Tag Archives: Whiskey

8 Myths about the Sherry Solera System that even Wine Geeks Believe

“It is what we think we know that keeps us from learning.” — Chester I. Barnard

Screen shot of Sherry Solera system

What I love about wine is that I’m never going to master it. Not even going to come close.

Of course, I’m going to work my butt off to finish my WSET Diploma. After that, perhaps I’ll become a Master of Wine candidate and hopefully earned those MW initials. But even then, the kindling that stokes my wine passions will continue to be the vastness of everything I don’t know.

Perhaps that’s why I get a perverse thrill in realizing that I’ve had something wrong for so many years. More logs for the fire.

And boy did I have a lot of things wrong about the solera system used in Sherry!

Or, rather, I had a very simplistic understanding of it. I knew enough to be dangerous. I had a solid idea of what fractional blending was and why it was done.

Like most wine geeks, I could sketch out that familiar pyramid of barrels. I understood–or at least thought I understood–how the bottom of the solera is never wholly emptied. All the wine pulled for bottling is replaced by the layer above it. Then that layer is refilled from what’s above it until we get to the top layer with the new harvest’s wines.

But that knowledge is about as dangerous as a butter knife.

Clearly, I needed a few whetstones. I found them in my Diploma textbook as well as Julian Jeffs’ Sherry and Ruben Luyten’s phenomenal website Sherry Notes.

Mythbusting #1 – There are no pyramids of barrels.

Sherry barrels photo by Falkue. Uploaded to Wikimedia Commons under CC-BY-SA-3.0

Also, barrels are heavy and it’s not practical to have more than 3-4 layers stacked on top of each other.

Take that classic graphic you see everywhere and chuck it out the window. The reality is that each layer (a criadera or scale), is almost always grouped together and kept separate from the other layers. Sometimes they’re even kept in different bodegas. This is done for several reasons.

One consideration is insurance against a catastrophe. Something like a fire in one part of the barrel room or a bodega could take out a whole solera system. Yes, losing an entire criadera itself would be terrible (especially if it is the oldest solera layer). However, that’s nowhere near as devastating as losing all the scales at once.

But there’s also an overlooked winemaking reason as well.

Wines mature differently in different areas. This is true on a macro scale of one bodega in Sanlúcar de Barrameda and another in El Puerto de Santa María–as well as two bodegas across the street in Jerez. But it’s also exhibited on a micro-level between two corners of the same barrel room.

It can even be seen in the difference within a stack of 4 layers of barrels. The bottom two layers, closest to the floor, are always going to be cooler as heat rises. This means that the upper layers will mature faster and experience more evaporation–increasing the concentration of alcohol, body and flavor.

If you’re knowledgeable about whiskey, that’s going to sound awfully familiar. As in Sherry, whiskey producers know that barrels in various parts of the rack house or dunnage warehouse mature differently.

This variance adds complexity and more color to a master blender’s palette. An experienced capataz (cellarmaster) is always keenly aware of the unique terroir in their bodegas. They will spread out the various scales of their soleras to different areas with the right conditions they’re looking for.

Mythbusting #2 – The solera layer isn’t always on the floor either.

The last or oldest scale of a solera is called, somewhat confusingly, the solera layer. This comes from the Spanish suelo and Latin solum which means “floor”. So, of course, all those pyramid schematics feature this layer at the bottom.

But more often you’re going to find younger criadera of Finos and Manzanilla on the actual bottom floor layer. Here they can take advantage of the cooler temperatures and slower maturation. Stacked on top of them might be criadera from a completely different solera of oxidatively aged Amontillado or Oloroso. It makes more sense to put these barrels here since they will benefit from the warmth.

Mythbusting #3 – They’re not partially emptying one barrel into another barrel on the next level.

Now while bodegas want complexity, one overarching theme to remember about a solera is that its primary purpose is to ensure consistency. As we noted above, barrels mature differently. So even two barrels right next to each other could develop unique personalities. That variance isn’t a bad thing, but producers need to control it somehow.

