The Utility of Combining Stable Isotope and Hormone Analyses for Marine Megafauna Research
- 1Department of Paleobiology, National Museum of Natural History, Smithsonian Institution, Washington, DC, United States
- 2Department of Biology and Marine Biology, University of North Carolina at Wilmington, Wilmington, NC, United States
- 3Ocean Associates, Inc., Marine Mammal and Turtle Division, Southwest Fisheries Science Center, National Marine Fisheries Service, National Oceanic and Atmospheric Administration, La Jolla, CA, United States
- 4The Joint Institute for Marine and Atmospheric Research, Protected Species Division, Pacific Islands Fisheries Science Center, National Marine Fisheries Service, National Oceanic and Atmospheric Administration, Honolulu, HI, United States
- 5Division of Biological Sciences, Ecology, Behavior, and Evolution Section, University of California, San Diego, La Jolla, CA, United States
Stable isotope and hormone analyses offer insight into the health, stress, nutrition, movements, and reproduction of individuals and populations. Such information can provide early warning signs or more in-depth details on the ecological and conservation status of marine megafauna. Stable isotope and hormone analyses have seen rapid development over the last two decades, and we briefly review established protocols and particular questions emphasized in the literature for each type of analysis in isolation. Little has been published utilizing both methods concurrently for marine megafauna yet there has been considerable effort on this front in seabird and terrestrial predator research fields. Using these other taxa as examples, we offer a few of the major research areas and questions we foresee as productive for the intersection of these two methods and discuss how they can inform marine megafauna conservation and management efforts. Three major research areas have utilized a combination of these two methods: (1) nutrition and health, (2) reproduction, and (3) life history. We identify a fourth area of research, examinations of evolutionary versus ecological drivers of behavior, that could also be well served by a combined stable isotope and hormone analyses approach. Each of these broad areas of research will require methodological developments. In particular, research is needed to enable the successful temporal alignment of these two analytical techniques.
Threats to marine megafauna continue to multiply, and management of these top predators is complex, challenging, and costly. Some threats are relatively visible (e.g., ship strikes or decreased sea ice), whereas others are more cryptic (e.g., ocean noise or climate change). Even the most visible instances of natural or anthropogenic impacts are exceedingly difficult to quantify and the population-level consequences for both lethal and non-lethal factors are usually unknown (Taylor et al., 2000; Read, 2008; Robards et al., 2009). Despite substantial research effort to monitor populations through traditional survey methods, major declines in population abundance are likely to go undetected (Taylor et al., 2007). To date, most management actions are not proactive, but rather occur after a deleterious or catastrophic event (e.g., Deepwater Horizon oil spill or an unusual mass mortality event) when it is often too late for feasible corrective options. Additionally, effects from climate change pose a current and emerging threat with complex and varied consequences, which can be difficult to predict (Cai et al., 2014; Stock et al., 2014). Given the multitude of risks facing marine megafauna and the limitations of current management practices, there is an ever-increasing need to understand responses of these taxa to natural stressors and to anthropogenic activities (National Academies of Sciences, Engineering, and Medicine, 2017).
Stable isotope and hormone analyses are two minimally invasive methods that may allow for finer-scale characterization of the severity, types, and consequences of megafaunal responses to their changing environment. These methods use integrated physiological biomarkers that can provide insight on the health, stress, nutrition, movements, and reproduction of individuals and populations. Such information can provide early warning signs or more in-depth information on the ecological and conservation status of marine megafauna. Consequently, biologists can use these techniques in tandem to better target strategies and timing for intervention, resulting in more anticipatory species management.
Stable Isotope Ecogeochemistry
Analyses of stable carbon (δ13C) and nitrogen (δ15N) isotope ratios of bulk tissues from marine organisms are used to reconstruct habitat use and trophic ecology of animals that are typically cryptic, difficult to monitor, and wide-ranging in their migration and movement patterns (e.g., Kurle and Gudmundson, 2007; Newsome et al., 2010; Authier et al., 2012a; Turner Tomaszewicz et al., 2017). These analyses are informative because the δ13C and δ15N values from bulk tissues reflect the underlying biogeochemistry driving the stable isotope values in the primary production at the base of the food web (Peterson and Fry, 1987; Trueman et al., 2012; Lorrain et al., 2014). In addition, internal physiological processes in the consumer result in their δ15N values increasing predictably relative to those from their prey (Post, 2002; Kurle et al., 2014), and these differences, or trophic discrimination factors, allow for estimations of animal trophic position (DeNiro and Epstein, 1981; McMahon et al., 2015c). The stable isotope values, usually δ13C and δ15N, from consumer and prey, can be plotted in bivariate space or incorporated into various stable isotope mixing models, to create a picture of population- or species-level isotopic niche space (“isospace”), which allows for a better understanding of an organism’s ecological niche (Figure 1; Newsome et al., 2007b; Stock et al., 2018).
