Paper · 2026 · Agroforestry Systems

Agronomic and economic characterization in agroforestry systems with cocoa (Theobroma cacao L.) in the Utcubamba Valley, Peru

Marlen A. Grandez-Alberca; Alexander Cotrina-Sanchez; Teodoro B. Silva-Melendez; et al.

12
claims
24
verbatim quotes
1
citations
4
research areas
✓
Open access · cc-by-nc-nd

Abstract

Cocoa-based agroforestry systems (AFS) are a key strategy for strengthening agronomic and economic sustainability in tropical regions; therefore, comprehensive knowledge of their structure and performance is essential. This study characterized 12 cocoa-based agroforestry plots in the Utcubamba province, Amazonas (Peru), through an integrated field assessment that included tree inventory and structural measurements, soil laboratory analysis, pest and disease surveys, and economic evaluation. Tree diversity and structure revealed functionally differentiated communities, reflected in Shannon index values of H′ = 2.24, canopy cover exceeding 60%, and importance value indices (IVI) highlighting dominant species such as Calycophyllum spruceanum (16.79%) and Laurus nobilis (15.64%), which contribute to microclimatic regulation and system resilience. Soil analyses showed strong correlations among soil organic carbon (SOC), soil organic matter (SOM), and total nitrogen (N) (r > 0.95), emphasizing the role of organic matter management in improving soil quality and crop productivity, with SOC ranging from 1.91% to 3.89%, SOM from 3.30% to 6.71%, and total N from 1.65% to 3.35%. Pest incidence exhibited low or insignificant correlations with soil parameters (r ≤ 0.32) and generally moderate levels, suggesting a stronger influence of management practices and shade structure. Economically, the systems showed an average annual net benefit of USD 2,616.91 per hectare per year and a benefit–cost ratio of 2.30, indicating positive economic performance. Overall, cocoa-based AFS function as productive systems capable of maintaining agronomic performance while generating economic profitability under the evaluated conditions.

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Claims 12

Observationobservedoriginal resultmeasured

Claim · model-written summary

Shannon index H′ = 2.24 was measured in cocoa agroforestry tree communities.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
Shannon indexe1
Value
H′ = 2.24e1

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e1

“Shannon index values of H′ = 2.24, canopy cover exceeding 60%”

✓ located verbatim in the source · abstract, characters 588–649 · show in text ↑
Observationobservedoriginal resultmeasured

Claim · model-written summary

Canopy cover exceeded 60% in cocoa agroforestry plots.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
canopy covere1
Value
exceeding 60%e1

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e1

“Shannon index values of H′ = 2.24, canopy cover exceeding 60%”

✓ located verbatim in the source · abstract, characters 588–649 · show in text ↑
Observationobservedoriginal resultmeasured

Claim · model-written summary

Calycophyllum spruceanum had an importance value index of 16.79% in cocoa agroforestry plots.

Taxon
Calycophyllum spruceanumCalycophyllum spruceanume2
Outcome
importance value indices (IVI)e2
Value
16.79%e2

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Calycophyllum spruceanum
Calycophyllum spruceanum · TaxonMauro Guanandi · CC BY 2.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e2

“importance value indices (IVI) highlighting dominant species such as Calycophyllum spruceanum (16.79%) and Laurus nobilis (15.64%)”

✓ located verbatim in the source · abstract, characters 655–785 · show in text ↑
Observationobservedoriginal resultmeasured

Claim · model-written summary

Laurus nobilis had an importance value index of 15.64% in cocoa agroforestry plots.

Taxon
Laurus nobilisLaurus nobilise2
Outcome
importance value indices (IVI)e2
Value
15.64%e2

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Laurus nobilis
Laurus nobilis · Taxon · picture from its Wikimedia Commons categoryAcabashi · CC BY-SA 4.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e2

“importance value indices (IVI) highlighting dominant species such as Calycophyllum spruceanum (16.79%) and Laurus nobilis (15.64%)”

✓ located verbatim in the source · abstract, characters 655–785 · show in text ↑
Associationobservedoriginal resultmeasured

Claim · model-written summary

Soil organic carbon, soil organic matter and total nitrogen were strongly correlated (r > 0.95) in cocoa agroforestry soils.

