Monarch
The monarch butterfly or simply monarch (Danaus plexippus) is a milkweed butterfly (subfamily Danainae) in the family Nymphalidae. Other common names, depending on region, include milkweed, common tiger, wanderer, and black-veined brown. It is amongst the most familiar of North American butterflies and an iconic pollinator, although it is not an especially effective pollinator of milkweeds. Its wings feature an easily recognizable black, orange, and white pattern, with a wingspan of 8.9–10.2 cm (3.5–4.0 in). A Müllerian mimic, the viceroy butterfly, is similar in color and pattern, but is markedly smaller and has an extra black stripe across each hindwing.
The eastern North American monarch population is notable for its annual southward late-summer/autumn instinctive migration from the northern and central United States and southern Canada to Florida and Mexico. During the fall migration, monarchs cover thousands of miles, with a corresponding multigenerational return north in spring. The western North American population of monarchs west of the Rocky Mountains often migrates to sites in southern California, but individuals have been found in overwintering Mexican sites, as well. In 2009, monarchs were reared on the International Space Station, successfully emerging from pupae located in the station's Commercial Generic Bioprocessing Apparatus.
The name "monarch" is believed to have been given in honor of King William III of England, as the butterfly's main color is that of the king's secondary title, Prince of Orange. The monarch was originally described by Carl Linnaeus in his Systema Naturae of 1758 and placed in the genus Papilio. In 1780, Jan Krzysztof Kluk used the monarch as the type species for a new genus, Danaus. Although works published between at least 1883 and 1944 identified the species as Anosia plexippus, the genus name was merged into Danaus in 2005.
Danaus (Ancient Greek Δαναός), a great-grandson of Zeus, was a mythical king in Egypt or Libya, who founded Argos; Plexippus (Πλήξιππος) was one of the 50 sons of Aegyptus, the twin brother of Danaus. In Homeric Greek, his name means "one who urges on horses", i.e., "rider" or "charioteer". In the tenth edition of Systema Naturae, at the bottom of page 467, Linnaeus wrote that the names of the Danai festivi, the division of the genus to which Papilio plexippus belonged, were derived from the sons of Aegyptus. Linnaeus divided his large genus Papilio, containing all known butterfly species, into what we would now call subgenera. The Danai festivi formed one of the "subgenera", containing colorful species, as opposed to the Danai candidi, containing species with bright white wings. Linnaeus wrote: "Danaorum Candidorum nomina a filiabus Danai Aegypti, Festivorum a filiis mutuatus sunt." (English: "The names of the Danai candidi have been derived from the daughters of Danaus, those of the Danai festivi from the sons of Aegyptus.").
Robert Michael Pyle suggested Danaus is a masculinized version of Danaë (Greek Δανάη), Danaus's great-great-granddaughter, to whom Zeus came as a shower of gold, which seemed to him a more appropriate source for the name of this butterfly.
The range of the western and eastern populations of D. p. plexippus expands and contracts depending upon the season. The range differs between breeding areas, migration routes, and winter roosts.: 18 However, no genetic differences between the western and eastern monarch populations exist; reproductive isolation has not led to subspeciation of these populations, as it has elsewhere within the species' range.: 19
In the Americas, the monarch ranges from southern Canada through northern South America. It is also found in Bermuda, the Cook Islands, Hawaii, Cuba, and other Caribbean islands,: 18 the Solomons, New Caledonia, New Zealand, Papua New Guinea, Australia, the Azores, the Canary Islands, Madeira, continental Portugal, Gibraltar, the Philippines, and Morocco. It appears in the UK in some years as an accidental migrant.
Overwintering populations of D. p. plexippus are found in Mexico, California, along the Gulf Coast of the United States, year-round in Florida, and in Arizona where the habitat has the specific conditions necessary for their survival. On the East Coast of the United States, they have overwintered as far north as Lago Mar, Virginia Beach, Virginia. Their wintering habitat typically provides access to streams, plenty of sunlight (enabling body temperatures that allow flight), and appropriate roosting vegetation, and is relatively free of predators.
Overwintering, roosting butterflies have been seen on basswoods, elms, sumacs, locusts, oaks, osage-oranges, mulberries, pecans, willows, cottonwoods, and mesquites. While breeding, monarch habitats can be found in agricultural fields, pasture land, prairie remnants, urban and suburban residential areas, gardens, trees, and roadsides – anywhere there is access to larval host plants.
