Introduction

BRs are wood anatomical anomalies identified in conifers that reflect abrupt cold spells during the growing season (Piermattei et al. 2015, 2020). By double-staining wood thin sections with an aqueous solution of Safranin and Astra Blue (Gerlach 1984; Schweingruber 2007), cell walls lacking lignin stain blue whilst lignified cell walls stain red. Latewood axial tracheids which would normally be fully lignified (red stained), are completely or partially non-lignified in BRs (blue-stained). Cell wall lignification has been found to be inhibited by low temperatures, most notably towards the end of the growing season (Gindl et al. 2000; Crivellaro and Büntgen 2020; Crivellaro et al. 2022). These cold spells could be as short as a couple of weeks or even a few days and are not detectable with quantitative wood anatomy measurements (Piermattei et al. 2020; Björklund et al. 2021), or dendrochronological parameters such as tree-ring width (TRW) (Fritts 1976), maximum latewood density (MXD) (Parker and Jozca 1973; Schweingruber et al. 1978), or MXD’s surrogate blue intensity (BI) (McCarroll et al. 2002; Björklund et al. 2019).

Up to now, BRs along with their years of occurrence have been found in Pinus nigra in the Apennines, Italy (Piermattei et al. 2015; Crivellaro et al. 2018), Pinus sylvestris in Romania (Semeniuc et al. 2016), Latvia (Matisons et al. 2020), Finland (Björklund et al. 2021) and Poland (Matulewski et al. 2022), Pinus contorta in Western Canada and the US (Montwé et al. 2018), Pinus uncinata in the Spanish Pyrenees (Piermattei et al. 2020), Pinus longaeva in Nevada, US (Tardif et al. 2020), and Larix decidua in the Russian Altai (Büntgen et al. 2020).

Although BRs indicate potential for capturing ephemeral cooling events towards the end of the growing season (e.g., related to volcanic forcing of climate; Piermattei et al. 2020; Büntgen et al. 2020; Tardif et al. 2020), little is known of the intensity of cooling needed to generate a BR. Such insights will advance the potential use of BRs as a high-resolution climate proxy (Piermattei et al. 2020). Furthermore, it is not known how consistent BR formation is within trees, both around the circumference of a tree stem and along its height. Our aim here is to address these points through BR identification in samples from 14 living Scots pines in Estonia, for which local daily temperature measurements are available spanning the interval of 1901–2019. We describe the distribution and abundance of BRs within and between trees, in relation to TRW and BI measurements from the same trees.

Materials and methods

The study area comprises of two sites in Estonia where hemiboreal forests prevail (Fig. 1). A total of 14 Scots pine trees were sampled during previous studies (Metslaid et al. 2011; Potapov et al. 2019). Ten trees were growing on mesic mineral soil in Järvselja (58.318° N, 27.273° E; 33–35 m a.s.l) with an average height and age of 29.3 m and 63 years respectively, and four trees on peat soil in Ongassaare (59.148° N, 27.428° E; 44–50 m a.s.l) with an average height and age of 22.6 m and 119 years (Fig. 2). At the mineral soil site, the ten trees were felled and whole-stem disks were taken at 1.3 m above ground. From each of these ten disks, a single radial rectangular slat ~ 1.5 cm wide, and as thick as the disk, extending from the pith to bark was removed. Five of the ten mineral site trees, ranging from 20 to 35 m in height, were additionally cut every 2.5 m from ground level. From these five trees’ whole-stem disks, eight radial slats were cut every 45° beginning in the direction of North (0°), and progressing clockwise around the stem to the Northeast (45°), East (90°), Southeast (135°), etc. (Fig. 2). At the peat soil site, four trees were sampled at 1.3 m using a 5.4 mm-diameter increment borer.

Fig. 1
figure 1

Map of Europe with black box covering Estonia and surrounding area. Topographic map of Estonia, with mineral and peat soil study sites (purple and orange markers respectively), and Tõravere meteorological station (yellow marker)

Fig. 2
figure 2

The 14 Scots pine trees each sampled at 1.3 m are shown at the top; ten from mineral soil sites and four from peat soil sites. The five trees in the grey dashed square are the trees where further sampling occurred, this is illustrated in the box below; disks are shown to be taken from each tree from ground level to the apex at every 2.5 m stem height, each disk is then shown to be sampled at eight radii (N, NE, E, SE, S, SW, W and NW)

