MAFE Marketing & Enterprise Program (MEP)

Mid-Phase Report on Activities, Achievements and Prospects

 

Strategic species, potential product and by-product uses and marketing,

raw materials procurement, process monitoring and adaptive research,

 qualitative and quantitative analysis,

environmental impact and economic assessment

 

November 2001

 

J.H. Pratt &

L.B. Satali, Enterprise Development and Training Agency  (EDETA)

 

Companion documents:

 

1.               MAFE Dossier on Mechanical Oil Extraction Systems

November 2001

University of Malawi Bunda College of Agriculture (BCA)

Agricultural Engineering Department Reports:

Ø      Design Modifications to Sundhara Sayari Oil Expeller for Moringa Oleifera and other Agroforestry Tree Seeds

Ø      Oil  Extraction ….. using Tinytech Expeller

Ø      Optimization of Oil Extraction from

Moringa Oleifera, Trichilia Emetica and Jatropha curcas

using Ram and Spindle Presses

H.F. Mbeza, M. Chawala & K. Nyirenda

 

2.    Malawi Bureau of Standards (MBS) Qualitative/Quantitative Assessment of Plant Oils (MAFE)

July 2001

R.P. Banda et al

 

3.                                 University of  Malawi

Chancellor College Chemistry Department (CCCD)

Qualitative and Quantitative Assessment of MAFE Plant Oils and

By-products, and Recommendations

November 2001

E.M.T. Henry, PhD et al
Table of Contents

 

ACKNOWLEDGEMENTS.............................................................................................................. 5

EXECUTIVE SUMMARY................................................................................................................. 8

1     INTRODUCTION................................................................................................................... 10

1.1      Malawi Agroforestry Extension Project (MAFE)............................................................. 10

1.2      Policy Environment........................................................................................................ 11

1.3      Program Definition......................................................................................................... 12

1.3.1   Scope of Work, Personnel and Timetable................................................................. 12

Aims of the Program............................................................................................................. 12

1.4      Operating Methods and Budget..................................................................................... 13

2     Information CAPTURE.......................................................................................................... 14

2.1      Sources of Information................................................................................................... 14

2.2      Ethnobotanical Challenges............................................................................................ 14

2.2.1   Challenges addressed............................................................................................... 14

2.2.2   Immediate benefits..................................................................................................... 14

3     Product/STRATEGIC Species Selection Criteria................................................................. 15

4     Products/STRATEGIC SPECIES Identified and Justification............................................... 17

4.1      Moringa tree (Moringa oleifera) and Jatropha tree (Jatropha curcas)........................... 17

4.2      Other Oil-bearing Agroforestry Trees of Interest........................................................... 20

4.3      Fish Bean (Tephrosia vogelii)........................................................................................ 23

4.4      Related MAFE Core Species Considerations............................................................... 23

5     Development of a Market Database for targeted Products................................................... 24

5.1      MAFE Strategy............................................................................................................... 24

5.2      Some Commercial Benchmarks................................................................................... 24

5.3      A-SNAPP linkage........................................................................................................... 26

5.4      SANProTA linkage.......................................................................................................... 26

5.5      A-SNAPP Proposed Collaboration in Market Investigations.......................................... 26

5.6      Immediate Plans with Local/Sub-Regional Partners..................................................... 26

6     means of production: OIL Extraction TECHNOLOGies AND ADAPTIVE engineering RESEARCH required   27

6.1      Manual Oil Extraction Systems...................................................................................... 27

6.1.1   Background................................................................................................................ 27

6.1.2   Summary of results of adaptive research.................................................................. 28

6.1.2.1    Engineering......................................................................................................... 28

6.1.2.2    Economics.......................................................................................................... 29

6.2      Motorized Oil Extraction Systems................................................................................. 30

6.2.1   Background................................................................................................................ 30

6.2.2   Summary of results of adaptive research.................................................................. 31

6.2.2.1    Engineering......................................................................................................... 31

6.2.2.2    Economics.......................................................................................................... 32

6.3      Overall Results of Research on Mechanical Extraction Systems................................ 33

6.4      Conclusions Drawn and Next Steps to be Taken.......................................................... 33

7     Filling the OIL PRODUCTION Qualitative and Quantitative Data vacuum........................... 34

7.1      Production Research Required..................................................................................... 34

7.2      Oil Extraction Trials And Assay Of Samples: Plant Oils Stage 1.................................. 35

7.2.1   Sites and roles of partners......................................................................................... 35

7.2.2   Seed Procurement..................................................................................................... 35

7.2.3   Assay of Production Samples.................................................................................... 36

7.2.4   Lessons and challenges from Production Trials....................................................... 36

7.2.5   Producers Request a Motorized Expeller.................................................................. 36

7.3      Social Factors in MAFE Small Scale Oil Production..................................................... 37

7.3.1   The family and its business associates..................................................................... 37

7.3.2   Peer groups and training offered................................................................................ 37

7.3.3   Traditional beliefs........................................................................................................ 37

7.4      Methods and Labor Required......................................................................................... 38

7.4.1   Technology and production system........................................................................... 38

7.4.2   Special characteristics of KOR operations................................................................ 38

7.4.3   Aqueous extraction method........................................................................................ 38

7.4.4   Seed preparation........................................................................................................ 39

7.4.4.1    Drying.................................................................................................................. 39

7.4.4.2    Shelling................................................................................................................ 39

7.4.4.3    Effects of depodding /shelling on existing domestic workload........................... 40

7.4.4.4    Pre-heating.......................................................................................................... 40

7.4.5   Extraction.................................................................................................................... 41

7.4.6   Labor requirements for ram pressing systems......................................................... 42

7.5      Economic Analysis of Stage 1 Trials............................................................................. 42

7.5.1   Production economics............................................................................................... 42

7.5.2   Kernel/seed extraction ratios...................................................................................... 43

7.5.3   Seed procurement considerations............................................................................. 44

7.5.4   Summary of crude oil yields....................................................................................... 44

7.5.5   Lessons learnt............................................................................................................ 44

7.5.5.1    Processing Labor................................................................................................ 45

7.5.5.2    Equipment Costs (Capital Repayment) Over Projected Life............................. 45

7.5.5.3    Projected Operating, Capital Repayment and Seed Cost of Crude Oil............. 45

7.5.6   Conclusions for Application (Moringa oil)................................................................... 45

8     SUMMARY OF FINDINGS AND RECOMMENDATIONS OF CHEMISTS............................ 46

9     ENVIRONMENTAL IMPACT ASSESSMENT........................................................................ 49

9.1      Introduction..................................................................................................................... 49

9.2      Direct Benefits from Cultivation..................................................................................... 49

9.3      Harvesting...................................................................................................................... 49

9.3.1   Effects on Flora / Fauna............................................................................................. 49

9.3.2   Mitigation Measures.................................................................................................... 49

9.3.3   Risks of Accidents...................................................................................................... 49

9.4      Depodding /Shelling....................................................................................................... 50

9.4.1   Effects on Land / Flora / Fauna.................................................................................. 50

9.4.2   Effects of Depodding /Shelling on Labor.................................................................... 50

9.4.3   Mitigation Measures.................................................................................................... 50

9.4.4   Risks of Accidents...................................................................................................... 50

9.5      Conditioning the Seed.................................................................................................... 50

9.5.1   Effects on Humans..................................................................................................... 50

9.5.2   Effects on Air and Climate.......................................................................................... 50

9.5.3   Mitigation Measures.................................................................................................... 50

9.5.4   Risks of Accidents...................................................................................................... 51

9.6      Extracting the Oil............................................................................................................ 51

9.6.1   Risks of Accidents...................................................................................................... 51

9.7      Clarifying Crude Oil........................................................................................................ 51

9.7.1   Risks of Accidents...................................................................................................... 51

9.8      Packaging...................................................................................................................... 51

9.8.1   Effects on Land.......................................................................................................... 51

9.8.2   Mitigation Measures.................................................................................................... 51

9.8.3   Risks of Accidents...................................................................................................... 51

9.9      Selling............................................................................................................................. 51

10   mid-phase STAKEHOLDERS MEETING: SWOT ANALYSIS and conclusions drawn........ 52

11   immediate plans of action after stakeholders’ meeting......................................................... 56

11.1    Market study................................................................................................................... 56

11.2    Oil chemistry and filtration............................................................................................. 56

11.3    Fieldwork plan: Plant Oils Stage 2................................................................................. 56

12   SUMMARY OF MEP INSTITUTIONAL ARRANGEMENTS.................................................... 62

12.1    Partnerships in Malawi................................................................................................... 62

