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MAB_RiskAssess_2024.Rmd
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MAB_RiskAssess_2024.Rmd
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---
bibliography: riskassess.bib
csl: plos.csl
fontsize: 10pt
geometry: left=2cm, right=2cm, top=2cm, bottom=3cm, footskip = .5cm
link-citations: yes
output:
pdf_document:
includes:
in_header: latex/header.tex
keep_tex: yes
html_document:
df_print: paged
subparagraph: yes
urlcolor: blue
---
```{r setup, include=FALSE}
# library(tint)
# # invalidate cache when the package version changes
# knitr::opts_chunk$set(tidy = FALSE, cache.extra = packageVersion('tint'))
# options(htmltools.dir.version = FALSE)
#Default Rmd options
knitr::opts_chunk$set(echo = FALSE,
message = FALSE,
dev = "cairo_pdf",
warning = FALSE,
fig.width = 4,
fig.asp = 0.45,
fig.align = 'center'
) #allows for inserting R code into captions
#Plotting and data libraries
#remotes::install_github("noaa-edab/ecodata@0.1.0") #change to 2020 ecodata version for release
library(tidyverse)
library(tidyr)
library(ecodata)
library(here)
library(kableExtra)
library(patchwork)
```
# Introduction
*Risk Element Information and Recommendations for Council Consideration*
The Council approved an Ecosystem Approach to Fisheries Management (EAFM) Guidance Document in 2016 which outlined a path forward to more fully incorporate ecosystem considerations into marine fisheries management^[http://www.mafmc.org/s/EAFM_Guidance-Doc_2017-02-07.pdf], and revised the document in February 2019^[http://www.mafmc.org/s/EAFM-Doc-Revised-2019-02-08.pdf]. The Council’s stated goal for EAFM is “to manage for ecologically sustainable utilization of living marine resources while maintaining ecosystem productivity, structure, and function.” Ecologically sustainable utilization is further defined as “utilization that accommodates the needs of present and future generations, while maintaining the integrity, health, and diversity of the marine ecosystem.” Of particular interest to the Council was the development of tools to incorporate the effects of species, fleet, habitat and climate interactions into its management and science programs. To accomplish this, the Council agreed to adopt a structured framework to first prioritize ecosystem interactions, second to specify key questions regarding high priority interactions and third tailor appropriate analyses to address them [@gaichas_framework_2016]. Because there are so many possible ecosystem interactions to consider, a risk assessment was adopted as the first step to identify a subset of high priority interactions [@gaichas_implementing_2018]. The Council completed its first risk assessment in 2017 and the risk elements included in the assessment spanned biological, ecological, social and economic issues and risk criteria for the assessment were based on a range of indicators and expert knowledge [@gaichas_implementing_2018].
The risk assessment is updated annually and was designed to help the Council decide where to focus limited resources to address ecosystem considerations by first clarifying priorities. Overall, the purpose of the EAFM risk assessment is to provide the Council with a proactive strategic planning tool for the sustainable management of marine resources under its jurisdiction, while taking interactions within the ecosystem into account.
Given the length of time since its initial development, the availability of new information and analyses, and ever-changing risks facing Council-managed fisheries, the Council conducted a comprehensive review of the EAFM risk assessment in 2023. The goal of the review was to produce an updated risk assessment that incorporates the latest scientific information, reflects the Council’s current priorities, and can be adaptive and responsive to new and changing conditions that can support a variety of Council management needs. At the conclusion of the review, the Council identified 28 risk elements to be included in the updated assessment – 24 existing elements and 4 new elements. In addition, the Council supported new and/or revised indicators for 16 of the existing risk elements.
This draft document revises the Mid-Atlantic Council’s EAFM risk assessment and includes the changes approved by the Council as part of its comprehensive review and updates the assessment with the most recent data available, indicators from the 2024 State of the Ecosystem report, and with new analyses conducted by Council and Center staff for relevant risk elements. This report does not include rankings for 3 existing elements and the 4 new elements approved by the Council. Additional time is needed to develop the indicators and risk ranking criteria for these elements. Once developed, this information will be shared with the Council’s Ecosystem and Ocean Planning Committee and Advisory Panel for review and feedback. A final EAFM risk assessment report with information on all 28 risk elements will then be presented to the Council later this year for approval.
*Components of the EAFM risk assessment*
**Risk Elements** - identify what we are measuring. They can be any aspect that may threaten achieving the biological, economic, or social objectives that the Council desires from a fishery.
**Definitions** - describe why we are measuring it and clearly state what is at risk. In general, because the Council is charged with managing fisheries for Optimum Yield (OY), many risk definitions are centered on a particular element’s potential impact on achieving OY. However, some Risk Elements addressed additional Council objectives (e.g. maximizing fishery value, optimizing employment).
**Indicators** - are how we measure risk and are observations that gives information about the risk element. Indicators may be a time series of data, may come from an individual study, or from qualitative information.
**Risk Criteria** - help specify what is the risk and include the following risk levels: low, low-moderate, moderate-high, and high.
**Risk Assessment** - applies the risk criteria to the indicators and summarizes the rationale for the risk ranking.
The risk elements included in the Council’s 2024 updated assessment span biological, ecological, social and economic issues (Table \ref{riskel}) and risk criteria for the assessment were based on a range of indicators and expert knowledge (Table \ref{allcriteria}).
