Taylor, O.R, 2023. Monarch Watch Blog. Monarchs: Reaching 50N and beyond.
https://monarchwatch.org/blog/2023/07/09/monarchs-reaching-50n-and-beyond

Taylor O.R. Jr, Pleasants J.M., Grundel R., Pecoraro S.D., Lovett J.P., Ryan A., and C. Stenoien. (In prep) Geographic and temporal variation in monarch butterfly migration success.

Acknowledgements

This report would not have been possible without the long record of first sightings reported to Journey North (University of Wisconsin–Madison Arboretum) under the direction of Elizabeth Howard and later Nancy Sheehan. Janis Lentz assisted with the tabulation of the first sightings and Jim Lovett assisted with the layout and posting of this text.

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Monarch Population Dynamics: Issues of scale

28 June 2024 | Author: Chip Taylor

By Chip Taylor and John Pleasants

How big is the monarch population at the end of each breeding season? How many monarchs initiate the migration and how many successfully reach the overwintering sites in Mexico? The truth is, we don’t know the answer to these questions. To answer them, we need data. In this case, we only have the number tagged each fall and the number of tags recovered in Mexico and the estimate of the areas of forest occupied by monarchs in Mexico. Although the fact that the number tagged over the years is correlated with the size of the overwintering population (Taylor, et al, 2020) is helpful, it doesn’t tell us how many died during the migration. The proportion of those tagged that are recovered is only about 1% for all regions for all years, but the recovery rates based on latitude and longitude indicate that reaching Mexico is also a function of the flyway taken and the timing relative to the start of the migration. Size and sex are also factors (Taylor, et al, in prep). It’s complicated, but it is clear that mortality during the migration is substantial. What is needed is a fourth metric, specifically an estimate of the number of monarchs that died during the winter. There are two such data points in the record (Brower, et al, 2004) (Taylor, personal observations). Winter storms, the first in January 2002 and the combined storms in January and February 2004, killed an estimated 70% of the wintering population in 2002 and 65% in 2004. Both events yielded over 3000 recoveries (Table 1). These numbers have been used to calculate an average number of tags per hectare among the dead and remaining live monarchs. The number tagged was adjusted to account for handling mortality and the loss of tags due to improper placement. The new number represents the “tags at risk” (Table 1). Other adjustments were made to estimate the number that died but whose tags were not found. These combinations of known mortality and estimated deaths were used to estimate the numbers of monarchs that died during each of these migrations.

Table 1. Estimated mortality during monarch migrations based on the recovery of tags from monarchs killed during winter storms in early 2002 and 2004. The number tagged was reduced by 10% on the assumption that 5% of the tags are lost due to improper placement and another 5% are lost due to handling. Since not all tags are recovered due to off-site mortality and failure to find tags among the masses of dead monarchs, the tags not found was estimated to equal the number found. To calculate the number of tagged monarchs that reached the overwintering sites, the known number of tags in Mexico was added to the estimated number not found. That number represents the percentage of the tags at risk that reached Mexico, and the converse represents the percentage that failed to do so.

figure1

The goal of this exercise is to come up with a reasonable estimate of the total number of tagged monarchs that actually arrived at the overwintering sites. To reach this number, I made estimates of things that probably happen at some frequency but for which I have no direct evidence. For example, the tagging itself probably has a cost, to be safe, I have used an estimate of 5%. Similarly, I’ve estimated that 5% of the tags fall off during the migration due to improper placement. Those two estimates reduce the number of tags at risk (meaning available to reach Mexico). Those estimates are probably high, but the “at risk” number, being lower, favors a lower mortality percentage at the end of the calculation. In other words, this is a conservative estimate with respect to the number unaccounted for.

Assuming that all tags from dead monarchs are recovered is unrealistic. Some tagged monarchs die well away from the colonies, while on “streaming” flights in search of water. It is also unreasonable to expect those searching for tags to find all of them among the millions of dead butterflies that characterized these catastrophic events. Further, some sites were certainly searched more thoroughly than others. Those estimates are added to the tags accounted for to arrive at an estimate of the total number of tagged monarchs that reached the overwintering sites. Those totals, divided by the totals at risk, indicate that only 23.7 and 27.7% of the monarchs tagged in those seasons reached Mexico. In other, words 76.3 and 72.3% of the tagged monarchs are unaccounted for and presumably died, became lost or dropped out of the migration (Table1).

In summary, overestimations of tags that fall off, losses due to handling or tags not found at the overwintering sites, would suggest that mortality during the migration is higher than suggested in these calculations. Conversely, any estimation that indicates that more monarchs reached the overwintering sites than shown here, would lower the estimated mortality suggested in this treatment.

There is another way to estimate mortality that occurs during migrations. John Pleasants and I have discussed this issue several times. Here is John’s approach.

“In 2001 and 2003, 4.4% and 4.3% of tags were recovered. Let’s round to 5%. If we add in the estimate of tagged butterflies that are still alive, that brings the total accounted for to 7.7%. Let’s round to 8%. If 8% actually represents the minimum proportion of monarchs that make it to Mexico, that would mean that 92% failed to do so. It would also mean that every hectare with 20million monarchs represented the survivors of 250million that started the migration. Since overwintering number have averaged close to 3 hectares over the last 6 years, that would mean that roughly 750million monarchs head for Mexico each year.

However, 8% migration success is certainly an underestimate. Not all tagged monarch that die in Mexico are recovered. It’s likely that many die in areas that are not searched by local residents, and in a mass mortality year, with millions of butterflies to wade through the number of tags not recovered may be even greater. So, let’s double the 8% to 16% and round that up to 20% to make the calculations easier. That would mean that for every hectare of 20million butterflies, 100million started the journey. For an average year of 3 hectares that would be 300million starting the journey. In plain terms, 4 out of 5 monarchs fail to reach the overwintering sites.”

So, why is it important to understand the scale of the monarch population and the size of the migration? First, because the population on the move each fall, though it might be smaller than in the past when more habitat was available, is still quite large and it’s appropriate to ask what the human threats are to this population. Are they of a scale that requires that human contact with monarchs has to be regulated? The title for this text could have been Monarch Population Biology: Myths and Exaggerations. Without any data defining the scale of human activities or data on negative effects due to those activities, we have been told not to plant certain milkweeds because they will cause monarchs to break diapause and not migrate, or if raised on them they will not migrate. Neither are true. Tags from monarchs reared on the target milkweeds have been collected in Mexico. We are warned that rearing will lead to inbreeding and a weakening of the population. Given that rearing involves 1-2 generations for most who rear monarchs and that females mate multiple times such that serial paternity is the dominant form of reproduction, that’s nonsense. Selection works. It eliminates the unfit. We also hear that breeding will promote the propagation of the protozoan disease, O.e., that kills many emerging pupae, weakens adults and reduces their chance of surviving the migration. On this point, there is data that O.e. has negative effects (Majewska, et al, 2022), but the assumption that rearing leads to the release of a large number of O.e. infected and infested adults is unsupported by data. Many who rear monarchs claim they go to significant lengths to eliminate O.e. It’s not difficult. In the wild, the incidence of O.e. is the function of frequency and density-dependent interactions between monarchs and milkweeds that vary spatially and temporally (Taylor, 2022). To me, these are non-problems, or small-scale issues that can be managed. Regulation of human activities with respect to monarchs makes absolutely no sense. It’s a scale issue.

Human activities, other than habitat destruction, are trivial relative to the size of the migratory population. To make that point, let’s visit some of John’s numbers. We know that about 80,000 wild and reared butterflies are tagged each year. We don’t know the number reared and released but not tagged. The number is probably greater than 100,000 but how much greater is uncertain. For perspective, let’s assume the number is 220,000 which when added to the numbers tagged brings the total to 300,000. If 300 million is the average starting migratory population, 300,000 represents only 0.1% of the starting population. Insignificant indeed, even if all 300,000 died.

The big problem in monarch conservation is habitat loss (see refs in Taylor, 2024). We are losing grasslands at a rate of about a million acres a year and other land-use changes involving the growth of cities may also involve a million acres. Although milkweed restoration is underway on many fronts, there are no indications these efforts come close to matching the annual losses (Taylor, 2024).