In North America, monarchs migrate both north and south on an annual basis, making long-distance journeys that are fraught with risks. This is a multi-generational migration, with individual monarchs only making part of the full journey. The population east of the Rocky Mountains attempts to migrate to the sanctuaries of the Mariposa Monarca Biosphere Reserve in the Mexican state of Michoacán and parts of Florida. The western population tries to reach overwintering destinations in various coastal sites in central and southern California. The overwintered population of those east of the Rockies may reach as far north as Texas and Oklahoma during the spring migration. The second, third, and fourth generations return to their northern locations in the United States and Canada in the spring.
Captive-raised monarchs appear capable of migrating to overwintering sites in Mexico, though they have a much lower migratory success rate than do wild monarchs (see section on captive-rearing below). Monarch overwintering sites have been discovered recently in Arizona. Monarchs from the eastern US generally migrate longer distances than monarchs from the western US.
Since the 1800s, monarchs have spread throughout the world, and there are now many non-migratory populations globally.
Flight speeds of adults are around 9 km/h (6 mph).
Although larvae eat only milkweed, adult monarchs feed on the nectar of many plants, including:
Monarchs obtain moisture and minerals from damp soil and wet gravel, a behavior known as mud-puddling. The monarch has also been noticed puddling at an oil stain on pavement.
Like all Lepidoptera, monarchs undergo complete metamorphosis; their life cycle has four phases: egg, larva, pupa, and adult. Monarchs transition from eggs to adults during warm summer temperatures in as little as 25 days, extending to as many as seven weeks during cool spring conditions. During their development, both larvae and their milkweed hosts are vulnerable to weather extremes, predators, parasites, and diseases; commonly fewer than 10% of monarch eggs and caterpillars survive.: 21–22
Monarch courtship occurs in two phases. During the aerial phase, a male pursues and often forces a female to the ground. During the ground phase, the butterflies copulate and remain attached for about 30 to 60 minutes. Only 30% of mating attempts end in copulation, suggesting that females may be able to avoid mating, though some have more success than others. During copulation, a male transfers his spermatophore to a female. Along with sperm, the spermatophore provides a female with nutrition, which aids her in laying eggs. An increase in spermatophore size increases the fecundity of female monarchs. Males that produce larger spermatophores also fertilize more females' eggs.
Females and males typically mate more than once. Females that mate several times lay more eggs. Mating for the overwintering populations occurs in the spring, prior to dispersion. Mating is less dependent on pheromones than in other species in its genus. Male search and capture strategies may influence copulatory success, and human-induced changes to the habitat can influence monarch mating activity at overwintering sites.
In February 2015, the U.S. Fish and Wildlife Service reported a study that showed that nearly a billion monarchs had vanished from the butterfly's overwintering sites since 1990. The agency attributed the monarch's decline in part to a loss of milkweed caused by herbicides that farmers and homeowners had used.
On July 20, 2022, the International Union for Conservation of Nature added the migratory monarch butterfly (the subspecies common in North America) to its red list of endangered species.
The monarch butterfly is not currently listed under the Convention on International Trade in Endangered Species of Wild Fauna and Flora or protected specifically under U.S. domestic laws.
On August 14, 2014, the Center for Biological Diversity and the Center for Food Safety filed a legal petition requesting Endangered Species Act protection for the monarch and its habitat, based largely on the long-term trends observed at overwintering sites. The U.S. Fish and Wildlife Service (FWS) initiated a status review of the monarch butterfly under the Endangered Species Act with a due date for information submission of March 3, 2015, later extended to 2020. On December 15, 2020, the FWS ruled that adding the butterfly to the list of threatened and endangered species was "warranted-but-precluded" because it needed to devote its resources to 161 higher-priority species.
The number of monarchs overwintering in Mexico has shown a long-term downward trend. Since 1995, coverage numbers have been as high as 18 hectares (44 acres) during the winter of 1996–1997, but on average about 6 hectares (15 acres). Coverage declined to its lowest point to date (0.67 hectares (1.66 acres)) during the winter of 2013–2014, but rebounded to 4.01 hectares (10 acres) in 2015–2016. The average population of monarchs in 2016 was estimated at 200 million. Historically, on average there are 300 million monarchs. The 2016 increase was attributed to favorable breeding conditions in the summer of 2015. However, coverage declined by 27% to 2.91 hectares (7.19 acres) during the winter of 2016–2017. Some believe this was because of a storm that had occurred during March 2016 in the monarchs' previous overwintering season, though this seems unlikely since most current research shows that the overwintering colony sizes do not predict the size of the next summer breeding population.
In Ontario, Canada, the monarch butterfly is listed as a species of special concern. In fall 2016, the Committee on the Status of Endangered Wildlife in Canada proposed that the monarch be listed as endangered in Canada, as opposed to its current listing as a "species of concern" in that country. This move, once enacted, would protect critical monarch habitat in Canada, such as major fall accumulation areas in southern Ontario, but it would also have implications for citizen scientists who work with monarchs, and for classroom activities. If the monarch were federally protected in Canada, these activities could be limited, or require federal permits.
