Summary: The evolution of lignified xylem allowed for the efficient transport of water under tension, but also exposed the vascular network to the risk of gas emboli and the spread of gas between xylem conduits, thus impeding sap transport to the leaves. A well‐known hypothesis proposes that the safety of xylem (its ability to resist embolism formation and spread) should trade off against xylem efficiency (its capacity to transport water). We tested this safety–efficiency hypothesis in branch xylem across 335 angiosperm and 89 gymnosperm species. Safety was considered at three levels: the xylem water potentials where 12%, 50% and 88% of maximal conductivity are lost. Although correlations between safety and efficiency were weak (r² < 0.086), no species had high efficiency and high safety, supporting the idea for a safety–efficiency tradeoff. However, many species had low efficiency and low safety. Species with low efficiency and low safety were weakly associated (r² < 0.02 in most cases) with higher wood density, lower leaf‐ to sapwood‐area and shorter stature. There appears to be no persuasive explanation for the considerable number of species with both low efficiency and low safety. These species represent a real challenge for understanding the evolution of xylem.

Summary: 1. The xylem pressure inducing 50% loss of hydraulic conductivity due to embolism (P₅₀) is widely used for comparisons of xylem vulnerability among species and across aridity gradients. However, despite its utility as an index of resistance to catastrophic xylem failure under extreme drought, P₅₀ may have no special physiological relevance in the context of stomatal regulation of daily minimum xylem pressure and avoidance of hydraulic failure under non‐extreme conditions. Moreover, few studies of hydraulic architecture have accounted for the buffering influence of tissue hydraulic capacitance on daily fluctuations in xylem pressure in intact plants. 2. We used data from 104 coniferous and angiosperm species representing a range of woody growth forms and habitat types to evaluate trends in three alternative xylem hydraulic safety margins based on features of their stem xylem vulnerability curves and regulation of daily minimum stem water potential (Ψ_{stem min}) under non‐extreme conditions: (i) Ψ_{stem min} − P₅₀, (ii) Ψ_{stem min} − P_e, the difference between Ψ_{stem min} and the threshold xylem pressure at which loss of conductivity begins to increase rapidly (P_e) and (iii) P_e − P₅₀, an estimate of the steepness of the vulnerability curve between P_e and P₅₀. Additionally, we assessed relationships between xylem capacitance, species‐specific set‐points for daily minimum stem water potential and hydraulic safety margins in a subset of species for which relevant data were available. 3. The three types of hydraulic safety margin defined increased with decreasing species‐specific set‐points for Ψ_{stem min}, suggesting a diminishing role of stem capacitance in slowing fluctuations in xylem pressure as Ψ_{stem min} became more negative. The trends in hydraulic safety were similar among coniferous and angiosperm species native to diverse habitat types. 4. Our results suggest that here is a continuum of relative reliance on different mechanisms that confer hydraulic safety under dynamic conditions. Species with low capacitance and denser wood experience greater daily maximum xylem tension and appear to rely primarily on xylem structural features to avoid embolism, whereas in species with high capacitance and low wood density avoidance of embolism appears to be achieved primarily via reliance on transient release of stored water to constrain transpiration‐induced fluctuations in xylem tension.

Recent hypotheses of timberline causation include the possibility that limitations to growth processes may be more limiting than restrictions on photosynthetic carbon gain, and that cold soil is a primary limiting factor at high altitude. However, almost all of the supporting data for timberline causation have come from studies on older trees, with little focus on the mechanisms of seedling establishment and the growth of saplings away from the forest edge into the treeline ecotone. We describe a conceptual model of timberline migration that invokes a strong dependence on ecological facilitation, beginning with seed germination and continuing through seedling establishment and sapling growth to the stage where trees with forest-like stature form new subalpine forest at a higher altitude. In addition to protection from severe mechanical damage, facilitation of photosynthetic carbon gain and carbon processing is enhanced by plasticity in plant form and microsite preference, enabling seedling survival and sapling growth inside and through the often severe boundary layer just above the ground cover. Several forms of facilitation (inanimate, interspecific, intraspecific and structural) result in substantial increases in photosynthetic carbon gain throughout the summer growth period, leading to enhanced root growth, subsequent amelioration of drought stress, and increased seedling survival. Avoidance of low temperatures and low-temperature photoinhibition of photosynthesis may be major benefits of the facilitation, enhancing photosynthetic carbon gain and respiratory-driven growth processes. We propose that the growth of vertical stems (flagged tree forms) from krummholz mats is analogous functionally to the facilitated growth of a seedling/sapling in and away from ground cover. Increasing abundance and growth of newly established trees in the treeline ecotone generates a structural and microsite facilitation characteristic of the subalpine forest below. This is followed by the formation of new subalpine forest with forest-like trees, and a new timberline at higher altitude.

Water transport from soils to the atmosphere is critical for plant growth and survival. However, we have a limited understanding about many portions of the whole-tree hydraulic pathway, because the vast majority of published information is on terminal branches. Our understanding of mature tree trunk hydraulic physiology, in particular, is limited. The hydraulic vulnerability segmentation hypothesis (HVSH) stipulates that distal portions of the plant (leaves, branches and roots) should be more vulnerable to embolism than trunks, which are nonredundant organs that require a massive carbon investment. In the current study, we compared vulnerability to loss of hydraulic function, leaf and xylem water potentials and the resulting hydraulic safety margins (in relation to the water potential causing 50% loss of hydraulic conductivity) in leaves, branches, trunks and roots of four angiosperms and four conifer tree species. Across all species, our results supported strongly the HVSH as leaves and roots were less resistant to embolism than branches or trunks. However, branches were consistently more resistant to embolism than any other portion of the plant, including trunks. Also, calculated whole-tree vulnerability to hydraulic dysfunction was much greater than vulnerability in branches. This was due to hydraulic dysfunction in roots and leaves at less negative water potentials than those causing branch or trunk dysfunction. Leaves and roots had narrow or negative hydraulic safety margins, but trunks and branches maintained positive safety margins. By using branch-based hydraulic information as a proxy for entire plants, much research has potentially overestimated embolism resistance, and possibly drought tolerance, for many species. This study highlights the necessity to reconsider past conclusions made about plant resistance to drought based on branch xylem only. This study also highlights the necessity for more research of whole-plant hydraulic physiology to better understand strategies of plant drought tolerance and the critical control points within the hydraulic pathway.