The spruce budworm, Choristoneura fumiferana, Clem., is the most significant defoliating pest of boreal balsam fir (Abies balsamea (L.) Mill.) and spruce (Picea sp.) in North America. Historically, spruce budworm outbreaks have been managed via a reactive, foliage protection approach focused on keeping trees alive rather than stopping the outbreak. However, recent theoretical and technical advances have renewed interest in proactive population control to reduce outbreak spread and magnitude, i.e., the Early Intervention Strategy (EIS). In essence, EIS is an area-wide management program premised on detecting and controlling rising spruce budworm populations (hotspots) along the leading edge of an outbreak. In this article, we lay out the conceptual framework for EIS, including all of the core components needed for such a program to be viable. We outline the competing hypotheses of spruce budworm population dynamics and discuss their implications for how we manage outbreaks. We also discuss the practical needs for such a program to be successful (e.g., hotspot monitoring, population control, and cost–benefit analyses), as well as the importance of proactive communications with stakeholders.

Management of spruce budworm, Choristoneura fumiferana (Clem.), outbreak spread requires understanding the demographic processes occurring in low, but rising populations. For the first time, detailed observations were made in the early stages of outbreak development. We sampled populations over a three-year period in both treated and untreated populations in the Lower St-Lawrence region of Quebec, Canada, and measured the density-dependence of survival and population growth rates, and the impact of natural enemies and insecticides. Insecticides tested were Bacillus thuringiensis (Berliner 1915) and tebufenozide. We recorded strong density-dependence of survival between early larval stages and adult emergence, explained largely by the variation of natural enemy impacts and overcrowding. We also observed inverse density-dependence of apparent fecundity: net immigration into lower-density populations and net emigration from the higher, linked to a threshold of ~25% defoliation. Because of high migration rates, none of the 2013 treatments reduced egg populations at the end of summer. However lower migration activity in 2014 allowed population growth to be reduced in treated plots. This evidence lends support to the conclusion that, for a budworm population to increase to outbreak density, it must be elevated via external perturbations, such as immigration, above a threshold density of ~4 larvae per branch tip (L₄). Once a population has increased beyond this threshold, it can continue growing and itself become a source of further spread by moth migration. These findings imply that populations can be brought down by insecticide applications to a density where mortality from natural enemies can keep the reduced population in check, barring subsequent immigration. While we recognize that other factors may occasionally cause a population to exceed the Allee threshold and reach outbreak level, the preponderance of immigration implies that if all potential sources of significant numbers of moths are reduced on a regional scale by insecticide applications, a widespread outbreak can be prevented, stopped or slowed down by reducing the supply of migrating moths.

A fundamental question in forest insect ecology is the role of forest landscape structure, particularly the amount and spatial configuration of host tree species, in shaping the dynamics of recurring forest insect outbreaks. For forest tent caterpillar (FTC), independent studies do not converge on a singular conclusion, although all indicate that forest structure influences outbreak dynamics. These studies also vary in how they treat climate as a covariate. We evaluated the relative importance of host forest landscape composition and configuration, as well as climate, for their influence on FTC outbreak cycling in the twentieth century. We predicted that FTC outbreaks would exhibit greater synchrony and intensity within areas associated with higher abundance of host trees. We reconstructed FTC outbreaks from 1928 to 2006 using tree‐ring analysis within a well‐structured experimental landscape located in northwestern Ontario and northern Minnesota. Time‐series clustering and spatial nonparametric covariance were used to determine whether similarities in time series and patterns in spatial synchrony corresponded with land management history. Using constrained ordination, we compared statistical properties of outbreak time series to landscape variables representing host abundance, forest configuration, and climate. We found no evidence of climatic effects at the scale of this study, but a significant albeit small influence of landscape structure on outbreak dynamics. Outbreaks were more synchronous and more cyclic within managed zones containing a greater relative abundance of aspen and other hardwood host tree species, compared with the more conifer‐dominated Wilderness area. Yet, we also observed asynchronous outbreak dynamics across the study area, such that correlations with slower‐changing forest landscape variables varied starkly among outbreak pulses. Consequently, the strength of relationship between landscape variables and FTC outbreak patterns varied strongly through time—a result that may explain why short‐term studies yield conclusions that are at odds with one another. Our results speak to the importance of long time series, contrasting landscape structure, use of multivariate methods, and controlling for climatic variation when investigating the effects of forest landscape structure on the cyclic‐eruptive spatial dynamics for forest defoliators.

Through their influence on effective population sizes, sex ratio skew affects population dynamics. We examined spatial variation in female-biased sex ratios in the mountain pine beetle (Dendroctonus ponderosae Hopkins) outbreak in western Canada to better understand how environmental context affects sex ratio skew. Our specific objectives were to: 1) characterize spatial variation in mountain pine beetle sex ratio; 2) test previously asserted hypotheses that beetle sex ratio varies with tree diameter and year in outbreak; and 3) develop predictive models of sex ratio skew for larval and adult populations. Using logistic regression, we modeled the probability that an individual beetle (n = 2,369) was female as a function of multiple environmental variables across 34 stands in British Columbia and Alberta, Canada. We identified a consistent female-biased sex ratio with significantly greater skew in adults (2:1, n = 713) than in larvae (1.76:1, n = 1,643). We found that the proportion of larval females increased with decreasing tree size and with outbreak age. However, adults did not respond to tree size and larvae did not respond to outbreak age. Predictive models differed between larvae and adults. All identified models perform well and included predictors related to weather, tree diameter, and year in outbreak. Female-biased sex ratios appear to originate from differential male mortality during development rather than from sex-biased oviposition, suggesting sex ratio skew is not the cause of outbreaks, but rather a consequence.