1. Introduction
The cultivation of
Coffea arabica is fundamental to the economies of many tropical and subtropical countries, representing a significant source of income and employment for millions of people [
1]. In Costa Rica, coffee has played a key role in socio-economic and cultural development since the 19th century, being globally recognized for the quality of its beans and sustainable production practices [
2]. The mountainous regions of the country, at altitudes above 600 m above sea level, have provided optimal conditions for the traditional cultivation of high-quality coffee. However, the coffee sector faces significant challenges due to climate change, which affect traditional cultivation areas through variations in temperature, precipitation patterns, and an increased incidence of pests and diseases, such as coffee leaf rust [
3]. These changes have prompted the search for new cultivation areas and the development of varieties that are more resistant and adaptable to different environmental conditions. Another key aspect is that global coffee research is advancing toward sustainability, product innovation, and the use of advanced technologies, largely driven by the consumer demand for ethical practices and healthier products. Factors such as climate change are pushing the industry to develop more resilient coffee varieties and sustainable practices to mitigate environmental impacts, especially given the crop’s sensitivity to extreme weather conditions and the significant effect these have on global coffee production [
4,
5].
Based on the above, the Esperanza L4A5 hybrid emerges as a promising alternative for the expansion of coffee cultivation in non-conventional areas, thanks to its ability to adapt to less favorable climatic conditions and its resistance to diseases [
6]. This F1 hybrid, resulting from the cross between commercial varieties and wild genotypes from Ethiopia and Sudan [
7], has demonstrated resistance to leaf rust and tolerance to nematodes, while maintaining excellent cup quality. The introduction of F1 hybrids in coffee farming has shown benefits in terms of productivity and resilience against environmental adversities [
8].
Despite the potential of Esperanza L4A5, there is a lack of information about its phenological behavior in regions with atypical climatic characteristics, such as the lowland areas of the Costa Rican Caribbean. In these zones, factors like elevated temperatures, high humidity, and abundant rainfall can significantly influence its development [
9]. The climatic variability of the Caribbean region is characterized by high relative humidity (85–90%), average annual temperatures of 25 °C, and rainfall ranging from 3000 to 4000 mm, modulated by its proximity to the Caribbean Sea, mountainous terrain (Central Valley), and global events like El Niño and La Niña. These conditions directly affect local agriculture. During El Niño periods, the region experiences drier conditions, while La Niña tends to intensify rainfall, disrupting crop growth cycles and phenological synchronization, increasing the susceptibility to fungal diseases. Additionally, although solar radiation is high, it is limited during rainy months by cloud cover, influencing photosynthesis and crop productivity, particularly in shaded systems. However, the implementation of agroforestry systems and appropriate management practices could favor its adaptation to and productivity in these new environments [
10].
Considering the above, it is proposed that the phenological development of the
Coffea arabica hybrid Esperanza L4A5 may be influenced by agroforestry associations and differentiated fertilization and that these factors, together with local meteorological conditions (temperature, humidity, and rainfall), will significantly impact the growth stages, flowering synchrony, and fruiting of coffee plants under the atypical climatic conditions of the Caribbean region of Costa Rica. Through an experimental design that incorporates diverse agroforestry arrangements and differentiated fertilizations, this study aims to establish a baseline of the phenological behavior of this hybrid in a non-conventional coffee-growing area. To analyze the complex interactions between the experimental factors and the phenological stages of Esperanza L4A5, multiple linear regression (MLR) will be employed to identify and quantify relationships with key variables, such as temperature, humidity, and precipitation [
11]. Additionally, random forest (RF), a machine learning algorithm known for its robustness in handling large datasets and nonlinear relationships [
12], will be applied to model complex interactions and rank the importance of each variable [
13,
14].
The findings of this study will not only contribute to understanding the adaptability of the Esperanza L4A5 hybrid under lowland environmental conditions but will also provide valuable information for decision making regarding the expansion and management of coffee cultivation in the Caribbean region of Costa Rica.
2. Materials and Methods
2.1. Location of the Agroforestry Trial
The research area, previously described by [
15], is in the canton of Guácimo, Limón province, Costa Rica, on the grounds of the EARTH University Forestry Farm at an altitude of 43 m above sea level, at the coordinates 10°13′00.0″ N, 83°35′27.0″ W (
Figure 1).
