Introduction
The Brazilian Semiarid Region shows seasonal rainfalls that impacts the production of forage and causes losses to farmers. Associated to this fact, the low technology level lead to the livestock raising in the extensive production system, in which native vegetation with low forage mass is the basis of animal feeding (Oliveira et al., 2010).
In this context, irrigation plays a fundamental role in the regional development, as it allows a greater production and reduces economic losses. However, most of the time, its use in the semiarid environment is associated with saline water; therefore, it is important to know its effects on the agronomic performance of crops. Forage cactus [Opuntia stricta (Haw.) Haw.)] and sorghum [Sorghum bicolor (L.) Moench)] are highly efficient as to water use due to their crassulacean acid metabolism (CAM) and C4 physiological mechanisms. Both crops are widely used for animal feed in the Brazilian Semiarid Region because of their good acceptability and easy digestibility by the animals, besides being a source of energy and carbohydrates. In addition, the cladodes of forage cactus show a great reserve of water which can serve to quench the animals thirst during the dry season. However, when supplied as the sole food source, it can cause diarrhea because of its low contents of fiber. Therefore, the inclusion of sorghum in the diet may supply this deficiency (Galvão Júnior et al., 2014). Freire (2012) reported on the sensitivity of some forage cactus cultivars to the salinity of water. Under this condition, the use of seasonal irrigation is recommended to reduce impacts on production. Studies on several agricultural species under saline water irrigation are known (Silva et al., 2014; Kiremit & Arslan, 2016); however, no report was found in the literature on the use of this condition in semiarid-adapted forage crops, mainly in different planting systems. Intercropping is extremely important for the sustainable management of local livestock. It is a commonly applied practice for food crops in the Brazilian Semiarid Region, and it is employed by farmers to improve the efficiency of agronomic attributes by intensifying land use with the cultivation of more than one species in the same area and at the same time (Costa et al., 2010; Souza et al., 2011). However, the use of intercropping should be followed by an agronomic, ecological, and socioeconomic evaluation, in order to understand its effects on the agricultural system (Silva et al., 2013). In this type of evaluation, crop co-participation is considered for the risk reduction of losses due to adverse conditions (droughts, high temperatures, pests, and diseases), and for the increase of production and economic return for the success of the activity (Atis et al., 2012; Yilmaz et al., 2015).
Intercropping can be evaluated by the biological efficiency indices - as land use efficiency (LUE), area-time equivalent ratio (ATER), land equivalent coefficient (LEC), and system productivity index (SPI) -, as well as by the competitive ability of the crops (RAC) - as relative density coefficient (RDC), competitiveness ratio (CR), aggressiveness (A), and loss or actual yield gain (LAYG), which allow to subsidize decision making (Sadeghpour et al., 2013; Silva et al., 2013).
Farias et al. (2000) evaluated forage cactus-sorghum intercropping at different planting spacings under dry conditions, and verified a productive increase of the planting system, depending on the adopted population density.
Although forage cactus-sorghum intercropping and the use of irrigation with saline water may reduce the yield of the two crops, the association of these crops raises the possibility of increasing the total production, as mentioned for other irrigated intercropping systems (Miriti et al., 2012; Thierfelder et al., 2012; Wang et al., 2015). The evaluation of intercropping for the use of biological efficiency indices and competitive ability makes it possible to subsidize the public policies, in order to provide socioeconomic improvements.
The objective of this work was to evaluate the productive performance, biological efficiency, and the competitive ability of the forage cactus-sorghum intercropping under different irrigation depths with saline water in the Brazilian Semiarid Region.
