Winemakers & Brewers Collaborate on Hopped Up Wines and Sour Beer

By: Robin Dohrn-Simpson

2 people making a mess with wine
Boedecker Cellars & Little Beast Brewing

Is it a beer? Is it a wine? Is wine that has been steeped with hops considered wine? Is wort blended with lactic-bacteria-fermented Pinot Gris and fermented with Saccharomyces and Brettanomyces still considered beer? Don’t most winemakers do everything possible to avoid Brettanomyces? Maybe not anymore. The new sensation in town is cross collaborations between vintners and brewmasters. They’re experimenting with dry-hopping wines, wet-hopping wines or fermenting beers on a variety of grapes.

  Winemakers and brewers, as well as their customers, enjoy these collaborations. Christine Park of Murphy Goode Winery in Sonoma said, “It’s an adventure. A wine with lager tasting notes and vice versa definitely caught the attention of wine and beer fans. It’s a cool concept, and our consumers embraced it favorably.”

Charlie and Echo Winery

  Charlie and Echo Winery rests in San Diego’s Miralani Makers’ District. The makers in this district produce beer, wine, cider, mead, sake and spirits. Once every month they host a walkabout where people meander from business to business tasting the different themed drinks of the particular month.

  Charlie and Echo owner and Winemaker, Eric Van Drunen, initially collaborated with Bill Lindsay and Jonathan Barbarin of Thunderhawk Alements, an independent brewery in the district, on “Project X.” The three successfully created a Chardonnay and Pinot Grigio blend with Hallertau Blanc hops named after Van Drunen’s favorite song lyrics. Sister Golden Hair Surprise, or S.G.H.S, reflects the color and sensory experience of the wine. The second wine he created is called Citrasé, a rosé blend of Grenache and Mataro with Citra hops. The name is a mashup of Citra and Rosé.

  With unique, on-trend wines comes unique, on-trend packaging. “We’ve put these wines in cans which seems apropos since they are the intersection of wine and beer,” Van Drunen said.

  For their part, Thunderhawk Alements is quite proud of the product and hopes to do more collaborations. “We not only learned how hops can complement wine in a beautiful way; we are excited to see these unique wines become available to the public. We look forward to more collaboration,” Barbarin, co-owner of Thunderhawk Alements said.

  Hops, Van Drunen said, affect the wine in unexpected ways. “Hops help the wine retain the head that one generally sees on a beer. It changes the color of the wine, changes the aroma and has a very transformative mouth feel,” he said.

  To ensure he has the freshest product, Van Drunen makes a batch of wine every two weeks, since the hop content drops around six months. He’s experimented quite a bit to get to this point. “It has been a long journey creating these wines. I’ve tried a few wines getting to this final product. I tried a sparkling sour red, which was originally a good wine that went bad in the bottle. I’ve tried to dry-hop a red wine, but it wasn’t as tasty as the Sauvignon Blanc,” Van Drunen said.

Boedecker Cellars & Little Beast Brewing

  Stewart Boedecker of Boedecker Cellars in Portland, Oregon, collaborated with Charles Porter, Founder and Brewmaster at Portland’s Little Beast Brewing, in creating two mixed-culture beers fermented with wine grapes: Bière Gris and Radical Forces Pinot Noir beer.

  “We turned the art of wine and beer making on its head a bit, and the result is quite beautiful. Stewart came up with the idea of a lactic-bacteria-fermented Pinot Gris juice that we then blended with our wort and fermented, as usual, with Saccharomyces and a secondary with Brettanomyces. This aged in oak for six months,” said Porter. “For this Bière Gris, Boedecker Cellars pressed their Pinot Gris grapes and put it in a tote. Once the tote arrived at our brewery, we added our Lactobacillus to sour the juice. This process is heralded in the making of tart and sour beers but typically avoided in winemaking. Once soured, we added it to a beer we made that day and co-fermented it all together.

  “The Radical Forces Pinot Noir beer was my creation. I wanted to mimic the character of a Pinot Noir but also balance that with a big beer. Nice Pinot Noir attributes, toasted oak barrel character, and a big, bold body from the beer and alcohol. For Radical Forces was we employed a whole cluster fermentation with a pilsner malt base,” Porter said. “The recipe was based on many years’ experience of mixed culture brewing that I practice. The experimental part was taking Stewart’s concept and blending it with our process. The collaboration was very fun and a new twist on what we do. I love working with other producers and learn something new every time.”

  The unique brews have been quite a draw for patrons. “Customers have been very intrigued by these beers. They love the balance in them and notice that neither the beer nor wine qualities overshadow one another,” Porter said.

As Porter continues to produce Radical Forces and perfect his techniques, look for more collaborations in the future.

Murphy-Goode Winery

  Murphy-Goode Winery has been crafting wine in the Alexander Valley of California since 1985. Second-generation winemaker Dave Ready Jr. said one of their central tenets is the belief in great wines and good times with family and friends. He’s kept this in mind as he followed his father’s example of creating well-crafted wines, most recently Bordeaux varieties and Zinfandels from Alexander Valley.

3 people goofing around at the Murphy-Goode Winery

  In 2016, Ready Jr. collaborated with Aron Levin, Brewmaster at St. Florian’s Brewery in Windsor, California, to craft a dry-hopped Sauvignon Blanc, and to brew a lager aged in Sauvignon Blanc barrels.

  “Hops bines and grapevines have coexisted in Sonoma County since the 1850s. It seems winemakers have always been big fans of beer, and vice versa. In the Murphy-Goode spirit of celebrating the ‘Goode Life,’ we thought it would be unique to combine those two areas of craftsmanship,” said Ready Jr. “Joining forces with someone as passionate as Aron Levin, bringing that idea to life for our fans to enjoy, has been a blast. The melding of hops and grape flavors provides balance and added dimensions to our 2016 Dry-Hopped Sauvignon Blanc. We feel it appeals to both wine and beer drinkers alike, and that was our goal.”

  Ready Jr. isn’t currently collaborating on any new hopped up wines, but he’s certainly not closing the door to it either. “We don’t have any plans like this in the future, but we are always open to possibilities and looking forward to innovation. We’re always open to new opportunities and collaborations. Our goal from the start was to create beverages that would appeal to both beer and wine fans, and I think we’ve done just that,” he said.

Tariffs and the Industry: Impacts of the Trade War on Wine, Beer & Spirits

2 wine corks fighting

By: Jessica Spengler

Throughout 2018, the Trump administration’s implementation of tariffs on several foreign goods, and the retaliatory tariffs that followed suit have confused markets and worried many businesses. The alcohol industry—wine, beer, spirits and those who support them—have all been affected in some way by these tariffs, or expect to be in 2019 if they continue. With the news on tariffs changing almost monthly, it can be hard to keep up, which causes further insecurity for the industry.

Timeline of Events

  Trade tensions began in January 2018 when the Trump administration imposed tariffs on solar cells and washing machines after a report stating that imports were hurting the domestic U.S. market in those businesses.

  On March 8, 2018, President Trump announced a 25 percent tariff on imported steel and a 10 percent tariff on imported aluminum to take effect on March 23. At this time, Canada and Mexico were granted an exemption pending talks to renegotiate NAFTA. After threats from the EU to impose retaliatory tariffs, the administration allowed exemptions for the EU, South Korea, Brazil, Argentina, and Australia through May 1, which would eventually extend to June 1.

  On April 2, China imposed tariffs ranging from 15-25 percent on various U.S. products, including fruit, wine, whiskey, and other products totaling approximately 3 billion U.S. dollars.

  On June 1, exemptions from the steel and aluminum tariffs ended for the EU, Canada and Mexico. Argentina and Brazil struck deals with the Trump administration limiting the quantities of steel and aluminum they ship to the U.S., while Australia negotiated for no trade restrictions.

  In retaliation, on June 22, the EU imposed tariffs on $3.2 billion of U.S. products, including a 25 percent tariff on Bourbon and whiskey. Then, on July 1, Canada also imposed retaliatory tariffs on $12.8 billion in U.S. products including 25 percent on steel, and 10 percent on aluminum and whiskey. In addition, Mexico implemented a 25 percent tariff on Tennessee whiskey.

  After talks with China failed in May, the first phase of the trade war occurs in mid-June, with the Trump administration announcing it will enact a 25 percent tariff on $50 billion more in Chinese goods. Beijing retaliated, placing more tariffs on $50 billion in U.S. products.

  In September, President Trump announced another 10 percent tariff on $200 billion more in Chinese products, that he planned to increase to 25 percent at the beginning of 2019. These tariffs impacted manufacturers of fermentation tanks outside of the U.S.

  On September 30, a compromised was made between the U.S. and Canada for an updated NAFTA. Mexico and the U.S. had already come to an agreement by this point, and so the new agreement, called by the Trump administration the United States-Mexico-Canada Agreement, or USMCA, would be signed by the three leaders at the end of November. Mexican and Canadian governments were both hopeful that tariffs would end before signing.

  In November, President Trump and President Xi Jinping of China both showed interest in coming to a compromise, ending a tense few months of escalation.

  On November 30, 2018, President Trump, Canadian Prime Minister Justin Trudeau and Mexican President Enrique Peña Nieto signed the USMCA in Buenos Aires on the first day of the G-20 summit in Buenos Aires without any agreement to end the tariffs. At the time of publication, talks to alleviate tariffs with Mexico and Canada but implement quotas are in progress, but no deal has been reached.

  On December 2, 2018, at a dinner between President Trump and President Xi, they agreed to a truce, putting a stop to any further tariffs for 90 days to give the two countries time to come to an agreement. At the time of publication, Robert Lighthizer is leading negotiations, but no deal has yet been made.

Effects to the U.S. Wine, Beer, and Spirits Industries

Wine

  China has been a growing market for American wine for nearly 20 years. The market has increased almost 1200 percent since 2001 despite an already steep tax of 54 percent on imported wine. China’s retaliatory tariffs threatened to stop that growth in its tracks if the tariffs continue. After two rounds of tariffs on wine, the first in April at 15 percent and the second in September at 10 percent, the current taxes and tariffs for U.S. wine going into China is 79 percent. That percentage is quite unsettling for winemakers who have a market stake in China, particularly if no agreement is reached and the current truce ends.

  Igor Sill, owner of Sill Family Vineyards, told The Grapevine Magazine in an email: “Yes, I’ve been very concerned over the latest exchanges between U.S. and China trade given that we are already being penalized with a 15 percent tariff. The newest retaliation from China to our steel and aluminum trade policies will add 25 percent to that existing tariff, essentially pricing me out of the China marketplace. It’s a real shame, frustration, and disappointment as we have nothing to do with manufacturing and construction materials, but yet are hit with this inability to compete in China’s luxury wine sector against other imported wines. I really pray that the trade dispute with China is resolved equitably and quickly. At $185 per bottle, my Chinese customer would need to pay some $275 per bottle to enjoy our wines. That would greatly reduce China sales for us.”

