blending

Embracing Inefficiency in Craft Brewing

Good To Know

I used to do a talk titled "Embracing Homebrewing" (here it is on the Beersmith Podcast). Basically, rather than worry about replicating the exact process/results of a craft brewery, enjoy the things that you can do on a small scale without regulatory oversight (dosing in spirits, ice distillation, foraging) or  economic pressures (expensive ingredients, not worrying about extract efficiency) etc.

The more great brewers I talk to... the more I realize that Scott and I run Sapwood Cellars like a big homebrewing operation more than a small craft brewery. We're lucky that we have enough support and direct sales that don't have to worry too much about cost, time, or efficiency. This post dives into that a little deeper on the benefits of inefficiency using the six beers included in the upcoming shipment of our Out-of-State Shipping Club as examples! 


Variability: Flemish Gothic

Most mixed-ferm breweries have a single house culture they pull off a tank or set of barrels or a specific commercial microbe blend that they add to every batch of a given beer. It makes a lot of sense, it promotes consistency and you don't have to worry about blending/attenuation. However, for me it lacks the dynamic flavor options and variety in finished beers I love. Every time we brew a new sour base beer, we select a barrel with a culture that suits it, and add some to primary (along with a healthy Saccharomyces pitch). 

Flemish Gothic is a beer we blended from three different wine barrels, with three different base sour reds (Standard Red, Provisional Strength, Vin De Céréale) each with a different culture. That allowed us to dial in the acidity, malt balance, and level of Brett expression. It worked out that we did a three-year blend rather than the standard old/young blend done by Rodenbach and many other Flemish Reds. 


Flemish Gothic Tasting Notes

Smell - Real range, right from the start. Honey, leather, blackberry fruit leather, some dried hay of hops. Cocoa, Tootsie Pop. I could see Balsamic, but without the vinegar or nail polish. 

Appearance - Beautiful ruby red. Good clarity. Stable off-white foam, pours three fingers. 

Taste - Bright lactic acidity, with dried cherries in the finish. No acetic harshness in the finish. Mild perceived fruity sweetness. A little damp oak, but not aggressively woody despite the extended aging thanks to the well used barrels. Could have even used a little more. Slight licorice as it warms. 

Mouthfeel - Medium body, pretty smooth. Firm carbonation. Slightly oaky astringency. 

Drinkability - Really good, lots of malt/barrel/Brett character all working together without excessive acidity. One of my favorite sours we’ve done, right up there with Growth Rings. I’d like to blend something similar again in a few years. 

Changes for Next Time - A few people suggested more acidity, but I like it as is. It’s considerably more acidic than my recollection of Flemish Kiss from Commons. I’ll be looking forward to seeing how this one ages.


Effort: Gindicators 2024

Local in-season fruit is less expensive than buying IQF or Puree. What you are paying for with those is convenience and consistency. Buying locally requires figuring out who grows good produce, building relationships, and being on top of communication. For Gindicators, we sourced peaches, nectarines, and apricots as the summer progressed. I picked through them each day, processing and freezing the fruit that was ripe. Waiting on the rest. It's worth it for me to go that extra length to create the best stone fruit aroma possible! 

We paired that with a low-acidity (higher hoping rate) pale base aged in gin barrels. Stone fruit in general and apricots in particular bring a lot of their own acidity. After refermentation we blended in a 30 gallon "double gin-barrel-finished" higher-acid beer to add more gin character.



Gindicators 2024 Tasting Notes

Smell - Funky nose, damp hay Brett. As a result, it reads more saison-ish than our sours usually do. Melds in a fun way with citrus and rosemary notes from the barrels. Plenty of stone fruit, yellow peach especially, but leaves room for the other aromatics. Pez candy. Overall vibrant and varied. 

Appearance - Mild haze, bright yellow body. Sticky white head, good density. End of the bottle pour has some small yeast floaties. Seems like more yeast adhered in the bottle than usual too. Maybe the 58W3 from refermentaiton? 

Taste - Snappy acidity (malic?), glad we selected lower acid barrels for this one! Tastes more acidic than the >3.5 pH suggests. Lots of fresh apricot and nectarine on the palate. Minimal sweetness.  Juniper comes through in the finish, piney, Sprite-like. Faint bitterness from the higher IBU component in the blend. 

Mouthfeel - Firm carbonation. Light body, but not tannic or harsh despite the extended aging. 

Drinkability - The acid level is just about right for my tastes, lingers for a second, but then goes. 

Changes for Next Time - Not much to change on this one. I could be tempted to go up 25% on the fruit, it had a little more punch before we blended in the last 30 gallon gin barrel. Likely wasn’t necessary to repitch yeast so soon after refermentation on the fruit?


Process: Neologism 2024

We treat our sour beers with the same care and attention to sanitation and oxygen ingress as we do our Hazy IPAs. We purge the barrels and bottles with CO2, we fill the blending tank with water and push it out to remove all of the oxygen before transers. I think it really shows with the "vibrancy" of the aromatics we are able to achieve, especially in a dry hopped sour like Neologism. It goes into the blending tank on hops, and infuses cold for 48 hours before bottling. Since we can't do a water push out with the hops in there, we do the push out, then add the hops while purging with CO2. 

The only previous batch of Neologism was named to Craft Beer & Brewing's Top 20 of 2022... that was the only beer we ever entered into a contest of any type!


Neologism 2024 Tasting Notes

Smell - Expressive in the nose with the gin shining. Spruce tips. Barnyard. Hops aren't as "raw" as an IPA, but it is still fresh smelling. 

Appearance - Head is great (dense, long lasting). Slightly hazy golden. 

Taste - A little of that guava thing from the first batch is starting to come through, awesome. Pleasant acidity, tart, but not harsh. Gin is a little more savory-herbal than previous gin beers: rosemary, spruce, bruised basil. A touch of oaky-vanillin as it warms. 

Mouthfeel - Light astringency, firm carbonation. Light body. 