```{r riskel, echo=FALSE, message=FALSE, warnings=FALSE, results='asis'}
#tab.cap="Risk Elements, Definitions, and Indicators Used\\label{riskel}",
elem <-read.table("riskelements2024.txt", sep="|", header=F, strip.white = T, stringsAsFactors = F)
elem <- elem[,2:4]
names(elem) <- c("Element", "Definition", "Indicator")
# elem$Element <- factor(all$Element, levels=c("Assessment performance", "F status", "B status", "Food web (Council Predator)", "Food web (Council Prey)", "Food web (Protected Species Prey)",
# "Ecosystem productivity", "Climate", "Distribution shifts", "Estuarine habitat", "Offshore habitat", "Commercial Revenue",
# "Recreational Angler Days/Trips", "Commercial Fishery Resilience (Revenue Diversity)", "Commercial Fishery Resilience (Shoreside Support)",
# "Fleet Resilience", "Social-Cultural", "Commercial", "Recreational", "Control", "Interactions", "Other ocean uses", "Regulatory complexity",
# "Discards", "Allocation"))
kable(elem, format = "latex", booktabs = T, longtable=T, caption="Risk Elements, Brief Definitions, and Indicators Used. Additional detail and information on each risk elements definition and indicator(s) can be found in the full risk assessment text.\\label{riskel}") %>%
kable_styling(font_size=8, latex_options=c("repeat_header", "striped")) %>%
column_spec(1, width="2.5cm") %>%
column_spec(2:3, width="7cm") %>%
group_rows("Ecological",1,11) %>%
group_rows("Economic",12,15) %>%
group_rows("Social",16,18) %>%
group_rows("Food Production",19,20) %>%
group_rows("Management",21,28)
#landscape()
```
\newpage
\pagestyle{plain}
```{r allcriteria, echo=FALSE, message=FALSE, warnings=FALSE, results='asis'}
#tab.cap="Risk Ranking Criteria used for each Risk Element\\label{allcriteria}",
all<-read.table("riskrankingcriteria2024.txt", sep="|", header=T, strip.white = T, stringsAsFactors = F)
names(all) <- c("Element", "Ranking", "Criteria")
all$Ranking <- factor(all$Ranking, levels=c("Low", "Low-Moderate", "Moderate-High", "High"))
all$Element <- factor(all$Element, levels=c("Assessment performance", "F status", "B status", "Food web (Prey availability)", "Food web (Predation pressure)", "Food web (Protected species prey)",
"Ecosystem productivity", "Climate", "Distribution shifts", "Estuarine habitat", "Offshore habitat", "Commercial value",
"Recreational angler days/trips", "Commercial fishery resilience (Revenue diversity)", "Commercial fishery resilience (Shoreside support)",
"Commercial fishery resilience (Fleet diversity)", "Recreational fleet diversity", "Fishing community vulnerability", "Commercial fishing production", "Recreational fishing production", "F Control", "Tech Interactions", "Offshore wind (Bio/Ecosystem)", "Offshore wind (Science/Access)", "Other ocean activities", "Regulatory complexity",
"Discards", "Allocation"))
allwide <- all %>%
spread(Ranking, Criteria)
kable(allwide, format = "latex", booktabs = T, longtable=T, caption="Risk Ranking Criteria used for each Risk Element. Additional information on the risk ranking criteria can be found in the full risk assessment text.\\label{allcriteria}") %>%
kable_styling(font_size=8, latex_options=c("repeat_header", "striped")) %>%
column_spec(1, width="2cm") %>%
column_spec(2:5, width="5cm") %>%
landscape()
```
\clearpage
\pagestyle{fancy}
# Risk Assessment
## Ecological Elements
### Stock Assessment Performance
**Description:**
Stock assessments provide the scientific basis for sustainable fishery
management in this region. This risk element is applied at the species
level, and addresses risk to achieving OY due to scientific uncertainty
based on analytical and data limitations. The Council risk policy
accounts for scientific uncertainty in assessments, with methods for
determining scientific uncertainty currently being refined by the
Council's Scientific and Statistical Committee (SSC).
Other assessment-related risk elements (F status and B status) describe
risks according to our best understanding of stock status, but
assessment methods and data quality shape that understanding.
**Definition:**
Risk of not achieving OY due to analytical limitations
**Indicators:**
Stock assessment review and general assessment data quality contribute to assessment of assessment performance risk. The EOP and
Council can continue to use pass/fail criteria from independent stock
assessment reviews while more formally incorporating data quality
indicators (including data quality impacts from any source of scientific
survey constraint), assessment retrospective performance indicators, or
other indicators of analytical limitations. The SSC OFL CV process
already reviews many aspects of analytical assessment uncertainty,
including data quality and retrospective performance, which may further refine criteria used in this EAFM risk assessment.
**Risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low Assessment model(s) passed peer review, high data
quality, small retrospective pattern
Low-Moderate Assessment passed peer review but some data and/or
reference points may be lacking
Moderate-High Assessment passed peer review but with major data
quality issue or large retrospective pattern
High Assessment failed peer review or no assessment,
data-limited tools applied
-----------------------------------------------------------------------
An alternative set of criteria could apply OFL CVs used by the SSC for
establishing ABC, which represent overall assessment uncertainty. An OFL
CV of 60% could represent the low risk category, 100% the low-moderate
risk category, 150% the moderate-high risk category, and stocks without
an assessment (where OFL CV is usually not applied) remaining in the
high risk category. If applying these criteria, we could change the name
of this to "Assessment uncertainty" to match what the SSC is evaluating.
**Risk Assessment**
Stocks with low risk due to assessment performance include ocean quahog, surf clam, summer flounder, scup, black sea bass, Atlantic mackerel, butterfish, golden tilefish, bluefish, and spiny dogfish. Longfin squid are assessed with index-based assessment methods which rank low-moderate risk due to incomplete survey coverage in some years, and reference points for longfin squid are lacking. Shortfin squid also lack reference points, and the 2022 Research Track assessment was unable to put any analytical method forward to evaluate stock status or trends, so assessment performance risk increased to high. The monkfish 2016 operational assessment was unable to model growth or population status due to innaccurate ageing methods, so both northern and southern stocks rank high risk for this element. Blueline tilefish ranks as high risk for assessment type because it is assessed with the data limited methods (DLM) toolbox, and chub mackerel rank high risk due to no assessment.