The three r’s are critical in the evaluation of the status of species being considered for listing (Taylor, 2023). To avoid listing, data are required to show that a species is “resilient”, that is being able to recover rapidly from low numbers; “redundant” which refers to the ability to recover from catastrophic mortality and show “representation” which reflects both the role in the community and the ability to adapt to new conditions. There is ample data showing that monarchs are resilient, redundant, and adaptive. The monarch fits these criteria and no justification has emerged in the literature or in public discussions for listing the monarch as endangered or threatened. Those who study monarchs have not been consulted. A vast literature on monarchs has appeared in the last 4-5 years. We know more now about how the population functions from some of these publications and other writings, but this literature also contains a number of publications that promote interpretations based on an inadequate understanding of monarch biology. It would indeed be unfortunate if the status of monarchs were based on the interpretations in some of these publications.

There seems to be an implicit assumption that listing monarchs as threatened will benefit monarch conservation, but no path forward has been defined. There are no assurances that congress will provide funds for habitat restoration. Further, there seems to be no recognition that, within the habitat available. the year-to-year size of the eastern monarch population is determined by weather – which is most certainly independent of and unresponsive to regulations. Putting government regulations between monarchs and those who advocate for this species seems more likely to have a negative rather than positive impact on monarch conservation.

References

Brower, et al, 2004. Catastrophic winter storm mortality of monarch butterflies in Mexico during January 2002. In K.S. Oberhauser and M.J. Solensky, eds., The monarch butterfly: Biology and conservation, pp151-166. Ithaca.

Majewska, A. A., Davis, A. K., Altizer, S. & de Roode, J. C. (2022). Parasite dynamics in North American monarchs predicted by host density and seasonal migratory culling. Journal of Animal Ecology, 91, 780–793. https://doi.org/10.1111/1365-2656.13678

Taylor, O.R. Jr., Pleasants. J.M., Grundel, R., Pecoraro, S.D., Lovett, J.P. and A. Ryan. 2020. Evaluating the Migration Mortality Hypothesis Using Monarch Tagging Data. Front. Ecol. Evol. 8:264. https://doi.org/10.3389/fevo.2020.00264

Taylor, O.R. 2022. Monarchs, milkweeds and O. e.: It’s time for a more holistic approach. Monarch Watch Blog. https://monarchwatch.org/blog/2022/04/19/monarchs-milkweeds-and-o-e-its-time-for-a-more-holistic-approach

Taylor, O.R. 2023. Species Status Assessment and the three r’s. Monarch Watch Blog.
https://monarchwatch.org/blog/2023/10/13/species-status-assessment-and-the-three-rs

Taylor, O.R., 2024. Is the eastern monarch population continuing to decline? Monarch Watch Blog. https://monarchwatch.org/blog/2024/03/29/is-the-eastern-monarch-population-continuing-to-decline

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Monarch population development in 2024: Part 2

23 May 2024 | Author: Chip Taylor

Introduction

The report that follows is a rough attempt to assess the prospects that the monarch population will recover from the historically low number of hectares recorded for all the overwintering sites last winter (0.9ha). As you may recall, in Monarch population development in 2024: Part 1, there were no clear signs in the data that the population would increase, decrease or remain relatively the same. There were both positive and negative signs. The timing of the return from Mexico was early relative to most years. Early establishment of the population is favorable, and in this case, it led to a long oviposition period in Texas at a time when the temperatures favored rapid development of eggs, larvae and pupae. The negative signs were that the numbers returning to Texas in March were not only lower than those of last spring but were lower than those in the spring of 2013, a recolonization that resulted in the lowest overwintering number in the record.

We are now another month into the breeding season, and the picture is becoming a little clearer, and a bit more positive. In this report, I will examine more of the first sighting data for this spring and will compare these data with those from other years. In addition, I will illustrate one way of assessing how the movement of first generation into the northern latitudes over the next six weeks determines the size and geographic distribution of the fall migratory population.

The stage specific model I’m developing is based on the premise that the number and timing of adult monarchs entering a stage together with the weather and sometimes, but more rarely, the role of predators, parasites and pathogens, determines the number of adult monarchs entering the next stage (or generation). The challenge is to identify data that defines timing and number along with inferences about the effects of weather. Such inferences are derived from a less-than-ideal understanding of how temperatures and soil moisture affect monarchs and the plant resources they depend on. Comparisons of weather and outcomes over the last 30 years help define these relationships. Since seasonal dynamics often determine the abundance of predators and parasites that in turn affect monarch numbers, it is possible to infer greater or lesser monarch mortality due to these factors under some conditions. Data are always better than inference, but inference can be useful if an inferred cause and effect relationship is consistent through time.

The narrative that follows is based on the timing and number of monarchs returning from Mexico, the weather, and in this case, a real possibility the survival of monarch eggs and larvae was higher in March compared to most years due to a relatively low number of predators and parasites. The data for 2024 will be compared with those of 2013, a recolonization that was followed by the lowest overwintering number in the record and 2014, a year of recovery from the all-time low.

Timing, numbers and weather

The temporal distributions for first sightings in March and April are shown in Figure 1. The numbers sighted for 2024 are a bit lower than the number tallied for 2013 but, given the dependency of sightings on weather and probably weekends when more observations are made, these records are similar. The difference is the earlier arrival of monarchs in March this year than in 2013. Earlier arrivals should be beneficial for a number of reasons as discussed below.

Weather, in this case temperature, is a factor in determining both the mean age to first reproduction for the first-generation cohort and the length of exposure to predators and parasites. Above average March temperatures in Texas can be favorable unless daytime highs and southwesterly winds enable monarchs to move too far north too soon as in 2012 and 2017. Moving into areas where the temperatures are lower in subsequent weeks, or before the milkweed has emerged, has a negative effect on population growth. The comparison of temperatures for March and April of 2024 and 2013 (Table 1) doesn’t explain the late arrival distribution in 2013 but does support the premise that lower temperatures slowed the growth of the population that year.

Figure 1. Distribution of first sightings in Texas in March and April by 5day intervals for the years indicated. 65% by 20 Mar 2024 vs 39% for 2013; Totals 96 vs 113.

figure1

Table 1. Deviations from average temperatures (F) in March and April for Texas and Oklahoma in 2024 and 2013.
table1

Temperature mediated latitudinal egg distribution

The concept indicated by this heading is based on the observation that temperature mediates the northward movement of monarchs and therefore the latitudinal distribution of eggs by females returning from Mexico. Whether the distribution of eggs into more northerly latitudes is beneficial or not depends on the temperatures that follow the interval during which most of the egg laying occurred. If the females advance too far north in April, as they did in 2012 and 2017, colder temperatures at higher latitudes can slow the development of immatures and slow the development of the population. In contrast, movement and egg laying by females into areas that experience warmer than average temperatures result in faster development of eggs, larvae and pupae and faster population growth. More rapid development also reduces exposure to predators and parasites and therefore higher average rates of reproductive success per female.

As you can see in Table 1, the temperatures in 2024 in March and April were higher for both Texas and Oklahoma while the comparable temperatures for 2013 were near or lower than the long-term average. The low temperature in April 2013 in Oklahoma likely lengthened the development of the first generation which contributed to the later colonization of the summer breeding ground north of 40N as seen in Figure 2. The influence of temperature on the latitudinal distribution of females and eggs is evident in the strong contrast between 2024 and 2013. The total March/April first sightings for Texas and Oklahoma was 159 and of these 40% were in Oklahoma. In 2013, the respective total was 122 of which only 4% were in Oklahoma.

Have monarchs benefited from a temporal disconnect between predator and parasite populations and their prey?

Surviving as a population, and sometimes even as a species, involves consistently producing more offspring than are lost to predators, parasites and sometimes pathogens – the consumer species. There is usually some sort of quasi balance between the prey and those that feed them such that the prey seldom attain outbreak numbers. But that does happen, and in the case of some butterflies, the cause appears to be a factor (or factors) that reduces the consumer numbers. Relative to the prey species, the consumer species tend to have longer breeding cycles, fewer generations and lower reproductive rates. Low numbers in the consumer populations mean that the prey lose fewer offspring, and with high reproductive rates, their populations can grow rapidly outpacing the growth of the consumer populations. These conditions can lead to massive “outbreaks” that often involve emigrations and migrations by species that are generally “held in check” by consumers. A clear example of this dynamic occurred in the spring of 2012 when 16 species of butterflies common to Texas disbursed or migrated northward through Kansas and beyond. In the case of red admirals (Vanesa atalanta), massive numbers created headlines along the path as they migrated well into northeastern Canada.

