Community forestry and the Paradoxes of Citizenship in Mexico: the cases of Oaxaca and Guerrero.
Hebert, Martin ; Rosen, Michael Gabriel
Resume. Le present article examine la maniere dont le developpement
du secteur forestier par le gouvernement mexicain a eu des impacts sur
la vie des autochtones des etats de Oaxaca et du Guerrero. L'image
du << citoyen autochtone >> gagnant un revenu monetaire,
conservant la nature et conscient de ces devoirs envers l'Etat
construite a travers le discours de developpement agit comme une norme
qui a contribue a faconner les attentes implicites--et parfois
explicites--dans plusieurs programmes de foresterie jusqu'a ce
jour. Nous examinons la maniere dont ces normes de << bonne citoyennete >> se sont articulees avec les identites, pratiques et
aspirations locales dans deux contextes distincts : celui d'une
communaute << modele >> de l'etat de Oaxaca, et celui
d'un groupe de communautes du Guerrero que les intervenants
gouvernementaux voudraient bien voir aspirer a ce modele. Cet examen vise a mettre en relief les rapports complexes, multiples et souvent
paradoxaux entre les communautes autochtones et l'Etat dans le
contexte du developpement de la foresterie communautaire au Mexique.
Abstract. In this article we examine how the Mexican
government's framing of the forestry sector has impacted the lives
of indigenous populations in the states of Oaxaca and Guerrero. The
image of the income-earning, nature-conserving, and duty-conscious
indigenous peasant-citizen constructed through the government's
development discourse acts as a norm that has shaped the expectations
implicit--and sometimes explicit--in many forestry programs to this day.
We examine ways in which these norms of good citizenship articulate with
local identities, practices, and aspirations in two distinct contexts:
that of a "model" community in Oaxaca and that of communities
in Guerrero which the government would like to see aspire to this model.
In doing so, we aim to provide a clearer view of the complex,
multi-layered, and sometimes paradoxical relationships between the State
and indigenous communities surrounding community forestry in Mexico.
Introduction
In the 1950s a committee of Mexican foresters lamented that with
each hectare of forest destroyed, a part of the Patria (nation) was lost
(Comite de Asesoria Tecnica Forestal [CATF] 1958, 9). This close
symbolic association between forests and national essence has certainly
not always been part of official discourses in Mexico. In fact, it has
been noted that in a country with such a strong peasant heritage,
"historically, forests have been considered second-class lands in
Mexico" (Texas Center for Policy Studies [TCPS] 2000, 5). Although
a mahogany rush occurred in the Selva lacandona of Chiapas from the
1820s on (De Vos 1988), it was not until 1884, as forests in the states
of Chihuahua and Durango were becoming important providers of pine and
oak to North American markets, that overarching federal legislation
regulating forestry in the country came into existence. This situation
would change with the presidency of President Porfirio Diaz (1876-80 and
1884-1911) due to a combination of factors: the international demand for
wood, rapid population growth in the countryside, near desertification of much-needed productive lands caused by deforestation, and, more
generally, the modernizing ambitions of Diaz and his state governors.
From this period onward the material and symbolic importance of forests
for Mexico's self-definition evolved rapidly.
With the turn of the 20th century, as the Mexican industrial
revolution gained momentum, many efforts were made to turn hitherto
neglected natural resources into tools of economic and social
development. In the state of Guerrero, for example, the
"Porfirian" era (1876-1910) was marked by a series of
governors for whom the subsistence economy of the large indigenous
peasant population was seen as a situation of "alarming
misery" (Salazar Adame 1998, 201). The development of the forest
industry through the injection of foreign capital was seen, from then
on, not only as a means to alleviate the poverty of the campesinos, but
also as a way to consolidate the Mexican State itself by becoming a
vector for the assimilation of indigenous groups through modernization.
The growth of the national economy, the acceleration of foreign trade,
the conservation of precious forest resources, as well as the
"rationalization" and modernization of the use of the
countryside became key themes in Mexican forest policy.
In the present article (1) we will examine how this view of forests
has impacted the lives of indigenous populations of the states of Oaxaca
and Guerrero and, more particularly, how the development of forestry in
these regions has contributed to their relationship with, and sense of
belonging to, the Mexican State. This relationship, at once
institutional, material, and symbolic, will be addressed through the
notion of citizenship. Most of the paradoxes pertaining to citizenship
in Mexico that we will analyze here echo more general debates that have
been going on for several years regarding the very definition of
citizenship. As Turner and Hamilton (1994) noted, a baseline definition
of citizenship would present it as "a bundle of entitlements and
obligations which constitute individuals as fully fl edged members of a
socio-political community, providing them with access to scarce
resources" (Turner and Hamilton 1994, xv). However, the definition
of citizenship as a system of protection from want, abuse, and general
powerlessness through active inclusion in a community is itself
contested. The "critical perspective" on citizenship, as
Turner and Hamilton term it, argues rather that citizenship
"functions, not so much to create emotional solidarity, but to
incorporate, through ideological means, subordinate social groups"
(Turner and Hamilton 1994, xvi). One could say that both aspects of
citizenship are fostered, to some extent, by forestry development
programs today in Mexico. This is particularly the case in light of the
long history of indigenismo, being the professed goal of assimilating
indigenous populations into the "national" culture, as public
policy in Mexico (Sanchez 1999). Of course, the intents behind the
extension to indigenous people of rights associated with citizenship,
such as education or economic opportunities, have varied through time
and are complex in nature in postcolonial Mexico (Mallon 1995), and we
will only examine here a small part of this complex issue. It has been
noted that, until very recently, indigenismo has played a very important
part in the structuring of the Mexican state and in the definition of
citizenship in that country (Oehmichen Bazan 1999). The
"critical" definition of citizenship as an ideological device
contributing to the assimilation of minorities surely is a
simplification and overlooks some very real benefits of state programs.
These benefits are quite visible in the case of Oaxaca discussed below,
where significant economic gains have come from participation in
forestry programs and integration into the national economy. They are
also potentially available in the state of Guerrero, where community
factionalism and insecurity are not just ideological devices created to
justify state intervention, but very real problems of the basic right to
security being denied. However, the data analyzed here, as they reflect
a significant heritage of indigenismo in forestry programs, lead us to
lean more toward a "critical" definition of citizenship than
the baseline one outlined by Turner and Hamilton.
In this article, the choice of the forestry sector is not simply
fortuitous. It is a sector in which a number of elements combine to make
a particularly telling litmus test for the study of citizenship in rural
and indigenous Mexico today. After the closing of the Instituto Mexicano
del Cafe (INMECAFE) in 1989 and the associated decline in governmental
assistance to small-scale coffee producers, forestry gained in
importance as a preferred avenue for the development of so-called
"refuge zones" in Mexico (Aguirre Beltran 1992 [1957]). From
this point on, the World Bank Forestry Project (1989-93), as well as a
number of programs that emerged from the publication of its report
(Nahmad et al. 1995), oriented a good part of the government-sponsored
development efforts to marginalized indigenous regions. According to one
government official:
[F]rom the 1910 Revolution onward, a high percentage of property
rights over forests was transferred to ejidos and agrarian
communities, mostly during the second half of the XXth century. It
is estimated that today approximately 80% of forests and
rainforests are communal property and count more than 12 million
inhabitants, of which around 5 million belong to ethnic groups
[i.e., are indigenous people]. (Proyecto de Conservacion y Manejo
sustentable de Recursos Forestales en Mexico [PROCYMAF] 2003 11;
our translation)
The modernizing discourse that shaped forest policy at the turn of
the 20th century played a central role in constituting a template for
the ideal "campesino-citizen." This ideal type is the
measuring stick that determines whether the five million indigenous
people living today in forested areas, touched in one way or another by
government forestry programs, are considered complying (or
non-complying) citizens. As we will see with the case of San Pedro el
Alto (hereafter referred to as San Pedro), Oaxaca, living up to the
ideal image of the economically productive and environmentally conscious
peasant and developing a forestry culture gives access to significant
expertise and some material resources, such as money for machinery,
channeled by the state.
