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Highlights from my Australian sabbatical leave​

By Kathy Kelley, Professor of Horticultural Marketing and Business Managment 

I just returned from a six-month sabbatical leave in Australia where I visited many wineries and tasting rooms and talked with various industry members.  I have included a map of Australia’s wine regions for your reference.

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I spent a majority of my time in Adelaide which is surrounded by over 200 tasting rooms situated in the Barossa Valley (known for Shiraz), Clare Valley (Riesling), and more than a dozen other wine regions (see map below).

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South Australia has not yet been impacted by phylloxera (; however, several growers and winemakers indicated that they do expect the pest to impact their vineyards at some point.  Currently, they post signs asking consumers not to walk through the vineyards and politely ask those who do to kindly leave the production area.  A few indicated that they are considering other measures (such as fencing) to protect vines near their tasting room, some of which were planted in the mid-1800s.

The Cube, McLaren Vale

The d’Arenberg Cube is a multi-story, Rubik’s Cube-like building (Rubik’s Cubes that look like the building are can be purchased for $10 AUS/$7.40 US).  The building includes a restaurant, a 360-degree video room where visitors can watch an artistic representation of the brand’s various wine labels, and a space for fee-based wine blending sessions.  While the Osborn family has had a presence in the Australian wine industry since 1912, the Cube opened in 2017.

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There is also a sensory room where visitors can squeeze a handpump and smell what they might expect in a glass of wine and an art gallery.  Visitors can download an app that provides additional information about each room and display.

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The tasting room is on the top floor where visitors can taste the wines (included in the $10 AUS/$7.40 US entrance fee) while looking out over the valley.  Visitors can choose from over 70 wines, including The Cenosilicaphobic (which means a fear of an empty glass) Cat (  Apparently, there was a cat on site that had a bit of a problem with alcohol.

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Sidewood Estate, Adelaide Hills

Sidewood Estate is a winery and cidery located in the Adelaide Hills (  The tasting room has an intimate space for couples and small groups to taste their wines while large groups are served in another space a short distance away.  Having two separate spaces provides a nice quiet area for couples/small groups who want to interact with staff and another where large groups don’t have to worry about being loud.

In addition, all guest can buy golf balls and practice their swing.  If they succeed in hitting a ball onto the small green located in the middle of the pond or get a hole-in-one – they can win a prize.  Not only does the driving range give nonwine drinkers something to do while they wait for their wine drinking friends, it also keeps visitors on site longer which then encourages them to purchase additional food and drinks.

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Hahndorf Hill Winery, Adelaide Hills

Hahndorf Hill Winery focuses on cool-climate varieties (due to the cool temperatures at night) and Austrian varieties, especially Gruner Veltliner.  Several years ago, they began propagating cuttings they imported from Austria, evaluated them, and now share the cuttings with other vineyards in the region.  They make four different styles of Gruner Veltliner wines: a classic style, a fruit-driven style, a “more opulent style,” and a late harvest style ( The winery has a Gruner-focused blog called “The GRU Files” ( and one of the owners, Larry Jacobs, is called Australia’s “Grandfather of Gruner” (

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Terrior, several wine regions

While the staff did not overly focus on terroir, several tasting rooms did display soil samples, profiles, and maps where their vineyards are located.  Below are some examples of the various ways they displayed these items.

Yalumba Family Vignerons c. 1984. A map of their vineyards and corresponding soil samples are displayed at the tasting bar.  Yalumba, located in Barossa Valley, “is one of only four wineries around the world to have its own cooperage” (

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Chateau Tanunda is “home to some of the earliest plantings of vines in Barossa Valley” with some planted in the 1840s (  Staff refer to soil samples and explain how production in Alluvial Clay Loam soil can differ from production in Deep Sand.

Pooley Wines, established in 1985 and located in Tasmania, is the state’s first certified environmentally sustainable vineyard (for more information about the program:  A fairly unique display shows the soil profiles for two vineyards: a) Sandy Loams over Sandstone in which they grow Syrah, Cabernet Sauvignon, Merlot, Reisling, Chardonnay, and Pinot Noir and b) Dolerite, black crackling clays, limestone over sandstone, in which they grow Chardonnay, Pinot Noir, Pinot Grigio, and Riesling (

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Bleasdale, Langhorn Creek

In addition to seeing several vineyards that were planted in the mid to late-18oos, it was also incredible to see the various artifacts that wineries had kept from this period.  Bleasdale was established by Frank Potts in 1850 ( Mr. Potts came to South Australia in 1836 and established the first winery in Langhorne Creek in the late 1850s.  As you can see in the images below, he was a skilled craftsman and built machinery that he then used to make wooden plugs for wine corks and vats, and also made his own vats and lever presses.

