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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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Today I published several important hop add-ons to cover new and experimental hop varieties that have become available the last few years. This was a fairly sizeable task spanning several weeks to identify and collect information on the latest hop varieties. The main hop update adds 137 varieties, and there are over 100 additional varieties […]
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This week I examine a group of US hops from the Pacific Northwest. These American hops form the heart of the US Craft Beer revolution and are widely used in American Pale Ale, and the wide array of India Pale Ales (IPAs) that now dominate Craft Beer production in the US. The Pacific Northwest Hops […]
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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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In a way, purchasing the Black Elks’ building was like coming home for Ken Carson. The building sits in a part of Albuquerque, N.M., he describes as “the ’hood.” Carson once lived here before moving to the more affluent Northeast Heights in the 1960s, where he attended high school with only three other Black students. […]

The post Soul Food and Cream Ale in Albuquerque appeared first on CraftBeer.com.

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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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Lost in Fragaria

(Hood River, OR) — Ferment Brewing in Hood River today announced the release of Lost in Fragaria, a sour ale brewed with generous amounts of Oregon strawberries. The beer is the second in Ferment’s Wild Batch Series, which highlights a variety of Oregon-grown fruit, and is released in 12oz 6-pack cans. Lost in Fragaria was […]

The post Ferment Brewing Releases Lost in Fragaria appeared first on The Full Pint - Craft Beer News.

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This week I take a look at the rapid rise of all-in-one BIAB style brewing systems for all grain brewing. These affordable, compact systems have quickly become the favorite of beginner and experienced brewers alike. All-in-One Brewing Systems Only a few years ago, most serious homebrewers had full-size three tier brewing systems for their all […]
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This week I take a look at how to incorporate separately steeped dark grains with BeerSmith, a technique often used to minimize burnt, harsh roast grain flavors in the finished beer. Steeping/Sparging vs Mashing Dark Grains As I covered in this original article on the topic, all grain brewers can be well served by separately […]
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BBA T-SHIRTS ARE FOR SALE: http://www.betterbeerauthority.com/p/better-beer-authority-t-shirts_11.html CORRECTION: I mispronounced “wort”. It rhymes with “dirt”. And, “tun” rhymes with “done”. Learning how to brew beer using all-grain homebrewing methods. Kyle Klaibur, aka hophedbrewhaus, teaches me how. http://www.youtube.com/user/hophedbrewhaus Transcript: “Hi. I’m James Knott and this is your Better Beer Authority. Recently, I’ve been learning how to homebrew.
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