Crush Season: When Timing is Everything, Experience Matters

staff crushing grapes

By: Cheryl Gray   

Inside every grape is the flavor upon which crush season depends. Capturing that flavor is a skill that every vineyard around the world strives to master. 

  From traditional methods to the latest technology, wineries have a singular goal in mind: extracting the very best from a grape crop nurtured during the past year. 

  The Pellenc Group is a global manufacturer of equipment and tools used in viticulture. Its subsidiary in the United States, Pellenc America, is headquartered in Santa Rosa, California. The company’s technologically advanced products make it a leader in the industry and help wineries get the most from their grape crops. 

  One of Pellenc’s innovations is Smart Glass, a connected sensor used to transfer wine, automatically shutting off when complete. The Smart Glass receives information either from a remote control or Pellenc’s pump pilot module and alerts the operator whenever there is a change in the liquid. Applications include not only liquid transfer but also blending, cold settling and gas detection. Smart Glass touts cost-effectiveness in that it improves productivity by facilitating automated transfers, freeing up workers to do other tasks. It also promotes reduced water consumption and wine loss. The product’s year-round multiple applications, including water flushing and flotations, also help save time and money. 

  Another time-saving product from Pellenc is Smart Oak, is an automated tool with a user-friendly interface. Instead of the weeks it normally takes to complete oaking, Smart Oak is designed to reduce that to just a few days. The system includes a soaking vat, pump and built-in sensors, the latter of which manages the speed, control and successful repetition of the entire oaking process. Smart Oak allows wineries to use wood chips, staves and blocks to achieve the finished wine product. It also eliminates the need to purchase and store barrels. 

  Pellenc’s Flash Détente is a two-step thermodynamic process that reduces fermentation time from two weeks to three days and increases yield by 3 to 4%. The first step heats grapes, juice, wine or lees to 170 F, allowing wineries to eliminate pyrazine and any green pepper taste while achieving enhanced color extraction. The grapes are then pushed into a vacuum chamber, where the water inside the fruit quickly turns to steam, instantly blasting the skin, which releases tannins and anthocyanins.  

  Finally, the Pellenc Smoke Taint Mitigation protocol is a combination of Flash Détente operations and enzymatic macerations. Combining the two gives wineries the ability to treat tainted berries before fermentation without stripping the finished wines of their character and flavors. 

Facing Challenges 

  While new technology is helping wineries reduce costs and maximize crop yields for crush season, the deadly coronavirus and lingering drought continue to be tough challenges even for the most experienced winemakers. 

  Just ask Penelope Gadd-Coster, the award-winning winemaking consultant for Rack and Riddle Custom Wine Services in Sonoma County, California. She said that many of the safety steps Rack and Riddle put in place last year to protect against COVID-19 remain. 

  “Well, just when we thought we might be over masks, they are back! Many things will be similar to last year: masks indoors, visitors will need to be masked, still need an appointment for meetings, Zoom will still reign as the communication tool.” 

  These are just a few of the strategies that Rack & Riddle has deployed to operate safely during the pandemic. With the tonnage of grapes it processes each year, the company has incorporated technology to accommodate some of its workloads.  

  “Rack & Riddle has invested in some automation that is allowing us to keep steady staffing. For example, tirage bins are filled by robots. This was a task that was done by seasonal workers in the past,” said Gadd-Coster. 

  As for the drought plaguing California and elsewhere, Gadd-Coster told The Grapevine Magazine that growers are being forced to take drastic measures to conserve water for this year’s crush season. 

  “The drought is a bigger change as Healdsburg is having to drop [usage] by 40%. Businesses are having to come up with ways to make this happen as well. For the vineyards, [it’s] either recycled water or no water for vines unless the growers filled reservoirs before the restrictions. Many thought that harvest would be early due to the drought, but it is actually coming later than average in many areas.” 

  Other grape-growing regions, including the Pacific Northwest, have also suffered from extreme heat. Richard Hoff, Director of Viticulture for the renowned Mercer Ranches in Washington State’s Yakima Valley, said that the high temperatures have impacted their crush season schedule.  

  “As far as harvest impacts, due to the 110 F, 115 F  heatwave we had, grapes are ripening quickly, and we expect a somewhat early harvest.” 

  Gadd-Coster added that supplies and equipment are harder to come by as the businesses that provide them are tackling some of the same obstacles as their vineyard and winery clients. 

  “Equipment and supplies are taking longer. That still hasn’t changed much yet. And some things are just not available–long wait times. This was the case with some of our winemaking additives, some packaging items.” 

  John Derrick is Vice President of Vineyards for Mercer Ranches. He says there has been significant lag time for other pieces that are critical to a successful crush season. 

  “The supply chain for parts is just as bad for grape equipment and supplies. Finding and hiring new employees is definitely a big struggle this year. We are lucky in that we utilize H2A and do not foresee any people issues at this time.” 

  The H2A program allows American companies that meet strict regulatory requirements to bring foreign nationals to the U.S. to fill temporary agricultural jobs. Many crush seasons depend upon these workers. However, some wineries are increasingly looking to technology to replace manual labor for specific tasks. 

  Sorting fruit is one of those jobs where technology can step in to help maximize results. John Felice, Vineyard & Winery Equipment & Product Specialist for Pellenc, points to the manufacturer’s Vision Optical Sorter as a solution.  

  “The Vision-2 features the best optical eye in the industry combined with the best software to produce the highest level of quality consistently throughout the harvest. The cleated belt holds the fruit from moving around and allows the Vision-2’s optical system to determine what it keeps and what it rejects. You can set the Vision-2 to keep or remove raisins and remove fruit that does not meet a certain size or color level. With today’s labor shortage, the Vision-2 will control up to six other machines on the receiving and sorting line. This level of automation allows you to run the optical line with one to two people.”  

Developing a Crush Pad 

  Equipment and supplies for crush pads are critical components for a successful crush season.  Experts say that coordinating with knowledgeable companies makes a big difference for wineries developing a crush pad. 

  The Vinter’s Vault helps wineries of all sizes solve the dilemma of exactly how to execute a crush pad. With two locations in Paso Robles and Temecula, California, and a third in Texas, the company’s reach is global, including clients located throughout the U.S. and in Mexico, Canada, Costa Rica, China, Nova Scotia and Indonesia. The Vinter’s Vault works with several manufacturers to provide wineries with equipment such as destemmers, presses, tanks, lift conveyors, sorting and vibrating tables. Ryan Horn is the company’s President. 

  “We do full crush pad set-ups and often help clients with their designs. We commonly do full design layouts for new and expanding wineries where we can design and plot the flow of work for their view and to fit their needs, desires and location,” said Horn. “For crush pad equipment, we are most known for the Athena Presses, which are very state-of-the-art central membrane presses that are faster, more gentle and more efficient than any press on the market. Our IMMA crush pad equipment is also well known.” 

  Pellenc also deploys a design and sales team to work with wineries worldwide to develop crush pads, including wineries in California, Texas, the eastern United States, France, Italy, Germany, Spain, Canada, New Zealand, Australia, Argentina and South Africa. Felice said that Pellenc is there from beginning to end.  

  “Pellenc design engineers and salespeople will work with the winery team to gather the necessary information and put a proposal together with CAD drawings to meet the demands      of the winery with throughput and efficiency in mind.” 

  Companies that provide equipment and supplies for crush season agree that there is no cookie-cutter approach to servicing their vineyard and winery clients. Among other things, 24/7 service and technical support are high on the list of reputable firms. Experts say those are the companies that understand that fruit won’t wait. 

A Closer Look at Winery Filtration Methods & Filtration Solutions

By: Alyssa L. Ochs 

During winemaking, filtration occurs right before bottling to remove any unwanted particles that the winemaker doesn’t want in the finished product. The goal is to create a clear and stable wine that consumers will love, but there are multiple ways to achieve this result.  

  Choosing the appropriate filtration products and equipment can make a huge difference in how a wine turns out and how closely it adheres to the desired style of the winemaker. It is beneficial to learn about different filtration processes to choose the best methods for various wines.  

Overview of Wine Filtration  

  Wine filtration works by passing the wine through tiny holes–similar to using a coffee filter. The smallest particles and liquid pass through the filter, separating everything else from the wine. The process creates a more stable wine, particularly as filter size is reduced and fewer microbes make it into the finished product.  

  Not every winemaker chooses to filter wine, and not every wine needs to be filtered. However, there are many reasons to use a filter. Filtering gently polishes wine and gives it a softer finish. It helps a wine be more microbially stable and preserves the integrity of the product. Although it is not a health or safety requirement, most modern and commercial wines are filtered in some way.  

Options for Wine Filtration  

  It’s easy to become overwhelmed by the number of wine filtering options, especially when new to winemaking or making a style of wine for the first time. For example, there’s pad filtration, membrane filtration, earth filtration and reverse osmosis. Other methods include ultrafiltration, crossflow filtration, ceramic membrane crossflow, racking and cold stabilization.  

  The first step in removing suspended solids is typically using a coarse depth filter. Depth filters catch particles but aren’t effective in removing microorganisms from wine. Next, tighter pad depth filters are used. As a final step, winemakers can use membrane filters to catch microorganisms. 

  Pad filtration involves running wine across a pad, typically made of cotton, polyethylene or cellulose. Pads typically require a setup with a plate and frame and a pump to move the wine. Filter pads work by having wine flow into the rough side of the pad and then out from the smooth side. Different pads are used for red and white wine, but choosing the right filter pads depends on the total filtering surface area. Although pads are inexpensive, they are designed only for one-time use. There can be high leakage rates and long setup times with pads, too.   

  Cartridges offer an alternative to pads. They use housings, leak less than pads and are cleaner to work with; however, they are also costlier and require more maintenance. It’s important to store them properly so they last a long time and make the investment worthwhile. 

  Membrane filtration uses a cartridge made up of nylon, glass fibers, polypropylene or cellulose to facilitate screening techniques. This method is often used for microbial stabilization purposes and is the final step before wine is bottled.  

  Some winemakers use earth filtration using diatomaceous earth, a soft rock ground into a white powder. DE serves as a coating on filter pads or screens before filtering. This method involves covering a stainless-steel or nylon screen with DE and pouring wine and DE through the screen for filtration. It’s a meticulous process that may require supportive plates, a pump, a rotating drum and a rotary vacuum filter. Respiratory and eye protection are required during use due to health and safety concerns about handling DE. Crossflow and centrifuge filtration offer safer alternatives. 

