Large-scale water balance indicators for different pruning dates of tropical wine grape

Indicadores de balanço hídrico em larga escala para diferentes datas de poda da videira para vinho tropical

Abstract:

The objective of this work was to develop and apply water balance indicators to be scaled up in the wine grape (Vitis vinifera) growing regions of the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, Brazil, simulating different pruning dates along the year. Previous energy balance measurements were used to relate the crop coefficient (Kc) with the accumulated degree-days (DD_ac). This model was applied to scale up the water balance indicators during the growing seasons. When irrigation water was available, the best pruning periods were from May to July, due to the better natural thermal and hidrological conditions. More care should be taken for pruning done in other periods of the year, regarding the effect of increasing thermal conditions of wine quality. The water balance indicators, both successfully developed and applied, allow large-scale analyses of the thermohydrological conditions for wine grape production under the semiarid conditions of the Brazilian Northeast.

Index terms:
Vitis vinífera; crop coeficiente; evapotranspiration; vineyard adaptation; water resources.

Resumo:

O objetivo deste trabalho foi elaborar e aplicar indicadores de balanço hídrico para a suas extrapolações nas regiões de cultivo de uvas (Vitis vinifera) para vinho nos municípios de Petrolina e Juazeiro, nos estados de Pernambuco e da Bahia, respectivamente, tendo-se simulado diferentes épocas de poda ao longo do ano. Medições prévias de balanço de energia foram usadas para relacionar o coeficiente de cultura (Kc) com os graus-dias acumulados (GD_ac). Este modelo foi aplicado para extrapolação dos indicadores de balanço hídrico, durante os ciclos produtivos. Quando houve disponibilidade de água para irrigação, os melhores períodos de poda foram de maio a julho, por causa das melhores condições naturais térmicas e hídricas. Maiores cuidados devem ser tomados para podas realizadas em outros períodos do ano, com relação aos efeitos das temperaturas elevadas na qualidade do vinho. Os indicadores de balanço hídrico, desenvolvidos e aplicados com sucesso, permitiram análises, em larga escala, das condições termohídricas para produção de uvas para vinho, sob as condições semiáridas do Nordeste brasileiro.

Termos para indexação:
Vitis vinífera; coeficiente de cultura; evapotranspiração; adaptação de parreirais; recursos hídricos.

Introduction

In wine grape (Vitis vinifera L.) crops, plant phenology, wine quality, and yield are very dependent on the climate at regional, local, and microclimatic scales (Jones & Webb, 2010; Fraga et al., 2012, 2014; Lorenzo et al., 2016). For all these scales, it is becoming more and more important to consider grape site selection, cultural practices, and water management, which are essential for potential adaptations to different climate scenarios (Malheiro et al., 2010; Dunn et al., 2015; Neethling et al., 2015; Tóth & Végvári, 2016).

The optimal vineyard response to air temperature (T_a) ranges from 20 to 35^oC (Gouveia et al., 2011). According to Fraga et al. (2014), a base 10^oC T_a is required for the onset of the growing season. However, high thermal conditions contribute to increasing sugar content in grapes, resulting in high alcohol concentration and low acidity in wines, as well as in rising pH (Tarara et al., 2008; Mira de Orduña, 2010; Fraga et al., 2012; Maxwell et al., 2016). Other key secondary thermal effects include the increased risks of pests and diseases, such as downy and powdery mildew, especially under rainy conditions (Centeno et al., 2010; Caffarra et al., 2012; Lorenzo et al., 2016).

Although suspended solid concentrations increase with rising thermal conditions (T_a >30^oC), high ^oBrix levels may be attributed to high evapotranspiration (ET) rates (Keller, 2010). According to Webb et al. (2012), high T_a during the harvest period may reduce berry quality due to increasing ET. Therefore, a rational water management is fundamental for controlling water deficiencies and excesses, besides quantifying vineyard water requirements (Anderson et al., 2008; Teixeira et al., 2014; Maxwell et al., 2016).

Regarding water balance, warming conditions can directly affect the vineyard water requirements, which, together with low rainfall amounts, promote high levels of aridity and water demand. In addition, high soil moisture throughout the growing season may also cause excessive vigor, increased risks of pest and diseases, and other problems related to wine quality and to the balance of its chemical components (Teixeira, 2009; Gouveia et al., 2011; Santos et al., 2013; Teixeira et al., 2015; Lorenzo et al., 2016).

All these thermohydrological effects on wine quality and production during the vineyard growing seasons show the importance of water in delimitating the areas with climatic aptitude for winemaking processes.

