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Merluccius

Merluccius is a genus of marine ray-finned fishes belonging to the family , known as hakes, which includes 16 accepted primarily inhabiting continental shelves and slopes in temperate and subtropical waters. These species are characterized by an elongated, body, two fins, a large terminal mouth with a protruding lower jaw armed with strong teeth, and a light organ. The exhibits a widespread but disjunct across the world's oceans, excluding the Indo-West Pacific region, with found in the eastern Atlantic from to southern , the western Atlantic from to , the southeastern Pacific from to , the northeastern Pacific along the coast of , and isolated populations around southern , , and . Most occupy depths between 50 and 500 meters, behaving as demersal or benthopelagic predators that remain near the bottom during the day but ascend into midwater at night to feed on small fishes, cephalopods, and crustaceans. The accepted include M. albidus, M. angustimanus, M. australis, M. bilinearis, M. capensis, M. gayi, M. hernandezi, M. hubbsi, M. merluccius, M. paradoxus, M. patagonicus, M. peruanus, M. polli, M. productus, M. senegalensis, and M. tasmanicus. Hakes of the genus Merluccius are among the most commercially important groups globally, supporting major fisheries through , , and longlining, with annual catches historically exceeding 1 million tonnes, particularly from species like the European hake (M. merluccius), Argentine hake (M. hubbsi), and Pacific hake (M. productus). They are marketed fresh, frozen, or processed into fillets and fishmeal, contributing significantly to regional economies in countries bordering and Pacific Oceans, though has led to stock declines in several populations.

Taxonomy

Classification

The genus Merluccius belongs to the kingdom Animalia, phylum Chordata, class , order , and family . It was established by in 1810 as part of his early systematic revisions of fish taxa. The type species designated for Merluccius is Merluccius smiridus Rafinesque, 1810, which is now considered a junior synonym of Merluccius merluccius (Linnaeus, 1758), the European hake. Phylogenetically, Merluccius forms a monophyletic group within the family , a of gadiform fishes characterized by shared osteological and genetic traits. Molecular studies, including analyses of mitochondrial control regions and nuclear markers, confirm its close relationship to other genera in Merlucciidae, such as Macruronus, with the family itself positioned as sister to within . Historical taxonomic revisions of Merluccius have relied on both morphological and molecular to delineate species boundaries, evolving from early descriptions to phylogenomic approaches. Inada's 1981 osteological studies recognized 12 , but subsequent morphological and genetic analyses have increased this to 16 valid as currently accepted, addressing ambiguities in rare morphotypes and confirming monophyletic superclusters (e.g., vs. lineages). Notable revisions include molecular confirmation of distinctions between sympatric like Merluccius capensis and M. paradoxus in the , supported by allozyme and mtDNA that highlight their depth-related separation and .

Etymology

The genus name Merluccius derives from the New Latin compound formed by mare (Latin for "sea") and lucius (Latin for "pike"), collectively meaning "sea pike," a reference to the elongated, pike-like body of these marine fishes. Alternative interpretations trace it to Medieval Latin merlutius or merlucius, possibly linked to merula (Latin for a type of sea fish or blackbird), reflecting the species' brownish-gray coloration, though the "sea pike" etymology is more widely accepted in ichthyological literature. The genus Merluccius was first established in 1810 by in his work Caratteri di alcuni nuovi generi e nuove specie di animali e piante della Sicilia, where he elevated the group from its prior placement within the genus . Rafinesque designated Merluccius smiridus—a Sicilian local name "smiriddu" for the fish—as the , though this is now considered a synonym of (Linnaeus, 1758), making the genus name tautonymous with Linnaeus's earlier description of Gadus merluccius. This initial taxonomic separation addressed confusions in earlier classifications, where hakes were lumped with cods in Gadus due to superficial similarities in body form and . Vernacular names for Merluccius species vary regionally and often reflect fishing traditions or morphology; the common English term "" originates from haki (meaning ""), likely alluding to the fish's prominent lower jaw or the hooks used in capture. In , M. merluccius is known as "European hake" or "merluza" in , while Pacific species like M. productus are called "Pacific whiting" in North American fisheries, distinguishing them from smaller whiting species in the genus . Historical synonyms beyond the type include placements in genera like Epicopus (now obsolete), underscoring ongoing refinements in merluccid .

