Monarch Butterfly Biosphere Reserve

Country
Mexico
Inscribed in
2008
Criterion
(vii)
The conservation outlook for this site has been assessed as "significant concern" in the latest assessment cycle. Explore the Conservation Outlook Assessment for the site below. You have the option to access the summary, or the detailed assessment.
The 56,259 ha biosphere lies within rugged forested mountains about 100 km northwest of Mexico City. Every autumn, millions, perhaps a billion, butterflies from wide areas of North America return to the site and cluster on small areas of the forest reserve, colouring its trees orange and literally bending their branches under their collective weight. In the spring, these butterflies begin an 8 month migration that takes them all the way to Eastern Canada and back, during which time four successive generations are born and die. How they find their way back to their overwintering site remains a mystery. © UNESCO
© Jim Thorsell

Summary

2025 Conservation Outlook

Finalised on
11 أكتوبر 2025
Significant concern
The conservation outlook for the World Heritage site with respect to its outstanding natural phenomenon and flagship species remains of significant concern. While recent all-time lows in wintering population sizes may have been aggravated by severe weather conditions, there are broader trends of loss and degradation of breeding and feeding habitat in the United States of America and Canada due to the expansion of industrial agriculture and land development associated loss of host plants. While some of these concerns require management responses at a scale beyond the site and even national level, even the factors that can be influenced at site level are not fully under control. While illegal logging has decreased significantly thanks to increased law enforcement measures, it still occurs. While the dramatic decline in the overwintering colonies in 2013-2014 to just 0.67 ha caused serious concerns over the survival of the monarch butterfly migration phenomenon, the colonies recovered again in the years 2018 to 2023 to areas between 2.10 and 2.83 ha, though the data from the 2023-2024 season indicates another serious decline. During the 2024–2025 season, the Monarch butterfly colonies reached a surface area of 1.79 hectares, representing a 99% increase compared to the area occupied the previous year. While it is difficult to determine the trend yet, there is hope that the recovery from the all-time low can be further sustained. However, this will require stronger efforts, both locally and across the entire range of the monarch butterfly.

Current state and trend of VALUES

High Concern
While substantial progress has been achieved in reducing threats from logging, threats in the breeding and feeding habitats and along the migration in the United States of America and Canada remain of high concern. While recent all time lows in wintering population sizes may have been aggravated by severe weather conditions, there are broader trends of loss and degradation of wintering habitat, breeding habitat in the USA and Canada due to the use of herbicides, expansion of industrial agriculture and land development associated loss of host plants. While the dramatic decline in the overwintering colonies in 2013-2014 to just 0.67 ha caused serious concerns over the survival of the monarch butterfly migration phenomenon, the colonies recovered again in the years 2018 to 2023 to areas between 2.10 and 2.83 ha, though the data from the 2023-2024 season indicates another serious decline. During the 2024–2025 season, the Monarch butterfly colonies reached a surface area of 1.79 hectares, representing a 99% increase compared to the area occupied the previous year making it difficult to determine the trend. Nevertheless, there is hope that the recovery from the all-time low can be further sustained.

Overall THREATS

Very High Threat
The relatively small World Heritage site consists of vulnerable and degraded fragments of once extensive montane conifer forests. Longstanding commercial logging in the past has transformed the landscape and illegal logging is still not fully under control. The combination of ongoing habitat loss and degradation nearby but also in the butterfly's migratory route in the USA and Canada, agricultural encroachment in the surroundings, insufficiently regulated and controlled tourism and visitation amount to a very high degree of threat. Furthermore, there are serious concerns about the current and expected impacts of climate change and factors outside the World Heritage site and beyond the control of management affecting the butterfly populations. Specifically, the three primary threats to the monarch butterfly in its range in North America are the deforestation and degradation of forest by illegal logging of overwintering sites in Mexico; widespread reduction of breading habitat in the USA due to land-use changes and the decrease of this butterfly's main larval food plant (common milkweed [Asclepias syriaca]) associated with the use of glyphosate herbicide to kill weeds growing in genetically engineered, herbicide-resistant crops; and periodic extreme weather conditions throughout its range during the year, such as severe cold or cold summer or winter temperatures.

Overall PROTECTION and MANAGEMENT

Some Concern
Despite encouraging management efforts which have resulted in recent improvements in some areas, many challenges remain to the property's conservation. The best conservation strategies to augment the capacity of the monarch butterfly to respond to unpredictable and changing climate-related conditions are to protect its habitat from direct human disturbances, such as illegal logging in Mexico and habitat loss and degradation in the USA and Canada, and to restore its habitat in the three countries. A strategy needs to be devised and implemented as a matter of urgency to address the socioeconomic and environmental problems and opportunities of both the Monarch Butterfly Biosphere Reserve and the region as a whole. Long-term investment in sustainable economic activities, such as ecotourism should be better coordinated with the financial support provided by private donors and other funding sources. Significant progress has been made in this regard. Enhanced law enforcement and surveillance efforts are also notable, although a decline in institutional presence on the ground has led to some illegal activities occurring.

Full assessment

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Description of values

The most dramatic known manifestation of the phenomenon of insect migration

Criterion
(vii)
The overwintering concentration of the monarch butterfly in the property is the most dramatic manifestation of the phenomenon of insect migration. Up to a billion monarch butterflies return annually, from breeding areas as far away as Canada, to land in close-packed clusters within 14 overwintering colonies in the oyamel fir forests of central Mexico. The property protects 8 of these colonies and an estimated 70% of the total overwintering population of the monarch butterfly’s eastern population. The maintenance of the standing forest and the microclimates that they create is a key management requirement (SOUV).

Assessment information

Very High Threat
Current threats to the site’s OUV include loss and degradation of forests, ongoing illegal small-scale logging, and poorly managed tourism. Climate change impacts have already been visible, particularly through damage cause by severe weather events and higher temperatures, but concerns also exist about the longer-term impacts, including through possible reduction of suitable areas for the overwintering butterfly colonies.
Logging, Harvesting & Controlling Trees
(Legal and illegal logging)
High Threat
Inside site
, Localised(<5%)
Outside site
Mexican authorities undertake efforts to protect the site from illegal logging, which has affected the property for more than two decades. Those efforts, together with the long-term financial support from Mexican and international philanthropists and businesses to create local alternative-income generation and employment for local communities, resulted in the decrease of large-scale illegal logging. From 2000 to 2012, monitoring of forest cover of the core zone in the MBBR documented 2179 ha of total affected forest. This included 2057 ha that were illegally logged, while wind damage, insect infestations, and drought also affected the rest of the forest during this time. However, as a result of actions taken by conservation actors in Mexico, only 38 ha were illegally logged between 2012 and 2018 of 163 ha affected. More recent records indicate that between March of 2021 and April of 2022, only 13.4 ha were affected by illegal logging of a total of 58.6 ha affected; 28.7 ha were cut due to insect infestation (locally known as sanitation), 15.1 ha were affected by fires, and 1.4 was affected by drought. These data show that Illegal logging in the core zone of the MBBR has been minimized since 2012 (Rendón-Salinas et al. 2023).

