New publication reveals gray whale habitat use patterns over three decades in the Northern California Current

By Dr. Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

The EMERALD project (Examining Marine mammal Ecology through Regional Assessment of Long-term Data) has reached a milestone with a recent publication detailing our findings on long-term gray whale distribution, abundance, and habitat use patterns (Barlow et al. 2024). The study is made possible by an incredible dataset. Every May-July since 1992, a team of observers surveyed the coastline between the Columbia River at the border between Oregon and Washington and San Francisco Bay, California for marbled murrelets, a seabird species of conservation concern. They drive a small vessel along pre-determined tracklines, and record observations of seabirds and marine mammals—not just marbled murrelets—and fortunately for us, that means there is a record of annual gray whale distribution and abundance patterns that spans over three decades.

The Crescent Coastal Research team collecting survey data. We are incredibly grateful to Craig Strong and the many folks who collected these valuable observations over the years!

We analyzed these valuable data using density surface modeling to better understand what drives gray whale distribution and abundance, what their habitat preferences are, and whether and how these occurrence patterns have changed over time. I am excited to share a few of our findings here!

Long-term, stable hotspots

The survey data revealed three main areas with consistently high gray whale density: the central Oregon Coast off Newport, Cape Blanco off Oregon’s south coast, and the mouth of the Klamath River in northern California. Despite fluctuations in how many whales were observed over the years, these areas have remained predicable hotspots for gray whales during their summer feeding season.

(A) Mean gray whale encounter rate (whales/kilometers surveyed) summarized by year, across all latitudes. (B) Mean gray whale encounter rate summarized by 1° latitude bin, across all years. White indicates times and locations with no survey effort. (C) Mean gray whale encounter rate summarized by year and 1° latitude bin. (D) Map of the study area, with region boundaries shown by the dashed lines, and major placenames denoted. Figure and caption reproduced from Barlow et al. 2024.

Key regional differences

Major features like prominent capes divide the California Current into different regions with distinct oceanographic characteristics. We found that gray whales showed different habitat preferences in the different regions. In the northern part of our study area between the Columbia River and Cape Blanco, we found that rocky bottom substrate was strongly related to areas of higher gray whale abundance, despite being far less available than soft, sandy bottom habitat. In the region between Cape Blanco and Cape Mendocino, gray whales were more abundant in areas south of prominent capes and in closer proximity to river estuaries.

Coastal upwelling and relaxation are key

Coastal upwelling—the process by which winds in the spring and summer push surface water offshore that is then replaced by cold, nutrient-rich water that is brought into the sunlight and drives an abundance of marine life—is a critically important influence in the oceanography, ecology, and biodiversity of our study region. But relaxation of those upwelling winds is also important for coastal species, as relaxation events allow the upwelled nutrients to be retained in the nearshore waters and enhance and aggregate local productivity and prey. We found that gray whale abundance was highest when there was a combination of both upwelling and relaxation events—a critical balance of “enough but not too much”—that seems to be optimal for gray whale feeding opportunities in nearshore waters.

You are what, where, and how you eat

Gray whales are incredibly flexible predators and have a wide range of prey items they are known to feed on. We found that throughout our study range, gray whales have different habitat preferences. As they spend their summers here to feed, these habitat preferences are linked to their foraging preferences. Off the central Oregon Coast, gray whales are known to feed on zooplankton that aggregate around rocky reefs and kelp forests (Hildebrand et al. 2022, 2024).

A gray whale surfaces in a patch of kelp, foraging around a rocky reef. UAS image credit: GEMM Lab.

Further south, in the region between Cape Blanco and Cape Mendocino that encompassed the long-term hotspot of gray whale sightings off the Klamath River, our models revealed different habitat preferences. In the soft-bottom habitat off the Klamath River, gray whales are known to do more benthic feeding, whereby they scoop up the seafloor and filter out the invertebrates in the sediment such as amphipods and cumaceans (Mallonée 1991, Jenkinson 2001).

A gray whale surfaces with a mouth full of muddy sediment, filtering out the invertebrate prey. UAS image credit: GEMM Lab.

These differences in regional habitat preferences and preferred prey likely relate to larger-scale phenomena as well. Indeed, when we looked at how gray whale abundance in different regions related to widespread warm or cool phases in the North Pacific Ocean, the responses differed by region. This aspect of the study indicates that what gray whales eat and where they forage influences how they respond to shifting environmental conditions and prey availability.

Conservation of an iconic nearshore predator

The unique mosaic of habitat characteristics throughout the Northern California Current summer feeding range of gray whales provides them the opportunity to gain the energetic stores they need to survive, reproduce, and migrate. Thus, the reliability of these resources has led them to return to these stable foraging hotspots year after year. Under climate change, one potential impact on upwelling systems is shifts in the intensity and location of upwelling (Bograd et al. 2023); in the Northern California Current, this could mean reduced relaxation events that we found are crucial for gray whales feeding in this habitat. Furthermore, these whales overlap with human activities such as vessel disturbance, entanglement and vessel strike risk, and ocean noise throughout the foraging season, and have to bear the consequences of these anthropogenic stressors (Sullivan & Torres 2018, Lemos et al. 2022, Pirotta et al. 2023) as they also navigate changing environmental conditions. Our study highlights the value of long-term monitoring to better understand present ecological patterns in the context of the past, which can be used to inform conservation management decisions for the future.

For more details, we invite you to read the full, open access publication here: https://www.nature.com/articles/s41598-024-59552-z

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References

Barlow DR, Strong CS, Torres LG (2024) Three decades of nearshore surveys reveal long-term patterns in gray whale habitat use, distribution, and abundance in the Northern California Current. Sci Rep 14:9352.

Bograd SJ, Jacox MG, Hazen EL, Lovecchio E, Montes I, Pozo Buil M, Shannon LJ, Sydeman WJ, Rykaczewski RR (2023) Climate Change Impacts on Eastern Boundary Upwelling Systems. Ann Rev Mar Sci 15:1–26.

Hildebrand L, Derville S, Hildebrand I, Torres LG (2024) Exploring indirect effects of a classic trophic cascade between urchins and kelp on zooplankton and whales. Sci Rep 14.

Hildebrand L, Sullivan FA, Orben RA, Derville S, Torres LG (2022) Trade-offs in prey quantity and quality in gray whale foraging. Mar Ecol Prog Ser 695:189–201.

Jenkinson RS (2001) Gray whale (Eschrichtius robustus) prey availability and feeding ecology in Northern California, 1999-2000. Humboldt State University

Lemos L, Haxel J, Olsen A, Burnett JD, Smith A, Chandler TE, Nieukirk SL, Larson SE, Hunt KE, Torres LG (2022) Effects of vessel traffic and ocean noise on gray whale stress hormones. Sci Rep 12:1–13.

Mallonée JS (1991) Behaviour of gray whales (Eschrichtius robustus) summering off the northern California coast, from Patrick’s Point to Crescent City. Can J Zool 69:681–690.

Pirotta E, Fernandez Ajó A, Bierlich KC, Bird CN, Buck CL, Haver SM, Haxel JH, Hildebrand L, Hunt KE, Lemos LS, New L, Torres LG (2023) Assessing variation in faecal glucocorticoid concentrations in gray whales exposed to anthropogenic stressors. Conserv Physiol 11:coad082.

Sullivan FA, Torres LG (2018) Assessment of vessel disturbance to gray whales to inform sustainable ecotourism. J Wildl Manage 82:896–905.

