All of the wild 'pure' citrus species trace to a common ancestor that lived in the Himalayan foothills, where a late-Miocene citrus fossil, Citrus linczangensis, has been found. At that time, a lessening of the monsoons and resultant drier climate in the region allowed the citrus ancestor to expand across south and east Asia in a rapid genetic radiation. After the plant crossed the Wallace line a second radiation took place in the early Pliocene (about 4 million years ago) to give rise to the Australian species. Most modern cultivars are actually hybrids derived from a small number of 'pure' original species. Though hundreds of species names have been assigned, a recent genomic study by Wu, et al. identified just ten ancestral species of citrus among more than a hundred cultivars studied. Of these ten, seven were native to Asia: pomelo (Citrus maxima), the 'pure' mandarins (C. reticulata – most mandarin cultivars were hybrids of this species with pomelo), citrons (C. medica), micranthas (C. micrantha), the Ichang papeda (C. cavaleriei), the mangshanyegan (C. mangshanensis), and the oval (Nagami) kumquat (Fortunella margarita or C. japonica var. margarita). Three from Australia were identified: the desert lime (C. glauca), round lime (C. australis) and the finger lime (C. australasica). Many other cultivars previously identified as species were found to be closely related variants (subspecies or varieties) or hybrids of these species, though not all cultivars were evaluated. Subsequent studies have added two additional species to this list of pure species: a mandarin native to the Ryukyu Islands designated C. ryukyuensis, and a rare wild species from Southeast Asia, the mountain citron. A number of further species originally placed in other genera have recently been subsumed into Citrus as a result of phylogenetic analysis, but these have yet to be characterized on a phylogenomic level to confirm their status as unique pure species.
Artificial interbreeding seems possible among all citrus plants, though there are certain limitations to natural interbreeding due to plant physiology and differences in natural breeding seasons. This ability to cross-pollinate extends to some related species that some classifications place in distinct genera. The ability of citrus hybrids to self-pollinate and to reproduce sexually also helps create new varieties, as does spontaneous mutation and genome duplication. The three most predominant ancestral citrus taxa are citron (C. medica), pomelo (C. maxima), and mandarin (C. reticulata). These taxa interbreed freely, despite being quite genetically distinct, having arisen through allopatric speciation, with citrons evolving in northern Indochina, pomelos in the Malay Archipelago, and mandarins in Vietnam, southern China, and Japan. The hybrids of these taxa include familiar citrus fruits like oranges, grapefruit, lemons, and some limes and tangerines. These three have also been hybridized with other citrus taxa, for example, the Key lime arose from a citron crossing with a micrantha. In many cases, the varieties are propagated asexually, and lose their characteristic traits if bred. Some of the hybrids have in turn interbred with one another hybrid or with the original taxa, making the citrus family tree a complicated network.
Initially, many citrus types were identified and named by individual taxonomists, resulting in a large number of identified species: 870 by a 1969 count. Some order was brought to citrus taxonomy by two unified classification schemes, those of Chōzaburō Tanaka and Walter Tennyson Swingle, that can be viewed as extreme alternative visions of the genus.
Swingle's system divided the Citrinae subtribe into three groups, the 'primitive citrus' distant relatives, the closer 'near citrus' including citrus-related genera like Atalantia, and the "true citrus", for the species that had historically been placed in Citrus but many of which he elevated to separate genera: Poncirus (trifoliate orange), Fortunella (kumquat), Eremocitrus (desert limes), Microcitrus (finger and round limes), as well as an additional genus, Clymenia, formerly thought to be a citrus hybrid. His Citrus he likewise subdivided into two subgenera: citrons, pomelos, mandarins, oranges, grapefruits and lemons were placed in subgenus Eucitrus (later called simply subgenus Citrus), while the hardy but slow-growing trees with relatively unpalatable fruit he placed in subgenus Papeda. His genus Citrus consisted of just 16 species, dividing them further into varieties, and lastly cultivars or hybrids. The Swingle system is generally followed globally today with much modification; there are still large differences in nomenclature between countries and individual scientists.
