Oak and Oak
Barrels - Why do winemakers get so excited?
Oak has had a
very long association with wine. Initially it was simply as a watertight container
that could be used for transportation of the liquid. It wasn't until the development
of epoxy-lined cement and stainless-steel tanks that winemakers had alternatives.
In this series we explore different how oak can enhance wine.
The five parts
are:
Part 1 Give
me the BIG picture please
Oak has developed
into its current marriage with wine because of two key reasons. It was perfect
to shape into barrels. It is strong yet easy to work with and shape. It is also
rich in tyloses, the compound that makes barrels watertight. Modern wine making
does not need barrels but the
majority of red wines rely on oak barrels for a vital component of their flavour,
as do many whites. Without the influence of oak, wine would taste very different.
You can often
taste and smell the influence of oak (vanilla is usually the easiest to find).
The flavours enter the wine as it ages in oak barrels, with the newer oak barrels able to pass more flavour than barrels that have been used
for 2-3 vintages. But as important as flavour is, the exposure of the wine to
small amounts of air that seeps through the pores of the wood, the oxygen softens
the wine and can change it profoundly.
The twin impact
oak can have, make winemakers as fussy about the oak they use, as they are about
the condition of the grapes. The differences between different types of oaks,
French or American, can have a huge effect on the flavours the oak imparts.
But oak barrels come from a living plant, ensuring that no two barrels are the
same, and each barrel will influence the wine in a different way. This range
of flavours can give the winemakers opportunities when they blend the different
wines together. All this tasting and blending effort is time consuming and is
generally worth while for £7 plus wines.
Some winemakers
avoid using oak barrels completely but still achieve 'oak' flavours with stainless-steel
or cement tanks and oak chips, oak staves or powder. These alternatives are
giving the adventurous winemaker flexibility in the winemaking process and the
possibility of new flavours and styles.
Part 2 Geography
- does it make a difference?
In the main, winemakers
across the world use barrels made from either French Oak, American Oak or Eastern
European Oak. Each geographic region has different species of oak with individual
flavour compounds and structural characteristics.
Most French Oak
comes from forests that were planted in the days of Napoleon for shipbuilding.
Since the days of sailing ships have come and gone, those French forests have
become ongoing forestry operations. Five primary forests used for wine barrel
production are Allier, Limousin, Nevers, Trancais and Vosges. Interestingly,
Vosges, in the north east of France, was the scene of many fierce battles in
WW1. Up until the last 15 years very little oak was taken from Vosges as shrapnel
embedded in the timber would damage saws and tools.
Each of these forests
produces wood with distinctive characteristics involving tightness of the wood
grain as well as the amount of oak flavours that are imparted to the wine. Tight
grained wood tends to impart the Oak characteristics (vanilla, spice and butter
flavors) much more slowly than wood with looser grain. Winemakers select wood
for their wine barrels from different forests for the effect on the finished
wine.
Experiments with
American Oak (and that of many other countries) were not very successful since
the amount of influence that the barrel had on the taste of the wine was too
great. At first it was thought that the problem was with the wood itself. Now
we know that most of the difficulties were caused by the way the wood was prepared
and the way the barrel was constructed. As coopers began using traditional French
barrelmaking techniques on 'foreign' oak, the results improved dramatically.
When examining
French oak, we find the highest tannins of the oak types. Wine has easy access
to an array of compounds in the more porous oak, providing multiple extractives.
Structurally, French oak has less of the watertight giving properties of tyloses
so the logs need to be hand split down the grain rather than sawed across the
grain as with American oak. Logs sourced from the Office National des Forêts
make for more expensive timber & therefore barrels.
Structural differences
in American oak's hemicellulose and lignin result in more intense vanilla, wood
sugars, and toastiness. Because stave timber is purchased from private landowners,
log costs are lower. Its density, high tyloses, and straight grain means higher
yields, machine cutting, and lower cost barrels.
Eastern European
(Slovenian & Hungarian) Oak is also available and has slightly different qualities
to French Oak e.g. lower tannins. The trees grow more slowly and are smaller,
creating a fine grain and extremely subtle extraction. Research shows that its
hemicellulose breaks down more easily, forming a different spectrum of toasty
aromas. Eastern European oak is purchased from both government controlled forests
and private land. Although the logs are less expensive, lower yields produce
barrels that are about average in cost.
The final oak barrel
is not just a function of the tree and its location but also the characteristics
used to make the barrel, such as seasoning toasting and the cooperage style.
We will be looking at theses influences next month.
Part 3 Making
the barrels
Making oak barrels
is divided into a series of steps:
- Cutting into
staves
- Seasoning
- Toasting
- Making the
barrel
Cutting into
Staves
As mentioned earlier French barrels are low in tyloses, which give the water
retaining properties to barrels. It is for this reason that French oak cannot
be sawn into Staves (used to create the barrels) but need to be split along
the grain of the wood. American oak has much more tyloses and can be sawn across
the grain while still retaining its watertight properties. This is one of the
main drivers of price. Splitting is slow and requires expensive expertise, while
cutting is cheaper and simpler, this makes American oak barrels cheaper.
Seasoning
Before barrel construction the cut/split oak staves must dry out and season.