FIGURE 1. Schematic illustrating potential factors influencing the stable isotope niche space or isospace of marine megafauna in ocean systems. Stable carbon isotope values provide information regarding animal foraging location as these values most often reflect patterns at the base of the food web (Rau et al., 1982; Fry, 2006; Ben-David and Flaherty, 2012). For example, animals foraging offshore usually have lower δ13C values than those foraging nearshore. The spectrum of productivity refers to conditions that influence phytoplankton growth rates as higher nutrient inputs result in faster growth rates leading to higher δ13C values for all levels of a food web (Bidigare et al., 1997; Popp et al., 1998). Stable nitrogen isotope values inform animal trophic position and reflect nitrogen processes at the base of the food web that drive stable isotope values for all consumers within that system (see overview in Rau et al., 2003; Somes et al., 2010; Allen et al., 2013; Kurle and McWhorter, 2017; Turner Tomaszewicz et al., 2017). Here, we highlight the natural nitrogen cycle influences on the base of the food web which create differences across ecosystems, but anthropogenic nitrogen loading from point and run-off sources on land can also alter nitrogen signatures of primary producers (Costanzo et al., 2001; Lemons et al., 2011). Fractionation between diet and consumer can vary across species for both carbon and nitrogen and is likely due to diet composition, quality, trophic position, and form of nitrogen excretion (Germain et al., 2013; McMahon et al., 2015b,c; Nielsen et al., 2015; Kurle et al., 2014).
Recent developments in hormone analysis provide critical insights into aspects of marine megafauna biology, ecology, and population health that have previously been nearly impossible to obtain. Assessing the impacts of stressors on marine species is often limited to counts of dead or injured animals, with an understanding that data collected from these individuals represent a small unknown fraction of the total population and may be biased toward those experiencing extreme stress. In this way, hormone analysis of samples collected from free-ranging individuals may provide earlier awareness of damaging effects and more direct evidence of relationships between stressors, and increases in dead or injured animals. Specifically, reproductive hormones can reveal an animal’s sex, maturity, and pregnancy status, enabling interpretations of demographic structure, birth rates, and sex ratios, as well as the potential to assess lost or infrequent pregnancies due to exposure to harmful conditions (e.g., Rolland et al., 2012; Schwacke et al., 2014; Kellar et al., 2017). Corticosteroid hormones (“stress hormones”) can elucidate both acute (e.g., ephemeral predator exposure) and chronic conditions (e.g., nutritional deficits) (e.g., Sheriff et al., 2011), whereas thyroid hormones provide additional information about nutritive state (e.g., Atkinson et al., 2015).
Our paper (1) briefly summarizes the contributions of stable isotope and endocrine analyses to marine megafauna conservation and management to date and the emerging and developing applications of these methods, (2) identifies opportunities for the combination of these methods, which may reveal exciting new insights into the physiology, ecology, and conservation of these species, and (3) outlines gaps and future work required to advance these fields. In this review, we restrict our discussion of marine megafauna to cetaceans, pinnipeds, and sea turtles.
Stable Isotope Ecogeochemistry in Marine Megafauna Research
Applications of Stable Isotope Analyses
Estimating animal trophic levels and foraging locations has been the classic application of stable isotope data measured in animal tissues for ecological purposes (DeNiro and Epstein, 1978, 1981; Hobson and Welch, 1992). The development of progressively more sophisticated analytical methods, such as stable isotope mixing models (SIMMs) that incorporate multiple parameters, including stable isotopes of elements besides carbon and nitrogen such as sulfur, oxygen, and hydrogen, have allowed for increasingly detailed estimations of animal ecological niche space using stable isotope data (Jackson et al., 2011; Newsome et al., 2012; Hopkins and Kurle, 2016; Rossman et al., 2016; Bowes et al., 2017; Hopkins et al., 2017). There now exist a wide array of modeling frameworks and metrics for categorizing diet, trophic niche, and trophic structure (Bearhop et al., 2004; Layman et al., 2007; Jackson et al., 2011; Newsome et al., 2012; Stock et al., 2018).
Questions of competition and resource partitioning, foraging plasticity, and maternal provisioning have also been investigated with stable isotope methods (Borrell et al., 2006; Kiszka et al., 2010; Fernández et al., 2011; Authier et al., 2012b; Ryan et al., 2013). Ryan et al. (2013) found evidence of resource partitioning amongst sympatric species of rorquals (Balaenopteridae) in the North Atlantic through analysis of baleen isotopes, while Authier et al. (2012b) investigated impacts of maternal feeding strategy on pup weaning mass in southern elephant seals (Mirounga leonine). Stable isotope analyses have also illuminated population structure, examining ecological and trophic differences within species (Witteveen et al., 2009a,b; Barros et al., 2010; Lowther and Goldsworthy, 2011; Giménez et al., 2013). For example, carbon, nitrogen, and sulfur isotopes were used to differentiate putative population groups of bottlenose dolphins (Tursiops truncatus) off Florida (Barros et al., 2010) and carbon and nitrogen distinguished both breeding and feeding groups of humpback whales (Megaptera novaeangliae) in the North Pacific (Witteveen et al., 2009a,b).
Expansion of the ecological applications of stable isotope analyses have allowed for reconstructions of temporal and spatial variations in animal habitat use as species move along migration routes or target specific feeding grounds throughout multiple life stages (Hobson, 1999; Kurle, 2009; Vander Zanden et al., 2010; Authier et al., 2012c; Allen et al., 2013; Carlisle et al., 2014). For example, Turner Tomaszewicz et al. (2017) analyzed the δ15N values from individual growth rings in humerus bones collected from dead-stranded North Pacific loggerhead turtles (Caretta caretta) to demonstrate their use of both oceanic and neritic regions during their decades-long stage as juveniles. The analyses of archived tissues allow for expanded temporal reconstructions of animal diets and habitat use on the order of decades or longer (Newsome et al., 2007a; Fleming et al., 2016). Fleming et al. (2016) linked environmental variability in the California Current System to variations in humpback whale diets over 20 years using isotope values from whale skin. However, temporal and spatial investigations of predator diet and trophic level can be complicated by isotopic changes at the base of the food web, which vary by region, season, and year (Kurle et al., 2011). Thus, the degree of baseline variability must be considered, and ideally estimated from lower trophic level sampling, before interpretations of predator ecologies and movements are drawn (Lorrain et al., 2014; Kurle and McWhorter, 2017).