  For crossflow filtration, the wine moves with significant force and pressure across a porous membrane. Wine is pumped through a partially enclosed pathway and produces juice with very concentrated particles. There is a high initial investment associated with crossflow filters, including replacement membrane costs, which is why many small and mid-sized wineries don’t use them.  

  Ultrafiltration is a crossflow method using a membrane with a nominal relative weight cutoff of 10,000 per molecule. Winemakers use this method to enhance the flavor of wine and make it more stable because ultra-filtration gets rid of all sizable particles and proteins.  

  Ceramic membrane crossflow is an advanced technique that incorporates pressing mechanisms. This technique ensures high levels of clarity and reduces product loss, especially crucial for high-value wines. Durable ceramic membranes can deliver automatic production cycles and keep a winery’s environmental impact low.  

  Racking is a non-obtrusive way to filter wine and involves moving wine between barrels. This method is only somewhat effective, as some wine remains behind in the bottom of the barrel with the sediment during the manual transfer.  

  Aside from filtering, cold stabilization is a method used to clarify wine. This method requires the winemaker to deeply chill the wine to remove tartaric acid crystals from the product.  

Heyes Filters’ Xflow System 

  Among the various options available for wine filtration, Heyes Filters’ Xflow System stands out. They manufacture their products in the U.S., simplifying the search for spare parts and support while potentially limiting downtime if service is required. Based in Torrance, California, Heyes Filters specializes in filtration and purification to serve the food, beverage, pharmaceutical and biotech industries.  

  Mike Laffey, the technical sales engineer for Heyes, told The Grapevine Magazine about two crossflow platforms–fully-automated and semi-automated systems–that the company offers.  

  “Our fully automated systems are PLC-controlled with pneumatic valves and Auto CIP,” Laffey said. “The fully automated systems can be configured sans CIP depending on the customer’s request. Our crossflow systems can be customized to meet the customer’s needs.  

  “The Heyes Filters semi-automated systems are designed for lower cost and have manual valving and manual CIP. The semi-auto unit does have an autonomous feature. The operator can set the unit up for filtering and enable the autonomous feature, and the system will monitor itself and shut down either when the tank being filtered is emptied or if the flow rate, due to fouling, drops below a predetermined set point. The crossflow unit will shut down and sit idle with the internal check valves, keeping the filtered wine in the receiving tank from back-flowing through the system.” 

  However, when operating the Xflow system, avoid sending wine that is not yet ready for this type of technology. “Settling, racking and fining are all typical processes in the winemaking journey, but prepping wine for crossflow filtration does take some additional steps to maximize the efficiency of the filtration process,” Laffey said.  

  Winemakers should keep their current plate, frame filter and any other filtering equipment even after buying the crossflow unit because these can be useful as pre-filters or to remove TCA from wine.  

  When Heyes Filters trains winemakers on the initial setup of the Xflow system, the focus is on proper cleaning and maintenance to maximize the filtration process.  

  “We do this by monitoring the transmembrane pressure, inlet pressure value plus retentate pressure value/permeate pressure value,” Laffey said. “To us, this is the ‘voice’ of the membrane telling you how well it is permeating either during filtration as it rises or during the CIP cycle as it is beginning to lower through the chemical cleaning process. The goal is to keep the system ready for the next filtration run.” 

  Other troubleshooting tips include monitoring the fouling rate and not running the system too quickly in the beginning. The transmembrane rate should be kept low for as long as possible to allow the membranes to flow and not plug up too fast. Heyes Filters regularly helps customers develop strategies for using fining agents before initiating the crossflow system. 

Aftek Filtration Options  

  Rochester, New York’s Aftek Filtration Options has over 35 years of filtration expertise. It offers flotation, pad filtration, cartridge filtration, membrane and crossflow options for wineries.  

  Jim Russell, who handles regional sales for Aftek, said he has seen many wineries that produce less than 25,000 to 40,000 cases using pads during post-fermentation. He highly recommends using membranes for pre-bottling filtration to ensure sterile filtration into packaging.  

  “The membrane is integrity testable and allows for us to challenge the filter media before and after bottling to ensure stable shelf life. Some of our customers are shifting to crossflow for wine to replace pads, and this is a discussion we have for sizing and timing to make the best use of capital for growth and packaging,” Russell said. “The filtration products we work with our customers on are minimizing any oxygen pick-up and degradation of the flavor profile while maximizing shelf-life stability. We work with our customers and their processes to enable good practices, better quality and lowered filtration costs.” 

Trends in Wine Filtration  

  Concerning industry trends, Laffey said that ceramic and polymeric have been popular in the crossflow realm. Heyes Filters offers these types, as well as titanium membranes if they are the best solutions for the application. 

  He has also noticed advances in adjuncts, such as bentonite, a settling agent easy to filter through crossflow. He said that when using adjuncts, not to incapacitate the system by plugging the tube and hollow fibers with a heavy load of particles moving too quickly under pressure. This can result in a costly error in which membranes need to be replaced.  

  Russell has seen an uptick in the use of Della Toffola, a crossflow supported by Aftek. “It allows for reduction of manpower and the ability to remotely monitor and control the unit,” he said. 

Choosing a Filtration Method for Your Winery 

  When in the market for a new crossflow system, winemakers should work alongside a company with extensive system experience, service backup and available parts and is responsive to customer needs.  

  “Choose a company that not only can provide you products but can help with the setup and usage,” said Russell of Aftek. “Saving $50 on a membrane only to get a shortened life or use five times the number of cartridges when one might be used all season isn’t a better value. Make sure they understand the process and have good service and assistance.”  

  Researching filtering techniques helps the winemaker know what to expect before they’ve even made the call to the manufacturer and may make the process–both buying the system and filtering wine–go easier. 

  “I have often told prospective Heyes Filters’ clients to do their due diligence and research the different crossflow technologies that would best suit their needs, knowing that the systems do not really care what you send them,” Laffey said. “The crossflow system will do its best to process the wine being filtered through it. Quite often, the expectation of the winemaker can be challenging to overcome or satisfy depending on their knowledge of the technology and the ‘prep work’ done on the front end on any given wine style.” 

VQA Ontario: The Evolution of a Canadian Provincial Wine Law

gavel hammer with Canadian flag

By: Tod Stewart 

It’s more than a little ironic to learn that the first known “wine law” was distinctly anti-wine. In an effort to increase the food supply, Roman emperor Domitian (c. 92) issued a decree banning the planting of any more vines in Italy. The hope was that available growing land would be given to planting cereal grains as opposed to grapes. Guess how that all worked out. Though largely ignored throughout the country, it nonetheless stayed in effect for close to 200 years before being repealed by emperor Marcus Aurelius Probus (and much celebration ensued). 

  Wine laws enacted across Europe – starting with those conceived by the Reichstag in 1498 – were generally done for nobler purposes – typically to prevent wine fraud. Fakery became especially problematic in mid-19th century France as the phylloxera blight decimated vineyards and all but dried up the flow of wine. These laws evolved into the familiar (at least to wine buffs) Appellation d’Origine Contrôlée (AOC) system. Similar laws proliferated in wine growing regions around the world. They aimed at establishing geographical origin, permitted grape varieties and yields, and production methods, among other things. 

Generally speaking, wine laws are a good thing for consumers. After all, if you’re spending big bucks on an Oakville Cabernet Sauvignon with the term “To Kalon” on the label (or considerably bigger bucks for a Pinot Noir identified as “La Tâche”), you’ll want some pretty solid guarantee that you are actually getting what you’re paying for. 

  For winemakers, some wine laws can present compliance challenges. I’ve talked to more than one European winemaker who almost envies the amount of freedom given to their American counterparts. Want to plant (more) Albariño in Lodi? No problem. Want to plant Albariño in Chianti Classico or Burgundy? Not so fast….One winemaker here in Ontario actually gave up his winery in Tuscany because he couldn’t deal with Italian bureaucracy. This is pretty stunning testimony given the bureaucracy level in Ontario. 

  Though still considered a “young” wine producing country, Canada today has a thriving wine industry situated largely in Ontario and British Columbia. Wine has been produced in this country for over 200 years, with the first commercial winery established in Ontario in 1866. However, it wasn’t until the 1970s, with the expanded planting of Vitis vinifera varieties and improved winemaking techniques that the emergence of a wine industry focused on high quality began to emerge.  

  The Vintners Quality Alliance Act,1999 designated VQA Ontario as Ontario’s wine authority on June 29, 2000. Broadly speaking, the mandate of VQA Ontario is to enforce the province’s appellation of origin system, control the use of specific terms, descriptions and designations, and set out mandatory winemaking practices pursuant to each specific VQA region and sub-region. Winemakers have some flexibility when it comes to grape varieties – so long as they are either Vitis vinifera or an approved hybrid (eg., Vidal), and there is no restriction as to what variety needs to be planted where. 

  There are the other usual checks and balances around things like brix levels at harvest for specific types of wines and the pedigree of fruit for particular regional designations (the requirements for a wine labeled as VQA Ontario will be more relaxed than for a wine identified as an Estate Grown Chardonnay with the designation VQA Beamsville Bench – a geographical sub-appellation). Labelling terminology is also regulated. 

  As with most wine laws – particularly those governing younger regions – evolution is largely unavoidable. When I contacted VQA Ontario headquarters to get a status update – and to ask how the pandemic had affected operations – I was somewhat surprised by the response. 

  “VQA Ontario has changed its operating name to the Ontario Wine Appellation Authority,” says Laurie Macdonald, the organization’s Executive Director. “When the pandemic began in March 2020, LCBO suspended all VQA tasting panels. The sensory evaluation has been conducted by the Appellation Authority using its own panelists since then and this will continue on a permanent basis.”   

  To backtrack a bit for perspective: for a wine to become VQA certified, it not only has to comply with labelling and packaging standards, and demonstrate geographic origin, it also has to pass laboratory and organoleptic testing. Up until the change Macdonald refers to, both of these functions were carried out by the Liquor Control Board of Ontario (LCBO), the province’s government-controlled beverage alcohol monopoly. This wan’t a bad thing. The LCBO lab is sophisticated and its technicians are, for the most part, top-notch. (Lab analysis is still carried out by LCBO.) The sensory evaluation panel consisted largely of LCBO product consultants – essentially LCBO retail store employees with superior product knowledge and, in the case of those on the tasting panel, proven knowledge of wine defects and various wine characteristics. 