Materials and Methods
The experiment was conducted at the Estação Experimental Lauro Ramos Bezerra (7°59'S, 38°15'W, at 431 m altitude) of Instituto Agronômico de Pernambuco (IPA), in Serra Talhada, PE, Brazil, in the Brazilian Semiarid Region, from November 2014 to November 2015, during a productive year of the forage cactus and two cycles of forage sorghum. The soil of the experimental area was classified as an Argissolo Vermelho-Amarelo eutrófico franco arenoso, i.e., an Ultisol, according to Embrapa (Santos et al., 2013). Over the duration of the experiment, the average air temperature was 26.5°C, and rainfall and reference evapotranspiration (ETo) were 354.7 and 2,072 mm, respectively (Table 1). Air temperature was above the historical average (25.9°C), and rainfall (657) and ETo (2,232 mm) were lower.
Table 1. Number of days per month, average air temperature (ta), rainfall, reference evapotranspiration (ETo), and monthly irrigation water depths applied in treatments based on fractions of 25, 50, 75, and 100% of ETo, in Serra Talhada, PE, Brazil - Brazilian Semiarid Region.
Month and year | Number of days |
Ta (°C) |
Rainfall (mm) |
ETo (mm) |
Irrigation water depths (mm) | |||
25% | 50% | 75% | 100% | |||||
November 2014 | 15 | 27.2 | 91.1 | 172 | 0.0 | 0.0 | 0.0 | 0.0 |
December 2014 | 31 | 26.8 | 11.4 | 171 | 0.0 | 0.0 | 0.0 | 0.0 |
January 2015 | 31 | 27.2 | 45.0 | 177 | 15.0 | 26.6 | 36.9 | 47.4 |
February 2015 | 28 | 27.1 | 63.6 | 150 | 14.3 | 25.5 | 35.4 | 45.4 |
March 2015 | 31 | 26.6 | 67.0 | 156 | 10.6 | 19.2 | 26.8 | 34.8 |
April 2015 | 30 | 26.6 | 20.6 | 146 | 25.5 | 45.3 | 62.9 | 80.7 |
May 2015 | 31 | 26.5 | 5.6 | 139 | 23.9 | 42.5 | 59.1 | 76.0 |
June 2015 | 30 | 24.3 | 47.6 | 110 | 18.7 | 33.1 | 46.0 | 59.0 |
July 2015 | 31 | 23.5 | 2.8 | 116 | 15.2 | 26.9 | 37.3 | 47.9 |
August 2015 | 31 | 24.5 | 0.0 | 157 | 27.4 | 48.5 | 67.4 | 86.5 |
September 2015 | 30 | 27.0 | 0.0 | 178 | 31.4 | 55.6 | 75.4 | 95.6 |
October 2015 | 31 | 27.8 | 0.0 | 199 | 20.1 | 35.6 | 49.4 | 63.5 |
November 2015 | 9 | 29.1 | 0.0 | 201 | 6.2 | 11.1 | 15.3 | 19.7 |
Sum | 421 | 26.5(1) | 354.7 | 2,072 | 208.3 | 369.7 | 511.8 | 656.5 |
(1)Mean.
The forage cactus cultivar Orelha de Elefante Mexicana and the sorghum cultivar SF-15 were distributed in a randomized complete block design with four replicates, in a 5x3 factorial arrangement in split plots. The plots were composed of four water irrigation depths based on fractions of 25, 50, 75, and 100% of the ETo, and a control in dry conditions. The subplots consisted of three planting systems (forage cactus in single crop, forage sorghum in a single crop, and cactus-sorghum intercropping system). The irrigation water depths totaled 208.3, 369.7, 511.8, and 656.5 mm per year (Table 1) which added to rainfall resulted in 354.7 (dry), 563.0, 724.4, 867.5, and 1,012.2 mm per year. Irrigation events were made with saline water (electrical conductivity between 1.6 and 2.5 dS m-1) from the Açude Saco only when accumulated ETo reached 75% of the rainfall, and the remainder was considered as unaccounted water loss. After rainfalls, the irrigation water depths were calculated from the accumulated ETo of the last two days.