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The image below shows a red gum lever press that was built by Frank Potts’ sons in 1892.   It is the second press that was built on the property, the first one was built by Mr. Potts in the 1860s and had just one basket.  The design is based on basket presses Mr. Potts saw in Portugal.

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According to a sign at the winery: “Both presses were build of red gum, with the density of the wood meaning the levers would not need to be pushed down to provide mechanical advantage.”   The sign also stated that “the two presses stood side-by-side for around 20 years until the first press was deconstructed circa 1910-1915.”

Now, a little of what I saw in the marketplace.

A cider & wine concoction

While it has been on the market for a bit in Australia and New Zealand, Jacob’s Creek (Australia’s largest wine brand) released an alcoholic beverage that is a combination of white grape and apple juice called Pip & Seed.  Flavor profiles include: fruity (“exploding with the flavour of fresh, sweet apples and pears”), crisp (“bright floral aroma and fresh, crunchy apples on the palate), and sweet (“sweet taste sensation bursts with apple and pear aromas while sweeter, juicier apples party on the palate”) (  At the time of this posting, the price for one 500mL bottle was $3.88 US.

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Is your wine at the correct temperature to drink?

Taylors Wines, a third generation wine business located in Clare Valley, South Australia, has taken the guesswork out of knowing when a wine is at the optimum temperature for drinking.  I found this bottle of Taylors Estate 2015 Cabernet Sauvignon ($14.42 US dollars) in a wine shop – and though it was mixed in with several other brands, the bottle neck tag attracted my attention.

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The neck tag instructs the purchaser to compare a glass of the red wine at room temperature and at the optimum temperature, per the temperature sensor on the label on the back of the bottle.

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Below, I’ve included an image of the temperature sensor printed on the back label.  According to their winemaker, this wine’s optimal drinking temperature is between 16 and 18C (60.8 to 64.4F), which correlates to the “raspberry” color section on the scale.  In the top-right portion of the image, you can see that the current temperature indicator is “lilac” which is in the range considered “too warm.”

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These are just a few of the winery tasting rooms and products that I saw in Australia.  There are many other wineries in these regions and others that provide visitors with an amazing experience and fabulous wine.  I will share more observations in future blog posts.

Winemaking in Austria: An introduction and comments from an 8th generation winemaker

By Dr. Helene Hopfer

Since starting to work at Penn State last year, I am excited about all these local wines made of Austrian varieties. As a native Austrian, Grüner Veltliner, Zeigelt, and Blaufränkisch (called Lemburger in Germany and Kékfrankos in Hungary) and in particular, the (even) lesser known Rotgipfler, Zierfandler and St. Laurent, are near and dear to my heart (and my palate).

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The more I learn about viticulture in Pennsylvania, the more similarities I discover: Similar to Pennsylvania, Austrian growers worry about late spring frosts, fungal pressure and fruit rot, wet summers, and damaging hail events [1]. So it is only fitting to provide some details and insight to Austrian winegrowing and winemaking through this blog post.

Located in the heart of Middle Europe, the Austrian climate is influenced by a continental Pannonian climate from the East, a moderate Atlantic climate from the West, cooler air from the north and an Illyrian Mediterranean climate from the South. Over the past decades, the number of very hot and dry summers is increasing, leading to more interest in irrigation systems, as on average the annual average temperature in Austrian wine growing areas increased between 0.3 to 1˚C since 1990 [2].


Austrian wine growers also see a move towards larger operations: Similar to other wine regions in Europe, the average vineyard area per producer is increasing, from 1.28 ha / 3.16 acres in 1987 to 3.22 ha / 7.96 acres per producer in 2015. Many very small producers who often run their operations besides full-time jobs are now selling grapes or leasing their vineyards to larger wineries. A similar trend is true for wineries [2].