  With the new changes, the panel roster is made up of qualified wine professionals, including sommeliers, winemakers, wine educators, WSET diploma and MW holders. Another change is that wines are no longer given scores (out of a possible 20 points, with 13 required for a passing grade). In the early days VQA actually had a two-tired scoring system. If memory serves me correctly, a score of over 13 counted as a pass and the wine could carry the VQA medallion on the bottle. Those scoring over 15 points could carry a gold VQA medallion. Whether or not I’m completely accurate on this point is more or less moot, as it was eliminated early on in the history of VQA. 

The move away from any type of numerical scoring apparatus is likely a good thing, at least in the eyes of winemakers. In fact, some have grumbled (in varying levels of volume) that the tasting panel itself should be scrapped. The argument for this stance centres around the possible “subjectiveness” of the panel and the awarding higher scores to wines that are personally preferred as opposed to those which are technically sound. It also, perhaps in an indirect way, points to an issue with section (c) of the Act’s sensory guidelines that reads: 

(c) To the extent that an applicant identifies a varietal designation in the application, such wine should exhibit the predominant character of a wine produced from the designated grape variety or varieties 

  Simply put, if you submit a Riesling to the panel for evaluation it should smell and taste like Riesling (and, of course, be defect-free – we’ll get back to that). Some winemakers will claim that this forces them to conform to some arbitrary “standard” that determines what the “predominant character” of a specific grape variety actually is. The “T word” – typicity – is often bandied about, along with the notion that striving for typicity limits innovation. 

  In fact, Niagara’s Pearl Morissette winery’s website contains this statement: 

  “We’ve all been blackballed. Some more than others. But whether it was not getting selected on the school soccer pitch or having the VQA repeatedly pass over your Niagara Riesling on the basis that it “lacked typicity”, getting blackballed has not always been a positive experience.” 

  The winery chose to celebrate this uniqueness with its Black Ball Wine Society, but you still can’t help but suspect there are some hard feelings behind the repeated rejection of its Riesling. Requests I made to have those at Pearl Morissette tell their side of the story were ignored. (To be fair, this isn’t the only winery that refused to answer my VQA-related questions, even with the promise of anonymity. In fact, not one of the over half-dozen wineries I approached chose to answer any of the question I asked.) 

  “It is important to note that ‘typicity’ is not mentioned anywhere in the VQA regulations or procedural documents,” Macdonald points out. “We do not prescribe any typical presentations of varietals for Ontario and aim to recruit tasters with global exposure to a wide range of styles. Innovation is welcome as it should be for a relatively young region. For example, we have seen oak-aged Rieslings which are certainly not typical but have been approved based on soundness. We do however confirm certain category requirements during the sensory testing, for example, sparkling wines must be carbonated, Icewines must be sweet. In my opinion this discussion is really about what is or is not perceived as an unacceptable flaw. Problems typically arise when the “style” is characterized by unacceptable levels of H2S, volatile acidity, brett, etc.” 

  To play devil’s advocate, I could counter that what is “unacceptable” to one taster may not be to another. One of my favourite wines, Lebanon’s Château Musar, wouldn’t be what it is without levels of VA and brettanomyces that may seem off the charts to some. In any case, the real question might be: “If VQA is all about geographic origin, why is there a tasting panel at all? Surely we’re not yet at the point where an Ontario wine’s origin can actually be confirmed by tasting it.” Well, the short answer is because, at this stage, an expert tasting panel is still necessary. 

  In my experience with (and I’ll come clean and say I’ve had some), the VQA/OWAA tasting panel offers winemakers something rather unique and, ultimately, helpful: the opportunity to have wines pre-screened by an objective panel (I should note that all wines are tasted blind – the tasters know the vintage, the varietal(s) if applicable, and style the wine is claiming to be…and that’s mostly it) before they get to the consumer. If there is a problem, the winemaker is informed and has the opportunity to correct it (assuming it can be) and resubmit the wine for re-evaluation. 

  While the VQA designation is not an indication to consumers that a wine is somehow superior to one without, it does pretty much guarantee its geographic lineage and that it’s defect-free. But shouldn’t winemakers be able to determine that their wines are of sound quality (like most places in the world) without some paternal body pointing out when the kid hasn’t lived up to expectations? 

  Macdonald reports that since 2000, failures have declined by10 per cent to a range of about two per cent over the past five years. She also notes that some failures are not the fault (or the sole fault) of the winemaker. Still, technical and microbiological issues make up the bulk of the reasons for failures.  

  “We facilitate ‘Winemakers Forums’ to encourage winemakers to share their experiences, challenges and best practices – suspended for COVID of course,” she informs. “This is intended to support ‘making the best wine possible’ given any set of parameters – vineyard, varietal, vintage conditions, price point, style, etc., and it necessarily includes preventing and managing faults.” 

  Given, ongoing training for winemakers at all levels is no doubt part of the key to producing high-quality, defect-free wines, the other major component is regular, ongoing tasting – and not only of a winemaker’s own wines. I was surprised many years ago as I toured Niagara wineries to hear how few of the local winemakers actually tasted wines of their competition – both international ones and those made by the winery across the street. Some winemakers, at times, seemed to have gotten so familiar with their own “style” that they failed to realize that this “style” included some obvious technical defects. In any case, regular and varied tasting is probably the most enjoyable “homework” most could think of engaging in.  

  As Ontario’s (and Canada’s) vinous landscape continues to broaden, the Vintners Quality Alliance Act,1999 will no doubt continue to be modified to reflect changes within the industry. Macdonald points out that since 2000, there have been a total of 35 changes to the regulations, adding grape varieties, raising minimum brix, allowing new closures, and so on. The last change, made in 2017, was the addition of the “skin-fermented white” category. This sort of flexibility ensures that innovation and creativity can thrive, with the Act lending a degree of guidance to winemakers, while ensuring geographical authenticity and, ultimately, consumer confidence and international respect. 

The South African Winelands: A Story of Endurance

vineyard with an overlooking mountain

By: Hanifa Sekandi 

South Africa, a place where, if the Winelands could speak, they would tell a story that would leave you spellbound and wanting more, down to the last sip of Pinotage. Every grape has a story: how it began and the many trials and tribulations it endured to take form into a palate pleasing accompaniment for one to enjoy. As simple as it may seem, even with a favorable Mediterranean climate and rich South African soil, the journey to the bottle is what makes this wine an intriguing and highly coveted selection.  

  In 1652, more than 350 years ago, Jan Van Riebeeck led the Dutch East India Company’s settlement in the Cape. The first known record of wine in this region is February 2, 1659. During this time, the medicinal properties found in wine were used to treat scurvy. This made the South African port an ondemand place to voyage to by sailors seeking treatment. Two decades later, in 1679, Stellenbosch, what is now South Africa’s most famous wine-producing region and second oldest settlement, solidified a long-standing legacy in viticulture. Located in the western Cape’s coastal region, vinotourists eagerly explore South Africa’s acclaimed wine estates to experience firsthand the birthplace of this country’s Cabernet Sauvignon — the most abundantly planted grape varietal in this wine region.  

  When Simon van der Stel, namesake of Stellenbosch, established Cape Town’s oldest wine estate, Constantia, it laid the bedrock of winemaking. Political turmoil and unrest have rocked this soulfully rhythmic nation, but preserving the land and all that grows from its soil continues to live and not be forgotten. Establishing this settlement opened doors for robust wine cultivation by the French Huguenots to dig roots into the Cape’s wine industry in the 1690s. Their arrival in the 17th century in the Franschhoek Valley began winemaking as a formidable industry in South Africa. 

Endurance of the African Vine 

  Although suitable microclimates and the terrain permit a diverse repertoire of wines and the high clay content along with water retention aids with steady irrigation, South African winemakers have faced many roadblocks on their way to becoming part of the par excellence standard. Insufficient storage for the aging of wines required the unconventional use of containers used to brine meat in replacement of oak barrels. Wine connoisseurs turned their noses up at this break in practice and cultivation. The South African wine regions also almost met their demise with the grapevine disease Phylloxera.  

  Earlier shortcomings in the 18th century did not demotivate winemakers to forage on. Constantia, a region considered the mother of South African wines, is the home to the dessert wine made from Muscat Blanc, Vin de Constance. It provided a gateway into the exclusive European wine market. One could say that without it, the industry as we know it today would not hold center stage. This country’s acclaimed Sauvignon Blanc grapes, flourishing and gently ripening with the refreshing cool breeze as it brushes across the vineyards of the Constantiaberg Mountain, may not have been birthed had it not been for the perseverance of winemakers who saw sweeter horizons in the future.  

  South African wines are more than just a palate-pleasing libation. They hold conflict and triumph, a journey that continues to reveal itself with presentday winemakers who value tradition paired with modern innovation and sustainability.  

  Stellenbosch University’s department of viticulture is at the forefront of avantgarde and experimental ways of producing wine. The World Wide Fund for Nature movement exemplifies an agreed-upon con-servation ideal among South African wine farmers. The aim is to maintain and nurture the Cape Wineland’s natural habitat. Along with an accommodating climate that favors a vast array of grapes which benefit greatly from the proximity of the Indian and Atlantic oceans cool winds, sustainability and affordable wine prices allow a firm place in the market. South Africa ranks eighth in the world as a wine producer with over 560 Western Cape wineries and over 200,000 acres of grapes planted.  

Wards that Lead the Way 

  Each wine region, also known as wards, has unique characteristics. Stellenbosch is where wine revelers can find South Africa’s most recognized and prestigious wine estates. One fifth of the country’s vines are planted here. This is where a perfect blend of Cinsaut and Pinot Noir comes together to produce the be-loved Pinotage. The exclusive Black Label Pinotage, made from a plot planted in the early 1950s, has a graceful aging period of 30 years. Other wines produced in the illustrious wineries in this region are Cabernet Sauvignon, Chemin Blanc, Shiraz, Sauvignon Blanc, Merlot, Semillon and Chardonnay.  

 The South African wine route may lead you to Paarl, situated on the low lying slopes of Paarl Rock. Since it is more inland from Cape Town, the temperatures here are warmer. The terroir of this region provides for more opportunities in wine cultivation. One would not think that some of the prestigious wines in this country flourish in vineyards high up on the mountains. The beginning of wine in this region is at-tributed to the French Huguenots who settled and planted grapevines and orchards in the late 17th century. Full bodied, decadent fruit reds and tropical notes in white wines can be found here due to the robust grape varieties.  

