Foliar stable isotope ratios of carbon and nitrogen in boreal forest plants exposed to long-term pollution from the nickel-copper smelter at Monchegorsk, Russia.

Long-term exposure to primary air pollutants, such as sulphur dioxide (SO2) and nitrogen oxides (NOx), alters the structure and functions of forest ecosystems. Many biochemical and biogeochemical processes discriminate against the heavier isotopes in a mixture; thus, the values of δ13C and δ15N (i.e. the ratio of stable isotopes 13C to 12C and that of 15 N to 14 N, respectively) may give insights into changes in ecosystem processes and identify the immediate drivers of these changes. We studied sources of variation in the δ13C and δ15N values in the foliage of eight boreal forest C3 plants at 10 sites located at the distance of 1-40 km from the Monchegorsk nickel-copper smelter in Russia. From 1939‒2019, this smelter emitted over 14,000,000 metric tons (t) of SO2, 250,000 t of metals, primarily nickel and copper, and 140,000 t of NOx. The δ13C value in evergreen plants and the δ15N value in all plants increased near the smelter independently of the plant mycorrhizal type. We attribute the pollution-related increase in the foliar δ13C values of evergreen species mainly to direct effects of SO2 on stomatal conductance, in combination with pollution-related water stress, which jointly override the potential opposite effect of increasing ambient CO2 concentration on δ13C values. Stomatal uptake of NOx and root uptake of 15N-enriched organic N compounds and NH4+ may explain the increased foliar δ15N values and elevated foliar N concentrations, especially in the evergreen trees (Pinus sylvestris), close to Monchegorsk, where the soil inorganic N supply is reduced due to the impact of long-term SO2 and heavy metal emissions on plant biomass. We conclude that, despite the uncertainties in interpreting δ13C and δ15N responses to pollution, the Monchegorsk smelter has imposed and still imposes a great impact on C and N cycling in the surrounding N-limited subarctic forest ecosystems.

Introduction

Decreases in the global emissions of sulphur dioxide (SO2) and nitrogen oxides (NOx) from energy production and traffic have occurred rather slowly (Huang et al. 2017; Zhong et al. 2020), and the dry and wet depositions of sulphur (S) and nitrogen (N) remain high over large areas (Tan et al. 2018). These observations justify the need for further studies on the effects of chronic exposure to air pollutants on ecosystem processes, on the biogeochemical cycles of carbon (C) and N in terrestrial ecosystems, and particularly on the plant physiology. Gaseous air pollutants, especially SO2 and ozone (O3), modify stomatal conductance and, consequently, uptake of gaseous pollutants by plants, reduce photosynthesis, alter C allocation within plants and reduce leaf longevity (Winner and Atkinson 1986). The intimate mechanisms behind pollution-induced changes in ecosystem processes can be deciphered by studying the values of δ13C and δ15N (i.e. the ratios of the stable isotopes 13C to 12C and 15 N to 14 N, respectively) in tree foliage, rings and roots (Gebauer and Schulze 1991; Korontzi et al. 2000; Wagner and Wagner 2006; Savard 2010; Pardo et al. 2006; Savard et al. 2021).

Heavily polluted areas, which still persist in many countries, can be considered opportunistic macrocosms (or unique laboratories) for integrated research on the effects of air pollution on ecosystem structure and functions (Liebhold 2019). In the present study, we report the results of an ecosystem-wide, long-term, field ‘experiment’ conducted on the northern boreal forests. During the course of this ‘experiment’, large areas of pristine forests have been exposed to emissions from the nickel-copper (Ni-Cu) smelter at Monchegorsk, Russia, which started operating in 1939. For the past 80 years, the Monchegorsk smelter has emitted over 14,000,000 metric tons (t) of SO2, 250,000 t of metals (primarily Ni, Cu and cadmium) and 140,000 t of NOx into the ambient air (Kozlov et al. 2009; V. Barcan, personal communication).

To date, over 250 km2 of the area around Monchegorsk, which was originally covered by coniferous forests, has been transformed into industrial barrens; the total area affected by air pollution has been estimated to exceed 10,000 km2 (Kozlov et al. 2009). Outside the industrial barrens, the emissions from the Monchegorsk smelter have decreased the aboveground plant biomass and, consequently, ecosystem C and N pools to 4% at the sites ≤ 8 km from the smelter vs those > 26 km from it (Manninen et al. 2015). The impact of SO2 and NOx emissions from the Russian smelters located in the Kola Peninsula has been detected even in the adjacent regions of Finland, up to 150 km from the smelter, in the form of elevated needle sulphur (S) and N concentrations in Scots pine (Pinus sylvestris L.) (Manninen et al. 1997). We also found that the foliar N concentration increased with increasing pollution load in conifers, whereas it decreased especially in shrubs (Empetrum nigrum ssp. hermaphroditum (Hagerup) Böcher, Vaccinium myrtillus L., Vaccinium uliginosum L., Vaccinium vitis-idaea L.). By contrast, the foliar C concentration increased in Betula pubescens var. pumila (L.) Govaerts and V. uliginosum with increasing proximity to the pollution source (Manninen et al. 2015). The mechanisms that regulate these foliar C and N concentrations in vascular plants growing under chronic exposure to a mixture of air pollutants are not well understood.