For example, if you’re pulling from Barrel A in criadera 4 to refill Barrel B in criadera 3, then any and all barrel variation exhibited by Barrel A will only be shared with just Barrel B. This is going to compound, rather than smooth out, barrel variations. When you’re aiming for consistency, that’s not good. This is why the rocío (replenishing wine) is hardly ever transferred just straight barrel-to-barrel.

Instead, the wine removed from Barrel A is going to be divided up between multiple barrels in criadera 3 (B, C, D, E, F, etc.).  The video below (1:29-2:20) shows this old-school method. The more modern, mechanized technique is to remove all the saca (wine being pulled) from the various barrels in one criadera and mix them in a tank. Then this blended rocío is evenly portioned out to refill all the barrels of the older criadera.

Mythbusting #4 – It’s not like racking with just pouring the new wine back into the barrel.

Many wine geeks are familiar with what racking is. It’s an easy image to picture taking place in the solera. But you have to remember that with Sherry–particularly biologically aged Finos and Manzanilla–there’s a hitch. You don’t want to disturb the flor.

This is especially vital since another essential purpose of a solera is to sustain a healthy flor by frequently reintroducing fresh wine and nutrients for the yeast.

Therefore you need specialized tools for both the saca and rocío. These tools, the sifon and rociador, dive underneath the layer of flor–but not too deep to disturb the lees at the bottom of the barrel. I mentioned this Jamie Goode video in my post on the Top 5 YouTube Videos on Sherry Wine, but it’s worth revisiting to see these tools in action.

Mythbusting #5 – The new harvest doesn’t go straight into a solera.

It seems so simple, right? You finish fermentation of the new year’s wine, put it into barrel and boom. You’ve got the new baby wine layer for the solera. Ready to go.

Not quite.

The new harvest, añadas or vintage wine, needs to first go through a waiting period. During this time the wine is monitored to see what style it lends itself too. Most wine geeks are aware of an initial first classification where barrels are chalked up as “palma/palo” for lighter styles designated for biological aging or “raya/gordura” for more robust wines destined for oxidative styles. It is at this stage where fortification happens to either encourage flor (15-15.5% ABV) or prevent it from developing (17%).

But the wines aren’t shuttled off to join a Fino or Oloroso solera just yet. Instead, the barrels continue to be observed as part of the sobretablas. This can last anywhere from 9 months to 2 or 3 years. Sometimes even longer. With Finos and Manzanillas, the development and health of the flor are monitored with some barrels getting diverted towards more oxidative styles like Amontillado. For potential Oloroso and Palo Cortado, the body and texture are evaluated. It is this second classification that ultimately determines which solera the wine will be best suited for.

Mythbusting #6 – Likewise, the new harvest isn’t always what goes into the youngest criadera.

Graphic from Denkhenk. Uploaded to Wikimedia Commons CC-BY-SA-3.0.

From the Dutch Wikipedia.

Many established soleras, particularly those producing VOS/VORS wines, aren’t replenished by the new year’s wines. Instead, the source for their “new blood” is the already aged products from other soleras.

The reasons for this are quality driven but also quite practical. It requires an immense amount of time to start a solera from scratch with new vintage wines. For very old Sherries, it makes more sense to start and sustain them with wine that has already been significantly aged.

This is also the case with many Amontillados. Producers often will take wine from an established Fino or Manzanilla solera to replenish an Amontillado system. Many Palo Cortados (such as Valdespino’s Viejo C.P.) are made by selecting high-quality barrels from Fino and Amontillado soleras and then feeding them into the Palo Cortado solera. Rarely is a Palo Cortado solera replenished by a new vintage’s wine.

Before busting this myth, I use to wonder why things like a VORS (30+ year aged Sherry) solera didn’t have 30+ scales of barrels. This was driven by my mental-math quandary with the next myth.

Mythbusting #7 – Bottling doesn’t happen once a year.

The input-output of a solera didn’t always add up for me.  It especially seemed complicated by the fact that Sherry producers couldn’t legally drain more than 30% of a barrel for bottling. Factoring loses from evaporation helped the mental math a little. In large soleras, 1 to 2 barrels worth of wine could be lost between criadera levels from the angel’s share. But I always knew that there were some puzzle pieces I was missing.

