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咖啡危机发酵,南美洲的小生产者面临绝境

Frank Giustra
2022-02-26

过去几十年,对咖啡等作物的单一栽培项目进行大规模刺激性投资造成替代作物缺乏,使得小生产者脆弱。

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中美洲农作物歉收,许多当地人别无选择,只能移民美国。图片来源:ORLANDO SIERRA - GETTY IMAGES

咖啡供应危机正在中美洲逐渐发酵,原因有三:第一,气候变化使作物疾病传播速度加快;第二,靠单一商品支撑全球市场需求,形成长期依赖性;第三,一成不变地将种植咖啡作为解决全球数百万小农贫困问题的唯一手段。

过去几十年,各农业开发组织和跨国公司对咖啡等作物的单一栽培项目进行大规模刺激性投资,造成替代作物缺乏,使得小生产者(及消费者)在农产品价格波动或歉收时极易受到经济兴衰的周期性影响。这种脆弱性已经导致该行业出现有史以来最严重的危机,让中美洲北三角地区(萨尔瓦多、危地马拉和洪都拉斯)的大量咖啡农彻底放弃种植咖啡。许多人生计失去着落,只能移民美国。

最近,美国副总统贺锦丽(Kamala Harris)发出呼吁,希望该地区的私营企业们都行动起来,随后向该地区跟进了大量投资。然而,该地区的整个贸易体系尚未建立起新的经济模式,因此私营企业一再失败,未能重振崩溃的农产品市场。它们未来将如何有所作为,尚属未知。

社会性企业可以奠定农产品市场的基础,使之发展更具可持续性。美国政府应该发挥其作用,从根本上解决移民问题。然而,社会性企业尚未得到充分的开发利用。

传统的经济发展策略通常倾向于非常直接的手段,即加大资金投入和对农民进行指导,提高他们的生产能力。随后,绝大部分的贸易活动都交由私营企业收购者去完成。这意味着,企业拨付巨额投资以支持政府的援助计划,因而掌握着绝对的贸易主动权,而农民的主动权往往是有限的,并且被这些企业所支配。

然而,这种赚取利润的方式是不可持续的,并非社会性企业所想所为。社会性企业秉承着友善的态度,旨在担任中间人的角色,把农民和市场连接在一起,建立长期持久的关系网。社会性企业不会仅仅简单粗暴地给小农介绍几个买家了事,让他们在全球市场随波逐流任人摆布,而是始终把农民的切身利益摆在最重要的位置。

目前,在撒哈拉以南的非洲,社会性企业的发展势头正在增强。过去四十年里,该地区农业生产方面的投资额达到约400亿美元,然而粮食进口却持续飙升。

肯尼亚的食品公司Twiga,就是这样一个新式的“与农民结盟的中间商”。该公司从小农处集中收购农产品,把分崩离析的农产品市场整合为一体,使农民无需再亲自去讨价还价。这种做法让交易更公平,给农民更高的议价权,从而降低其面临的风险。

哥伦比亚的Siembra Viva也是一个同类型的平台。其整合各家小农户的产品,提高交易效率、减少浪费,同时还为农民提供建议,告诉他们何时种植、何时收获。

这种做法更大的好处在于,能够建立覆盖更广的多作物供应链。社会性企业鼓励农民同时种植多种作物,提倡间作,即混合种植不同种类的水果和蔬菜。这种种植方式既有利于小农的发展,也有利于保护环境,因为在同一片土地上种植不同的植物,可以提高土壤质量和抗虫害能力。这样一来,农作物、农民和整个粮食系统的发展都将更具有灵活性。

同时,进行不同种类的农作物产品交易时,价格也不尽相同,这使得小农的盈利更具有可持续性,也能够保证其自身的粮食和经济安全。社会性企业支持农民优先种植符合其自身利益的作物,而非农业发展项目投资者们的利益。例如,在Acceso的支持下,同时种植花生、酸橙和辣木的海地农民,每公顷收入超过3000美元,而只种植花生每公顷仅可以收入约1400美元。

