Research Article |
Corresponding author: Sandra Rajmis ( sandra.rajmis@jki.bund.de ) Academic editor: Franz Essl
© 2016 Sandra Rajmis, Jan Thiele, Rainer Marggraf.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Rajmis S, Thiele J, Marggraf R (2016) A cost-benefit analysis of controlling giant hogweed (Heracleum mantegazzianum) in Germany using a choice experiment approach. NeoBiota 31: 19-41. https://doi.org/10.3897/neobiota.31.8103
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Since first of January 2015, the EU-regulation 1143/2014 obligates all member states to conduct cost-benefit analyses in preparation of control programs for invasive alien species to minimize and mitigate their impacts. In addition, with ratification of the Rio Declaration and the amended Federal Nature Conservation Act, Germany is committed to control any further spread of invasive species. This is the first cost-benefit analysis estimating positive welfare effects and societal importance of H. mantegazzianum invasion control in Germany. The paper analyses possible control options limiting stands of giant hogweeds (H. mantegazzianum) based on survey data of n = 287 German districts. We differentiate between several control options (e.g. root destruction, mechanical cutting or mowing, chemical treatment and grazing) depending on infested area size and protection status. The calculation of benefits is based on stated preference results (choice experiment; n = 282). For the cost side, we calculate two different invasion scenarios (i) no re-infestation after successfully conducted control measures (optimistic) and (ii) re-infestation twice after conducting control measures occurring within ten years (pessimistic). Minimum costs of eradication measures including a time span of ten years and a social discount rate of 1% result in a total of 3,467,640 € for optimistic scenario and 6,254,932 € for pessimistic invasion scenario, where no success of the first eradication attempt is assumed. Benefits of invasion control in Germany result in a total of 238,063,641 € per year and overassessment-factor corrected in 59,515,910 € per year.
Invasive species, giant hogweed, control measures, cost-benefit analysis, willingness to pay (WTP)
Invasive species are considered to be a primary driver of biodiversity loss across the globe (
H. mantegazzianum has impacts on biodiversity through competitive displacement of native plant species, particularly at abandoned sites (
With entering into force, the EU-regulation 1143/2014 obligates member states to develop concrete action plans (including timetables for action, description of the measures to be adopted, voluntary actions, codes of good practice) to limit (further) spread of invasive alien species into or within the European Union. After establishing a national list of invasive alien species of concern, member states have eighteen month for comprehensive cost-benefit analysis of pathways and spread and three years for the implementation of one single action plan (
However, life-cycle variation between stand types makes it difficult to infer simple management rules (
The aim of this paper is to identify costs of efficient eradication measures and their benefits to society and oppose them within a cost-benefit analysis at national level. The cost dimension covers a wide range of eradication measures with varying sizes depending on infestation share and site status in infested German districts (e.g. grazing for large area types). The benefit dimension is focused on the recreational value in terms of willingness to pay (WTP) for an environment being free of giant hogweed and its risks for humans.
Currently used control methods comprise a variety of manual or mechanical methods, grazing and chemical control (
Avoidance of vegetation gaps, dense vegetation cover, respectively (
General increase of diversity in endangered plant communities (
Low grade of human disturbance of the ‘natural’ ecosystem ‘degree of hemeroby’ (
Recent active control options according to the literature are:
Manual or mechanical control such as pulling out the whole plant by hand (
Grazing by sheep whereas a time frame of at least 10 years was most effective (
Chemical control whereas glyphosate
Revegetation programs after giant hogweed eradication are required to restore the dense vegetation layer and prevent further re-infestations successfully (
Since there are only few data available for giant hogweed management in Germany, cost estimations are based on a nationwide survey of n = 287 German districts (
Suggested measures for control of H. mantegazzianum depending on area size and protection status.