Drinkability - I think this one will continue to improve as the edges soften and the hops integrate more. Still wish we could get more of those McClintock Reserva barrels, but even the second use one really helped this one! 

Changes for Next Time - On point! Not this beer… but would still love to do a Tangerine-Gin and/or a Guava Gin at some point.


Risk: Honeymoon SZN

We try a lot of different things that "sound like a good idea." It would certainly be easier and more reliable to pick a slate of brands to make every year. We do rebrew/blend the same beers occasionally, but we don't have a firm schedule and we always try to leave room for inspiration based on what barrels, ingredients, and flavors we have available. 

For Honeymoon SZN we started with a collab we brewed at Olde Mother Brewing (Frederick). Wedding SZN was a rice ale with Nelson Sauvin, elderflowers, and Phantasm (along with a natural thiol-releasing yeast strain). We racked it to white wine barrels and let the resident culture work. I sourced muscadine/scuppernong grapes (indigenous) through a local farmstand that has a relationship with a grower in South Carolina. I knew it was a good idea from the aroma of my car on the way back - halfway between Nelson Sauvin and Strawberry candy!


Honeymoon SZN Tasting Notes

Smell - Muscadine really comes through. Lots of white grape juice. Some toasty-funk, but not a primary aroma when cold. Bridges the gap between the Nelson and Brett. 

Appearance - Clear. Very pale yellow. Good thick white head that doesn’t last long. 

Taste - Light acidity, even less than Life is Ridiculous. Good fruit character, unique, fresh. A touch of funky smoke in the finish I haven’t noticed before. No elderflower. 

Mouthfeel - Bright, light, spritzy. 

Drinkability - Good, could use a touch more acid, but it is very drinkable as is.

Changes for Next Time - Not sure muscadine is a star… would be fun with a light dry hop. Maybe with another fruit, stone fruit?


Time: Opulence 2024

We age our beers for a long time. Years ago I visited an established brewery that had just added a large barrel facility for sour beers. The brewer running it mentioned he had to meet a monthly production quota for packaged product. Just seems impossible for that to produce fantastic beer. Sometimes we go a month without bottling anything because the beer isn't ready yet... sometimes we are doing back-to-back runs because we don't want something to sit any longer! Opulence 2024 was supposed to be Opulence 2023, but the beer just wasn't ready for the cherries after 8 months in the barrel... but it was at 20 months! We had some leftover high-acidity beer from the previous batch of Opulence kegged off that we blended in with the "fresher" beer that was aged in second-use Cherry Brandy barrels. 


Opulence 2024 Tasting Notes

Smell - Reminds me of my homebrews (in a good way). Funk (leathery) really comes through along with cherry and almond. Cherry is really fun, lots of cherry pie, vanilla, and depth. Nothing weird from the cherry brandy barrels considering the previous use was Imperial Stout. 

Appearance - I wish the clarity was a little better, but the color is a pleasant amber-orange. Great off-white head. 

Taste - Mild acidity, could be a little higher. Detectable bitterness (maybe a hair high). Good cherry flavor, sour cherry pie, vibrant. 

Mouthfeel - Light astringency, which is disruptive to the smoothness. Firm carbonation, medium-thin body. 

Drinkability - It’s solid. I like the lower acidity compared to past batches, but the bitterness gets in the way. 

Changes for Next Time - I wonder if aged hops rather than fresh in the whirlpool would work without providing any weird aromatics? I really like what the Saaz in the whirlpool did for the aroma and balance (lower acidity), but the bitterness clashes with the acidity in flavor… despite being “only” 19 IBUs. Maybe better to go with some alpha acid extract in the tank?


Equipment: Stained 2024

One thing that has worked out well for us is having smaller equipment. Rather than be forced to do big blends, we have equipment that is sized for flexibility. For example, with Stained we age it on wine grapes and raspberries separately. I'm sensitive to the "seedy" flavor that comes from long contact time with raspberries... but I also enjoy the deeper flavors of extended skin contact on grapes. So for this batch we kegged off the raspberry half after two weeks, while the Merlot grapes continued aging for another month until we liked the flavor. This plays into having the time to taste and adjust the production schedule. 


Stained 2024 Tasting Notes

Smell - Berries, especially raspberries… go figure. Certainly reads Flemish Red, Rodenbach etc. rather than Lambic thanks to no big funk/rubber. 

Appearance - Bright red, thin off-white head drops quickly. Good clarity, but not brilliant. Very attractive. 

Taste - Raspberry popsicle, very bright. Suggestion of sweetness from the fruit and malt. THP has cleaned up. Jammy, not overtly malty, but it fills in the fruit. Firm acidity, no harshness. Wine is subdued, but layers complexity and roundness compared to straight raspberries. Clean, not much funk although there is some earthiness. Oak is subdued thanks to third-use barrels. 

Mouthfeel - Medium-light, firm carbonation. Not thin or watery, helps support the fruit. 

Drinkability - Good, plenty of acid for my tastes, delicious fruit. Could be a little more interesting microbially, but it works in the Flemish tradition. 

Changes for Next Time - Could shift more towards the Merlot? Surprised how much acidity it picked up despite the alpha acid extract in the tote.


Out of State Shipping Club

If you are interested in tasting these beers, please sign-up by 10/28! You'll be charged $146 to your card on file and expect to receive your beer the first week of November! Available in: WA, CA, OR, NM, NV, CO, MN, NY, DC, CT, NE, MA, FL, PA, NH, NJ, ID, TX, KS, IN, WI, MO, IA, IL, MI, ND, VA, RI, NC, and SC.