The observed increase in illegal logging between 2019-2022 (approximately 13.5 ha per year) is due to the lack of institutional presence in the area and poor economic opportunities for local communities due to the COVID-19 pandemic (IUCN Consultation, 2024).

The property continues to be used by the inhabitants of the local communities to meet their socio-economic and subsistence needs; the main illegal activities that affect the property and buffer zone go beyond logging, and also include planting of avocado crops and water extraction, which are noted as extensive and increasing (State Party of Mexico, 2023).

Forestry is an activity that occurs in the buffer zone of the property; however in the Chincua-Campanario-Chivati-Huacal polygon, phytosanitary treatments have been carried out to control forest pests, which are reportedly increasing and pose a significant threat to the property's integrity (State Party of Mexico, 2023).
Recreational Activities
(Poorly regulated tourism and visitation)
High Threat
Inside site
, Scattered(5-15%)
Outside site
The site is a major tourist attraction in the region with significant potential for local economic benefits, conservation financing, and visitor education. Tourism represents an alternative for the generation of local jobs and income, as well as benefits for service providers outside the property; however, even with the measures for the implementation of regulations, it continues to be promoted as an economic generator, coming with potential threats to conservation. Digital media have facilitated the promotion of the site, which has attracted even more visitors (State Party of Mexico, 2023).

In 2018, it was reported that the six sanctuaries opened for visitors had been visited by more than 2.6 million tourists over the previous 30 years (IUCN, 2018). During 2022-2023 and 2023-2024 seasons, a total of 520,804 visitors were recorded (State Party of Mexico, 2024).

Concerns about damage and disturbance caused by tourists persist, and the numbers and behaviour of visitors threaten the monarch colonies (Vidal and Rendon-Salinas, 2014). Groups of tourists have been seen approaching the colonies too close, breaking the butterfly clusters and forcing them to move to areas nearby. This has been repeatedly documented in colonies that are open to tourists (Cerro Prieto, Sengio, El Rosario, El Capulín, La Mesa, and San Mateo Almomoloa) and in colonies not open to tourists (federal property and Michoacán state property) (Vidal and Rendon-Salinas, 2014). When the butterflies are disturbed regularly by tourists throughout the season, they are forced to fly more often and expend their energy reserves, which would affect their ability to migrate north. A code of conduct and further regulations have been developed to limit potential negative impacts, for example, through limiting the time that groups can stay in the butterfly colonies area (IUCN, 2018). Tourists may also increase the risk of accidental fires, though management authorities do not have any record of such fires having occurred (IUCN Consultation, 2024).

In 2020, in the context of the COVID-19 pandemic, the Michoacán Sanctuaries were opened where training programs were held for almost 300 tourism service providers (TSP) (State Party of Mexico, 2022). In 2023, 286 service providers were trained at the La Mesa y Capulín-Macheros sites in Estado de México, and at Sierra Chincua, Senguio, and El Rosario in Michoacán. The training covered the importance of the MBBR, biodiversity of the protected area, Monarch Butterfly life cycle, and tourism services (State Party of Mexico, 2024).
Unknown Threats
(Habitat loss and alterations within the broad range of habitats required for the life and migration cycle)
Very High Threat
Inside site
, Extent of threat not known
Outside site
Factors beyond the control of site management and even the State Party can fundamentally influence the key natural phenomenon making the site so exceptional. The monarch butterfly is susceptible to habitat disturbance, climate change, and the presence of agrochemicals throughout its range across the United States of America (USA), Canada, and Mexico, including migration corridors. Widespread reduction of the breeding habitat of the butterflies, particularly in the Corn Belt region of the USA due to land use changes and the decrease of this butterfly’s main larval food plant (common milkweed, Asclepias syriaca) associated with the use of glyphosate and other herbicides are also responsible for the dramatic decline in the number of monarchs in the hibernation colonies in Mexico (Vidal and Rendon-Salinas, 2014; Vidal et al., 2014).
Changes in Temperature Regimes, Changes in Precipitation & Hydrological Regime
(Habitat shifting/alteration)
Very High Threat
Inside site
, Throughout(>50%)
Climate change and extreme weather conditions are already affecting the World Heritage site itself, but also the butterfly's habitat across the USA and Canada. Between 2009 and 2011, 115 hectares of forest in the monarch reserve were affected by floods, strong winds, droughts, and fires, and another 29 ha were affected by drought and parasitic plants in 2012 and 2013 (Vidal et al., 2014). Severe rain, snow, and freezing temperatures caused mass mortalities of monarchs in the overwintering sites in 1981, 1992, 2002 and 2004, but particularly in 2016. A severe storm and snowfalls in March 2016 also caused severe damage to many forest areas within the property (IUCN, 2018). Of concern is also the fact that climate change might be affecting the distribution of plant species that are important for the monarch butterflies, particularly the Oyamel fir, which has been found particularly vulnerable to changing climatic conditions (Sáenz-Romero et al., 2012).

Increased high temperatures, light penetration/radiation, and lack of moisture in the soil generate water stress cause the weakening of the trees, which are also affected by the presence of forest
pests threatening the forest cover and, in turn, affect the modification of the wintering habitat of Monarch butterflies (State Party of Mexico, 2023). The effects of climate change can be significant; on the one hand, the presence of winter storms can cause mortality of Monarch butterflies, and on the other, it affects the oyamels where they perch. Increasing droughts and temperature changes can influence water stress and, as a consequence, the presence of forest pests, which in turn will cause habitat fragmentation (State Party of Mexico, 2023). In the face of climate change, the presence of forest fires has been increasing, which can put at risk the hibernation sites of the Monarch butterfly; three levels of government work in a coordinated manner in a fire management program to reduce the impacts of forest fires (State Party of Mexico, 2023).