The 'Tanaka system' (1954) instead provides a separate species name for each cultivar, regardless of whether it is pure or a hybrid of two or more species or varieties, and resulted in 159 identified species. It thus represents an example of taxonomic "splitting", and in assigning separate species names to horticultural variants does not conform to the standard species concept. Tanaka also divided into subgenera, but different than in Swingle's system, introducing Archicitrus (which he subdivided into five sections, Papeda, Limonellus, Aruntium, Citrophorum and Cephalocitrus) and Metacitrus (divided into Osmocitrus, Acrumen and Pseudofortunella). This system is commonly used in Tanaka's native Japan. A 1969 analysis by Hodgson intended to harmonize the two schemes accepted 36 species.
In 2020, a new taxonomic system was proposed by Ollitrault, Curk and Krueger, with the goal of harmonizing traditional naming systems with the new genomic data that have both allowed the pure ancestral species to be distinguished from hybrids, and enabled the ancestry of those hybrids to be identified among the ancestral species. In their system, each ancestral species has a binomial name, while a unique species name is reserved for each combination of ancestral species, independent of the specific order of crossing or proportional representation of the ancestral species in a given hybrid.
Individual hybrids of each type are then distinguished by a variety name. Thus hybrids that are crosses between mandarin (C. reticulata) and pomelo (C. maxima) would all be C. × aurantium, with specific crosses including: C. × aurantium var. sinensis for the sweet orange, C. × aurantium var. paradisi for grapefruit, and C. × aurantium var. clementina for the clementine. Likewise, hybrids combining mandarins and citrons would all be varieties of C. × limonia, those of pomelo and citron, C. x lumia, while tri-species hybrids of citrons, pomelos and mandarins would be C. × limon, and a tetra-species cross involving these three species along with C. micrantha would be C. × latifolia.
This naming system focused on the four species ancestral to most commercial hybrids, and did not include similar species designations for more exotic hybrids involving other citrus species, such as the Ichang papeda, kumquat, or trifoliate orange. Likewise, Ollitrault, Curk and Krueger accepted that the whole-genome characterization necessary to unambiguously assign a hybrid species name under their system is not available for many varieties.
In an observation originally made in a study of their hybrid progeny, a subspecies-level division has been characterized in this mainland-Asian species. Wang, et al., found that domesticated mandarins fell into two genetic clusters that linked to different branches of the tree of wild mandarins, had different deduced population histories and had distinct patterns of pomelo introgression, suggesting that they derive from separate domestication events. Wu, et al., would later extend this observation, similarly detecting two divergent subspecies within the wild populations that gave rise to Wang's northern and southern domesticate classes, which they described as 'common mandarins' and mangshanyeju (Mangshan wild mandarins). It was specifically in the latter that a genetic mutation caused by the insertion of a transposable element adjacent to the CitRKD1 gene led to the ability of these mandarins to reproduce asexually through apomixis, a characteristic passed down to the subspecies' hybrid descendants such as hybrid mandarins, oranges, lemons and grapefruit.
A distinct class of mandarins are native to the Japanese and neighboring islands. Initial characterization of one of these, the Tachibana orange (Tanaka's Citrus tachibana), native to Taiwan, the Ryukyu Islands and southern Japan, classified it as a subspecies nesting within the wild mandarins of the East-Asian mainland. However, a directed study of these island cultivars revealed the existence of a second mandarin true-species that diverged from the mainland species between 2.2 and 2.8 million years ago, following the geographical isolation of the islands through rising sea levels. Unlike the mainland species, this Ryukyu mandarin, named C. ryukyuensis, reproduces sexually. The previously-characterized island cultivars, including the Tachibana, proved to be either natural F1 hybrids between this native Ryukyu mandarin and mainland mandarin species that had recolonized the islands after a period of isolation, or else later agricultural hybrids with introduced Asian cultivars.
'Mangshan wild mandarin' is a name used for all of the similar-looking wild mandarin-like fruit of the Mangshan area, but has been found to include two genetically-distinct groups, one representing pure, wild "true" mandarins (the mangshanyeju subspecies of C. reticulata), and the other the genetically-distinct and only distantly-related species, the mangshanyegan (C. mangshanensis), akin to another local fruit known as the yuanju, and found to be the most distant branch of all the citrus.
