Episodic global dispersal in shallow water marine
organisms: the case history of the European
shore crabs
Carcinus maenas
and
C. aestuarii
James T. Carlton
1*
and Andrew N. Cohen
2 1
Maritime Studies Program, Williams
College-Mystic Seaport, Mystic, CT, USA and
2
San Francisco Estuary Institute, Oakland,
CA, USA
Abstract
Aim
This paper evaluates global collection records, evidence of anthropogenic transport
methods, and experimental and distributional data relative to temperature requirements
to understand the historical and potential dispersal of a well-known genus of estuarine
crab.
Location
The records analysed are from temperate and tropical coastal ocean areas.
Methods
The study is based primarily on literature analysis and examination of
museum specimens.
Results
The human-mediated successful global dispersal of the European shore crabs
Carcinus maenas
(Linnaeus, 1758) and
C. aestuarii
(Nardo, 1847) occurred in three
major episodes: around 1800, in the 1850s–70s, and in the 1980s–90s. The nineteenth
century introductions occurred through transport by ships (probably in hull fouling or in
solid ballast), while the introductions in the 1980s could have occurred through a greater
variety of dispersal mechanisms (ships
Õ
hull fouling and seawater system fouling; fouling
on semisubmersible drilling platforms; ballast water; transport with fisheries products
intended for food or bait; scientific research; releases from aquaria maintained for
educational or scientific purposes; or intentional non-governmental releases for human
food production). These introductions have resulted in
Carcinus
Õ
establishment in five
temperate regions outside of its native Europe in Atlantic North America, Australia,
South Africa, Japan and Pacific North America, while releases into tropical regions have
not established populations.
C. maenas
Õ
range in both its native and introduced regions
appears to be regulated by similar temperature parameters, enabling an assessment of its
potential distribution.
Main conclusions
The second episode of
Carcinus
Õ
global dispersal, the period from the
1850s to 1870s, may be part of a broader surge of world-wide invasions caused by an
increase in shipping.
Keywords
Australia, ballast water, biological invasion, California,
Carcinus aestuarii
,
Carcinus
maenas
,
Carcinus mediterraneus
, dispersal, Europe, fouling, green crab, introduction,
invasion history, Japan, South Africa, United States.
*Correspondence: James T. Carlton, Maritime Studies Program, Williams College-Mystic Seaport, 75, Greenmanville Avenue, PO Box 6000, Mystic, CT 06355,
USA. E-mail: jcarlton@williams.edu
Journal of Biogeography,
30
, 1809–1820
Ó
2003 Blackwell Publishing Ltd
I N T R O D U C T I O N
Despite growing recognition of the extent of invasions in
coastal waters (Cohen & Carlton, 1998; Carlton, 1999a,
2001; Ruiz
et al.
, 2000; Grosholz, 2002), little is known of
the temporal patterns of these invasions. Detailed histories
of marine invasions and the timing of human-mediated
transport mechanisms have been developed for only a few
species. These include the Atlantic snail
Littorina littorea
Linnaeus, 1758 (Carlton
et al.
, 1982), the Asian seaweeds
Sargassum muticum
Yendo (Fensholt) (Critchley, 1983) and
Codium fragile tomentosoides
(van Goor) Silva (Carlton &
Scanlon, 1985), the Indian Ocean isopod
Sphaeroma walkeri
(Stebbing, 1905) (Carlton & Iverson, 1981) and the Asian
isopod
Synidotea laevidorsalis
Miers, 1881 (Chapman &
Carlton, 1991, 1994).
The recent establishment of the European shore (or
green) crab
Carcinus maenas
(Linnaeus, 1758) (Fig. 1) on
the Pacific coast of North America (Cohen
et al.
, 1995;
Grosholz & Ruiz, 1995) prompted us to review and cor-
rect the description of its global spread over the past two
centuries, both to clarify patterns in its dispersal and to
provide a basis for predicting its further range expansion.
We also review the distribution and spread of its congener
C. aestuarii
(Nardo, 1847) (
¼
C. mediterraneus
Czer-
niavsky, 1884), briefly consider other invasion episodes
contemporaneous with one major period in
Carcinus
Õ
dis-
persal history, and suggest that further investigation may
reveal a period in the nineteenth century when new inva-
sions began to increase dramatically because of a surge in
global shipping.
M A T E R I A L S A N D M E T H O D S
We examined collections for older reported material of
Carcinus
at the Smithsonian Institution National Museum of
Natural History, Washington, DC (NMNH) and at the Yale
University Peabody Museum of Natural History, New
Haven, CT (PMNH). In addition, we assembled and rean-
alysed all previous (and some long overlooked) reports and
records of
Carcinus
from around the world.
The existence of two species,
C. maenas
and
C. aestuarii
,
has been argued on various morphological grounds. In
material that we examined we distinguished these species
using morphological characters as previously described
(Cohen
et al.
, 1995). Recently, molecular genetic techniques
have been utilized to distinguish these species (Geller
et al.
,
1997; Bagley & Geller, 2001).
R E S U L T S
Global pattern of episodic dispersal
Carcinus maenas
is native to Atlantic Europe and perhaps
northwest Africa (Appendix 1, Fig. 2) while
C. aestuarii
is
native to the Mediterranean Sea and perhaps the Canary
Islands (Appendix 1). In common with many coastal marine
invertebrates, the extreme high and low latitude range
records may represent occasional larval sets to the north or
south, or temporary range expansions related to favourable
but transient climatic and environmental conditions.