This multispecies outbreak in Texas followed the historic seven-month drought in 2011 that ended in Sept of that year. Seven months of rain followed. It’s likely that the drought knocked back the predators and parasites by the end of the drought and that they did not recover their numbers in the cooler months that followed. The rains, however, allowed the vegetation to recover including that of the host plants of a number of butterfly species such as false nettle – Boehmeria cylindrica – the main host for the red admiral in southern latitudes. Evidently the combination of lush host plants and low numbers of predators and parasites allowed the red admirals to build up rapidly in February and March leading to the migration in early April. Similar conditions, but less severe, and slightly different, occurred this spring. In January, two sweeps of freezing temperatures that extended well into Mexico probably reduced predator and parasite numbers over wide areas. Those events were followed by widespread rainfall and good plant growth, and once again, red admiral numbers soared leading to a rapid expansion of the population well into Canada and the northern states in the first three weeks of April.

Since many of the consumer species that attack red admirals also feed on monarch larvae, it’s reasonable to hypothesis that the welfare of the red admiral population is a positive sign that monarch larvae suffered fewer losses to predators in March than is usually the case. Further support for this hypothesis became apparent later in April through reports of three other Texas butterflies (buckeyes, American painted ladies and orange sulfurs) moving north in greater than typical numbers. Thus, it seems likely that monarchs have also benefited from a temporal disconnect between predator and parasite populations allowing the production of a larger than expected (based on first sightings alone) first generation – a generation that is rapidly colonizing the summer breeding areas north of 40N at this writing (3 May).

Colonization of the summer breeding area by first generation monarchs in May and early June

The offspring of the monarchs that return from Mexico start emerging and moving northward in mid to late April. This migration by first generation monarchs continues until the 12th of June at 50N. Directional flight ceases at that time (Note 1.). Once again, the timing and number of monarchs arriving at latitudes north of 40N (and across the longitudes from west to east) by the 10th or so of June largely determines the size of the migratory population in the fall. In 2013, few monarchs were sighted before the 20th of May across all longitudes and the overall number arriving was low (Table 2). This late start to summer breeding led to a small migratory population and the lowest overwintering number recorded to date (0.67ha). In 2014, the numbers returning from Mexico were higher and the conditions for the development of a large first generation were more favorable. These conditions led to a larger migratory population and a significant increase in the overwintering numbers (from 0.67ha to 1.13ha). As of the 2nd of May this year, the colonization of the northern latitudes is off to a good start with at least 22 recorded north of 40N relative to only 2 in 2013, 1 in 2014 and even 3 in 2018 – the year with the largest population in recent years (6.05ha) (Fig 3A, B, C, D). An additional 40 sightings were recorded through 7 May making the recolonization this year one of the three earliest in the 24year record. If the arrival of first-generation monarchs continues at this pace for the next two weeks, there is a strong possibility the overwintering population will more than double this coming winter (Table 3). Still, it’s early and there are a lot of “ifs” to consider.

Table 2. Distribution of first sighting in 10day intervals across longitudes quadrants (Q) from west to east for 2013, 2014 and 2018. The fourth quadrant (70W-65W) is not shown due to the low number of sightings. The timing and number of first sightings is critical. Low numbers and percentages in the first 20 days of May are associated with low migrations while high numbers sighted during the first 20 days of May usually signal large numbers of fall migrants.

table2

Table 3. Number of hectares in the previous winter for the year designated followed by the number of first sightings in Texas in March and April and the total first sightings for all areas as of the 2 of May. The number sighted north of 40N before 2 May along with the number sighted after 2May are indicated. The percentage of all sightings recorded for 1 May through 9 June are given for 2013 and 2014. The 62 sightings north of 40N for this year through 7 May represents an early recolonization by a relatively large number of first-generation females. These data were gleaned from Journey North. Where necessary, duplicate records and sightings from MX, CA and AZ and those with non-monarch images were subtracted from the raw totals.

table3

Figure 3. A. (below left) 2 May 2013 N=214 OW=0.67 B. (below right) 2 May 2014 N= 313 OW=1.13

figure3_ab

C. (below left) 2 May 2024 N=359 OW=? D. (below right) 2 May 2018 N=644 OW=6.05

figure3_cd

What can go wrong after the spring migrations end in June?

I have examined the weather conditions for the breeding season and migration since 1994. During the last 30 years, the population increased from one year to the next during 14 years and declined in 16. Two factors during the summer breeding season appear to determine population growth while two factors during the migration appears to influence the number of monarchs reaching the overwintering sites in Mexico.

For the breeding season, the temperatures and rainfall during June through August for the Upper Midwest are usually close to the long-term averages (22/30 = 73%), but there have been extremes conditions that appear to have reduced the size of the fall migration and the overwintering numbers. These negative conditions and the years in which they occurred are listed below. The years tallied below are from a spreadsheet that is the basis for the next Blog article – “The curvilinear monarch”.

Droughts and or extremely high temperatures from June through August in the Upper Midwest: 1995T, 2003P, 2012TP, 2020T, 2023P.

Extremely low summer temperatures: 2004 and 2009.

During the fall migration, extreme conditions such as droughts in Texas and higher than average September temperatures are both associated with lower numbers of monarchs reaching the overwintering sites. These events are common having occurred in 18 of the last 30years (60%). There have been only 13 years in the last 30 in which neither of these extreme events occurred, the population increased in 9 of these years but declined in 4 apparently due to other strong negative events. The frequency of years with high temperatures in September appears to be increasing.

Droughts in TX in October: 1999, 2000, 2011, 2015, 2019, 2022, 2023.

Higher than average temperatures from the start of the migration in early August at 50N to the end of September as the migration enters OK: 1998, 2002, 2004, 2005, 2009, 2013, 2015, 2016, 2017, 2018, 2019, 2023.

Looking forward, there is a good chance the population will increase during this breeding season and migration from an overwintering population 0.9ha to over 2ha – if the conditions from June through October are close to the long-term average. Negative events occur in about 60% of the years and the incidence of such events is increasing. It is often the strength of a negative event that determines the difference between one year and another.

Acknowledgements

This report would not have been possible without the long record of first sightings reported to Journey North under the direction of Elizabeth Howard and later Nancy Sheehan. Janis Lentz assisted with the tabulation of the first sightings and Jim Lovett assisted with the layout and posting of this text.

Note 1. Those readers interested in why monarchs “appear” to abandon directional flight in the early summer might find the following post interesting and challenging:
https://monarchwatch.org/blog/2022/04/22/monarch-puzzle-wrap-up/

Note 2. For a discussion of how low temperatures in May and early June can limit the number of first-generation monarchs reaching Canada, please see:
https://monarchwatch.org/blog/2023/07/09/monarchs-reaching-50n-and-beyond/

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Jennie Brooks of Lawrence, Kansas: Her early contributions to monarch science

20 April 2024 | Author: Chip Taylor

by Chip Taylor, Founding Director, Monarch Watch

It is easy to forget how we came to know what is known today about monarchs. Our understandings of how the world works often have long and convoluted histories that include fundamental misunderstandings, unsupported interpretations and sometimes unintended consequences. These paths to discovery occur within a background of political history, prior knowledge, cultural biases and economic conditions – and so it was, and is, with monarchs.

Lincoln Brower detailed how we came to understand the migration and biology of the monarch in a 1995 paper entitled “Understanding and misunderstanding the migration of the monarch butterfly in North America, 1857-1995.” The story starts with the writings of naturalists and lepidopterists in the mid 1800s, the start of entomology as a science and later a period in which the public became interested in natural history. The account eventually leads to the recruitment of volunteers by Fred and Nora Urquhart to answer the question of where monarchs spend the winter – a quest that led to the “discovery” of overwintering sites in Mexico by Ken and Cathy (now Trail) Brugger. It’s a fascinating tale best understood if the reader reflects on the general state of knowledge in those times and the conditions of travel and communication. The pace of change was slower then.