2.2. Climate and Life Zone
The average temperature of the experimental area is 25 °C, fluctuating between 20 °C and 33 °C over the course of 24 h. The annual precipitation is 3701.99 mm, with an average relative humidity of 86% and a maximum solar radiation of 0.85 MJ/m
2-day [
16]. According to historical meteorological data and the Holdridge life zone classification system, the project is situated in the heart of the Tropical Very Humid Forest (bmh-T) area of the Caribbean region of Costa Rica [
17].
2.3. Soils
In the Caribe region, the soils are classified as Inceptisols, particularly within the Udepts suborder. These soils develop from the weathering of alluvial and colluvial sediments during prolonged periods without new sediment deposits. Inceptisols in this area often exhibit acidic pH levels, may contain amorphous clays, have high organic matter contents, and show clear differentiations in the subsurface horizons due to changes in the structure, color, or clay content [
18]. The Inceptisols found in the Parismina River valley are noted for their significant agricultural potential in Costa Rica [
19]. The terrain in the research area has slopes below 2%.
2.4. Structure of the Experimental Design
The experiment considered two fundamental aspects: (1) the spatial arrangement of timber and service trees associated with the coffee hybrids and (2) fertilizations involving a minimal nutrient load in two differentiated forms—physical and chemical fertilization. Additionally, unfertilized sectors were included, serving as experimental controls. Based on these considerations, the arrangement of the components was organized according to a split-plot design with a completely randomized block structure.
2.4.1. Agroforestry Associations
For the tree–coffee interactions (agroforestry associations), the blocks included the following: Albizia saman, associated with coffee (C); Hymenaea courbaril and Erythrina poeppigiana with coffee (G + P); Anacardium excelsum and Erythrina poeppigiana with coffee (E + P); and Full sun 1 and Full sun 2, serving as experimental controls without tree associations.
In this study, the choice of tree species, like
A. saman,
H. courbaril,
A. excelsum, and
E. poeppigiana, was intentional, aimed at assessing their potential to boost coffee growth and productivity within agroforestry systems. These trees were selected not only for their native status and economic value in the region but also for their capacity to provide shade, enrich soil fertility, and foster a supportive microclimate for coffee hybrids [
15].
2.4.2. Differentiated Fertilizations
“Formulation 1, termed physical fertilization (F1), consisted of the application of potassium chloride (KCl), which is the most common source of potassium in commercially available fertilizers in Costa Rica. This formulation, which includes chlorine as an accompanying ion, was applied at a dose of 13 g per plant. Additionally, MKP (0-52-34) was applied at 5 g per plant as the main source of phosphorus in the form of P
2O
5, providing 34% potassium (KCl). Finally, ammonium nitrate (33.5-0-0), a source of nitrogen NH
4NO
3, was used to meet the nitrogen needs of the plant, applied at a dose of 20 g per plant. The total dose per plant was calculated at 30.74 g/plant. Formulation 2, termed chemical (F2), comprised NPK (9-23-30) as the main source of phosphorus (P
2O
5) and potassium (KCl), applied at a dose of 57 g, copper sulfate at 0.12 g, and zinc sulfate at 0.29 g, all per plant. Urea (46-0-0) was used as a nitrogen source, applied at 42 g per plant. The total mixture was 79.53 g/plant. An area of 0.3 m
2 per plant was considered for the application of the nutritional amendment (Lime). This allowed for a reduction in the fertilization area and provided localized application, converting the need per hectare of 10.000 m
2 into a need per area/plant of 0.3 m
2 [
15,
20]”. Soil and vegetative sampling were conducted annually to adjust the formulations accordingly.
Regarding fertilization treatments, F1 denoted physical fertilization, F2 represented chemical fertilization, and “Lime” indicated sectors that received only liming, which acted as control groups (
Figure 2).
2.5. Data Logging
2.5.1. Characterization of the Aerial Vegetative Organs
Observations and data collection were conducted over a period of four years, considering all the coffee plants in the trial (1936 plants). Observations were conducted monthly to identify significant changes, which were promptly incorporated into the data. The analysis focused on the agroforestry associations, the coffee plants without interactions with trees (full-sun coffee plants), and the differentiated fertilizations.
