Carbon Farming for Successful Vineyard Systems

row of vineyard

By: Becky Garrison

At the Oregon Wine Symposium held in Portland, Oregon from February 11-12, 2020, Dr. David Montgomery, MacArthur Fellow and University of Washington professor of geomorphology, presented his work researching and writing about farming methods that use less fossil fuel, fertilizer and pesticides than traditional farming. In his books, “Dirt: The Erosion of Civilizations” and “Growing a Revolution: Bringing Our Soil Back to Life,” Dr. Montgomery digs into the history of traditional farming methods and how these practices negatively impact the health of vineyard workers, the vigor of the soil and profitability.

  Dr. Montgomery advocates that, if we want to feed people in the next century, we need to change agriculture in this century. He cited the United Nation’s 2015 State of the Soil Assessment, which presented a global review of the world’s soils. According to this assessment, each year, the world loses 0.3% of net agricultural production capaci-ty to ongoing soil loss and separation.

  “If we play this out for the next hundred years, we are slated to lose about a third of our agricultural production capacity at a global scale. Our population is slated to rise by about a third,” Montgomery said. Furthermore, about a third of the world’s cropland has been degraded to the point where it’s no longer in production. 

The History of Soil Erosion

  While working on several continents, Dr. Montgomery noticed the connection between the degraded state of soils and the impoverished state of people living in different landscapes. He observed how soil erosion contributed to undermining civilizations around the world, starting with the earliest agricultural civilizations such as Neolithic Europe, Classical Greece, the southern United States Neolithic and more.

  In a review of over 1,500 scientific studies, soil erodes at the rate of one inch every twenty years. At this rate, the soil of a large civilization outside major river flood plains depletes in roughly 500 to 1,000 years. Dr. Montgomery described how flood plains like the Tigris and Euphrates bring sediment and silt, tires, school buses and whatever is coming down the river. “These places can maintain balance, as what the plow takes away on average is replenished by flooding. Nature is fixing the damaged of the plow.”

  His findings debunk the traditional theory of soil erosion found in environment history textbooks, that deforestation led to erosion, which undermined civilizations. “I found out it was the plow that followed that did it. The villain of this tale is tillage.”

  He described soil as akin to a bank account, whereby it is the natural capital that fi-nances civilizations, as it’s used to grow food, wine and everything else people grow from the ground.

  According to Dr. Montgomery, the plow leads to soil degradation because, by design, it inverts soil. “It provides incredibly good weed control, which is why it’s often used in organic systems. A plow takes those nasty weeds upside down and makes fertilizer out of them.”

  In addition, tillage accelerates the breakdown of the organic matter in the soil by stimu-lating microbial activity. In effect, this draws down the batteries of the soil by degrading its organic matter. Also, tillage leaves the soil vulnerable to erosion until the next crop. If this process goes on for long enough, the soil’s organic matter can deteriorate to the point of impacting the fertility of the land, negatively affecting the health of the crop.

Is Soil Restoration Possible?

  “The problem with long-term soil degradation is not that we farm. The problem is the way we’ve been farming. Tillage has been a major destructive element in human histo-ry,” said Dr. Montgomery.

  While traditional farming methods account for the loss of a millimeter to a millimeter and a half of soil each year, no-till farming only erodes less than a tenth of a millimeter of soil during the same period.

  When Anne Biklé, Dr. Montgomery’s biologist wife, turned their degraded yard into a garden, she added organic matter consisting of compost and mulch. After a decade, their yard went from 1% organic matter to 12% in some places. In their book, “The Hidden Half of Nature,” they attributed this shift to the work done by trillions of micro-organisms that were feeding underground. This zone, called the rhizosphere, is one of the most life dense areas on the planet. Dr. Montgomery described the rhizosphere as “a biological bazaar where microbes and plants trade nutrients, metabolites and exu-dates.” Like any living organism that consumes something, the plants metabolize the organic matter and produce waste products like growth hormones.

  Understanding the symbiotic relationships between soil microbiota and plants presents farmers with two very different diets for feeding their plants. The first is the fertilizer diet, where if you give a plant enough fertilizer, even bad soil can produce big yields. How-ever, as Dr. Montgomery assessed, once the plants get all the significant elements they need for growth, they stop investing in their root system. “This means they’re not get-ting as many micronutrients, like zinc and copper, that they need for health, which those microbial partners provide.”

  In comparison, growing plants in healthy, fertile soils that have more organic matter to feed those microbes will produce comparable growth. In addition, farmers get the ben-efits of mineral micronutrients and microbial metabolites. Simply put, organic matter produces higher carbon in the soil.

Principles of Conservation Agriculture

  To assess if these theories could be implemented on a large scale, Dr. Montgomery visited farms in Equatorial Africa, Central America and all across North America. What he found was a common recipe for rebuilding soils.

  First, he said, ditch the plow. Minimal tilling can produce better results, but more car-bon generates when not using a tiller. Second, cover up the soil by maintaining perma-nent ground cover using cover crops and retaining crop residues. Finally, grow diversi-ty. Rotating three to four crops will break up pathogen carryover. In a vineyard, one can achieve this by rotating what’s growing between the vines.

  According to Dr. Montgomery, these principles could be scaled up or down, depending on the farm, within two decades. Restoring agricultural soils in this manner can help increase farm profitability, feed the world, help with climate change and prevent envi-ronmental degradation through non-chemical practices.

How Microbes Relate to the Wine World

  Discussions about terroir focus on climate and soil; however, Dr. Montgomery sug-gests rethinking terroir in terms of the microbes, which are related to climate, soil and geology. “As we examine the relationship between the soil, the vines and the wines people enjoy, we should think about how the microbial ecology is a big part of that foundation.”

  Recent journal articles have begun to cover the landscape of microclimates, including those of a particular vineyard. Microclimates affect the microbes that live in the rhizo-sphere around the roots of grapevines and can carry through to the winemaking pro-cess.

  “Microbial abundance and diversity come into play on leaves, roots and fruit, and then carries on into the fermentation process. How you operate your vineyard will determine what you will have in terms of the fungal community,” said Dr. Montgomery. “Hence, understanding the role of microbial ecology is important for rebuilding soil organically, but also in understanding every step of the wine production process.”

  Addressing the practicalities of soil management in the vineyard, Dan Rinke, proprietor of Roshambo ArtFarm and Director of Vineyard Operations at Johan Vineyards, said, “If you are continuously tilling and depleting organic matter from the soil, those resultant soils are going to be more prone to compaction. But you can have more resilient soil through no-till systems.”

  In Rinke’s estimation, the best way to rotate cover crops is to use a no-till seed drill, which can be rented from some soil and water conservation districts. However, he added that he’d like to see research done in this area to see more comprehensive re-sults using conventional, reduced and no-till means specifically for vineyards.

  More research is needed to confirm Dr. Montgomery’s findings and develop and under-stand the implications for vineyards. For biodynamic farmers like Barbara Steele of Cowhorn Vineyard & Garden, carbon farming is not unique. “Carbon cycling in the soil is the basis of successful dirt farming,” she said.

  Biodynamic practices include building a fresh compost pile every year and growing plants whose sole purpose is to create carbon. “By increasing organic matter in the soil, we slowly increase the cation exchange capacity or CEC (the measure of the soil’s ability to hold positively charged ions), and thus the carbon cycling in the soil,” said Steele.

  For more information about soil health, check out the resources available from the USDA National Resource Conservation Service at…https://www.nrcs.usda.gov/wps/portal/nrcs) and www.dig2grow.com

Liability Coverage for Chemical Drift

helicopter spraying pesticides on crops

Protecting your vineyard from damaging pests and grapevine diseases with pesticides may be an essential part of your vineyard management.  Keeping these chemicals on your property can be challenging even if you have followed all the required procedures.  Nationwide, the EPA estimates up to 70 million pounds of pesticides valued up to $640 million are lost to drift each year .  Drift is the movement of chemicals off your vineyard, through the air away from the intended target, and can be in the form of liquid droplets, vapors, and particles.  You have reason to want to limit drift simply because of the economic consequences, and these chemicals are too expensive to just blow in the wind.  Furthermore, drift that damages a neighbor’s property may lead to litigation. In certain instances, liability insurance specifically designed for chemical spray drift may allow you to mitigate this risk. 

  You have seen examples of herbicide and pesticide drift from agricultural application in the news recently.  Stories abound of alleged damage to neighboring crops, communities, and even bird habitats. If you are growing the same crop as your neighbor is on their vineyard, you may have limited or no impact. However, in certain instances there can be a more substantial impact when your neighbors are raising other crops or livestock, operating an organic farm, or you are adjacent to other susceptible properties like a golf course, an apiary, or a residential community.  Damage has occurred miles away from a farm, so even if one is not next door, one may be nearby.