Compound Specific Stable Isotope Analysis
More recently, advances in compound specific stable isotope analysis of individual amino acids (CSIA-AA) allow for more thorough explorations of trophic level and foraging location than bulk stable isotope analyses. CSIA-AA enables differentiation between isotopic variation due to different biochemical processes at the base of the food web versus changes in a consumer’s trophic level (Popp et al., 2007; Chikaraishi et al., 2009; Ruiz-Cooley and Gerrodette, 2012; Lorrain et al., 2014; Ruiz-Cooley et al., 2014; O’Connell, 2017). Thus, even without stable isotope values from temporally or spatially linked lower trophic level organisms, temporal and spatial shifts in predator diet can often be determined. The δ15N values from so-called “source” amino acids (essential amino acids for δ13C) show little change or isotopic fractionation as they are transferred up the food web, whereas other “trophic” amino acids (non-essential amino acids for δ13C) fractionate with increasing trophic level. Comparison of the isotope values from these two categories of amino acids allows for more nuanced interpretation of stable isotope data. This emerging technique has made most use of the δ15N values from amino acids (Sherwood et al., 2011; McMahon et al., 2015a), but ecological applications for the δ13C values from amino acids are becoming more apparent, especially for delineating amino acid sources in diets of consumers (Larsen et al., 2009, 2013; Nielson and Winder, 2015). While measurements of amino acid isotopes from marine megafauna are increasing (Arthur et al., 2014; Ruiz-Cooley et al., 2014, 2017; Pomerleau et al., 2017; Zupcic-Moore et al., 2017), there is a need for methodological development specific to these taxa as their unique physiologies and isotopic fractionation patterns necessitate different considerations than lower trophic level taxa (e.g., zooplankton, corals) (McMahon et al., 2015b; McMahon and McCarthy, 2016).
The increasing use of CSIA-AA for modern and archived samples will allow for greater understanding of mechanistic links between patterns in oceanographic parameters, stable isotope geochemistry, and marine megafauna responses. Variations in the bulk δ13C and δ15N values from marine species collected over time and space can be attributed to changes in oceanographic measures that are in turn driven by climatic conditions (Kurle et al., 2011; Ohman et al., 2012; Allen et al., 2013; Kurle and McWhorter, 2017). For example, higher ocean temperatures are related to less nutrient availability, which in turn correlate to slower growth rates and lower δ13C values for phytoplankton (Bidigare et al., 1997; Popp et al., 1998; Schell, 2000; Figure 1). CSIA-AA of archived marine samples covering longer time periods may therefore allow for reconstruction of productivity and other trends related to long-term climate patterns that may be driving oceanographic properties of interest to bottom-up control of food webs and impacts on top predators (Hückstädt et al., 2017).
Physiological Considerations for Stable Isotope Applications
The physiology and metabolism of protein utilization are important to consider when using stable isotope analysis to reconstruct foraging patterns in marine vertebrates. First, the time required for full isotopic turnover varies across tissues due to different rates of protein metabolism and can be on the order of a few days (blood plasma, liver), months (muscle, red blood cells), or longer (bones) (Kurle, 2009; Vander Zanden et al., 2015). Accretionary tissues (e.g., vibrissae, ear plugs, and tooth dentine) produce inert layers that preserve their original chemical composition and allow for serial reconstructions over multiple years or even lifetimes. Also to be considered, single tissue types can have variable turnover rates across species and within individuals. For example, sea turtles retain growth layers in cortical bone but mammalian bone remodels and, therefore, integrates multiple years of growth information (Snover et al., 2011; Riofrío-Lazo and Aurioles-Gamboa, 2013). Within the suborder Caniformia, isotopic differences were found between cortical and non-cortical bones within individuals (Clark et al., 2017). Therefore, stable isotope values from various tissues reflect different time periods during which nutrients were ingested and incorporated and should be considered when using these analyses in conjunction with hormone studies (Figure 2).
FIGURE 2. The retention times of stable isotopes vary by tissue type as isotopic incorporation and protein turnover rates differ among tissues (Kurle, 2009). Similarly, the half-life of hormones varies across tissue type depending on each individual hormone and the matrices’ chemical characteristics. This schematic illustrates the temporal scales captured by isotope or hormone analyses of multiple tissue types and some potential ecological applications of both stable isotope and hormone analyses matched to these time scales. As noted in the text, these temporal scales may vary across taxa (e.g., mammal bone vs. turtle bone).
Second, animals undergoing nutritional stress must rely on their own tissue catabolism or other mechanisms to maintain function (see Elia et al., 1999; Aguilar et al., 2014; Borrell et al., 2016), and these adaptations to resource limitation or starvation can vary in their effect on the δ13C and δ15N values in tissues. Much evidence points to an increase in the δ15N values of tissues for animals undergoing protein catabolism when they are starving (Hobson et al., 1993; Polischuk et al., 2001; Cherel et al., 2005; Lohuis et al., 2007; Newsome et al., 2010; Bowes et al., 2014). In contrast, mammals that appear to rely more heavily on fat reserves or other processes that conserve protein during times of fasting appear to demonstrate decreasing or unchanging δ15N values when under nutritional stress (Das et al., 2004; Lohuis et al., 2007; Gomez-Campos et al., 2011; Aguilar et al., 2014). One explanation for these inconsistencies may be related to the amount of lipid reserves stored by an organism undergoing nutritional stress, as that appears to influence the degree to which protein versus lipid is catabolized for energy (Elia et al., 1999) and can thus influence an animal’s stable isotope values (Aguilar et al., 2014). For mysticetes that are capital breeders, gestation is thought to occur during periods of fasting and requires substantial protein resources. Fetal development may lead to a decrease in δ15N values for the mother throughout the pregnancy as the fetus’s tissues increase in their δ15N values relative to the mother (Borrell et al., 2016). Therefore, it is important to consider the life history of the animal (e.g., capital vs. income breeders) and the mechanisms responsible for the potential inconsistencies in stable isotope markers for nutritional stress.