Prior to the anatomical analysis all radial samples were prepared for micrometer measurement at a resolution of 0.01 mm (Krusic et al. 1987), and the resulting time-series of radial TRW were cross-dated using the program COFECHA (Holmes 1983). From three of the whole-stem sectioned trees at the mineral soil site only, annually resolved BI measurements were obtained from all southern (180°) radii, at every height along the stems. Samples were treated with ethanol (98%) for eight hours in a Soxhlet to remove resins, then sanded and scanned using an Epson V850 Pro Scanner. The program CooRecorder was used to generate BI measurements (Rhdval et al. 2014; Maxwell and Larsson 2021). Both the TRW and BI measurements were detrended using a negative exponential curve, and ARSTAN chronologies (Cook 1985) were produced using the program ARSTAN (Cook et al. 2017).

A core microtome was used to cut 20–30 μm-thick sections from each radial sample (Gärtner and Nievergelt 2010; Gärtner et al. 2015). Each thin section was then double-stained with a mixture of Safranin and Astra Blue to expose lignified (red) and less-lignified (blue) cell walls (Gerlach 1984; Schweingruber 2007). To prepare the staining solutions, 0.1 g of Safranin was dissolved in 100 ml of distilled water, and 0.5 g of Astra Blue was dissolved in 100 ml of distilled water along with 2.0 ml of acetic acid. The Astra Blue and Safranin solutions were then combined at a ratio of 4:1 (four parts Astra Blue to one part Safranin). Once cut and stained, the thin sections were washed with distilled water to remove excess stain, placed on a glass slide, and secured with a cover slip. A compound microscope was used to find BRs in each section, which were defined as any ring containing blue (less-lignified) or partly blue cell walls (Fig. 3).

Fig. 3
figure 3

BRs with varying cell wall lignification levels imaged at × 40 magnification with zoom, from transverse double-stained thin sections of Scots pine. Lignified cells are stained red and non-lignified cells are blue, the extent of blue cell walls increases from (a) to (c), indicating decreasing cell wall lignification

Daily temperature measurements since 1901 from the Tõravere meteorological station, which is located 47 km from the mineral site and 92 km from the peat site, were extracted from KNMI Climate Explorer (http://climexp.knmi.nl/). The Tõravere station was chosen for its proximity to the sites and long temperature records. Since this study is investigating the impact of extreme weather events on plants at the cellular level, minimum daily temperatures were used (Schenker et al. 2014; Körner 2021). As previous studies have suggested reduced cell wall lignification is associated with low late growing season temperatures (Piermattei et al. 2015, 2020, Semeniuc et al. 2016; Montwé et al. 2018; Matisons et al. 2020; Tardif et al. 2020; Matulewski et al. 2022), the thermal conditions at the end of the growing season were the main focus of this study. The September–October interval was selected for temperature analysis since this time period has been associated with cell wall lignification of latewood tracheids in conifers in Northern Hemisphere mid-latitudes (Gindl et al. 2000; Rossi et al. 2006).

Two methods were used to describe the degree of variability in late growing-season temperatures at our sites. First, average minimum daily temperatures for the period September to October (61 days) were calculated for each year from 1901 to 2019. The second method utilised the trapezoidal rule (Yeh and Kwan 1978). Here the trapezoidal rule is used to estimate the degree of plant exposure to September–October daily minimum temperatures, below a specified threshold, between 1901 and 2019 (Fig. 4). In this study, 5 °C was used as an approximated threshold for cambial division in tree line species (Cabon et al. 2020; Tumajer et al. 2021; Körner 2008, 2021). The trapezoidal integration method effectively excludes all warm weather signals, focusing only on cold periods (below 5 °C threshold) at daily resolution. Since cold temperatures are of interest to this study, given their link to lignification and BR formation (Piermattei et al. 2015), this method is suitable for producing results which are not diluted by warm temperature signals, unlike the monthly averages which encompass cold and warm periods. The following equation was used to compute areas between minimum temperature curves and the 5 °C threshold:

Fig. 4
figure 4

a Daily minimum temeperatures from 1976 (Tõravere meteorological station) with 5 °C temperature threshold line (red). The boundaries of the below threshold cold period of interest (Spetember–October) are labelled with dashed lines. The below 5 °C grey shaded area represents the region where the area will be approximated by trapezoidal integration. b Example of trapozoidal integration on a sine wave, trapzoids are drawn between a and b the curve, their heights (Y0, Y1…Yn), and widths (h) are labelled

$${\int }_{a}^{b}y\mathrm{d}x\approx \frac{1}{2}h\left\{\left({y}_{0}+ {y}_{n}\right)+2\left({y}_{1}+{y}_{2}+\dots +{y}_{n-1}\right)\right\},$$
(1)

where

$$h=\frac{b-a}{n}.$$
(2)

The variables, a and b are the start and end of the time period of interest (1st of September and 31st of October), n is the number of trapezoids and y0, y1yn are the absolute heights of each trapezoid (Fig. 4b).

