Copiapoa - Living on the Edge
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Cactaceae Systematics Initiatives

12:4-8, 2001

Second and Third Sessions
5 June 2001: “Copiapoathon“

[For background, see CSI 11: 23-29 (2001)1

The whole day was devoted to discussion of taxonomic and nomenclatural problems in Copiapoa with the general aim of reaching a consensus on improvements which could be made to the listing in the CITES Cactaceae Checklist, for which the adviser was Nigel Taylor. lt was also hoped the discussion would help to reconcile various differences between the Checklist treatment, that by Graham Charles in his Cactus File Handbook 4: Copiapoa (1998) and that proposed by Fred Kattermann for his forthcoming book The Cacti of Chile.

The genus does not readily lend itself to division into clearly definable groups, though C. solaris, first described by Ritter as the distinct monotypic genus Pilocopiapoa, is generally accepted to merit a subgenus, as Ritter himself later proposed (Kakteen in Südamerika 3: 1046. 1980). Ritter (l.c.) divided subg. Copiapoa itself into four unnamed sections, an arrangement which seemed to Taylor, in his commentary on the genus (Cact. Succ. J. Gr. Brit. 43(2/3): 49-60. 1981), “by and large, to make sense“, with the reservation that “considerable [page5] further field study - by someone with a synthetic approach - is necessary if a key is to be constructed and proper species-limits established‘. 

In the past 20 years, considerable further field study has been made, jointly and independently, by several of those present at the meeting, and by others, but the genus remains, in the words of Fred Kattermann, “a can of worms“. As yet there are no molecular data to assist in defining or redefining species-groups and we are dependent on the sort of criteria used by Ritter. The plants exhibit remarkable diversity of vegetative form, but the flowers, fruits and seeds seem to offer little help in classification. The topic is made more perplexing by the frequent occurrence of two or more (up to six or seven!) arguably distinct taxa in a single locality (as recorded in the literature), though not necessarily all at the same altitude or in the same ecosystem. Uncertainty and confusion over the identity of taxa found by early collectors such as Bridges and Philippi have multiplied the nomenclatural problems. Nevertheless, as Nigel Taylor reminded us at the commencement of the discussion, different members of one species­ group do not, as a rule, grow sympatrically; therefore, where several members of a genus are found in one locality, it is reasonable to assume that they must belong to different groups (though the possible occurrence of hybrids or hybrid swarms must not be overlooked). Hence a helpful way to structure the discussion would be to list the taxa locality by locality and try to assign them to groups, and this procedure was adopted by the meeting. 

Leaving aside C. solaris and the distinctive C. echinoides (syn. C. dura, C. cuprea), four species-groups were initially suggested, broadly corresponding to Ritter‘s Sections 2-5, though they would not necessarily include all the species listed by Ritter:

  • Humilis group (Ritter‘s Sect. 3)

  • Marginata group (Sect. 2 and Sect. 4 in part)

  • Cinerea group (Sect. 5)

  • “The Rest“ (C. cinerascens and others; Sect. 4); later divided into three subgroups

Acronyms for the various taxa discussed and accepted during the day were then entered in columns (headed H, M, C and R) on a large-scale sketch-map.

Throughout the day, colour transparencies to be published in Fred Kattermann‘s book were projected as a basis for discussion of localities and species-concepts, and a second projector and screen enabled the plants shown to be compared simultaneously with others photographed by Graham Charles and other participants (Roger Ferryman, Paul Hoxey and Nigel Taylor).

Initial discussion centred on the relationships of C. tocopillana and C. tenuissima. The consensus was that the former is at best a subspecies of C. humilis but that the latter (which lacks a valid name) is more closely allied to C. hypogaea, and that both C. tenuissima and C. laui might best be treated as subspecies of C. hypogaea. No conclusion was reached, however, as to the group [page 6] affinity of C. hypogaea itself. C. mollicula, which was treated by Charles as a synonym of C. hypogaea, was thought to be more closely related to C. megarhiza.