Why Does Spray Drift Occur?

  Spray drift often occurs when wind or application equipment blows the chemicals off your property.  You may think that drift will only occur when applications are done improperly.  However, even if properly applied, drift may ultimately be unavoidable. Drift can happen days after application when chemicals volatize into gas naturally or due to higher temperatures.  You can minimize drift by using the correct chemicals, properly maintaining equipment, always following manufacturer labels, factoring in the weather, and training employees.

  Despite your best efforts, what happens if your pesticides do drift and damages your neighbor’s crop?  As the growing season approaches, consider ways to properly protect your business from this exposure.

  This article will not address the legal theories surrounding the liability of vineyard operators applying or hiring an applicator.  Courts have differed on finding liability so we will leave the intricacies of the law to others.  Elements of liability aside, if you are alleged to be negligent, you will need a defense.  If found liable, you will want indemnification.  Let’s discuss where to find that coverage with liability insurance.

Insurance

  Every insurance policy is different, so it is important that you read the terms of your policy and discuss them with a professional insurance advisor.  Winery and vineyard policies may include multiple coverage parts including a Commercial General Liability (CGL) part and a Basic Farm Premises Liability (FL) part.

  Standard commercial general liability coverage forms  may contain an exclusion for pollution coverage for ‘bodily injury’ or ‘property damage’ related to the actual, alleged or threatened discharge, dispersal, seepage, migration, release, or escape of pollutants or some similar pollution-related exclusion.  Such exclusions could apply to spray drift claims. Accordingly, consider obtaining an endorsement that provides coverage specifically for chemicals drifting off of your property resulting in damage to someone else’s property, such as their crops or livestock. The specific language in these endorsements vary so it is important that you read the endorsement terms carefully and discuss them with a professional insurance advisor.

  Certain farm premises liability coverages include a limited amount of coverage for damage from chemical drift, which may include drifts that naturally occur during normal farm operations.  However, the coverage may not include drift from aircraft, loss of market, or loss of use of soil and crops. Some farm premises liability coverage forms also exclude discharge from aircraft, which may be a concern if you contract for crop dusting services. Other coverage limitations to the farm premises liability coverages may also apply.

  Commercial general liability and the farm premises liability coverages can be amended to include certain pollution-related coverages.  However, this pollution coverage may require the release of chemicals to be “sudden and accidental” and take place while in “storage or being transported”. Such language may affect the application of the coverage to a drift claim.  Accordingly, you may consider an endorsement specifically designed for chemical spray drift.

Chemical Drift Liability

 A chemical drift liability endorsement may provide coverage for damage to other’s crops and livestock, but an endorsement may also contain policy conditions, limitations, and exclusions.  For example, a chemical drift liability endorsement may not provide coverage for the following:

•    Damage to your own property, crops, or animals.

•    Damage you expected or intended to occur

•    Bodily injury to people

•    Government mandated testing or clean-up of pollutants

  Other limitations and exclusions may also apply. It is important to read the policy and any potential endorsements carefully.

  To obtain chemical drift coverage and to increase the liability limits, your insurance company may require additional information, such as:

•    Demonstrating you have a strong risk management program in place to include proper documentation, employee training, and record retention for at least five years. 

•    A list of chemicals used to determine if any are restricted. 

•    If you are hiring an applicator, they may ask for a list contractors, the total annual cost for those services, and will want to confirm that each is properly licensed. 

•    A review of high risk surrounding exposures (organic farms, public parks, golf courses, schools, churches, apiaries (bees), or other public facilities) neighboring any of the farm locations where chemicals are applied.

  If you are operating a tasting room or holding events at your vineyard, you may be asked to confirm that you are limiting access to the vineyard after an application, and that you are observing re-entry time intervals.

  As with any other winery process, documenting your operations is a good management practice. In the event of a negligence claim, do you know:

•    What brand or product name was used?  Consider keeping a copy of the label. 

•    How much was applied and using what equipment? 

•    Where on the vineyard were chemicals were applied?

•    What crops received the pesticide?

•    The time the application started and stopped?  A best practice would be to document the temperature, humidity, and rainfall too.

  You may also want to review the level of worker training and supervision and ask:

•    Are supervisors experienced with pesticide application?

•    Be sure to document what specific employee training was completed.  Have you kept records to show that you have trained them on the directions for applying each type of chemical used? 

•    Do they know how to use the equipment properly? 

•    Are you doing this each season with each new cohort of workers?

  Spray drift of chemicals is a potential risk for vineyard operators.  Liability insurance specifically designed for chemical spray drift may allow you to mitigate certain types of risk.  For additional questions on chemical drift liability contact your professional insurance advisor.

  This document is intended for general information purposes only, and should not be construed as advice or opinions on any specific facts or circumstances. The content of this document is made available on an “as is” basis, without warranty of any kind. This document can’t be assumed to contain every acceptable safety and compliance procedures or that additional procedures might not be appropriate under the circumstances. 

  Markel does not guarantee that this information is or can be relied on for compliance with any law or regulation, assurance against preventable losses, or freedom from legal liability.  This publication is not intended to be legal, underwriting, or any other type of professional advice.  Persons requiring advice should consult an independent adviser.  Markel does not guarantee any particular outcome and makes no commitment to update any information herein, or remove any items that are no longer accurate or complete.   Furthermore, Markel does not assume any liability to any person or organization for loss of damage caused by or resulting from any reliance placed on that content.

Grapevine Plant Quarantine and Certification Programs

harvest secured with fence
Apparently healthy grapevines growing at the nursery.

By: Judit Monis, Ph. D.

As I write this article, the world is experiencing the SARS-COV-2 pandemic responsible for causing COVID-19 disease.  Generally, I find it difficult to explain quarantine measures.  Today, I am sure that all of my readers might had practiced some sort of “sheltering in place” or “social distancing”.  Therefore, the concept of quarantine will feel closer to home at this time. I am revisiting the quarantine and certification topic as this time; it is expected that my audience will be more receptive to the concepts.

Years ago, when I worked at the United States Department of Agriculture – Animal and Plant Health Inspection Services- Plant Protection and Quarantine (USDA APHIS PPQ), my group learned about the interception of citrus cuttings (intended for planting) that were packed pretending a box of chocolates was in the shipment.  I am sure that you have heard before about “suitcase clones”.  These are grapevine clones that people have brought from abroad before or after quarantine measures were developed  It is my hope, that what we learned about the introduction and spread of SARS-COV-2 world-wide will provide a lesson to people to think twice before breaking the law by introducing plant material without import permits or respecting quarantines. 

  Plant quarantine programs have been developed worldwide to reduce the risk of introducing plant pests and/or pathogens that do not occur in a country or region.  My expertise is plant pathology and throughout my career I have specialized in the study of bacteria, fungi, and viruses that affect the vineyard and fruit orchards.  In spite of the current existence of plant quarantine programs, all grapevine pathogens with rare exceptions occur in all grape growing areas worldwide.  The reason for this is that in most cases, quarantine programs were implemented after the introduction of the infected plant material.  In addition, modern techniques for the detection of these pathogens were developed after the plant material was introduced. In other words, the majority of grapevine pests and pathogens were moved unknowingly. 

  The advancement of science and the use of sophisticated detection methods for grapevine pathogens has helped keep certain viruses outside of Australia.  For example, Grapevine fanleaf (GFLV) and Grapevine red blotch viruses (GRBV) have not been reported in Australia as of yet. But even now with the use of advanced methodologies, pathogens continue to be discovered. As science progresses with the development of more refined technology (e.g., next generation sequencing also known as high throughput sequencing), it is expected that new (or unknown and established) pathogens will be discovered. In practice, most grapevine pathogens have originated at the centers of origin of the Vitis (a plant genus that includes both table, wine, and rootstock grapevine varieties) species and moved to many grapevine growing regions in the word when plant material was introduced. 

  In the United States, the USDA APHIS PPQ regulates the introduction of plant material for planting from foreign countries.  However, the USDA does not have a centralized government plant quarantine system.  Instead, APHIS issues permits to specific clean plant centers with proper containment facilities and approved protocols to manage the quarantine of specific crops. For grapevines, two import centers are available for introducing quarantined planting material: The Foundation Plant Services (FPS) at the University of California at Davis and the Clean Plant Center at Cornel University in Geneva, New York.  