社会性企业的运作不仅让农民处于风险更小的境地,而且还能够大大提高国内粮食系统的发展潜能。这些企业尤其强调要以使命为导向,更有效地为农民提供帮助,使其农产品满足当地正规市场的需求、达到标准。这样一来,就可以巩固粮食供应这个国内供应链的核心环节、增加市场的联系性,为国内供应链的可持续发展贡献力量。

社会性企业甚至能够在人道主义上做出贡献。比如,地震或飓风等自然灾害后,人道主义援助需求会增加。如果一地的粮食系统运作良好,有需要时可以增加供应,那么美国在海地和萨尔瓦多等国资助的人道主义项目就完全能够在当地小农处采购粮食,而无需从外国进口。这也有助于稳定当地居民收入水平,在非常时期保持社会安定。这种做法也有利于避免粮食援助扰乱当地市场秩序,因为外来的粮食援助会拉低市场价格,逐步蚕食当地农民的市场份额,他们本来就无法防御市场风险,经此更会雪上加霜。

社会性企业面临的主要挑战是,多作物供应链的运作,使得物流和贸易更加复杂。同时,对配套基础设施的要求也提高了。仅生产单一商品是不够的,需要有对多种农作物进行加工生产的能力。

一些市场现在只能“在短期内勉强供应足量”,如果不采取任何措施,任其自生自灭,就不太可能解决全球粮食贸易中长期存在的、系统性的各种风险,而且也会让小农户受制于从繁荣到萧条的经济循环,无法脱身。

在慈善事业和众多发展实践者的支持下,社会性企业可以对粮食系统进行彻底的革新。

如果美国政府想要减贫,想要解决移民问题,就应该将发展社会性企业作为主导战略,而不该听信那些打着发展的幌子牟取利益的人,不该采用他们的解决方案。(财富中文网)

本文作者弗兰克·朱斯特拉是Acceso的创始人。Acceso是一家专注于农业问题的社会性综合企业,业务覆盖哥伦比亚、萨尔瓦多和海地。

译者:Transn

咖啡供应危机正在中美洲逐渐发酵,原因有三:第一,气候变化使作物疾病传播速度加快;第二,靠单一商品支撑全球市场需求,形成长期依赖性;第三,一成不变地将种植咖啡作为解决全球数百万小农贫困问题的唯一手段。

过去几十年,各农业开发组织和跨国公司对咖啡等作物的单一栽培项目进行大规模刺激性投资,造成替代作物缺乏,使得小生产者(及消费者)在农产品价格波动或歉收时极易受到经济兴衰的周期性影响。这种脆弱性已经导致该行业出现有史以来最严重的危机,让中美洲北三角地区(萨尔瓦多、危地马拉和洪都拉斯)的大量咖啡农彻底放弃种植咖啡。许多人生计失去着落,只能移民美国。

最近,美国副总统贺锦丽(Kamala Harris)发出呼吁,希望该地区的私营企业们都行动起来,随后向该地区跟进了大量投资。然而,该地区的整个贸易体系尚未建立起新的经济模式,因此私营企业一再失败,未能重振崩溃的农产品市场。它们未来将如何有所作为,尚属未知。

社会性企业可以奠定农产品市场的基础,使之发展更具可持续性。美国政府应该发挥其作用,从根本上解决移民问题。然而,社会性企业尚未得到充分的开发利用。

传统的经济发展策略通常倾向于非常直接的手段,即加大资金投入和对农民进行指导,提高他们的生产能力。随后,绝大部分的贸易活动都交由私营企业收购者去完成。这意味着,企业拨付巨额投资以支持政府的援助计划,因而掌握着绝对的贸易主动权,而农民的主动权往往是有限的,并且被这些企业所支配。

然而,这种赚取利润的方式是不可持续的,并非社会性企业所想所为。社会性企业秉承着友善的态度,旨在担任中间人的角色,把农民和市场连接在一起,建立长期持久的关系网。社会性企业不会仅仅简单粗暴地给小农介绍几个买家了事,让他们在全球市场随波逐流任人摆布,而是始终把农民的切身利益摆在最重要的位置。