12.2    Partnerships Abroad: Laboratory Services.................................................................... 63

13   OVERALL ASSESSMENT OF IMMEDIATE POTENTIAL..................................................... 64

14   INSTITUTIONAL RECOMMENDATIONS.............................................................................. 66

14.1    Consolidation of the Group of Partners......................................................................... 66

14.2    Existing and Ongoing Human Resources Development............................................... 67

15   THE FUTURE........................................................................................................................ 67

15.1    Moringa........................................................................................................................... 67

15.2    Other Species................................................................................................................ 67

15.3    Next Review................................................................................................................... 67

15.4    Sustainability.................................................................................................................. 68

Bibliography.................................................................................................................................. 69

 

 

Tables and Annexes

 

 

Table 1: MAFE Study of Saturation of Fatty Acids in Tree Seed Oils.......................................... 22

Table 2: Comparison of Efficiency of Mechanical Extraction Systems....................................... 33

Table 3: Kernel Extraction Rates (%) For Various Seeds against extraction methods............... 43

Table 4:  Crude oil yield (% of kernels) obtained from ram press................................................ 44

Table 5: Summary of Chemical Analysis of Samples.................................................................. 47

Table 6:   MAFE Marketing & Enterprise Program (MEP) SWOT session results...................... 54

ANNEX 1: MEP ANNUAL WORKPLAN 2000 – 01....................................................................... 72

ANNEX 2: MATRICES OF POTENTIAL PRODUCTS FROM STRATEGIC SPECIES............... 72

ANNEX 3: MIRTDC QUOTATION FOR BRIQUETTE PRESSES............................................... 72

ANNEX 4: PLANT OILS STAGE 1 – NARRATIVE OF EVENTS.................................................. 72

ANNEX 5: PLANT OILS STAGE 1 – DIARY OF ACTIVITIES....................................................... 72

ANNEX 6: PLANT OILS STAGE 1 – PRODUCTION ECONOMICS SPREADSHEETS............. 72

ANNEX 7: BCM ASSOCIATES OUTLINE BUSINESS PLAN (with EDETA)................................ 72

ANNEX 8: MEP EXPENDITURE ON COLLABORATIONS AND ESTIMATED FUTURE EXPENSES         72

ANNEX 9: MAFE – EDETA COLLABORATION AGREEMENT TO 31/12/01.............................. 72

 

 

 

 

 


ACKNOWLEDGEMENTS

 

 

MAFE gratefully acknowledges the advice received in 2000 from Wells Kumwenda and colleagues at Chitedze Agricultural Research Station and from Dr Irmgard Hoeschle-Zeledon of the Malawi-German Plant Protection Project.

 

Guidance from Dr Christine Witte and Lovemore Mvula of the International Eye Foundation, Kenneth Gondwe and John Taulo of Malawi Industrial Research and Technology Development Centre and Cosmas Chigwe of Blantyre Polytechnic encouraged MAFE to commence investigation of the commercial feasibility of tree seed oils extraction.

 

Sander Donker and colleagues at Cheetah (Malawi) Ltd generously provided copies of the Company’s reports on tree oilseeds. This was matched by helpful guidance to literature from Cyril Lombard of the Southern Africa Marula Oil Producers’ Network in Namibia. Helpful information was also given by Reinhard Henning, Consultant, Nikolaus Foidl of the BIOMASA Project in Nicaragua, Lowell Fuglie of Church World Service in Senegal and Keith Machell of Harmony Foods Ltd in Zimbabwe. 

 

We would like to express our appreciation to Mr and Mrs Denson Bonomali and their family for the very special support that they provided in our initial research and to the numerous University of Malawi contributors, notably Dr Elizabeth M.T. Henry and Mr Henry Mbeza.
CORRESPONDENTS & ACRONYMS

 

Agribusiness in Sustainable Natural African Plant Products, Stellenbosch

 (A-SNAPP);

Community Partnership for Sustainable Resource Management (COMPASS);

USAID NATURE Program);

Forestry Research Institute of Malawi (FRIM);

National Herbarium and Botanical Gardens (NHBG);

Malawi Chamber of Commerce and Industry (MCCI);

Enterprise Development and Training Agency (EDETA);

Malawi Bureau of Standards (MBS);

Naming’omba Tea Estate Ltd (Macadamia Nut Division)

Malawi Export Promotion Council (MEPC);

Malawi Industrial Research and Technology Development Centre (MIRTDC);

Training for Enterprise in Exports in Malawi (TEEM) Project; and Business Consult Africa Ltd (Busconsult);

Shire Highlands Organic Growers Association (SHOGA) and private estate farmers;

Tea Association of Malawi (TAM);

Cheetah Industries Ltd (Cheetah);

Harmony Foods, Harare

ZOPP (Pvt) Ltd, Harare;

Freshtainer (Pvt) Ltd, Harare;

FAKT Consult, Germany;

PROPAGE – Association for the Promotion of and Propagation of Arid and Semi-Arid Plant Resources, Paris;

Promotion of Soil Conservation and Rural Production Project (PROSCARP);

Wildlife Society of Malawi (WSM);

GTZ Integrated Food Security (GTZIFSP) Promotion of Horticulture (GTZPH) and Plant Protection (GTZPPP) Projects;

Nyika-Vwaza Border Zone Project (BZDP);

Department of Agricultural Research and Technical Services (DARTS): Chitedze Agricultural Research Station Farm Mechanisation Unit (CARS-FMU);

Plan International (PI);

University of Malawi: Chancellor College Chemistry (CCCD) and Physics Departments, Blantyre Polytechnic (BP) and Bunda College of Agriculture (BCA);

Blantyre Water Board;

Southern Region Water Board;

National Smallholders Farmers Association of Malawi (NASFAM);

Southern Africa Development Community – International Centre for Research in Agroforestry at  Makoka (SADC-ICRAF);

SADC Forest Sector Technical Coordination Unit (SADC-FSTCU);

International Eye Foundation (IEF) and IEF-assisted smallscale plant oil producers;

World Bank project  for Community based NRM in Southern Malawi National Parks;

soap manufacturers and paint manufacturers,

process plant manufacturers (incl. Tanzania & Zimbabwe),

vegetable oil and presscake producers/refiners;

NRM and process engineering consultants (including Germany and UK)

Department for International Development (DfID), Lilongwe: National Forestry Programme;

Agribusiness in Sustainable Natural African Plant Products (A-SNAPP), Stellenbosch;

Centre for Scientific and Industrial Research (CSIR), Pretoria;

Leatherhead Food Research Association (LFRA), UK;

Southern Africa Natural Products Trade Association (SANProTA) and Southern Alliance for Indigenous Resources (SAFIRE), Harare;

Binga Trees Project, Kariba (BTP);

CRIAA Southern Africa – Development and Consulting (CRIAA SA-DC), Windhoek and Southern Africa Marula Oil Producers Network (SAMOPN);

Veld Products Research and Development of Botswana (VPRDB);

Optima of Africa Ltd, Dar Es Salaam (Optima);

Evangelical Lutheran Church in Tanzania VYAHUMU Oil Seed Project (VYAHUMU);

Church World Service, Senegal (CWS-S);

BIOMASA Project , Nicaragua;

Leicester University (LU), UK;

GTZ GATE information service;

Rutgers University, New Jersey;

Technological Education Institute of Athens (TEIA);

Washington State University International Programs (WSUIP) staff and its library and internet services.

CBNRM                     community-based natural resources management

NPP                            natural plant product

NR                              natural resource based

 

 


EXECUTIVE SUMMARY

 

 

Malawi Agroforestry Extension Project (MAFE) operates under a cooperative agreement between Government of Malawi, USAID and Washington State University.

 

MAFE Project launched a Marketing and Enterprise Program (MEP) in 2000. Objectives are to investigate, research, pilot, select and promote production and marketing of natural resource-based (NR) products, with the view to enhancing rural incomes and the adoption of natural resources management (NRM) practices.

 

MEP research and development and test marketing aim to provide the genesis of one or more community-private sector partnerships that sustainably exploit under-utilized agroforestry and wild plant species. Early-maturing species promoted for NRM purposes have been given priority in the screening process. They have been scrutinized against economic, social and environmental selection criteria devised by MAFE and its partners.

