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A social and economic study of the
winter recreational U.S. Atlantic bluefin tuna fishery in
Hatteras, North Carolina was completed to understand more about
this fishery and its participants. This is a relatively new
fishery that has developed in recent years after the discovery
of concentrations of large bluefin tuna during the winter months
near the various ship wrecks off the coast of Hatteras. Because
of the newness of the fishery, a paucity of information exists
about its participants, their catch and harvest practices, and
their economic impacts on the local community and North
Carolina.
Project technicians intercepted bluefin
tuna anglers at the conclusion of their daily fishing trips and
requested their names and addresses. Anglers were then sent a
mail questionnaire within thirty days that contained a variety
of questions regarding their fishing trip to the Hatteras area.
Questions targeted specific information about their saltwater
fishing experience, catch and harvest practices for bluefin
tuna, their willingness to pay for their tuna fishing
experience, and demographic characteristics. The survey was
mailed to 1,051 bluefin tuna anglers who fished between January
15, 1997 and March 22, 1997.
An overall response rate of 65.1%
(excluding non-deliverables) was achieved in this study. This is
the highest response rate achieved by the Human Dimensions of
Recreational Fisheries Research Lab for any previous study of
anglers targeting offshore pelagic species. Survey responses
provide a characterization of the Hatteras fishery in much
greater detail than previously available.
Boat Trips
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A
total of 1,390 boat trips for bluefin tuna were counted
dockside in Hatteras between January 15, 1997 and March
22, 1997. Most (73%) were charter boat trips. No party
boat trips were included in these totals. |
Characteristics of Bluefin Tuna Anglers
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Most anglers were male
(96%), and they had completed an average of 3 years of
college. |
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The average household
income of anglers was in the $80,000 - $99,999 category;
11% of the anglers reported household incomes greater
than or equal to $200,000 per year. |
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Most (68%) anglers
resided in Virginia, North Carolina, New Jersey, or
Maryland. |
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The fishery attracted
anglers from Canada, Brazil, Denmark, Scotland, Germany,
and New Zealand. |
Saltwater Fishing Involvement and Experience
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Anglers reported fishing
an average of 40 days in the last year; most (84.0%) of
which occurred in saltwater environments. |
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Anglers had fished in
saltwater for an average of 24 years. |
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Most (66%) anglers
reported they did not belong to any fishing or
conservation organizations. |
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Anglers reported spending
an average of $1,221 on fishing tackle and equipment in
the previous 12 months. |
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A majority (64%) of
anglers reported they did not put most of their fishing
effort into one particular species of fish. |
Participation in Bluefin Tuna Fishing in the U.S. Atlantic
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Anglers reported spending
on average 2.6 days fishing for bluefin tuna in the last
year in the Hatteras area and 2.8 days fishing elsewhere
in the U.S. Atlantic for bluefin tuna. |
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Anglers reported fishing
for Atlantic bluefin tuna for an average of 4 years.
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Most (81%) anglers had
fished for bluefin tuna for 5 years or less. Most
anglers had caught (70%) and eaten (62%) a bluefin tuna
in the last year. |
Angler Opinions on Bluefin Tuna Management in the Hatteras
Area
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Most (67%) anglers
supported the current regulation of a one fish (27"-73")
bag limit per boat with a no-sale provision.
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Of the four management
options presented, angler support (with 60% opposed and
18% neutral) was lowest for mandatory catch and release
of bluefin tuna. |
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Anglers supported four
potential management proposals for the fishery,
including mandatory use of circle hooks (68% support),
mandatory use of heavy tackle (63% support), prohibition
of light tackle (58% support), and mandatory
certification requirements in catch and release
techniques for captains and crews (55% support).