目前,在撒哈拉以南的非洲,社会性企业的发展势头正在增强。过去四十年里,该地区农业生产方面的投资额达到约400亿美元,然而粮食进口却持续飙升。

肯尼亚的食品公司Twiga,就是这样一个新式的“与农民结盟的中间商”。该公司从小农处集中收购农产品,把分崩离析的农产品市场整合为一体,使农民无需再亲自去讨价还价。这种做法让交易更公平,给农民更高的议价权,从而降低其面临的风险。

哥伦比亚的Siembra Viva也是一个同类型的平台。其整合各家小农户的产品,提高交易效率、减少浪费,同时还为农民提供建议,告诉他们何时种植、何时收获。

这种做法更大的好处在于,能够建立覆盖更广的多作物供应链。社会性企业鼓励农民同时种植多种作物,提倡间作,即混合种植不同种类的水果和蔬菜。这种种植方式既有利于小农的发展,也有利于保护环境,因为在同一片土地上种植不同的植物,可以提高土壤质量和抗虫害能力。这样一来,农作物、农民和整个粮食系统的发展都将更具有灵活性。

同时,进行不同种类的农作物产品交易时,价格也不尽相同,这使得小农的盈利更具有可持续性,也能够保证其自身的粮食和经济安全。社会性企业支持农民优先种植符合其自身利益的作物,而非农业发展项目投资者们的利益。例如,在Acceso的支持下,同时种植花生、酸橙和辣木的海地农民,每公顷收入超过3000美元,而只种植花生每公顷仅可以收入约1400美元。

社会性企业的运作不仅让农民处于风险更小的境地,而且还能够大大提高国内粮食系统的发展潜能。这些企业尤其强调要以使命为导向,更有效地为农民提供帮助,使其农产品满足当地正规市场的需求、达到标准。这样一来,就可以巩固粮食供应这个国内供应链的核心环节、增加市场的联系性,为国内供应链的可持续发展贡献力量。

社会性企业甚至能够在人道主义上做出贡献。比如,地震或飓风等自然灾害后,人道主义援助需求会增加。如果一地的粮食系统运作良好,有需要时可以增加供应,那么美国在海地和萨尔瓦多等国资助的人道主义项目就完全能够在当地小农处采购粮食,而无需从外国进口。这也有助于稳定当地居民收入水平,在非常时期保持社会安定。这种做法也有利于避免粮食援助扰乱当地市场秩序,因为外来的粮食援助会拉低市场价格,逐步蚕食当地农民的市场份额,他们本来就无法防御市场风险,经此更会雪上加霜。

社会性企业面临的主要挑战是,多作物供应链的运作,使得物流和贸易更加复杂。同时,对配套基础设施的要求也提高了。仅生产单一商品是不够的,需要有对多种农作物进行加工生产的能力。

一些市场现在只能“在短期内勉强供应足量”,如果不采取任何措施,任其自生自灭,就不太可能解决全球粮食贸易中长期存在的、系统性的各种风险,而且也会让小农户受制于从繁荣到萧条的经济循环,无法脱身。

在慈善事业和众多发展实践者的支持下,社会性企业可以对粮食系统进行彻底的革新。

如果美国政府想要减贫,想要解决移民问题,就应该将发展社会性企业作为主导战略,而不该听信那些打着发展的幌子牟取利益的人,不该采用他们的解决方案。(财富中文网)

本文作者弗兰克·朱斯特拉是Acceso的创始人。Acceso是一家专注于农业问题的社会性综合企业,业务覆盖哥伦比亚、萨尔瓦多和海地。

译者:Transn

The coffee crisis brewing in Central America is not just the result of climate change accelerating the spread of crop disease, but also the perpetual reliance on individual commodities to prop up global markets and offer the only solution to poverty for millions of smallholders worldwide.