Learning that soleras are dynamic with barrels moving between different soleras filled in a few of those pieces. But I had to divorce my thinking from the traditional winemaking calendar of bottling a particular wine once a year. Unlike many wines, Sherry is bottled on-demand to meet the needs of the market.

In the case of Finos and Manzanillas, there could be 2-4 or even 6+ bottlings a year.
Flor in a barrel

To maintain a healthy amount of flor, Fino and Manzanilla soleras need regular replenishment from more frequent bottlings.

This ensures that the wine that hits the market is fresh. However, it also helps sustain the vital flor with frequent replenishment of new wine being brought in from the sobretabla. Keep in mind, those producers don’t have to bottle the maximum amount they’re legally able to pull. The saca may only be 10-20% of each barrel or even 5%. Again, depending on the demand of the market.

There doesn’t even have to be any bottling in a given year. This is especially pertinent if there aren’t the sales to warrant putting more bottles out in the market. The wine will just sit there chilling in the solera until there is a need to bottle more. This flexibility to weather dips and booms in demand has been critical in Sherry’s survival.

However, the final piece to my mental math puzzle was the realization that I had to throw the math away. Because…

Mythbusting #8 – The oldest solera layer isn’t always the scale that a Sherry is bottled from.

This was my “son of a bitch” light bulb moment while studying. It was at this point when I realized how spectacularly wrong I was with my thinking about how soleras work. Again, I have to blame those classic pyramid illustrations. They evoke the image of Sherry wine flowing through the criaderas of a solera like a river. The wine enters in as headwaters only to eventually exit into the ocean–bottled and sent out into the world.

But the truth is, the layers of criadera are like ports along the river. Here the wine can be diverted away as irrigation channels to meet price points and stylistic demands.

Legally, a Sherry only has to be at least two years old to be bottled and sold as Sherry. Many times, it’s already reached this minimum at the sobretabla phase. So at any point, with any layer of the solera, a producer can selectively pull wine out to blend and bottle. It doesn’t have to be from that oldest solera layer at all.

Flight of Sherry photo by Michal Osmenda . Uploaded to Wikimedia Commons under CC-BY-2.0

There is great flexibility in being able to blend and pull from multiple scales of a solera. This allows bodegas to produce Sherry in a variety of styles to meet various price points.

For example, let’s say a producer is making a fairly inexpensive and light Sherry.

The bulk of that wine is likely going to come from young criaderas. It wouldn’t make stylistic or economical sense to pull it from the oldest layer. Though, the producer may pull a little bit from one of the older scales to add complexity. Likewise, even a premium Sherry bottled from older criadera levels may need some wine from younger scales for added freshness.

Of course, there are many Sherries that are bottled exclusively from that oldest solera level. But it doesn’t have to be that way. In many respects, all the various criadera layers are essentially like “reserve wines” in Champagne. Bodegas can selectively pull and blend between them to make multiple Sherries of all different price points and styles.

So, yeah, those pyramid drawings of Sherry that you see everywhere are pretty wrong.

However, they are the most straightforward way of trying to boil down a very complex and dynamic system. It’s not that they’re entirely misleading. They’re just very incomplete.

Realizing how lacking those illustrations are isn’t a reason to get annoyed. Instead, it should be a reason to appreciate Sherry more and get excited.

After all, there’s so much more out there to learn and discover.

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Whiskey and Wine

Author’s note: For an updated tasting that featured 13 whiskey/rum barrel aged wines check out the post Whiskey and Wine Revisited.

As I’ve admitted before, I can be a bit skeptical about newfangled wine trends but I always try to keep an open mind. So when I walk into stores and see big displays of Gallo’s Apothic Inferno (“A Wine With a Whiskey Soul” they say) supported with advertising campaigns featuring tatted up and vested hipster bartenders playing with fire, I know I need to try some wines aged in bourbon and whiskey barrels.