  Once a wheat producing region, Swartland is located in the Western Cape and just north of Cape Town. The vineyards here appear predominately on the northern side of the Paardeberg mountain. The hot and dry climate is ideal for producing fruitier wines. Scorching temperatures also decrease the negative impact of fungal disease. Bush vines can withstand dry conditions and survive due to their ability to pull water from deep layers of soil. Since they are drought resistant, they are planted in the hottest and driest area of the ward. Chemin Blanc and Shiraz are key grape varietals harvested in the “black land” Swartland. Black Land is a name to denote the rhinoceros bush, which turns black after a rainfall.  

  Another Western Cape region where the vines grow on fertile soils with granite deposits and immense clay volumes is Constantia—recognized as an early immigration settlement in 1685 of the Dutch. The highly esteemed sweet wine touted by European nobility and celebrated by esteemed authors Charles Dickens and Jane Austen isn’t the only premium wine produced in this region today. Bordeaux Blends, a combination of deep rich reds ranging from Merlot or Cabernet Sauvignon as a base coupled with another grape variety, has become an adored South African wine selection. Since this region is surrounded by two oceans and experiences considerable shade from the mountains, cooler temperatures are the norm. The result of these cooling winds is the retention of acidity in the grapes. This region is also known for its sublime Sauvignon Blanc.  

NOTABLE SOUTH AFRICAN WINES 

Klein Constantia “Vin de Constance” Constantia (2017) 

  A prestigious dessert wine that almost met its end continues to dazzle the palate of the wine world-at-large thanks to its resurrection in the late 20th century. The Jooste family acquired Klein Constantia, who embarked on this revival with Professor Chris Orffer, a viticulturist. To achieve their aim of unearthing this golden, unfortified sweet wine of the past in its most authentic form, they used the expertise of renowned winemaker Ross Gower. Vin De Constance, made from Muscat de Frontignan grapes, is a di-vine sunkissed hued wine with a beautiful burst of citrus zest, a creamy stone fruit finish, and pleasing notes of litchi, rosewater and almonds. You cannot miss the smooth floral aroma that engulfs the senses. It is a wine that ages with grace and can stand the test of time.  

Donkiesbaai “Steen”  

Chenin Blanc 

  Steen is still one of South Africa’s most popular white wines made from grapes in the Witzenberg and Piekenierskloof vineyards. Jean Engelbrecht, owner of the infamous Rust en Vrede winery and Don-kiesbaai winery, is the ingenious winemaker at the helm of the masterful creation of this robust, smooth tropical wine. Lively aromas of pineapple, peach, apricot and lime provide the right balance for seafood dishes or rich pasta entrees.  

Beyerskloof Diesel  

Pinotage 2017 

  This full bodied, deep, dry red wine with deep vanilla, oak, chocolate, plum and black cherry aromas has rave reviews from vino connoisseurs who have been lucky enough to get their hands on the Beyerskloof winery cultivation. It is considered a premium Pinotage, and limited bottles are available for purchase. You may have to join the list to get your hands on a bottle of it. This wine pairs well with spicy dishes or a perfectly seared flank steak. If you are an animal lover, you may be happy to know that the name Diesel is a tribute to the winemaker’s dog. 

In Defense of Describing Wines as Masculine, Feminine, and Sexy

Neal D. Hulkower

Except for my own personal use, as a favor to a friend or colleague, or to satisfy a requirement for a gig, I eschew writing wine tasting notes. Consequently, I dismissed Vicki Denig’s rant against alleged sexist terms on wine-searcher.com on 20 October 2020 (https://www.winesearcher.com/m/2020/10/time-to-kill-gender-stereotypes-in-wine) as yet another misguided lunge by a hypersensitive. But when it became the subject of an entire session entitled “Term Exploder” on the first day of the Symposium for Professional Wine Writers (WWS21, held via Zoom from 10 to 12 May 2021), my reverie was disrupted, and I was rudely awakened. The cancel culture has seeped into the world of wine writing. In response, I took to the chat to offer a different perspective.  I offer this rebuttal based on the position I put forth in that chat.

At the start of the session, the panelists were asked to “Explode this Tasting Note”: “A wine of great breeding, the XXXX bursts from the glass with sweet smells of black currant, pain grille, and exotic spices. Masculine on the palate, with a sexy core of rich, dark fruit supported by a lingering acidity. Has the potential for medium to long-term cellaring and would pair well with almost any stewed meat dish. A serious wine for the collector set and a fine example of the varietal.” Almost every adjective and noun pushed someone’s buttons, with “masculine” and “sexy” singled out for extensive condemnation. Who knew the path from wines to lines could be so fraught?

This session elicited responses from two admittedly more notable wine writers. In her article, “The evolving language of wine” (https://www.jancisrobinson.com/articles/evolving-language-wine), Jancis Robinson writes: “I guiltily did a quick search of the 200,000+ tasting notes published on JancisRobinson.com since 2000 and – sure enough – found 192 masculines, 147 feminines and 37 sexys, although many of them were quotes from producers, or were preceded by the get-out ‘stereotypically’.”

Without an ounce of guilt, I decided to scan through my 450 notes on wines I sampled between 1969 and 1979.  I found three that contained “feminine” and none with “masculine” or “sexy.”  (More on how I’ve been making up for this omission lately below.) Here is part of my description of a 1962 Château Margaux that I tasted on 2 October 1977: “… Lovely medium deep elegant mature color. Flowery perfume – vegetable bouquet prominent at first – with air – nose becomes better balanced – flowery, fruit, herbal. Delicate flavor – flowers and fruit fade rapidly into a lovely long finish. Very feminine. Overpriced [at $27.50 less 10%, mind you], but interesting…” My reaction to a 1967 Corton “Hospices de Beaune” consumed on 12 January 1976 concludes with “A very pretty, feminine burgundy.”   And then there is a 1970 Gevrey Chambertin sampled on 7 November 1975: “…Light, elegant well balanced taste – very feminine taste.” Decades after they were written, these records of wines help me recall the experience of drinking some truly exceptional bottles.  Until recently, I would engage in a parlor game with my dinner guests and ask them to read a description I had written decades earlier to see if I could recall which wine it corresponded to.  Gender terms are among those useful in stimulating such memories.

W. Blake Gray blogged his reaction to WWS21 under the heading “Professional wine tasting notes are for the reader, not the writer” (https://blog.wblakegray.com/).  A long time hater of sessions on tasting notes, Gray offered a two-part rant focusing on the purpose of describing a wine in words. While I appreciate his complex and nuanced arguments, I take issue with the following: “Nobody should call a wine ‘masculine’ or ‘feminine’ in 2021 because nobody knows what that means anymore; half the women in San Francisco can kick my ass, and the other half say, ‘What do you mean, only half?’”

I certainly have no trouble knowing what masculine and feminine mean in the biological sense and have an unambiguous notion of what I mean when describing wines with these terms.  Also, there are plenty of wine terms being used that have no universally recognized meaning. For example, consider the pervasive “minerality” which carries with it the additional absurdity that rocks have taste or smell. Instead, what we are doing here is using the terms as metaphors which can evoke memories of similar tasting experiences.  They are certainly not intended to be offensive or to be in any way exclusionary. The latter was the justification given by the panelists for retiring these terms without any evidence, anecdotal or statistical, that folks are traumatized by their use.  Certainly, men enjoy wines described as feminine just as women enjoy wines described as masculine. In an inane conflation, Denig advises: “Next time you’re tempted to use a gender-focused tasting descriptor, think about how you would react if someone characterized a wine as ‘white/Black’, ‘gay’, or ‘elderly’ on the palate. If you’d find any of these terms offensive, then imagine how some of us men and women feel.” I’m sorry, I simply don’t buy into this comparison and even find it offensive.  

I remain unchastened. In fact, I have since increased my use of these terms and even found a way to acknowledge those who have not made up their minds which sex they are.  At one of the tasting rooms in which I pour, there is a wine that naturally lends itself to being described in gender terms. It is a lovely pour that starts masculine, i.e., rustic and funky, then gets in touch with its feminine self, exuding floral and perfumed aromas, before returning to show its more macho side. This single vineyard Pinot noir is a shining example of a gender fluid fluid! Far from offending visitors, my characterization is appreciated, revelatory, and even endorsed.  No one has pushed back, and sales are good for this higher priced bottle.  Denig made this offer to those who might be offended:  “Next time a winemaker, tasting room employee, or sommelier uses a gender-focused descriptor, feel free to check them. Or send them my way.”  I look forward to her call.

“Sexy” also came under attack.  One of the WWS21 panelists termed it awkward. But once again, these PC word police have arrogated the responsibility to purge the language of descriptors that they deem inappropriate without offering any evidence of the need to do so beyond their feelings or the feelings of those they seem to want to represent. But since “sexy” is used to describe a particularly alluring or seductive bottle without any reference to the various facets of the act like who, how many, what, what kind, where, how often, and with which parts, the word should remain in the lexicon of terms.  One is free to ignore the term or use his or her imagination to personalize its meaning.  “Slutty” also came up and in the heat of battle, I agreed in the chat that this was an unacceptable term.  I hereby withdraw my objection.  I have in fact had wines that were overly generous and a little too eager to please.

Like Denig, the same panelist who had problems with “sexy” labeled “masculine” and “feminine” “lazy cliches,” and was joined by his fellow scolds. But like all imprecise descriptors, really the preponderance of those used for wine, they are merely suggestive and can elicit memories of similar wines. If you want to attack a term for being lazy, look no further than the afore mentioned “minerality,” the pandemic use of which has led Alex Maltman, a noted Welsh geologist and winegrower, to produce a stream of articles and a book to set straight the record.  It is also a term for which there is no consensus definition. Everyone seems to acknowledge, and science provides solid evidence that one’s perception of wine is subjective. Compound that with different cultural references and experiences and no one can expect anyone else’s tasting note to precisely reflect his or her perception. Furthermore, tasting a glass of fine wine over a period of time is like dipping your feet into a stream.  It is never the same moment to moment.  

And what about wine scores?  Despised by many but used, nonetheless.  Even WWS21 keynoter Jancis Robinson expressed her disgust with them yet still assigns them. As an applied mathematician, I regard scores as a most egregious form of number abuse ironically referenced with reverence by innumerates!  Should I start a movement based on my bruised sensibilities to ban their use? Better to simply ignore them.   