A large number of climate models have been used worldwide to classify winemaking regions through different methodologies. The multicriteria climatic classification (MCC) system proposed by Tonietto & Carbonneau (2004) has been used under temperate climate conditions in Europe (Blanco-Ward et al., 2007) and in South America (Ferrer et al., 2007; Montes et al., 2012); however, this method has mostly worked well considering a single, six-month growing season per year under temperate climate conditions.

Over the last years, the Brazilian semiarid region has appeared among the main tropical wine-producing areas in the country, which are typically subjected to irrigated conditions. In this region, vineyard water variables have been quantified by point measurements (Teixeira et al., 2007; Azevedo et al., 2008), which can be scaled up through tools such as remote sensing and the geographic information system (GIS) (Teixeira et al., 2013, 2014, 2015; Lorenzo et al., 2016).

The objective of this work was to develop and apply water balance indicators to be scaled up in the wine grape growing regions of the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, Brazil, simulating different pruning dates along the year.

Materials and Methods

A net of agrometeorological stations was used for the interpolation processes in a GIS environment. These stations are spread in the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, Brazil - seven of them are located inside irrigated farms and the other seven on areas with natural vegetation, called Caatinga. The gridded climate data characterized well the horizontal thermohydrological contrast between these mixed agroecosystems (Figure 1).

Figure 1:
Location of the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, in the Northeast region of Brazil (A), as well as of the agrometeorological stations used (B). Triangles represent stations located inside irrigated fruit farms, whereas squares represent those located on areas with natural vegetation, called Caatinga.

According to Teixeira (2009), in the semiarid region of the Brazilian Northeast, disturbed currents from the south, north, east, and west affect the climate. Excluding the places of high altitude, all areas present long-term annual T_a higher than 24°C, with average maximum of 33°C and average minimum of 19°C. The warmest months are October and November, when the sun is close to the zenith position, with low cloud cover, and the coldest ones are June and July, at the winter solstice in the Southern Hemisphere. The thermal homogeneity strongly contrasts with the spatial and temporal heterogeneity of the rainfall regime. In the Petrolina-Juazeiro region, the rainy period is from January to April, representing 68% of the annual rainfall.

The climate variables are from a ten-year period, from 2003-2012. Monthly data were used to calculate the reference evapotranspiration (ETo) by the Penman-Monteith method (Allen et al., 1998). Previous energy balance data (Teixeira et al., 2007) of the grape cultivar Syrah in the Brazilian semiarid region were used. The field experiment was carried out close to the Bebedouro agrometeorological station of Embrapa Semiárido, at a distance of approximately 3 km (Figure 1). This allowed the elaboration and application of the model, based on the relationship between the crop coefficient (Kc) and the accumulated degree-days (DD_ac), considering a base temperature of 10^oC (Ricce et al., 2013): Kc = aDD_ac ² + bDD_ac + c, in which a = -2x10^-7, b = 4x10^-4, and c = 0.54 are the regression coefficients (R² >0.70).

Kc was used to obtain the ET under potential conditions, which, in turn, considered the vineyard water requirements, using 'Syrah' as a reference wine grape in the study region. The water requirements for a growing season (WR_GS) were determined by simulating different pruning dates for an average growing season of four months, under the Brazilian semiarid conditions, using the equation: WR_GS = Kc_GS × ETo_GS, in which Kc_GS is a crop coefficient of a growing season.

Kc values were taken into account, with zero being the DD_ac value at the beginning of a growing season, and the other DD_ac values being calculated, along the growing season, with the average T_a for the subsequent months. The averaged values for the five Kc and the total ETo for a growing season (ETo_GS) were then used to obtain WR_GS.

Another indicator, the water balance difference (WBd), was applied to quantify, on large scales, the excess or deficiency of water in the vineyards for a growing season: WBd_GS = P_GS - WR_GS, in which WBd_GS is the water balance difference for a growing season; and P_GS is the total rainfall of a growing season.

Positive WBd values indicate vineyard water excess, while the negative ones represent vineyard water deficiency. It should be highlighted that, for large-scale analyses, it is necessary to consider water storage in the root zones in order to determine the vineyard water balance.

The values obtained for WR_GS and P_GS allowed the development and application of the water balance ratio (WBr) indicator, obtained by: WBr_GS = P_GS / WR_GS, in which WBr_GS is the water balance ration for a growing season. WBr takes into account thermohydrological conditions and is a measure of the water availability in the vineyard root zone. When WBr is around 1.00, it implies the feasibility for rainfed wine grape, while much higher values indicate moisture excess problems, independently of the absence or not of irrigation, and low values show possible natural water deficiencies and the required degree of irrigation according to pruning dates.