Includes one 500 mL bottle each:

Gindicators 2024: Gin-barrel-aged pale sour with Peaches, Nectarines, and Apricots

Flemish Gothic: 3-year Blend of Wine Barrel Aged Sour Reds

Opulence 2024: Sour Red with Fresh and Dried Sour Cherries aged in Cherry Brandy and Bourbon Barrels

Neologism 2024: Gin-barrel-aged and Mosaic Cryo Dry Hopped

Stained 2024: Wine-barrel-aged with Raspberries and Merlot Grapes

Honeymoon SZN: Wine-barrel-aged with Phantasm and Muscadine/Scuppernong Grapes


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Let’s Talk About Blending Sour Beers: Growth Rings 2023

Good To Know

This is the second in a series of posts each covering an aspect of brewing mixed-fermentation barrel-aged beers where my opinions have changed significantly since I wrote American Sour Beers 10 years ago. Each post will focus on our process, recipe, and results for one of the beers in the Sapwood Cellars Shipping Club (includes 6 bottles, for $146, cancel anytime) - sign-ups for the first box close May 5th! This post covers blending through the lens of Growth Rings 2023 (our blend of 1-, 2-, and 3-year barrel-aged sours). If you are closer to the brewery, May 10th and 11th I'll be doing a talk and vintage sour tasting including pours of Growth Rings 2021 and 2023!

As a homebrewer, my experience with blending was limited to a handful of batches. Over the last six years I've had a hand in blending more than 70 batches of barrel-aged sour beer. So, I thought it would be valuable to give my thoughts on the process, what I've learned to do, and not to do.


Setting Yourself Up For Success

You can't blend great beer if you don't have options. Creating variety starts on brew day and continues through fermentation and aging.

Malt Bills - More so for darker sours, it's good to have options for beers that have different flavors to pull from. Even for pale beers, having different grains (wheat, oats, rye, spelt, light caramel malt etc.), and starting gravities can be valuable for creating range. 

Hopping Rates - As I discussed in my previous post, hopping rate plays a large role in acidity and "funky" aromatics. Bitterness itself can be a valuable flavor in a blend, it's a flavor present in most lambics, and too often missing from American sours. 

Acidity - Having "Brett only" barrels is a good way to ensure you have beer available that won't be too acidic. When a barrel starts getting too sour, we'll often keg it so it is available for blending at a low level for beers that aren't sour enough.

Barrels - A blend of "new" and well-used barrels. Early on all of our barrels were first-use (to us). As a result many of our early releases were too woody, giving "lumber aisle" vibes. Most sour beers are light and delicate and too much oak can overwhelm. At the same time, it's good to retire barrels that aren't producing spectacular beer allowing you to bring in new characterful barrels (we currently have fresh gin, Madeira, PX Sherry etc. aging). If I was starting a new barrel program, I'd soak half of the barrels slated for pale beers with multiple changes of hot water to leach out oak flavor and tannins before filling.

Microbes - It is easiest if you have the same culture in all of the beers/barrels. In that case you don't have to worry about additional attenuation after packaging. For me, it's more valuable to have a variety of microbes for different acid levels and Brett profiles for more dynamic flavor options. As time has gone on we've split the difference, pumping in some of a favorite barrel to a fresh batch, but then going into various barrels with their own cultures. We'll also pitch additional microbes if a barrel isn't headed in a good direction at 6-12 months. 

Ages - It can be helpful to have the same/similar beers of various ages so you can balance flavors. We've gotten better at judging which barrels just need more time, and which are headed in a bad direction and need to be dumped. That said, I don't have as much time to taste/monitor the barrels as I should and I still "miss" some good barrels leaving them in too long until they taste oxidized or off. 

The Mechanics of Blending

Think about the goals before you start. What is the concept? What other ingredients are you adding after blending? What is the target volume? Sometimes it is good to just taste barrels for inspiration, but that can be overwhelming when you have dozens of barrels to select from. I try to set a general schedule before the year starts. It keeps me on track for seasonal ingredients, sourcing barrels for finishing, and utilizing our staff/tank time rather than bunching up releases. I tend to earmark barrels as "potential" candidates for a blend, ideally twice as many barrels as a blend would require. 

From there, I go to our barrel-spreadsheet (more info). I filter for beers with enough age, appropriate bases, removing barrels that are already earmarked for other projects. Lots of releases overlap, say I fill five barrels with sour red and hope to get a two-barrel blend plain and a two-barrel blend with fruit. Hopefully I have an "orphan" barrel that was passed over from last year or another similar base that didn't fit in its blend available for variety. Then I start pulling nails and tasting to gauge my options. I note barrels that need more time and those that are running out of time. Hopefully that narrows down my choices to five barrels at most for a two or three barrel blend. 

Then I pull larger samples of those barrels so I have enough beer for a few blends without having to go back and pull more. When possible, I try to create full-barrel blends, although we occasionally keg-off partial barrels for future blending stock. In the same way if a blend is missing a little something, I'll take a look through our kegs and see if there is an option that satisfies the need. 

I usually break down my options by acidity. If two barrels are a bit too acidic and two are not acidic enough, I'll try blending my favorite from each camp together to see where that gets me. Then swap in the other if there is something that doesn't work. Once I get a solid blend, I might go hunting for a little something extra. For example we were just blending a sour red, and ended up with a little 3+ year-aged Vin de Cereale (strong sour red) as a low-percentage malt-booster bringing perceived sweetness and more oak. 

In terms of the practicalities of blending, I usually use volume. Weight works, but I tend not to worry about extreme precision because the volume in each barrel can differ by 5-10% anyway. For each blend I start with an empty cup to avoid issues with tracking when you take a sip, dose in more and then don't really know the ratio. 

Finally, I write down the winning blend. When possible, I come back and taste the blend on a fresh palate later, ideally with someone who wasn't involved in the initial blend (since that is how the majority of people drinking the beer will approach it). 