Much has been written about the debate over slash-and-burn
agriculture. The official condemnation of the traditional indigenous
mode of agriculture as "backward" and contrary to the common
good surfaced in public discourses from the moment forests became a
matter of national economic interest. What will concern us here is more
the image of the ideal campesino that emerges from these condemnations
than the specific debate itself. This image of the income-earning (as
opposed to self-subsistent), nature-conserving, and duty-conscious
indigenous peasant-citizen acts as a norm that has shaped the
expectations implicit--and sometimes explicit--in many government
forestry programs to this day. How, we ask, do these norms of good
citizenship articulate with local identities, practices, and
aspirations?
We will attempt to shed some light on that question through our
analysis of empirical data from contemporary Oaxaca and Guerrero,
detailing the complexity and diversity of the articulation between
forestry, economic development and norms of citizenship. These data will
be presented in two subsequent section, but before we move to the case
studies, we must look more closely in the first section at the
historical ties between forestry and citizenship in marginal regions of
Mexico. Even though there are significant continuities in the image of
the "responsible" indigenous campesino that governments have
tried to promote over time, the place that rural indigenous people have
had in forestry operations has not been static over the last century and
a half. To bring context to our case studies, we will examine that
evolving position of indigenous people by first looking at the role that
forestry played in national integration and state building from the
Porfirian era on. That section will also touch on the way in which
traditional indigenous use of forest land was, and still is to a large
extent, seen by government authorities within the framework of this
process of state-building.
After discussing specific cases from Oaxaca and Guerrero, we will
address, in the last section, what we have called "paradoxes of
citizenship" that might be associated with indigenous forestry
today in Mexico. As we will see, relations between indigenous
communities and the state can be more or less characterized by perceived
contradictions and paradoxes depending on the particular circumstances
of each community or region. Nonetheless, it is worth noting right away
that the very fact that it is virtually impossible today to think about
indigenous forestry in Mexico outside the context of some sort of
articulation with the state and its social, environmental, and technical
discourses, creates in itself a form of Catch-22 that was felt with more
or less acuity by people we met during our fieldwork. This paradox stems
from the fact that economic development through forestry is hardly
possible without the financial and technical support of the state. That
support is generally predicated on a certain compliance with norms,
adherence to certain discourses, and participation within an
institutional framework, which validates and legitimizes the state. Yet,
the marginalization that economic and social development seeks to
overcome is itself often an effect of the pattern of development of that
very state. Incidentally, indigenous people throughout Mexico are trying
to claim more and more autonomy from the state. Is community forestry
contributing to closing the historical socio-economic disparity between
indigenous and non-indigenous citizens of Mexico, or is it merely
changing the contours and the name of that gap? We will now turn to
empirical data and context in order to address these questions.
Forestry and Citizenship in Mexico: Elements of Context
As we noted in the introduction, the level at which indigenous
populations have been involved in forestry activities in Mexico has
changed considerably since the mid-19th century. Three main periods
stand out in that respect, all of which have contributed to shape the
state's vision of how indigenous populations should and should not
behave toward the forest for the common good. From the 1860s to 1940
local campesino and indigenous populations held little place in forest
policies. Although it has been noted by Merino-Perez and
Seguro-Warnholtz (2005) that in the last six years of that
period--corresponding to the presidency of Lazaro Cardenas
(1934-40)--the government "did support community resin extraction
in central Mexico's temperate forests and chicle extraction in the
southeast" (51), these authors have also pointed out that during
that period the government "paid little attention to forest
development" (51), not to mention the indigenous peasant's
place in this development. Throughout the period, indigenous peasants
were mostly portrayed as poor wardens of the forest. Francisco O. Arce,
governor of Guerrero from 1869 to 1873 and from 1885 to 1893, complained
in the Memoria de Gobierno del Estado de Guerrero of 1886 of the poor
economics of traditional indigenous slash-and-burn agriculture, called
tlacolol, and its destructiveness to the environment. Through the
practice of tlacolol:
The peasant produced a grain [of maize] not worth more than 30 or
40 pesos, destroying in the process lumber that could have
produced, in some cases, a utility of 10 to 20 thousand pesos....
With three harvests the soil will have washed out noticeably; with
the abandonment of the land, the underlying rock will become
exposed. (quoted by Salazar Adame 1998, 209; our translation)
Such representation of the effects of tlacolol on forests led to
efforts to limit the extension of traditional agriculture to specific
areas, such as the bottom of valleys (Salazar Adame 1998, 210). Even
though these efforts were rarely successful, their underlying logic was
clear: indigenous populations were to be kept away from forest resources
if these resources were to provide any contribution to the national
economy. "Education" of peasants was to teach them how not to
harm forests, not how to use them "productively."
In the 1940s, readily accessible forests near Mexico City were
becoming less and less productive due to over-exploitation. In order to
meet the high demand of growing industries and construction, attention
turned to more remote areas where the indigenous presence was much more
visible, such as the state of Oaxaca (Beltran 1959). From that period on
to the 1970s, we witness an attempt at a "top-down"
industrialization process in the forestry industry with private and
parastatal corporations being offered concessions and monopsony conditions. In these situations indigenous campesinos were often
exploited and coerced through arrangements of rentismo. (2) More
qualified workers, who worked for a salary, were often imported from
other states (Klooster 2003; Merino-Perez 2004). This arrangement was
seen by forestry planners as beneficial in at least two ways. First, it
would allow mestizo surplus labour, which was becoming a problem around
urban centres, to be used productively in the forestry sector. Second,
as this period marks the height of indigenismo in Mexico (Aguirre
Beltran 1992 [1957]), foresters looked favorably upon the acculturation effect of the employment of remote indigenous populations alongside
"qualifi ed" mestizos in industrial production. The perceived
need for this kind of acculturation through forestry was expressed quite
clearly at times:
We wish to take this opportunity to reiterate one more time our
idea that, without any romantic attitudes, the indigenous problem
should be settled as soon as possible, bringing to aboriginal
groups all the benefits of Western culture and making it so that
little by little the difference between the various Mexican groups
disappears in order to achieve a true national integration.
(Beltran 1992 [1959], 76; our translation)
The third period in the development of the tie between citizenship
and forestry coincides with the green revolution in Mexico and its
aftermath. In the late 1970s and early 1980s, communities in various
parts of Mexico struggled against the logging companies in their
territories. At the same time, the rise of neoliberalism (3) in Mexico
and the newfound popularity of "participatory" approaches and
NGOs in mainstream development circles (Veltmeyer and Petras 2005, 124)
created fortuitous conditions for the end of the concessionary era
(Taylor 2001, 62-63). With support from certain government sectors, the
communities were eventually able to win an end to the concessions.