A MOSAIC of species, datasets, tools, and collaborators

By Dr. Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Imagine you are 50 nautical miles from shore, perched on the observation platform of a research vessel. The ocean is blue, calm, and seems—for all intents and purposes—empty. No birds fly overhead, nothing disturbs the rolling swells except the occasional whitecap from a light breeze. The view through your binoculars is excellent, and in the distance, you spot a disturbance at the surface of the water. As the ship gets closer, you see splashing, and a flurry of activity emerges as a large group of dolphins leap and dive, likely chasing a school of fish. They swim along with the ship, riding the bow-wave in a brief break from their activity. Birds circle in the air above them and float on the water around them. Together with your team of observers, you rush to record the species, the number of animals, their distance to the ship, and their behavior. The research vessel carries along its pre-determined trackline, and the feeding frenzy of birds and dolphins fades off behind you as quickly as it came. You return to scanning the blue water.

Craig Hayslip and Dawn Barlow scan for marine mammals from the crow’s nest (elevated observation platform) of the R/V Pacific Storm.

The marine environment is highly dynamic, and resources in the ocean are notoriously patchy. One of our main objectives in marine ecology is to understand what drives these ephemeral hotspots of species diversity and biological activity. This objective is particularly important now as the oceans warm and shift. In the context of rapid global climate change, there is a push to establish alternatives to fossil fuels that can support society’s energy needs while minimizing the carbon emissions that are a root cause of climate change. One emergent option is offshore wind, which has become a hot topic on the West Coast of the United States in recent years. The technology has the potential to supply a clean energy source, but the infrastructure could have environmental and societal impacts of its own, depending on where it is placed, how it is implemented, and when it is operational.

Northern right whale dolphins leap into the air. Photo by Craig Hayslip.

Any development in the marine environment, including alternative energy such as offshore wind, should be undertaken using the best available scientific knowledge of the ecosystem where it will be implemented. The Marine Mammal Institute’s collaborative project, Marine Offshore Species Assessments to Inform Clean energy (MOSAIC), was designed for just this reason. As the name “MOSAIC” implies, it is all about using different tools to compile different datasets to establish crucial baseline information on where marine mammals and seabirds are distributed in Oregon and Northern California, a region of interest for wind energy development.

A MOSAIC of species

The waters of Oregon and Northern California are rich with life. Numerous cetaceans are found here, from the largest species to ever live, the blue whale, to one of the smallest cetaceans, the harbor porpoise, with many species filling in the size range in between: fin whales, humpback whales, sperm whales, killer whales, Risso’s dolphins, Pacific white-sided dolphins, northern right whale dolphins, and Dall’s porpoises, to name a few. Seabirds likewise rely on these productive waters, from the large, graceful albatrosses that feature in maritime legends, to charismatic tufted puffins, to the little Leach’s storm petrels that could fit in the palm of your hand yet cover vast distances at sea. From our data collection efforts so far, we have already documented 16 cetacean species and 64 seabird species.

A Laysan albatross glides over the water’s surface. Photo by Will Kennerley.

A MOSAIC of data and tools

Schematic of the different components of the MOSAIC project. Graphic created by Solene Derville.

Through the four-year MOSAIC project, we are undertaking two years of visual surveys and passive acoustic monitoring from Cape Mendocino to the mouth of the Columbia River on the border of Oregon and Washington and seaward to the continental slope. Six comprehensive surveys for cetaceans and seabirds are being conducted aboard the R/V Pacific Storm following a carefully chosen trackline to cover a variety of habitats, including areas of interest to wind energy developers.

These dedicated surveys are complemented by additional surveys conducted aboard NOAA research vessels during collaborative expeditions in the Northern California Current, and ongoing aerial surveys in partnership with the United States Coast Guard through the GEMM Lab’s OPAL project. Three bottom-mounted hydrophones were deployed in August 2022, and are recording cetacean vocalizations and the ambient soundscape, and these recordings will be complemented by acoustic data that is being collected continuously by the Oceans Observing Initiative. In addition to these methods to collect broad-scale species distribution information, concurrent efforts are being conducted via small boats to collect individual identification photographs of baleen whales and tissue biopsy samples for genetic analysis. Building on the legacy of satellite tracking here at the Marine Mammal Institute, the MOSAIC project is breathing new life into tag data from large whales to assess movement patterns over many years and determine the amount of time spent within our study area.

A curious fin whale approaches the R/V Pacific Storm during one of the visual surveys. Photo by Craig Hayslip.
Survey tracklines extending between the Columbia River and Cape Mendocino, designed for the MOSAIC visual surveys aboard the R/V Pacific Storm.

The resulting species occurrence data from visual surveys and acoustic monitoring will be integrated to develop Species Distribution Models for the many different species in our study region. Identification photographs of individual baleen whales, DNA profiles from whale biopsy samples, and data from satellite-tagged whales will provide detailed insight into whale population structure, behavior, and site fidelity (i.e., how long they typically stay in a given area), which will add important context to the distribution data we collect through the visual surveys and acoustic monitoring. The models will be implemented to produce maps of predicted species occurrence patterns, describing when and where we expect different cetaceans and seabirds to be under different environmental conditions.

With five visual surveys down, the MOSAIC team is gearing up for one final survey this month. The hydrophones will be retrieved this summer. Then, with data in-hand, the team will dive deep into analysis.

A MOSAIC of collaborators

The MOSAIC-4 team waves from the crow’s nest (observation platform) of the R/V Pacific Storm. Photo by Craig Hayslip.

The collaborative MOSAIC team brings together a diverse set of tools. The depth of expertise here at the Marine Mammal Institute spans a broad range of disciplines, well-positioned to provide robust scientific knowledge needed to inform alternative energy development in Oregon and Northern California waters.  

I have had the pleasure of participating in three of the six surveys aboard the R/V Pacific Storm, including leading one as Chief Scientist, and have collected visual survey data aboard NOAA Ship Bell M. Shimada and from United States Coast Guard helicopters over the years that will be incorporated in the MOSAIC of datasets for the project. This ecosystem is one that I feel deeply connected to from time spent in the field. Now, I am thrilled to dive into the analysis, and will lead the modeling of the visual survey data and the integration of the different components to produce species distribution maps for cetaceans and seabirds our study region.

This project is funded by the United States Department of Energy. The Principal Investigator is the Institute’s Director Dr. Lisa Ballance, and Co-Principal Investigators include Scott Baker, Barbara Lagerquist, Rachael Orben, Daniel Palacios, Kate Stafford, and Leigh Torres of the Marine Mammal Institute; John Calambokidis of the Cascadia Research Collective; and Elizabeth Becker of ManTech International Corp. For more information, please visit the project website, and stay tuned for updates as we enter the analysis phase.

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Learning from the unexpected: the first field season of the SAPPHIRE project

By Dr. Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

The SAPPHIRE project’s inaugural 2024 field season has officially wrapped up, and the team is back on shore after an unexpected but ultimately fruitful research cruise. The project aims to understand the impacts of climate change on blue whales and krill, by investigating their health under variable environmental conditions. In order to assess their health, however, a crucial first step is required: finding krill, and finding whales. The South Taranaki Bight (STB) is a known foraging ground where blue whales typically feed on krill found in the cool and productive upwelled waters. This year, however, both krill and blue whales were notoriously absent from the STB, leaving us puzzled as we compulsively searched the region in between periods of unworkable weather (including an aerial survey one afternoon).

A map of our survey effort during the 2024 field season. Gray lines represent our visual survey tracklines, with the aerial survey shown in the dashed line. Red points show blue whale sighting locations. Purple stars are the deployment locations of two hydrophones, which will record over the next year.

The tables felt like they were turning when we finally found a blue whale off the west coast of the South Island, and were able to successfully fly the drone to collect body condition information, and collect a fecal sample for genetic and hormone analysis. Then, we returned to the same pattern. Days of waiting for a weather window in between fierce winds, alternating with days of searching and searching, with no blue whales or krill to be found. Photogrammetry measurements of our drone data over the one blue whale we found determined it to be quite small (only ~17 m) and in poor body condition. The only krill we were able to find and collect were small and sparsely mixed in to a massive gelatinous swarm of salps. Where were the whales? Where was their prey?