  Since pathogens are present in most grapevine growing areas, certification programs are needed to produce tested plant material that is free of known important pathogen.  These plants are be distributed to nurseries that further propagate and sell them to growers.   In the United States, certification programs are voluntary and are managed by individual states.  I am most familiar with the certification program in California, and many US grapevine growing regions purchase planting material from California nurseries. 

  The Grapevine California Registration and Certification (R&C) Program was first written into law in the 1980’s.   The Grapevine R&C Program is administered by the California Department of Agriculture (CDFA) and provides for the testing of source vines for grapevine viruses that cause important diseases. Registered sources and certified nursery stock are periodically inspected by the CDFA staff and are maintained by the participant nurseries.   Starting in 1996, I participated and provided input at the industry meetings that lead to the revision of the California Grapevine R&C program many years later.   In 2010 the Grapevine R&C program was revised to include testing of foundation mother vines for the presence of a comprehensive list of viruses. With funding from the National Clean Plant Network, a new of foundation block “Russel Ranch” was started at the University of California at Davis in 2009.  

  The planting material (both scion and rootstock varieties) included in the new foundation block had to pass a rigorous testing program and have been propagated using the “apical micro-shoot tip culture” technique.   The apical micro-shoot tip culture process is a plant tissue culture technique that is used to eliminate pathogens from vegetative propagated plant material.  The testing program is known as Protocol 2010.  The maintenance and testing of the scion and rootstock mother blocks are performed by UC Davis FPS personnel.  Shortly after the update of the California Grapevine R&C Program, GRBV, a virus of significant importance for the vineyard industry, was discovered.  Consequently, the California Grapevine R&C Program was revised again to include the testing of foundation and nursery increase blocks for the presence of GRBV.  

  The California Grapevine R&C Program rules can be found in CDFA’s website:  https://www.cdfa.ca.gov/plant/pe/nsc/nursery/regcert.html

  The testing of the foundation mother plants includes a list of well characterized viruses, Xylella fastidiosa, and phytoplasmas using biological, serological, and molecular testing techniques (https://fps.ucdavis.edu/fgr2010.cfm).  The nursery increase blocks are inspected and tested by CDFA personnel.  The nursery increase blocks are only tested for GFLV, Tomato ring spot (ToRSV), and Grapevine leafroll (GLRaV)-1and -3 using the Enzyme linked Immuno assay (ELISA). The updated Grapevine R&C added the testing for the detection of GRBV using the polymerase chain reaction (PCR) to vines in the foundation and nursery increase blocks. 

  Unfortunately, other insect vectored viruses such as GLRaV-4, Grapevine virus A (GVA), GVB are not being tested at the nursery.  Related to nursery certified plants, the rules are vague and state that these plants may be tested (particularly if after inspection suspected symptoms are observed). 

  According to CDFA, the goal is to test a statistical sample with a 95% confidence level assuming a 1 % disease incidence.  It is disappointing that in spite of the importance of the decline and canker diseases caused by fungal pathogens (and how easily the pathogens can be transmitted by activities carried out at the nursery), the regulations do not include inspection or testing for fungal pathogens in mother or increase blocks.  

  In the past few years, the Russell Ranch foundation block became progressively infected with GRBV.  The infection status is so high that last year FPS suspended the sale of plant material to nurseries.  I will not elaborate on this issue as I have recently written about this topic.

  Obviously, in spite of the limitations of the R&C program mentioned above, the use of certified material is expected to be less risky than planting field selections of unknown infection status.  However, it is always prudent to consult with me to assure that the planting material meets the expected cleanliness standards.

  An important piece of advice when working on the procurement of clean planting stock is to plan in advance.  Most nurseries in California collect cuttings for bud wood as soon as the vines are dormant.  However, grafting activities are performed during the spring of the following year.  Planning with time will allow for inspection of the increase blocks early in the fall before a freeze.   Being familiar with the nursery’s operations and their staff is important.  Good communication will help with scheduling inspections and testing of the increase blocks from which bud wood and rootstock cuttings will be collected. 

  Diseases, pathogens, and/or their vectors do not know or respect the borders between vineyard blocks (at the nursery, foundation block, or your vineyard).  Even if the planting material came from a reputable certification program, paying attention to the surrounding vineyards as well as having knowledge of the potential presence of disease prior to planting is important. 

  The planning of a new vineyard is not trivial and requires specialized knowledge.  I am available to help look for suspicious symptoms (inspect scion and rootstock source blocks), evaluate the planting site, develop a testing plan based on science and statistics, and review nursery and vineyard disease testing history.  

  Judit Monis, Ph.D. 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 (based in California) is fluent in Spanish and is available to consult in all 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 or virtually.

Grapevines and Water Stress, a Key to Quality

rows of vineyard

By: Dr. Richard Smart, vinedoctor@smartvit.com.au, www.smartvit.com.au

Where is the best place to grow wine grapes,” I am often asked. The answer I give surprises many people. I say, “A cool desert, that is where! Deserts are typically sunny, but should be cool, and with sustainable supplies of irrigation water.” A desert is preferred because rainfall can be a problem for quality wine production.

  There are two significant problems associated with rainfall, both relating to how difficult it is to control, in terms of timing and quantity. Firstly, rainfall induces many fungal diseases on leaves, shoots and fruit, which may have direct or indirect effects on fruit ripening and wine quality. Secondly, and often less appreciated, is that water supply is a principal means of regulating vine growth and physiology to maximize fruit ripening and potential wine quality.

  In brief, we prefer to have slight moisture stress during the period of active shoot growth after flowering to inhibit lateral shoot growth and to limit leaf expansion and size. In association with an appropriate training system, this will help maintain a light, porous canopy—essential for wine quality. Secondly, and critically, we can use moisture stress to stop shoot tip growth in the period just before veraison. This is essential to avoid carbohydrate competition between the active growing shoot tip and the ripening berries.

  If grapes are grown in a desert, of course, we need to irrigate. This gives us a chance to manipulate vine water stress at our will, in the absence of rainfall. The rest of this article discusses how to manage the desired level of water stress.

Irrigated Vineyards

  Irrigation research was one of my first projects when I started a viticulture career in the mid-1960s in Australia. Then, drip irrigation was very new, and I published one of the first studies on the method with wine grapes, comparing drip to flood irrigation.

  This was also a time of new technology for measuring plant and soil moisture. Gypsum block and tensiometers were common then, and soon soil capacitance meters were to be introduced to measure soil moisture.

Evaluating the Pressure Bomb

  In the late 1960s, pressure bombs used to measure leaf and stem water potential were introduced. The pressure bomb was a powerful tool to directly measure plant water stress, and help understand how grapevines respond to soil moisture conditions and the daily pattern of weather conditions.

  After sunset, grapevines recover gradually from the water stress of the day before. Then, at sunrise, the plants begin to experience mild water stress. As air temperature increases, and as humidity decreases, so water stress experienced by the plant increases, being at a maximum in early afternoon. As sunlight levels decrease towards late afternoon, the water stress experienced by the grapevine recovers somewhat, again declining substantially after sunset.

  Our published studies determined a major impact of current weather conditions on grapevine water stress. Grapevines experience the most water stress with bright sunlight, high temperatures, low humidity and high wind speed. These are all conditions that cause the most rapid water loss from the vines.

  As soils dry out, the level of plant water stress is higher during the morning and in the afternoon. However, one must be careful to distinguish the effects of soil moisture from those of higher sunlight, temperature, wind speed and lower humidity. It is challenging to take spot measurements with the pressure bomb during the day to predict soil moisture conditions. Direct measurement of soil moisture profiles is preferred, which are much less variable over the day.

Use of Plant Appearance

  I had almost side-by-side vines with different soil moisture conditions in an irrigation trial I conducted, and I soon learned how the appearance of vines change as they develop water stress. One of the most obvious symptoms is that shoot tips stop rapid growth, and eventually, they stop growth altogether. This symptom relates to moisture stress over several week’s duration.

  Another of the visual effects of water stress is on leaf inclination. Initially, the petioles droop a little, and as stress continues and becomes worse, the leaves first hang vertically and then begin to cup by folding inwards along the main vein.  When very stressed, you will see the backs of several leaves if you look along the row. I was working with the Shiraz (Syrah) variety, and the leaf backs are hairier than the front, so they are easy to distinguish. These symptoms may take several days or a week to develop.

Leaf Temperature Assessment

  This assessment relates to present vine water stress. When vines are water-stressed, stomata (leaf pores controlling water loss on the leaf underside) partially or fully close, and so the loss of water from the leaf ceases. Transpiration (like evaporation) acts to cool leaves. So a sunlit leaf will have a temperature not so different from that of the air, perhaps a little warmer or cooler. However, when the vine is water-stressed, sun-exposed leaves are noticeably hotter than air temperature because the stomata close, and shade leaves are around air temperature.