This reduction is particularly disappointing for Sill Family Vineyards, winners of the China Spirits and Wine Associations’ 2018 Wine of the Year for their 2015 Napa Atlas Peak Cabernet Sauvignon, as well as the coveted Double Gold Medal for excellence.

  “We’ve been focused on sales and distribution to the China marketplace since 2014.  It’s a huge market that appreciates the quality of exceptional fine wines and, specifically, they have grown their appreciation for Napa Cabernet Sauvignon by some 10-12 percent each year.  When you have some 1.5 billion people in China, those consumption numbers are more than substantial to someone like us—a small, family producer of limited production, high-end wines, crafting a mere 800 cases of wine per year.”

  Sill planned to increase the percentage of his business in China from four percent to eight in 2018 and with a 15-20 percent increase annually through 2023.

  “These plans have since changed,” said Sill. They now plan to refocus on the U.S. market, concentrating on high-volume wine consuming states such as Texas, New York, New Jersey, California, Illinois and Florida.

  If the tariffs continue, pushing Sill and other California wineries out of the Chinese market and back into the U.S., it could cause problems for lesser known wines.

  “If these California wineries decide to curb sending that wine into China, the wine needs to be sold somewhere, and it could come back here to the United States, which could lead to more competition for shelf space and storage with other state wine industries,” said Michael Kaiser, Vice President of trade group, Wine America.

  However, Kaiser said, despite the high tariffs that threaten to increase, even more, it doesn’t appear other California wineries are following Sill out of China.

 “The exports to China from the U.S. are up 18 percent this year so far. It’s still increasing. I think it was the number fifth-highest market last year for U.S. wine. About $80 million worth of U.S. wine was sent into China last year. So, it doesn’t appear that the tariffs are compelling people not to export their wine to China. I think that it shows how valuable a market it is that people are willing to pay these new tariffs on their wine going into that market,” said Kaiser.

  That doesn’t mean that there hasn’t been an effect, said Kaiser. The impact will be more apparent after the new year. “It’s hard to really quantify because [the tariffs] haven’t really been around that long, but we’ll have to look and see what it’s like in January and February when we have the numbers for the year,” he said.

Beer

  For many in the brewing industry, what should have been a banner year of expansion and growth ended up as something much different. In December 2017, Congress lowered the federal excise tax from $7/barrel on the first 60,000 barrels for domestic brewers producing less than two million barrels annually, to $3.50/barrel. For imports and domestic brewers producing over two million barrels annually, barrel costs were reduced from $18/barrel to $16/barrel on the first six million barrels. The tax cut opened up staffing and expansion opportunities that excited many brewers.

  “Then a few months later, unfortunately, the Trump administration imposed a 10 percent tariff on aluminum, which raised costs for brewers,” said Jim McGreevy, President and CEO of The Beer Institute, the oldest beer trade organization in the U.S.

  “We’re seeing an impact to the industry and brewers big and small. We estimate that the tariffs are a $347 million tax on beer. I told you about that tax relief we received in December—that was roughly $130 million of tax relief for beer. So, we received $130 million tax relief in December, and in March we received a $347 million tax increase. This is definitely affecting the industry as a whole.”

  The tariff on imported aluminum contributed to the rising prices of cans – in a time when more breweries than ever are embracing use of 12 and 20 ounces cans, as well as the to-go style “crowler.” The extra cost can severely affect the bottom line.

  “Aluminum is the single biggest input cost for beer brewers. Of the 6,000 or more breweries in this country, you see more and more distributing their beer, and you see more and more putting their beer in aluminum cans and aluminum bottles. So this is a major input cost for beer brewers, big and small. That 10 percent tariff affected beer brewers because a large portion of aluminum used to put beer in comes from outside the country,” said McGreevy.

  It doesn’t seem to matter where or how a brewer buys their aluminum either.

  “One large brewer announced a few months ago that this was a $40 million cost to them every year. We’ve had small brewers who are members of ours—even small brewers who are not members of the Beer Institute—tell us that their aluminum costs are going up, even if they get their aluminum from a broker. This is affecting the price of aluminum up and down the chain, no matter how you get the aluminum, whether you have long-standing contracts with aluminum providers, or you’re a smaller brewer, and you’re getting your aluminum from a broker,” said McGreevy.

Bourbon and Other Spirits

  The U.S. Bourbon industry is hit hardest in the EU where retaliatory tariffs of 25 percent threaten to stifle what has been, over the last few years, a booming industry. Eric Gregory, President of the Kentucky Distillers’ Association, a non-profit trade association founded in 1880, told The Grapevine Magazine that Kentucky Bourbon is an $8.5 billion industry with the state, employing 17,500 Kentuckians with a payroll of over $800 million. Bourbon distillers contribute $815 million each year in local, state, and federal taxes, with much of their local and state taxes going to fund education.

  According to Gregory, Bourbon has remained relatively safe thanks to the foresight of larger distillers. “So far, and I say that with a word of caution, we have not had that much of a dramatic impact. The reason is mainly two-fold: a lot of the smaller craft distilleries really haven’t gotten into the export market yet—they’re barely able to produce enough product just for the regional market at best. The bigger distilleries that have the global distribution network and who are expanding at rapid rates, mainly to meet that global demand, most of them had the ability to stockpile product overseas before the tariffs hit. From every indication I’ve been told, that is carrying them through until about the first of the year,” said Gregory.

  However, after the stockpile dwindles, prices will likely go up, and Gregory said that will likely keep Bourbon from continuing its uptick as a serious contender on the world stage.

  “I don’t think you can find a better example of free and fair trade than Kentucky Bourbon in the last 20 years. We have grown exponentially. In 1999, just a couple years after the tariffs, NAFTA and the free trade pact with the EU took effect, as a state we only produced 455,000 barrels of bourbon. Last year we produced 1.7 million barrels of bourbon. Much of that is going to the global exports. [We’ve been able to] put ourselves on a level playing field with our friends in the Scotch industry and other great whiskey markets. We’ve been able to convert drinkers to Kentucky Bourbon, and if we have a problem with competing on the shelves and prices, then we can lose some of those converts who might look at what they used to drink, and it’s less expensive, and they’ll start drinking that again. At that point, if we’ve lost them, we might have lost them for a generation,” Gregory said.

  Bourbon distillers can choose to absorb the cost of the tariffs, which hurts the local economy as a whole. “That’s less money and profits coming back to your companies, which means less investment in Kentucky, fewer jobs, and we don’t like that either,” said Gregory. “In Kentucky, with Bourbon being such an economic driver, both from jobs to tourism, we are just now starting to ratchet up production and tourism opportunities, and it’s really like throwing a wet blanket on a booming industry.”

  What worries Gregory the most, is the long-term effects that the tariffs may have within the Bourbon industry and on Kentucky. “Worst case scenario, you get to a price war, where there’s an abundance of Bourbon on the market, and that drops down prices, and that significantly harms our smaller craft distillers. They’re just now trying to survive in this market,” he said. “Even worse, worst-case scenario, if distillers start to produce less Kentucky Bourbon, which has a dramatic ripple effect across the Kentucky economy, and not only means fewer jobs and less investment, but we are the only place in the world that taxes aging barrels of spirits. So if you’re enjoying an 18-year-old bottle of Kentucky Bourbon, it’s been taxed 18 times, and the great majority of that tax revenue goes back to fund local schools. If for whatever reason we get to the point where we’re producing less, then, it can ultimately hurt education and other public health and safety programs here in Kentucky.”

  Other spirit producers have lost contracts, been forced to lower price points in other countries, and had to adjust future growth projections due to the tariffs, American Craft Spirits Association Executive Director Margie Lehrman told The Grapevine Magazine.

  “I’ve had distillers tell me that they had contracts on their desk ready to be signed for export to China, for instance, and those contracts got ripped up. It’s just simply off the table,” she said. “I’ve had other distillers tell me that they had actual product on freight going over to Great Britain, where they were told by the importer, ‘If you want us to off-load your freight, your price point has to drop down to this.’ I had one distiller tell me they had estimated over 30 percent of their business [would go to] export sales and because of the tariffs, they needed to knock that down to 15 percent, which is really significant for these small businesses.”

Suppliers

  Some industry suppliers who manufacture their equipment anywhere other than the U.S. were hit by the second round of tariffs in September. This tariff affects manufacturers of stainless steel fermentation tanks, such as William Cover’s company, Fermenters Choice Stainless Ltd. They import stainless steel fermentation and storage tanks for wineries, brewing and industrial purposes;  manufacturing their tanks in China, and then shipping them to the U.S. and Canada. Because of this, their fermentation tanks were hit with a 10 percent tariff in September, and, if the talks between the U.S. and China fall through, could increase to 25 percent in early March 2019. Cover only recently expanded into the U.S. in 2017. Previously he’d serviced only Canada.

  Cover told The Grapevine Magazine that right now he cannot compete with American made tanks, but he believes that once stocks of pre-tariff steel deplete and manufacturers begin buying more expensive U.S. steel, he may see a swing back in his direction, though, at a higher price.

  “There are also tariffs on imported stainless steel–the raw stock used by U.S. based tank manufacturers to make tanks. So once their current inventory of stock and their costs and final product cost is likely to increase as well. That should make my price competitive again, although at a higher final cost to the winery and brewery than before,” said Cover.

  For now, Cover looks to markets other than the U.S., a move he believes many other manufacturers will make. “The products produced in countries like China now need to find another market. There will likely be a reduction in their export price. I am now expanding my business to South America – there are large wine producing regions in Chile and Argentina. This is an example of the consequences of tariffs– other countries will buy less expensive products, decrease their costs and increase their market share.  These new tariffs will contribute to lower cost, foreign growth in the wine industry,” he said.

  Imported brewing equipment such as bright tanks have remained mostly unaffected by the tariffs but already carried a four percent tax before the trade war.

Restaurants and Retailers

  For restaurants and retailers, the tariffs affect the bottom line when their alcohol suppliers—breweries, wineries and distilleries—increase prices due to rising production costs. Justin Shedelbower,  Communications Director at the American Beverage Institute, a trade organization that represents restaurant chains that sell alcohol, told The Grapevine Magazine what happens when these price hikes flow downward.

