TED Case Studies

Monarch Butterfly

I. Identification

1. The Issue

The migration of the Monarch butterfly is unique in the insect world. Monarch butterflies from all across the Eastern and Central United States and Canada migrate up to 3,000 miles every year to winter in Mexico. The Monarchs east of the Rocky Mountains travel to a thirty by fifty mile patch of mountain forest located in south-central Mexico's Trans-volcanic range near Mexico City. This wintering home is primarily being threatened by deforestation, but increased agriculture and other human activity are also causing detrimental effects to the Monarch's habitat. Mexico is attempting to save the Monarch's winter habitat by establishing wildlife refuges and tourist parks. The Mexican government hopes to raise enough money through tourist park admission fees to supplement the local economy and slow the rate of deforestation of the Monarch's habitat. In the winter of 1995-6, millions of Monarchs are thought to have died in mexico due to cold weather, brought in part due to deforestation of their nesting sites which might have provided cover. Mexico experienced a rare snowfall in the Monarch's southern migration homes. Perhaps 10 percent of the population died.

2. Description

"The annual migration of millions of Monarchs ranks as one of nature's most awesome phenomena." Though local Mexican communities were aware of the phenomena, the wintering grounds were not discovered by scientists until the mid-1970s. As far back as the late 1970s, researchers knew that the Monarch butterfly was in danger.

The effects of logging (both within the wintering grounds and surrounding areas, or buffer zones) and agriculture encroachment were identified as the initial threats. Later, as public awareness began to grow, tourism was added as an overall threat to the butterflies. The results of these combined impacts made the International Union for Conservation of Nature and Natural Resources designate the annual migration of the Monarch a "threatened phenomenon," the first time it ever made such a determination.

In Mexico, interest in protecting the Monarch butterfly developed quickly. In the late 1970s, a group of individuals formed the preservation group Monarca, A.C. This group, along with international conservationists, approached sympathetic government officials, and in 1980, the Mexican government issued an edict that affirmed in general terms the importance of preserving the Monarchs. The edict "represented progress, but offered few solutions to the real problems in the wintering sites."

Although the Mexican government had recognized the problem, the early 1980s saw little change in the activity affecting the wintering grounds of the Monarch, or the surrounding areas. In fact, a commercial sawmill continued to operate in one of the butterfly's most densely populated colonies. Also, with the increased public awareness in the location of the Monarch's wintering habitat, tourists became another problem. Often the trees are so full of butterflies that many of them fall to the ground where unwary tourists step on them.

Conservationists pressured the local government to do something to protect the butterflies. The initial response was to place armed guards around major clusters of butterflies, mainly to prevent illegal tree-cutting and heavy tourist activity in these areas. The guards were effective, but gun carrying guards presented a public relations problem, and local tensions did not subside.

Local tensions increased dramatically as protection for the butterfly's habitat grew. For the local community, the issue was one of livelihood, the logging industry provided much of local industry employment. Logging provided additional lands for agricultural use which added to the local communities ability to improve their standard of living. Therefore, the benefits of increased habitat protection were not realized by the local community because the costs of protection were being borne by the community, while the rest of North America reaped the benefits of saving the Monarch.

Finally, in order to find effective environmental protection, the Mexican government realized that it would have to seek out new ways of changing behavior. However, the government issued a new presidential decree that proved unworkable in several ways. The restrictions on logging were so strict that even federal agencies had a difficult time fighting an infestation of moths that threatens the trees. In addition, the government simply bought the commercial sawmill and dismantled it. Permits allowing guards to carry guns were revoked and the guards were to be called "guides".

The Mexican government developed a new approach to change local community behavior. Changing behavior in the local community has not come easily, and it still remains to be seen just how effective the policies will be in the future. To change behavior, the government attempted to restructure the local economy from a logging industry to a tourist industry. The presidential decree in 1986 banned logging in 10,000 to 11,000 acres of mountaintop sanctuary. It also "limited the spread of agriculture in another 28,000 acres that function as a buffer zone around each of the protected sites." These sanctuaries are administered by SEDUE, Mexico's environmental protection agency, and the Monarca Foundation, with financing coming from the World Wildlife Fund and the Canadian government. At the same time, Mexico set up small areas as tourist parks which charge admission to visitors (of five monarch sanctuaries, only one is open to the public). The collected fees are then channeled back into the community. Although official estimates of 50,000 tourists per year is considered far too high by the local Mexicans, the officials are "encouraged by an apparent recent increase in the tourist trade".