Blending takes time and practice, but one thing that has been immensely helpful is blending with other people. Some of my favorite collabs are sensory rather than recipe-based. There isn't often much I get out of brewing a collab beer, instead we invite in other brewers to taste through our barrels and help select a blend, brainstorm adjuncts etc. Sam, Tim, and co. from Other Half helped blend Throwing Hearts. Jennings from Pen Druid came in to blend Life is Ridiculous. Mike Thorpe from Afterthought visited last week to blend an upcoming beer with hardy kiwi and New Zealand hops. We've done similar things on the stout side with Mike Saboe from Toppling Goliath and Eric Padilla from More/Open Outcry. Heck it's just great bringing in homebrew friends with good palates to help taste barrels, bounce ideas off... and just give me an excuse to pull samples!

Recipe: Growth Rings 2023 

Barrel #16 

Beer: Golden Sour (Pils, 2-row, Chit, Wheat Malt, .5 lbs/bbl Aged Hops, 1.056)

Age: 16 Months

Barrel: 5th-fill Pinot Noir American Oak 

Culture East Coast Yeast Flemish Ale

Notes: Rubbery funk, medium acid, bright, good

Barrel #19 

Beer: Rings of Light (2-row, Chit, Malted Wheat, Unmalted Oats, 40 IBUs in Whirlpool, 1.062)

Age: 8 months

Barrel: 4th-fill Chardonnay American Oak. 

Culture: Omega Brett C and Yeast Bay Amalgamation

Notes: Less acidic, funky, bright fruit, rubbery

Barrel #20 

Beer: Marylandbic (Pils, Unmalted Wheat, Chit, .5 lbs/bbl 2014 Celeia pellets, 1.045)

Age: 35 months. 

Barrel: 2nd-fill Chardonnay American Oak. 

Culture: Omega Brett C and Yeast Bay Amalgamation (plus a house culture that was a repitch of a repitch in primary)

Notes: Loamy, a touch stale, bright lactic acid.

Barrel #62 

Beer: Belgian Pale (Pilsner, Wheat Malt, Vienna, 15 IBUs Sterling First Wort, 1.048)

Age: 27 months

Barrel: 2nd-fill Cabernet Franc French Oak

Culture: SARA Saison Bernice

Notes: Sprite, tart, but not highly acidic.

Growth Rings is the rare bottle-conditioned sour that we didn't repitch with wine yeast, a good choice if you're looking to harvest bottle dregs!

Tasting Notes: Growth Rings 2023

(My personal notes from a few months ago)

Smell - Citrusy nose, apricot, hay, bright and fresh. Missing that big rubber that is present in most great lambics. 

Appearance - Pale gold, clear, lots of bubbles, thick head, good retention. Great lacing.

Taste - Delicate acidity. Lemon, apricot, just a touch of rubber. 

Mouthfeel - Snappy carbonation, medium-light body. Lighter bodied than a classic Gueuze. 

Drinkability - In terms of drinkability, it’s my favorite recently. Lively, complex… but it isn't as gueuze-y. 

Changes for Next Time - It has sort of a barrel-aged saison quality more than gueuze. Maybe that fresher whirlpool hop character from Rings of Light… that said I really like the result. 

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Brewing Hoppier Sours for Aging: Barrels of Rings

Good To Know
This is the first in a series of posts each covering an aspect of brewing mixed-fermentation barrel-aged beers where my opinions have changed significantly since I wrote American Sour Beers. Each post will focus on our process, recipe, and results for one of the beers in the Sapwood Cellars Shipping Club. This one covers Barrels of Rings, aka our 40 IBU hazy pale ale (Rings of Light) fermented in barrels with house microbes, then dry hopped with Citra Cryo.



The longer I brew mixed-fermentation beers, the more I appreciate just how important the hopping rate is. Controlling lactic acid production by inhibiting lactobacillus is hops' most well-appreciated function in sour beers. Hop compounds become more effective at inhibiting Lactobacillus as the pH drops, creating a natural "limit" on their lactic acid production. What it took me a long time to appreciate was how much hop compounds (beyond IBUs) lead to a greater expression of what I think of as classic Brett "funk."

When Scott and I began the mixed-fermentation program in 2018-2019, generally our issue was beers not souring enough. I started pulling levers (lower hopping rates, higher mash temps, less attenuative primary strains etc.) By 2020-2021, we were having excessive acid production... Most non-fruited beers were dropping to a firmly-acidic 3.1-3.3 pH, while fruited beers were often difficult to drink in quantity at 3.0-3.1 pH with some dipping to "obnoxiously acidic" high-2s. 

Fruit contributes simple sugars, which Lactobacillus love, and at the same time dilute the hop compounds in the beer. This can cause a precipitous pH drop. With so much beer already in barrels, my first maneuver was to begin dosing alpha acids into the beer along with fruit when there was already enough acid. We started with reduced iso-alpha-acids (e.g. tetralone/hexalone), but have moved onto Hopsteiner Alpha Extract 20% since it doesn't add perceived bitterness. About .1-.2 g per gallon stops acid production for our bacteria. These products don't significantly change the flavor or add additional aromatic complexity. As a side benefit, they enhance head retention. A small dry hop at this stage would be another option if you wanted stop acidification and add hop aromatics.

 


At this point we started upping the aged hop rate, or aiming for higher IBU targets when using fresh hops (~15-20 IBUs). At the same time (~2021) Scott and Ken (our head brewer) wanted to try barrel-aging more aromatically hoppy beers... I was resistant. I love hoppy-sour beers, I did a whole talk about them at the 2016 National Homebrewers Conference. Generally my approach had been to make sure the hops go into the beer as close to serving as possible (e.g., dry hop a barrel-aged sour after aging, brew a quick-turn hoppy Brett saison, add a whirlpool addition after kettle souring). I'd tasted too many barrel-soured IPAs and pale ales from great breweries that smelled like "old hoppy beer." That said, Ken and Scott convinced me! At our scale it is a relatively low risk to divert a few barrels of pale ale to see what happens.