Community forestry rose out of this struggle and has since been
championed as potentially providing "equity, social stability, and
better environmental management of local and global forest
resources" (Antinori and Bray 2005, 1541; see also Bray,
Merino-Perez, and Barry 2005). Though rentismo still exists today, many
communities have created community forestry enterprises that allow them
some control over their forestry operations (Bray, Merino-Perez, and
Barry 2005). In 2001, the Fox government created the Comision Nacional
Forestal (CONAFOR), whose policy is now offi cially to support community
forestry; it receives financial support from the World Bank to that end
(CONAFOR 2003; Klooster 2003; Bray, Merino-Perez, and Barry 2005;
Merino-Perez and Seguro-Warnholtz 2005).
While the Community Forestry Enterprises (CFEs) do grant
communities a certain amount of autonomy in the management of their
resources, the government still controls the allocation of forestry
permits. Further, "few CFEs are fully 'self-organized,'
... state and civil society actors have generally played an important
role in their formation" (Antinori and Bray 2005, 1540). The
support of CFEs also allows the government to place responsibility on
the communities for their own "development" and for the
protection of the forest. Indeed, indigenous communities that
participate actively in these programs are now seen as playing an
important role both as protectors of the forest and as contributors to
forestry development through CFEs (Antinori and Bray 2005). However, to
gain this reputation and the government support that comes with it, they
have had to publicly accept government definitions of degradation
(Mathews 2002, 2003, 2005) and commit to practicing commercial forestry.
Forestry, National Integration, and Citizenship
Despite the changes we have just highlighted, there seems to be a
signifi cant level of continuity in the Mexican government's
practice and discourses on forestry through time. These continuities
generally relate to the relationship between forestry and national
integration. Here we understand national integration not only as
physical control of the territory, but also as a series of strategies
for natural resource use in the name of national interests. As we will
see, these strategies have both symbolic and practical effects.
At the turn of the 20th century Porifirio Diaz perceived foreign
capital as key to both territorial and economic consolidation of the
nation. He envisioned foreign capital opening up frontier locations by
providing necessary infrastructure, thereby encouraging colonization,
national business opportunities, and Mexican control of the area
challenged by British Honduras, Guatemala, and rebel Maya (Klepeis 2003,
555). While for Diaz consolidation meant attracting foreign capital,
post-revolutionary presidents took different approaches. Klepeis
contrasts Diaz's centralized governing style with Cardenas's
campesino-centred decentralized approach (2003). According to Daniel
Klooster, Cardenas's concerns with a "project of consolidating
a peasant base of support for the ruling party" (2003, 101) largely
affected his treatment of forestry issues. Miguel Aleman's
(1946-52) presidency marked the beginning of the import substitution era
in Mexican forestry, which meant national control of the resources for
the pursuit of national interests. Centralized government control was
strengthened, although with a national elite running forestry operations
as opposed to foreign interests (Klepeis 2003, 551).
The Second World War saw a more productivity-centred turn in the
management of Mexican forests, led by government officials concerned
about the dependence on imports and the underutilization of national
resources (Merino-Perez 2004, 179). However, it has been argued that
this context was less a factor of real productive uncertainty than an
opportunity, seized by the Mexican central government, to extend its
hold on sectors that had been heavily dominated by foreign capital since
the Porfirian era, such as the forestry sector (Vitye 1993, 112). The
Mexican forestry policy from the 1950s to the 1970s certainly fits into
the general import substitution scheme that structured national
development plans at the time. However, contrary to the development of
the oil sector, which was certainly considered more strategic for the
Mexican national interest, this phase in the development of the Mexican
forestry sector left a significant place for private corporations, which
were seen as important actors in the modernization of regional economies
through their injection of capital, knowhow, and technology in these
regions (Wilshuen 2002; Mathews 2003). From the 1940s through to the
1960s, giving favourable conditions on indigenous land to national
private capital was seen as necessary to meet the country's
material needs and was part of a national development strategy.
During the 1960s and 1970s the state began to intervene directly in
forestry as the policy of private concessions "had not even
fulfilled the objective of overcoming the trade deficit in forest
products" (Merino-Perez and Seguro-Warnholtz 2005, 54). The state
therefore began to invest more heavily in forestry, creating state-owned
enterprises and taking over private ones that would then take advantage
of the concessions.
Communities, academics, NGOs, and even government agencies such as
the CONAFOR and SEMARNAT (Secretaria de Medio Ambiente y Recursos
Naturales) are now quite critical of these concessions policies.
However, national, economic, and territorial concerns are still relevant
in contemporary forest policy. As decades passed, these concerns have
been compounded by a re-emergence of the "cultural" dimension
in at least two forms. First, from the mid-1970s to the present day,
there has been a substantial growth of indigenous and peasant activism
in Mexico. As the country became more and more urbanized and
industrialized, and as government subsidies shifted from the
agricultural sector to the industrial sector, the countryside became a
fertile ground for various political movements giving voice to
disenfranchised campesinos. Not all these movements centred on the
distinctiveness of their indigenous constituents, but a good many did.
This was especially the case in the states of Chiapas, Oaxaca, and
Guerrero, the three Mexican states with the highest percentage of
indigenous inhabitants, and also the three poorest states in the
country. This wave of indigenous "autonomism" has created an
impetus for the development of new discourses on national cultural
integration in Mexico. An element of these discourses that is present in
community forestry programs is the rallying cry for the development of a
national common culture of environmental responsibility.
The second form in which the cultural dimension of forestry came to
occupy a significant part of the public discourse on forest management
in Mexico from the 1970s onward is more directly influenced by the rise
of environmental concerns. At least since the middle of the 19th
century, the industrial and productivist models of forest management had
been seen as the "modern" way of extracting wealth from this
natural resource. But as global activism around issues of rainforest
management, biodiversity, and clear-cutting became stronger in the last
decades of the 20th century, the Mexican government has had to make
conservation a more important element of its forest policies.
The Mexican government has especially emphasized the
environmentalist discourse that insists that sustainable forestry demands not only a change in legislation and regulation, but also a
change in values and culture. This discourse, ironically, presents some
close parallels with the assimilationist discourse that held, from the
end of the 19th century onward, that traditional indigenous practices
and attitudes were "wasteful" of the forest. Thus, while in
the era of Porfirio Diaz, national forestry culture was to be united
around images of modernization and profit, in the 21st century unifying
images are conservation and sustainability.
The depiction of indigenous land use as destructive and the
invocation of this image for hegemonic purposes are not new in Mexican
official discourse. Mexican law has often directly reflected the
perception that indigenous uses of the forests are unsustainable and
nefarious (Merino-Perez and Seguro-Warnholtz 2005). Klooster points out
that policymakers in the 1940-58 period "portrayed campesinos as an
endless army of ants, driven by poverty and hunger, slowly but
tirelessly finishing off Mexico's forests" (2003, 102). From
the 1940s on, Mexican presidents chastised campesinos for slashing,
burning, woodcutting, as well as erosion and siltation of the developing
nation's new dams and ambitious irrigation and hydroelectric
projects (Simonian 1995 in Klooster 2003).
