Vineyard with winery and mountain

Exploring the PNW Wineries’ Ongoing Commitment to Sustainability Practices 

By: Becky Garrison, Staff Writer

The Pacific Northwest wine community’s ethos to care for the land and community can be traced back to the pioneering settlers who traveled to the Oregon Territory and began planting grapes in the 1840s. In recent years, a growing number of these wineries have obtained various sustainability certifications that demonstrate their ongoing commitment to social and environmental performance, public transparency, and accountability. 

  For example, stewardship has been a key principle at Willamette Valley Vineyards (Turner, Oregon) since its inception in 1983. They were part of the founding of Low Input Viticulture and Enology (LIVE), a 501(c)(3) non-profit that supports environmentally and socially responsible winegrowing through third-party certification and educational programming.

  Also, their winery was the first in the world to use cork certified through Preferred by Nature to FSC® (Forest Stewardship Council) standards. In addition, they were the first winery to deploy a UV-C Light robot in their vineyard to prevent powdery mildew, as well as one of the founding signatories of Willamette Valley Oak Accord, a grassroots effort to protect and restore the remaining oak habitat in the Willamette Valley.

  Other environmental measures implemented by Willamette Valley Vineyards include becoming certified Salmon-Safe, partnering with Pacific Gas & Electric to provide wind-powered electricity, investing in four solar energy projects with Advanced Energy Systems and partnering with Revino to use reusable glass bottles. It also adopted a new lightweight bottle design for nationally distributed wines that “precycles” glass by using less material to produce a bottle, and it prints new labels on the nationally distributed wines on (FSC®) certified paper made from 100 percent recycled paper.

Willamette Valley’s B Corp™ Certified Wineries  

  The lengthy process to achieve B Corp certification requires an evaluation of social and environmental factors, including customer satisfaction, transparency, environmental footprint, employee well-being and relationships with local suppliers and community leaders. As per the B Lab website: “B Corp certification doesn’t just prove where companies excel now — it also commits companies to their mission for the long term.”

  The latest files from the Oregon Wine Board dated 2020 list eight B Corp-certified wineries in Oregon’s Willamette Valley, more than any other state. When asked why this region has such a preponderance of B Corp-certified wineries, Caitlin Shawver, director of marketing for Sokol Blosser Winery (Dayton), points to the unique pioneering spirit in the Willamette Valley that started with the founders of the first wineries, which included Susan Sokol Blosser and Bill Blosser.

  “Their independent spirit led them to plant grapes here, even when many people told them they were crazy),” she said. “Deep respect for the land and the surrounding environment was a priority then — and it still is now with the second generation at the helm.” 

  In 2014, A to Z Wineworks (Newberg) became the first U.S.-based B Corp winery. Ivanna Tucker, the associated digital marketing manager, commented on the advantages of achieving this certification from an industry perspective.

  “B Corps believe in using business as a force for good, a position that is valuable to customers who care about where their products come from and the business practices behind them,” she said. 

  The Stoller Wine Group (Dayton) is a collection of family-owned wine brands based in Oregon’s Willamette Valley, with their brands Stoller Family Estate and Chehalem Winery achieving B Corp certification. In addition, it became the world’s first LEED (Leadership in Energy and Environmental Design) Gold-certified winery in 2006. Hannah Guth, communications specialist for Stoller Family Estates, pointed to how this certification serves as their North Star, guiding their business decisions and reinforcing their commitment to preserving the Stoller family legacy by protecting the environment and uplifting the community. In her estimation, the advantage of B Corp certification goes far beyond environmental stewardship.

  “It evaluates how we treat our employees through competitive compensation, comprehensive benefits and ongoing opportunities for growth,” Guth noted. “By aligning our B Corp principals, we not only create a more sustainable future in the vineyard but also build a thriving workplace and community that truly reflects the core values of Stoller Family Estate.”

  Shawver from Sokol Blosser Winery highlighted additional advantages of becoming a B Corp.

  “We’re able to retain top talent, because people love working for B Corp companies, and our customers, distributors and accounts love supporting B Corp companies by buying our wines and visiting our estate, which includes our LEED-certified barrel cellar,” she said. “An additional benefit is that as a B Corp, we have a unique opportunity to collaborate with other B Corps outside of our industry.”

  Following Sokol Blosser Winery receiving B Corp Certification in 2015, B Lab Global honored them as a four-time winner for “Best for The World: Environment in 2022,” as well as awarding them “Best for the World: Changemakers” in 2017, 2018 and 2019.

  Other Willamette Valley B Corp Certified wineries and vineyards include Brooks Wine (Amity), Et Fille Wines (Newberg), Soter Vineyards (Carlton) and Winderlea Vineyard and Winery (Dundee), with Elk Cove Vineyards (Gaston) awaiting final approval of their B Corp certification.

Oregon’s Demeter USA Biodynamic® Vineyards & Wineries

  Even though Oregon only produces one percent of the wines made in the United States, this state accounts for 52 percent of total vineyard acres that received biodynamic® certification from Demeter USA. This not-for-profit offers biodynamic certification to farms.

  For those unfamiliar with biodynamic practices, these wineries follow practices that Rudolph Steiner set forth in 1924, based on the teachings of the ancient Persian philosopher Zoroaster. In 1985, Demeter International formalized these practices, which follow organic principles by prohibiting the use of synthetic chemical fertilizers, pesticides, herbicides, and fungicides. Additional measures include utilizing eight specific treatments, called preparations, comprising medicinal plants, minerals, and composted animal manures. Furthermore, a certified biodynamic farm must dedicate at least 10 percent of the farm’s total acreage to biodiversity.

  Moe Momtazi, founder of Momtazi Vineyards & Maysara Winery (McMinnville), is a modern-day conservationist and an ancient Persian philosopher. Maysara means “house of wine” in Persian, a definition that aligns with Momtazi’s view of wine not as a commercial commodity but as a living spirit that springs from the marriage of the sun and the earth. After leaving his homeland in 1982, following the Iranian Revolution, he purchased 496 (now 532) acres of abandoned wheat farm. Even though this land had been deemed unsuitable for planting finicky pinot noir grapes, Momtazi knew that by employing his family’s vineyard practices that embodied biodynamic farming principles, he could produce pinot noir wine using holistic means. This includes growing a variety of medicinal flowers and herbs, as well as even selecting weeds to make compost teas that harness the beneficial properties of each plant. These teas work in tandem to maintain long-term vine and soil health without the use of any harmful chemicals.

  His instincts proved to be spot-on, as wines produced using grapes from his Demeter Certified Biodynamic vineyard continue to garner accolades. As evidence of his reach, Momtazi sold pinot noir grapes to 18 wineries following the 2024 harvest, with Mark Vlossak of St. Innocent Winery (Jefferson) having the distinction of being the first winemaker to sell a bottle of Momtazi Vineyard wine nationally back in 2006.

  According to Vlossak, “The unique umami texture, the savory spice and blue-black fruit set it apart as a unique terroir that I love, as well as the family behind the vines.”

  Others who purchase their grapes from Momtazi concur, such as Tracy Kendall, who considers Momtazi a long-time mentor.

  “No matter the vintage, there is always a feral quality to the wine, a wildness that is very unique,” she opined.

  When she left Nicolas-Jay (Newberg) and launched Folly of Man (Amity) with her husband, Aaron, they decided to continue purchasing fruit from Momtazi, with her first vintage slated for release in March 2025.

  Also, John Adams of Wildsound Wines (McMinnville) met Momtazi while filming the 2024 James Beard award-winning documentary SOMM: Cup of Salvation, which included the Momtazi family.

  “Moe has a quote in the film that always sticks with me: ‘Wine is the sun’s radiance in liquid form’,” Adams reflected.        

  According to Craig Camp, winegrower for Troon Vineyard (Applegate Valley), biodynamics is the best route to building nature’s natural systems in their soil and vines, which would then be expressed in their wines. In his experience, farming biodynamically requires great discipline, planning, and organization.

  “You must always be ahead of any problems you may face, as you can’t simply add chemicals when some vineyard problems get out of control,” he stated.

  In addition to the environmental benefits of biodynamic farming, Brent Stone, co-CEO and winemaker of King Estate Winery (Eugene), notices how there’s a segment of the wine-consuming public that seeks out products made using sustainable means, which provides them with an opportunity to offer education about the value and benefits of choosing biodynamic wines.

  “It’s still rare to find a nationally distributed biodynamic wine brand, so we can meet that need in the market and hopefully be part of growth in that segment,” he opined.

  In a similar vein, Domaine Willamette (Dayton), home to Demeter-certified Bernau Estate Vineyard, opened in 2022 with a vision to build an iconic biodynamic winery that will surprise and delight visitors with moments of celebration and relaxation around bubbles and food pairings. Currently, they biodynamically farm 26 acres of chardonnay, pinot noir and pinot meunier for méthode traditionnelle sparkling and still wine production. Other certifications include LIVE and Salmon-Safe.

Sustainable Washington

  While Oregon may have the most B Corp and biodynamic wineries in the United States, neighboring Washington State has created its own certification titled “Sustainable WA.” About a third of Washington State’s acreage is certified as Sustainable WA or is in the process of becoming certified. At present, this is only a vineyard certification. However, wineries may put the Sustainable WA logo on their bottles of wine if 75 percent of the winegrapes in that bottle are certified Sustainable WA.

  Marissa Dineen of Dineen Vineyards in The Hills growing region of the Yakima Valley found this program serves as a hallmark of quality by assuring wine buyers, through a rigorous third-party audit, that the grapes that make the wine in their glass uphold high standards. Also, this certificate drives the Washington State wine industry to adopt best-in-class practices in viticulture, people management and business management and foster the long-term health of the industry. In particular, Dineen observes how sustainability and responsible business practices resonate with younger consumers, who are a key demographic they aim to introduce to wine and develop into lifelong enthusiasts.

  “If sustainably grown wine inspires them to try or buy the product, that is a win,” Dineen said. “That said, we need to better educate consumers on the concept and value of sustainability to ensure the message connects and drives purchasing decisions. Younger consumers understand, and it fits within their values set — they are early adopters.”  

Sustainable Winegrowing BC

  Similar to Washington State, British Columbia wineries can participate in a regional certification program. The mission of Sustainable Winegrowing BC (SWBC) is to guide wineries and grape growers in BC that enable and encourage them to practice good land stewardship, offer safe fulfilling employment and be respectful neighbors.

