1. Introduction
Climate change impacts all sectors of society including agriculture and food security. How and where crops are grown now, and in the future, depends on adapting cultural practices to an environment where temperature, rainfall, and the frequency of extreme weather events are rapidly changing. The beekeeping industry is not immune to the effects of climate change. Colony losses have remained at unsustainable levels since 2006 when data were first recorded [
1]. These losses reverberate across agriculture because honey bees pollinate more than one-third of all crops that support a range of economic sectors of considerable monetary value [
2]. Human health is also affected because insufficient pollination reduces yields and the availability of fruits, oilseeds, and vegetables that are rich in nutrients needed to maintain cardiovascular health and prevent cancer and metabolic diseases [
3].
Though colonies are lost throughout the year due to poor nutrition, pests, pathogens, and pesticides, most losses occur over the winter [
4,
5]. Fall temperatures, particularly in temperate areas, are trending higher than historical averages and are predicted to follow this course into the future [
6,
7]. Warmer fall temperatures can threaten colony survival in at least two ways. First, warm temperatures stimulate foraging and leave colonies vulnerable to immigration by parasitic Varroa mites (
Varroa destructor Anderson and Trueman) [
8,
9]. Varroa is an external parasite of honey bees that parasitizes all stages of workers and drones, reproduces while feeding on pupae under sealed comb cells, transmits viruses, and is the primary cause of overwintering colony losses [
10,
11,
12]. Varroa migrate into colonies by attaching to foraging bees. Though some migration might happen throughout the spring and summer, the greatest frequency of foragers carrying mites into colonies occurs in the fall and is correlated with sharp increases in mite infestations [
13]. Since mites can immigrate into colonies whenever foraging weather occurs, warm fall temperatures late into the season extend the period of mite migration. Warmer temperatures might also prolong brood rearing and mite reproduction, further adding to the difficulties in keeping Varroa at low levels prior to overwintering.
A second way that warmer fall temperatures in temperate areas can threaten colony survival is their effects on the age structure of overwintering colony populations [
7,
14]. In the fall, colonies in temperate areas prepare for winter by storing resources and slowing the production of new bees (i.e., brood rearing) [
15]. If temperatures are below 10 °C, the bees remain in the hive and form a thermoregulated cluster. However, warm temperatures cause bees to fly, and flight activity physiologically ages bees [
16,
17,
18,
19]. Greater flight activity in the fall can cause overwintering populations to contain higher proportions of bees that are physiologically older. When colonies resume foraging in the spring, older bees can die at rates that exceed the colony’s ability to replace them, so the colony declines. Colony decline after overwintering is common and is part of the yearly population dynamics of a colony [
14]. However, extended periods of fall foraging can lead to a deep population decline in the spring from which the colony cannot recover. Indeed, years with higher colony losses are correlated with warmer and drier winter conditions [
20,
21].
The effects that climate change is having on Varroa control might be mitigated with genetic lines of Varroa-resistant or -tolerant honey bees. Beekeepers currently use Varroa-tolerant or -resistant bees to reduce costs and prevent Varroa resistance to miticide treatments that can be needed at frequent intervals from spring to fall. One Varroa-resistant line is Russian bees brought into the U.S. in 1997 [
22]. The original queens were from regions in Russia where bees developed resistance to Varroa through natural selection [
23]. Varroa populations are kept low because brood in Russian colonies is unattractive to mites, so reproduction is suppressed [
24,
25]. Russian bees also remove larvae from infested brood cells (hygienic behavior) and from the bodies of nestmates (grooming behavior) [
23]. However, the benefits of suppressing mite reproduction could be eliminated if flight activity extends into the fall, when mite migration becomes more frequent. Varroa migration can occur in colonies of Russian bees and causes mite populations to be comparable to unselected genetic lines [
26].
Late season flight and mite migration into colonies can be curtailed by overwintering hives in cold storage facilities. Cold storage differs from overwintering in outdoor apiaries in that hives are moved into refrigerated buildings that are kept dark and maintained at <7.2 °C. Bees remain in a cluster inside the hive while in cold storage. In contrast, colonies overwintered outdoors can experience variable temperatures and fly when weather conditions are suitable. From late fall to early spring, supplemental feeding may be needed if there is no forage available. Mite numbers may rise due to mite migration if temperatures are suitable for flight, and varroacide applications might be required.