While free speech is a precious right, there is no inalienable right not to be offended, especially on behalf of unnamed others.  As such, I am not particularly interested if you find my terminology lazy, inappropriate, non-inclusive, or dated.  It works for me and likely others who use it or resonate with it. If you can’t stand the reference, take heart, many of us are boomers who are slowly leaving the wine scene. I hate tasting notes anyway. What these verbal prohibitionists are advocating is a one size fits all version that will certainly make them so diluted that they become even more useless.  Nevertheless, this free speech absolutist welcomes all voices in wine writing and believes that all should be heard…including mine.

Now go ‘way and let me nap.

Lees Filter Press Operation: Save Money While Reducing Juice Racking Losses

cold pressed wine machine

By: Tom Payette, Winemaking Consultant

During harvest, the winemaking staff will often cold settle the juices for white wine making and potentially for cold pressed reds to be made into a blush/Rose style wine.  Many smaller wineries may collect the sludgy bottoms of the tank and try to ferment them unsuccessfully.  Others will simply allow the bottoms to go down the drain.  Both approaches result in an immediate financial loss to the winery either through quality or juice volume loss.

  Another approach through the use of a lees filter press unit will allow for the recapturing of these “bottoms” off their rackings and allow these juices to be fermented into a very desirable wine.  The lees filter press units have often been said to pay for themselves in the first two to three years if used properly.  This may happen sooner depending on the size of the winery and the ratio of red to white wine production for a particular winery.

Financial Impact Example

  If a winery presses 40 tons of white grapes per year one could expect the following depending on the variety of white grapes and their average yields.  Forty tons may result in approximately 6900 gallons of juice.  After cold settling for approximately 24 hours, the winemaker may rack off 6600 gallons with a potential loss of nearly 300 gallons.  The 300 gallons left over may actually result in 250 gallons of clean juice after filtering through the lees filter press.  This may, after normal winemaking losses, result in a 1200 bottle recapturing of wine from potential waste and that, represented in dollars at an average $10.00/bottle return, is $12,000.00.  Soon this non-glamorous and down right dirty operation becomes of interest!  Not to mention the wines usually ferment out very nicely – sometimes better than the clear racked juice !  The above calculations are financially conservative and an average.  Results may vary depending on many juice components such as pectin, pH, temperature and solids content from the crush pad equipment.  The individual winery tank sizes and configurations may also affect these numbers.

Setting up the Filter

  It is always recommended to follow the directions that come with the unit when possible.  Please refer to these first as your primary source of information.  If directions are unavailable, use the guideline below to get started.

1.   Back off the screw portion on the lees filter press to open the gap for access to the filter plates.

2.   Carefully examine the filter plate cloths (canvases) and look for abnormalities such as rips, tears or creases.  Do all the cloths look the same?

3.   Examine the filter plates and make sure an understanding is established on the unit’s juice flow inside the filter.  Make sure all the plates line up properly and that the end plates are positioned properly at the ends.  Does the plate configuration align with the fixed plates on the filter ends?

4.   Determine where the juice goes into the filter and how it exits.

5.   Close the unit and pressurize to the normal or recommended pressure making sure all the plates are firmly held into place.  Check that the canvases are not pinched or creased possibly creating a leak when filtration begins.

Process

  This process is very easy once one gets the hang of it.  At first the winemaking staff may look at the process in disbelief that another operation will take place during crush.  After time, it is a fun rewarding process and many can master ways to reduce the mess greatly.  Using this step by step operation will become a template for helping this process along toward success.

  Set up the lees filter properly and according to the instructions if they were provided.  If not – study the piece of equipment to understand how it works (see above).  The overall process summary is that the sludge juice is mixed with DE (diatomaceous earth) and under large pressure forced through canvas filter covers.  The canvas will hold back the DE and dirty juice mix sludge and will ultimately become the filter matrix.

1.   Perform a clean racking on a white wine juice after cold settling with enzymes and SO2 only.  One may use other fining agents potentially at this step.  The main agent not to use is bentonite.  Bentonite will scertainly throw off the lees filter process and lead toward major frustrations and filtration failure.

2.   Collect the racking bottoms in another tank or leave them in the same tank if one can perform the rest of the procedure properly in the tank in which the juice was initially collected.

3.   Measure and record this volume of juice settling bottoms for internal and TTB recording purposes.

4.   Be able to continuously mix these juice bottoms with a guth style mixer or with a food grade plastic shovel.  (For time reasons the author recommends a guth style mixer in the racking valve of the tank)

5.   Add 50 pounds of 545 DE per 1000 liters (264 gallons) of juice bottoms and continue to mix.  (Please investigate DE and its potential hazardous conditions before using this product and remember to wear all safety equipment necessary.  This product may be hazardous to your health.  Consult your onsite Materials Safety Data Sheets)

6.   While mixing continuously attach a hose to the lees filter press inlet from the bottom valve of the “sludge tank”. 

7.   Open the valve and allow the juice DE mix to flow to the unit inlet.

8.   Start the operation of the unit with the plates well sealed together at the proper recommended hydraulic pressures.

9.   Have a piece of hose lead into another tank or bucket to catch the first amount of filtrate that comes through.  This is often very dirty at the beginning of the operation.  The winemaker may return this juice to the sludge tank to eventually be filtered again.  (This amount is often less than 10-15 gallons depending on the unit, juice and the operator)

10. Once the filtrate is “clean” start to capture that juice in another tank. Record volumes as needed.

11. Continue to monitor the process by checking on the unit from time to time.  Listen to the unit as a rhythm will be established and one can watch the unit out of the corner of his or her eye.

12. The pressure build-up will progress over time and the unit pump will engage with larger time intervals in-between.  This is a sign the unit filtration is clogging and the unit may need to be re-established removing the cakes formed.  The flow rate will slow and become an unproductive process.

  Important note:  Keep an eye on the operation and the mixer.  As the juice/DE mix nears the racking valve (typical mixer location), turn the unit off to avoid mixing to a “froth”.  At this point substitute with mixing by hand using a food grade shovel or similar action.

Stopping the Unit

1.   When to stop the unit is a judgment call.  This can be in-between pressloads from the crush pad or other operations of the normal winery day.

2.   Turn off the machine.

3.   Unplug the unit (optional but recommended).

4.   Immediately shut the valve at the receiving tank.

5.   Immediately shut off the valve at the sludge bottoms tank.

6.   Drain off any clear juice and place in the filtered juice tank.

7.   Depressurize the unit if drawing off any clear juice did not perform this operation already.

8.   Release the hydraulic pressure cylinder and back the filter plates off one by one.

9.   While moving the plates backward, try to remove the solid “cakes” of DE and solids from in-between the canvases.  These may remove easily if the process went well and the ratio of DE to juice mix was formulated properly.  If a slimy cake developes – change the DE to juice mix ratio.

10. Once all of the cakes have been removed rinse the unit, the canvases, all interior and exterior portions and reassemble the press to start again.

11. Plug the unit back in, open valves as necessary to restart the unit and restart the unit. Remember to catch the first filtrate since this may not be as clear as desired and return to the unfiltered tank sludge bottoms.

Collecting Juices

  Multiple lots:  During harvest the winemaker may find the tank space crunch and the speed of the fruit coming in the winery door may necessitate blending of pre-fermented juices.  This can been done with success: however, strict records need to be kept to be able to track certain lots, with chemical data, so adjustments can be made to each juice and its contribution to the blend.  Juices have been stored with success, as well, during the early stages of harvest for a couple of days.  If the winemaker presses 4 tons on one day and more fruit is expected in the next two days, the winemaker may chill the juice bottoms collected, potentially add additional sulfur dioxide, and store the juices until a large enough run has been gathered to justify starting the lees filter press operation.  Collect all volume data before and after operation to be able to report all blending activity.

Reducing the Mess

  Every winery layout and lees filter will vary significantly.  Try, however, to locate your lees filter press close to an electrical outlet that will run the unit and close to your raw materials such as DE, sludge bottoms (or a permanently designated “sludge bottoms” tank) and crush pad.  The lees filter press should be located in an area near a drain and water source so hosing down the unit will be convenient and reduce the mess.  Place the filter where the blow-by rinse water will not land on electrical plugs or other areas and equipment that may be difficult to clean afterwards.  Use warm or hot water since this will help greatly to neutralize and dissolve the sugars of the juice from the equipment and canvases.  If possible try to capture the “cakes” of DE as they fall off the filter plates after disassembling the lees filter.  This can be done with a bin or tub.  Otherwise shoveling may be needed.

  One does not need to clean the unit immaculately in between cycles or setups in one particular day.  More of a gross cleaning will suffice to set the unit back up and get rolling again.

Some of the Downfalls of a Lees Filter Press

  If a great understanding of how the unit works is not established the unit can become a great source of bad cross-contamination.  The units are easy to clean but one must make sure to flush out areas such as the piston pumps, surge tanks, inlet centers, sample valves, canvas sheets etc.  Flush all parts with copious amounts of water. Make certain to store the canvas cloth plates so air may pass between them after cleaning, otherwise a mold/mildew may form.

  Store the unit inside when not in use.  Do not leave the unit outside for extended periods of time after its use.  Sunlight will break down the canvases and they will need to be replaced sooner than normally expected.  This goes beyond the normal problems associated with storing any electrical equipment outside.

  Space: These units are usually large size in order for them to do their job properly.  They take up large amounts of space when not in operation.

Conclusion:

  The lees filter press is a very rewarding operation to the winemaker and the financial bottom line of the winery.  Once the cellar team integrates this extra operation into their harvest routine it becomes a “piece of cake”.  It looks difficult and laborious but it can become extremely easy.  Investigate your operation to see if it makes financial sense to add this piece of equipment to your cellar.

  Once you add this piece of equipment reward your cellar crew in some form or fashion to recognize them and say:  Thanks for helping our business succeed!

Messina Hof Winery: Tapping Into Keg Wine

wine cellar in a winery
Photo Courtesy of Messina Hof

By: Nan McCreary

One of the hottest trends in the wine industry today is wines on tap. Far from its inauspicious beginnings in the 1970s when haphazard equipment and practices marked the keg wine debut, drinking wine on tap is now a totally different story. Dramatic improvement in equipment and a better understanding of operations have led to a boom in the market. Many bars, restaurants, and wineries now offer premium tapped wines by the glass and even the growler.