Keeping in mind that the wine quality depends on both thermal and water conditions, these conditions were used to obtain the mean pixel values and SD of WBd and WBr for an average growing season of four months and according to the pruning dates for the long-term climate data, from 2003-2012.

Results and Discussion

The coldest and the hottest growing seasons were those for the pruning dates from April to July and from September to December, respectively. Considering the standard deviation (SD) values, low thermal spatial variations were observed, due to the proximity of the municipalities to the equator. Regarding air temperature for a growing season (T_GS), the lowest values were registered during the winter solstice in the Southern Hemisphere, while the highest ones were found when the sun was around the zenith position over the Brazilian tropical wine grape growing region. For pruning during the coldest periods, several pixels presented T_GS lower than 24^oC, whereas, in the hottest months, T_GS was higher than 26^oC (Figure 2).

Figure 2:
Spatial averages of mean air temperature values for a four-month wine grape (Vitis vinifera) growing season (T_GS), considering climate data from a ten-year period, from 2003-2012, simulating different pruning dates, in the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, in Northeast Brazil. The mean pixel values and standard deviations are also shown.

There were no thermal limitations for the wine grape crop in the Brazilian semiarid region, with pruning dates in the middle of the year. However, for all pruning periods, T_GS pixels were below 30^oC, which should increase suspended solid concentrations (Keller, 2010). Despite this, T_GS values were not below the threshold limit of 10^oC, which could introduce a dormancy stage in temperate climates (Ricce et al., 2013; Fraga et al., 2014). The observed ranges were between 23 and 28^oC, within the optimum range according to Gouveia et al. (2011).

However, when pruning was done from September to December, many areas presented T_GS above 27^oC, which could negatively affect wine quality. These latter conditions contribute to high sugar content in grapes, producing wines with increasing levels of alcohol, low acidity, and higher pH values. Together, these effects promote a wine unbalance with instability for phenolic and aromatic composition (Tarara et al., 2008; Mira de Orduña, 2010; Fraga et al., 2012, 2014; Maxwell et al., 2016).

The pruning dates with the highest P_GS were those from December to February, with several pixel values greater than 300 mm per growing season in the municipality of Petrolina. During this period, the greatest moisture spatial variation was also verified from the SD values. The lowest P_GS was obtained for pruning done between May and July; however, the highest pixel values were found in the northwestern region of Petrolina, while the lowest ones occurred in the southwestern region of the municipality of Juazeiro (Figure 3).

Figure 3:
Spatial averages of total rainfall for a four-month average wine grape (Vitis vinifera) growing season (P_GS), considering climate data from a ten-year period, from 2003-2012, simulating different pruning dates, in the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, in Northeast Brazil. Mean pixel values and standard deviations are also shown.

Taking into account all pruning dates, the rainfall amounts in Petrolina were 60% greater than in Juazeiro. Therefore, in the first municipality, there are greater possibilities of meeting the vineyard water requirements with rainfall, together with supplementary irrigations, whenever irrigation water is available. However, the risks of pests and diseases and the other problems related to wine quality and to the balance between its chemical components were apparently higher for pruning done from December to February (Teixeira, 2009; Gouveia et al., 2011; Santos et al., 2013; Teixeira et al., 2015; Lorenzo et al., 2016).

Considering the cultivar Syrah as a reference for wine grapes in the growing region of Petrolina and Juazeiro, as well as long-term climate conditions (2003-2012), the WR_GS spatial values for an average growing season of four months are presented in Figure 4.

Figure 4:
Spatial averages of the water requirements for a four-month average wine grape (Vitis vinifera) growing season (WR_GS), considering climate data from a ten-year period, from 2003-2012, simulating different pruning dates, in the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, in Northeast Brazil. The mean pixel values and standard deviations are also shown.

The pruning dates with the highest WR_GS were observed from August to October, with average pixel values greater than 420 mm per growing season, when, according to the SD values, the greatest spatial variations also occurred. Pruning from March to May promoted the lowest water consumptions and SD values, with mean WR_GS bellow 350 mm per growing season. High WR_GS were found in the northwestern region of Petrolina, which might indicate good grape yield and wine quality if water is available, in association with techniques to avoid natural water excess in the root zones (Lorenzo et al., 2016; Maxwell et al., 2016). However, under water scarcity conditions, there is ample room for water productivity improvements, considering the lower atmospheric demands (Teixeira et al., 2015).