  Lyndsay O’Rourke, owner/winemaker of Tightrope Winery (Penticton), believes that the SWBC logo on a bottle should give consumers confidence that the producer follows accepted sustainability practices and has undergone an audit and certification process. Currently, six winery members and 36 vineyard members located in BC are fully certified, with another couple dozen working towards becoming certified.

stacks of wine barrel

Wood Barrel Cask Care

By: Thomas J. Payette, Winemaking Consultant

Premium oak barrels can be one of the best places to store certain wines and some of the worst.  This is mostly subject to what style of wine one wants to produce, how one cares for the full barrels and how one stores barrels that are empty.  The best rule of thumb for many is: A full barrel is a “happy” or “safe” barrel.

  Water will be mentioned multiple times in this article.  It is assumed the water is always chlorine free water.  Do not use chlorinated water on barrels or in wineries in general.

When?

  Every winemaker has his own way of taking care of his barrels.  In essence, there is no right way to take care of a barrel, just many wrong ways.  Neglecting the timely applications of just a few simple processes may result in spoilage bacteria becoming established in the porous grain of the wood that will be a cumbersome battle for the future.  If we are timely and diligent in our barrel care, we save ourselves time, work and dollars keeping sound oak barrels for up to a decade or more. 

Golden Rule of Thumb: Visit each barrel once a month.  Full or empty.

New Barrels

  Most winemakers have several diverse ways to prepare their barrels for their first fill.  This can range from no treatment (not recommended), quick rinse, head soaking to full fill.  Visually inspect and smell every barrel before filling just to know what your hard-earned juice/wine is about to go into and extract.  Always remember it is better to find a leaky barrel with water.  Not wine or juice!

No Treatment: Some winemakers will simply receive the barrel and fill the barrel up with juice or wine.  However, there are few cases where the barrel will leak, so most winemakers at larger premium wineries generally do not recommend this. (Not recommended)

Quick Rinse: Acceptable in some cases if the barrel is allowed to soak up the water to swell beyond the leaking point if that may be an issue.  The author still finds risk with this process unless potentially using a form of pressure test to know that the barrel will not leak. (Not recommended)

Head Swell: There are winemakers that fill their barrels with about 10-15 gallons of water and allow them to sit on one head for 12-24 hours and then roll them over to allow the opposite head to have contact with the water.  This, in my opinion, is still better than the above solutions because of the time needed for the wood to swell is taken properly before placing juice or wine in the barrel. (still not recommended)

Full Fill: Either using cold or hot (120 degrees F) water to completely fill a barrel (roughly) 12-24 hours prior to needing the barrel.  This time can be shortened if all looks well and leaks are not discovered.  Cold water can be used also. (Recommended)

  Do keep in mind not to extend the time longer since the water can turn smelly and certain slims/films may develop [from the water].  If more time is needed freshen the water or make a solution of citric acid water (pH to near 3.5 or lower) and SO2 (near 60-70 PPM).  This solution will allow longer contact time with the wood if that is desired.

  I, depending on the cooperage used, prefer to fill barrels with fresh water at 120 F, bung solid and allow to cool overnight before emptying the water the next day, allowing draining completely for one hour (bung hole facing downward) then righting, doing another visual and smell check, then filling.

Freshly Emptied Barrels

  Barrels that have been freshly emptied of wine are often overlooked too long.  A barrel that is empty will start to dry reasonably rapidly so we must take the bull by the horns, even though we may be tired or distracted, to manage these empty barrels as soon as possible.  As with any clean up, if one can get to the dirt before it dries the clean up goes much easier.  Try to at least give the barrels a good solid rinse as soon after emptying as possible. 

  A good solid rinse may be a reasonably high-pressure rinse to loosen and rinse the sediment from the barrel.  Then start any other cleaning regimens from then on or perhaps if re-filling one may be fully prepared for this action at this time.

  If further cleaning is needed this can also be a time to start a more serious high pressure washing regimen, ozone or any other sought after method to address a specific need.

  Be sure to take the time to clean the bung area of the barrel both inside and out.  The bung area can be a place for solids to dry and for large numbers of bacteria to proliferate, if uncared for.

Storing of Empty Barrels

  Many readers are perhaps scanning this article for answers just to this issue.  Wide-ranging experiences have winemakers storing empty barrels in various fashions.  The author prefers to rinse a freshly emptied barrel as described above, allow the barrel to drain overnight bung downward and then re-right the barrel – with bung facing skyward. 

stacks of wine barrel

Liquid Sulfur Dioxide: Fresh pure liquid sulfur dioxide can be the best choice, in my opinion, yet care must be taken when using this liquid gas.  Please follow all MSDS and handling instructions.  Another common-sense helpful task is to only do this outdoors, upwind from the barrels and away from others.  The author typically will meter 10 grams of pure liquid sulfur dioxide per 60-gallon (225 liter) barrel for the initial dose and then re-dose at 5 grams every month thereafter.  If the author has ever been in doubt what may be too much pure sulfur dioxide, he always leans toward more in the empty barrel scenario because he has not seen any literature suggesting the negatives of slightly higher use.  This is not to say to go higher than recommended or to become excessive.  Please be careful here.

Wicks and Disks: This is another form of introducing sulfur dioxide into the barrel.  Most sulfur wicks contain roughly 5 grams of sulfur dioxide in them and yield this upon burning.  This is another terrific way to take care of your barrels when empty.  Please remember to re-burn a wick/disc in the barrel every month.  Visit each barrel, full or empty, once a month.

Storage Conditions: Do your absolute best to store barrels, full or empty, in the best conditions possible.  One should strive to store barrels full or empty at or near 50 degrees F, out of direct sunlight, avoiding excessive temperature swings and in a mold-free environment.

Dixie cup, Styrofoam, or Bung?

  There are winemakers who allow barrels to be stored unbunged after treatment with sulfur dioxide.  These winemakers are few.  Others use different methods of sealing the barrels to keep the risk of insects and small animals out of the barrels.  The most popular methods are:

Dixie™ Cups:  These fit nicely in most 50 mm bung whole openings and do an excellent job at sealing the barrel just enough to keep the gas inside the barrel.  They do tend to pop out as some like to store the empty barrel bung down while empty. (Not recommended)

Styrofoam™ Cups: These are like the Dixie™ cup above with essentially the same function. (Not recommended)

Bungs:  The author prefers this seal to the barrel to best keep the gas in.  It is also recommended to wrap these bungs in Seran™ wrap to protect the bung silicone from the harsh sulfur dioxide environment.  This is functional and the clear wrapping is a wonderful way to identify empty wine barrels in your cellar from a distance visually.  (Recommended)

Wine barrel with pressure gauge

  I have little experience with glass bungs or other forms of barrel closures for this purpose. These may need further review in your own cellar.

Types of Rinse

wine barrels steaming

Water: All types of rinse generally use water.  Please keep in mind this should be Chlorine free and have enough pressure to rinse the back and top of the vessel in question.  This can be difficult with larger barrels such as puncheons.

High Pressure: Nice to have but not essential with overall good cellar practices.  This will aid in tartrate removal and it has much more logical mechanical pressure removal than just typical water pressure in a winery.

Ozone: Increasingly popular but this process must be used with caution and in well-ventilated areas.  With best cellar practices these machines should not be needed but they are a great tool to fight back when bad spoilage bacteria become troublesome.

Hot Water vs. Cold

  I feel it best to rinse barrels with hot water after emptying.  150–170-degree Fahrenheit water is preferred for this step and the rinse is generally about 1- 2 minutes to complete the task of mostly clear water coming from the barrel. Please note hot water would not be used with ozone.

Monthly Management

  Whether full or empty, each barrel needs monthly attention.  Try to store full and empty barrels at or as near 50 degrees F when possible.

When Full: One will need to taste and check the free Sulfur Dioxide and pHs of these wines monthly at a minimum. After this check, additions can be made to the wines in the barrel and then they can be topped.  Topping is one of the keys to keeping a barrel safe from bacteria spoilage.  The wines used must be of sound chemistry and microbe free to make this a successful statement. The topping wine must be “clean.”  I will often use a dry wine from a tank that has been tightly filtered and nearing bottling to be certain the bacteria load is greatly reduced, or absent, from that vessel.

When Empty: Once again we will need to visit each barrel monthly.  In all cases the barrel will have been rinsed and sulfured prior.  We should return to these same barrels and retreat with Sulfur Dioxide by gas or wick (see above) to ensure the barrels’ integrity will continue to be sound.

Where

  Most work with empty barrels will happen outside on a crush pad or strung out in caves and warehouses.  When possible, try to have more than ample space and ventilated air moving through the workspace if using liquid Sulfur dioxide or wicks/discs.   When possible, the author prefers to unstack the barrels, remove the bungs, look inside the barrel with a flashlight and then smell the barrels at each visit.

  If the barrels must stay in place, one can easily work with them also but some of the more critical reviews of sight and smell become more cumbersome.

Rain

  At certain times at certain winery locations the author likes to use Mother Nature.  It is common to plan a day’s barrel work around the weather.  If the weather forecast is for rain the author finds advantages, with uncovered crush pad areas, to do a days barrel work, rinse the interior and then allow the barrels to remain on racks, bung down, in the rain to get a nice soaking cleaning on the exterior as well.  This can also apply in conjunction to the swelling procedure above but with barrels full of water and bung upward.  Please try this experiment first on a small batch of barrels since wood discoloration may take place and not be visually to one’s liking.

  Always clean the bung opening area and when needed one can cauterize / burn that area again.  This process may be needed about every 5 years or so at the maximum and a special tool is needed for this process.

Tartrate Removal

  Tartrate removal can be a nuisance for those that focus on it.  In general, it should not be a huge issue.  Do note that winemakers may care to cold stabilize their wines before placing them in barrel for this reason.  Most do not, however.  Also note that when one looks inside the barrel one will see more tartrates because they typically “fall out” and go to the bottom.  In the case of sur lie wines in the barrel the yeast layer does a wonderful job of protecting the bottom of the barrel from tartrate adhesion to the wood. 

  A high-pressure rinse may remove these tartrates effectively.  A hot water rinse may help them “flake off” and dissolve more readily.

  There are winemakers who use a high pH (warm water helps here) soaked by a light citric acid soak.  This can be highly effective in tartrate removal.  Make sure the soda ash, the high pH solute, and citric acid, the low pH solute, dissolve completely before adding any one of them to a barrel.

  Some more European trained winemakers will insert a stainless-steel chain and have the less stipend “summer help” roll the barrels with the chain inside to knock the tartrates free – then rinse and Sulfur.  Be sure to devise a way to retrieve the chain from the barrel. 

  In most cases, however, the tartrate removal is not a huge focus for many winemakers due to practical applications.