Applications of Stress and Reproductive Hormone Analyses
Only recently have hormone data been employed regularly in studies of marine vertebrate ecology and conservation. Since their discovery, these biochemicals that signal between cells and organ systems have been primarily measured in clinical settings to help assess health and reproductive conditions of individual animals. Numerous veterinary and human medical studies have created volumes of information regarding their physiological effects, biochemistry, reference ranges, and associated anomalies (Pineda et al., 2003; Melmed et al., 2016). There was significant work done in the second half of the 20th century analyzing various hormones in marine megafauna to understand their unique physiologies (Deroos and Bern, 1961; Malvin et al., 1978; Liggins et al., 1979; St. Aubin and Geraci, 1988, 1989; Hochachka et al., 1995). However, it was not until the 2000s that these analyses became more common for marine wildlife researchers to assess hormones for conservation and physiological ecology studies, and many of these efforts were aimed at establishing baselines (Mansour et al., 2002; Mashburn and Atkinson, 2004; Rolland et al., 2005; Hunt et al., 2006; Kellar et al., 2006; Blanvillain et al., 2011; St. Aubin et al., 2013). Thus, there are relatively few examples of applied studies examining links between animal hormone levels and exposure to potentially harmful human activities or environmental conditions (Rolland et al., 2012; Kellar et al., 2013; Schwacke et al., 2014; Williard et al., 2015).
The specific molecules within steroid (e.g., progesterone and cortisol) and amino-acid derived (e.g., epinephrine and thyroid hormones) hormone classes are structurally identical across most vertebrate species (Horton and Moran, 1996; Pineda et al., 2003; Melmed et al., 2016). Because of this structural similarity among diverse taxa and their stability despite a wide spectrum of harsh field collection conditions, ecology and conservation efforts to date have mostly focused on analyses of these two hormone groups.
While the specific molecules are structurally similar across taxa, their physiological roles can be quite different across both individuals and species. Additionally, interpretation of hormone levels and patterns varies by hormone type and research question. For example, measurement of hormone levels can indicate a physiological state controlled directly by the measured hormones (e.g., hormonal controls on pregnancy and maturation) (Theodorou and Atkinson, 1998; Owens, 1999; Greig et al., 2007; Kellar et al., 2009, 2014; Perez et al., 2011; Vu et al., 2015). Alternatively, hormone levels can be assessed as an indicator of direct response to some external stimuli (e.g., fight-or-flight responses) (Gregory et al., 1996; St. Aubin and Dierauf, 2001; Sheriff et al., 2011). In more recent years, there has been another avenue of investigation into changes in hormone levels due to secondary or indirect responses, such as those associated with exposure to high levels of environmental contaminants (Subramanian et al., 1987; Oskam et al., 2003; Trego et al., 2018). The following paragraphs introduce the various types, applications, and interpretations of hormones most commonly used in marine megafauna research.
Marine megafauna have diverse sample matrices (tissues, body fluids, and physiological end-products) from which hormones are measured. Relative to hormone distribution patterns, the matrices can be subdivided into three types: (1) those that are in dynamic equilibrium (e.g., blood, blubber, most bone tissue, and muscle) with the hormone concentrations generated by the gland of production, (2) those that become relatively static once formed thereby potentially offering a record of previous hormone concentrations (e.g., laminated ear plugs, fur, hair, whiskers, baleen, claws, laminated bone structures, and potentially, teeth, tusks, and epidermal tissue), and (3) those that are biological end products formed then expelled (e.g., blow particulate (“whale snot”), respiratory vapor, feces, urine, saliva, egg shells, and milk). Moreover, as with stable isotopes, each matrix has its own set of dynamics, integrating signals over varying lengths of time depending on each individual hormone and the matrices’ chemical characteristics (Figure 2). Note that the processing of these matrices for hormone analysis typically has two phases: (1) isolation of the target hormone and (2) analytical measurement. The measurement procedures (e.g., immunoassays, chromatography, and mass spectrophotometer-based analytical analyses) can theoretically be used with any of the matrices; however, isolation procedures vary enormously as they are tailored to each matrix’s specific composition and chemistry relative to the target hormone.
