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Article

Management of Citrus Cultivation in Emerging Rural Communities in Mexico: Practices and Challenges in the Central-Northern Region of Veracruz

by
Eduardo Fernández-Echeverría
1,
Marieli Lavoignet-Ruiz
2,
Luis Enrique García-Santamaría
2,
Gregorio Fernández-Lambert
2,
Loecelia Ruvalcaba-Sánchez
3,
Horacio Bautista-Santos
4,5,
Fabiola Sánchez-Galván
5 and
Yair Romero-Romero
6,*
1
Tecnológico Nacional de México/ITS de Zacapoaxtla, Carretera a Acuaco, Zacapoaxtla, Km 8 Totoltepec, Zacapoaxtla 73680, Mexico
2
Laboratorio de Logística y Sustentabilidad en Economías Emergentes, Tecnológico Nacional de México/ITS de Misantla, Km 1.8 Carretera a Loma del Cojolite S/N, Veracruz 93850, Mexico
3
Centro de Investigación en Ciencias de Información Geoespacial, Contoy 137, Col. Lomas de Padierna, Alcaldía Tlalpan, C.P., Ciudad de México 14240, Mexico
4
Tecnológico Nacional de México/Instituto Tecnológico Superior de Chicontepec, Carretera San Sebastián—Chicontepec S/N, Chicontepec 92705, Mexico
5
Tecnológico Nacional de México/Instituto Tecnológico Superior de Tantoyuca, Desviación Lindero Tametate S/N, La Morita, Tantoyuca 92100, Mexico
6
Consejo Nacional de Humanidades Ciencias y Tecnologías/Centro de Investigación y Asistencia en Tecnología y Diseño del Estado de Jalisco A.C., Av. Normalistas 800 Colinas de La Normal, Guadalajara 44270, Mexico
*
Author to whom correspondence should be addressed.
Sustainability 2024, 16(20), 8732; https://doi.org/10.3390/su16208732 (registering DOI)
Submission received: 4 September 2024 / Revised: 1 October 2024 / Accepted: 2 October 2024 / Published: 10 October 2024

Abstract

:
The central-northern region of Veracruz has experienced significant changes in traditional coffee cultivation and cattle raising due to the increased demand for fresh and industrialized citrus products. However, there is a lack of understanding regarding the use of agrochemicals in citrus production, driven by the belief that “more is better” and a limited awareness of responsible agricultural practices. This research examines citrus crop management in rural communities, focusing on farming practices aimed at improving production by controlling pests and diseases. Data for this study were collected from 51 producers through in-person surveys, using a 48-item questionnaire and the snowball sampling method. The findings reveal that despite 20 years of development, citrus production is still not fully established, and the excessive use of agrochemicals remains widespread. The expansion of citrus groves in the study region has altered the agricultural landscape and the socioeconomic structures of rural communities. Furthermore, environmental concerns about chemical residues in the fruit limit their commercialization and harm the environment through runoff into groundwater and water bodies. To address these issues, it is crucial to raise awareness and guide farmers toward the responsible use of chemicals in citrus cultivation, ensuring sustainable production and mitigating negative environmental impacts in all communities where citrus is grown.

1. Introduction

Citrus goods have a comparative advantage over other agricultural products because of their widespread market acceptance domestically and internationally [1], especially in the US and Canada [2]. This benefit has transformative change Mexico’s agricultural land use over the last thirty years. Traditional crops like coffee and sugarcane have been replaced by citrus cultivation [3], which accounts for 27% of the country’s agricultural production [4]. This transformation, driven by its economic value, has resulted in a new agricultural character in Veracruz’s central-northern region.
Because citrus farming has become the primary source of income for rural communities, this cultivation has significantly altered their social structures and changed the visual environment. In the central-northern region of Veracruz, citrus chains—which include mandarins, oranges, grapefruits, and limes—also act as an economic engine for at least fifteen communities. This growth has additionally driven the expansion of suppliers of technical inputs, transport logistics, and agricultural consulting services. The growing national and international demand for these citrus fruits has driven the expansion of their cultivation in the study region, alongside the increased use of agrochemicals, such as fertilizers and herbicides, to sustain these crops. These factors have not only been discussed in the literature [5,6,7,8] but also by local citrus growers due to the impact that these agrochemicals have on their orchards and the health of the farmers themselves through their use.
The citrus value chain in Citrus District III, which is located in the central-northern region of Veracruz, primarily focuses on Valencia oranges (Citrus sinensis) and Persian limes (Citrus × latifolia). In 2023, this sector generated an average annual value of MXN 2,893,617.90 from a planted area of 57,194 hectares, spanning 17 municipalities in the study region, including Atzalan, Chumatlán, Colipa, Coxquihui, Coyutla, Espinal, Gutiérrez Zamora, Martínez de la Torre, Misantla, Nautla, Papantla de Olarte, San Rafael, Tecolutla, Tlapacoyan, Tuxpan, Vega de Alatorre, and Yecuatla [3]. These municipalities encompass rural communities where 25% of the population experiences social deprivation and 2.5% has insufficient income [9]. The citrus value chain consists of plant suppliers (1), agronomic suppliers (2), orchard production (3), post-harvest processing in extraction and packing (4), commercial services for waxing or packing (5), and transportation services (6) [10].
Although the existing literature extensively covers agricultural practices [11,12,13,14] and methods to improve crop yields [5,6,15,16,17,18], the experiences of small rural producers—often grounded in local traditions and practical adaptations—represent a crucial source of knowledge in citrus crop management. These experiences provide unique insights into the agricultural management of citrus crops within specific contexts for similar communities. However, agricultural practices in citrus orchard management have direct implications for both productivity and orchard sustainability. Studies such as those by [19,20] have recommended that when evaluating orchard production performance, variables related to orchard sustainability and resilience should be included, such as pest and disease control [21,22,23], the risks associated with chemical use [24,25], weed management strategies, and pruning techniques [24]. These variables, supported by previous research, form the foundation of this investigation, highlighting the need for a more detailed examination of citrus orchard management practices in rural regions.
This article aims to characterize the agricultural practices used in citrus cultivation in the central-northern region of Veracruz, Mexico. The research identifies the types of pests and diseases that typically prevail in citrus crops and examines not only the agrochemicals employed but also the cultural practices currently used by citrus growers for their control and remediation, primarily in the cultivation of Persian lime and Valencia orange, which are the dominant crops in the study region. Additionally, this study addresses local citrus growers’ concerns regarding the impact of agrochemical use on orchard productivity and the health of the citrus growers themselves. By examining these issues, this study offers a perspective on managing orchards in rural areas and investigates specific agricultural techniques for citrus crop management. This provides a foundation for future research aimed at improving the sustainability and efficiency of citrus farming in rural regions.