 

A cluster of seven strategic species has been selected. They all share potential as sources of seed oils for various subsistence/food security and commercial applications and, in some cases, offer interesting by-products and/or plant extracts. Most of the focus of effort is directed towards Moringa oleifera/ Moringa tree and Jatropha curcas/Jatropha, which are naturalized, fast-growing homestead/hedgerow species for which a rich bibliography has been traced. Both are under research and development at other focal points in Africa and show some success in commercialization; in West Africa Moringa is heavily promoted as a ‘food security’ vegetable crop.

 

Five other indigenous oil-bearing species are under investigation:

Natal Mahogany (Trichilia emetica)

Manketti (Schinziophyton rautanenii)

African Star-Chestnut (Sterculia africana)

Marula (Sclerocarya birrea)

Neem (Azadirachta  indica)

 

A national and regional market survey is being mobilized by MAFE and is expected to reveal commercial opportunities for products from these and other plants. Coverage will include the leguminous under-sown fallow crop Tephrosia vogelii/Tephrosia, as well as a few species targeted by the USAID-supported continental ‘project’, Agribusiness in Sustainable Natural African Plant Products (A-SNAPP). The survey will include a focus on potential medicinal, pesticide and anti-feedant applications.

 

MAFE and its partners, notably University of Malawi and the Enterprise Development and Training Agency (EDETA), an NGO, have investigated manual and motorized seed oil extraction technologies and, out of necessity, have successfully improved their suitability for tree seeds. Motorized systems extract significantly more oil than manual systems; they involve technical complexity and significant capital outlays. Where seed supplies are not limiting, the lifetime capital cost of motorized extraction equipment/unit volume of oil produced is not a major determinant of profitability and is not materially different from the capital cost/unit volume in manual systems.

 

MAFE calculations indicate that in a free market, provided that seed transport is economic, owners of motorized oil extraction systems would probably be in a position to provide more on-farm added value from purchasing seeds than producers themselves can generate from manual systems. However, MAFE will not promote motorized extraction systems for tree seeds (it could for sunflower) until it is certain about the market potential of the ‘products’.

 

Test batches of tree seed oils have been produced in partnership with a small-scale business, Khumbo Oil Refinery and the economics of the processes involved have been monitored, principally by EDETA.

 

Oil samples have been assayed and partly characterized by University of Malawi and Malawi Bureau of Standards (MBS). On their recommendations, detailed analysis and full product characterization is being commissioned abroad.

 

To enable edible tree oils to meet MBS Standards, current small-scale edible oil production systems need to be complemented by effective filtration and refining. The partners are finding means to address these problems.

 

Pending completion of the national and regional market survey, the partners are supporting a producers’ association, BCM Associates, to scale up experimental production of Moringa oil. The association will explore its potential in the national market, determine the feasibility and logistics of seed procurement and, with partner support, find solutions to quality control problems. Although MAFE is underwriting certain elements, this program will not directly involve MAFE personnel; it is felt that MAFE’s physical presence would disturb the normal processes of negotiation between buyers and sellers and possibly distort day-to-day management.

 

The partnerships developed over the last 12 months remain strong. The work is topical to the interests of the Southern Africa Natural Products Trade Association (SANProTA) - of which EDETA is a founding member - and of the DfID-assisted Southern Africa Marula Oil Producers’ Network (SAMOPN).

 

For the period until the end of January 2002 all Project efforts are to be directed to :

 

full characterization of potential ‘products’ (by overseas laboratories); and

generation of comprehensive national, regional and international market information for the respective products.

 

Once products have been fully characterized and market opportunities have been identified it will be important to establish that seed acquisition costs and extraction efficiency can assure commercial viability for each species. Provided that market research reveals potential for a strategic species, it should be subjected to an expanded product extraction and trial marketing program along the lines now applying for BCM Associates’ work with Moringa.

 

Given the forecast timetable of market research, future extraction and trial marketing programs may not commence until February 2002 at the earliest. According to opportunities identified, this could catch the harvests for three species before MAFE closes in July 2002 but would probably miss the window for one. The 2002 harvest seasons for two species will arise after MAFE’s closure.


1          INTRODUCTION

 

This report covers work undertaken up to 30/09/01[1]. Analysis of opportunities will be completed upon conclusion of on-going market investigations.

 

In October 2001 the draft document was circulated for peer review internally, among partner organizations and a small number of organizations engaged in similar work. In addition to guidance from Washington State University - International Programs, the following organizations provided helpful comments:

 

BTP

COMPASS

SADC-ICRAF

SHOGA

Pirimiti Limited

 

A separate report on the proceedings of a Stakeholders’ Mid-Phase Review (25/07/01) is also available.

 

1.1        Malawi Agroforestry Extension Project (MAFE)

 

MAFE is a cooperative agreement between USAID and Washington State University (WSU) with the Ministry of Agriculture and Irrigation (MAI).

 

The project purpose is to improve natural resource management with sustained improvements in smallholder farming by increasing the adoption of agroforestry. MAFE’s vision is for Malawi’s people to use and manage their natural resources in ways that will improve their quality of life today and sustain improvements into the future.

 

The current MAFE LandCare Phase is broadening the nature of support services to better reflect the range of NRM technologies offered. The program maintains MAFE’s basic management and programmatic structure with its affiliation under the Land Resources Conservation Department (LRCD) in the Ministry of Agriculture and Irrigation (MAI).  It  continues its core operational framework to aggressively maximize the adoption of proven NRM practices through MAFE’s support services and partnerships with an added dimension on value-added benefits. Many NRM practices yield products that offer tremendous opportunities for domestic and export markets, particularly in the manufacture of environmentally friendly bio-chemicals, insecticides, medicines and cosmetics. The identification and development of market niches for these products will help transform the narrow base of Malawi’s smallholder agriculture to a more vibrant, market economy that offers sustained productivity in harmony with the environment. The approach is consistent with the USAID’s evolving development plans for Malawi’s agricultural sector, which has a key focus on increasing smallholder productivity and incomes through improved crops and practices, and the development of new markets for high-value NRM products.

 

Materials and services will be provided on a semi-commercial basis through the new MAFE Resource Center (now located in LRCD premises) to meet real market demands and to build capacity for sustainability where partners and clients share costs for services received. Basic support will be offered to field partners and other implementers on a scaled down level as they become more self-sufficient. Support will include quality germplasm, extension and training materials on recommended practices, and technical advice and training on establishing and managing NRM practices. The nature of Resource Center support will include:

·        Formal Partnerships based on a record of successful field-based programs. These include specific ADDs under the MAI, the Forestry Department, PROSCARP, VIFOR, and several NGOs, namely ELDP, CSC, CRS, WVI, OXFAM and CARE International.

·        Informal Support to individuals, groups, communities, clubs, small NGOs and others that come to the project for information or support on NRM practices.

·        Investigation of production and new market opportunities for NRM products that offer value-added benefits through research and linkages with the private sector.

 

1.2        Policy Environment

 

LRCD describes the Policy of Government of Malawi on agroforestry as follows:

 

·        Establish long-term sustainable use of soil and related natural resources, with a focus (MAFE) on improving soil fertility;

·        Expand agroforestry support generally, with assistance from NGO and donor communities;

·        Establish a conducive investment climate to support investors in commercial production that has positive soil improvement/conservation benefits;

·        Through the Planning Division of MAI,  monitor prices and identify (seasonal) market windows inside and outside Malawi;

·        Support production up to the level of foreseen market demand, and avert gluts;

·        Resuscitate former institutional R & D in agroforestry-based products, specially from Moringa;

·        Actively encourage agroforestry investment according to a farming system-compatible approach.

 

MAFE collaborates closely with the Forestry Research Institute of Malawi (FRIM) supporting two of the four FRIM core programs, i.e.  Trees on Farm and Seed and Tree Improvement, and is a member of the National Agroforestry Steering Committee. 

 

The following Strategies of the National Forestry Programme 2001 (Priorities for Improving Forestry and Rural Livelihoods) are routinely pursued by MAFE although it is not directly associated with it:

 

·        Support community-based forest management,

·        Improve individual smallholder livelihoods, and

·        Sharpen research and information systems.

 

MAFE operates under USAID 2001 – 06 Natural Resources Management Design Areas for Key Intermediate Result 1.3: Increased Local participation in NRM, i.e:

 

·        Design Area 1: Improved CBNRM

·        Design Area 2: Increased NRM-based Enterprise Development

 

The USAID-supported Community Partnership for Sustainable Resource Management (COMPASS) project is also active in these Design areas and is a potential facilitator of enterprises that may be supported by MAFE after the results of MEP R&D have been assessed.