Description

Morphology

Merluccius species exhibit an elongated, body that is compressed laterally, particularly toward the caudal region, with a well-differentiated caudal facilitating streamlined movement. The skin is covered with small, scales that are often , giving the appearance of a relatively smooth texture. They possess a large terminal that is , with the lower jaw protruding slightly, equipped with rows of large, hinged conical teeth adapted for capturing prey. The head is large and flattened, featuring a V-shaped on top. Two dorsal fins are present: the first is short-based and spinous, while the second is long and rayed. The pelvic fins are thoracic in position, inserted subjugularly with 7-10 rays, and the anal fin is long and low, often similar in length to the second dorsal fin. The pectoral fins are long and pointed, with their first ray positioned at or below the eye center. A lateral line is present, typically straight with 101 to 171 scales, and the caudal fin is separate. These fin configurations, combined with a physoclistous swim bladder that provides buoyancy control without connection to the gut, support their demersal and benthopelagic lifestyle, enabling efficient hovering and maneuvering over the seafloor. Sensory adaptations include large eyes suited for vision in low-light conditions typical of deep-water environments. The is well-developed, aiding in prey detection within turbid or low-visibility waters, as is common in gadiform fishes. Coloration typically features silvery sides that fade into a darker, brownish or greenish back, providing for in open water. Juveniles often display more pronounced patterns, such as stripes, enhancing their ability to blend with benthic structures and avoid predators. Across species, body size varies, influencing proportional features like fin length relative to overall .

Size and growth

Species in the genus Merluccius exhibit considerable variation in adult size, with typical total lengths (TL) ranging from 30 to 100 cm across most species. For example, the (M. productus) reaches a maximum of 91 cm TL, while the Cortez hake (M. hernandezi) attains smaller sizes, commonly up to around 30-40 cm TL. Growth in Merluccius species is characterized by rapid initial rates in the first 2-3 years, often 20-30 cm per year, followed by a marked slowdown in later stages. This pattern is well-described by the von Bertalanffy growth model, with parameters for the European hake (M. merluccius) including an asymptotic length (L) of approximately 85 cm and a (K) of about 0.15 year-1. is evident, as females generally grow faster and attain larger sizes than males in most species. Development proceeds through planktonic larval stages beginning with a , during which larvae are buoyant and passively dispersed. occurs at around 2-3 TL, marked by the development of fins and a shift to more active juvenile forms, typically after 25-30 days post-hatching. Sexual maturity is reached at 25-40 TL, varying by species and sex, with females often maturing at larger sizes. Females also tend to have longer lifespans than males, contributing to the observed size differences in adulthood.

Distribution and habitat

Global range

The genus Merluccius exhibits a circumglobal distribution in temperate to subtropical waters of the Atlantic and eastern Pacific Oceans, as well as southern regions of the western Pacific including and , with species such as M. australis and M. tasmanicus occurring off , , and , but is absent from the region encompassing the and central-western Pacific. Species typically inhabit continental shelves and slopes at depths ranging from 50 to 1,000 m, with some extending beyond 1,000 m in certain areas. This distribution spans both hemispheres, reflecting an anti-tropical pattern where northern and southern populations are separated by tropical zones. In the , Merluccius species occupy both eastern and western basins. Eastern Atlantic representatives, such as M. merluccius, range from southward to , including the and extending into the . Western Atlantic species include M. bilinearis, distributed along the North American coast from Newfoundland and the to the Mid-Atlantic Bight near . Southern African populations, exemplified by M. capensis, occur off the southeastern Atlantic coast from (near Baie Farte at 12°30'S) around the to , . Pacific Ocean distributions are confined to the eastern and southern sectors. In the eastern Pacific, M. productus inhabits waters from the to , . Southern Pacific species include M. peruanus off and M. gayi off the coasts of from (18°S) to (42°S). Historical expansions of Merluccius ranges have been influenced by post-glacial climate shifts following the Pleistocene, with genetic analyses revealing isolation between northern and southern populations due to barriers during glacial maxima that forced northward recolonization. Allozyme data support this, showing greater genetic divergence across tropical divides than within hemispheres, indicative of vicariant events during ice ages.