The irrigation system used was drip irrigation, with tapes positioned next to the cultivation rows in the single croppings, and drippings were spaced at 0.4 m, with 1.35 L h-1 flow rate at 1 atm and 93% distribution coefficient. In the intercropping system, the drip tape was placed between the rows of forage cactus and sorghum.
The single forage cactus system was set at 1.6x0.4 m spacing, with a density of 15,625 plants ha-1, while single sorghum was set in rows spaced at 1.6 m, which resulted in a density of 170,000 plants ha-1. The forage cactus-sorghum intercropping was composed of 8% of forage cactus plants (15,625 plants ha-1), spaced at 1.6x0.4 m, and 92% of forage sorghum plants (170,000 plants ha-1) in a single row, at 0.2 m from the cactus. The subplots were composed of four rows of 6 m each, with the two central rows being the useful area, and the outer ones, the borders.
Sorghum was sown on January 8, 2015, approximately two months after the beginning of the forage cactus cycle, to ensure the initial sprouting of the cladodes. Sorghum thinning was performed 20 days after planting, and weeding was performed whenever necessary. During the experimental period, two chemical fertilizations with NPK were carried out at the formulation 14-00-18 + 16S, and 525 kg ha-1 were applied (73.5 kg N ha-1, 94.5 kg K2O ha-1 and 84 kg S ha-1).
The weather variables global solar radiation, MJ m-2 per day; air temperature, oC; relative air humidity, %; atmospheric pressure, hPa; and wind speed, m s-1; were monitored during the experimental period at the automatic meteorological station of Instituto Nacional de Meteorologia (Inmet), located 1.5 km away from the experimental area, for the ETo daily calculation by the Penman-Monteith method parameterized in the FAO Bulletin 56 (Allen et al., 1998). Rainfall data were recorded by an automatic rain gauge installed in the experimental area.
At harvesting of the first sorghum cycle (May 28, 2015), which occurred 147 days after sowing, and at the second cycle (regrowth evaluation), at 102 days after the first cut (September 9, 2015), ten plants of each subplot were cut at 0.10 m above the soil surface and weighed to obtain the fresh matter mass. Subsequently, each plant was separated into leaf, stem, and panicle fractions. After obtaining the fresh matter mass, three plants of each subplot were packed in paper bags and placed to dry, at 65°C, in a forced-air circulation oven until reaching a constant mass. The sorghum total yield resulted from the extrapolation of the individual fresh and dry mass of the plants and the final density of plants.
After one year of the productive cycle, the forage cactus was harvested (November 9, 2015), to obtain the fresh matter mass of the plants of the useful area of each experimental plot, among which three cladodes were selected and fractionated. Later on, this material was dried for dry matter content (DMC) determination. Yield extrapolation on the fresh base (FM) was obtained from the plant mass of the useful plot, and on a dry basis (DM) by the product of FM and DMC.
The productive performance of the forage cactus-sorghum system was obtained by summing the forage sorghum yield of the two cycles with that of the forage cactus. Data of DM were used to evaluate the biological efficiency and the competitive ability of the intercropping.
The biological efficiency of the forage cactus-sorghum intercropping was obtained using indices of land efficiency use (LUE), area-time equivalent ratio (ATER), land equivalent ratio (LER), land equivalent coefficient (LEC) and system productivity index (SPI).
Land efficiency use expresses the area needed in a single crop to equal the same yield produced in the intercropping, measured in hectares:
The ATER was calculated because LER does not include the time factor, which may overestimate the advantage of the intercropping, especially when the crops of the intercropping system show a large difference in the productive cycle:
LEC was calculated using the following equation
System productivity index (SPI) was achieved with the equation
The main advantage of SPI is that this index standardizes the yield of the secondary crop (sorghum) in relation to the main crop (forage cactus) (Oseni & Aliyu, 2010).
In the evaluation of the competitive ability of the forage cactus-sorghum intercropping, the coefficient of relative density (K), aggressiveness (A), loss or actual gain of yield (LAGY) and competitiveness ratio (CR) were calculated.