A long discussion centred on the several species reported from the area of Miguel Diaz and the Quebrada Botija, c. 50 km N of Paposo. Besides C. solaris, and C. atacamensis, these include a miniature relative of C. cinerea and another taxon both of which are believed to await formal description and naming (see comments and illustrations by Graham Charles in his book, p. 6). The first, a coastal species which forms large clumps of small heads, has been generally thought to be Ritter‘s C. varispinata (FR 1447), but it does not fit his description. Though Ritter gave an exact type locality (50 km N of Paposo and 30 km S of Blanco Encalada, “auf Küstenbergen“), a plant which does fit C. varispinata has been found by Roger Ferryman at higher elevations and by Nigel Taylor at Q. Vizcuña and is closely related to C. humilis, of which it could be treated as a subspecies. The second undescribed plant from Botija, earlier thought by Charles (l.c.) to be a variety of C. cinerea, is currently known simply as “sp. Botija“. lt may be related to C. marginata and Charles now agrees.

Another interpretation of C. varispinata, suggested by Fred Kattermann (see CSI 11: 25), is that it was Philippi‘s Echinocactus conglomeratus (treated by Britton & Rose as a synonym of C. cinerascens) and therefore the true Copiapoa conglomerata“. Unfortunately, the latter name is problematical, having been misapplied (by Lembcke) to C. solaris, and the meeting agreed with Nigel Taylor that it should not be taken up for C. varispinata as this would simply create further confusion.

The name C. atacamensis was proposed in 1980 by H. Middleditch for the plant long thought to be the true C. marginata but treated as C. boliviana by Ritter. lt is similar to C. calderana, which occurs 300 km further south. Both were regarded by Fred Kattermann as doubtfully distinct from C. marginata itself, but both have mucilage which C. marginata does not [but see comment by Kattermann, p. 17 - Ed.]. In the circumstances, the meeting considered C. atacamensis could be treated as a subspecies of C. calderana.

The area richest in Copiapoa taxa lies between Paposo and Barquito, south of Chañaral. Here the Humilis group is represented by C. humilis itself, for which the type locality was near Paposo. Probable representatives of the Marginata group are C. montana (N of Taltal), C. rupestris (Cifuncho), including C. rubriflora (S of Taltal) and the mound-forming C. desertorum (Cifuncho) which may be best treated as a subspecies of C. rupestris. Fred Kattermann identifies C. taltalensis as the first-described of these Marginata group species, but this point was strongly disputed by others present, who accept the opinion of P.C. Hutchison (Cact. Succ. J. (US) 25: 37. 1953) that it is closely related to C. humilis. (lt has been treated as a synonym of C. humilis in both editions of the CITES Cactaceae Checklist.) [See footnote, p. 8.]

The coastal belt between Paposo and Chañaral is also the main distribution area of the Cinerea group, with C. haseltoniana (syn. C. gigantea) the most [page 7] northerly of the forms here. Discussion over the status and relationships of this, C. cinerea itself, and its other distinctive variant, C. krainziana, led the meeting to prefer retaining all three as separate species pending further study. It was also recommended that C. longistaminea (Esmeralda), which was thought by Ritter to be related to C. cinerea, should be kept separate. Its mucilaginous stems suggest it might be allied, not to C. cinerea, but to C. calderana (Caldera), and the fact that it grows with the columna-alba form of C. cinerea, which is non­mucilaginous and lacks tuberous roots, supports this view.

Intermediates between C. cinerea and C. serpentisulcata are found between Cifuncho and Esmeralda, implying that typical C. serpentisulcata, which Ritter described from N of Chañaral, could be another member of the Cinerea group.

Around and to the south of Esmeralda there are several more species not readily assigned to the Humilis, Marginata or Cinerea groups, and mostly assigned by Ritter to his “Sektion 4“, i . e. “The Rest“. These can be divided into three separate groups: C. hypogaea and C. laui (these can occur together but there may be a sterility barrier between them, e.g. ploidy level); C. cinerascens and C. grandiflora; and C. mollicula and C. esmeraldana, which were felt to belong with C. megarhiza (from Paipote, near Copiapo) after comparison of Fred Kattermann‘s close-ups of their flowers (broadly campanulate) with those of C. hypogaea and C. laui (funnelform) and C. megarhiza (broadly campanulate). As well as the contrast in flower-shape, differences in the form of the pericarpel and nectar-chamber and in the length of the stamens were noted. Like the differences in stigma-form thought by Fred Kattermann to distinguish various species (e.g. C. cinerascens from C. grandiflora and C. longistaminea from C. cinerea sens. lat.), these features may not be very reliable as taxonomic characters but merit further study.