For a long time, indigenous land-use practices have been perceived
and portrayed as barriers to modernization and development by the
Mexican state, and this discourse has often framed the justification for
government intervention in the indigenous regions' forestry sector.
However, the ever-increasing importance of the conservation discourse
has given new currency to this narrative in neo-liberal times. The
government, for example, has used this criticism to promote its
free-trade agenda by portraying "the existing ejido sector as an
engine of environmental degradation, while equating private property and
free trade with environmental conservation" (Payne 2002, 103-104).
Presently, it seems that the only way for indigenous ejidos and
communities not to be labelled "environmental degraders" is
for them to comply with the CONAFOR land-use guidelines, which call for
the abandonment of swidden (slash-and-burn) agriculture. Mathews paints
a very clear picture of the Mexican state's role in and use of a
specific portrayal of the use of fire in agriculture:
Throughout the twentieth century the Mexican state has asserted its
right to control forests using a variety of justifications.... As
other policies have come and gone, fire control has remained
central to official rhetoric. Government officials have vilified
traditional agropastoral uses of fire, and have sought to convert
rural Mexicans into willing firefighters. According to these
officials, fire is uniformly destructive, and agricultural uses of
fire must be severely regulated and controlled ... This official
fire discourse flies in the face of voluminous evidence that many
fires are not destructive, and that they are set for deliberate
purposes and controlled. In Mexico, the state has justified its
efforts to control forests and modernize agriculture by
stereotyping agricultural and pastoral fire users as irrational and
ignorant. (Mathews 2005, 795-796)
Other actors have also used this perception to justify control over
indigenous people's resources. Klooster shows how forestry
enterprises portrayed the major cause of forest degradation to be
campesinos, poor people who had no choice but to destroy the forest to
survive. The solution therefore proposed was scientifi c forestry, which
would offer campesinos other economic options and a "campaign of
persuasion" "so that people would see the forest as an
economic resource, and thus combat and prevent forest fires, and limit
domestic use and grazing" (Klooster 2000, 288-289). In this
discourse the campesinos themselves are not really to blame, as the
problem is shifted to the economic situation in which they find
themselves. However, it is also implied that they are ignorant in the
sense that they don't see the real (i.e., monetary) value of the
forest. Thus, communities have learned that to have "control"
over their forests and access to government subsidies, they have to
adopt the rhetoric of forest protection and publicly accept government
definitions and standards of degradation, such as pine volume and fire
control, which are clearly based on a commercial forestry paradigm
rather than protection of the environment (Mathews 2002, 2003).
This discussion plays a key role in citizenship, as those
indigenous people who seek government funding for social development and
good relations with the state are pressured to accept the denigration of
their traditional agricultural practices. Further, the state's
image as a central unifying structure, and the image of indigenous
people as marginal disruptive elements that have to be integrated more
thoroughly into this benevolent structure, are reinforced by the
discourse of conservation. The institutional conditions of access to
economic and technological resources controlled by the state thus become
conditions of access to full "citizenship" for indigenous
people. These include the abandonment of "destructive"
traditions, the willingness to comply with management and conservation
"guidelines" imposed along a chain of decreasing sovereignty
from the World Bank to the Mexican state to local communities, and,
perhaps most importantly, some degree of adhesion to neo-liberal views
of governance and to a techno-scientific regime of nature. The two cases
we have chosen to examine here contrast in their "progess" or
their position on the continuum between compliance and non-compliance.
The first, San Pedro, has been the object of forest engineers'
attention since at least the 1930s (Hinojosa Ortiz 1958, 105). It is
considered by government officials as a model of indigenous community
forestry in the Sierra Madre del Sur. The second case, the extension of
this same mountain range in eastern Guerrero called the
"Montana" region, is at the opposite end of the spectrum.
Community forestry is so recent there that it was not possible to study
a community that derives any significant part of its livelihood from
forestry. On the other hand, the CONAFOR, working with World Bank
funding, has been quite active since 1997 in trying to promote
indigenous forestry
in the region. In this context, San Pedro is presented as a model to
follow. By comparing two realities, both the "model" and the
one that the government is encouraging to aspire to the model, we aim to
provide a clearer view of the complex, multi-layered, and sometimes
paradoxical relationships between indigenous communities and the State
that surround community forestry in Mexico.
San Pedro, a "Model" Community in Oaxaca
The state of Oaxaca contains a population of approximately 3.4
million people, covers 95,364 square kilometres, and is one of the most
culturally diverse states in Mexico. The community of San Pedro el Alto
is found in the southern branch of the Sierra Madre mountain range
(Sierra Sur), approximately 100 kilometres southwest of the city of
Oaxaca. It is one of the communities with the largest land mass in the
Sierra Sur with approximately 30,000 hectares of land, 20,000 of which
are forested (Smartwood 2004). However, the community is currently
besieged by land disputes with a number of neighbouring communities. The
forests are generally pine and pine-oak, and the most commercially
valuable species are P. pseudostrobus and P. patula var.
longipedunculata (Smartwood 2004). The climate is mainly considered
temperate-humid (templado humedo) and the terrain is mountainous (80% of
its territory is considered sloped). Most of the communities of the
region, including San Pedro, are accessible only by poorly maintained
dirt roads that were originally created by the private Compania Forestal
de Oaxaca (CFO) (Asesoria tecnica a comunidades oaxaquenas [ASETECO]
2003). In San Pedro, the people describe themselves as Zapotec or of
Zapotec descendency, but few of the young people in the community speak
the Zapotec language. At the communal level the community is organized
according to the Usos y Costumbres, a complex system of rights and
responsibilities, based largely on age and in which the general assembly
is considered the highest authority. In San Pedro these assemblies,
rights, and responsibilities are generally reserved to the men (an issue
that we will later return to briefly). Currently, forestry in the
community is undertaken by what is often referred to as a community
forestry enterprise and is based on and integrated into this Usos y
Costumbres system. However, forestry in San Pedro has not always been
communally run.
Commercial forestry first began in San Pedro at the end of the
1940s when the community signed a contract with the CFO. While people in
San Pedro actively sought out a company to exploit their forests
(ASETECO 2003, 37), the exploitative relationship that would develop
between the company and the community were partly a result of post-World
War II governmental policies and actions.
In the 1950s and 1960s, the government used the claim that
commercial forestry was of national interest to legally override
campesinos' constitutional rights to control their land and granted
regional concessions to companies such as the CFO. Under these
concessions, campesinos were only allowed to sell their wood (in any
form) to the regional concessionaire. In return to access to their
forests, communities such as San Pedro received a few jobs and a small
derecho de monte (stumpage fee), which was often deposited into a
government trust fund to which they had difficulty getting access. Not
only did the government set up unfair trading situations for campesinos,
but government agencies such as the Secretaria de Reforma Agraria (SRA)
and the Secretaria de Agricultura y Recursos Hidraulicos (SARH) were
complicit in the corruption between the companies and the communities
(Lopez-Arzola 2005, 112-114). Companies in the Sierra Madre, including
the CFO, also high-graded the forests using the "metodo
mexicano" in which the companies took the biggest and best trees,
depleting the genetic stock. The concessionary period also laid the
groundwork for community forestry by training the locals in various
forestry practices, by building roads in the forest, and by building
roads between the community's forests and the city.