Outside of Europe,
C. maenas
or
C. maenas
-hybrids have
become established in five major regions of the globe (the
northwest and southeast Atlantic Ocean, and the northwest,
northeast and southwest Pacific Ocean) and
C. aestuarii
or
C. aestuarii
-hybrids in two of these (the southeast Atlantic
Ocean and the northwest Pacific Ocean). We suggest that
Carcinus
has successfully spread around the world in three
major episodes: (1) in a period around 1800, (2) in the
1850s–70s, and (3) in the 1980s–90s.
Carcinus maenas
was first reported in two regions outside
of Europe in 1817. Material recently relocated in the
Ô
His-
torical Collections
Õ
of the Muse´um Nationale d’histoire
Naturelle (MNHN) and labeled
Ô
Red Sea
Õ
was collected by
Savigny either during the expedition to Egypt in 1799–1801
or a little later, and illustrated and identified as
C. maenas
(Savigny, 1817; Audouin, 1826; D. Guinot, pers. comm.,
1999). Based upon pleopod morphology, the specimens are
C. maenas
(D. Guinot, pers. comm., 1999). The collection of
C. maenas
in the Red Sea prior to the 1869 opening of the
Suez Canal suggests transport on a ship travelling around
Africa.
The only other early nineteenth-century record of
Carci-
nus
outside of Europe was in North America, where it
became established. Major transatlantic trade routes were in
place by this time, with ships carrying manufactured goods
from Europe to North America in trade for tobacco, furs,
indigo, naval stores, and other products (Natkiel & Preston,
1986). Say (1817) reported
C. maenas
[mistakenly describ-
ing it as a new species (Appendix 1)] from the east coast of
the USA without providing a specific locality. Rathbun
(1930) believed that Rafinesque’s (1817) report of
Ô
Portunus
menoides
Õ
from New York and New Jersey referred to
C. maenas,
but since Rafinesque noted two wrist spines as
opposed to the single spine of
Carcinus,
his material may
have been
Ovalipes ocellatus
(Herbst, 1799). De Kay (1844)
reported
C. maenas
abundant in Long Island Sound and at
Newport, Rhode Island.
Writing in 1871, Verrill
et al.
(1873) reported
C. maenas
Õ
distribution to be from New Jersey to Cape Cod and sug-
gested that the crab’s failure to range as far north as it did in
Figure 1
Carcinus maenas
(Linnaeus, 1758) from Rathbun (1930).
Ó
2003 Blackwell Publishing Ltd,
Journal of Biogeography
,
30
, 1809–1820
1810 J. T. Carlton and A. N. Cohen
Europe indicated that it was a distinct species. However,
C. maenas
continued to move north. It was collected at
Provincetown on the northeast tip of Cape Cod in 1872, at
Boston and in southern Maine in the 1890s, and at the
Canadian border in 1951. By 1964, it had spread around the
Bay of Fundy and south-eastern Nova Scotia as far as
Halifax, by 1982 had advanced another 130 km to Mar-
ie-Joseph, and in the late 1990s reached Cape Breton Island,
passed through Canso Strait and arrived on the eastern shore
of Prince Edward Island (Smith, 1879; Glude, 1955; Welch,
1968; Nova Scotia Museum collections; Gillis
et al.
, 2000).
Several workers, including Rachel Carson in
The Edge of the
Sea
(Carson, 1955), have suggested that
C. maenas
Õ
north-
ward expansion along the Gulf of Maine and into Canada
was related to warming trends (Glude, 1955; Taylor
et al.
,
1957; Welch, 1968; Vermeij, 1978), but it is possible that
these movements were a gradual post-introduction filling of
C. maenas
Õ
potential range.
Carcinus
resumed its transoceanic voyages in the late
1850s. Crabs reported as
C. maenas
were collected in 1857
at Rio de Janeiro, Brazil (Heller, 1865), in 1866 in the Bay of
Panama (Smith, 1879), in 1866 or 1867 in Sri Lanka (Wood-
Mason, 1873), and in 1873 in the Hawaiian Islands (Streets,
1877). Alcock (1899), followed by later workers, reported
C. maenas
Ô
off the coast of Pernambuco, Brazil
Õ
, but provi-
ded neither a reference nor a collection date. Records from
Ô
India
Õ
cited by various authors also originate with Alcock
(1899) who, however, was apparently referring to the Sri
Lanka record (Chopra & Das, 1937). Later workers (Ed-
mondson, 1954; Almac¸a, 1962, 1963) questioned Streets
Õ
report of
Carcinus
from Hawaii. For all these records the last
reported examination of any specimens occurred prior to
C.
aestuarii
Õ
s being recognized as a separate species in the 1950s
(Forest, 1957; Holthuis & Gottlieb, 1958). However, we
examined Streets
Õ
Hawaiian specimen (NMNH 2299) and
the 1866 specimen from the Bay of Panama (PMNH 9535),
and confirm that both are
C. maenas
. Although some mod-
ern workers continued to include these many locations
within the distribution of
C. maenas
, there have been no
additional records reported from these sites and we conclude
that
Carcinus
is established only at the locations described in
Appendix 1A.
Of all the
C. maenas
transported to the corners of the
world from Europe or North America in the latter half of
the nineteenth century, one distant population survived. In
the spring of 1900, Fulton & Grant (1900) reported
C. maenas
as
Ô
plentifully distributed
Õ
in the region of Port
Phillip, Victoria, Australia, where local anglers frequently
caught it in their nets. While Fulton & Grant (1900) noted
that
C. maenas
was neither found in a careful search of Port
Phillip in 1855 nor mentioned in Haswell’s (1882) mono-
graph on Australian decapods, they later (1902) suggested
that
C. maenas
may have been transported to Australia as
early as the 1850s on lumber ships from Europe. In concert
with the pattern noted above, we suggest that
C. maenas
may have arrived in Port Phillip by the 1870s or 1880s, and
was well established by 1900. At the least, the date of
establishment of
C. maenas
in Australia can be assumed to
be no later than the mid 1890s, given its abundance in the
spring of 1900. Indeed, in 1877, Streets had already noted
the existence of a specimen of
C. maenas
(which we have
been unable to locate) questionably labelled from Australia.
