cactus

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(kăk'təs) pronunciation
n., pl., -ti (-tī'), or -tus·es.
  1. Any of various succulent, spiny, usually leafless plants native mostly to arid regions of the New World, having variously colored, often showy flowers with numerous stamens and petals.
  2. Any of several similar plants.

[Latin, cardoon, from Greek kaktos.]



In general use the plural is cactuses, in botany it is often (but not always) cacti.

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Golden rainbow cactus (Echinocereus dasyacanthus), a hedgehog cactus, growing in the desert
(click to enlarge)
Golden rainbow cactus (Echinocereus dasyacanthus), a hedgehog cactus, growing in the desert (credit: © Robert and Linda Mitchell)
Any of the flowering plants that make up the family Cactaceae, containing about 1,650 species, native through most of North and South America, with the greatest number and variety in Mexico. Cacti are succulent perennials. Most live in and are well adapted to dry regions. Cacti generally have thick herbaceous or woody stems containing chlorophyll. Leaves usually are absent or greatly reduced, minimizing the surface area from which water can be lost; the stem is the site of photosynthesis. The generally thin, fibrous, shallow root systems range widely in area to absorb superficial moisture. Cacti vary greatly in size and appearance, from buttonlike peyote and low clumps of prickly pear and hedgehog cactus (Echinocereus) to the upright columns of barrel cacti (Ferocactus and Echinocactus) and the imposing saguaro. Cacti can be distinguished from other succulent plants by the presence of small cushionlike structures (areoles) from which, in almost all species, spines arise, as do flowers, branches, and leaves (when present). Flowers, often large and colourful, are usually solitary. Cacti are widely cultivated as ornamentals. Various species, notably prickly pears and chollas, are cultivated as food. Barrel cacti are an emergency source of water for people.

For more information on cactus, visit Britannica.com.

The common name for any member of the cactus family (Cactaceae). There are 120 genera with perhaps 1700 species, nearly all indigenous to America. The cacti are among the most extremely drought-resistant plants, and consequently they thrive in very arid regions. The group is characterized by a fleshy habit, presence of spines and bristles, and large, brightly colored, solitary flowers. There is a great variety of body shapes and patterns, and many of the species are grown as ornamentals or oddities. A few have edible fruits. The cochineal insect, which produces a valuable red dye, is cultivated chiefly on the cochineal cactus (Nopalea coccinellifera). The saguaro (Cereus giganteus) of Arizona and Sonora is the largest of the cacti, attaining a height of 70 ft (21 m). See also Caryophyllales.

Cacti grow in many habitats, ranging from epiphytes living on trees in dense tropical forests to large, isolated plants in deserts. In all cases, various adaptations that lead to water conservation are apparent. For example, the stems of most cacti are massive and can store large amounts of water that sustain the plants during prolonged drought. Adaptations for water conservation also occur on a metabolic level. Cacti have a thick waxy cuticle on their stems, which acts as a waterproofing skin. Also, the pores (called stomata or stomates) in the cactus skin that are necessary for the uptake of carbon dioxide (CO2) from the atmosphere tend to open only at night. Much less water (generally 80–90% less) is lost by transpiration during the nocturnal opening of stomata by cacti compared with the daytime stomatal opening of most other plants. The opening of stomata at night presents a problem for photosynthesis, which requires light. Specifically, photosynthesis uses atmospheric carbon dioxide and the energy of sunlight to form sugars in the chloroplasts of the chlorenchyma. During the night malic acid accumulates in the large vacuoles of cactus chlorenchyma cells; during the next daytime, when the stomata have closed, carbon dioxide is released from the accumulated acid within the stems of cacti. Carbon dioxide is then fixed into sugars via photosynthesis when sunlight is available as the energy source. This process, known as crassulacean acid metabolism (CAM) because it was first discovered in the plant family Crassulaceae, is crucial for the adaptation of cacti to the dry conditions characteristic of deserts. Its water-conserving attribute is also important in the increasing cultivation of cacti for their fruits and as fodder for livestock, particularly cattle.


cactus, any plant of the family Cactaceae, a large group of succulents found almost entirely in the New World. A cactus plant is conspicuous for its fleshy green stem, which performs the functions of leaves (commonly insignificant or absent), and for the spines (not always present) of various colors, shapes, and arrangements. Cactus flowers are notably delicate in appearance although usually large and showy; they are commonly yellow, white, or shades of red and purple. Many species are pollinated by bats. Cactus fruits are berries and are usually edible. A cactus plant appears on the coat of arms of Mexico, and the blossom of the giant cactus, or saguaro (Cereus giganteus), is the state flower of Arizona.

The plants vary from small, round globes to epiphytes, vines, and large treelike forms. The reduced leaf surface, the enlarged fleshy stem, which is well fitted to store water and to retain it, and the ramified and extensive root system (much reduced in cultivated cacti) make the plant particularly adapted to regions of high temperature and long dry periods. Cacti are not restricted to desert regions, however, for in America they range from the tropics into Canada.

Most cacti bloom in the spring for a very short period, sometimes for only a few hours. The blossoms are noticeably sensitive to light, and often different species blossom only at specific times of the day. One of the most famous of the cacti is the night-blooming cereus usually classified as Selenicereus or C. grandiflora (several other night-blooming cactus species bear the same common name). Its fragrant blossoms unfold at a visible rate after sunset and last only a single night. In many of its native habitats the flowering of this cactus is celebrated with festivals.

Economic Importance

The largest cactus genus is Opuntia, jointed-stemmed species recognizable by the fleshy stems made up of either cylindrical (in the cane cacti and the chollas) or flattened (in the prickly pears) joints called pads. The large pear-shaped berries of several of these species are edible, e.g., the cultivated varieties of the Indian fig and the tuna. This fruit is common in Mexican markets; the plants have been widely naturalized in the Mediterranean countries, Australia, and elsewhere as a source of food. Most opuntias grow so rapidly to a large and ungainly size that they are unsuitable for cultivation as ornamentals, and in the wild often become weeds.

However, the major economic importance of the cactus family is in the florists' trade. Among those cultivated for their showy blossoms are the Christmas cactus (Zygocactus) and species of Echinocereus and of Epiphyllum, the orchid cactus. The pincushion cacti (Mammillaria), the golden ball cactus (Echinocactus), and the hedgehog cactus (Echinopsis) are among the many grown as oddities for their curious appearance.

The nopal (Nopalea coccinellifera) is the cactus traditionally cultivated as a host for the cochineal insect, and the hallucinatory drug mescaline occurs in the genera Lophophora (peyote) and Trichocereus. Other cacti are used as a substitute for wood, as stock feed, and for hedges.

Classification

Cactus is classified in the division Magnoliophyta, class Magnoliopsida, order Caryophyllales, family Cactaceae.

Bibliography

See L. Benson, The Cacti of the United States and Canada (1982) and A. C. Gibson and P. S. Nobel, The Cactus Primer (1986).


Cacti are succulent perennials that are native to arid and semi-arid regions and are cultivated extensively, except where freezes regularly occur. The land area devoted to cactus cultivation in 2001 was about 1.8 million hectares (4.4 million acres), mostly for fodder, and over half of which was in northern Africa and northeastern Brazil. Cacti are also cultivated in over twenty countries for their fruits, which commercially fall into three categories: cactus pears, which are the fruits of the prickly pear Opuntia ficus-indica and certain other cacti with flat stems (cladodes), and represent over 90% of the cactus fruits sold; pitahayas, which are the fruits of vine cacti in the genera Hylocereus and Selenicereus; and pitayas, which are the fruits of columnar cacti. Young cladodes are consumed as a vegetable (nopalitos), particularly in Mexico. Nearly all cacti employ a photosynthetic pathway known as Crassulacean acid metabolism (CAM), in which the stomates (shoot pores that allow CO2 entry) open primarily at night, when temperatures are lower and water loss is lower than for the overwhelming majority of plants, whose stomates open during the daytime. The best known edible CAM plant is pineapple, which is cultivated on about half as much area as cacti. Because of their lower water loss, cacti and other CAM plants thrive in dry regions (and also require little or no irrigation when cultivated in other regions.

History

Although evidence for cacti in human diets goes back more than 8,000 years in present-day Mexico, worldwide consumption has developed only in the last few hundred years. Cacti were introduced into Europe in 1495 from the second trip of Christopher Columbus to the New World. Opuntia ficus-indica spread across the Mediterranean region in the sixteenth century, where it readily grew under the local semi-arid conditions. Also in the sixteenth century, Spaniards introduced Hylocereus undatus into the Philippines, whence it spread throughout southeast Asia. In the nineteenth century, it became established in Viet Nam and is now extensively cultivated in the Mekong Delta, where its tasty fruit with red peel and white pulp is called "dragon fruit." Also in the nineteenth century, the columnar Stenocereus queretaroensis was domesticated in Jalisco, Mexico. None of these species received much agronomic attention until the end of the twentieth century, and even then the money for research and development was meager. Both fruit crops and young cladodes used as vegetables require much hand labor. Although machines have been developed to remove the irritating small spines (termed "glochids") from cactus pears, many improvements in their cultivation await future research.