We're already "aggressive" with our measures against oxygen pick-up (purging barrels with carbon dioxide before filling, purging the barrel-tool between each fill, purging the bottles before filling etc.), but when we fill barrels with pale ale wort we pull out all the tricks. Most importantly, we selected barrels that could be refilled without rinsing, leaving several gallons of "house culture" at the bottom of each. Our goal was to start the secondary fermentation as quickly as possible to protect the delicate hop compounds. I was amazed how good the resulting beer tasted!

What has really intrigued me is that the hoppier bases have almost universally produced finished beers I'd describe as more Brett-forward (earthy, funky, fruity, horse blanket). What I don't know is why! In American Sour Beers I cited research that Brett can free glycosides in hops, so that could explain the fruity. Maybe hops are just inhibiting Lactobacillus, giving the Brett a healthier environment (in lambics Brett tends to thrive before Pediococcus dramatically lowers the pH). Maybe I'm just being fooled and higher hopping rates (aged or fresh) are adding key compounds that I associate with the "funk" in a Cantillon, Orval (and many of my favorite American mixed-ferms)! These days our typical hopping rate is .5 lbs/bbl of aged hops at the start of the boil, and .5 lbs/bbl or fresh low alpha-acid hops in the whirlpool. 



Barrels of Rings is one of the bottles included with the first shipment of the Sapwood Cellars Shipping Club. It started as Rings of Light, brewed summer 2022, racked into barrels after primary fermentation, but before dry hopping. After 10 months of aging, we transfer directly from the two wine barrels into our blending tank (purged with 5.5 pounds of our selected Citra Cryo already in there). We agitated/roused and allowed to settle for a couple days, dropping the hops. Then we primed with sugar and rehydrated wine yeast (as we do for most of our barrel-aged sours) and partially carbonated the beer. As with the barrel fill, we're relying on CO2 purging of the bottles and the rapid refermentation to scavenge oxygen and preserve hop aromatics. 



Recipe: Barrels of Rings

OG: 1.063

65% Briess Brewer's 2-row

14% Great Western Malted White Wheat

13% Grain Millers Flaked Oats

8% Best Chit Malt

IBUs: 40

.5 lbs/bbl Meridian @ Whirlpool (212F)

1 lb/bbl New York Cascade @ Whirlpool (180F)

Bravo Salvo Hop Extract @ Whirlpool (180F)

Fermentation with Omega Cosmic Punch (the barrel sheet below is incorrect)

FG (Primary) 1.022

Brewed 8/5/22. Barrels filled 8/11/22 

Barrel #6: Fifth-fill Chambourcin red wine barrel that previously held our original barrel-aged pale ale, Measure Twice. That barrel was started with dregs from our collab with Free Will (Erma Extra), but along the way it was filled with bases that had dregs in primary from various American saisons (Casey and Holy Mountain).

Barrel #125: Second-fill Chardonnay white wine barrel that previously held a cider fermented with the Bootleg Biology Biology Mad Fermentationist Saison (plus we added the dregs from a stellar bottle of Barrique Wet Hop Reserve after filling).

6/21/23 116 gallons of beer from the two barrels transferred onto 5.5 pounds of 2022 Citra Cryo. 1.5 oz/gallon.

Carbonated to 2.05 vol, reyeasted with Premier Cuvee (rehydrated on a stir-plate with StartUp Nutrient), primed with enough glucose to add 1.1 vol of CO2 (~3.1 vol total in bottle). 

Final pH: 3.65

Final Gravity 1.009

7.1% ABV. 



Tasting Notes: Barrels of Rings

(My personal notes from a few months ago)

Smell - Nice blend of citrus (orange) and earthy-Bretty-funk. Still really fresh, no oxidative or old-hop aromatics. Really varied nose with a little pine sap, hay, and melon. Another hoppy base that got funkier than most of our bases. 

Appearance - Big dense white head, good retention. Light haze, very pale yellow.  Attractive. 

Taste - Light lemony tartness, but not sour-sour. Very saison-y. Some bitterness, but it doesn’t clash with the light bitterness. 

Mouthfeel - A touch of astringency. Great sptrizy carbonation. Medium-light body. 

Drinkability - Really nice. The bitterness does give it a different impression than a classic low-bitterness sour base. More saison-like. 

Changes for Next Time - Really good, not much to change on this one. Gin barrels would be fun. 



When visiting Epochal Barrel Fermented Ales in Scotland last year I was blown-away by how by how good (owner/brewer) Gareth Young's wild ales were aged on whole hops in the barrels for the entire secondary fermentation. I really enjoyed the first beer we did with it, Violet You're Turning Violet (Mosaic in the barrel, finished with a blend of wild and cultivated blueberries). It seems like a good option especially if you want variety in the hop intensity of a base, e.g., start with a more moderate hopped base and add hops to some barrels for blending options. 


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Did I Wreck Sour Beer in America

Good To Know

My book, American Sour Beers, is turning ten next month! I wrote it from the perspective (and experience) of a homebrewer. I wanted to experiment and learn. I really didn't know much about brewing commercially, creating consistent blends, adapting recipes as a barrel program matured, developing flavors that would sell etc. Looking back I have to ask, did my book help launch 1,000 barrel programs, without providing the knowledge brewers actually needed to succeed?


Over the last decade American craft brewing had an explosion of breweries ramping up barrel-aged sour production, followed by a pretty rapid decline (including multiple mid-sized breweries closing their programs and sour-focused breweries closing). Part of that is the inherently less-predictable nature of mixed-fermentation (when you order a cherry sour beer, what are you expecting? Kriek, cherry juice, cherry vinegar etc.). Compare that to a bourbon-barrel vanilla-bean stout where you have a pretty good idea of what the intent was. I suspect at least part of it was the oversaturation of the market combined with the high prices.

Despite brewing my first sour beer in 2006, becoming a brewery consultant in 2011, writing a book in 2014, and opening a brewery in 2018... I haven't been consistently happy with the barrel-aged mixed-fermentations I made until the last couple years. I certainly never released a beer that I thought was bad, but there were certainly had batches that were too sour, muddled, under/over carbonated, or just didn't "pop." During that time we've also released some amazing beers that I still love!