Area size | Root destruction with shovel | Mechanical cutting with scythe | Mechanical cutting with flail mower | Chemical treatment with hand-held equipment | Chemical treatment with machines | Grazing |
---|---|---|---|---|---|---|
Unprotected areas | ||||||
Small (up to 100 m2) | X | - | - | X | - | - |
Medium (>100–1000 m2) | - | X | - | X | - | X |
Large (>1000 m2) | - | - | X | - | X | X |
Protected areas (nature reserves) | ||||||
Small | X | - | - | - | - | - |
Medium | - | X | - | - | - | - |
Large | - | X | - | - | - | - |
Workload, frequency and effectiveness of treatments are shown in Table
Control methods | Workload | Number of treatments per year | Effectiveness |
---|---|---|---|
Root cutting | Estimated time for control: 100 plants/hour | One | high |
Mechanical control by scythe | Estimated time for control: 500 plants/hour | Three | low |
Mechanical cutting by flail mower | 0.5 ha/1,000 plants/hour | Three | low |
Chemical control by hand held equipment | Estimated time effort: 100 plants/hour | Two | high |
Chemical control by machinery | Estimated time effort: 0.5 ha/1,000 plants/hour | Two | high |
Grazing | Fencing: 4-wire electric pasture fencing Maintenance: yearly inspection of the fence, other inspections |
‘Continuous’ treatment | high if conducted regularly |
Costs and benefits arise because invasive species interfere with the functioning of natural or human-modified ecosystems which yields flows of economically valuable goods and (ecosystem) services (
So if a project has a duration of n years with yearly benefits (Bt) and costs (Ct), the present value of the benefits (PV (B)) is
and the present value of the costs (PV (C)) is
If the present value of the benefits exceeds the present value of the costs, the project is valued positively because it leads to a more efficient allocation of society’s resources (
For some public goods, such as recreation in uninfested landscapes, there are simply no market proxies for preferences. Many analysts have concluded that in this case, there is no alternative to asking a sample of people directly about their preferences (
Steps in CBA | Eradication of H. mantegazzianum in Germany |
---|---|
Definition of purpose | Compare different control measures for H. mantegazzianum; select the most effective strategy for eradication |
Definition of perspective | Perspective of benefits: direct use value for population from uninfested landscapes in terms of recreation value; perspective of costs: costs for implementation of eradication measures |
Identification of scope and scale | National level based on regional data of districts; costs: based on survey data of n = 287 districts and own calculations; benefits: survey data of n = 282 German households and own calculations |
Assumptions for time frame | Costs were calculated over a time period of 10 years; benefits were calculated as one single payment as result of a choice experiment survey for change of the status quo situation (‘willingness to pay’ for defined eradication measure per household and year) |
Assumptions for discount rate | We assume 1-3% discounting (material costs) per year, 1% increase of labor costs and 1% inflation rate per year; additionally we added an excess burden of taxation at the rate of 15% |
Definition of baseline scenario | No official intervention (due to unknown/uncertain data); (uncertain) national cost estimations of average 10 million per year ( |
List and select control options | Root destruction, mechanical cutting, chemical treatment and grazing (for further details see Table |
Select appropriate scenarios | We calculate optimistic and pessimistic scenarios for small, medium, large, non-protected and protected areas. In the pessimistic scenario, we assume twice re-infestation within ten years; in the optimistic scenario, we assume no re-infestation after successfully conducted control measures. Chemical eradication includes costs of renaturation. Because we do not consider all measures to be successfull at once, we calculate 30% additonal costs for monitoring (ten years) and 50% additonal costs for after-treatment (each measure). |
Estimate direct costs and benefits | Cost of labor and cost of materials (see Table |
Estimate indirect costs and benefits | Due to lacking reliable data base, no precise cost of indirect effects or side effects have been calculated. However, we address this issue. Indirect benefits are the avoided indirect cost of the baseline scenario (which we do not include here). |
Compare benefits and costs | B/C ratio was determined by comparing the costs incurred by eradication control with the benefits resulting from eradication as direct use value. The resulting ratio expresses the efficiency of the policy scenario. |
Perform sensitivity analysis | We calculate switching values and overestimation factors to address the reliability of WTP results (compare |
Attribute | Measure | Level of change (Coding in parenthesis if not directly given; *: Status Quo) | ||
Climate change | Afforestation | Sequestration/emission equivalents of 540 persons* (540) | Sequestration/emission equivalent of 630 persons (630) | Sequestration/emission equivalent of 720 persons (720) |
Invasive plants | Removal of invasive plants | Only if harmful and in particular cases (1)* | Large scale removal if harmful or not (2) | |
Insect pests and storms | Planting site-adapted trees | Low resistance and resilience (1) | Medium resistance and resilience (2)* | High resistance and resilience (3) |
General ecosystem resilience | Changes in the diversity of mycorrhizal fungi | Low resistance and resilience (1) | Medium resistance and resilience (2)* | High resistance and resilience (3) |
Price | Income change per year/person | 0 €*, 5 €, 10 €, 20 €, 35 €, 50 €, 60 €, 80 € (=coding) |
An examplary choice set used in the main survey is shown in Suppl. material
Option 1: removal of invasive plants in particular cases for which negative effects are known, or
Option 2: large-scale removal of invasive plants even when unclear if they have negative effects or not.