Under global warming, these forests are predicted to slowly move up the slopes. By approximately 2090 they will run out of mountain. It will thus be necessary to create new forests outside their current geographic range: for example on mountains further east, which are higher. In response, researchers have been exploring the potential of assisted migration by planting seedlings grown from seeds from existing sacred fir populations to new sites whose climate by 2060 is predicted to become similar to that at today’s overwintering sites due to global warming (Sáenz-Romero et al. 2024).
Terrestrial Animal Farming, Ranching & Herding
(Livestock farming/grazing)
High Threat
Inside site
, Extent of threat not known
Outside site
Agricultural use continues to threaten the World Heritage site in multiple ways. Land conversion continues to occur in the buffer zone and in nearby areas caused by the expansion of farmland; there is also the presence of free grazing in some areas of the property (State Party of Mexico, 2023). Agricultural encroachment in the buffer zones reduces the extent of available forest habitat required by the butterfly colonies. Grazing and associated intentional burning increases the risk of forest fires. Furthermore, water diversion for agriculture is reported to be a concern (Brower, 2013; UNEP-WCMC, 2011). The situation is complicated due to the tenure arrangements which include land rights within the site. The forests in the buffer zones have been, and continue to be, degraded significantly by unsustainable forest exploitation, fires, grazing, and agricultural expansion, all of which would eventually play a key role in further degrading the already degraded and particularly vulnerable core zones (Vidal et al., 2014).
High Threat
Factors beyond the control of site management and even the State Party can fundamentally influence the key natural phenomenon making the site so exceptional. The monarch butterflies are susceptible to habitat disturbance, climate change, and the presence of agrochemicals throughout their range in the United States of America, Canada, and Mexico, including migration corridors. The latent threat of mining activity in the buffer zone or nearby areas remains of concern.
Mining & Quarrying
(Mining/ Quarrying)
High Threat
Outside site
There have been several attempts (2005, 2007, 2013) by the mining company Sociedad Industrial Minera Mexico (“Proyecto Angangueo”) to re-activate the exploitation of copper, zinc, silver and gold in the vicinity of the World Heritage site and within the Monarch Butterfly Biosphere Reserve (which is larger than the World Heritage site). The most recent IUCN Reactive Monitoring mission to the site (in 2018) confirmed the position of CONANP that no authorization for mining with the Biosphere Reserve will be given. However, the threat remains as a number of mining concessions overlap with the World Heritage site and discussions about potential reopening of the Angangueo mine continued as of 2018 (IUCN, 2018). Nevertheless, the Angangueo Project, located in the municipality of Mineral de Angangueo, Michoacán, within the buffer zone of the Site, does not have authorization for land use change, and therefore cannot carry out any mining activities (State Party of Mexico, 2024).

As of 2023, the presence of mining still remains a potential in the buffer zone of the property (State Party of Mexico, 2023).
Involvement of stakeholders and rightsholders, including indigenous peoples and local communities, in decision-making processes
Some Concern
Almost all of the World Heritage site is located on communal lands or private property; therefore, conservation and management programs must be implemented through cooperative activities with the landowners. Considerable efforts have been underway to promote alternative livelihood projects, environmental education and training, compensation schemes for conservation, reforestation, and voluntary surveillance to halt illegal logging (Vidal and Rendon-Salinas, 2014; Vidal et al., 2014; State Party of Mexico, 2011; IUCN, 2018). The government's payment for environmental services, and the financial support from Mexican and international philanthropists and businesses that helped to create alternative incomes and employment for local communities, together with the Monarch Fund, have played a key role to reduce illegal logging by providing incentives for the communities to protect their forests.

The Trust for the Conservation of the Monarch Butterfly is an initiative of WWF and the Mexican Fund for the Conservation of Nature, A. C. (FMCN), in coordination with the Ministry of the Environment and the governments of Michoacán and the State of Mexico. The MF is a financial mechanism that provides economic incentives to the owners of properties in the core zone of the MBBR to not harvest the forest and to engage in forest conservation. It is based on a capital investment of 7.5 million dollars. Its implementation was and continues to be a fundamental tool for MBBR conservation and management. From 2003 to 2008, owners of 17 of the 38 properties that are within the core zone received incentives for not using the forest for wood (US$12 per m3 not used). Owners of 14 properties received incentives for conservation (US$10/ha). During this time, the MF distributed US$1.36 M. Beginning in 2009, the FMCN and the National Forestry Commission (CONAFOR) agreed
to implement ‘Competing Funds’, adding to the MF incentives with payments from CONAFOR Environmental Hydrological Services. These funds currently benefit owners of 33 properties of the core
zone. To date, US$5.17 M have been granted in total through these combined payment for ecosystem services strategies (Rendón-Salinas et al. 2023).

Nevertheless, conflicts remain in terms of the use of the "ejido" lands within the World Heritage site. Given widespread rural poverty, incentives to log and collect firewood remain high, although illegal logging has declined significantly since 2012 (Rendón-Salinas et al. 2023).

About 27,000 people live in 80 agrarian communities within the reserve's buffer zones and more than 1 million people live around the reserve (IUCN Consultation, 2024). Formerly based on mining and forestry, the economy of the monarch butterfly region faces serious economic challenges, mostly in the form of scarce and poorly paid jobs (Vidal et al., 2014). Dire regional social and economic problems remain, and they must be addressed to ensure the reserve's long-term conservation. Local communities receive economic benefits from the collection of entrance fees to the Monarch Butterfly Sanctuaries (State Party of Mexico, 2023), though there are concerns about benefit-sharing in the realm of tourism.
Legal framework
Some Concern
Building upon earlier national designations, in 2000, the "Reserva de la Biosfera Mariposa Monarca" was established and in 2006 the same area was formally designated as a biosphere reserve under UNESCO's Man and the Biosphere (MAB) Programme. In 2008, the cores zones of the biosphere reserve were inscribed as a World Heritage site.