Nonetheless, the injustices of the period led to organized
resistance by many communities. Starting in the late 1960s, disputes in
the region over working conditions, overexploitation of forests, and
broken promises between communities and forestry companies led to work
stoppages, communities refusing to sign contracts, and other conflicts.
Relations between San Pedro and the CFO became heated in the 1970s, and
in 1979 the community even appropriated the company's forestry
equipment, at which point the communal authorities were arrested
(Lopez-Arzola 2005, 113). In the early 1980s, communities in the Sierra
Sur and Sierra Norte united to resist new concessions that had been
granted. The concessions were repealed in 1983, and in the next few
years some communities began to establish their own community-based
enterprises supported by a group of government forestry agents called
the Direccion General de Desarrollo Forestal (DGDF) (Lopez-Arzola 2005,
114; Merino-Perez 2004, 70).
San Pedro was one of the fi rst communities in the Sierra Sur to
begin both private, and then communal, commercial forestry and is
generally considered one of the most successful. One NGO worker
described the community as "a bit like the largest pearl in
Oaxaca's crown" due to its large and high quality forest and
successful exploitation ventures. The community has a large office in
downtown Oaxaca for communal business operations, and they have their
own full-time forestry engineer who is a member of the community (still
a rare occurrence even though, as we will see, it is a practice that the
government tries to encourage). Forestry has allowed the community to
finance the building of schools, a supplementary health clinic, a doctor
and ambulance, transportation services, a new municipal office building
(palacio municipal), expensive church renovations, and the creation of
jobs for all the men in the community who want them. A few jobs have
also been officially created for women and they have created paid work
for themselves, such as selling food to workers. The official jobs all
pay at least 100 pesos a day (approx. US$10), double the Mexican minimum
wage. Most years, some of the profits from forestry are also distributed
to all men and women in the community. Therefore, community forestry has
undoubtedly benefited San Pedro materially, though it must be noted that
"extreme poverty," notably among single mothers, continues to
exist within the community, as assessed by a recent community forestry
development plan (CONAFOR 2005).
Community forestry has also allowed San Pedro a certain amount of
autonomy and has some "culturally progressive overtones"
(Bebbington 2004, 411). As mentioned above, the CFE is administered
through a system based on, and in fact integrated into, a
"traditional" indigenous governance model. All important
decisions regarding the enterprise are formally made by the general
assembly of comuneros. It seems that community forestry has also
decreased (or at least delayed) migration by community members by
providing members with viable local livelihood alternatives (see
Bebbington 2000, 2004). To the extent that "indigenous cultural
identity hinges on sustained and corporate rural residence"
(Bebbington 2004, 409), community forestry has therefore contributed to
the maintenance of that identity.
However, almost all of these gains depend on their ability to
compete in world markets--markets that are increasingly hostile and
directly affected by neo-liberal policies (4) such as free trade
agreements, low (or non-existent) tariffs, and a high currency exchange
rate (Saad-Fihlo 2005; Zertuche 2004). These market conditions, combined
with current forestry laws and programs, mean that San Pedro has little
choice but to maintain cooperative relationships with federal and state
government institutions and compete with other communities for
government funds and market share. Participation in the industry has
also meant pressure (both overt and more subtle) to change social
relations within San Pedro and relations between the community and
"nature."
Through their experience with commercial forestry over the last 50
years, San Pedro's men have developed a strong "forestry
culture," an important concept within the CONAFOR's discourse.
In its official documentation, the commission says that it works toward
developing forestry culture by fomenting "a consciousness about the
caretaking, preservation and sustainable exploitation of forests"
(our translation; CONAFOR 2006). In an interview, a high-ranking
official in the Oaxaca state forestry department (Direccion Forestal de
Oaxaca) noted that forestry culture is part of the legacy of the
concessionary period and considered it a very important factor in the
success of certain communities. He lamented that other communities do
not have the same forestry culture as San Pedro. CONAFOR and other
government officials see the creation of "forestry culture" as
an essential part of the CONAFOR's work and they invest resources
to that end. In San Pedro, the development of this culture has meant
access to forms of knowledge that they were hitherto systematically
denied. It has also led to the perception of forests in terms of
"sustainable" economic production as defined by
techno-scientific "experts," while other culturally specific
meanings have been subverted. While officials seem quite satisfied with
the forestry culture in San Pedro, they do see room for improvement in
other areas.
NGO representatives and government officials agreed that San Pedro
should industrialize and diversify production. One SEMARNAT official
explained it this way:
If there is one kind of change (that would be good) right now it is
in what happens after the management, in the exploitation and in
the all the needs that they will have to change there forestry
processes, the need to industrialize their products more and more.
(Interview; our translation and emphasis)
He portrays industrialization as a need (necesidad) that San Pedro
will sooner or later have. The same official also explained later that
if they do not industrialize soon, they will be left behind (rezagada)
other communities that are moving ahead with industrialization
processes. It is interesting to note that San Pedro, which has had one
of the most successful CFEs, still feels pressure to move toward another
phase of industrialization. This is particularly remarkable when one
notes that the community's current efforts at industrialization are
not particularly profitable (as seems to be the case in most CFEs).
While the sawmill, the most important industrialization effort, does
provide some jobs, recent development reports (Centro Regional para la
Competividad Empresarial [CRECE] 2005; CONAFOR 2006) show that it is
wasteful of forest resources and not profitable. Other industrialization
projects, such as a post factory, have been abandoned, at least
temporarily. (See also Antinori 2000 for discussion of vertical
integration in Oaxaca CFEs.)
The general solution to the CFE's problems, according to these
reports and several government officials, is for San Pedro to become
more productive, competitive, and efficient in its operations. To do so,
they argue that the community should not only try to modernize its
technology, but also look at changing the organizing structure of the
CFE and community.
There are some who see limitations in relation to the usos y
costumbres because they relate it directly to the efficiency that
it can have in the industries ... if we look at it from the point
of view of a private company, of course, in comparison it is
deficient ... one needs to look for a an organizational scheme that
enables more efficiency in the operation of the enterprise.
(Forestry engineer for CONAFOR Oaxaca; our translation)
This official links the traditional decision-making and
organizational structure (the usos y costumbres) directly to the
inefficiency of the enterprise. He also claims that, in comparison with
a private company, the communal enterprises are deficient. In San
Pedro's communal business office, such comparisons are also heard
relatively regularly, as is talk of making the organizing structure more
efficient.
A senior CONAFOR official in Oaxaca was particularly honest when
asked whether the global competition that he foresaw over the next 10 to
20 years and the need for efficiency would affect communities'
autonomy and the way they worked (formas de trabajar):
Yes, later yes. It implies the displacement of labour, it implies
finishing with the culture, it implies a series of things. But your
... world market. And the market is the market. And logically, yes,
there are these types of situations. I'm one of the people (who)
opposes these situations, sometimes, maybe leave them alone to be
free. But when there is a problem, they should look at the way of
organizing ... Yes, later, it's a problem from the cultural point
of view, from another vision and things like that. (our
translation)
This official is clearly self-reflective and genuinely wants to
work with communities to improve their situation. He is very clear that
the pressure of a world market that is getting more and more competitive
means that the CFEs, such as San Pedro's, are going to have to make
serious changes to stay in the game. Current communal culture, values,
and organizing structures will have to be transformed or abandoned in
order to keep up.