Different to other countries where widely known varieties like Chardonnay or Pinot noir make up the majority of plantings, the most commonly planted grape varieties in Austria are the indigenous Grüner Veltiner (nearly 50% of all whites) and Zweigelt (42% of all reds), followed by the white Welschriesling and the red Blaufränkisch (Lemburger).  Another interesting fact is that over 80% of all planted vines are 10 years or older, with 30% of all vines being more than 30+ years old [2].

The Austrian wine market is very small on a global scale, with just over 45,000 hectares / ~ 112,000 acres of planted and producing vineyards by around 14,000 producers nation-wide [2]. Nevertheless, Austrian wine exports are steadily increasing, particularly into countries outside of the European Union, such as the USA, Canada, and Hongkong, indicating a strong interest in this small wine-producing country. Austrian wines are considered high quality, attributable to one of the strictest wine law in the world, the result of the infamous wine scandal of 1985 [3]. Today, the law regulates enological treatments (e.g., chaptalization, deacidification, and blending), levels and definitions of wine quality (e.g., the “Qualitätswein” designation requires a federal evaluation of chemical and sensory compliance), and viticultural parameters such as maximum permitted yield of 9 tons/ha or 67.5 hL/ha and permitted grape cultivars (currently 36 different varieties) [4].

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One of the leading figures in developing the now well-established Austrian wine law was Johann Stadlmann, then president of the Austrian Wine Growers’ Association. During his 5-year tenure starting in 1985 at the peak of the wine scandal, he made sure that the wine law could be implemented in every winery and ensured strict standards; Johann Stadlmann could be called the father of the Austrian ‘Weinwunder’ (=’wine miracle’), the conversion of Austria as a mass-producing wine country to one with an emphasis on high quality.


Weingut Stadlmann – an estate with a very long history

If you ever visit Austria, you most likely fly into Vienna, the country’s capital. Vienna is one of the few cities in the world that also has producing vineyards located within city limits. Just outside of the city limits to the South, lies another important wine region in Austria, the so-called ‘Thermenregion’, named after thermal springs in the region. The region has a long wine history, dating back to the ancient Romans, and later Burgundian monks in the Middle Ages. The region is characterized by hot summers and dry falls, with a continuous breeze that reduces fungal pressure. One of the leading producers within the region is the Weingut Stadlmann, dating back to 1778 and now run by the eighth generation, Bernhard Stadlmann. He is the latest in a line of highly skilled winemakers that combine innovation with a conservative approach. His grandfather, Johann Stadlmann (yes, the same guy of the Austrian wine law), was one of the first ones in Austria to use single vineyard designations on his wine labels. Bernhard’s father, Johann Stadlmann VII, a master in creating wines from varieties only grown in this region, and named ‘winemaker of the year’ in 1994, is known for his careful approach and is now working alongside his son, Bernhard. In 2007, Bernhard started the conversion of the family-owned vineyards to certified organic. The family cultivates some of the best vineyards in Austria, including the single vineyard designations ‘Mandel-Höh’, ‘Tagelsteiner’, ‘Igeln’, and ‘Höfen’, planted with the indigenous varieties Zierfandler and Rotgipfler only grown here in the region. Wines from these vineyards are among the very best Austria can offer!


The vineyards cultivated by the Stadlmann family also differ quite dramatically in soil composition: While the ‘Mandel-Höh’ vineyard is highly permeable to water and nutrients, with lots of ‘Muschelkalk’ (limestone soil formed of fossilized mussels shells), is the ‘Taglsteiner’ vineyard characterized by more fertile and heavier ‘Braunerde’ soil, capable of retaining more water.

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The long winemaking history becomes apparent once one steps into the wine cellar, full of large barrels, made of local oak: Some of these barrels have hand-carved fronts, depicting their vineyards and Johann Stadlmann senior. All of these barrels are in use, and part of the Stadlmann philosophy of combining tradition with innovation.

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Another increasing threat is the spotted wing Drosophila, Drosophila suzukii, damaging ripening grape berries from véraison onwards. Bernhard sees some varieties more affected by Drosophila suzukii than others. There is intensive research on pest control, including shielding nets, fly traps, and insecticide strategies, and the Stadlmanns currently run experiments within their organic program: They blow finest rock flour (Kaolin and Dolomite rock) into the leaf canopy and fruit zone to create unfavorable conditions for different insects, including Drosophila, wasps, which pierce sweet berries, earwigs and Asian lady beetle, both leafing residuals causing off-flavors in the wine once they’re crushed.  Drosophila suzukii was first discovered in Austria a few years ago and is also an issue in the US (see also Jody Timer’s blog post).