Subsequent study of the many commercial citrus lineages revealed such complexity that the genera could not be separated, and genomic analysis rooted Fortunella within the polyphyletic tree of Citrus. As a result there is growing acceptance for the restoration of kumquats to Citrus, though the assignment of individual species among the kumquats remains controversial due in part to insufficient genomic data on the variants. The Flora of China unites all kumquats as the single species, Citrus japonica. Based on chromosomal analysis, Yasuda, et al., identified Jiangsu and Malayan kumquats as hybrids and see the remainder of the Eufortunella subgenus as a single species, while retaining a distinct species designation for the Hong Kong kumquat.
Hybrid taxonomy is inconsistent. There is disagreement over whether to assign species names to hybrids, and even modern hybrids of known parentage are sold under general common names that give little information about their ancestry, or even imply technically incorrect identity. This can be a problem for those who cannot eat some citrus varieties. Drug interactions with chemicals found in some citrus, including grapefruit and Seville oranges, make the ancestry of citrus fruit of interest: many commonly sold citrus varieties are grapefruit hybrids or pomelo-descended grapefruit relatives. One medical review has advised patients on medication to avoid all citrus juice, although some citrus fruits contain none of the problematic furanocoumarins. Citrus allergies can also be specific to only some fruit or some parts of some fruit.
All of these hybrids have in turn been bred back with their parent stocks or with other pure or hybrid citrus to form a broad array of fruits. Naming of these is inconsistent, with some bearing a variant of the name of one of the parents or simply another citrus with superficially-similar fruit, a distinct name, or a portmanteau of ancestral species. The Ponderosa lemon (Citrus limon × medica) and Florentine citron (Citrus × limonimedica) are both true lemon/citron hybrids, the Bergamot orange is a sweet orange/lemon hybrid and the Oroblanco is a grapefruit/pomelo mix, while tangelos are tangerine (mandarin)/pomelo or mandarin/grapefruit hybrids, orangelos result from grapefruit backcrossed with sweet orange, and a sweet orange backcrossed with a tangerine gives the tangor. One lumia, a member of the sweet lemons, is the product of crossing a lemon with a pomelo/citron hybrid, though another lumia variety, the Pomme d'Adam, is a micrantha/citron cross, like the Key lime. The most common and commercially popular 'limes', the Persian limes, are Key lime/lemon hybrids that combine the genetic lineages of four ancestral citrus species: mandarin, pomelo, citron and micrantha.
Historically, hybrids with similar characteristics have been placed together in a number of hybrid species, yet relatively recent genomic analysis has revealed some hybrids assigned to the same species to be of quite distinct ancestry. No alternative system of grouping fruit in hybrid species has been adopted.
While most citrus hybrids derive from the three core species, hybrids have also been derived from the micrantha, Ichang papeda, kumquat, Australian limes, and trifoliate orange. The best known hybrid from micrantha is the Key lime (or Mexican lime), derived from the breeding of a male citron and a female micrantha. Several citrus varieties are Ichang papeda/mandarin crosses (for which Swingle coined the term ichandarin), including Sudachi and Yuzu (which also includes smaller contributions from pomelo and kumquat). Other more exotic citrus have likewise proved hybrids that include papeda. For example, the Indian wild orange, once suggested as a possible ancestor of today's cultivated citrus fruits, yielded conflicting phylogenetic placements in more limited genetic analysis, but study of nuclear markers and chloroplast DNA showed it to be of maternal citron lineage, with further genetic contributions from mandarin and papeda.
Due to the sterility of many of the genetic hybrids as well as disease- or temperature-sensitivity of some Citrus trees, domesticated citrus cultivars are usually propagated via grafting to the rootstock of other, often hardier though less palatable citrus or close relatives. As a result, graft hybrids, also called graft-chimaeras, can occur in Citrus. After grafting, the cells from the scion and rootstock are not somatically fused, but rather the cells of the two intermix at the graft site, and can produce shoots from the same tree that bear different fruit. For example, the 'Faris' lemon, has some branches with purple immature leaves and flowers with a purple blush that give rise to sour fruit, while other branches produce genetically distinct sweet lemons coming from white flowers, with leaves that are never purple. Graft hybrids can also give rise to an intermixed shoot that bears fruit with a combination of the characteristics of the two contributing species due to the presence of cells from both in that fruit. In an extreme example, on separate branches Bizzarria produces fruit identical to each of the two contributing species, but also fruit that appears to be half one species and half the other, unmixed. In taxonomy, graft hybrids are distinguished from genetic hybrids by designating the two contributing species with a plus sign between the individual names (Citrus medica + C. aurantium).
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