Of 19 butterfly colonies reported to date, 14 are in the federal Biosphere Reserve and thus protected, 3 are in a protected area in Estado de Mexico, and 2 are in Michoacán state and not protected (Vidal and Rendon-Salinas, 2014). According to Rendón-Salinas et al. (2023) monarch butterflies in Mexico have formed 7–14 colonies every year, during the last 10 years, regardless of
how large the total occupied forest area is in a given year. The latest record, in December 2022, documented 11 colonies, three in Michoacán and eight in the State of Mexico, which occupied a total area of 2.21 ha of forest. Six colonies (1.52 ha) were located within the MBBR, while five (0.69 ha) were located outside of the Reserve. To date, scientists have documented 13 sanctuaries and 23 colonies in the region in total. An adequate legal framework for maintaining the OUV including conditions of Authenticity and/or Integrity of the World Heritage property exists but there are some deficiencies in implementation, with lack of resources and capacity to enforce legislation being a main concern (State Party of Mexico, 2023). The legal framework (legislation or regulations) is applied by various institutions, from the federal, state or municipal government; the site management authorities contribute and issue technical opinions before the competent agencies for the implementation of actions aimed at managing resources and productive activities. Strengthening of the institutions is required for the application of the legal framework that would allow for a better management and administration of the property (State Party of Mexico, 2023).
Governance arrangements
Some Concern
The MBBR is an interesting example of community based natural resource management (CBNRM) as a large percentage (80%) of the protected area is under some form of community or collective management; there are over 100 settlements with territory in the zone. There are four types of land tenure in the reserve: federal lands, private lands, indigenous communities, and ejidos. Overall, the property is managed by Comisión Nacional de Áreas Naturales Protegidas (CONANP). In addition, 13 NGOs and academic institutions and the Monarch Butterfly Trust Fund (co-managed by the Mexican Fund for Nature and WWF-Mexico) provide inputs to management. An Advisory Council, made up of 21 representatives of rural cooperatives, communities and NGOs, assists CONANP in implementing the Management Program and Annual Operational Plans

Mexican environmental law only allows the National Commission of Protected Areas to make final decisions, thus, true participative management, defined as effective citizen power, including in the decision-making processes between citizens and institutions, is not legally recognized in the country. However, some mechanisms exist to enhance participation. The Monarch Fund, which pays for environmental services, has helped to improve acceptance of the protected area, even though opportunity costs are not fully covered. In the process of establishing leadership, NGOs play a central role as valid intermediaries between institutional and local resident stakeholders, working for increased social participation. However, strengthening social participation is limited by the characteristics of Mexican social organizations, ejidos and comunidades, in which three social classes exist with different rights pertaining to each category. Nevertheless, micro-regional councils and the consultative council make a long-term relationship between stakeholders possible; every inhabitant, regardless of social status, can take part in the process (Catalán, 2015). These elements demonstrate that the governance arrangements are somewhat effective but could be further improved.
Integration into local, regional and national planning systems (including sea/landscape connectivity)
Mostly Effective
An Advisory Council, made up of 21 representatives of rural cooperatives, communities and NGOs, assists CONANP in implementing the Management Program and Annual Operational Plans. At a broader scale, a Regional Committee integrates the efforts of the States of Michoacán and México and 27 municipalities in developing and implementing a regional land use plan (IUCN, 2008). Besides regional and national coordination, international cooperation is also an important factor for the conservation of this site. A Trinational Working Group, established by Canada, Mexico and the USA in 2014, developed short- and long-term targets and activities for preservation of the migration of the monarch butterfly (State Party of Mexico, 2017). Cooperation between the three countries continues under the framework of the North American Commission for Environmental Cooperation (CEC).
Boundaries
Some Concern
The site’s boundaries are defined by the Presidential Decree that established the biosphere reserve at the national level in 2000. The three defined core zones of the biosphere reserve constitute the World Heritage property, while the two buffer zones of the biosphere reserve also serve as the buffer zones of the property. Jointly, the core zones cover 14 of the historically-recorded overwintering colonies of the eastern population of the Monarch Butterfly. The remaining populations hibernate in 5 colonies outside the World Heritage site and some colonies have been lost altogether (Brower, 2013; Vidal and Rendon-Salinas, 2014; Vidal et al., 2014). While the boundaries of the World Heritage site are adequate for the protection of around 80% of the overwintering population of the monarch butterfly, the overwintering colonies outside the site should be considered as a serial extension in the future, particularly in the face of changing climatic conditions (IUCN, 2018). Nevertheless, it is important to note that the colonies located outside the biosphere reserve are within the Natural Resource Protected Area of the river valleys of Valle de Bravo, Malacatepec, Tilostoc and Temascaltepec, and the Protected Area for Flora and Fauna of Nevado de Toluca. The boundaries and buffer zone of the property are known and recognized by management authorities and local communities/users, but they could be improved to support the protection of the OUV (State Party of Mexico, 2023).
Overlapping international designations
Data Deficient
Since 2006, the property is a Biosphere Reserve as part of the Man and the Biosphere (MAB) program of UNESCO. The World Heritage Site Manager also manages this designation/programme (State Party of Mexico, 2023) so it can be expected that there is a high level of coordination between the BR and the WH site management activities, although there is no reference to World Heritage in the current Biosphere Reserve management plan.
Implementation of World Heritage Committee decisions and recommendations
Some Concern
Recent World Heritage Committee decisions include requests related to continuing efforts to combat illegal logging and agricultural encroachment, updating of the management program, ensuring that no mining activities are permitted within the World Heritage site or in its vicinity, and increasing trinational cooperation with Canada and the USA to minimize threats to the monarch butterflies along their migration route. Measures to address these requests are ongoing, however, their effectiveness will need to be further evaluated at a later stage. Work is being done on the implementation of actions to address the Committee's recommendations, under a coordination of the different actors involved in the conservation, surveillance, monitoring and management of the property in order to facilitate the achievement of the expected results (State Party of Mexico, 2023).
Climate action
Highly Effective
The Climate Change Adaptation Program has been developed in the Monarch Butterfly Biosphere Reserve, which seeks to be a planning instrument that supports and guides the implementation of adaptation measures to reduce the vulnerability of ecosystems and the population that lives in the protected area and its surroundings (State Party of Mexico, 2023). Work is underway in various projects to tackle the predicted impacts on the monarch butterflies from climate change, for example through assisted migration (Sáenz-Romero et al. 2024). There is also restoration occurring within the property and in the BR as a whole. During the rainy season, from June to September 2023, reforestation was carried out on 1,553 hectares in the Monarch Butterfly Biosphere Reserve. This involved planting 1,674,300 oyamel (Abies religiosa) and smooth pine (Pinus pseudostrobus) trees on sites affected primarily by illegal logging, pests, and forest fires. Of this area, 95 hectares were in the buffer zone, and the remainder was within the core zone of the World Heritage Site. The Government of the Estado de México, through PROBOSQUE, annually implements the EDOMÉX PROCARBONO Program, which aims to maintain or increase carbon storage in trees of forest plantations that are at least four years old and intended for timber production. This program supports actions for the management, protection, and conservation of forest-covered lands. In 2023, support was provided to nine properties covering 71 hectares (Table 14) with an amount of $106,500.00 MXN for the capture and storage of carbon dioxide (CO2) in the trees (State Party of Mexico, 2024). Fire management is also an ongoing aspect of site-level climate action. During the 2023-2024 period, actions were implemented for fire management through the dissemination of the Mexican Official Standard NOM-015-SEMARNAT/SAGARPA-2007, which establishes technical specifications for the use of fire in forest lands and agricultural lands. This was communicated to 18 municipal technicians from the AGROSANO program under the Government of the State of Michoacán, with the aim and commitment to replicate this standard with the communities in the municipalities where each technician is assigned. Furthermore, in partnership with Alternare A. C., the project titled "Conservation in the MBBR and the Sierra de Manantlán Biosphere Reserve" was implemented through cooperation alliances, capacity building, and intersectoral experience exchange, with the
goal of exchanging experiences and developing a communication strategy to promote mitigation actions against climate change effects in NPAs. Additionally, a multimedia communication strategy was designed to promote the implementation of conservation actions and address the vulnerability of the Monarch butterfly hibernation forests to climate change effects from a community perspective (State Party of Mexico, 2024).
Management plan and overall management system
Some Concern
Management is guided by a Management Program, a general document that lays out policies on sustainable development, wildlife management, public use, scientific research and monitoring, operations and law enforcement, rather than specific prescriptions for management. The document forms the basis for the Annual Operational Plans that are used to guide the day-to-day management activities of the many organizations involved (IUCN, 2008; State Party of Mexico, 2011; 2023). Management policies are based in the National Program for Natural Protected Areas.