Although I knew much of the monarch backstory, I was surprised to learn from Brower’s text of Jennie Brooks, a Lawrence, Kansas resident, who in 1907, was the first person to publish a detailed description of the formation and breakup of an overnight monarch roost, the first to photograph a monarch cluster and the first to propose that monarchs overwintered in Mexico. I could relate. I knew Jennie’s neighborhood and having lived in Lawrence since 1969; I had seen many over-night monarch roosts. Having founded Monarch Watch in 1992, and after reading Brower’s article, I came to realize that in a sense I was following Jennie’s lead while validating her hypothesis with the aid of thousands of monarch taggers.

I was brought back to thinking about Jennie Brooks recently by Jeanne Klein, a retired KU professor, who volunteers as a Master Gardener at Monarch Watch’s Monarch Waystation #1. She researches and writes about Lawrence history and came across Jennie Brooks’ connection to monarchs and many natural history writings. Jeanne has written a long account about Jennie. The section that deals with monarchs is included here.

Jennie Brooks and Monarch Migrations in Lawrence, Kansas
by Jeanne Klein

Jennie Brooks (1853-1934), a part-time resident of Lawrence, Kansas from 1905 to 1910, was a devoted nature lover and prolific magazine writer. In mid-September 1906, she experienced a miraculous sight in the expansive front yard of her home at 1300 Haskell Ave. As she wrote, “I had been only three days in Kansas, and, lo! a migration of butterflies.” From 4:00 p.m. until after 6:00 p.m., she observed, described, and detailed swarms of monarch butterflies fluttering among milkweed plants and then hanging from the lower branches of elm, maple, spruce, and pine trees in the yard. Having decided to spend the night outdoors, she continued to study the monarchs’ behaviors and, at dawn, saw “fully two thousand wings [rise up] through the highest treetops, to the south—to the south! . . . [and all the way] to Mexico.” In this way, Jennie Brooks became the first person to theorize that monarch butterflies migrate to Mexico, as detailed in her touted 1907 article, “A Night with the Butterflies.”1

jennie_photo1

As Lincoln B. Brower wrote in 1995, her essay “was the first detailed description of the monarch’s clustering behavior during the fall migration. She combined elegant prose, high quality observation, counts of monarchs in the cluster, and actual experimental manipulation. No one before or since has so fully documented watching the quiescent monarchs all night long, their reaction to the rising sun, cluster break-up, and resumption of the southward migration.”2 Mrs. Maria Martin, her African American domestic servant, also witnessed this migration with Miss Brooks and declared, “‘Dat ain’t nothin’ new, Missy! I dun seed ’em a power o’ times swingin’ in de trees by de run!”3

Thrilled by her experience, Brooks consulted Francis H. Snow, a long-time professor of natural history and former chancellor of the University of Kansas. She astonished him by bringing him two monarchs. Back in 1875, Snow had catalogued 77 species of butterflies found in Douglas County, although apparently, he had not located nor listed monarchs by their Latin name, Anosia (now Danaus) plexippus, in the Nymphalidae family. He did however find their look alike mimic, the Archippus or Viceroy butterfly, that also feeds on milkweed plants.4 To satiate her demand for more knowledge, Snow and his biology students supplied Brooks with numerous books, including one by Samuel H. Scudder, who had named and described monarchs in 1875.5

Three years later, Brooks’ brief sketch, “A Butterfly Flitting,” recounted a second migration of monarchs in her yard in mid-September 1909. By regarding them as “distinguished visitors,” she considered their selection of her cedar tree “a mark of special favor.” Again, she included photographs taken at night with her Kodak camera and a flashlight on the same cedar (Eastern juniper) tree.6

jennie_photo2

Jennie Brooks’ unique discoveries about monarchs’ fall migrations and her detailed accounts of their behaviors in Lawrence, Kansas deserve to be more widely known and credited by Monarch Watch enthusiasts across North America and Mexico. Each time you see a flitting monarch butterfly in the fall, remember Jennie Brooks and imagine monarchs’ extraordinary migrations “to the south—to the south!”

© Jeanne Klein 2024

Footnotes
1. Quoted in “A Night with the Butterflies,” Harper’s Monthly June 1907: 108-11. This article is available online in her book, Under Oxford Trees (Cincinnati: Jennings and Graham, 1911), at archive.org/ details/underoxfordtrees00broo/page/10/mode/2up.

2. Quoted in Lincoln B. Brower, “Understanding and Misunderstanding the Migration of the Monarch Butterfly (Nymphalidae) in North America, 1857-1995,” Journal of the Lepidopterists’ Society 49(4), 1995: 312.

3. Quoted in Jennie Brooks, “Migration Among the Butterflies,” Western Christian Advocate, June 5, 1912: 14, her third article on monarchs.

4. F. H. Snow, “Catalogue of the Lepidoptera [butterflies and moths] of Eastern Kansas,” Transactions of Kansas Academy of Science 4 (1875), 29-63. The Dyche Museum of Natural History does have one of Snow’s monarch specimens (#1561197) in its entomology collection found in the county with no date. The mention of milkweeds as a host for the viceroy is incorrect. The larvae feed on willows and cottonwoods.

5. In her 1907 article, Brooks quoted from Scudder’s Frail Children of the Air: Excursions Into the World of Butterflies (New York: Houghton Mifflin, 1895), 53-55. Carl Linnaeus, the first author to consistently use binomial nomenclature, described the monarch in the 10th edition of his Systema Naturae in 1758.

6. “A Butterfly Flitting,” Country Life in America, August 1, 1911, 48. Her second photograph was published in Howard J. Shannon, “Insect Migrations as Related to Those of Birds,” Scientific Monthly 3(3) (Sept., 1916): 238. Note that this photograph was published upside down. The Lawrence World (January 30, 1909) reported that Brooks discussed “The Butterflies” for the local Review Club, “which appeared in a recent McClure’s Magazine,” but this article has not been found.

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Monarch population development in 2024: Part 1

2 April 2024 | Author: Chip Taylor

As most of you reading this know, the estimate of the number of monarchs overwintering in Mexico this past winter was a mere 0.9hectares, the second lowest in the record that began in 1994. Low numbers have again triggered concerns about the viability of the eastern monarch migration and given rise to a number of questions. Why did the population decline from 2022 to 2023? Will the population recover? How long might recovery take? What is the extinction threshold for the eastern monarch population? These are just a few of the relevant questions. In various posts to this Monarch Watch Blog, I have pointed out that monarch numbers have been low at many times in the past and have recovered. In fact, they are remarkably resilient due to their high reproductive rate and ability to find even scarce host plants and nectar sources. I have claimed that, as a species whose numbers are driven by weather, all that monarchs need in the coming months and years is favorable weather. Since we are in a period in which temperatures and droughts appear to be increasing, my assurances have not quieted concerns. To be sure, there is no way to control the weather, but I’m getting closer to understanding how weather influences the development of the monarch population each year. In the following text, I’m going to describe three data-based “tells” that I have been using to determine how well the population is developing each year. These indicators only suggest whether the population will increase or decrease. There is no precision here, but even knowing trends that provide an indication of outcomes is useful.

Early season indicators of population development

I use three indicators, the timing and number of monarchs reported in Texas from 1-30March, total monarchs reported in Texas in March and April and the total monarchs reported N of 40N for all longitudes from 100W to 65W. This report covers the first interval. The second report will follow in early May and the third in mid-June. The first two reports only feature sightings in Texas since the I-35 corridor is the gateway for monarchs to reach the Upper Midwest, the area that produces the majority of monarchs that reach the overwintering sites each winter. How the population develops in Texas in March and April has a significant impact on the size of the fall population.

About the data

The data represent sightings of adult monarchs from Journey North and iNaturalist data sets. In the case of Journey North, “vetting” the data required elimination of double and triple entries for what appeared to represent a single butterfly (N>10). iNaturalist records required the elimination of many images of eggs, larvae and pupae. Some images were not included in the counts since they appeared to represent reared monarchs. Records with good photo resolution indicated that 12-19% of the butterflies had recently emerged and surely had not originated from the overwintering colonies in Mexico. In the records for 2024, the origins of the newly emerged monarchs are not clear since few monarchs appeared to have survived the two January cold fronts with freezing conditions that swept into Texas and even northern Mexico. No attempt was made to eliminate these butterflies from the counts since it was impossible to assign a number of the images as either new or old. Duplicate entries appear to be a minor problem for both data sets. The data for Journey North are summarized in Table 1.