2. Materials and Methods

This qualitative study used a structured questionnaire to record citrus growers’ knowledge and experience of pest management and the customs of rural communities in 17 rural municipalities in the Central-Northern Zone of Veracruz, Mexico [9] (Figure 1). In the study region, the climate is warm–humid–regular, with an average temperature of 23.7 °C−35.6 °C and an average annual rainfall of 1293.6 mm [26]. The predominant soil type is luvisol; less than 50% of the land is used for agricultural activities [27], of which agriculture occupies 28,710.1 ha, while livestock occupies 20,543.0 ha [28].
Citriculture contributes 52.81% to the citrus production of the state of Veracruz in this study area [28,29]. However, there is no government database reporting the number of citrus growers in the study region, which is a situation resulting from the expansion of citrus cultivation in this area.
In this research, the citrus orchards owned by the producers were established as the primary unit of analysis. Data collection was conducted through a questionnaire directed at the owners of these orchards. The questionnaire was designed based on reports of agricultural practices from [30,31,32,33], complemented with knowledge about citrus growers’ perceptions regarding pest control methods, the use of fertilizers and herbicides [24,34], and the expertise of the following specialists in citrus cultivation from the study region: two citrus producers with land extensions of at least 10 hectares and 25 years of citrus cultivation; one researcher from the INIFAP Ixtacuaco campus; one agronomist specializing in citrus cultivation in the study area; and one entrepreneur from a citrus extraction company with at least 25 years in the industry. The research focused on the sections in Table 1 that provide a summary of a questionnaire designed for citrus experts, structured in the following three sections: general orchard information, pests and diseases, and orchard practices. The questions are categorized as closed-ended (CL), multiple choice (MC), and open-ended (OE), specifying the quantity for each type. For instance, in the pests and diseases section, there are a total of 26 questions, as follows: 6 closed-ended, 8 multiple choice, and 12 open-ended. Notably, questions 23 and 33 include additional open-ended sub-questions to elicit more detailed responses.
Between 1 July 2023 and 15 March 2024, the owners and managers of the orchards in the research region were given the 46-item questionnaire (Appendix A) in person. Only 51 producers accepted to participate in this study, although 90 were invited to the interview (Table 2). A descriptive approach was utilized to assess and quantify the attributes due to the small sample size (51 respondents); this was supplemented by an inductive theme analysis, which allowed for an interpretation that was open-ended, flexible, and in line with the goals of the research [35,36,37]. Notably, this research does not differentiate between citrus varieties; instead, it concentrates on the farming methods associated with managing citrus crops.
The non-probabilistic sampling method was “collaborative snowball sampling” [38]. This method has proven effective for accessing information from study units not reported in government agricultural databases or censuses and for study subjects who do not wish to participate due to the protection of their data [39,40]. In this method, the producers who initially responded recommended the participation of new producers, and so on.
The distribution of the questionnaire administration was determined by two key factors, as follows: first, the level of interest shown by citrus growers in participating in the interviews, and second, the challenges associated with contacting growers at their orchards. For instance, in municipalities such as Misantla, which benefit from superior road infrastructure and greater accessibility, a larger number of invitations were distributed (10), given the relative ease of reaching the producers. Conversely, in more remote municipalities with limited connectivity, such as Tecolutla, only two producers were invited, highlighting the logistical constraints and difficulties in accessing these regions. Furthermore, the snowball sampling technique, based on referrals from initial participants, facilitated the identification of additional citrus growers in more accessible areas. However, in more isolated orchards, access to small-scale producers was hindered by distance and the geographical dispersion of the orchards, which limited direct engagement with the growers.
The design of the questionnaire and analysis of the information was carried out by a researcher from the INIFAP campus Ixtacuaco and an agronomist expert in citriculture in the study area, who examined the 51 responses and aimed to determine the most common problems in this area under the aspects listed in Table 3.

3. Results

3.1. General Information about the Study Orchards

The results are based on data collected from 51 citrus growers regarding their agricultural practices in orchards. It was found that the preferred grafting patterns are sweet orange (68%) and lemon tree (32%) for Persian lime. The largest planted area corresponds to Valencia oranges in the municipality of Tuxpan, Veracruz [3,41]. Table 4a provides information on the size and age of the orchards, while Table 4b describes the dominant soil reported by producers in the study region. At least 37% of the orchards cover an area of 1 to 6 hectares. Of these, 52% are situated on black soil and are between 4 and 7 years old. Additionally, at least 39% of these orchards are in full production, with plantations aged between 7 and 10 years.
In the research area, Persian lime is harvested in the following two distinct seasons: the high season, from April to August, and the low season, from October to January. Table 5 shows the production of Persian lime during the peak season, based on the tree’s age, and indicates that most of the yield is derived from young trees (between 1 and 4 years of age). The fruit is collected in two or three harvests during this period. Farmers employ maintenance techniques to stimulate flowering after the tree has ceased producing, aiming to harvest between November and December, albeit with a reduced yield, to sustain citrus production. Although this period is considered the low season, the limited availability of citrus fruits drives up their price.
In contrast, the Valencia orange processing industry in Martínez de la Torre and Álamo Temapache, Mexico, observes an industrial season from January to April–May. Early oranges are processed from January through December in the interim. The research area also includes smaller amounts of marsh, Jaffa, clementine, and navel orange cultivation. These orange cultivars are considered table oranges to compensate for the shortage of Valencia oranges, which are in high demand by the juice concentrate processing industry. Citrus growers can harvest between 50 and 80 kg of fruit per tree, translating to a total production of 11 to 26 tons per hectare for trees aged between 3 and 15 years. Table 6 shows that 35% of citrus growers use some form of irrigation, benefiting from their proximity to effluents without needing hydraulic infrastructure. Forty percent of growers fertilize their citrus trees, while fewer than 30% implement pest control and trimming.
Approximately 65% of growers obtain their seedlings from nearby nurseries, 35% use grafting techniques, and 5% receive state assistance. Producers own 85% of the land used for citrus cultivation, 13% lease their plantations for a period of five to ten years, and 2% allocate the land to family members, who are responsible for maintaining the plantation and preventing its use for other agricultural purposes. During this phase, 85% of producers work in their own orchards, 10% rent out their orchards for others to work, and 5% work in orchards that have been handed down by family members.

