Quercus muehlenbergii

Classification and nomenclature

Since its recognition as a different species from the similar-appearing chestnut oak (Quercus prinus), Q. muehlenbergii has generally been regarded as a distinct species; no subspecies or varieties are currently recognized within it, although a few infraspecific variants had been accepted in the past.

The tree's scientific name honors Gotthilf Heinrich Ernst Muhlenberg (1753–1815), a Lutheran pastor and amateur botanist in Pennsylvania. In publishing the name Quercus mühlenbergii, German-American botanist George Engelmann mistakenly used an umlaut in spelling Muhlenberg's name, even though Pennsylvania-born Muhlenberg himself did not use an umlaut in his name. Under the modern rules of botanical nomenclature, umlauts are transliterated, with "ü" becoming "ue", hence Engelmann's Quercus mühlenbergii is now presented as Quercus muehlenbergii. In lack of evidence that Engelmann's use of the umlaut was an unintended error, and hence correctable, the muehlenbergii spelling is considered correct, although the more appropriate orthographic variant Quercus muhlenbergii is often seen.

The low-growing, cloning Q. prinoides (dwarf chinkapin oak) is similar to Q. muehlenbergii and has been confused with it in the past, but is now generally accepted as a distinct species. If the two are considered to be conspecific, the earlier-published name Quercus prinoides has priority over Q. muehlenbergii, and the larger chinkapin oak can then be classified as Quercus prinoides var. acuminata, with the dwarf chinkapin oak being Quercus prinoides var. prinoides. Q. prinoides was named and described by the German botanist Karl (Carl) Ludwig Willdenow in 1801, in a German journal article by Muhlenberg.

Description

Key characteristics of Quercus muehlenbergii (chinkapin oak):

Chinkapin oak is monoecious in flowering habit; flowers emerge in April to late May or early June. The staminate flowers are borne in catkins that develop from the leaf axils of the previous year, and the pistillate flowers develop from the axils of the current year's leaves. The fruit, an acorn or nut, is borne singly or in pairs, matures in 1 year, and ripens in September or October. About half of the acorn is enclosed in a thin cup and is chestnut brown to nearly black.

Chinkapin oak is closely related to the smaller but generally similar dwarf chinkapin oak (Quercus prinoides). Chinkapin oak is usually a tree, but occasionally shrubby, while dwarf chinkapin oak is a low-growing, clone-forming shrub. The two species generally occur in different habitats: chinquapin oak is typically found on calcareous soils and rocky slopes, while dwarf chinkapin oak is usually found on acidic substrates, primarily sand or sandy soils, and also dry shales.

Chinkapin oak is also sometimes confused with the related chestnut oak (Quercus montana), which it closely resembles. However, unlike the pointed teeth on the leaves of the chinkapin oak, chestnut oak leaves generally have rounded teeth. The two species have contrasting kinds of bark: Chinkapin oak has a gray, flaky bark very similar to that of white oak (Q. alba) but with a more yellow-brown cast to it (hence the occasional name yellow oak for this species), while chestnut oak has dark, solid, deeply ridged bark. The chinkapin oak also has smaller acorns than the chestnut oak or another similar species, the swamp chestnut oak (Q. michauxii), which have some of the largest acorns of any oaks.

Soil and topography

Chinkapin oak is generally found on well-drained upland soils derived from limestone or where limestone outcrops occur. Occasionally it is found on well-drained limestone soils along streams. The Chinkapin oak is generally found on soils that are weakly acid (pH about 6.5) to alkaline (above pH 7.0). It grows on both northerly and southerly aspects but is more common on the warmer southerly aspects. It is absent or rare at high elevations in the Appalachians.

Associated cover

It is rarely a predominant tree, but it grows in association with many other species. It is a component of the forest cover type White Oak-Black Oak-Northern Red Oak (Society of American Foresters Type 52) and the Post Oak-Blackjack Oak (Type 40) (2).

It grows in association with white oak (Quercus alba), black oak (Q. velutina), northern red oak (Q. rubra), scarlet oak (Q. coccinea), sugar maple (Acer saccharum), red maple (A. rubrum), hickories (Carya spp.), black cherry (Prunus serotina), cucumbertree (Magnolia acuminata), white ash (Fraxinus americana), American basswood (Tilia americana), black walnut (Juglans nigra), butternut (J. cinerea), and yellow-poplar (Liriodendron tulipifera). American beech (Fagus grandifolia), shortleaf pine (Pinus echinata), pitch pine (P. rigida), Virginia pine (P. virginiana), Ozark chinkapin (Castanea ozarkensis), eastern redcedar (Juniperus virginiana), bluejack oak (Quercus incana), southern red oak (Q. falcata), blackgum (Nyssa sylvatica), and winged elm (Ulmus alata) also grow in association with chinkapin oak. In the Missouri Ozarks a redcedar-chinkapin oak association has been described.

The most common small tree and shrub species found in association with chinkapin oak include flowering dogwood (Cornus florida), sassafras (Sassafras albidum), sourwood (Oxydendron arboreum), eastern hophornbeam (Ostrya virginiana), Vaccinium spp., Viburnum spp., hawthorns (Crataegus spp.), and sumacs (Rhus spp.). The most common woody vines are wild grape (Vitis spp.) and greenbrier (Smilax spp.).

Reaction to competition

Chinkapin oak is classed as intolerant of shade. It withstands moderate shading when young but becomes more intolerant of shade with age. It is regarded as a climax species on dry, drought prone soils, especially those of limestone origin. On more moist sites it is subclimax to climax. It is often found as a component of the climax vegetation in stands on mesic sites with limestone soils. However, many oak-hickory stands on moist sites that contain chinkapin oak are succeeded by a climax forest including beech, maple, and ash.

Diseases and pests

Severe wildfire kills chinkapin oak saplings and small pole-size trees, but these often resprout. However, fire scars serve as entry points for decay-causing fungi, and the resulting decay can cause serious losses.

Oak wilt (Ceratocystis fagacearum), a vascular disease, attacks Chinkapin oak and usually kills the tree within two to four years. Other diseases that attack Chinkapin oak include the cankers Strumella coryneoidea and Nectria galligena, shoestring root rot (Armillarea mellea), anthracnose (Gnomonia veneta), and leaf blister (Taphrina spp.).

The most serious defoliating insects that attack Chinkapin oak are the gypsy moth (Lymantria dispar), the orangestriped oakworm (Anisota senatoria), and the variable oakleaf caterpillar (Heterocampa manteo). Insects that bore into the bole and seriously degrade the products cut from infested trees include the carpenterworm (Prionoyxstus robiniae), little carpenterworm (P. macmurtrei), white oak borer (Goes tigrinus), Columbian timber beetle (Corthylus columbianus), oak timberworm (Arrhenodes minutus), and twolined chestnut borer (Agrilus bilineatus). The acorn weevils (Curculio spp.), larvae of moths (Valentinia glandulella and Melissopus latiferreanus), and gall forming cynipids (Callirhytis spp.) feed on the acorns.

Uses

Like that of other white oak species, the wood of the chinkapin oak (Quercus muehlenbergii) is a durable hardwood prized for many types of construction.

The chinquapin oak is especially known for its sweet and palatable acorns. Indeed, the nuts contained inside of the thin shell are among the sweetest of any oak, with an excellent taste even when eaten raw, providing an excellent source of food for both wildlife and people. The acorns are eaten by squirrels, mice, voles, chipmunks, deer, turkey, and other birds.