Table 1. The relationship between first sightings in Texas, total first sightings in March and April and the percentage of first sighting in March to the mean temperatures in March and the number of days with temperatures >70F.

march_table1

The good news

Let’s start with the good news. In the 1-30March period, 84% of the first sightings reported to Journey North occurred by the 20th (Figure 1). That’s early relative to all other years from 2010-2023, except 2012 (Figures 2 and 3). Early arrival favors population development since it assures, in most years, that there is a long oviposition interval before the monarchs push on to Oklahoma and beyond. The higher temperatures early in March also favor more rapid development of larvae and the possibility of outpacing the growth of the populations of the many parasites and predators that prey on monarch eggs and larvae.

Early arrival also favors a Texas-biased latitudinal egg distribution profile. Population growth is favored when the majority of eggs are laid at the lower latitudes where the temperatures are warmer, as pointed out above. You can imagine the egg distribution as a decay function where the tail of the distribution is long or short depending on the distance monarchs advance in March and April. In this case, population growth is favored when the tail on that distribution is short since the warmer temperatures assure that the first-generation cohort will have a lower average age to reproduction than a distribution that extends into colder regions and longer development times. That distribution has a short tail this year. There were only 4 first sightings in Oklahoma in the Journey North records as of the 28th of March and 9 during the following two days. March temperatures were closer to the long-term averages this year than in many recent years.

march_figure1
Figure 1. Distribution of March and April first sightings for 2024, in progress. Data from Journey North.

march_figure2
Figure 2. Distribution of March and April first sightings for 2013 and 2015. Data from Journey North.

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Figure 3. Distribution of March and April first sightings for 2012 and 2023. Data from Journey North.

The latest rabbit hole

I have fallen into many a rabbit hole in the course of trying to understand weather and monarchs. Here is the latest one – the relationship of the sightings of monarchs returning from Mexico to temperatures, specifically to the number of days in which the temperatures reach at least 70F. The choice of 70F is arbitrary. I could have chosen any number between 68-72 and would have obtained similar results, but 70F works because that temperature and higher puts monarchs on the wing and visible to observers. The following graphs (Figure 4) represent the March temperature records for Dallas, Texas for the years indicated. The Dallas records were obtained from Weather Underground since that site provides daily and monthly records. The means shown for Dallas in Table 1 are similar to the monthly means for the state of Texas. The number of days with temperatures above 70F for the month and for just the first 10 days of March are also shown in Table 1. The differences between the years with higher-than-average March temperatures, 2012, 2023 and 2024, and those with lower-than-average temperatures, 2013 and 2015, are striking. Temperatures have an effect on the percentage of the March-April first sightings recorded in March (2012 and 2023 vs 2013 and 2015) Table 1.

march_figure4_dallas_temps
Figure 4. Graphic representations for the March temperatures in Dallas for the years indicated (see Table 1). Source: Weather Underground: Historical Weather

The bottom line

Temperatures

As shown in the data assembled here, March temperatures are important for several reasons. First, they determine the timing of the recolonizations across the latitudes represented in Texas, they influence that rate of egg development and the growth of larvae and lastly, March temperatures retard or enable colonization of more northerly latitudes.

The numbers

There are two questions about the number of first sightings at this point: were fewer monarchs sighted in the first thirty days of March this year compared to last year? and how do the numbers compare with the first sighting to this point in 2013? It is reasonable to expect the numbers sighted this year vs last year to be lower due to the relative size of the respective overwintering populations (2.21ha vs 0.9ha). As expected, the numbers reported to iNaturalist are lower with 266 in 2023 and 199 in 2024 or 75% this year relative to last. The iNaturalist differences are much smaller than expected. Chuck Patterson of Driftwood, Texas reported similar results. Each of the last two years Chuck and his wife have counted each monarch seen and each egg found on their daily walks in March. The totals were 61 in 2023 and 34 (56%) this March and the egg count was 541 vs 461 (85%). So that’s clear, the numbers are down from last year, but are higher than expected due to the differences between the overwintering numbers. But how to the numbers this year compare to those of 2013, the year with the lowest overwintering numbers? To answer this question, we only have data from Journey North. Here the record is less clear because, as shown in Table 1 and in Figures 1-4, the first sightings in March are strongly influenced by temperature with high temperatures early in the month resulting in early sightings and colder temperatures, as in 2015, delaying the arrivals, or at least the sightings. If we compare the first sightings for 2024 vs 2013, it’s 74 vs 64, but that difference is so small it could simply be due to how temperatures influenced the number of sightings. We will have to wait to see if the number at the end of April is similar to the to the 113 total reported in 2013. Even if the final number is lower, the early arrivals this year and the longer oviposition period in Texas might offset the effects of lower numbers arriving from Mexico. Demography is complicated. Stay tuned.

Acknowledgements

This report would not have been possible without the assistance of the many citizens who have reported their sightings and visual records to Journey North and iNaturalist. The administrators and funders of both programs have done a marvelous job of providing data that can be used to answer the many questions that linger about monarchs and other wildlife. The Journey North records assembled by Elizabeth Howard and continued by Nancy Sheehan represent both stability and change over the last 26 years. It is a remarkable archive. iNaturalist is relatively new, but by virtue of photographs and a large number of qualified identifiers together with a remarkable website, it is destined to document much of the change that tracks the responses of wildlife, including many lesser-known species, to the coming changes in weather and climate.

Filed under Monarch Population Dynamics | Comments Off on Monarch population development in 2024: Part 1

Is the eastern monarch population continuing to decline?

29 March 2024 | Author: Chip Taylor

Introduction

The question posed in the title is important. Evidence of a continuous decline could lead to regulations and restrictions in accordance with the Endangered Species Act (ESA) while evidence of stable numbers would indicate that regulations are unwarranted. In fact, monarch numbers did decline substantially from overwintering hectares in the double digits in 1995-1996 to the all-time low of 0.67 hectares in 2013 (Figure1). The question at this time however is whether the population is continuing to decline. The 2013 low led to a petition to the Department of Interior to declare the monarch endangered. In 2020, after delays and a lengthy Species Status Assessment (SSA), the Fish and Wildlife Service (FWS) declared the monarch to be threatened. However, actions and regulations were precluded based on current numbers and the needs of other endangered species. Subsequently, the threatened status in the United States, and the apparent assumption that the decline recorded 1995-1996 to 2013 was ongoing, led the IUCN to declare the monarch endangered in 2022. However, in 2023, the ICUN downgraded the monarch status from endangered to vulnerable, as the result of an analysis by Meehan and Crossley (2023) that clearly indicated the population had not declined measurably in the last 10 years.

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Figure 1. Total Area Occupied by Monarch Colonies at Overwintering Sites in Mexico.

In this text, I will review the changes in monarch numbers from 1994 to the present and will address whether the population is continuing to decline. I will end with an outlook for the next two decades based on current trends in the weather.