  I proposed a leaf temperature-based water stress index, which is in Table 1 (Below).  Measurement is suggested in the early afternoon, or when it is sunny and air temperature reaches its maximum. Mid-shoot leaves well exposed to the sun are tested. I suggest pressing the leaf blade between fingertips and palm and quickly sensing leaf temperature on the palm. One must take an instantaneous impression of leaf temperature, as holding a leaf will quickly bring its temperature to that of your hand!

  The reader might be thinking, “Why not use an infrared thermometer to measure air temperature as we have seen used recently to indicate forehead temperature with Covid-19 virus detection?” Indeed, such devices are now quite cheap, portable and accurate, but be careful always to measure leaves with the same angle to the sun.

Conclusion

  Leaf temperature will give an instantaneous measure of vine water stress. In contrast, leaf inclination and shoot tip growth assessment will indicate water stress over the previous two weeks or longer. Therefore, leaf temperature can give a better indication of water stress, and so, irrigation needs, while shoot growth will advise how effective the irrigation has been.

  The clever vine irrigator might believe these visual guides more than those of randomly taken pressure bomb tests to manage vineyards to optimize wine quality. Modern irrigation monitoring is developing systems based on thermal images, either close up or remote, related to my simple system of using one’s hand!

Assessing temperate of sunlit leaves

Palmaz Vineyards: The Winery of the Future

ai system monitoring wine age
The barrel room in the cave. Christian Palmaz is designing an artificial intelligence system that will monitor wines as they age in barrels.

By: Nan McCreary

If you want to envision the winery of the future—a winery that leverages cutting-edge technology with the ancient art of winemaking—look no further than Palmaz Vineyards, hidden within the forested ridges of Napa Valley’s Mount George. Here, the Palmaz family is applying innovative, if not futuristic, tools to enhance the artistic elements of wine.

  Winery founder, Julio Palmaz, a physician and inventor of the Palmaz Coronary Stent, a device that revolutionized medicine, is clearly a man ahead of his time. From the beginning, he and his wife, Amalia, set out to create a winery that made harmonious use of tradition and technology to craft great vintages. That vision led them, along with their children Florencia and Christian Gastón (and Christian’s wife, Jessica Louise), to an abandoned property in Napa Valley, the former Cedar Knoll Vineyard and Winery, founded in 1881 by German immigrant and wine pioneer Henry Hagen. Hagen’s early success, the cool climate and stony soils—as well as the mountain’s potential for housing a multilevel gravity winery—inspired the Palmaz family to purchased the property in 1997, and spend the next three years restoring the house and developing the new winery and vineyard.

   “The 640-acre property was one of Napa’s few contiguous vineyards to retain its acreage after prohibition,” Christian Palmaz told The Grapevine Magazine. “Henry Hagen had planted grapes at three different altitudes, and we wanted to retain that philosophy. With so many different soils and microclimates, the place was begging to be planted by terroir.”

  Before planting, the Palmaz family analyzed 4,900 core samples from around the property to reveal the vineyard’s geology.  This data, along with analysis of climate and irrigation needs, led to the designation of 15 unique terroirs subdivided into 46 blocks, or parcels, throughout the property. Planting began in March 1998, and ultimately included eight different rootstocks based on geological considerations, plus some vines grafted onto various clones. Grapes were planted on 64 acres at three elevations—400, 1,200 and 1,400 feet above sea level—to take advantage of the varied terroirs and microclimates at each altitude.

  While the vineyards matured, the Palmaz family began construction of The Cave, a remarkable feat of engineering bored 18 stories into the bedrock of Mount George.  The cave was specifically designed to accommodate true gravity-flow winemaking, which treats the grapes and resulting wines as gently as possible on their journey from the sorting table, to the fermenters, to the filters, to the barrels and, ultimately, to the bottle. 

  “When gravity-flow wineries became prevalent, we realized that all had elevators, but the process compromised the wines at the end—when the wine was most delicate—by using pumps to move the wine through filtration,” Palmaz said. “We believed that this agitation could potentially degrade the wine’s delicate tannin polymers, so we engineered the winery to solve that problem. That’s why the structure is so tall.”

  The cave-building odyssey lasted nine years and now stands as a technological wonder in Napa Valley. At 100,000 square feet, it is the largest wine cave in Napa, as well as the largest soft-rock excavation in a single space in the area. In a testament to the Palmaz family’s commitment to sustainability, the cave houses its own water treatment plant, capturing and treating 1.5 million gallons of water per year, water which would ordinarily be drawn from the water table.

  At the heart of the winery is the fermentation dome, lined with 24 fermentation tanks that can accommodate grapes from individual vineyards across the estate. The tanks sit atop a carousel that rotates to receive grapes from the optical sorter located directly above them, exposing the grapes to as little handling as possible. Because each tank has many variables depending on the characteristics of the specific vineyard, Palmaz developed an intelligent winemaking assistant, FILCS (Fermentation Intelligent Logic Control System), nicknamed Felix. Felix measures events in the fermentation process, then adjusts the temperature and rate of fermentation as needed. Essentially, Felix utilizes the latest technologies in machine learning algorithms to project real-time conditions within the tanks onto the ceiling of the dome, giving the dome the appearance of a space-age command center. As winemakers digitally monitor what is happening at the moment in the tank, they are free from tasks that normally require manual testing and can concentrate on tasting and other creative aspects of producing great wine.

  “Winemaking is a biologically controlled reaction, plus things we can’t put numbers to,” Palmaz said. “These things are what you can see, smell, taste and feel. It’s the art. I designed Felix to free winemakers from distractions so they could add that human touch and enhance their artistic influence. If the winemaker wants a more extracted aroma, or a more extracted color, for example, they can tell Felix how to manage it. If they catch the moment when a beautiful aromatic shows up, they can put Felix on hold and preserve that moment. It’s all about time and efficiency and a little bit of quality control.”

  Felix is only one component of the Palmaz family’s merger of tradition and technology to make great wine. Christian Palmaz, with his strong background in computer science, also designed VIGOR (Vineyard Infrared Growth Optical Recognition) to monitor and adjust conditions in the vineyard. Twice a week, aircraft fly over the vineyards and take infrared images that illustrate vine health by measuring chlorophyll in the plants. That data, along with ground data collected manually, helps determine how much irrigation each plant requires.

  “The objective,” Palmaz said, “is to make adjustments so that all of the vines are ripening evenly. I had a college professor who said, ‘Low tech farming is farming the group so that all the vines behave like an individual. High tech farming is farming the individual to behave as a group.’ That’s what we’re doing. It’s the future of farming.”  For Palmaz Vineyards, VIGOR has paid off: in its first year, Palmaz experienced a nearly 20% reduction in water usage per acre.

  In addition to Felix and VIGOR, Palmaz has incorporated Veeam Backup Essentials software into the system as tools for data backup and recovery. With data-driven decision making, Palmaz generates multi-petabytes (one petabyte equals one million gigabytes) of information.  “Data was burying us,” he told The Grapevine Magazine.  “Data was getting produced faster than I could find a place to store it.” 

  Before Veeam, Palmaz was storing all of its information on the cloud. The cost was high, and the data was unorganized and difficult to access. With Veeam, data is arranged in a chronological format.  Some data— the more important data that needs to be readily accessible—is stored on site. The rest resides in the cloud.

  Today, while founders Julio and Amalia play a lesser role in the winery’s day-to-day operations, Christian and his sister, Florencia, steer the ship, following their parents’ vision of bringing innovation and invention to the art of winemaking. Christian is in charge of all winery and vineyard operations, and Florencia is CEO at Palmaz Vineyards and president of the family’s other primary business, GoodHeart Brand Specialty Foods Company. Christian’s wife, Jessica, is president of Palmaz Vineyards and responsible for the day-to-day management and customer experience. In total, the winery employs 50 people. The vineyards grow five Bordeaux varieties (Cabernet Sauvignon, Merlot, Cabernet Franc, Petit Verdot and Malbec), three white (Chardonnay, Muscat and Riesling), as well as Grenache for a Provençal-style Rosé.  According to Christian Palmaz, case production floats between 7,500 and 10,000 cases per year. “Our wines have a lot of personality,” he said. “Each wine has an unspoken characteristic that gives it a sense of place. We are extremely fortunate; we have a great following.”