In fact, San Pedro's relative success has already involved
important changes in the community that some perceive as problematic.
For example, men who work in forestry often see their families only on
weekends and during holidays, spending most of their weeknights in work
camps, tents in the forest, or the communal office in the city. Very few
of those who work in the office say that they actually want to work
there. They have been "assigned" by the general assembly and
are serving their community out of obligation. While some shrug these
things off saying "One gets used to it" (se acostumbra),
others see it as a problem for themselves, for their families and
particularly for child-rearing. Many also describe much of the work as
very pesado (hard) and the work in the forest as dangerous. Serious
accidents are still quite commonplace despite increasing security
measures for workers.
It is also worth asking what effect forestry has on gender
relations. While men are offered jobs in forestry, transportation, and
other areas, women have received very few low-paying jobs (primarily in
water purification) as well as some spin-off employment (e.g., cooking
for workers). As the enterprise is based on the male-dominated community
structure, the administration of the community enterprise is all male.
In agriculture, which played a larger role in the community before
commercial forestry, the family unit is the primary organizational
structure of work, and women play an important role in that structure.
Although there have been some recent improvements in terms of gender
equality in San Pedro, such as the creation of the jobs for women
mentioned above and the inclusion of women in the distribution of CFE
profits, many women expressed frustration over the machismo and the
current imbalance of economic and political power in the community. (5)
Currently, gender problems do not seem to be a priority for the
community's male leaders.
These leaders are more concerned with the growth of the population
and the higher expectations of the more educated younger members of the
community. Emigration is also becoming more common, as currently 22% of
community's population resides outside of the community (CONAFOR
2005). As comuneros wrestle with these issues, their discourse seems
quite similar to that of the government officials. Increasing the
CFE's productivity and efficiency and moving toward
industrialization are portrayed as central to improving the community.
An influential member of the supervisory committee of communal goods
(comisariado de bienes comunales) put it this way:
It's more difficult now because it is more competitive ... products
that come from Chile, from the United States. The timber, for
example, right now is at 1,200 pesos per square metre and the
timber from there comes at 800 or 900 pesos, so the productive
processes should be more efficient, the machines more efficient to
be able to produce at a lower cost and be able to be competitive.
Because if we continue with our current structure that we have ...
what we produce will be more expensive than what we will sell. (Our
translation and emphasis)
This comunero articulates very clearly the increasing difficulties
of being in a competitive global market. His answer to this problem is
that the community needs to alter its structure. Discourse suggesting
running forestry operations more like a private enterprise and
separating it from the communal structure in order to make it more
competitive is commonplace in the community. (6)
While it is hard to predict how the actual changes will take place
in the community, there certainly seems to be a tension between communal
values and structures and participation in a competitive capitalist
market (see Antinori and Bray 2005, 1534-1535). It seems that big
changes in order to stay competitive are likely ahead for San Pedro and
other forestry communities.
Implementing Community Forestry in the Montana of Guerrero
It is clear that forestry projects set up in Guerrero have an
implicit, or even at times explicit, vision of what a community--and its
inhabitants --should be in order to become good subjects of development.
State interventions in the forest sector in Guerrero, and elsewhere in
Mexico, are more than instruments of economic development. They are part
of an elaborate social pedagogy that seeks to transform human nature as
much as it seeks to transform natural resources. During interviews with
the manager of the CONAFOR for the state of Guerrero, it was pointed out
to us, right from the onset, that this organization's activities
are not limited to the wood resources of Guerrero's forests. This
remark meant that in certain zones--the Alto Rio Balsas in
particular--such resources are practically exhausted and alternatives to
large-scale extractive forestry should be sought. But this discourse
also carried a subtext, an implicit recognition that forestry's
role is to contribute to changes in deeply ingrained--and in some
measure ontologically grounded--attitudes in local populations (he never
spoke of "indigenous" people). A conversation about ecotourism as a possible development activity in forested regions of the state, for
example, rapidly transformed itself into a judgement of local culture
and mores. The manager mentioned the mesophytic forest around the city
of Taxco as a potential site for the development of such an activity.
"However," he said, pointing in the direction of the Montana
with a somewhat exasperated air on his face, "over there, we
can't think of ecotourism for now, for lack of security." He
made his point further by adding, "Do you really think that
tourists will go to a region where there are assaults, muggings, and
murders on a regular basis (cada rato)? One has to be crazy to promote
tourism or ecotourism over there."
This image of the Montana of Guerrero as a violent region, at the
margin of civil life, acquires an explanatory value when it comes, for
example, to account for the poor performance of forestry activities and
forestry promotion programs in that part of the state, especially when
compared with "success stories" like that of San Pedro.
According to this informant, these results--or lack thereof--can be
explained in good part by the fact that 71% of the lands where forestry
would be possible in Guerrero are on ejido or community territory: both
forms of land tenure in which indigenous people control access to the
resource. According to him, internal divisions in communities, as well
as conflicts between these communities and their neighbours, make it
very difficult to set up forest management programs. "They just
can't agree on things," he said before adding that it is not
worthwhile to open a forest road for only a few hectares of forest.
Rather, there must be a broad consensus between "owners"
(duenos) of contiguous lands to make the building of forestry
infrastructure profitable. But in this discourse intercommunity confl
icts create a situation in which forests remain fragmented and mostly
unworkable. Further, the CONAFOR advisers we have interviewed identified
four sources of problems within communities: (1) factionalism, (2)
demographic pressures, (3) government administrative errors in land
allotment, and (4) lack of concern on the part of local populations for
the "commons" in general, and for the forest in particular. In
other words, three of the four reasons that, according to this manager,
explain the government's lack of success in developing a viable
forestry industry in regions with a high proportion of indigenous
inhabitants are said to be related to some supposedly common
"characteristics" of indigenous cultures and societies
themselves.
Communal factionalism is so essentialized in the administrative
discourse of the CONAFOR that this element is often cited as an obvious
fact, to be counted as one of the "weaknesses of the sector"
(debilidades del sector) with which one has to work. The demographic
strength of indigenous people, on the other hand, is generally
considered one of the strengths of the forestry sector in Guerrero.
However, this positive element rapidly becomes problematic in the
CONAFOR's discourse, to the extent (as in the third factor
identified) that the government did not, according to this informant,
respect Mexico's agrarian law when it attributed forested land to
indigenous peasants. "According to the agrarian law," he said,
"forests must remain under the management of the community as a
whole," but because of demographic pressures within communities and
poor decision-making by local authorities, these forested lands were
allotted to individuals. "In cases where these areas have not been
deforested for agriculture or cattle raising yet, we must make the
people who live on these lots understand that these lands have to be
managed so that their forests are protected for the collective
good." But it seems that to the CONAFOR the efforts to make people
understand this necessity runs against a certain "essence"
ascribed to indigenous peasants in which, according to the subtext of
the government manager's discourse, the idea of a collective good
is seen as atrophied. Our informant holds that in the countryside of
Guerrero, every family is only preoccupied by its own plot(s) and
"does not feel concerned" about what is done to the forests.
The only territories that matter are those of the plot (for production)
and the community (for identity). People that exploit forests in
irresponsible ways, with "a mining mentality," he said,
"of extraction and not of renewal of the resources, do not even
know they are doing something wrong." Other people who are
witnesses to this kind of extraction do not feel it is their business
and do not complain. "This is what we have to change," he
said. "We must foster a culture of responsibility and
denunciation." These are, apparently, traits of a desired new
indigenous citizen, the subject of development.