The number of hives overwintered in cold storage has increased in the U.S., because it can improve overwintering survival and be less expensive than wintering colonies in outdoor apiaries in the southern U.S. [
27,
28]. However, little is known about how well Russian bees will perform during cold storage. Russian bees currently are overwintered in outdoor apiaries, particularly in the southern U.S., where floral resources can be available and brood can be reared for most of the winter.
A concern about putting Russian bees in cold storage is that unlike European bees commonly used in commercial beekeeping, brood rearing slows or completely stops in Russian colonies when there is no nectar flow [
29]. If brood rearing does not occur, unless nectar is being collected, the colony population can plummet when foraging resumes in the spring. To prevent colonies from becoming too small to recover from losses of overwintered bees, brood rearing needs to occur while bees are still confined in the hive. European colonies in cold storage can start rearing brood in mid- to late January [
30]. If Russian bees do not rear brood in cold storage, colonies will decline and be smaller with fewer foragers than European colonies during almond pollination [
31].
In this study, we explored two factors that could influence the decision to overwinter Russian bees in cold storage. The first was comparing colony survival after overwintering and almond bloom and the percentage of colonies that could be rented for almond pollination between Russian bees and European genetic lines previously used in cold storage overwintering experiments [
30]. We chose to extend the study beyond overwintering and into almond pollination because more than one million colonies are moved into almond orchards in California for pollination each year. We also examined fat body metrics in unselected and Russian bees before and after cold storage, as they provide evidence for the shift from summer to winter bees that is essential for successful overwintering in cold storage [
30,
32,
33]. The second factor in this study was comparing costs and colony survival and size between Russian colonies overwintered in either cold storage or outdoor apiaries in the southern U.S. If Russian colonies could be successfully overwintered in cold storage at costs lower than or comparable to outdoor apiaries, it would provide beekeepers with management options that might mitigate the effects of climate change on colony losses.
2. Materials and Methods
2.1. Overview of the Study
Colonies were headed by either queens of European genetic lines (i.e., queen lines) open-mated from Integri Bees/Harvest Honey, INC., Danbury, TX, USA (29.212312, −95.343355), or Russian queen lines from a certified Russian queen breeder (Coy Bee Company, Wiggins, MS, USA). European queen lines (hereafter referred to as unselected bees (UNSEL)) were sourced from three apiaries in Baldwin, ND, USA (47.070751, −100.796117). Baldwin is in central North Dakota and has a continental climate, with average temperatures between 8 °C (average low) and 22 °C (average high) at the start of the study in September and 0.5 °C and 13 °C in October. Colonies headed by Russian queen lines (RUS) were sourced from two apiaries in Hebron, ND (46.867079, −101.937705). Hebron is 125 km southwest of Baldwin and has a similar climate. Average September temperatures are between 6° and 22 °C, and average October temperatures between 13° and −1 °C.
Between 31 August and 1 September, RUS colonies from two apiary sites (n = 299) were measured for colony size (combs of bees and brood) and mites per 100 bees. UNSEL colonies (n = 158 colonies) were measured and sampled for mites from 5 to 7 September. Of these, 80 colonies of either UNSEL or RUS were chosen for overwintering in cold storage because they fit our criteria of >10 combs with adult bees, and <1 mite per 100 bees. Smaller colonies or those with higher mite numbers were not used in the study as these factors affect colony size and survival during and after cold storage [
11,
27]. A second group of 80 colonies headed by RUS that fit the colony size and mites per 100 bee criteria were selected to overwinter outdoors in apiaries in Wiggins, MS, USA (30.726688, −88.991526) (RUSms) (
Figure 1). Wiggins is located 59.5 km from the Gulf of Mexico and has a sub-tropical climate. The average low and high temperatures in November are 7° and 22 °C, in December are 4° and 18 °C, and in January are 2° and 16 °C. Forage available to bees included
Solidago spp.,
Aster spp., and
Baccharis halmifolia in October and November, and
Alnus serrulata,
Acer rubrum,
Lamium spp., and
Ulmus spp. in January. Brood rearing can occur throughout the winter.