At Sapwood Cellars we've relied on our local club members, and the people who walk in the door to buy ~10,000 bottles of barrel-aged sour beer a year. That may sound like a lot, but it's less than 5% of our production (and we're a pretty small brewery). There really hasn't been much interest in barrel-aged sour bottles in our limited distribution range. They tend to be beers that sell best when you can explain them directly to the drinker, rather than just have them sitting on a shelf! If only there was a way I could talk directly to beer drinkers interested in sour beer...


Rather than bury the lead more than I already have, Sapwood Cellars barrel-aged mixed-fermentation sours are now available for shipping within much of America through a Membership Club administered by Tavour! Shipping is available to: WA, CA, OR, NM, NV, CO, MN, NY, DC, CT, NE, MA, FL, PA, NH, NJ, ID, TX, KS, IN, WI, MO, IA, IL, MI, ND, VA, RI, NC, SC, and MD.

The first installment of the club is $146 (including shipping) for one 500 mL bottle each of six beers: 

Growth Rings 2023: Three-year-blend of barrel-aged Sours, essentially our cuvee of bases, barrels, and microbes showing off our house character. This one isn't refermented with wine yeast, so the dregs would be a good option if you are looking for microbes! It was the second highest-rated "Gueuze" on Untappd in 2023!


Barrels of Rings: Our pale ale base, mixed-fermented in wine barrels and then dry hopped right before bottling. Citrusy-funky with restrained acidity.


Jammiest Bit: Our homage to Hommage, a barrel-aged sour on loads of sour pie cherries and red raspberries. Fruity, funky, tart etc.


Botanicia: A blend of pale sours aged in gin barrels that we then infused with dried limes and quinine. A weird play on a gin-and-tonic... but with a lot more acidity and funk!


Elliptical Orbit 2023: A continuation of the "Dark Funky Saison" series still with my original collaborator and homebrew buddy Alex. For this one he roasted Geisha coffee beans and we infused the barrel-aged dark sour with Geisha cascara (dried coffee cherries). 


Fruit of Many Uses: We sequentially racked the same barrel-aged tart/funky base onto second-use Chardonnay wine grapes, cherries, raspberries, and white nectarines. All of the fruit was whole/local.


Over the next couple weeks I'll be posting my detailed tasting notes on each of the beers, along with recipes, lessons learned, and suggestions for brewing something similar at home! I'll repeat for each club release, assuming enough people sign-up for the club to make it viable. 

Over the last five years it isn't "one simple trick" we learned that improved our beer. It's the accumulation of 100 little things from ingredient selection, to blending, to process refinement, to equipment that we've figured out. It's sitting down with each beer, drinking, thinking, taking detailed notes, and iterating. So much of it is not doing it by myself, having Scott, Ken, and Spencer to push to do things I wouldn't have (Botanica was Ken's baby, and Barrels of Rings was Scott's). Both are delicious, and they are certainly beers I would not have brewed if it was all up to me!




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Lessons from Five Years of Bugs, Barrels, and Brewing

Good To Know

This July marks five years since I left my day job with the federal government to brew full-time. We filled our first barrel with mixed-fermentation saison before opening the tasting room at Sapwood Cellars. Since then, we are up to 80 oak barrels with a dedicated suite for mixed-fermentation. So, I thought it would be a good time to sit down and reflect on the lessons that Scott and I have learned over the years! The things we got right, the things we got wrong, and where we are going from here!

Luckily, we've had a pretty good run so far! We've cultivated a great group of supporters in our Wood Club. Neologism (gin-barrel-aged Cascade/Simcoe Cryo dry-hopped pale sour) was named one of Craft Beer & Brewing's Top-20 beers of 2022 by way of winning a massive blind tasting. Despite the pandemic we've been able to modestly expand (production, staff, and space)! We're even shipping beers around the US through Tavour!

I recently realized that Google discontinued Feedburner in 2021... which is why you haven't gotten an email from me in a while. I've changed The Mad Fermentationist over to a new email service, so if you've signed up you should get emails for new posts going forward! If you want more emails from me, I write the near-weekly Sapwood Newsletter (with details on new beers often including info on ingredients, process, and equipment)!



The Things We Got Right

Diverse Microflora - It is certainly simpler to have a single "house" culture. It allows for relatively worry-free blending, but doesn't leave as much room for unique flavors. Maintaining multiple cultures, we have to worry about the microbes from one barrel over-attenuating in the bottle if they are more attenuative than others in the blend. However, the variety of flavors expressed and the options for blending is worth the effort at our scale. We've been even happier since we started selecting our favorite barrels and using them to inoculate subsequent batches. Now we can select which character fits a pale sour vs. a sour red. 

Last week we blended our second batch of Growth Rings (three year blend). To ensure all the microbes have time to get to know each other, we blended the four barrels (all different pale base beers) into a tote. They'll sit there for a couple months to ensure the gravity is stable before priming and bottling. 



Balancing Planning and Creativity - We started 2023 with a rough timeline of the 20 or so barrel-aged mixed-ferm we'll release. However, when we fill barrels there generally isn't a specific plan for which barrel will be in which beer. Pale, wine-barrel-aged beer can be delightful on it's own, or serve as a great base of fruit, herbs, or dry hopping. When we taste them, we get to decide what will make the best possible beer. However, it's also nice to have unique bases/barrels earmarked for a particular purpose. Some examples of those include Opulence (sour red with dried sour cherries in the bourbon and red wine barrels), a Brett'd Belgian Tripel in Calvados (apple brandy), or Port barrels for There Are No Edges (Vin de Céréale).



Tracking Barrels - Using Google Sheets has worked out well for us. I can sort based on fill date, final gravity, base beer etc. It allows me to sit on my couch at home and look at what beers we have in need of fruit, blending, packaging etc. Barrels still fall through the cracks (nothing is more heartbreaking than tasting a barrel that is old/stale and seeing a note about how good it was six months ago). Sometimes a beer is delicious, it just doesn't fit into a blend.