In a pattern reminiscent of its invasion of the north-
western Atlantic,
C. maenas
dispersed along the Australian
coast after a long quiescent period. In 1971, it was first
found to the north of Victoria, in 1976 to the west, and
in 1993 on the northeast coast of Tasmania. These move-
ments may represent a combination of natural spread and
introductions by shipping (Zeidler, 1978; Rosenzweig, 1984;
Gardner
et al.
, 1994). Genetic analyses indicate that the
Hawaiian Islands
(1873)
Western North
America
(1989-90)
Bay of
Panama
(1866)
Eastern
North America
(1817)
Europe &
North Africa
(native)
Pernambuco
(<1899)
Rio de
Janeiro
(1857)
South
Africa
(1983)
Red Sea
(<1817)
Madagascar
(1922)
Pakistan
(1971)
Sri Lanka
(1866-67)
Myanmar
(1933)
Perth
(1965)
Australia
(1900)
Tasmania
(1993)
Japan
(1984)
Figure 2
Occupied and Potential Range of
Carcinus maenas
(Linnaeus, 1758).
Black bands
: occupied range of
C. maenas
or populations
with
C. maenas
genes.
Gray bands
: potential range of
C. maenas
.
Black circles
: one-time collections of
Carcinus
species in regions without
established populations. First or one-time collection dates are given. See text and appendix for details of records, ranges, genetic information and
species identification.
Ó
2003 Blackwell Publishing Ltd,
Journal of Biogeography
,
30
, 1809–1820
Episodic global invasion patterns in shore crabs
1811
southern Australia population was founded from Europe,
and the Tasmania population was founded from southern
Australia (Bagley & Geller, 2001).
There were surprisingly few reports of
Carcinus
in new
locations from 1900 to 1970s and, curiously, all verified
records are from the greater Indian Ocean.
Carcinus
spe-
cimens collected in the Suez Canal in 1924 at 5 km from
the northern end (Calman, 1927) and in 1934 (Monod,
1938) were apparently
C. aestuarii
(Holthuis & Gottlieb,
1958). Three specimens of
C. maenas
were collected in
Nossi (Nosy) Be, Madagascar in 1922 (Guinot, 1967;
D. Guinot, pers. comm., 1995, 1997). Four large, parasi-
tized (castrated) male
C. maenas
were collected from
Maungmagan, Myanmar (Burma) in 1933 (Chopra & Das,
1937; Boschma, 1972). A single male
C. maenas
was col-
lected at Perth, Australia in 1965 (Zeidler, 1978), and a
single ovigerous female was collected at Karachi, Pakistan,
in the Arabian Sea in 1971 (Tirmizi & Ghani, 1983;
Tirmizi & Kazmi, 1996). There are no additional records
of
Carcinus
from any of these sites, and thus no indication
of the establishment of reproducing populations. The per-
iodic appearance of
Carcinus
in the greater Indian Ocean
during the twentieth century could be related to the
opening of the Suez Canal in 1869, or to the establishment
of a substantial population in southern Australia by the
1920s, or to both. If genetic material can be recovered from
these museum specimens (as has been carried out with
dried mollusc specimens from the nineteenth century;
Geller, 1999), then it may be possible to determine the
source population (Bagley & Geller, 2001) and thus the
likely transport route of these crabs.
Carcinus
Õ
third episode of successful dispersal began in
the 1980s. In 1983, crabs identified as
C. maenas
were
collected at Table Bay Docks in Cape Town, South Africa.
By 1988 these crabs had spread 20 km to the north to
Melkboostrand and 15 km south to Camps Bay (Le Roux
et al.
, 1990; Griffiths
et al.
, 1992).
Carcinus
remains
established only in the greater Cape Town region; a mating
pair found 117 km to the north on a bed of cultured
mussels in Saldanha Bay in 1990 remains the only record
outside of the Cape Town area, and none have been found at
Saldanha since (C. Griffiths, pers. comm., February 2000).
Genetic analyses revealed genotypes of both
C. maenas
and
C. aestuarii
at Table Bay Docks, with genetic variability
indicative of multiple invasions from the Atlantic and Medi-
terranean region of Europe (Geller
et al.
, 1997; Bagley &
Geller, 2001).
Crabs identified as
C. aestuarii
were collected in Japan in
Tokyo Bay in 1984, and in Sagami, Osaka and Dokai bays in
the 1990s (Sakai, 1986; Takeda & Horikoshi, 1993;
Watanabe, 1997; Furota
et al.
, 1999). The 1959 date given
by Sakai for the initial collection of these crabs is incorrect
(S. Watanabe, pers. comm., 1997). Genetic analyses revealed
genotypes of both
C. maenas
and
C. aestuarii
in Tokyo Bay
(Geller
et al.
, 1997). Microsatellite DNA indicates a single
invasion by a hybrid population from Europe (Bagley &
Geller, 2001), possibly from the transition zone in the wes-
tern Iberian Peninsula where crabs resembling both
C. maenas
and
C. aestuarii
are found (Almac¸a, 1961; Geller
et al.