One approach for measuring changes in C and N concentrations is to use stable isotopes as many biochemical and biogeochemical processes discriminate against a heavier isotope in a mixture of isotopes. For instance, 13CO2 is discriminated against 12CO2 when CO2 is taken from the atmosphere and during photosynthetic C fixation in C3 plants (Farquhar et al. 1972; Dawson et al. 2002). Similarly, plant uptake and assimilation of both soil-derived ammonium (NH4+) and nitrate (NO3−) discriminate more against 15N than 14N (Garten 1993; Högberg et al. 1999), and isotopic discrimination of 15 N also occurs during mineralisation of soil N (Garten 1993; Nadelhoffer and Fry 1988). Therefore, the ratios of stable isotopes may serve as measures of these processes (Peterson and Fry 1987; Dawson et al. 2002).

The δ13C values in a terrestrial plant depend on the photosynthetic pathway (C3, C4 or CAM plants) (O’Leary 1981; Rounick and Winterbourn 1986) and functional group or life form, i.e. group of plants with similar physiological characteristics such as trees, shrubs and forbs, either evergreen or deciduous (Brooks et al. 1997; Flanagan et al. 1997a; Lavergne et al. 2020). The foliar and tree-ring δ13C values also vary with environmental factors, and particularly water availability including vapour pressure deficit that affects stomatal functions and photosynthesis (O’Leary 1981; Dawson et al. 2002; Klein et al. 2005; Guerrieri et al. 2020). In other words, reduced water availability usually reduces stomatal conductance leading to increased δ13C values (Guerrieri et al. 2020; Lavergne et al. 2020; Marchand et al. 2020).

Foliar C is derived from atmospheric CO2 via photosynthesis, whereas foliar N mainly originates from the soil. Thus, the δ15N values of plants in pristine areas are usually close to those in the soil (Peterson and Fry 1987), although forest plants usually have a lower δ15N value than those found in the soil total-N (Garten 1993; Nadelhoffer and Fry 1994). Moreover, the foliar δ15N values are more depleted in mycorrhizal than in non-mycorrhizal plants due to fractionation by the mycorrhiza (Michelsen et al. 1998; Craine et al. 2009). The δ15N value of soil depends on the amount of N and any isotopic fractionations occurring during decomposition (i.e. mineralisation, nitrification and denitrification processes) (Högberg 1997), with each transformation being less enriched in 15N than the initial substrate: NO3−  < NH4+  < fresh litter < old soil organic matter (Gebauer and Dietrich 1993; Schulze et al. 1994). Michelsen et al. (1998) hypothesised that, in the northern low N ecosystems, the foliar δ15N values are lower in ericoid and ectomycorrhizal than in non-mycorrhizal and arbuscular mycorrhizal plants because the ericoid and ectomycorrhizal plants have a higher uptake of free amino acids than NH4+. By contrast, 15N-enriched NH4+ may be the main N source of non-mycorrhizal and arbuscular mycorrhizal plants because the remaining plant-available NH4+ in the soil may have become 15N-enriched due to fractionation during microbial immobilization of NH4+.

Stable isotope distributions are also affected by the direction and magnitude of air pollution-driven changes. For example, the δ13C values depend on the pollutant composition and concentration, the duration of the exposure and the plant species (Martin et al. 1988). Multiple field studies have reported increased δ13C values in the tree-rings of conifers in SO2-polluted areas close to Cu smelters in the USA and Canada (Martin and Sutherland 1990; Savard et al. 2004, 2020) or coal power plants in Germany (Wagner and Wagner 2006). By contrast, SO2 and heavy metal emissions from a large Russian Cu smelter did not affect foliar δ13C values in either woody or herbaceous plants (Veselkin et al. 2019), while exposure to a pollutant mixture containing O3, in addition to S and N compounds, decreased the foliar δ13C values in pine (Pinus ponderosa Douglas ex C. Lawson) and oak (Quercus kelloggii Newb.) in a Californian forest ecosystem (Korontzi et al. 2000). Decreased foliar δ13C values in polluted areas have been attributed to anthropogenic CO2 emissions. This assumes that the effect of fixation of 13C-depleted CO2 produced by fossil fuel combustion is greater than the C discrimination effect due to increased SO2, NOx and/or O3 concentrations (Kwak et al. 2009). Recent studies on tree-ring δ13C-derived intrinsic water use efficiency, which is an estimate of the leaf-level ratio between assimilation and stomatal conductance integrated across the whole canopy and the entire growing season (Medrano et al. 2015) suggest, however, that especially the responses of boreal conifers to elevated CO2 have been strongly overestimated in previous studies. This is because developmental changes (tree size, stand age), climate and differences in site conditions including atmospheric S and N pollution have not been accounted for (Guerrieri et al. 2020; Marchand et al. 2020; Savard et al. 2020).

Plants take up gaseous N pollutants directly from the atmosphere through their stomata and/or cuticles (Morikawa et al. 1998; Geßler et al. 2002). This N may support additional growth (Siegwolf et al. 2001) or it may be stored (Stulen et al. 1998) and/or translocated to roots to adapt N uptake from the soil to meet the actual N demand of the plant (Muller et al. 1996). Deposition of atmospheric ammonia (NH3) and NH4+ decreases the foliar δ15N value (Pardo et al. 2006), while NOx emissions increase it (Jung et al. 1997; Ammann et al. 1999; Redling et al. 2013; Sensula 2015) relative to unpolluted sites. However, data on the impacts of pollutant mixtures on the foliar δ15N values remain scarce and contradictory. For instance, Guerrieri et al. (2009) found a decrease in the δ15N value of oak (Quercus cerris L.) leaves close to an oil refinery (emitting mainly SO2, NOx and CO2), but an increase in that of spruce (Picea abies (L.) Karst.) needles close to a freeway (where NOx emission was dominating) when compared with the foliar δ15N values at control sites. They explained these results as representing a potential difference in δ15N between the two pollution sources due to the different combustion processes and treatment of the exhaust fumes and/or to reductions in stomatal opening and, consequently, NOx uptake due to the lower water availability at the semi-arid sites close to the oil refinery. Veselkin et al. (2019), in turn, considered increased rooting depth as a possible explanation for the increased foliar δ15N values observed in forest ecosystems highly polluted by SO2 and heavy metals, given that the δ15N value of soil increased with increasing depth.