Above: KC Bierlich and Dawn Barlow search for blue whales. Below: salps swarm beneath the surface.

Then, a turn of events. A news story with the headline “Acres of krill washing up on the coastline” made its way to our inboxes and news feeds. The location? Kaikoura. On the other side of the Cook Strait, along the east coast of the South Island. With good survey coverage in the STB resulting in essentially no appearances of our study species, this report of krill presence along with a workable weather forecast in the Kaikoura area had our attention. In a flurry of quick decision-making (Leigh to Captain: “Can we physically get there?” Captain to Leigh: “Yes, we can.” Leigh to Captain: “Let’s go.”), we turned the vessel around and surfed the swells to the southeast at high speed.

The team in action aboard the R/V Star Keys, our home for the duration of the three-week survey.

Twelve hours later we arrived at dusk and anchored off the small town of Kaikoura, with plans to conduct a net tow for krill before dawn the next morning. But the krill came to us! In the wee hours of the morning, the research vessel was surrounded by swarming krill. The dense aggregation made the water appear soup-like, and attracted a school of hungry barracuda. These abundant krill were just what was needed to run respiration experiments on the deck, and to collect samples to analyze their calories, proteins, and lipids back in the lab.

Left: An illuminated swarm of krill just below the surface. Right: A blue whale comes up for air with an extended buccal pouch, indicating a recent mouthful of krill. Drone piloted by KC Bierlich.

With krill in the area, we were anxious to find their blue whale predators, too. Once we began our visual survey effort, we were alerted by local whale watchers of a blue whale sighting. We headed straight to this location and got to work. The day that followed featured another round of krill experiments, and a few more blue whale sightings. Predator and prey were both present, a stark contrast to our experience in the previous weeks within the STB and along the west coast of the South Island. The science team and crew of the R/V Star Keys fell right into gear, carefully maneuvering around these ocean giants to collect identification photos, drone flights, and fecal samples, finding our rhythm in what we came here to do. We are deeply grateful to the regional managers, local Iwi representatives, researchers, and tourism operators that supported making our time in Kaikoura so fruitful, on just a moment’s notice.

The SAPPHIRE 2024 field team on a day of successful blue whale sightings. Clockwise, starting top left: Dawn Barlow and Leigh Torres following a sunset blue whale sighting, Mike Ogle in position for biopsy sample collection, Kim Bernard collecting blue whale dive times, KC Bierlich collecting identification photos.

What does it all mean? It’s hard to say right now, but time and data analysis will hopefully tell. While this field season was certainly unexpected, it was valuable in many ways. Our experiences this year emphasize the pay-off of being adaptable in the field to maximize time, money, and data collection efforts (during our three-week cruise we slept in 10 different ports or anchorages, did an aerial survey, and rapidly changed our planned study area). Oftentimes, the cases that initially “don’t make sense” are the ones that end up providing key insights into larger patterns. No doubt this was a challenging and at times frustrating field season, but it could also be the year that provides the greatest insights. After two more years of data collection, it will be fascinating to compare this year’s blue whale and krill data in the greater context of environmental variability.

A blue whale comes up for air. Photo by Dawn Barlow.

One thing is clear, the oceans are without question already experiencing the impacts of global climate change. This year solidified the importance of our research, emphasizing the need to understand how krill—a crucial marine prey item—and their predators are being affected by warming and shifting oceans.  

A blue whale at sunset, off Kaikoura. Photo by Leigh Torres.

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How big, how blue, how beautiful! Studying the impacts of climate change on big, (and beautiful) blue whales

Dr. KC Bierlich, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

The SAPPHIRE Project is in full swing, as we spend our days aboard the R/V Star Keys searching for krill and blue whales (Figure 1) in the South Taranaki Bight (STB) region of Aotearoa New Zealand. We are investigating how changing ocean conditions impact krill availability and quality, and how this in turn impacts blue whale behavior, health, and reproduction. Understanding the link between changing environmental conditions on prey species and predators is key to understanding the larger implications of climate change on ocean food webs and each populations’ resiliency. 

Figure 1. The SAPPHIRE team searching for blue whales. Top left) KC Bierlich, top right) Dawn Barlow, bottom left) Dawn Barlow, Kim Bernard (left to right), bottom right) KC Bierlich, Dawn Barlow, Leigh Torres, Mike Ogle (left to right).  

One of the many components of the SAPPHIRE Project is to understand how foraging success of blue whales is influenced by environmental variation (see this recent blog written by Dr. Dawn Barlow introducing each component of the project). When you cannot go to a grocery store or restaurant any time you are hungry, you must rely on stored energy from previous feeds to fuel energy needs. Body condition reflects an individual’s stored energy in the body as a result of feeding and thus represents the foraging success of an individual, which can then affect its potential for reproductive output and the individual’s overall health (see this previous blog). As discussed in a previous blog, drones serve as a valuable tool for obtaining morphological measurements of whales to estimate their body condition. We are using drones to collect aerial imagery of pygmy blue whales to obtain body condition measurements late in the foraging season between years 2024 and 2026 of the SAPPHIRE Project (Figure 2). We are quantifying body condition as Body Area Index (BAI), which is a relative measure standardized by the total length of the whale and well suited for comparing individuals and populations (Figure 3). 

The GEMM Lab recently published an article led by Dr. Dawn Barlow where we investigated the differences in BAI between three blue whale populations: Eastern North Pacific blue whales feeding in Monterey Bay, California; Chilean blue whales feeding in the Corcovado Gulf; and New Zealand Pygmy blue whales feeding in the STB (Barlow et al., 2023). These three populations are interesting to compare since blue whales that feed in Monterey Bay and Corcovado Gulf migrate to and from these seasonally productive feeding grounds, while the Pygmy blue whales stay in Aotearoa New Zealand year-round. Interestingly, the Pygmy blue whales had higher BAI (were fatter) compared to the other two regions despite relatively lower productivity in their foraging grounds. This difference in body condition may be due to different life history strategies where the non-migratory Pygmy blue whales may be able to feed as opportunities arrive, while the migratory strategies of the Eastern North Pacific and Chilean blue whales require good timing to access high abundant prey. Another interesting and unexpected result from our blue whale comparison was that Pygmy blue whales are not so “pygmy”; they are actually the same size as Eastern North Pacific and Chilean blue whales, with an average size around 22 m. Our findings from this blue whale comparison leads us to more questions about how environmental conditions that vary from year to year influence body condition and reproduction of these “not so pygmy” blue whales. 

Figure 2. An aerial image of a Pygmy blue whale in the South Taranaki Bight region of Aotearoa New Zealand collected during the SAPPHIRE 2024 field season using a DJI Inspire 2 drone. 
Figure 3. A drone image of a Pygmy blue whale and the length and body width measurements used to estimate Body Area Index (BAI), represented by the shaded blue region. Width measurements will also be used to help identify pregnant individuals.

The GEMM Lab has been studying this population of Pygmy blue whales in the STB since 2013 and found that years designated as a marine heatwave resulted with a reduction in blue whale feeding activity. Interestingly, breeding activity is also reduced during marine heatwaves in the following season when compared to the breeding season following a more productive, typical foraging season. These findings indicate that fluctuations in the environment, such as marine heatwaves, may affect not only foraging success, but also reproduction in Pygmy blue whales. 