The designation of the Monarch Butterfly Biosphere Reserve as a World Heritage property brings with it a certain level of stability and privilege in terms of financial and human resources, a clear legal framework, and staff with relevant expertise and experience to manage the site (IUCN Consultation, 2024). There is appropriate coordination between the relevant governmental and non-governmental actors involved in the property's management, including the participation of research organizations, and community participation, where relevant. Nevertheless, additional human, financial and technical resources would benefit its management. Recent reporting by the State Party indicates that many key factors related to the overall management system are positive and in a stable trend, with the exception of financial resources which are decreasing (State Party of Mexico, 2023). There is coordination between the range of administrative bodies involved in the management of the property, but it could be improved, and the management program has only been partially implemented and could be improved to fully protect the OUV (State Party of Mexico, 2023). There is also a need to update the current management program and consider establishing a working group to address management issues according to the competencies of the various administrative bodies to improve management coordination (State Party of Mexico, 2023).
Law enforcement
Mostly Effective
The Federal Attorney for Environmental Protection (PROFEPA), an autonomous body of SEMARNAT, is responsible for overseeing and evaluating compliance with applicable legal provisions for the restoration, preservation, and protection of natural resources through inspections and operations, handling public complaints, and promoting social participation in environmental protection and defense matters (State Party of Mexico, 2024). In terms of preventing and combating illegal logging, coordinated surveillance is conducted between PROFEPA, the MBBR Directorate, the National Guard, the Civil Guard through the Forest and Environmental Group, and the Environmental Surveillance Committees of the Agrarian Nuclei (ejidos and communities) (State Party of Mexico, 2024). Through PROREST, seven community monitoring and surveillance committees were established and trained in 2023 in the localities of San Pablo Malacatepec, San Juan Xoconusco, and La Mesa in Estado de México, and San Juan Zitácuaro, San Cristóbal, Nicolás Romero, and Jesús de Nazareno in the State of Michoacán. These committees perform concrete actions over 1,400 hectares of the site and its buffer zone. In 2024, two additional committees were formed in San Cristóbal and Jesús de Nazareno in the State of Michoacán to supervise 600 hectares. Patrols are regulary carried out by the MBBR Directorate, in coordination with PROFEPA and the National Guard to deter environmental crimes, addressing support requests from representatives of different ejidos, localities, and communities, with collaboration and participation from various government agencies. In response to the severe deforestation and land-use change issues in Michoacán, the state government has implemented a satellite surveillance system known as Forest Guardian. This system is designed as an effective solution to monitor and report illegal land-use activities. The Forest Guardian system will notify the relevant authorities of these alerts and information, enabling them to act within their jurisdiction. It facilitates immediate action by mobilizing authorities and local communities to prevent further environmental damage (State Party of Mexico, 2024).

Overall, due to the above measures, illegal logging has significantly decreased since 2012, however, it still occurs (Rendón-Salinas et al. 2023). In recent years (2019-2022), illegal logging has affected approximately 13.5 ha per year. The observed slight increase recently is partially due to the lack of institutional presence in the area (IUCN Consultation, 2024).

Sustainable finance
Some Concern
Financing has been provided by several federal, state and international sources from governments, private sector, philanthropists and civil society. The Monarch Butterfly Fund (MBF), established and managed by the Mexican Fund for Nature and WWF-Mexico has a long term endowment which has been supported by the federal and state governments, civil society (international and national), and individual donors (State Party of Mexico, 2011; WWF, n.d.). The budget is mainly composed of direct fiscal resources allocated by the federal government to CONANP and funds from the Natural Protected Areas Fund (FANP), which is funded by civil society organizations. In addition, two key grant programs are implemented: the Conservation Program for Sustainable Development (PROCODES), which supports conservation and sustainable development projects with community participation, and the Program for the Protection and Restoration of Ecosystems and Priority Species (PROREST), which focuses on the recovery of degraded sites. Recently, the property has benefited from external resources through the Conservation and Sustainable Use in Mountains and Sierras (COSMOS) project, a cooperative initiative between Mexico and Germany that strengthens the sustainable management of the territory. This diversity of funding sources allows the biosphere reserve to carry out its conservation activities, though some challenges exist in terms of inter-institutional coordination. Recent reporting by the State Party has indicated a decline in financial resources allocated to the property (State Party of Mexico, 2023), and at the national level, additional financial resources dedicated to the management of World Heritage properties and the protection of their OUV would be of benefit (IUCN Consultation, 2024).
Staff capacity, training and development
Some Concern
Several programs have contributed to staff training and development, but given that several federal and state government institutions, and civil society organizations are involved in management, the training and development of staff remains a challenge. This holds true in particular with regards to specialized capacities for monitoring of the butterfly overwintering colonies, tourism, and visitor management (IUCN, 2008; State Party of Mexico, 2011). Recent reporting by the State Party indicates that levels of management capacity and training is poor in a number of areas, including environmental sustainability, community participation and inclusion, and risk preparedness, among others (State Party of Mexico, 2023). At the local level, some training is implemented for managers and training for local communities on various topics, increasing governance for the conservation of the property (State Party of Mexico, 2023).