Fruits

Fruits of many cacti are edible. Indeed, the Seri Indians of the southwestern United States and northwestern Mexico consumed fruits from over twenty species, including those of the saguaro cactus (Carnegiea gigantea), used by various Native Americans for fruits and wine. Fruits collected from the wild influenced the species selected for domestication. Such selections involved various species of Opuntia in Mexico, eventually leading to the presently planted cultivars.

Cactus pear. The fruits of Opuntia ficus-indica and a few other prickly pears are harvested in the summer from plants that are one to three meters tall. Harvest can be delayed by removing the early flowers, as is commonly done in Sicily, leading to a second harvest in the autumn that is more valuable per fruit due to lessened competition from other species. One-year-old cladodes can bear five to fifteen fruits each; terminal cladodes with fewer fruits tend to bear larger ones (over 150 g each), which command higher prices. After harvesting, the fruits must have the glochids removed mechanically, after which they are often packaged by color and weight. Fruits with red pulp are prized in the United States and certain European countries, whereas greenish pulp for mature fruits is generally preferred in Mexico. Although sold in supermarkets worldwide, fruits are also sold by street vendors, who slice the peel and provide the exposed pulp directly to the consumer. The relatively large seeds are a detriment to fruit consumption by many, but the seeds are harmless and readily swallowed by aficionados.

The country with the greatest land area devoted to cactus pear cultivation is Mexico (Table 1). Annual production can be over fifteen tons fresh weight per hectare under intensive management. In Mexico, Sicily, Israel, and the United States, most production is from commercial plantations, whereas in other Latin American countries and in northern Africa, a large amount of the fruit is collected from hedges and other informal plantings.

Pitahayas and pitayas. The most widely cultivated pitahaya is Hylocereus undatus, which in 2001 was cultivated on about 12,000 hectares in many countries, including Viet Nam, Taiwan, the Philippines, Mexico, Guatemala, Peru, Colombia, and Israel. It is a vine that is trained to grow on posts, trellises, or arbors. Its relatively large fruits (generally 250 to 500 g) are harvested after the peel, which has no spines or glochids, turns red. The pulp is whitish with small black seeds. Other species of Hylocereus and Selenicereus megalanthus have peels and pulps of various colors, leading to a wide choice of tasty and visually appealing fruits.

Table 1

Land areas and harvests for fruit production by Opuntiaficus-indica and closely related species in 2001
CountryArea (hectares)Annual harvest (tons fresh weight)
Argentina 900 8,000
Bolivia 1,300 3,500
Chile 1,200 9,000
Israel 400 7,000
Italy 7,500 80,000
Mexico 70,000 400,000
Northern Africa (Algeria, Morocco, Tunisia) ~20,000
South Africa 200 1,500
United States 200 3,600

Although their cultivation is expanding rapidly, in 2001 pitayas were harvested on only about 3,000 hectares worldwide, mostly in Mexico, from species like Cereus peruvianus, and especially Stenocereus queretaroensis and other Stenocereus species. Fruits grow along the main stem and branches about two to six meters above the ground, requiring a pole with a basket-like attachment for harvest of individual fruits. Fruits of Stenocereus queretaroensis have an attractive and tasty dark red or purple pulp with small seeds (like those in kiwis) that are easily swallowed. However, the fruits tend to split within two or three days after harvest, requiring rapid local consumption.

Vegetables

Tender young cladodes about 10 to 15 cm long of Opuntia ficus-indica, Opuntia robusta, and a few related species are used in Mexico as nopalitos. About 6,000 hectares were cultivated for this purpose in 2001, and nopalitos are also prepared from plants in the wild or growing around houses, or as hedges. The raised portions of the stem containing spines and glochids are readily removed with a knife or by machine. The cladodes are then generally sliced or diced and blanched in a weak saline solution for a few minutes to remove excess mucilage. After draining, the material can be cooked, yielding a vegetable with a taste not unlike string beans or okra. Because of their high fructose and mucilage content, nopalitos are highly recommended for people with type II diabetes. Often the blanched material is pickled and used as a relish or in salads. More than thirty companies sold pickled nopalitos in Mexico in 2001, and this product is in supermarkets worldwide.

Other Uses

Other uses of cacti range from candy made from the stems of barrel cacti that have been infused with a sugar solution to peyote from dried stems of Lophophora williamsii, used by Native Americans for ceremonial purposes. Flowers have been used for medicinal purposes and to make perfume. The seeds of cacti such as Opuntia ficus-indica have been dried, ground, and then used as a flavoring paste for cooking. Carminic acid, an important red dye for food coloring, can be extracted from dried cochineal insects that feed on Opuntia ficus-indica. Although most cactus pears are consumed fresh, sorbets and marmalades are also prepared from the fruits. The strained pulp of fresh fruits is used as a fruit drink or fermented to make wine. Fruits of cactus pears are also partially dried and sold in brick-sized blocks in Mexico. More than thirty brands of dried and powdered cladodes are sold in Mexico as a dietary supplement. The range of edible products from cacti is indeed great and their use is steadily increasing, as more people become willing to try new and natural foods, and growers search for crops that do not need irrigation.

Bibliography

Mizrahi, Yosef, Avinoam Nerd, and Park S. Nobel. "Cacti as Crops." In Horticultural Reviews 18 (1997): 291–319.

Nobel, Park S. Los Incomparables Agaves y Cactos. Translated by Edmundo Garcia Moya. Mexico City: Editorial Trillas, 1998.

Nobel, Park S. Remarkable Agaves and Cacti. New York: Oxford University Press, 1994.

Nobel, Park S., editor. Cacti: Biology and Uses. Berkeley, California: University of California Press, 2002.

Valles Septién, Carmen, editor. Succulentas Mexicanas/Cactáceas. Mexico City: CVS Publicaciones, 1997.

—Park S. Nobel


A plant in the immense Cactaceae family. The majority are spiny succulent plants. Most are native to the dry desert regions of the Americas, but a few are tropical epiphytes.

cactus

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pronunciation

IN BRIEF: More than one plant with fleshy stems and spines or scales instead of leaves.

pronunciation There were several kinds of cacti in the desert garden.

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Cactus
Temporal range: 35-0 Ma
Late Paleogene - Recent
Echinopsis mamillosa
Scientific classification e
Kingdom: Plantae
clade: Angiosperms
clade: Eudicots
Order: Caryophyllales
Family: Cactaceae
Juss.
Subfamilies

See also Classification of the Cactaceae

A cactus is a member of the plant family Cactaceae, within the order Caryophyllales. The word cactus is derived through Latin from the Ancient Greek κάκτος (kaktos), a name originally used for a spiny plant whose identity is not certain. The plural of cactus varies; the Latin cacti, the English cactuses and the uninflected plural cactus are all used.[1] With the exception of one species, cacti are native to the Americas, ranging from Patagonia in the south to parts of western Canada in the north.

Most cacti live in habitats which are subject to at least some degree of drought. Many live in extremely dry environments, even being found in the Atacama Desert, one of the driest places on earth. Cacti show many adaptations to conserve water. Most species of cacti have lost true leaves, retaining only spines, which are highly modified leaves. As well as defending against herbivores, spines reduce air flow close to the cactus and provide some shade, both of which help to prevent water loss. Cactus spines are produced from specialized structures called areoles, a kind of highly reduced branch; areoles are an identifying feature of cacti. As well as spines, areoles give rise to flowers, which are usually tubular and multi-petaled.

In the absence of leaves, enlarged stems carry out photosynthesis. Unlike many other succulents, the stem is the only part of most cacti where this vital process takes place. Cactus stems also store water, often being ribbed or fluted which allows them to expand and contract easily. Cacti come in a wide range of shapes and sizes. The tallest free-standing cactus is Pachycereus pringlei, with a maximum recorded height of 19.2 m (63 ft),[2] and the smallest is Blossfeldia liliputiana, only about 1 cm (0.4 in) in diameter at maturity.[3] The smaller cacti usually have globe-shaped stems, combining the highest possible volume with the lowest possible surface area. Many cacti have a short growing season and a long dormancy and are able to react quickly to any rainfall, helped by an extensive but relatively shallow root system. A fully grown saguaro (Carnegiea gigantea) is said to be able to absorb as much as 200 US gallons (760 l; 170 imp gal) of water during a rainstorm.[4]

Like other succulent plants, most cacti employ a special mechanism called "Crassulacean acid metabolism" (CAM) as part of photosynthesis. Transpiration, during which carbon dioxide enters the plant and water escapes, does not take place during the day at the same time as photosynthesis, but instead occurs at night. The plant stores the carbon dioxide it takes in as malic acid, retaining it until daylight returns and only then using it in photosynthesis. Because transpiration takes place during the cooler, more humid night hours, water loss is significantly reduced.