In an intercropping system, K is a measure of the dominance relationship of one culture over another, according to the following equation:
The index A expresses the change of productivity of the two crops, as follows:
If Aab = 0, both cultures are equally competitive; if Aab > 0, the ability of culture a (forage cactus) exceeds b (sorghum) in the intercropping, thus, the forage cactus is the dominant culture (Oseni & Aliyu, 2010). The same reasoning applies to Aba.
LAGY was determined by the following equation:
If LAGYab > 0, there is an indication of the accumulated advantage of the intercropping in relation to the single system, if LAGYab < 0, there is an indication of disadvantage of the intercropping. The actual loss or gain of yield includes LER on the basis of its calculation, as well as the space used in the field under the conditions of the intercropping and single crop (Zab and Zba).
CR represents the number of times when one crop is more competitive than the other, and it is obtained from the index of aggressiveness:
If CRa < 1, a positive benefit occurs, and the crop can be grown in association; if CRa > 1, a negative effect of the crop occurs, showing a greater competitiveness, which does not indicate its cultivation in association. This interpretation is also valid for species b (Egbe et al., 2010).
Productivities on the fresh basis and on the dry basis, as well as dry mass content, were compared between water irrigation depths and planting systems. After that, the effect of these factors on the individual productivity of the intercropping cultures, in comparison to the single crop, was evaluated at different irrigation water depths. The indices of biological efficiency and competitive ability of the intercropping system were compared between the irrigation water depths. Data were subjected to normality and homoscedasticity tests and, then, to the analysis of variance. When necessary, their means were compared by the Tukey’s test, at 5% probability, and the quantitative data were subjected to the regression analysis.
Results and Discussion
The increase of the water depths enhanced the agronomic performance of the forage cactus-sorghum intercropping, mainly because of the benefits to sorghum crop, despite the greater reduction of sorghum yield than the intercropped forage cactus (Table 2).
Table 2. Individual productivity on fresh basis (FM) and on dry basis (DM), and dry matter content (DMC) of 'Orelha de Elefante Mexicana' forage cactus (Opuntia stricta) and 'SF-15' sorghum (Sorghum bicolor), in single crop system and intercropping system (forage cactus-sorghum), under different irrigation water depths (saline water irrigation at 355, 563, 725, 867, and 1,012 mm per year, plus rainfall), in the Brazilian Semiarid Region(1).
Crop | Planting system | FM (kg ha-1) | DM (kg ha-1) | DMC |
Forage cactus | Single crop | 44,009aB | 4,627aB | 0.11bC |
Intercropping | 25,410b | 3,573a | 0.14a | |
Sorghum | Single crop | 62,013aA | 14,073aA | 0.22aA |
Intercropping | 34,665b | 8,557b | 0.21a | |
Forage cactus-sorghum | Single crop | 60,075A | 12,130A | 0.19B |
(1)Means followed by equal lowercase letters, in the same crop, and uppercase letters, between planting systems, do not differ by the Tukey’s test, at 5% of probability.
The individual yield on fresh basis (FM) and on dry basis (DM), and the dry matter content (DMC) of forage cactus and sorghum were not affected by the interaction of the irrigation water depths and planting systems.
The increase of irrigation water availability reduced the forage cactus DMC (Figure 1), but it did not significantly affect the accumulation of FM and DM, that is, 355 mm were sufficient for the productive performance of the crop, which confirms its high efficiency in the water use (Scalisi et al., 2016). Flores-Hernández et al. (2004) and Queiroz et al. (2015) used water depths higher than 760 and 976 mm per year, and they did not find any effects on the forage cactus yield. However, in the present study, the increment of the water depths increased the FM and individual DM of sorghum and the intercropped forage cactus-sorghum system (Figures 2 and 3). Similar trend was reported by Guimarães et al. (2016) and Silva et al. (2014) for sorghum in single crop system; and by Oseni & Aliyu (2010) and Wang et al. (2015) for sorghum and cowpea intercropping and other associations. The individual DMC of sorghum and the intercropping, similar to that of the forage cactus, reduced as water depth was increased.