Respondents were asked to state their choice regarding the preferred option. Including the ‘price’ (mandatory tax payment) of the hypothetical measure each choice option indicates benefits of respondents obtained by the choices. The ‘price’ for implementation of the proposed measures ranged from 0 to 80 Euro per programmed year. For the Status Quo situation, the cost was always zero. Statistically significant attribute coefficients allow for the calculation of WTP for attribute level changes. In the econometric analysis, WTP can not only be identified for a program or scenario but also for single attributes (details in Suppl. material
WTP values refer to one-level change in the attributes. For respondents protesting the choice experiment, ‘0’ WTP is assumed in order to avoid a bias in favor of higher WTP than stated in the sample. Benefits are opposed as single payment to the costs of a ten year eradication program limiting stands of H. mantegazzianum. In the following analysis WTP results for the single attribute ‘Invasive plants’ are multiplied with the number of households per infested district accounting for nationwide control measures.
For the cost side, we calculate two different invasion scenarios for each area size, type and measure: (i) no re-infestation after successfully conducted control measures (optimistic) and (ii) re-infestation twice after conducting control measures within ten years (pessimistic). Both scenarios include the suggested number of treatments per yer (up to three treatments) and measure such as displayed in Table
In the following, the procedure of cost calculation is briefly described (see Table
Basic assumptions for labor and material cost calculations of giant hogweed eradication measures.
Description of measure | Cost of labor | Cost of materials |
---|---|---|
Root destruction and mechanical cutting | 33 € per hour; additional job training of 5 hours, one treatment and one after-treatment | Protective clothing, shovel, scythe, flail mower, repair cost |
Chemical treatment | 33 € per hour; additional job training of 5 hours, two treatments, restoration (plough and seeder, planting costs and two cuttings per year) | Protective clothing, machines, herbicide sprayer, diesel and machine oil, technical inspection agency and machine check, machine repair, glyphosate |
Grazing | 33 € per hour; maintenance of fencing, periodic inspection, daily inspection of animals, moving of animals between fenced area, scrub removal, branch pruning, building of stiles, supplementary cutting outside the fencing with 1,000 hours per year and administration with 15 hours per site and year | Fencing, purchase of animals, shelter, water supply, additional fodder, veterinary inspection and treatment |
The choice experiment was conducted as a household survey using face-to-face interviews in central Germany. Of the successfully contacted 302 households, 282 respondents completed the choice task (6.6% protest answers). An average interview took 35 minutes. Respondents preferred on average the first control option offered in the choice experiment, the ‘removal of invasive plants in particular cases for which negative effects are known’. Interviewees were willing to pay 9 € (p < 0.05) as annual contribution when compared to the more abrasive eradication program. For the 20 respondents (6.6% of interview respondents) protesting the choice experiment, ‘0’ WTP was assumed. Accepting a minimum advantage of invasion control for the German population living in infested districts, in terms of recreation in an environment free of giant hogweed plants, benefits amount to 238,063,641 € per year, average 829,490 € per district. To avoid overestimation, we calculated direct use values as only one single payment per household, despite WTP was investiagted as annual payment per person. The control of H. mantegazzianum, offered in two options, was identified as significant predictor of choice within the econometric model (p < 0.05; Chi2 < 0.001; R2 - values 0.19–0.22
Table
Costs (net present values) for suggested control measures of infested areas for a time-period of ten years.