, 1997), or from bays or harbours where the two species
have been mixed through human transport.
In 1989–90 crabs identified as
C. maenas
were collected in
San Francisco Bay, CA, along with a single large male from
the Estero Americano, a small estuary 45 km to the north.
By 1993–94
Carcinus
had spread to five small, nearby
estuaries from Elkhorn Slough (Monterey Bay) in the south
to Bodega Harbor, CA, in the north, a total distance along
the coast of 230 km.
Carcinus
was found in Morro Bay,
200 km south of Elkhorn Slough, in 1998 (E. Grosholz, pers.
comm., 1998). From central California
Carcinus
spread
rapidly northward (Appendix 1A). Specimens were found in
Humboldt Bay, CA, 320 km north of Bodega Bay, in 1995;
in Coos Bay, OR, 300 km further, in 1997; in several
additional bays in Oregon and in Willapa Bay, WA, and
Grays Harbor, WA, reaching 400 km further north, in 1998.
Specimens were then found in British Columbia in 1999 and
2000 (Appendix 1A). Multiple generations and considerable
numbers of crabs, including some ovigerous females, have
been found in some of these embayments. Some of these
populations may result from local reproduction, or from
recruitment of larvae from central California populations in
years with strong northward currents (El NinËœo events). As of
June 2003 it is unclear which locations north of California
support established populations.
Genetic analysis of Bodega Harbor crabs indicate that the
population was founded from Atlantic North America
(Bagley & Geller, 2001).
D I S C U S S I O N
Dispersal mechanisms
Carcinus
has been transported around the world by a variety
of dispersal mechanisms associated with human activity,
with new mechanisms added over time. Natural transport
does not appear to have been responsible for founding any of
the transoceanic populations. Timing and genetics indicate
that the populations in Atlantic North America, Australia,
South Africa and Japan were founded from Europe, and the
Pacific North American population from Atlantic North
America (Bagley & Geller, 2001).
Carcinus
has not been
reported from floating algae or wood in the open ocean
(Cohen
et al.
, 1995), and in several laboratory studies its
planktonic larval period has been found to range from
17–27 days at 25
°
C to 44–80 days at 12
°
C (Williams,
1968; Dawirs, 1982; Dawirs and Dietrich, 1986; Harms and
Seeger, 1989; Mohamedeen and Hartnoll, 1989), with its
planktonic period potentially extended a few weeks more by
drift of postlarval crabs. Drifting from Europe or North
Africa via the Canary Current, North Atlantic Equatorial
Current, Antilles Current and Gulf Stream to reach near-
shore waters in the vicinity of New York would entail a
much longer voyage, including a passage through warm
equatorial waters estimated at 120–150 days (Scheltema,
1971) to 200–280 days (Thorson, 1961). The route from
Europe to South Africa runs counter to the prevailing current
Ó
2003 Blackwell Publishing Ltd,
Journal of Biogeography
,
30
, 1809–1820
1812 J. T. Carlton and A. N. Cohen
systems (Sverdrup
et al.
, 1942). The other passages are even
less likely. As with most other neritic, and particularly inner
shelf, invertebrates, transoceanic and interoceanic dispersal
in historical time is largely linked to human transport
mechanisms.
Carcinus
may have been moved about the world by at
least eight different transport mechanisms. These are:
(1)
Ship boring and fouling assemblages
. A number of
workers have linked
Carcinus
Õ
dispersal in the nineteenth
century to the movement of wooden-hulled vessels
which often were extensively bored by shipworms and
coated with dense fouling communities (Carlton, 1992;
Cohen
et al.
, 1995; Carlton, 1999a). Fulton & Grant
(1902) noted that many older vessels
Ô
had been patched
up with false bottoms which had become riddled with
[the shipworm]
Teredo navalis
and were fouled with
marine growths, affording ample shelter for the fry and
young crabs on their long voyage
Õ
. The change from
wooden to iron and steel ships that commenced in the
1880s, effectively began to eliminate these
Ô
internal
Õ
boring habitats in the hull. External ship fouling, while
vastly reduced in the twentieth century because of the
use of effective antifouling paints, faster vessel speeds,
and shorter time spent in ports, remains a potential
dispersal mechanism.
(2)
Solid Ballast
.
Carcinus
could have been transported
among rocks and stones used as solid ballast (Carlton,
1985, 1992) as suggested by G.M. Thomson (in Fulton
& Grant, 1900). The damp ballast holds of sailing
ships are known to have transported a diverse array of
maritime and terrestrial plants and animals (Lindroth,
1957).
Carcinus maenas
can live for at least 94 days
without food and resume normal feeding (Perkins
et al.
,
1965, cited in Clay, 1965), can live out of water at least
60 days when sheltered under seaweed, and more than
100 days when kept in bottles with gravel whose inter-
stices are filled with seawater (Perkins, 1967). Thus
nineteenth century transport with solid ballast would
appear possible. This transport mechanism has become
virtually extinct, replaced by the use of water ballast.
(3)
Fouled seawater pipes and sea chests
. In addition to
transport on fouled ship hulls,
Carcinus
could be trans-
ported among the organisms attached to the interior
surfaces of the seawater pipes or sea chests of ocean-
going vessels (Carlton, 1985, 1999b).
(4)
Semisubmersible exploratory drilling platforms
. A mod-
ern analogue of fouled hulls are the fouled frames of
exploratory drilling platforms, which are known to have
transported crabs across oceans (Carlton, 1987; Bercaw,
1993). These structures may be deployed at shallow
coastal sites for a long period of time, allowing the
development of an extensive fouling community, then
towed at relatively slow speeds to a new site in a distant
part of the world (where, in turn, there is ample time
for species to leave the platform). Le Roux
et al.
