Rationalization of the Commercial Afforestation Program on the Western Shores of Lake St. Lucia for Nature and Wilderness Conservation, KwaZulu-Natal Province, South Africa William R. Bainbridge Abstract—The purpose of this paper is to describe a recent initiative to rationalize the commercial afforestation program on the Western Shores of Lake St. Lucia. This initiative is believed to have considerable potential benefits for the conservation of Lake St. Lucia: to bring about a significant addition of conservation-worthy land to the St. Lucia Wetland World Heritage Site, to make important contributions to the conservation of the unique natural communities of the area, and to promote tourism in a portion of the St. Lucia system not previously available to the public. Overall, this is expected to create employment opportunities in one of the poorer parts of the country, stimulate the local economy, and benefit local communities in other ways. Commercial afforestation, combined with tourism (and ecotourism), will continue in portions of the system that are most suitable for these uses, but in a manner compatible with its World Heritage Site status. From a wilderness conservation viewpoint, it will add a protective internal buffer to the southeastern portions of the park, isolating the lake and terrestrial wildernesses from disturbance from the developed areas along the principal road and rail access routes to the west of the park. Historical Perspectives ___________ Lake St. Lucia, in the northeastern portion of KwaZuluNatal Province, is the largest natural water body in South Africa. It has an international reputation because of its historical background, its considerable natural beauty and tourism appeal, and its significant natural resources, many of which have considerable scientific value. These were among the considerations that led to the appointment of the St. Lucia Commission of Enquiry in 1964. The Commission was instructed to investigate alleged threats to the survival of plant and animal life of the lake, and factors causing high salinity levels in drought years, which at times were higher than that of the sea. The salinity regime is the principal physical factor that determines what species, and hence ecosystem states, that may occur in the system at any stage. The Commission was instructed to recommend a solution that would best suit the lake and surrounding agriculture, forestry, and domestic and commercial water needs in the total catchment area (Commission of Enquiry, Lake St. Lucia 1966; Taylor 1991). The recommendations of the Commission were comprehensive and far reaching. Important recommendations included: • The phasing out of plantations that had been established in the immediate vicinity of the lake, and consolidation of this land with other areas to increase the extent of the protected area surrounding Lake St. Lucia. • Placement of the lake and the expanded protected area under a single management authority. Unfortunately, these recommendations were largely ignored by the apartheid government of the day. The threats to the lake were in fact intensified in the early 1990s by the same government (Bainbridge 1993/4), when a proposal to implement dune mining in the coastal dune cordon on the Eastern Shores of the lake was given serious consideration (Tinley 1985). It was anticipated that this form of strip mining had the potential to cause significant negative impacts on freshwater flows into the lake. However, this threat was averted by concerted public opposition from local and international environmentalists (Bainbridge 1993/4; Brooks and others 1993; Dominy 1992; Leon and others 1993). An important additional benefit of this campaign to prevent dune mining was the decision by the government to remove 5,600 ha (13,840 acres) of manmade forests from the Eastern Shores, which was in itself a noteworthy achievement for the environmental movement. However, this decision did not at that time affect any of the plantations on the Western Shores, despite the negative impacts on this sensitive environment. Importance of the St. Lucia Wetland World Heritage Site ______________ William R Bainbridge is an Environmental Consultant and a Director of the Wilderness Action Group of South Africa, 314 Alexandra Road., Pietermaritzburg 3201, South Africa. E-mail wrbainbr@iafrica.com Importance for Nature Conservation In: Watson, Alan; Sproull, Janet, comps. 2003. Science and stewardship to protect and sustain wilderness values: Seventh World Wilderness Congress symposium; 2001 November 2–8; Port Elizabeth, South Africa. Proc. RMRS-P-27. Ogden, UT: U.S. Department of Agriculture, Forest Service, Rocky Mountain Research Station. Lake St. Lucia is the estuary on the Mkuze River, but it also receives water from a number of other smaller rivers and streams. Although these are all relatively small rivers by African standards, St. Lucia is one of the largest, if not the USDA Forest Service Proceedings RMRS-P-27. 