Executive Summary
The purpose of this study is to
acquaint/remind decision makers in Mexico of the social and
economic importance of their recreational billfish fishery, the
abundance of billfish resources upon which it all depends, and
perhaps how additional benefits can be restored through billfish
conservation. A mail questionnaire was used to collect
information from those anglers who used charter vessels to
access offshore billfish angling in the southern Baja area.
Information targeted included personal characteristics, fishing
patterns, catch and release behavior, management preferences,
trip expenditures, and willingness-to-pay above trip
expenditures. The survey was sent to 950 individuals who fished
using charter boats or pangas in Cabo San Lucas or Buena Vista
in the previous twelve months (1994-1995). Survey mailings began
on March 10, 1995 following a slightly modified Dillman (1978)
methodology and continued through to June.
A total of 425 questionnaires were
completed and returned. After non- deliverables were removed, an
overall effective response rate of 50% was achieved. A sample of
30 survey non-respondents were contacted by telephone and asked
an abbreviated set of questions. This was done to avoid having
to make the assumption that non-respondents were similar to
respondents. There were few differences overall and sample
results were weighted accordingly in order to make inferences
about the population of charter boat and panga anglers fishing
for billfish in the southern Baja.
Characteristics of Billfish Anglers
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Most (92%) anglers were
male and 56% were between 36 and 54 years of age
(average =47). They were predominantly white (95%) and
non-Hispanic (93%). |
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The median household
income category of billfish anglers was $80,000 -
$99,999. The median education level was 15.5 or 3 1/2
years of college. |
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Most (59%) reported they
had been saltwater fishing for 20 years or more (average
= 22 years). |
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Most (58%) anglers
reported they had been fishing for billfish for 9 years
or less (average = 10 years). |
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Less than one-half (48%)
rated fishing as their most important outdoor recreation
activity. |
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When asked to identify
their three most preferred species, anglers identified
marlin, tuna, and dorado, respectively. Most (63%)
anglers reported not putting most of their fishing
effort into one particular species. |
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Anglers reported an
average of 20 days of recreational fishing (median = 13)
in the previous 12 months. |
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Anglers reported an
average of 7.5 years of billfish angling experience in
the country. |
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Only 19% of the anglers
participated in billfish angling elsewhere besides
Mexico or their home state. |
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Most (69%) anglers
reported their household does not own one or more
powerboats, those who owned boats reported an average
length of 25 feet for the longest one. |
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Most (84%) of the anglers
were not members of four identified fishing/conservation
association. Of those who were members, a plurality
(9.8%) reported they belonged to the Billfish
Foundation. |
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Most (56%) anglers
reported they subscribed to fishing or boating
magazines. The most frequently mentioned publication was
Western Outdoor News. |
Southern Baja Billfish Trip Characteristics
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In 1994, port captain
records indicated 13,561 and 4,203 charter boat and
panga trips, respectively, in the study area. |
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Two informants who
operate hotels in the Buena Vista area and book trips
for their customers reported a total of 10,100 panga
trips there in 1994. |
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Anglers reported an
average of one billfish trip (1.371) to Mexico in the
previous twelve months. |
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Billfish anglers brought
an average of 0.6 billfish to the dock during the
previous 12 months. |
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Anglers took an average
of 1.26 days to boat a billfish (bring a billfish to the
boat). |
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Most anglers (72%) were
interested in catching blue marlin on their most recent
trip, followed by striped marlin (65%), sailfish (46%),
and black marlin (34%). |
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The most commonly hooked
species on their most recent trip was striped marlin
with an average of 0.478 fish per angler brought to the
boat. |
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Panga anglers in the
Buena Vista area reported a higher release rate (74%) on
their most recent trip than charter boat anglers in Cabo
San Lucas (66%). The overall release rate on the most
recent trip in the study area was 69%. |
Billfish Angler Opinions on Management Options
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Most anglers indicated
support for four recreational billfish fishery
management options: minimum size requirements (79%),
mandatory "no kill" tournaments (68%), a one fish bag
limit per person (53%), and catch and release only (zero
bag limit) (50%). Apparently, at least 3% of the anglers
were willing to entertain both of the last two
management options. |
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Most anglers indicated
opposition to two options: allowing recreational
handlining and harpooning (82%) and no "live baiting"
(59%). |
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There was no clear
consensus on several other management options.