Taking into account all pruning dates along a year, the water demands in Petrolina were 10% greater than those in Juazeiro. Daily average values of the water requirements were between 2.7 and 3.6 mm per day, similar to the ET rates found throughout field experiments in different wine grape growing regions worldwide (Williams & Ayars, 2005; Ortega-Farias et al., 2007; Azevedo et al., 2008), reinforcing the upscaling techniques applied in the present study.

No significant differences were observed between the T_GS mean values for Petrolina and for Juazeiro, since both municipalities showed average for all pruning periods of 26^oC per growing season; however, the second municipality presented greater spatial-thermal variation, according to the SD values (Table 1). The same is not true when considering P_GS, since the values for Juazeiro were lower than those for Petrolina, indicating higher possibility of rainfall water use by the vineyards in the second municipality. As the vineyard thermal conditions did not differ significantly between municipalities, the WR_GS values for Juazeiro were, in average, 91% of those for Petrolina. These small differences may be attributed to the effect of relative humidity on the ETo calculations, since lower P_GS reduces relative humidity in Juazeiro, when compared with Petrolina.

Table 1:
Mean values and standard deviations (SD) of the water balance indicators for a four-month average growing season (GS) of the 'Syrah' wine grape (Vitis vinifera), considering climate data from a ten-year period, from 2003-2012, in the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, Brazil⁽¹⁾.

• ⁽¹⁾
  T_GS, air temperature for a growing season; P_GS, total rainfall of a growing season; and WR_GS, water requirements for a growing season.

No positive WBd mean values were observed (Figure 5), meaning that, when the whole area and average conditions were considered, in general, there was absence of vineyard water excess for all pruning dates. Disregarding the water storage in the root zones in the vineyard water balance, the pruning periods with the highest water deficiency, i.e., with the most negative WBd, were observed from June to September, when both municipalities presented average WBd pixel values lower than -340 mm per growing season and also the lowest SD, around 23 mm per growing season. The less negative WBd values were obtained for pruning dates from December to February, when the average was above -150 mm per growing season. These last thermohydrological conditions indicated the feasibility of rainfed wine grape with supplementary irrigation. Natural water deficiency in Petrolina is 87% of that in Juazeiro, with better chances of success for rainfed wine grapes, once rainfall-water storage techniques are applied.

Figure 5:
Mean values and standard deviations (SD) of the water balance indicators for a four-month average growing season of the 'Syrah' wine grape (Vitis vinifera) according to the simulated pruning dates, considering climate data from a ten-year period, from 2003-2012, in the municipalities of Petrolina and Juazeiro, in the states of Pernambuco and Bahia, respectively, in Northeast Brazil. A, water balance difference (WBd); and B, water balance ratio (WBr).

Considering that, in average, P_GS for Petrolina was 60% greater than that for Juazeiro, but that WR_GS were only 10% greater, the differences regarding rainfall amounts affected more the water balance than the different ET rates between the municipalities. As observed for WBd, pruning dates from December to February also presented the highest WBr, with averages ranging from 0.60 to 1.00, meaning that rainfall amounts met from 60 to 100% of the vineyard water demands during these pruning periods; however, SD values for both of them were around 0.10 (Figure 5 B).

Although rainy conditions are considered beneficial due to the availability of natural water, increasing soil moisture may reduce the ripening capacity of grapes, and the difficulty of water stress management is unfavorable for the organoleptic wine quality. In this sense, it is necessary to improve drainage for both irrigated and rainfed vineyards during the periods of high WBr. Natural climate dry conditions were verified when pruning was done from May to August. Under these circumstances, the WBr values were around 0.10 with almost no spatial variation, favoring more the irrigated vineyards. These conditions avoid plant diseases, root respiration problems, and direct damage to the berries promoted by excessive rainfall, favoring the quality of must and wine (Gouveia et al., 2011; Santos et al., 2013; Fraga et al., 2014; Teixeira et al., 2015; Lorenzo et al., 2016; Maxwell et al., 2016).

Conclusions

1. The water balance indicators, both successfully developed and applied, allow the large-scale analyses of the thermohydrological conditions for wine grape (Vitis vinifera) production under the semiarid conditions of the Brazilian Northeast, considering different pruning dates along the year.

2. Under irrigated conditions, the best wine grape pruning dates are from May to July, wherever irrigation water is available, with the thermohydrological conditions favoring a better tropical wine quality.

Acknowledgement

To Conselho Nacional de Desenvolvimento Científico e Tecnológico (CNPq, Process Nos. 472973/2011-8 and 404229/2013-1), for financial support.

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Publication Dates

• Publication in this collection
  July 2016

History

• Received
  09 Apr 2015
• Accepted
  30 May 2016