  As Palmaz Vineyards looks to the future, technology will inevitably play a leading role. Later this year, Palmaz will roll out STAVES, which stands for Sensory Transambiental Variance Experiment, to monitor wines as they age in the barrel. According to Palmaz, STAVES is a suite of sensors that attach to the barrel, measuring a host of variables. “Each barrel is handmade, and each barrel breathes a little differently,” he said. “We think that’s important, and we need to study it to help us determine when to rack, for instance, or when to the pull the wine.  It’s like Felix but for barrels.”

  Clearly, technology is in the blood of the Palmaz family as the second generation follows the footsteps of Julio and Amalia. Being bullish on innovation, Christian Palmaz is sharing his data with universities, such as the University of California, Davis, so oenology students see, for the first time, the fermentation process thermographically.

  “I hope that Palmaz gets remembered not for just developing tools for winemaking, but for setting a tone on how innovation can coexist with the oldest man-made food product,” Palmaz told The Grapevine Magazine. “The most important ingredient in wine is the people, and we will always respect that. Even with innovation, wine is as handcrafted as a painting; it’s way past quality control. It’s waving a wand; it’s magic. That’s what makes the process so special.”

Southbrook Vineyards: Living a Sustainable Mantra

winery with barrels in the background

By: Alyssa Andres

Many wineries are starting to move toward more sustainable practices, not only because it’s ethical but also because it results in a superior product. The term sustainable could include the transition to organic winemaking and vineyard operations, the use of less water and energy, or the utilization of recycled materials in production. Southbrook Vineyards in Canada’s Niagara Peninsula has taken the concept of “sustainable” and designed their entire operation around it. From the vineyard to the winemaking to the design of their tasting room, Southbrook has made it their mission from day one to have as little impact on the surrounding environment as possible. They’ve even coined themselves Canada’s most thoughtful winery.

  Southbrook has pursued the goal of sustainability from the start. Owner, entrepreneur and wine connoisseur, Bill Redelmeier, always believed in the idea of a sustainable winery. Since establishing Southbrook in 2005, he set out to make it as low impact as possible. Redelmeier’s goal was to provide an example of what was possible in Ontario and back it up with certification. Starting as a 75-acre plot in Niagara-on-the-Lake, by 2008, Redelmeier had expanded his vineyard property to 150-acres. By 2010, Southbrook Vineyards became the first winery in Canada to be completely certified organic, biodynamic and sustainable in both its vineyard and winemaking practices. 

  Being organic and biodynamic, the winery does not use any synthetic pesticides, chemical fertilizer, bioengineering or genetically modified organisms. Instead, they use an all-natural approach in the vineyard, emphasizing the relationship between the plants, soil and wildlife, and treating them as a single living entity. This low impact method of viticulture focuses on nourishing the soil and the surrounding environment.

For soil fertility, the winery relies on sheep fed with organically grown hay. They do not rely on irrigation at all. They use specially prepared composts, incorporate their own blend of herbal teas into the soil, and align their farming activities with lunar energy in an attempt to interfere with the natural environment as little as possible.

In 2008, the 75-acres of Southbrook Vineyards became certified by Demeter, the international body that oversees biodynamic agriculture, joining the elite ranks of other prestigious Demeter certified wineries, including Benziger Family Wineries in California and Domaine Zind-Humbrecht in Alsace. The winery believes the result of these biodynamic practices is beautiful, vibrant wine that is a true expression of its terroir.

  Not only is Southbrook biodynamic and organic, their tasting room and winemaking facility are also designed to be as green as possible. Southbrook is certified sustainable “from soil to shelf” by Sustainable Winemaking Ontario, an organization that inspects every aspect of a winery’s operation from viticulture and water management to energy use. The facility is the first winery in the world to achieve a LEED (Leadership in Energy and Environmental Design) Gold Award for its design.

  It’s no wonder they were awarded this designation; Southbrook’s entire operation was designed with these standards in mind. The process started with sourcing as many materials as possible from local businesses and using as many recycled materials as possible in the design. The building is made from 15% recycled materials, with 20% of the construction material manufactured within 800 km of the site. The winery used all of the excavated soil during its build elsewhere on the vineyard. They even enacted an extensive program during construction to separate waste materials from construction waste, maximizing recycling and minimizing trips to the landfill.

  The building itself was built to be as efficient as possible. Designed by renowned architect Jack Diamond of Diamond and Schmitt Architects, the building utilizes features like large insulated glass windows to trap warm air and provide excellent natural light, reducing the need for artificial lighting. The winery staff enjoys 95% natural light in their work areas as a result of these windows, shaded from the sun by a large overhang to minimize heat. The outdoor lights of the building shine downward to reduce light pollution and avoid the risk of affecting migratory patterns of birds in the area.  The reflective roof reduces heat radiation into and off the building, which, in turn, reduces dependency on electricity and minimize the impact on the environment.

  The winery also does not operate on the town’s sewage line. They treat wastewater onsite through a wetland filtration system and then disperse this purified water back into the ecosystem. They utilize low flow fixtures inside and outside of the facilities, and they added a bioswale, which uses native wetland plants to break down pollution in the rainwater that drains from the parking lot and driveway. By the time the water flows back into the town’s municipal system, it is entirely potable.

  Outside its property, Southbrook maintains 15-acres of untouched forestland surrounding the vineyard specifically for wildlife and uses “natural buffer zones” within the winery property to ensure that the local flora and fauna still have a space to thrive. The winery is certified bee-friendly and hosts beehives onsite to encourage the pollination of local orchards as well as the production of honey, which the winery sells on their website. They have planted native wildflowers on the property to encourage bees, butterflies and other crucial pollinators to visit. They have even made homes on the property for birds and small flying mammals, such as bats, to take up residence and naturally control pest problems in the vineyards.

  It doesn’t stop there. Southbrook applies the same principles to their production line, utilizing lightweight bottles made in Ontario from 85% recycled materials. The process costs a premium compared to going with a large scale international supplier. Still, Redelmeier believes, in order to live his sustainability mantra, he has to put his money where his mouth is and make decisions for the better of the planet and not his pocketbook.

  Even after becoming certified sustainable, achieving LEED Gold status and gaining an international reputation for its biodynamic practices, Redelmeier continues his mission to improve his winery’s impact on its surroundings.

In 2017, Redelmeier teamed with an Ontario-based engineering firm and Niagara-on-the-Lake Hydro to figure out how to further drive down Southbrook’s overall energy consumption. He decided to install 432 solar panels on the winery property, and, as a result of this effort, has cut down the winery’s electrical use by 80% since opening. The winery uses the energy it needs from these solar panels and redistributes what it doesn’t use back into the grid in exchange for a credit that it can redeem in the colder winter months. It is Ontario’s first winery net metering project, and Redelmeier predicts the project will pay for itself by 2024, further proving what is possible for businesses in Ontario.

  Taking this notion one step further, Redelmeier has created his own registered Natural Health Product using the leftover organic red grape skins the winery would otherwise discard. The product, called Bioflavia because it is rich in bioflavonoids, is high in antioxidants and can be added to smoothies, yogurts and cereals. It is available for sale on the winery’s website along with their line of mustards, jellies and sparkling apple juice. The winery also partners with local Linc Farm to offer grass-fed lamb and beef, forest raised pork and free-range eggs to the public. They continue to form partnerships with like-minded local businesses, encouraging their community to grow in the right direction. 

  Redelmeier believes we all have a responsibility as individuals, consumers and business owners when we make decisions, and we should choose companies and products that align with our overall values. When we support these businesses, we make a statement and set an example for others. It is our responsibility to choose companies that have ethical values in order to help our environment and preserve it for future generations. Redelmeier has gone to every extent to keep this in mind and make impactful decisions while building Southbrook Vineyards. The result has been positive. Southbrook won the InterVin International Wine Awards “Winery of the Year” in 2012, and since then has continued to wow crowds with everything from their Bourdeaux-style blends to their wild fermented ciders and Chardonnays. The company continues to expand its portfolio, winning more awards and accolades each year for creating an outstanding product.

  Southbrook is an incredible example of what is possible in sustainability within the wine industry. They have taken no shortcut along the way to creating an entirely low-impact business model and have stood by their sustainable mantra from vineyard to barrel to bottle. By partnering with like-minded local businesses, they support, benefit and encourage positive growth within their community. They even encourage local wildlife to flourish within their property. Redelmeier continues to search for new, innovative ways to reduce his impact on the environment and lead the way in the world of sustainable business models. That is why Southbrook really is Canada’s most thoughtful winery.

Carter Creek Winery & Spa Plants Wonderful Nurseries First PD Resistant Vines!