Furthermore, about one-third of the anglers were neutral
on the following: no stainless steel hooks (45%), no
double hooks or lures (37%), artificial baits only
(37%), area closures for billfish anglers (34%), and
seasonal closures for billfish anglers (33%). There was
no consensus whatsoever on the one fish bag limit per
boat. |
Substitution Behavior
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When anglers were asked
"If continued commercial longlining in Mexico reduced
billfish populations so that your chances of a
successful trip were decreased by 25%, how would your
travel plans change?", 44% indicated they would travel
to another destination besides Mexico, mostly to fish
for billfish (38%). |
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The remainder (56%) would
return to Mexico with most making substitution decisions
that involved alternate species (36%). |
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For the 38% who indicated
they would travel elsewhere to fish for billfish, the
most preferred fishing locations were Costa Rica/Pacific
and Hawaii. |
Billfish Angler Expenditures in the Southern Baja
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Anglers reported spending
an average of $1,918 (U.S. Dollars) overall on their
most recent trip to the southern Baja. |
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The average trip lasted
5.73 days with 3.17 days of fishing. |
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Using an average trip
expenditure of $1,570 (excluding airfare), anglers spent
an average of $274 per person per day in Mexico. |
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Average trip-related
expenditures overall of charter boat and panga anglers
were $2,174 and $1,431, respectively. Excluding airfare,
their average trip- related expenditures were $1,744 and
$1,279, respectively. With no significant group
differences in trip length, charter boat and panga
anglers spent an average of $304 and $223 per person per
day, respectively, in southern Baja area of Mexico. |
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Charter boat and panga
billfish anglers spent $14,429,056 and $9,568,707,
respectively, in the study area for billfish fishing
last year (excluding airfare). Total expenditures by
both angler groups were $23,997,763. |
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Overall, these billfish
anglers spent an additional $20,229,030 in the study
area last year for purposes besides billfish fishing
(expenditures on non-fishing days). |
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When total angling and
non-angling trip expenses are taken together (excluding
air transportation expenditures for travel to Mexico),
billfish anglers taking charter boat and panga trips
offshore spent $44,411,914 overall in the study area
last year. |
Economic Impact of Billfish Angler Expenditures in the
Southern Baja
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In lieu of a widely
accepted economic multiplier for the tourism sector in
Baja California Sur, a moderate economic multiplier of
2.25 was used to calculate the extent of indirect and
induced economic impact associated with billfish angler
expenses in the southern Baja study area. In other
words, every dollar of expenditure in the study area by
anglers results in $2.25 in total economic impact before
the money leaves the state of Baja California Sur. |
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The $23,997,763 in
fishing-related expenditures by billfish anglers in the
southern Baja study area (excluding airfare to and from
Mexico) had a total economic impact of $53,994,967 on
the state's economy. |
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When non angling trip
expenditures are included, a total direct expenditure of
$44,411,914 had a total economic impact of $99,926,807
on the state's economy. |
Economic Value of the Billfish Fishery
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Since an angler's
expenditures are only a partial measure of the true
value of recreational fishing to the individual, they
are not a useful measure of its total economic benefit.
Measures of willingness to pay in excess of trip
expenditures can be used to estimate the value of these
additional benefits (consumer's surplus) to anglers. |
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Average consumer's
surplus for billfish trips in the southern Baja was
estimated at $547.16. |
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When the total number of
charter boat billfish angler trips taken in the southern
Baja last year (28,288) is multiplied by $547.16,
anglers received an annual economic benefit of
$15,478,062 above total direct trip expenditures. |
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When total annual
consumer's surplus ($15,478,062) is combined with the
total annual expenditures (including airfare) associated
with billfish angling in the southern Baja
($54,241,090), the present economic value of the charter
boat/panga billfish fishery is estimated at $69,719,152 |
Conclusions
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The billfish angler
market in the southern Baja is extremely diverse and,
much more heterogenous than shown in previous billfish
angler studies. There are at least four angler groups or
market segments which use chartered vessels: 1) those
anglers who come to Cabo San Lucas each year for one or
more billfish tournaments, 2) those who purchase low
cost panga fishing trips while vacationing in Cabo, 3)
those anglers who book charter boats in Cabo in advance
or after they arrive, and 4) those anglers who use
pangas to go billfish fishing in the Buena Vista area.