A few species are significantly different in appearance from most of the family. At least superficially, plants of the genus Pereskia resemble the other trees and shrubs which grow around them. They have persistent leaves and, when older, bark-covered stems. Their areoles identify them as cacti, and in spite of their appearance they too have many adaptations for water conservation. Pereskia is considered to be close to the ancestral species from which all cacti evolved. In tropical regions, other cacti grow as forest climbers and epiphytes (plants which grow on trees). Their stems are typically flattened, almost leaf-like in appearance, with fewer or even no spines, like the well known Christmas cactus or Thanksgiving cactus (in the genus Schlumbergera).

Cacti have a variety of uses: many species are used as ornamental plants, others are grown for fodder or forage, others for food (particularly their fruit). Cochineal is the product of an insect that lives on some cacti.

Many species of cactus have long, sharp spines, like this Opuntia.
Contents

Morphology

Ferocactus species, a "cactoid", in its native Arizona habitat

There are some 1,500–1,800 species of cacti, most of which fall into one of two groups of "core cacti": opuntias (subfamily Opuntioideae) and "cactoids" (subfamily Cactoideae). Most members of these two groups are easily recognizable as cacti. They have fleshy succulent stems which are major organs of photosynthesis; absent, small or transient leaves; and flowers with ovaries which lie below the sepals and petals, often deeply sunken into a fleshy receptacle (the part of the stem from which the flower parts grow). All cacti have areoles – highly specialized short shoots with extremely short internodes, from which spines, normal shoots and flowers are produced.[5]

The remaining cacti fall into only two genera, Pereskia and Maihuenia, and are rather different,[5] which means that any description of cacti as a whole must frequently make exceptions for them. Pereskia species superficially resemble other tropical forest trees. When mature they have woody stems which may be covered with bark; leaves which are long-lasting and are the main means of photosynthesis; flowers which may have superior ovaries (i.e. which are above the points of attachment of the sepals and petals); and areoles which produce further leaves. The two species of Maihuenia have small globe-shaped bodies with prominent leaves at the top.[5]

Growth habit

Cacti show a wide variety of growth habits, which are difficult to divide into clear, simple categories. Cacti can be treelike (arborescent), meaning that they typically have a single more-or-less woody trunk topped by several to many branches. In the genus Pereskia the branches are covered with leaves, so that species of this genus may not be recognized as cacti. In most other cacti the branches are more typically cactus-like, bare of leaves and bark and covered with spines, as in Pachycereus pringlei or the larger opuntias. Some cacti may become tree-sized but without branches, such as larger specimens of Echinocactus platyacanthus. Cacti may also be described as shrubby, with several stems coming from the ground or from branches very low down, such as in Stenocereus thurberi.[6]

Smaller cacti may be described as columnar. They consist of erect cylinder-shaped stems, which may or may not branch, without a very clear division into trunk and branches. The boundary between columnar forms and treelike or shrubby forms is difficult to define. Smaller and younger specimens of Cephalocereus senilis, for example, are columnar, whereas older and larger specimens may become treelike. In some cases the "columns" may be horizontal rather than vertical. Thus Stenocereus eruca has stems that grow along the ground, rooting at intervals.[6]

Cacti whose stems are smaller still may be described as globular (or globose); they consist of stems which are shorter and more "ball-shaped" than those of columnar cacti. Globular cacti may be solitary, such as Ferocactus latispinus, or their stems may form clusters, possibly creating quite large mounds. All or some of the stems in a cluster may have a common root.[6]

Other cacti have a quite different appearance. In tropical regions, some cacti grow as forest climbers and epiphytes. Their stems are typically flattened, almost leaf-like in appearance, with fewer or even no spines. Climbing cacti can be very large; a specimen of Hylocereus was said to be 100 meters (330 ft) long from root to the most distant stem. Epiphytic cacti, such as species of Rhipsalis or Schlumbergera, often hang downwards, forming dense clumps where they grow in trees high above the ground.[6]

Growth habits of cacti

Tall treelike habit (Pachycereus pringlei)

Tall unbranched columnar habit (Cephalocereus)

Shorter clustered columnar habit (Ferocactus pilosus)

Solitary globular habit (Ferocactus echidne)



Clustered globular habit (Rebutia species)

Epiphytic cactus (Rhipsalis paradoxa)

Treelike habit (Pereskia aculeata)


Stems

Stem of Mammillaria longimamma, showing tubercles

The leafless spiny stem is the characteristic feature of the majority of cacti (and all of those belonging to the largest subfamily, the Cactoideae). The stem is typically succulent, meaning that it is adapted to store water. The surface of the stem may be smooth (as in some species of Opuntia) or covered with protuberances of various kinds, which are usually called "tubercles". These vary from small "bumps" to prominent nipple-like shapes in the genus Mammillaria and outgrowths which are almost like leaves in Ariocarpus species. The stem may also be ribbed or fluted in shape. The prominence of these ribs depends on how much water the stem is storing: when full (up to 90% of the mass of a cactus may be water), the ribs may be almost invisible on the swollen stem, whereas when the cactus is short of water and the stems shrink, the ribs may be very visible.[6]

The stems of most cacti are some shade of green, often bluish or brownish green. Such stems contain chlorophyll and are able to carry out photosynthesis; they also have stomata (small structures which can open and close to allow the passage of gases). Cactus stems are often visibly waxy.[6]


Areoles

Cactus areoles

Areole of Pereskia grandifolia showing its position relative to leaves

Cross-section of Cereus showing areoles with spines and wool




Areoles of an Echinopsis species

Close-up of an areole of Astrophytum capricorne showing fine wool

Flowers appear from the upper part of an areole, spines from the lower


Areoles are structures unique to cacti. Although variable, they typically appear as woolly or hairy areas on the stems from which spines emerge. Flowers are also produced from areoles. In the genus Pereskia, believed to be similar to the ancestor of all cacti, the areoles occur in the axils of leaves (i.e. in the angle between the leaf stalk and the stem).[7] In leafless cacti, areoles are often borne on raised areas on the stem where leaf bases would have been.

Areoles are highly specialized and very condensed shoots or branches. In a normal shoot, nodes bearing leaves or flowers would be separated by lengths of stem (internodes). In an areole, the nodes are so close together that they form a single structure. The areole may be circular, elongated into an oval shape, or even separated into two parts; the two parts may be visibly connected in some way (e.g. by a groove in the stem) or appear entirely separate (a dimorphic areole). The part nearer the top of the stem then produces flowers, the other part spines. Areoles often have multicellular hairs (trichomes) which give the areole a hairy or woolly appearance, sometimes of a distinct color such as yellow or brown.[6]

In most cacti, the areoles produce new spines or flowers only for a few years, and then become inactive. This results in a relatively fixed number of spines, and flowers being produced only from the ends of stems, which are still growing and forming new areoles. In Pereskia, a genus close to the ancestor of cacti, areoles remain active for much longer; this is also the case in Opuntia and Neoraimondia.[6]

Leaves

The great majority of cacti have no visible leaves; photosynthesis takes place in the stems (which may be flattened and leaflike in some species). Exceptions occur in three groups of cacti. All the species of Pereskia are superficially like normal trees or shrubs and have numerous leaves. Many cacti in the opuntia group (subfamily Opuntioideae, opuntioids) also have visible leaves, which may be long lasting (as in Pereskiopsis species) or be produced only during the growing season and then be lost (as in many species of Opuntia).[6] The small genus Maihuenia also relies on leaves for photosynthesis.[8] The structure of the leaves varies somewhat between these groups. Pereskia species have "normal" leaves, with a midrib and a flattened blade (lamina) on either side. Opuntioids and Maihuenia have leaves which appear to consist only of a midrib.[9]

Even those cacti without visible photosynthetic leaves do usually have very small leaves, less than 0.5 mm (0.02 in) long in about half of the species studied and almost always less than 1.5 mm (0.06 in) long. The function of such leaves cannot be photosynthesis; a role in the production of plant hormones such as auxin and in defining axillary buds has been suggested.[10]

Spines

Botanically "spines" are distinguished from "thorns": spines are modified leaves, thorns are modified branches. Cacti produce spines, always from areoles as noted above. Spines are present even in those cacti which have leaves, such as Pereskia, Pereskiopsis and Maihuenia, so they clearly evolved before complete leaflessness. Some cacti only have spines when young, possibly only when seedlings. This is particularly true of tree-living cacti such as Rhipsalis or Schlumbergera, but ground-living cacti such as Ariocarpus also lack spines when mature.[6]

The spines of cacti are often useful in identification, since they vary greatly between species in number, color, size, shape and hardness, as well as in whether all the spines produced by an areole are similar or whether they are of distinct kinds. Most spines are straight or at most slightly curved, and are described as hair-like, bristle-like, needle-like or awl-like, depending on their length and thickness. Some cacti have flattened spines (e.g. Schlerocactus papyracanthus). Other cacti have spines which are hooked; sometimes one or more central spines will be hooked while outer spines are straight (e.g. Mammillaria rekoi).[6]

