CONSERVATION TILLAGE IN MEXICO AND LATIN AMERICA: AN OVERVIEW Ramón Claverán Alonso INIFAP - CENAPROS Agriculture is the most peaceful activity but it is subject to internal and periodical revolutions that change and give a new life to it. Many of those changes should have presented along history. The first outstanding recent change was that of the nineteenth century with the industrial revolution that caused big changes in the agriculture, but the changes that occurred during the twentieth century, especially those during the second half of the century are the most outstanding. A remarkable breaking point was the so called “Green Revolution” during the 60’s that summarized technologies generated by research in practical application formulas that definitively increased productivity substantially wherever environmental conditions were appropriate, and necessary resources were available. The green revolution was focused mainly on productivity, but less than decade later the world reaction against it started being noticeable, being the world worried by the natural resources preservation, that the green revolution had not taken into account. The sustainable agriculture concept started being known in many countries as a conciliatory and permanent solution between productivity and natural resources conservation, mainly soil, water, and biota. The first forceful step to access to sustainable agriculture is to practice the conservation tillage in some different ways such as minimal up to zero or no-tillage at all. No matter what form of conservation tillage is applied, it is indispensable to cover the soil surface with part of the prior crop residues to approximate to the natural process. The United States of America was the site of origin of the conservation tillage as well as the country with the largest surface under that agricultural system, followed by several American Continent countries. Within this world region there is 96 per cent of the world surface under conservation tillage (Derpsch, 1999). The process of change from either conventional or traditional agriculture to conservation tillage is not simple. In the case of Mexico, whose macro-scenario and background will be described to explain the present situation of the country that is without any doubt backwards, but not atypical for most of Latin American countries in relationship to conservation tillage application. SCENARIO Mexico has a 194 million hectare surface (near an one third of the United States surface). Near a 30 million hectare surface is cultivated of which only 20 million (near 10 per cent of the total surface) is harvested annually . The country presents a large altitude variations due to two mountain chains that run along the country, and merge to form a third mountain chain in Southern Mexico. The above mentioned topographic relief combined with the latitude differences originate an ample climatic system that goes from extremely arid with annual mean rainfall of less than 200 mm, to tropical humid climates with annual mean rainfall over 2,000 mm. There have been identified 28 climate types within a complex mosaic in which in more that 50 per cent semiarid and arid climates predominate unfortunately (Medina et al., 1998). The geologic origin, topographic relief, and climate have originated a great soil variability in Mexico where there are present 25 of the 28 soil units proposed by FAO/UNESCO/ISRIC. Most abundant soils in Mexico are: Leptosols, Regosols, and Calcisols (INEGI, 1998). There are 37 hydrological regions in the country, and delimited 314 watersheds. Mexico receives near 475 cubic kilometers of water of which 182 thousand million cubic meters are stored in 2,100 reservoirs. Exclusively for practical purposes Mexico was divided in four macro regions: arid and semiarid (with 150 to 500 mm annual rainfall) 52 per cent of the country surface; temperate (with 600 to 900 mm) 13 per cent of the country surface in which most of the hilly areas are located; dry tropics (900 to 1,200 mm) 27 per cent of the country surface; and humid tropics (over 1,200 mm) 8 per cent of the country surface. Of course this is not a scientific classification, but it gives a general idea on the macro regions of the country. During the twentieth century, the human population increased too much in Mexico; during the first half of the century the population doubled from 10 to 20 million inhabitants, but in the second half, it increased from 20 to almost 100 million inhabitants (400 per cent) which follows somehow the world trend. Besides that important and worrying demographic growth, the population moved to the cities. Mexican population was predominately rural (80 per cent) up to the middle of the century, but nowadays 80 per cent of the population is urban. Numbers were practically reversed. Migration from the fields to the cities is a phenomenon extended to all Latin America. Migration of especially rural population to other countries is another phenomenon that has been growing during the last half of the century (INEGI, 1991). MEXICAN AGRICULTURE The Mexican agriculture was originated by the merge of two cultures. The base was the Mesoamerican native agriculture that was 5,000 to 9,000 years old, and among other developments it had domesticated maize (Fussell, 1992). Over that really conservation agriculture, since they sowed directly, and never left the soil bare. Even