  “For an industry such as the beer industry, that uses a lot of aluminum, [the aluminum tariff] increases the production cost significantly, which forces them to raise the price of their products. That price increase rolls downhill to the consumer and restaurant level,” said Shedelbower. “Once you get to the restaurant, it’s higher priced beer. The restaurant has two choices. They can either keep their prices the same and eat that extra cost, reducing their profit margins, or they can increase the price they sell to their customers with, and that just ends up reducing sales. If something costs more, people buy less of it.”

 Reduced sales lead to reduced profits, which may lead to canceling plans for future expansion or cutting staff.

  “Many of these restaurants already have slim profit margins as it is. When profit margins are eaten away further by either taking on the costs of these tariffs or just not selling as much because the prices are higher, it just eats away at it further. So now they don’t have this extra cash on hand, whether maybe they were planning on expanding, so maybe now they can’t expand or hire the additional employees that they needed. Or it can induce layoffs,” said Shedelbower.

A Possible Solution in the Works

  With the signing of the USMCA and the 90-day truce with China, it’s possible that the worst is over, and the world will soon see a return to normal trade routines. Reactions to these events are encouraging to both trade organizations and producers; however, there is still plenty of work to do.

  “We were pleased to see there will be a pause in any tariffs for at least 90 days. We will continue to let Congress know about our feelings on the tariffs. What it means, in the long run, is anyone’s guess,” said WineAmerica’s Kaiser.

  “The signing of the USMCA is definitely a step in the right direction and will help alleviate tensions between the three countries. However, the tariffs on imported steel and aluminum still remain—an elephant in the room that needs to be addressed. The U.S. imposed tariffs, and the subsequent retaliatory trade penalties continue to threaten the hospitality and alcohol industries with higher operation and production costs, as well as induce growing challenges for accessing foreign markets,” ABI’s Shedelbower told us.

  “We hope lawmakers require the administration to end tariffs as a condition of support for the United States-Mexico-Canada Agreement. In our eyes, the deal is incomplete until the administration eliminates all steel and aluminum tariffs,” The Beer Institute’s McGreevy said.

  Cover of Fermenter’s Choice is happy about the truce, but he thinks a deal will take into account the changes the tariffs made to the market. “It remains to be seen how long it will take to remove them altogether. I don’t expect that to happen quickly as the American companies that ramped up production of steel and other commodities—reopening old plants, hiring new workers, etc., will lobby hard for some time to recoup their investment. It’s not fair to them to remove the tariffs so quickly—and a bad political move for Trump. I would expect the second tariff to come off after a few months, but the first tariff could be a year or longer.”

  Igor Sill is relieved, not only for himself but for the positive impact a deal could have on both the Chinese and U.S. financial markets. “China’s financial market has been severely depressed since Trump announced his policy’s intention, and of course, we’ve seen Wall Street’s, and the global stock markets drop as well. With today’s “truce” announcement I sense that wiser minds will prevail and an equitable resolution, i.e., no tariff, or considerably lower tariffs will salvage the global economic markets and my ability to sell our wines into China. Overall, I’m much more optimistic now.”

Wine Scholar Guild Reports on the Launch of the Spanish Wine Scholar™ Certification Program

man holding a magazine

The Wine Scholar Guild (WSG) officially launched its Spanish Wine Scholar™ (SWS) study & certification program on October 14th 2019.

  Designed to become the reference in Spanish wine education, the program was nearly two years in development at the hands of the WSG Education team with SWS Education Director, Rick Fisher, at the helm.

  “The SWS program will give students appreciation for how tradition and modernity perfectly coexist and why Spain is one of the most exciting and enviable countries on the world wine stage,” states Rick Fisher.

  The Spanish Wine Scholar™ study program mirrors the unparalleled level of detail and academic rigor offered by the acclaimed French Wine Scholar™ & Italian Wine Scholar™ programs.

“Now covering all three major wine producing and exporting countries in the world, the Wine Scholar Guild has become the world’s leading provider of specialized certification programs” states Julien Camus, WSG Founder and President.

  The 315-page, full-color SWS study manual represents today’s most comprehensive and up-to-date resource and definitive reference book on the wines of Spain! It was written by Rick Fisher with the collaboration of numerous Spanish Consejos Reguladores (governing bodies) and copy-edited by Jonas Tofterup, MW, of Iberian Wine Academy.

  In recognition of the exceptional depth and accuracy of the program, Wines from Spain (ICEX – Spain’s Trade & Investment Government Agency) endorsed the program. Alfonso Janeiro Diez, Head of Wines from Spain in Madrid states, “Wines from Spain is pleased to have had the opportunity to witness and consult on the development of this much needed and important Spanish Wine Scholar program since its inception.  The program offers a great opportunity for those who want to widen their knowledge of the wines from Spain.”

  Designed for committed students of wine, be they wine professionals or serious wine hobbyists, the SWS program is offered in both distance-learning and classroom-learning format.

  A pioneer in online wine education with its first online study program launched in 2008, WSG has created a wealth of e-learning resources to empower SWS students: online modules, quizzes, learning games, flashcards, pronunciation exercises, etc.

Wine educators from WSG’s Approved Program Provider network – currently 60+ wine schools in 26 countries – were trained as part of the SWS pre-launch beginning in January 2019. Many of these educators are now preparing to teach the SWS program this fall utilizing the teaching materials developed and provided by WSG.

  Among the 120 wine educators in training, 40 have already passed the SWS exam and earned the Spanish Wine Scholar title. 20 sessions are currently scheduled at partner schools in the US, Canada, UK and Sweden.

  About the Wine Scholar Guild: The Wine Scholar Guild (www.winescholarguild.org) provides specialized study & certification programs on the wines of France, Italy and Spain for the professional development of wine industry members and committed students of wine.

WINERIES and the HOLIDAYS: Inseparable Partners in Making the Season Merry

By: Cheryl Gray

Portrait of Santa Claus watching tv, celebrating with a glass of champagne and panettone

With the holiday season comes infinite ways to celebrate the fruit of vineyards from coast-to-coast. Wineries and tasting rooms across the U.S. count the time between Thanksgiving and New Year’s to be amongst their busiest and, in some cases, amongst their most profitable. Moreover, ancillary businesses, including hotels, inns, restaurants and special events venues, benefit from creative partnerships with local wineries during the holidays.

Walter Clore Wine & Culinary Center

  The Walter Clore Wine & Culinary Center stays open year-round and features Washington wines in its tasting room and during special events. The space was named for the man whose years of scientific research established Washington state as the second-largest premium wine producer in the country. According to the Center, Washington’s wine industry contributes approximately $14.9 billion to the U.S. economy and supports an estimated 27,000 jobs. Those numbers underscore why the holidays are an important component of marketing the state’s wine producers and grape growers.

  The Clore Center showcases Washington’s wine industry, as well as the science of enology, through a combination of educational, experiential and entertainment activities. Its holiday events kick off just before Thanksgiving, featuring established and up-and-coming Yakima Valley wineries. On Saturdays throughout November and December, several Yakima Valley winemakers will be pouring at the Center’s “Meet the Makers” event with the pertinent theme, “Thanksgiving in Wine Country.” In December, the Center will feature sparkling wines from Washington’s Columbia Gorge. 

  The Center’s holiday events will also include classes every Saturday in November and the first two Saturdays in December, according to Deb Carter, the Clore Center’s Wine and Culinary Program Director. That might, for example, include a cooking class from a local master chef on how to pair local wines with farm-to-table meals using local produce.

  In addition to educational classes, the venue rents out space during the holidays for corporate gatherings, parties and other holiday-centered outings, many of which choose to feature local wines.

  Wineries, tasting rooms, restaurants and others vested in promoting Yakima Valley wine during the holidays are, at the same time, raising money for a charitable cause—fighting hunger. “Thanksgiving in Wine Country,” will benefit Northwest Harvest and kicks off during Thanksgiving weekend. The event also allows visitors to take advantage of deals on wines and related products.

Milbrandt Vineyards

  Other Yakima Valley December events include Prosser, Washington-based Milbrandt Vineyards’ “Holiday Flights and Bites,” featuring holiday wines and food pairings with live entertainment.

  “The holidays are key for us because customers tend to purchase more of our higher tier wines like our Reserves, especially if they are buying wine as gifts,” says Milbrandt Vineyard’s Tasting Room Manager, Karen Ballew. “This holiday season is particularly special because we will be releasing our ‘Bottle Your Charity’ Sparkling Rosé with the winning charity’s mission featured on the back of the bottle. Direct donations from wine sales go to the charity.”

  One of Millbrandt’s holiday marketing strategies, says Ballew, is a play on words derived from a holiday favorite, Twelve Days of Christmas. “We will be bringing back our 12 Days of Deals, an online campaign we ran during the holidays that was incredibly successful the last couple of years. We will also be launching our Cyber Monday campaign where customers can get up to 40% off certain cases of wine.”

  As for partnering with local businesses, Ballew says Millbrandt favors specialty food shops, whose treats pair well with Milbrandt wines. “We partner with a few local business, most notably Jade’s British Girl Treats,” she says. “Jade’s is a local bakery/chocolate/sandwich shop in Prosser. They just opened a few months ago in downtown. They handle catering for our events and also cater our small plate menu that we offer in the tasting room daily.

  We also feature for sale a small selection of Chukar Cherries that are specifically paired with some of our wines. Another partnership is with Wine Country RV Park. We pour at their evening tastings about once a month during their peak season. They promote our events on their emails and on the TV in their retail shop.”

Tourism on the 45th Parallel

  Hotels and inns tied to wineries have a unique focus on the holidays. In Northern Michigan, wineries and tasting rooms dot the landscape along the same 45th parallel as Washington’s wine region. Among them is the internationally renowned Black Star Farms, a family-owned enterprise known for, among other products, its signature ‘Pear in a Bottle’ wine. 

  Black Star Farms provides a backdrop for holiday-inspired events, such as snowshoeing on its vast grounds and cooking classes that teach guests how to pair wines with various cuisines. Its most notable event, however, is the annual New Year’s Eve Wine Dinner, a formal occasion featuring a multi-course meal paired with wines produced by Black Star Farms. The event is popular enough that tickets go on sale beginning in early fall. Sherri Campbell Fenton, whose parents, Kerm and Sallie Campbell, established Black Star Farms in 1998, is managing proprietor. She told The Grapevine Magazine that the holidays are, indeed, big business. 

  “The holidays are a key time for Black Star Farms, for both holiday wine sales and the hospitality side of our business,” says Campbell Fenton. “Obviously, wine sales are strong for gifting and parties. We have a luxurious 10 room inn on our 160-acre property, which is a favorite for guests as a quiet, romantic escape, especially during the winter when blanketed in snow. We also host holiday corporate wine paired dinners as well as private or family gatherings. Holidays are a strong time for these. Many times, gift certificates are purchased for wine sales or inn stays during the holidays, as a gift of Black Star Farms is a very special one for anybody.”  