During the first years of the study (2019–2021), we observed the developmental stages exhibited by the coffee plants. Initially, the records focused on the early phases of vegetative growth, their adaptability, and their development. As time progressed, crucial events in their reproductive development were noted, including early flowerings and the first cherry harvest, which took place at the end of 2020. The process was closely monitored, paying special attention to the morphology of the axillary and terminal buds, as well as the development of the floral nodes where the flowers form.
The nodes are of vital importance, as they determine the sites of future cherry production after successful flowering. A detailed characterization of the aerial vegetative organs was carried out, recording the development of the nodes, as well as the pre-anthesis and anthesis phases for each coffee plant (
Figure 3). Additionally, the presence of ripe coffee fruits was documented to provide a comprehensive overview of the phenological stages (
Figure 3). This detailed monitoring allowed for a deep understanding of the phenological processes of the coffee plant.
2.5.2. Meteorological Variables
We considered meteorological variables such as temperature, humidity, and rainfall, as these significantly influence the phenology of coffee plants. Temperature affects the rate of physiological processes, impacting flowering initiation and fruit maturation, while humidity and rainfall play crucial roles in flower induction, synchronization, and fruit development [
21,
22]. Monitoring these variables was essential to understand their effects on the main development stages of the Esperanza L4A5 hybrid under different agroforestry arrangements and fertilization treatments.
2.6. Data Analysis
A multiple linear regression model was employed to examine the phenological development of the Esperanza L4A5 hybrid. This statistical approach allowed us to evaluate the relationships between multiple independent variables—specifically, meteorological factors such as temperature, humidity, and rainfall—and dependent variables representing different phenological stages, including the development of floral nodes, pre-anthesis, anthesis, and fruiting. Multiple regression was particularly suitable for phenological analyses where environmental variables interacted in complex ways to influence plant development [
23,
24]. The multiple linear regression analysis was performed using Equation (1):
where Y is the dependent variable (different phenological stages, including the development of floral nodes, pre-anthesis, anthesis, and fruiting); β
0 is the intercept of the model (the value of Y when all independent variables are zero); and β
1, β
2, β
3, …, β
n are the regression coefficients corresponding to the independent variables X
1, X
2, X
3, …, X
n (temperature, humidity, and rainfall). These coefficients represent the expected change in Y, given a one-unit change in the corresponding independent variable, while holding the other independent variables constant; and ε is the error term or residual of the model (the difference between the observed values and the values predicted by the model).
By incorporating meteorological variables into the model, we quantified their individual and combined effects on the timing and progression of the phenological phases of the coffee hybrid under different agroforestry arrangements and fertilization treatments. This approach allowed us to identify which environmental factors had the most significant impact on phenological events, thereby providing a deeper understanding of the hybrid’s adaptability to the atypical climatic conditions of the Costa Rican Caribbean region.
Due to the potential existence of nonlinear and complex relationships among the variables, the random forest (RF) algorithm was also employed as a complement. Random forest is an ensemble method that builds multiple decision trees from different subsets of the data, with the aim of improving the predictive capacity and handling nonlinear relationships [
12]. The RF model averages the individual predictions (ŷb) from each of the
B trees to generate a final prediction (ŷ), according to Equation (2):
This approach reduces model variance and is robust against outliers and noisy data [
14]. In the context of this study, RF allowed for capturing complex interactions between the climatic and experimental variables, identifying the relative importance of each at different phenological stages.
The random forest model complements multiple linear regression by addressing nonlinear and complex relationships among variables. While multiple linear regression helps identify the linear effects of environmental factors on the phenological stages of coffee, random forest, as a machine learning technique, builds multiple decision trees that capture nonlinear interaction patterns, which are essential in ecological systems. This approach allows for greater predictive accuracy by accounting for complex interactions within the environmental conditions of Costa Rica’s Caribbean region.