Predicting foliar δ15N values is difficult for various reasons. The nitrogen dioxide (NO2) concentration increases, whereas that of nitric oxide (NO) decreases, with increasing distance from the emission source, due to the oxidation of NO to NO2 (Wellburn 1990; Clapp and Jenkin 2001). Moreover, the plant-available NH4+ and NO3− in the humus layer in P. sylvestris forests decrease towards our polluter (Lukina and Nikonov 1999), whereas plant root colonisation with different mycorrhizal groups either remains unchanged or decreases with an increase in pollution (Ruotsalainen et al. 2007, 2009). The amount of plant-available NH4+-N in the humus layer at plots between the trees was reported to be 279 mg kg−1 at a distance of ~ 60 km vs 33‒53 mg kg−1 at the sites ≤ 8 km from the smelter. The corresponding range for the amount of plant-available NO3−-N was from 49 to 9‒13 mg kg−1 (Lukina and Nikonov 1999). The total N content of the humus layer has varied from 0.7 to 1.8% in the area (Reimann et al. 2011), with no clear air pollution-related pattern. Given that both coniferous and deciduous trees preferentially utilise N from the humus layer, despite their different root distributions in the soil profile (Gebauer and Schulze 1991; Gebauer and Dietrich 1993), the observation that the tree foliar and the organic (humus) layer δ15N values show similar site-specific variations is not surprising (Jung et al. 1997).

The proportion of the total reduced N in the plant foliage derived from NO2 can be over twofold in deciduous trees such as Populus species compared to coniferous species such as P. abies (Morikawa et al. 1998). The root uptake of organic N vs NH4+ vs NO3− by the roots may also vary with different rooting depths (Schulze et al. 1994). For example, in low pH soils, more NH4+ than NO3− is taken up by roots in the organic layer whereas more NO3− is taken up in the mineral soil (Schulze 1989). NH4+ accounts for 67–85% of the inorganic N fraction in the humus layer across our study area. Given the low level of plant available inorganic N in the soil humus layer with no change in the ratio of NO3−-N to NH4+ -N towards the smelter (Lukina and Nikonov 1999), as well as the low soil pH (3.5–4.2) in the studied forest ecosystems (Manninen et al. 2015), nitrification is considered minimal, as its consequent impact on the 15N signal of the soil NH4+ and the amount of NO3− in the soil (Garten 1993; Savard et al. 2021). Therefore, we consider that the mycorrhizal plants mainly take up organic N (free amino acids), whereas the non-mycorrhizal plants (graminoids, sedges, etc.) mainly take up 15N-enriched NH4+. Said this, increased root uptake of NO3− derived from atmospheric deposition towards the polluter cannot either be excluded as NOx emissions with distinct δ15N signals may directly modify the NO3-δ15N values in surface soils in boreal forests (Savard et al. 2021).

The aim of the present study was to uncover the sources of variation in foliar δ13C and δ15N values in boreal forest C3 plants that have experienced a long-term exposure to SO2, NOx, heavy metal and CO2 emissions from the Monchegorsk smelter. Based on earlier studies, we expected to find (i) an increase in foliar δ13C values with the increasing pollution (i.e. proximity to the smelter) due to a decrease in stomatal conductance caused by phytotoxic air pollutants. Moreover, the higher sensitivity of conifers to SO2 and NO2 (e.g. in terms of crown condition) (Ozolincius et al. 2005) suggests that (ii) the pollution-driven change in δ13C values will be more pronounced in evergreen than in deciduous species. Due to the increasing N-limitation resulting from decreasing levels of plant-available NH4+ and NO3− in the humus layer, we hypothesised that (iii) foliar δ15N values increase with increase in ambient air NOx close to the smelter due to stomatal uptake of 15 N-enriched NOx derived from fossil fuels (Xu et al. 2019; and references therein). We also hypothesised that (iv) the rate of change in δ15N along the pollution gradient differs among plant species due to species-specific stomatal uptake and assimilation of NO2 (Morikawa et al. 1998). Finally, we measured foliar N concentrations as we hypothesised that (v) they describe the combined effects of dry- and wet-deposited N and soil N availability (i.e. the increased stomatal uptake of NOx compensating for the decreasing root supply of N with increasing proximity to the smelter).

Materials and methods

Study area

The Monchegorsk smelter is located within the Polar Circle, close to the northern limit of boreal coniferous forests formed by Scots pine (P. sylvestris) and Norway spruce (P. abies). The mean temperature at Monchegorsk is −13.8 °C in January and 14.1 °C in July, and the mean annual precipitation is 561 mm. The frost-free period ranges from 50 to 100 days. The peak values of annual emissions amounted to 278,000 tonnes (t) of SO2 in 1983, 5100 t of NOx in 1986–1993 and 13,150 t of non-ferrous metals in 1987 (Kozlov et al. 2009; Manninen et al. 2015). The annual emissions in 2019 were close to 40,000 t of SO2, 700 t of NOx and 800 t of metals (264 t of Ni, 513 of Cu and 10 t of cobalt) in 2019 (V. Barcan, pers. comm.). The combined annual CO2 emissions of the smelter and its boiler houses are estimated at 374,000 t and arise from combustion of fuel oil (personal communication by an anonymous representative of Norilsk Nikel). The smelter is located ca. 2 km from the centre of Monchegorsk. In 1989–1999, the smelter produced 99.6–99.9% of all reported atmospheric emissions from the town of Monchegorsk (Kozlov et al. 2009).

