Productivity and profitability of multistrata organic versus conventional coffee farms in Costa Rica

In areas where traditional multistrata coffee systems have been transformed to systems with patchy or no shade at all, often dependent on high chemical inputs, ecological and socioeconomic degradation has become an increasing issue. During the 1990s, rising environmental and health concerns have promoted the interest in organic production systems and their environmental services for natural resource conservation. This study compared productivity, profitability, producer-defined constraints, and goals and research priorities between ten individually paired organic and conventional coffee farms in Costa Rica. Although five of the organic farms matched or exceeded the production of their conventional counterparts, the three-year mean yield of the organic farms as a group was 22% lower than that of the conventional farms. However, excluding organic certification costs, mean variable costs and net income (NI) were similar for both groups, mainly because organic price premiums received by the farmers compensated for lower yields. If current organic certification costs are included, the price premiums paid to organic producers would have to increase to 38% in order to equal the NI from conventional coffee. Conventional farmers indentified low and unstable prices as the main constraints to sustained production and stated further intensification of production as their main goal. In contrast, the key issues for future development of the organic group centered on farm diversification, agroecological self-sufficiency, and agronomic practices that permit organic farm management. This revised version was published online in June 2006 with corrections to the Cover Date.     

Shade improves coffee quality in a sub-optimal coffee-zone of Costa Rica

Quality is an important attribute of coffee. Therefore it is important to understand the effect of overstory trees not only on the environment and long-term coffee production, but also on the quality of coffee grown underneath the trees. This study compared coffee quality of Coffea arabica L. vars. Caturra and Catimor 5175 under different levels of shade in a low-elevation, sub-optimal environment for coffee in Costa Rica. Fruit weight and bean size increased significantly when shade intensity was increased from 0% to more than 80% under unpruned Erythrina poeppigiana. While large beans (diameter > 6.7 mm) accounted for 49 and 43% of the coffee from unshaded Caturra and Catimor, respectively, these proportions increased to 69 and 72% under dense permanent shade. This suggested a stronger shade benefit for Catimor than for Caturra. The conversion percentages from fresh-weight coffee fruits to dry-weight green coffee for export were not affected by the treatments. A blind tasting experiment showed consistent shade-induced improvements in appearance of green and roasted coffee as well as in acidity and body of the brew for both varieties. The effect of shade on aroma of the brew was neutral for Caturra and slightly negative for Catimor. It is hypothesized that, in the sub-optimal (low-altitude) coffee-zone studied, shade promotes slower and more balanced filling and uniform ripening of berries, thus yielding a better-quality product than unshaded coffee plants. Shade experiments along environmental gradients should help to validate this conjecture and its relative importance in different coffee-zones.     

Designing pest-suppressive multistrata perennial crop systems: shade-grown coffee in Central America

During most of its cultivation in Central America, coffee (Coffea arabica L.) suffered few serious pest problems. However, over the past three decades, three factors contributed to significantly increase pest levels and losses: the recent introduction of new pests; more favorable conditions for existing pests, diseases, and weeds due to lower shade levels; and secondary pest problems caused by pesticide use. The strategy of maximizing coffee production with pest control dominated by synthetic pesticides has not only increased yields substantially, but also production costs, pesticide resistance, and both human health and environmental risks. An analysis of the response of the food web in coffee plantations to varying levels of light and humidity associated with different shade levels provides the basis for identifying the optimum shade conditions which minimize the entire pest complex and maximize the effects of beneficial microflora and fauna acting against it. These optimum shade conditions for pest suppression differ with climate, altitude, and soils. The selection of tree species and associations, density and spatial arrangement, as well as shade management regimes are critical decisions for shade strata design. Site-specific knowledge of the seasonal food web dynamics permits growers to determine the appropriate seasonal shade management in order to further suppress pest levels. For example in a low-elevation dry coffee zone, 35 to 65% shade promotes leaf retention in the dry season and reduces Cercospora coffeicola, weeds, and Planococcus citri; at the same time, it increases the effectiveness of microbial and parasitic organisms without contributing to increased Hemileia vastatrix levels or reducing yields. In these conditions, shade should be at a maximum early in the dry season and at a minimum by the middle of the rainy season. Further research is needed on: the effects of individual tree species on the food web; the role of canopy architecture for coffee vigor, photosynthesis, leaf drying, pest susceptibility, and pruning regimes; and on simple observation methods and decision criteria for farmer management of tree-coffee-food web interactions. This revised version was published online in June 2006 with corrections to the Cover Date.     