(1990)
suggested that
Carcinus
may have been transported to
South Africa by this means.
(5)
Ballast water
. As Cohen
et al.
(1995) noted,
Carcinus
larvae and juveniles are both transportable by ballast
water. As noted above, the duration of
C. maenas
Õ
planktonic larval stage is temperature-dependent, ran-
ging from 17 to 80 days. Ship voyages between relevant
regions of the globe could range from several weeks to
less than 2 weeks, depending upon the route, the type of
vessel and the number of port stops (Carlton
et al.
,
1995).
(6)
Seaweed transported with commercial fisheries products
.
Baitworms (glycerid and nereid polychaetes) and
American
lobsters
(
Homarus
americanus
Milne-
Edwards, 1837) are packed in the seaweed
Ascophyllum
nodosum
Linnaeus (Le Jolis) and air-shipped to markets
in North America, Europe, and elsewhere (Creaser
et al.
,
1983; Carlton, 1992; Lau, 1995; S. Fairservice, pers.
comm., 1996). These seaweeds, which harbour an
extensive living invertebrate fauna including
C. maenas
,
are routinely discarded into coastal and estuarine waters
by anglers, lobster importers and possibly restaurateurs
(Miller, 1969; Lau, 1995). Cohen
et al.
(1995) described
one
C. maenas
shipped with American Atlantic lobsters
to the north-eastern Pacific, and we have observed
C. maenas
in baitworm/algae shipments arriving in
California from Maine.
(7)
Education/research
.
Carcinus maenas
can be purchased
from biological supply houses, which will ship living
crabs to many destinations by overnight air express. The
popularity of
C. maenas
for experimental biology means
that at any given time it is probably present in many
college and university aquaria, poised for the escape or
release of adults or the discharge of small crabs or larvae in
flowing seawater systems, as has been documented for
other decapods in academic settings (Cohen
et al.
, 1995).
(8)
Private releases for fisheries purposes
. Finally, members
of the public could intentionally transport and release
Carcinus
in order to create new crab fisheries, as has
occurred with other crabs (Cohen
et al.
, 1995).
Predictions of future spread and range limits
Given the multitude of potential dispersal mechanisms now
operating to transport larval, juvenile, and adult
Carcinus
around the world, and given the potential for shorter-dis-
tance dispersal by natural or human-assisted mechanisms
once
Carcinus
has become established in a new region, it is
likely that these crabs will continue to both spread within the
regions they now inhabit outside of Europe and invade new
regions.
Cohen
et al.
(1995) reviewed the observational and
experimental evidence showing that
C. maenas
has an
upper temperature limit in the range of 18
°
–26
°
C based
on temperatures needed for successful reproduction and a
lower limit of around 0
°
C based on mortality of adult
crabs. Gillis
et al.
(2000) also report the death of crabs held
in ambient water after an extended exposure to water
temperatures of 0–1
°
C. Although other physical factors, or
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2003 Blackwell Publishing Ltd,
Journal of Biogeography
,
30
, 1809–1820
Episodic global invasion patterns in shore crabs
1813
biological factors such as the presence of competitors,
predators or disease, can also influence distribution, Cohen
et al.
(1995) concluded that temperature explained the
general latitude limits of
C. maenas
in the Atlantic, with
equatorial limits characterized by average summer surface
temperatures of
c.
22
°
C, and polar limits by average
winter ocean surface temperatures of
)
1
°
to 0
°
C (Sverd-
rup
et al.
, 1942).
If
C. maenas
Õ
potential range limits are in fact set by
factors correlated with average summer and winter surface
temperatures, then expansions of its populations within the
five regions outside of Europe where it now exists will be
limited as follows:
(1) In the northwest Atlantic,
C. maenas
will not extend
north of the lower Gulf of Saint Lawrence in Canada or
south of Chesapeake Bay.
(2) In Australia,
C. maenas
will reach a northern limit in
Western Australia around Jurien Bay, and in eastern
Australia south of Queensland. All of Tasmania lies
within its potential range.
(3) In southern Africa,
C. maenas
could spread north along
the west coast to the northern border of Namibia. It will
not become established in the Indian Ocean, where
summer water temperatures are too high.
(4) In the northwest Pacific, the waters along the north-
eastern shore of Honshu, the western shore of Hokkai-
do, and a part of the North Korean shore in the Sea of
Japan, fall within its temperature range. The distribution
of the two
Carcinus
species in Japan may ultimately
mimic their distribution in the north-eastern Atlantic:
maenas
to the north,
aestuarii
to the south (including the
Seto-naikai or Inland Sea, the
Ô
Japanese Mediterranean
Õ
)
with a transitional zone in which crabs of either geno-
type or hybrids may be found (around Tokyo, corres-
ponding to northern Morocco and the western part of
the Iberian Peninsula; Almac¸a, 1961).
(5) In the northeast Pacific, the potential range limits for
C. maenas
are, to the south, around Magdalena Island,
Baja California, Mexico, and to the north, north of the
Aleutian Peninsula around 60
°
N latitude.
These limits correspond generally with the borders of the
temperate shelf fauna as described by Ekman (1953). It
follows from this analysis that the many sites where one-time
collections of
C. maenas
have been reported – the Hawaiian
Islands, the Bay of Panama, Rio de Janeiro and Pernambuco
in Brazil, the Red Sea, Sri Lanka, Madagascar, Myanmar,
Pakistan and possibly Perth in Western Australia – are in
retrospect all too warm to support reproducing populations.