  One enthusiastic advocate of wine-on-tap is Paul M. Bonarrigo, CEO and winemaker at Messina Hof Winery, a pioneer in Texas wine and one of the oldest and the most awarded wineries in the state.

  “We’ve always kept our finger on the pulse of what’s happening nationally, and we saw that the trend of wine-on-tap was coming back,” Bonarrigo told The Grapevine Magazine. “In 2013, we decided to build a prototype at our Estate Winery in Bryan, which allowed us to learn the system and do small-batch kegging and get feedback from customers.” 

  The introduction was extraordinarily successful, Bonarrigo said, so Messina Hof started branching off into bars and restaurants. Today, the winery has wine on tap at all of its four winery locations: Nine in Bryan, four in the Hill Country, 18 in Grapevine and 24 at its newest location, Harvest Green Winery & Kitchen in Richmond, near Houston.

  For Bonarrigo and a host of wineries, bars and restaurants, wine-on-tap is the future. In a wine-on-tap system, wine is pushed out of stainless steel kegs and into plastic tap lines with inert gas, either argon or nitrogen or a blend of nitrogen and C02. Using stainless steel containers and inert gas prevents oxygen from getting into the system, maintaining the wine’s freshness. Tap wine is typically stored in 20-liter kegs, which yield 26.6 bottles of wine or 120 glasses. The wine will stay fresh for months — the last tap will be just as clean and bright as the first.

  “For the bar or restaurant, it’s a huge savings,” Bonarrigo said. “No matter how efficient you are, you will always have product go down the drain with bottles, whether it’s from oxidation or just a spoiled wine.”

  The retailer also saves costs related to bottles, corks and packaging that is no longer needed. Keg wine prices range from $150 to $250, which makes them cost-effective. Some experts say that keg wine saves about 50 cents a bottle or $6 a case. Keg wine is eco-friendly too. Kegs are reusable, reduce waste generated by commercial packaging, save trash from landfills and reduce an establishment’s overall carbon footprint. Over its lifespan, a keg will replace one ton of bottles.

  For the consumer, wine-on-tap offers guaranteed freshness in the product, plus more options to try a variety of wines. “We are now seeing more premium wines on tap,” Bonarrigo told The Grapevine Magazine. “When we first started, many wineries were selling house wines from the keg. Now we’re seeing wines at $12 to $15 a glass on tap.”

  Consumers also see more options in serving sizes, from small taste-size pours to liter-sized carafe servings. According to Bonarrigo, the most popular option at Messina Hof is wines by the growler, which customers can fill and bring back over and over again. “We sell a ton of growlers,” he said. “The growler concept drives the train on what kind of wines we keep on tap, which are wines that are very approachable and easy to drink, wines that people can enjoy with an everyday dinner.”

  Typically, kegs are for wines meant to be enjoyed young, which is 75% of the wines sold in America. Both red and white wines are available, although red wines may be barrel-aged before transferred to a keg. At their Harvest Green location, which features a restaurant, Messina Hof serves 12 products from 24 taps, including dry to sweet white and red wines and even a Port.

  “Harvest Green is a fun environment,” Bonarrigo said, “and people are just coming out to have a good time, so we sell more tap wines there than at our other locations.”

  Occasionally, Bonarrigo changes out wines, depending on what the vintage yields and how the wines are moving. If it’s a “hot mover,” he will keep it on tap. He also offers “niche” wines occasionally. For example, he’s now adding a Rosé wine, which will be on tap during the spring and summer season.

  The biggest challenge to keg wine, according to Bonarrigo, is ensuring the kegs are clean before refilling. “Optimally, we deplete and refill kegs every six months,” he said. “Anytime you keep wine for an extended amount of time, you could get spoilage without even realizing it. You could also get some oxygen seepage. I especially worry about my white wines, and I tap them often to make sure they’re still fresh.”

  While these keg systems are not difficult to clean — the operator uses the gases and pressure to run hot water and a chemical solution through the system — it’s important to be vigilant. If the tap lines are not cleaned properly, it can cause off-flavors and a diminished experience for the guest.

  Messina Hof’s tap systems vary by location, and with the recent opening of Harvest Green, the winery was able to take advantage of the newest advances in this rapidly developing technology. In this system, lines go through cold plates to cool the wines as it goes to the tap, offering more convenience than set-ups that require pre-chilling of the wine. In other words, the wine goes in warm and comes out cold. 

  “This system is easier to set up and manage,” Bonarrigo said. “When the keg is empty, we just put another keg on the line rather than have to wait to chill a new keg. This way, you always know what you’ve got, and it’s easy to switch kegs in mid-service.” 

  Bonarrigo also installed a nitrogen generator at the Harvest Green location. “It’s more expensive,” he said, “but we don’t have to manage nitrogen tanks. Plus, nitrogen does just as good a job as argon.”

  Occasionally, Bonarrigo will use a Guinness Blend — 75% nitrogen and 25% CO2.  “This is fun to do with wines like Moscato. It gives them a spritz of effervescence without carbonating it.”

  He has yet to try sparkling wine on tap since they require a dedicated system that uses 100% CO2 to preserve the kegs in the fizz.

  With the increasing popularity of wine-on-tap, many bars and restaurants are adding more wine taps to their handles. Some are even retrofitting existing beer taps into wine taps. Wine taps require a higher grade of stainless steel and special tubing—and use different gasses — but they are still a viable option that can reflect an establishment’s business goals.“

  It’s a very smart strategy for bars and restaurants, especially if they already have a tap for beer, to convert one or two of their handles to wine,” Bonarrigo said. “In the long term, this is going to be something that sticks. As logistics get better and keg wine gets easier to manage, wine-on-tap will continue to be a big trend.”

  Clearly, wine-on-tap is here to stay. Sure, you won’t be seeing a Grand Cru Burgundy wine or a First Growth Bordeaux on tap. And you may lament the ritual where a sommelier opens a bottle at your table and invites you to sniff the cork. But as wine-on-tap becomes more fashionable, the choices in your glass will follow. For the oenophile with an open mind, it’s an exciting time to be exploring the world of wine.

How Does Your Safety Program “PAIR” With Your Workers?

repairman at maintenance work

By: Michael Harding, Senior Risk Solution Specialist, Markel Specialty

With the intensity of the wine season gearing up and peak times just around the corner, how prepared are you to protect the health and safety of your workers? Protecting your employees is crucial to attaining your orchard and vineyard goals and having a successful operation. Having a solid and functioning safety plan in force results in better productivity, enables your workers to thrive and contribute to the performance of your business.  A good safety program is a win –win for everyone!

  Regardless of the size of your operation, it is your responsibility as an employer, to have a safety program in place.  Depending on the size of your operation, your safety program may be informal or it may need to be more formal in nature – every winery is different. You’ll obviously want to abide by any government safety regulations that apply but there are also several safety management practices that will help you better demonstrate your commitment to safety, provide a safer working environment for your workers and yield you more efficiencies within your business. 

  It is not uncommon for a winery to produce a safety manual from an online template, issue it to their workers, briefly review it during a new employee training session and in turn, believe they have an effective safety program. Even though doing this is important, there are additional ways to visibly support your safety program to the point where it actually becomes “operationalized” into your day-to-day activities.  Outlined below you will find some of the ways we have found to be very effective to visibly demonstrate your support of your safety program.

Effective Ways to Promote a Safety Program at a Winery Safety Policy and Program

1.  Draft a safety policy statement and sign it, better yet, have all of your supervisors sign it too.

2.  Make sure that your workers receive this policy statement either through an employee handbook, an employee bulletin board posting or through new employee orientations and meetings.

3.  Safety responsibilities should be formally assigned to a single individual to coordinate safety compliance efforts, accident investigation, and emergency procedures.

4.  Verify that appropriate safety responsibilities are also defined for everyone else.

5.  Work with either your insurance carrier or your insurance broker to establish an internal claims cost containment or return to work policy to reduce post-accident injury expenses.

6.  Hold supervisors accountable in annual performance reviews in part for safety objectives and/or the accident results of their workers.

Safety Rules and Standards

1.  Workers need to know how to safely do their job by having general work procedures and safety rules developed for your winery operation. High risk procedures like confined space entry, lockout / tagout, any work at heights, etc., need to be in writing.

2.  Safety rules are as important as any other part of your business. Write them so they are simple and easy to understand. Distribute them to all workers and have them sign an acknowledgment of understanding. Also post them in a common area as a reminder to everyone.

3.  Have a disciplinary system in place to deal with any safety rule violations.

4.  Develop a plan for winery emergencies like natural disasters and fires to make sure your workers know how to effectively respond in emergency situations.

Safety Training

1.  Make sure you have a safety orientation plan in place. Complete the orientation before workers begin a new job. Workers need hands on job training.

2.  Train your supervisory personnel so they can conduct safety inspections related to workplace safety hazards or applicable regulations in their area on a regular basis.

3.  Review your winery operations to determine the safety training needs for all work areas. This would include areas such as: emergency response to fire or injury, confined space, electrical safety, handling of chemicals, fall prevention and wearing of personal protective equipment, just to mention a few.

4.  Supervisory safety training sessions should be held regularly, addressing the following: accident investigation, conducting safety talks, understanding workers compensation, complying with government safety regulations, completing safety inspections, and controlling employee accident costs, as needed.

Safety Inspections

1.  Formal safety inspections should be conducted regularly by supervisors or other management staff. Document the results of these inspections.

2.  On a daily basis, supervisors should routinely conduct informal safety inspections with any negative findings documented and corrected.

3.  Consider developing customized safety inspection checklists for each area to ensure your inspections are thorough and consistent.

4.  Have a follow-up system in place to make sure that systematic corrective action is being taken on the deficiencies noted during safety inspections.

5.  Regularly update your safety inspection procedures and checklists by utilizing information generated in accident investigation reports so you can prevent recurring incidents.

Accident Investigation

1.  Have a supervisor (of the employee) investigate all injuries requiring medical treatment along with any “near misses” to make sure they don’t happen again.

2.  Maintain accident statistics about injuries that occur in your winery operation and review them regularly in management staff meetings. An accident occurring within your facility should be considered a significant winery operational deficiency and you should appropriately take corrective measures for each one.