To help us better understand reproductive patterns across years, we will use body width measurements from drone images paired with hormone concentrations collected from fecal and biopsy samples to identify pregnant individuals. Progesterone is a hormone secreted in the ovaries of mammals during the estrous cycle and gestation, making it the predominant hormone responsible for sustaining pregnancy. Recently, the GEMM Lab’s Dr. Alejandro Fernandez-Ajo wrote a blog discussing his publication identifying pregnant individual gray whales using drone-based body width measurements and progesterone concentrations from fecal samples (Fernandez et al., 2023). While individuals that were pregnant had higher levels of progesterone compared to when they were not pregnant, the body width at 50% of the body length served as a more reliable method for detecting pregnancy in gray whales. We will use similar methods to help identify pregnancy in Pygmy blue whales for the SAPPHIRE Project where will we examine body width measurement paired with progesterone concentrations collected from fecal and biopsy samples to identify pregnant individuals. We hope our work will help to better understand how climate change will influence Pygmy blue whale body condition and reproduction, and thus the overall health and resiliency of the population. Stay tuned! 

References

Barlow, D. R., Bierlich, K. C., Oestreich, W. K., Chiang, G., Durban, J. W., Goldbogen, J. A., Johnston, D. W., Leslie, M. S., Moore, M. J., Ryan, J. P., & Torres, L. G. (2023). Shaped by Their Environment: Variation in Blue Whale Morphology across Three Productive Coastal Ecosystems. Integrative Organismal Biology, 5(1). https://doi.org/10.1093/iob/obad039

Fernandez Ajó, A., Pirotta, E., Bierlich, K. C., Hildebrand, L., Bird, C. N., Hunt, K. E., Buck, C. L., New, L., Dillon, D., & Torres, L. G. (2023). Assessment of a non-invasive approach to pregnancy diagnosis in gray whales through drone-based photogrammetry and faecal hormone analysis. Royal Society Open Science10(7), 230452. https://doi.org/10.1098/rsos.230452

Phases and Feelings of the Scientific Journey

Leigh Torres, Associate Professor, PI of the GEMM Lab

There are many phases of a scientific journey, which generally follows a linear path (although I recognize that the process is certainly iterative at times to improve and refine). The scientific journey typically starts with an idea or question, bred from curiosity and passion. The journey hopefully ends with new knowledge, a useful application (e.g., tool or management outcome), and more questions in need of answers, providing a sense of success and pride. But along this path, there are many more phases, with many more emotions. As we begin the four-year SAPPHIRE project, I have already experienced a range of emotions, and I am certain more will come my way as I again wander through the many phases and feeling of science:

PHASEFEELINGS
Generation of idea or questionCuriosity, passion, wonder
Build the team and develop the funding proposalDrive, dreaming big, team management, belief in the importance of your proposed work
Notice of funding proposal successDisbelief, excitement, and pride, followed quickly by feeling daunted, and self-doubt about the ability to pull off what you said you would do.
*Prep for fieldwork/experiment/data collectionFrantic and overwhelmed by the need to remember all the details that make or break the research; lists, lists, lists; pressure to get organized and stay within your budget. Anticipation, exhaustion.
*Outreach/Engagement/CommunicationEagerness to share and connect; Pressure to build relationships and trust; make sure the research is meaningful and accessible to local communities
*Fieldwork/experiment/data collection/data analysisSigh of relief to be underway, accompanied by big pressure to achieve: gotta do what you said you would do.
Preparation of scientific publications and reportsExcitement for data synthesis: What will the results say? What are the answers to your burning questions? Were your hypotheses correct? With a good dose of apprehension of peer feedback and critical reviews.
Publications and reportsSatisfaction to see outputs and results from hard work being broadly disseminated.
Project end with final reportFeeling of great accomplishment, but now need to develop the next project and get the funding… the cycle continues.

*After months of intense preparation for our field research component of the SAPPHIRE project in Aotearoa New Zealand (permits, equipment purchasing, community engagement, gathering supplies, learning how to use new equipment, vessel contracting, overseas shipping, travel arrangements, vessel mobilization, oh the list goes on!), we have just stepped off the vessel after 3 full days collecting data. I have cycled through all these emotions many times, and now I feel both exhausted and elated. We are implementing our plan, and we now have data in-hand. Worry creeps in all the time: we need to do more, do better. But I also know that our team is excellent and with patience, blessings from the weather gods, and our continued hard work, we will succeed, learn, and share. As SAPPHIRE chargers ahead to understand the impacts of climate change on marine prey (krill) and predators (blue whales), I am ready for the continued mix of emotions that comes with science.

Photo montage of our awesome SAPPHIRE team in prep mode and during data collection in the South Taranaki Bight within Aotearoa New Zealand.

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Blue whales, krill, and climate change: introducing the SAPPHIRE project

By Dr. Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

The world is warming. Ocean ecosystems are experiencing significant and rapid impacts of climate change. However, the cascading effects on marine life are largely unknown. Thus, it is critical to understand how – not just if – environmental change impacts the availability and quality of key prey species in ocean food webs, and how these changes will impact marine predator health and population resilience. With these pressing knowledge gaps in mind, we are thrilled to launch a new project “Marine predator and prey response to climate change: Synthesis of Acoustics, Physiology, Prey, and Habitat in a Rapidly changing Environment (SAPPHIRE).”  We will examine how changing ocean conditions affect the availability and quality of krill, and thus impact blue whale behavior, health, and reproduction. This large-scale research effort is made possible with funding from the National Science Foundation.

The SAPPHIRE project takes place in the South Taranaki Bight (STB) region of Aotearoa New Zealand, and before diving into our new research plans, let’s reflect briefly on what we know so far about this study system based on our previous research. Our collaborative research team has studied blue whales in the STB since 2013 to document the population, understand their ecology and habitat use, and inform conservation management. We conducted boat-based surveys and used hydrophones to record the underwater soundscape, and found the following:

  • Blue whales in Aotearoa New Zealand are a unique population, genetically distinct from all other known populations in the Southern Hemisphere, with an estimated population size of 718 (95% CI = 279 – 1926).1
  • Blue whales reside in the STB region year-round, with feeding and breeding vocalizations detected nearly every day of the year.2,3
  • Wind-driven upwelling over Kahurangi shoals moves a plume of cold, nutrient-rich waters into the STB, supporting aggregations of krill, and thereby critical feeding opportunities for blue whales in spring and summer.4–6
  • We developed predictive models to forecast blue whale distribution up to three weeks in advance, providing managers with a real-time tool in the form of a desktop application to produce daily forecast maps for dynamic management.7
  • During marine heatwaves, blue whale feeding activity was substantially reduced in the STB. Interestingly, their breeding activity was also reduced in the following season when compared to the breeding season following a more productive, typical foraging season. This finding indicates that shifting environmental conditions, such as marine heatwaves and climate change, may have consequences to not just foraging success, but the population’s reproductive patterns.3
A blue whale comes up for air in the South Taranaki Bight. Photo by Leigh Torres.

Project goals

Building on this existing knowledge, we aim to gain understanding of the health impacts of environmental change on krill and blue whales, which can in turn inform management decisions. Over the next three years (2024-2026) we will use multidisciplinary methods to collect data in the field that will enable us to tackle these important but challenging goals. Our broad objectives are to:

  1. Assess variation in krill quality and availability relative to rising temperatures and different ocean conditions,
  2. Document how blue whale body condition and hormone profiles change relative to variable environmental and prey conditions,
  3. Understand how environmental conditions impact blue whale foraging and reproductive behavior, and
  4. Integrate these components to develop novel Species Health Models to predict predator and prey whale population response to rapid environmental change.

Kicking off fieldwork

This coming January, we will set sail aboard the R/V Star Keys and head out in search of blue whales and krill in the STB! Five of our team members will spend three weeks at sea, during which time we will conduct surveys for blue whale occurrence paired with active acoustic assessment of krill availability, fly Unoccupied Aircraft Systems (UAS; “drones”) over whales to determine body condition and potential pregnancy, collect tissue biopsy samples to quantify stress and reproductive hormone levels, deploy hydrophones to record rates of foraging and reproductive calls by blue whales, and conduct on-board controlled experiments on krill to assess their response to elevated temperature.

The team in action aboard the R/V Star Keys in February 2017. Photo by L. Torres.