Contents of Volume 53

Volume Contents

Contents of Volume 53     

Research methods for multistrata agroforestry systems with coffee and cacao: recommendations from two decades of research at CATIE

This paper reviews the research themes and methodologies used by CATIE in agroforestry research with shade trees over coffee (Coffea arabica) and cacao (Theobroma cacao) during the past 20 years. Initially research focused on characterization and production studies (of crop and timber including border areas) of traditional systems using temporary and permanent sample plots on private farms. The assessment area of traditional shade-coffee (or cacao) systems should be the whole plot, including the border areas, and not some subjectively selected central area which supposedly represents unit area productivity. Uncontrolled crop, tree, and management heterogeneity limited extrapolation of early on-farm research results to other farmers' fields. Replicated case studies of best bet technologies (traditional or experimental) on different farms are often preferable to the use of formal experimental designs. On-station research included the use of systematic spacing designs to test extreme shade tree density treatments of coffee. Most nutrient cycling studies were also carried out on-station, using service and timber shade species over coffee and cacao to evaluate the ability of these agroforestry systems to maintain nutrient reserves and diversify production. Plot size (even 36 × 36 m) was limiting for long term research because of inter-plot interference, both below- and above ground, when using fast growing, tall timber trees as shade. These experiences suggest a minimum plot size of 2,500 m². Individual tree designs and tree-crop interface studies (e.g. regression analysis of data taken along transects) are promising experimental/sampling approaches that need further development. The principal research thrusts proposed for the next five years are bio-physical process research on coffee responses to shade and competition with trees (growth, carbon allocation, phenology, disease-pest tolerance, yields and coffee quality effects) and socioeconomic analyses of both traditional and new or improved shade – coffee combinations vs. monocultures. This revised version was published online in June 2006 with corrections to the Cover Date.     

Crown development and biomass production of pollardedErythrina berteroana,E. fusca andGliricidia sepium in the humid tropical lowlands of Costa Rica

Leguminous trees are widely used to support climbers such as black pepper (Piper nigrum L.) and vanilla (Vanilla planifolia Andr.), to provide shade to crops and to maintain soil fertility. Pruning or pollarding provides the means to maximize benefits from the trees, particularly through the production of biomass as a soil amendment. At the same time, excessive shading is reduced. In order to quantify the degree of shading of black pepper by the support trees during a six-month pollarding cycle, this study monitored crown development (part I) and light transmission (part II) of three widely used species,Erythrina berteroana Urban,E. fusca Loureiro andGliricidia sepium (Jacq.) Steud.The two sites were in the humid Atlantic Lowlands of Talamanca, southern Costa Rica (mean annual rainfall 2460 mm, no distinct dry season), on alluvial soils (typic Tropofluvents) with low levels of K, P, Mn and Zn. Two-year-old trees, that had been established from cuttings as live supports for black pepper, were used for the study. They were pollarded twice per year. The variables measured/estimated monthly were: stem diameter at breast height (dbh); height, foliated height, depth, diameter, leaf area and leaf biomass of crowns; length, diameter, number and inclination of branches. Leaf nutrient contents were also determined.Following pollarding,G. sepium was the first to resprout, followed byE. berteroana andE. fusca. G. sepium with its few but erect and long branches had slender, columnar crowns. while those ofE. berteroana andE. fusca were more spherical. Four months after pollarding,G. sepium started shedding leaves at the base of its branches. Average crown diameter after six months were 2.2 m forE. berteroana, 1.9 m forE. fusca and 1.5 m forG. sepium; average crown depths after six months were 2.8 m, 2.1 m, and 2.7 m, respectively, for the three species. For 1600 trees ha^–1 and two prunings per year, foliar biomass production from prunings alone (i.e., without litter fall), calculated from regressions with length and basal diameter of branches as independent variables, was 3.8 t, 3.4 t and 2.3 t dry matter ha^–1 a^–1 forE. berteroana, E. fusca andG. sepium, respectively; these estimates agreed well with measured values. The corresponding N contents were 146 kg, 124 kg and 90 kg, respectively. While N contributions from the prunings exceeded 50% of the fertilizer recommendations for black pepper, the contributions were <10% for P and <40% for K. Linear regressions between leaf area and branch dimensions, and quadratic regressions between foliar biomass and crown diameter showed high coefficients of determination (0.83>R ²>0.99). Correlations between foliar biomass, dbh, and dbh increments were generally weak. Conclusions from the study appear to be valid also for other agroforestry systems where the same species are planted under similar ecological conditions for reasons other than as live supports.