Air quality data for our study area are scarce and are mostly limited to measurements conducted at Monchegorsk. The modelled average SO2 concentration was > 60 µg m−3 between July 1990 and June 1991 in the most polluted area (Anttila et al. 1995), while average concentrations of 30 µg SO2 m−3, 20 µg NO2 m−3 and < 10 µg NO m−3 were reported for the period 1993–1997 in Monchegorsk (Makarova and Rigina 1999). The SO2 and NOx emissions have been reduced further since 1993, so an annual mean SO2 concentration of 15 µg m−3 was reported for Monchegorsk in 2019. However, high 1-h SO2 concentrations of up to 225 µg m−3 continue to occur (Ministry of Natural Resources and Ecology in the Murmansk Oblast 2020). In comparison, the annual mean SO2 and NO2 concentrations in Sammaltunturi, Finnish Lapland, which can serve a reference area in terms of air quality, were 0.7 µg m−3 and 0.9 µg m−3, respectively, in 2019 (https://www.ilmatieteenlaitos.fi/ilmansaasteet#tilasto).

Long-term deposition of atmospheric pollutants, especially SO2 and heavy metals, has transformed the previously forested areas in the vicinity of the smelter into industrial barrens—bleak open landscapes with small patches of vegetation surrounded by bare land. In these habitats, conifers are practically absent, and low-stature (0.2–3 m tall) mature mountain birches (B. pubescens var. pumila), growing 5–15 m apart, dominate the vegetation. In the more moderately polluted area, the top canopy is formed by Norway spruce that shows visible signs of damage (dead upper parts of crowns, low needle longevity) and by undamaged mountain birches, while field-layer and ground-layer vegetation is sparse. In visibly unaffected Norway spruce forests, mountain birches are also common, and E. nigrum ssp. hermaphroditum, V. myrtillus and V. vitis-idaea dominate in the dense field layer (Kozlov et al. 2009; Manninen et al. 2015).

Study sites, study plants and leaf sampling

The samples of eight plant species (Table 1) were collected from 18‒22 August 2019 at 10 sites located 1–40 km from the smelter (Online Resource: Table S1, Fig. S1). The sites were selected for a large-scale Finnish–Russian project using the protocol described by Vorobeichik and Kozlov (2012). At the first stage, representative study sites were selected (Table 1); these, to the best of our knowledge, had similar vegetation and soil during the pre-industrial period. Some trees may have been logged from the sites more than 50 years ago, but none of our sites has been affected by logging or fire for the last 40 years. At the second stage, 12 sampling plots 25 × 25 m in size were marked at each site and two of these plots were randomly selected for the study. We attempted to collect foliage of plants with different functional traits and colonised by different types of mycorrhiza (Table 1), but we were constrained by the overall composition of the flora of our study region and by the absence of several plant species in the heavily polluted (barren) sites. All our plant species had C3 type of photosynthesis.

Table 1

Characteristics of studied species

Species	Family	Life form	Leaf longevity	Mycorrhizaa	Sample sizeb
Betula pubescens	Betulaceae	Tree	Deciduous	ECM	10 (20)
Carex sp.	Cyperaceae	Grass	Deciduous	NM	9 (18)
Deschampsia flexuosa	Graminaceae	Grass	Deciduous	AM	10 (20)
Empetrum nigrum	Ericaceae	Dwarf shrub	Evergreen	ERM	10 (20)
Orthilia secunda	Ericaceae	Dwarf shrub	Evergreen	AM	10 (17)
Pinus sylvestris	Pinaceae	Tree	Evergreen	ECM	10 (20)
Rubus chamaemorus	Rosaceae	Forb	Deciduous	NM	8 (16)
Vaccinium myrtillus	Ericaceae	Dwarf shrub	Deciduous	ERM	10 (20)

aNM, non-mycorrhizal; AM, arbuscular mycorrhiza; ECM, ectomycorrhiza; ERM, ericoid mycorrhiza

bNumber of sampled sites; in parentheses—number of sampled individuals

Plants were collected on a first-found, first-sampled basis. Within a site, the two plants of the same species were sampled at least 25 m apart. All the sampled plants were mature, i.e. had generative organs; the sampled trees aged, on average, 40‒60 years. The aboveground parts of small (herbaceous) plant individuals were collected as a whole, whereas several branches were collected from trees and dwarf shrubs. Plants or their branches were placed in plastic bags and transported to the laboratory, where current-year leaves were detached, cleaned of soil and debris and placed into paper bags. The dry weights of individual samples varied from 0.5 to 2.0 g.