Tools Needed

  The many tools for barrel care may be purchased at winery supply stores, cooperage houses and other specialty suppliers specific to these types of products.  Research your needs and then contact these companies to see what they offer.  In general, only a good barrel rinser, good to great water pressure (chlorine free) is needed and the way to introduce the SO2 – wick or gas.

Glass Head Barrels: A great tool to be able to see inside the barrel when performing certain tasks from burning sulfur wicks, filling, rinsing, lees stirring etc.  Watching fermentation and malo-lactic with these glass head barrels can be fascinating beyond the other features.  Every cellar should have at least one of these glass head barrels to better know what is happening inside their barrels with certain specific functions. 

Humidity

  Humidity is undoubtedly a factor when dealing with barrels.  The author prefers a less humid cellar to make sure the vacuum needed inside the barrel is fully established on barrels with wine in them.  If barrels are kept full and production practices to store few barrels empty for any length of time are employed, this can be the best way to use barrels to their fullest and best capacity.  There is some “angel’s breath” evaporation loss but that is a part of the process.  If a barrel is stored for less than three months empty most will have few to no issues with reswelling.

Spicing it Up!

  There are winemakers who prefer to cold stabilize their wines before placing them in barrels to prevent tartrate from building up in the barrels. (referenced above) This can be effective but most winemakers do not do this in large practice.

  Burning a sulfur wick in a barrel (5-6 grams) does two things.  It puts sulfur dioxide into the barrel as well as displaces oxygen with carbon dioxide.  This practice may lend toward mimicking by the winemaker using a carbon dioxide flush on their barrels then using pure liquid sulfur dioxide.  There are large wineries who use liquid Sulfur Dioxide, and this may apply to their needs best.  These large wineries also could make dry ice on site, and this could be used as the Carbon Dioxide source.  This may be the way of the future to help combat spoilage bacteria growth in barrels.  This may well be the future established standard for proper barrel care.

Wrapping it up

  Tackling the barrel care issue is a trying one but an easy one.  There is only one way to do it right.  The way it works for your cellar.  There are multiple off branches and combinations of what has been described above.  Please take from this article anything you think may help with your current process and refine, for the better, what will work best for your winery and wines.  These are examples of must-do processes but most recommendations have some variation.

  In all, be diligent and respectful of the barrels in your cellar and they will provide many years of service to you, your cellar, and your wines.

Other Helpful Tips / Observations

•   Alcohol is less dense than water or juice.  It is not all too uncommon to fill a barrel with water to validate the barrel will not leak, only to find a barrel may develop a leak later.  These leaks can typically be fixed on site of the winery with little effort.

•   Do not fill a barrel with wine you know to be bacterially unsound.  This will only start the spread, further, of unwanted bacteria.

•   Smelling the barrel is one of the best ways to acknowledge its condition and readiness to potentially help or harm your wines in the cellar.

•   Whether full or empty, each barrel normally requires a form of monthly maintenance.

•   Topping  and resulfuring on time is critical. 

•   Lower storage temperatures (50 degrees F) can be an especially useful tool and one more winemakers should try to strive to use.

•   Resist the temptation to store barrels outside.  There are wood-boring insects that may take fancy to this easy target leaving the winemaker with leaky barrels.  Small periods of time outside may be acceptable.

  Generally American oaks tend to need reswelling more than European woods.  I have also noticed American oak may develop more non-bacterial ethyl acetate type aromas when stored empty due to a chemical reaction of the wood, moisture, and Sulfur dioxide.  This is generally not a bacterially generated ethyl acetate aroma if sound procedures are followed and not a concern – just an observation winemakers may notice in their cellars and to be aware.

  Uprights and ovals beyond the 600-liter capacity are beyond the scope of this article and care should be taken to establish contact with appropriate sources to secure proper methods of working with these wood vessels.

References: 

Verbal discussion with Jacques Boissenot, Chris Johnson, and Jacques Recht.

Many thanks to Mark Heinemann (deceased) and all the Demptos Cooperage team for their help.

Mount Nittany Vineyard and Winer

Mount Nittany Vineyard & Winery

Exceptional Wine, Memorable Surroundings and Welcoming Vibes

By: Gerald Dlubala, Staff Writer

Just six miles from State College in Centre Hall, Pennsylvania, Mount Nittany Vineyard and Winery sits nestled into the side of Mount Nittany, offering exceptional wine choices with scenic valley views among peaceful, serene, and breathtaking surroundings.

  “Our property is truly an added attraction for our guests,” said Linda Carroll Weaver, co-owner and general manager of Mount Nittany Vineyard and Winery. “It’s such a serene and quiet setting because you won’t find us just off a highway or in or near a neighborhood. Frankly, we used to be hard to find until we paid for state signage around the area to help visitors find us.

  “Our property is wooded, with fields, and a natural place to host and enjoy unique events,” she explained. “We look to host things that maybe other wineries can’t, like disc golf and 5K runs. Our property, event spaces and gathering areas are peaceful, relaxing, and serene; we think that’s a highlight of your visit. And being good neighbors, as we don’t offer live music like other wineries. We don’t want to promote that type of business in the evening and then worry about people managing the roads around here. We want our guests to enjoy a place where they can sit, put their phones away, have a glass of great wine, relax, and enjoy each other’s company.”

  Mount Nittany Vineyard and Winery has several unique and reservable gathering areas around the picturesque property. The winery includes a spring-fed pond and the original home of Linda’s parents, Joe and Betty Carroll. The Carrolls were the original property owners and lived in the house from 1983 to 2020. Linda and her husband, Steve, renovated the home into the Linden Lodge, a California deck-style home that is now a year-round reservable VRBO property. The home features five bedrooms and three full baths, with spectacular views across Penn’s Valley to the Tussey Mountain Range.

  Another original barn structure once housed everything needed by the winery, a tasting room located upstairs with all production and winemaking taking place downstairs. Over the years, Mount Nittany Vineyard and Winery experienced five different building or transformation phases that saw them adding a 1,000-gallon tank, a full on-site lab and more.

  “People love our tasting room space,” said Carroll-Weaver. “It’s an open space with a 1 ½ story ceiling. There is a fireplace and large windows overlooking the pond. There are also decks covered with several types of reserved seating space. Our reservation system is popular because you can reserve both time and place. Guests can reserve the places they would like to be on our property. That may be inside, outside, under a covered deck or pavilion or even a table by the pond. One of my favorite photos I took here is a group of younger guests with their cell phones piled up on the end of a table. No one would be talking on or looking at their phones on this visit. I know it’s unusual, but that’s the type of vibe we want to promote and enable: a place to socialize and be present with friends and family.”

Ideas, Visions, and the Trip That Changed Everything

  Joe and Betty Carroll purchased the property in 1983 with no intention of starting a winery. The views were notable, with only a barn and spring-fed pond on the property. Joe’s dad had a farm, but Joe himself did not grow up on a farm in the traditional sense. He was, however, a jack of all trades.

  He received a degree in mechanical engineering from Penn State and was familiar with machinery. He also taught at Penn State at one point. The property on Mount Nittany had the ideal southern exposure, site elevation and drainage capabilities for grape growing. Joe had a friend who was a winemaker, so he planted a six-acre vineyard, intending to supply his friend with grapes. However, the Carrolls had the opportunity to visit a few smaller family-owned wineries during a trip to Australia to visit with their daughter Linda and her husband, Steve. It was then that their vision for the Mount Nittany property changed from growing grapes for others to becoming a winery.

  Joe’s amateur winemaking skills improved as he leaned on other winemakers’ advice and knowledge. Those skills, combined with his background as a mechanical engineer, led the Carrolls to build, own and operate Mount Nittany Vineyard and Winery in Centre Hall, Pennsylvania, a state with only about 30 operating wineries at the time.

  Opening in 1990, the winery still operates in much the same way today, with Linda and Steve taking ownership in 2016. Linda is the general manager and oversees operations and sales. Steve is the vineyard manager, and Scott Hilliker, who interned with the winery while finalizing his education in oenology and viticulture, eventually became the full-time winemaker.

  The 65-acre property retains its original six-acre vineyard and features six different grape varietals, including Itasca musca elvin, seyval blanc, cayuga, vidal blanc and riesling. The all-white varietals are used mostly for blending grapes into sweeter styles of wines, while other varietals are sourced either locally or from out west.

  Along with a state-of-the-art production facility, Carroll-Weaver told The Grapevine Magazine that there are two main event spaces. The Treehouse Private Event Space was the original tasting room and is available for parties of up to 40, while the Vintner’s Loft Tasting Room has a capacity of up to 100 guests. Guests can self-cater their events or choose from a pre-approved list of caterers who are experienced and familiar with the winery. Distinct types and styles of seating are also available for reservation and tastings around the property. Each offers its own style, design, and amenities, including outdoor pondside seating, covered decking seating, indoor seating, or a private outdoor pavilion space with an adjacent firepit.

  “We design and present all of our spaces to enable and promote socialization among guests”, said Carroll-Weaver. “We also provide a small kitchen for catering use. It is a limited space, and although we don’t use it ourselves to offer food, it is a good space that allows caterers to prepare fresh food for guests or for our winery events.”

  “We like hosting monthly wine and food pairing events, but we also host themed or month-specific events,” she said. “They generally sell out quickly. Our wine and soup pairing and our wine and chili pairing are popular. And then we’ll do seasonal pairings like a wine and chocolate pairing in February, a wine and cupcake pairing for Mother’s Day or even free hot dogs for the fourth of July.”

  Carroll-Weaver continued, “On some Friday nights that we stay open a little later, we do wine and bingo nights, and I think we’ll be getting more into wine and trivia nights. We’re always thinking of different things to do here because our hours are limited, and we don’t offer music. We like being an activity-based winery. Our guests can have a good time with friends and family instead of sitting on their devices. It’s really heartening to see guests having an enjoyable time while their phones and electronic devices are put away.”

The Goods

  “We offer the whole range of wines to suit every taste that comes through our doors,” said Carroll-Weaver. “Some visitors are surprised that we have such a great selection of non-sweet wines, but guests can choose chardonnay, sauvignon blanc, cabernet and merlot through our trademarked Tailgate (Tailgate red and white) and trademarked Nittany (Nittany Mountain red, white and blush) wines to our selection of fruit and dessert wines.”

  “We have 25 varieties in all, including a peach-flavored wine, a blueberry wine, a popular, locally sourced apple wine and a red raspberry sangria,” she said. “Our Tailgate red and Nittany selections are popular because they grab the attention of those looking to get something local from State College. Those are usually our best sellers, but our port sells well too, although it has limited production.”