The moving pieces are many as we work to obtain research permits, engage in important consultation with iwi (indigenous Māori groups), procure specialized scientific equipment, and make travel and shipping arrangements. The to-do lists seem to grow just as fast as we can check items off; such is the nature of coordinating an international, multidisciplinary field effort. But it will pay off when we are underway, and I can barely contain my excitement to back on the water with this research team.

Our team has not collected data in the STB since 2017. We know so much more now than we did when studies of this blue whale population were just beginning. For example, we are eager to put our blue whale forecast tool to use, which will hopefully enable us to direct survey effort toward areas of higher blue whale density to maximize data collection. We are keen to see what new insights we gain, and what new questions and challenges arise.

Research team

The SAPPHIRE project will only be possible with the expertise and coordination of the many members of our collaborative group. We are all thrilled to begin this research journey together, and eager to share what we learn.

Principal Investigators:

Research partners and key collaborators:

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References:

1.          Barlow DR, Torres LG, Hodge KB, Steel D, Baker CS, Chandler TE, Bott N, Constantine R, Double MC, Gill P, Glasgow D, Hamner RM, Lilley C, Ogle M, Olson PA, Peters C, Stockin KA, Tessaglia-Hymes CT, Klinck H. Documentation of a New Zealand blue whale population based on multiple lines of evidence. Endanger Species Res. 2018;36:27–40.

2.          Barlow DR, Klinck H, Ponirakis D, Holt Colberg M, Torres LG. Temporal occurrence of three blue whale populations in New Zealand waters from passive acoustic monitoring. J Mammal. 2022;

3.          Barlow DR, Klinck H, Ponirakis D, Branch TA, Torres LG. Environmental conditions and marine heatwaves influence blue whale foraging and reproductive effort. Ecol Evol. 2023;13:e9770.

4.          Barlow DR, Klinck H, Ponirakis D, Garvey C, Torres LG. Temporal and spatial lags between wind, coastal upwelling, and blue whale occurrence. Sci Rep. 2021;11(6915):1–10.

5.          Barlow DR, Bernard KS, Escobar-Flores P, Palacios DM, Torres LG. Links in the trophic chain: Modeling functional relationships between in situ oceanography, krill, and blue whale distribution under different oceanographic regimes. Mar Ecol Prog Ser. 2020;642:207–25.

6.          Torres LG, Barlow DR, Chandler TE, Burnett JD. Insight into the kinematics of blue whale surface foraging through drone observations and prey data. PeerJ. 2020;8:e8906.

7.          Barlow DR, Torres LG. Planning ahead: Dynamic models forecast blue whale distribution with applications for spatial management. J Appl Ecol. 2021;58(11):2493–504.

A Journey From Microbiology to Macrobiology

Mariam Alsaid, University of California Berkeley, GEMM Lab REU Intern

My name is Mariam Alsaid and I am currently a 5th year undergraduate transfer student at the University of California, Berkeley. Growing up on the small island of Bahrain, I was always minutes away from the water and was enraptured by the creatures that lie beneath the surface. Despite my long-standing interest in marine science, I never had the opportunity to explore it until just a few months ago. My professional background up until this point was predominantly in soil microbiology through my work with Lawrence Berkeley National Laboratory, and I was anxious about how I would switch directions and finally be able to pursue my main passion. For this reason, I was thrilled by my acceptance into the OSU Hatfield Marine Science Center’s REU program this year, which led to my exciting collaboration with the GEMM Lab. It was kind of a silly transition to go from studying bacteria, one of the smallest organisms on earth, to whales, who are the largest.

My project this summer focused on sei whale acoustic occurrence off the coast of Oregon. “What’s a sei whale?” is a question I heard a lot throughout the summer and is one that I had to Google myself several times before starting my internship. Believe it or not, sei whales are the third largest rorqual in the world but don’t get much publicity because of their small population sizes and secretive behavior. The commercial whaling industry of the 19th and 20th centuries did a number on sei whale populations globally, rendering them endangered. In consequence, little research has been conducted on their global range, habitat use, and behavior since the ban of commercial whaling in 1986 (Nieukirk et al. 2020). Additionally, sei whales are relatively challenging to study because of their physical similarities to the fin whale, and acoustic similarities to other rorqual vocalizations, most notably blue whale D-calls and fin whale 40 Hz calls. As of today, published literature indicates that sei whale acoustic presence in the Pacific Ocean is restricted to Antarctica, Chile, Hawaii, and possibly British Columbia, Canada (Mcdonald et al. 2005; Espanol-Jiminez et al. 2019; Rankin and Barlow, 2012; Burnham et al. 2019). The idea behind this research project was sparked by sparse visual sightings of sei whales by research cruises conducted by the Marine Mammal Institute (MMI) in recent years (Figure 1). This raised questions about if sei whales are really present in Oregon waters (and not just misidentified fin whales) and if so, how often?

Figure 1. Map of sei whale visual sightings off the coast of Oregon, colored by MMI Lab research cruise, and the location of the hydrophone at NH45 (white star).

A hydrophone, which is a fancy piece of equipment that records continuous underwater sound, was deployed 45 miles offshore of Newport, OR between October of 2021 and December of 2022. My role this summer was to use this acoustic data to determine whether sei whales are hanging out in Oregon or not. Acoustic data was analyzed using the software Raven Pro, which allowed me to visualize sound in the form of spectrograms (Fig. 2). From there, my task was to select signals that could potentially be sei whale calls. It was a hurdle familiarizing myself with sei whale vocalizations while also keeping in mind that other species (e.g., blue and fin whales) may produce similar sounding (and looking in the spectrograms) calls. For this reason, I decided to establish confidence levels based on published sei whale acoustic research that would help me classify calls with less bias. Vocalizations produced by sei whales are characterized by low frequency, broadband, downsweeps. Sei whales can be acoustically distinguished from other whales because of their tendency to produce uniform groups of calls (typically in doublets and triplets) in a short timeframe. This key finding allowed me to navigate the acoustic data with more ease.

The majority of the summer was spent slowly scanning through the months of data at 5-minute increments. As you can imagine, excitement varied by day. Some days I would find insanely clear signals of blue, fin, and humpback whales and other days I would find nothing. The major discovery and the light at the end of the tunnel was the SEI WHALES!!! I detected numerous high quality sei whale calls throughout the study period with peaks in October and November (but a significantly higher peak in occurrence in 2022 versus 2021). I also encountered a unique vocalization type in fall of 2022, consisting of a very long series of repeated calls that we called “multiplet”, rather than doublets or triplets that is more typical of sei whales (Fig. 3). Lastly, I found no significant diel pattern in sei whale vocalization, indicating that these animals call at any hour of the day. More research needs to go into this project to better estimate sei whale occurrence and understand their behavior in Oregon but this preliminary work provides a great baseline into what sei whales sound like in this part of the world. In the future, the GEMM lab intends on implementing more hydrophone data and work on developing an automated detection system that would identify sei whale calls automatically.

Figure 2. Spectrogram of typical sei whale calls detected in acoustic data
Figure 3. Spectrogram of unique sei whale multiplet call type
Figure 4. My first time conducting fieldwork! I spent a few mornings assisting Dr. Rachel Orben’s group in surveying murre and cormorant nests (thanks to my good friend Jacque McKay :))

My experience this summer was so formative for me. As someone who has been an aspiring marine biologist for so long, I am so grateful for my experience working with the GEMM Lab alongside incredible scientists who are equally passionate about studying the mysteries of the ocean. This experience has also piqued my interest in bioacoustics and I plan on searching for other opportunities to explore the field in the future. Aside from growing professionally, I learned that I am more capable of tackling and overcoming obstacles than I had thought. I was afraid of entering a field that I knew so little about and was worried about failing and not fitting in. My anxieties were overshadowed by the welcoming atmosphere at Hatfield and I could not have asked for better people to work with. As I was searching for sei whale calls this summer, I suppose that I was also unintentionally searching for my voice as a young scientist in a great, blue field.