Analytical procedure

The leaves were oven-dried at 50 °C for 4‒5 days, ground to a powder using a ball mill (Retsch MM200, Retsch GmbH, Haan, Germany) and then wrapped in tin (Sn) foil capsules (1000 µg). The isotopic composition was determined using a Thermo-Finnigan Delta V Plus continuous-flow IRMS (Thermo Electron GmbH, Bremen, Germany) coupled to an elemental analyser (Thermo Flash 1112, Thermo Electron); this equipment was located at the ‘Instrumental methods in ecology’ Joint Usage Center of the A.N. Severtsov Institute of Ecology and Evolution, Moscow, Russia. The isotope composition of C and N was expressed in the δ-notation relative to the international standard (atmospheric nitrogen and V-PDB, respectively): δX(‰) = [(Rsample/Rstandard) − 1] × 1000, where R is the ratio of the heavier isotope to the lighter isotope. Samples were analysed with a reference gas calibrated against IAEA (Vienna, Austria) reference materials USGS 40 (δ13C =  −26.4‰; δ15N =  −4.5‰) and USGS 41 (δ13C = 37.6‰; δ15N = 47.6‰). The drift was corrected using an internal laboratory standard (casein, Elemental Microanalysis Ltd.; δ13C =  −26.98‰, δ15N = 5.94‰). The standard deviation of δ13C and δ15N values in reference material (n = 8) was < 0.15‰.

Data analysis

Both δ13C and δ15N values were analysed with a linear mixed model (SAS GLIMMIX procedure; SAS Institute, 2009). In the first model, we considered plant species as a fixed effect and the ln-transformed distance from the smelter, which strongly and negatively correlates with pollution load (Kozlov et al. 2009; Manninen et al. 2015), as a covariate. The site of plant origin was treated as a random intercept effect. The unbalanced sampling design (i.e. the absence of an evergreen non-mycorrhizal species) (Table 1) did not allow us to include both mycorrhizal type and leaf longevity in the same statistical model. Therefore, the second model explored the differences between evergreen and deciduous species, while the third model addressed variation among plants with different mycorrhizal statuses. For the analysis of N concentrations, we only used the first model.

We facilitated accurate F tests of the fixed effects by adjusting the standard errors and denominator degrees of freedom by the latest version of the method described by Kenward and Roger (2009). The significance of a random factor was evaluated by calculating the likelihood ratio and testing it against the chi-squared distribution (Littell et al. 2006). The relationships between variables were explored by calculating the Pearson product-moment correlation coefficients.

Results

Foliar δ13C and δ15N values

Both δ13C and δ15N values (Online Resource: Data S1) varied among plant species (Fig. 1) and tended to increase towards the polluter. The rates of these increases were similar across the studied species (Model 1 in Table 2). The range of both δ13C and δ15N values across the sites was widest in Orthilia secunda (L.) House (mean ± SD: −28.7 ± 2.2‰ and 4.86 ± 2.91‰, respectively) and narrowest in V. myrtillus (−32.4 ± 0.6‰ and −1.35 ± 1.28‰, respectively).

Fig. 1

Variation in foliar δ13C (a) and δ15N (b) values among evergreen (boldfaced) and deciduous (other) plant species with different types of mycorrhiza (NM, non-mycorrhizal; AM, arbuscular mycorrhiza; ECM, ectomycorrhiza; ERM, ericoid mycorrhiza). The estimated marginal means (±SE) are based on data collected from eight to ten study sites (consult Table 1). Values labelled with different letters indicate significant (P < 0.05) differences between plant species (t test from SAS GLIMMIX procedure)

Table 2

Sources of variation in the abundances of δ13C and δ15N in plant foliage (SAS GLIMMIX procedure, type 3 tests)

Model	Effect	Source of variation	δ13C		δ15N
			Statistics	P value	Statistics	P value
1	Fixed	Plant species	F7,128.2 = 9.51	< 0.0001	F7,129.5 = 5.85	< 0.0001
		Distance to polluter*	F1,8.48 = 5.05	0.053	F1,9.97 = 4.85	0.052
		Plant species × Distance	F7,127.9 = 1.71	0.11	F7,129.2 = 0.55	0.80
	Random	Site	χ21 = 3.07	0.04	χ21 = 0.90	0.17
2	Fixed	Leaf longevity	F1,133.5 = 26.6	< 0.0001	F1,134.5 = 1.21	0.27
		Plant species (Leaf longevity)	F6,133.2 = 27.7	< 0.0001	F6,134.3 = 35.7	< 0.0001
		Distance to polluter*	F1,8.06 = 7.23	0.03	F1,9.20 = 5.58	0.04
		Leaf longevity × Distance	F1,133.2 = 6.13	0.01	F1,134.2 = 0.00	0.77
	Random	Site	χ21 = 3.03	0.04	χ21 = 0.96	0.16
3	Fixed	Mycorrhizal type	F3,131.6 = 2.38	0.07	F3,132.7 = 9.08	< 0.0001
		Plant species (Mycorrhizal type)	F4,131.4 = 41.6	< 0.0001	F4,132.5 = 9.55	< 0.0001
		Distance to polluter*	F1,7.97 = 5.81	0.04	F1,9.04 = 5.79	0.04
		Mycorrhizal type × Distance	F3,131.4 = 0.93	0.43	F3,132.4 = 0.28	0.84
	Random	Site	χ21 = 2.59	0.05	χ21 = 0.93	0.17

*Distance values were ln-transformed

The δ15N values did not differ between deciduous and evergreen plants due to the large within-group variations (Fig. 1; Model 2 in Table 2). The δ13C values did not change along the pollution gradient in deciduous species (Fig. 2a) but increased in evergreen species with increasing proximity to the smelter (Fig. 2b), especially in P. sylvestris (r =  −0.69, n = 10 sites, p = 0.03) and E. nigrum (r =  −0.71, n = 10, p = 0.02).