the “cutting-stubbing-burning” system was not damaging since the soil rest periods were long enough to permit soil rehabilitation. Over that agriculture the European agricultural systems were superposed , mainly those from the Mediterranean that brought to the American Continent new crops and tools, as well as equipment to develop another type of agricultural production. Maybe the most outstanding issue was to introduce a new source of energy from animals, horses and 2 mules, and bovine to the systems, that was unknown in the continent. That energy pulled an Egyptian type plough that moved the soil, but it did not invert it, doing a chisel type work. Both cultures integration was done step wise and originated varied indigenous systems adapted to different environments of the country. The agriculture that depends of the human energy has not disappeared completely due mainly to the troubles that present the agricultural use of extremely steep slopes, very abundant in Mexico or due to the farmers’ lack of resources to buy or rent animals even if they have flat soils (Cruz, 1997). During the nineteenth century there were introduced some technological insumes from other countries, but they did not produce any important change on agricultural systems. The real evolution of the Mexican agriculture started during the twentieth century, especially during the last 50 years. The mould-board plough that inverts the soil profile invented in Holland and redesigned and mass commercialized in the United States by John Deere since the middle nineteenth century was made popular in Mexico almost a hundred years later, but nowadays the tendency is to eliminate it completely from agriculture for the benefit of the soil. Transformation of agriculture in Mexico was accelerated since the mid twentieth century, at the beginning of the Second World War that was the start of the present globalization process. Maize and wheat genetic improvement, chemical fertilizer and pesticide mass application culminated with spectacular technological advances, and the whole package was denominated “green revolution” and was applied very successfully to production only where the environmental and socioeconomic conditions were favorable. The next step was to popularize green revolution formulas to all the country agricultural systems. Of course it was not possible, but it was possible to incorporate to almost any agricultural system some single elements of the green revolution technological catalogue such as: improved seeds, chemical fertilization, insect pest control, and other that could have been applied separately in many cases. There is an enormous diversity of number and intensity of how those elements concur to present production systems. The new trend to the conservation agriculture that was initiated during the 70’s followed and keeps advancing step wise in the Mexican agriculture will be described in this paper. The present situation of Mexican agriculture is defined by a number of factors. Since it is not possible to use all of them to classify production units, the source of energy used to do most activities required by crops especially in the soil is used to do it. Data of Table 1 give a general idea of the rural socioeconomic development, farm capital accumulation, as well as the difficulty to develop agriculture on marginal land steep slopes that have to be hand worked. Most of those lands are appropriate for forestry activities, water storage or other uses. 3 Table 1. Classification of agricultural producers by the energy source used (INEGI, 1991) Energy source used Number of producers (thousands) Human energy only Animal energy Animal energy and tractors Completely mechanized Total 1,200 1,200 400 685 3,485 THE DETERIORATION PROBLEM Along demographic growth and agriculture modern development natural resources deterioration has become a growing and worrying problem during the last half century. Mass y García Oliva (1990) analyzed the reports of five authors that had estimated the soil accelerated erosion affected surface in Mexico, and the average of those estimations was over 80 per cent. Near 535 million tons of soil are lost annually (SEMARNAP, 1997); 69 per cent of those sediments goes to the sea, and 31 per cent is deposited on rivers, lakes, reservoirs, and small water deposits. This silting up is a double problem since it is necessary to clean all water stores, and that labor is difficult. Inappropriate management of the three basic activities: deforestation without replanting balance, over grazing, as well as conventional, and traditional as cuttingstubbing-burning agriculture that deteriorates natural resources at different degrees. In zones with steep slopes as the Tuxtlas region, Veracruz, to produce a kilogram of maize has an ecological cost of 27 kilograms of soil. It has been estimated that more soil has been lost during the last 40 years than that lost during 400 years of the history of the country (Mason, 1984 in Maas y Garcia-Oliva, 1990). There have been estimated agricultural land annual losses from 250,000 to 300,00 hectare. If that trend is not modified a major part of the agricultural land will be lost for the twenty first century. Besides the soil loss, the nutrient available for plants loss due to runoff and percolation to deep water reservoirs is also very important, since they produce a double damage: first the most of