Environmental preferences

Merluccius species are primarily demersal fishes, occupying depths of 70–350 m during the day and often undertaking diel vertical migrations to mid-water layers at night; they show a preference for muddy or sandy substrates on slopes. These hakes favor water temperatures between 8 and 18°C, with levels of 35–36 , though subtropical species such as Merluccius gayi can tolerate warmer conditions up to 22°C. Merluccius avoid low-oxygen zones where dissolved oxygen falls below 2 ml/L, as seen in distributions influenced by oxygen minima in upwelling systems. They are commonly associated with upwelling areas, such as the Benguela and California currents, where nutrient-rich waters support high productivity essential for their food resources. Seasonal migrations in Merluccius involve both movements tied to fronts, with temperate like Merluccius merluccius typically shifting northward and inshore during summer.

Biology

Reproduction

of the genus Merluccius are oviparous, gonochoristic fishes that reproduce through , producing pelagic eggs and larvae that drift in ocean currents. They exhibit a batch-spawning with indeterminate , releasing multiple batches of eggs over extended spawning seasons that vary by and region; for example, M. merluccius typically spawns from winter to spring in but shows year-round activity with peaks in spring-summer in the Mediterranean. This protracted spawning enhances larval dispersal and survival by aligning with favorable environmental conditions. Fecundity in Merluccius is high, with females producing 100,000 to over 1,000,000 eggs annually depending on body size and condition, as indeterminate allows ongoing recruitment during spawning. is generally reached at 2–5 years of age and 25–50 cm (TL), though these thresholds vary across ; males often mature earlier and at smaller sizes than females, such as at approximately 33 cm and 2.5 years for male M. merluccius. Spawning typically occurs in offshore areas with strong currents that facilitate larval dispersal, such as the shelf break (50–100 m depth) for M. gayi off central Chile or the Bay of Biscay for M. merluccius. Hermaphroditism is rare in the genus but has been documented in isolated cases, including synchronous functional hermaphrodites in M. merluccius from the Mediterranean and M. productus from the Pacific. Eggs of Merluccius measure 1–1.5 mm in diameter and hatch in 5–7 days at typical sea temperatures (10–15°C), yielding larvae around 2.2–3.5 mm in length with sacs for initial nourishment. Early larval stages are highly vulnerable, experiencing elevated mortality from predation and passive away from suitable nursery habitats.

Diet

Merluccius species are carnivorous mid-level predators occupying trophic levels between 3.0 and 4.5, typically around 4.0–4.4, depending on age and region, positioning them as key energy transfer agents in webs. Their diet undergoes significant ontogenetic shifts: larvae are primarily planktivorous, consuming eggs, nauplii, and calanoid s, which constitute up to 74% of their by volume. Juveniles transition to small crustaceans like euphausiids and mysids, dominating their intake (e.g., 98% by weight in early juveniles of M. productus). As adults, Merluccius become predominantly piscivorous, with comprising 70–94% of their diet by weight in larger individuals, alongside decapods, cephalopods, and euphausiids; for instance, M. merluccius preys heavily on schooling species such as Trachurus trachurus (47% index of relative importance) and Sardina pilchardus, while M. productus targets , sand lance, and . occurs frequently in dense populations, accounting for up to 30% of the diet in some ecosystems, particularly when juvenile abundance overlaps with adults. These hakes employ an opportunistic feeding strategy, targeting patchily distributed schooling prey in mid-water or near the surface, with a pronounced nocturnal pattern evidenced by higher stomach fullness at night and daily vertical migrations to access pelagic resources. Stomach content analyses reveal seasonal variations, such as increased consumption in summer and fish dominance in winter, reflecting prey availability fluctuations.

