Expanding On-Farm Propagation of Hazelnuts in the Upper Midwest Through Seed-Graft Layering

Progress report for FNC24-1408

Project Type: Farmer/Rancher
Funds awarded in 2024: $25,221.00
Projected End Date: 02/15/2026
Grant Recipient: Midwest Hazelnuts, LLC
Region: North Central
State: Wisconsin
Project Coordinator:
Colin Cureton
Midwest Hazelnuts, LLC
Expand All

Project Information

Description of operation:

Dane Hauser is co-owner and manager of Hauser’s Superior View Farm in Bayfield, WI. He is the region’s largest producer of containerized hazelnut seedlings. He also works closely with the University of Wisconsin and University of Minnesota in developing vegetative propagation protocols for hazelnuts with a focus on softwood stem cuttings, seed-graft layering, and stool-bed layering. He recently collaborated with Upper Midwest Hazelnut Development Initiative (UMHDI) researchers on a proof-of-concept project demonstrating that seed-graft layering can turn a single dormant bud into up to three field-ready rooted layers within two years. For this project, Dane will be responsible for growing the seed-grafted plants from mid-April 2024 through November 2024. He will also grow the successfully grafted plants in a high tunnel greenhouse and mound-layer the new shoots in 2025.
Midwest Hazelnuts, LLC (MH) is a spin-off business from the UMHDI tasked with shepherding the early commercialization stages of the Midwest hazelnut industry through targeted business enterprises including propagation and sale of improved germplasm, operation of an open-access processing facility, and establishment and management of a network of hazelnut Go-First Farms. MH works closely with nurseries and producers to scale-up propagation and nursery stock production including production of stock plants for the nurseries to use in their downstream propagation efforts. MH is the exclusive seller of UMHDI 1st Generation Selections and will work closely with Hausers in this seed grafting project.

Summary:

Expanding hazelnut production in the Upper Midwest will require greatly increasing the supply of the newly released UMHDI 1st Generation Selections. There are currently orders for more than 40,000 plants and the TNC's EAP is likely to expand that to 400k plants. Although nurseries are working to increase supply through tissue culture and stem cuttings, it is important that enterprising growers can produce their own plants using relatively inexpensive propagation methods. This enables growers to participate in the nursery industry and provide some income while they wait for their own plants to mature and bear nuts.

Unfortunately, hazelnuts are very difficult to propagate vegetatively. They aren’t like currants or elderberry where you can stick a hardwood stem in the ground and it grows. So far, the nurseries haven’t had much success with softwood stem cuttings or tissue culture, either.  Instead, everyone has been relying on the effective (but slow) mound-layering technique. The UMHDI researchers have been successful recently with a relatively low-tech method called seed-graft layering, but it has only been done on a small proof-of-concept scale by Hausers. We propose to test the method at scale and evaluate its effectiveness on all the recently released UMHDI cultivars.

Project Objectives:

2 Year Seed Grafting Concept
Agroforestry practices offer considerable benefits to the land including providing habitat, holding soil in place, and filtering water. Hazelnuts are viewed as a cornerstone species for alley-cropping as they can provide a high-value crop AND all the benefits of woody perennials.

The new cultivars from the UMHDI offer a great opportunity and it is important that enterprising farmers have the option and means necessary to make their own plants. In cooperation with the UMHDI researchers, we have been working on a low-tech seed-grafting method that is capable of turning a 1-bud scion into three rooted layers in 2 years. It’s not a great multiplication rate, but it is better than the traditional mound-layering system that can take 3-5 years to produce new plants. In year 1, we graft the bud on a newly sprouted seed and grow the grafted plant in a greenhouse all year. After over-wintering the plant, we cut it back to just a few buds and plant it in a high tunnel greenhouse, where growth rates are superior to outside the high tunnel.  The plants grow for roughly two months and produce 2-5 new shoots.  Around mid-June we layer those shoots in sawdust to produce roots.  By the end of October, we have field ready plants. A diagram showing the process from the proof of concept trial is attached.

Though the method has worked in small-scale proof-of-concept trials, we now need to try it at scale on all the UMHDI cultivars. This will allow us to determine with which cultivars it works and to produce enterprise budgets to determine costs of production.

Objective 1: Optimize the protocol for growing seed-grafted plants in a greenhouse in year 1.