applied fertilizer loss, and second the toxic substances such as nitrates accumulation in the water. Nitrogen is the most important element for both types of damage; it is the nutrient applied to maize crop that consumes more energy to be produced; since even in conventional tillage, nitrogen fertilizer production consumes more energy than that from fossil fuels used for labor. In the Bajio region, one of the most important agricultural regions of Mexico, only a third part of the nitrogen applied to wheat crops is profited by the plant (Grageda, 1999). In the Patzcuaro, Michoacan watershed, a nitrogen loss by maize crop cycle is 2.5 times higher with conventional tillage than with no-till (Velasquez et al., 1997). Nutrient loss from the soil is an area under research in which more information is required to measure more precisely the nutrient loss problem, but it is 4 even more urgent to stop the loss process, for which conservation tillage has demonstrated to be the solution. CONSERVATION TILLAGE IN MEXICO Background As above mentioned, the enthusiasm for the green revolution lasted for less than a decade, a series of factors such as the oil crisis that occurred in the United States in the 70’s, the droughts in Africa, pollution, and the high soil loss indexes all over the world created the need for change in agriculture that started precisely in the United States. One of the first approaches in Mexico with the new crop system took place at the end of the seventy’s when the International Center for Maize and Wheat Improvement (CIMMYT) started a training program and invited a group of researchers and technicians from FIRA (second floor financing and development institution) and from National Institute of Forestry, Agricultural, and Animal Production Research (INIFAP) to a trip through different agricultural regions that had adopted the conservation tillage in the United States. When they were back to Mexico both institutions started to develop conservation tillage activities within their respective fields: demonstration and promotion in FIRA, and research in INIFAP. Since then FIRA started a permanent training program on conservation tillage, built training centers, and established an extensive net of demonstration plots, conferences, international congresses, producers’ organizations, and of utmost importance promoting and providing less expensive advanced and capitalization credits to farmers through first floor banks to encourage the conservation tillage adoption in the country (Gonzalez, 1990). Research Research on conservation tillage at INIFAP was initiated during the 50’s when some no-tillage experiments were established even if the soil was not covered with residues. Results obtained were not outstanding, and that aspect of research was abandoned, and only some isolated essays were done later. Research on conservation tillage was reinitiated after an observation trip sponsored by CIMMYT. Several experimental plots were established in different locations in the country, but unfortunately that activity went down. At the early 90’s, INIFAP’s Central and Central Pacific regions established a coordinated and more aggressive research program on conservation tillage. In 1996, INIFAP created the National Research Center for Sustainable Production (CENAPROS) responsible for coordinating research activities on conservation tillage done in the eight INIFAP’s regional research centers, where near 55 researchers participate directly in research within a national conservation tillage program. The first report of that program with results obtained by INIFAP and 5 other related by affinity institutions was published in 1997 (INIFAP-CENAPROS, 1997). Other institutions have also developed research and conservation technology transference programs, some of them are educational. Colegio de Postgraduados (Graduate College) is the most active institution in this field, a number of thesis to obtain Master’s and Ph. D.degrees have been done on conservation agriculture emphasizing on soil characteristics and their relationships. CIMMYT has worked mainly in tropical regions for longer than 10 years: La Fraylesca y Motozintla, Chiapas (Van Nieuwkoop, 1994), and Los Tuxtlas, Veracruz (Erenstein y Cadena, 1997; Buckles y Erenstein, 1996; Soule, 1997) and Ciudad Guzman, Jalisco (Scopel, 1997). Also some non governmental institutions (NGI) are participating within the research-technology transference field. An example is the network financed and consolidated by the Rockefeller Foundation that operates in tropical regions mainly, in coordination with universities, research institutions, state governments, and other NGI. One of their most important programs is being developed in southern Sinaloa where work is being done on agricultural-forestry-pastoral natural resources management with conservation tillage for forage production. in coordination with INIFAP, and Chapingo Agricultural Autonomous University (UAACH) (Herrera y Palacios, 1996). That zone is one of the pioneer regions for that type of forage production. Research done up to date has given priority to crucial aspects of conservation tillage. The most important questions at the beginning were to define the most efficient conservation tillage type, either minimal or zero tillage, and when was necessary to recommend ridge tillage, in comparison to conventional tillage. Other question was what