In Nova Scotia, the monarch is listed as endangered at the provincial level, as of 2017. This decision (as well as the Ontario decision) apparently is based on a presumption that the overwintering colony declines in Mexico create declines in the breeding range in Canada. Two recent studies have been conducted examining long-term trends in monarch abundance in Canada, using either butterfly atlas records or citizen science butterfly surveys, and neither shows evidence of a population decline in Canada.
Although numbers of breeding monarchs in eastern North America have apparently not decreased, reports of declining numbers of overwintering butterflies have inspired efforts to conserve the species.
The monarch is the state insect of Alabama, Idaho, Illinois, Minnesota, Texas, Vermont, and West Virginia. Legislation was introduced to make it the national insect of the United States, but this failed in 1989 and again in 1991.
Homeowners are increasingly establishing butterfly gardens; monarchs can be attracted by cultivating a butterfly garden with specific milkweed species and nectar plants. Efforts are underway to establish these monarch waystations.
An IMAX film, Flight of the Butterflies, describes the story of the Urquharts, Brugger, and Trail to document the then-unknown monarch migration to Mexican overwintering areas.
Sanctuaries and reserves have been created at overwintering locations in Mexico and California to limit habitat destruction. These sites can generate significant tourism revenue. However, with less tourism, monarch butterflies will have a higher survival rate because they show more protein content and a higher value of immune response and oxidative defense.
Organizations and individuals participate in tagging programs. Tagging information is used to study migration patterns.
The 2012 novel by Barbara Kingsolver, Flight Behavior, deals with the fictional appearance of a large population in the Appalachians.
Humans interact with monarchs when rearing them in captivity, which has become increasingly popular. However, risks occur in this controversial activity. On one hand, captive rearing has many positive aspects. Monarchs are bred in schools and used for butterfly releases at hospices, memorial events, and weddings. Memorial services for the September 11 attacks include the release of captive-bred monarchs. Monarchs are used in schools and nature centers for educational purposes. Many homeowners raise monarchs in captivity as a hobby and for educational purposes.
On the other hand, this practice becomes problematic when monarchs are "mass-reared". Stories in the Huffington Post in 2015 and Discover magazine in 2016 have summarized the controversy around this issue.
The frequent media reports of monarch declines have encouraged many homeowners to attempt to rear as many monarchs as possible in their homes and then release them to the wild in an effort to "boost the monarch population". Some individuals, such as one in Linn County, Iowa, have reared thousands of monarchs at the same time.
Some monarch scientists do not condone the practice of rearing "large" numbers of monarchs in captivity for release into the wild because of the risks of genetic issues and disease spread. One of the biggest concerns of mass rearing is the potential for spreading the monarch parasite, Ophryocystis elektroscirrha, into the wild. This parasite can rapidly build up in captive monarchs, especially if they are housed together. The spores of the parasite also can quickly contaminate all housing equipment, so that all subsequent monarchs reared in the same containers then become infected. One researcher stated that rearing more than 100 monarchs constitutes "mass rearing" and should not be done.
In addition to the disease risks, researchers believe these captive-reared monarchs are not as fit as wild ones, owing to the unnatural conditions in which they are raised. Homeowners often raise monarchs in plastic or glass containers in their kitchens, basements, porches, etc., and under artificial lighting and controlled temperatures. Such conditions would not mimic what the monarchs are used to in the wild, and may result in adults that are unsuited for the realities of their wild existence. In support of this, a recent study by a citizen scientist found that captive-reared monarchs have a lower migration success rate than wild monarchs do.
A 2019 study shed light on the fitness of captive-reared monarchs, by testing reared and wild monarchs on a tethered flight apparatus that assessed navigational ability. In that study, monarchs that were reared to adulthood in artificial conditions showed a reduction in navigational ability. This happened even with monarchs that were brought into captivity from the wild for a few days. A few captive-reared monarchs did show proper navigation. This study revealed the fragility of monarch development; if the conditions are not suitable, their ability to properly migrate could be impaired. The same study also examined the genetics of a collection of reared monarchs purchased from a butterfly breeder, and found they were dramatically different from wild monarchs, so much so that the lead author described them as "franken-monarchs".
An unpublished study in 2019 compared behavior of captive-reared versus wild monarch larvae. The study showed that reared larvae exhibited more defensive behavior than wild larvae. The reason for this is unknown, but it could relate to the fact that reared larvae are frequently handled and/or disturbed.