Currently the MBBR has 8 staff members including the director, deputy director, protected natural area analyst, professional coordinator, executive professionals, tourism technician and a legal advisor (State Party of Mexico, 2024).
Education and interpretation programmes
Mostly Effective
The Environmental Education Program in the MBBR is divided into three major segments: Workshops and talks in primary schools, secondary schools, and high schools; Awareness workshops and talks for communities and ejidos, as well as participation in events to spread the importance of the protected area; Workshops and training sessions for local tourism service providers, covering various topics of interest related to the MBBR (State Party of Mexico, 2024). Furthermore, there is extensive outreach ongoing through various communication channels. For example, in February 2024, an agreement was established with Radiodifusora XHTUMI “La voz de la Sierra Oriente” 1010 AM/107.9 FM, part of the Indigenous Cultural Broadcasting System, to broadcast a program every Friday called “Alas Viajeras.” This program aims to disseminate information about the importance of the MBBR and the actions being taken for the conservation of the site. However, a more specific approach to sharing the importance of the World Heritage site and it's OUV could further strengthen education and outreach.
Tourism and visitation management
Some Concern
While some concerns remain about possible negative impacts of tourism on the overwintering colonies due to disturbance by visitors, a code of conduct and further regulations have been developed to better manage visitation (IUCN, 2018). The park's rest stations have been updated, local providers and guides have been trained, and in 2024, the study on carrying capacity and limits of acceptable change in El Rosario and Sierra Chincua Sanctuaries was updated; the property's management team also has a protocol to support the sanctuaries during the visitation season (State Party of Mexico, 2024). No new tourism infrastructure has been developed in recent years, and maintenance has been undertaken on existing infrastructure; the infrastructure that exists supports the regulation of tourism in the Monarch Butterfly hibernation sites by controlling access and offering services to visitors (State Party of Mexico, 2023). Despite having a a strategy to manage visitors, tourism activity and its derived impacts on the World Heritage property, it is not being fully implemented (State Party of Mexico, 2023).
Sustainable use
Mostly Effective
Significant funding has been provided to work with local and Indigenous communities in the core and buffer zones of the biosphere reserve to develop a wide range of activities as alternatives to logging in the World Heritage site (State Party of Mexico, 2011; 2024). Financial support by national and international organizations and private sector is significant and has resulted in the development of various programmes and funds including the Conservation Program for Sustainable Development (PROCODES), the Program for the Protection and Restoration of Priority Ecosystems and Species (PROREST) and Payment for Environmental Services through the Monarch Butterfly Fund. Furthermore, the government of the State of Michoacán, through the Michoacán State Forestry Commission (COFOM) in collaboration with CONAFOR, implemented the Hydrological Environmental Services Payment Program in 2023 to address the demand for water by the inhabitants of the towns in the region of the property for domestic use and for crops.

Avocado crops take place in the Buffer Zone, where productive activities undertaken by the local communities are permissible and compatible with the Decree and the Management Program of the Natural Protected Area (NPA) and the World Heritage Site and its buffer zone. However, in 2023, inspections conducted by the Federal Attorney for Environmental Protection (PROFEPA) in plots designated for avocado cultivation identified eight unauthorized crops for land use change, which were subsequently shut down (State Party of Mexico, 2024), demonstrating further need to enhance support for alternative livelihoods.
Monitoring
Highly Effective
Since 2001, CONANP, the Monarch Fund, and WWF have conducted annual monitoring to determine changes in forest cover in the core zone of the Monarch Butterfly Biosphere Reserve (MBBR) through the "Monitoring, Reporting, and Verification (MRV)" system. This system supports the allocation of economic incentives from the Monarch Fund and benefits the owners of these forests. A multidisciplinary group consisting of CONAFOR, the Federal Attorney for Environmental Protection, the Monarch Fund, the Institute of Biology of UNAM, and the MBBR Directorate, conducts field verification visits to points showing changes in forest cover in the core zone of the MBBR. Since 2003, CONANP, in coordination with the WWF-Telmex Telcel Foundation Alliance, has defined the methodology for measuring the forest area occupied by Monarch butterfly colonies, which continues to be used currently. Monitoring is conducted within the MBBR polygon, as well as in the Nevado de Toluca Flora and Fauna Protection Area (APFF), the Cuencas de los Ríos Valle de Bravo, Malacatepec, Tilostoc, and Temascaltepec Natural Resources Protection Area (APRN), and the Iztaccíhuatl Popocatépetl National Park (PN) influence zone, in addition to sites outside of NPA (State Party of Mexico, 2024).

The National Monarch Butterfly Monitoring Network is an initiative coordinated by CONANP in collaboration with various government institutions, academia, and civil society to track the monarch butterfly in natural protected areas (NPA) during its migratory route. The initiative encompasses four regional networks of protected areas: Center, Northeast, Northwest, and West, through which both autumn and spring migration are monitored across the northern and central regions of the country. The monitoring includes identifying sites of passage, roosting, and feeding along the
territories crossed by the monarch butterfly. In each of the natural protected areas that are part of the network, conservation actions for the ecosystems are implemented (State Party of Mexico, 2024).

Monitoring efforts take place for the area occupied by the Monarch butterfly in the hibernation sites and in forested areas in the core zone to determine the change in forest cover. The Permanent System of Evaluation of the Management Effectiveness of the Natural Protected Areas of Mexico is applied, its objective being the integral systematic evaluation of the effectiveness in the management of the federal NPA of Mexico (State Party of Mexico, 2023).