### Fishing Mortality Status and Stock Biomass Status
**Description:**
Managed fisheries are required to be prosecuted within fishing mortality
limits and managed stocks are required to be maintained above minimum
threshold biomass levels to preserve sustainable yield. These elements
are applied at the species level. Because OY is the objective, and OY is
at most MSY under U.S. law, fishing mortality ($F$) limit reference
points are based on $F_{MSY}$, while the stock biomass ($B$) target is
biomass at MSY ($B_{MSY}$). $F$ and $B$ status relative to established
MSY-based target and limit reference points or proxies [@gabriel_review_1999] from stock assessments therefore indicate the level of risk
to achieving OY from either overfishing or stock depletion,
respectively.
**Definitions:**
Fishing Mortality -- F Status: Risk of not achieving OY due to
overfishing
Stock Biomass -- B Status: Risk of not achieving OY due to depleted
stock
**Indicators:**
Stock assessments estimate both current F relative to the F reference
point and current B relative to the B reference point and these
indicators are used directly. When these quantities are not estimated
due to analytical limitations, the SSC can evaluate the weight of
evidence for risk of overfishing and overfished status based on evidence
outside the stock assessment, and this evaluation is used in the EAFM
risk assessment.
```{r stock-status, fig.width = 7.5, fig.asp = 0.6, fig.cap = "Summary of single species status for MAFMC and jointly federally managed stocks (Spiny dogfish and both Goosefish). The dotted vertical line is the target biomass reference point of $B_{MSY}$. The dashed lines are the management thresholds of one half $B_{MSY}$ (vertical) or $F_{MSY}$. (horizontal). Stocks in orange are below the biomass threshold (overfished) or have fishing mortality above the limit (subject to overfishing), so are not meeting objectives. Stocks in purple are above the biomass threshold but below the biomass target with fishing mortality within the limit. Stocks in green are above the biomass target, with fishing mortality within the limit."}
# code = readLines("https://raw.githubusercontent.com/NOAA-EDAB/ecodata/master/chunk-scripts/human_dimensions_MAB.Rmd-stock-status.R"),
a <- ecodata::plot_stock_status(report = "MidAtlantic")
a$p + ggplot2::coord_cartesian(xlim=c(0,2), ylim=c(0,2)) + ggplot2::annotation_custom(gridExtra::tableGrob(a$unknown,
theme = gridExtra::ttheme_default(base_size = 7),
rows=NULL),
xmin=0.8, xmax=1.8, ymin=1.5, ymax=2)
```
```{r unkstocks}
# flextable::flextable(a$unknown) |>
# flextable::set_header_labels(F.Fmsy = "F/Fmsy",
# B.Bmsy = "B/Bmsy") |>
# flextable::colformat_num(na_str = "-") |>
# flextable::set_caption("Unknown or partially known stock status for MAFMC and jointly managed species.") |>
# flextable::autofit()
```
**Risk criteria:**
We applied low and high risk criteria for these elements as defined in
U.S. law. Low risk criteria are $F$ \< $F_{MSY}$ and $B$ \> $B_{MSY}$
for an individual stock. High risk criteria are $F$ \> $F_{MSY}$ and $B$
\< 0.5 $B_{MSY}$ for an individual stock. The Council established the
intermediate risk categories to address stocks with unknown status.
Moderate-high risk was defined as unknown status in the absence of other
information for both $F$ and $B$. Low-moderate risk was defined as
unknown status, but with a weight of evidence indicating low overfishing
risk for $F$. Similarly, low-moderate risk for $B$ was either 0.5
$B_{MSY}$ \< $B$ \< $B_{MSY}$ or unknown status, but with a weight of
evidence indicating low risk that the population is depleted.
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low F \< Fmsy
Low-Moderate Unknown, but weight of evidence indicates low
overfishing risk
Moderate-High Unknown status
High F \> Fmsy
-----------------------------------------------------------------------
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low B \> Bmsy
Low-Moderate Bmsy \> B \> 0.5 Bmsy, or unknown, but weight of
evidence indicates low risk
Moderate-High Unknown status
High B \< 0.5 Bmsy
-----------------------------------------------------------------------
**Risk Assessment**
Single species management objectives (1. maintaining biomass above minimum thresholds and 2. maintaining fishing mortality below overfishing limits) are being met for all but two MAFMC-managed species (Fig. \ref{fig:stock-status}), though the status of six stocks is unknown (Table \ref{tab:unkstocks}). Based on current assessment results, F and B status are both in the low risk category for surfclams, ocean quahogs, scup, and black sea bass. Butterfish, bluefish, and golden tilefish F status is in the low risk category, and B risk is in the low-moderate risk category. Spiny dogfish F status is in the high risk category, and B status is in the low risk category. Summer flounder F status is in the high risk category and B status is in the low-moderate risk category. Atlantic mackerel F status is in the low risk category and B status is in the high risk category.
Stocks with unknown status have a range of rankings. F and B status for chub mackerel and northern and southern monkfish stocks are ranked low-moderate risk (unknown but weight of evidence supports lower risk). Longfin squid B is above the established B threshold, and both squid stocks have unknown F status, but F is difficult to estimate because it is very low relative to natural mortality, so they were also ranked low-moderate risk. Blueline tilefish are high risk for F status and have unknown B status and little auxiliary information in the Mid-Atlantic region, and so rank moderate-high risk for B status.
### Food Web (1) - Prey Availability
**Description:**
This element is applied at the species level.
Fish stocks and protected species stocks are managed using single
species approaches, but fish and protected species stocks exist within a
food web of predator and prey interactions. This element is one of two
separating food web risks to achieving OY for Council managed species
from two sources. This first element assesses prey availability for each
species, and the second food web risk element assesses predation
pressure on each species (see next element).
**Definition:**
Risk of not achieving OY for Council managed species due to availability
of prey.