However,
C. maenas
remains absent from climatically suit-
able regions including New Zealand and the Pacific and
Atlantic coasts of South America from Tierra del Fuego,
Chile, to the northern border of Peru and the southern
border of Brazil. In all areas,
C. maenas
Õ
potential range may
be modified locally by bodies of water with naturally or
artificially warmer winter or cooler summer temperatures, or
altered on a larger scale by global climate change.
With
C. aestuarii
Õ
s native range bounded within the extent
of a largely enclosed sea (the Mediterranean) rather than by
latitude along ocean coasts, with a less extensive history of
invasion than
C. maenas
, and with considerably less pub-
lished work on its ecological and physiological tolerances,
there is less basis for estimating its potential range. However,
C. aestuarii
could likely become established in regions
equatorward of
C. maenas
Õ
potential range, with a trans-
itional zone of overlap.
Episodic dispersal of introduced marine organisms
One hypothesis among several regarding an apparent post-
1970s surge in global marine invertebrate, fish, and algal
invasions is that the increased invasion rate results from new
or intensified transport vectors (Carlton, 1996; Cohen &
Carlton, 1998). However, there is little information on
earlier periods marked by new or altered patterns of ship-
ping when there may have been similar episodes of global
invasions.
Patterns of episodic dispersal have been noted for a few
species. Carlton & Scanlon (1985) noted that the Asian
green alga
Codium fragile tomentosoides
spread to Europe
c.
1900, to Atlantic North America in the 1950s, and then
to Pacific rim ports in the 1970s. Carlton & Iverson
(1981) similarly described episodic synanthropic dispersal
for the ship-fouling isopod
S. walkeri
, comprising a pre-
1870 period of spread around the Indian Ocean, southern
Africa and Australia, a post-1870 period related to the
opening of the Suez Canal in 1869, and a post-1940
period coincident with increased ship traffic during and
after World War II.
In the present paper, we suggest that
Carcinus
travelled
out from Europe in four episodes, first appearing in the Red
Sea and North America after 1800, then at several distant
global sites in the 1850s–70s, then a period of regional dis-
persal in the greater Indian Ocean after 1920 (which did not
lead to any established populations because the receiving
environment was inappropriate), and finally a series of suc-
cessful leaps to Japan, South Africa and the Pacific Coast of
North America (along with a shorter jump from southern
Australia to Tasmania) in the 1980s–90s.
The discovery of specimens or populations of
C. maenas
at several widespread locations (Brazil, Panama, Sri Lanka,
Hawaii and possibly Australia) around the world between
1857 and 1877 may be related to a post-1850 expansion of
world shipping. Global shipping patterns, in terms of
increased traffic, increased speed and new and expanded
routes, changed rapidly during this period (Natkiel &
Preston, 1986). With the advent of the clipper ships as a
mainstay, the California and Australian Gold Rushes altered
global shipping patterns for over a decade (1849–61, Natkiel
& Preston, 1986). The opening of the Suez Canal in 1869
changed shipping patterns again, forcing the Atlantic clipper
ships out of the China tea trade (the Red Sea being more
suited to steam than sail) and into the Australian wool trade
(outward via Cape of Good Hope, homeward via Cape
Ó
2003 Blackwell Publishing Ltd,
Journal of Biogeography
,
30
, 1809–1820
1814 J. T. Carlton and A. N. Cohen
Horn). During this period many long-distance sailing records
were set. For example, in 1853 the
Sovereign of the Seas
sailed from New York to Liverpool in 13 days, and in the
1866
Ô
Great Tea Race
Õ
between China and London, three
ships sailed 25,000 km in 99 days.
It was during this period that the Atlantic barnacle
Bal-
anus improvisus
Darwin, 1854, was first collected in the
northeast Pacific Ocean (in 1853 in San Francisco Bay;
Carlton & Zullo, 1969); the Eurasian hydroid
Cordylophora
caspia
(Pallas, 1771) was first collected in the northwest
Atlantic (in 1860 in Massachusetts; Verrill
et al.
, 1873); the
Indian Ocean isopod
S. terebrans
Bates, 1866 and the
Eastern Atlantic barnacle
Balanus trigonus
Darwin, 1854
were first collected in the southwest Atlantic (in Brazil in
1866 and 1867, respectively; Zullo, 1992; Carlton &
Ruckelshaus, 1997); and the Western Atlantic crab
Rhi-
thropanopeus harrisii
(Gould, 1841) was first collected in
Europe (in 1874 in the Netherlands; Buitendijk & Holthuis,
1949).
For many of these species these dates mark the beginning
of the next century of their global voyages. Whether pro-
portionally more taxa commenced global spread in the period
of the 1850s–70s, as opposed to the first half of the nineteenth
century, remains to be investigated. Still to be sorted out are
additional factors in the discoveries noted, including the effect
of an increasing number of exploratory naturalists deployed
in the latter half of the nineteenth century across the rapidly
opening – and rapidly changing – seas.
A C K N O W L E D G M E N T S
We thank the late Austin Williams (NMNH), Eric Lazo-
Wasem (PMNH), David Robinson (Academy of Natural
Sciences of Philadelphia), Danielle Guinot (MNHN), and
Derek S. Davis (Nova Scotia Museum), who helped with
museum records and specimens; Monique Fountain, Greg
Ruiz, Megumi Strathmann, Jan Thompson and anonymous
reviewers who provided helpful comments on earlier drafts;
Winnie Lau and Stanley Fairservice for information on the
baitworm industry; Roger Buttermore and Colm Gardner
for assistance with Tasmanian records, and Charles Griffiths
for assistance with South African records. Danielle Guinot,
Lucius Eldredge, Armand Kuris, and William Walton kindly
provided key references and translations for the Japanese
records of
Carcinus
, and Dr Guinot guided us to the Pakistan
literature.