3.2. Pests and Diseases and Associated Costs

Pests and diseases are most prevalent in the research area from early spring to late summer. Farmers apply various compounds to mitigate these issues, often following advice from fellow farmers in the region. Their application and use strategies are generally informed by knowledge gained from managing other crops. Citrus growers reported the following chemical ingredient hazards, as detailed in Table 7. Table 7 presents the risks of using chemical products in citrus orchards, based on a questionnaire given to producers (Section 2, questions 8 to 15), and highlights concerns such as soil erosion, fruit contamination, reduced production, tree dehydration, premature fruit drop, and worker poisoning. Farmers emphasized that improper chemical use can negatively affect soil fertility, fruit quality, and overall orchard productivity, while also stressing the importance of safety precautions to prevent worker intoxication.
Citrus growers identify the red spider mite (Tetranychus urticae), the black stink bug (Proxys punctulatus), the broad mite (Polyphagotarsonemus latus), and Diaphorina citri Kuwayama, known as the Asian citrus psyllid, as significant pests in citrus cultivation. They particularly highlight the fruit fly as a notable pest for oranges. Table 8 illustrates the prevalence of diseases and pests in the research area. The two diseases responsible for tree death are Huanglongbing and Gummosis.
Table 9 lists the pests and diseases present in the research area, along with the agrochemicals used by farmers to manage their crops. It also indicates the number of treatments citrus growers have applied to address these various pests and diseases. Table 9 highlights that citrus growers in this study area particularly value the use of Bordeaux mixture (CBS), sulfocalcic broth (CSA), and ash solution (CCE) as popular artisanal preparations for combating pests and diseases.
Citrus growers have removed trees in cases in which Huanglongbing and citrus tristeza virus are present. During the study period, 92% of producers used chemical compounds to address these issues; 65% sought advice from agricultural pharmacists or other farmers facing similar problems to ensure plentiful and healthy production. The costs associated with controlling diseases and pests in the orchards within the research area are provided in Table 10 and Table 11.
As mentioned in Table 9, Bordeaux mixture is one of the products listed in Table 10. It is prepared to combat moisture-induced fungi and prevent them from penetrating plant tissue. Another option is ash broth, which is a mixture of wood ashes, water, and laundry soap. Once prepared, this homemade solution releases soluble nutrients that act as an organic pesticide. Lime sulfur broth is another substance used, primarily as an acaricide but also effective as a fungicide. This solution targets fungi such as mildew, as well as other insects, pests, and mites. Citrus growers use these compounds as economical options or low-cost cultural practices, making them accessible to rural farmers for controlling both pests and diseases.
The citrus farmer chooses to use these pesticides partly because of advice from other growers and partly because of advice from the agricultural supply shop seller. Additionally, the cost of the item usually impacts their choice to buy (Table 11). In practice in this study region, the citrus grower usually disregards the technical data sheet recommendations for the chemical, thinking that a more significant dose will be more efficient and quicken the herbicide’s action on the weeds. Usually, they lower the dosage for financial reasons, but some citrus producers worry that the increased toxicity factor could negatively impact production by triggering fruit drop and tree withering.
The herbicides Coloso Total 360®, Faena®, Faena Fuerte®, Lafam®, Takle®, and Ally Xp® described in Table 12 are reported by citrus growers for weed control in orchards. These herbicides have glyphosate as their active ingredient, while Paraquat®, DRAGOCSON®, Dextrone®, and Gramoxone® primarily contain 1,1′-dimethyl-4,4′-bipyridinium dichloride and 2,4-D amine. Citrus producers frequently neglect specific pesticide usage instructions, such as that some are intended just for non-crop regions, others advise against applying in gusts above 10 km/h, and others are only for broadleaf weeds. Citrus fruit-buying firms have arranged informational and awareness seminars on the appropriate selection and application of these agrochemicals to address this ecological and cultural issue. These gatherings draw attention to farmers’ health hazards, like tree damage and contaminated fruit from improper pesticide application.
Industry leaders note that there is no way to gauge the success of their advice, but they see a decline in the amount, consistency, and quality of fruit from some suppliers. In certain instances, as with oranges, fruit fly larvae have been found in the fruit that was received, which has led juice extractors to urge the setting of traps as a preventive step against this bug.
Notably, 38% of the citrus growers surveyed do not consider keeping records of their agricultural activities to be necessary or worthwhile, whereas 62% consider it necessary. It is important to highlight that for the 38% of producers who do not keep track of their farming methods, the lack of records may be a disadvantage when selling their harvests in markets. This could affect their export performance and any market where consumers inquire about the provenance and handling of the orchard’s produce.

3.3. Practices and Associated Costs for Maintaining and Improving Production with an Organic Trend

Table 13 demonstrates that every citrus grower surveyed cleans up some weeds in their plantations. Of the citrus growers, 15% clean their orchards by hand using a hoe and machete, while 45% either include welding machines or use them exclusively. Herbicide is used by 40% of the remaining growers to control weeds.
Citrus growers in this study report using agricultural techniques at two distinct points to increase crop output. In the first half of the year, 42% fertilize and control pests, and 31% concentrate on controlling pests without fertilizing the tree. By contrast, 27% do not practice pest and disease control or fertilizing. Furthermore, 69% of citrus growers said they did not treat their trees with pesticides during the second part of the year. Comparatively, 31% do not treat pests, focusing exclusively on fertilizing the tree and the soil. While Table 14 provides a full breakdown of pruning technique expenses, Table 14 summarizes the methods used to maintain and enhance orchard production.
Citrus growers prune their trees to promote tree growth, encourage flowering, and keep the trees clean, as Table 15 demonstrates. This mostly scissor-handled method has encouraged citrus growers, especially Persian lime producers, dubbed “scissor farmers”, to promote tree blossoming. Sometimes, orange trees and other citrus must be pruned for structural reasons. Agrochemicals can be used to access this technique, as Table 10 illustrates.
Table 16 lists the expenses associated with ground fertilization, foliar fertilization, and trunk treatment—three methods used in citrus orchards to preserve and increase crop yield. However, Table 17 illustrates the costs of common agricultural methods, such as manual weeding, weeding with a brush cutter, and tree cleaning. These methods include chemical, physical, and cultural regulation. They are performed regularly to preserve and enhance orchard productivity. Standard procedures like foliar application, pruning, and orchard cleaning are carried out in addition to weed cleaning. Chemical control includes inorganic pesticides and herbicides; cultural control includes fertilizing trees or the soil, pruning, and controlling weeds using organic materials.
This study has shown how vital awareness and education are in preventing the negative consequences linked to the usage of agrochemicals. Since people tend to think that the more they use something the more effective it is, these effects are frequently attributed to overuse. Even though these agrochemicals have been crucial in successfully managing weeds and pests, citrus growers worry about the chemical residues on the fruits. Concerns about human health, food safety, and the effects of residual runoff on groundwater and bodies of water have all been brought up by this subject. In this case, the scientific community is concerned about using glyphosate as the primary active ingredient in citrus production, notwithstanding the advantages of using agrochemicals.
Various reports [25,43,44] on the use of glyphosate have driven the development of eco-friendly products and the adoption of sustainable agricultural practices. As a result, citrus growers need to adopt a new approach that prioritizes the use of safer pesticides during the citrus cultivation process.