PR For Release: 6/1/20

Jim and Dawn Carter
Jim and Dawn Carter

In helping to lead the defense against PD, Carter Creek Winery Resort & Spa, located in Johnson City in the heart of the Texas Hill Country, has just planted more than seven acres of Pierce’s Disease (PD) resistant vines from Wonderful Nurseries. After several years of preparing and working with UC Davis to obtain licensing to sell the vines, Wonderful Nurseries delivered the first batch this spring and will continue to grow these PD resistant vines and supply them to growers throughout the United States.

Caused by the bacterium Xylella Fastidiosa, PD has become a common scourge for grapevines and the grape growing industry at large. Carter Creek winemaker Jon McPherson noted that, as one of the country’s first vineyards to plant the PD resistant vines, a new day may be dawning for growers everywhere in large part due to this transformational breeding project spearheaded by Andy Walker, Ph.D., Genetics, University of California at Davis. “With these new vines, our Texas estate vineyards will now be 100 percent Pierce Disease-resistant,” said McPherson.

CCW_PD Resistant Vines
CCW_PD Resistant Vines

Wonderful Nurseries, growing one success after another, is proud to play a part in this game-changing industry innovation. These newly planted vines; the Walker Clones of Paseante Noir and Errante Noir are both red grape varieties with ample balance. Offered too are Camminare Noir (red) and two white varieties, Ambulo Blanc and Caminante Blanc.

Carter Creek Winery Resort & Spa is a new winery resort in the rolling hills of the Texas Wine Country with tasting rooms, an onsite microbrewery, outdoor event center and 78 guest villas, owned by Carter Hospitality Group, LLC. This is the same team that owns and manages award-winning South Coast Winery Resort & Spa, in Temecula, as well as many other wine and hospitality establishments.

It’s always “Growers First” at Wonderful Nurseries, whether it’s PD-resistant grapevines or any number of industry innovations. For more information call Wonderful Nurseries at (661) 758-4777 or visit their website at WonderfulNurseries.com.

GRAPEVINE DISEASE TESTING: A Guideline of Laboratory Methods

scientist inspecting wine
OLYMPUS DIGITAL CAMERA

By: Judit Monis, Ph.D.

You probably know that I worked and developed several grapevine disease detection labs in the past.  Now I am on the other side and am able to choose the lab that is able to fir with the needs of the specific project I am working on and evaluate their practices.

  Presently there are many laboratories that provide testing services dedicated to the detection and diagnosis of plant pathogens.  It can be confusing to the grower, vineyard manager or nursery staff to decide which laboratory to choose.  My recommendation is to work with a plant pathologist who can provide guidelines towards the best option.  At the time, there is no accreditation for grapevine diagnostic laboratories in USA.  Therefore, each laboratory is free to develop their own testing and sampling methodologies.  

  This article will describe the different methods used for grapevine pathogen diagnostics and discuss the advantages and pitfalls of each of them.  Ultimately, I will attempt to convince the reader that the standardization of the diagnostic methods used for the detection as well accreditation of testing laboratories should be adopted by the grapevine industry

Different Testing Scenarios

  In an ideal world, the nursery or grower is interested in learning that their propagation and planting material is free of important pathogens.  But unfortunately, many times, the grower may suspect disease in the vineyard due to specific symptoms.  A knowledgeable plant pathologist will be able to help on statistical sampling as well as what type of laboratory is best suited for each case.  Regardless of the purpose for testing, below I will describe the most common methods available for the detection of important bacterial, fungal, and viral infecting pathogens.

Microbiological Culture

  Fungal and bacterial pathogens can be cultured and isolated in specialized media.  However, microorganisms may compete among each other.  Generally, the microbe(s) with the most competitive growth capacity will overshadow slow microbes that grow slower, making the diagnosis difficult or even sometimes impossible.  In some cases, the diagnosis will be biased and a laboratory may not be able to report the disease causal agent unless sophisticated molecular methods are used (see NGS/HTS section).  However, in the case of the diagnosis of a declining vine in the vineyard or nursery, the identification of the fungal family (i.e., Diatripaceae species are associated with cankers) or bacterial genus (Agrobacterium species causes crown gall) may be sufficient to decipher the cause of the problem.  Phytoplasmas (a special type of bacteria that lack cell walls) and viruses cannot be cultured and their identification must be carried out using molecular and serological methods.

ELISA, PCR, and RT-PCR

  ELISA is the abbreviation for “enzyme-linked immuno-sorbent assay, and consists of sticking the virus coat protein on a plastic test plate that was coated with specific antibodies.  The detection can be seen when there is a change of color in the wells of the test plate (colorimetric enzymatic reaction). ELISA detection is limited to the amount of virus present in the sample. PCR, is the abbreviation for polymerase chain reaction.  The technique allows the multiplication of viral nucleic acid from the initial titer (concentration) of pathogen present in the vine. The process is specific, and utilizes copies of small portions of the pathogen’s genome to start the copying process. The amplification is repeated many times, with each copy making more copies, so after the completion of an appropriate number of PCR cycles, more than a billion copies of the nucleic acid is produced. For RNA viruses the detection is done using RT-PCR (RT = a copy of the viral RNA via reverse transcription) before PCR can start.  PCR and RT-PCR are sensitive techniques used for the detection of grapevine pathogens.

  The sensitivity and specificity of the detection of pathogens can be influenced by the season as well as the part of the vine from which samples are collected. While ELISA is generally thought to be less sensitive than RT-PCR, the ELISA has a broader spectrum of detection but is available only for grapevine viruses and can detect a range of virus variants. On the other hand, PCR can be too specific, and miss the detection of isolates of the same virus even when slightly different. Using both ELISA and RT-PCR consecutively is recommended to reliably detect grapevine leafroll viruses, as each method is designed to detect different portions of a virus.

Single Use Strips for “in house” Detection

  A molecular single use strip test has been developed for the detection of Grapevine red botch virus (GRBV) that can be used for in-field testing.  Although, this test is marketed for use in the field, for reliable results, the assays should be conducted by experienced technicians in a clean laboratory.  If a lay person were to attempt to run the assay, they the instructions must be carefully followed, as the steps are complicated and require measuring small quantities of material (microliters of components).   In my opinion, it is worthwhile to have an experienced laboratory run these tests.  It is expected that laboratory personnel are trained to keep the sample and other materials free of contamination.  In the past, a kit was available for the “in house” detection of Grapevine leafroll associated -3 (GLRaV-3).  However, many different leafroll viruses can cause leafroll disease and obtaining a negative result for GLRaV-3 would have given the false impression that the vineyard block or sample in question was not infected.

Next Generation or High Throughput Sequencing

  The next generation sequencing (NGS) also known as high throughput sequencing (HTS) is a powerful method that allows the laboratory to detect any organism present in a sample.

  When NGS or HTS is applied, the complete sequence of the genetic material or microbiome present in the tested plant material or soil can be obtained.  Generally, during the sample preparation, the pathogens specific sequences are enriched to increase the sensitivity of the assay (for example the lab may just amplify fungal sequences).  The data obtained is analyzed with sophisticated software that is able to list the bacteria, fungi, virus, or other organisms (beneficial or pathogenic) present in the sample.  The method can provide relative quantitative data, generally expressed in percentages, of each organism found.   The NGS has been widely used in research and has allowed the discovery and characterization of important viruses such as Grapevine red blotch associated virus. Presently, this technique is being applied for the commercial testing of plant and soil samples to detect bacterial and fungal microorganisms.  A plant pathologist with expertise in bacterial, fungal, and viral taxonomy is able to associate the presence of the microorganisms found with disease symptoms (or potential disease development).

Need for Accreditation of Laboratories

  As mentioned earlier, at the moment, there is no accreditation system for laboratories performing grapevine diagnostic testing.  The closer we have gotten to these efforts is a ring test run by the Lodi Wine Grape Commission.  A ring test consists in providing laboratories with “blind” samples of known infection status to determine if the laboratory’s in-house procedures are able to detect the correct infection status in each sample. In the past, while affiliated to various laboratories I was a participant of such ring tests.

  In the fall of 2018, the Lodi Wine Commission ran a ring test to evaluate the different labs that offer testing for the diagnostics of grapevine viruses.   The laboratories received a large number of homogenized samples that were infected with various grapevine viruses.  The results of each laboratory were shared privately with the participant laboratories.  To the best of my knowledge no accreditation was granted.  While it is a great first step to carry out a ring test with the laboratories, future tests could be improved by providing the laboratory with portions of grapevines rather than a homogenized powder.  While it is understanding that homogenized samples may avoid the possibility of uneven distribution of viruses in the grapevine material, the capacity of the laboratory to process whole samples is important.  The integrity of the samples would determine if the laboratory is proficient on processing each sample without cross contamination or degrading the potential viruses present.