 

1.3        Program Definition

 

1.3.1       Scope of Work, Personnel and Timetable

 

The MAFE Marketing and Enterprise Program (MEP) was launched in October 2000 upon recruitment of a Marketing and Enterprise Specialist. He collaborates closely with the Head of the MAFE Resource Center and with LRCD’s National Coordinator. MAFE employees support specific activities of the MEP when their commitments permit.

 

The overall MEP Workplan[2] for October 2000 to July 2002 was presented in the MAFE Annual Workplan 2000 – 2001 and is reproduced at Annex 1of this document.

 

Aims of the Program

 

The main aims are as follows:

 

Goal

Enhance rural livelihoods through production and marketing of natural resource based (NR) products[3] from plants that contribute to the sustainable use and management of farm resources.

 

Purpose

Identify potential production and marketing opportunities of existing and new NR products for income generation (among farmers and others) and to enhance adoption of natural resources management (NRM) practices.

 

Principal Objectives

Investigate, research, pilot, select and promote the production and marketing of NR products having high commercial potential in Malawi.

 

MAFE research and development and the results of test marketing of products are expected to provide the genesis of one or more community-private sector enterprise partnerships[4] that sustainably exploit selected under-utilized agroforestry and wild plant species.

 

It is expected that by July 2002 MAFE and its partners will be in a position to provide technical assistance to private interests that wish to apply developed technology at a pilot commercial level. Where sourcing of investment and working capital finance were a constraint, MAFE could consider facilitating discussions between the private interests and the funds provider/lender.

 

Favorable impact and sustainability assessment of pilot production would provide the foundation for systematic promotion by the Resource Center and MAFE partners of expanded planting and management of prescribed strategic species/cultivars.

 

The 2000 – 01 Annual Workplan stipulated primarily focusing on potential products from species currently promoted by MAFE. This criterion has dominated the initial process of product identification and selection.

 

1.4        Operating Methods and Budget

 

Formulation of the MEP anticipated that associated investigation, research and development would draw upon the specialist technical and other skills offered among MAFE partners and other organisations/institutions in Malawi. Such work would be organised through Collaboration Agreements. Most technical activities of the Program are now carried out in this manner. Typically these comprise contracts for surveys, analysis, research and/or design. Some of this work is being contracted with foreign laboratories.

 

MAFE’s principle collaborator in all aspects of the MEP is the Enterprise Development and Training Agency (EDETA), a Malawian NGO. Trial production is carried out in partnership with small-scale producers. University of Malawi Colleges have major roles in chemical analysis, product characterization and engineering. Engineering research and design has involved extensive international discussion and on the practical level has been carried out in both Malawi and Tanzania.  Details of the respective partnerships are described in Chapter 12.

 

Most of the remaining MAFE/USAID funds allocated to the MEP are planned to be applied as follows:

·        detailed characterization of ‘products’,

·        market investigations (including regulatory environment) and market probing with sample products,

·        procurement of prototype processing equipment, and

·        its trial and demonstration in various field settings within respective production areas.

 


2          Information CAPTURE

 

2.1        Sources of Information

 

MAFE has undertaken and is continuing a literature and internet search of products offering potential commercialization of agroforestry species included in the MAFE Extension Program. Very useful professional contacts have been made worldwide through subject searches and accessing institutional and commercial websites.

 

MAFE has also consulted over 50 organisations for advice and to identify areas of complementary interest in NR product development, as set out in the schedule of Correspondents.

 

A selected Bibliography is presented in this document.

 

2.2        Ethnobotanical Challenges

 

2.2.1       Challenges addressed

 

Products in international trade

Some NR products considered to have potential for production in Malawi are already made in other countries, have been fully analyzed and characterized, and are routinely traded.  However, none of the foreseen equivalent ‘products’ from Malawi has been fully characterized for commercial introduction purposes.

 

Some local variation in NR product properties can be expected due to genetic and/or agro-ecological variance from other countries and/or differences in manufacturing processes. This immediately created problems for MAFE and its partners in defining the respective NR products that Malawi may have to offer. So, early in this Program, while the Project and its partners shared certain commercial hunches, they reached a consensus that the Project should commission local laboratories to determine the basic biochemical properties of products that could be offered before embarking on detailed market research.

 

Bio-prospecting for Novel ‘Products’

Some potential NPPs identified by the Project and its partners as being of possible commercial potential are so novel that – although they may have very localized subsistence uses – they are not traded anywhere. They need to be carefully characterized and such work, unlike that on known products in international trade, amounts to pure research. Where applicable, “bio-piracy” must be prevented: the work must respect and internalize the (value of) respective “intellectual property” of the community(ies) that invented the use.

 

This work especially necessitates determination of the basic biochemical properties of the respective ‘unknown’ products that could be offered before carrying out any market investigations.

 

2.2.2       Immediate benefits

 

Hazardous materials

This approach has enabled MAFE Project to examine the safety of some of the substances it is dealing with and, in consultation with WSU, to determine the basis upon which further research and development, if any, on hazardous materials may be undertaken.

 

Scientific capacity

The work of local laboratories revealed the resources available for analytical services in Malawi and prompted preparations by the partners for further work to be undertaken in overseas laboratories. The absence of functional gas chromatography – mass spectrophotometer equipment (machines were out of order) frustrated efforts to identify components of the ‘products’ under review.

 

 

3          Product/STRATEGIC Species Selection Criteria

 

Advice from the foregoing institutions, projects, the private sector and international sources enabled MAFE to begin screening their recommendations against various criteria. After examining ongoing research in NR product development by SADC-ICRAF, COMPASS and other organizations, MAFE took up the advice of University of Malawi and other partners to consider resuscitation of, and further develop former research on oilseed tree species meeting provisional product/species selection criteria[5]. The provisional criteria included:

 

Potential for short-term development;

Abundance of raw material to allow immediate production trials and testing of product samples;

Probable suitability for small-scale production and marketing; and

Environmental impact benign or positive.

 

The seeds of the respective oilseed tree species have potential for production of oils for food, cosmetic and industrial purposes and offer interesting by-products, including products with water purification applications.

 

By July 2001 the criteria had been refined in consultation with WSUIP staff and A-SNAPP as follows:

 

All products should:

1.      Have sizeable potential national and regional markets;


2.      Be of interest to two or more regional countries, where cross-border trade will be analyzed, and possibly (at a suitable scale of production[6]) have international market potential;

3.      Have significant local subsistence or commercial use (so they will still be of interest to producers if market conditions are temporarily poor);.

4.      Allow production and processing operations that are technically and economically feasible on a small or medium scale (i.e. determined as requiring capital investment of $30,000 or less);

5.      Be widely grown or abundant, at least locally, allowing rapid production response to market promotion without depletion of the species.

Special favor will be shown to plants that:

6.      Offer benefits in addition to commercial development, such as food security, soil fertility or conservation, or wood supply.

7.      Offer production and processing opportunities/synergies that have the potential to increase value added within existing farming systems.

 

Useful discussions have taken place between MAFE and COMPASS[7] on product/species selection.

 


4          Products/STRATEGIC SPECIES Identified and Justification

 

4.1        Moringa tree (Moringa oleifera) and Jatropha tree (Jatropha curcas)

 

By January 2001, the screening process had led to identification of two early-maturing agroforestry species with potential products for short-term research and development. Both species had been subject to previous product research in Malawi that had given promising results but research funding ran out in 1997. The Moringa Tree[8] (Moringa oleifera) and Jatropha Tree[9] (Jatropha curcas) thus became a focus of Program attention. Both had been promoted by MAFE and its partners for several years as part of the agroforestry extension package.

 

Moringa oil

Moringa had already been promoted in Malawi as a vegetable and oil crop for food security/vitamin nutrition purposes, notably by IEF for several years. IEF has embarked (2001) on a new COMPASS-assisted CBNRM program in the areas adjacent to Lengwe and Majete Wildlife Reserves involving, among other things, promotion of Moringa planting. IEF hopes to benefit from MAFE Project’s results of research and product development. This attitude is shared by SADC-ICRAF.

 

SADC-ICRAF and GTZIFSP promote Moringa cultivation. This and the IEF work has been principally modeled on work elsewhere to exploit the nutritional/food security benefits of Moringa leaves, notably by Lowell Fuglie and partners in Senegal; Moringa flower buds are a popular savoury dish in India. In West Africa preparation of Moringa leaf powder food supplements from dense, plots of cash-cropped ‘dwarf’ trees is an expanding smallscale commercial enterprise[10], notably in Niger. In Southern Ethiopia coffee lands (also Northern Kenya) Moringa stenopetala, an upland species[11], is cultivated as a shade tree and dry-season vegetable crop that is used in the daily diet. It has relatively large, fleshy leaves that are ideal for this purpose.