4. Discussion

Citrus growers in the region use various methods to manage pests and diseases, including foliar nutrients, agrochemicals, herbicides, mechanical or manual weeding, and pruning. Proper pruning balances the tree’s vegetative and reproductive growth, as noted by [19], and citrus growers in this study also emphasize clearing weeds and plant leftovers to promote budding (gives the tree structure) and reduce pests and disease hosts [20].
Integrated pest management (IPM) techniques were identified, combining chemical and biological methods to reduce reliance on agrochemicals and minimize environmental impact [20,21,22]. However, glyphosate is present in 80% of the agrochemicals used for weed control in the area. Despite technical datasheets specifying application methods, 40% to 46% of citrus producers do not follow these recommendations.
Management costs vary among producers. Well-trained and experienced growers tend to invest in higher-quality products and hire experts to ensure proper application. In contrast, smaller growers often use less efficient and more costly techniques, reducing orchard productivity [23]. For instance, 62% of small producers find chemical control too expensive and resort to homemade alternatives, often with poor results [45,46].
This study, as reported by [47,48], shows that sulfur application effectively controls diseases. Larger producers benefit more from their investment in high-quality control measures, while smaller producers face challenges due to limited financial resources and access to advanced technologies. These smaller producers, who account for 60% of the citrus crop in the region, rely on traditional knowledge and empirical practices on plots ranging from 1 to 5 hectares, in contrast to more technologically advanced areas [49].
Citrus growers with experience in other agricultural activities, such as cattle farming or maize cultivation, have adopted citrus management practices [50,51], expanding the cultivated area rather than increasing yield per hectare [52,53]. This highlights the need for technology transfer and training to improve citrus production efficiency and sustainability in the region [54,55]. This is especially important since individual farmers are the stewards and decision-makers of their farming operations [56].
Compared to other citrus-growing regions in Mexico and abroad, management practices in the central-northern Veracruz region are less technology-intensive and more reliant on traditional methods. In contrast, states like Michoacán and Tamaulipas have adopted advanced pest control techniques [57,58], including digital monitoring and biological traps, thereby improving sustainability and productivity [59]. Internationally, countries like Brazil and Spain have promoted more comprehensive approaches, integrating sustainable farming practices that support the adoption of advanced technologies [60,61,62,63].
As citrus farming expands in the region, farmers with experience in other crops or cattle ranching have adopted citrus cultivation techniques through imitation or referral. However, productivity remains low compared to large-scale plantations in other regions. Production is primarily driven by small-scale producers who manage 1 to 5 hectares, accounting for 60% of citrus output. These producers, rooted in rural areas, play a vital role in maintaining orchard productivity despite ongoing challenges in pest and disease control [49].

5. Conclusions

This study highlights the complexity and diversity of agricultural techniques used in managing citrus orchards in Veracruz’s central-northern region. The findings reveal that 61% of citrus growers with land between one and ten hectares face challenges in managing pests and diseases, which are often exacerbated by limited financial resources. In contrast, 11.76% of producers with over 16 hectares are better equipped, often having irrigation systems due to proximity to wells or water sources.
A concerning finding is that 37.27% of small-scale producers (with less than 5 hectares) do not adhere to technical guidelines for agrochemical application. This group either overdoses, believing “more is better”, or underdoses for financial reasons, raising serious concerns about safety and effectiveness.
This study also shows considerable variation in the type, frequency, and costs of cultural treatments, such as fertilization, pruning, and orchard cleaning. Notably, 38% of growers do not see pest management as necessary, while smaller producers (1–5 hectares) often rely on empirical methods, leading to lower yields. Larger producers, however, invest in technical support, which improves productivity. Shared knowledge among farmers helps extend productive cycles and strengthen orchard resilience.
Future research should focus on (1) promoting eco-friendly citrus management methods, (2) educating growers on sustainable practices and safe agrochemical use, (3) assessing the impact of farming techniques on yield and fruit quality, (4) exploring the feasibility of transitioning to more ethical and sustainable citrus production, and (5) evaluating the effectiveness of technical advice to reduce health and environmental risks. These efforts aim to foster sustainable, responsible, and efficient agriculture in the region.

Author Contributions

Writing (original draft), E.F.-E. and G.F.-L.; writing (review and editing), M.L.-R. and L.E.G.-S.; data curation, F.S.-G. and H.B.-S.; methodology and validation, L.R.-S. and Y.R.-R. All authors have read and agreed to the published version of the manuscript.

Funding

This research was not funded by any institution.

Institutional Review Board Statement

The study was conducted in accordance with the Declaration of Helsinki and approved by the Institutional Review Board (IRB) of the Tecnológico Nacional de México/Instituto Tecnológico Superior de Misantla (protocol code IRB2024-09, approved in September 2024). The research project titled “Management of citrus cultivation by small producers in Mexico: practices and challenges in the central-northern region of Veracruz” commenced in July 2023. If further information is required, please contact the IRB at the Tecnológico Nacional de México/Instituto Tecnológico Superior de Misantla at (235) 323-1545 or via email at [email protected].