Figure 1. Effect of irrigation water depths (WD, saline water at 355, 563, 725, 867, and 1,012 mm per year, plus rainfall) on the dry matter content of 'Orelha de Elefante Mexicana' forage cactus (Opuntia stricta) in the single crop system and in the intercropping system with 'SF-15' sorghum (Sorghum bicolor), in the Brazilian Semiarid Region.

Figure 2. Effect of irrigation water depths (WD, saline water at 355, 563, 725, 867, and 1,012 mm per year, plus rainfall) on the productivity: A, on fresh basis (FM); B, on dry basis (DM); and C, dry matter content (DMC) of 'SF-15' sorghum (Sorghum bicolor), in single crop system or intercropped with 'Orelha de Elefante Mexicana' forage cactus (Opuntia stricta) in the Brazilian Semiarid Region.

Figure 3. Effect of irrigation water depths (WD, saline water at 355, 563, 725, 867, and 1,012 mm per year, plus rainfall) on productivity: A, on fresh basis (FM); B, on dry basis (DM); and C, content of dry matter (DMC) of 'Orelha de Elefante Mexicana' forage cactus (Opuntia stricta)-'SF-15' sorghum (Sorghum bicolor) intercropping, in the Brazilian Semiarid Region.
Based on these results, it can be inferred that the use of irrigation, during the first year of the forage cactus’s cycle, promoted more accumulation of water in the cladodes than the increase of dry matter. Therefore, in years with low rainfall, or in locations with limited-water source, the impact on dry matter production may not be evidenced. According to Scalisi et al. (2016) the regulated irrigation reduction may not affect the dry matter accumulation of forage cactus, although under strong water stress, the growth rate of cladodes, relative water content, malic acid accumulation, and stomatal conductance are very low.
Moreover, the present study showed that the salinity of irrigation water, which reached 2.5 dS m-1, did not affect crop yield. Freire (2012) reported the tolerance of 'Orelha de Elefante Mexicana', in comparison to other cultivars, when irrigated with saline water at 3.6 dS m-1 every 14 days. Guimarães et al. (2016) also verified the tolerance of irrigated sorghum with saline effluent from fish farming.
As to the planting system, intercropping affected neither forage cactus DM nor sorghum DMC, but reduced forage cactus FM and individual DMC, and sorghum FM and DM (Table 2). Nonetheless, the intercropping and the sorghum single crop were the systems that showed the best agronomic performances for FM and DM, despite their reduced DMC in the intercropping. The productive benefits of the intercropping in comparison to their monocultures were also highlighted by Souza et al. (2011), Silva et al. (2013) and Silva et al. (2015). This advantage of intercropping is associated with the biological ability of the plants to adapt to a new growing environment, and their ability to compete for natural resources, especially water, light, and nutrients (Sadeghpour et al., 2013).
Irrigation water depths did not affect the biological efficiency and competitive ability of the forage cactus-sorghum intercropping; this means that the productive performance of the intercropping, in comparison to their monocultures, is inherent in the association of crops and independent of water availability. In the examined studies, this type of result is not mentioned, and in most of them, the intercropping systems were tested in dry conditions or without differentiation of irrigation water depths (Miriti et al., 2012; Sadeghpour et al., 2013; Silva et al., 2013).
In the biological evaluation of the forage cactus-sorghum intercropping, no effect of the water depth was observed. By the partial land efficiency use, it was verified that the sorghum yield loss (LERb = 0.65) was higher than that of forage cactus (LERa = 0.87) (Table 3). The overall yield of the intercropping was 51% (LER = 1.51), which makes it necessary an increase of 0.51 ha of the single system to match the productivity of the crop association. Land efficiency use greater than 1.0 is an indication that the intercropping is more efficient in land use than the single systems of its crops, and that there is biological sustainability of the intercropping (Kumar & Thakur, 2006; Wortman et al., 2012). Silva et al. (2013) analyzed the performance of cotton crop and oleaginous crops intercropped with forage cactus, and found LER values between 2.58 and 2.99. The area-time equivalent ratio was 1.30, which indicates that the forage cactus-sorghum intercropping has a biological advantage of 30% in land use and in time.