During a recent visit at the Stadlmann estate, I had the chance to chat with Bernhard about the challenges of Austrian winegrowing and winemaking. I was interested in a young winemaker’s perspective, especially as Bernhard has been trained all around the world, including Burgundy, Germany, and California. This year, spring frost in late April threatened vineyards in many winegrowing regions in Austria, requiring the use of straw bales and paraffin torches to produce protective and warming smoke. Luckily, not too much damage was done to the Stadlmann’s vineyards, however, it caused some sleepless nights for Bernhard and his family, and shows also the importance of developing effective spring frost prevention alternatives (see also Michela Centinari’s blog post).

We also talked quite a bit about wine quality: while the Austrian ‘Qualitätswein’ designation ensures basic chemical (e.g., ethanol content, titratable and volatile acidity, residual sugar, total and free SO2, malvidin-3-glucoside content (for reds), etc.) and sensory (i.e., wine defects like volatile acidity, Brettanomyces, atypical aging, mousiness and other microbial defects) quality, this only ensures a lower limit of quality. In the recent years, the Austrian governing bodies added another layer of wine quality, based on the Romanic system of regional typicity and origin: The so-called DAC (Districtus Austriae Controllatus) wines are quality wines typical for a region, made from varieties that are best suited for that region. DAC wine producers adhere to viticultural, enological, and marketing standards, with the goal to establish themselves as famous wines of origin (think Chablis, Cote de Nuits, Barolo, Rioja or Vouvray).  As this is a relatively new system for Austria, we will see how successful these DAC regions will be. Their success will also depend on the regional producers, and how stringent they set the criteria for the DAC designation, as they have to walk a fine line between establishing a recognizable regional typical wine without losing individual character that each producer brings to their wines.


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If you are interested in learning more about Austrian wines, and Bernhard and his family’s wines, they were recently highlighted in a couple of US wine publications, including a great podcast episode on ‘I’ll drink to that!’ and an article in the SOMM journal about Zierfandler. Zierfandler is one of Stadlmann’s signature varieties, indigenous to the region, but tricky to grow, as it requires long and dry ripening periods and has a very thin skin, prone to botrytis. However, when done well (like the Stadlmanns do), it produces extraordinary wines with fruity, floral, and sometimes nutty notes that have a long aging potential. If you are able to get your hand on these Zierfandler wines get them while you can!

Last, a big Thank You to Bernhard Stadlmann for his help with this blog post: He took time out of his super busy harvest schedule to show me around, never getting tired of answering my questions. He also graciously provided all but one of the pictures.


[1] Huber K (2017) Durchschnittliche Weinernte 2017 erwartet. LKOnline. Available at (in German):

[2] Austrian Wine Marketing Board (2017) Austrian Wine Statistics Report 2015. Available at (in German):

[3] New York Times (1985) Austria’s Wine Laws Tightened in Scandal. Available at:

[4] Austrian Wine (2017) Wine Law. Available at:

Tasting Chambourcin: Part I

By: Denise M. Gardner

Note: Sensory descriptions of wines produced by the grape variety, Chambourcin, are based on individual observations, tastings, and a collection of notes obtained through various Chambourcin tastings including many different individuals.

At the Central Pennsylvania regional winery meeting held at Brookmere Winery, attendees and I had the opportunity to taste through a series of Pennsylvania-grown and produced Chambourcin wines.  This was actually one of the first all-Chambourcin wine flights that I have been able to taste, and I was quite encouraged by what I was tasting in the glass.  Paula Vigna, writer for The Wine Classroom via Penn Live, has since written an article on the tasting titled, “Chambourcin’s ceiling: Maybe higher than originally thought.”

Chambourcin: A Description

Chambourcin is a French-American hybrid wine grape variety that was bred by crossing Seyve-Villard 12-417 (Seibel 6468 x Subéreux) with Chancellor*, commercialized in 1963 (Robinson et al. 2012).  Despite Chambourcin’s vigor and relative tolerance to disease pressure in humid climates, anecdotally the wine does often appear preferred by many Vitis vinifera winemakers.