Large-scale investments by development organizations and multinationals over the past decades that incentivize monoculture programs for crops such as coffee leave small producers (as well as consumers) vulnerable to boom and bust cycles through a lack of alternatives when prices fluctuate, or if harvests fail. This vulnerability is contributing to what could become the sector’s worst crisis in living memory, already prompting scores of coffee farmers in the Northern Triangle to abandon their crops entirely, with many seeing no other option but to migrate to the U.S.

Vice President Kamala Harris recently called on the private sector trading in the region to help, and significant investment ensued. However, it is unclear how corporations that have repeatedly failed to repair the broken agricultural commodity market for smallholder farmers will be able to achieve much more without a new economic model for the entire system.

Social enterprise is an underutilized tool, even though it can lay the foundations for a more sustainable agricultural market and should be leveraged by the U.S. administration in its bid to address the root causes of immigration.

Traditional approaches to economic development have typically focused on the more straightforward task of increasing access to finance and farmer productivity through training, and then largely leaving the trading activity in the hands of private sector buyers. This means farmers are often left with a limited number of options, dominated by the very corporations that have made sizeable financial contributions towards aid budgets.

Without the need to generate the same unsustainable profit margins, social enterprises can act as benevolent intermediaries between the farmer and the market at large, building a longer-term network that puts the needs of the farmer first rather than simply connecting smallholders to a handful of buyers at the mercy of global markets.

This approach is now gaining momentum in sub-Saharan Africa. Over the past four decades, donors invested an estimated $40 billion in agriculture, yet food imports continued to soar.

New forms of “farmer-allied intermediaries”, like Twiga Foods in Kenya, collect produce from smallholders centrally, bridging a fragmented market and taking away the burden of negotiating at the farm gate. This reduces the farmers’ exposure to risk by offering, with impartiality, a better bargaining position.

Consolidating the produce of smallholders reduces inefficiencies and waste, with platforms like Siembra Viva also advising farmers in Colombia when to plant and when to harvest.

Even greater benefits lie in building a broader multi-crop supply chain. Social enterprises that aggregate crops can also incentivize intercropping, or growing different fruits and vegetables together, which benefits smallholder farmers–and the environment¬. Combining different plants improves soil quality and pest resistance. This means additional resilience for the crops, the farmers, and the entire food system.

It also means smallholders can trade various crops with different margins, increasing their likelihood of turning a profit consistently and guaranteeing their own food and economic security. Social enterprise can support farmers to prioritize a range of crops that serves their interests, not just those of the private sector co-founder of a rural development program. For example, Haitian farmers growing peanuts alongside lime and moringa with Acceso’s support report incomes of more than US$3,000 per hectare compared to those growing peanuts only, who earn around US$1,400 per hectare.

Not only does this de-risk the position of the farmer but it also has greater potential to support domestic food systems. With a more mission-led approach, intermediaries can support farmers to better meet the needs and standards of their local formalized markets, adding vital food supplies, new market links, and greater sustainability to domestic supply chains.

This can even then support humanitarian needs, such as those that arise after an earthquake or hurricane. With a functioning local food system that can increase supply when needed, there would be no reason for U.S.-funded humanitarian programs in countries like Haiti and El Salvador to be importing food instead of sourcing it locally from smallholders. This would also provide income to stabilize communities during times of crisis. It also avoids the risk of distorting the market with food aid, which reduces prices for the most vulnerable farmers and chips away at their market.

The major challenge is that multi-crop supply chains require more complex logistics and trading, and more sophisticated infrastructure that can process multiple crops, rather than facilities that are purposefully designed to handle just one commodity.

Left to themselves, markets that operate on short-term, “just enough, just-in-time” food supplies are unlikely to address the long-term, systemic fragilities that exist in the global food trade and keep smallholders in thrall to cycles of boom and bust.

With the support of philanthropy and development practitioners using a collaborative approach, social businesses can revolutionize food systems.

This is what should lead the U.S. government's strategy for reducing poverty and migration, rather than prioritizing solutions from those who are seeking to make a profit under the guise of development.

Frank Giustra is the founder of Acceso, a social agribusiness operating in Colombia, El Salvador, and Haiti.

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