Table 3. Mean values of biological efficiency and competitiveness ability of forage cactus (Opuntia stricta)-sorghum (Sorghum bicolor) intercropping under five irrigation water depths (saline water irrigation at 355, 563, 725, 867, and 1,012 mm per year, plus rainfall), in the Brazilian Semiarid Region(1).
Variable | Value | |
Biological efficiency indicators | ||
LERa, forage cactus partial land efficient use | 0.87 | |
LERb, sorghum partial land efficient use | 0.65 | |
LER, total land efficient use | 1.51 | |
ATER, area-time equivalent ratio | 1.30 | |
LEC, land equivalent coefficient | 0.58 | |
SPI, system productivity index (kg ha-1 dry matter) | 6,279.02 | |
Competitive ability indicators | ||
K, coefficient of relative density | 12.33 | |
Kab, K of forage cactus over sorghum | 34.80 | |
Kba, K of sorghum over forage cactus | 0.45 | |
CRa, forage cactus competitiveness ratio | 16.27 | |
CRb, sorghum competitiveness ratio | 0.09 | |
Aab, forage cactus aggressiveness over sorghum | 9.60 | |
Aba, sorghum aggressiveness over forage cactus | -9.60 | |
LAGYa, loss or actual gain of yield of forage cactus | 1,029.45 | |
LAGYb, loss or actual gain of yield of sorghum | 69.67 | |
LAGY, loss or gain of yield | 1,099,12 |
Land equivalent coefficient (LEC) was 0.58 (LEC > 0.25), which is an indication of the superiority of the intercropping in relation to its monocultures (Joseph & Balan, 2008; Egbe et al., 2010). With the system productivity index (SPI), the sorghum productivity was converted to forage cactus yield, with which the intercropping was shown to have reached 6,279.02 kg DM ha-1 and promoted stability in the production, as its SPI was higher than that of forage cactus in single crop (4,626.98 kg DM ha-1)
The competitive ability of the intercropping, similarly to biological efficiency, was not affected by the irrigation water depths. The coefficient of partial relative density of forage cactus (Ka = 34.80) was higher than that of sorghum (Kb = 0.45), which is indicative of a strong interspecific competition, so that sorghum is dominated by forage cactus in the intercropping (Table 3). In turn, the product of the partial values of forage cactus and sorghum (K = 12.33) was higher than 1.0, which characterizes an optimal intercropping compatibility between these crops. The competitiveness ratio of the forage cactus (CRa) showed a higher magnitude (16.27) than that of sorghum (CRb= 0.09); therefore, forage cactus had 16.27 times more competition capacity than sorghum. This trend was confirmed by the forage cactus aggressiveness index over sorghum (Aab), which was positive (9.60), characterizing forage cactus as the dominant culture of the system. The association of these crops promoted yield gains (forage cactus, LAGYa = 1,029.45; sorghum, LAGYb= 69.67) and, consequently, productive advantage over monocultures.
Conclusions
Sorghum (Sorghum bicolor) in single crop and the forage cactus (Opuntia stricta)-sorghum intercropping are the systems that most respond in productivity to the increase of the irrigation water depths with saline water.
The irrigation water depth of 355 mm is sufficient to guarantee the productivity of fresh and dry matter of forage cactus in the first year of the cycle.
The forage cactus-sorghum intercropping shows a biological advantage and competitive capacity in relation to its monocultures, with greater productive benefit, land use efficiency, excellent association between crops, and domination of forage cactus over sorghum.