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A network of agronomists, researchers, and practitioners associated with cacao farming provided open access to their independent field trials across Latin America and the Caribbean (LAC). A centralized dataset was assembled using qualitative and quantitative data from 25 experimental field trials (hereafter referred to as “CacaoFIT”) spanning several LAC agroecosystems. This dataset was used to document the main traits and agroclimatic attributes of the cacao cultivation model being tested within the CacaoFIT network. By synthesizing data from an entire network of cacao trials, this study aimed to highlight specific design features and management practices that may contribute to better cacao farming sustainability. The CacaoFIT network comprises 200 ha of field trials testing over 150 cacao genotypes and set up under different shade canopy design, management, and research goals. Small-sized trials were common across Mesoamerica, whereas medium to large-size trials were distinct to South America. Cacao trials were 15 years old (on average) and ranged from 3 to 25 years of establishment. Most cacao trials were managed conventionally (i.e., 55%), while 20% were under organic practices, and the remaining 25% presented both conventional and organic management approaches. Most field trials (ca. 60%) planted an average of 10 international clones or national cultivars at high (1,230–1,500 plants ha−1) and medium density (833–1,111 plants ha−1). Mixed shade canopies were the dominant agroforestry model, while timber vs. leguminous shade canopies were also common. The diversity and depth of research domains examined across the CacaoFIT network varied widely. Agronomy and agroforestry topics dominated the research agenda across all trials, followed by environmental services domains. Cacao physiology and financial performance were researched to a lesser extent within the network. Five featured field trials from CacaoFIT offered technical guidelines to inform cacao farming within similar contexts. This collaborative work is a scaffold to encourage public–private partnerships, capacity building, and data sharing amongst cacao researchers across the tropics.

Cocoa attainable yields are affected by a complex of pests and diseases in a particular agro-environment. Estimation of yield loss is critical for agronomic and economic decision-making at the farm level. For over 15 months, we monitored 1100 pods from six cocoa clones (PMCT-58, CC-137, CATIE-R1 CATIE-R4, ICS-95, and CCN-51) to assess the incidence of pests and diseases and to elucidate their survival behavior. Cocoa clones grow in a 12-year timber-based cocoa agroforestry plot (1330 cocoa plants ha-1, 100 shade trees ha-1, and 65% shade cover), in La Montaña, Turrialba, Costa Rica. Between 6-12 trees and 120-140 pods per clone of four size classes (very small – 2.5-7 cm, small – 7.1-14 cm, medium – 14.1-21 cm, and large – ≥21 cm) were tagged and measured fortnightly. Pods were selected at two vertical strata along the tree trunk (below and above 1.5 m) and grouped into three generations (rainy, transition, and dry). Competitive risk and survival analysis were performed per clone, generation, pod size class, and pod position along the tree trunk. Overall, pods reached maturity at the age of 155-165 days and were exposed to several hazards that disrupted their development. The Cox model that better described the cumulative risk during pod development included two covariables with substantial explicative power, generation, and clones. Regardless of clone and pod generation, a combination of diseases/pests accounted for about 45% to 65% of yield losses. The Kaplan-Meier survival analysis showed that pod survival was similar between generations but differed among clones within generations. Pods from CATIE-R1, CATIE-R4 and CC-137 clones showed greater survival rates than those of ICS-95, CCN-51 and PMCT-58 clones. The position of the pod along the tree trunk did not influence pod survival rates. We combined pod counting and pod survival rates calculated in this study and contrasted our yield estimations against a widely used prediction method proposed by a certification body. Overall, yield estimated using the UTZ method applied to 90-day-old pods of CATIE-R1 clone consistently overestimated yield predictions in the range of 27-45%. We proposed the combination of pod counting and pod index with a set of clone-specific discount factors; the survival rates, to reliably forecast on-farm cacao yields over time.

Cacao in Honduras is cultivated under traditional shade tree species (Inga sp., Erythrina sp., Gliricidia sp.), fruit and timber species deliberately planted or selected and managed from natural regeneration. Typically, the shade canopy of these cacao plantations is poorly managed resulting in high tree density and heavy shading, thus affecting cacao yield performance overtime. We assessed 12 cacao plots made up of 15–35 useful timber shade trees with varying spacing 6 × 9, 9 × 9, 8 × 10, and 10 × 12 m. Initially, each plot consisted of three shade components plus cacao. Plantain (Musa x paradisiaca) and madreado (Gliricidia sepium) were used as temporary shade and timber species, were selected as permanent shade. Dasometric data were retrieved to assess growth rates of timber species and cacao yield per plant were recorded to explore the effects of shade cover yield performance and the incidence of main diseases. Specifically, we: a) calculated growth rates and build curves for diameter (DBH), total height (Ht), and commercial volume (Vc) and compared the growing performance with ANOVA and DGC tests; b) run a correlation analysis between shade cover, timber basal area, cocoa yields, and the incidence of monilia and black pod. Statistical differences were found in terms of growth rates among timber species evaluated. Mean annual growth rates were 2.25 cm in DBH, 1 m in Ht, and the standing commercial timber gained was 4.2 m3ha−1year−1. Cocoa yields ranged between 950 and 1,365 kg ha1year1 and were negatively affected by both increased tree cover and timber basal area. Cacao yields were reduced up to 25% when tree cover and tree basal area were over 40% and 10 m2ha−1, respectively. Regardless of timber tree species, no significant effect of tree cover was found on the incidence of cacao diseases. After 22 years, total revenues were determined by the proportion of incomes provided by each component of the agroforestry systems assessed. Five out of 12 timber-based cacao plantations accumulated more than U$95,000 of combined revenues, equivalent to incomes of US$3775 ha−1 year−1. Timber-based cacao plantations are a promising alternative for farm diversification in northern Honduras.

Cocoa cultivation is labeled as a driver of both deforestation and reforestation, yet the extent of the phenomena varies at farm and landscape level and as a response to national and local contexts. In this study, we documented the main pathways and contexts behind cocoa cultivation in two sites with different histories of cocoa cultivation. We combined official statistics, land-use trajectory, satellite imagery, and the Q-analysis to explore the discourses of country experts in Nicaragua and Peru. The Q-statements were based on an analysis of a set of legal, institutional, social, and technical guidelines that the cocoa cultivation/sector influences or is influenced by. Based on the responses of national experts to 31 statements we found four discourses linking cocoa cultivation and reforestation and deforestation in each country-case study. The enabling and limiting conditions driving tree cover change were a combination of landscape configuration, governance, management/commercialization models, and farmer's knowledge. Overall, between 60 and 64% of the variance was explained by four discourse factors in each country. In Nicaragua, the conditions associated with reforestation were the cocoa-agroforestry model promoted by local organizations/NGOs, the existence of incentives, degree of technical knowledge, access to safe market, and availability of improved genetic material. The circumstances associated with deforestation were the age of the farmers, fluctuation of cocoa beans prices, low productivity of cocoa plantations, and weak legal environmental frameworks. Whereas, in Peru, the main factors connecting cocoa cultivation to reforestation were access to market, degree of experimentation in cocoa, the economic weight of cocoa on family's income, certification processes, the existence of incentives, and the level of organization/association of cocoa farmers. The elements linking cocoa farming to deforestation were the influence of stakeholders in the cocoa value chain, weak legal environmental frameworks, fluctuation of cocoa prices, the existence of private investors, and insecure land tenure rights. This article demonstrated the utility of discourse analysis, through its application to two contrasting country case-studies, to elucidate the conditions that might minimize the deforestation footprint of cocoa cultivation and maximize its role as an agent for reforestation/restoration in the agricultural landscape of cocoa-growing areas in Latin America.