Seek Growth Within Your Niche

  “We like where we’re at as a family-owned winery and really don’t plan any major changes for the future,” said Carroll-Weaver. “This is such a competitive market right now that we want to stay in our niche, mostly a daytime winery, with quality wine and great events. We feel lucky to have relatively little or no turnover in our staff. We get compliments about them all the time. Our staff are generally either retired or in their second career, get along very well and are truly knowledgeable. Additionally, they like to serve our guests and have fun, ensuring they have a good time and experience the things and wines they like.”

  Carroll-Weaver also shared, “We have a great winemaker who has been with us since his internship, and our location is unique. We do want to promote our event spaces because we see that business as a future growth area. We’re not looking to build a huge wedding venue and get into the venue business. We have hosted smaller weddings and events and are fine with that. We are more suited for bridal and baby showers, birthdays, retirement parties and those types of things. We are also listed in a tasting trail in Centre County consisting of 15 wineries, breweries, distilleries and meaderies, and we consistently hear about our quality wines served by knowledgeable and fun staff.”

  “When you visit Mount Nittany Vineyard and Winery, you’ll experience great wine from a professionally trained winemaker in a really picturesque and pretty environment, especially in the summer,” said Carroll-Weaver. “You can’t beat our views here in the summer.”

  For information, hours, reservations, or questions, contact Mount Nittany Vineyard and Winery:

Mount Nittany Vineyard and Winery

300 Houser Rd.

Centre Hall, PA 16828

814-466-6373

www.mtnittanywinery.com

Business People Together Communication Concept

Sipping Beyond Tradition

The Rise of Alternative Beverages in Wine Tasting Rooms

By: Susan DeMatei – WineGlass Marketing

In the ever-evolving world of wine, tasting rooms have long been sacred spaces for sampling vintages and educating consumers about winemaking. But recently, the definition of what belongs in a tasting room has expanded beyond the conventional pour. Enter the world of alternative beverages—non-alcoholic wines, wine-based cocktails like Frosé, and low-alcohol spritzers. These trends are carving out significant space, appealing to younger generations, health-conscious consumers, and a broader range of visitors.

  The rise of alternative beverages in tasting rooms isn’t just a fleeting fad—it’s a response to shifting consumer preferences and lifestyle trends. The question now isn’t whether tasting rooms should adapt to these new offerings, but how they can complement the core identity of wine while capturing the attention of a broader audience.

Changing Consumer Preferences

  Several studies have shown that modern consumers, particularly Millennials and Gen Z, are more inclined toward moderation in alcohol consumption. According to NielsenIQ’s 2022 report, the non-alcoholic beer, wine, and spirits market grew by more than 20% in a single year, reflecting a growing demand for alternatives. This shift is due to increased focus on health and wellness, but it’s also about balance and variety. Younger consumers are seeking experiences that offer the same sophistication as traditional wines without the alcohol.

Bar Graph showing sales of better-for-you alcohol in the United States from 2018-2022

  Interestingly, most affluent Millennials and Gen Zers live in urban areas. A Statista report found that 88% of Millennials live in metropolitan regions, making trips to wine country a sensory vacation from city life. For many, it’s about more than the wine—nature, sunshine, and quality time with family and friends are just as much part of the appeal. This shift is influencing how wineries engage visitors who might not come solely for the wine but for the full experience.

  And speaking of family, this cohort is also more likely to incorporate family members—whether it’s kids or parents—into their travel plans. Offering a diverse range of beverages that can appeal to different tastes, and even non-drinkers, ensures that everyone feels included and catered to.

  In an article by Forbes, Gen Z’s relationship with alcohol is described as different from previous generations. They drink less overall and are more likely to incorporate alcohol-free alternatives into their socializing. In response, many wineries are stepping up to meet this demand by expanding their tasting room offerings to include non-alcoholic wines and low-alcohol beverages.

  For wineries, the introduction of alternative beverages is not just a way to capture a growing market—it’s also an opportunity to enhance their brand’s inclusivity. By offering non-alcoholic wines, wineries can create an environment that welcomes everyone, from designated drivers to individuals who abstain from alcohol for personal or health reasons.

Non-Alcoholic Wines or Food: A Growing Trend

  One of the most intriguing shifts in tasting rooms is the rise of non-alcoholic wines. These wines are crafted using the same grapes and winemaking techniques as their alcoholic counterparts but go through a process of alcohol removal, resulting in a beverage that retains the flavor, aroma, and complexity of wine—without the buzz.

  Non-alcoholic wines appeal to a growing segment of health-conscious consumers who still want to participate in the ritual of wine tasting without the after-effects. Brands like TÖST and Leitz have carved out a niche in this market by producing high-quality non-alcoholic sparkling wines that are often served in tasting rooms alongside traditional pours. Wine Enthusiast notes that many non-alcoholic wines today offer a level of sophistication that was previously absent from the category, making them a viable and even exciting option for wine lovers looking to cut back on alcohol.

  The concept of pairing food with non-alcoholic wine is also gaining momentum, providing a full sensory experience for those who want to enjoy wine’s role in a meal without the alcohol. For wineries, offering non-alcoholic options means they can host guests for a more diverse range of events, from brunches to business lunches, where alcohol might not be appropriate.

Frosé and Wine Cocktails: Fun with a Twist

  On the other end of the spectrum, wine-based cocktails like Frosé (a frozen rosé slushie) are injecting fun and innovation into tasting rooms. Initially popularized by rooftop lounges, Frosé has become a staple in wine country, offering visitors a refreshing, playful alternative to traditional tastings.

  Wine cocktails allow wineries to appeal to a broader audience, particularly younger consumers who may prefer creative beverages over a standard pour. According to a Wine Market Council study, Millennials are more likely to gravitate toward cocktails over beer or wine, appreciating the versatility that mixed drinks offer.

  Wineries that offer wine cocktails in their tasting rooms can elevate the experience by showcasing their wines in a new light. Rather than competing with traditional pours, these beverages complement the overall experience, giving visitors the chance to enjoy wine in a more casual, less structured format.

  The beauty of wine cocktails lies in their adaptability. Whether served as a refreshing sip on a hot summer day or a festive option during the holidays, these drinks create opportunities for wineries to extend their offerings beyond the conventional. They also open the door to creative collaborations, with wineries working alongside mixologists to craft signature drinks that can be a unique selling point for their tasting rooms.

The Rise of Low-ABV Beverages

  Another key player in the alternative beverage trend is the rise of low-alcohol-by-volume (ABV) wines and spritzers. These beverages, typically between 4-8% ABV, offer a lighter experience while still maintaining the essence of wine.

  Low-ABV options are especially popular with consumers seeking balance—whether it’s enjoying a drink during a weekday lunch or sipping more than one glass without feeling the effects. These beverages are also appealing to those who want to be mindful of their alcohol intake while still enjoying the social and sensory experience of wine.

  For wineries, serving low-ABV options in tasting rooms is an easy way to cater to diverse preferences and occasions. A light, refreshing spritzer might be the perfect option for a casual afternoon tasting, while a traditional pour can be reserved for the more serious wine connoisseur.

The Business Case for Alternative Beverages in Tasting Rooms

  For wineries, the introduction of alternative beverages isn’t just about keeping up with trends—it’s a strategic business move. Expanding the menu to include non-alcoholic wines, wine cocktails, and low-ABV options allows wineries to attract a broader customer base. This inclusivity can lead to increased sales, more diverse event offerings, and greater customer retention.

  Alternative beverages also give wineries a chance to get creative with their offerings. Signature drinks like Frosé or a curated non-alcoholic wine flight can differentiate a winery’s tasting room from the competition, creating a memorable experience for guests. And in the age of social media, these unique offerings are prime content for sharing, helping to amplify the winery’s brand.

  A Silicon Valley Bank report on the wine industry emphasizes that customer loyalty is increasingly driven by memorable, personalized experiences. Offering alternative beverages opens the door to a broader demographic, allowing wineries to foster deeper connections with guests.

The Future of Tasting Rooms

  As the wine industry evolves, so too must the tasting room experience. The inclusion of alternative beverages—whether non-alcoholic, low-ABV, or wine-based cocktails—offers wineries a way to stay relevant and appeal to today’s more diverse, health-conscious consumers.

  The key is finding balance. Alternative beverages should enhance the tasting room experience, not replace the core focus of showcasing the craftsmanship of winemaking. By integrating these new trends alongside traditional offerings, wineries can create a dynamic environment that appeals to everyone—from wine lovers to those who are simply there for the atmosphere.

  In an industry driven by tradition, evolution is necessary to stay relevant. By embracing alternative beverages, wineries can ensure their tasting rooms remain welcoming spaces for all, while still honoring the artistry of winemaking.

  By offering a range of alternative beverages, wineries can create a tasting room experience that resonates with a wider audience while staying true to their roots. After all, innovation and tradition can coexist, and alternative beverages are just the beginning of what’s possible.

  Susan DeMatei founded WineGlass Marketing; the largest full-service, award-winning marketing firm focused on the wine industry. She is a certified Sommelier and Specialist in Wine, with degrees in Viticulture and Communications, an instructor at Napa Valley Community College, and is currently collaborating on two textbooks. Now in its 12th year, her agency offers domestic and international wineries assistance with all areas of strategy and execution. WineGlass Marketing is located in Napa, California, and can be reached at 707-927-3334 or wineglassmarketing.com.

Wine tasting event with guests

Navigating the Wine Market

A Focus on Hospitality, Experiences and Quality

By: Earl E. Sullivan

In an era marked by bad economic news, changing consumer preferences, and health-conscious trends like “Dry January,” wineries face the challenge of surviving and thriving. The key to success in any competitive landscape revolves around pivoting strategies towards enhancing consumer experiences, leveraging the allure of hospitality, and emphasizing the quality of products.

  This article explores how our winery has taken steps to attract individual consumers through targeted marketing strategies focusing on the warmth of hospitality and experiences and new approaches to wine education, mainly focusing on increasing foot traffic and club enhancements rather than solely relying on corporate sales.

Embracing the Essence of Hospitality

Wineries are uniquely positioned to offer more than just a product; they provide an experience, a memory. The first step in marketing and winning in this challenging environment is to transform the winery into a destination of choice for those seeking memorable experiences.

•    Personalized Guest Experience: Customize visits based on guests’ preferences. Leverage data from booking systems or social media interactions to tailor wine tastings, tours, or educational sessions. Data can help personalize these encounters, suggesting wines based on previous choices or anticipated preferences. The more memorable the experience, the more likely the customer is to share it with others, prompting them to come and visit. In addition to the customary greeting with a smile, use someone’s name as often as possible, and always say thank you.