Whereas data were not available for every angler group,
there were some notable differences in billfish release
rates, expenditures, and total economic impacts. |
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We need to know much more
about low cost panga fishing trips purchased by
vacationers in Cabo San Lucas. Results for panga trips
in the Buena Vista area were used as a proxy for panga
trips in Cabo San Lucas because we had no alternative.
Because panga operators in Cabo do not maintain records
of customer names and addresses for follow-up survey
research efforts, an alternative means of establishing a
sampling frame for this angler group is needed. |
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Although this study only
provides a "snapshot" view of billfish anglers and their
fishing participation, there is evidence that both
succession and displacement has occurred. As a result of
changes in the recreational fishing environment in Cabo
San Lucas, anglers have modified their behavior to
maintain satisfaction. Many have gone billfish angling
elsewhere. They have been replaced by individuals
interested primarily in the destination and a variety of
recreational pursuits (one of which is fishing). Whereas
little can be done to reverse Cabo as we know it today,
increases in catch per unit of effort could help attract
anglers who have been displaced from billfish angling
destinations elsewhere. |
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The Buena Vista area
offers a competitive alternative for more serious but
price conscious billfish anglers not interested in all
of the distractions of Cabo. There has probably been
little if any succession at this area; they are probably
attracting the same types of anglers as they have
previously. If anglers are displaced from Buena Vista,
it will be due to a lack of improvement in fishing
quality there in comparison to other destinations at
comparable cost. |
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There are other important
considerations besides the economic impact of the
billfish fishery, for example, the extent to which
anglers release billfish. Instead of encouraging
additional charter boat business in Cabo San Lucas
because of the larger party size and per day
expenditure, arguments can be made in support of the
panga fishery at Buena Vista and for discontinuing the
panga fishery as currently operated in Cabo. All
discussions of total economic impact need to be viewed
in the context of sustainability. |
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There needs to be greater
appreciation of the present economic value of the
charter boat/panga billfish fishery ($69,719,152) and
what it could be with some attention and care. With
reduced commercial billfish catches and higher rates of
catch and release by the recreational fishery, benefits
to anglers as expressed in their willingness to pay
above trip costs would likely increase. Actions of this
sort could attract billfish anglers to the southern Baja
from other fishing destinations in search of high
quality angling and act to reverse the displacement of
billfish anglers to other destinations. |
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Hopefully, two groups of
Mexican nationals will make effective use of this
report: 1) those committed to promoting resource
conservation throughout Mexico, and 2) local business
owners directly dependent on a sustainable billfish
fishery for their livelihoods. This includes tackle
shops, many of the charter boat operations in Cabo which
have sought to promote the catch and release fishing
market, and those hotels which still prominently feature
billfish angling (i.e., the Buena Vista area) among
others. This report provides social and economic
arguments in behalf of natural resource protection and
enhancement. |
Acknowledgements
The financial support of the Offield
Foundation was instrumental to the initiation of this research
project.
Completion of the project was made
possible by the efforts of many who deserve special recognition.
Marco Ehrenberg, President of the Los Cabos Sportfishing
Association, was particularly supportive. His wife, Tracy
Ehrenberg, was always helpful in overcoming problems encountered
along the way. Bob Bisbee provided us with some context for
changing conditions in Cabo San Lucas. Furthermore, he exposed
us to the Baja, helped put us in touch with the right people in
the study area, and was always the perfect host. His son Wayne,
a member of the TBF Board of Directors, was an important
catalyst for making this study happen. Finally, we thank
Clicerio Mercado for his assistance with logistical details
throughout the project. Other individuals who deserve
recognition for their assistance include Minerva Smith, Bob
VanWormer, Mark Parr, Ian Hall, and Chuy Valdez.
We appreciate the support and
assistance provided by Dave Lear and his staff at The Billfish
Foundation. They provided timely support for the project at all
times.