Blending with Others - Whether it is our tasting room manager (Spencer), Lead Brewer (Ken), homebrewing friends, fellow brewers (e.g., the brewers from Other Half for a collab) etc. Tasting barrels with other people helps improve your palate, riff on ideas, and make more broadly appealing results. We all have flavor "blind spots" and it is a good idea to have other people looking too. It's fun to riff off other people's ideas and come up with flavor combinations that neither of you would have made on your own. 



Packaging - Our general approach to packaging has been a big success... once we started measuring the dissolved CO2 in the beer rather than relying on time/temperature/pressure. We blend barrels or transfer fruited beers to our blending tank and cold crash. The day before bottling we'll push in sugar (boiled in water) along with Premier Cuvee champagne yeast (rehydrated with a small amount of Start-Up/GoFerm nutrient). We then carbonate the beer to ~2 vol of CO2, with the sugar and yeast taking the beer the rest of the way. We fill on a bottler (XpressFill) that purges and counter-pressure fills. So far it's resulted in relatively quick/clean refermentations with reliable carbonation. 



The Things We Got Wrong

Not Allocating Time - It is easy to put-off barrel-aged beers for more pressing concerns. When there are DIPAs to dry hop, Pilsners to can, and excises taxes to exercise the sour beers are often pushed to the side. It's rare that a week or two of aging in one direction or another makes a dramatic difference... but it's hard to get the most out of a barrel program if it is always at the bottom of the priority list. We're getting better at it, but I still wish from the start I'd blocked off a specific time/day each week to taste barrels, trial blends, source ingredients, prop microbes etc. 



Over-Correcting - Initially we weren't getting enough acidity in some of our beers, so we started pulling levers... colder rinsing barrels, lower hopping rates etc. Then our beers started becoming too sour, so we started veering back in the other direction. Managing a barrel program is like driving a cruise ship, it is difficult to pivot quickly! It's difficult to step back and tell if there is something causing one specific batch from being too sour (or not sour enough) or if there is a systemic issue. 

I think we would have been well served to do a better mix starting early (some barrels cold or no-rise, more with just Brett etc.). This would have given us more options when it came to blending over- or under-soured beers. 



Appreciating the Impact of Fruit On Acidity - Early on to help out some of those under-acidified beers, we went onto fruit. I was surprised how little additional acidity they picked up from refermentation. Sure adding a really acidic fruit (e.g., black currants for Fellow Feeling) contributed acidity, but just refermenting on wine grapes or peaches did not. However, as our cultures "matured" we suddenly had beers dropping from a tart pH of 3.5 to an obnoxiously-acidic 3.0 after going onto the fruit (2.8 pH was the lowest I measured). That's despite pitching rehydrated wine yeast to ensure a healthy and quick refermentation. 

I thought maybe our resident lactic acid bacteria were becoming more hop tolerant, and the dilution of the beer with fruit was allowing them to kick into action. To test this we began adding a small amount of hop extract with the fruit (we use a 20% alpha extract from Hopsteiner). Our fruited beers stopped dropping pH nearly as much, and as an added benefit the head retention improved considerably. 



Hot Side Hopping - I didn't appreciate how much of the classic funky lambic/saison profile originates with the hops. While we've always used a "restrained" dose of aged hops at the start of the boil (~.5 lbs/bbl), that just wasn't enough to give the beers the aromatic depth I was looking for. Recently we've been experimenting with a similar size whirlpool addition of cold-stored hops. So far the results are promising! I should have noticed that many of my favorite homebrewed Brett Saisons had big whirlpool additions and/or dry hopping... but those were all relatively quick turn-around and not barrel-aged. I'm glad Scott and Ken pushed to age some of our pale ales (pre-dry hopping) in barrels, an idea I wasn't excited about... but the results have been really delicious!

Where We Are Headed

Barrel-aged sour beer seems to be a wide/shallow market at the moment. The people who love them are still searching them out, but the average beer drinker seems to have moved on to less "challenging" more "reliable" styles. It's hard to know how much the rapid expansion of the segment played into this loss of interest. I've heard of quite a few breweries down-sizing or eliminating barrel-aged sour beers... Luckily we still have 150 people in our Wood Club, which is a great way for us to get these beers into the hands of our biggest supporters and a base-level of sales for eight releases a year. We're aiming to make our mixed-ferm beers more "delicious" the sorts of beers that people want to drink a whole bottle of, not just drink an ounce or two at a share. 

However, as we've ramped up the mixed-ferm bottle release schedule (2019 - 8, 2020 -11, 2021 - 13, 2022 - 16, and hopefully ~20 in 2023) we occasionally have bottles to spare. Rather than distribute them locally, we've partnered with Tavour (which ships to many states).  They just released Homegrown Rule, a "Marylanbic" base with homegrown lemon verbena (from my yard) and pineapple sage (from Ken's garden). It's tart and snappy, with plenty of our house microbe character, augmented by the citrusy-green notes of the herbs. 



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Best Hops According to Untappd

Good To Know
Our batch analysis/QC at Sapwood Cellars is pretty basic. Mostly it's me finding time each weekend to taste a recent release (ideally side-by-side a comparable example from another brewery). I write up tasting notes, include feedback I've gotten from other people, and recipe/process tweaks for next batch. 

Part of my routine is to scroll through Untappd to see if I can spot any common threads to the compliments or complaints... but I don't put a huge amount of stock in the average score (see this post). Blind rating by a skilled tasting panel is the gold standard... but having a large/diverse group of beer drinkers give you feedback has value as well! With four years of Untappd scores for our IPAs at my disposal, I thought it would be interesting to see which hops "the beer drinking public" preferred in Sapwood Cellars IPAs and DIPAs!