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A plurality of anglers
opposed two potential management proposals for the
fishery, including elimination of the trophy bluefin
tuna allowance of one trophy bluefin tuna per charter
boat each year (47% opposition) and a restricted season
in the Hatteras area to reduce impacts upon other areas
(46% opposition). |
Characteristics of Hatteras Bluefin Tuna Fishing Trips
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Most anglers (63%)
reported this was their first bluefin fishing trip to
the Hatteras area. |
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The average trip length
for anglers was 3.7 days, 1.7 days of which were spent
fishing. |
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The average party size
that accompanied anglers was 4.3 people. |
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On average, anglers
reported their boat caught and brought to the boat 4.9
"large medium/giant" bluefin tuna, 3.7 "large
school/small medium" bluefin tuna and 0.2 "school"
bluefin tuna per day fishing. |
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Most (73%) anglers that
caught a tuna (89.4%) prior to the closure of the
Angling category reported that their boat retained a
fish. |
Economic Benefits of Bluefin Tuna Anglers
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An estimated 6,546 angler
days fishing for bluefin tuna occurred in Hatteras
during the study period. Non-residents of North Carolina
who used charter boats comprised most (66%) of the days
fishing. |
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Overall, anglers reported
spending an average of $1,005 in the Hatteras area on
their trip to fish for bluefin tuna. |
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Anglers spent a total of
$3,635,654 in the Hatteras area and $212,036 elsewhere
in North Carolina for a total expenditure of $3,847,690
between January 15, 1997 and March 22, 1997.
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The overall economic
impact of expenditures by bluefin tuna anglers upon the
output of the Hatteras economy was $7,562,160 which
supported 170 jobs in the local area. |
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Non-resident anglers
spent a total of $3,233,088 in North Carolina between
January 15, 1997 and March 22, 1997. |
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The overall economic
impact of expenditures by non-resident bluefin tuna
anglers upon the output of North Carolina economy was
$6,013,544 which supported 94 jobs statewide.
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Bluefin tuna anglers'
willingness-to-pay above their current trip costs (net
economic benefits) ranged between $344 and $388 using
individual and pooled model results, respectively.
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When estimates of net
economic benefits are added to their annual bluefin tuna
trip expenses of $1,148 (mean per trip expense times
annual trips or $1,184 x .97), this yields average
estimates of total economic value (total
willingness-to-pay) of bluefin tuna angling in Hatteras
ranging from $1,492 to $1,536 per year per angler.
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The social value of
bluefin tuna fishing or the aggregated annual total
value of bluefin tuna angling in the Hatteras area
ranged from $5,425,907 to $5,585,920. |
Conclusions and Implications
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Bluefin tuna angler
expenditures ($3,847,690) in the Hatteras area and
elsewhere in North Carolina were sizable, particularly
when it is realized they occurred over a period of only
51 days of fishing between January 15 and March 22, 1997
and that they did not exist prior to 1996. Overall, this
constituted 1.8% of all angler trip expenditures for all
kinds of salt water fishing in North Carolina (Maharaj
and Carpenter 1997). According to angler reports,
charter boats in Hatteras had gross revenues of
$1,849,776 or about 58% of U.S. Atlantic totals reported
by the National Marine Fisheries Service in 1994. |
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Our estimates of boat
trips and angler expenditures varied considerably from
other research efforts due likely to methodological
differences. For example, the National Marine Fisheries
Service estimated there were 1,558 and 1,335 charter and
private boat trips, respectively, during the 1997 winter
season for Atlantic bluefin tuna while Novak estimated
there were 2,478 and 420 charter and private boat tuna
trips during the previous 1996 season. We used an
on-site census approach whereby marinas and boat slips
were checked daily by project technicians (instead of
estimating procedures) to count 1,020 and 370 charter
and private boat tuna trips, respectively. Likewise,
Novak used information from boat captains to estimate
angler expenditures in 1996 ranged from $10 to $16
million; our estimate of local expenditures based on
angler reports was $3.6 million. We have confidence in
the procedures used to count trips, survey procedures
used to gather expenditure data from the diversity of
bluefin tuna anglers who came to Hatteras, and resultant
estimates of their expenditures and economic impacts. |
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There would appear to be
ample room for expansion of the Hatteras bluefin tuna
fishery should local efforts be made to move in this
direction. Visitation and expenditure results for the
1997 season occurred with a minimum of regional,
statewide, and national promotion. Trip counts revealed
the charter fleet operated at 50% or more of capacity
for only 17 of the 51 days that boats went out fishing;
about one-half of these were weekend days. Likewise, the
private boat fleet docked in Hatteras made fewer than
ten bluefin tuna trips offshore on all but 14 days
during the season. Hopefully, a marketing and promotion
strategy can be developed that will produce more
favorable economic impact results from both a state and
local perspective. |
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We found the bluefin tuna
anglers in Hatteras are similar to billfish anglers
studied previously in the U.S. Atlantic and Costa Rica
(in terms of their demographic characteristics, fishing
frequency per year, years of fishing experience,
self-rated skill level, and the importance of fishing to
them as an outdoor recreation) but they differed in some
notable ways, too. For example, they fished for their
target species much less frequently per year and had
done so for far fewer years than billfish anglers.