2003 127 Bainbridge Rationalization of the Commercial Afforestation Program on the Western Shores of Lake St. Lucia... largest, estuarine system on the African Continent. The lake is located in the Maputaland Coastal Plain at the southernmost extremity of the Mozambique Coastal Plain, which lies along the east coast of Africa between Somalia in the north and Zululand in the northeastern corner of KwaZulu-Natal Province in South Africa. Lake St. Lucia and its associated terrestrial, wetland, and marine environments have long been regarded as having major importance for nature conservation and tourism, and calls made for its protection (Bruton and Cooper 1980; Delagorgue 1990; Ellis 1975; Frost 1990; Taylor 1991). These are now protected in the most important coastal protected area in the country, known as the Greater St. Lucia Wetland Park, with an area of just under 290,000 ha (716,600 acres). The importance of this area has been recognized for over a century. International recognition of the importance of the area was accorded when the area was included in two Wetlands of International Importance under the Ramsar Convention in 1975 (Jackson 1992a), and admitted to the World Heritage Site (WHS) list in 1999—the first South African site to be accorded this prestigious status (KwaZuluNatal Nature Conservation Service 1999). A complete description of the importance of the area for nature conservation is provided in its nomination proposal for WHS satus (KwaZulu-Natal Nature Conservation Service 1999). Among the many important attributes that should receive mention is the role of the lake as a breeding ground and nursery for marine organisms. Wildernesses of the Park There has long been appreciation that extensive portions of the park remain substantially unmodified by technological man, and still retain the near-pristine condition that pertained when the park was occupied by early huntergatherer people, well into the twentieth century. This is one of the last remaining coastal areas to survive with its wilderness character still largely intact, which is one of the reasons why the park was awarded WHS status (Bainbridge 2001). A high proportion of the park has been zoned as wilderness by administrative arrangement for several decades, but these zones have been revised as part of the management plan for the WHS (LSDI 2000; Bainbridge and others 2000). Included in the wilderness zones are an extensive area of the eastern portion of the lake itself and a large area of land in the central portion of the park, together with adjacent marine sanctuary areas in both the central part of the park and in the north (fig. 1). These are the only remaining coastal wildernesses in the country. It is envisaged that these wilderness zones will be entrenched in law, in terms of recent legislation. Although not yet afforded legal protection as wilderness areas per se, they enjoy secure legal protection in terms of several statutes, including the World Heritage Convention Act of 1999. The St. Lucia wildernesses are nevertheless vulnerable to disturbance from several quarters, especially from development in the western peripheries of the park. This explains the importance of the land-use rationalization exercise on the Western Shores. 128 Afforestation on the Western Shores ________________________ Extent of Western Shores Plantations As noted above, the program to establish commercial timber plantations on State land on the Eastern and Western Shores of Lake St. Lucia was initiated by the (then) Department of Forestry nearly 50 years ago. There has been persistent public opposition to this program from the outset, since environmentalists were aware of the potential harmful impacts on the wetland systems and the lake itself. However, the environmental movement at that stage was not well organized, and this official arm of government remained impassive, so the program was continued and expanded. By the start of the present millennium, the total extent of the manmade forests on the Western Shores was approximately 23,700 ha (58,560 acres) (Zaloumis and others 1999). Indications of the Impacts of the Western Shores Plantations on Freshwater Supplies to Lake St. Lucia Typically, the lake has a highly variable salinity regime. During extensive periods of low rainfall, sea water moves into the system, and salinity levels may be as high as 90 parts per thousand. In wet seasons, the freshwater inputs from streamflow and seepage result in almost total flushing of the salt. These changes are accompanied by enormous and changing biodiversity. However, while halophylic species are able to retreat to the sea in times of low salinity, and are able to recolonize the lake when conditions favorable to them are re-established, survival options for freshwater species under hypersaline conditions are more restricted. Plants may recolonize the lake from the feeder rivers and swamps. Animals, however, are entirely