How we got to this point

In an effort to keep this text brief, and to lead as directly as I can to the question posed in the title, I’m going to start with several questions and answers (my answers). First, have monarch numbers declined by 85%? Yes, if we accept that the numbers measured from 1994-1996 represent a long-term average. However, that is unlikely. The size of the overwintering monarch population is largely determined by weather and extreme events, as shown by the crash due to an April freeze deep into Texas in 1997 that led to a decline from 18.19ha to 5.77ha, and the drought in 2000, a decline from 9.05ha to 2.83ha. What the numbers from 1994-1996 tell us is that in the 1990s, and for some unknown number of years earlier, there was enough habitat to enable large populations to develop when conditions were favorable. Actually, conditions favored population growth in all three of those years, the only three consecutive years of positive growth in the 30-year record (Taylor, in prep). In fact, the conditions for population growth in 1996, were the most favorable in the 30-year record and the resulting population was the largest to be measured (18.19ha) (Taylor, in prep). We can also ask why there were no populations as large as those in 1995 (12.16ha) and 1996 (18.19ha) in subsequent years. Was it because of weather and mortality related to the migration that caused the population to decline or was it due to habitat loss? It’s clear that in the 1990s there was enough habitat to enable the development of large populations when conditions were favorable; however, the decline in 1997 (5.77ha), the failure to increase in 1998 (5.56ha) followed by the increase in 1999 (9.05ha) and the crash in 2000 (2.83ha) occurred while there was an abundance of monarch habitat. The ups and downs through these years can all be attributed to weather and not loss of habitat. These and other examples, make it clear that monarch numbers are largely driven by weather irrespective of the amount of habitat available. Subsequently, it became clear that monarch numbers had begun to decline starting in or before 2004-2005. The consistently low numbers in years that followed led to a focus on the loss of habitat associated with the adoption of herbicide tolerant corn and soybean crop lines as responsible for lower population numbers (Brower, et al., 2012, Brower, Taylor and Williams, 2012). Weather, as the driver of numbers, wasn’t part of the conversation until the 2011 drought in Texas, the extreme March temperatures in the spring of 2012 and the crash of 2013.

The above examples show us that to fully understand monarch numbers through the years, we have to track the effects of weather on the growth of the population and the success in reaching Mexico against what is known about the distribution, abundance and quality of monarch habitat. This applies especially to the conditions in the Upper Midwest, the area that produces the largest number of monarchs that reach the overwintering sites.

The monarch annual cycle – a stage specific approach

To parse out the possible effects of habitat loss and weather, we have to identify what happens during each stage of the annual cycle. The “health” of the monarch population is based on measures of the areas in the oyamel forests in Mexico that contain clustered monarchs. The overwintering period extends from November to late March. The colonies of clustered monarchs are thought to be fully formed by mid-December, and the colonies are measured at that time.

The numbers, in hectares (ha) of occupied forest, for the last 30 years are shown in Figure 1. To understand the increases and decreases in these numbers, we need to follow the population through six stages: 1) overwintering, 2) the 600-800mile return from late February to April to Texas, 3) the production of the first generation in March and April, 4) the colonization of the northern breeding area in May through early June, 5) the production of the second and third generations during the summer months and finally 6) the migration in September-October. Weather events in each of these stages determine the number of monarchs that enter the next stage. In the winter months (S1), and the return to Texas in the spring (S2), weather has an impact on adult survival. During the breeding season from March-September both weather and habitat determine adult numbers and reproductive success (S3-5). In simple terms, the population increases in the breeding season and declines from the end of the last summer generation (S6) until the initiation of the next breeding season.

Effects of weather

The effects of weather on overwintering numbers, during migrations and through the breeding season, have been summarized in other articles in this series (Taylor, 2023 A, B, C, D and in prep). Briefly, in the breeding season, increases are strongly associated with conditions that are close to the long-term averages during each stage from March through September. Decreases are associated with elevated March and September temperatures, extreme high or low temperatures during the breeding season, droughts during the migration or breeding season, catastrophic winter mortality, and, in one instance (1997), an April freeze that extended into Texas. The effects of weather can be seen through the entire 30-year record. There are two trends in this record that are worrisome, the increases in the March temperatures in Texas and elevated September temperatures during the fall migration north of 35N. In the case of the March temperatures, higher than average temperatures have a negative impact on the growth of the population due to the tendency of monarchs to disperse too far north too soon. Above average September temperatures are associated with slower migrations with fewer monarchs reaching the overwintering sites (Taylor, et al., 2020). Looking ahead, an increase in the frequency and severity of droughts in Texas (Nielsen-Gammon, et al., 2021) will also limit the number of monarchs reaching the overwintering sites.

Loss of habitat

There have been a number of studies dealing with the decline in monarch habitat that started in the 2000s. Most have focused on the loss of milkweeds in row crops (corn and soy) due to the adoption of herbicide tolerant crop lines (Pleasants, 2017, Pleasants and Oberhauser, 2013). Less attention has been paid to the loss of habitat that followed the adoption of the renewable fuel standard (RFS) in 2007 (Faber, et al., 2012, Lark, et al., 2015, Lark, et al., 2020, Lark, et al., 2022) and even less to the amount of habitat loss that has occurred in the last 10 years. Through this 30-yr period the acres devoted to corn and soy have increased from 140million acres to 180million acres (Table 1) and much of the grain production in the Upper Midwest was shifted to grassland areas somewhat to the southwest (Faber, et al., 2012, Lark et al., 2015). Loss of milkweed/monarch habitat due to development, mostly suburban sprawl, increased during this period until the housing/banking crisis of 2008 but began to pick up again after 2011 (Houston Housing Starts). How much monarch habitat was lost to development throughout this period is difficult to estimate but was probably significant. The American Farmland Trust puts the loss of farmland during the period from 2012 to 2017 at 14.3million acres (New Census of Agriculture Shows Decline in Number of America’s Farms, Farmers, and Farmland). It is likely that much of the more than 2million per year loss was, and continues to be, due to the sprawl surrounding the cities in the Upper Midwest and the Ohio Valley. In the South Region, the city of Houston provides an extreme example of the expansion that occurred broadly in the United States before 2008. In 2007, 37,568 new single-family homes were added in the greater Houston area. That’s about 12,000 acres without accounting for multi-family units, roads, schools, churches, etc. Habitat losses associated with HT crop adoption and the growth of corn acreage that followed implementation of the RFS are summarized in Table 1.

table1

Table 1. Running averages for three, five and seven year intervals are summarized for overwintering numbers for 1994 – 2023. “Change” refers to the change in the number of hectares from one year to the next with gains highlighted in green and losses in pink. Corresponding corn and soybean acreages and corn prices are included for reference. Note the shift in corn and soybean acreage in 2007. Habitat losses due to the adoption of HT crops may have ranged from 70-100million acres while losses that followed the adoption of the RFS were roughly 17-24million acres. Additional habitat losses are not listed due to their complexity. Row crop acreage increased from 140 to 180 million from 1994-2022.

Habitat fragmentation

The loss of habitat due to HT crops, the RFS, urban sprawl, herbicide use along roadsides and other causes has come with a cost. It has resulted in the creation of large fragments of the landscape that lack nectar sources and host plants. The effect has been to increase the distance between the remaining resource patches. Because there are only so many hours for foraging and egg laying each day, and so many active days in the life of female monarchs, increased distances mean increasing search times, greater stress and reduced egg laying efficiency (Crone and Shultz, 2022, Fisher and Bradbury 2021, Grant, et al., 2018). Although there are no measures of these costs, they are easily envisioned by taking a car trip through the Midwest in June and measuring the distance between, and abundance of, nectar sources and milkweed patches. Or, you can zero in on landscape use with Google Earth. Should you do so, try to imagine the landscape as a tall and mixed grass prairie in the early 1800s, the habitat that supported monarchs for thousands of years. The fact that monarchs persist in this man-made environment, with massive empty fragments, is a testament to their adaptability and therefore the “representation” that is key to the Species Status Assessment used to determine an ESA designation (Taylor, 2023F).

Modifications of the landscape for agriculture and development have broken the connectivity that previously existed in the prairies. This process is ongoing. It follows, that to sustain the monarch migration, we will need to restore much of this connectivity, especially in the Upper Midwest and Ohio Valley that produce the largest number of monarchs that reach Mexico.

Origins of monarchs that reach Mexico

Prior to Native Americans and Europeans, eastern monarchs were a species of the tallgrass and short grass prairies. Their present distribution is much broader, ranging from Saskatchewan to the Maritimes in Canada and from the Front Range in the Rockies to the east coast. Common milkweed, Asclepias syriaca, an early successional species, rapidly colonizes disturbed soils and likely increased in abundance as Native Americans used fire to open up the landscape for hunting and the production of crops (Russell, 1983, Stewart et al., 2002). These activities, that ranged from Minnesota to the east coast, likely led to an increase in monarchs east of the grasslands (Brower,1995). Monarchs were known to the earliest settlers as the “King Billy”, a name taken from William of Orange, the King (1689-1702) at the time. Their occurrence in the late 1600s signals the presence of common milkweed and open areas in a forest climax region. As settlers opened up the landscape further, it is likely that both milkweeds and monarchs became even more abundant in the east (Brower, 1995). Thus, although the original distribution of the monarch is not known, it is likely that human activities have played a role in the distribution and abundance of monarchs for thousands of years. In this history, it’s probable that humans have both extended and reduced monarch habitats as the use of the land has changed over the centuries. This dynamic continues.