As well as normal length spines, members of the subfamily Opuntioideae have relatively short spines, called "glochids", which are barbed along their length and easily shed. These enter the skin and are then difficult to remove, causing long-lasting irritation.[6]


Cactus spines

Varied spines of a Ferocactus

Hooked central spine (cf. Mammillaria rekoi)

Unusual flattened spines of Schlerocactus papyracanthus

Glochids of Opuntia microdasys


Roots

Most ground-living cacti have only fine roots which spread out around the base of the plant, for longer or shorter distances, keeping close to the surface. Some cacti have taproots; in genera such as Copiapoa these are considerably larger and of a greater volume than the body. Taproots may aid in stabilizing the larger columnar cacti.[11] Climbing, creeping and epiphytic cacti may have only adventitious roots, produced along the stems where these come into contact with a rooting medium.[6]

Flowers

Large flowers of an Echinopsis

Like their spines, cactus flowers are variable. Typically the ovary is surrounded by material derived from stem or receptacle tissue, forming a structure called a pericarpel. Tissue derived from the petals and sepals continues the pericarpel, forming a composite tube – the whole may be called a "floral tube", although strictly speaking only the part furthest from the base is floral in origin. The outside of the tubular structure often has areoles which produce wool and spines. There are typically also small scale-like bracts on the tube, which gradually change into sepal-like and then petal-like structures, so that the sepals and petals cannot be clearly differentiated (and hence are often called "tepals").[6] Some cacti produce floral tubes without wool or spines (e.g. Gymnocalycium)[12] or which are completely devoid of any external structures (e.g. Mammillaria).[6] Unlike the flowers of other cacti, Pereskia flowers may be borne in clusters.[7]

Cactus flowers usually have many stamens but only a single style, which may branch at the end into more than one stigma. The stamens usually arise from all over the inner surface of the upper part of the floral tube although in some cacti the stamens are produced in one or more distinct "series" in more specific areas of the inside of the floral tube.[6]

The flower as a whole is usually radially symmetrical (actinomorphic), but may be bilaterally symmetrical (zygomorphic) in some species. Flower colors range from white through yellow and red to magenta.[6]

Adaptations for water conservation

All cacti have some adaptations which promote the efficient use of water. Most cacti – opuntias and cactoids – are specialists in surviving in hot and dry environments (i.e. they are xerophytes), but the first ancestors of modern cacti were already adapted to periods of intermittent drought.[5] A small number of cactus species in the tribes Hylocereeae and Rhipsalideae have become adapted to life as climbers or epiphytes, often in tropical forests, where water conservation is less important.

Leaves and spines

The absence of visible leaves is one of the most striking features of most cacti. Pereskia, which is close to the ancestral species from which all cacti evolved, does have long-lasting leaves, which are, however, thickened and succulent in many species.[5] Other species of cactus with long-lasting leaves, such as the opuntioid Pereskiopsis, also have leaves which are succulent.[13] A key issue in retaining water is the ratio of surface area to volume. Water loss is proportional to surface area, whereas the amount of water present is proportional to volume. Structures with a high surface area-to-volume ratio, such as thin leaves, necessarily lose water at a higher rate than structures with a low area-to-volume ratio, such as thickened stems.

Spines, which are modified leaves, are present on even those cacti which do have true leaves, showing that the evolution of spines preceded the loss of leaves. Although spines have a high surface area-to-volume ratio, at maturity they contain little or no water, being composed of fibers made up of dead cells.[9] As well as providing protection from herbivores and camouflage in some species, spines assist in water conservation in several ways. They trap air near to the surface of the cactus, creating a moister layer which reduces evaporation and transpiration. They can provide some shade which lowers the temperature of the surface of the cactus, also reducing water loss. When sufficiently moist air is present, such as during fog or early morning mist, spines can condense moisture which then drips onto the ground to be absorbed by the roots.[6]

Stems

Stem of young Cereus hildmannianus subsp. uruguayanus, showing ribbing and waxy coating

The majority of cacti are "stem succulents", i.e. plants in which the stem is the main organ used to store water. Water may form up to 90% of the total mass of a cactus. Stem shapes vary considerably among cacti. The cylindrical shape of columnar cacti and the spherical shape of globular cacti produce a low surface area-to-volume ratio, thus reducing water loss as well as minimizing the heating effects of sunlight. The ribbed or fluted stems of many cacti allow the stem to shrink during periods of drought and then swell as it fills with water during periods of availability.[6] A mature saguaro (Carnegiea gigantea) is said to be able to absorb as much as 200 US gallons (760 l; 170 imp gal) of water during a rainstorm.[4] The outer layer of the stem usually has a tough cuticle, reinforced with waxy layers, which reduce water loss. These layers are responsible for the grayish or bluish tinge to the stem color of many cacti.[6]

The stems of most cacti have adaptations to allow them to conduct photosynthesis in the absence of leaves. This is discussed further below under Metabolism.

Roots

Many cacti have roots which spread out widely but only penetrate a short distance into the soil. In one case, a young saguaro only 12 cm (4.7 in) tall had a root system with a diameter of 2 m (7 ft) but no more than 10 cm (3.9 in) deep.[11] Cacti can also form new roots quickly when rain falls after a drought. The concentration of salts in the root cells of cacti is relatively high.[14] All these adaptations enable cacti to absorb water rapidly during periods of brief or light rainfall. Thus it has been reported that Ferocactus cylindraceus can take up a significant amount of water within 12 hours of as little as 7 mm (0.3 in) of rainfall, becoming fully hydrated in a few days.[6]

Although in most cacti the stem acts as the main organ for storing water, some cacti have in addition large taproots.[6] These may be several times the length of the above-ground body in the case of species such as Copiapoa atacamensis,[6] which grows in one of the driest places in the world, the Atacama Desert in northern Chile.[15]

Schematic illustration of CAM

Night: stomata open; CO2 enters and is stored as malic acid; water vapor is able to escape.
Day: stomata close; malic acid is converted back to CO2 and used to make carbohydrate; water vapor is confined.

Metabolism

Photosynthesis requires plants to take in carbon dioxide gas (CO2). As they do so, they lose water through transpiration. Like other types of succulent, cacti reduce this water loss by the way in which they carry out photosynthesis. "Normal" leafy plants use the C3 mechanism: during daylight hours, CO2 is continually drawn out of the air present in spaces inside leaves and converted first into a compound containing three carbon atoms (3-phosphoglycerate) and then into products such as carbohydrates. The access of air to internal spaces within a plant is controlled by stomata, which are able to open and close. The need for a continuous supply of CO2 during photosynthesis means that the stomata must be open, so that water vapor is continuously being lost. Plants using the C3 mechanism lose as much as 97% of the water taken up through their roots in this way.[16] A further problem is that as temperatures rise, the enzyme which captures CO2 starts to capture more and more oxygen instead, reducing the efficiency of photosynthesis by up to 25%.[17]

Crassulacean acid metabolism (CAM) is a mechanism adopted by cacti and other succulents to avoid the problems of the C3 mechanism. In full CAM, the stomata open only at night, when temperatures and water loss are lowest. CO2 enters the plant and is captured in the form of organic acids stored inside cells (in vacuoles). The stomata remain closed throughout the day, and photosynthesis uses only this stored CO2. CAM uses water much more efficiently at the price of limiting the amount of carbon fixed from the atmosphere and thus available for growth.[18] CAM cycling is a less efficient system whereby stomata open in the day, just as in plants using the C3 mechanism. At night, or when the plant is short of water, the stomata close and the CAM mechanism is used to store CO2 produced by respiration for use later in photosynthesis. CAM cycling is present in Pereskia species.[5]

By studying the ratio of 14C to 13C incorporated into a plant – its isotopic signature – it is possible to deduce how much CO2 is taken up at night and how much in the daytime. Using this approach, it has been shown that most of the Pereskia species that have been investigated exhibit some degree of CAM cycling, suggesting that this ability was present in the ancestor of all cacti.[5] It has been claimed that Pereskia leaves only have the C3 mechanism with CAM restricted to stems.[19] More recent studies show that "it is highly unlikely that significant carbon assimilation occurs in the stem"; Pereskia species are described as having "C3 with inducible CAM".[5] Leafless cacti carry out all their photosynthesis in the stem, using full CAM. As of February 2012, it is not clear whether stem-based CAM evolved once only in the "core cacti", or separately in the opuntias and cactoids;[5] CAM itself is known to have evolved convergently many times.[18]

In order to carry out photosynthesis, the stems of cacti have had to undergo many adaptations. Early in their evolutionary history, the ancestors of modern cacti (other than one group of Pereskia species) developed stomata on their stems and began to delay developing bark. However this alone was not sufficient; cacti with only these adaptations appear to do very little photosynthesis in their stems. Stems needed to develop structures similar to those normally found only in leaves. Immediately below the outer epidermis a hypodermal layer developed made up of cells with thickened walls, offering mechanical support. Air spaces were needed between the cells to allow carbon dioxide to diffuse inwards. The center of the stem, the cortex, developed "chlorenchyma" – a plant tissue made up of relatively unspecialized cells containing chloroplasts, arranged into a "spongy layer" and a "palisade layer" in which most of the photosynthesis occurs.[20]