  At Washington’s end of the 45th parallel, there’s the Hotel Maison, a landmark in downtown Yakima, listed on the National Register of Historic Places. The hotel’s holiday offerings include a package featuring Yakima’s annual “Sip, Stroll & Stay.” This promotional event features a downtown stroll with food, entertainment, and, at the end of the evening, an opportunity to overnight at the historic Maison, built in 1911 by Yakima Freemasons. Guests receive their choice of a bottle of wine, cider or beer delivered to their room. In addition to hosting wine tastings with local sommeliers, Hotel Maison does its part to promote wineries during Yakima Valley’s ‘Thanksgiving in Wine Country.’ They feature an overnight package that includes a bottle of Yakima Valley wine and a gourmet cheese board delivered to guests.   

  A quieter holiday respite can be found at Washington’s Cozy Rose Inn, an acclaimed bed and breakfast owned by husband and wife Mark and Jennie Jackson in Yakima Valley’s Grandview area. The Jacksons have relied upon friendships with local wineries over the past 27 years, which keeps guest referrals coming in both directions. Having a great location, Mark Jackson says, goes a long way. “Guests come to the Valley for the sunshine and wine. We’re just in a prime location, being in the middle of Yakima Valley. They taste on their way down the Valley, stay here, eat dinner, and the next morning, they’re off to Red Mountain and Prosser Wineries.”

  In addition to its chef-inspired gourmet breakfast, during the holidays the Cozy Rose Inn offers guests staying at least two nights a candlelit dinner for two, which includes a bottle from one of the region’s wineries.

Holiday Food Pairing

  Foodies looking for a Southwestern flavor to pair with Washington wines during the holidays turn to Los Hernandez Tamales, another family-owned business in Yakima Valley. They tout an authentic family recipe, combining it with local, Washington state ingredients, including the state’s bountiful asparagus crop. Rachel Wilburn, whose father, Felipe Hernandez, started the business in 1990, says the holidays are tremendously hectic for the Hernandez clan.  

  “Tamales are traditionally a holiday season food. Christmas, in particular, is the busiest time for them. We open early, and everyone gets tamales with or without an order. We usually have 400 to 600 dozen in pre-orders, but we sell 1,000 dozens (12,000 single tamales) by the end of the day, all made by hand.” Wilburn says that Los Hernandez Tamales is also called upon all over Washington to participate in events that pair their famous tamales with regional wines.

  Gingerbread co-stars with wines at Desert Wind Winery, which supports a local charity through its annual “Gingerbread Build Off.” This holiday-themed event, held in November, draws professional bakers from throughout the Yakima Valley region.  Wine barrels serve as the background for gingerbread creations large and small in a winery whose Southwestern style architecture belies its Washington state location. 

  It’s not difficult to see how the holidays bring out the best in wineries and related industries across the United States. From charitable giving to savvy marketing, synergy builds between businesses that understand the value of partnerships during the holiday season.

HERBICIDE DRIFT: A Common Issue Affecting Vineyards Worldwide

helicopter sprinkling herbicide to crops

By: Judit Monis, Ph.D. and Brian D. Kaider, Esq.

Last July, Judit was invited to speak to a group of growers in Pennsylvania. The presentation focused primarily on grapevine diseases caused by bacteria, fungi, and viruses but at the group’s request pesticide drift was also covered.  Extension specialist colleagues: Mike White (recently retired from Iowa State University), Tim Martinson (Cornell University), and Bruce Bordelon (Purdue University) helped by providing photos of herbicide injury in vineyards.  However, according to the audience and what was seen the next day at the vineyards, other more drastic symptoms are observed in their vineyards, such as complete wilting of leaves in the vine and rapid defoliation (see photos taken by Judit). 

The Problem

  So many times, throughout our careers, plant pathologists are called to check out vineyards that have “interesting” symptoms that do not necessarily fit with the symptoms caused by the “usual suspects”.  It seems like more often than not, vineyards are affected by chemical products that were not intended to be applied to the vines.  The effects of these unwanted chemicals can cause long term and often times irreversible damage to grapevine (and other crop) plants.   This article will have a different focus and will cover pesticide drift, specifically the injury caused by herbicides in vineyards.

Pesticide Drift

  Pesticide drift is defined as the movement of a pesticide to unintended areas from the site of application.   Pesticide drift can be harmful to humans, animals, and plants.  Obviously, when a product is applied during a time of heavy winds, it is expected that the product will be transported to another field in the direction of prevailing winds.  However, many herbicides (especially the ester formulations of 2-4-D) are able to volatilize, forming clouds that may be transported and ultimately land miles away from the application site causing tremendous damage to the vineyard plants.

  Herbicides are chemical products that are used to control weeds in agriculture lands, lawns (e.g., golf courses or homes), highways, etc.  The herbicides most commonly used are plant growth regulators (PGRs).  While PGRs are used to kill weeds with broad leaves, these chemicals have detrimental effects on important commercial crops.  The most common situation is when herbicides applied in neighboring farms that grow row crops such as corn, sorghum, or soybeans, are transported to a vineyard.  The effect in the vineyard can go from distorted leaves, shortened internodes, complete defoliation, to vine death.  Depending on the time in which the injury occurs it can have severe effects on the quality of the grape fruit to complete loss of production.  The the effect of herbicides in the grape clusters can be seen in Fig 1.  Initially the herbicide damage may be observed in one or two of the berries in a cluster.  But later, the damaged fruit becomes susceptible to infection by secondary saprophytic organisms that ultimately deteriorate the whole cluster.

  The damage caused by PGRs can be long lasting and in some cases the only solution is to replace the affected vines with new plants.  Unfortunately, vineyards may suffer more than one drift incident during its lifespan resulting in an uneven vineyard consisting of vines of different ages and sizes.  The diverse size of vines creates a challenge to the grower as each plant must be managed differently due to their nutrition and water requirements, not to mention that younger vines are more susceptible to herbicide injury.

  When damage caused by an herbicide is noticed in the vineyard, growers must act quickly to determine the injury’s cause.  In all instances, damage must be documented with photos.  In addition, physical samples must be submitted to a lab to determine which pesticide is the culprit of the injury.  Since there are many different possible chemicals that can cause similar symptoms, the grower needs to have some knowledge as to what chemical is suspected as the laboratory needs to perform specific tests to confirm the presence.   A common problem is that chemicals can move a long distance, hence not always easy to determine where the drift originated.  However, if the grower, knows the origin of the herbicide (saw spraying activity in a nearby farm), s/he could attempt to ask the farmer to follow label directions to avoid drift or to use a less volatile product.  If the activity continues in spite of the request, the only viable solution may be to take legal action against the perpetrators.

  Although the U.S. Environmental Protection Agency (EPA) requires all pesticides to be registered, through the Federal Insecticide, Fungicide, and Rodenticide Act (FINRA), regulation of pesticide application is generally the responsibility of each individual state’s department of agriculture or environmental agency.  Naturally, each state’s approach has been tailored to the unique requirements and circumstances of its jurisdiction, resulting in a broad spectrum of regulatory frameworks.  Accordingly, the strategy for taking legal action in the event of pesticide drift will depend greatly upon the state in which the damage occurred.  However, the following are some of the most common legal theories under which these cases may be brought.

Negligence

  A legal claim for negligence occurs when four conditions are satisfied.  Someone owes a duty of care, that person breaches their duty of care, another person or their property is damaged, and the breach of duty is the cause of that damage.  It is generally accepted that someone applying pesticides owes a duty of care in their application methods.  Further, demonstrating that a neighboring crop or property was damaged is fairly easy.  The difficulty in these claims is proving that the applicator breached the duty of care and that the breach was the “proximate” cause of the damage. 

  Whether there is a breach of duty depends, in part, on the extent of the drift.  Nearly all pesticide applications involve some amount of drift.  The applicator is only negligent if the pesticide is used under conditions or in a way that exceeds normal drift. 

  There are many ways in which a pesticide applicator may breach their duty of care.  Commercial pesticides, such as 2,4-D, come with instructions specifically designed to minimize the risk of drift.  For example, 2,4-D instructions say not to apply the chemical when the wind is stronger than 15 miles per hour.  There are also instructions relating to concentration, droplet size, temperature, and suitable equipment.  Further, state and local jurisdictions often have regulatory requirements involving crop buffer zones or setbacks.  Failure to abide by these instructions and regulations would likely be considered a breach of the duty of care. 

  Other actions may not be as clear.  For example, in an aerial application of pesticide, the higher the altitude at the time of chemical release, the greater the risk of drift.  How high is too high in a given case will depend on many factors, including; the type of chemical, the form of the chemical, the equipment used, the wind speed, the topography of the land, etc. 

  To prevail on a negligence claim, you must prove not only the breach of duty, but that the breach caused the injuries to your land.  This may be especially difficult if there are multiple land-owners surrounding your property and each of them uses the same or similar pesticides.  How do you know which one caused your damage?  Some successful claims have included testimonial evidence that aerial application was made across property lines and that visual pesticide residue or odors were detected on the damaged property after observing application on the neighboring property. 

Res Ipsa Loquitor

  There are some circumstances in which the damage itself is sufficient evidence of negligence.  In these cases, there is a legal doctrine known as res ipsa loquitor (Latin for “the thing speaks for itself”) that applies.  Essentially, the argument is that some events do not ordinarily happen in the absence of negligence.  So, for example, if a crop duster suddenly drops its entire load of pesticide on a property 10 miles away from the intended target, that is sufficient proof that the pilot was negligent in operating and/or maintaining the equipment. 

Strict Liability

  Some products or activities are so inherently dangerous that even when exercising great care, injury is likely to occur.  The classic example is owning a tiger.  It doesn’t matter how strong a cage you use to hold the tiger, how much training you have in working with tigers, or what precautions you use to ensure your is restrained.  If your tiger escapes and bites someone, you will be liable, because tigers are inherently dangerous. 

  Many states have specifically found that pesticide application is NOT inherently dangerous, meaning that strict liability does not apply.  There is one 1961 case, however, where a court disagreed.  In Young v. Darter, the Oklahoma Supreme Court held that application of 2,4-D was inherently dangerous and found the applicator strictly liable for damage to his neighbor’s cotton crop.  It is worth noting that both cotton and grape vines are highly susceptible to damage from 2,4-D.