Remarkably, whatever the original distribution, tagged monarchs have been recovered from every 5×5 latitude/longitude sector east of the Rockies in which more than 400 monarchs have been tagged (Taylor, et al., in prep). These recoveries have included monarchs tagged in the Maritimes, a previously forested area, that probably had no monarchs before early settlers began opening up the landscape. While these records demonstrate the monarchs’ remarkable ability to respond to changes in the distribution of milkweeds, it remains a butterfly of what was originally the tall and mixed grass prairies as indicated by recoveries of tagged monarchs. Preliminary analysis of the recoveries of tags recovered in Mexico shows that about 70% of the monarchs reaching Mexico were tagged between longitudes from just west of Madison, WI to the middle of the Dakotas (90W to 100W). Another 20% were tagged from western Pennsylvania to just west of Madison (80W to 90W). The recoveries from the Maritimes to western PA to (65W to 80W) totaled about 10% (Taylor, et al., in prep). From these results, and other analyses (Thogmartin, et al., 2017), it’s clear that sustaining the monarch migration will require protection and restoration of nectar and milkweed resources in the Upper Midwest and the Ohio Valley.

Milkweeds and monarchs

Although monarch larvae are known to feed on about 30 of the more than 70 species of milkweeds known to occur in the United States and Canada, the eastern migration is largely dependent on three of these species, Asclepias syriaca, A. viridis and A. asperula. In fact, it is probably safe to say that there would be no eastern migration without these three species. All three are abundant and widespread, but their most import attribute is their ability colonize disturbed sites and to persist in spite of attempts to eliminate them through mowing and herbicides. Their ability to replace themselves sets them apart from most species in the genus. The vast majority of milkweed species are unable to colonize disturbed sites and none of them, aside from the three mentioned, are both widespread and abundant. Many species persist as small, scattered populations in sites with relatively little disturbance.

The reestablishment of the monarch population in the United States and Canada each spring involves a two-step process (Cockerel, Malcolm and Brower, 1993, Malcolm, Cockerel and Brower, 1993, Flockhart, et al., 2013). Monarchs return to Texas in March and early April. Females seek out milkweeds on which to lay eggs. Most of these eggs are laid on A. viridis, the most common milkweed in Texas and Oklahoma. Many are also laid on A. asperula that is also abundant in portions of Texas west of I-35. Most of the returning adults die by the end of April, and about that time, the earliest offspring of these monarchs begin their migration northward. The first-generation females in this cohort mate and lay eggs as they move north with most eggs being laid on A. viridis in Texas, Oklahoma and even southern Kansas. As they move further into Kansas, A. viridis declines with the predominant host plant becoming A. syriaca north of 40N, the main summer breeding range. The dependence on common milkweed as the host for the summer generations is almost complete. Seiber, et al., 1986, and Malcolm et al., 1993 using cardenolide signatures specific for milkweed species found that 85% and 92%, respectively, of monarchs obtained from overwintering sites had fed on A. syriaca as larvae. Malcolm et al., 1993, also showed that 84% of the first-generation monarchs that colonized the Upper Midwest had fed as larvae on A. viridis. Clearly, without an abundance of A. viridis and A. asperula in Texas in March and April there would be little in the way of a first generation and therefore an infinitely small migratory generation in the fall – if there was any at all. So, it is not just A. syriaca that we need to sustain and restore in the Upper Midwest and Ohio Valley, we also need to protect and restore A. viridis and A. asperula in Texas, Oklahoma and Kansas.

Milkweed limitation vs migratory mortality hypotheses

The reduction in monarch numbers over the last two decades has given rise to two competing hypotheses about the cause of the decline. One is based on the observation that milkweeds have declined due to the adoption of herbicide tolerant (HT) row crops. This assessment has been termed the milkweed limitation hypothesis (Pleasants and Oberhauser, 2013). The presumption is that there is a link between the amount of habitat and the number of monarchs that reach Mexico. Stated more directly, fewer milkweeds mean fewer monarchs. The second interpretation comes from a series of mid-summer butterfly counts from eastern Illinois through the Ohio Valley that appear to show no decline in monarch numbers over many years (Crossley, et al., 2022, Inamine, et al., 2016, Ries, et al., 2015). These observations have led adherents to maintain that the population has declined due to events that occur during the migration or shortly after the monarchs reach the overwintering sites (Agrawal, 2019, Agrawal and Inamine, 2018). This hypothesis is termed the migration mortality hypothesis. A presumption in this case is that milkweed is not limiting in that females are able to locate enough plants to fulfill their reproductive potential. Proponents of the milkweed limitation hypothesis maintain that the summer counts fail to account for the loss of milkweeds from the intensely farmed areas of the Upper Midwest that followed the adoption of herbicide crop lines (Taylor, et al., 2020, Pleasants, et al., 2024). Those that maintain that the summer population has not declined argue that the reduction must be due to losses during the migration (Agrawal, 2019, Agrawal and Inamine, 2018). In effect, one side is arguing that milkweeds can be relatively abundant and widespread yet limiting due to massive fragmentation while the other argues that milkweed is so abundant that it can’t possibly be limiting. Early on in this discussion neither side considered other factors that determine the size of the population in a given year or through time. There is also a question about monarch production vs the area in which the summer counts were obtained. The majority of monarchs that reach the overwintering sites in Mexico originate from the Upper-Midwest (west of 90W, Taylor et al., in prep), the summer counts were obtained in lower production areas to the east of the Upper-Midwest, e.g., from 90-89W.

There are two questions that need to be dealt with in this debate. First, can a host plant be abundant and widespread and limiting at the same time? The answer is yes, and it has to do with fragmentation and the ability of monarchs to find diminished resources in a progressively fragmented landscape (Crone and Schultz, 2022, Fisher and Bradbury, 2021). Fragmentation surely has a cost. As search time, energy expenditure, and wing ware increase, realized fecundity is likely to decline. Our perception of the abundance and distribution of milkweeds and nectar sources is unlikely to align with how a monarch perceives those resources (Grant, et al., 2022). The second question deals with why the summer populations fail to track the general decline in monarch numbers. The butterfly counts that were used to indicate a disconnect between summer and winter numbers spanned a period before the adoption of herbicide tolerant (HT) corn and soybeans as well as the years after their use had largely eliminated milkweeds from these row crops.

A recent analysis of the same data showed that, while summer counts conducted during the interval before milkweed were eliminated from row crops (1994 -2005) were not correlated with winter numbers, those obtained after the elimination of milkweeds (2006-2021) from croplands were correlated with winter numbers (Pleasants, et al., 2024). The message here is that by including all years in the analysis, Crossley, et al., 2022 had combined data from a period during which milkweed was declining rapidly with a range of years in which habitat loss was minimal. This result also supports the assessment prior to the elimination of milkweeds in row crops that these “habitats” accounted for “most” of the monarchs that were produced in the Upper Midwest (Oberhauser, et al., 2001).

Questions about the number of monarchs in some counts can be approached in another way. In theory, if we know what has happened during every stage from the winter to the development of the second generation, especially if we know the timing and number of monarchs returning to Texas together with measures of the timing and numbers of the first-generation monarchs arriving at summer locations, we should be able to predict the relative size of the summer population. Indeed, a preliminary analysis suggests that this is possible since the number of sightings reported to Journey North of first-generation adults in the Ohio River Valley by mid- June is correlated with the mean temperature for May, p = 0.023, (Taylor, in prep).