Following initial measurements in September, RUS and UNSEL were measured again during the first week of October prior to moving hives into a refrigerated cold storage facility for overwintering (Bee Storages of Idaho LLC., Filer, ID, USA) (pre-cold storage measurement). Colonies were sampled for mites per 100 bees and Nosema spp. levels at the time of the measurements as these parasites can affect overwintering survival. While in the facilities, colonies were kept in darkness at an average temperature of 5.6 °C maintained by refrigeration. Air exchange between the facility and the outdoors was used to keep CO2 levels to <10,000 ppm, and relative humidity <50% due to the dry air in Idaho. Prior to being moved to cold storage, RUS and UNSEL colonies were fed sugar syrup and pollen patties (UNSEL—Global 4% pollen patties (Global Patties, Airdrie, AB, Canada); RUS—Nutra-Bee (Nutra-Bee, St. Catharines, ON, Canada)) and treated with amitraz to control Varroa. Samples of bees for the analysis of fat body metrics were taken from the center combs in the hive during the pre-cold storage measurements (hereafter referred to as pre-cold storage samples). Due to the time and expense of analyzing fat body samples, a subsample of 30 colonies per queen line was taken. A second set of bee samples was taken from RUS and UNSEL (n = 80 colonies of each) to estimate Nosema spp. spores. Bee samples for Nosema analyses were taken from honey frames. Colony measurements and sampling for fat body analysis were repeated using the same colonies as the pre-cold storage samples after hives were removed from cold storage and placed in almond orchards for pollination during the last week of January (post-cold storage samples). Pre- and post-cold storage samples were packed in dry ice, shipped to the USDA-ARS, Tucson, AZ, USA, and stored at −80 °C until analysis. A final colony measurement was taken after almond bloom.
2.2. Estimating Colony Size
Combs of adult bees and sealed and unsealed brood were measured on Langstroth deep frames (comb dimensions: 48.3 × 2.7 × 23.2 cm). Bees and brood (open and sealed) were measured in 80 colonies each of RUS and UNSEL using methods adapted from [
34]. Combs were divided into one-tenth sections, and the number covered with bees or brood on both sides of a comb was summed. Measurements from all combs were totaled to estimate combs of bees and brood in a colony. During pre-cold storage measurement in October, colonies comprised two deep Langstroth hive boxes. Temperatures were below 10 °C, so the one-tenth of the comb area method for comb evaluations was not used. Instead, adult populations were measured with the California almond pollination method [
35], where 75% of a Langstroth deep comb covered in adult bees is counted as a comb of bees. Brood data are not included in the October measurements as the colonies had stopped rearing brood. For estimates of adult bee populations, the top hive body was tilted forward on the pallet and frames with at least 75% bee coverage on the top and bottom of the comb were counted as a comb of bees. In the lower hive body, adult populations were estimated from adult bees covering the top of the combs. When the cluster was small and not visible from the bottom of the lower hive body and the top of the upper hive body, the two hive bodies were split apart and combs were removed to provide an accurate count. Combs with bees were totaled for the colony as an estimate of colony size. Hereafter, measurements of adult populations made using the California method are referred to as ‘combs with bees’. Combs of bees and brood were estimated after overwintering when hives were moved to almond orchards and again after almond bloom using the one-tenth of the comb area count method described above. Areas with sealed brood after cold storage were also recorded as they can be used to approximate when brood rearing began.
2.3. Estimating Mite Populations
Samples of adult workers were taken between 31 August and 7 September 2022 to estimate Varroa infestations. The measurements were used to select colonies for inclusion in the study. UNSEL colonies had been treated with amitraz formulations by the beekeeper throughout the summer and late September. RUS colonies were treated with amitraz formulations only in late September. Between 2 and 6 October 2022, UNSEL and RUS colonies selected to be in the study were sampled again for mites. RUS and UNSEL hives were transported and placed into cold storage for overwintering during the second week of October. During both sampling times, approximately 300 workers per colony were brushed from brood comb into jars containing 50 mL of 70% ethanol [
36]. Samples were refrigerated until analyzed. Mites were counted by vigorously shaking the sample jars, and pouring the bees and alcohol into a strainer positioned over a pan. The mites that went through the strainer and into the pan were counted. Bees in the strainer were also examined for mites. All the bees in the sample were counted to estimate mites per 100 bees [
36].