Ecology

Behavior

Merluccius species exhibit pronounced patterns, remaining closer to the bottom during the day and ascending into pelagic waters at night to facilitate feeding activities. Archival tagging studies on the European hake (M. merluccius) have revealed frequent vertical excursions across the , with individuals experiencing rapid temperature fluctuations exceeding 7°C during these movements, typically occupying depths of 100–350 m overall. Juveniles follow a similar rhythm, with those measuring 9–15 cm in total length shifting 10–20 m off the bottom at night while distributing between pelagic and benthic zones on the continental shelf, often forming schools in mid-water layers to enhance efficiency. Seasonal migrations in Merluccius involve latitudinal shifts driven by reproductive cycles and environmental cues, such as gradients. For instance, in M. merluccius, adults tend to concentrate in southern regions during winter for spawning and disperse northward in summer, with juveniles recruiting to northern areas as they grow; this pattern aligns with ontogenetic changes, where larger individuals prefer deeper, cooler waters (9.65–19.23°C). Acoustic tracking and survey data on Pacific (M. productus) further demonstrate -mediated responses, with distributions shifting poleward in warmer conditions and non-stationary effects influencing routes along the continental slope. Socially, Merluccius species form loose aggregations rather than highly polarized tight schools, allowing flexible grouping for resource access while maintaining individual mobility. These aggregations facilitate coordinated predator avoidance through acoustic signaling, where individuals detect and respond to conspecific sounds or vibrations to evade threats in open water. In low-visibility depths typical of their (often below 100 m), Merluccius rely on the system to detect hydrodynamic vibrations and water movements, enabling navigation, prey localization, and predator evasion where visual cues are limited. This mechanosensory adaptation is crucial for benthic-pelagic transitions, supporting behaviors like diel migrations in stratified environments.

Predation and symbiosis

Merluccius species are subject to predation by a range of larger marine predators, reflecting their position as mid-trophic level consumers in coastal and shelf ecosystems. For European hake (M. merluccius), documented predators include larger fishes such as (Gadus morhua), (Xiphias gladius), (Seriola dumerili), and (Squalus acanthias), as well as marine mammals like bottlenose dolphins (Tursiops truncatus) and harbor porpoises (Phocoena phocoena). Similarly, Pacific hake (M. productus) are preyed upon by California sea lions, small cetaceans, and , with predation intensity varying seasonally and linked to hake migrations. Juveniles across the genus show particularly high vulnerability to predation, including significant by older conspecifics, which drives elevated early-life mortality and shapes population recruitment dynamics. In their ecosystems, Merluccius serve as essential prey, channeling energy to apex predators and maintaining trophic balance. Pacific hake , for instance, supports key predators like marine mammals, seabirds, sharks, and groundfishes in the northeastern Pacific, contributing to the stability of fisheries for species such as . European hake fulfill a comparable role in the northeastern Atlantic and Mediterranean, where their abundance influences the success of demersal predators and marine mammals. Symbiotic interactions in Merluccius primarily involve parasitic relationships, with anisakid nematodes such as Anisakis simplex and A. pegreffii commonly infecting viscera and musculature across . These parasites exhibit high prevalence—up to 80% in some populations—and can negatively impact host condition and energy allocation, particularly during , though effects on proximate composition and fatty acids are minimal. Overfishing of Merluccius has triggered trophic cascades in upwelling-dominated systems like the , where depletion of stocks (e.g., Cape hake M. capensis) has reduced top-down control, leading to expansions in mesopredators, invertebrates, and algal blooms while altering overall structure. In the Mediterranean and northeastern Atlantic, similar of European hake has contributed to regime shifts by disrupting energy transfer and predator-prey balances in demersal communities.

