Tree Fruit Leader, Vol. 5(1) April 1996
B.9 and O.3: Dwarfing Rootstocks for Cold Sites
By H.A. Quamme, R.T. Brownlee and C.R. Hampson Agriculture and
Agri-Food Canada, Research Centre, Summerland, BC
Malling 9 (M.9) is a widely planted dwarfing rootstock that
performs well on a wide range of soils. It has been grown in British
Columbia for over 35 years. The move to higher density plantings has
resulted in a large increase in plantings on M.9 in the last 10
years. So far, few losses from winter injury have occurred with M.9.
Winter injury losses that do take place are more common on
light-textured soils and in the absence of snow cover. M.9 is rated
hardier than M.7, but not as hardy as M.26. Budagovsky 9 (B.9) and
Ottawa 3 (O.3) are dwarfing rootstocks that offer more cold
hardiness than M.9 for cold sites. Trees on B.9 and O.3 require
support, just as for trees on M.9 and other rootstocks in the same
size-controlling range.
Budagovsky 9
The Budagovsky rootstock series originated from a hardy apple
rootstock improvement program at the Michurinsk College of
Agriculture in Russia. B.9 is similar to M.9 EMLA in size, or
slightly larger (Table 1 and Fig. 1). It is reasonably precocious
and has shown good yield stability over 28 sites in North America in
a USDA-sponsored NC-140 rootstock trial. Few plantings have been
made on B.9 thus far, but it has had good crown rot resistance in
laboratory and field plot tests. Roots of B.9 survived to a lower
temperature than those of M.9 in controlled freezing tests, and
trees survived better in the field after whole-tree freezing (Table
1).
Ottawa 3
Clonal rootstocks of the Ottawa series were selected for
hardiness at the Ottawa Experimental Farm, and tested at the
Smithfield Experimental Farm, Agriculture and Agri-Food Canada, in
Ontario. The size control for O.3 is between M.9 EMLA and M.26
(Table 1), and slightly larger than B.9. On light-textured soils,
however, trees on O.3 may perform better than smaller trees on the
more size-controlling rootstocks.
Some losses from crown rot have occurred in a few orchards in BC,
but laboratory tests indicate that its resistance is similar to that
of M.26. Losses have not been reported from other localities. Trees
on O.3 may be subject to transplanting losses. Use fully dormant
nursery stock and avoid late planting.
Trees on O.3 showed better survival in the field after whole-tree
freezing than did trees on M.9, and the roots survived to a lower
temperature in laboratory freeze tests (Table 1).
Table 1. Performance of B.9 and O.3 Relative to M.9 (EMLA) and
M.26
| |
Rootstock |
| Trait |
M.9 |
B.9 |
O.3 |
M.26 |
| Relative TCSA1 |
50 |
59 |
75 |
100 |
| Cumulative Yield Efficiency |
140 |
125 |
120 |
100 |
| Crown Rot Resistance2 |
R |
MR |
MR |
MR |
| Cold Hardiness3 |
-11.0 |
-13.3 |
-13.1 |
-- |
| Survival Rating (0-5)2 |
0.5 |
1.5 |
2.0 |
-- |
| 1 TCSA = trunk
cross-sectional area. The TCSA and cumulative yield efficiency
(cumulative yield/TCSA) are expressed as a % of M.26 and
averaged over 6 trials conducted in the Okanagan and Creston
Valleys. The trials included 'Summerland Mclntosh', 'Macspur
Mclntosh', and 'Red Delicious'.
2 R = resistant; MR = moderately resistant
3 Killing temperatures were determined on the
roots in tests conducted at Summerland and survival rated on
trees frozen to -l8oC and replanted into the field.
O = dead, 5 = normal growth. |
Propagation and Tree Sources
Both B.9 and O.3 are more difficult to propagate than M.9.
However, several nurseries in the Fraser Valley are successfully
propagating these rootstocks in limited quantities. Contact your
BCMAFF district horticulturist for a list of suppliers of rootstocks
and trees.
The virus resistance of B.9 and O.3 is not fully known. It is
advisable for orchardists to plant virus-free trees to avoid the
possibility of poor tree performance caused by virus infection.
Conclusion
O.3 and B.9 are dwarfing rootstocks worthy of consideration for
orchards on cold sites. They show size control and cumulative yield
efficiency intermediate between that of M.9 and M.26. Both O.3 and
B.9 are more cold-hardy than M.9 and appear to be moderately
resistant to crown rot. O.3 trees are slightly more vigorous than
trees on B.9, and may offer some advantage on light-textured soils.
At the Summerland Research Centre, we continue to evaluate
dwarfing rootstocks for apple production in British Columbia. New
rootstocks under evaluation that potentially possess cold hardiness
and disease resistance in addition to dwarfing include Bemali, P.2,
and the Vineland rootstocks V.l, V.2 and V.7.
Fig. 1. Height and spread of B.9 and O.3 compared to M.9 (EMLA)
and M.26. The values are an average from six trials conducted in the
Okanagan and Creston valleys.

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