**Indicators:**
Indicators of prey availability for each Council managed species would
be based on food habits information for the Council managed species
combined with population trends for key prey species (if available).
Prey could include all species (Council managed, other-managed, and
non-managed) or a subset as determined by the EOP and Council.
Another indicator of prey could be based on stomach contents of
predators, as was used for the 2022 bluefish research track assessment
and presented in the 2023 State of the Ecosystem report. This index
includes 22 forage species and was designed for bluefish, but also
includes important forage for summer flounder and other Council managed
species (Fig. \ref{fig:foragebio}).
```{r foragebio, fig.cap = "Forage fish index in the MAB for spring (blue) and fall (red) surveys, with a decline (purple) in fall. Index values are relative to the maximum observation within a region across surveys.", fig.asp=.6}
#, code=readLines("https://raw.githubusercontent.com/NOAA-EDAB/ecodata/master/chunk-scripts/macrofauna_MAB.Rmd-forage-index.R")
ecodata::plot_forage_index()
```
A secondary indicator of prey availability would include the fish
condition indicators from the State of the Ecosystem report (shown below
under Ecosystem Productivity). These would not rely on detailed diet
information, instead reflecting the impact of environmental drivers
including prey availability on fish growth.
**Potential risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low Prey availability high (not limiting) and/or good fish
condition past 5 years
Low-Moderate Aggregate prey available for this species has stable or
increasing trend, moderate condition
Moderate-High Aggregate prey available for this species has
significant decreasing trend, poor condition
High Managed species highly dependent on prey with limited
and declining availability, poor condition
-----------------------------------------------------------------------
**Risk Assessment**
To be developed later in year in collaboration with the EOP Committee and AP once indicators and risk criteria are developed.
### Food Web (2) - Predation Pressure
**Description:**
This element is applied at the species level.
Fish stocks and protected species stocks are managed using single
species approaches, but fish and protected species stocks exist within a
food web of predator and prey interactions. This element is one of two
separating food web risks to achieving OY for Council managed species
from two sources. This second food web risk element assesses predation
pressure on each species, and the first element assesses prey
availability for each species (see element above).
**Definition:**
Risk of not achieving OY for Council managed species due to predation
pressure.
**Indicators:**
Indicators of predation pressure on a Council managed species would be
based on food habits information for predators of the species combined
with key predator trends. This could be derived from empirical
information or food web/multispecies models. Predators could include all
species (protected, HMS, Council managed, other-managed, and unmanaged)
or a subset as determined by the EOP and Council. Predation mortality
(M2) compared to fishing mortality (F) to evaluate the relative
importance of predation mortality is another indicator that could help
inform the risk criteria levels.
**Potential risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low Predation pressure represents low proportion of overall
mortality
Low-Moderate Predation pressure moderate proportion of overall
mortality, decreasing mortality trend
Moderate-High Predation pressure moderate proportion of overall
mortality, increasing mortality trend
High Predation pressure represents high proportion of
overall mortality, increasing mortality trend
-----------------------------------------------------------------------
**Risk Assessment**
To be developed later in year in collaboration with the EOP Committee and AP once indicators and risk criteria are developed.
### Food Web (3) - Protected Species Prey
**Description:**
This element is applied at the species level.
Fish stocks and protected species stocks are managed using single
species approaches, but fish and protected species stocks exist within a
food web of predator and prey interactions. The previous two elements
focus on Council managed species OY, while this element focuses on
protected species objectives (maintain or recover populations and
minimize bycatch).
This element ranks the risks of not achieving protected species
objectives due to species interactions with Council managed species. In
the US, protected species include marine mammals (under the Marine
Mammal Protection Act), Endangered and Threatened species (under the
Endangered Species Act), and migratory birds (under the Migratory Bird
Treaty Act). In the Northeast US, endangered/threatened species include
Atlantic salmon, Atlantic and shortnose sturgeon, all sea turtle
species, and five whales.
**Definition:**
Risk of not achieving protected species objectives due to interactions
with Council-managed species
**Indicators:**
Food web models and diet information can be used to establish thresholds
of "importance" for predators and prey. Although monkfish occasionally
ingest seabirds [@perry_predation_2013], there are no Council-managed
species that are important predators of protected species [@smith_trophic_2010], so here we rank only risks where Council managed species
represent prey of protected species. An important prey of protected
species is defined here as individually comprising \>30% of the
predator's diet by weight. Critical prey warranting a high risk ranking
would be a majority (\>50%) of diet for an individual protected species.
**Potential risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low Few interactions with any protected species
Low-Moderate Important prey of 1-2 protected species, or important
prey of 3 or more protected species with management
consideration of interaction
Moderate-High Important prey of 3 or more protected species
High Managed species is sole prey for a protected species
-----------------------------------------------------------------------
**Risk Assessment**
Protected species include marine mammals (under the Marine Mammal Protection Act), Endangered and Threatened species (under the Endangered Species Act), and migratory birds (under the Migratory Bird Treaty Act). In the Northeast US, endangered/threatened species include Atlantic salmon, Atlantic and shortnose sturgeon, all sea turtle species, and 5 baleen whales. MAFMC managed species are not important predators of protected species [@smith_trophic_2010], even though monkfish occasionally ingest seabirds [@perry_predation_2013]. Atlantic salmon, both species of sturgeon, and sea turtles are not major predators of MAFMC managed species, as reviewed in the MAFMC Forage Fish white paper [@savoy_prey_2007; @johnson_food_1997; @burke_diet_1993; @burke_diet_1994; @mcclellan_complexity_2007; @seney_historical_2007; @shoop_seasonal_1992]. Information sources for marine mammal diets in the Northeast US [@smith_consumption_2015], and seabird diets [@powers_pelagic_1983; @powers_energy_1987; @powers_seabirds_1987; @schneider_state_1996; @barrett_diet_2007; @bowser_puffins_2013] were reviewed.