Progesterone is a particularly informative indicator of cetacean pregnancy status, which researchers have used to estimate pregnancy rates in several populations (Bergfelt et al., 2013; Kellar et al., 2013, 2014; Clark et al., 2016). In situations where known stressors or atypical perturbations are of concern (e.g., exposure of dolphins to chase-and-encirclement fishery activity), relationships between the frequency or magnitude of exposure to these perturbations and pregnancy rates have been assessed (Kellar et al., 2013). Similarly, reproductive success rates (rates of known pregnancies producing viable calves) have been examined with respect to poor prey availability (Wasser et al., 2017) or exposure to pollutants (Kellar et al., 2017). Progesterone levels in pinnipeds have also been shown to aid in assessing the pregnancy state of individuals (Gardiner et al., 1996, 1999; McKenzie et al., 2005; Greig et al., 2007). However, in these species, there can be overlap in hormone concentration between known non-conceiving females and females predicted to be pregnant based on progesterone concentrations such that the diagnostic power of progesterone is more limited though still informative (McKenzie et al., 2005; Beaulieu-McCoy et al., 2017). In these animals (along with cetaceans and sea turtles), progesterone can aid in maturity state assessments of females and help elucidate estrous activity in conjunction with measurements of other hormones, like estrogens (Licht et al., 1982; Pietraszek and Atkinson, 1994; Gardiner et al., 1996, 1999; Kakizoe et al., 2010; Beaulieu-McCoy et al., 2017). Progesterone concentration has not been widely assessed in marine turtle experimental studies as this hormone is at baseline levels until a reproductively active female commences nesting activities (see overview in Blanvillain et al., 2011).
Androgen concentrations, especially those of testosterone, have been applied in a variety of ways in marine megafauna ecology and conservation research. In marine mammals, testosterone helps assess maturity states of individual males (e.g., in blubber, Kellar et al., 2009) and, in more static matrices (e.g., laminated ear plugs), it is used to estimate ages of sexual maturation (Trumble et al., 2013). Testosterone measurements can elucidate reproductive seasonality characteristics of populations, information that can help identify time-of-year associated with heightened vulnerability to potential stressors (i.e., periods of breeding; Robeck and Monfort, 2006; Kellar et al., 2009; Vu et al., 2015). More generally, pollutant exposure has been linked to decreased levels of androgens, as well as estrogens, in a number of marine megafauna species creating potential impacts on development and reproduction (Subramanian et al., 1987; Oskam et al., 2003; Trego et al., 2018). Finally, androgen levels are utilized to help determine the sex of individual animals (Allen et al., 2015; Corkeron et al., 2017). This is particularly important for sea turtles as they display no genotypic markers for sex or external secondary sexual characteristics until maturation (males grow longer tails), and, because their sex is temperature dependent, monitoring sex ratios of turtle populations using testosterone can help identify potential negative impacts of changing environmental conditions on their demography (Allen et al., 2015; Braun McNeill et al., 2016; Jensen et al., 2018).
Since hormone concentrations in hatchling sea turtles are minute, the ratio of estradiol to testosterone was used to predict the sex of sacrificed, just-hatched sea turtles (Gross et al., 1995). However, advances in hormone assay technology should allow detection of hormone concentrations in small volumes of blood collected from hatchlings without deleterious effects (e.g., death or low survivorship), providing the opportunity to assess primary sex ratios for all species of sea turtles.
In marine megafauna, the dominant corticosteroids (cortisol, corticosterone, and aldosterone) serve as biochemical markers of physiological stress response activity; specifically they are most often interpreted as indicators of hypothalamic–pituitary–adrenal (HPA) axis activation in response to perceived threats (Gregory et al., 1996; St. Aubin and Dierauf, 2001; Sheriff et al., 2011). For the HPA axis, glucocorticoids (GC), cortisol and corticosterone, stimulate creation of additional glucose in anticipation of increased energy needs in response to a stressor (Palme et al., 2005; Busch and Hayward, 2009; Blanvillain et al., 2011; Atkinson et al., 2015). GC concentrations have been analyzed in numerous marine mammal and turtle species ranging from individual responses to stressors like restraint or capture of individual animals (Thomson and Geraci, 1986; St. Aubin and Geraci, 1988, 1989; Gregory et al., 1996; Champagne et al., 2012; St. Aubin et al., 2013; Williard et al., 2015; Hunt et al., 2016a), to population-level responses to increased anthropogenic activity (e.g., vessel traffic; Ayres et al., 2012; Rolland et al., 2012). Glucocorticoid concentrations also vary with temperature perturbations (Houser et al., 2011), nutritional deficits (Kellar et al., 2015; Beaulieu-McCoy et al., 2017; Wasser et al., 2017), and pollutant exposure (most notably oiling from the Deepwater Horizon disaster; Schwacke et al., 2014). These may not be stressors in the classical sense and are therefore often referred to as types of “environmental stressors” as there is not necessarily a perception of threat at an individual level. This distinction is important as these conditions do not necessarily stimulate cortisol production, especially as an anticipatory reaction, as seen in a perceived threat-to-self response (also known as a fight-or-flight response).
The other primary corticosteroid, aldosterone, mainly controls the electrolytic composition of blood to regulate blood pressure and blood volume (St. Aubin, 2001). In marine mammals, aldosterone often shows responses to known stressors that are similar to those of GCs (Thomson and Geraci, 1986; St. Aubin and Geraci, 1989; St. Aubin et al., 1996; Houser et al., 2011). A sea turtle study investigated the effects of acute fresh water exposure and found no change in aldosterone or corticosterone production and suggested that compared to marine mammals, sea turtle response to a hypo-osmotic environment might be delayed (Ortiz et al., 2000). Aldosterone often shows greater relative increases compared to cortisol, though at much lower total concentrations (St. Aubin and Geraci, 1989). It is theorized that this may be due in part to the importance of breath-hold diving (and the profound accompanying changes in blood distribution) in these animals as they respond to potential threats (Atkinson et al., 2015). These observations are creating new interest in using aldosterone as another marker of stress, and, though few studies have examined aldosterone levels relative to known stressors outside of experimental settings, this will likely change in the near future.