Taxonomy and classification

(Above) the spiny heads of the wild cardoon, once known as cactus; (below) a Melocactus, likely to be the first genus seen by Europeans

Naming and classifying cacti has been both difficult and controversial since the first cacti were discovered for science. The difficulties began with Carl Linnaeus. In 1737 he placed the cacti he knew into two genera, Cactus and Pereskia. However when he published Species Plantarum in 1753 – the starting point for modern botanical nomenclature – he relegated them all to one genus, Cactus. The word cactus is derived through Latin from the Ancient Greek κάκτος (kaktos), a name used by Theophrastus for a spiny plant,[21] which may have been the cardoon (Cynara cardunculus), although this is uncertain.[22]

Later botanists, such as Philip Miller in 1754, divided cacti into several genera, which in 1789 Antoine Laurent de Jussieu placed in his newly created family Cactaceae. By the early 20th century, botanists came to feel that Linnaeus' name Cactus had become so confused as to its meaning (was it the genus or the family?) that it should not be used as a genus name. The 1905 Vienna botanical congress rejected the name Cactus and instead declared that Mammillaria was the type genus of the family Cactaceae. It did, however, conserve the name "Cactaceae", leading to the unusual situation in which the family Cactaceae no longer contains the genus after which it was named.[23]

The difficulties continued, partly because giving plants scientific names relies on "type specimens". Ultimately if botanists want to know whether a particular plant is an example of, say, Mammillaria mammillaris, they should be able to compare it with the type specimen to which this name is permanently attached. Type specimens are normally prepared by compression and drying, after which they are stored in herbaria to act as definitive references. However, cacti are very difficult to preserve in this way; they have evolved to resist drying and their bodies do not easily compress.[24] A further difficulty is that many cacti were given names by growers and horticulturalists rather than botanists, with the result the provisions of the International Code of Nomenclature for algae, fungi, and plants (which governs the names of cacti as well as other plants) were often ignored. Curt Backeberg in particular is said to have named or renamed 1,200 species without one of his names ever being attached to a specimen, which, according to David Hunt, ensured that he "left a trail of nomenclatural chaos that will probably vex cactus taxonomists for centuries."[25]

Classification

In 1984, it was decided that the Cactaceae Section of the International Organization for Succulent Plant Study should set up a working party, now called the International Cactaceae Systematics Group (ICSG), to produce consensus classifications down to the level of genera. Their system has been used as the basis of subsequent classifications. Detailed treatments published in the 21st century have divided the family into around 125–130 genera and 1,400–1,500 species, which are then arranged into a number of tribes and subfamilies.[26][27][28] The ICSG classification of the cactus family recognizes four subfamilies, the largest of which is divided into nine tribes. The subfamilies are:[26]

The only genus is Pereskia. It has features considered to be closest to the ancestors of the Cactaceae. Plants are trees or shrubs with leaves; their stems are smoothly round in cross section, rather than being ribbed or having tubercles.[26] Two systems may be used in photosynthesis, both the "normal" C3 mechanism and crassulean acid metabolism (CAM) – an "advanced" feature of cacti and other succulents which conserves water.[5]
Some 15 genera are included in this subfamily. They may have leaves when they are young, but these are lost later. Their stems are usually divided into distinct "joints" or "pads" (cladodes).[26] Plants vary in size from the small cushions of Maihueniopsis[29] to treelike species of Opuntia, rising to 10 m (33 ft) or more.[30]
The only genus is Maihuenia, with two species, both of which form low-growing mats.[8] It has some features which are primitive within the cacti. Plants have leaves, and crassulean acid metabolism is wholly absent.[26]
Divided into nine tribes, this is the largest subfamily, including all the "typical" cacti. Members are highly variable in habit, varying from treelike to epiphytic. Leaves are normally absent, although sometimes very reduced leaves are produced by young plants. Stems are usually not divided into segments, and are ribbed or tuberculate. Two of the tribes, Hylocereeae and Rhipsalideae, contain climbing or epiphytic forms which have a rather different appearance; their stems are flattened and may be divided into segments.[26]

Molecular phylogenetic studies have supported the monophyly of three of these subfamilies (not Pereskioideae),[31][28] but have not supported all of the tribes or even genera below this level; indeed a 2011 study found that only 39% of the genera in the subfamily Cactoideae sampled in the research were monophyletic.[28] Classification of the cacti currently remains uncertain and is likely to change.

Phylogeny and evolution

Phylogeny

Pereskia grandifolia is weakly succulent, possesses leaves, and is believed to be similar to the ancestor of all cacti.

A 2005 study suggested that the genus Pereskia was basal within the Cactaceae, but confirmed earlier suggestions that it was not monophyletic, i.e. did not include all the descendants of a common ancestor. The Bayesian consensus cladogram from this study is shown below.[31]

Cactaceae

Pereskia Clade A


caulocacti

Pereskia Clade B


core cacti

Opuntioideae




Maihuenia



Cactoideae






A more recent 2011 study using fewer genes but more species also found that Pereskia was divided into these two clades, but was unable to resolve the members of the "core cacti" clade. It was accepted that the relationships shown above are "the most robust to date".[28]

The two clades of Pereskia differ in their geographical distribution: with one exception, Clade A is found around the Gulf of Mexico and the Caribbean Sea whereas Clade B occurs south of the Amazon Basin. Species of Pereskia within Clade A always lack two key features of the stem present in most of the remaining "caulocacti": like most non-cacti, their stems begin to form bark early in the plant's life and also lack stomata – structures which control the admission of air into a plant and hence control photosynthesis. By contrast, caulocacti, including species of Pereskia Clade B, typically delay forming bark and have stomata on their stems, thus giving the stem the potential to become a major organ for photosynthesis. (The two highly specialized species of Maihuenia are something of an exception.)[31]

The first cacti are thought to have been only slightly succulent shrubs or small trees whose leaves were the organs which carried out photosynthesis. They lived in tropical areas which experienced periodic drought. If Pereskia Clade A is a good model of these early cacti, then although they would have appeared superficially similar to other trees growing nearby, they had already evolved strategies to conserve water (some of which are present in members of other families in the order Caryophyllales). These strategies included being able to respond rapidly to periods of rain, and keeping transpiration low by using water very efficiently during photosynthesis. This latter was achieved by tightly controlling the opening of stomata. Like Pereskia species today, early ancestors may have been able to switch from the normal C3 mechanism, where carbon dioxide is used continuously in photosynthesis, to "CAM cycling": when the stomata are closed, carbon dioxide produced by respiration is stored for later use in photosynthesis.[5]

Pereskia Clade B marks the beginnings of an evolutionary switch to using stems as photosynthetic organs. Stems have stomata and the formation of bark takes place later than in normal trees. The "core cacti" show a steady increase in both stem succulence and photosynthesis accompanied by multiple losses of leaves, more-or-less complete in the Cactoideae. One evolutionary question which is at present unanswered is whether the switch to full CAM photosynthesis in stems occurred only once in the core cacti, in which case it has been lost in Maihuenia, or separately in Opuntioideae and Cactoideae, in which case it never evolved in Maihuenia.[5]

Understanding evolution within the core cacti clade is difficult as of February 2012, since phylogenetic relationships are still uncertain and not well related to current classifications. Thus a 2011 study found that "an extraordinarily high proportion of genera" were not monophyletic, and so were not all descendants of a single common ancestor. For example, of the 36 genera in the subfamily Cactoideae sampled in the research, 22 (61%) were found not to be monophyletic.[28] Nine tribes are recognized within Cactoideae in the International Cactaceae Systematics Group (ICSG) classification; one, Calymmantheae, comprises a single genus, Calymmanthium.[26] Only two of the remaining eight, Cacteae and Rhipsalideae, were shown to be monophyletic in a 2011 study by Hernández-Hernández et al. For a more detailed discussion of the phylogeny of the cacti, see Classification of the Cactaceae.