2.4. Estimating Nosema Spores per Bee
Nosema samples were processed using methods described in [
30]. Briefly, 20 bees per RUS and UNSEL colony were placed in a 50 mL test tube with 20 mL of ultra-pure water and homogenized with a Brinkmann Polytron Kinematica Generator PT-DA 2120/2 WEC (Kinematica AG 6102 Malters Switzerland) for 5 s. The homogenizer was rinsed twice using a 500 mL flask with distilled water. Samples were allowed to equilibrate for 30–60 s. The supernatant was carefully removed from the center (clear area) of the sample in the test tube and placed into a 1.5 mL Eppendorf tube. The sample was kept at −20 °C until Nosema spores were estimated.
Spores per colony were estimated by transferring a 15 µL sample of supernatant to a Bright-Line hemocytometer (Hausser Scientific, Horsham, PA, USA). Spores were counted using a compound microscope (Leica CME, Buffalo, NY, USA) at 400× with phase-contrast lighting. Nosema spores were counted in 16 small squares within 5 larger squares. The final spore count was calculated by multiplying the hemocytometer counts by 50,000 [
37].
2.5. Fat Body Analysis
Fat body metrics were measured using protocols described in [
30]. Briefly, 10 worker bees from RUS and UNSEL colonies (n = 30 colonies per queen line) were placed onto a block of dry ice, and their abdomens were removed and placed ventral side up into a waxed Petri dish. The entire gut was removed, and the remaining abdominal carcass with the fat body attached was rinsed to remove the remaining gut contents and blotted dry. Ten abdomens and three chrome beads (3.2 mm) were placed in a pre-weighed reinforced polypropylene 2 mL vial (XXTuff Microvials, Bio Spec Products catalog number 330TX, Bio Spec Products, Bartlesville, OK, USA). Samples were placed into a −20 °C freezer until further processing.
Fat body weight was estimated by drying the samples in a Fisher Scientific Iso Temp oven (Thermo Fisher Scientific, Waltham, MA, USA) at 60 °C (four days). Samples were removed, and a new previously weighed lid for the vial was immediately applied. The preliminary weight of the vial with beads was subtracted from the dry weight of the vial, beads, and dried abdomens to determine the dry weight of 10 abdominal carcasses. Samples were placed into a −20 °C freezer until they were processed for protein and lipid concentrations.
Prior to protein and lipid analyses, 1 mL of PBS was added to each sample vial. The sample was homogenized with a Bio Spec Mini-Beadbeater 96 (Bio Spec Products, Distributor Cole Parmer, Vernon Hills, IL, USA) for 60 s. Samples were centrifuged (Eppendorf Centrifuge 5424, Hamburg, Germany) at 15,000 rpm for 6 min. Without disturbing the pellet, 100 µL of the supernatant was removed from the vial, just below the top layer of lipids, and placed into a vial with 900 µL of PBS with 0.8% Halt EDTA-free Protease Inhibitor Cocktail (#78437, Thermo Scientific, Rockford, IL, USA). The sample was frozen until it was processed for protein. The remaining sample was frozen until lipid analysis.
Fat body protein was analyzed with a BCA Protein Assay kit (Thermo Scientific product 23225, Waltham, MA, USA) using methods described in [
30] and manufacturer instructions. Samples were analyzed in triplicate and read in a BioTek Synergy HT Microplate reader (BioTek Instruments, Winooski, VT, USA) at a wavelength of 562 nm. The absorbance values of blank wells were subtracted from each standard and sample. A second-order polynomial equation was derived from the standards and used to estimate protein concentration in the fat body samples (µg/µL). Fat bodies had protein concentrations that exceeded the range of the equation derived from the standards, so the fat bodies were plated at a 3% solution. Protein in fat body samples was estimated using the absorbance and standard equation and then corrected for the sample dilution made prior to analysis.