Figure 5. My mentor, Dr. Dawn Barlow, and I with my research poster at the Hatfield Marine Science Center Coastal Intern Symposium

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References:

Nieukirk, S. L., Mellinger, D. K., Dziak, R. P., Matsumoto, H., & Klinck, H. (2020). Multi-year occurrence of sei whale calls in North Atlantic polar waters. The Journal of the Acoustical Society of America, 147(3), 1842–1850. https://doi.org/10.1121/10.0000931

McDonald, M. A., Calambokidis, J., Teranishi, A. M., & Hildebrand, J. A. (2001). The acoustic calls of blue whales off California with gender data. The Journal of the Acoustical Society of America, 109(4), 1728–1735. https://doi.org/10.1121/1.1353593

Español-Jiménez, S., Bahamonde, P. A., Chiang, G., & Häussermann, V. (2019). Discovering sounds in Patagonia: Characterizing sei whale (<i>Balaenoptera borealis</i>) downsweeps in the south-eastern Pacific Ocean. Ocean Science, 15(1), 75–82. https://doi.org/10.5194/os-15-75-2019

Rankin, S., & Barlow, J. (2007). VOCALIZATIONS OF THE SEI WHALE BALAENOPTERA BOREALIS OFF THE HAWAIIAN ISLANDS. Bioacoustics, 16(2), 137–145. https://doi.org/10.1080/09524622.2007.9753572

Burnham, R. E., Duffus, D. A., & Mouy, X. (2019). The presence of large whale species in Clayoquot Sound and its offshore waters. Continental Shelf Research, 177, 15–23. https://doi.org/10.1016/j.csr.2019.03.004

New GEMM Lab publication reveals how blue whale feeding and reproductive effort are related to environmental conditions

By Dr. Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Learning by listening

Studying mobile marine animals that are only fleetingly visible from the water’s surface is challenging. However, many species including baleen whales rely on sound as a primary form of communication, producing different vocalizations related to their fundamental needs to feed and reproduce. Therefore, we can learn a lot about these elusive animals by monitoring the patterns of their calls. In the final chapter of my PhD, we set out to study blue whale ecology and life history by listening. I am excited to share our findings, recently published in Ecology and Evolution.

Blue whales produce two distinct types of vocalizations: song is produced by males and is hypothesized to play a role in breeding behavior, and D calls are a hypothesized social call produced by both sexes in association with feeding behavior. We analyzed how these different calls varied seasonally, and how they related to environmental conditions.

This paper is a collaborative study co-authored by Dr. Holger Klinck and Dimitri Ponirakis of the K. Lisa Yang Center for Conservation Bioacoustics, Dr. Trevor Branch of the University of Washington, and GEMM Lab PI Dr. Leigh Torres, and brings together multiple methods and data sources. Our findings shed light on blue whale habitat use patterns, and how climate change may impact both feeding and reproduction for this species of conservation concern.

The South Taranaki Bight: an ideal study system

Baleen whales typically migrate between high-latitude, productive feeding grounds and low-latitude breeding grounds. However, the New Zealand blue whale population is present in the South Taranaki Bight (STB) region year-round, which uniquely enabled us to monitor their behavior, ecology, and life history across seasons and years from a single location. We recorded blue whale vocalizations from Marine Autonomous Recording Units (MARUs) deployed at five locations in the STB for two full years (Fig. 1).

Figure 1. Study area map and blue whale call spectrograms. Left panel: map of the study area in the South Taranaki Bight region, with hydrophone (marine autonomous recording unit; MARU) locations denoted by the stars. Gray lines show bathymetry contours at 50 m depth increments, from 0 to 500 m. Location of the study area within New Zealand is indicated by the inset map. Right panels: example spectrograms of the two blue whale call types examined: the New Zealand song recorded on 31 May 2016 (top) and D calls recorded 20 September 2016 (bottom). Figure reproduced from Barlow et al. (2023).

We found that the two vocalization types had different seasonal occurrence patterns (Fig. 2). D calls were associated with upwelling conditions that indicate feeding opportunities, lending evidence for their function as a foraging-related call.

Figure 2. Average annual cycle in the song intensity index (dark blue) and D calls (green) per day of the year, computed across all hydrophone locations and the entire two-year recording period. Figure reproduced from Barlow et al. (2023).

In contrast, blue whale song showed a very clear seasonal peak in the fall and was less obviously correlated with environmental conditions. To investigate the hypothesized function of song as a breeding call, we turned to a perhaps unintuitive source of information: historical whaling records. Whenever a pregnant whale was killed during commercial whaling operations, the length of the fetus was measured. By looking at the seasonal pattern in these fetal lengths, we can presume that births occur around the time of year when fetal lengths are at their longest. The records indicated April-May. By back-calculating the 11-month gestation time for a blue whale, we can presume that mating occurs generally in May-June, which is the exact time of the peak in song intensity from our recordings (Fig. 3).

Figure 3. Annual song intensity and the breeding cycle. Top panel: average yearly cycle in song intensity index, computed across the five hydrophone locations and the entire recording period; dark blue line represents a loess smoothed fit. Bottom panel: fetal length measurements from whaling catch records for Antarctic blue whales (gray, measurements rounded to the nearest foot), pygmy blue whales in the southern hemisphere (blue, measurements rounded to the nearest centimeter). Measurements from blue whales caught within the established range of the New Zealand population are denoted by the dark red triangles. Calving presumably takes place around or shortly after fetal lengths are at their maximum (April–May), which implies that mating likely occurs around May–June, coincident with the peak song intensity. Figure reproduced from Barlow et al. (2023).

With this evidence for D calls as feeding-related calls and song as breeding-related calls, we had a host of new questions, we used this gained knowledge to explore how changing environmental conditions might impact multiple life history processes for New Zealand blue whales

Marine heatwaves impact multiple life history processes

Our study period between January 2016 and February 2018 spanned both typical upwelling conditions and dramatic marine heatwaves in the STB region. While we previously documented that the marine heatwave of 2016 affected blue whale distribution, the population-level impacts on feeding and reproductive effort remained unknown. In our recent study, we found that during marine heatwaves, D calls were dramatically reduced compared to during productive upwelling conditions. During the fall breeding peak, song intensity was likewise dramatically reduced following the marine heatwave. This relationship indicates that following poor feeding conditions, blue whales may invest less effort in reproduction. As marine heatwaves are projected to become more frequent and more intense under global climate change, our findings are perhaps a warning for what is to come as animal populations must contend with changing ocean conditions.

More than a decade of research on New Zealand blue whales

Ten years ago, Leigh first put forward a hypothesis that the STB region was an undocumented blue whale foraging ground based on multiple lines of evidence (Torres 2013). Despite pushback and numerous challenges, Leigh set out to prove her hypothesis through a comprehensive, multi-year data collection effort. I was lucky enough to join the team in 2016, first as a Masters’ student, and then as a PhD student. In the time since Leigh’s hypothesis, we not only documented the New Zealand blue whale population (Barlow et al. 2018), we learned a great deal about what drives blue whale feeding behavior (Torres et al. 2020) and habitat use patterns (Barlow et al. 2020, 2021), and developed forecast models to predict blue whale distribution for dynamic management of the STB (Barlow & Torres 2021). We also documented their unique, year-round presence in the STB, distinct from the migratory or vagrant presence of other blue whale populations (Barlow et al. 2022b). We now understand how marine heatwaves impact both feeding opportunities and reproductive effort (Barlow et al. 2023). We even analyzed blue whale skin condition (Barlow et al. 2019) and acoustic response to earthquakes (Barlow et al. 2022a) along the way. A decade later, it is humbling to reflect on how much we have learned about these whales. This paper is also the final chapter of my PhD, and as I reflect on how I have grown both personally and scientifically since I interviewed with Leigh as a wide-eyed undergraduate student in fall 2015, I am filled with gratitude for the opportunities for learning and growth that Leigh, these whales, and many mentors and collaborators have offered over the years. As is often the case in science, the more questions you ask, the more questions you end up with. We are already dreaming up future studies to further understand the ecology, health, and resilience of this blue whale population. I can only imagine what we might learn in another decade.