was the minimal prior crop residue quantity o be left on the soil, due to the high importance of this issue in Mexico. A third question was the sowing machine type that presented efficiency and low price characteristics. It was also indispensable to learn about the behavior of those conservation tillage practices under irrigation and rainfed conditions. Experimental results showed in first place that there were significant advantages of zero tillage over either conventional or minimal tillage. It was detected that when minimal tillage was applied on steep slopes more erosion than that produced using conventional tillage. Under slope and Andosols conditions there were found differences of 400 per cent more erosion with conventional tillage in comparison o zero tillage in the first years (Tiscareño et al., 1997). In cultivated lands on steeper slopes in southern Veracruz it was found that to produce a kilogram of maize with conventional tillage caused a 27 kilogram of soil loss while under zero tillage the loss was reduced to less than a kilogram of soil as four year average (Uribe, 1998) . Over a 100 experiments done by the national program during five years showed that zero tillage reduces the erosion rate in near 80 per cent in maize crop, and in near 95 per cent in wheat crop in comparison to conventional tillage. Along time, the use of zero tillage tends to increase even more the soil protection (Osuna, 1997; Velasquez, 1997). 6 It was found in Mexico and other countries that if the third part of prior crop residue is left on the soil the protection against erosion is good enough in temperate climate environments (Velasquez, et al., 1997). In tropical climates that is not enough since a larger quantity of residues is required due to the high decomposition rate of organic matter (Van Nieuwkoop et al., 1994; Erenstein, 1999). Along years, the research program has obtained enough experience on the most important crop residues, maize stubble and wheat straw. Agricultural machinery was a very important limiting factor for zero tillage initiation during the first years, since the available sowing machines were imported and too expensive for most farmers. Afterwards, INIFAP (Del Toro, 1997; Campos, 1996, 1997, 1999) and UAACH (Gaytan et al., 1996), and other institutions have designed some functional equipment for mechanical and animal traction. Also 12 small private companies, at least, have designed, produced locally, and introduced to the market sowing machines, and even some produce precision machines for sowing directly (Dobladense as an example). On the other hand, big companies such as John Deere and New Holland have started making sowing machines for small and medium size producers in Mexico. It was found through research that: 1) there was not found difference of behavior of improved maize genotypes generated either by INIFAP or by private companies, when sown under either conventional or zero tillage; 2) rainfed maize productivity under conservation tillage increased a five year average from 10 to 15 per cent since the first years in temperate climate regions, but in tropical areas production has increased up to 32 per cent in comparison to that obtained with conventional tillage(Van Nieuwkoop et al., 1994); 3) rainfed maize and irrigated wheat production costs were reduced 25 to 30 per cent in comparison to those with conventional tillage; 4) average soil humidity content was 20 per cent higher with conservation tillage than that with conventional tillage. It means an insurance in rainfed agriculture. Main constraints for conservation tillage adoption Some barriers and barrier combinations have hindered the extensive diffusion of conservation tillage in the fields: 1) five centuries old agricultural tradition has created a social attitude that raises difficulties to change from conventional to conservation tillage, particularly among elder producers; 7 2) it is not easy to convince producers to leave stubble or straw on the soil since: a) most producers use crop residues to feed animals during dry season; b) some of them sell crop residues since they are a valuable commodity in the market; c) some burn them to “clean” the land. There is also a variant of this fact, the “cutting-stubbing-burning” system used in southeast Mexico; 3) there are not yet enough technical advisors to provide enough quantity and good quality technical assistance, and training to farmers. Bad experiences with conservation tillage due to low quality technical assistance or lack of it in a region make difficult its adoption; 4) rural enterprises’ capitalization degree is low and their access to credit not easy especially for small agricultural producers (Van Nieuwkoop, 1994); 5) herbicide cost in Mexico is far higher than in other countries; as an example, a litter of Faena (Round up) is ten times more expensive in Mexico than in Argentina; 6) in the case of farmers that use human energy exclusively (1’200,000) to produce maize and beans the first condition for adopting conservation tillage is already satisfied, since they do not invert the soil profile, but do not leave prior crop residues on the soil since most producers in the tropics use the “cutting-stubbing-burning” system and the soil rests bare. Those who do not do that practice are usually under those circumstances described in paragraph 2) of this section. PRESENT SITUATION 1) Mexico