Trespass

  Most people understand that if a person enters their land without permission, they are guilty of trespassing.  Some jurisdictions, however, have also held that releases of chemical substances that settle on the property of another can constitute a trespass.  For example, in 1959, the Oregon Supreme Court held in Martin v. Reynolds Metals, Co. that the defendant’s release of fluoride gas that settled on adjacent land, rendering it unfit for cattle grazing, was an actionable trespass.  Unlike a negligence claim, actual damage to the subject property is not a required element in a trespass claim, though lack of injury may dramatically restrict the amount of any monetary recovery.

Nuisance

  Whereas trespass law addresses physical intrusion of pesticide particles onto the property of another, nuisance law addresses the interference with the use and enjoyment of the land that results from such an intrusion.  So, for example, if a pesticide drifts onto vineyard property in detectable amounts, it may constitute a trespass, whether there was damage or not.  But, if the grapevines on the property were damaged, it would interfere with the owner’s use and enjoyment of the land, giving rise to a nuisance claim.  It is worth noting that at least one jurisdiction, Minnesota, has held that pesticide drift can ONLY constitute a nuisance and not a trespass, because the particles are not a “tangible” object that affects the owner’s exclusive possession of the land. 

Additional Issues

  Two other points are worth mentioning.  First, before bringing suit in a pesticide drift case, it is important to know who applied the pesticide.  If the owner of the neighboring property or one of his employees did it, then he is liable.  But, if it was applied by an independent contractor hired by the neighbor, it may only be the contractor who is liable.  In some cases, where the neighbor specifically directed the contractor to use certain chemicals, or to spray them in a particular manner, both the neighbor and the contractor may be liable.  Second, there have been cases in which pesticide drift has caused the damaged property to lose certification as an “organic” farm.  Some states, such as Maryland, have databases of sensitive crops.  Owners should be sure to list their organic fields in these databases to alert neighboring farms to exercise caution in pesticide application.

  Judit Monis, Ph.D. is a California-based plant health consultant, provides specialized services to help growers, vineyard managers, and nursery personnel avoid the propagation and transmission of disease caused by bacteria, fungi, and viruses in their vineyard blocks.   Judit is fluent in Spanish and is available to consult in other important wine grape growing regions of the word.  Please visit juditmonis.com for information or contact juditmonis@yahoo.com to request a consulting session at your vineyard.

  Brian Kaider is a principal of KaiderLaw, an intellectual property law firm with extensive experience in the craft beverage industry.  He has represented clients from the smallest of start-up breweries to Fortune 500 corporations in the navigation of regulatory requirements, drafting and negotiating contracts, prosecuting trademark and patent applications, and complex commercial litigation.  bkaider@kaiderlaw.com, (240) 308-8032

Wine Industry 2019 Email Benchmark Results

Email marketing with young man

Presented by WineGlass Marketing

A clean, transactional website that conveys a story, a consistent and authentic social media presence, and thoughtful targeted emails are the digital super group in your marketing arsenal. Although it seems every year someone comes out and predicts the death of email, it is still the best direct marketing tactic available to you. In the U.S., email usage has grown every single year since 2012 and 91% of American internet users use email (statista.com).

  But, that thoughtful and targeted part ain’t easy. After you find your audience and convince them to subscribe, which is a challenge in itself, you then have to keep their attention. (It takes an average of six to eight touch points to generate a qualified sales lead. (Salesforce))

The WGM Client Email Project is Born

  When we are working with our client on their email-marketing efforts, many of our clients want to know what others are doing. The internet is full of benchmarks and studies about email marketing, but very little exists about wine-related content. Can we assume that we are most analogous to a “Retail” category? Agricultural? Food and beverage? We’re never sure.

  So we started a project in January 2018 that entailed recording every email we sent for our clients: 3,089,124 emails across 1,697 campaigns for 43 clients over 21 months, to be exact. We removed administrative and club emails and checked for statistical significance and can confirm this is a large enough sample to be confident about the findings. Our goal was to compare our clients’ results to the posted industry benchmarks to see if they were a good judge of success. What we uncovered was interesting.

We are not the same!

  Immediately, we saw that our emails performed differently than the posted benchmarks. We had always used Mailchimp’s “Retail” benchmarks for our marketing – but never knew if this was a good comparison. It turns out that its’s not.

Graph showing Winery Open and CTR versus Mailchimp "Retail"

I’d like to say that the emails we create for our clients are so creative and impactful that they perform 20% better than industry average, and there might be some small truth there. But, it’s more likely that the wine category, as a whole, gets better response than the average category.  “Retail” is a broad category for any email that is selling something from Amazon to Zappos. But our clients are selling wine, which, in most people’s world, is a good thing and a welcome distraction from their daily drivel. Our theory is that winery customers look forward to news about their wineries, their favorite wines or upcoming events because it is an enjoyable hobby they have chosen to learn about and follow, versus the Sunday white sale at Macy’s which, may or may not be, relevant this week.

Getting Their Attention: Thoughts on Open Rates

  The two best predictors of whether an email will be opened is the subject line, and when the email is sent. We wanted to isolate both of these variables. According to data from Marketo, 41 characters–or 7 words–is reported to be the sweet spot for email subject line length in 2019. We counted all the characters (including spaces) in our campaigns and came out with an average of 42…so, we were pretty confident about our test results.

  But when we got into the data we were surprised. We couldn’t find any general statistical significance between open rate and the length of the subject line. (For you nerds out there, in our analysis, R2 =.04894 indicating that there is no linear relationship.) Put another way, if you have more, or less, characters in your subject line, we couldn’t say if your email is more, or less, likely to be opened. Length didn’t matter when looking at the emails in aggregate.

Graph showing Impact on Length of Subject Line

  However, when we look at the type of email, we saw trending. We bucketed emails into groups of club emails, eCommerce or sales emails, event announcements and emails with just information or news. We then looked at the open rate of emails whose subject line were low (1-25), medium (26-50), high (51-75) and very high (over 75) character counts. What we found was club emails perform better with brief subject lines, whereas event and newsletters are more likely to be opened with a longer, more explanative subject line. The fact that eCommerce shows little difference between lengths of subject lines indicates that it is the message that matters – or, simply, what is the offer?

Graph showing Impact of Day on Open and Click Through Rates

The frequently debated topic of which day to send emails was also on our radar. Old-school folklore says Tuesdays are the best, but we should know by now that mobile phones have changed the way we consume email. It is now a 24-7 activity done on the bus, in line at the lunch counter, during weekends and before bedtime. Also, most people use mail applications that merge personal and work email together on their phone or they switch back and forth. So, it’s no longer a world where we read our work emails at the office desk between 9-5 on weekdays, and our home emails at the weekend home computer. In fact, there is substantial research indicating that a hobby topic like reading about wine is most often enjoyed and acted upon during weekends. So, we had our doubts.

  Looking at our clients’ data, the majority of the emails were sent on Thursday, and this coincided with a peak in open rate and click through rate. We surmised that for each client we naturally started optimizing to the best send day, and it is definitively Thursday. (Since they are all averages, the increased number of email campaigns on Thursday shouldn’t necessarily mean that open and click through rates are better, so we feel confident that mid-week is still the best time to send for optimal performance.)

Keeping Their Attention: What About Frequency?

  Then there is the question of frequency. Frequency is a complex mix of your unique databases’ relationship with your winery, and the quality of content you deliver to them. Some wineries may have developed a relationship that their customers tolerate several emails a week. Some only email twice a year. The only true way to tell your particular ideal frequency is to test and look at unsubscribe, open and click through rates.

Pie Graph showing Frequency of Email Sends

The client pool for our data collection was wide and diverse. It included large, distributed mass-market brands, as well as small, allocation-only wines. It should be noted, generally, that the larger the winery, the more frequently they emailed their database. But, when we looked across all 43 clients, more than half of them are sending emails once or twice a month. Only 10% are sending weekly, and 9% are sending every 6 weeks or every 3 months. The 13% of wineries sending every 6 months are all on allocations.

Graph showing the Affect of Frequency on Email Performance

  But, the question becomes, what is the optimal frequency for performance? Well the answer there is more is not better, but there’s a catch. At first glance, the data suggests that every six months gets you the best open and click through rate, but take into consideration these communications are highly anticipated semi-annual release allocations. For those of us that don’t have a line waiting around the block for our wine, it appears somewhere around 4-5 weeks is the sweet spot. This is also supported by the data and knowledge that segmentation and smaller lists get better response. Remember – it’s not how often you send an email, but how often any one person on your list receives one. So, your best bet is to spread out your communication and don’t hit everyone all the time. Segment your lists by their preference, location, or buying habits, and your frequency will naturally drop.

Getting To The Sale

  Not all of our email campaigns were sales based (yours’ shouldn’t be either.) Some were event invitations or newsletters, but we did pull out the eCommerce emails for sales statistics. Klaviyo.com quoted the average conversion rate on 18,000 customers across 13 industries during the full 2018 calendar year at .09%. We felt pretty awesome at our. 48% average. But once again, take into account this is wine versus kitty litter or whatever other offer ends up in your inbox. Our consumers generally want to hear about our winery and order our wine because they choose to enjoy it.

  If you were to project out response, you can assume about $334 AOV and 7-8 orders on an average campaign.

Winery Benchmark Averages

Conclusion

  So, what does this all mean? Here are our take-aways:

1.  Wine is a cheerful addition to the inbox, so set your goals higher than posted averages. Below is what we’re using for our winery benchmark performance moving forward.

Winery Benchmark Averages

2.  Go ahead and use those long subject lines and test emojis and other attention grabbers. But on sales emails, keep the offer short and to the point.

3.  Don’t feel stressed about making a specific send day of the week. It is true that Thursdays are the best day for email drops. But if you miss that, Tuesdays, Wednesdays and Fridays are good, too.

4.  While most of us send emails every 2-4 weeks, it appears that spacing this out to every 4-6 weeks would be beneficial. Rather than cutting back on good content, try segmenting communications to who might best respond to the message.

5.  Smaller lists perform better. Always. Get out of the habit of sending every message to everyone on your list. Its more work to segment, but it’s worth it.

  We were pleased with the results of this inaugural benchmark, and will continue and broaden our study, and continue reporting annual results.

  We are curious – does this match with what you see in your own database? If you have comments, we’d love to hear them at service@wineglassmarketing.com.

  Susan DeMatei is the President of WineGlass Marketing, a full-service direct marketing firm working within the wine industry in Napa, California. www.wineglassmarketing.com

Don’t Get Caught Off Guard During Wildfire Season: Tips for Your Winery

By: Markel Corp.

winery in front of a vineyard

Weather conditions and natural disasters occasionally take a toll on vineyards and other agricultural production systems. Due to climate change and prolonged drought, the frequency and severity of wildfires is expected to increase. These risks highlight the need for winegrowers and winery owners to be as prepared as possible to reduce risk.