Fig. 2

Change in foliar δ13C values in deciduous (a) and evergreen (b) species, and in foliar δ15N values in all plant species (c) along the Monchegorsk pollution gradient. Statistical analyses (consult Table 1) were based on ln-transformed values of the distance to the smelter; F and P values refer to the significances of the slopes

The long-term exposure to SO2, NOx, heavy metals and CO2 did not change the ranking of plant functional types by foliar δ13C values relative to unpolluted areas: the average value of δ13C decreased in mycorrhizal plants in the following order: evergreen shrub = evergreen forb = evergreen tree > deciduous grass > deciduous tree > deciduous shrub (Fig. 1a). The δ13C values were as high in non-mycorrhizal plants as in evergreen mycorrhizal species.

Foliar δ15N values varied with plant mycorrhizal status and among the different plant species. The highest values of δ15N were found in non-mycorrhizal plants, whereas trees and shrubs with ectomycorrhiza and ericoid mycorrhiza had the lowest δ15N values (Fig. 1b). Changes in both δ15N and δ13C with distance from the polluter did not depend on plant mycorrhizal status (Model 3 in Table 2), and a slight increase in δ15N towards the smelter (Fig. 2c) emerged exclusively due to the difference of the proximate site from all other sites. At the species level, the increases in δ15N values towards the smelter were significant in V. myrtillus (r =  −0.79, n = 10 sites, p = 0.007) and approached significance in Carex sp. (r =  −0.65, n = 9, p = 0.058).

Foliar N concentrations

The foliar N concentration varied among plant species (F7, 128 = 3.94, p = 0.0006). The variation among study sites (χ2 = 8.96, p = 0.0014) was not explained by the distance from the smelter: plant species showed individualistic changes in foliar N concentration, from negative to positive, along the pollution gradient (interaction term: F7, 127.9 = 2.21, p = 0.04). At the species level, the increases in N values towards the smelter approached significance in D. flexuosa (r =  − 0.62, n = 10, p = 0.056) and P. sylvestris (r =  −0.54, n = 10, p = 0.1), while the N value decreased in E. nigrum (r = 0.74, n = 10, p = 0.015) towards the smelter.

Correlations among variables

The foliar δ13C and δ15N values positively correlated to each other (r = 0.25, n = 151 samples, p = 0.0017). Foliar δ15N values positively correlated with N concentrations when tested across all the samples (r = 0.26, n = 151, p = 0.0012). However, the latter correlation varied among species, being significant only in P. sylvestris (r = 0.70, n = 20 samples, p = 0.0006) and B. pubescens (r = 0.44, n = 20, p = 0.05).

Discussion

Sources of variation in δ13C values

Plant functional types and species

We attribute the higher foliar δ13C values in evergreen than in deciduous species discovered in this study to the fundamental difference between these two functional groups of plants in the ratio of photosynthetic capacity to stomatal conductance, which can be expressed as a ratio of intracellular to ambient CO2 (ci/ca) (Farquhar et al. 1989). The average values of foliar δ13C in our plants followed the pattern observed in mycorrhizal C3 plants in unpolluted boreal forests (Brooks et al. 1997; Flanagan et al. 1997a).

Industrial pollution

Our first hypothesis was shown to be true for the evergreens, especially P. sylvestris and E. nigrum: foliar δ13C values increased with the increasing proximity to the smelter. A decrease in the foliar δ13C value under high air pollution usually means either decreased photosynthetic rates or assimilation of a more depleted CO2 source (Korontzi et al. 2000). The ci/ca and ci values, calculated from the foliar δ13C values (as described by Betson et al. 2007), decreased towards the smelter, indicating a reduced CO2 flux into leaves and needles as a primary cause for the increased foliar δ13C values, rather than a reduction in photosynthesis. Increases in the δ13C values in both conifer needles and wood in response to exposure to SO2, either alone or in combination with NO2 and O3, have been attributed to a partial closure of stomata, which restricts CO2 entry into leaves and, consequently, impairs photosynthesis (Martin et al. 1988; Martin and Sutherland 1990; Siegwolf et al. 2001; Čada et al. 2016; Savard et al. 2020). Secondary fractionation caused by the phytotoxicity of SO2 (i.e. an increase in dark respiration and changes in photosynthate allocation and partitioning) (Wagner and Wagner 2006), including a greater production of storage carbohydrates (Agrawal and Deepak 2003), may also have contributed to the increase in foliar δ13C values.

Carbon isotope discrimination is a sensitive indicator of plant physiological responses to SO2 (Savard 2010; Savard et al. 2020). Our second hypothesis was also supported, i.e. the evergreen species showed a greater pollution-driven increase than was detected in the deciduous species with increasing proximity to the smelter. However, differences were noted even between the evergreen species in terms of the rate of change in the foliar δ13C values along the pollution gradient. Specifically, the absence of a correlation between the foliar δ13C value in O. secunda and the proximity to the smelter may be explained by the life habit of this species, as it parasitises its mycorrhizal fungi and obtains as much as half of the C it needs from these fungi (Whitfield 2007).

The absolute δ13C values in P. sylvestris in Monchegorsk were similar to those reported from polluted areas in Poland (Sensula 2015) and the South Urals in Russia (Veselkin et al. 2019). In contrast to the pattern observed in Poland (Sensula 2015), our results do not suggest a significant reduction in foliar δ13C values due to anthropogenic CO2 emissions. The foliar δ13C values in C3 plants decrease with increasing ambient CO2 concentration because the plants try to take advantage of the increased CO2 availability to enhance their water-use efficiency, i.e. they increase the ratio of net photosynthesis to transpiration by closing their stomata. This reduction in stomatal conductance, however, does not limit photosynthesis but instead results in an increase in the ratio of leaf assimilation to stomatal conductance and, consequently, in more negative foliar δ13C values (Polley et al. 1993). In our study area, SO2 emissions are apparently still so high that the modest CO2 emissions from the smelter (and the apparent lack of a CO2 concentration gradient) do not compensate for the direct and indirect impacts of SO2 on foliar δ13C values. The recent results of Savard et al. (2020) on the impact of SO2 and NOx emissions on tree-ring δ13C values in boreal conifer forests in Canada support our deduction.