Along with GC levels, thyroid hormones (thyroxine, T4 and triiodothyronine, T3) can help in the assessment of individual and population-level nutritional conditions (Atkinson et al., 2015). T4 is a prohormone and typically is converted to T3, the active form, to directly bind to receptors and produce biological effects (St. Aubin, 2001; Melmed et al., 2016). These effects help control entire metabolic rates of individuals by regulating numerous metabolic pathways. Limited food intake generally inhibits the production and activity of thyroid hormones, especially T3 (Pineda et al., 2003; Melmed et al., 2016). This works by (1) blocking the conversion of T4 to T3 and (2) by stimulating the conversion of both to another form, “reverse T3” (rT3). In this form, rT3 still binds to T3 receptors, but produces no biological effects thereby blocking the associated pathways and lowering the overall metabolic rate (Horton and Moran, 1996; Pineda et al., 2003). Though a number of studies have looked at the effects of food limitations on the thyroid concentrations of individuals (Moon et al., 1998, 1999; Rosen and Trites, 2002; Rosen and Kumagai, 2008; du Dot et al., 2009), few have used thyroid hormone measurements to help assess the population-level impacts of limited prey availability in non-captive animals (Moon et al., 1998; Ayres et al., 2012; Crocker et al., 2012; Wasser et al., 2017).
Integrated Applications of Stable Isotope and Hormone Analyses
In addition to the established and emerging applications of both stable isotope and hormone analyses in marine megafauna presented above, the combination and integration of these two methods offer innumerable possibilities for academic and conservation focused research. While little has been published utilizing both methods concurrently for marine megafauna (Hunt et al., 2014, 2016b; Clark et al., 2016), there has been considerable effort on this front in seabird and terrestrial predator research fields. Using these taxa as examples, we offer a few of the major research areas and questions we foresee as productive for the intersection of these two methods and discuss how they can inform marine megafauna conservation and management efforts. Three major research areas have utilized a combination of these two methods: (1) nutrition and health, (2) reproduction, and (3) life history. We identify a fourth area of research, examinations of evolutionary versus ecological drivers of behavior, that could also be well served by a combined stable isotope and hormone analyses approach.
Nutrition and Health
Numerous external influences on marine megafauna can impact nutrition and health, including changes in prey availability and/or quality, degraded or inconsistent habitat conditions (due to natural variability or anthropogenic factors), competition, disease, and direct anthropogenic impacts such as entanglement, ocean noise, or ship strikes. To date, the research effort combining stable isotope and hormone analyses has focused largely on the impacts of variable prey and habitat conditions (e.g., Barger and Kitaysky, 2011; Dorresteijn et al., 2012; Bryan et al., 2013, 2014; Lafferty et al., 2015; Boggs et al., 2016). As top predators, marine megafauna depend on abundant prey and/or dense prey patches and they often capitalize on regions of reliably high biological productivity (Hazen et al., 2009; Santora et al., 2011). However, these areas are subject to climate-driven environmental fluctuations that affect marine productivity (e.g., Macklin et al., 2002; Bograd et al., 2009; Sherwood et al., 2011; Stabeno et al., 2012), contributing to the potential for episodic inadequate prey resources for megafauna that can induce stress, increase competition, create nutritional deficits, and lead to potential starvation. Understanding the linkages between climate, habitat, prey availability, and marine mammal diets, and predicting how these variables impact megafauna conservation and management, is increasingly important in the face of ongoing warming (e.g., Howard et al., 2013).
Currently, the influence of climate change on prey availability for top ocean predators is a topic of considerable research effort across various temporal scales (Wolf et al., 2010). To understand the impacts of current and future changes in climate on marine megafauna, analyses of interannual and decadal patterns are often used as proxies to better understand and predict future population responses to long-term change. For example, Dorresteijn et al. (2012) examined impacts of interannual climate variability and timing of ice retreat on food availability for least auklets (Aethia pusilla), a seabird in the Bering Sea. They combined assessment of changes in auklet diet as measured by stable isotope analyses and regurgitated chick meals with changes in the stress hormone, corticosterone, in auklet blood to assess food availability (higher levels of corticosterone are associated with lower food availability). The combination of isotope, regurgitate, and hormone analyses revealed a more in-depth understanding of the species response than any method in isolation, as two different colonies were found to respond differently to the changing climatic and oceanographic conditions. Only one colony showed changes in diet, but both colonies showed increased levels of corticosterone during warm periods, indicating that, while the diet may not have changed for both colonies, the relative foraging effort may have (Dorresteijn et al., 2012). Such insights are particularly helpful in a management context as they provide further metrics of the consequences of environmental changes on top predators.
The combination of stable isotope and hormone analyses has also been utilized to examine the interplay of intra- and interspecies competition in relation to changing prey conditions. Barger and Kitaysky (2011) demonstrated increasing dietary separation (assessed by stable isotopes) among two species of sympatric seabirds (Uria spp.) in response to food limitation (supported by increasing concentrations of stress hormone) and greater niche overlap when food was abundant. Within-species resource competition was investigated by Bryan et al. (2014) in grizzly (Ursus arctos) and black bears (Ursus americanus) in the Pacific northwest through stable isotope Bayesian mixing models and surveys of salmon (Oncorhynchus spp.) abundance. In grizzly bears, cortisol increased in response to lower salmon consumption. However, in black bears, cortisol increased in response to lower salmon availability, which was tightly coupled to increased competition, indicating a stronger link to social competition in black bears. In both bear species, testosterone decreased with increasing salmon availability, which the authors interpreted as evidence of a less competitive environment. Consequences of diet quality can also be investigated with a combination of hormone and stable isotope analyses. Fairhurst et al. (2015) found that feathers from Leach’s storm petrels (Oceanodroma leucorhoa) with higher δ15N values, an indication they were foraging at higher trophic levels, were associated with correspondingly lower corticosterone concentrations. Their data suggested a physiological benefit in the form of either a reduced foraging effort or a greater nutrient benefit associated with consumption of higher trophic level prey by the petrels.
