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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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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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Water Adjustment for Beer Brewing

Good To Know
This week I provide an overview of water and its use in beer brewing. While water chemistry is considered by some to be an advanced topic, it makes up 90% of most beers and has a tremendous impact on your finished beer. Why Water Matters In blind tasting tests, changes to the water used in […]
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Are Thiols a Scam? Thiolized Yeast, Phantasm, and the Rise of Designer Beer

Good To Know
Thiols are the coolest thing in brewing hoppy beers since the invention of dry hopping. It seems like almost every collab Sapwood Cellars has been invited to brew over the last 18 months ends up "Thiolized": 3S4MP (Cosmic Punch IPA with Phantasm and Nelson Sauvin at Fidens), Cone Concentrate (Cosmic Punch DIPA with Simcoe at Other Half DC), Celestial Paradox (London Tropics IPA with Strata/Galaxy/Citra/Simcoe at Toppling Goliath), Yasokeee (Helio Gazer DIPA with Peacherine, Hydra, and Phantasm at Cushwa), and most recently Heisenberg (Helio Gazer DIPA with Galaxy/Nelson at Commonwealth).

So why all of the excitement from our fellow craft brewers? Obviously many of the collab requests are due to Scott's writing about and advocacy for thiols, but are they just something new that will be passé soon, or are these strains here to stay?


What Are Thiols?

Thiols are sulfur-containing compounds that are often potent aromatics. The ones brewers are excited about are tropical, winey, and citrusy, while other thiols are intensely unpleasant with aromas of garlic or rotten eggs... which is why the thiol mercaptan is added to natural gas to alert people to leaks. The "skunky" aroma of light-struck beer is also 3-methyl-2-butene-1-thiol.


Unlike many other beer aromatics that require concentrations in the ppm (parts per million) or ppb (parts per billion) many thiols have an aroma threshold in the range of 5-70 ppt (parts per trillion). This means that it doesn't take much of them to be apparent, but also means that it doesn't require "high" concentrations to become dominant. 


In terms of positive beer and wine aromatics, the thiols that get the most attention are 4MMP, 3MH, 3MHA, and 3S4MP. These have perceptions that range from passionfruit, to grapefruit, to rhubarb. These are the intense aromatics that give New Zealand Sauvignon Blanc wines their distinct aromas and are found free at low-levels in many New Zealand hops (as well as some other varieties from around the world).


Most of the thiols found in hops, malt, and other botanicals are bound and thus not active aromatically. Enzymes are required to free them. There are wine strains available capable of this, but getting those genes into brewer's yeast requires more work. 



Where Do Thiols Come From?

Bound thiols are found in both malt and hops, but levels vary widely. The bond in need of breaking comes in two "flavors" Cysteinylated (Cys) and Glutathionylated (Glu). The vast majority (90%+) in both malt and hops is Glu. The IRC7 gene in certain wine strains and Omega's Cosmic Punch can only work on the less common Cys. As a result, mash hops are most potentially beneficial for Cosmic Punch, as the enzymes in the mash (especially in the acid-protein rest temperature range) can help convert Glu to Cys. Luckily some less expensive hop varieties have the highest levels of bound thiols. We've used Saaz, Cascade, and Calypso with good results.


The more intense strains like Berkeley Yeast Tropics line and Omega's Helio Gazer, Star Party, and Lunar Crush can simply be added to a standard recipe with or without whirlpool hops. Rather than having more copies of the IRC7 gene, they have a wholly different gene which can free Glu-thiols directly. The IRC7 gene in Cosmic Punch is "sourced" from yeast, while patB Omega uses in the more assertive strains is from a bacteria (if transgenic CRISPR/Cas9 gene modification is a step too far for you). We fermented a kettle sour which only had a small dose of hexalone (isomerized hop extract for head retention) with London Tropics. The result was intensely passion-fruity, so much so that it could almost pass a fruit beer. 


GM (genetically modified) yeast strains aren't allowed in commercial beers in many countries (e.g., Canada, New Zealand). As a result there are labs working with wild isolates capable of freeing thiols for co-fermentations (e.g., CHR Hansen - it is primarily marketed for NA beers) and breeding strains with heightened thiol freeing capabilities (e.g., Escarpment). Omega initially worked on yeast breeding between English ale and a wine strain capable of freeing thiols... our trials with it (Designer Baby) were interesting, but had too much of the wine strain's idiosyncrasies present (poor flocculation especially). 



Pros & Cons of Thiol-Expressing Yeast

Pros:
-Intense aromatics that are otherwise impossible to achieve from hops, malt, and yeast
-Thiols have incredibly low aroma thresholds... measured in ppt (parts per trillion)
-Thiols are "free" no expensive hops or fruit required
-Thiols may help increase shelf-life by scavenging oxygen

Cons:
-Higher perceived "sulfur" aromatics are frequent in thiol-freeing strains
-Some brewers/consumers/countries prefer to avoid GM ingredients
-Thiols can be "one note"... is it really that different from adding a jar of passion fruit extract?
-Repitching the yeast doesn't make as much sense if you also want to brew English Ales, Porters/Stouts etc. 