3.  Focus on fact finding, not fault finding to avoid attributing accident causes to employee carelessness or possible fraud on accident investigation reports. Identify the underlying root cause(s) for each accident.

4.  Have a first aid treatment procedure in place to help effectively reduce the severity of work-related injuries. You should include:

a)  A properly stocked first aid kit. The American Red Cross recommends: https://www.redcross.org/get-help/how-to-prepare-for-emergencies/anatomy-of-a-first-aid-kit.html

b)  Eye wash station(s). Grainger has an article describing where eye wash stations should be placed: https://www.grainger.com/content/qt-emergency-shower-eye-wash-stn-req-120

c) Employees trained / certified in first aid. First aid training is often available through local organizations such as the Red Cross, local fire departments, EMS, etc. Check your local area listings.

Personal Protective Equipment (PPE)

1.  Conduct a hazard assessment of your winery operations to determine any personal protective needs and requirements for your workers. Make sure appropriate PPE is readily available to all workers, they are trained in its use and they follow all established requirements.

2.  Hold your supervisory personnel responsible for enforcing the use of PPE devices. This would include such items as safety glasses, proper footwear, gloves, and hearing protection, etc.

3.  On a periodic basis, review accident and inspection reports to evaluate the use or need for any additional personal protective equipment devices.

Motivation

1.  Demonstrate safety is a priority at your winery by holding regular meetings with your workers and supervisors to talk about any safety concerns. Keep minutes of each of these meetings with what was talked about and who attended.

2.  Have an “alternative duty” transitional work program in place to encourage injured workers to remain on the job in restricted capacity.

3.  Consider having a constructive policy in place to address workers who have had two more injuries or property damage accidents during any twelve-month period of time.

4.  Establish ideas and plans to motivate all workers to follow existing safety policies/procedures in an effort to achieve specific safety goals through such methods as personal recognition, bonuses, awards, etc.

Mechanical Safeguards

1.  Survey any high accident areas, materials, processes or buildings annually if you are having occurrences to specifically evaluate the adequacy of your equipment safeguards and/or OSHA machinery guarding compliance.

2.  Identify and provide appropriate signage where guarding is required. Develop procedures when guards are required to be removed for service or maintenance.

3.  If protected by interlocks or safety switch, inspect these systems regularly to verify that they have not been disabled or bypassed.

General Operating Conditions

1.   Maintain good housekeeping practices in all of your working areas so as to reduce slip, trip and fall hazards.

2.   Prohibit the climbing on racks in any storage or warehousing operations. Provide and encourage the use of sound, sturdy ladders.

3.   If forklifts are used, provide required training to all operators. Order pickers, if used, must work from an approved platform and wear appropriate fall protection.

4.   Tractors, mowers and other power equipment should be provided with appropriate rollover protective devices (ROPS).

Vehicle Safety

1.   Motor vehicle records should be routinely obtained for all new drivers and updated annually.

2.   Motor vehicle records should be evaluated using a defined point system for all drivers on an annual basis.

3.   A record of training should be maintained on file for all personnel who have access to and operate vehicles, farm equipment, vans or other powered equipment during the course of their employment.

4.   Accident reporting kits should be kept in all vehicle glove compartments.

5.   Drivers should conduct vehicle inspections daily.

Conclusion

  At the end of the day, safety doesn’t need to be complicated. You can keep your program simple so that it meets the needs of your winery. Remember that:

•    Safety doesn’t happen without the person in charge and everyone else standing up and taking responsibility.

•    No one single person can be responsible for safety – more people making safety a priority correlated to fewer people being injured.

•    Stay with it – safety isn’t about written rules and handbooks, it’s about thinking about the potential dangers and what needs to be done to keep everyone safe.

By “pairing” these safety program components with what you and your workers do, you’ll be better prepared to meet the busy times ahead with safer and fewer injured employees. You, your employees and your business will all benefit!

  The information provided in this article is intended for general informational purposes only and should not be considered as all encompassing, or suitable for all situations, conditions, and environments.  Please contact us or your insurance professional if you have any questions. Products and services are offered through Markel Specialty, a business division of Markel Service Incorporated (national producer number 27585).  Policies are written by one or more Markel insurance companies. Terms and conditions for rate and coverage may vary.

For More Information Please Call Us At: 800-814-6773 Or Visit Our Website: markelinsurance.com/winery

Post-Pandemic: How Small Wineries & Vintners Can Get Back to Business, Better!

people toasting with wine glasses

By: Rod Hughes

Wildfires, faulty tanks, flooding, a pandemic, lockdowns, water shortages, tornados, tropical storms – the past two years have been, in a word, biblical in terms of challenges faced by vintners and winemakers.

  However, like the rest of the U.S. economy, there are signs of positivity on the horizon. Pandemic restrictions are loosening, and Americans seem eager to travel and resume their former leisure activities. This includes touring wineries as well as resuming their search for those great bottles to share with friends.

  This reality presents both opportunities and challenges to those in the winemaking industry.

  The challenges are not inconsequential: Northern California wineries faced savage wildfires in 2017, 2019 and 2020, leaving many around the country with the impression California wineries were irreparably harmed. In parts of Maryland, some wineries are still trying to put the pieces back together after Tropical Storm Isaias last summer. And let’s not forget the pandemic shutdowns, limited capacity re-openings and economic pain felt universally across all wineries. 

  However, the opportunities for those that made it through may be just as powerful.

EAST COAST SOLUTION

  One example is Old York Cellars Winery in Ringoes, New Jersey. Shutdown in March 2020 like much of the country due to COVID-19, owner David Wolin — a former attorney — gathered his staff and brainstormed.  (Photo: David is 3rd on the left)

  “We knew what we couldn’t do, and it was a lot,” Wolin explained. “The question was what could we do in this new environment?”

  Wolin and his team quickly turned to one of the major challenges for independent wineries: direct shipping to consumers.

  Winery direct-to-consumer shipping is legal in 47 U.S. states, each of which regulates its own system. Regulations, taxes and various packaging requirements can vary. However, Wolin and his team had time on their hands (they would reopen, albeit under strict New Jersey Department of Health restrictions, with limited capacity in June 2020). So Wolin put his legal training to work and secured approval to ship his Old York Cellar wines to 15 other states as well as Washington, D.C.

  In short order, he found a niche market and started shipping wine as far as California and Oregon. Much of the direct shipment was coupled with virtual wine tastings as customers reached out from all over the U.S. looking for creative ways to stay connected with friends and family through virtual activities. By the end of 2020, Old York Cellars experienced a 545 percent increase in online sales and swung from an early 2020 revenue loss of more than 70 percent to end the year up by 13 percent overall.

  For this New Jersey winery, its pandemic recovery began when it took on one of an independent winery’s biggest sales obstacles and found a way to turn it into a success.

WEST COAST SOLUTION

  Another example of finding opportunity amid challenge is Healdsburg’s Longboard Vineyards in California’s famous Sonoma wine region. Like Wolin in New Jersey, Longboard’s Head of Hospitality Heidi Dittloff and Oded Shakked, the owner and winemaker, had to reinvent the business following the March 2020 shutdowns.

  “We were at a stand-still, like a lot of businesses at that point, trying to figure out how to stop hemorrhaging cash while also looking for new revenue sources,” explained Dittloff. Like many pre-pandemic wineries, Longboard’s online sales were only between 1 and 3 percent of its annual revenue.

  “Of course, looking back, ecommerce seems like the default route. Just take your sales online. Simple, right? Um, no,” said Dittloff.

  Like many small wineries, outdated software and robust websites tailored for ecommerce sales had not been a priority. Before COVID-19, it could take shoppers up to 10 clicks to purchase a bottle of wine on a typical small winery’s website. In the age of Amazon’s One-Click mindset, that’s nine clicks too many.

  Dittloff’s solution was to re-examine the sales funnels for Longboard.

  The majority (more than 70 percent) of sales for most wineries before the pandemic came from three areas: tasting rooms, wine clubs and wholesale. The shutdowns and later limited capacity requirements of 2020 effectively took in-person sales off the table, as wholesale transactions dipped temporarily. Pivoting to touchless curbside pick-up and leveraging their wine clubs helped, but the key to surviving was replacing the lost tasting room sales funnel. Longboard accomplished this through what Dittloff called “data hygiene.”

  This meant closely examining all consumer data available, understanding new buyers versus pre-COVID buyers, and designing offers that matched buyers’ needs. To do this well, Longboard also had to reinvent its website as well as completely overhaul its shopping cart to create a more user-friendly environment that limited clicks, provided buyers with their order history and created stunning visuals. This also meant updating the winery’s Point-of-Purchase system.

  “None of this was cheap,” Shakked noted. “But it was either invest or vanish because no one knew back then how long the pandemic shutdowns would last.”

  With improved customer reach and systems tied to aggressive outreach on social media to bloggers and area businesses, Longboard grew its online sales from 1 to 30 percent of its revenue, replacing nearly all of its lost tasting room sales. The key to growth in 2021 and beyond, said Dittloff, is to maintain those online sales as restrictions ease and the tasting room business returns.

  “There’s a lot of opportunity for wineries like ours to come out of this pandemic stronger than when it began,” said Shakked. “Pursuing those new sales funnels and making better, smarter use of data will be critical to that future growth.”

ONGOING SOLUTIONS

  For many independent wineries and vintners, undertaking the paperwork headaches, sales tax collection and reporting, as well as the logistics of shipping wine to dozens of other states, is too heavy of a lift. For some, so is a complete overhaul of its web, ecommerce and POS systems.

  This is where a solid communications strategy can play an integral role in helping independent wineries rebound from both the pandemic and all that came before it.

REINVENTION

  One early and likely ongoing solution that will continue to be needed is the reinvention of outdoor spaces. Despite re-openings, some customers aren’t going to be completely comfortable going back indoors. This means, especially for the purposes of enticing wine club and other regional customers, developing seasonal or quarterly “makeovers” of outdoor spaces. While the upfront costs and sweat equity can be considerable, they can be recouped through a thoughtful email and social media campaign promoting the spaces. Done well, these reinvented spaces can present customers with something new or different to see several times per year while also purchasing your wines.