Diet information for protected species tends to be more uncertain than for fished species, so we consider diet at the family level for these rankings because diet compositions are not reported to the species level. Longfin squids are estimated to comprise >30% of diet for one protectes species, pilot whale, in the Northeast US [@smith_consumption_2015; @gannon_stomach_1997], therefore we rank this species low-moderate risk for this element. Shortfin squid were identified as important prey for two pelagic seabirds in the Northeast US [@powers_energy_1987], and therefore ranked low-moderate risk. Unmanaged forage fish such as sand lance and saury were identified as important prey for >3 seabird species in the Northeast US [@powers_energy_1987], as well as grey seals [@smith_consumption_2015]. MAFMC has enacted measures to restrict fishing on these species, such that they rank low-moderate risk for this element. Other MAFMC managed species do not meet the threshold of important prey of protected species based on available information, so they rank low risk for this element.
### Ecosystem Productivity
**Description:**
This element is applied at the ecosystem level (the Mid-Atlantic
Ecosystem Production Unit).
Productivity at the base of the food web supports and ultimately limits
the amount of managed species production in an ecosystem.
**Definition:**
Risk of not achieving OY due to changing system productivity at the base
of the food web.
**Indicators:**
A combination of five indicators will be used to assess the risk of
changing ecosystem productivity. We examine trends in total primary
production, zooplankton abundance for a key Mid-Atlantic species,
aggregate forage fish (new), and two aggregate fish productivity
measures: condition factor (weight divided by length of individual fish)
and a survey based "recruitment" (small fish to large fish) index. An
assessment-based recruitment index was recently added to the State of
the Ecosystem report as well. Because benthic crustaceans are important
prey for many Council-managed species, we note a benthic production
indicator is desirable but not yet available.
These indicators evaluate ecosystem productivity in aggregate, which may
change due to drivers such as decreasing primary productivity, changes
in spatial/temporal overlap at the base of the food web, or other
factors.
For primary production and fish productivity, the spatial scale of
analysis is the Mid-Atlantic Ecosystem Production Unit.
#### Primary production
Primary production has fluctuated recently with current conditions near
average. The observed stability in system productivity is in contrast to
an apparent shift in the timing of the bloom cycle in the Mid-Atlantic.
Comparing remote sensing information from the 1970-80s to 1997-2015
information suggests that winter productivity was historically higher in
the MAB and that the spring bloom we see today was less prominent.
Shifts in timing of low trophic level production (Fig. \ref{fig:monthlypp}) can affect Council
managed fish species through early life history stages that feed on
zooplankton.
```{r monthlypp, fig.cap="Monthly primary production trends show the annual cycle (i.e. the peak during the summer months) and the changes over time for each month.", fig.width=9, fig.asp=.8}
ecodata::plot_chl_pp(varName = "pp", plottype = "monthly")
```
#### Zooplankton abundance
Zooplankton provide a critical link between phytoplankton at the base of
the food web, and higher trophic organisms such as fish, mammals, and
birds. Changes in the species composition and biomass of the zooplankton
community have a great potential to affect recruitment success and
fisheries productivity, and climate change may be the most important
pathway for these changes to manifest. Therefore these indices are
relevant to both productivity and trophic structure objectives.
The time series of zooplankton biovolume suggest that overall
zooplankton production has not changed over time. However, increasing zooplankton diversity and increasing small copepods and cnidarians in the Mid-Atlantic (Fig. \ref{fig:zoopanom}) suggest a change in zooplankton community composition which may affect fish species such as mackerel.
```{r zoopanom, fig.cap="Changes in zooplankton abundance in the MAB for large (top left) and small (top right) copepods, Cnidarians (bottom left), and Euphausiids (bottom right), with significant increases (orange) in small copeods and Cnidarians.", fig.width=5, fig.asp=.8}
a <- ecodata::plot_zoo_abundance_anom(report = "MidAtlantic", varName = "copepod") +
ggplot2::facet_wrap(~EPU~Var, labeller = labeller(EPU = function(x) {rep("", length(x))}))
b <- ecodata::plot_zoo_abundance_anom(report = "MidAtlantic", varName = "euphausid") +
ggplot2::facet_wrap(~EPU~Var, labeller = labeller(EPU = function(x) {rep("", length(x))}))
a/b
```
#### Forage Base - new indicator
The amount of forage available is one important driver of fish
productivity. Indicators of aggregate pelagic forage fish biomass and
forage fish energy content are presented in the State of the Ecosystem
report (Fig. \ref{fig:foragebio}). Indicators of benthic forage are under development but not yet
available. Food habits data from surveys and literature could be used to
define the forage base common to all Council managed and protected
species.
#### Fish condition
Fish condition is measured as the weight per length--a measure of
"fatness". This information is from NEFSC bottom trawl surveys and shows
a change in condition across all species at around 2000 (Fig. \ref{fig:mab-cf}). Around
2010-2013 some species started to have better condition. In 2023, condition was mixed, with general improvement since a relatively low condition year in 2021. Preliminary analyses show that changes in temperature, zooplankton, fishing pressure, and population size influence the condition of different fish species.
```{r mab-cf, fig.cap = "Condition factor for fish species in the MAB based on fall NEFSC bottom trawl survey data. MAB data are missing for 2017 due to survey delays, and no survey was conducted in 2020.", fig.width=9}
ecodata::plot_condition() +
theme(#legend.position = 'bottom',
legend.text = element_text(size = 10),
legend.title = element_text(size = 11),
axis.text.x = element_text(size = 12),
axis.text.y = element_text(size = 10),
plot.title = element_text(size = 12))
```
#### Fish productivity
The number of small fish relative to the biomass of larger fish of the
same species, as derived from the NEFSC survey, is a simple measure of
productivity intended to complement model-based stock assessment
estimates of recruitment. Fish productivity has been declining in the Mid-Atlantic since the early 2000s, as described by the small-fish-per-large-fish anomaly indicator (Fig. \ref{fig:productivity-anomaly}). This decline in fish productivity is also shown by a similar analysis based on stock assessment model outputs (recruitment per spawning stock biomass anomaly).