Objective 2: Evaluate the effectiveness of the high tunnel layering system on the UMHDI hazelnut cultivars.

Objective 3: Record all cost inputs and rooted-layer outputs to develop an enterprise budget for the system.

Objective 4: Share the results and enterprise budget at the annual Upper Midwest Hazelnut Growers Conference in March 2025.

Cooperators

Click linked name(s) to expand/collapse or show everyone's info
  • Dane Hauser - Producer
  • Anneli Schraufnagel - Producer

Research

Materials and methods:

Seed-Grafting Methods

Seeds from hybrid hazelnut plants were harvested in early September 2023, stored in cool moist conditions until de-husked in early October. Immediately after de-husking, the seeds were soaked in water for 12 hours, and then stored in a ventilated plastic storage tub at 39 F until late February 2024. Seeds were soaked in water for 12 hours approximately once per month during the stratification period.

To produce etiolated shoots with adequate thickness for grafting, seeds were placed in black plastic trays to exclude light and retain high humidity, placed in a 75 F mist house, and watered daily. Once radicles appeared, four to six germinated seeds were planted at a depth of 12 cm (4.7 in) into AB36 Anderson Bands with Sun-Gro 852 Professional potting mix and watered thoroughly. The planted seeds were then grown in a 75 F greenhouse. Once the shoots emerged from the soil (2-4 weeks), the seedlings were rinsed of potting soil, stored in plastic trays and grafted within 6 hours of harvest.

Scion wood from hybrid hazelnut genotypes were harvested in early November 2023 from the apical 20 cm of 7-month old coppice shoots produced by coppicing the source plant in April. The stems were then stored in unventilated contractor trash bags at 39 F for 14 days. The bags were then transferred to a freezer and stored at 28 F until used for grafting in the spring. Five days prior to each grafting date, the scions were transferred to a 39 F cooler.  On the day of grafting, individual scionwood stems were cut into 1-2 node sections with the basal end cut into a wedge.

To graft, scion pieces were removed from black plastic trays and allowed to air dry until free surface water had evaporated. Rootstocks were selected in an attempt to match the diameter of the scion wedges, but often the scions were moderately thicker than the rootstock shoots they were grafted to. The rootstock shoots were cut at the thickest, straightest portion of the stem of adequate length for grafting, remaining stem length averaged 1-2 in. The shoot was split in half with a scalpel to a depth equal to the length of the wedge of the scion, a 2.5mm silicone vegetable grafting clip was attached to the base of the shoot to prevent the shoot from splitting further when inserting the scion, the scion was inserted into the cleft, and the clip moved upwards along the stem to secure the graft union. The grafted plant was then inverted and dipped quickly (less than 1 second) into an approximately 50/50 (v/v) mix of paraffin and cheese wax and immediately placed into a bin of cool water for 15-60 minutes to cool and harden the wax and avoid heat injury to graft union.

Grafted plants were potted into Proptek 28 pots (28 Cell 10×20″ Pot-In-Frame Tree Propagation System, Blackmore Co.) with a 50/50 (v/v) mixture of Pro Mix BRK and Sun Gro 852 Professional potting mixes with 4.7g/L of Osmocote Plus (15-9-12) slow-release fertilizer incorporated into the medium prior to planting. Grafted plants were then grown a greenhouse set at 77 F / 72 F daytime/nighttime temperature under halogen lamps set to 16 hr days for subsequent graft healing and growth. Grafts were watered and rootstock sucker shoots were removed as needed. Successful grafts broke bud 10-21d after grafting, and were fertigated weekly with Jack's Professional 20-3-19 Petunia FeED Plus Mg at 400 ppm N. Graft success was assessed 7 weeks after grafting; grafts with >12.7 cm (5 in) shoot growth, a healthy terminal growing tip, and healthy leaves were deemed successful. The mean grafting success for each treatment rep was calculated by dividing the total number of successful grafts by the total number of grafts. To calculate a treatment mean, the grafting success was averaged across the replications for each treatment.