Figure 5. A blue whale mother and calf pair come up for air in the South Taranaki Bight. Photo by Dawn Barlow.

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References:

Barlow DR, Bernard KS, Escobar-Flores P, Palacios DM, Torres LG (2020) Links in the trophic chain: Modeling functional relationships between in situ oceanography, krill, and blue whale distribution under different oceanographic regimes. Mar Ecol Prog Ser 642:207–225.

Barlow DR, Estrada Jorge M, Klinck H, Torres LG (2022a) Shaken, not stirred: blue whales show no acoustic response to earthquake events. R Soc Open Sci 9:220242.

Barlow DR, Klinck H, Ponirakis D, Branch TA, Torres LG (2023) Environmental conditions and marine heatwaves influence blue whale foraging and reproductive effort. Ecol Evol 13:e9770.

Barlow DR, Klinck H, Ponirakis D, Garvey C, Torres LG (2021) Temporal and spatial lags between wind, coastal upwelling, and blue whale occurrence. Sci Rep 11:1–10.

Barlow DR, Klinck H, Ponirakis D, Holt Colberg M, Torres LG (2022b) Temporal occurrence of three blue whale populations in New Zealand waters from passive acoustic monitoring. J Mammal.

Barlow DR, Pepper AL, Torres LG (2019) Skin deep: An assessment of New Zealand blue whale skin condition. Front Mar Sci 6:757.

Barlow DR, Torres LG (2021) Planning ahead: Dynamic models forecast blue whale distribution with applications for spatial management. J Appl Ecol 58:2493–2504.

Barlow DR, Torres LG, Hodge KB, Steel D, Baker CS, Chandler TE, Bott N, Constantine R, Double MC, Gill P, Glasgow D, Hamner RM, Lilley C, Ogle M, Olson PA, Peters C, Stockin KA, Tessaglia-hymes CT, Klinck H (2018) Documentation of a New Zealand blue whale population based on multiple lines of evidence. Endanger Species Res 36:27–40.

Torres LG (2013) Evidence for an unrecognised blue whale foraging ground in New Zealand. New Zeal J Mar Freshw Res 47:235–248.

Torres LG, Barlow DR, Chandler TE, Burnett JD (2020) Insight into the kinematics of blue whale surface foraging through drone observations and prey data. PeerJ 8:e8906.

How will upwelling ecosystems fare in a changing climate?

By Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Global climate change is affecting all aspects of life on earth. The oceans are not exempt from these impacts. On the contrary, marine species and ecosystems are experiencing significant impacts of climate change at faster rates and greater magnitudes than on land1,2, with cascading effects across trophic levels, impacting human communities that depend on healthy ocean ecosystems3.

In the lobby of the Gladys Valley Marine Studies building that we are privileged to work in here at the Hatfield Marine Science Center, a poem hangs on the wall: “The North Pacific Is Misbehaving”, by Duncan Berry. I read it often, each time moved by how he articulates both the scientific curiosity and the personal emotion that are intertwined in researchers whose work is dedicated to understanding the oceans on a rapidly changing planet. We seek to uncover truths about the watery places we love that capture our fascination; truths that are sometimes beautiful, sometimes puzzling, sometimes heartbreaking. Observations conducted with scientific rigor do not preclude complex human feelings of helplessness, determination, and hope.

Figure 1. Poem by Duncan Berry, entitled, “The North Pacific is Misbehaving”.

Here on the Oregon Coast, we are perched on the edge of a bountiful upwelling ecosystem. Upwelling is the process by which winds drive a net movement of surface water offshore, which is replaced by cold, nutrient-rich water. When this water full of nutrients meets the sunlight of the photic zone, large phytoplankton blooms occur that sustain high densities of forage species like zooplankton and fish, and yielding important feeding opportunities for predators such as marine mammals. Upwelling ecosystems, like the California Current system in our back yard that features in Duncan Berry’s poem, support over 20% of global fisheries catches despite covering an area less than 5% of the global oceans4–6. These narrow bands of ocean on the eastern boundaries of the major oceans are characterized by strong winds, cool sea surface temperatures, and high primary productivity that ultimately support thriving and productive ecosystems (Fig. 2)7.

Figure 2. Reproduced from Bograd et al. 2023. Maps showing global means in several key properties during the warm season (June through August in the Northern Hemisphere and January through March in the Southern Hemisphere). The locations of the four eastern boundary current upwelling systems (EBUSs) are shown by black outlines in each panel. (a) 10-m wind speed (colors) and vectors. (b) SST. (c) Dissolved oxygen concentrations at 200-m depth. (d) Concentration of ocean chlorophyll a. Abbreviations: BenCS, Benguela Current System; CalCS, California Current System; CanCS, Canary Current System; HumCS, Humboldt Current System; SST, sea surface temperature.

Because of their importance to human societies, eastern boundary current upwelling systems (EBUSs) have been well-studied over time. Now, scientists around the world who have dedicated their careers to understanding and describing the dynamics of upwelling systems are forced to reckon with the looming question of what will happen to these systems under climate change. The state of available information was recently synthesized in a forthcoming paper by Bograd et al. (2023). These authors find that the future of upwelling systems is uncertain, as climate change is anticipated to drive conflicting physical changes in their oceanography. Namely, alongshore winds could increase, which would yield increased upwelling. However, a poleward shift in these upwelling systems will likely lead to long-term changes in the intensity, location, and seasonality of upwelling-favorable winds, with intensification in poleward regions but weakening in equatorward areas. Another projected change is stronger temperature gradients between inshore and offshore areas, and vertically within the water column. What these various opposing forces will mean for primary productivity and species community structure remains to be seen.

While most of my prior research has centered around the importance of productive upwelling systems for supporting marine mammal feeding grounds8–10, my recent focus has shifted closer to home, to the nearshore waters less than 5 km from the coastline. Despite their ecological and economic importance, nearshore habitats remain understudied, particularly in the context of climate change. Through the recently launched EMERALD project, we are investigating spatial and temporal distribution patterns of harbor porpoises and gray whales between San Francisco Bay and the Columbia River in relation to fluctuations in key environmental drivers over the past 30 years. On a scientific level, I am thrilled to have such a rich dataset that enables asking broad questions relating to how changing environmental conditions have impacted these nearshore sentinel species. On a more personal level, I must admit some apprehension of what we will find. The excitement of detecting statistically significant northward shift in harbor porpoise distribution stands at odds with my own grappling with what that means for our planet. The oceans are changing, and sensitive species must move or adapt to persist. What does the future hold for this “wild edge of a continent of ours” that I love, as Duncan Berry describes?

Figure 4. The view from Cape Foulweather, showing the complex mosaic of nearshore habitat features. Photo: D. Barlow.

Evidence exists that the nearshore realm of the Northeast Pacific is actually decoupled from coastal upwelling processes11. Rather, these areas may be a “sweet spot” in the coastal boundary layer where headlands and rocky reefs provide more stable retention areas of productivity, distinct from the strong upwelling currents just slightly further from shore (Fig. 4). As the oceans continue to shift under the impacts of climate change, what will it mean for these critically important nearshore habitats? While they are adjacent to prominent upwelling systems, they are also physically, biologically, and ecologically distinct. Will nearshore habitats act as a refuge alongside a more rapidly changing upwelling environment, or will they be impacted in some different way? Many unanswered questions remain. I am eager to continue seeking out truth in the data, with my drive for scientific inquiry fueled by my underlying connection to this wild edge of a continent that I call home.