One solution is a proposed development project to set up tree farm in the area around the U.S.-Canada border, that would include preserves for butterflies at the other end of their journey. However, with a 30 to 40 year growth period, and 100 years until full maturity, this is not a feasible short-term solution. Alternatively, there is the problem of setting up a series of buffer zones around the ecological reserves. Otherwise, there are temperature fluctuation in the reserves and also reduces the white mulberry, wild quince, and myrtle, which the Monarchs need to fuel their northward flight.

In the 1995-6 winter, unusually cold weather brought snows to the Monarch's nesting grounds near El Rosario, Mexico. These grounds around roughly 100 miles north of Mexico City, in mountains 11,000 feet high. Deaths are put at 20 million or about 10-15 of the Monarch population. Birds may eat about 40 percent of population during their stay. The population was just recovering from a similar catastrophe in 1992.

Shortly after the disaster in 1995-96, Canada and Mexico reached agreement on protecting the Monarch. The two governments promised to work to protect the Monarch's bi-seasonal homes. In Mexico, the problem is deforestation and in Canada it is the loss of milkweed. The fir trees (oyamel) in which the Monarch's roost in Mexico is being deforested. Milkweed is a major food source for the Monarch but regarded as a noxious weed in Canada.

3. Related Cases

CRANE case
NEMATODE case
MEXDEFOR case
SUMMIT case
NAFTA case
RIOGRAND case
MIGRATE case
SALMON case
DONUT case
TIMOWL case

4. Draft Author: Carl Scott (June, 1994)

Updated (March, 1996)

II. Legal Clusters

5. Discourse and Status:AGRee and INPROGress

In 1986, the Mexican government issued a Presidential Decree declaring the butterflies's major wintering grounds to be "ecological reserves". To date, there is no international discourse on the case. The Mexican government has set aside ecological reserves to protect the Monarch's habitat but the United States and Canada have not. The Mexican reserves are functioning tourist parks presently raising revenue for the local communities.

6. Forum and Scope: MEXICO and BILATeral

7. Decision Breadth:2 (USA and Mexico)

8. Legal Standing: LAW

Only Mexico has introduced laws specifically aimed at the Monarch butterfly.

III. Geographic Clusters

9. Geographic Locations

a. Geographic Domain: NAMER

b. Geographic Site: SNAMER

c. Geographic Impact: MEXICO

10. Sub-National Factors: NO

11. Type of Habitat: DRY

IV. Trade Clusters

12. Type of Measure: Regulatory Standard [REGSTD]

13. Direct v. Indirect Impacts: INDirect

The development of tourist parks and local economy restructuring is having an indirect impact on the area.

14. Relation of Trade Measure to Environmental Impact

a. Directly Related to Product: NO

b. Indirectly Related to Product:YES TOURism

c. Not Related to Product: NO

d. Related to Process: YES Species Loss Air [SPLA]

15. Trade Product Identification: TOURism

16. Economic Data

17. Impact of Trade Restriction: LOW

The Monarch is a major tourist attraction, but one of many found in these areas. The overall competitive impact is believed to be low.

18. Industry Sector: TOURism

19. Exporters and Importers: USA and MEXICO

V. Environment Clusters

20. Environmental Problem Type: Species Loss Air [SPLA]

Though the Monarch is the species of concern, one must consider how the Monarch serves to pollinate species of plant life as well.

21. Name, Type, and Diversity of Species

Name: Monarch Butterfly

Type: Animal/Mandible/Insect

Diversity: NA The Mexican government has set aside Monarch wintering sites as ecological reserves; as a result logging has been made illegal in these areas. In addition, the government has set up small areas of the reserves as tourist parks. By charging admission, providing jobs in the parks for local residents, and allowing tourist businesses to crop up around the parks, the Mexican government has attempted to restructure the local economy to lessen the reliance on logging. p>

22. Resource Impact and Effect: MEDium and Structure [STRCT]

23. Urgency of Problem: MEDium and 1 year

24. Substitutes: Eco-Tourism [ECOTR]

Setting asides areas for eco-tourism and not developing them has been one suggested way of preserving the butterfly. However, the degree of protection will depend on public support, which for insects is often quite low (see BEETLE and NEMATODE cases).

VI. Other Factors

25. Culture: NO

26. Trans-Boundary Issues:YES

The case hinges on the fact that the domain of the species crosses the Mexican, Canadian and U.S. borders.

27. Rights: NO

28. Relevant Literature

Frederick Post, "Canada and Mexico Agree to Wrok to Save Monarch  
   Butterfiles," January 18, 1996, B-2.
Ross, John.  "Dangers in Paradise."  Sierra (July/August 1992).
Sullivan, Sharon.  "Guarding the Monarch's Kingdom." 
      International Wildlife (Nov/Dec 1987).



Washington Post, "Fall of the Monarch: Mexican Snowstorm Kills    
      Millions of Butterflies," January 7, 1996, A21.

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