Informed Consent Statement

Informed consent was obtained from all participants involved in the study. Participation in this research was entirely voluntary, and participants had the option to withdraw at any time without any negative consequences. All responses were kept anonymous, and efforts were made to minimize potential discomfort by ensuring the research team was available to provide support if needed. Since no patients were involved, written informed consent for publication was not applicable in this case.

Data Availability Statement

The data presented in this study are available in the article.

Conflicts of Interest

The authors declare no conflicts of interest.

Appendix A

The questionnaire questions are listed below:
  • Section 1. General information about the orchard
Table A1. General information about the orchard.
Table A1. General information about the orchard.
No.QuestionAnswers
01How many hectares is your citrus orchard?1 to 6 hectares
6 to 10 hectares
10 to 15 hectares
More than 16 hectares
02How many years has your citrus orchard been established?1 to 4 years
4 to 7 years
7 to 10 years
More than 10 years
03What is the type of surface where the citrus is cultivated?Soil
Sand
Clay
Soil mixture
Other (specify)
04What is the production per tree in the season according to the age of the trees?1 to 4 years}
4 to 7 years
7 to 10 years
More than 10 years
05What type of practices do you perform in your orchard for maintenance?Fertilization
Irrigation
Pruning
Pest/disease control
Other (unspecified)
06What is the origin of the plants used in your orchard?Local nursery
Imported
Own cultivation
Other (specify)
07Who owns the land where your orchard is located?Own
Rented
Borrowed
Other (specify)
  • Section 2. Pests and diseases
Table A2. Risks associated with the use of chemical components.
Table A2. Risks associated with the use of chemical components.
No.QuestionAnswers
08Do you believe using chemical components contributes to soil erosion in your orchard?Open-ended
09Are you concerned about the potential contamination of citrus due to the use of these chemicals?Open-ended
10Do you think that the lack of use of appropriate chemicals or fertilizers could reduce citrus production in your orchard?Open-ended
11Do you believe the improper use of chemicals could dry out the trees in your orchard?Open-ended
12Do you think that the use of chemical components could cause premature fruit drop from the trees, with consequent crop losses?Open-ended
13Are you aware that the incorrect use of chemicals could burn the fruits, affecting their appearance and marketability?Open-ended
14Do you believe that workers applying chemicals in the orchard should take special precautions to avoid
poisoning?
Open-ended
15Do you have any doubts about the use of chemical products in your orchard?Open-ended
Table A3. Identification of Pests in the Orchard.
Table A3. Identification of Pests in the Orchard.
No.QuestionAnswers
16Are pests present in your crop?Yes
No
17What factors have contributed to the increase in pests in your crop?Open-ended
18Have you received advice on controlling pests in your crop?Yes
No
19Do you use traditional methods (learned or inherited from family or acquaintances) to prevent pests in your crop?Yes
No
20What pests have you observed in your citrus orchards? (Select all that apply)(a) Red spider mite
(b) Diaphorina citri
(c) Ant
(d) Leafminer
(e) Snowflake
(f) Green stink bug
(g) Aphid
(h) Thysanoptera
(i) Red mite
(j) Red louse
(k) Others (specify)
21In which parts of the tree have you observed the pests? (Select all that apply)(a) Stem
(b) Flower
(c) Fruit
(d) Leaf
(e) Root
22In which seasons have you observed these pests? (Select all that apply)(a) Spring (PR)
(b) Summer (VR)
(c) Autumn (OT)
(d) Winter (IN)
23For each type of pest identified, answer the following questions:
(a) What is the name of the product you use for pest control?Open-ended
(b) What is the unit of measurement for this product?Open-ended
(c) What is this agrochemical product presentation (e.g., kg, L)?Open-ended
(d) What is the price of this product in your region?Open-ended
(e) What is the cost of the product (considering its presentation)?Open-ended
(f) How many times per year do you apply this product?Open-ended
(g) What is the annual cost of using this product?Open-ended
Table A4. Diseases present in the orchard.
Table A4. Diseases present in the orchard.
No.QuestionAnswers
24Are there diseases present in your crop?Yes
No
25What factors have contributed to the increase in diseases in your crop?Open-ended
26Have you received advice on controlling diseases in your crop?Yes
No
27Do you use traditional methods (learned or inherited from family or acquaintances) to prevent diseases in your crop?Yes
No
28What diseases have you observed in your citrus orchards? (Select all that apply)(a) Gummosis
(b) Anthracnose
(c) Citrus tristeza
(d) Huanglongbing
(e) Others (specify)
29On which parts of the tree have you applied products for disease control? (Select all that apply)(a) Trunk/Stem
(b) Foliage
(c) Fruit
(d) The entire tree
(e) Soil
(f) Others (specify)
30What products do you use for disease control? (Select all that apply)(a) Aliette® (ALI)
(b) Quicklime (CAL)
(c) Cipermetrina® (CIP)
(d) Cupravit® (CUP)
(e) Gatillo® (GAT)
(f) Foley Rey® (FOL)
(g) Oxicob 85® (OXI)
(h) Rotaprid® (ROT)
(i) Tega® (TEG)
(j) Bordeaux mixture (CBS)
(k) Sulfocalcic broth (CSA)
(l) Ash solution (CCE)
(m) Others (specify)
31How many applications per year do you perform for each product for disease control? (Specify the number of applications per product)(a) Aliette® (ALI): _____ number of time
(b) Quicklime (CAL): _____ number of time
(c) Cipermetrina® (CIP): _____ number of time
(d) Cupravit® (CUP): _____ number of time
(e) Gatillo® (GAT): _____ number of time
(f) Foley Rey® (FOL): _____ number of time
(g) Oxicob 85® (OXI): _____ number of time
(h) Rotaprid® (ROT): _____ number of time
(i) Tega® (TEG): _____ number of time
(j) Bordeaux mixture (CBS): _____ number of time
(k) Sulfocalcic broth (CSA): _____ number of time
(l) Ash solution (CCE): _____ number of time
(m) Others (specify): _____ number of time
32In which seasons do you apply products for disease control? (Select all that apply)(a) Spring (PR)
(b) Summer (VR)
(c) Autumn (OT)
(d) Winter (IN)
33For each type of disease, answer the following questions:
(a). What is the name of the product you use for disease?Open-ended
(b). What is the unit of measurement for this product?Open-ended
(c). What is the product presentation (e.g., kg, L) for this product?Open-ended
(d). What is the price of this product in your region?Open-ended
(e). What is the cost of the product (considering its presentation)?Open-ended
(f). What is the annual cost of using this product?Open-ended
  • Section 3. Specific orchard practices
Table A5. Specific orchard practices.
Table A5. Specific orchard practices.
No.QuestionAnswers
34What strategy do you use for weed control in your orchard?Without herbicides: Manual
Without herbicides: Mechanical
Without herbicides: Manual and Mechanical
With herbicides: Use of some herbicides
35What type of treatment do you apply to improve production?Agrochemical
Organic
Irrigation
Pruning
Other (specify)
36What is the work method employed in cultivation?Manual
Mechanical
Semi-automatic
Fully automated
Other (specify)
37Who decides on the treatment to be applied? (Select all that apply)Decides on their own
Seeks external advice
Both
Other (specify)
38From whom do you receive external advice for treatments?Agronomist
Agrochemical vendor
Producers’ association
Other (specify)
39What activities do you perform for crop maintenance?Fertilization
Irrigation
Pruning
Pest control
Other (specify)
40What type of pruning do you perform in the cultivation?Formation pruning
Production pruning
Cleaning pruning
Other (specify)
41How often do you perform pruning?Weekly
Monthly
Quarterly
Annually
Other (specify)
42What results do you expect to achieve with pruning?Improved production
Improved plant health
Better appearance
Other (specify)
43What is the daily cost of pruning in your orchard?200 to 400 pesos
401 to 600 pesos
More than 600 pesos
Others (specify)
44What is the cost per tree for each type of pruning?10 to 30 pesos
31 to 50 pesos
More than 50 pesos
Others (specify)
45How many trees do you prune per hectare on average for each type of pruning?Less than 100 trees
100 to 250 trees
More than 250 trees
Other (specify)
46Do you have any additional observations about the pruning methods used?Open-ended