 

In Southern India almost the entire focus of the Moringa oleifera industry is on intensive horticultural enterprise in which vegetable pods are marketed. Unlike many vegetables, they have several days’ “shelf life”. It is a lucrative business for which new cultivars such as PKM1 and PKM2 have been developed. These give exceptionally long pods, have a dwarf habit and require intensive cultivation methods. Replanting takes place every 4 years.

 

Malawi and Tanzania (to some extent Senegal) are considered to be the only countries in Africa engaged in systematic research and development on Moringa for oil commercialization. In the mid-1990s Chancellor College, FRIM and other research organizations demonstrated that Moringa yielded a seed oil (26% of whole seed content by weight[12]) suitable for culinary use. Moringa had a remarkable 1800s history of commercial production in Jamaica, notably as a source of watchmakers ‘Ben oil’, before being superseded by Sperm Whale oil. Moringa oil has a very similar fatty acids profile to Macadamia nut oil[13] and has been perceived as a potential, highly stable substitute for olive oil – which has a price in bulk of about £1.80[14]/kg ($2.50; K150/kg).

 

Moringa oil contains about 76% monounsaturated fatty acids of which nearly all is oleic; moreover cold-pressed Moringa oil is rich in natural antioxidants, notably the powerful anti-oxidant -tocopherol.

 

Moringa water treatment

Adaptive research on Moringa was undertaken at Thyolo in the early 1990s by Blantyre Polytechnic, Southern Region Water Board and Leicester University with DfID support, based on technology developed in the Sudan by Jahn, SAA in the 1980s. This proved  a cationic polyelectrolyte protein in Moringa powdered seed (& expressed seedcake) to

be an effective sediment flocculant[15] (instead of alum) for drinking water preparation. The Thyolo work is understood to have been carried out with a crude mixture; further work was required at Leicester University to develop a proprietary pure flocculant extract from Moringa. Without isolation of the active principle, the Moringa powder would be too bulky to handle and (probably) cause contamination of water from microbial action on the sugars, celluloses and other proteins present in the seed.

 

In response to a ‘Le Monde” French journal article on Moringa, in 1996 four Swiss venture capitalists established Optima in Tanzania as a Company to adapt and commercialize the above technology developed in Malawi. MAFE staff met Optima’s Tanzania management in June 2001. Optima has established 62 hectares of its own Moringa plantations and, promising an attractive purchase price for seeds, is promoting major investment by outgrowers to develop 12,000 hectares of Moringa plantations for:

 

·        oil production of up to 8,000 t/year (food, skincare and cosmetic applications) and

·        commercial development of a proprietary cationic polyelectrolyte extract, “Phytofloc” [16]for water treatment; also, subject to research 

·        commercial utilization of (protein-rich) detoxified filter cake.

 

The Optima Product Development Manager formerly worked in Malawi on behalf of Leicester University and Optima has linkages with faculty of the University. While much of the Optima development concerns intellectual property and is commercially sensitive, this industrial development needs to be tracked. MAFE has benefited from informal advice from the Product Development Manager, a Leicester University associate who formerly worked in Malawi, and Blantyre Polytechnic.

 

Following a hiatus of 4 years, in June 2001 CCCD convened a meeting of the Blantyre and Southern Region Water Boards, MAFE and the National Research Council of Malawi (NRCM) to initiate investigations into possible substitution of proprietary water treatment products (polyelectrolytes and alum) by Moringa extracts. These would follow up the earlier work of Blantyre Polytechnic. At the time of writing it is uncertain whether the Polytechnic will participate in this future work.

 

International Moringa products workshop

The MAFE Resource Center Coordinator, Dr Henry S.K. Phombeya and the Program Specialist  will attend an international Moringa products workshop[17] in Dar Es Salaam in November.

 

Jatropha uses

Jatropha is a poisonous plant that yields a non-edible oil (30% of whole seed content by weight[18]). This makes an excellent smokeless lamp oil and has potential as an insecticide, for instance in the control of cotton bollworm; methanol extracts of Jatropha seed (which contains biodegradable toxins) are being tested in Germany for control of bilharzia-carrying water snails. Jatropha presscake contains curcin, a highly toxic protein similar to ricin in Castor. Jatropha oil can be used as an expensive[19] diesel motor fuel, for which purpose it is at its most effective when transesterified. Binga Trees Project (BTP) reports Jatropha oil use by tanneries in Zimbabwe. It is also used extensively in West Africa, Zambia, Tanzania and Zimbabwe as a soapstock. MAFE will investigate the respective oil extraction and soap industries in Zambia and Zimbabwe to determine the scope for technology transfer to Malawi. A Jatropha variety of Mexican provenance is edible but no experience of this has been gained in Central Africa.

 

Habitat of Moringa and Jatropha

Conveniently, both species above grow fast and are normally planted around homesteads as a hedge/living screen; Jatropha is widely distributed, while Moringa is localised in the lowlands, notably Lower Shire Valley and the Lakeshore[20]. Both meet Criteria Nos. 5 and 6. above, i.e. they are widely grown and offer benefits in addition to commercial development. Moringa can be grown from seed or propagated from truncheons. It yields seeds within 1 - 2 years.

 

Taxonomy and agronomy

With regard to Moringa, Coote et al (1997) had recommended:

 

………. existing trials should ………… investigate the potential for adoption and promotion of more productive and vigorous varieties. Should the socio-economic value of continued work on Moringa oleifera be proven there will be a need to develop a focused national breeding and improvement programme. ……

 

On the advice of the proprietors of KOR[21], MAFE has approached the National Herbarium and FRIM[22] with the view to commissioning an investigation to determine the different races of Moringa that have naturalized in Malawi. There are thought to be at least 3 races, each of which has distinct morphological and oil-bearing characteristics[23]. Jatropha, and possibly other species, may receive similar investigation. This research theme is to be raised in the Triennial National Forestry Research Symposium in early December 2001.

 

Depending upon the results of oil extraction trials, MAFE may engage FRIM to assist investigation of, and possible field experiments on household/hedgerow (but not plantation) production costs, inputs and outputs for Moringa and Jatropha. Some useful Moringa plantation management guidelines have already been provided by Optima but MAFE has been unable to locate any information on long-term yield of Moringa under plantation conditions. Optima Company forecasts of yields from mature plantations therefore may need to be treated with some caution.

 

4.2        Other Oil-bearing Agroforestry Trees of Interest

 

Through advice from BTP and initiative of MAFE Field Technical Associates and with assistance from PROSCARP and LRCD, Natal Mahogany (Trichilia emetica) is being investigated for its seed[24] oil properties and yield, and uses of aril paste[25] and bark extracts.  This tree is common in Karonga and already promoted by MAFE. Very little literature on this species exists yet the tree has numerous traditional food and medicinal uses and formerly sustained significant soap industries in Southern Tanzania and Mozambique (Williamson, J. 1975). Through informal assistance from the Centers for Diseases Control and Prevention (CDC), MAFE has acquired insight into confirmed pesticidal properties of this plant. The respective information is confidential.

 

Taking up the interest of the Southern Africa Natural Products Trade Association (SANProTA), Wildlife Society of Malawi, World Bank project for Community based NRM in Southern Malawi National Parks and Nyika-Vwaza Border Zone Project, investigation of the scope for manufacture and marketing of seed oils of Marula (Sclerocarya birrea) and Manketti (Schinziophyton rautanenii) has been initiated. Manketti is a target species of SANProTA. Marula is already receiving significant R & D attention from various organizations in four Southern African countries[26] and MAFE plans to collaborate with them. African Star-Chestnut[27], or Tick tree (Sterculia africana) and the naturalized species Neem (Azadirachta indica) may also be investigated. Excepting Neem which is a farm species, four of these species are found both in natural forest (including Forest Reserves and National Parks) and as on-farm trees. All the species under this section take longer to reach maturity than Moringa and Jatropha.

 

For the species under MAFE consideration, the proximity of the fatty acid composition (where available) of their oils to the composition of commercial vegetable oils are mapped in Table 1, along with relative fatty acids saturation.  It is thought that some tree oils could possibly be marketed as substitutes for higher-priced oils, notably Sweet Almond and Jojoba, that are used as body/massage oils, cosmetic bases and carriers, in addition to finding food/edible oil uses.