More isn't (always) Better

Initially there was a focus on maximizing thiol concentration. This could include colder fermentation temperatures, mash hops, and engineering strains with more assertive genes. Like most aspects of brewing (or cooking) maximizing a single flavor compound doesn't usually result in the best overall flavor or balance. 


Thiols aren't typically a "primary" aromatic in beer, so a beer with over-the-top thiol concentration without anything to play off of can taste artificial. On the other hand, some of our heavily dry hopped DIPAs have tested at over 100X the flavor threshold for 3MH and still weren't the primary aroma thanks to competition from the "traditional" hop aromatics. From those test, I wouldn't worry about dry hopping removing all of the thiols.


As a general rule, I'd suggest using a more restrained approach to thiols in lighter/cleaner/simpler beers. It doesn't take much to add a unique twist to a lager or American wheat, where a double-dry-hopped DIPA or fruit beer may benefit from a much higher amount. In the end it's about your palate and goals for a beer. 


In my experience expressing thiols doesn't make every hoppy beer better. They add a distinct note that can greatly enhance the perception of passionfruit-type aromatics. That is a wonderful contribution when you are leaning into those flavors, but can be distracting or muddle other flavors. For example, I love the "mango popsicle" aroma of great Simcoe. However, with one of the intense strains like London Tropics or Helio Gazer in an all-Simcoe beer can become more generically "tropical" rather than varietal "mango." On the other hand, when dry hopping with passion-fruity Galaxy, or brewing with actual passionfruit the thiol note helps to enhance the existing aromatics. 



Phantasm

Hand-in-hand with thiol-expressing yeast goes Phantasm. It is essentially the dried and powdered remnants of the highest-thiol New Zealand Sauvignon Blanc grapes. As a result it comes with a high price-tag of ~$35/lb. It really doesn't smell like much before fermentation. Added to the whirlpool it adds a huge amount of bound thiols for the yeast to work on. 


During fermentation I detect a distinct "white grape" flavor and aroma that I don't get from other thiol-expressing ferments that rely on grain and hops alone for bound precursors. A lot of this drops out with the yeast however and the finished beers are rarely as distinct. To my palate the added expense is hard to justify in a highly-dry-hopped beer where the thiols are competing against other big aromatics. Unless you lean into those aromatics with a hop like Nelson Sauvin. I like Phantasm best when it is paired with actual white wine grapes, or in a simple base where it can star. 


We haven't used Berkely Yeast's "Thiol Boost" additive yet... but I'm just not that excited about a 15X increase on the already intense London Tropics level of 3MH. I'd be interested in herbs or additives that could push other unique thiol aromatics that we aren't getting from grain/hops. 



My Favorite Thiolized Batches

At Sapwood Cellars, we've brewed a few dozen batches between Cosmic Punch, London Tropics, Lunar Crush, and experimental isolates. I've enjoyed most of them, but a handful stand-out as beers I loved!


Cosmic Rings: Galaxy and Citra is one of our favorite combinations... but we have had a difficult time sourcing great Galaxy (that doesn't taste like honey roasted peanuts). This all-Citra double-dry-hopped pale ale starts with New Zealand Taiheke (Cascade) in the mash and kettle. It's one of our favorite whirlpool hops because it is low alpha acid and has a beautiful tropical aroma... not to mention a lower price compared to other New Zealand varieties like Nelson Sauvin and Riwaka. Then we ferment with Omega's Cosmic Punch which brings some tropical aromatics without becoming distracting or artificial. Finally we dry hop with Citra and Citra Cryo at a combined 3 lbs/bbl.


Tropical Pop: Kettle sour fermented with Berkeley Yeast London Tropics along with passion fruit and mango purees. Passion fruit is expensive, fermenting with London Tropics boosted the passion fruit aroma allowing us to use less without sacrificing the aroma intensity.


Field Learning: As a homebrewer I loved being able to dump a bottle of thiol-rich New Zealand Sauvignon Blanc into a keg of mixed-ferm saison. That wouldn't be legal commercially, but what we did for this collab with Bissell Brothers was to brew a restrained base with Hallertau Blanc in the mash and Phantasm in the whirlpool and age it in fresh Sauvignon Blanc barrels along with Bissell's house culture. After a year we added fresh Chardonnay grapes from Crow Vineyards here in Maryland. The tropical notes from the thiols survived barrel aging and gave the beer depth we wouldn't have gotten from grapes and barrel alone.



Takeaways

Are thiols a scam? No, but they also aren't an innovation that fundamentally changes what it takes to make a delicious beer. Consider a thiol-freeing yeast when additional passionfruit-type aromatics will enhance your beer. Don't worry about maximizing the thiols unless you they will be competing against other strong aromatics. 


I suspect that this is just the lead in to even more exotic genetically modified yeast strains (we have a pitch of Berkeley's Sunburst Chico which is modified to express high levels of pineapple-y ethyl butyrate). If you can produce a flavor compound without the cost, environmental impact, variability of growing it I suspect the economic pressures will be too great! That said, making delicious beers isn't about maximizing one or two compounds (in the same way that vanilla flavoring is inexpensive, but doesn't fully replace the depth and complexity of real vanilla beans). 




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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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