By Ken Thomas (KenThomas.us (personal website of photographer)) [Public domain], via Wikimedia Commons

I love Woodford Reserve in my Old Fashioned, not necessarily in my wine.


But first, a little background

Henry H. Work’s 2014 book Wood, Whiskey and Wine gives a nice backstory on the love affair between wine and wood barrels that extend over two millenniums. He also goes into the sharing of barrel technology with other beverages like whiskeys and beers. I highly encourage folks interested in geeking out more about this topic to give it a look.

In the 17th century, the convenience and availability of excess Sherry barrels from the bustling Jerez to London trade led to a “happy accident” of Scotch makers discovering the rich dark fruit flavors and deeper color that Oloroso Sherry barrels impart on whiskey aged in them.

In recent decades, the concept of cask-finishing for whiskeys has expanded to include barrels that previously housed Port, Madeira, Sauternes, Amarone and even First Growth Bordeaux and premium Super Tuscan and Barolo producers.

A Port finished Scotch from one of my favorite distilleries

A Port finished Scotch from one of my favorite distilleries

Across the pond, American Bourbon and whiskey producers also discovered the interesting flavors and added complexity of aging in former wine barrels. Of course, Sherry and Port casks were popular choices but producers also branched out with California Chardonnay like Woodford Reserve’s Sonoma-Cutrer finish. Even winemakers started getting in on the gig, like Dave Phinney’s partnership with a distillery to create a Bourbon aged in barrels that formerly held his Orin Swift Napa Cabernet Mercury Head. (Not sure what the status of this project is after Phinney’s sale of Orin Swift to Gallo)

Whiskey Returns the Favor (maybe)

Perhaps taking a cue from the beer industry which has seen a huge explosion in popularity of barrel-aged beer, it may have been inevitable that we would see wine aged in whiskey barrels.

The first mentioned of a whiskey barrel aged wine that I could find was back in 2010 when a winemaker in Australia some how got his hands on Pappy Van Winkle Barrels to age his 2008 McLaren Vale Shiraz. What became of his Southern Belle Shiraz, or if you can still find it, I don’t know as there are scant tasting notes on the web. I do find it interesting that the 2010 article from Garden and Gun noted that the expected release price for the 2008 was $25 USD but the average price of the three vintages available on Wine-Searcher (2009, 2011 & 2013) is only $9. If any one has further details about this wine (or know of an earlier whiskey barrel-aged wine), let me know in the comments below.

A very tasty barrel aged brew from Firestone Walker

A very tasty barrel aged brew from Firestone Walker


As with most things in the wine industry, people usually don’t start paying attention to a trend until the big-money players get involved and that is what happened in 2016 when Pernod-Ricard (Jacob’s Creek), Constellation Brands (Robert Mondavi), Concha y Toro (Fetzer) and E. & J. Gallo (Apothic) released their whiskey barrel-aged wines.

Are these wines any good?

I was able to get my hands on 3 brands of whiskey barrel-aged wines–Robert Mondavi Bourbon Barrel Aged Cabernet Sauvignon, Barrelhouse Bourbon Red (made by Bruce and Kim Cunningham of AW Direct) and Apothic Inferno (aged in whiskey instead of Bourbon barrels). Tasting these wines with colleagues in the retail wine industry, I wanted to be as objective as possible so we decided to do this tasting blind and with a “ringer” of a popular dark red blend (which was the most recent hot trend in the industry till the whiskey-aged wines came barreling in). In this case, I chose Cloud Break Black Cloud from O’Neil Vintners.

Here are my notes before the reveal:

Wine A- Sweet smelling on the nose. Very ruby port-like nose with figs and dark fruit. Some vanilla.
On the palate, rich fruit, very smooth but with noticeable RS. Yep, definitely very port-like with more overt oak spice flavors on the palate. Medium acidity. Medium-minus tannins.
My guess is that this is one of the bourbon barrels one. Drinkable, good for sweet(ish) red wine drinkers. Actually this may be an improvement over many of the “Dark” blends since the oak spice seems to add some complexity.