 


Table 1: MAFE Study of Saturation of Fatty Acids in Tree Seed Oils


Seasonality

The seasonality of “seed drop” of the foregoing cluster of oil-bearing species has been considered. Although harvesting, sun-drying and storage of Neem and Natal Mahogany may be frustrated by rainfall and high humidity in their respective harvest seasons, the overall annual sequence of harvesting for the indicated species may, subject to feasibility assessment,  provide opportunities for one or more commercial processors to specialize and orient their entire operations to tree seeds. Respective harvest seasons are:

 

Moringa   (Moringa oleifera)                                   Oct – Nov

Neem (Azadirachta  indica)                                                Dec – Jan

Natal Mahogany (Trichilia emetica)                       Jan – Mar

Manketti (Schinziophyton rautanenii)                    Mar - Apr

Jatropha (Jatropha curcas)                                     Apr – Jun

Marula (Sclerocarya birrea)                                    Apr - Jul

African Star-Chestnut (Sterculia africana) May – Sep

 

Synergy with other oilseeds

In some locations it may become attractive for businesses that crush conventional oilseeds, such as sunflower and/or groundnut, to integrate some tree seed oil production into their annual program, specially during the oilseeds “off-crop”, i.e. December – April.

 

4.3        Fish Bean (Tephrosia vogelii)

 

MAFE is committed to investigation of properties and potential uses of Fish Bean (Tephrosia vogelii). SHOGA has repeatedly expressed interest in promotion of this plant for both (organic management system) soil improvement and, possibly, NPP purposes.

 

Opportunities to investigate this species have been limited. CCCD Tephrosia specialists have been unable to find time to assist MAFE, however the Natural Products Research team led by Prof Berhanu M. Abegaz at the University of Botswana, with which WSU is associated, is undertaking leaf and seed analysis[28].

 

4.4        Related MAFE Core Species Considerations

 

Since Fish Bean , Moringa, Marula, Natal Mahogany and Neem are promoted in the MAFE 1995 Agroforestry Field Manual, they have been afforded special consideration in this Program; all decisions on selection of strategic species have been made jointly with LRCD.

 

Investigation of the commercial potential of other agroforestry species is being pursued as time permits.

 

5          Development of a Market Database for targeted Products

 

5.1         MAFE Strategy

 

MAFE’s approach to commercialization is holistic. Possibly a targeted species will become economically viable only when several of its uses/product applications are all fully exploited.  Thus, although plant oils and their by-products are the current focus of MAFE research and development, it is intended that all potential subsistence and commercial products will be captured in market surveys for the targeted species.

 

MAFE accordingly plans to supplement the study of plant oils and by-products with inquiries into local usage and marketing of other products from the strategic species. These can range from food uses of plant materials to timber and firewood, also specialized uses such as traditional medicines and pesticides, where dosage rates need to be noted.  Additionally, efforts will be made to value the environmental benefits (and costs, if any) of exploiting the species and their implications for NRM will be described.

 

Botanical pesticides and anti-feedants derived from Fish Bean, Neem and Jatropha are to receive special consideration. 

 

Matrices of potential products of strategic species have been prepared by MAFE (Annex 2).

 

Market investigations will follow three principal thrusts:

 

·        Assessment of Malawi’s comparative advantage (if any) to supply respective NPPs, including chemical isolates/fractions, that are already traded nationally, regionally and internationally;

 

·        Determination of the opportunities for Malawi NPPs to replace and compete with other products in trade – by virtue of similarity of physico-chemical properties;

 

·        Reporting on the means of compliance with national regulatory/safety standards in the more promising markets.

 

The nature of the marketing and distribution systems and market segmentation for identified products will be examined and, where possible, trends in supply and demand will be reported upon.

 

Price formation and the costs of production and processing will be studied and principal actors in trade will be interviewed. Institutions that are committed to supporting NPP development, including providers of finance, will be identified.

 

5.2        Some Commercial Benchmarks


Commercial Benchmarks: Industrial/mineral oils and cooking oils

 

For experimental control purposes, commercial oilseeds, i.e. groundnuts (+/- 44% oil content) and sunflower (+/- 40% oil content), have – when available - been included in MAFE trials. Their current bulk wholesale prices, delivered Blantyre are K40/kg (shelled) and K12/kg (whole seed) respectively.

 

Castor seed would have been included in the benchmarking exercise as its oil is popular with paint manufacturers but samples could not be obtained in time for trials. Its cultivation has declined markedly in recent years as a result of the withdrawal of Agricultural Development and Marketing Corporation (ADMARC) from this business.

 

The Lilongwe soya bean processing business, SEBA Foods (SEBA) was visited in September 2001. SEBA processes about 2,500 t of beans annually, supplied by a trader network. It manufactures various SEBA food products. Oil is produced as a by-product and probably amounts to up to 400 tonnes annually. Insoluble foots/fibrous matter is removed by filtration and settlement (6 vessels before filter; two after filter). The filtered oil is sold unrefined to other industries.

 

Industrial/Mineral Oils

International wholesale price benchmarks for crude oils taken for reference on July 5, 2001[1] were:

                                                            US$/kg                                    K/kg (K80 = $1)

Palm Oil                                              0.27                                         21.60

Soya Oil                                              0.35                                         28.00

 

After allowing for handling and transportation charges and taking advice from importers it was considered by MAFE that the landed (Blantyre) price of such crude oils for food and mineral/fuel/paint oil use should be taken as some K39/kg.

 

Cooking Oil

In July 2001, refined sunflower oil was being sold by Blantyre-based refineries ex-factory at retail prices (unpackaged) of some K80/litre (K89/kg) upwards; they were also selling the presscake by-product for animal feed (unmilled) at some K9/kg.  Naming’omba Tea Estates Ltd produces about 20,000 litres of (by-product) macadamia nut oil annually. It sells to its employees and the general public at a price (excluding packaging and surtax) of K117/litre, and K149 including container; the same oil can be bought in Zomba at about K215/litre (retail, packed).

 

MAFE has taken K80/litre, as a benchmark price for considering the feasibility of marketing ‘substitute’ cooking oils derived from tree seeds.

 

We hope that in due course some tree oils will command far higher prices locally and internationally by lending themselves to specialized applications or as substitutes for costly oils such as olive oil. For example, Sweet Almond Oil B.P. (KTC brand) has been found in a Lilongwe supermarket priced at K695/500 ml (17.5 fl oz). It is used as body oil.

 

The price of Sunflower seed in Morogoro, Tanzania is (June 2001) TSh130/kg, equivalent (at K1=TSh 11.70) to some K11.10/kg, and the Tanzania unrefined sunflower oil price is TSh900/litre ,i.e. K76.90/litre or about $1/litre. These closely resemble prices in Malawi.

 

[1]Financial Times 06/07/01

 

 

 

 


5.3        A-SNAPP linkage

 

During 2000, after attending an A-SNAPP Roundtable[29] in Cape Town, MAFE applied for associate membership of this USAID-supported, pan-continental Natural Resource-based (NR) product development organization with the view to:

 

·        sharing experiences,

·        networking of information and

·        possible collaboration in NR product market research, etc.

 

Malawi has little information on the international marketing system, demand and respective product specifications for agroforestry tree products. This constraint is being partly addressed through a regional joint market research project arranged by USAID between MAFE and A-SNAPP, commencing November 2001. Further work may be undertaken with A-SNAPP from 2002 in the international market.

 

 

5.4        SANProTA linkage

 

MAFE’s NGO partner in NR product development, EDETA is a founder member of SANProTA. SANProTA and its Zimbabwe member, SAFIRE are very interested in collaborating with MAFE generally in market investigations.

 

 

5.5        A-SNAPP Proposed Collaboration in Market Investigations

 

In June 2001 USAID, Washington summoned a meeting with WSU and A-SNAPP/Rutgers representatives to consider collaboration in market investigations; lessons had been learned from an A-SNAPP study in West Africa. It was felt that MAFE and WSU could work with A-SNAPP to build on that and conduct a study in Southern Africa.

 

Agreement in principle was reached for MAFE to organize a Southern Africa Natural Plant Product Marketing and Production Study in up to 5 countries for a shortlist (to be agreed) of strategic species that broadly satisfied the selection criteria.  Specialists in market analysis and production from within the Region would be contracted by MAFE for this purpose and with the possible view to future “market update” studies.

 

WSU and MAFE Project developed a questionnaire for data capture and formats for data analysis and reporting, ready for inspection/comment by A-SNAPP.

 

5.6        Immediate Plans with Local/Sub-Regional Partners

 

MAFE plans to initiate independent surveys in Malawi in November with assistance from SANProTA, EDETA and SAFIRE, following the approach that has been proposed. Malawi investigations are expected to continue until January 2002.