Putting Your Plan Together

  Many wineries may have already revisited their evacuation plans and filed them with their respective state agencies. Staying current of wildfire season developments can help enhance your ongoing planning and preparedness. Technology can also support your wildland fire planning and response. Additional planning resources by the American Red Cross is available at: www.redcross.org/get-help/how-to-prepare-for-emergencies/types-of-emergencies/wildfire.html

Steps to Take Before a Wildland Fire Event

•    Take a close look at your program’s communication protocol for evacuations. Everyone should have a clear understanding of alarms that signal when you need to evacuate. Assign specific accountabilities to staff so everyone works collectively to achieve a positive outcome of protecting lives and property.

•    Work with your regional Forest Service to better understand emergency evacuation procedures in your area.

•    Coordinate with the American Red Cross, FEMA, and other emergency agencies to give them the locations of your evacuation sites. Invite your local fire department out as part of a fire pre-incident plan. They should be provided a map of your property, highlighting planned evacuation routes. They can also offer technical assistance to support your plan.

•    Prepare and post route maps for each site, including alternate routes. With a large fire, you may need to use “Plan B.”

•    Consider forming a cooperative agreement with another site to share resources and serve as an evacuation site.

•    Identify key equipment to be evacuated, including computers and other vital records. As part of your business continuity planning, programs should already have information backed up and stored remotely. But, in case you don’t, practice removing this equipment as part of your practice response.

•    Stock an ample supply of water and easily-prepared foods until rescue arrives.

Controlling Wildland Fire Exposures

Wildland fires are one of the most catastrophic threats to wineries.  Protecting your structures from ignition and fire damage is an important program objective second only to an evacuation plan. Taking precautions ahead of time can help reduce the exposure of a wildfire intrusion. There are a number of proactive measures a winery can take to mitigate the property damage a wildland fire can cause.

  To support a fire adaptive community philosophy, the local fire department or authority having jurisdiction for your program should require you to develop a landscape plan for the property. It is wise to seek their advice and incorporate their recommendations as you develop a plan specific to your location. You can learn more about fire adaptive community planning at the Fire Adaptive Communities, www.fireadapted.org

  According to the NFPA 1144 – Reducing Structure Ignition Hazards from Wildland Fires, fire protection plans should address four zones around a property.

What are the primary threats to property during a wildfire?

  Research around property destruction vs. property survival in wildfires point to embers and small flames as the main way that the majority of properties ignite in wildfires. Embers are burning pieces of airborne wood and/or vegetation that can be carried more than a mile through the wind, they can cause spot fires and ignite structures, debris and other objects.

  There are methods for property owners to prepare their structures to withstand ember attacks and minimize the likelihood of flames or surface fire touching the structure or any attachments. Experiments, models and post-fire studies have shown structures ignite due to the condition of the structure and everything around it, up to 200’ from the foundation. 

  This is called the Home Ignition Zone. (Or referred to in this document as the structure ignition zone.)

What is the Structure Ignition Zone?

  The concept of the structure ignition zone was developed by retired USDA Forest Service fire scientist Jack Cohen in the late 1990’s, following some breakthrough experimental research into how structures ignite due to the effects of radiant heat. 

The structure ignition zone is divided into three zones; immediate, intermediate and extended.

Immediate Zone

  The structure and the area 0-5’ from the furthest attached exterior point of the structure; defined as a non-combustible area. Science tells us this is the most important zone to take immediate action on as it is the most vulnerable to embers.

  START WITH THE STRUCTURES then move into the landscaping section of the Immediate Zone.

•    Clean roofs and gutters of dead leaves, debris and pine needles that could catch embers.

•    Replace or repair any loose or missing shingles or roof tiles to prevent ember penetration.

•    Reduce embers that could pass through vents in the eaves by installing 1/8” metal mesh screening.

•    Clean debris from exterior attic vents and install 1/8” metal mesh screening to reduce embers.

•    Repair or replace damaged or loose window screens and any broken windows. Screen or box-in areas below patios and decks with wire mesh to prevent debris and combustible materials from accumulating.

•    Move any flammable material away from wall exteriors – mulch, flammable plants, leaves and needles, firewood piles – anything that can burn. Remove anything stored underneath decks or porches. Intermediate Zone 5-30’ from the furthest exterior point of the structure.  Landscaping/hardscaping – employing careful landscaping or creating breaks that can help influence and decrease fire behavior

•    Clear vegetation from under large stationary propane tanks.

•    Create fuel breaks with driveways, walkways/paths, patios, and decks.

•    Keep lawns and native grasses mowed to a height of 4”.

•    Remove ladder fuels (vegetation under trees) so a surface fire cannot reach the crowns. Prune trees up to 6-10’ from the ground; for shorter trees do not exceed 1/3 of the overall tree height.

•    Space trees to have a minimum of 18’ between crowns with the distance increasing with the percentage of slope.

•    Tree placement should be planned to ensure the mature canopy is no closer than 10’ to the edge of the structure.

•    Tree and shrubs in this zone should be limited to small clusters of a few each to break up the continuity of the vegetation across the landscape. Extended Zone 30-100’, out to 200’. Landscaping – the goal here is not to eliminate fire but to interrupt fire’s path and keep flames smaller and on the ground.

•    Dispose of heavy accumulations of ground litter/debris.

•    Remove dead plant and tree material.

•    Remove small conifers growing between mature trees.

•    Remove vegetation adjacent to storage sheds or other outbuildings within this area.

•    Trees 30 to 60’ from the structure should have at least 12’ between canopy tops.

•    Trees 60 to 100’ from the structure should have at least 6’ between the canopy tops. If an evacuation becomes evident

•    If possible, identify the location and direction of the fire event. Remain cognizant that this can quickly change direction and speed.

•    Clearly explain your evacuation procedures to all that may be involved.

•    Identify special medical needs and gather emergency equipment and necessities, including trauma supplies for ready access.

•    Designate enough vehicles to evacuate everyone safely. Reinforce safe driving practices with all drivers.

•    Equip staff with emergency communications equipment (cell phones, walkie-talkies, whistles, flares, colored smoke canisters, etc.). Ask your local jurisdiction authority for suggestions.

•    Load key equipment, vital records, food, and water.

•    Ask qualified associates to disconnect and move LP gas tanks to a safer location, such as a gravel lot, or follow the manufacturer’s instructions to empty the tanks.

•    Warn firefighters of underground fuel storage or LP gas tanks before you leave. Making your facility fire resistant can help reduce property loss. However, keep in mind that these steps should be done only by assigned staff in conjunction with an evacuation and never require or allow staff to remain behind. Close and secure all doors and windows once combustible materials have been moved away from these openings.

•    Wet down buildings and roofs. There are commercial grade fire retardant products available that can help support your efforts to protect your property. But do your research ahead of time; and don’t let the application of these products reduce the priority of evacuating.

•    Have qualified personnel cut down trees in the fire path, bulldoze a firebreak, and cut field grass as short as possible.

•    Remove brush and dry vegetation near buildings.

  Fire EvacuationWhat you need to know

During wildfire season, you may be forced to evacuate in a hurry. People are your first priority; to include guests, staff and firefighters. Most fire evacuations provide at least a three-hour notice; but due to the scope of your operation, you may need to do it sooner. Take proactive steps before and during an evacuation to reduce anxiety and avoid injuries. Plan, prepare and practice.

Filing claims

  In the event your area experiences a wildfire event, it is highly likely it will not only be monitored by your insurance agent, in addition to your insurance company. Pre-loss documentation, such as video recordings and pictures of buildings, business personal property inventories, should be up to date and included as part of your evacuation materials. Working with your agent is a great resource to understand what might be necessary to help with documentation, if you should need it.

Rethinking Trellis Viability in the Age of Mechanization

By: Tracey L. Kelley

narrow path of a vineyard

Initially, when conceptualizing this article, we wanted to present the feasibility, maintenance and costs of the Lyre trellising system.

  However, research and interviews revealed that while it was once a viable choice, evolving production practices, reduced labor availability and other factors require growers to think more strategically. For cost-saving efficiency in the fruit zone, vine vigor and development of the finest product, growers need more modern trellis innovation.

  You know something interesting is about to happen when you contact a subject matter expert about a story angle and he or she says, “Um, that simply won’t work. Here’s why.”  Uh oh…

  What first piqued The Grapevine Magazine’s interest in the Lyre system was visiting American-based vineyards and hearing growers share their enthusiasm for it. Developed in the 1980s by Alain Corbonneau in the Bordeaux region of France, the Lyre trellis trains vines to grow up, allowing more wind and sun into the canopy for greater fruit yields and reduced mildew. It first entered into some mainstream vineyards because of a disaster.

  “The 1990s was a period of questioning canopy management and trellising. This was particularly evident in California, where (growers) were replanting after the AxR debacle,” said Richard Smart, author of Sunlight into Wine and world-renowned viticulturist specializing in canopy management, improving vineyard yield and nutrition management. The referenced debacle was AxR#1, or Aramon Rupestris Ganzin No. 1, a French-American cross rootstock devastated by the louse phylloxera.

  “There was a lot of the Lyre trellis installed in the Napa Valley and thereabouts at that time, probably more than anywhere else in the world that I am aware of,” Smart said. At the time, high-yielding growers in California, Oregon and Washington considered it a viable alternative—as did some in Texas and, to a limited extent, Missouri, New York and North Carolina. It’s a less-popular divided canopy choice where cold injury is common because of the extensive cordon development required. However, that’s not the only issue with it.

  “There may be 6–to–12 foliage wires and two fruiting wires. It’s, therefore, one of the more expensive trellis systems to install,” Smart said. “And its popularity soon waned because of problems with mechanization and subsequently, the effects of trunk disease—although this system is less prone than single curtain vertical shoot positioning (VSP). I hear mixed reports on the ease of mechanical harvesting, although it’s relatively easy to mechanically pre-prune.”

  So here’s one point where our story angle turned: how does a single choice of trellis impact all other aspects of production, labor and cost savings?

Labor+Mechanization=Different Trellis Choices

  “The top three trellis issues we’re asked to help with are labor savings, trellis systems that allow for more mechanization and stronger systems to hold the larger crop loads,” Jeff Miller told The Grapevine Magazine. Jeff Miller is COO of JSC Agricultural Supply, a division of Jim’s Supply based in Bakersfield, California. It manufactures trellising supplies, provides a full line of agricultural equipment and consults with growers about trellis systems and installation.