Lipid analysis was conducted using methods described in [
30]. Sample vials were vortexed and poured into Fisher Brand 10 mL disposable 13 × 100 mm culture vials (Thermo Fisher Scientific, Waltham, MA, USA). The sample was vortexed and a 2:1 mixture of chloroform–methanol (1 mL) was added to the culture vial along with 210 µL of 0.25% KCI. The mixture was vortexed and centrifuged at 2000 rpm for 15 min (Thermo Scientific Sorvall ST 16 centrifuge, Thermo Fisher, Waltham, MA, USA). The bottom chloroform layer was removed and placed into a new a 2 mL glass screw cap vial (Sun Sri Part # 500 306, Sun SRI, Rockwood, TN, USA), and the process was repeated. Serial dilutions of corn oil dissolved in chloroform were prepared (300, 150, 75, 37.5, 18.75, 9.4, 4.7, and 0 µg/µL) to construct a standard equation for lipid concentrations. The negative control consisted of 100 µL of chloroform. Samples, standards, and the negative control were dried to completion for approximately 1.5 h (Savant SPD 2010 Speedvac Concentrator, Thermo Fisher Scientific, Waltham, MA, USA). Dried samples were reacted with 182 µL of concentrated sulfuric acid at 100 °C for 15 min (Heating block Model HP30A, Torrey Pines Scientific, Carlsbad, CA, USA) and 1478 µL of vanillin–phosphoric acid for 15 min in the dark at room temperature. Each of the negative controls, standards, and samples (100 µL) was plated in triplicate and read using a spectrophotometer at 525 nm (Agilent BioTek Synergy HT, Santa Clara, CA, USA). The average absorbance value for the negative control was subtracted from each standard and sample. A linear equation of the standards was derived to infer the µg/µL of lipid per sample.
2.6. Statistical Analysis
All statistical analyses were conducted using Minitab-22.1.0 (Minitab, LLC, State College, PA, USA) and JMP-18.0 (SAS Institute, Cary, NC, USA) statistical software packages. All averages are ± standard error. All comparisons of proportions were made using Fisher’s exact tests. All pairwise comparisons of means were made using Student’s t-tests. Nosema spore counts were log10-transformed prior to all analyses. The average mites per 100 bees in RUS and UNSEL from pre- and post-cold storage samples was compared using analysis of variance with queen line and sample time as factors in the general linear model. Comparisons of colony sizes pre- and post-cold storage and after almond bloom were made using repeated measures analysis of variance with queen line and sample time as factors in the general linear model. Proportional changes between pre- and post-cold storage combs of brood were compared between RUS and UNSEL using a Student’s t-test. Relationships between pre-cold storage combs with bees and combs of brood after cold storage (all brood and sealed brood) were evaluated for each queen line using linear regression. Linear regression was also used to test for relationships between the amount of brood reared while colonies were in cold storage and pre-cold storage colony size. Slopes and y-intercepts were compared between queen lines using t-tests.
Comparisons of combs of bees and brood after cold storage and almond bloom were made between RUS overwintered either in cold storage or in outdoor apiaries using analysis of variance, with the sample time and overwintering method as factors in the general linear model.
Comparisons between RUS and UNSEL pre- and post-cold storage fat body weight and protein and lipid concentrations were made using analysis of variance with queen line and sample time as factors in the general linear model. Comparisons of proportional changes in fat body metrics between RUS and UNSEL during the pre- and post-cold storage interval were made using t-tests. We tested for relationships between changes in fat body weight and protein and lipid concentrations before and after cold storage using linear regression. In a separate analysis using linear regression, we tested for relationships between brood reared in cold storage and proportional changes in fat body weight and protein and lipid concentrations.
4. Discussion
Comparisons between RUS and UNSEL indicated no differences in colony survival and size after cold storage overwintering. Similar percentages of RUS and UNSEL were large enough to rent for almond pollination (i.e., >6 combs of bees) and were alive after almond bloom. Fat body metrics prior to cold storage differed between RUS and UNSEL, with RUS having higher lipid but lower protein concentrations than UNSEL. Fat body metrics changed while colonies were in cold storage; weight and protein concentrations increased, and lipid concentrations decreased. The decrease in lipid concentration was positively correlated with the amount of brood reared while colonies were in cold storage. A cost analysis comparing expenditures for overwintering RUS colonies in either cold storage or outdoor apiaries indicated lower costs for colonies overwintered in cold storage. Though there were no statistical differences between cold storage and outdoor overwintering in the percentages of colonies that survived and could be rented for almond pollination, the cost analysis showed greater profit margins for overwintering in cold storage.