•    Storytelling: Every winery has a story—from the conception of the business to the soils of the grapes to the glass of the final product. Stories are memorable and aid in connecting consumers with the winery. Use this narrative in marketing materials, tours, and tasting sessions to connect with visitors on an emotional level. Storytelling through social media, blogs, and in-person visits can transform a simple wine tasting into a cultural experience. Creating a special storytelling event for select groups of customers can also help with customer retention.

•    Exceeding Expectations:  Provide more than just a wine tasting and history of the winery. Does a guest mention a recent trip to Argentina? Bring an extra taste of your current release, Malbec. Is a couple celebrating a wedding anniversary? A quick handwritten note congratulating them is an inexpensive and thoughtful way to create a memory and create a bond. Did the customer make a more significant purchase? A handwritten thank you note sent to their house the next day will do wonders for keeping those sales coming during more challenging times.

•    Small, Intimate Event Hosting: Small, themed events like harvest festivals, wine blending workshops, or seasonal celebrations can create buzz. These events should focus on the sensory journey of wine, offering unique experiences like vineyard yoga, painting with wine, or culinary pairings with local chefs.

Highlighting Quality Products

  In a market where consumers are more discerning than ever, quality is not just a selling point but a necessity.

•    Quality Assurance: Regularly communicate the methods behind your winemaking, from sustainable vineyard practices to the nuances of aging processes. Transparency in production can build trust and loyalty.

•    Limited Editions and Small Batches: Create excitement by offering limited-run wines. These wines can command a premium and instill a sense of exclusivity and urgency among consumers to visit and purchase.

•    Awards and Recognition: Use any accolades or ratings from wine competitions prominently in marketing materials. External validations of quality often sway consumers.

Driving Foot Traffic

  To get people through the door, wineries must employ innovative marketing strategies beyond traditional advertising.

•    Loyalty Programs: Implement programs that reward repeat visits with benefits like discounts, exclusive tastings, or members-only events. These can foster a community around the brand.

•    Collaborations with Local Businesses: Partner with local artisans, food producers, or tourism boards to cross-promote. These partnerships increase visibility and embed the winery into the local culture and economy.

•    Social Media Engagement: Use platforms like Instagram, TikTok, and Pinterest to showcase the winery’s lifestyle, from behind-the-scenes vineyard work to luxurious tasting room setups. Engage with followers through contests, live sessions, or user-generated content campaigns.

•    Influencer Partnerships: Collaborate with micro-influencers in the food and travel space who can authentically share their experiences at the winery, reaching niche audiences with genuine endorsements.

•    Build Community:  Host socials of different club levels or other segments of your wine club. Allow members to build and foster friendships within your winery.

Handling Dry January

  Dry January presents a unique challenge, yet it’s an opportunity for wineries to showcase versatility and social responsibility.

•   Non-Alcoholic Offerings: Introduce or highlight non-alcoholic wines, wine-based mocktails, or gourmet non-alcoholic beverages. This can cater to those participating in Dry January and attract health-conscious consumers throughout the year.

•   Educational Workshops: Instead of focusing solely on consumption, offer workshops on wine appreciation without the need for tasting, such as wine history, grape varieties, or the art of wine and food pairing theory.

•   Promote the Culture: Use this month to promote the broader culture of wine. Host book clubs, art exhibitions, or music nights in the winery setting, emphasizing the venue’s ambiance rather than the alcohol.

•   Responsible Marketing: Ensure all communications during Dry January support the initiative by highlighting responsible drinking, the benefits of a break from alcohol, and the winery’s commitment to health and wellness. This can enhance the winery’s reputation for social responsibility.

•   Special Events for Post-January: Create anticipation by announcing special events for February or a “Welcome Back” wine tasting for those who participated in Dry January, celebrating their return with a special touch or discount.

In Summary:

  Marketing to individual consumers in the current wine market necessitates a blend of traditional hospitality with modern marketing techniques. By focusing on creating memorable experiences, underlining the quality of wines, and actively engaging with the community through various touchpoints, wineries can attract more visitors and build a loyal customer base. Rather than being seen as a downturn, the approach to Dry January can be an innovative period to broaden appeal and demonstrate social responsibility. In this way, wineries can navigate market challenges not just by selling wine but by selling an experience, a story, and a lifestyle, ensuring they remain vibrant and inviting destinations all year round.

You can contact the writer Earl Sillivan at earl@telayawine.com

young vineyard with protective tubes

Guidelines for Planting & Maintaining a Healthy Vineyard

By: Judit Monis, Ph.D.

This year I was invited to do a presentation at the Southern Interior Horticultural Show in Penticton, British Columbia (Canada).  The growers in British Columbia are experiencing problems due to diseases and need to replant their vineyards. I was so glad that my audience was interested in plant health and procuring material that is not infected with pathogens (disease causing agents). There are so many articles and books that focus on planting a new vineyard.  These describe soil preparation, setting up irrigation, trellis systems, etc. but rarely focus on plant health.  The best way to avoid disease in a vineyard is prevention.  It is known that diseased plants are more susceptible to environmental stress such as heat, cold, drought.  Further, once infected vines are planted, it is too late to fix the problem.  In this article, I will describe guidelines and best practices to assure that the vineyard planting material is healthy and remains healthy during its lifetime.

Available Nursery Material

  In the spring. Nurseries are busy grafting the cuttings of rootstock and scion varieties that were collected in the winter.  Most nurseries in California propagate and grow material from the California Certification and Registration (R&C) program.  This R&C program was revised in 2010 to include testing for specific pathogens (mainly viruses and Xylella fastidiosa, the causal agent of Pierce’s disease).  After the discovery of Grapevine red blotch virus (GRBV), the regulations were revised once more in 2016 to include the exclusion of this detrimental virus in the certification program.  Canadian growers procure plants from the Canadian Certification program but also purchase plants from California nurseries.

  Some growers and winemakers already have a favorite nursery they have worked with and have had good success with the planting material. Others may had had a bad experience and likely will avoid working with that nursery.  In every case, it is important to develop a good working relationship with the nursery that will produce the grafted vines to be purchased. Prior to placing an order, there is important information to request from the nursery that will help determine the quality and health of the plants they produce. 

  Most growers will be interested in purchasing certified grafted vines as they have an extra level of assurance (the foundation mother blocks are tested regularly for certain pathogens).  However, growers must be aware that grapevine plants are still being propagated in nurseries from the old California R&C program (material from the early 1980s Since many diseases are transmitted and spread in the vineyard you can expect that the older the block the higher the chances of being infected with one or more pathogens!).  It is also important to know when was the nursery increase block planted. As starting in 2017, the new U. C. Davis foundation block was found to be progressively infected with GRBV to the point that it had to be abandoned and replaced with plants grown in greenhouses.

  Even if the nursery propagates material from the certification program you should ask if the nursery has a disease testing and sanitation plan.  The nursery personnel can provide their quality assurance protocol.  Questions to ask include the following: how old are the mother blocks? how many vines are tested in each block? Does the nursery perform random testing or do they have a plan and test all vines on a rotation basis?  Which pathogens are tested for, how often, and why do they not test for others?  Do they test single vines or composites of many vines?  What do they do when a composite sample tests positive for a detrimental virus (i.e., Grapevine leafroll, fanleaf, or red blotch)?  Would they allow you or your consultant to take samples of the varieties or clones of interest and base your purchase on the laboratory results? The answers to these questions will reflect the seriousness of the nursery operation and give some idea of the overall health of the increase blocks and nursery rows.   In addition, I strongly recommend to request reports of the analyzed vines to learn about testing schedules and health history of the nursery’s increase blocks. If the reports are not clear, talk to the nursery personnel or a plant pathologist to help you understand the testing schedule and/or results. It is important to visit the grafting and propagation facilities to perform your own inspection. Finaly, inspecting the plant material and performing a random test prior to delivery and planting will avoid planting material infected with trunk disease causing fungi and Allorhizobium vitis (previously known as Agrobacterium vitis, the causal agent of grapevine crown gall).  If you do not have the required knowledge to understand what to look for, I recommend you hire an expert who can help. 

Testing Requirements of Plant Material

  To increase the assurance of freedom of disease, representative samples from blocks of the rootstock and scion material should collected and submitted to a testing laboratory to determine their health status.  If the vines are field finished (i.e., not potted), testing after growing in the nursery rows or after cold storage is recommended to assure freedom of disease-causing agents.  Is it possible to develop a testing plan depending on the number of vines to be produced, either by testing individual mother plants or using statistical sampling.  The more samples that are submitted for testing, the better confidence in results.

  The grower may decide to propagate and graft material from their own or a neighbor’s vineyard. This choice can be based on early performance of the specific variety or clone in the winery.  However, caution must be taken to assure that the field selection is not infected with detrimental pathogens.  A field selection that performs well in one vineyard may not perform the same way in a newly planted vineyard.   For example, it is known that some pathogens may not display symptoms until a stress factor is present.  Also, some varieties display more symptoms when grafted to a specific rootstock.  In summary, regardless of where the plants originate, it is a good practice to test the mother vines for the presence of pathogens.

Prevention of Infection in the Newly Planted Vineyard

  Procuring certified and/or disease-free tested vines, is just the start.    The newly planted vines have the potential to become infected during their life span. This is especially possible if a diseased vineyard block was removed and replaced with “clean planting stock” or nearby blocks are infected with a virus that is able to spread (e.g., some Grapevine leafroll associated virus species are transmitted by mealybugs; Grapevine fanleaf virus is specifically transmitted by nematodes).

  The new blocks and adjacent vineyards should be monitored for insect vectors and/or suspicious symptoms.  It is always a good idea to determine the cause for suspicious symptoms as viruses and other pathogens can spread from adjacent vineyards.   The knowledge of a positive finding of a virus that is transmissible and the presence of the insect that transmits it will turn on a warning sign.  For example: Grapevine leafroll associated virus-3 or other related Ampeloviruses (GLRaV-1, or -4) and the mealybugs that can transmit these viruses should alert the vineyard manager of a disease prevention strategy that will help avoid the spread of these viruses. I have observed instances in which a vineyard owner removes (and replaces with tested vines) only half of the infected vineyard block to avoid production losses.

Vineyard with grapevines and sunlight

A new vineyard planted with vines infected with Allorhizobium vitis (cluse up)

  The other half of the infected vines are removed after the newly planted vineyard block starts to produce grapes.  This is not recommended.   In these cases, I have seen that by the time the infected older plants are removed, the newer plants have become infected with the same pathogens that were present in the original block.