Although we have mostly focused here on one interview carried out
with a high-ranking CONAFOR official in the state of Guerrero, the
positions expressed by this individual are highly homologous to the
discourse we can find in the CONAFOR's official literature or the
World Bank documents and research that directly shaped the
CONAFOR's actions in Mexico. Although official documents are often
more oblique in making the points we have just highlighted, they connote the same ideas nonetheless.
It would be a mistake to presume that these desired transformations
are pursued through authoritarian means; it is rather a long-term effort
undertaken to reform indigenous peasants through obtaining their
consent. The direction of desired change, however, remains heavily
determined by the founders and managers of the various forestry programs
we have been referring to. The ideology framing this relationship
emerges as a discourse of assistance and facilitation toward the
attainment of a preset, but often implicit, goal. This discourse
contrasts with the earlier assimilationist themes, in which the
interests of the state were put front and centre. Nowadays, government
officials might explain the community-government interaction in the
following words, as one of our informants did:
We know that solutions imposed "from above" by the government will
not work. We must, however, heighten community awareness of the
benefits of well-planned forest management. After that it's up to
the communities to choose. Members of the communities must first
agree between themselves and decide freely to participate in the
project. Once the community has decided to participate, the CONAFOR
will provide the resources. It pays for trips of organized and
serious communities so that they should be able to visit successful
community forestry projects in Oaxaca and Michoacan. (Our
translation)
The CONAFOR also hires an asesor (forest engineer) for the
community. One of the most important tasks of this engineer is to
convince the community of the validity of the forest management plan he
elaborates, using scientifi c data he alone is qualified to gather and
interpret. "If the engineer designs a plan and the community
doesn't respect it, it's not worth it," says the head
engineer for the state of Guerrero. For this reason, the asesor working
with a particular community must convince the local authorities and
population to "apply the plan" (aplicar el plan).
The way in which resources are channelled within existing forestry
programs in the Montana of Guerrero subsidized by the World Bank
(through CONAFOR) makes it very clear that local populations cannot have
access to these resources without first submitting themselves to the
state's pedagogic enterprise. For example, in a regional forum in
which the question of forest fires was addressed--a "problem"
for which indigenous peasants are often blamed by authorities in
Guerrero--a peasant stood up and asked the forest engineer presiding
over the meeting if it would be possible for the government to provide
tools (shovels, axes, picks) that could be used to control
milpa-clearing fires and thus help peasants minimize the potential
damage caused by these fires. According to this man, the peasants had
sufficient knowledge to carry out this kind of work, and all they needed
were a few inexpensive tools. Strangely, the engineer looked somewhat
annoyed by this question and answered in the following manner:
We do offer support to communities. But the most important thing is
that you invite us, so that we can come and give you a presentation
to make people realize that they are wardens (duenos) of the forest
and educate them as to their responsibility in fire prevention. (7)
Last year, I asked for such invitations, but we have only received
one. The first priority is to develop a forestry culture, which is
lacking at the moment.
The pedagogic effort tied to the mandate of developing the forestry
sector in the Montana of Guerrero aims to gradually transform the very
relationship that indigenous people have with their identity and their
environment. The "problems of the past" (read: traditional
community dynamics and indigenous modes of relating to the environment),
summarized here as a lack of "forestry culture," must be
corrected by the adhesion to a techno-scientific view in which nature is
seen as a resource to tap, and to a national, rather than communal,
identity through shared values of conservation, economic growth, and
industrialization.
This promotion of an ideal of citizenship through programs for
economic development and for the protection of the forest requires a
submission to the authority of the expert. This ideal of citizenship is
communicated through discourses that seek to bridge national interests
and some imaginary, infantile, indigenous culture constructed as a
rhetorical device by development agents. Not only does the ontology implicit in this official discourse deny a "forestry culture"
to indigenous people, but it also portrays local cosmologies in a most
simplistic way. As an illustration of this, we submit a little fable invented by the forest engineer for the workshop on forest fires
mentioned above, which he used to explain the concept of common good to
his indigenous audience. It illustrates quite well an instance of
instrumentalization of indigenous cultures used in the promotion of
government development programs:
One day, Coyote's tail caught fire. Panicked, he started running in
all directions, trying to put it out in the sand. In the process,
however, his tail touched the grass and trees and set them on fire.
Seeing a little bird carrying water fl y by him, Coyote asked him
for help. But the bird ignored him and went to put out the fire
ignited by Coyote. The same thing happens with other animals to
whom Coyote asks for help, but who would rather go and pour their
water on the forest fire. Often, says the engineer, we (read: you)
are like Coyote. We care for ourselves, but not for the forests
which burn around us. Nevertheless, the other animals understood
that it was their house that was burning. It is our house that
burns with forest fires, and we must care about that.
Such episodes point to a certain will on the part of development
agents to translate elements of national policy into local modes of
discourses. The process is often awkward and presents an obvious
instrumentality, but the mere fact of trying to frame forest management
policies into such a fable sends a signal that the national government
and its agents are going part of the way to bridge the gap between
national norms of citizenship--summarized here in the CONAFOR's
norms of good forest stewardship--and local normative discourse. Of
course, this ideological device obscures the fact that national and
local normative discourses do not, and will not, meet halfway in this
dialogic exchange. The pedagogic approach that the CONAFOR has adopted
in the Montana of Guerrero makes it clear that, through the adoption of
community forestry, the Tlapanec, Mixtec, and Nahua communities of the
region are to change; they are to learn what economic development means,
they are to learn what forest stewardship and environmental
responsibility mean. Through that process, they are to learn what being
a good citizen, preoccupied by the good of the nation, means.
A step in this process of getting the indigenous communities to
adhere to a techno-scientific view of nature and to a national, rather
than communal, identity is granting professional titles to indigenous
individuals who have, through economic opportunism or personal values,
chosen to be further socialized in these discourses by becoming asesores
themselves. Given the role of ambassador that a forest engineer must
play within communities on behalf of the CONAFOR--but also through the
CONAFOR on behalf of the Mexican state and the World Bank--it is not
surprising to learn that one of the CONAFOR's priorities in
Guerrero is formar tecnicos comunitarios (to train local people to
become forest technicians or engineers).
"These engineers," one of the CONAFOR managers for the
state of Guerrero tells us, "can do more superior work than
engineers that only come [in these remote areas] for the pay.
Non-indigenous engineers do not have the necessary knowledge to convince
community assemblies, they do not know who is who and what are the
quirks of each." These non-indigenous forest engineers, moreover,
are often away from the communities to which they are assigned, since
the vast majority of them will not move their families to remote regions
such as the Montana. On the other hand, technicians who originate in the
communities live in these communities and often work in their own native
village and "for" their community, a possibility that has
signifi cant symbolic weight among Tlapanec people in particular
(Dehouve 1989; Hebert 2002).
Conclusion: The Paradoxes of Citizenship in the Indigenous
Countryside of Mexico
As we mentioned above, the two cases we presented in this article
illustrate two contexts in which the level of development of community
forestry and adhesion to hegemonic discourses are quite different. It is
interesting, however, to note that even though San Pedro is often
presented as a model for other indigenous communities to follow, it too
receives significant pressure from technical advisors to push along the
industrialization process and change its organizing structure. Another
parallel between the cases presented here is that, be it at the first
stages of implementation of community forestry programs (as it is the
case in the Montana), or in further stages of development in which
community forestry enterprises are in operation (as is the case in San
Pedro), the practice of community forestry does bring some very real
material gains.