Further research directions on this topic could include investigations of health conditions that may be distinct from dietary inadequacies but could be mistaken for responses to nutritional stress without more detailed data. For example, energetic and endocrine responses to diseases resulting from ecotoxicological or immunological factors may also be aided by a combination of hormone and stable isotope analyses. While most diseases in the wild may have a nutritional component, there may be some instances of direct links to a disease or injury stressor that may not be primarily mediated through prey or nutritional stress. In these cases, assessing both hormone levels and stable isotope values can allow biologists to rule out biologists to rule out the potential for interactions between health and diet.
Reproductive behavior, biology, and rates are exceptionally challenging to study in marine megafauna and, for many species, the oceanic habitats in which these animals breed remain unknown (Robeck et al., 2001; Blanvillain et al., 2011). For taxa with more visible reproductive behaviors, such as sea turtles and pinnipeds, there has been substantial examination of hormone levels and patterns. However, we are aware of little research combining hormone and stable isotope analyses for better deciphering questions related to reproduction in other marine species. One of the most fundamental research topics that can be developed by the integration of these two methodologies is baseline physiological patterns inherent to particular reproductive or life history stages. For example, does an individual’s ontogenetic stage influence diet and stress or diet and reproductive endocrinology? Do the diverse metabolic needs required at different reproductive or life stages lead to different prey preferences or foraging efforts? Addressing these questions will develop critical baselines from which other, more acute, questions can be added.
Some investigations into reproductive questions using both stable isotope and hormone analyses interpreted these analyses separately, whereas others drew integrated conclusions. Both approaches can add value to single discipline studies, however, we encourage future research to consider the interactions and background physiological conditions that may be driving both the hormonal and stable isotope patterns. For example, Hunt et al. (2016b) examined cortisol and corticosterone changes along baleen plates from two female right whales (Eubalaena glacialis) in relation to observed life stage/reproductive events. They used stable isotope values to demarcate time along the baleen plate, as these values change predictably with annual migration cycles, but they did not consider the potential interplay between hormone and stable isotope values. They found that corticosterone was elevated during pregnancy and lactation, whereas cortisol had more variable, brief spikes along the temporal record, suggesting the two glucocorticoids react differently to stressors. Clark et al. (2016) investigated humpback whale hormones and stable isotope values throughout two feeding seasons to examine pregnancy rates and the impact of pregnancy on stable isotope values and found that pregnant females showed different isotope values than males or non-pregnant females. This potentially reflects changes in tissue synthesis, increased use of lipid stores, and reduced excretion of nitrogenous waste, allowing for a proposed model of predictable changes in hormone levels and corresponding stable isotope values over the life of reproductive female humpback whales.
Bird studies have made considerable progress combining hormone and stable isotope analyses, especially to examine the influence of provisioning on reproductive parameters. For example, Barger et al. (2016) found that sympatric species of murres (Uria spp.) changed their foraging behavior by traveling to different areas to forage for alternative prey during the energetically demanding periods of reproduction (incubation and chick-rearing) to possibly reduce competition. Tartu et al. (2014) found that luteinizing hormone may be impacted by mercury load which was in turn influenced by diet and age in snow petrels (Pagodroma nivea). Their findings support previous research that mercury reduce luteinizing hormone, thereby decreasing reproductive fitness, especially in long-lived birds (Tartu et al., 2013; Goutte et al., 2014). Kouwenberg et al. (2013) found that elevated corticosterone promoted foraging during molt in puffins (Fratercula arctica) which led to consumption of higher trophic level diet and increased egg mass during reproduction.
Further research in this area could combine assessments of body condition, stable isotope values, and hormone concentrations in marine megafauna. For example, photogrammetric information on body condition in cetaceans and pinnipeds could be related to reproductive stage, isotopic niche, and concentrations of stress hormones. Availability of food resources for sea turtles could be examined in relation to nesting frequency and reproductive output. Since various reproductive stages are nutritionally demanding, combining stable isotopes with both stress and reproductive hormone analyses may provide greater insight on the extent of fat storage utilization and nutritional condition throughout pregnancy and lactation. These methodological combinations would enable interesting comparisons across income and capital breeders.
Marine megafauna have complex and varied life history patterns accompanied by specific physiological adaptations and behaviors evolved to support these life histories. For example, long-distance annual migrations are common amongst many taxa. Yet, unraveling the specific determinants of these migrations has long been a subject of much research and speculation. Diet, hormones, offspring protection, thermal regulation, and other factors are all potential contributors to the complex process of migration (Brodie, 1975; Corkeron and Connor, 1999; Clapham, 2001), and the combination of stable isotope and hormone analyses has been used to better understand drivers of migration, especially in birds. For instance, Warne et al. (2015) examined potential determinants of migratory timing in saw-whet owls (Aegolius acadicus). They used stable oxygen (δ18O) or δ deuterium (δ2H) isotope values to indicate location or arrival of owls on breeding grounds, and they observed that corticosterone was elevated in birds that migrated earlier. Higher corticosterone levels in owl feathers and blood were related to increased foraging and migratory preparedness/body condition which presumably contributed to the early onset of migration in certain owls. Covino et al. (2017) found that in combining analyses of stable hydrogen isotope values, which indicate proximity to breeding grounds, with testosterone concentrations, which correlate with increased breeding preparation, they were able to decipher the timing of breeding preparedness in male songbirds (Mniotilta varia) in relation to their long-distance migrations. During migration, these birds must devote energy to the journey, as well as toward development of breeding characteristics that prepare them for reproduction when they arrive at the breeding ground. The δ2H values indicated that male songbird testosterone levels increased as they approached the breeding area, whereas the reproductive schedule for female songbirds did not show such geographically linked timing and requires further exploration.