South of Chañaral, the Marginata group is represented by C. calderana and south of Caldera itself by typical C. marginata. There is an apparent break in the distribution of the Humilis group, with its last presumed member (to be treated as a subspecies?), C. longispina, being found in the Sierra Hornillos, S of Copiapo, but C. hypogaea occurs in the coastal hills as far as south as the Copiapó valley.

Somewhat confusingly, in view of their similar names, C. echinata and C. echinoides occur together in the northern part of the range of C. echinata near Carrizal Bajo. One of them is likely to prove a member of the Marginata group, with C. echinoides (roots non-tuberous) the preferred candidate since C. echinata (roots tuberous) has been variously treated as a variety of C. megarhiza or as a synonym of C. fiedleriana.

The Cinerea group is represented in the coastal zone N and S of Carrizal by its southernmost member, known either as C. dealbata Ritter (C. cinerea var. dealbata (Ritter) Slaba) or by the earlier name C. malletiana (Lemaire ex Salm­Dyck) Backeberg which was preferred in both editions of the CITES checklist. Echinocactus malletianus Lemaire ex Salm-Dyck pre-dates E. cinereus Philippi, the basionym of C. cinerea, and so would have priority over this well-known name [page 8] in a unified concept of the species, but it has no type. Taking these points into consideration, Nigel Taylor conceded that it might be preferable to use the better known and better typified name C. dealbata.

The southernmost member of the genus is C. coquimbana, which has a range of some 300 km from Huasco to south of Fray Jorge. North of the Huasco river it is replaced by C. fiedleriana which links it to C. echinata. Hoffmann and Charles treat C. fiedleriana as a variety of C. coquimbana; in CCC2 it was accepted, with C. echinata as a synonym; Fred Kattermann thinks it “fits the overall C. marginata complex“. Who is right? The “clear and precise differences“ sought by Fred in his population studies certainly seem elusive, as he says, and this is only one instance in Copiapoa where the search for such differences, which are essential to the preparation of a workable identification key, has so far been unsuccessful.

Not surprisingly, therefore, taxonomic conclusions reached at the meeting were very tentative. There was, however, general (if not unanimous) agreement on various points relating to the questions posed by Hunt (CSI 11: 24-28) and his proposals (l.c. 28-29) made in the light of the initial responses by Charles, Kattermann and Taylor. The proposals were duly amended to read as follows:

  1. C. atacamensis. Treat as a subspecies of C. calderana*.

  2. C. bridgesii. The original Echinocactus bridgesii Pfeiffer (1847) was probably a redescription of E. echinoides Lemaire ex Salm-Dyck (1845) and should therefore be treated as a synonym of C. echinoides. (E. bridgesii hort. is referable to C. marginata.)

  3. C. conglomerata. Re-use of this name for an accepted species would cause confusion.
    lt should be rejected.

  4. C. fiedleriana. No change at present.

  5. C. laui. Retain as species pro tem.

  6. C. longistaminea. Accept, at least provisionally*.

  7. C. malletiana. Treat as an uncertain synonym of C. dealbata.

  8. C. montana, C. olivana and C. rupestris. Accept C. montana (syn. C. olivana) and C. rupestris (both members of the Marginata group), as in CCC2.

  9. C. taltalensis. This is almost certainly a form of C. humilis. Mats Hjertson will check for isotype material at Stockholm, the holotype at Berlin having been destroyed**.

  10. C. tenuissima and C. tocopillana. C. tenuissima appears to be a form of C. hypogaea, but C. tocopillana should be treated as a subspecies of C. humilis.

*          For initial post-Conference discussion of proposals 1 and 6, see p. 17.

**         Mats Hjertson has since confirmed that there is no isotype at Stockholm and Fred Kattermann is now content to accept Hutchison‘s diagnosis.

© 1998-2006  David Hunt and individual contributors

All material, except where otherwise credited, is Copyright
 © 2001-2006 Paul Klaassen

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