dependent on refugia maintained in sites with adequate, permanent freshwater inputs. A high proportion of the water in the lake system is derived from ground-water seepage and rainfall. From the above, it is obvious that in times of drought, the importance of freshwater inputs assumes critical proportions (KwaZuluNatal Nature Conservation Service 1999; Taylor 1991, 1998). Tinley (1971) considered the ground-water seepage to be critically important for maintaining salinity at acceptable levels in periods of drought. Jackson (1992b) estimated that the desiccating effect of the plantations on the Western Shores has reduced dry season flow of freshwater from the Mpate River (the catchment of which is entirely contained in the Western Shores) by as much as 45 percent. Decision to Privatize the Plantations of the Western Shores The South African government has, in recent years, developed a policy to privatize a number of State assets, including the extensive timber plantations of the South African Forestry Company Ltd. (SAFCOL), which succeeded the previous Department of Forestry. Private forestry companies USDA Forest Service Proceedings RMRS-P-27. 2003 Rationalization of the Commercial Afforestation Program on the Western Shores of Lake St. Lucia... Bainbridge Figure 1—Western Shores afforestation, St. Lucia area. USDA Forest Service Proceedings RMRS-P-27. 2003 129 Bainbridge Rationalization of the Commercial Afforestation Program on the Western Shores of Lake St. Lucia... were invited to submit tenders for various components of the national timber plantation system. A private company, Siyaqhubeka Ltd., with both forestry and ecotourism interests, was accepted as the preferred bidder for the Western Shores plantation. Study to Rationalize Portions of the Western Shores Plantation________ Initial Study and Zoning Proposals At about the same time, the government established the Lubombo Spatial Development Initiative (LSDI), an arm of the Department of Environmental Affairs and Tourism, to develop a new access route between northeastern KwaZuluNatal and Mozambique, and to promote economic development in this previously economically deprived area. Promotion of tourism was selected as one means of stimulating the local economy and creating jobs, and it was decided that development of the new World Heritage Site should form a part of this program. LSDI was also given responsibility for the establishment of a Park Authority in terms of the WHS Act, with responsibility for the development of an Integrated Development Plan for the park, which incorporates a tourism development plan (LSDI 2000). Following the announcement to privatize the plantations of the Western Shores, LSDI was instructed by the government to commission a study to investigate the plantations. This study showed that certain portions of the plantations, especially those in the western extremity of the plantation area away from the park, were well suited for commercial afforestation and were not causing significant impacts to the park itself. In contrast, other portions in the immediate peripheries of the park were of similar character to the St. Lucia Wetland WHS in that they contained areas of conservation-worthy natural communities and wetlands, and also contained plantations that had been established on hydromorphic soils. In addition, as might be expected by virtue of its proximity to the park, the area was considered to have significant potential for tourism (Zaloumis and others 1999). The study proposed a zoning system for the area to be privatized included two primary zones: • A Commercial Afforestation Zone, comprising areas suited for commercial afforestation. • A Natural Zone, comprising areas of conservation-worthy natural communities and incorrectly sited plantations capable of rehabilitation back to a near-natural state, for consolidation with the park. These proposals had the effect of reducing the extent of the plantations offered out to tender by approximately onethird, but were nevertheless found to be acceptable by both the government and the preferred bidder. Acceptance by the latter was subject to the proviso that the area of plantation remaining should be economically viable. It was also based on the stated policy of the company to adhere to the principles and criteria for sustainable forestry set by the Forestry Stewardship Council (FSC) (FSC 1999). Inclusion of the proposed Natural Zone might have prejudiced their FSC accreditation (Bainbridge and others 2000). 