Area size | Scenario | Root destruction with shovel | Mechanical cutting with scythe | Mechanical cutting with flail mower | Chemical treatment with hand-held equipment | Chemical treatment with machines | Grazing | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
DR a | 1% | 2% | 3% | 1% | 2% | 3% | 1% | 2% | 3% | 1% | 2% | 3% | 1% | 2% | 3% | 1% | 2% | 3% | |
Unprotected areas | |||||||||||||||||||
Sb | Opt.c | 855 | 831 | 810e | - | - | - | - | - | - | 3,023 | 2,938 | 2,860 | - | - | - | - | - | - |
Pess.d | 1,628 | 1,567 | 1,511 | - | - | - | - | - | - | 5,636 | 5,426 | 5,230 | - | - | - | - | - | - | |
M | Opt. | - | - | - | 7,727 | 7,569 | 7,424 | - | - | - | 5,385 | 5,279 | 5,180 | - | - | - | - | - | - |
Pess. | - | - | - | 16,834 | 16,240 | 15,685 | - | - | - | 11,832 | 11,416 | 11,028 | - | - | 12,670 | 12,483 | 12,310 | ||
L | Opt. | - | - | - | - | - | - | 45,406 | 45,003 | 44,631 | - | - | - | 129,552 | 129,462 | 129,379 | - | - | - |
Pess. | - | - | - | - | - | - | 119,988 | 116,011 | 112,295 | - | - | - | 385,014 | 372,692 | 361,161 | 52,850 | 50,981 | 49,251 | |
Protected areas (nature reserves) | |||||||||||||||||||
S | Opt. | 855 | 831 | 810 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Pess. | 1,628 | 1,567 | 1,511 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |
M | Opt. | - | - | - | 7,727 | 7,569 | 7,424 | - | - | - | - | - | - | - | - | - | - | - | - |
Pess. | - | - | - | 16,834 | 16,240 | 15,685 | - | - | - | - | - | - | - | - | - | - | - | - | |
L | Opt. | - | - | - | 24,071 | 23,362 | 22,707 | - | - | - | - | - | - | - | - | - | - | - | - |
Pess. | - | - | - | 43,310 | 41,677 | 40,157 | - | - | - | - | - | - | - | - | - | - | - | - |
We chose the measures with lowest costs for each area type (protected or not) and size (small, medium and large) for the final calculation. The lowest cost measures are root destruction with shovel in small areas (optimistic and pessimistic scenario), chemical treatment with hand-held equipment in medium areas (optimistic and pessimistic scenario), mechanical cutting with flail mower in large areas (optimistic scenario), and grazing for large areas in the pessimistic scenario. Root destruction with shovel and mechanical cutting with scythe are due to legal constraints the only options for protected areas. The benefit-cost relation of German districts for control measures of H. mantegazzianum lies between 69:1 (discount rate of 1%) and 72:1 (discount rate of 3%) for optimistic scenario and 38:1 (discount rate of 1%) and 41:1 (discount rate of 3%) for pessimistic scenario calculations for each area size. Results indicate that every euro of calculated costs can be opposed to averagely 55 € of benefits (discount rates between 1% and 3%). To give consideration to the earlier mentioned concerns of potential overestimations, we calculate the maximum allowed overestimation (
Switching values range between 0,02 and 0,03 € (average 2,5 cent) in Scenario 1 and between 0,24 and 0,30 € (average 26 cent) in Scenario 2. This is the amount necessary to result in a benefit-cost relation >1. Calculating the net-benefit of measure implementation (WTP/switching value), a factor of 448 results for optimistic and 299 for pessimistic scenario calculations. This means, if our empirically investigated results would be overestimated by factors between 299 (pessimistic scenario) and 448 (optimistic scenario), ‘necessary’ real WTP would be still the amount of the switching values (0.03 € and 0.02 €), hence high enough to keep the benefit-cost relation positive.