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B I O S K E T C H E S
James T. Carlton
is Professor of Marine Sciences at Williams College, Williamstown, MA, USA, and Director, Williams-Mystic,
the Maritime Studies Program of Williams College and Mystic Seaport. Prof. Carlton was Founding Editor of the journal
Biological Invasions
. He is a 1996 Pew Fellow in Marine Conservation.
Andrew N. Cohen
directs the Biological Invasions Program at the San Francisco Estuary Institute in Oakland, CA, USA, which
conducts science and policy research on the extent and impacts of invasions, on species characteristics and environmental
factors that affect the success of invasions, and on understanding and managing the vectors that transport and release exotic
species. He is a 1998 Pew Fellow in Marine Conservation.
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1818 J. T. Carlton and A. N. Cohen
A P P E N D I X 1 . G L O B A L D I S P E R S A L A N D
D I S T R I B U T I O N O F
C A R C I N U S M A E N A S
A N D
C . A E S T U A R I I
(A) Regions with established populations
Europe and North Africa
Carcinus maenas.
Native to the Atlantic coast of Europe
and Great Britain north to Iceland, the North Sea and
Norway to just north of 70
°
N latitude (Christiansen, 1969);
south to Portugal and Spain, and thence to Morocco and the
northern border of Mauritania (Monod, 1956, 1967; Forest
& Gantes, 1960). Almac¸a (1961) also identified material
from Ceuta, Morocco, just inside the Strait of Gibraltar, as
C. maenas
.
Carcinus aestuarii.
Native to the Mediterranean, Marmara
and Black seas (Alcock, 1899; Holthuis & Gottlieb, 1958).
Holthuis & Gottlieb (1958) also assign Suez Canal records
to
C. aestuarii
. Almac¸a (1961) identified material from the
Canary Islands (Heller, 1863) as
Ô
forma
mediterranica
Õ
(
aestuarii
), where it remains
Ô
rare to occasional
Õ
in abun-
dance (Perez, 1995).
Atlantic North America
Carcinus maenas.
Introduced by 1817 and reported as a
new species,
Cancer granulatus
(Say, 1817). Ranges from
New Jersey to Prince Edward Island. Prior to the 1870s
ranged north only to Cape Cod; starting in the late nine-
teenth century moved east and north along the Atlantic
coast: Provincetown, Massachusetts (MA) by 1872 (Smith,
1879), Boston, MA region and Kittery, Maine (ME) by 1893
(Bryant, 1906), Casco Bay, ME by 1904 (Rathbun, 1905),
south of Rockland, ME by 1907 (Glude, 1955), Winter
Harbor, ME by 1939 (Scattergood, 1952), Passamaquoddy
Bay, New Brunswick by 1951 (Scattergood, 1952), Minas
Basin to Wedgeport, Nova Scotia (NS) by 1953–54 (Glude,
1955) and Lockeport, NS by 1961 (Welch, 1968). By the
1960s it was well established in central western Nova Scotia
in the Halifax region (Peggy’s Cove, 1964, and other loca-
tions) (Nova Scotia Museum collections), and
Carcinus
carapaces and claws were found 130 km to the northeast at
Marie-Joseph, Guysborough County, in 1982 (D. Davis,
pers. comm., 1982, and Nova Scotia Museum collections).
After 16 years with no further reports along the western or
north-western Nova Scotia shore,
Carcinus
was detected in
1998 on Cape Breton Island in the Bras d’Or Lakes and along
the Gulf of St Lawrence coast. In August 1998, it was reported
on the eastern end of Prince Edward Island in St Mary’s Bay,
and by 1999 was collected at sites from North Lake in the
northeast to Gascoigne Cove in the southeast (M. Campbell,
pers. comm., 1999; Gillis
et al.
, 2000).
Several workers had earlier reported
C. maenas
from Cape
Breton Island and Northumberland Strait, NS (Vermeij,
1982; Williams, 1984, repeated by Squires, 1990; Gillis
et al.
, 2000) and from eastern Nova Scotia (Vermeij, 1982),
all based on Bousfield & Laubitz (1972). However, the
stations reported by Bousfield and Laubitz are actually from
south-western Nova Scotia, within the previously known
range.
Records south of New Jersey that may represent transient
larval sets derived from northern populations include Dela-
ware Bay (Deevey, 1960: larvae; Leathem & Maurer, 1980;
not observed every year), Lewes, Delaware (A. Hines, pers.
comm., 1993), and the Atlantic shore of Northampton
County, Virginia (Kingsley, 1879).
Carcinus
is not known
from Chesapeake Bay.
Genetic analysis of specimens collected at Mystic, CT
detected only
C. maenas
haplotypes (Geller
et al.
, 1997).
Australia
Carcinus maenas.
Introduced possibly prior to 1877 (Streets,
1877), and abundant in Port Phillip Bay near Melbourne,
Victoria by 1900 (Fulton & Grant, 1900, 1902). First found
northeast of Victoria in New South Wales in 1971, and west of
Victoria near Adelaide, South Australia in 1976. Ranges from
near Adelaide to Narooma in southern New South Wales
(Fulton & Grant, 1900; Zeidler, 1978, 1988; Rosenzweig,
1984). One specimen collected at Perth in 1965 (Zeidler,
1978), with no further records from Western Australia.