130 The government subsequently instructed the parties to negotiate on the most acceptable means of delineating the two zones, with the aim of retaining plantations on nonsensitive sites and with the least possible impact on their economic viability; and selecting a consolidated natural area, as above, to be incorporated into the protected area as part of the WHS, and restored to its natural state by removal of the plantations present and implementation of a rehabilitation program (Zaloumis and Brummer 2001). Delineation of a Boundary to Separate the Zones A technical team comprising professional representatives of the principal stakeholders was appointed to provide delineation criteria for a boundary to separate the two zones. The recommended criteria included the presence of important natural communities, water source areas, and wetlands for the Natural Zone, and the presence of soils most suitable for afforestation for the Commercial Afforestation Zone. A reconnaissance study was implemented to identify broad groupings of these. The study suggested that a boundary following natural features would best satisfy these aims. A standard rectilinear artificial boundary proved unsuitable to separate the complex mosaic patterns of natural communities. The solution adopted was to site a natural boundary separating broad soils groupings (essentially the interface between dryland soils and wetland or hydromorphic soils), by use of soil augurs, as described in the Procedure for the Identification and Delineation of Wetland and Riparian Habitats (Land-Use and Wetland /Riparian Habitat Working Group 2001). The intention was to site the boundary on an alignment suitable for construction of a permanent road track, following the principles for establishment of valley bottom cutoff roads. Conclusions ____________________ This curvilinear natural boundary has provided a satisfactory solution to separation of the two zones, and has been delineated over a distance of 158 km (98 miles) throughout the entire length of the Western Shores. It has been fixed by Geographic Positioning System points, and will be registered as the cadastral boundary for excision of the area for permanent inclusion within the park. Summary of the Principal Achievements of the Initiative The principal achievements of this planning exercise are: • The South African government has decided to excise an area (fig. 2) of approximately 9,000 ha (22,240 acres), which is to be restored back to a near-natural condition and consolidated with the park. A time schedule of 5 years has been set for the removal of 2,000 to 3,000 ha (4,940 to 7,140 acres) of timber in this area and completion of the restoration program. This area contains important natural communities, water source areas, and wetlands, which will add USDA Forest Service Proceedings RMRS-P-27. 2003 Rationalization of the Commercial Afforestation Program on the Western Shores of Lake St. Lucia... Bainbridge Figure 2—Natural areas in relation to wilderness areas, St. Lucia Wetland World Heritage Site. USDA Forest Service Proceedings RMRS-P-27. 2003 131 Bainbridge • • • • • Rationalization of the Commercial Afforestation Program on the Western Shores of Lake St. Lucia... significantly to the biodiversity resources presently conserved in the park. The area is expected to form part of the St. Lucia Wetland World Heritage Site, following completion of the restoration operations. The change in land use is also expected to benefit the WHS by improvement of crucial freshwater supplies into the lake following removal of the timber plantations, and by the provision of access for tourists for the first time to the western portions of the lake. The changes will also benefit the wilderness areas (fig. 1), since it will form an additional buffer within the park, to protect the wildernesses from development in the western peripheries of the park. The remaining plantations, with a total area of about 15,000 ha (37,000 acres), are considered to form an economically viable enterprise, and will constitute a sustainable land use in the peripheries of the park. The proposals conform to the requirements for the establishment of a Biosphere Reserve. The exercise will make important contributions to both the national and local economies, and provide a significant number of permanent jobs. Acknowledgments ______________ I wish to acknowledge the role of the Lubombo Spatial Initiative in funding and coordinating this study, and for permission to quote from its reports. I also wish to acknowledge with thanks the contributions made by my colleagues Andrew Zaloumis, Roger Collinson, Andrew Blackmore, Peter Gardiner, and Keith Snyman, who made major contributions to the study. References _____________________ Bainbridge, W. R. 1993/4. Lake St. Lucia and the Eastern Shores. The Natal Parks Board’s role in the environmental impact report. Natalia (Journal of the Natal Society). 23 & 24 (December 1993 and December 1994): 45–60. Bainbridge, W. R. 2001. An update on wilderness conservation in the New South Africa. International Journal of Wilderness. 7(3): 38–42. Bainbridge, W. R.; Blackmore A. C.; Gardiner, P. 2000. Unpublished report on the delineation of a proposed boundary to separate portions of the Western Shores State Forest into a timber production and a natural zone. 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USDA Forest Service Proceedings RMRS-P-27. 2003