Wine B-This smells like a whiskey. But whiskey that smells like burnt rubber. Noticeably sweet nose. Roasted marshmallows and burnt flambe cherries. It smells like someone took a shot of cheap lightly peated whiskey, mixed with a really pungent Pinotage and then added it to someone’s Seagram 7 and Coke.
On the palate, Burnt rubber and roasted marshmallows. Medium-minus tannins and medium-minus acidity, maybe even low acidity. It’s no where near as sweet as I expected it to be based on the nose but I can’t tell if that is a positive or negative at this point.

Three whiskey barrel aged reds with a "regular" red blend ringer. (Not wrapped up in the same order. See reveal below)

Three whiskey barrel aged reds with a “regular” red blend ringer. (Not wrapped up in the same order. See reveal below)


Wine C- Much more subdued nose, medium-minus intensity but that may just be a scale down effect compared to Bag B. I don’t really smell any oak at all, just some subtle red fruit–red berries, maybe a little red plums.
On the palate, I can get some vanilla but it is still very mellow. Medium+plus acidity, actually has some good life to it. Definitely still red fruit. Medium tannins, very ripe and smooth.
My gut is telling me that this is the regular red blend but I’m a bit confused with the fruit being much more red than dark, knowing in the back of my mind that the “ringer” is one of the Dark Red styles. Whatever this is, its fairly enjoyable and with the medium plus acidity, can actually see this being a decent drinker and food pairing option.

Wine D- Medium nose. Still way more subdued than Bag B and less fragrant than Bag A. Much more overt vanilla on the nose. This has a bit of a “whiskeyness” to it but its not in your face. A little dark fruit but, again, subdued.
On the palate, this has some great texture. Medium+ acidity. Medium + tannins but very velvety and great full body. By far the most impressive mouthfeel. This feels like a decent $15-17 Cab. The flavors are very Cab-like as well, being more black currant with a little tobacco spice. The finish lingers with the vanilla and I do almost feel like I can taste a bit of roasted corn. Not enough to be weird but at this point I’m wondering if my palate is shot.

The Reveal and Final Thoughts

Bag A.) Cloud Break Black Cloud — (The Dark Red blend “ringer”) I was totally fooled on this. The ruby-port aspect had me thinking that THIS is what these Bourbon barrel-aged wines should taste like. Definitely a wine for the smooth, bold (but slightly sweet) red crowd. 3rd favorite of the group.

Bag B.) Apothic Inferno – As you could probably infer from my notes, this was my least favorite wine of the bunch. It certainly had the most in your face “whiskeyness” but, in my opinion, that didn’t add up to a pleasurable drinking experience in the slightest. Personally, I would rather drink any of the other examples in the Apothic stable (the regular red, Apothic Dark, Apothic Crush, etc) than the Inferno. It’s just not my style of wine at all.

Bag C.) Barrelhouse Bourbon Red – This pleasantly surprised me. It definitely wasn’t what I expected from this category. As I noted, I strongly thought this was just a regular red blend. Very solid and very drinkable. Probably the 2nd best of the whole bunch.

Bag D.) Robert Mondavi Bourbon Barrel Age Cabernet Sauvignon – the clear winner of the group and a very solid wine. I don’t think this wine needs the marketing gimmick of the “bourbon barrel age” (neither does the Barrelhouse really) and could easily stand on its own as regular, every day drinker that would do well paired with food or at a party with a crowd.

Or we can just drink some cocktails instead. The Oak Blossom was delicious!

Or we can just drink some cocktails instead. The Oak Blossom was delicious!

So there you have it. It’s worth having an open mind and I would encourage all wine drinkers to give these wines a try and form their own opinions.

Some of these wines, like the Robert Mondavi Cabernet Sauvignon and Barrelhouse Bourbon Red, are pretty solid and legit red wines. Others…..do have their own unique personality. I definitely recommend trying these wines side by side with either other whiskey barrel-aged wines or just general red blends. That is, by far, the best way to judge the character of these wines and see how they stake up against what you enjoy in red wine.

Cheers!

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