For many species of migratory marine megafauna, the ability to fast for half the year is routine. Such fasting requires extreme physiological adaptations that are currently poorly understood and that could be greatly informed via combined hormone and stable isotope analyses. Additionally, differences in physiological responses that occur in animals evolved to experience routine (e.g., migratory) fasting versus those forced to endure unexpected and catastrophic fasting (e.g., declining productivity experienced in certain marine systems during climate-induced warming events) could be investigated through these combined methods. For example, elevated δ15N values and corresponding high cortisol levels measured in blood from starving animals may indicate more extreme nutritional stress, whereas lower δ15N values and higher cortisol levels may indicate normal fasting conditions in a migratory capitol breeder. In the marine environment, stable oxygen (δ18O), or δ deuterium (δ2H) isotope values can provide additional gradients for tracking movements in the ocean, especially between coastal and offshore habitats, and polar and temperate latitudes (McMahon et al., 2013; MacAvoy et al., 2017). In polar regions, the inclusion of δ2H may correlate to sea ice concentration (deHart and Picco, 2015), offering opportunities to examine migration, sea ice conditions, and stress by combining stable isotope and hormone analyses. Finally, it should be mentioned that other technological tools, such as biologging and tagging devices, are natural complements to stable isotope and hormone analyses for the study of migration and life history.
Evolutionary and Ecological Drivers
In addition to the above areas of research, the subject of evolutionary versus ecological determinants of population parameters and behavior might also be explored with the combination of stable isotopes and hormone analyses. Yet, to our knowledge, nothing on this subject has been published thus far. We suggest that future studies examine questions that begin to address the topic of plasticity. For example, when resources change, do individuals alter their reproductive or movement behaviors in order to adapt to the new conditions or do they maintain behaviors because they have evolved to do so? When a population is declining or increasing, do they respond differently to changes in their environment? Such questions are often very challenging to address with observational data. Yet the integration of hormone analyses and stable isotope methods, along with other established and emerging population metrics, may enable exploration of reproductive and ecological responses to both external and internal drivers. Improved understanding of individual and population responses to change would be a valuable asset to conservation and management efforts.
Conclusion and Next Steps
Combined investigations using stable isotopes and hormones could address questions at a variety of biological levels, progressing from external (e.g., changes in habitat conditions or prey availability) to internal (e.g., physiological) and individual (e.g., reproduction or migration) to population-level responses (e.g., population abundance) (Figure 3). The combination of these analyses in studies of marine megafauna can allow for layering of multiple questions and lines of evidence to inform management decisions or conservation issues. Each of these broad areas of research (Figure 3) will require methodological developments as the ecological, evolutionary, and life history investigations evolve.
FIGURE 3. Summary schematic of the numerous current and future research topics that could be further developed with the combination of stable isotope and hormone analyses. The schematic is organized by biological level progressing from external variables impacting marine megafauna, to internal physiological drivers, then to topics relating to individual animals as well as population-level investigations.
While there is a suite of methodological developments that would be useful (e.g., further research on storage considerations that enable both types of analyses on the same tissue, etc.), there is one major topic that should be the focus of near-term efforts to develop this field. More methodological research is needed to enable the successful temporal alignment of these two analytical techniques. For example, while hormones have dedicated metabolic pathways that control their half-life and concentration in each tissue type, stable isotopes are metabolized coincident with the tissue they are in. Thus, these two markers are both subject to, and reflect different physiological processes and time scales which complicate attempts to evaluate them in parallel. Consequently, research is needed on the durations, amplitudes, and incorporation rates of each signal compared to the other, across multiple matrices. Quantification of the amounts of each incorporated marker, their detectable levels, and the recording rate of each marker will require controlled experiments. Researchers with access to captive animals or large archival collections, such as those in museums and zoological collections, are aptly poised to develop such investigations. These will be pivotal to conservation and management applications of integrated hormone and stable isotope techniques.
AF led study design. All authors were involved in manuscript research, writing, figure preparation, and review of final drafts.
Funding was provided by the Smithsonian Institution’s James Smithson Postdoctoral Fellowship Program, the Smithsonian Institution Women’s Committee, the University of California, San Diego, and the Office of Naval Research Grant #N0001417IP00068.
Conflict of Interest Statement
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
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Keywords: stable isotope, hormone, mammal, turtle, cetacean, pinnipedia, marine
Citation: Fleming AH, Kellar NM, Allen CD and Kurle CM (2018) The Utility of Combining Stable Isotope and Hormone Analyses for Marine Megafauna Research. Front. Mar. Sci. 5:338. doi: 10.3389/fmars.2018.00338
Received: 20 December 2017; Accepted: 04 September 2018;
Published: 25 September 2018.
Edited by:Lars Bejder, University of Hawai‘i at Mānoa, United States
Reviewed by:Luis Cardona, University of Barcelona, Spain
Neil Randell Loneragan, Murdoch University, Australia
Copyright © 2018 Fleming, Kellar, Allen and Kurle. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.