Evolutionary history

There are no known fossils of cacti which throw light on their evolutionary history.[32] However, the geographical distribution of cacti offers some evidence. Except for a relatively recent spread of Rhipsalis baccifera to parts of the Old World, cacti are plants of South America and mainly southern regions of North America. This suggests that the family must have evolved after the ancient continent of Gondwana split into South America and Africa, which occurred during the Early Cretaceous, around 146 to 100 million years ago.[33] Precisely when after this split cacti evolved is less clear. Older sources suggest an early origin around 90–65 million years ago, during the Late Cretaceous. More recent molecular studies suggest a much younger origin, perhaps in very Late Eocene to early Oligocene periods, around 35–30 million years ago.[32][34] Based on the phylogeny of the cacti, it may be that the earliest diverging group (Pereskia Clade A) originated in Central America and northern South America, whereas the caulocacti – those with more or less succulent stems – evolved later in the southern part of South America, and then moved northwards.[31] Core cacti – those with strongly succulent stems – are estimated to have evolved around 25 million years ago.[32] A possible stimulus to their evolution may have been uplifting in the central Andes, some 25–20 million years ago, which was associated with increasing and varying aridity.[31] However, the current species diversity of cacti is thought to have arisen only in the last 10–5 million years (from the late Miocene into the Pliocene). Other succulent plants, such as the Aizoaceae in South Africa, the Didiereaceae in Madagascar and the genus Agave in the Americas, appear to have diversified at the same time, which coincided with a global expansion of arid environments.[32]

Distribution

Distribution of cacti; blue=Rhipsalis baccifera, green=all other cacti

Cacti inhabit diverse regions, from coastal plains to high mountain areas. With one exception, they are native to the Americas, where their range extends from Patagonia to British Columbia and Alberta in western Canada. There are a number of centers of diversity. For cacti adapted to drought, the three main centers are Mexico and the southwestern United States; the southwestern Andes, where they are found in Peru, Bolivia, Chile and Argentina; and eastern Brazil, away from the Amazon Basin. Tree-living epiphytic and climbing cacti necessarily have different centers of diversity as they require moister environments. They are mainly found in the coastal mountains and Atlantic forests of southeastern Brazil; in Bolivia, which is the center of diversity for the subfamily Rhipsalideae; and in forested regions of Central America, where the climbing Hylocereeae are most diverse.[35]

Rhipsalis baccifera is the exception; it is native to both the Americas and the Old World, where it is found in tropical Africa, Madagascar, and Sri Lanka. One theory is that it was spread by being carried as seeds in the digestive tracts of migratory birds; the seeds of Rhipsalis are adapted for bird distribution. Old World populations are polyploid, and regarded as distinct subspecies, supporting the idea that the spread was not recent.[36] The alternative theory is that the species initially crossed the Atlantic on European ships trading between South America and Africa, after which birds may have spread it more widely.[37]

Many other species have become naturalized outside the Americas after having been introduced by people, especially in Australia, Hawaii, and the Mediterranean region. In Australia, species of Opuntia, particularly Opuntia stricta, were introduced in the 19th century for use as natural agricultural fences and in an attempt to establish a cochineal industry. They rapidly became a major weed problem, but are now controlled by biological agents, particularly the moth Cactoblastis cactorum.[38]

Reproductive ecology

Flower cut in half vertically with the base to the left; the bases of the tepals form a kind of tube, the upper parts bending away from the tube; the stamens run the full length of the flower from left to right and emerge from the end; some start at the very base of the flower, others start from further along to the right, being joined to a tepal.
Flower of Schlumbergera cut in half, showing typical adaptations to bird pollination
Flowers of saguaro (Carnegiea gigantea) showing flattish white flowers adapted for bat pollination

Cactus flowers are pollinated by insects, birds and bats. None are known to be wind-pollinated and self-pollination occurs in only a very few species; for example some species of Frailea have flowers which do not open (cleistogamy).[39] The need to attract pollinators has led to the evolution of pollination syndromes, which are defined as groups of "floral traits, including rewards, associated with the attraction and utilization of a specific group of animals as pollinators."[40]

Bees are the most common pollinators of cacti; bee-pollination is considered to have been the first to evolve.[39] Day-flying butterflies and nocturnal moths are associated with different pollination syndromes. Butterfly-pollinated flowers are usually brightly colored, opening during the day, whereas moth-pollinated flowers are often white or pale in color, opening only in the evening and at night.[41] As an example, Pachycereus schottii is pollinated by a particular species of moth, Upiga virescens, which also lays its eggs among the developing seeds which its caterpillars consume.[41] The flowers of this cactus are funnel-shaped, white to deep pink, up to 4 cm (1.6 in) long, and open at night.[42]

Hummingbirds are significant pollinators of cacti. Species showing the typical hummingbird-pollination syndrome have flowers with colors towards the red end of the spectrum, anthers and stamens which protrude from the flower, and a shape that is not radially symmetrical, with a lower lip that bends downwards; they produce large amounts of nectar with a relatively low sugar content.[43] Schlumbergera species, such as S. truncata, have flowers which correspond closely to this syndrome.[44] Other hummingbird-pollinated genera include Cleistocactus and Disocactus.[39]

Bat-pollination is relatively uncommon in flowering plants but about a quarter of the genera of cacti are known to be pollinated by bats – an unusually high proportion, exceeded among eudicots by only two other families, both with very few genera. Columnar cacti growing in semidesert areas are among those most likely to be bat-pollinated; this may be because bats are able to travel considerable distances and so are effective pollinators of plants which grow widely separated from one another. The pollination syndrome associated with bats includes a tendency for flowers to open in the evening and at night, when bats are active. Other features include a relatively dull color, often white or green; a radially symmetrical shape, often tubular; a smell described as "musty"; and the production of a large amount of sugar-rich nectar. Carnegiea gigantea is an example of a bat-pollinated cactus, as are many species of Pachycereus and Pilosocereus.[45]

The fruits produced by cacti after the flowers have been fertilized vary considerably; many are fleshy, although some are dry. All contain a large number of seeds. Fleshy, colorful and sweet-tasting fruits are associated with seed dispersal by birds. The seeds pass through their digestive systems and are deposited in their droppings. Those fruits which fall to the ground may be eaten by other animals; giant tortoises are reported to distribute Opuntia seeds in the Galápagos Islands. Ants appear to disperse the seeds of a few genera, such as Blossfeldia. Drier spiny fruits may cling to the fur of mammals or be moved around by the wind.[46]

Uses

Early history

As of March 2012, there is still controversy as to the precise dates when humans first entered those areas of the New World where cacti are commonly found, and hence when they might first have used them. An archaeological site in Chile has been dated to around 15,000 years ago,[47] suggesting that cacti would have been encountered before then. Early evidence of the use of cacti includes cave paintings in the Serra da Capivara in Brazil, and seeds found in ancient middens (waste dumps) in Mexico and Peru, with dates estimated at 12,000–9,000 years ago. It is likely that hunter-gatherers collected cactus fruits in the wild and brought them back to their camps.[48]

The central image in this extract from the Codex Osuna of 1565 shows an opuntia used as a symbol for Mexico, i.e. Tenochtitlan.

It is not known when cacti were first cultivated. Opuntias (prickly pears) were used for a variety of purposes by the Aztecs whose empire, lasting from the 14th to the 16th century, had a complex system of horticulture. Their capital from the 15th century was Tenochtitlan (now Mexico City); one explanation for the origin of the name is that it includes the Nahuatl word nōchtli, referring to the fruit of an opuntia.[49] The coat of arms of Mexico shows an eagle perched on a cactus while holding a snake, an image which is at the center of the myth of the founding of Tenochtitlan.[50] The Aztecs symbolically linked the ripe red fruits of an opuntia to human hearts; just as the fruit quenches thirst, so offering human hearts to the sun god ensured the sun would keep moving.[51]

Europeans first encountered cacti when they arrived in the New World late in the fifteenth century. Their first landfalls were in the West Indies where relatively few cactus genera are found; one of the commonest is the genus Melocactus.[52] It is thus possible that melocacti were among the first cacti seen by Europeans. Melocactus species were present in English collections of cacti before the end of the sixteenth century (by 1570 according to one source[53]), where they were called "Echinomelocactus", a name later shortened to Melocactus by Joseph Pitton de Tourneville in the early eighteenth century.[54] Cacti, both purely ornamental species and those with edible fruit, continued to arrive in Europe so that Linnaeus was able to name 22 species by 1753. One of these, his Cactus opuntia (now part of Opuntia ficus-indica), was described as "fructu majore ... nunc in Hispania et Lusitania" (with larger fruit ... now in Spain and Portugal), indicative of its early use in Europe.[55][56]

Food

Peeled fruits of the Indian fig cactus at various stages of ripeness on sale in Mexico

The plant now known as Opuntia ficus-indica or the Indian fig cactus has long been an important source of food. The original species is thought to have come from central Mexico, although this is now obscure because the indigenous people of southern North America developed and distributed a range of horticultural varieties (cultivars), including forms of the species and hybrids with other opuntias. Both the fruit and pads are eaten, the former often under the Spanish name tuna, the latter under the name nopal. Cultivated forms are often significantly less spiny or even spineless.[57] The nopal industry in Mexico was said to be worth US$150 million in 2007.[58] The Indian fig cactus was probably already present in the Caribbean when the Spanish arrived, and was soon after brought to Europe. It spread rapidly in the Mediterranean area, both naturally and by being introduced – so much so that early botanists assumed that it was native to the area. Outside the Americas, the Indian fig cactus is an important commercial crop in Sicily, Algeria and other north African countries.[56] Fruits of other opuntias are also eaten, generally under the same name, tuna. Flower buds, particularly of Cylindropuntia species, are also consumed.[59]

Almost any cactus fruit which is fleshy is edible. The word pitaya or pitahaya (usually considered to have been taken into Spanish from Haitian creole[60]) can be applied to a range of "scaly fruit", particularly those of columnar cacti. The fruit of the saguaro (Carnegiea gigantea) has long been important to the indigenous peoples of northwestern Mexico and the southwestern United States, including the Sonoran Desert. It can be preserved by boiling to produce syrup and by drying. The syrup can also be fermented to produce an alcoholic drink. Fruits of Stenocereus species have also been important food sources in similar parts of North America; Stenocereus queretaroensis is cultivated for its fruit. In more tropical southern areas, the climber Hylocereus undatus provides pitahaya orejona, now widely grown in Asia under the name "dragon fruit". Other cacti providing edible fruit include species of Echinocereus, Ferocactus, Mammillaria, Myrtillocactus, Pachycereus, Peniocereus and Selenicereus. The bodies of cacti other than opuntias are less often eaten, although Anderson reports that Neowerdermannia vorwerkii is prepared and eaten like potatoes in upland Bolivia.[61]

Cacti as food

Gathering saguaro in 1907

Edible fruit of the saguaro

Fruits of some Ferocactus are edible.



