Biologist Lincoln Brower of Virginia's Sweet Briar University
has been studying monarch butterflies and their astonishing annual
migration to the central Mexican highlands for 45 years. He helped us
square away the facts in Melina Bellow's feature on the monarchs, "In Search of Magic,"
in our November/December issue. We caught up with him to find out more
about his work and gather some suggestions for traveling to Mexico to
witness the magic yourself.
Why do the monarchs make this journey?
Monarchs are similar in their migratory behavior to many songbirds that invade our temperate zone in the summer, but cannot survive during the winter and so they migrate back into their tropical habitats in the fall. In the U.S. and Canada, milkweeds and nectar sources become superabundant in the spring and summer but completely freeze back in the winter. The big difference between birds and monarchs is that the monarchs return to Mexico, to the same trees in successive winters although they themselves have never been there before. They are the grandchildren and great-grandchildren of the monarchs that were there the previous year. The entire migration is an inherited behavior pattern and we are just beginning to understand this incredible behavior.
What are some of the most interesting aspects of the migration you've discovered?
We have shown how critical the intact oyamel fir canopy is in providing a very tight microclimate that allows the monarchs to avoid freezing during winter storms. The fir trees serves both as a blanket and umbrella for the monarchs.
Monarchs are similar in their migratory behavior to many songbirds that invade our temperate zone in the summer, but cannot survive during the winter and so they migrate back into their tropical habitats in the fall. In the U.S. and Canada, milkweeds and nectar sources become superabundant in the spring and summer but completely freeze back in the winter. The big difference between birds and monarchs is that the monarchs return to Mexico, to the same trees in successive winters although they themselves have never been there before. They are the grandchildren and great-grandchildren of the monarchs that were there the previous year. The entire migration is an inherited behavior pattern and we are just beginning to understand this incredible behavior.
What are some of the most interesting aspects of the migration you've discovered?
We have shown how critical the intact oyamel fir canopy is in providing a very tight microclimate that allows the monarchs to avoid freezing during winter storms. The fir trees serves both as a blanket and umbrella for the monarchs.
I began with an interest in whether or not the monarch was truly an unpalatable butterfly, as was assumed in the 19th- and 20th-century scientific literature. The historical hypothesis held that the monarch derives its unpalatable qualities from bitter substances in its larval foodplant (milkweed). When I tasted the "milk" of the Florida sandhill milkweed, I almost threw up.
Then, while a grad student at Yale University, the late Professor G. Evelyn Hutchinson asked me to present a lecture on monarch migration. I soon combined the two research thrusts and eventually determined that monarchs are indeed toxic to birds because of heart poisons that they sequester as larvae from the milkweeds.
I gained some notoriety, summed up on a T-shirt emblazoned "Brower's Barfing Blue Jays." My colleagues and I then determined that some milkweeds had no cardiac glycosides in them, and produced monarchs that were palatable to the jays. When Fred and Norah Urquhart published their 1976 article in National Geographic, they mentioned that birds were apparently eating many monarchs.
This set off a lightbulb in my brain and provided an opportunity to test our hypothesis in the natural environment. A post-doc colleague and I visited the Sierra Chincua colony in January 1977. We confirmed that grosbeaks and orioles were eating up to a million monarchs over the course of the winter. My students and I then determined that some monarchs are very toxic, others are of intermediate palatability, and others are completely palatable.
When I first visited the Sierra Chincua Sanctuary in Michoacan, my first sight of the vast numbers of monarchs festooning the oyamel firs on that magical mountain changed my life. I instantly recognized the fragility of the whole migratory phenomenon and have spent the rest of my career providing scientific justification for the conservation of these magnificent mountain hideouts for the millions of monarchs that migrate there each winter. The aesthetics and biology of the monarch phenomenon are as unique and wonderous as anything I have could possible imagined.
What's the effect of habitat endangerment on monarch migration and survival?
There are two major threats to the migration of the monarch, which we have termed "an endangered biological phenomenon." These are 1) the ongoing destruction of the oyamel forests in Mexico due to several kinds of illegal logging and 2) the widespread chemical GMO agriculture in the U.S. and Canada that is eliminating hundreds of thousands of acres of monarch breeding habitat.
Are the governments of the U.S. and Mexico working together to protect this amazing phenomenon?
There are some promising new programs involving the collaboration of Mexico, the U.S., and Canada but unless the logging is stopped, the overwintering habitat is properly protected, and some sort of compromise is reached on sterilizing the North American breeding habitat, I think the monarch migration may become doomed in the near future.
Where do you stay when you're in Mexico to study the monarchs' overwintering?
We stay in the town of Angangueo in the Hotel Don Bruno. Bring your longjohn PJs, nights are cold.
Do you have any travel tips/must sees for those going to Mexico to see the overwintering for themselves?
There are many fascinating sights in this part of Mexico. I recommend spending two or three days with the butterflies, followed by a visit to the culturally rich cities of Morelia and Pátzcuaro (about a two- to three-hour drive west of Angangueo). Both cities offer fabulous opportunities for history, good food, and shopping.
Photos: top, Annie Griffiths Belt; bottom, Perry Conway











Thanks very much for this, I just graduated with a degree in History and I love Mexico.
Really interesting article and stunning photo. I too love Mexico and, as Exodus travel there, I can safely say it has some great wildlife opportunities and fantastic scenery.
I´m from Mexico and it´s very interesting like Ruth say to come to Mexico and see this type of scenery. I have been there like in four times and you really enjoy it. Also if you come to Mexico I would like to recommend this new mexican low cost airline VivaAerobus www.vivaaerobus.com this airline offers a lot of cheap flights and a lot of places to visit!