We acknowledge all staff members of the
Human Dimensions of Fisheries Lab, Department of Wildlife and
Fisheries Sciences, Texas A&M University. Special thanks go to
Jos‚ Jimenez for the translation of materials into Spanish when
needed. Also, we thank Dr. Donald Clark for his assistance in
helping to design the mail questionnaire and with data analysis.
Dr. Mark Fisher also assisted with data analysis and statistics
questions. Finally, Dr. John Stoll deserves some recognition for
his careful review of our consumer s surplus questions and
assistance with bid values.
Finally, we acknowledge the
contribution of boat operators, hotel owners, and travel agency
managers who provided us with essential information so we could
complete this study. If they had not been willing to provide us
with the names and addresses of their customers, we would have
been unable to collect data from billfish anglers and produce
the results reported here. Also, we sincerely thank each and
every billfish angler who took the time to complete our mail
questionnaire. Hopefully, as a result of the efforts of all the
above named individuals and organizations, the quality of
billfish fishing in Mexico can be improved.
La Importancia
Economica de la Pesca Recreativa de Picudos en la Peninsula de
Baja California, Mexico
Robert B. Ditton,
Shepherd R. Grimes y Leslie D. Finkelstein
Traducido por Francisco Ollervides
Los objetivos de este estudio fueron
recordar y familiarizar a las personas que toman las decisiones
en Mexico, de la importancia economica que la pesca recreativa
de picudos representa, la abundancia de recursos de picudos de
las que esta depende, e incluso como se pueden obtener
beneficios adicionales atraves de la conservacion de picudos. Se
utilizo un cuestionario por correo para recolectar información
de aquellos pescadores que alquilaron barcos para pescar picudos
en el area sur de la peninsula de Baja California. La encuesta
fue distribuida a 950 individuos que pescaron utilizando barcos
alquilados o pangas en Cabo San Lucas o Buena Vista en los
ultimos doce meses (1994-1995). Un total de 425 cuestionarios
fueron completados y devueltos por los pescadores. Despues de
eliminar aquellos que nunca llegaron a su destinacion, se obtuvo
un total efectivo de respuesta de 50 porciento.
Los pescadores de picudos alquilando
barcos y pangas gastaron $14,429,056 USDLS y $9,568,707 USDLS
respectivamente en el area de estudio para la pesca de picudos
el año pasado. Estos dos grupos de pescadores gastaron
adicionalmente $20,229,030 USDLS en el area de estudio el año
pasado para otros fines ademas de la pesca de picudos (gastos
durante dias de no pesca). En suma, los pescadores de picudos
utilizando botes de alquiler y pangas gastaron $44,411,914 USDLS
en el area de estudio el año pasado.
Un multiplicador economico moderado de
2.25 se utilizo para calcular el grado de impacto indirecto y el
inducido asociados a los gastos de los pescadores de picudos en
el area. Por lo tanto, los $23,997,763 USDLS de gastos
relacionados a la pesqueria provienen de los pescadores de
picudos en el area de estudio (sin incluir el costo del viaje
aereo redondo), teniendo un impacto economico total de
$53,994,967 USDLS en la economia del estado. Cuando se incluyen
todos los gastos relacionados a el viaje a Mexico, un total de
gasto directo de $44,411,914 USDLS tiene un impacto economico
total de $99,926,807 USDLS en la economia estatal.
Las medidas de los diferentes deseos o
la voluntad de pagar un incremento en los gastos por viaje se
pueden utilizar para estimar el valor de estos beneficios
adicionales (exceso del consumidor) hacia los pescadores. El
promedio del exceso del consumidor por viaje para la pesca de
picudos, en el area sur de la peninsula de Baja California se
estimo en $547.16 USDLS. En general, los pescadores de picudos
recibieron un beneficio economico anual de $15,478,062 USDLS por
encima del total del gasto directo por viaje. Al combinar esto
con el total anual de gastos asociados a la pesca de picudos ,en
el area sur de la peninsula de Baja California (incluyendo
tarifa aerea) ($54,241,090 USDLS) , el total del valor economico
presente de alquilar botes y pangas para la pescadores de
picudos se estimo en $69,719,152 USDLS. |
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