  Some important fungal and bacterial pathogens are soil-born and can be transmitted to the new planting after the infected vines were removed.  But it is also possible to bring these pathogens with the new planting material.  In many cases, a simple visual inspection can indicate that the planting material is infected with A. vitis. Either way, with no symptoms present, sophisticated tests are available to test the vineyard soil and planting material to allow the grower to make informed decisions on planting and disease management.

Conclusions

  In summary, new vineyard development is a critical task that should be taken seriously.  My recommendation is not to hurry.  Do not just purchase the only material left at the nursery or propagate your next-door neighbor’s budwood because you made last minute decisions.  Take the time to make sure that the planting material will meet the quality standards that will produce the best grapes for optimal wine or table production.  You probably heard me say many times that the only way to avoid disease in the vineyard is to prevent the introduction of harmful pathogens.

   By far the most efficient way of pathogen introduction in a vineyard is by planting material that is already infected (one infected mother plant can produce 200-300 infected daughter plants!).   Currently there is no cure for graft-transmissible diseases once established in the vineyard.     This urges you to apply special care when selecting planting material prior to developing a new block.   With these simple guidelines, it is my hope that you will develop a vineyard that will be healthy and productive. 

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

rain gauge on grapevine plant

Practical Viticulture: The Tried-and-True Plus Something New in Vineyard Soil Moisture Monitoring

By: Michael Cook and Justin Scheiner, Ph.D. – Texas A&M AgriLife Extension Service

As grape growers, we know how important water is for profitable production. Water is involved in pretty much every physiological activity inside a grapevine. We also realize that water is a precious resource and no matter how you slice it, it costs us money. It is not only expensive to apply, but the indirect costs of over or under watering can lead to negative impacts on our bottom line.

  Most climate models predict future growing seasons will be warmer, which will increase water use by grapevines and vegetation in vineyards. This may be good for our friends in Canada, “eh”, but for growers and grapevines in more arid and hot areas on the West Coast as well as in the warm continental and humid climates east of the Rockies, it would spell trouble. These trends mean that it’s increasingly important for commercial producers to adopt data driven technology to monitor water in the soil and in the vine to help guide our decisions. Long gone are the days when the small producer could say there are no sensors in their price range.

  Thanks to advances in technology and manufacturing, there are sensors of all shapes and prices available to today’s grape grower. Having accurate, intuitive data about water use can save a grower serious money. Soil moisture sensors can be very useful in determining when to start irrigating and when to stop. Those that dry farm often irrigate the first few years of vineyard establishment and soil sensors can even be useful in these more temporary situations. Here we’ll briefly discuss soil sensor types and how even the smallest grower can benefit by adopting this technology as part of their irrigation management plan. In a future article, we’ll discuss monitoring vine water status directly and weather-based modelling for irrigation scheduling.

Soil-Based Approaches

  Getting the most out of soil sensors requires some basic knowledge of soil water dynamics. A thorough treatment of these principles is beyond the scope of this article, but we’ll highlight a couple of key concepts here. The foundation for using soil-based water availability measurements, which are ultimately an indirect method of monitoring vine water status, is that we want to maintain some level (e.g., 50-80%) of plant available water (PAW) to vines throughout the growing season. Plant available water is the amount of the water in the soil that vines can actually take up versus the total amount present. While it can be represented as a percentage, we can also express PAW as a volumetric measurement (e.g., inches per acre). Once the soil begins to dry out and the moisture content decreases below a threshold, typically 40-50% of PAW, vines experience drought stress. The specific minimum depletion level that a grower may allow, often called the management or maximum allowable depletion (MAD), may be fine-tuned where a water deficit is allowed to persist over key phenological stages. However, once the soil moisture level approaches 50% most growers will opt to turn the irrigation on.

  Plant available water for a given site or vineyard block can be easily estimated based on soil type, texture, and depth (Table 1). These soil qualities can be investigated by consulting USDA Natural Resources Conservation Service soil maps, collecting soil samples for soil texture and chemical analysis and by simply digging soil pits with an excavator to observe soil horizons, potential rooting depth for new vineyards, and actual rooting depth for mature vineyards.

  Although we still need to get out and scout our vineyard blocks for visual cues throughout the season, soil sensors provide actual data about what is happening in the plant’s root zone. These sensors can be categorized by their function, including those that measure soil tension (qualitative) and those that measure soil moisture content or volume (quantitative).

  There are a number of things to consider when choosing a soil sensor. One is determining the number of sensors to utilize as many can only provide a single point of measurement. Even when using multi-depth sensors, vineyard sites or individual blocks with higher soil variability and with greater topographical changes will require more sensors to accurately determine irrigation needs. The tradeoff for this is higher data resolution leading to more informed decision making. The viticulturist should also consider installing soil sensors at multiple depths in the soil profile so that water infiltration through the soil can be monitored (Image 1). This is also useful for determining if deep soil moisture is available during periods when irrigation may not be routinely applied such as near bud break. With so many soil sensor options available, cost, convenience and accuracy should be weighed to identify the best option.

  No matter which soil sensor you choose, pay particular attention to the placement, installation, and maintenance protocol as each soil sensor type has different requirements. No soil sensor will provide accurate data if it is installed and maintained improperly. Sensors must maintain constant contact with the soil and should be located under the trellis in an area that would normally be wetted by the irrigation system but not immediately underneath an emitter. Make sure to flag soil sensors in the field, secure any cabling, and map locations for future reference as they can easily become lost or damaged.

Qualitative-Based Soil Sensors

Qualitative-based soil sensors, also called water potential sensors, matric potential sensors, or water suction sensors, measure how tightly moisture is bound to soil particles. These measurements are described in tension units (often as centibars, or cbars). Data can reflect suction or negative pressure as with a tensiometer or electrical conductance/resistance as with electrical resistance blocks. Water potential readings are higher (less negative) in fully saturated soil and become more negative as soil begins to dry due to the increase in soil water tension. In other words, there is still water in the soil, but the plant can’t use it because the soil won’t give it up. Soil tension sensors are generally soil-specific and can be inaccurate if the correct model, calibration and installation instructions are not followed.

  These sensors are useful to indicate when to irrigate, but it typically requires some time to understand roughly how much water to apply to bring soil moisture up to an appropriate level.

Quantitative-Based Soil Sensors

  Quantitative-based soil sensors, also called volumetric water content (VWC) sensors are the most used sensors in commercial vineyards. Based on a calibration, they measure how much water in liquid form is present relative to the amount of soil (i.e. volumetric). Measurements are generally in units like percent volume of water to volume of soil or cubic inches of water per cubic inches of soil. For example, a sensor giving a reading of 25% volumetric water content is the same as 0.25 cubic inches of water per cubic inch of soil. When compared to the water content at field capacity, VWC deficits can be used to drive irrigation scheduling decisions. Although the information provided by VWC sensors can be highly valuable, it does not provide any insight into other pertinent information such as water adherence to the soil or ease of extractability by the vine.

  Two classes of quantitative-based soil sensors include Neutron probes and dielectric sensors. Neutron probes are primarily used by researchers and irrigation specialists, requiring bulky and expensive equipment and licensing. Dielectric sensors include Time Domain Reflectometry (TDR) and Frequency Domain Reflectometry (FDR), often referred to as capacitance sensors (Image 2). Of all the soil sensors currently on the market, FDR sensors are the newest and fastest developing area of technology. They can be cost effective, accurate, reliable, low maintenance, and easily integrated into other sensor-based modules like weather stations (Table 2). As with all sensor types, consult the manufacturers recommended installation and maintenance protocol for proper placement, density and depth per block.

  Consider incorporating soil sensors in your water management plan to improve your confidence in irrigation decisions.

 Table 1. Plant available water based on soil texture. (Adapted from Goldammer, T. 2018)

Table 2. Major soil sensor types suitable for vineyard use.

1based off 2025 MSRP for the sensor itself. $ low cost, $$ moderate cost, $$$ high cost.

2maintenance requirement rated from 1-3, with 1 being the lowest maintenance to 3 being highest maintenance.

Image 1. A single soil sensor monitoring moisture placed in the topsoil and another installed in the sub-soil at the same location.

Image 2. A capacitance type sensor being installed in a vineyard.

flock of birds flying above the vineyard

The Impacts of Wildlife on Vineyards & How to Manage the Damage

By: Alyssa L. Ochs, Staff Writer

Animals of all sizes and types can have devastating impacts on grapes growing in a vineyard. There are direct economic impacts when animals eat, trample or otherwise damage grapes, which leads to yield losses and additional expenditures for pest control measures.

It is essential for vineyard owners to find a balance between the costs and labor involved in wildlife control and the benefits of a healthy harvest. We connected with leading vineyard wildlife control companies to learn more about the effects of wildlife and how to manage grapevine damage caused by wild animals.

How Wildlife Affects Vineyards

  There are many ways in which animals can affect grapevines in a vineyard. For example, they can cause direct crop damage by eating grapes, especially when grapes mature right before harvest. Wildlife can contaminate grapes by leaving behind fungus and bacteria from their fecal matter. This residue often leads to off-flavors and bunch rot.

Vine damage occurs when animals gnaw on vines’ bark or dig around the base of plants, impacting current and future grape growth. There is also the possibility of soil erosion caused by wildlife trampling through the vines and damage to irrigation systems.

  Some vineyards are faced with increasing costs for pest control because they need to address the damage already caused and then take more effective action to protect future crops. Changing weather conditions and increasing extreme weather events may also impact pests’ natural behaviors, requiring shifts in vineyard pest control strategies to accommodate new patterns of infestation.

Factors Affecting Wildlife Damage

  A vineyard’s geographic location matters regarding wildlife damage to grapes. Some areas are more prone to animal activity, so it is important to understand the prevalence of wildlife populations and their feeding patterns where you are. You may experience more or less wildlife due to the availability of food and shelter, as well as your vineyard’s terrain and proximity to wild habitats and urban areas.

  The type of wildlife present in your area also determines how much damage is likely to be caused, as some pests cause more harm than others. Fortunately, customized solutions are available to help vineyards improve their management practices and be proactive about minimizing wildlife activity.

Types of Damage Caused by Wildlife

  Birds cause substantial damage by eating copious quantities of grapes, thereby reducing a vineyard’s yield. Starlings, sparrows, and blackbirds are problematic in many vineyards. You may notice pecking damage from birds on grapes, which leaves them susceptible to rot and disease.

  Jon Stone from Avian Enterprises told The Grapevine Magazine, “While grapes that are consumed are a direct loss, pecked grapes may release juice, which can lead to bunch rot and even greater levels of loss. The juice can also attract drosophila flies and wasps, which can spread the rot to otherwise untouched bunches.”