has adhered international agreements for encouraging the use of conservation tillage, signed the Rio de Janeiro Document, in which Agenda 21 refers to conservation tillage among other methods to conserve soil and water. Also, the Mexican Senator Chamber ratified the International Convention for Fighting Against Desertification that also involves it, as well as international networks, and associations for the same purpose; 2) FIRA has estimated a near 650 thousand hectare surface under conservation tillage in Mexico (Ochoa, 1999). That surface represents near 3.25 per cent of the land harvested in spring-summer and fallwinter cycles. Surface under conservation tillage is concentrated in the central-west Mexico 79.9%, in the southern region 10%, in the northern zone 1%, and only 0.2 in the north eastern region. About crops, maize is the most important with near 57% of the surface, followed by sorghum 8 37.8%, wheat 8.4 %, and other crops 0.8% among which there are some vegetables as broccoli. 3) Mexican federal and state governments encourage the use of conservation tillage. The Agriculture, Animal Production, and Rural Development Secretariat (SAGAR) hired 8 thousand technicians all over the country. Half of them to advice how to increase productivity, and the rest of them for rural programs development. During 1999, 202 courses on conservation tillage and similar practices were taught to 5,827 technicians to help the Sustainable Agriculture and Productive Conversion. Alliance for the Field Program subsidizes 20 per cent of the conservation tillage sowing machine and tractor buying price to producers, and machinery reparation; 4) in Mexico there are both, structure and human resources to develop research programs both in INIFAP and in the universities. Obviously, effort integration is lacking. For technology transference, there are those elements before mentioned for Alliance for the Field Program. FIRA is developing a permanent program training near 300 technicians and producers yearly in its specialized center, besides the other aspects FIRA works on to encourage conservation tillage use, of which the most important is the financing discount to establish conservation tillage and machinery buying; 5) the knowledge and experiences on conservation tillage accumulated in Mexico are good enough to be applied to main staple crops. It is still needed to do research on cause-effect relationships to make processes more efficient as: microbiology-organic matter, carbon-nitrogen, waterclimate relationship, root pests, and other. Also it is necessary to do more research on some practical problems to solve them as those that present in red tropical soils where the conservation tillage has not been successful (Van Nieuwkoop, 1994); 6) along the improvement of the knowledge on conservation tillage, it is urgent to step on the next phase of the conservation agriculture, which is to improve soil fertility using combinations of conservation tillage with green manure crops, crop association and rotation of crops as they are doing in Brazil. Right now, we are wasting that opportunity that means soil improvement, and welfare for producers. CONSERVATION TILLAGE IN LATIN AMERICA As above mentioned, the largest surface under conservation tillage after that of the United States’ is in South America. Conservation tillage has extended the most in Brazil, Argentina, and Paraguay. In other countries it is still incipient (less than 100 thousand hectares) or even extremely low in relationship to the total agricultural 9 surface as in the case of Mexico above described. There are two country cases to mention. The case of Costa Rica is unique and merits to be mentioned. Practically the country has an extremely small surface under conservation tillage (less than 100 thousand hectares), but it has consciously structured and approved an extremely advanced legislation on conservation tillage to integrate it to its agriculture as they are initiating now. El Salvador, in despite of the problems due to the internal war that suffered recently, is one of the conservation tillage pioneers in Latin America, and demonstrated that conservation and productivity might be successfully associate within a productive system. A program was started in 1970 to incorporate conservation tillage to the traditional maize-sorghum association that was manually sown in the Guaymango region with a near 5,000 hectare surface with very steep (40 to 90 percent) slopes. Small producers keep working manually mainly, and using a little animal traction. Before adopting conservation tillage they had already adopted hybrid seeds and chemical nitrogen and phosphorous fertilizers. They had also stopped burning crop residues to leave part of them on the soil. During the following 16 years maize production increased form 0.7 to 3.23 ton/ha and that of sorghum from 0.6 to 2.1 ton/ha, and regional producers obtained also the rest of soil conservation and improvement benefits (Sain y Barreto, 1996; Erenstein, 1999). Unfortunately, the conservation tillage has not extended as much as it was expected there is only a 2,000 hectare surface under conservation tillage in the country. Brazil is the most advanced and largest conservation tillage adoption case in Latin America, and it is a good example for the world as a whole. Favorable circumstances for the adoption have been: versatility of ecological