```{r productivity-anomaly, fig.cap = "Fish productivity measures. Left: Small fish per large fish survey biomass anomaly in the Mid-Atlantic Bight. Right: assessment recruitment per spawning stock biomass anomaly for stocks mainly in the Mid-Atlantic. The summed anomaly across species is shown by the black line, drawn across all years with the same number of stocks analyzed.", fig.width=8, fig.asp=0.6}
#out.width='49%', fig.show='hold',
a <- ecodata::plot_productivity_anomaly(report = "MidAtlantic") +
ggplot2::guides(fill=guide_legend(ncol=2)) +
ggplot2::theme(legend.position = "bottom",
legend.title = ggplot2::element_blank(),
plot.title =element_text(size = 11))
b <- ecodata::plot_productivity_anomaly(report = "MidAtlantic", varName = "assessment")+
ggplot2::guides(fill=guide_legend(ncol=2)) +
ggplot2::theme(legend.position = "bottom",
legend.title = ggplot2::element_blank(),
plot.title =element_text(size = 11))
a + b
```
**Potential risk criteria:**
Low risk for this element was defined as no trends in ecosystem
productivity across all five indicators. The Low-Moderate risk criterion
was trend(s) in ecosystem productivity for 1-2 indicators, whether
increasing or decreasing. The Moderate-High risk criterion was trends in
ecosystem productivity (3+ measures, increase or decrease). The High
risk criterion was decreasing trends across 4 or more indicators.
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low No trends in ecosystem productivity
Low-Moderate Trend in ecosystem productivity (1-2 measures, increase
or decrease)
Moderate-High Trend in ecosystem productivity (3+ measures, increase
or decrease)
High Decreasing trend in ecosystem productivity, 4+ measures
-----------------------------------------------------------------------
**Risk Assessment**
Two measures of ecosystem productivity have significant trends, so the ranking for this element is low-moderate risk. The forage index shows a significant decrease in fall, and several zooplankton indicators show significant increasing trends. However, the potential for changing seasonality of primary production warrants further attention, as do patterns in condition and productivity across multiple stocks.
### Climate
**Description:**
Climate change is expected to alter environmental conditions for managed
fish in the Northeast US. This element is applied at the species level,
and evaluates risks to species productivity (and therefore to achieving
OY) due to projected climate change factors in the region using a
comprehensive assessment [@hare_vulnerability_2016] and other climate
indicators (e.g., Mid-Atlantic ocean acidification).
**Definition:**
Risk of not achieving OY due to projected climate change or ocean
acidification impacts on species productivity.
**Indicators:**
Indicators for climate productivity risk were taken from a climate
vulnerability assessment [@hare_vulnerability_2016] that evaluated exposure of
each species to multiple climate threats, including ocean and air
temperature, ocean acidification, ocean salinity, ocean currents,
precipitation, and sea level rise. The assessment also evaluated the
sensitivity (*not extinction risk*) of each species based on habitat and
prey specificity, sensitivity to temperature and ocean acidification,
multiple life history factors, and number of non-climate stressors (Fig. \ref{fig:NEVAvul}).
```{r NEVAvul, out.width = '75%', fig.cap="Hare et al., 2016 Climate vulnerability by species, Northeast US"}
magick::image_read("https://raw.githubusercontent.com/NOAA-EDAB/presentations/master/docs/EDAB_images/NEVAvulmid.png")
```
Additional indicators linking temperature and ocean acidification (Fig. \ref{fig:mab-oa}) to
individual stocks are presented in the State of the Ecosystem reports, and will be expanded in the future as more temperature sensitivity information for each managed species becomes available.
```{r mab-oa, out.width = '100%', fig.cap = "Locations where bottom aragonite saturation state ($\\Omega_{Arag}$; summer only: June-August) were at or below the laboratory-derived sensitivity level for Atlantic sea scallop (left panel) and longfin squid (right panel) for the time periods 2007-2022 (dark cyan) and 2023 only (magenta). Gray circles indicate locations where bottom $\\Omega_{Arag}$ values were above the species specific sensitivity values."}
#knitr::include_graphics("https://github.com/NOAA-EDAB/ecodata/raw/master/docs/images/Saba_Fig_SOE_MAFMC-GraceSaba.jpg")
magick::image_read("https://github.com/NOAA-EDAB/ecodata/raw/dev/workshop/images/Figure6_GraceSaba_2024.png")
#magick::image_read("https://github.com/NOAA-EDAB/ecodata/raw/master/docs/images/Saba_Fig_SOE_MAFMC - Grace Saba.jpg")
```
**Risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low Low climate vulnerability ranking
Low-Moderate Moderate climate vulnerability ranking
Moderate-High High climate vulnerability ranking, climate indicators
impacting the stock increasing (worsening)
High Very high climate vulnerability ranking, climate
indicators impacting the stock increasing (worsening)
-----------------------------------------------------------------------
Low risk ranking was defined as a low climate vulnerability ranking.
Low-Moderate risk was a moderate climate vulnerability ranking.
Moderate-High risk was a high climate vulnerability ranking. High risk
was a very high climate vulnerability ranking.
**Risk Assessment**
Mid-Atlantic species were all either highly or very highly exposed to climate risk in this region, and ranged from low to very high sensitivity to expected climate change in the Northeast US. The combination of exposure and sensitivity results in the overall vulnerability ranking. We applied those climate vulnerability rankings directly here (Fig. \ref{fig:NEVAvul}).