  Based in Sylvan Lake, Michigan, Avian Enterprises offers an EPA-registered solution to eradicate pest birds without causing harm to the birds, other animals, or humans.

  Rodents are common in vineyards, including mice, rats, and voles. These animals are notorious for gnawing on vine roots and bark, which weakens or kills the vines. Rodents can contaminate grapes and vineyard equipment with their fecal droppings, creating risks for food safety and sanitation.

  Deer are known for causing vine damage as they move through vine shoots, leaves and grapes. The movement of deer in vineyard rows reduces the plants’ ability to successfully photosynthesize and produce grapes. Because of their generous size, deer commonly damage vines and soil by trampling through the rows, causing root damage, soil compaction and trellis and fence damage.

  George Horetsky, senior sales representative at Trident Enterprises, told The Grapevine Magazine that bucks also cause damage by rubbing their antlers on young vines, which can kill or weaken them. Based in Waynesboro, Pennsylvania, Trident Enterprises has been a wildlife exclusion expert for over 30 years and is a leading distributor of fence supplies.

  In some areas, wild boars are a problem for vineyard owners. They eat grapes, leading to significant crop loss. Wild boars have rooting behaviors that uproot vines and damage irrigation systems. Predatory animals like coyotes and foxes can also disrupt vineyard operations and scare away beneficial wildlife and insects as they search for food.

Economic Impacts of Wildlife Damage

  Horetsky from Trident Enterprises explained to us how wildlife damage, especially from deer, can lead to substantial economic losses for vineyards.

“Reduced yields from damaged vines directly impact revenue, while the cost of repairing physical damage and replacing plants adds to the expense,” he said. “In some regions, studies suggest wildlife damage can result in a five to 10 percent loss in total vineyard productivity annually. Beyond crop loss, vineyards may face increased operational costs for pest management and implementing preventative measures. Trident Fence’s wildlife control solutions are designed to help mitigate these losses by offering durable, long-lasting fencing options tailored to vineyard needs.”

  Stone from Avian Enterprises shared with us, “The USDA has estimated that bird damage may result in a loss of up to an average of 40 percent of the crop. In a recently published article, Michigan State University states that losses can be as high as 95 percent and 60 percent in red and white varieties, respectively. Losses of over $100 per acre are possible. Clients who have used Avian Control® Bird Repellent have reported significant reduction in the level of loss, at times less than 10 percent.”

How to Prevent Wildlife in the Vineyard

  According to Horetsky from Trident Enterprises, one of the best ways to control wildlife is to install effective fencing.

  “High-quality fencing is the cornerstone of wildlife prevention,” Horetsky said. “Our fencing solutions, including poly and metal mesh options, are designed to withstand wildlife pressure, providing reliable protection for vines. Customizable features ensure the fencing fits the specific needs of the vineyard, whether it is a large-scale acreage or a boutique operation.”

  Horetsky also recommended creating physical barriers to reinforce vulnerable areas like vineyard perimeters and entry points. He suggested pairing fencing with complementary measures like motion-activated sprinklers or repellents during peak wildlife activity. He also shared that inspecting fencing regularly is essential to identify and repair damage.

  “By investing in durable, scalable fencing solutions and adopting best practices for wildlife deterrence, vineyards can focus on cultivating healthy vines and maximizing their yields, year after year,” Horetsky said.

  Stone from Avian Enterprises explained that rather than trying to manage and repair damage already done, crop loss to foraging birds can be significantly reduced by taking a proactive approach to bird control.

  “Frightening devices like cannons, distress calls and streamers have proven to be somewhat effective, while netting is effective but costly to use and very labor intensive,” Stone said. “Avian Control® Bird Repellent is a non-toxic liquid spray that, when used as directed, irritates birds, teaching the birds to avoid any treated areas.”

  Stone said that Avian Control® has no effect on people, pets, or livestock. Also, it does not affect the taste of grapes and biodegrades rapidly.

“The key to successfully bird control is to begin applying Avian Control® Bird Repellent at the first signs of birds in the vineyard, usually around veraison,” Stone said. “Avian Control® can be used up to the day of harvest.”

Best Practices for Vineyard Wildlife Control

  Stone at Avian Enterprises stressed that growers who have experienced the highest level of success with their company’s products have begun their applications early. 

  “Waiting to see how serious the damage will be allowed the birds to establish themselves in the vineyard, making it more difficult to repel them and ensuring ongoing damage until the birds leave,” Stone said. “Avian Control® works at it best when applied by itself. Tank mixing is discouraged, as the presence of other chemicals has been shown to reduce effectiveness, and a pH that is below 6.5 causes premature breakdown of the product. Properly applied, an application of Avian Control® can last up to two weeks.”

  Meanwhile, Horetsky from Trident Enterprises provided several tips for effectively using his company’s wildlife control solutions in a vineyard. His advice can be broken down into the following: site assessment, proper installation, maintenance, complementary measures, and custom solutions.

  “Conduct a thorough assessment of the vineyard to identify vulnerable areas, such as borders near forests or water sources,” Horetsky recommended. “Ensure fencing is installed at the correct height and depth. For deer, fencing should be at least 7.5 feet tall to prevent jumping.”

  “Regularly inspect fences for damage or wear, especially after storms or during peak wildlife activity,” he continued. “Combine fencing with other deterrents like motion-activated sprinklers or repellents for a multi-layered approach. Finally, utilize fencing systems designed for vineyards, such as those with easy access points for equipment and workers, while maintaining robust protection.”

  Vineyards can preserve their immediate productivity and long-term sustainability by incorporating these measures and investing wisely in wildlife control solutions with the help of trusted companies that understand the industry well.

  “Wildlife pressure can be unpredictable, but proactive measures like high-quality fencing reduce risks and provide peace of mind,” Horetsky said. “Trident Fence is committed to helping vineyard owners find practical, cost-effective solutions tailored to their unique needs, ensuring their vines — and bottom lines — are protected season after season.”

Precision Irrigation Controls

A Simple Solution for Modern Viticulture 

man working in grape vineyard with irrigation hand control and monitoring

By: Adam Setzler

While established vineyards are hearty and may not require as much water as some other crops, growers know a steady flow of the essential resource – especially at certain times of the year – is vital for growing high quality grapes. And, we know nature doesn’t always deliver precipitation when it’s needed. On top of the stress of weather, there are so many additional challenges when it comes to managing acres of vines – labor, disease and pest prevention, pruning and harvesting, among many others. All these factors can be a lot to tackle from sunup to sundown, and some days beyond.

  This is where precision farming – specifically installing and mastering the use of irrigation management tools – can provide solutions to help care for the grapes and streamline the day-to-day management of the vineyards to keep everything as simple and efficient as possible. With the use of technology, irrigation systems can be easy to navigate and provide benefits beyond creating a reliable source of water to the vineyard.

  So, how can growers choose the right irrigation control system? There is a fine balance to keep. It’s important to choose the system that’s a sound investment in equipment and technology while also matching the vineyard’s management style, and of course keeping business margins in mind. Here are five priorities growers should consider when searching for the right precision irrigation automation system.

Precision

  Water management is a critical concern for growers, especially with increasing environmental and regulatory pressures. According to the USDA, agriculture consumes approximately 80% of the nation’s water supply, and traditional irrigation systems are responsible for significant inefficiencies, with up to 50% of water lost due to evaporation, runoff or overwatering. That’s why it’s important for growers to choose an irrigation control system like Toro’s Tempus Ag that can deliver water in the most precise way, making every drop count. Controlling the water and being able to irrigate when and where it’s needed most gives growers a double benefit – environmental sustainability and more cost-effective operations.

  Some irrigation automation systems have smart scheduling capability – the ability to manage and adjust the irrigation system in real-time from a smartphone, tablet or computer – which will help growers keep water usage precise. Other equipment that will help make an irrigation system even more precise are soil moisture monitors, rain sensors and air temperature sensors. When looking for the right irrigation control system, growers should make sure the system they choose supports all the additional technology they want to incorporate. While tools like soil monitors and weather sensors may seem like extra bells and whistles that aren’t needed, they provide important information so growers can make data-driven decisions and get the most out of the investment into an irrigation automation system.

  By reducing unnecessary water use and streamlining irrigation practices with precision technology, growers will conserve water, lower energy costs, and improve the sustainability of their operations, ultimately boosting productivity and profitability.

Labor Efficiency

  Managing a workforce can be a big part of running a vineyard. With staffing shortages and a seemingly never-ending daily to-do list, labor can be a big challenge. However, a new irrigation control system can maximize labor efficiency and reduce workforce needs, which can help many growers who are burdened by the scarcity of skilled workers. This is especially beneficial for growers who depend on manual labor for critical tasks like irrigation. Labor is also a large expense for growers. According to the USDA, hired labor accounts for approximately 12% of all farm production expenses, making labor-intensive manual irrigation a significant operational cost. Installing a precision irrigation automation system can help reduce labor and the operational costs that go with it. Plus, having digital management tools also benefits the employees who continue working in the vineyards, minimizes workers’ exposure to hazardous conditions and giving them, their families and the growers peace of mind.

Simplicity

  When adding a new irrigation automation system, growers should consider how easy it is to use the new tool. Ultimately, the goal is that new technology will simplify operations, so choosing an irrigation control system with a user-friendly interface and simple design will ensure growers feel comfortable and at ease. Of course, any new system will require a little up-front time to learn and program the system, but minimizing the effort required for the set-up by selecting an easy-to-use system helps the investment pay off quickly.

  Smart technologies can also make irrigation management even more simple. An irrigation control system that is accessible through a smartphone or tablet allows growers to control water usage in the vineyard any time and from anywhere. For growers who are looking for more freedom, an irrigation system that is supported by on-the-go technology is a way to know their vineyards are well cared for, even when they aren’t at home.

Reliability

  Reliability is also important to consider when choosing an irrigation automation system. When it comes to getting tasks done, growers need confidence they can rely on the technology to work correctly. After all, a new investment shouldn’t make an operation harder by constantly needing repairs. Growers should go with a brand they trust – one backed by expertise and dependable services and devices. Irrigation control systems can reduce risk associated with human error and minimize the need for manual intervention, saving time and optimizing water usage, so if a grower can’t trust a system to work, they won’t reap the benefits of the investment.

  Reliability goes beyond the trust factor. Growers should also consider cut-and-dry factors such as if a control system retains memory even during power outages, and how much regular system downtime is required. Choosing a system that is reliable provides a smart, sustainable approach that lets growers focus on the big picture.