Dragon fruit for sale in Taiwan

Fruit prepared from Stenocereus queretaroensis

Salad including sliced nopales (opuntia pads)


Psychoactive agents

Lophophora williamsii in the wild
Stone carving from Chavín de Huantar, dated to c. 1000 BC, showing a figure carrying what is thought to be the San Pedro cactus

A number of species of cacti have been shown to contain psychoactive agents, i.e. chemical compounds which through their effects on the brain can cause changes in mood, perception, cognition, etc. Two species have a long history of use by the indigenous peoples of the Americas: peyote, Lophophora williamsii, in North America, and the San Pedro cactus, Echinopsis pachanoi, in South America. Both contain mescaline.[62]

Lophophora williamsii is native to northern Mexico and southern Texas. Individual stems are about 2–6 cm (0.8–2.4 in) high with a diameter of 4–11 cm (1.6–4.3 in) and may be found in clumps up to 1 m (3 ft) wide.[63] A large part of the stem is usually below ground. Mescaline is concentrated in the photosynthetic portion of the stem which is above ground. The center of the stem, which contains the growing point (the apical meristem), is sunken. Experienced collectors of peyote remove a thin slice from the top of the plant leaving the growing point intact, thus allowing the plant to regenerate.[64] There is evidence that peyote was in use more than 5,500 years ago: dried peyote buttons presumed to be from a site on the Rio Grande, Texas, were radiocarbon dated to around 3780–3660 BC.[65] Peyote is perceived as a means of accessing the spirit world. Attempts by the Roman Catholic church to suppress its use after the Spanish conquest were largely unsuccessful and by the middle of the twentieth century peyote was more widely used than ever by indigenous peoples as far north as Canada. It is now used formally by the Native American Church.[62]

Echinopsis pachanoi is native to Ecuador and Peru. It is very different in appearance to L. williamsii. It has tall stems, up to 6 m (20 ft) high with a diameter of 6–15 cm (2.4–5.9 in), which branch from the base, giving the whole plant a shrubby or treelike appearance.[66] Archaeological evidence of the use of this cactus appears to date back to 2,000–2,300 years ago, with carvings and ceramic objects showing columnar cacti.[67] Although church authorities under the Spanish attempted to suppress its use, this failed, as shown by the Christian element in the common name "San Pedro cactus" – Saint Peter cactus. Anderson attributes the name to the belief that just as St Peter holds the keys to heaven, the effects of the cactus allow users "to reach heaven while still on earth."[62] It continues to be used for its psychoactive effects, both for spiritual purposes and for healing purposes, often combined with other psychoactive agents, such as Datura ferox and tobacco.[67] Several other species of Echinopsis, including E. peruviana, also contain mescaline.[62]

Ornamental plants

Cacti and other succulents growing in the Huntington Desert Garden

Cacti were cultivated as ornamental plants from the time they were first brought to the New World. By the early 1800s enthusiasts in Europe had large collections (often including other succulents as well as cacti). Rare plants were sold for very high prices. Suppliers of cacti and other succulents employed collectors to obtain plants from the wild, in addition to growing their own. In the late 1800s, collectors turned to orchids, and cacti became less popular, although never disappearing from cultivation.[68]

Cacti are often grown in greenhouses, particularly in regions unsuited to the cultivation of cacti outdoors, such the northern parts of Europe and North America. Here they may be kept in pots or grown in the ground. Cacti are also grown as houseplants, many being tolerant of the often dry atmosphere. Cacti in pots may be placed outside in the summer to ornament gardens or patios, and then kept under cover during the winter.[69] Less drought resistant epiphytes such as epiphyllum hybrids, Schlumbergera (the Thanksgiving or Christmas cactus) and Hatiora (the Easter cactus) are widely cultivated as houseplants.

Cacti may also be planted outdoors in regions with suitable climates. Concern for water conservation in arid regions has led to the promotion of gardens which require less watering (xeriscaping). For example in California, the East Bay Municipal Utility District sponsored the publication of a book on plants and landscapes for summer-dry climates.[70] Cacti are one group of drought-resistant plants recommended for dry landscape gardening.[71]

Other uses

Cacti have many other uses. As well as being used for human food, cacti are used as fodder for animals, usually after burning off their spines.[72] In addition to their use as psychoactive agents, some cacti are employed in traditional medicine. The practice of using various species of Opuntia in this way has spread from the Americas, where they naturally occur, to other regions in which they are grown, such as India.[73]

Cochineal is a red dye produced by a scale insect which lives on species of Opuntia. Long used by the peoples of Central and North America, demand fell rapidly when synthetic dyes began to be manufactured in Europe in the middle of the 19th century. Commercial production has now increased following a rise in demand for natural dyes.[74]

Cacti are used as construction materials. Living cactus fences are employed as barricades. The woody parts of cacti such as Cereus repandus and Echinopsis atacamensis are used in buildings and in furniture. The frames of wattle and daub houses built by the Seri people of Mexico may use parts of Carnegiea gigantea. The very fine spines and hairs (trichomes) of some cacti were used as a source of fiber for filling pillows and in weaving.[75]

Conservation

Ariocarpus kotschoubeyanus, an endangered species protected under Appendix I of CITES

All cacti are included in Appendix II of the Convention on International Trade in Endangered Species of Wild Fauna and Flora (CITES) which "lists species that are not necessarily now threatened with extinction but that may become so unless trade is closely controlled." Control is exercised by making international trade in most specimens of cacti illegal unless permits have been issued, at least for exports.[76] Some exceptions are allowed, e.g. for "naturalized or artificially propagated plants".[77] Some cacti, such as all Ariocarpus and Discocactus species, are included in the more restrictive Appendix I,[77] used for the "most endangered" species. These may only be moved between countries for scientific purposes, and only then when accompanied by both export and import permits.[76]

The three main threats to cacti in the wild are development, grazing and over-collection. Development takes many forms. The construction of a dam near Zimapan, Mexico, caused the destruction of a large part of the natural habitat of Echinocactus grusonii. Urban development and highways have destroyed cactus habitats in parts of Mexico, New Mexico and Arizona, including the Sonoran Desert. The conversion of land to agriculture has affected populations of Ariocarpus kotschoubeyanus in Mexico, where dry plains were plowed for maize cultivation, and of Copiapoa and Eulychnia in Chile, where valley slopes were planted with vines.[78] Grazing, in many areas by introduced animals such as goats, has caused serious damage to populations of cacti (as well as other plants); two examples cited by Anderson are the Galápagos Islands generally and the effect on Browningia candelaris in Peru. Over-collection of cacti for sale has greatly affected some species. For example, the type locality of Pelecyphora strobiliformis near Miquihuana, Mexico, was virtually denuded of plants, which were dug up for sale in Europe. Illegal collecting of cacti from the wild continues to pose a threat.[79]

Conservation of cacti can be in situ or ex situ. In situ conservation involves preserving habits through enforcement of legal protection and the creation of specially protected areas such as national parks and reserves. Examples of such protected areas in the United States include Big Bend National Park, Texas; Joshua Tree National Park, California; and Saguaro National Park, Arizona. Latin American examples include Parque Nacional del Pinacate, Sonora, Mexico and Pan de Azúcar National Park, Chile. Ex situ conservation aims to preserve plants and seeds outside their natural habitats, often with the intention of later re-introduction. Botanical gardens play an important role in ex situ conservation; for example, seeds of cacti and other succulents are kept in long-term storage at the Desert Botanical Garden, Arizona.[80]

Cultivation

Cultivated Notocactus warasii on display at the San Diego County Fair, California, USA

The popularity of cacti means that there are many books devoted to their cultivation. Cacti naturally occur in a wide range of habitats and are then grown in many countries with different climates, so that precisely replicating the conditions in which a species normally grows is usually not practical.[68] A broad distinction can be made between semi-desert cacti and epiphytic cacti, which need different conditions and are best grown separately.[81] This section is primarily concerned with the cultivation of semi-desert cacti in containers and under protection, such as in a greenhouse or in the home, rather than cultivation outside in the ground in those climates which permit it. For the cultivation of epiphytic cacti, see Cultivation of Schlumbergera (Christmas or Thanksgiving cacti), and Cultivation of epiphyllum hybrids.