Taxon
Theobroma cacao L.Theobroma cacaot0
Compound
total nitrogen (N)e3
Outcome
soil organic carbon (SOC), soil organic matter (SOM), and total nitrogen (N)e3
Value
r > 0.95e3

Not reportedDirection

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e3

“Soil analyses showed strong correlations among soil organic carbon (SOC), soil organic matter (SOM), and total nitrogen (N) (r > 0.95)”

✓ located verbatim in the source · abstract, characters 855–989 · show in text ↑
Observationobservedoriginal resultmeasured

Claim · model-written summary

Soil organic carbon ranged from 1.91% to 3.89% across cocoa agroforestry plots.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
SOCe4
Value
1.91% to 3.89%e4

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e4

“with SOC ranging from 1.91% to 3.89%, SOM from 3.30% to 6.71%, and total N from 1.65% to 3.35%”

✓ located verbatim in the source · abstract, characters 1090–1184 · show in text ↑
Observationobservedoriginal resultmeasured

Claim · model-written summary

Soil organic matter ranged from 3.30% to 6.71% across cocoa agroforestry plots.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
SOMe4
Value
3.30% to 6.71%e4

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e4

“with SOC ranging from 1.91% to 3.89%, SOM from 3.30% to 6.71%, and total N from 1.65% to 3.35%”

✓ located verbatim in the source · abstract, characters 1090–1184 · show in text ↑
Observationobservedoriginal resultmeasured

Claim · model-written summary

Total nitrogen ranged from 1.65% to 3.35% across cocoa agroforestry plots.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
total Ne4
Value
1.65% to 3.35%e4

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e4

“with SOC ranging from 1.91% to 3.89%, SOM from 3.30% to 6.71%, and total N from 1.65% to 3.35%”

✓ located verbatim in the source · abstract, characters 1090–1184 · show in text ↑
Associationobservedoriginal resultnot significant (as stated)measured

Claim · model-written summary

Pest incidence was weakly or not significantly correlated with soil parameters (r ≤ 0.32) in cocoa agroforestry plots.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
Pest incidencee5
Value
r ≤ 0.32e5
Comparator
soil parameterse5

Not reportedDirection

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e5

“Pest incidence exhibited low or insignificant correlations with soil parameters (r ≤ 0.32) and generally moderate levels”

✓ located verbatim in the source · abstract, characters 1186–1306 · show in text ↑
Observationobservedoriginal resultmeasured

Claim · model-written summary

Pest incidence in cocoa agroforestry plots was generally at moderate levels.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
Pest incidencee5
Qualifier
generally moderate levelse5

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e5

“Pest incidence exhibited low or insignificant correlations with soil parameters (r ≤ 0.32) and generally moderate levels”

✓ located verbatim in the source · abstract, characters 1186–1306 · show in text ↑
Observationobservedoriginal resultpositivemeasured

Claim · model-written summary

The cocoa agroforestry systems had an average annual net benefit of USD 2,616.91 per hectare per year.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
average annual net benefite6
Value
USD 2,616.91 per hectare per yeare6

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e6

“an average annual net benefit of USD 2,616.91 per hectare per year”

✓ located verbatim in the source · abstract, characters 1418–1484 · show in text ↑
Observationobservedoriginal resultpositivemeasured

Claim · model-written summary

The cocoa agroforestry systems had a benefit–cost ratio of 2.30.

Taxon
Theobroma cacao L.Theobroma cacaot0
Outcome
benefit–cost ratioe7
Value
2.30e7

Organisms pictured · Representative pictures of the matched species, not figures from the paper.

Theobroma cacao
Theobroma cacao · TaxonLuisovalles · CC BY 3.0 · Wikimedia Commons ↗

Verbatim

t0

“cocoa (Theobroma cacao L.)”

✓ located verbatim in the source · title, characters 69–95 · show in text ↑
e7

“a benefit–cost ratio of 2.30”

✓ located verbatim in the source · abstract, characters 1489–1517 · show in text ↑