Other environmental factors

The foliar δ13C value not only reflects photosynthetic activity throughout the whole lifespan of the leaf tissues (Dawson et al. 2002), but it also yields information about water fluxes (Brooks et al. 1997). Higher foliar δ13C values have been reported in both conifers (Flanagan et al. 1997a; Choi et al. 2005; Klein et al. 2005; Wagner and Wagner 2006) and deciduous trees (Flanagan et al. 1997a; Cocozza et al. 2020) experiencing water deficit than in well-watered plants due to reductions in stomatal conductance and ci/ca (Guerrieri et al. 2009). The availability of water near the smelter is reduced due to the lower amounts of water stored in snow by the end of winter in the industrial barrens and in the heavily polluted forests vs the unpolluted forests (Kozlov 2001) combined with the higher air temperatures in warm days during the growing season (Kozlov and Haukioja 1997) and the higher wind speeds (Kozlov 2002) which increase evaporation. In addition, the P. sylvestris growing up to 30–50 km west from the smelter have stunted roots (Derome et al. 1995), which reduces their water uptake capacity despite the potentially more abundant groundwater supplies (Flanagan et al. 1997b). We therefore suggest that the increase in foliar δ13C values close to the smelter may be partly attributed to a pollution-induced water stress, even though this could reduce the fluxes of gaseous pollutants into the needles and leaves. Thus, although the influence of severe air pollution on C isotope discrimination likely overrides the effects of environmental factors such as temperature, precipitation and cloud cover (Čada et al. 2016), we cannot attribute the changes in δ13C solely to a direct impact of gaseous air pollutants.

Sources of variation in δ15N values and in N concentrations

Plant functional types, species and mycorrhizal status

The average foliar N concentration was greater in deciduous species than in evergreen species, indicating a higher photosynthetic capacity and a larger specific leaf area in deciduous vs evergreen species (Reich et al. 1997). The lack of any difference in the foliar δ15N values between the ectomycorrhizal trees and the ericoid mycorrhizal shrubs, including both evergreen and deciduous species, suggests that B. pubescens, E. nigrum, P. sylvestris and V. myrtillus used the same inorganic (NH4+) and organic N pools in the humus layer and/or that the stomatal uptake of NOx masked the potential differences in root N uptake. The high positive foliar δ15N values in O. secunda (+ 4.86 ‰), Carex sp. (+ 3.40 ‰) and Rubus chamaemorus L. (+ 4.00 ‰) probably indicate uptake of 15N-enriched N from the soil. Non-mycorrhizal species such as Carex spp., as well as the mycorrhizal species typical of the northernmost ecosystems, have shown preferences for direct root uptake of free amino acids (Kielland 1994; Schimel and Chapin 1996). In our study area, this may also mean root uptake of 15N-enriched free amino acids originating from plant litter.

Our third and fourth hypotheses were also confirmed, although the increase in the foliar δ15N value towards the smelter was only significant at the species level in the deciduous V. myrtillus. This species had the highest calculated ci/ca and ci among our study plants (0.77 and 297 ppm, respectively), suggesting that it had the largest stomatal influx of atmospheric gases and the highest photosynthetic rate. Given the decreases in the plant-available NH4+ and NO3− in the humus layer close to the Monchegorsk smelter (Lukina and Nikonov 1999), we attribute the overall increase in the foliar δ15N value across the plant species with increasing proximity to this smelter mainly to a stomatal uptake of NO2, that probably has a positive 15N signal. This is because atmospheric NO2 taken up via stomata is incorporated into free amino acids (Xu and Xiao 2017) as is the wet-deposited N (Nordin et al. 1998). Increase in the concentrations of NO2-derived foliar free amino acids with increased δ15N value results in increased foliar and plant δ15N values (Xu and Xiao 2017; Zhu et al. 2018). Moreover, Zhu et al. (2018) concluded that the δ15N value of free amino acids is about the same as the δ15N value of the source of atmospheric N. Overall, the stomatal uptake can be rather high, contributing 10–25% of the total N budget of P. abies seedlings (Muller et al. 1996; Ammann et al. 1999) and 14–18% of the total N budget of Populus × canadensis Moench cuttings (Siegwolf et al. 2001).

Both V. myrtillus and Carex spp., which showed the greatest increases in the foliar δ15N value near the smelter, are clonal rhizomatous species, so they may exploit a very large soil volume for root uptake of N (Brooker et al. 1999). Uptake of 15N-enriched (organic) N from the soil (Savard 2010; and references therein) could therefore partly explain the increases in the foliar δ15N values towards the smelter in these species. Long-term high NOx deposition may lead to changes in the δ15N value of the soil surface horizon due to the change in the δ15N value of litter (Gebauer and Schulze 1991; Högberg 1997). The incorporation of water-dissolved NO3− by tree canopies and leaves of other species to support plant N nutrition can also contribute to this pattern, especially in acidic N-limited ecosystems (Bourgeois et al. 2019; Pornon et al. 2019; Salemaa et al. 2020).