Species

Recognized species

The genus Merluccius comprises 16 valid according to current taxonomic assessments, such as (Fricke et al. 2025). These are primarily demersal fishes found in temperate and subtropical waters of the Atlantic and Pacific Oceans, with varying maximum sizes and regional distributions. Key examples include the European hake (M. merluccius), which inhabits the Northeast Atlantic and Mediterranean up to 1.35 m in length, and the Pacific whiting (M. productus), occurring in the Northeast Pacific and reaching 105 cm. The following table summarizes the recognized species, their common names, primary distributions, and maximum reported lengths:
Scientific NameCommon NamePrimary DistributionMax Length
M. albidusOffshore hakeNW Atlantic60 cm
M. angustimanusPanama hakeEastern Central Pacific40 cm
M. australisSouthern hakeSouthern Pacific/Atlantic160 cm
M. bilinearisSilver hakeNW Atlantic60 cm
M. capensisShallow-water Cape hakeSE Atlantic140 cm
M. gayiChilean hakeSE Pacific70 cm
M. hernandeziCortez hakeEastern Central Pacific18 cm
M. hubbsiArgentine hakeSW Atlantic100 cm
M. merlucciusEuropean hakeNE Atlantic/Mediterranean135 cm
M. paradoxusDeep-water Cape hakeSE Atlantic120 cm
M. patagonicusPatagonian hakeSW Atlantic80 cm
M. peruanusPeruvian hakeSE Pacific115 cm
M. polliBenguela hakeSE Atlantic50 cm
M. productusPacific whitingNE Pacific105 cm
M. senegalensisSenegalese hakeE Atlantic90 cm
M. tasmanicusTasmanian hakeSouthern Australia/Tasmania37 cm SL
Recent taxonomic revisions include the description of M. patagonicus in 2003 from Argentine waters, based on morphological distinctions from related species like M. hubbsi. Genetic analyses have further confirmed M. hernandezi as a distinct dwarf species in the eastern central Pacific, reaching only about 18 cm. Note that some , such as M. tasmanicus and M. peruanus, face ongoing debate regarding synonymy with M. australis and M. gayi, respectively, based on molecular data.

Diversity patterns

The genus Merluccius exhibits pronounced biogeographic patterns, with concentrated in Ocean, where approximately 9 species occur across eastern and western basins, compared to 7 species in the . This disparity reflects an evolutionary origin in the North during the early Eocene (~50 million years ago), followed by southward dispersal and vicariant events that favored Atlantic diversification over Pacific . Southern endemics, such as M. capensis and M. paradoxus off , exemplify this vicariance, arising from historical oceanographic barriers like the system that isolated populations post-Gondwanan fragmentation influences on marine connectivity. Endemism in Merluccius is regionally pronounced, with no true trans-Pacific species and distributions largely confined to continental shelves of and eastern Pacific. Notable examples include M. capensis, endemic to the southeastern Atlantic off , and M. gayi, restricted to the southeastern Pacific along and , highlighting anti-tropical patterns driven by thermal barriers and the closure of the (~3.5 million years ago). These patterns underscore a lack of across oceanic basins, with the genus avoiding the due to unsuitable tropical conditions. Phylogenetic analyses reveal an evolutionary history marked by a basal split into (Euro-African, 5 species) and (American, 6 species) clades around 9-10 million years ago, calibrated via molecular clocks using and ITS1 sequences. Recent studies suggest potential cryptic species within the clade, such as morphotypes resembling M. angustimanus that may represent hybrids or subpopulations of M. productus and M. gayi, diverging as recently as 0.25 million years ago, though evidence remains tentative without full taxonomic resolution. Genetic diversity in Merluccius varies markedly by region and exploitation status, with overfished populations showing significant reductions; for instance, the southern stock of M. merluccius experienced a 43-fold decline in (from ~12,480 in 1976 to 291 in 2004) alongside an 80% drop in , leading to lowered . In contrast, isolated southern taxa like M. capensis and M. paradoxus maintain higher due to historical and limited pressure, as evidenced by deep electrophoretic divergences ( million years ago) between sympatric lineages. Meta-analyses across exploited fishes confirm this trend, linking overharvesting to broader erosion of allelic richness in Atlantic Merluccius stocks.

