Balsam fir (Abies balsamea) is the most vulnerable species to the spruce budworm (Choristoneura fumiferana), one of the most devastating defoliators in the world. For decades, pest managers have advocated for reducing its abundance in the landscape to minimize losses to the spruce budworm (SBW). Although reduction of fir occurred during the endemic phase of the SBW cycle, there is little information about the extent to which this general principle (reduction of fir) was applied during an outbreak and whether it occurs at both stand and landscape levels. The objective of this paper is to compare the effect of insect and harvest disturbances on forest structure during the 1970–80s outbreak in Québec. We evaluate whether, (i) forest management activities targeted fir forests and whether patch size of host species influences management or SBW disturbance, (ii) SBW outbreaks and logging have similar or divergent effects on forest composition. Although data are from an earlier outbreak, they are at a scale rarely studied and will be useful in guiding decisions made at larger scales in the current and future outbreaks. Our results show that spruce was targeted preferentially by harvesting (up to 69% of plots) during the outbreak period, while it represented less than one third of plots defoliated by the SBW. On the other hand, fir stands represented up to 75% of plots that were defoliated by the SBW but less than 35% of plots that underwent harvesting. Harvesting targeted large blocks of spruce forest more than large blocks of fir-dominated forest while the opposite was observed for the SBW. In terms of regeneration, SBW tends to reduce fir and favor spruce recruitment, along with non-host species, whereas the opposite tendency was observed following harvesting. In terms of spatial organization of stands, our results support the suggestion that small stands of fir and large stands of spruce undergo the least SBW damage. Thus, in order to attenuate SBW impacts in the future, efforts should be made to ensure that spruce recruitment is favored and that its abundance increases at both the stand and landscape scale.

Landscape-level forest management has long been hypothesized to affect forest insect outbreak dynamics, but empirical evidence remains elusive. We hypothesized that the combination of increased hardwood relative to host tree species, prevalence of younger forests, and fragmentation of those forests due to forest harvesting legacies would reduce outbreak intensity, increase outbreak frequency, and decrease spatial synchrony in spruce budworm Choristoneura fumiferana outbreaks. We investigated these hypotheses using tree ring samples collected across 51 sites pooled into 16 subareas distributed across a large ecoregion spanning the international border between Ontario (Canada), and Minnesota (USA). This ecoregion contains contrasting land management zones with clear differences in forest landscape structure (i.e. forest composition and spatial configuration) while minimizing the confounding influence of climate. Cluster analyses of the 76-yr time-series generally grouped by subareas found within the same land management zone. Spatial nonparametric covariance analysis indicated that the highest and lowest degree of spatial synchrony of spruce budworm outbreaks were found within unmanaged wilderness and lands managed at fine spatial scales in Minnesota, respectively. Using multivariate analysis, we also found that forest composition, configuration, and climate together accounted for a total of 40% of the variance in outbreak chronologies, with a high level of shared variance between composition and configuration (13%) and between composition and climate (9%). At the scale of our study, climate on its own did not explain any of the spatial variation in outbreaks. Outbreaks were of higher frequency, lower intensity, and less spatially synchronized in more fragmented, younger forests with a lower proportion of host species, with opposing outbreak characteristics observed in regions characterised by older forests with more concentrated host species. Our study is the first quantitative evaluation of the long-standing ‘silvicultural hypothesis’ of spruce budworm management specifically conducted at a spatio-temporal scale for which it was intended.