Conclusions

  The standardization of the diagnostic methods for the detection of grapevine pathogens should be a goal for the viticulture industry in the near future.  The accreditation of laboratories is of upmost importance for evaluating the reliability of testing labs.  Standardization of sampling and testing is common in other fields of food and plant pathogens.  It is puzzling that the grapevine industry has not adopted a system given the importance of this perennial crop.  My philosophy is that a vineyard must be planted with the healthiest available material as vineyards must live a long healthy life.  If a vineyard is planted with diseased material, the life expectancy is reduced (not to mention the possibility of perpetration and spread of pathogens in the vineyard and neighboring vineyards) 

  It is encouraging to know that new and more sensitive pathogen detection methods are being developed and applied for the diagnostic of grapevine pathogens.   The next generation sequencing or HTS is becoming more affordable and available for the detection at the species level of microorganisms in plants and soil.  It is expected that in the near future, these methods will be applied on new planting material and help develop healthy vineyards.

  Judit Monis, Ph.D. 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 (based in California) is fluent in Spanish and is available to consult in all 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.

Pre-Harvest Planning

Machines for grape destemmer and crushing for wine production on the plant Kindzmarauli Corporation

By: Tom Payette, Winemaking Consultant

Preparing for harvest is critical and happens during all the larger part of a year.  Let’s start thinking about harvest now.  It’s not a one-day process just before the first load of fruit arrives on the crush pad.  We will go over the planning process of how to be most prepared and confident when the fruit of the harvest starts to arrive.  Part of the plan may include taking a vacation so read on!

  Obtain a calendar:  This will be the most useful tool for your planning from bottling, to fixing equipment and ordering yeast/chemicals etc.  I prefer a large erasable calendar so one can plan out 4 to 6 months at a minimum.  Have cellar workers use this for their projected time off also.  It is a great communication resource for everyone!

  Note taking during harvest:  This is the first step and the key step for subsequent success in future harvest(s) to come.  Make notes of any production pitfalls, machinery issues, fruit handling upgrade wishes, squealing bearings, worn belts etc.  Keep visiting this list and make sure to plug budgetary items in at the appropriate time.

  When do you start?  Start preparing for the harvest planning exercise by optimistically looking at the vineyard and expected fruit or juices for the harvest seven or eight months in advance.  Plan, order and negotiate any cooperage or tanks space adjustments early on to fit upcoming predicted production.

  Plan tank capacity:  With initial vineyard tonnage projections in hand start to forecast empty tank capacity and cooperage.  Plug into this projection tanks you expect to have bottled by harvest.  Is there enough predicted empty tank capacity available to allow all the fruit projected to fit into the cellar?  Is there an overrun plan?  Would large tanker trailers be available if needed for excesses?  Think through as many options as possible.  If you calculate you need more volume capacity– get that on order.

  Place orders for tanks and cooperage:  Take time near January of each year to place orders for stainless steel tanks and barrels.  In many cases for stainless steel you can order custom made tanks for the same price as stock.  This way – you get exactly the features you want in your tank and you can specify quality.  Treat cooperage the same way.  Talk to your barrel supplier(s) and express an (“optimistic”) order should agricultural expectations go as planned.  Most barrel suppliers will work with you to be flexible (within reason) to help you plan your tank capacity and this helps them plan their production work load. 

  Make a bottling schedule:  Make sure to plan exactly what you need to bottle to integrate properly with the sales goals and to empty the amount of tank space needed.  This will need to be coordinated with the warehouse personnel and taking into consideration warehouse space.  Stick with the bottling schedule since it is integral to your projected bulk wine volume tank space requirements needs.  Speak with sales to understand their expected sales rates and understand if any varietals will be placed on “special” accelerating predicted sales rates.

  Visit the machinery in the winter months:  Start reviewing worn out belts, replace and repack bearings that are showing wear.  Motors; bearings; chains etc.  Order spare parts of anything that seems worn or in need of repair soon.  Create a plan.  Upgrade the machinery and adapt to making the crush process easier.  Look at pomace removal systems and explore options.  Do these repairs and reviews while you have the time to take action.  (The same theory applies during harvest – work on your bottling line!)

  Review the cellar journal/log:  Looking at entries in the cellar log will often jar the memories of items that needed refinement of the harvest prior.  This will help in the planning process of what may need attention for next harvest also.

  In the Spring:  Start to count picking lugs, bins, shears and gondolas.  Review vineyard data projections for tonnage and get a grasp on how that tonnage will be transported to the winery.  Inspect wagons, tires and gondolas.  This review in the spring will allow enough time to make adjustments and to plan for these upcoming events.  Make plans for harvest help and contact any interns you plan to have in place

  Early Summer:  Have a refined crop estimate submitted by each grower.  With more solid fruit estimates in hand refine your tank and vessel needs for the winery.  Start thinking about yeast and stylistic production goals.  How will these be achieved?  Start taking further action to fix and refine the machinery for the crush pad.  This is a time of year better suited for this work outdoors and allows for errors to be fixed with ample time.

  Mid-Summer:  Have a review done of your chilling system.  Is it operating properly?  Will there be enough cooling tonnage for the increased capacity?  Do you care to relocate any tanks?  Will refrigeration/glycol lines need to cut for adding additional tanks?  Will this impact your bottling schedule?

  Two months before harvest:  Place an order for yeast, enzymes, nutrients, ML cultures, tank cleaning chemicals, citric acid, soda ash, etc.  Have comfortable shipping dates discussed with your supplier to avoid rush fees.  (Keep in mind some companies offer free shipping in July)

•    Start to address clutter in the winery and on the crush pad.  Contact the appropriate people to solve any situations that exist.  Having the proper elbow room at the start of crush is crucial for mobility during crush.

•    Fix and / or replace any leaky transfer hoses.  Order needed gaskets; clamps etc to make sure the hoses can be repaired and assembled without leakage.

•    Clean all your hoses a few times before harvest.

•    Order all fresh lab chemicals to get you through the entire crush season.  Date them as they arrive.  Clean house:  Out with old… in with new.

•    Develop and refine any written protocols (Lees filter press operation, tank cleaning, press cleaning, crusher cleaning etc) for upcoming harvest helpers or interns.  If interns will be from another country try to have your protocols translated or have interns do this at the end of one of their previous seasons.

•    Physically rehearse step by step the harvest crush pad process on the crush pad.  Have everyone understand the grape/must/product flow that will be anticipated for each style of wine.

•    Discuss possible two shift scenarios if you envision this may be something you are considering.  Most people are receptive to this option if they can mentally prepare.  Less success is achieved if the idea is new and forced.

  Start a list of odd jobs:  I have often found this to be very helpful when fruit is delayed arriving at the crush pad and harvest helpers are apt to stand and wait.  Painting the outside fence, sprucing up the winery entrance or repairing picnic tables for common area can be some examples.  Landscaping.  All wineries have project lists that are usually very long and this can help cross those off the list.   This is a great point score with owners and keeps employees busy.

  Once all the bottling is finished and some breathing room potentially exists start to work on and repair the bottling line during harvest.

  Take a vacation:   Once you have successfully completed the bottling and all your harvest chemicals are either in house or confirmed on their way…. take a vacation and make sure your other staff take a vacation.  This is the dangling carrot that keeps us all challenged and ultimately relaxed going into a harvest.

  Low stress:  Start your harvest in a low stress relaxed environment while taking notes on future needs and improvements so each year will become smoother and smoother.  Your low stress start will allow you to handle the complexities of harvest with confidence, courage and excellent judgment.  Your winemaking will shine as a result of your planning. 

  In short:  Start taking notes this upcoming harvest and plan your machinery maintenance very early.  Use a calendar to help keep this project moving along, bottle up all the wine projected and be ready for the expected tonnage to arrive and perhaps…a few extras. 

Pruning Tips and Tricks to Ensure Successful Growth

vineyard staff pruning crops

By: Tracey L. Kelley

  Spring pruning is one of the most vital applications vineyard managers can control, so it’s always beneficial to cross-check your processes with an expert or two. Depending on the air temperatures in your region, you might be edging into budburst (also referred to as budbreak) right now, and believe most of your pruning is complete.

However, according to Fritz Westover, owner of Westover Vineyard Advising and Virtual Viticulture Academy in Texas, there are always reasons to examine the results of pruning not only at the start of the season but also throughout, to understand what worked and what should be remedied. Watch helpful instructional pruning videos from Fritz Westover.