4. Discussion
The phenological characterization and quantitative analyses of the Esperanza L4A5 hybrid during the four-year study period (2019–2023) provide unprecedented and detailed information on the development stages and the factors influencing both the vegetative growth and the reproductive success of coffee plants in the Costa Rican Caribbean context. The integration of multiple linear regression and random forest (RF) models elucidated the relative importance of the experiment, based on climatic variables and the phenological expression of the Esperanza L4A5 hybrid.
4.1. Adaptation and Early Phenological Development
During the initial phenological year (2019–2021), the Esperanza L4A5 hybrid demonstrated robust adaptability and vegetative growth following its transplantation from the nursery to the field. Replicating the nursery conditions in the field, including mechanical weed control and differentiated fertilization, established a foundation for plant health and development. The observation of early flowering events and the first cherry harvest at the end of 2020 indicate the successful initiation of reproduction, although with asynchronous flowering patterns compared to traditional coffee-growing regions. This asynchrony is attributed to the hybrid’s adaptation to agroforestry associations and the inherent climatic variability at the study site [
25].
4.2. Quantitative Analysis of Phenological Stages
The quantitative analysis revealed trends in the development of floral nodes, pre-anthesis, anthesis, and the production of ripe fruits during the observation period. There was a steady increase in the percentage of coffee plants exhibiting developing nodes, from 23.09% in 2020 to 55.95% in 2023. This upward trend underscores the growing vegetative capacity and the reproductive potential of the hybrid, which complements its productive potential [
15].
4.3. Influence of Agroforestry Associations, Differentiated Fertilization, and Climatic Variables
The different agroforestry associations not only reduced the plants’ extreme exposure to sunlight but also played a key role in regulating the temperature and humidity around the plants (conditions of high stress that are typically experienced in full-sun environments). Shading helped mitigate this stress, particularly during peak sunlight hours, making associations with tree cover beneficial for greater floral node development and fruit maturation.
The multiple linear regression model determined that fertilization and specific agroforestry associations influence the phenological stages. Fertilization emerged as the most influential variable, significantly enhancing both the development of floral nodes and the maturation of fruits. Specifically, the absence of fertilization was associated with a substantial decrease in the count of flowers and fruits. In contrast, the fertilization treatments (F1 and F2) were positively correlated with an increase in floral nodes, reinforcing the fundamental role of customized fertilization strategies in optimizing phenological outcomes [
26,
34].
The coffee plants without tree cover (Full sun 2) exhibited a highly significant negative effect on both their flower and fruit production. This finding aligns with existing studies, which emphasize the importance of adequate shading in coffee cultivation to mitigate excessive solar stress, which can negatively affect plant physiology and phenological processes [
27,
28]. The detrimental impact of the Full sun 2 coverage suggests that maintaining appropriate shade levels is essential for maximizing reproductive productivity in the Esperanza L4A5 hybrid.
Climatic variables also played an important role, albeit to a lesser extent compared to fertilization and agroforestry practices. Temperature and humidity interactions were particularly notable. The random forest (RF) model highlighted humidity as a crucial climatic factor, with adequate humidity levels significantly promoting fruit maturation [
32]. Additionally, the interaction between temperature and rainfall exhibited a marginally negative effect, indicating that extreme combinations of these variables may hinder fruit development [
29]. Conversely, the positive interaction between humidity and rainfall further the synergistic effects of moisture-related factors in enhancing phenological stages [
33]. The significant contribution of fertilization and agroforestry coverages in both models highlights their paramount importance in the phenological management of coffee plants [
12,
13].
4.4. Coffea arabica var Esperanza in Lowland Areas
The present research highlights the importance of fertilization and agroforestry associations in the phenological development of the Esperanza L4A5 hybrid. Fertilization strategies that avoid excessive application and ensure adequate nutrient availability are essential for promoting both vegetative growth and reproductive success. Additionally, maintaining appropriate shade levels through strategic agroforestry coverages can mitigate the adverse effects of excessive sunlight, thereby improving the production of flowers and fruits [
28,
29].
4.5. Limitations and Perspectives of the Study
This research faced several limitations, including interannual climatic variability and restricted geographic scope, as data collected over four years in a specific region may not fully capture extreme climate events nor be directly applicable to other tropical lowland areas. While the study duration is meaningful, a longer observation period could provide a deeper understanding of plant development and adaptation over time.