Colonies lost about four combs of bees while in cold storage, even though pre-cold storage samples indicated Varroa levels and Nosema spore numbers that were below the threshold that affects colony survival [
38]. The stress of moving colonies to cold storage facilities and then to almond orchards along with the natural attrition of overwintering populations might account for some of the reductions in colony populations. Bees might have also been lost to drifting or the mortality of older bees after colonies were opened in the almond orchards. The causes for bee losses are speculative, however, since our post-cold storage measurements were taken after bees had been flying for several days. Still, estimating post-cold storage colony sizes several days after hives are placed in orchards is similar to when hive inspectors grade colonies for almond pollination. Losses of adult bees, even in colonies that have low Nosema and mite levels, underscore the importance of choosing only colonies with more than 12 combs with bees to overwinter in cold storage. If these colonies lose four or more combs with bees, there is still a good chance that they will meet the six-comb minimum for almond pollination rental.
RUS colonies averaged 12 combs of bees when put in cold storage, and UNSEL averaged 15. When colonies were removed from cold storage in January, RUS colonies were similar in size to UNSEL colonies, suggesting that fewer RUS bees were lost during overwintering. A study comparing the longevity of RUS and European bees in cages exposed to temperatures that cause clustering showed that RUS lived an average of 8 days longer than European bees [
39]. The greater longevity of RUS compared with UNSEL while in a cluster could explain our results and suggests that more RUS than UNSEL colonies of comparable size when put into cold storage could be available for pollination rental. In our study, about 11% more RUS colonies were available for pollination rental than UNSEL.
There was a concern about putting RUS in cold storage that centered on the tendency of RUS to stop rearing brood when foragers are not bringing nectar into the hive [
29]. Without some brood being reared in cold storage, colonies could decline for the entire 3–4 weeks that they pollinate almonds. We found that despite being confined in the hive without incoming resources, RUS reared brood while in cold storage. UNSEL had more sealed brood after cold storage than RUS, indicating that UNSEL may have begun rearing brood sooner. Still, the brood reared in cold storage emerged and replaced adult bees that were being lost to foraging. Instead of declining, RUS and UNSEL colony sizes increased slightly during almond bloom.
As in a previous study [
30], measurements of fat body metrics before and after overwintering in cold storage revealed a shuttling of nutrients into the fat body (protein) and out of it, possibly into brood (lipid). The increase in protein concentration may have contributed to the weight gain of the fat body during cold storage. However, the source of protein that was transferred is not known. If bees were consuming stored pollen while in a cluster, it would account for the higher protein concentrations, but lipid concentrations also should have increased, but they declined. Another possibility is that protein might have been transferred to the fat body from other tissues such as the hypopharyngeal glands. These glands begin protein synthesis in the winter when brood rearing resumes [
40]. Whether some of the protein is shuttled to the fat body and stored there requires further study. Unlike protein, lipid concentrations decreased during cold storage. Lipids may have been transferred to the hypopharyngeal glands and used in brood rearing since decreases in fat body lipid concentrations were correlated with the amount of brood reared in cold storage. Additional studies are needed to test these possibilities.
Though RUS and UNSEL showed similar trends in fat body metrics while in cold storage, prior to cold storage, RUS had higher lipid concentrations than UNSEL. The differences might be related to the time when RUS stopped rearing brood in relation to UNSEL. RUS and UNSEL colony sizes were similar in September. By October, RUS had 2.9 fewer combs of bees than UNSEL. Colony growth stops when brood rearing ends, and if flight weather continues, colony populations can decline. If brood rearing stopped sooner in RUS than UNSEL, RUS colonies would have been smaller in October but may have had more nutrients, particularly lipids, stored in the fat body. Previous research reported higher fat body lipid concentrations in workers from colonies that stopped rearing brood in the fall compared with those still rearing brood [
30,
40]. If RUS bees stop rearing brood before UNSEL, RUS might be able to be put into cold storage earlier, thus reducing the chances of mite migration and extended periods of foraging by workers. Additional studies need to be conducted to test this possibility.
If new management strategies to increase overwintering colony survival are to be adopted, they must be cost-effective. Under the conditions in our study, costs associated with overwintering colonies in cold storage were lower compared with standard overwintering in apiaries in locations with warm winters. Though the results are encouraging regarding reducing overwintering losses, additional information to improve management recommendations is needed. For example, geographic boundaries for the formation of winter bees and the time at which colonies can be put into cold storage need to be determined. The boundaries and timing will shift yearly depending on temperatures, which will become ever more mercurial in the fall due to climate change.