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Figure 1. The study region is in the northern zone of Veracruz, Mexico.
Figure 1. The study region is in the northern zone of Veracruz, Mexico.
Sustainability 16 08732 g001
Table 1. Profiles considered in the questions are based on citrus cultivation experts.
Table 1. Profiles considered in the questions are based on citrus cultivation experts.
SectionTopics Related to the OrchardQuestionsType of Question *
CLMCOE
(1) General information about the orchardOrchard characteristics01 a 07070
(2) Pests and diseasesRisks associated with the use of chemical components08 a 15008
Pests16 a 23332
Diseases24 a 33352
(3) Specific orchard practicesOrchard maintenance practices34 a 460121
Total 4662713
* CL: closed (dichotomous) | MC: multiple choice | OE: open-ended; Question 23 contains seven open-ended questions. Question 33 contains six open-ended questions
Table 2. Number of farms that responded to the research questionnaire by municipality.
Table 2. Number of farms that responded to the research questionnaire by municipality.
ZoneMunicipalityVisitedRespondentsZoneMunicipalityVisitedRespondents
CentralAtzalan85NorthChumatlán52
Colipa53Coxquihui42
Martínez de la Torre146Coyutla52
Misantla105Espinal42
San Rafaél53Gutiérrez Zamora42
Tlapacoyan54Nautla32
Vega de la Torre44Papantla32
Yecuatla43Tecolutla21
Tuxpan53
Total9051
Table 3. Analysis of the survey’s established components.
Table 3. Analysis of the survey’s established components.
DimensionsObjective
Orchard characteristicsComprehend the production environment and determine the background of the orchard’s main circumstances and practices.
Risks associated with the use of chemical componentsDetermine the cultivation techniques and work methods, the decision-making process, and the outside advising sources the farmer uses to boost output. Understanding farmers’ worries about chemical use on orchard health was the goal.
PestsDetermine which pests are common in this research region and how well the chemicals and methods employed to manage them work.
DiseasesDetermine which diseases are common in this research region and what preventive measures can be taken to enhance crop health and orchard yield.
Orchard maintenance practicesDescribe the costs and procedures involved in orchard maintenance.
Table 4. General overview of citrus orchards in the study region. (a). Orchard size and age of citrus trees. (b). Dominant soils reported by producers.
Table 4. General overview of citrus orchards in the study region. (a). Orchard size and age of citrus trees. (b). Dominant soils reported by producers.
(a)
OrchardHectaresOrchards%
Extension1–61937.25
6–101631.37
10–151019.61
>16611.76
AgeYearsOrchards%
1–4917.65
4–71733.33
7–102039.22
>1059.80
(b)
Soil TypeOrchards%
Sandy soil23.92
Black soil or humic Soil2752.94
Floodplain soil1121.57
Mixed713.73
Rocky47.84
Total51
Table 5. Citrus production according to tree age during the high season.
Table 5. Citrus production according to tree age during the high season.
InformationAgeKilograms/Tree%
Production per tree1–425 a 3059.00
4–646 a 5623.00
6–1066 an 8010.00
>10180 a 2008.00
Table 6. Management of citrus orchards.
Table 6. Management of citrus orchards.
Management ElementVariable%
Agricultural practicesFertilization40
Irrigation35
Pruning25
Pest/disease control30
Any practice occasionally10
Table 7. Risks associated with the use of chemical components.
Table 7. Risks associated with the use of chemical components.
Possible RiskThe Comment Expressed by Citrus Farmers
Soil erosionThere is concern that using chemical components contributes to soil erosion and negatively affects its quality and fertility.
Fruit contaminationCitrus growers have expressed concern about the possibility of these chemicals contaminating citrus, which could compromise their quality and safety.
Reduced in productionThe growers are concerned that lacking proper chemicals or fertilizers could decrease citrus production.
Dehydration of the treesThere is a risk that improper use of chemicals could dry out the trees, affecting their health and yield.
Fruit loss Citrus growers expressed concern that using chemical components could cause lemons or oranges to fall from the trees prematurely, leading to harvest losses.
Burned fruitsGrowers are aware of the risk that citrus may suffer burns due to the improper use of chemicals, which affects their appearance and marketability.
Workers poisoned
by pesticide
Workers must take proper precautions when applying chemicals, as there is a risk of poisoning if safety measures are not followed.
Table 8. Pests and diseases in citrus orchards: occurrence, infestation sites, and seasonal presence.
Table 8. Pests and diseases in citrus orchards: occurrence, infestation sites, and seasonal presence.
TypeCommon Name ¥% Site of Occurrence on the TreePresence Season
StemFlowerFruitLeafRootSPR *SMR *AUT *WIN *
PestsRed Spider Mite19OkOkOkOkOkOkOkOk
D.c.; C.n.; A. b.**19OkOkOkOkOkOk
Ant19OkOkOkOkOkOkOkOkOk
Leafminer 10OkOkOk
Snowflake10OkOkOk
Green stink bug7OkOkOkOkOk
Aphid7OkOkOkOkOkOk
Thysanoptera4OkOkOk
Red mite4OkOkOkOkOk
Red louse1OkOkOk
DiseasesGom. and Huang ***37OkOkOkOkOkOkOkOk
Anthracnose22OkOkOkOkOkOk