6          means of production: OIL Extraction TECHNOLOGies AND ADAPTIVE engineering RESEARCH required

 

Having settled on a cluster of oil-bearing species for initial investigation, MAFE Project and LRCD decided to investigate and take advice on available mechanical oil extraction technologies suited to small or medium-scale operation (species selection criterion No. 4). Another technology, aqueous extraction, is discussed in Chapter 7, Section 7.4.3.

 

The Project’s inquiries revealed that although suitable mechanical oil extraction systems were available for Jatropha, technical problems were encountered worldwide in extracting Moringa oil. With the exception of Natal Mahogany (Zimbabwe: BTP) and Marula (Namibia: SAMOPN), no secondary data could be obtained on efficiency of oil extraction with the minor species of interest to the partners.

 

It was agreed that a systematic investigation of mechanical oil extraction systems and associated adaptive research should be carried out by BCA. In order to avoid delaying efforts to characterize products (for which no samples were available) it was decided that the investigation would be commissioned by MAFE concurrently with a program to manufacture product samples.

 

 

6.1        Manual Oil Extraction Systems

 

6.1.1       Background

 

In 1997 with financial support from PROSCARP and with the view to assisting the smallholder sector, CARS-FMU carried out oil extraction trials on seeds of both Moringa and Jatropha on a CAMARTEC[30] BP30 manual ram press bought from Zimbabwe. The key components of this machine are a lever-operated piston (diameter 30 mm) with a stroke of 75 mm moving through a reinforced cage of 15 longitudinal iron bars spaced typically at some 0.8 mm (0.5 or 0.6 mm for Sunflower), through which oil is released. Press cake is released from an adjustable end-of-cylinder choke cone. The press is operated by one person but the work necessitates frequent rests. CARS-FMU crude oil extraction rates by weight were 7.7% for Moringa and 18.3% for Jatropha with output at the rate of some 0.30 kg and 1.36 kg of oil/hour respectively. It was felt that the design was inappropriate for Moringa and not ideal for Jatropha and that further experimentation and (later) demonstration were necessary at the farm level.

 

Jatropha oil extraction by ram press has in recent years been promoted by Appropriate Technology International (renamed Enterprise Works in 1998) and Africare (sponsored by USAID), GTZ and their respective partners in Mali, Tanzania, Zambia and Zimbabwe. A press manufacturing and sales facility was established in Zimbabwe in partnership with Shamen Engineering Ltd and ZOPP Pvt. Ltd.

 

For several years Malawi Industrial Research and Technology Development Center (MIRTDC), International Eye Foundation (IEF), Plan International (PI) and other organizations[31] have promoted the use of versions of the ram press mainly for sunflower oil extraction. IEF and its partners have supported demonstration and development of Sunflower and Moringa oil extraction using ram presses in various locations in Lower Shire as part of a food security support strategy. Most presses in Malawi have been manufactured by MIRTDC (which continues to offer this product at a price of some K9,000); some have been bought from Tanzania and Kenya (PI) at a cost ex-factory of some $275 (K22,000) each. Khumbo Oil Refinery (KOR) was one of the family businesses assisted by IEF and has continued operating a MIRTDC prototype ram press[32] for 4 years; its main business is groundnut oil extraction. PI-assisted communities in Kasungu press Sunflower with a Kenyan ram press where a potential extraction rate of 41.7% has been claimed. ZOPP Pvt. Ltd considers that for sunflower a mean extraction rate of 25.5% (whole seeds) is normal. Manufacturers’ performance statistics for pressing conventional (but not tree) oilseeds are enclosed in the MAFE Dossier on Mechanical Oil Extraction Systems that accompanies this report.

 

In 1994, under a Moringa collaboration between Blantyre Polytechnic (BP) and Leicester University (LU), the Intermediate Technology Development Group, Zimbabwe (ITDG-Z) carried out Moringa oil extraction experiments. The first was with a Ram Press, the second - with Valmore Paints Ltd  - on a Tinytech mechanical expeller from India and the third on a manual Spindle Press made by Malawi Entrepreneurs Development Institute (MEDI). The Ram Press (design unspecified) was quickly discarded as being of too low labour efficiency, yielding oil under trials at the rate of just 170 ml/hour. Work at Mponela with the MEDI Spindle Press gave a maximum Moringa oil yield of 21.6% from crimped seeds but the oil was of poor quality because there was charring during seed pre-treatment.

 

In early 2001 MAFE and Bunda College of Agriculture (BCA) staff attended an EDETA field demonstration of manual oil extraction from Groundnuts and Moringa at Neno. The MIRTDC ram press could not be made to operate efficiently.

 

Based on the results of the work of CARS-FMU and the results of its own collaborative trials in early 2001 (see below), MAFE commissioned (BCA) to carry out adaptive research to improve the performance of ram presses and a spindle press with tree seeds. The report on this work has been received and distributed.

 

6.1.2       Summary of results of adaptive research

 

The complete results are presented in the accompanying Dossier on Mechanical Extraction Systems.

 

6.1.2.1     Engineering

 

Ø      Seed conditioning

Besides requiring gentle heating immediately before pressing, Moringa and Jatropha seeds should be partly decorticated. BCA experiments indicate that a ratio of 50% decorticated to 50% undecorticated seeds is optimal. At the village level this implies that seeds should be lightly pounded in a pestle and mortar and part of the seed shell should be eliminated by winnowing.

 

Ø      Ram press suitability

Conventional ram press bar cages are suitable for Jatropha  and Trichilia oil extraction but give a poor extraction ratio for Moringa. Although a standard cage bar spacing of 0.5 mm was required for tests, it was not possible to identify an immediately available press of the desired precision for the initial trials (under a Stage 1 program) due to the nature of the local manufacturing process. MIRTDC had observed that this provided an actual spacing in the range of some 0.5 – 1.1mm. In various MAFE-sponsored Moringa trials (see Stage 1) the maximum oil yield obtained from the above pressing mixture was 9% (i.e. 6% on whole seed); prior to achieving design improvements, the BCA trials yielded just 6% (4% on whole seed).

 

Ø      Cylinder cage

BCA has developed a perforated cylinder to replace the “conventional” bar cage[33] for Moringa oil extraction, achieving (under triplicate trial replication) some 12% extraction on the foregoing 50:50 mixture (equivalent to 8% extraction from whole seeds). The manufacturing process is cheap and dependable, moreover the cylinder is easy to clean and significantly more hygienic than a bar cage - which can be fully cleaned only when dismantled. 1 mm cylinder perforations are best for Moringa but 1.5 mm perforations are good for both Moringa and Jatropha. The cylinder is unsuitable for Trichilia.

 

Ø      Spindle press

The machine tested collapsed under the pressure of ‘normal’ use. Before this event BCA found that this machine offered no advantages over a ram press in throughput and, at a unit cost of some K40,000 upwards,  it was relatively expensive.

 

6.1.2.2     Economics

 

Ø      Ram press

Manufactured in Malawi, this machine costs about K10,000 and for Moringa can produce about  0.5 kg of crude oil/hour, say 4 kg crude oil/day at a throughput of some 6.5 kg of pressing mixture/hour. In the Stage 1 trials Jatropha and Trichilia gave approximately twice this output.

 

On an estimated life of about 3 years, and assuming low oil output (i.e. Moringa only) of some 500 kg/year[34] the rate of “write-off” of the capital cost of the press in relation to the output during its life (1,500 kg oil) would be some K7/kg crude oil. This projection assumes that the press would be used for 25 weeks each year, i.e. some 50% utilization (single shift basis). MAFE calculations (see Dossier) for capital write-off (50% utilization) on Moringa oil extraction of a Sundhara Sayari mechanical expeller[35] from Tanzania over a 5-year life indicate a charge of about K20/kg crude oil. This is considered by MAFE to be among the cheapest expellers available yet its projected “capital cost/kg extracted oil” compares poorly with locally made ram presses.

 

Compared with Malawi-manufactured ram presses, the ram presses from neighbouring countries cost twice as much[36], in the region of K20,000 each. The projected rate of their capital write-off on Moringa – perhaps K14/kg crude oil – approaches that of a motorised expeller.

 

It should be noted that when used principally for groundnut or sunflower seed crushing, the capital cost of imported ram presses and expellers becomes almost insignificant in relation to output, i.e. it reduces to about one sixth that estimated for Moringa and amounts to about K3/kg crude oil. Durable ram presses may have a working life greatly in excess of 3 years but, excepting one special case, MAFE has no data on ram press life.