Furthermore, during 2023-2024, 11 projects were carried out for the monitoring of terrestrial vertebrates: five in the Estado de México in the municipalities of Donato Guerra, San José del Rincón, and Villa de Allende, and six in Michoacán in the municipalities of Zitácuaro, Ocampo, and Angangueo. It is important to highlight the work of community monitors who have recorded the presence and distribution of wildlife (State Party of Mexico, 2024).
Research
Highly Effective
The overwintering sites were a scientific mystery until 1975 when, after decades of butterfly tagging a site was last found on Cerro Pelón. Many studies have ensued, from North American universities, and more recently by Mexican scientists and conservation organizations (Vidal and Rendon-Salinas, 2014). The butterfly species has prompted research into migration ecology, pest suppression, geo-magnetism and other factors influencing orientation, and their use as environmental indicators over its migration range (UNEP-WCMC, 2011). The two current main lines of research are (1) analysis of forest change in the core area of the property, and (2) forest area occupied by monarch butterfly colonies in Mexico during hibernation; the State Party considers it necessary to generate new lines of research, especially those associated with the effects of climate change on the property, and the impacts of tourism on hibernation sites (State Party of Mexico, 2023).

The MBBR Directorate has received seven requests to carry out various research projects within the MBBR, four in 2023 and three so far in 2024. The requests come from three national institutions and one international institution. Scientific publications about the MBBR are regularly published in international journals (State Party of Mexico, 2024).
Effectiveness of management system and governance in addressing threats outside the site
Some Concern
The most significant threats to the World Heritage site originate from outside its boundaries and even the State Party of Mexico. The most important threat (destruction of breeding, feeding and migratory habitat) originate across the migratory route of the monarch, particularly in the USA. The State Party of Mexico is actively engaging in trilateral cooperation with Canada and the USA, in accordance with the Action Plan for the Conservation of the Monarch Butterfly in Mexico 2018–2024 and the Trilateral Scientific Committee for the Conservation of the Monarch Butterfly.
To protect and recover the Monarch Butterfly migration phenomenon, a series of coordinated measures among the three countries involved in its life cycle are necessary and it is crucial to follow up on conservation programs for reproductive and hibernation habitats to protect and restore fir forests in Mexico, as well as breeding and feeding areas in the United States and Canada. A trinational strategy is required, including regulatory policies, environmental education programs, and collaboration with productive sectors. This strategy is essential for gradually reducing the use of agrochemicals and promoting sustainable agricultural practices. Additionally, priority research is needed to better understand the impacts of agrochemicals and climate change across the three countries. Collaboration and data exchange between scientific and governmental institutions are fundamental for effectively understanding and addressing these issues. As a result of the Trilateral Scientific Committee meeting in 2024, short- and medium-term actions were prioritized to strengthen and consolidate the conservation of the Monarch Butterfly in hibernation sites, migration routes, and breeding sites. The objectives include increasing protection and restoration of critical habitats, reducing the use of harmful agrochemicals, promoting sustainable agricultural practices in key migratory route sites, enhancing the resilience of the Monarch Butterfly and its habitat to climate change through the conservation and restoration of priority habitats, raising public awareness
about its importance and the need to conserve its habitat through educational and awareness campaigns, and strengthening international cooperation and collaboration among the three countries to address cross-border threats and reinforce policies and regulations related to its conservation at international, national, and regional levels.
As part of an effort among Mexico, the United States, and Canada, the Monarch Blitz initiative has been implemented since 2017. This campaign aims to gather trinational efforts to safeguard the Monarch Butterfly (Danaus plexippus). This initiative seeks to have people across North America locate Asclepias and examine them for eggs, larvae, chrysalises, and adult Monarchs, and report their observations over a ten-year period (State Party of Mexico, 2024).
Effectiveness of management system and governance in addressing threats inside the site
Data Deficient
CONANP has been undertaking an evaluation of the management effectiveness of all or most federal protected areas, through its Sistema de Informacion, Monitoreo y Evaluacion para la Conservacion (SIMEC, https://simec.conanp.gob.mx/evaluacion). However, no information specifically on this particular protected area is available.
Despite encouraging management efforts which have resulted in recent improvements in some areas, many challenges remain to the property's conservation. The best conservation strategies to augment the capacity of the monarch butterfly to respond to unpredictable and changing climate-related conditions are to protect its habitat from direct human disturbances, such as illegal logging in Mexico and habitat loss and degradation in the USA and Canada, and to restore its habitat in the three countries. A strategy needs to be devised and implemented as a matter of urgency to address the socioeconomic and environmental problems and opportunities of both the Monarch Butterfly Biosphere Reserve and the region as a whole. Long-term investment in sustainable economic activities, such as ecotourism should be better coordinated with the financial support provided by private donors and other funding sources. Significant progress has been made in this regard. Enhanced law enforcement and surveillance efforts are also notable, although a decline in institutional presence on the ground has led to some illegal activities occurring.
Good practice examples
The creation of the Monarch Butterfly Collective Seal Products program (see www.monarcasustentable.com.mx) identifies products that are made in a sustainable way. Until the present day, eight social entrepreneurs have been registered under the intellectual property authorities, strengthening the long term operation of the endeavour. By purchasing these products, visitors contribute to conserving the monarch butterfly's hibernation habitat, while supporting economic development of local artisans and producers (UNESCO Periodic Report, 2023).

