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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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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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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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