  “I do a lot of post-pruning site visits with growers, and it’s always informative to learn what you did wrong after you did it!” Westover joked. “The number one mistake I correct is the retention of small wood, followed by the retention of too many buds per vine. Both can result in an inefficient canopy, poor fruit quality and overall less balanced vines. The good news is that it’s easier to take buds off than to put them back on.”

Spur and Cane Pruning: Reasons for Each

  “Ideally, the decision to spur or cane prune should be made before designing and planting a vineyard,” Westover said. “However, most varieties can adapt to either a cane- or spur-pruned system. Also, I’ve found both vertical shoot positions or high-fruiting wire training systems can adapt to spur or cane pruning.”

  “A lot of our decisions regarding spur vs. cane pruning is based upon varietal,” Kim Myers told The Grapevine Magazine. Myers , co-owner, Laurel Gray Vineyards and Yadkin Valley Wine Company, along with her husband, Ben, co-stewards land in North Carolina that’s been in the family for 10 generations. Their 10.5-acre vineyard, Laurel Gray, features estate French vinifera vines such as Chardonnay, Viognier, Pinot Gris, Merlot, Cabernet Sauvignon, Cabernet Franc and Petit Verdot. Their winery, Yadkin Valley Wine Company, produces award-winning selections, including a signature Bourdeaux blend, Scarlet Mountain; Estate Barrel Fermented Chardonnay; and Estate Cabernet Sauvignon, Merlot and Viognier.

  “Spur pruning is used for varieties that show high fruitfulness on basal buds. For example, Cabernet Sauvignon works very well on spur pruning—until it’s time to renew the cordons. When renewing, we cane prune in order to establish a new healthy cordon,” she said. “Viognier produced best when cane-pruned because this technique allows more light on to the cordon and into the canopy.”

  “Generally, spur pruning, once established, is less labor-intensive. It’s easy to do and easy to teach, especially for vines that are trained on fences or trellises,” Myers added.

  Westover provided further recommendations. “In general, sites that require in-row vine spacing wider than four feet are better adapted to a cordon/spur-pruning system to best utilize the space in the fruiting zone, as laying canes longer than 18-24 inches can result in poor shoot size uniformity in many varieties,” he said.

  “Cane pruning, on the other hand, results in a vine that has a lower number of pruning wounds than a vine that is spur-pruned. Therefore, there might be less opportunity for certain fungal diseases that infect pruning wounds and cause grapevine trunk diseases,” he said. “Additionally, there’s less old wood on a cane-pruned vine and less potential area for disease spores to overwinter, such as phomopsis or other GTD-associated pathogens. Some varieties are also known to be more fruitful when cane-pruned, such as Nebbiolo or Malvasia Bianca.”

  “Cane pruning requires a high level of expertise, is more expensive and takes more time,” Myers added. “You have to make very educated choices about each and every vine. However, cane pruning has many advantages: frost protection, even production and even spacing of growing shoots in the spring.”

  Similar to what Myers does at Laurel Gray, Westover incorporates both methods for individual vines on some of his clients’ properties. “This isn’t typical, but can help increase the yield on vines that have high vigor but low yields due to small cluster size or shading of lower bud position of the spurs,” he said. “Careful consideration should be made as to where to use this practice, as the extra buds can cause crowding in the canopy, which can increase disease pressure in wet, humid climates.”

  Another mitigating factor for following a pruning method is the rumbling advance of mechanized or “no-touch” vineyard operations. The University of California Agriculture and Natural Resources Department released data in 2019 from a 53-acre Merlot research vineyard in the San Joaquin Valley—where more than half of all California grapes are grown— that indicated mechanical pruning “reduced labor costs by 90%, resulted in increased grape yields and had no impact on the grape berry’s anthocyanin content.”

  Kaan Kurtural, UC Cooperative Extension specialist in the UC Davis Department of Viticulture and Enology; and George Zhuang, UCCE viticulture advisor in Fresno County; conduct conference panels and webinars about the process, which they say is the future of pruning for operations of 150–300 acres.

  So keep in mind as you strategize production growth and processes, “one of the greatest disadvantages to cane pruning in our future shift to mechanization is that it cannot be easily machine-pruned,” Westover said.

Questions of the Advisor

  Since Westover consults for dozens of vineyards east of the Rocky Mountains through his onsite visits and victual academy, we asked him to provide answers to the top three questions he gets regarding pruning. They are:

1.   When should I start pruning?

      A: Depending on vineyard size, time and labor, if a grower in the Northern Hemisphere uses pre-pruning or partial pruning, I encourage them to start in January and move to final pruning at a time that allows them to complete it prior to budburst. So, for example, a small grower may be able to prune in a week and can start the process 10-to-14 days before the historical average budburst date in their area. Larger vineyards obviously need more time and may be pruning steady until budburst.

2.   Do I need to protect pruning wounds from GTDs?

      A: Fungal diseases associated with GTDs are primarily spread by splashing rain. Therefore, it’s important not to prune when it’s raining or when rain is predicted within the next few days—I advise my growers to wait until after the rain. In some cases, registered fungicides can be applied to protect pruning wounds from infection, such as Topsin M—check your state registry status. If pruning wounds have healed over, or if no rain is predicted, then protective sprays can be avoided. There are also products available now that can be painted over the top of larger pruning wounds to create a physical boundary against pruning wounds, such as VitiSeal.

3.   What if I don’t finish before budburst?

      A: Ideally, all final pruning will be completed a week or so before budburst. When shoots begin to grow, they first emerge on the most distal part of a cane, which is referred to as “apical dominance” of shoots across a cane. Some growers intentionally hold off final pruning until the onset of budburst on distal bud positions, as this can delay the budburst of the lower buds retained as spurs near the cordon. This small delay in budburst can result in the avoidance of a late spring freeze by 7-to-14 days, depending on site and variety. However, if a grower doesn’t complete final pruning before the shoots on the distal nodes reach greater than two inches in length, the lower bud positions can lose fruitfulness. The bottom line: pruning needs to be completed by bud swell—and not later.

Education, Sterilization, and Clean-Up Ensures Successful Results

  Many vineyard managers hire crews with pruning experience, while some do a crash course each season with trusted volunteers. In either scenario, Westover said, you need to ensure people do what your vines require.

  “Cut-and-paste pruning strategies won’t address the needs of each block. A pruning crew is only as good as its instructor, and it’s often necessary to have a lot of supervision the first few days of pruning—and again any time the pruning strategy changes between vineyard blocks,” he said. “Educate your crew and stick with them until the end. I share videos with my clients from my website, and on a rainy day, the crew watches those. Repetition of key pruning concepts is a great way to empower your crew to make decisions on their own and quickly.”

  One example he provides is that vigorous vines with large cane diameters can retain spurs with two-count buds, whereas smaller vines or vines with some small canes may need to have several spur positions pruned back to a one-count bud. “The motto I use in my academy is ‘no wimpy wood’—which seems to resonate with growers and results in less wimpy shoots that produce inferior fruit,” Westover of Virtual Viticulture Academy told The Grapevine Magazine.

  “Weather can also cause a shift in a standard pruning protocol. For instance, in a year with high primary bud death due to freeze conditions, a grower needs to first assess the percentage of bud death in the vineyard, and then adjust the final number of count buds per vine to compensate,” he said. “This isn’t easy to do, but it can certainly help keep a vineyard in business through a tough season if done properly—and some live buds remain!”

  Myers’ pruning team includes two people on staff for a 40–plus workweek who are in the vineyard daily. One of her primary takeaway tips is proper sterilization. “Clean pruning tools at the end of each row, and especially when changing varietals.”

  Westover agreed. “This is an area of research that we have little information on at this time, but sterilizing shears after each row and—at a minimum—between blocks is a good practice. Solutions of 10% bleach or 70% isopropyl alcohol are inexpensive options to spray on shears,” he said.

  So is the work done once buds break? Not necessarily. “Stay proactive on your vineyard management programs from pruning until frost to avoid uncontrollable problems,” said Myers of Laurel Gray Vineyards. “Watch for split vines that may have happened due to extreme cold weather when the sap was rising. Remove all cut wood from the vineyard floor and spray while still dormant with lime sulfur to kill any disease spores that overwintered in mummified fruit, dead wood or old leaves.”

  Also remember that not removing enough canes “will cause over-production with a too-dense canopy, under-ripe fruit and conditions for disease,” she said. “These conditions require more labor through the growing season because the vineyard manager is constantly trying to combat these issues through summer hedging, spraying and leaf removal.”