The most dramatic known manifestation of the phenomenon of insect migration

High Concern
Trend
Stable
While substantial progress has been achieved in reducing threats from logging, threats in the breeding and feeding habitats and along the migration in the United States of America and Canada remain of high concern. While recent all time lows in wintering population sizes may have been aggravated by severe weather conditions, there are broader trends of loss and degradation of wintering habitat, breeding habitat in the United States of America and Canada due to the use of herbicides, expansion of industrial agriculture and land development associated loss of host plants (Brower, 2012; Vidal and Rendon-Salinas, 2014). While the dramatic decline in the overwintering colonies in 2013-2014 to just 0.67 ha caused serious concerns over the survival of the monarch butterfly migration phenomenon, the colonies recovered again in the following years to 4.01 ha in 2015-2016, although then slightly declined again in 2016-2017 (2.91 ha) and in 2017-2018 (2.48 ha) (State Party of Mexico, 2018). In the 2018-2019 season, the area of occurrence of the monarch butterfly population reached 6.05 ha; however, in the 2019-2020 and 2020-2021 seasons, it decreased to 2.83 ha and 2.10 ha, respectively. Although in 2021-2022 the area of occurrence increased slightly to 2.84 ha, in 2022-2023 it decreased to 2.21 ha (Rendón-Salinas et al. 2024) and in 2023-2024 it had the second lowest recorded area of 0.9 ha, behind the 2013-2014 season (IUCN Consultation, 2024). During the 2024–2025 season, the Monarch butterfly colonies reached a surface area of 1.79 hectares, representing a 99% increase compared to the area occupied the previous year (Rendón-Salinas et al., 2024). Therefore, the property managers will continue monitoring, in order to clearly assess, whether there is an improvement or a deterioration of the value.
Assessment of the current state and trend of World Heritage values
Stable
While substantial progress has been achieved in reducing threats from logging, threats in the breeding and feeding habitats and along the migration in the United States of America and Canada remain of high concern. While recent all time lows in wintering population sizes may have been aggravated by severe weather conditions, there are broader trends of loss and degradation of wintering habitat, breeding habitat in the USA and Canada due to the use of herbicides, expansion of industrial agriculture and land development associated loss of host plants. While the dramatic decline in the overwintering colonies in 2013-2014 to just 0.67 ha caused serious concerns over the survival of the monarch butterfly migration phenomenon, the colonies recovered again in the years 2018 to 2023 to areas between 2.10 and 2.83 ha, though the data from the 2023-2024 season indicates another serious decline. During the 2024–2025 season, the Monarch butterfly colonies reached a surface area of 1.79 hectares, representing a 99% increase compared to the area occupied the previous year making it difficult to determine the trend. Nevertheless, there is hope that the recovery from the all-time low can be further sustained.

Additional information

Importance for research
The numerous studies on the species and its migration, as well as on working with the local ejidos and indigenous communities, have provided scientific insights into several fields, such as plant-animal interactions, migration ecology, interactions among stake-holders, etc.
Outdoor recreation and tourism
Visitation to the site is significant and growing, and is an important source of income for local communities through the collection of entrance fees and the sale of locally-made products. Visitation to the site also benefits the regional and national tourism industry though its importance is relatively small compared to other tourism attractions.
Factors negatively affecting provision of this benefit
Climate change
Impact level - High
Trend - Continuing
The effects of climate change may have impacts on the property and its benefits.
Water provision (importance for water quantity and quality)
The protection of watersheds upstream of communities and dams in the buffer zones is an important benefit, especially in the face of climate change (Caranza Sanchez, 2010). This include large neighbouring cities such as Toluca and even Mexico City.
Factors negatively affecting provision of this benefit
Climate change
Impact level - High
Trend - Continuing
There is no expansion of the agricultural frontier; however, in areas where free-range grazing takes place, it leads to persistent soil compaction, resulting in the loss of vegetation cover and a reduction in porosity. This increases the soil’s susceptibility to wind and water erosion and weakens infiltration and the recharge of aquifers. Furthermore, livestock excrement and urine contribute excessive organic loads and nutrients that, through leaching, may reach surface and groundwater bodies, thereby compromising water quality and the associated ecosystem services.
The World Heritage site provides significant benefits as a major touristic and scientific resource in the region, providing some economic benefits to local communities, and through watershed protection which is of importance to communities in the buffer zones of the site and to millions of people in nearby cities, including Mexico City.
Organization Brief description of Active Projects Website
1 Alliance WWF-Telcel and Alliance WWF-Carlos Slim Foundation, Yves Rocher Mexico and France, WWF & Fondo Mexicano para la Conservación de la Naturaleza, A.C. (FMCN) WBF, Biocenosis WWF-Telcel and WWF-Carlos Slim alliances – and their many national and international partners, have since 2003 support numerous sustainable development projects on communal tree nurseries, reforestation, eco-tourism, communal local surveillance, making and selling of handicrafts, etc., as well as monitoring of forest cover and monarch butterfly colonies. Monarch Butterfly Trust Fund Training of guides; training of environmental education teachers.
http://www.wwf.org.mx/ www.biocenosis.org.mx www.fundacioncarlosslim.org
2 MBF, CONAFOR Payments to landowners as compensation for conservation of private lands within the property; and reforestation.
www.monarchbutterflyfund.org www.conafor.gob.mx
3 Fondo Mexicano para la Conservación de la Naturaleza, A.C. (FMCN) Restoration of landslide and erosion areas.
http://fmcn.org/
4 FONATUR Improvement of tourism infrastructure in the buffer zone of the biosphere reserve.
www.fonatur.gob.mx
5 CONANP/ PROCODES, PET, PROREST Sustainable tourism program, which supports the development of infrastructure and training of local communities inside the property.
http://www.conanp.gob.mx/acciones/procodes.php
6 Commission for Environmental Cooperation of North America (CEC; U.S.A, Canada, and Mexico) Development and implementation of the North American Monarch Conservation Plan with a focus on (1) prevention of threats, mitigation, and control; (2) innovative cooperative agreements; (3) research, monitoring, evaluation and development of reports; and (4) education, training, and capacity building.
http://www.cec.org/
7 PROFEPA, MBF, PROREST Development of voluntary surveillance brigades to halt illegal deforestation.
http://www.profepa.gob.mx/, http://www.conanp.gob.mx/acciones/procodes.php
8 Donor: KfW Development Bank; Partners: National Commission of Natural Protected Areas (CONANP) National Commission for the Use and Knowledge of Biodiversity (CONABIO) Development of voluntary surveillance brigades to halt illegal deforestation. Diagnosis and implementation of best production practices.
https://fmcn.org/es/proyectos/cosmos
9 CONANP Reforestation of 100,000 Abies religiosa, and installation of 20 pollinator gardens in schools in the core area
10 Dior, UNESCO Design and Digital Platforms and installation of Signage Content Development of marketing strategies for productive projects of the Sello Colectivo Mariposa Monarca
https://www.unesco.org/es/articles/la-unesco-y-dior-se-unen-para-apoyar-las-comunidades-y-proteger-la-reserva-de-biosfera-de-la#:~:text=La%20UNESCO%20y%20la%20firma,la%20Mariposa%20Monarca%20en%20M%C3%A9xico.

References

References
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Brower, L.P. 2013. Trip to the Monarch Butterfly overwintering site in Mexico (16 – 23 February 2013).
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Indigenous Heritage values

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