Citrus tristeza21OkOkOkOkOkOk
Melanosis11OkOkOkOk
Scab8OkOkOkOk
Chlorosis1OkOkOkOkOk
It refers to the proportion of producers who reported it. | ¥ The scientific name can be found in [15,42]. | * SPR = spring; SMR = summer; AUT = autumn; WIN = winter | ** Diaphorina citri, black stink bug, and white mite. | *** Gomosis and Huanglongbing [42].
Table 9. Pest and disease management: infestation sites, application methods, and product usage.
Table 9. Pest and disease management: infestation sites, application methods, and product usage.
TypeName ¥Site of InfestationType of ApplicationProducts Used (Abbreviations) *.*Number of Applications per Year
PestsAphidsEntire tree1GAT, OXI, ROT3–4, 4, 4
Entire tree and soil1CSA *, CCE **12, 12
Red spider miteTrunk/Stem1CAL2
Entire tree1FOL4
Entire tree and soil1OXI, ROT12, 12
AntAround the tree FOL4
Trunk/Stem1, 3CAL, CSA *2, 12
Foliage1CSA12
Black stink bugEntire tree1CSA *, CCE **12, 12
Entire tree and soil1CIP, FOL4, 3
Red louseTrunk/Stem2CAL2
Entire tree and soil1CSA *, CCE **12, 12
LeafminerEntire tree1GATDE 3 A 4
Entire tree and soil1CSA *, CCE **12, 12
Foliage1ALI4
WhiteflyTrunk/Stem1FOLIn every occasion that it is
Entire tree1CIP, GAT4, 3–4
Entire tree and soil1CSA *, CCE **12, 12
Diaphorina citriEntire tree1CIP, GAT, ROT, TEG4, 3–4, 4, 4
Entire tree and soil1CSA *, CCE **12, 12
DiseasesGummosisTrunk/Stem1ALI, CSA *, CCE **12
Entire tree1CUP, OXI, TEGIn response to the degree of affliction.
AnthracnoseEntire tree1ALI, CUP, OXI, TEG4, 4, 4, 4
Entire tree and soil1CSA *, CCE **12, 12
Citrus TristezaTree1NO DATATree removal
Huanglong-bingTreeNO DATANO DATATree removal
¥ The scientific name can be checked at [15,42]. 1. Combat is performed by spraying. 2. During the winter season. 3. Each transition between cold and hot seasons, as well as from hot to cold seasons. * First month: apply every ten days. Second month: alternate monthly with ash solution. ** First month: apply every ten days. Second month: alternate monthly with sulfocalcic broth. *.* Agrochemicals ALI~Aliette®; CAL~quicklime; CIP~Cipermetrina®; CUP~Cupravit®; GAT~Gatillo®; FOL~Foley Rey®; OXI~Oxicob 85®; ROT~Rotaprid®; TEG~Tega®; CBS~Bordeaux mixture; CSA~sulfocalcic broth; CCE~ash solution.
Table 10. Costs and application frequency of agricultural products per hectare for pest control in citrus orchards.
Table 10. Costs and application frequency of agricultural products per hectare for pest control in citrus orchards.
ProductUnitProduct
Presentation
Price in the Region (MXN)Cost (MXN)Applications per Year Annual Cost (MXN)
Sulfocalcic broth sediments ††NO DATANO DATAHandmade productionNO DATAWhen
necessary
NO DATA
Ash solution sediments ††NO DATANO DATAHandmade productionNO DATANO DATA
Aliette®kg21200.001000.0034000.00
Oxicob 85®kg1255.00553.0042212.00
Bordeaux mixture ††L200448.00848.0043392.00
Cupravit®kg1275.00565.0042260.00
Tega®L1325.00416.0031248.00
Sulfocalcic broth ††L62390.00790.006 *4740.00
Ash solution (Alkali) ††L62124.00524.006 *3144.00
The cost per application is MXN 400.00 per day/ha. The “per day” refers to the “daily wage” of the farmhand | †† Made by the farmer. * 10 applications of 20 L by spraying/ha. It is applied to diseased trees at a dose of 800 mL per tree.
Table 11. Agro-chemical product costs and application frequency per hectare.
Table 11. Agro-chemical product costs and application frequency per hectare.
ProductUnitProduct
Presentation
Price in the Region (MXN) *Total Cost (MXN) **Applications per YearAnnual Cost per ha (MXN)
Foley rey®L1281.00681.0042724.00
Sulfocalcic broth L62390.00790.0064740.00
Ash solution ††L62124.00524.0063144.00
Commercial lime®Kg2570.001100.0022200.00
Cipermetrina®L1179.00669.0042676.00
Aliette®Kg21200.001000.0034000.00
Gatillo®L1520.00920.0032760.00
Oxicob 85®Kg1255.00553.0042212.00
Rotaprid®L1949.00476.0041904.00
Bordeaux mixture ††L200448.00848.0043392.00
* Price obtained in the study region. | ** The cost per application is MXN 400.00 per day/ha. | 10 applications of 20 L by 250 trees/ha. It is applied to diseased trees at a rate of 800 mL per tree. | †† Concentrate to be diluted with water.
Table 12. Herbicide costs and application rates per hectare.
Table 12. Herbicide costs and application rates per hectare.
HerbicideUnitProduct
Presentation
Cost/Region (MXN)Total Cost * (MXN)Applications per YearCost/ha (MXN)
Paraquat® †L5510.00706.0042824.00
Dragocson® †L5566.00840.0043360.00
Dextrone® †mL900131.00837.0043348.00
Gramoxone® †mL900170.00967.0043868.00
Coloso Total® ††L1250.001150.0033450.00
Faena® ††L101795.00939.0032817.00
Faena Fuerte® ††L102350.001105.0033315.00
Desmonte A® ††L5515.00709.0032127.00
Lafam® ††L5915.00949.0032847.00
Takle® ††L5865.00919.0032757.00
Ally XP® ††g1075.00775.0032325.00
Contact, four applications per year | †† 10 applications of 20 L by spraying/ha. Systemic, three applications/year. * Systemic, three applications per year MXN 400.00 per day/ha (cost obtained from suppliers in the study region).
Table 13. Orchard cleaning strategies: methods and adoption rates.
Table 13. Orchard cleaning strategies: methods and adoption rates.
Orchard Cleaning StrategyVariable%
Without herbicidesManually15
Mechanized37
Manual and Mechanized8
With herbicidesUse some herbicide40