High Tunnel Layering

The successfully grafted plants were stored in a cooler over the winter of 2024/2025 and planted into a high tunnel greenhouse at Hauser's Superior View Farm on May 1, 2025. Each bed consists of two rows with 18" between plants and 18" between rows. For comparison, we also established beds of plants of the same genotypes produced from softwood stem cuttings. This will allow us to compare the number of layered stems we can produce from grafted plants to the number we can produce from stem cuttings growing on their own roots. Though the original intent was to layer the plants during the summer of 2025 we felt the plant vigor and growth rates were not sufficient to support layering in the establishment year. So, we let the plants grow all year and will layer them in the summer of 2026.

To prepare for the layering in 2026 we partnered with Wild Hollow Farm near Sanborn, WI to conduct a layering trial with 2 and 3 year old mother plants in a high tunnel greenhouse. The plants were cut back to the ground in March of 2025, allowed to regrow until the last week of June and were then thinned and layered. To layer, the leaves from the basal 12" were removed from each stem and the bare stems treated with K-IBA dissolved in water at a concentration of 2000 ppm. A 12" high, 18" wide tube was wrapped around each plant and filled with sawdust. Water was applied all summer long and the plants will be dug in November of 2025 to determine # of rooted stems per mother plant. This will provide valuable data for the trial layering in 2026 at Hausers.

We had excess grafted plants from some genotypes so we let them grow in the greenhouse during the summer of 2025 and transplanted them into the field at the Bayfield Go-First Farm near Ashland, WI the first week of October 2025. Our plan is to grow them as single stem trees by pruning any and all suckers that emerge from the ground. We also sent some extra grafted plants back to the University of Minnesota to layer them with a pot-in-pot system in 2026.

successful grafts

Research results and discussion:

3449 grafts were made in the spring of 2024 from February 24 through April 12.  Specific grafting dates and number of grafts made on each grafting date depended on germination of seeds and growth of the hypocotyl shoots. Of the 3449 grafts made, 1812 grew vigorous shoots from the scion for an average success rate of 52%, though some genotypes had rates as high as 61% as shown in the table below.  Our goal was 500 successful grafts per each of 4 genotypes, but the numbers generated are adequate to run the stool-bed layering trial in the high tunnel in 2025. We also tried different concentrations of IAA applied to the graft union but there was no difference across the concentrations.

Grafting Success by Genotype    
Genotype # of grafts made # of successful grafts % successful
10-18 85 46 54%
13-16 80 48 60%
8-66 37 17 46%
9-12 52 22 42%
9-67 40 22 55%
Arb7-1 730 250 34%
NBlais 611 374 61%
PriceW41 771 451 58%
StapN7-6 1043 582 56%
Total 3449 1812

52%

 

Participation summary
2 Farmers/Ranchers participating in research

Educational & Outreach Activities

7 Consultations
1 Journal articles
2 Tours
1 Webinars / talks / presentations

Participation summary:

97 Farmers/Ranchers
10 Agricultural service providers
Education/outreach description:

Hauser's hosted a tour with the UMHDI research team in August 2024 and August of 2025 to see the grafting project.

We have completed a journal article and will submit it to the Journal of Environmental Horticulture in November.  The article will report on the grafting methodology and results.

We presented the seed grafting work at the UMHDI hazelnut growers conference March 7-8, 2025.

Learning Outcomes

Lessons Learned:

We have shown that hypocotyl-grafting with hazelnuts is viable with a success rate averaging 52% across genotype and grafting date. It is a very space efficient method as it doesn't require large rootstock plants. Our pilot project evaluating layering the scion stems in the year after grafting can produce 3-4 rooted layers, so we are excited to apply the lessons learned from the pilot project to the 2025 layering trials with the grafts we made in 2024. Put together, this method of hypocotyl seed-graft layering should be able to produce 3-4 rooted layers in two years, which is better than rooting a 4-5 node tip cutting or epicotyl grafting onto larger rootstock.  

3 Farmers/Ranchers gained knowledge, skills and/or awareness

Project Outcomes

1 Farmers/Ranchers changed or adopted a practice
1 New working collaboration
Recommendations:

Additional work needs to be done with hypocotyl grafting to improve graft healing and scion growth rates. Things to explore include scion-seed compatibility, temperature and moisture during the graft healing process, use of auxins to speed graft healing, maturity and location from the mother plant of the 1-2 node scion stems.

Information Products

Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and should not be construed to represent any official USDA or U.S. Government determination or policy.