  Old York Cellars has done this successfully, creating a Winter Wine Village on its 28-acre property in late 2020 and early 2021, complete with decorative cabanas, high-end fire pits and posh outdoor furniture. A tented “Spring Wine Village” offers a similar vibe at Old York Cellars with a focus on new views, a dining menu and a return of outdoor entertainment, as well. Cana Vineyards & Winery in Middleburg, Virginia took a similar approach, creating 10 cozy fire pit areas on the lawn overlooking its 43-acre property and nearby mountains. Patio heaters on the winery’s outdoor decks and front porch created warm winter spaces along with ceiling heaters and an outdoor pavilion with stunning stone fireplace. S’more kits were also available for purchase.

  By mixing up the outdoor experience for customers, small wineries can offer something fresh and new for regional customers, road-trippers and wine club members to bring them back. These outdoor makeovers also present opportunities for email marketing and public relations to introduce customers to a remodeled venue as well as special offers.

A COLLECTIVE VOICE

  Additionally, small wineries should closely examine working with their local grower’s associations and/or chambers of commerce to come together with a single voice on their industry. Consumers are likely to remain unsure of what is and isn’t possible with travel and tourism businesses for some time. Using a collective voice to let travelers know that area wineries are open for business is key.

  Partnering with other business or marketing associations can also reveal additional opportunities for wineries to grow their way out of the pandemic and its economic challenges. A great example of this type of partnership is the collaboration of the Napa and Sonoma wineries working with LuxeSF, a B2B partner network comprised of sales and marketing professionals focused on luxury marketing in the Bay Area. As recently as April 2021, LuxeSF hosted a panel of small wine producers to talk about what happened in their industry in 2020 and offer tips and best marketing practices going forward for independent vintners.

MAINTAINING THE PULSE

  Surveys, of course, are an ideal way to stay connected to winery customers. They have the added value of not being seen as an overt sales tactic. Not only can these surveys help to keep small wineries top-of-mind, but they can also be great tools for gauging customer sentiment and crowdsourcing ideas as the country reopens. For instance, a survey about how customers might feel about a “garden party event” this summer or fall is a great way to gauge how to best address the potential use of masks as well as possible turn-out.

  Surveys about continued virtual tastings, satisfaction with prior wine shipments and ecommerce experiences can also provide vital insights into the continued strength and likelihood of these pandemic-induced sales channels.

BECOMING PUBLISHERS

  Finally, and this is a recommendation that should not be dismissed out of hand, wineries need to become content publishers.

  The world has changed, and we’re now in the experience economy. A consumer’s personal experience with a brand, service or winery can drive sales. And in a world where smartphones are ubiquitous and even grandparents are mostly on one form of social media or another, wineries need to feed consumers’ insatiable appetite for content.

  If wineries produce no other form of content (and they should produce a variety, just like their wines), it must be video. Video content should run the gamut, including tours of the vineyards, the first crush of the season, 3 to 5-minute video winemaker interviews on topics for aficionados, as well as casual tasting room tourists, 30-second event update videos and more. These videos should be shared across all the winery’s social platforms and promoted via email marketing and the website. Consumers are 37 times more likely to engage with a piece of video content than a newsletter, blog or long-form article.

  But that video needs to be brief and packed with good, non-sales information. They also need not be slickly produced. In fact, millennials and Gen Z consumers find simple smartphone videos to be “more authentic.”

  The pandemic is just the latest in a string of challenges to wineries, but it’s also likely to have one of the most profound and lasting effects on the industry. The good news is all wineries will have ample opportunities to rebound from this latest challenge, but it won’t be a return to normal or even a “new normal.” Rather, what comes next must be a new approach to how the business of wineries and vineyards are conducted and how they engage with their customers.

ABOUT THE AUTHOR  Rod Hughes is vice president and principal with Kimball Hughes Public Relations. A former journalist and frequent public speaker, he can be reached via email at rhughes@kimballpr.com or by phone at (610) 559-758

Royal Slope Designated as Washington State’s Newest American Viticultural Area

a vast green vineyard

By: Becky Garrison

In September 12, 2020, the Alcohol and Tobacco Tax and Trade Bureau published the final rul-ing for Royal Slope American Viticultural Area, making it Washington State’s 15th AVA, de-fined by variation in elevation, slopes and aspect. A month after the publication of the ruling, wineries within this new AVA were eligible to submit a Certificate of Label Approval request to the TTB using the Royal Slope AVA as an appellation of origin.

  Royal Slope AVA, contained wholly within the Columbia Valley AVA, consists of 156,389 acres, with the majority of the area’s soils formed of windblown silts, or loess, from the Ice Age Missoula Floods. The AVA includes Frenchman Hills, a 30-mile long east-west trending ridge with a gentle to medium steep southfacing slope. Situated between Wenatchee and Tri Cities and about two and half hours from Seattle, Royal Slope AVA has the potential to become a tour-ist destination within the growing agritourism industry.

  About 90% of Royal Slope’s area consists of gently to somewhat steeply south-facing slopes. These southern slopes represent the best aspect for wine grapes in the Pacific Northwest due to the northerly latitude. According to lore, this gentle south aspect led to the origin of the name. Apparently, a pair of Scotsmen climbed the Saddle Mountains in the 1880s and drank in the view to the north of the south-canted topography and exclaimed, “Now that’s a Royal Slope!’

  Along those lines, the name “Royal Slope” has been printed on USGS topographic maps of vari-ous scales as far back as the 1950s to indicate the general area. The term has been in common usage for more than 50 years to describe this rich agricultural district of tree fruit orchards, row and field crops, and, increasingly since the 1980s, wine grapes.

  Dr. Alan Busacca, Ph.D., Vinetas Consulting, LLC and a certified soil scientist, co-wrote the royal Slope AVA petition with Richard Rupp, Ph.D., on behalf of the Royal Slope Wine Grower’s Association. The petition was delivered to the TTB on February 23, 2017. This approximately four-year delay from filing to approval was attributed to a TTB backlog exacerbated by COVID-19.

  In a press release issued by the Washington State Wine Commission, Busacca described the Royal Slope AVA as something of an island geographically, surrounded on all sides by very different lands.

  “North of the AVA are generally flat lands of the Quincy Valley with soils on shifting dune sands. To the east and south of the AVA, the landscape falls away into the harsh, basalt bedrock-dominated cliffs of Crab Creek Coulee gouged out by Missoula Floods, and on the west, the bedrock cliffs fall away steeply to the Columbia River.”

  Overall, this AVA has an average elevation of 1,300 feet, compared to the Wahluke Slope AVA, about 15 miles to the south, which has an elevation of about 600 feet. In the Royal Slope AVA, the 10-year average heat units, or growing degree days, is 2,900, whereas the average heat units of the three hottest AVAs in eastern Washington is over 3,300.

  The difference in elevation allows for slightly cooler growing conditions, which, in turn, produces wines somewhat more refined than those grown in the hottest areas of the state.

  The first grapes were not planted in Royal Oak until 1983 when federal irrigation water first be-came available to farm these soils. From the first 40 acre vineyard in 1998, the AVA has grown to more than 1,900 acres of wine grapes in 2020.

Producing Award Winning Wines Within the Royal Slope AVA

  Within the Royal Slope AVA, one can find more than 20 varieties of wine, including Cabernet Sauvignon, Syrah and Chardonnay. Pinot Noir grapes have been planted more recently and ap-pear to have potential in certain locations. Some of the AVA’s vineyards, such as Stillwater Creek, Stoneridge and Lawrence, have become nationally and internationally known.

  Despite the hyper-fast growth of vineyard acreage, the Royal Slope area is not growing anonymous grapes for bulk wines. In fact, the opposite is true: References to wines from Royal Slope grapes are commonly associated with scores as high as 100 points by national and international wine publications such as Wine Spectator, Wine Enthusiast, Robert Parker and Vinous.

Josh Lawrence, owner of Lawrence Vineyards, points to the value in designating some of his vineyards as part of the Royal Slope AVA. “We’re one of the northernmost red producers in the state, as well as being known as a great food and wine pairing location.”

  The higher elevations lead to the production of more structured and pronounced reds and rosés. Also, white wine production has been on the rise within the AVA, with the high elevations re-sulting in a more angular feel to their white wine grapes.

Establishing the Candy Mountain AVA

  On September 25, 2020, the TTB also published the final rule for the Candy Mountain American Viticultural Area, thus making this 815 acre AVA the Washington State’s 16th AVA and the smallest AVA in the state. This AVA, southeast of Red Mountain, lies within the Yakima Valley AVA and the larger Columbia Valley AVA. To fully encompass the Candy Mountain AVA, the TTB expanded the existing Yakima Valley AVA boundary by 72 acres.

  Kevin Pogue, Ph.D., Professor of Geology at Whitman College, who wrote the AVA petition for Candy Mountain, offers a summary of the AVA. “Candy Mountain is distinct from the surrounding lowlands that are also within the Columbia Valley and Yakima Valley AVAs. It has a longer growing season due to very good cold air drainage, and its south-facing slopes allow the soils to warm more quickly and to higher temperatures. It also has higher average wind speeds and shal-lower soils, particularly on the upper slopes, than the surrounding lowlands. The soils, especially on the upper slopes, are composed of wind deposited silt and sand that overlies silt, sand and gravel deposited by ice age floods on the lower slopes of the mountain, and basalt bedrock on the upper slope. These factors, many of which are shared with the nearby Red Mountain AVA, can contribute to grapes that are riper and more stressed, which can produce lower yields of smaller berries with thicker skins, producing full-bodied, robust wines.”

  Currently, 110 acres of vineyards grow in Candy Mountain, almost all red varieties. Seth Kitzke of Kitzke Family Vineyards points to the unique attributes of this AVA. “Candy Mountain is distinctive, having a lot of deposited old granite in the soils and then your fractured basalt in places. It is one of the warmer AVAs that brings a big fruit profile to the wines that we love.”

  While winemakers Lawrence and Kitzke feel the Columbia AVA is known for producing quality wine, both believe that diversification within the Columbia Valley AVA is needed to show why their respective AVAs shine. In Kitzke’s estimation, having both Royal Slope and Candy Moun-tain designated as separate AVAs provides an opportunity to educate consumers about why their wines taste the way they do.

  “As a connoisseur or professional in the business, you want to be able to associate distinctive wine profiles with a place. Without AVAs in place, it makes this tough,” he said.

  Lawrence concurs, “A consumer can’t just buy a Columbia Valley AVA wine and expect this bottle to have similar characteristics to other vines from the region because of the massive area of the Columbia Valley. Hence, having smaller AVAs is very valuable for both the consumer and us.”