For analysis of temperature anomalies on the continental scale, we used Version 4.05 of the gridded (0.5° by 0.5°) CRU TS dataset (Harris et al. 2020), focussing on the June–August (JJA) and September–October (SO) temperature anomalies, with respect to the 1961–90 mean, calculated for the 4878 grid cells over Europe.

The North Atlantic Oscillation (NAO) was also investigated to identify BR years with anomalous atmospheric conditions. A dataset of monthly NAO index values, derived from the normalised pressure differences between Iceland (Reykjavik) and the Azores (Ponta Delgada) from 1901 to 2019, was obtained from the University of East Anglia Climate Research Unit (Jones et al. 1997; https://crudata.uea.ac.uk/cru/data/nao/). The NAO median, interquartile ranges, and outliers for each month between 1901 and 2019 were calculated from this dataset.

Finally, the TRW and BI ARSTAN chronologies were correlated with monthly mean temperatures. The purpose of this test was to determine whether the TRW and BI indexes from our sites contain any growing-season temperature signals. This analysis was undertaken using the KNMI Climate Explorer (http://climexp.knmi.nl/). Daily temperature values from the Tõravere meteorological station (1901–2019) were averaged into mean monthly temperatures, which were used to calculate Pearson’s correlation coefficients with the TRW and BI indexes. Both original and pre-whitened ARSTAN correlations were produced.

Results

Out of 1121 annual rings from 1.3 m stem height that span the period 1854–2019 (Fig. 5a; Table 1), 59 were classified as BRs (5.3%). Thirty-one calendar years were identified in which a BR was found in at least one tree. In 1938 and 1940 50% of the trees sampled produced a BR, 42.9% in 1973, and 28.6% in 2002. The most remarkable year is 1976 with 78.6% of trees yielding BRs.

Fig. 5
figure 5

a Number of BRs recorded in 1.3 m samples from 14 trees over the period of 1854–2019. Sample depth is indicated by frequency of trees (black line). b Number of BRs recorded from measurement radii taken along the tree stem from five trees over the period of 1894–2008. Sample depth is indicated by number of measurement radii (black line)

Table 1 Blue Rings (BRs) recorded in 1.3 m samples from 14 trees over the period of 1854–2019: calendar year, sample depth, number of BRs (no. BRs) and percentage of BRs (% BRs) are indicated. The dataset is sorted in descending order according to no. BRs

From the five whole-stem trees sampled 16,872 annual rings were analysed from 1898 to 2008 (Fig. 2), and a total of 323 BRs (1.9%) identified. The 1976 BR was the only BR found at nearly every sampling height and direction (Fig. 5b), present in 92.9% of the studied radii. BRs were present in all the 1976 rings in four of the five trees sampled, the exception being one tree where the 1976 BRs was absent in two of 12 disks, at 7.5 and 32.5 m from ground level. Apart from 1976, 14 other distinct BRs were identified (Fig. 5b; Table 2). However, these additional BRs were sparse with respect to the sample depth and were distributed unevenly, both in height along the stem and orientation.

Table 2 Blue Rings (BRs) recorded in samples from measurement radii taken along the tree stem from five trees over the period of 1898–2008: calendar year, sample depth, number of BRs (no. BRs) and percentage of BRs (% BRs) are indicated. The dataset is sorted in descending order according to no. BRs

The TRW and BI ARSTAN chronologies are shown in Fig. 6. The TRW index value for 1976 is − 0.036, with a z score of − 0.25. Similarly, for BI, the index value of 1976 is − 0.005, with a z score of − 0.26.

Fig. 6
figure 6

ARSTAN Chronologies of tree-ring width (a) and blue intensity (b) from 1898 to 2008, sample depth is indicated by the dashed line and the year 1976 is marked with a vertical line labelled. The red shaded area indicates 95% bootstrap confidence interval

The average September and October minimum temperatures from 1901 to 2019 ranged from 1.2 to 8.2 °C, with a mean and SD of 5.0 and 1.4 °C, respectively (Fig. 7a). The average minimum September and October temperature for all the years for which we recorded BRs is 4.4 °C (z score = − 0.39). The lowest temperature value in the dataset is from 1976 (1.2 °C), this value has a z score of − 2.65.