It also allows some important chemical modifications to occur. Tannins are reduced,
as are some of the bitter tasting compounds. At the same time there is an increase
in some aromatic compounds. Drying staves in ovens is quicker and cheaper, however
the chemical changes do not occur. The consequence is that the oak has fewer
aromatic properties and more bitter components ready to leach into the wine.
Poorly seasoned oak leads to nasty wine!
Toasting Barrels
Manufacturing involves heating barrels over a fire, so they can be bent and
shaped. The charring that occurs on the inside is referred to as toasting. The
level of toasting that the barrel has determines the toasty flavours imparted
in the wine. When used appropriately, the toasty flavours can have a significant
beneficial effect on the wine's flavour.
Barrel Making
The Barrel Maker is called a Cooper and is a specialist skill often taught as
an apprentice. Oak Staves are shaped and fitted together over heat to soften
the wood to bend.
The final barrel
and how it will influence the wine is determined by wood selection, age of the
tree, which part of the trunk is used, seasoning and the amount of toasting.
Part 4 Flavours
from oak barrels - the technical bit
Lactones
Lactones are the
most important oak derived flavours in wine and are known as oak lactones. On
their own the oak lactones smell like coconuts, but in wine they smell oaky
too. The two main types are known as 'cis' and 'trans' isomers of B-mthyl-y-octalactone.
The seasoning affects the ratio of cis to trans oak lactones and toasting reduces
the overall lactone levels. Trans has a coconut aroma, while cis has coconut
and earthy herbaceous characteristics. American oak is much higher in lactone
concentrations.
Vanillin
The component
behind vanilla is present in significant quantities in oak. If the oak is actually
fermented in contact with oak, the yeast used in fermentation reduces the vanillin
concentration. Thus barrel-fermented wines smell less vanilla and oaky even
though they are often in oak for longer.. Levels of vanillin increase with mild
toasting but can decrease with heavy toastings.
Guaiacol
Guaiacol has a
smokey aroma and is also described as spicy. It is formed by the degradation
of the wood component lignin during toasting and therefore increases at high
toasting levels.
Eugenol
Eugenol is a clove-like
smell. It increases with seasoning and toasting.
Furfural-5-methylfurful
Furfural-5-methylfurful
is produced by the heat induced degradation of sugars and carbohydrates during
toasting. They have a sweet butterscotch and caramel aromas with a hint of almond.
Ellagitannins
Tannins absorbed
by the wine from the wood are known as ellagitannins. They modify the structure
of the wine and increase the colour of the wine. They have an astringent taste.
The concentration decreases at heavy toasting levels.
Many of these compounds
occur at levels below their individual detection thresholds in wine. However
they can have a synergistic effect on the flavour and aroma of wine. For example,
the perception threshold for oak lactones is reported to be 50 times lower in
the presence of vanillin. In addition the combination of more than one of these
can produce complex flavours or aroma sensations. Whether or not any of these
flavours will be positive depends upon the context of the wine. It is a complicated
business.
Part 5 Cutting
edge oak and the alternatives
In recent years
the use of oak staves, chips and powder has been seen in many cheap wines and
some mid-priced wines. The surface area of the wine that is in contact with
the oak will increase the flavour extraction for the wood, and staves, chips
or powder submerged in the wine increases the surface area considerably. But
oak barrels do two things - they impart flavours and allows micro-oxygenation
to the wine.
Micro-oxygenation
allows incredibly small bubbles of air to pass through the pours of the barrel
helping with many of the chemical process going on inside the barrel. Many winemakers
are aware of the benefits of micro-oxygenation and have been bubbling oxygen
through their stainless steel tanks for a while. With increased surface area
associated with chips and micro-oxygenation it is becoming increasingly difficult
to tell the difference between the barrels and chips.
The cutting edge
with staves, chips and powders has in recent years been the increased understanding
of the importance of seasoning. Improvements have been steady and some winemakers
can no longer tell the difference between chips and barrels. A well-made wine
using chips will be better than a poor wine made in a barrel. Winemakers are
increasingly planning to use chips and staves in mid-priced wines, with several
premium wines now using the technology.
The use of various
oak alternatives at different stages of fermentation and aging with or without
micro-oxygenation gives winemakers an enormous range of possibilities for experimentation.
There are lots of opportunities to increase quality and decrease price that
the barrel simply cannot offer. For example, it is not usually possible to ferment
reds in barrels, currently the earliest winemakers can transfer the red wine
to barrel is during the final stages of alcoholic fermentation. But oak alternatives
can be used during fermentation when it is claimed that they help build the
structure, fix colour and reduce green notes.
The benefits of
alternatives are:
- Price - chips
and staves cost a fraction of barrels. A typical 225 litre barrel costs £400,
adding around £1.30 to the cost of a bottle of wine.
- Barrels take
up space and require expensive racking solutions.
- Time - barrels
require filling, emptying and topping up - all take time and have a labour
cost.
- The quality
of alternatives has increased considerably over the last four years.
- Allows winemakers
to experiment with different styles.
While barrels
are the earliest piece of winemaking technology, they are a tried and tested
way of bringing up fine wines, it seems that for the adventurous winemaker a
combination of barrel alternatives with micro-oxygenation promise a range of
powerful and cost effective tools to increase the quality of the wine.
As the quality
of products on offer increases and more data is accumulated on their use it's
likely that oak alternatives won't always be seen as a rather devious short
cut for dressing up cheap wines, but increasingly used for premium wines.
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