In order to address the hypothesis, put forward at the beginning, the methodological approach and practical implementation of the research work was carried out in four steps:
- Basic investigation
for the identification of significant influencing factors (cf. chapter 3)
- Data research and collection
to create an assessment baseline on influencing factors.
- Data Analysis
for the systematic determining of factor-related relationships
- Discussion
for the comparison and discussion of cross-factor interdependencies
4.1 Data research and collection
The research and data collection were carried out with the aim of providing a broad basis for assessment, taking into account both scientific and practical expertise. For this reason, the state of the art in science and technology has been researched in scientific sources, and expert interviews have been conducted with experts in forestry and forest management.
4.1.1 Expert interviews
Interview with forester Carmen Hombach, Stadtwerke Kulmbach: The topic, which was originally limited to the city of Kulmbach, was discussed. It was possible to discuss basic influencing factors and the situation in the urban area of Kulmbach and in the forest of Kulmbach. Subsequently, the work topic had to be extended to the area of distribution in Bavaria, because records limited to the forest of Kulmbach region could not be provided to a sufficient extent as a basis for assessment.
Interview with Dr. Dr. habil. Gabriela Lobinger, Bavarian State Institute for Forestry and Forestry, Department of Forest Conservation: The infestation development of the OPM in relation to the area under consideration in Bavaria was discussed and checked for existing records. Evidence of OPM distribution maps for the period 2003-2017 was obtained. Possible factors influencing OPM population dynamics, such as rainfall or control measures, were also discussed.
4.1.2 Population dynamics reference data of the oak processionary moth
OPM has been a known pest in Bavaria since the 1990s, but initially with a limited spatial incidence. As a result, there is a lack of long-term observation series on its occurrence. Already in 1992/93, in connection with the mass reproduction of the gypsy moth in Lower and Middle Franconia, a regionally distinct infestation with oak processionary moths was noticed (Lobinger, 2013). As a result, the area of infestation expanded - in some cases chronic infestation with severe feeding damage occurred, especially at the focal points. In 2012, only a rough estimate of the population was possible. The survey is based on counts of pupal webs in late summer and counts of egg depositions on sample branches of felled oaks in winter. (Feicht 2012, p. 10).
In the following years, general records of OPM occurrence in Bavaria were made. The derived map material, dated up to 2021, distinguishes between four categories: core infestation area, detection of cocoons, punctual detection of moth flights and areas without detection. The regional differentiation in the map material with source data takes place within the administrative boundaries of the responsible offices for agriculture and food (AELF). The source data were mapped to county boundaries in the appendix maps to provide a mapping to urban and local government units and state administrative districts.
4.1.3 Reference data on climate change
In science, climate models are used to predict possible future developments. They are based on observations of a wide range of climate data, based on records of physical measurements from the past. The models represent different boundary conditions, resolutions, and development scenarios, which is why the results sometimes differ significantly. The Bavarian State Office for the Environment (Landesamt für Umwelt, LfU) has investigated which models are preferable for Bavaria. These were regionally refined to an area grid of 5x5 km. (LFU 2021, p. 16).
In relation to the hypothesis studied, the simulation results can be used to estimate the future population of the OPM (LfU, 2021a).
4.1.4 Reference data on geofactors
Atmospheric moisture and precipitation is a possible factor influencing the population dynamics of the oak processionary moth. For example, the climate records show an above-average amount of precipitation in 2007 (DWD 2023).
4.1.5 Further reference data
The number of tree species and their density come from the Federal Forest Inventory. In 2011, the forest area in Bavaria was 2.605.563 ha, of which 165.244 ha, or about 6%, were oak forests. As the livelihood of the oak processionary moth, the tree population is essential for its spread. (BMEL 2014, BMEL 2016).
No evaluable sources could be researched on possible control measures or on the influence of antagonists on the OPM population.
4.2 Data analysis
In the following data analysis, the influencing factors identified in section 3 and explained below are examined in more detail, and recognisable correlations are prepared for discussion. It is based on the data research and data collection.
4.2.1 Analysis of population dynamics
The Bavarian State Institute for Forests and Forestry is attempting to record and track the oincidene of the OPM on the basis of moth flights and detected cocoons. The maps of the distribution records of the OPM were used to track its distribution development in the period from 2003 to 2021 (for the data basis see Appendix 1: Maps of the population dynamics of the OPM in Bavaria). It is noticeable that there are gaps in the evidence documentation. An interpolation to fill them does not make sense. The spread of OPM is influenced by several factors, which interact with each other.