Table 14. Agricultural practices: adoption rates and application frequencies.
Table 14. Agricultural practices: adoption rates and application frequencies.
Agricultural PracticeResponseInterviewees (%)Frequency (Months)
Soil fertilizationYes, they do it. 56Every 6
No, they do not do it.44NA
Foliar applicationsYes, they do it. 631–3, 2–4
No, they do not do it.37-
PruningTo develop the tree34Every 6
To shape the tree25Every 6
To stimulate flowering17When deemed necessary
Purpose of pruningTo increase production55-
To improve fruit quality31-
For pest and disease control14-
Weed control *Weed trimming with a brush cutter401–3
Manual weed control202–4
Herbicide-assisted weed control40Every 6
PesticidesYes, they apply it. 392–4
No, they do not apply it.61-
* Over half of citrus growers have ceased using agrochemicals, citing that manual or mechanized mowing is cost-effective and provides longer-lasting weed control. This practice, which is carried out monthly on average, has become their preferred method.
Table 15. Costs of pruning methods per hectare in the study region.
Table 15. Costs of pruning methods per hectare in the study region.
Pruning/Mode of ActionUnitQuantityCost/Region (MXN)Cost/ha (MXN)Observation
Development pruning Per day12 days per year400.00/day4800.00Performed per day
Tree250 tree/ha30.00/tree7500.00Performed by tree
Fruiting pruning ††Per day18 days per year400.00/day7200.00Performed per day
Tree250 tree/ha35.00/tree8750.00Performed by tree
Tree cleaning pruning †††Tree250 tree/ha35.00/tree8750.00Removal of suckers
Once a year (June–July) | †† Once a year (October–November) | ††† As needed.
Table 16. Herbicide and nutrient application costs per hectare: product, frequency, and total annual expense.
Table 16. Herbicide and nutrient application costs per hectare: product, frequency, and total annual expense.
HerbicideUnitProduct
Presentation
Site of ApplicationPrice * (MXN)Total Cost **
(MXN)
Applications per Year ***Cost/ha per Year (MXN)
Sulfocalcic broth +L62Tree trunk, Leaf application390.00790.0064740.00
Ash solution and laundry soap +L62Tree trunk, Leaf application124.00524.0063144.00
Calcium nitrate®kg1At the tree’s base, Leaf application139.00456.0031824.00
Potassium nitrate®kg5At the tree’s base, Leaf application430.00435.0031740.00
Bocachi +kg1000At the tree’s base2270.002670.00410,680.00
Humic acids +L200At the tree’s base, Leaf application400.00800.0064800.00
Urea 46®kg50At the tree’s base550.003250.0039750.00
Sulfamin 45®kg50At the tree’s base500.002900.0038700.00
Triple 17 plus®kg50At the tree’s base650.003650.00310,950.00
Diammonium phosphate (Dap®)kg50At the tree’s base750.004150.00312,450.00
* Price in the study region | ** (Price + MXN 400.00 per day) by application in 1 day/ha | *** Apply 1 kg at the tree’s base. + Artisanal product made by the farmer: 10 applications of 20 L each by spraying for 250 trees per hectare. It is applied to diseased trees, corresponding to 800 mL per tree.
Table 17. Comparison of weed management practices: costs and applications per hectare.
Table 17. Comparison of weed management practices: costs and applications per hectare.
Agricultural PracticeUnitApplicationPrice *
(MXN)
Total Cost
(MXN)
Applications per YearCost/ha
(MXN)
Manual weeding **Per day10/ha400.00/day4000.00624,000.00
Weeding with a brush cutter *** L6 L/ha823.00 ****564.00105640.00
Weed removal from the soil at the base of the tree #Per day13 days/ha400.00/day5200.00210,400.00
Tree250 trees/ha25.00/tree6250.00212,500.00
* Price in the study region. | ** Machete weeding is performed monthly, except from May to August, to retain moisture around the tree base during drought periods: MXN 400.00 per day/ha. | *** MXN 400.00 per day per hectare with a brush cutter. | **** This cost per day/ha includes additives for the weed cutter, 6 L of gasoline, and 12 mL of two-stroke oil. | # MXN 400.00 per day/ha (using a hoe).
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Fernández-Echeverría, E.; Lavoignet-Ruiz, M.; García-Santamaría, L.E.; Fernández-Lambert, G.; Ruvalcaba-Sánchez, L.; Bautista-Santos, H.; Sánchez-Galván, F.; Romero-Romero, Y. Management of Citrus Cultivation in Emerging Rural Communities in Mexico: Practices and Challenges in the Central-Northern Region of Veracruz. Sustainability 2024, 16, 8732. https://doi.org/10.3390/su16208732

AMA Style

Fernández-Echeverría E, Lavoignet-Ruiz M, García-Santamaría LE, Fernández-Lambert G, Ruvalcaba-Sánchez L, Bautista-Santos H, Sánchez-Galván F, Romero-Romero Y. Management of Citrus Cultivation in Emerging Rural Communities in Mexico: Practices and Challenges in the Central-Northern Region of Veracruz. Sustainability. 2024; 16(20):8732. https://doi.org/10.3390/su16208732

Chicago/Turabian Style

Fernández-Echeverría, Eduardo, Marieli Lavoignet-Ruiz, Luis Enrique García-Santamaría, Gregorio Fernández-Lambert, Loecelia Ruvalcaba-Sánchez, Horacio Bautista-Santos, Fabiola Sánchez-Galván, and Yair Romero-Romero. 2024. "Management of Citrus Cultivation in Emerging Rural Communities in Mexico: Practices and Challenges in the Central-Northern Region of Veracruz" Sustainability 16, no. 20: 8732. https://doi.org/10.3390/su16208732

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