We have no data on the organic N in the soil around Monchegorsk. However, given the reduction in the aboveground plant biomass and, consequently, the N pool (Manninen et al. 2015), we deduce a decrease in soil organic N towards the smelter. Moreover, the decrease in both the NH4+-N and NO3−-N content of P. abies litter with increasing proximity to the smelter (Lukina and Nikonov 1999) may indicate an enhanced translocation of N, including 15N-enriched free amino acids, from senescing foliage in response to the decreasing soil N supply. This could be a strategy to support the N economy of the remaining and new foliage especially in evergreen species.

In the present study, we only observed an increasing trend (p ≤ 0.1) in the needle N concentrations of P. sylvestris towards the smelter, while a significant increase was found in P. sylvestris and Picea abies needles in an earlier study (Manninen et al. 2015). The average N concentration in P. sylvestris needles was similar to that in trees surrounding an oil refinery in southern Finland (Manninen and Huttunen 2000) and higher than in unpolluted Finnish Lapland (Manninen et al. 1997). Although the foliar N also includes N compounds that are dry- and wet-deposited on leaf surfaces, the contribution of this deposited N to the total N in foliage is much smaller than that from soil-derived N and stomatal uptake of NOx close to the smelter (Wellburn 1990; and references therein). A significant positive correlation between the foliar δ15N value and N concentration across all the species, and especially in P. sylvestris and B. pubescens, further supports our hypothesis of an appreciable contribution of NOx to the foliar chemistry. Similarly, Roth et al. (2021) recently showed that foliar N concentration in conifers (P. abies, Abies alba Mill.), V. myrtillus and Luzula luzuloides (Lam.) Dandy & Wilmott in Germany was positively and more strongly correlated with the deposition of oxidised N forms (NOy) than with the reduced N forms (NHx) in forest ecosystems with acidic soil.

At a global scale, depleted foliar δ15N values have been found in many wet and/or cold ecosystems (Handley et al. 1999), where less N flows from organic to mineral N pools than in dry and/or hot ecosystems (Tamm 1991). However, previous experiments showed that foliar δ15N values in Pinus taeda L. (Choi et al. 2005) and in oaks (Cocozza et al. 2020) were not affected by water availability. Tomlinson et al. (2016) also reported no impact of precipitation, air temperature, relative humidity, global short-wave solar radiation or wind speed on foliar or tree-ring δ15N values. Site-specific soil conditions, especially pH, which define microbial communities, may in turn play an important role in terms of plant δ15N values as shown by Savard et al. (2021) who found a negative correlation between tree-ring δ15N values of white spruce (Picea glauca) and soil pH. This was explained by hydrophobic ECM fungi transferring N from the dissolved organic N pool to roots under acidic low-N conditions such as in our study area.

The foliar δ15N value is an integrative signal of δ15N of all plant-available N forms over the lifespan of a particular leaf, but it may not be representative of the soil δ15N value at the time of sampling (Vallano and Sparks 2007). We attribute the overall increase in foliar δ15N values with increasing proximity to the smelter as a response mainly due to stomatal uptake of NOx. Changes in the soil supply of different N forms, higher root uptake of N close to the smelter or effects related to climatic factors cannot either be ruled out. For instance, the dissolved organic N compounds in the throughfall were shown to play an important role in the N economy of ground-layer bryophytes in northern N-limited forest ecosystems (Salemaa et al. 2020). Therefore, organic N compounds, including NOx-derived 15N-enriched free amino acids, may be effectively circulated and retained in the studied ecosystems as suggested by the significant positive correlation between the foliar 15N and N values. The studies of Salemaa et al. (2019, 2020) support our findings on the high N responsiveness of the northernmost forest ecosystems.

The positive correlation between the foliar δ15N value and the δ13C value across the studied species further suggests that the same factors are responsible for the detected changes in the foliar δ15N and δ13C values. An increase in the δ13C value in P. sylvestris needles was also associated with an increasing δ15N value near industrial enterprises (Sensula 2015) and in P. abies needles in the vicinity of a freeway (Guerrieri et al. 2009). Although the role of NOx is considered minor compared to that of SO2 in our study area, the elevated NO2 levels can also affect stomatal conductance, resulting in a decrease in ci and an increase in the foliar δ13C values irrespective of soil N supply (Siegwolf et al. 2001). Moreover, Savard et al. (2020) recently reported a significant impact of rising NOx emissions on tree-ring δ13C values in boreal spruces in the Athabasca oil sands region in Canada. The authors concluded that acidifying emissions generates true climatic-isotopic divergences that outrival any effects of rising atmospheric CO2 concentration previously reported.

Conclusions

The values of δ13C and δ15N strongly depended on the plant species and varied even within the functional groups (i.e. evergreen and deciduous) in the studied northern N-limited forest ecosystems. The SO2 emissions in Monchegorsk are still high enough to decrease stomatal conductance as indicated by the increased foliar δ13C values (especially in the evergreen woody species P. sylvestris and E. nigrum) and thus override the potential effect on increased atmospheric CO2 concentration. The long-term deposition of SO2 and heavy metals may have affected the water economy of the plants and thus indirectly increased the foliar δ13C values. The emissions of NOx directly affect the foliar δ15N values and/or N concentrations (i.e. the content of 15N-enriched free amino acids) in the evergreen and deciduous trees and shrubs, while the deciduous forbs and grasses may mainly take up 15N-enriched NH4+ (and organic N compounds) from the soil. We call for further research on foliar δ15N values in the northern forest ecosystems in which N cycling seems to respond to very low N deposition.

Below is the link to the electronic supplementary material.

Supplementary file1 (DOC 218 KB)