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Resumen Los árboles leguminosos se usan frecuentamente como soportes vivos para plantas trepadoras como pimienta negra (Piper nigrum L.) y vainilla (Vanilla planifolia Andr.), para dar sombra y para reducir el desgaste de los suelos. La poda de los árboles reduce la cantidad mantener la fertilidad de sombra y produce biomasa que sirve como enmiendas. Con el objectivo de cuantificar el grado del sombreado de pimienta negra por los árboles durante un cíclo de poda de seis meses, se monitoreó en este estudio el desarrollo de la copa (parte I) y la transmisión de luz (parte II) de tres especies usados como soportes vivos:Erythrina berteroana Urban,E. fusca Loureiro yGliricidia sepium (Jacq) Steud.Los dos sitios estan en la zona tropical húmeda de Talamanca Baja, en el sureste de Costa Rica (precipitación promedia 2460 mm, sin estación seca) en suelos aluviales (Typic Tropofluvents) y pobres en K, P, Mn y Zn. Los árboles fueron establecidos de estacas. Cuando este estudio empezó, los árboles tenían dos años de edad y fueron podados dos veces por año. Los parámetros medidos ó estimados mensualmente fueron: diámetro del tronco a la altura del pecho (DAP); altura, altura foliada, profundidad, diámetro, área foliar y biomasa foliar de las copas; largo, diámetro, número y inclinación de las ramas. Además se determinó el contenido de nutrientes de las hojas.Despues de la poda,G. sepium fue el primero en rebrotar, seguido porE. berteroana yE. fusca. G. sepium con sus ramas escasas pero largas y erectas, formó una copa delgada y columnar, mientras que las copas deE. berteroana yE. fusca fueron más esféricas. Cuatro meses después de la poda,G. sepium empezó a perder las hojas en la base de sus ramas. El promedio del diámetro de la copa después de seis meses fue de 2.2 m paraE. berteroana, 1.9 m paraE. fusca y 1.5 m paraG. sepium; el promedio de la profundidad de la copa después de seis meses fú de 2.8 m, 2.1 m y 2.7 m, respectivamente para las tres especies. Para 1600 árboles ha^–1 y dos podas por año, la producción estimada de biomasa foliar de la poda (sin tomar en cuenta la hojarasca caída antes), calculada de regresiónes con el largo y el diámetro basal de las ramas como variables independientes, fue de 3.8 t, 3.4 t y 2.3 t de matéria seca ha^–1 a^–1 paraE. berteroana, E. fusca yG. sepium, respectivamente; estos valores calculados concordaron bien con valores medidos. El contenido de N correspondiente fué de 146 kg, 124 kg, y 90 kg, respectivamente. Mientras que la contribución de N procedente de las podas excedió 50% de una recomendación de fertilización común para pimienta negra, la contribución de P fue inferior al 10%, y menos del 40% para K. Regresiones lineales entre área foliar y las dimensiones de la ramas, y regresiones cuadraticas entre biomasa foliar y el diámetro de la copa mostraron altos coeficientes de determinación (0.83>R ²>0,99). Las correlaciones entre biomasa foliar, el DAP y incrementos del DAP fueron generalmente débiles. Las conclusiones de éste estudio parecen válidas tambien para sistemas agroforestales donde las especies estudiadas son plantadas bajo condiciones ecológicas similares para propósitos diferentes de como soportes vivos.