Introduced to northeast Tasmania by 1993; ranges from Little
Musselroe Bay to Georges Bay (Gardner
et al.
, 1994). Genetic
analysis of specimens collected at Falmouth, Tasmania
detected only
C. maenas
haplotypes (Geller
et al.
, 1997).
South Africa
Carcinus maenas and C. aestuarii.
One or both species, or
hybrids, were introduced by 1983 when crabs identified as
C. maenas
were collected at Table Bay Docks, Cape Town.
They remain established in the greater Cape Town area. One
pair found north in Saldanha Bay in 1990, and none since
(Le Roux
et al.
, 1990; C. Griffiths, pers. comm., February
2000). Barnard (1950) had noted that
C. maenas
Ô
may
eventually find its way to South Africa
Õ
. Genetic analysis of
Cape Town specimens detected haplotypes of both species
(Geller
et al.
, 1997).
Japan
Carcinus maenas and C. aestuarii.
Hybrids introduced by
1984 when crabs identified as
C. aestuarii
were collected in
Tokyo Bay. Spread to Sagami, Osaka and Dokai bays by
1990s [Sakai, 1986 (date of collection incorrectly given as
1959); Takeda & Horikoshi, 1993; Watanabe, 1997; Furota
et al.
, 1999; W. Walton, pers. comm., 1996). Genetic ana-
lysis of specimens collected in Tokyo Bay in 1995 detected
haplotypes of both species (Geller
et al.
, 1997), with
microsatellite DNA indicating a single invasion by hybrids
(Bagley & Geller, 2001).
Pacific North America
Carcinus maenas.
A 1961 report of
C. maenas
in Willapa
Bay, Washington (Ricketts
et al.
, 1968) cannot be confirmed
(J. Hedgpeth, pers. comm., 1991) and may represent either a
reporting error or an introduction that failed to establish
(Cohen
et al.
, 1995), as there were no further records from
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2003 Blackwell Publishing Ltd,
Journal of Biogeography
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, 1809–1820
Episodic global invasion patterns in shore crabs
1819
the region for 36 years. Similarly, a report of
C. maenas
in
Willapa Bay in the 1930s (Niesen, 1997) appears to be in
error (T. Niesen, pers. comm., 2001).
The first clear Pacific Coast records are from 1989-90
when
C. maenas
was collected in San Francisco Bay,
California (CA), where it is well established (Cohen
et al.
,
1995) and a single 85 mm-wide crab was collected in
Estero Americano, CA, 45 km north of San Francisco Bay,
in 1989 (J. Roth, pers. comm., 1989; Commins
et al.
,
1990). The latter specimen may not have been part of an
established population, as no other
Carcinus
were collected
north of San Francisco Bay until 1993, despite collecting
and other field activities in the area by students and staff of
the Bodega Marine Laboratory, and one trapping effort in
Estero Americano in 1992 (Cohen
et al.
, 1995). To the
south,
C. maenas
was collected in Elkhorn Slough in
Monterey Bay, CA in 1994, where it is established; and a
single crab was collected in Morro Bay, CA in 1998
(Grosholz & Ruiz, 1995; E. Grosholz, pers. comm., 1998).
To the north of San Francisco Bay, crabs, claws or exuvia
were collected in Bolinas Lagoon, Drakes Estero, Tomales
Bay, and Bodega Harbor, CA in 1993; Humboldt Bay, CA
in 1995; Coquille Bay and Coos Bay, Oregon in 1997;
Alsea Bay, Yaquina Bay, Siletz Bay, Salmon River estuary,
Netarts Bay and Tillamook Bay in Oregon, and Willapa
Bay and Gray’s Harbor in Washington, in 1998; Esquimalt
Harbor and Barkley Sound on Vancouver Island, British
Columbia (BC) in 1999; and Clayoquot Sound, BC in 2000
(Miller,
1996;
N.
Richmond,
pers.
comm.,
1997;
B. Dumbauld, pers. comm., 1998; J. Morrison, pers.
comm., 1999 and 2000; Jamieson
et al.
, 1998; Yamada
et al.
, 2001). The crab appears established in Elkhorn
Slough, San Francisco Bay, Tomales Bay and Bodega
Harbor. Records at some of the other sites may indicate
self-sustaining populations, or may result from transient
larval sets from populations established elsewhere. Genetic
analysis of Bodega Harbor specimens detected only
C. maenas
haplotypes (Geller
et al.
, 1997).
(B) Records in regions without established
populations
Indian Ocean
Carcinus maenas
collected in the Red Sea by 1817 (Sav-
igny, 1817); one specimen of
Carcinus
sp. in Sri Lanka in
1866 or 1867 (Wood-Mason, 1873); three specimens of
C.
maenas
in Madagascar in 1922 (Guinot, 1967, and pers.
comm., 1995, 1997); four specimens of
C. maenas
in
Myanmar in 1933 (Chopra & Das, 1937; Boschma, 1972);
and one specimen of
C. maenas
in the Arabian Sea in
Pakistan in 1971 (Tirmizi & Ghani, 1983; Tirmizi &
Kazmi, 1996).
Atlantic South America
Carcinus
sp. collected at Rio de Janeiro, Brazil in 1857
(Heller, 1865), and off Pernambuco, Brazil before 1899
(Alcock, 1899).
Tropical Pacific
Single specimens of
C. maenas
collected in the Bay of
Panama in 1866 (Smith, 1879), and in Hawaii in 1873
(Streets, 1877).
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2003 Blackwell Publishing Ltd,
Journal of Biogeography
,
30
, 1809–1820
1820 J. T. Carlton and A. N. Cohen