Growing medium

The purpose of the growing medium is to provide support and to store water, oxygen and dissolved minerals to feed the plant.[82] In the case of cacti, there is general agreement that an open medium with a high air content is important. When cacti are grown in containers, recommendations as to how this should be achieved vary greatly; Miles Anderson says that if asked to describe a perfect growing medium, "ten growers would give 20 different answers".[83] Roger Brown suggests a mixture of two parts commercial soilless growing medium, one part hydroponic clay and one part coarse pumice or perlite, with the addition of soil from earthworm castings.[82] The general recommendation of 25–75% organic-based material, the rest being inorganic such as pumice, perlite or grit, is supported by other sources.[83][84][85][86] However, the use of organic material is rejected altogether by others; Hecht says that cacti (other than epiphytes) "want soil that is low in or free of humus", and recommends coarse sand as the basis of a growing medium.[87]

Watering

Semi-desert cacti need careful watering. General advice is hard to give, since the frequency of watering required depends on where the cacti are being grown, the nature of the growing medium, and the original habitat of the cacti.[88] Brown says that more cacti are lost through the "untimely application of water than for any other reason" and that even during the dormant winter season, cacti need some water.[89] Other sources say that water can be withheld during winter (November to March in the Northern Hemisphere).[81] Another issue is the hardness of the water; where it is necessary to use hard water, regular re-potting is recommended to avoid the build up of salts.[89] The general advice given is that during the growing season, cacti should be allowed to dry out between thorough waterings.[89][90][81] A water meter can help in determining when the soil is dry.[90]

Light and temperature

Although semi-desert cacti may be exposed to high light levels in the wild, they may still need some shading when subjected to the higher light levels and temperatures of a greenhouse in summer.[91][92]. Allowing the temperature to rise above 32 °C (90 °F) is not recommended.[92] The minimum winter temperature required depends very much on the species of cactus involved. For a mixed collection, a minimum temperature of between 5 °C (41 °F) and 10 °C (50 °F) is often suggested, except for cold-sensitive genera such as Melocactus and Discocactus.[93][81] Some cacti, particularly those from the high Andes, are fully frost-hardy when kept dry (e.g. Rebutia minuscula survives temperatures down to −9 °C (16 °F) in cultivation[94]) and may flower better when exposed to a period of cold.[95]

Propagation

Cacti can be propagated by seed, cuttings or grafting. If seed is sown early in the year, the resulting seedlings will benefit from a longer growing period.[96] Seed is sown in a moist growing medium and then kept in a covered environment, until 7–10 days after germination, to avoid drying out.[97] A very wet growing medium can cause both seeds and seedlings to rot.[98] A temperature range of 18–30 °C (64–86 °F) is suggested for germination; soil temperatures of around 22 °C (72 °F) promote the best root growth. Low light levels are sufficient during germination, but afterwards semi-desert cacti need higher light levels to produce strong growth, although acclimatization is needed to conditions in a greenhouse, such as higher temperatures and strong sunlight.[97]

Grafted forms of Gymnocalycium mihanovichii grown in Israel

Reproduction by cuttings makes use of parts of a plant which are able to grow roots. Some cacti produce "pads" or "joints" which can be detached or cleanly cut off. Other cacti produce offsets which can be removed.[96] Otherwise, stem cuttings can be made, ideally from relatively new growth. It is recommended that any cut surfaces be allowed to dry for a period of several days to several weeks until a callus forms over the cut surface. Rooting can then take place in an appropriate growing medium at a temperature of around 22 °C (72 °F).[96][97]

Grafting is used for species which are difficult to grow well in cultivation, or which cannot grow independently, such as some chlorophyll-free forms with white, yellow or red bodies, or some forms which show abnormal growth (e.g. cristate or monstrose forms). The host plant – the "stock" – is chosen to be one which grows strongly in cultivation and which is known to be compatible with the plant to be propagated – the "scion". Cuts are made on both scion and stock and the two joined, being held together while they unite. Various kinds of graft are used, such as flat grafts, where both scion and stock are of more or less the same diameter, and cleft grafts, where a smaller scion is inserted into a cleft made in the stock.[99]

Commercially, huge numbers of cacti are produced annually. For example, in 2002 in Korea alone, 49 million plants were propagated, with a value of almost US$9 million. Most of them, 31 million plants, were propagated by grafting.[100]

Pests and diseases

A range of pests attack cacti in cultivation. Those which feed on sap include: mealybugs, living on both stems and roots; scale insects, generally only found on stems; whiteflies, which are said to be an "infrequent" pest of cacti;[101] red spider mites, which are very small but can occur in large numbers, constructing a fine web around themselves and badly marking the cactus via their sap sucking, even if they do not kill it; and thrips, which particularly attack flowers. Some of these pests are resistant to many insecticides, although there are biological controls available. Roots of cacti can be eaten by the larvae of sciarid flies and fungus gnats. Slugs and snails will also eat cacti.[102][103]

Fungi, bacteria and viruses attack cacti, the first two particularly when plants are over-watered. Fusarium rot can gain entry through a wound and cause rotting accompanied by red-violet mold. "Helminosporium rot" is caused by Bipolaris cactivora (syn. Helminosporium cactivorum[104]); Phytophthora species also cause similar rotting in cacti. Fungicides may be of limited value in combating these diseases.[105] Several viruses have been found in cacti, including cactus virus X. These appear to cause only limited visible symptoms, such as chlorotic (pale green) spots and mosaic effects (streaks and patches of paler color).[106] However in an Agave species, cactus virus X has been shown to reduce growth, particularly when the roots are dry.[107] There are no treatments for virus diseases.[105]

See also

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  107. ^ Izaguirre-Mayoral, Maria Luisa; Marys, Edgloris; Olivares, Elizabeth & Oropeza, Tamara (1995), "Effect of seasonal drought and cactus X virus infection on the crassulacean acid metabolism of Agave sisalana plants growing in a neotropical savanna", Journal of Experimental Botany 46 (6): 639–646, doi:10.1093/jxb/46.6.639 

Bibliography

  • Anderson, Edward F. (2001), The Cactus Family, Pentland, Oregon: Timber Press, ISBN 978-0-88192-498-5 
  • Anderson, Miles (1999), Cacti and Succulents : Illustrated Encyclopedia, Oxford: Sebastian Kelly, ISBN 978-1-84081-253-4 
  • Brown, Roger (2001), "Cultivation of Cacti", pp. 85–92  in Anderson 2001
  • Hecht, Hans (1994), Cacti & Succulents (p/b ed.), New York: Sterling, ISBN 978-0-8069-0549-5 
  • Hewitt, Terry (1993), The Complete Book of Cacti & Succulents, London: Covent Garden Books, ISBN 978-1-85605-402-7 
  • Innes, Clive (1995), "Cacti", pp. 11–70  in: Innes, Clive & Wall, Bill (1995), Cacti, Succulents and Bromeliads, London: Cassell for the Royal Horticultural Society, ISBN 978-0-304-32076-9 
  • Keen, Bill (1990), Cacti and Succulents : step-by-step to growing success, Marlborough, Wiltshire: Crowood Press, ISBN 978-1-85223-264-1 
  • McMillan, A.J.S.; Horobin, J.F. (1995), Christmas Cacti : The genus Schlumbergera and its hybrids (p/b ed.), Sherbourne, Dorset: David Hunt, ISBN 978-0-9517234-6-3 
  • Pilbeam, John (1987), Cacti for the Connoisseur, London: Batsford, ISBN 978-0-7134-4861-0 

External links


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Dansk (Danish)
n. - kaktus

Nederlands (Dutch)
cactus

Français (French)
n. - cactus

Deutsch (German)
n. - Kaktee, Kaktus

Ελληνική (Greek)
n. - κάκτος

Italiano (Italian)
cactus

Português (Portuguese)
n. - cacto (m)

Русский (Russian)
кактус

Español (Spanish)
n. - cactus, cacto

Svenska (Swedish)
n. - kaktus

中文(简体)(Chinese (Simplified))
仙人掌

中文(繁體)(Chinese (Traditional))
n. - 仙人掌

한국어 (Korean)
n. - 선인장

日本語 (Japanese)
n. - サボテン

العربيه (Arabic)
‏(الاسم) صبير أو صبار نبات صحراوي‏

עברית (Hebrew)
n. - ‮צבר, קקטוס‬


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Foley, Will (Quotes By)
Thanksgiving cactus (Brazilian epiphytic cactus)