Since the utilized source of data (
Scenario 1. Benefit-cost relation of infested German districts (N = 287) based on data from
Results | Optimistic scenario | Pessimistic scenario | ||||
---|---|---|---|---|---|---|
Discount rate (DR) | 1% | 2% | 3% | 1% | 2% | 3% |
Average benefit-cost relation of German districts | 68.65 | 70.27 | 71.83 | 38.06 | 39.5 | 40.96 |
Switching value (in €) | 0.02 | 0.03 | ||||
Maximum allowed overestimation (WTP/switching value) | 448 | 299 |
Scenario 2. Benefit-cost relation of worst case scenario: every German district (N= 440) infested and overestimation factor of WTP results.
Results | Pessimistic scenario | ||
---|---|---|---|
Discount rate (DR) | 1% | 2% | 3% |
Average benefit-cost relation of German districts | 3.9 | 4.0 | 4.2 |
Switching value (in €) | 0.30 | 0.25 | 0.24 |
Maximum allowed overestimation (WTP/switching value) | 29.9 | 35.8 | 37.3 |
Our cost-benefit-analysis clearly shows that control measures limiting H. mantegazzianum in infested German districts are efficient from an economic point of view. The most promising measures from the control perspective are root cutting and chemical treatment by hand-held equipment or machinery, although chemical control includes two treatments and revegetation. Root cutting is an important control measure for protected areas. These findings are in line with experiences from Latvia (
Unfortunately, there are very few studies about costs and benefits of invasion control.
In the following, available cost estimations on invasion control scenarios are presented and – if possible – compared to the findings of our cost-benefit analysis. The only economic assessment of giant hogweed eradication cost especially for Germany can be found in
In the study of
The studies mentioned above result in positive benefit-cost outcomes indicating that invasion control is sensefull from an economic point of view: the control activities are economically efficient and they have in large part positive effects on biodiversity, water use, human and animal health. This might be a more convincing argument for policymakers than nature conservation as good achievement. Since the EU regulation 1143/2014 entered into force, member states are anyway obligated to conduct cost-benefit analysis to identify cost efficient control measures. However, we quantified just one benefit of giant hogweed control in terms of direct use value for recreation; there might be much more benefits which we did not include. The true benefits of giant hogweed control to society might be much higher. Compared to the studies in this discussion section, we conclude that our results might reveal only the lower limit of control costs. Based on our findings and the review literature, we suggest for future control programs:
to support research on prevention methods in different ecosystems e.g. biodiversity conservation at landscape level as invasion insurance
incorporate non-market values such as loss in aesthetic values, recreation or other ecosystem services as benefit of control programs;
to plan control measures at an adequate spatial scale taking into account potential re-infestations.
We thank German Research Foundation (DFG Research Training Group 1086) for funding, our field assistants, the survey participants, J. Barkmann, H. Kehlenbeck, U. Starfinger and J. Hoffmann and two anonymous reviewers for providing valuable criticism on a previous version of this manuscript, as well a M. Harcken for language editing.
The quoted field studies were conducted in 2001 at 16 German sites at the Western Low Mountain Ranges (
The observed limitations indicate only partly dominant stands in the future, namely those representing early habitat invasion and disturbances or land-use change (
Application of glyphosate beyond agricultural fields, in critical areas or their buffers as well as in areas used for forestry has to be permitted by the nature conservation agency in charge (Paragraph 13 and 17 of German Plant Protection Act).
In the calculated model we received R2 - values between 0.06–0.07 which corresponds to R2 - values of 0.19–0.22 of linear models (see for details Hensher et al. 2005:338).
Costs are calculated for available data of n=287 districts (see
Details of scenario cost calculations
Data type: Adobe PDF file
Explanation note: In Suppl. material
Exemplary choice set and details of scenario benefit calculations
Data type: Adobe PDF file
Explanation note: In Suppl. material