Fig. 7
figure 7

a Mean minimum temperature (°C) for September–October from the 1901–2019 period. b Absolute trapezoidal integration values below a temperature threshold of 5 °C between September–October from 1901 to 2019. Both a and b were calculated from daily minimum temperatures (°C) at Tõravere meteorological station. Solid black lines indicate the mean, dashed black lines represent one SD above and below the mean

The trapezoidal integration values for September and October from 1901 to 2019 range from 26.3 to 156.6, the mean value is 70.1, with a SD of 22.7 (Fig. 7b). The average trapezoidal integration value for all the years where BRs are recorded is 82.0 (z score = 0.43). The value for 1976 is the largest (156.6), representing the most substantial cooling, < 5 °C, from September to October. The 1976 result has a z score of 3.80, representing a significant outlier, whilst this is not the case for the average September–October temperature in 1976.

Although the summer of 1976 saw a heatwave in northwest Europe, summer temperatures at our study sites in Estonia were below average (Fig. 8a). However, September and October (late growing season) temperatures were somewhat cooler than average over much of Europe, and particularly low for our sites in Estonia (Fig. 8b).

Fig. 8
figure 8

Heat maps of Europe illustrating 1976 temperature anomalies (− 3 to + 3) calculated from Version 4 of the CRU TS dataset (Harris et al. 2020), with respect to the 1961–1990 period average temperatures in individual 0.5° latitude by 0.5° longitude grid cells. Histograms of temperature anomaly frequency shown in top left corner of each map, study site in Estonia indicated by white ellipse. a Summer (June, July, August), b approximated end of growing season (September–October). Maps were completed using generic mapping tools (GMT) (Wessel and Smith 1991)

Positive phases of the NAO in the year 1976, outside of the interquartile range of the whole data set analysed, are found in March (z score = 0.95), May (z score = 0.93), June (z score = 1.55), and November (z score = 0.92), (Fig. 9). Negative phases of the NAO in 1976, outside of the interquartile range, occur in April (z score = − 0.99), September (z score = − 1.95) and December (z score = − 2.11).

Fig. 9
figure 9

Monthly North Atlantic Oscillation (NAO) index values calculated from normalised sea level pressure over Gibraltar and Southwest Iceland for 1901–2019, displayed as boxplots. The boxes represent the interquartile range of each month (25–75%), the orange line in the middle is the median value, the whiskers show the range of the data (after removing outliers), and outliers are shown using open circles. Values for 1976 are plotted for each month as solid red circles

Significant positive correlations at p < 0.01 are found between the ARSTAN TRW chronology and monthly temperature in January, February, March, April and July. The pre-whitened ARSTAN TRW chronology showed significant correlations in the same months with the exception of July (Fig. 10). Both the original and pre-whitend ARSTAN BI chronologies show significant positive correlations (p < 0.01) with April and May temperatures. The pre-whitened BI ARSTAN chronology also presents significant correlations with June and September temperatures.

Fig. 10
figure 10

Pearson’s correlation coefficients between monthly minimum temperatures from Tõravere meteorological station (1901–2019), and blue intensity (BI) and tree-ring width (TRW) ARSTAN chronologies (original and pre-whitened). The red dashed lines indicate significant correlations at p < 0.01

Discussion and conclusions

This study finds BRs occur in abundance, between and within trees, as a response triggered by a specific weather event at the end of the growing season, i.e., a cold spell which is extreme enough to inhibit the lignification of cell walls. At our sites in Estonia, from 1901 to 2019, only one year was prominent in this sense: 1976, in which BRs occurred in 78.6% of Scots pines, as well as at 100% of stem heights and directions in four of five whole-stem sample collections. Moreover, the trapezoidal analysis of end of growing season (September–October) temperatures revealed 1976 as an extreme cold anomaly, more than three SDs from the mean of the dataset. Both the average temperatures and trapezoidal integration results confirm that the September–October climate of 1976 contained the most significant exposure to below threshold temperatures of all the years recorded at Tõravere.