The first settlements were found in the north-western part of Bavaria in the Main region. In addition, parts of the Spessart-Röhn region and the north-western part of the Danube region were initially affected. In 2003, a total of fourteen areas were affected, ten of which were core areas, mainly in the Main region. Over the next four years, the disease spread to the south and east, with 19 areas affected. The core area increased by only one AELF area. Between 2007 and 2009, the infested area decreased to the level of 2003 with only 14, but not congruent, AELF areas. For example, while the area of Bad Neustadt a. d. Saale in northern Bavaria was considered a fully infested area in 2003, it was only partially infested in 2009. Other areas, such as Neumarkt i. d. Opf., which was only partially affected in 2003, are fully affected in 2009. In 2009, only seven AELF areas were core infested areas. In 2011, the core infested area reached a minimum with only four AELF areas, all located in the Main region. However, the total detection area also expanded to parts of eastern Bavaria. In 2014, the core infestation area increased to a new maximum. For the first time, cocoons were found in the northeast and further south of Bavaria, and moth flights were detected in five previously uninfested AELF areas. In 2015, a new infestation peak was reached, with a total of 37 AELF areas in which cocoons or moths were recorded.
In the following years, from 2016 to 2021, the infestation will increase continuously. Currently, only six out of 47 AELF areas in Bavaria have no evidence of infestation.
The occurrence of OPM has thus more than doubled since records began. From 2003 to 2021, infestation generally increased steadily, with only the period from 2009 to 2011 showing deviations. A characteristic feature is that the core infestation area is usually constant.
4.2.2 Analysis of climate change
The analysis of climatic influences was based on climate maps and diagrams of the mean annual temperature during the period considered. In addition, records of the onset of frost and the duration of the frost period until the start of vegetation were taken into account (see also Appendix 3: The density of oak trees in Bavaria’s forests). The data are based on the German Climate Atlas (DWD) and the Bavarian Climate Information System BayKIS (LFU 2023).
The analysis of the mean annual temperature shows a warming of about 2°C during the reference period (STMUV 2021, p. 4) (see also Fig. 5).
Consistently over the observation period, individual areas in the east and south of Bavaria were cooler than the rest of the state on an annual average. In general, the Main region was the warmest region in Bavaria.
An analysis of the frost period in the reference period shows, that with a few exceptions, the first frost day in the present occurs much later in the year than in the reference period of the long-term average. This shows that it was colder in the past than it is today. The growing season is correspondingly longer and starts earlier. Forecasts indicate that this trend will continue in the future.
The earlier start of vegetation is particularly evident in the Spessart-Röhn, Main, Danube and partly in the southern Bavarian uplands. While the start of vegetation in 2003 was between the 80th and 100th day of the year, in 2019 it is already between the 60th and 80th day of the year (see also Annex 4: Data on climate change in Bavaria in the past and future), to which the oaks respond with earlier budding. The earlier onset of vegetation thus favours the thermophilic oak processionary moth, whose larvae hatch earlier and go in search of food because of the weather conditions.
4.2.3 Analysis of the geofactors of Bavaria
According to the experts consulted, the development of cocoons and caterpillars of OPM is thought to suffer from humid weather conditions and rainfall. The analysis of the weather conditions shows a weather phase from 2007 onwards in the reference period, which was characterised by increased annual precipitation. (DWD 2023, LFU 2021).
4.2.4 Analysis of other influencing factors
In addition to the factors already described the possible influence of humans on population dynamics through control measures is obvious. Although a wide range of measures and pesticides have been tested and used against OPM caterpillars, there are no systematic and traceable records of their use in the reference area of Bavaria. According to an expert interview with Dr. Dr. habil. Gabriela Lobinger from the Bavarian State Institute of Forestry, Department of Forest Conservation, chemical control measures against the OPM were applied in 2010 and 2011.
The importance of natural antagonists of OPM has also been investigated as an influencing factor. Again, there is a lack of systematic studies to establish a link with the reference period and geographical area of this investigation. Only descriptions of various antagonists and some assumptions about causal relationships can be found in the literature (Adler et al 2013, p. 3, Rohe et al 2020, 81 ff].
Potential food sources are fundamental to the spread of OPM. According to the Federal Forest Inventory (BMEL 2016), the presence and density of oak stands is therefore an important prerequisite. The largest and densest oak stands are found in the Main region, i.e. in north-western Bavaria. While oaks can still be found in the central part of Bavaria, their abundance and density towards the south, although not exactly quantifiable, is significantly lower (see also Appendix 2: The regional natural forest composition of Bavaria and Appendix 3: The density of oak trees in Bavaria's forests).