Flexibility

  While expansion may not be a high priority for all growers, it’s an important factor to consider when installing an irrigation automation system. Choosing a system that can be flexible and support a growing vineyard allows for a streamlined operation with endless possibilities. Making an investment in a flexible control system that can grow and change with an individual operation is imperative. It’s impossible to know what the future holds, so choosing a system that can be expanded sets a grower’s future up for success.

  No matter where a vineyard is located, water management is a high priority. While there are many factors to consider when adding any type of equipment to a vineyard, growers can keep these five priorities in mind when choosing an irrigation control system to feel confident about their investment. With the help of technology, precision irrigation can reduce labor and energy costs, optimize water usage and minimize maintenance, all leading to long-term savings and increased profitability.

Advanced Winery Wastewater Management Systems Extract Renewable Energy & Resources

cambrian tanks next to vineyards and mountains

By: Gerald Dlubala

Wastewater has traditionally been considered a necessary byproduct of doing business,” said Matt Seng, the global strategic accounts manager for Cambrian Innovation, Inc. His company is a leader in sustainable resource management, providing clean water, renewable energy and water treatment as a service to industrial manufacturing businesses. “Businesses buy water, bring it in to produce a product, then they have wastewater left over that goes out to the city’s treatment system. For many years, businesses just assumed this is just how it is, like in our homes,” he said. 

  Now, thanks to advanced technologies, winery wastewater can be treated, extracting reusable, valuable resources for reuse in the vineyard and winery.

Cambrian Innovation Inc: Wastewater Treatment as a Service

  Cambrian Innovation’s unique Water Energy Purchase Agreement (WEPA) provides on-site wastewater management services that transform the winery’s wastewater into renewable energy and clean water for reuse within the winery and vineyard.

  Matt Seng has been with Cambrian Innovation since its inception. He tells The Grapevine that Cambrian’s innovative and cutting-edge Water Energy Purchase Agreement (WEPA) is winery friendly, using biological treatments that mimic the earth’s natural cycles and wastewater treatments to help move their clients to their sustainability, clean water and renewable energy goals.

  “At Cambrian, we’ve looked at the wastewater that the food and beverage industry produces and see that there are some resources in that wastewater that we can extract using technology,” said Seng. “We can provide an on-site treatment system that extracts those natural resources and returns them to the plant for use.”

  “We use a couple of different technologies, some of which produce renewable energy in the form of biogas, which is the natural fermentation of the byproduct of a natural process occurring in nature,” he said. “That biogas is returned to the winery for use as fuel for a boiler to heat up water or produce steam. Biogas is categorized as renewable energy because it replaces or reduces the amount of fossil-based natural gas that needs to be extracted. In that process, we clean up the water for reuse in the winery for cleaning and washups. We take the status quo of paying the city for water only to pay them again to dispose of wastewater and flip that script. Cambrian can do this for you on-site with several advantages.”

Advantages of Cambrian Innovation Wastewater Treatment Systems

  Those advantages include producing renewable energy, so wineries don’t have to buy as much natural gas from the gas company to fire their boilers. Another result is receiving clean, EPA-quality drinking water back from the treatment.

  “This isn’t grey water, and it’s not partially treated wastewater,” he explained. “It’s drinking water made possible because we use the same technologies that the city uses to make its drinking water. The net result is there is less water going to the city’s treatment system, which reduces their emissions of greenhouse gases. And we’re now also enabling the winery to buy less city water to bring into the winery. We’re reducing the amount of city water coming in and the amount of wastewater going out, and we’re keeping those natural resources of energy and drinking water on-site.”

  Seng tells The Grapevine Magazine that their business model is service-based over equipment sales. “We want to own and operate the system,” said Seng. “That is very compatible with many winery owners who just want to make wine. They don’t want to treat water and wastewater. So we do this as a service rather than selling them the equipment to do it themselves. Then, winery owners don’t have to spend the capital to purchase, operate or maintain this technology. They pay Cambrian a service fee based on the amount of wastewater that is treated.

  “All of this work involves biology, which anyone in the wine industry knows well,” said Seng. “It’s all about biological processes, some of which occur without oxygen and are called anaerobic systems. The anaerobic microorganisms convert the organic matter in the wastewater into biogas, providing renewable energy. On the other hand, we use aerobic, or oxygen-containing biological systems to treat wastewater further and provide the basis for producing EPA-quality drinking water. These advanced treatments involve reverse osmosis and UV disinfection. The combination of anaerobic biological treatment to produce renewable energy, followed by the aerobic biological treatment, followed by reverse osmosis and UV disinfection results in EPA-quality drinking water that goes right back into the winery.”

Maximum Results with Minimum Requirements

  Cambrian takes responsibility for designing, building, owning, operating and maintaining the system. Seng said that although their systems are designed for all sizes of wineries, larger facilities have better economies of scale because there’s a certain amount of control system automation that has to be applied, no matter how big the winery is.

  “We do our best to do a financial business case that improves the winery’s finances,” said Seng. “We certainly don’t expect a winery to do this if it will cost them more money than their current situation. Sustainability and greenhouse gas emission reduction are important to wineries and vineyards, but we understand the financial impact is equally important. We always strive to make our solution less expensive than the costs that the winery is currently incurring. And the winery only pays if we produce the energy and the quality water.”

  “Generally, at minimum, we’ll need about a quarter of an acre, or 10,000 (100×100) square feet,” said Seng. “We come in and lease the area and pay the insurance and property tax. As engineers, we work with the winery to design the space, typically providing above-ground structures inside a building to ensure it’s not an aesthetic issue. We don’t want to put industrial equipment on a site and ruin the aesthetics.”

  “There are no further requirements from the winery owner to provide any operational assistance,” he said. “We are autonomous, but we work closely with our customers. Upsets and changes in production are inevitable, and we work with our clients to ensure consistent, quality results. We design the systems to ramp up or down to match the variability in production, for example, during crush. Any biosolids produced from our biological process are our responsibility to manage. In the worst case, it’s moved off-site for disposal. Often, we’ll upgrade it to EPA standards so we can use it on farm fields as a fertilizer amendment. The basis of our systems is to never impact the environment negatively, and we adhere to all EPA requirements in all 50 states just as any organization, city or municipal authority has to do.”

  Winery owners can contact Cambrian Innovation directly to see how their WEPA can benefit their winery.

BioMicrobics: Proven Wastewater Treatment in Compact Designs

  Based in Lenexa, Kansas, BioMicrobics is a leader in Integrated Water Resource Management, celebrating over two decades in the global water and wastewater industry. One of their many specialties is in wastewater management for wineries. Their BioBarrier® HSMBR® Winery wastewater treatment system uses a High Strength Membrane Bioreactor (HSMBR) designed to handle the unique, fluctuating wastewater loads present in winemaking production.

  Joe Rebori is BioMicrobics Inc.’s assistant vice president for inquiries, engineering and regulatory affairs. He spoke to The Grapevine Magazine about the company’s wastewater solutions for wineries of all sizes.

  “For wineries, it’s primarily about handling the wastewater derived from the grape processing,” said Rebori. “To a lesser extent, it also includes places like tasting rooms. Winery wastewater has a very high sugar load; in wastewater terminology, it has a high carbonaceous, biochemical oxygen demand. There’s just a lot more sugar per volume measured that has to be broken down by a wastewater treatment system. In fact, it can be more concentrated by a factor of 10 to 20 times as compared to domestic waste.”

  BioMicrobics’ BioBarrier® HSMBR® Winery wastewater treatment system uses ultrafiltration membranes predesigned to remove the organic pollutants and suspended solids that wineries produce during their normal day-to-day operations. These systems can handle more fluctuating and higher amounts of organic loads than those in typical wastewater systems.

  “During crush is a winery’s highest wastewater load just because of the volume and heavy processing that occurs with the skins, stems and pulp during fermentation,” said Rebori. “Some facilities may use a holding area to take the waste away. Others might still use conventional septic drain fields to dispose of waste if allowed. Those fields usually can’t keep up and need additional on-site treatment before the waste can be disposed of. Treatment with a septic drain field is based on soil characteristics and the capacity of the soil to take on that high organic load of waste.”

  That’s where BioMicrobics’ wastewater management experience and expertise can help wineries transform their wastewater into a reusable water resource. First and foremost, Rebori recommends that every winery owner check their local regulations and know upfront what they are allowed to do with their wastewater. Are you allowed to spray it over your land? Can you dispose of it subsurface in septic drain fields? Some states, like California, have different rules that depend on winery size. The larger the winery, the more restrictions on self-management there are.

BioMicrobics Wastewater Systems for Your Winery

  “We offer wastewater treatment systems for process waste and optionally combined with all other facility waste like tasting room, sanitary, restaurant and more,” said Rebori. “Sometimes those waste systems are combined, sometimes they’re separate. Our membrane filters treat this type of waste. BioBarrier® HSMBR® Winery Wastewater Treatment System is predesigned to handle the high sugar load that occurs during wine production. The system uses a biological treatment combined with a membrane filtration process. We have a slurry of bacteria to break down all the sugary waste in combination with fine membrane filters containing microscopic openings that physically prevent bacteria and large molecules from passing through. This gives a winery owner a system that turns their wastewater into filtered, disinfected and treated water with no organic content that can be used for irrigation, equipment cleanup, outdoor spraying or fire suppression.”

  Regarding spatial requirements, Rebori says that BioMicrobics’ smallest scale projects would include a couple of different tanks with a minimum volume of a few thousand gallons located within a 30×10 foot (300 square foot) space. Most are buried in a greenspace or under a parking area, using traffic-rated tanks to best use the winery’s space while maintaining its aesthetics. Maintenance is minimal, with an eight-year membrane filter replacement schedule and a bi-annual preventative maintenance schedule that includes filter cleaning and blower application checks. Other inspection points include sampling the liquid inside the chamber that reacts with the wine waste where the bacteria are growing to gauge the state and health of the slurry within the system. Solids may occasionally have to be removed, depending on system use.

What to Know Before Getting Started

  A BioBarrier® HSMBR® Winery Wastewater Treatment System serves many small wineries that other systems may not target,” said Rebori. “It’s an affordable solution for wineries to produce quality, reusable water on-site using membrane filtration, which has been proven over other technologies to yield the best water quality. A winery owner or their engineer can contact us directly to get started. All we need to know to get started is the annual wine production. That gets us in the ballpark of the system size we’re looking at. Then, we can work with civil engineers on the site plan and the types of tanks needed. Our systems are modular and can manage projected expansion, but the better choice is to install the proper tank upfront and modify the aeration and filtration equipment when needed.”