The summer of 1976 is renowned for a heatwave in Northwest Europe (Fig. 8a; Fischer et al. 2007), linked to a positive phase of the NAO (Fig. 9), and diffluent atmospheric blocking of westerly airflows associated with a North Atlantic jet stream anomaly (Woollings et al. 2018; Dorado-Liñán et al. 2022). Interestingly, following the summer heatwave over Northwest Europe, Eastern Europe experienced an extreme cold anomaly in the September–October period (Fig. 8b), most likely linked to a strong negative phase of the NAO in September of the same year (Fig. 9). This extreme cold spell in the autumn of 1976 was captured by both the BRs and the meteorological record, yet not by TRW or BI (Fig. 6). Results from our temperature correlation analysis (Fig. 10) revealed a period of significant correlations between TRW and temperature in the winter months. This result may be explained by warmer winter temperatures enhancing metabolic processes, resulting in more productive subsequent growing seasons (Jacoby and D’arrigo 1989). TRW and BI correlations present before and early in the growing season may be linked to snow melt and increased water availability (Klippel et al. 2017). Despite some significant monthly temperature correlations, it appears that TRW and BI measurements do not respond to temperature during the growing season (Fig. 10). This is understandable given that the site is not near the thermal limit for Scots pine growth. Nevertheless, the wood anatomical response, indicated by BRs, evidently records the most extreme end of growing season cooling.

Our findings further demonstrate the link between late growing season temperatures and BR occurrence, as reported in previous work (Piermattei et al. 2015, 2020; Semeniuc et al. 2016; Montwé et al. 2018; Matisons et al. 2020; Tardif et al. 2020; Matulewski et al. 2022). Importantly, they show that BRs capture cooling episodes not evident in TRW or latewood density (e.g., BI) measurements (Piermattei et al. 2020). Our study provides further definition of what constitutes an extreme cold event based on the abundance of BRs found both within and between trees. With the exception of 1976, all other BRs recorded display an irregular distribution between and within trees. It appears neither the formation nor within-tree distribution of these irregular BRs can be attributed to any specific temperature signal, at least, as our trapezoidal integration analysis suggests, not one as powerful as that which these Estonian Scots pines experienced in 1976. It is possible these BRs may be related to other biotic and abiotic stresses (Barros et al. 2015), the collection of multiple samples from larger numbers of trees will be required to identify those irregular BRs with limited paleoclimatic value.

Since BRs can record cooling events not reflected in traditional dendrochronology or quantitative wood anatomy parameters, they may offer unique paleoclimatic insights into the short-term cooling following large volcanic eruptions (Piermattei et al. 2020; Büntgen et al. 2020; Tardif et al. 2020). BRs have also been considered as a potential tool for cross dating (Piermattei et al. 2015), though the results from this study regarding the distribution of BRs within the tree stem suggest such application should be approached with caution. Only the most extreme signals (e.g., 1976) look suitable for cross dating.

Limitations of our study include the quantification of BRs. Here, any ring containing some blue-stained cell walls was defined as a BR. Lacking differentiation of extent and frequency of blue cell walls (Fig. 3), or any qualitative or quantitative association between the degrees of BRs with climatic variables precludes the use of BRs beyond a binary indicator of late growing season cooling. Piermattei et al. (2020) did classify ‘partial BRs’ and more sophisticated image analysis may be able to quantify the varying intensities of BRs but even then, any relationship with degree of lignification has yet to be determined. Another limitation of this study is the definition of the end of a growing season. September–October is used here as previous studies have suggested thermal conditions during this period, in the Northern Hemisphere mid-latitudes, are relevant for the lignification of latewood tracheids (Gindl et al. 2000; Piermattei et al. 2015). In reality, though, both the onset and cessation of the growing season can vary from year to year (Büntgen et al. 2022). However, defining the growing season with daily meteorological data presents new biases, thus, September–October is used as a conservative end of growing season window to enable comparisons throughout the time period studied.

As well as investigating the quantification of BRs, further research could consider the occurrence of BRs at sites with different meteorological conditions, for example, extreme sites with peripheral conditions for tree growth. Samples from these sites should be analysed alongside local high-resolution meteorological measurements to determine whether our findings are reproducible in other regions. The application of the trapezoidal rule (Fig. 4) may enable future studies to further constrain the intensity, duration and timing of cool spells necessary to initiate consistent BR formation. Furthermore, the occurrence of BRs in more tree species must be evaluated, as well as the influence of different environmental conditions such as soil type. Whilst this study included samples from peat and mineral soil sites, the number of peat site samples was insufficient for any significant comparisons.

There is no question that the September–October period over Estonia in 1976 was extremely cold, and this had a demonstrable effect on late growing season cell wall lignification. What remains unclear is the role of species and site-specific variables in determining the temperature thresholds that trigger BR formation. Without this knowledge it will be difficult to use BRs as anything more than an elusive categorical climate proxy.