 

6.2        Motorized Oil Extraction Systems

 

6.2.1       Background

 

Komet

The Chitipa District Health Project (assisted by GTZ[37]) has helped the Kafora community to establish a Sunflower oil extraction business that uses a “high-tech” electrically powered German “Komet” expeller. This is a bench-sized 2-stage machine fitted with seed pre-heaters. In the 1999 trial season some 800 litres of Sunflower oil were produced over a period of 3 months (62 litres/week) at an oil extraction rate of 18.1%. Small tests with Groundnut variety CG7 and Moringa gave reported extraction rates of 45% (unlikely) and 10% (credible) respectively. Groundnut oil was palatable; Moringa oil colour was unexpectedly dark and thick (probably polymerised). The same make of machine is used by Optima in Tanzania for small-scale Moringa oil extraction[38], where an extraction ratio of 1:7 (14.3%) is achieved but clogging of cake is a problem. This machine is thought to cost some $15,000.

 

Tinytech

The Tinytech expeller of Valmore Paints Ltd is a machine fitted with a steam seed pre-treatment apparatus and suitable for conventional oilseeds including Castor (for paint-making). Tinytechs are operated by at least one Blantyre sunflower oil refiner on a full-time basis. Several of these machines were imported in the 1980s through a credit program administered by the Small Enterprise Development Organisation of Malawi (SEDOM).

 

In a 1994 trial run organized by Machell, K. of ITDG-Z at Valmore using Moringa, the Tinytech was found to give unsatisfactory oil extraction from crimped kernels; oil leaked out with presscake and cake clogged in the worm.

 

In 2001 MAFE commissioned Bunda College of Agriculture (BCA) to test the Valmore Tinytech and ascertain the causes of its 1994 failure. The report has been received.

 

ITDG-Z work in Zimbabwe in 1995, cold-pressing with a small, motorised expeller (no seed pre-treatment) gave a Moringa oil extraction rate of 10.8%. BTP reports poor extraction rates and clogging of Moringa on both manual presses and mechanical expellers.

 

Sundhara

The Zimbabwe soap industry based on Jatropha oil was developed with assistance from ITDG-Z and other organizations. Oil is extracted by Tinytech and Sundhara expellers. The Sundhara was developed in Nepal under a GTZ assistance program through FAKT-Consult and has been adapted for use with Jatropha in a number of countries, notably Mali.

 

The Sundhara is manufactured in two factories in Zimbabwe and in a factory in Tanzania. BTP uses a Zimbabwe Sundhara on Jatropha, Natal Mahogany[39] and Moringa seeds. It initially experienced frequent clogging with the latter; it considers Moringa oil extraction efficiency can be raised by reducing the rotation speed from 44 rpm to 36 rpm.

 

Sundhara manufacturers do not require copyright permission since the Sundhara is not patented. The Tanzanian Sundhara (8 h.p.power rating) is advertised at a rated sunflower seed (local variety; whole) throughput of some 60 kg/hr and an impressive crude oil extraction rate of about 26%.

 

MAFE ranked manufacturers of this machine within the region according to several criteria and decided that the Tanzanian source scored highest on several points (see Dossier). Price details are given in Footnote 41on the next page.

 

MAFE then commissioned BCA to investigate the Tanzania machine, determine its suitability for tree seed oil extraction and conduct adaptive research to configure it for use with tree seeds. In June 2001 the Head of Agricultural Engineering of BCA, Mr Henry F. Mbeza, carried out the assignment in Morogoro, Tanzania according to agreed terms of reference, submitting his final report in September (see Dossier).

 

6.2.2       Summary of results of adaptive research

 

6.2.2.1     Engineering

 

Ø      Komet

MAFE and its partners have no experience of this expeller. Valmore owns a new, unused Komet that could be commissioned and tested. Information is being sought (October 2001) on machines operated by Naming’omba Tea Estate Ltd.

 

Ø      Tinytech

MAFE and BCA have no experience of working with a new machine. MAFE and MIRTDC visited a commercial refinery in Blantyre to see an old model crushing sunflower; this machine had been extensively rebuilt.

 

The machine owned by Valmore provided useful experience to BCA and MIRTDC staff in the technical challenges of expelling tree seeds but, as was the case for Machell, major mechanical problems were encountered. The machine could not be made to run effectively and no useful production data could be generated.

 

Ø      Sundhara

The Sundhara model from Tanzania is an adaptation of the original design and is called a Sundhara Sayari .

 

The principal findings of BCA were as follows:

 

-         Reconfiguration of settings of the Sayari to graduated cage bar spacing of 0.4 mm – 0.2 mm and cone diameters of 90-98-98 respectively achieved satisfactory Moringa oil extraction of 14.7% on whole seeds, equaling a ratio of 1:6.8, i.e. about the same as achieved by Optima with a Komet.

-         In its ‘standard’ setting of 0.8 – 0.4 mm and 86-96-98 the Sayari is suitable for Groundnuts, Sunflower and Jatropha.

-         For ease of operation, a complete set of spare worms and cones should be kept with the machine so that cleaning of one set (hot water and detergent) can take place during running time.

-         Further work is required to configure the Sayari for Natal Mahogany and Neem. Results for Natal Mahogany were disappointing with a very low rate of extraction.

-         For eye safety, oil splash guards should be fitted.

-         V-belt grooves should be fitted on pulleys.

-         An electric motor of less than 5.5 kw may be adequate.

-         Lubrication of the machine with high-temperature grease may be required.

-         The effect of high operating temperatures (from friction) on Moringa[40] and other oils should be compared with that from cold pressing with ram presses.

-         Cage holders are over-designed and the bottom of the oil receiver should be uncovered.

-         BCA ideas for replacing the bar cage with a prototype perforated cylinder in tree seed oil extraction should be tested in a further adaptive research project.

 

6.2.2.2     Economics

 

Ø      Sundhara

-         BCA recommended that detailed cost analysis of this machine, and the scope for economizing on the cage holder and oil receiver specification should be investigated.

-         MAFE calculations (see Dossier) indicated that on an estimated life of 5 years the capital repayment and single-shift operating cost of a Sundhara Sayari expeller (diesel driven), as quoted[41], would be as follows:

Kwacha/litre crude oil

Sunflower oil (12 months’ operation/year)                                      13

Moringa oil only (6 months’ operation/year)                                               47

 

Consideration of equipment utilization leads to a conclusion that, provided suitable cones and worms are available for fitting, integration of Moringa and/or other tree seed oil production with Sunflower or Groundnut oil production could be advantageous.

 

6.3        Overall Results of Research on Mechanical Extraction Systems

 

Overall results of BCA, MAFE and EDETA  research and development on mechanical oil extraction systems for Moringa were as follows:

 

Table 2: Comparison of Efficiency of Mechanical Extraction Systems

 

 

Parameter

Manual

Ram Press (improved)

 

Seasonal use only

Small motorized expeller

 

Seasonal use only

Larger motorized expeller (source: Optima of Africa Ltd)

Full-time use

Efficiency of extraction:

25%

50%

53%

Extraction ratio weight % whole seeds:

6.6%

14%

16% (?)

Ratio of oil to whole seeds:

1:15

1:7

1:6

Capital and operating cost/kg oil produced

$1

$0.76

$0.40 (approx)

Minimum capital investment/

processor

$200

K12,000

$5,000

K300,000

$300,000 (?)

K18,000,000 (?)

 

 

6.4        Conclusions Drawn and Next Steps to be Taken

 

Motorized extraction systems always achieve a higher extraction ration than manual methods but they depend upon a minimum throughput for economic operation. The partners consider that respective expellers should not be imported for trial on tree seeds in Malawi until:

 

oils and their by-products have been characterized and their ‘quality’ determined;

 

their market potential and likely prices have been assessed; and

 

the available seed resources has been quantified.

 

However, recent discussions with Naming’omba Tea Estate suggest an attempt should be made to run available tree seed samples, specially Moringa, through one of the Estate’s Macadamia Nut oil expellers to compare extraction efficiency with that achieved by BCA in Tanzania.

 

 

 

 

7          Filling the OIL PRODUCTION Qualitative and Quantitative Data vacuum

 

7.1        Production Research Required

 

Notwithstanding a comprehensive literature search and consultations with MIRTDC and the other organizations listed, secondary data was lacking from Malawi and abroad on

 

·        input-output economics of village-scale extraction of seed oils of Moringa and Jatropha and

·        respective qualitative/compositional data (see Chapter 2) for the output.

 

Such information is vital for determining feasibility of any respective small to medium scale enterprise development and for justification of any related project/investment proposal.

&n