Further, the possibility, indeed the likelihood, that declines in the distribution and abundance of milkweeds and increases in mortality during the migration both account for lower numbers in Mexico is not treated in detail. The loss of milkweeds is well established, and it is also clear that higher than average September temperatures in the Upper Midwest and Northeast (Culbertson, et al., 2021, Taylor, in prep.) and droughts (1999, 2000, 2011, 2019, 2022, 2023) (Taylor, et al., 2020, Hobson, et al., 2023) during the fall migration are associated with lower numbers reaching the overwintering sites in Mexico. However, knowing how many monarchs reach Mexico is only part of the story since the number returning from the overwintering sites to Texas in the spring is determined by the conditions during the winter months (Taylor, in prep) and the temperatures and abundance of nectar along the 800-mile pathway most monarchs use to reach the milkweed areas in Texas. In fact, the numbers returning from Mexico in March are often lower (2012 -2013) and sometimes higher (2013-2014) than would be expected from the overwintering counts (Taylor, 2021). The point here is that to understand the overwintering numbers, or those at any time during the year, we need an approach that links all the consequential events during the annual cycle.

How much habitat remains?

To further monarch conservation, we need to know a great deal about the distribution and abundance of the three milkweed species A. syriaca, A. viridis, A. asperula that play the greatest role as hosts for the population each year. These data need to be linked with what is known about the geographic origins of monarchs that successfully reach the overwintering sites in Mexico. The regions (Upper Midwest, Ohio Valley) where milkweeds are most used by monarchs are priority areas for restoration. In addition to tagging data, first sightings recorded by Journey North, egg and larval counts by the Monarch Larval Monitoring Project (MLMP), and surveys for adult abundance help define these priority regions. Beyond that, it is helpful to know the maximum size that a population can attain under the most favorable conditions. The presumption here is that the distribution and abundance of milkweeds sets a limit, or cap, on the number of monarchs that can be produced from a region under the most favorable conditions. Comparing conditions during population development each year allows us to define the metrics associated with both increases and decreases (Taylor, in prep). The conditions that occur during the most productive years tell us two things: the upper limit that can be supported by the available milkweed and what defines the most favorable conditions. Further, comparing conditions among all years (1994-2023) shows that larger numbers of monarchs were produced under similar conditions (1994-2003) when more milkweed was present. These observations support the milkweed limitation hypothesis, and they tell us that, at present, even under conditions similar to those of the early period, it is impossible for populations to reach the numbers of the early 90s given the current distribution and abundance of milkweeds.

The future status of monarchs: The listing

The Fish and Wildlife Service is under court order to establish whether there is sufficient evidence to confer protected status to the monarch butterfly based on provisions in the Endangered Species Act (ESA). The range of options includes not warranted, warranted but precluded (the current status), threatened 4d, and endangered. Under a threatened 4(d) ruling, FWS can customize prohibitions and regulate activities as it deems appropriate for a species under consideration. The range of potential prohibitions are listed in Section 9 of the ESA.

The decision will largely depend on how trends in the data are interpreted, the perceived imminent threats to the population, and the presumption that the migratory population would NOT be able to recover from a series of extreme events and would therefore become extinct. In practice, the decision should be based on the best available data-based science and not speculation. In general, such decisions are preceded by a Species Status Assessment (SSA). This assessment includes a literature review and usually the opinions of experts. It’s centered around what are known as the three r’s: resilience, redundancy and representation. Resilience refers to the ability of the species to respond to stochastic (random) events. Redundancy represents an assessment of the ability of a species to respond to catastrophic mortality. Representation seems to have two interpretations: the ability of a species to adapt to long-term changes in the environment and/or the species’ role in the ecological processes in the range it occupies (Taylor, 2023F). For reasons that are not clear, none of these criteria were assessed in detail in the SSA used as the basis of the threatened but precluded status for monarchs issued in 2020 (Fish and Wildlife Service, Monarch SSA, 2020). Yet, at the time of the SSA, there was ample evidence that supported each of the three r’s for monarchs (Taylor, 2023F). Monarchs are a resilient species with a high reproductive rate that is well adapted to recover from extreme climatic events and catastrophic mortality. It’s clear that monarchs have recovered from low numbers many times in the past (Taylor, 2021, 2023, A, B, C, F).

The depth and quality of the assessment is important since the pending decision and the attendant assumptions and prohibitions, will have consequences that are likely to involve agricultural interests, pesticide regulations, landowners, government sponsored restoration programs, conservation efforts led by NGOs and corporations as well as citizens and even educational programs. This decision will have a far-reaching impact.

An underlying assumption in the Endangered Species Act is that regulations limiting harvest (take), protecting habitats, or managed propagation followed by releases, which have led to the restoration of a number of vertebrates, will also work for monarchs and other invertebrates whose numbers are determined by weather. That’s not likely. Threatened 4(d) prohibitions and regulations will surely be ineffective in this case and could have unintended consequences.

Monarch numbers now and in the coming decades

The low number of hectares of overwintering monarchs in 2013 (.67ha) was a shock. At the time, knowledge of monarch demography was minimal, and there was no understanding of why the population was low and no prior record of recoveries from low numbers. In the West, monarch numbers went from lows in 2018 (27,721) and 2019 (29,429) to only 1849 in California in 2020, a number that was believed to be below the extinction threshold for that population. Both populations recovered rapidly. By 2015, the overwintering numbers in the East measured 4.05 hectares, a remarkable recovery in just two years. In the West, the low winter count in 2020 led to >247K in the fall of 2021 (Taylor, 2023C). In retrospect, the recoveries from low numbers in both the East and West indicate how little we knew at that time about the factors that determine monarch numbers from one year to the next. There was an overreaction in both cases. Recoveries from both lows indicate that there is enough habitat to support 6-7 hectares of overwintering monarchs in the East (6.05ha in 2018) and at least 350K monarchs in the West when conditions are favorable.

In the immediate future and perhaps into the next two decades, the population will be relatively stable since it is not presently on a continuous downward trend as it was from 2000-2006. Meehan and Crossly (2023), using a statistical approach, pointed out that the decline in numbers in the East over the last 29 years progressed at an uneven rate and concluded that the population has not decreased measurably over the last 10 years. This pattern can also be seen in the 3, 5 and 7-year running averages in Table 1. The running averages as of 2023, are similar to those of 2013-2015, Table 2. Although the numbers reported for the winter of 2023-2024, were low (0.9ha), and therefore alarming, this number is within the range of variation (0.7-6.5ha) we might expect over the next two decades. As mentioned earlier, and in several of the Monarch Watch Blog texts, monarchs have gone through many ups and downs in the past and there are reasons to be confident that they will recover again – IF weather allows and IF the collective “WE” sustain and restore the resources that monarchs require.

table2
Table 2. Running averages from 2013-2015 compared with 2023.

Although there are reasons to be optimistic, there are trends in the data that are of concern. Higher than average March and September temperatures are strongly associated with years in which the population declines. Both have negative effects. High March temperatures allow monarchs to advance into higher latitudes where mortality due to late frosts kill eggs and larvae. The lower temperatures also lead to longer periods of development and older mean age to reproduction for the first-generation cohort. These effects reduce the rate of population growth. High temperatures in September slow the exodus from the northern latitudes since monarchs reduce flight when temperatures exceed 86F. High temperatures also shorten flowering periods and perhaps the availability of nectar for late monarchs. Whatever the interaction, these high temperatures are associated with years during which numbers are lower. Another concern involves a trend in higher temperatures in September and October in southern latitudes (<35N). At some point, it is likely to become so warm that larvae developing at these latitudes will no longer be able to enter diapause and migrate. Given these trends, together with habitat losses due to intensive land use and the growth of our cities and towns, monarch numbers will gradually decline unless habitat restoration more than matches the annual loss of habitat. There is no doubt, it’s up to us to maintain the Eastern monarch migration.

Acknowledgements

The views and interpretations in this text have been shaped by conversations with many colleagues and by numerous data sets large and small provided by citizen scientists. Many insights have been gained through our tagging program at Monarch Watch. The latter has involved thousands of taggers and assistance of many. Through all of these efforts I have been ably assisted by Jim Lovett, Ann Ryan and Dena Podrebarac and many others. John Pleasants has patiently listened or read many of my views and has offered statistical advice on many occasions. My approach to monarch demography, which I only touch on in this text, is derivative of a graduate course in Insect Ecology I took at the University of Connecticut more than 60 years ago.

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Monarch Watch One-Day Fundraiser Today!

6 March 2024 | Author: Jim Lovett

Today only! Help Monarch Watch climb to the top of the leaderboard again and get more milkweed in the ground by making a donation of any amount during this special one-day fundraising event, through midnight tonight. Thank you for your support!

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