Comparisons with U.S. Atlantic bluefin tuna anglers were
not possible because no studies of this angler group
have been completed elsewhere. We concluded the current
bluefin angler clientele can best be characterized as
opportunistic. They are not bluefin tuna anglers in the
sense they focus a major portion of their fishing effort
upon this particular species. They were likely attracted
by regional newspaper accounts which emphasized the
opportunity to catch large bluefin tuna with multiple
hook-ups in a day at Hatteras. In sharp contrast with
what is happening in the billfish angling community, on
about one-half of the charter and private boat trips
taken for bluefin tuna, anglers retained one fish of
legal size per boat despite a no-sale provision for the
fish. |
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The results for the net
economic value of the bluefin tuna fishing experience
(the difference between the total benefits received by
the angler and the expenditures made to utilize the
resource) provide a useful baseline measure for this
fishery. As more bluefin anglers are attracted to
Hatteras and if the fishing quality and conditions
remain the same, the bluefin tuna experience will result
in an even higher net economic value and greater
aggregate of total economic value reported in this study
($5,425,907 to $5,585,920). Further, this will generate
greater regional economic impacts (direct and indirect).
Likewise, the differential values associated with each
of three bluefin tuna management scenarios were useful
to understanding the future of this fishery. Whereas
economic benefits associated with the most restrictive
management alternative were significantly lower than the
other two management alternatives investigated, if
anglers were less harvest oriented (more
conservation-minded), there was little effect in terms
of lost value associated with the catch and release
alternative. This means that if an increase in total
economic benefits is sought and there will be no
additional quota in the future, the Hatteras area needs
to attract more anglers who are conservation-minded and
not harvest-oriented. Catch and release angling can
provide a valuable fishing experience without having to
take a fish out of the bluefin stock. Thus, angler
numbers, their regional economic impacts, and the net
value they receive can all increase within the current
bluefin tuna quota. |
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The future of the
Hatteras bluefin tuna fishery depends on some important
contingencies. Clearly, there is no winter bluefin tuna
fishery in Hatteras without an allocation by the
National Marine Fisheries Service and this allocation is
not expected to increase. Also, the recreational fishing
tourism system there needs to be able to support current
fishing levels as well as those anticipated in the
future. Most importantly, those involved in the tourism
system operating in support of the Hatteras bluefin tuna
fishery need to agree on the product they have to offer.
If the product is the opportunity to harvest one
legal-sized bluefin tuna per boat and the quota doesn't
increase, then any further infrastructure and
promotional efforts to attract anglers will exhaust the
quota even earlier than 1997's closure on March 2. If a
catch and release product is recognized as being in the
best interest of the local area because more fishing
activity and related expenditures can occur, then local
marketing and promotion efforts need to focus on finding
more anglers with this orientation. To maximize local
benefits, future efforts need to attract anglers who are
more interested in the challenge and adventure aspects
of making multiple hook-ups per day on large bluefin
tuna and in fisheries conservation than those interested
in harvesting large fish with a no-sale provision. This
would appear to be in the best interests of all involved
with this fishery. |
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Future research needs
include: 1) using this study design in other U.S.
Atlantic coastal communities to better understand the
extent of their recreational bluefin tuna fisheries,
their participants, their local and statewide impacts,
and anglers' willingness-to-pay (net economic benefits)
above trip costs and 2) annually sampling the bluefin
tuna Angling category permit holders using the
computerized permit system recently established by
National Marine Fisheries Service to conduct survey
research to provide social and economic insight to this
population of U.S. Atlantic bluefin tuna anglers. |
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