environments where the conservation tillage is used, size variety of farms from small to large producers, the cleverly made machinery they have designed for either animal or mechanical energy, the ample catalogue of developed imaginative technologies applied extensively. The surface covered with conservation tillage is near 12 million hectares, that is near the third part of the total land cultivated in the country. That surface has been increasing more than a million hectares yearly during the last four years (Derpsch, 1999). The use of conservation tillage in Brazil started in Parana and Rio Grande do Sul during the 70’s, after some outstanding agriculturists visited the University of Kentucky and who became interested in the change. At the beginning they had troubles due to the lack of direct sowing machines and they had to import them, but they solved the problem adapting the conventional sowing machines they already had to direct sowing. Another important problem was the herbicide scarcity and high price. State research participated since the mid seventy’s in coordination with commercial companies and international agencies. Parana became the new technology diffusion center for Southern Brazil. Later, conservation tillage was diffused to other regions among which there were the maize and soja beans producer large extensions of Central West Brazil (Da Veiga, 1997; Derpsch, 1998). 10 One of the most important characteristics of the conservation tillage adoption in Brazil is that it surpassed its limits to complement it with other practices such as: green manure, and crop association and rotation. They use a number of legumes to increase the soil available nitrogen content, but also cereals as very short cycle millet, and black oats very popular in Southern Brazil. Crop rotation alternating generally cereals and legumes was the most practical remedy to solve soil problems caused by monocrop (Da Veiga, 1997). Another very important focus of conservation tillage in Brazil has been the integration of agricultural, animal production and forestry systems within the watershed concept better than county limits. This has made easier the development of long reach programs financed nationally and internationally (CEPA/SC, 1999). Within the above mentioned structure (and practically in any other structure) the programs have obtained success due to the producers’ collaboration who have contributed with work and other resources, as well as the dedication of managers, technicians, researchers, and service providers, who have organized very efficient teams. Argentina, second conservation tillage Latin American adopter country, initiated its research and practical conservation tillage implementation by producers since 1974. For that time, at the beginning, the bottle neck was also either lack, scarcity, or high price of herbicides and sowing machines. Agricultural producers had reached a high organization level with conventional tillage and nowadays they have reached an excellent organization level on conservation tillage matter. The surface under conservation tillage in Argentina increased from 25 thousand in 1988 to 7 million hectares to date. The initial panorama on machinery and herbicides has much changed in Argentina, there are 30 industries that produce direct sowing machines and herbicides are produced in the country (Derpsch, 1998). Although in both Brazil and Argentina conservation tillage is widely used, it is necessary to remark some differences: there are not extremely small farms, extensive and well organized and rural enterprises predominate in Argentina, and agriculture depends on mechanical energy mainly. Conservation tillage have not been integrated neither to green manure nor to crop rotations and watershed management concept as in Brazil. Paraguay is an exceptional case due to the speed of change from conventional to conservation tillage in relationship to the agricultural surface of the country, although small farms predominate, and there occur most of unfavorable characteristics of tropical countries. First attempts were made during early 80’s, but the failed due to machinery low quality and lack of herbicides. Later, the government associated to Japan’s JICA could start a conservation tillage adoption program. In 1992, there was a surface of only 20 thousand hectares under conservation tillage. In 1993, a government and Germany GTZ program started. In 1998 there were 80,000 hectares under conservation tillage, most of it cultivated with soja beans. This 11 program supassed all its goals, and conservation tillage covers more than 50 per cent of the country (Derpsch, 1998; Derpsch, 1999). On the other hand, Latin America is the region in the world that has most researchers, and technicians networks, as RELACO, and CAAPAS. This last one is a federation of Latin American sustainable agriculture associations that has such a high prestige, that some other associations from other world regions have joined. BIBLIOGRAPHY Buckles, D. y O. Erenstein .1996. Intensificación de los sistemas de cultivos basados en el maíz en la sierra de Santa Martha, Veracruz. NRG 96-07 Es. México, D. F.: CIMMYT. 62 p. Campos, S.M. 1996. Desarrollo de una sembradora de labranza de conservación para dosificar mecánicamente. IX Reunión Científica y Tecnológica Forestal y Agropecuaria de Veracruz. 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