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References:

1.          Poloczanska, E. S. et al. Global imprint of climate change on marine life. Nat. Clim. Chang. 3, (2013).

2.          Lenoir, J. et al. Species better track climate warming in the oceans than on land. Nat. Ecol. Evol. 4, 1044–1059 (2020).

3.          Hoegh-Guldberg, O. & Bruno, J. F. The impact of climate change on the world’s marine ecosystems. Science (2010). doi:10.1126/science.1189930

4.          Mann, K. H. & Lazier, J. R. N. Dynamics of Marine Ecosystems: Biological-physical interactions in the oceans. Blackwell Scientific Publications (1996). doi:10.2307/2960585

5.          Ryther, J. Photosynthesis and fish production in the sea. Science (80-. ). 166, 72–76 (1969).

6.          Cushing, D. H. Plankton production and year-class strength in fish populations: An update of the match/mismatch hypothesis. Adv. Mar. Biol. 9, 255–334 (1990).

7.          Bograd, S. J. et al. Climate Change Impacts on Eastern Boundary Upwelling Systems. Ann. Rev. Mar. Sci. 15, 1–26 (2023).

8.          Barlow, D. R., Bernard, K. S., Escobar-Flores, P., Palacios, D. M. & Torres, L. G. Links in the trophic chain: Modeling functional relationships between in situ oceanography, krill, and blue whale distribution under different oceanographic regimes. Mar. Ecol. Prog. Ser. 642, 207–225 (2020).

9.          Barlow, D. R., Klinck, H., Ponirakis, D., Garvey, C. & Torres, L. G. Temporal and spatial lags between wind, coastal upwelling, and blue whale occurrence. Sci. Rep. 11, 1–10 (2021).

10.        Derville, S., Barlow, D. R., Hayslip, C. & Torres, L. G. Seasonal, Annual, and Decadal Distribution of Three Rorqual Whale Species Relative to Dynamic Ocean Conditions Off Oregon, USA. Front. Mar. Sci. 9, 1–19 (2022).

11.        Shanks, A. L. & Shearman, R. K. Paradigm lost? Cross-shelf distributions of intertidal invertebrate larvae are unaffected by upwelling or downwelling. Mar. Ecol. Prog. Ser. 385, 189–204 (2009).

Harbor porpoise and gray whale distribution over three decades: introducing the EMERALD project

By Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Throughout the world, humans rely on coastal regions for shipping and commerce, fisheries, industrial development, and increasingly for the development of marine renewable energy such as wind and wave energy [1]. Nearshore environments, including the coastal waters of the Northern California Current (NCC), are therefore coupled social-ecological systems, at the intersection of human and biological productivity [2].

The NCC supports a diverse food web of ecologically and commercially important species [3]. The nearshore region of the NCC is further shaped by a rich mosaic of complex features including rocky reefs, kelp forests, and sloping sandy bottom substrate [4], creating habitat for numerous species of conservation interest, including invertebrates, fish, seabirds, and marine mammals [5]. Despite its importance, this realm poses significant challenges for vessel-based data collection, and therefore it remains relatively poorly monitored and understood.

The view from Cape Foulweather, showing the complex mosaic of nearshore habitat features. Photo: D. Barlow.

I am excited to introduce a new project focused on these important nearshore waters, in which we will be Examining Marine mammal Ecology through Region-wide Assessment of Long-term Data (EMERALD). Since 1992, standardized surveys have been conducted between San Francisco Bay, CA, and the Columbia River, OR, to monitor the abundance of marbled murrelets, a seabird of conservation concern. Each spring and summer, researchers have simultaneously been diligently documenting the locations of harbor porpoise and gray whale sightings—two iconic marine mammal species that rely on the nearshore waters of the NCC. This rich and extensive record is rare for marine mammal data, particularly in the challenging, turbulent nearshore environment. Furthermore, harbor porpoises are cryptic, making visual sampling particularly challenging, and gray whales can be sparsely distributed, yielding low sample sizes in the absence of long-term data collection.

Left: The survey team collecting data; Right: Marbled murrelet floating on the water.

For the EMERALD project, we will investigate spatial and temporal distribution patterns of harbor porpoises and gray whales in relation to fluctuations in key environmental drivers. The primary goals of the project are to (1) Identify persistent hotspots in harbor porpoise and gray whale sightings over time, and (2) Examine the environmental drivers of sighting hotspots through spatial and temporal analyses.

A harbor porpoise surfacing off the central Oregon coast. Photo: L. Torres.

From a first look at the data, we are already excited by some emerging patterns. In total, the dataset contains sightings of 6,763 harbor porpoise (mean 233 per year) and 530 gray whales (mean 18 per year). Preliminary data exploration reveals that harbor porpoise sightings increased in 2011-2012, predominantly between Cape Blanco, OR, and Cape Mendocino, CA. Gray whale sightings appear to follow an oscillating, cyclical pattern with peaks approximately every three years, with notable disruption of this pattern during the marine heatwave of 2014-2015. What are the drivers of sighting hotspots and spatial and temporal fluctuations in sighting rates? Time—and a quantitative analytical approach involving density estimation, timeseries analysis, and species distribution modeling—will tell.

A gray whale forages in kelp forest habitat over a nearshore rocky reef. Photo: T. Chandler.

I recently completed my PhD on the ecology and distribution of blue whales in New Zealand (for more information, see the OBSIDIAN project). Now, I am excited to apply the spatial analysis skills have been honing to a new study system and two new study species as I take on a new role in the GEMM Lab as a Postdoctoral Scholar. The EMERALD project will turn my focus to the nearshore waters close to home that I have grown to love over the past six years as a resident of coastal Oregon. The surveys I will be working with began before I was born, and I am truly fortunate to inherit such a rich dataset—a rare treat for a marine mammal biologist, and an exciting prospect for a statistical ecologist.

Dawn and Quin the dog, enjoying views of Oregon’s complex and important nearshore waters. Both are thrilled to remain in Oregon for the EMERALD project. Photo: R. Kaplan.

So, stay tuned for our findings as the project unfolds. In the meantime, I want express gratitude to Craig Strong of Crescent Coastal Research who has led the dedicated survey effort for the marbled murrelet monitoring program, without whom none of the data would exist. This project is funded by the Oregon Gray Whale License Plate funds, and we thank the gray whale license plate holders for their support of marine mammal research.

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References:

1.        Jouffray, J.-B., Blasiak, R., Norström, A. V., Österblom, H., and Nyström, M. (2020). The Blue Acceleration: The Trajectory of Human Expansion into the Ocean. One Earth 2, 43–54.

2.        Sjostrom, A.J.C., Ciannelli, L., Conway, F., and Wakefield, W.W. (2021). Gathering local ecological knowledge to augment scientific and management understanding of a living coastal resource: The case of Oregon’s nearshore groundfish trawl fishery. Mar. Policy 131, 104617.

3.        Bograd, S.J., Schroeder, I., Sarkar, N., Qiu, X., Sydeman, W.J., and Schwing, F.B. (2009). Phenology of coastal upwelling in the California Current. Geophys. Res. Lett. 36, 1–5.

4.        Romsos, G., Goldfinger, C., Robison, R., Milstein, R., Chaytor, J., and Wakefield, W. (2007). Development of a regional seafloor surficial geologic habitat map for the continental margins of Oregon and Washington, USA. Mapp. Seafloor Habitat Charact. Geol. Assoc. Canada, Spec. Pap., 219–243.

5.        Oregon Department of Fish and Wildlife (2016). Oregon Nearshore Strategy. Available at: https://oregonconservationstrategy.org/oregon-nearshore-strategy/ [Accessed January 10, 2022].