Human uses

Commercial fisheries

Merluccius species are among the most commercially important demersal fish globally, with capture fisheries contributing significantly to the economy of several nations. Annual global catches of hake, primarily from the genus Merluccius, reached a peak of 2.3 million tonnes in 1973 but have since declined due to overfishing pressures, stabilizing at approximately 1 million tonnes in recent years based on aggregated data from major stocks. As of 2020-2023, global catches have hovered around 900,000 tonnes. These fisheries are dominated by a few key species, including Pacific hake (M. productus), which accounted for an average of about 339,000 tonnes annually from 2014 to 2023 in U.S. and Canadian waters, and Argentine hake (M. hubbsi), with catches around 300,000 tonnes in the Southwest Atlantic. European hake (M. merluccius) contributes around 89,000 tonnes annually in recent years for the northern stock in European waters, while combined catches of Cape hakes (M. capensis and M. paradoxus) total about 150,000 tonnes from Namibian stocks and around 140,000 tonnes from South African stocks. Fishing methods for Merluccius primarily involve , which targets demersal aggregations but can be non-selective, leading to of non-target such as juvenile fish and other groundfish. Mid-water is used for pelagic phases of like M. productus, while longlines are employed in some directed fisheries, particularly for larger individuals in South African and Namibian operations. Management often relies on total allowable catch (TAC) systems with seasonal quotas; for example, the sets TACs for northern M. merluccius stocks, with 2023 advice limiting catches to 83,130 tonnes to align with principles. Similar TAC frameworks guide U.S.- Pacific fisheries, where the 2023 coast-wide TAC was 625,000 tonnes, though actual catch was 264,000 tonnes due to market and operational factors. Trade in Merluccius products is substantial, with frozen fillets and being the primary forms exported for human consumption. In 2020, global trade volume was 429,000 tonnes, valued at approximately $1.18 billion USD, representing about 2.2% of international frozen fish trade by weight. Major exporters include , , the , , and , with serving as a key processor and re-exporter within the EU. The overall economic value of Merluccius fisheries exceeds $2 billion USD annually when including domestic markets and processing. Historical trends show intense exploitation in the , with catches exceeding 1.5 million tonnes, followed by widespread declines from that prompted TAC implementations and gear restrictions to mitigate impacts on ecosystems.

Conservation measures

Conservation measures for species in the genus Merluccius primarily focus on sustainable to prevent , given their commercial importance and vulnerability to intensive . These efforts are implemented through regional organizations, national policies, and international agreements, emphasizing total allowable catches (TACs), technical regulations, and protection. Globally, most Merluccius species are assessed as Least Concern by the , but regional populations, such as European hake (M. merluccius) in the Mediterranean, are classified as Vulnerable due to historical and slow recovery. For European hake (M. merluccius), the EU's multiannual management plan for demersal stocks in Western Waters and adjacent areas (Regulation (EU) 2019/472) sets fishing mortality targets within the FMSY range (typically 0.12–0.18 for this species) to achieve by 2020, with harvest control rules limiting annual variations in catches to 20% and requiring remedial actions if spawning stock biomass falls below biological limits. Technical measures include minimum landing sizes (e.g., 20 cm), gear selectivity improvements like larger mesh sizes in trawls (110 mm cod-end), and discard reduction plans to minimize and juvenile mortality. In the Mediterranean, the General Fisheries Commission for the Mediterranean (GFCM) Recommendation GFCM/42/2018/5 establishes fisheries restricted areas (FRAs) in the , with 1-nautical-mile buffer zones prohibiting , and seasonal closures in the Gulf of from July to September to protect nursery grounds. Monitoring involves , annual catch reporting, and scientific assessments by bodies like the to identify nursery areas and evaluate stock status. South African hake species (M. capensis and M. paradoxus) are managed under Namibia's and South Africa's joint fisheries policies, which impose TACs allocated via individual transferable quotas (ITQs) to control effort, alongside depth restrictions ( limited to >200 m for M. capensis to protect juveniles) and minimum mesh sizes of 110 mm. These measures aim to maintain spawning stock above 20% of unfished levels, with observer programs monitoring discards and . M. capensis is assessed as Least Concern by the IUCN, while M. paradoxus remains unassessed, but both are considered sustainably managed through ecosystem-based approaches that account for trophic interactions. Argentine hake (M. hubbsi) fisheries in the Southwest Atlantic are regulated by Argentina's Federal Fisheries Council, which enforces annual TACs (e.g., reduced by 20% in to aid recovery) and permanent bans in areas south of 41°S to safeguard juveniles. Additional protections include closed seasons during peak spawning (May–) and mesh size requirements (120 mm) to enhance selectivity, with stock assessments by the Instituto Nacional de Investigación y Desarrollo Pesquero (INIDEP) guiding quota adjustments. These actions address past , promoting rebuilding toward sustainable levels.

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