As noted in the SOE, ocean quahog have highest climate vulnerability among Mid-Atlantic managed species. Surfclams, black sea bass, and both species of tilefish ranked moderate-high risk. Summer flounder, scup, and Atlantic mackerel ranked moderate-high risk. The remaining species ranked low risk. Chub mackerel, unmanaged forage, and deepsea corals were not ranked in the CVA.
### Distribution Shifts
**Description:**
Climate change is expected to drive changes in spatial distribution for
managed fish in the Northeast US as environmental conditions become more
or less favorable for each stock throughout its range. Species
distribution shifts in turn can increase risks of ineffective spatial
catch allocation; if catch allocation is greatly mismatched with species
distribution OY may not be achieved. This element is applied at the
species level, and evaluates risks of species distribution shifts due to
projected climate change in the Northeast US.
**Definition:**
Risk of not achieving OY due to spatial mismatch of stocks and
management as a result of climate-driven distribution shifts.
**Indicators:**
Risks of species distribution shifts due to projected climate change in
the Northeast US were assessed in a comprehensive assessment [@hare_vulnerability_2016]. We applied those distribution shift risk rankings directly
in the risk assessment (Fig. \ref{fig:NEVAshift}).
```{r NEVAshift, out.width = '75%', fig.cap="Hare et al., 2016 Distribution shift risk by species, Northeast US"}
magick::image_read("https://raw.githubusercontent.com/NOAA-EDAB/presentations/master/docs/EDAB_images/NEVAshiftmid.png")
```
In addition, changes in species distribution are monitored using
fisheries independent bottom trawl surveys. Two distribution shift
indicators are derived from these surveys: species distribution models, and time series of
the along shelf position of the center of distribution.
*Historical vs.current distribution*
Species distribution models incorporating habitat variables show where
distributions have increased or decreased over time:
[[https://www.fisheries.noaa.gov/new-england-mid-atlantic/ecosystems/fisheries-habitat-northeast-us-shelf-ecosystem]{.underline}](https://www.fisheries.noaa.gov/new-england-mid-atlantic/ecosystems/fisheries-habitat-northeast-us-shelf-ecosystem#atlantic-mackerel)
*Changes in along shelf position*
The annual centroid of a species' distribution can be characterized by
the position in the ecosystem along an axis oriented from the southwest
to the northeast, referred to as the along shelf distance, and by depth.
Along shelf distances range from 0 to 1360 km, which relates to
positions along the axis from the origin in the southwest to the
northeast. All species combined show a shift to the northeast and into
deeper water (Fig. \ref{fig:species-dist}). Individual Council managed species distribution
centeroids, aside from squids, also showed this trend to the northeast
along the shelf in previous analysis.
```{r species-dist, fig.cap = "Aggregate species distribution metrics for species in the Northeast Large Marine Ecosystem: along shelf distance with increasing trend (orange), and depth with decreasing trend indicating deeper water (purple).", fig.width = 8, fig.asp=0.3}
#, code = readLines("https://raw.githubusercontent.com/NOAA-EDAB/ecodata/master/chunk-scripts/macrofauna_MAB.Rmd-species-dist.R")
a <- ecodata::plot_species_dist(varName = "along") + ggplot2::coord_cartesian(xlim = c(1969,2021))
b <- ecodata::plot_species_dist(varName = "depth") + ggplot2::coord_cartesian(xlim = c(1969,2021))
a+b
```
**Risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low Low potential for distribution shifts
Low-Moderate Moderate potential for distribution shifts
Moderate-High High potential for distribution shifts, observed
distribution shifts
High Very high potential for distribution shifts, observed
distribution shifts
-----------------------------------------------------------------------
**Risk Assessment**
All Mid-Atlantic species with the exception of golden and blueline tilefish had either high or very high risk of distribution shifts in the Northeast US. Chub mackerel, unmanaged forage, and deepsea corals distribution shift risks were not ranked in the CVA.
### Estuarine and Coastal Habitat
**Description:**
Estuarine and coastal habitat provides important nursery grounds for
Council managed species, and is changing in quality and quantity due to
multiple stressors from climate, land use, and coastal development. This
element is applied at the species level, and evaluates risk of not
achieving OY due to threats to estuarine and nearshore coastal
habitat/nursery grounds.
**Definition:**
Risk of not achieving OY due to threats to estuarine/nursery habitat.
**Indicators:**
Risk was determined by first evaluating the estuarine dependence of
species, and then by enumerating threats to the estuarine habitat
required by these species. An assessment of national coastal and
estuarine condition was used in this assessment. Water and habitat
quality assessments produced for Chesapeake Bay, Delaware Bay, Long
Island Sound, and other coastal estuaries have been developed and can be
considered in the future. The National Coastal Condition Assessment for
the Northeast US [@us_epa_national_2012] was used to evaluate estuarine and
coastal condition. This report lists water, sediment, benthic, and
coastal habitat quality as well as fish contamination. State of the
Ecosystem reports now include up to date indicators of Chesapeake Bay
habitat conditions which could be included as indicators (Fig. \ref{fig:cheswq}).
```{r cheswq, fig.cap="Chesapeake Bay water quality trend, 3 year running mean proportion of areas meeting or exceeding quality thresholds based on dissolved oxygen, chlorophyll, water clarity, and submerged aquatic vegetation."}
ecodata::plot_ches_bay_wq()
```
Species specific habitat use indicators for Chesapeake Bay are in
development. As reported in the 2023 SOE, Chesapeake Bay suitable
habitat for juvenile summer flounder growth has declined by 50% or more.
Climate change is expected to continue impacting habitat function and
use for multiple species. Habitat is improving in some areas (tidal
fresh SAV, oyster reefs), but eelgrass is declining. Similar information
from multiple East Coast estuaries could be integrated into the risk
assessment as it becomes available.
**Risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low Not dependent on nearshore coastal or estuarine habitat
Low-Moderate Estuarine dependent, estuarine condition stable
Moderate-High Estuarine dependent, estuarine condition fair
High Estuarine dependent, estuarine condition poor
-----------------------------------------------------------------------
Species were defined as low risk if not dependent on nearshore coastal
or estuarine habitat. Low-Moderate risk were estuarine dependent species
with a stable estuarine condition. Moderate-High risk were estuarine
dependent species with a fair estuarine condition. High risk were
estuarine dependent species with a poor estuarine condition.
**Risk Assessment**
Northeast US coastal waters in the Mid-Atlantic region rated fair to poor for water quality, fair for sediment quality, poor for benthic quality, good to fair for coastal habitat, and fair to poor for fish contamination. These ratings were based on nearshore and estuarine summer sampling 2003-2006 [@us_epa_national_2012]. The overall coastal condition was rated fair for the entire region, but this includes offshore conditions which we address in the next element. Therefore, estuarine and nearshore coastal habitat dependent species (summer flounder, scup, black sea bass, and bluefish, [@able_re-examination_2005]) were ranked high risk based on overall poor estuarine condition for this element, and all others were ranked low risk due to lower dependence on this habitat type.
### Offshore Habitat (new)
**Description:**
This element is applied at the species level.
Offshore habitat, defined here as all habitat outside of the estuary
and beyond the immediate coastal/nearshore areas, supports all life
stages of many Council managed species, and is changing in quality and
quantity due to multiple stressors from climate to other ocean uses such
as offshore wind development. This element evaluates risk of achieving
OY due to changes in offshore habitat quality and quantity.
**Definition:**
Risk of not achieving OY due to changing offshore habitat. The rationale
is that multiple drivers of offshore habitat change, including ocean
industrialization, are included in this definition.
**Indicators:**
Indicators of offshore habitat trends are available from
species-specific habitat modeling through the [[Northeast Regional
Habitat
Assessment]{.underline}](https://nrha.shinyapps.io/dataexplorer/#!/),
[[NEFSC]{.underline}](https://www.fisheries.noaa.gov/new-england-mid-atlantic/ecosystems/fisheries-habitat-northeast-us-shelf-ecosystem),
and multiple other efforts throughout the region.
Indicators include the amount of habitat, quality of habitat, or other
aspects of habitat important to support fish productivity. For example,
the cold pool is a seasonal habitat feature linked to several species in
the Mid-Atlantic with indicators for spatial extent, duration, and
temperature within the feature.
**Potential risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low No trends in offshore habitat
Low-Moderate Trend in offshore habitat (1-2 measures, increase or
decrease)
Moderate-High Trend in offshore habitat (3+ measures, increase or
decrease)
High Decreasing trend in offshore habitat, 4+ measures
-----------------------------------------------------------------------
**Risk Assessment**
To be developed later in year in collaboration with the EOP Committee and AP once indicators and risk criteria are developed.
## Economic Elements
### Commercial Value
**Description:**
This element is applied at the ecosystem level, and addresses the risk
of not maximizing fishery value. Revenue serves as a proxy for
commercial profits, which is the component of a fishery's value that
this element is ultimately attempting to assess risk towards. Lack of
cost information across all fleet segments precludes the assessment of
risk to profitability itself at the ecosystem level.
**Definition:**
Risk of not maximizing commercial fishery value.
**Indicators:**
Gross revenue is the current indicator for this element, and can be
developed for all fishing activity within the Mid-Atlantic and for all
Council managed species. Revenue serves as a proxy for commercial
profits, which is the component of a fishery's value that this element
is ultimately attempting to assess risk towards. Currently this
indicator is aggregated and presented at the ecosystem-level.
```{r comm-revenue, fig.width = 6, fig.asp = 0.45, fig.cap = "Revenue for the for the Mid-Atlantic region: total (black) and from MAFMC managed species (red), with a significant decrease (purple) for total revenue."}
#, code = readLines("https://raw.githubusercontent.com/NOAA-EDAB/ecodata/master/chunk-scripts/human_dimensions_MAB.Rmd-comdat-comm-revenue.R")
ecodata::plot_comdat(report="MidAtlantic", varName="revenue") +
ggplot2::theme(legend.position = "right",
legend.title = ggplot2::element_blank())
```
Net revenue (Gross revenue - trip costs) is a better proxy for trip
value, in an economic context. However, this metric can be calculated
only for trips by vessels holding federal licenses and submitting Vessel
Trip Reports. This indicator would thus not capture all fishing within
the region, and of potential interest to the Council. It underrepresents
the total revenue generated regionally by about ½, and does not present
the same trends as the subset for which net revenue can be generated.
See Fig. \ref{fig:costcov} for the comparison of all revenue from Hatteras to the
Canadian border versus what net revenue can be calculated for. The
Ecosystem and Ocean Planning Committee and Advisory Panel recommended
continued development of this indicator.
```{r costcov, out.width = '50%', fig.cap="Cost coverage"}
magick::image_read("https://github.com/NOAA-EDAB/presentations/raw/master/docs/EDAB_images/Cost_Coverage.png")
```
**Risk criteria:**
-----------------------------------------------------------------------
*Risk Level* *Definition*
--------------- -------------------------------------------------------
Low No trend and low variability in revenue
Low-Moderate Increasing or high variability in revenue
Moderate-High Significant long term revenue decrease
High Significant recent decrease in revenue
-----------------------------------------------------------------------
**Risk Assessment**
There is a long term significant decrease in gross revenue, indicating moderate-high risk to commercial fishery value.
### Marine Recreational Angler Days/Trips
**Description:**
Providing recreational opportunities is a stated goal of optimal fishery
management under the legal definition of "benefits to the nation".
Recreational fishing is important in the Mid-Atlantic region with the
economic and social aspects of many coastal communities being highly
dependent on recreational fishing.
This element is assessed at the ecosystem level where it applies equally
to all recreationally fished species.
**Definition:**