  A term frequently mentioned in the industry now is “no touch”: vineyards managed by mechanization and technology that reduce reliance on human labor. In France, where agricultural labor receives higher wages than in the United States, there’s an intense demand for advanced no-touch technology. Growers in Australia, Italy and Spain are adapting, too. At the 2017 Unified Wine & Grape Symposium, numerous panel experts—including Mark Krstic of the Australian Wine Research Institute, Aaron Lange of Lange Twins Family Winery and Vineyards in California, and Nick Pehle of Stone Hill Winery in Missouri—detailed the hows and whys of no-touch operations for everything from pruning and shoot thinning to leaf removal and harvest.

  “This is the direction the industry is heading,” Miller said. “It has to. With a shrinking workforce, more competition for labor, changing overtime laws and increasing minimum wage, growers are seeking solutions to limit the amount of labor needed in the vineyards.”

  These essential points circled our story angle back to trellis choices. Craig Macmillian is an ag specialist with Gold Ridge Research Conservation District in Sebastopol, California, who works with landowners to conserve, preserve and improve their properties. A former grower and winemaker, he said it’s not easy or inexpensive to convert horizontally-divided systems to vertical systems to allow for greater mechanization.

  “When I have seen people make a change, they were redeveloping the vineyard,” he said. “While horizontal systems like the Lyre are still excellent choices for high-vigor sites, you can’t pre-prune, prune or harvest mechanically. Most machines are designed for vertical trellises.”

  He went on to say that because both sides of the vine established on a horizontal structure require more touches, it takes additional time to work a block. “So with whatever labor you have, it’s very slow to get through a block. Doubling the amount of labor just isn’t practical. Costs are going up, and growers are paying more per hour, but more importantly, there simply aren’t enough people.”

  Here’s where the angle of this particular story could have easily jumped from the Lyre system and trellising in general to necessary mechanization due to immigration and adverse effect wage issues. In the United States, most farm labor comes from Mexico, but fewer people, in general, want to be involved with such hands-on, backbreaking work. So, while that topic is definitely an important feature to present another time, what’s interesting and more on target in this story is how growers, educators and manufacturers are innovating to accommodate where the industry is now and how planning should evolve to address key challenges before they happen.

Consider All Options for Now…and the Future

  To ensure the most healthy and productive canopy, Smart encourages growers to consider their options down the line, taking into consideration the overall operations of the vineyard.

  “My general preference in today’s market of constrained labor availability and cost is to use the vertically-divided Scott Henry system for cane pruned vines, and the Smart-Dyson for spur pruned vines,” Smart said. “The latter can be mechanically pre-pruned, and both machine-harvest well.” Smart partnered with John Dyson, a California and New York grower, to develop a split canopy system to improve yield and wine quality. Industry experts rely on the system to provide better grape-foliage balance.

  Miller added that “as the grower works to reduce their costs in the field, they’re moving towards a single bi-lateral cordon system 60–66 inches high. The system allows for uniformity to help with mechanization.”

  To new vineyard owners, Macmillian recommends installing the most basic trellis system possible at first. “Then put in a line post that has the ability to have retrofits put on it, so you can put on catch wires, additional catch wires, a crossbar, if that’s how you decide to go. Build up to what your needs eventually will be.”

  For ease of mechanized harvest, he referenced a California grower who established a cross arm that was up to about 18” wide. “While not horizontally divided, it was a way to capture the canopy without having to move the wires, which is what a cross arm will enable someone to do. It allows the canopy to be more open than with catch wires, but not flopping completely.”

  Macmillian also suggests people think about mechanization right from the beginning. “I don’t see that there’s going to be more labor in the future. In order to survive, vineyards are going to have to become increasingly mechanized. This applies to small, medium and large producers.”

What about the sense of community pride when people are involved in pruning, harvest and crush? Many vineyard owners rely on this assistance not only to provide a connection to tradition and as great promotion but also to manage costs more effectively.

  “If someone has a small enough vineyard—we’re talking a couple of acres—and they have that kind of community of friends, neighbors and relatives, hand labor is viable,” Macmillian told The Grapevine Magazine. “However, what I’ve found is most folks are excited to work for a couple of hours, then it’s not fun anymore. So there’s not much acreage you can cover that way. Now, in Europe, for example, domains—such as those in Burgundy, which tend to be very small—have folks from the community who come every year who pick at the end of the day, and that’s it. But we don’t have the same kind of tradition as they do there. And even in Europe, [use of] immigrant vineyard labor is increasing.”

  He added that “if you have a high-vigor site, a divided canopy trellis might initially be the right choice, but economically and logistically, it may not be the right choice. Which means you’ll have to deal with that vigor issue another way, and that’s the problem.”

  Miller said JSC tries to develop products to allow for a slight hybridization in operations, recognizing that while complete trellis retrofitting might not be an option for existing growers—especially those of a certain size—adapting technologies might bridge the gap.

  “In early 2018, JSC partnered with ECO Trellis out of New Zealand to add the ECO/ KLIMA suite of products to our product line,” Miller said. “The KLIMA pruning machine is a cane pruning system that reduces costs during the pruning process. We developed a cross arm that can adapt any existing trellis system over to be compatible with the KLIMA pruning machine. In addition, working with a grower on the Central Coast, we developed an extension that can be added in the early years of a high-wire system to help with the spur positions in the initial development of the vineyard.”

  University of Missouri Extension Services offers a comprehensive article that provides great detail in preparing for mechanized viticulture or preparing an existing vineyard for mechanization. It advises producers to first “develop a working knowledge of the abilities, limitations and requirements of currently available equipment.” Also included in this analysis is the importance of site selection, vineyard design, cultivar selection and trellising.

  “At present, single curtain, cordon-trained systems are the most conducive to full vineyard mechanization. Examples include the high bilateral cordon, mid-wire cordon with VSP and the Smart-Dyson and Ballerina systems. Of these, the former two are often preferred for their simplicity in management, and selection of either should be based upon cultivar growth and bearing habit, anticipated vine size and revenues and other site or regionally-specific considerations.”

  Basic touchstones for existing vineyards include close examination of trunks and cordons, as well as the density of canes and spurs; investigating the cost of repairing or retrofitting the trellis; and reasons for sagging between posts, whether it’s due to falling end assemblies, excessive line post spacing or inadequate tension prior to cordon establishment. U of M Extension offers an extensive checklist for established growers considering more mechanized operations.

Exploring the Diverse: Wines Within the Columbia Gorge Wine Region

By: Becky Garrison

vineyard with an overlooking mountain

The Columbia Gorge Wine Region is defined by the Columbia River that cuts through the Cascade Mountain Range, as well as the Missoula Floods that scoured the region 15,000 years ago. Within this compact 40-mile region that includes Washington State and Oregon, lies the Columbia Gorge American Viticulture Area (AVA), as well as a portion of the Columbia Valley AVA.

  Lewis and Clark first made the Gorge famous during their 1805 passage to the Pacific Ocean, when they found this was the only sea-level passage through the Cascades. However, the first signs of this region’s winemaking potential did not occur until the 1880s when the Jewitt family, founders of the town of White Salmon in Washington State, first planted American vines.

  Soon other pioneer families followed suit with some of their original vines still standing. Case in point, during this time period, Italian stonemason Louis Comini planted Zinfandel wines in a vineyard located in The Dalles, Oregon. In 1982, Lonnie Wright, owner of the Pines 1852 Vineyard and Winery, rediscovered this now abandoned vineyard and nursed the vineyard back to health. He continues to grow grapes used for their Old Vine Zinfandel.

  In the 1970s, other contemporary pioneers began experimenting growing grapes on the south-facing slopes of the Underwood Mountain in Washington State. Over the ensuing two decades, well known wine makers began exploring the grapes of this region, and the Columbia Gorge AVA was established formally in 2004.

A founding member of the Columbia Gorge AVA and co-founder of Syncline Wine Cellars (Lyle, Washington), James Mantone made his first batch of wine in 1999 at Syncline using Pinot Noir grown at Celilo Vineyard, one of the oldest vineyards in Washington State. Early on, Mantone saw the potential of this area for winemaking. He describes his pull to this area. “We were attracted by the tortured topography, the jumbled soils, the varied aspects and elevations of the hills, the influence of the Cascades cooling the nights, the winds shaping vine photosynthesis, the marginal climate. Here was a place that could reward the winemaker with intimate sites that have the potential to produce grapes unique from neighboring sites.”

Rachael Horn, head wine maker and owner of AniChe Cellars in Underwood, Washington, describes the Columbia Gorge AVA as edgy, literally, and fringe in all kinds of ways. “We can grow a variety of fruit in the Gorge, due to a banana belt micro marine-climate while being surrounded by Continental climes.” She adds how these growing conditions produce a high degree of acid in fruit. “This keeps our wines fresh and less concentrated than nearby regions. Our diurnal difference is often 30 degrees or more, which facilitates the retention of native acids.”

  While the Pacific Northwest has become renowned for their juicy red wines, the diverse terroir of this region can produce grapes of almost every varietal. In fact, the Columbia Gorge AVA has the distinction of being one of the few wine growing areas in Washington State where white grape planting exceeds red grape planting with white grapes constituting about 64 percent of the total grape harvest.

  The more western vineyards possess a cool, marine influenced climate ideal for cool-weather loving white varietals such as Pinot Gris, Riesling, Gewürztraminer, and Chardonnay which are known for their crisp acidity. This area also produces bold reds such as Pinot Noir that grow well in this lush environment. Some of these western vineyards such as AniChe Cellars can be dry-farmed, as the soil receives upwards of 40 inches of precipitation annually, and does not require additional irrigation.

  Conversely, eastern vineyards with their continental high desert climate replete with abundant sunshine and just 10 inches of annual rainfall are perfect for growing hot-weather Rhône and Bordeaux along with Italian varietals such as Zinfandel, Syrah, Cabernet Sauvignon, and Barbera.

             Steve Bickford, one of the owners of the family-owned Mt. Hood Winery situated just outside the town of Hood River, observes how the local weather informs the grapes they chose to grow at their vineyard versus those grapes they decide to purchase from other AVAs.

  ”The west end is cooler, wetter and with less overall heat units needed for ripening. So, we grow many white wine grapes on the west end in Hood River, and a few reds; mostly Pinot Noir. The east end of the AVA is drier and hotter, and conducive to the bigger reds, like Merlot, Cabernet Sauvignon, and Syrah, So we buy some grapes from our eastern friends.”