Since INMECAFE ceased its operations in Guerrero in 1989, the
CONAFOR forestry projects are the most important government programs for
the development of productive activities in the Montana. Even though
communities have to enter a competitive process in order to receive
CONAFOR money and the poorer, more remote, communities are often
disadvantaged in a grant proposal process that requires time, paperwork,
and travel, the fact remains that the CONAFOR brings a very real hope
for economic development in the region. San Pedro, seen from afar,
represents this hope realized with its off-community business office in
the state capital, and its schools, clinic, and other public services financed with forestry profits. These material gains are quite desirable
for the communities, partly because obtaining viable livelihoods in
indigenous communities is often important for the advancement of their
cultural and political projects (Bebbington 2000, 2004). Indigenous
people from Oaxaca and Guerrero are thus often drawn to
government-sponsored community forestry projects and willing to enact a
certain form of citizenship that will make them eligible to receive
resources earmarked for these projects.
However, compliance with the norms of good citizenship defined by
the architects of these programs has some limits in the indigenous
communities considered. In Guerrero where, given the early stage of
implementation of community forestry, these limits are perhaps
negotiated more explicitly, the promises of World Bank-sponsored
forestry are necessarily weighed up against the promises of other,
indigenous-led, development efforts that seek greater autonomy from the
state. In recent years, the Montana has seen the rise of an autonomous
indigenous "community police," an autonomous judicial system,
and the emergence of a regional autonomous governing body (Martines
Sifuentes 2001; Hebert 2002). All these initiatives have been condemned
by government officials as disruptive to the unity of the state and,
thus, illegal (Gutierrez 1998). These autonomous mobilizations, however,
fared poorly on the economic front since they were supported by an
indigenous coffee cooperative whose performance declined with coffee
prices at the end of the 1990s. Thus, indigenous people in the Montana
have a strong incentive to comply with the CONAFOR's objectives in
order to diversify their economy, but the project of citizenship
implicit (and at times explicit) in these programs is far from the only
one available to them.
In San Pedro, which has developed a forestry culture and a forestry
enterprise coherent with the CONAFOR's objectives, the
community's project of citizenship appears to be more closely
aligned with that of the government. The community has developed a
strong "forestry culture" that has meant the adoption of a
techno-scientific and economic view of the forest. Through its CFE, San
Pedro has gained important material benefits while maintaining a certain
amount of autonomy in the management of its local economy and
decision-making structure. However, its commitment to forestry has also
created a dependence on an increasingly globalized and competitive
timber market. Many in San Pedro, in the government, and in NGOs feel
the community needs to increase its efficiency and productivity and to
further industrialize if it wants to continue to profit from forestry.
There is pressure to become more like a private enterprise, a pressure
that clashes in many ways with certain communal values and traditions.
In San Pedro, this focus on the profitability of the enterprise may also
imply the suppression of other citizenship projects as women struggle to
improve their "second-class" status within their community.
While community forestry has certainly offered some hope for improved
access to the rights associated with citizenship to the people of San
Pedro, the definition of this citizenship seems to be becoming narrower
and the sacrifices to attain it larger.
Through the use of the World Bank and the national resources it
manages, the Mexican state tries to smooth out the several political,
economic, and symbolic contradictions raised by indigenous community
forestry. One of these contradictions emerges from the historical
tension between national interest and community or regional indigenous
interest in the management of forests. It is felt when indigenous
communities try to leverage the economic gains made from state-sponsored
development programs for political purposes such as regional autonomy,
as was the case in Guerrero with coffee. It is also felt, as in San
Pedro, when the pressure for industrialization and productivity become
such that the sacrifices necessary to comply with the exigencies of the
state (and the market under neo-liberal policies) start to outweigh the
potential returns for the community. There is a substantial state
apparatus set in place that seeks to resolve these contradictions
through training aimed at indigenous populations seeking to develop
"expertise," "consciousness," "forestry
culture," and other perceptual frameworks that, once adopted, have
a self-disciplining effect on local communities. If a community adheres
to the norms of good forest stewardship communicated in these discourses
(abandonment of traditional agricultural methods, transition from
self-subsistence to a monetary income from forestry, steady move toward
industrialization), then substantial material rewards and subsidies are
to be obtained. If a community does not adhere to these discourses, then
it becomes an exemplar of the "weaknesses" of the forestry
sector ("backward thinking," "conflictual,"
"individualistic"), and becomes marginalized from the
development programs. Thus, becoming a "good citizen," in the
very narrow neo-liberal sense in which this term is often used in the
forestry programs we have described here, is often a matter of economic
survival for a community.
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Notes
(1) This article is based on several stays in Guerrero and Oaxaca
between 1998 and 2005. The material from Guerrero is part of an ongoing
project documenting, from an ethnographic perspective, the social and
political dynamics of the Montana region in light of important economic
changes that have taken place in that part of Guerrero since the
formation of the state in 1849, in which coffee production and forestry
have played a significant role. Interviews with CONAFOR officials,
participant observation in CONAFOR workshops, analysis of government
documentation, and long-term participant observation within communities
trying to benefit from government programs have provided the data
presented here. The data from Oaxaca were gathered through participant
observation in four forestry communities of that state, as well as
several interviews with informants from the community of San Pedro el
Alto, NGOs, government officials, and local academics carried out
between May 2004 and December 2005. This research has benefited from the
support of the Fonds quebecois de la recherche sur la societe et la
culture between 2003 and 2006.
(2) Klooster describes rentista agreemements in which private
companies use short-term permits, relationships of compadrazgo,
caciquismo, raw corruption, and direct violence to buy timber at
cutthroat prices (Guerrero 1988 in Klooster 2003, 99). According to the
CONAFOR, it means renting out their forests for a fixed price without
participating in the "aprovechamiento" (CONAFOR 2003). Bray
(2005, 335) also describes this type of forestry arrangement in detail.
(3) The policy of concessions, often to "parastatal"
companies, did not fit well into the neo-liberal paradigm. However,
consequently neo-liberal policies have created difficulties for many
CFEs (see Taylor 2001; Taylor and Zabin 2000).
(4) Neo-liberal policies have created particular difficulties for
unions of producers, such as UCEFO, of which San Pedro was once a part
(see Taylor 2001; Taylor and Zabin 2000).
(5) Attempts at separate economic projects for women with the
assistance of a local NGO failed. Respondents blamed fighting amongst
the women and conflict between the men and the women in the community
for the failure.
(6) It is also interesting to note that this comunero and indeed
almost all actors we spoke with in Oaxaca sought to fix the problem by
looking inward at the community structure, while throughout southern
Mexico and Oaxaca there are movements opposing neo-liberalism, which is
directly affecting the conditions under which the community is operating
(see Rosen forthcoming).
(7) The subtext of this sentence is that from the government's
perspective, the goal is not control of milpa-clearing fires, but rather
the elimination of slash-and-burn agriculture altogether.
MARTIN HEBERT
MICHAEL GABRIEL ROSEN
Universite Laval