Cheater Hops IPAs

We started this series of IPAs when we opened to showcase our favorite hop varieties. We recently released #22 (Citra-Motueka). All of the batches were 6.5-7.5% ABV, with similar malt bills (American pale barley, chit, wheat, and oats), fermented with an English-leaning yeast, and dry-hopped post-crash at 3-4 lbs/bbl. The table below is the average Untappd score of all batches dry hopped with the variety listed. 


HopAverage
Motueka4.221
Nelson4.190
Azacca4.188
Citra4.177
Riwaka4.169
Amarillo4.163
Simcoe4.162
Galaxy4.155
Mosaic4.144
Columbus4.129
Hydra4.122
Vic Secret4.122
Strata4.107


Seven of these varieties were only in one beer (Amarillo, Azacca, Columbus, Strata, Vic Secret, Hydra, Riwaka). So it is difficult to tease out if their score is a result of the hop or the context. See the table in the following section for a larger sample set. 

I wouldn't have guessed that Motueka would be the most popular compared to the likes of Nelson, Galaxy, Citra, Mosaic, and Simcoe! We've had hit-or-miss results with Motueka overall, with most of the hits coming from Freestyle Hops. We've gotten a few lots from other growers that have been too herbal/spicy without the bright lemon-lime note I enjoy. 

I really like Hydra as a "less risky" alternative to Galaxy. It has similar passionfruit-gum aromatics without the dried, peanut-shell notes I too often smell from Australian hops. The lone batch of Cheater Hops with Hydra (#18) also included Vic Secret and Galaxy. Leaning into that tropical flavor didn't provide enough complexity to me, and it didn't score particularly well. 




All IPAs and DIPAs

The table below include all 65 "big batch" IPAs and DIPAs we've released that don't contain adjuncts (although I did include Phantasm beers). These are diverse in terms of recipe construction, alcohol strength, and dry hopping rate. As a result, the scores are a bit more prone to bias compared to the Cheater Hops data set. 


HopAverage
Galaxy4.220
Hallertau Blanc4.220
Cashmere4.217
Nelson4.203
Motueka4.186
Mosaic4.186
Citra4.185
Simcoe4.178
Azacca4.157
Riwaka4.150
Amarillo4.141
Vic Secret4.131
Taiheke4.130
Columbus4.129
Strata4.113
Hydra4.096
Talus4.090
Sabro4.075
Lotus4.040
Idaho Gem4.010
Lemondrop4.010
Sultana3.990


Again some of the varieties near the top of the list are expected (Galaxy and Nelson), but who would guess Hallertau Blanc or Cashmere? The issue with this data set is that we don't brew beers randomly... every batch with Hallertau Blanc also included Nelson and/or Mosaic as part of our "Dragon" series of rye IPAs and DIPAs. Cashmere is mostly used in a specific base (Exaggerated Truth/Understated Lies) that is sweeter and extra-fruity thanks to a small percentage of hefeweizen yeast. We should probably try other hops in that base, and Cashmere in other bases to gauge the response!




Pairing Hops 

For some batches you'd expect to see a high rating due to pairing two great hops together (e.g., Nelson/Galaxy or Mosaic/Citra). Both varieties score well across all our beers, so no surprise combing them results in a well-rated IPA. More interesting is sorting by the average standard deviation for the hops included. This shows which combinations rated higher than expected given the average scores for those hops across all beers. Snip Snap (Citra/Galaxy), Cheater Hops #22 (Citra/Motueka), Shard Blade (Mosaic/Galaxy), Cheater Hops #13 (Mosaic/Simcoe), and The Dragon (Nelson Sauvin/Mosaic/Hallertau Blanc) were all in the top-10 "overachievers." These hop blends follow different approaches either "leaning into" a particular flavor (fruity, or winey) or balancing fruity with a danker variety. 

Rounding out the top-10 are two all-Simcoe (Cheater Hops #12 and Drenched in Green), two all-Mosaic (Fundle Bundle and TDH Trial #1), and an all-Nelson beer (3S4MP). Certainly a sign that these hops can shine alone compared to Citra and Motueka which are highly rated in blends, but haven't exceled in single-hop beers (despite our best efforts). Of course you need a great lot of hops for this to work; the bottom-10 also includes single-hop beers featuring: Simcoe (Cheater Hops #9), Nelson Sauvin (Cheater Hops #11), and Mosaic (Fumble Bumble)! 

Two beers with Galaxy and Nelson (Cheater X and X2) each had a standard deviation close to 0. They still rate well, but no better or worse than expected across all beers with Nelson or Galaxy. 
Surprisingly three of the bottom four included three varieties Cheater Hops #7 (Simcoe, Citra, Mosaic) Cheater Hops #6 (Motueka, Mosaic, Simcoe) False Peak (Idaho 7, Sultana, Citra). Blending hops can create a generic "hoppiness." These beers may have been missing a distinct "wow" aroma for people to grab onto. 


Take Aways 

The high/low scores for different batches brewed with the same single hop variety really drives home how unreliable this data likely is. Without multiple batches hopped with the same hop combination, it is impossible to say with certainty if a beer scored well because of aromatic synergy or a delicious lot of hops. Luckily several of the top-rated combinations are beers we have brewed multiple times. 


The data does suggest to me that using one or two varieties for the dry hop is the best bet for making the most appealing IPA unless you have something very specific in mind. Often when breweries use a large number of hop varieties in a beer it is to promote consistency (batch-to-batch and year-to-year). It would be interesting to expand the data set to include beers from other breweries. That would produce data that is less specific to our particular brewing approach, hop sourcing, and customers' palates.


Help Provide Data

If you are interested in trying our beers for yourself... We've been direct-shipping Sapwood beers within Maryland for awhile, but if you live elsewhere in the US and are interested in trying our beers, we sent our first pallet (Cheater Hops #22 and TDH Pillowfort) to Tavour. They direct-ship to about half the states in the country. Here's the link for the app to notify you when they are available. 





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