  Even within a single vineyard, one can find a vast array of wines. For example, Nate Ready, Farmer/Winemaker, for Hiyu Wine Farm near Hood River, Oregon, opines how the different kind of microorganisms, plants, animals, and humans living in a symbiotic system allow him to grow 107 grape varietals. He creates 12 complex field blends through practices such as grafting multiple varieties on to one plant. Here Ready is inspired by natural mutations that happen over time with an eye toward history. He notes, “Each planting is a field blend based on a different moment in the European history of the grapevine.”

  Ready chose to situate his 30-acre family farm about 22 miles from the summit of Mt. Hood because he wanted to raise animals and garden in a way that resembles nature more than agriculture. “It works for all kinds of grapes because its a diverse and happy place to be a living, growing, being free of pesticides, herbicides, chemicals, and unnecessary human intervention.”

Graham Markel launched Buona Notte Wines, an Italian leaning winery, after working as an assistant winemaker for Hiyu. While the Gorge is not as diverse as the Italian peninsula, he finds places that grow different Italian varietals. Currently, Markel works with seven different vineyards for the seven different varietals that he makes. “Every vineyard is completely unique and seems to fit that varietal so well. I get Sauvignon Blanc form the cliffs of Underwood and Sangiovese from the rolling wheat fields just east of The Dalles. The two vineyards couldn’t be more different, and are only about 40 miles apart.”

  Luke Bradford, proprietor of Cor Cellars wanted to grow the kinds of grapes that would produce the wines he encountered during his trips to Europe such as the wines of Boudreaux and the Mosel, as well as the wines of central and southern Italy. “We wanted to be located in a cooler climate region while still having access to the warmer climate grapes.” Currently, their white wines are made using grapes grown in the Columbia Gorge while they get the grapes for their red wines from the neighboring Horse Heaven Hills AVA. 

  According to the Columbia Gorge Winegrowers Association, fifty wineries reside in this region with 95% of these boutique wineries producing 5,000 or fewer cases of wine each year. These wineries gatherer their grapes from over ninety vineyards (1,300+ vineyard acres planted) within this wine region, as well as surrounding AVAs with a focus on sustainable and organic farming practices.

  Given this boutique nature of the Columbia Gorge AVA, an event such as the 2017 Eagle Creek Fire had a very detrimental impact on that year’s harvest. In summer of 2019, neighboring Phelps Creek Vineyards,  Mt. Hood Winery and Stave & Stone Wine Estates, launched National Forest Week to help rebuild the hiking trails damaged in this fire. They released 8,376 bottles of three Pinot Noirs made with grapes from this fiery vintage. Each bottle sold generated $3 for the National Forest Foundation’s Eagle Creek Fire Restoration Fund.

  Moving forward, ventures such as the Columbia Gorge Express enable tourists without a car to travel from Portland, Oregon to Hood River to explore the town’s numerous tasting rooms, along with three breweries (Ferment Brewing, Double Mountain Brewery and Pfriem family breweries) and Hood River Distilling, home to brands such as Clear Creek Distilling and McCarthy’s Oregon Single Malt.

  Also, the East Gorge Food Trail worked with the Columbia Gorge Tourism Alliance to develop agrotourism within the region by focusing on local businesses that source ingredients within 150 miles. They chose to focus on the Eastern part of the Gorge this area was not as well developed for tourism as areas such as the towns of Hood River and Cascade Locks and areas like Mt. Hood. They designed a self-guided tour covering Mosier (pop. 433) to The Dalles (pop. 13,631) or The Dalles to Durfur (pop. 638). These tours encompass ten historic orchards and farms, restaurants, and seven wineries (15 Mile Winery, Analemma Wines, Garnier Vineyards, Idiot’s Grace Wines, Moody Tollbridge Winery, Sunshine Mill Winery, and Tierra de Lobos Winery).

  As they are at the beginning stages of this project, they hope to continue knitting together the stories that can connect people to the terroir and tastes of the Columbia Gorge AVA.

Practical Brettanomyces Control in the Cellar

By: Thomas J. Payette, Winemaking Consultant

yeast under a microscope

Many winemakers overlook some of the practical control aspects of minimizing Brettanomyces [Brett] growth in their wines.  This article will address some of the items and their circumstances that we should keep in mind while working with our juices and wines.  This article is more a reflection of experience than one jammed with technical data.  It is assumed the reader knows and is aware of Brettanomyces.  To better understand what a Brett microbe might look like please see the author’s portrayal photograph.  This is obviously humor ladies and gentleman to set the stage.

Cleanliness

  No doubt – the first aspect of controlling Brett is cleanliness.  A dirty cellar with poor equipment hygiene will make keeping most bacteria/yeast in the wines in check almost impossible to achieve.  A sound, clean winery will be the assumed premise of this article. Where you take your pomace after pressing should enter your mind in respect to Brett.  Insects from the pomace pile may not just stay at the pomace pile and they may assist in moving brett from the pomace pile to your open bin fermentation vessels or other winemaking contact surfaces, etc

Chemistry

  Most seasoned winemakers realize certain pH levels and free sulfur dioxide levels have limiting affects on many bacteria and spoilage yeasts.  This article will assume the winemaker has his/her finger on the pulse of their wines’ chemistries and understands these chemistry relationships and their influence on the wine.  This article is looking beyond the normal sound winemaking techniques one should already have in place.

Temperature

  Most wine bacteria grow more rapidly at higher temperatures.  If a winemaker keeps their wines stored, after alcoholic and malolactic fermentation, at or near 50 degrees F one will keep most damaging bacteria greatly in check.  It is the author’s understanding Brettanomyces can grow in a free SO2 of 27 ppm when the ambient temperature of the wine is 65 degrees F. The author has greatly used this understanding as a winemaking tool. 

  Often the author will speak with winery owners to negotiate this agreement: “If I can keep the cellar very cold (near 50 degrees F) in the summer months I will trade off little to no heat in the cellar during the winter.”  [This does exclude the lab area that should remain near 68 degrees F for most proper lab functions]  This is in essence a wash financially, in most regions, but a great help to the wines.  

  In practice, on the average, what may happen is the winery may bottom out in the cold months at 40-45 F and near a short-term peak of 65 degrees F during the summer months.  This small upward spike in temp, time wise, is minimal, given the colder months average, which most bacteria, Brett included, have no to little chance to bloom.  It is recommended one use this tool to his / her advantage and the author will often use the colder months after harvest to store his red wines at reasonably low free SO2 values to help soften and evolve the wines during the early months of aging the wine.  By the warmer months, one should bring the free sulfur dioxide level up to that appropriate to combat undesirable microbes.  Try using temperature as your primary tool and if you haven’t built your winery – don’t skimp on cooling!  

When using cold wine storage as your winemaking tool, keep in mind more gases dissolve in cold liquids than warm liquids.  This can be used to an advantage to soften or “micro-ox” some wines but make sure not to exceed what a wine can handle.  Also, understand a wine may evolve slower at lower temperatures since most reactions also slow at lower temperatures.  Wines are no exception to these rules of science.

Racking Timely

  Aging red wines on yeast lees for an extended period of time can be a stylistic tool in a winemaker’s tool box.  Further note these lees may contain unwanted spoilage yeast and microbes from the harvested fruit and/or equipment used to harvest/process the fruit.  If a red wine is stored on its lees it may be more likely to have a Brett bloom since most literature cites certain yeast/Brett populations are greatly reduced by racking the wine off the yeast lees. 

  Research tests on these lees may show active Brett populations that may not have bloomed, just after the yeast alcoholic fermentation.  If there is any doubt as to the condition of the lees, rack early after fermentation to reduce yeast/bacteria-starting loads.

Vacuum Storage

  Many winemakers store and age their cleanly racked red wines in barrel with solid silicone bungs tightly inserted.  Many new cellars have humidity control to help prevent the “angel’s breath” loss of wine from the barrel.  The same cellars may not be very cool especially in caves since the author has noted some caves, on the west coast, to be at between 62 and 65 degrees F without additional cooling.  With additional cooling, one should allow the humidity to drop to a level that evaporation does happen.  Barrels, with a vacuum in them, are less likely to develop spoilage issues due to a sound food science principal that few to no bacteria/yeast can grow in a vacuum. 

  With normal topping of the barrels, say every 4-6 weeks, one will keep most unwanted microbes in check, including brettanomyces. [The author has no data whatsoever that Brett cannot grow in a vacuum – only practical hands on data for this statement.]

Topping Barrels

  As mentioned earlier barrels may be a great aging vessel; yet, many are unclear as to when and how to top.  Topping barrels can be a stylistic tool even down to the frequency of topping.  In relationship to this article, make sure the topping wine for your barrels is Brett free.  One doesn’t want to make the wrong choice of a Brett infected wine source and unknowingly spread that culture throughout the winery spanning a number of barrels.  The author chooses to use similar wine known to be free from Brett of filtered wine, to the proper micron level, that Brett should not be an issue.  Topping, as mentioned in previous articles, can be a major potential source of cross-contamination.

Filtrations

  It is the authors understanding that Brettanomyces yeast has a size range of near 0.80 to 1.1 microns.  With this in mind, we can understand better what size filtrations may be needed to reduce or eliminate the potential of Brett.

  Filtration can be done at anytime during the wines life; but, if successful, with the storage and aging of the wines in the cellar one may just consider the filtration at or near bottling to be the safety net needed as a “just in case” measure. 

  Assuming all malic acid and fermentable sugar have been depleted, one may consider a 0.8 or 0.65 micron absolute pore size filtration.  Care must be taken to keep the pressure down during the filtration step to make sure excess pressure doesn’t allow the yeast to formidably shoulder through the filter media.  In some cases, winemakers and bottling lines have had to use a 0.65 micron rated filter since the 0.8 micron absolute filter can be difficult to obtain at writing of this article.

Summary

  It should be clear to the reader that beyond sound winemaking basics the best and less invasive control of Brettanomyces in fine wine making is temperature.  If winemakers don’t mind roughing it through the winter months, for the sake of the wine, they will be greatly rewarded in the summer months with a lavishly cool cellar. 

  It is highly recommended we all do this in the honor of fine wine making!  For the sake of your wine keep the cellar cool and Brettanomyces should be of little to no concern in your clean wine cellar!

References: 

  Amerine, M.A., Berg, H.W., Cruess,W.V. 1972. The Technology of Wine Making

  Verbal discussion with:  Mr. Jacques Boissenot, Mr. Jacques Recht, Mr. Joachim Hollerith, Mr. Chris Johnson and Mr. Pete Johns.

Short Course:

•   Trade cooling in the summer for limited heat in the winter in the cellar.

•   Let natural barrel vacuum work for you.

•   Filter when needed.

•   Don’t cross-contaminate.