As a wine, Chambourcin’s strength is its vibrant red color and supple, soft mouthfeel due it is relatively lack of course tannin on the palate.  These features often make it a valuable red wine blending possibility, especially considering the relative consistency of obtaining Chambourcin fruit every vintage.  However, the smoothness of the wine often is a frustration by many eastern winemakers looking for more depth and [tannin-related] mouthfeel in their red wines.  When coupled with Chambourcin’s notorious ability to retain acidity, often above 7 g/L of tartaric acid (depending on where and how it is grown), the lack of perceived tannin can make the wine taste relatively thin and acidic.

The acidity associated with the Chambourcin grape variety often appears retained when grown in cooler climates.  For example, in Pennsylvania, Chambourcin produced in North East, PA (Erie County) often has relatively higher TAs compared to Chambourcin grown in southeastern, PA (e.g., Berks County).  From a grape growing perspective, all winemakers should expect this phenomenon.  However, Chambourcin can retain a higher acidity even when grown in the warmer southern parts of Pennsylvania.  Based on observation, the variety seems to maintain its acidity when it is not thoroughly crop thinned.  As Chambourcin is an incredibly vigorous variety, and as you will see from the tasting, producers hoping to drop the acidity often crop thin grape clusters while on the vine.

When looking at the tannic composition of Chambourcin, it is likely that much of the tannin content associated with Chambourcin is lost during primary fermentation.  Dr. Gavin Sacks at Cornell University is studying this situation associated with many hybrid wine fermentations.  As Dr. Sacks discussed at the 2016 Pennsylvania Wine Marketing & Research Board (PA WMRB) Symposium in March, tannins come from 3 different components of the grape: the stems, the skin, and the grape seeds. During the fermentation process, anthocyanins (red pigments) and skin tannin is extracted quickly, usually before the product starts to ferment.  Seed tannin is extracted more slowly, typically throughout primary fermentation and extended maceration processes.  Dr. Sacks’ lab (Springer and Sacks, 2014) and previous research (Harbertson et al. 2008) have shown, grapes produced outside of the western U.S. generally have lower concentrations of tannin available in the grape.  While available tannin in the grapes does not necessarily correlate with tannin concentrations in the finished wine, many eastern U.S. winemakers will add exogenous tannin pre-fermentation, during fermentation, and/or post-fermentation to help improve mouthfeel and potentially increase substrate availability for color stability reactions.  However, even with exogenous tannin additions, Dr. Sacks has found that many of the tannins associated with hybrid fermentations end up lost during the fermentation process due to protein-tannin binding complexes that pull tannins out of the wine.  The higher protein concentration associated with the hybrid grapes has been linked to disease resistance mechanisms that the varieties were originally bred for, and is more thoroughly explained in Dr. Anna Katharine Mansfield’s recent Wines & Vines article, “A Few Truths About Phenolics.”

Additionally, Chambourcin has been noted to have a relatively neutral red wine flavor, lacking a concentrated pop of fruit and using non-descript aromatic or flavor descriptors like: red cherries, red fruit, red berries, stemmy, herbal, or even millipedes. And yes, I have heard one or two consumers actually reference a millipede aroma when tasting Chambourcin.

Tasting Chambourcin Produced in PA

Flight of Chambourcin Wines tasted at the June 2016 Central PA Regional Wine Meeting, hosted by Brookmere Winery. Photo by: Denise M. Gardner

Figure 1: Flight of Chambourcin Wines tasted at the June 2016 Central PA Regional Wine Meeting, hosted by Brookmere Winery. Photo by: Denise M. Gardner

The official flight (Figure 1) of Chambourcin wines that I had put together included:

  • Galen Glen Winery 2014 Stone Cellar Chambourcin
  • Penns Woods Winery 2014 Chambourcin Reserve
  • Vynecrest Winery 2014 Chambourcin
  • Pinnacle Ridge Winery 2013 Chambourcin Researve
  • Allegro Winery 2012 Chambourcin

Additionally, Brookmere Winery, Armstrong Valley Winery, and Caret Cellars (Virginia) added Chambourcin wines to taste.  The formal wine tasting turned out to be quite a unique experience.

I saw a few over-arching sensory themes within these wines:

  • Reduced acidity: While I did not personally measure the pH and TA for these wines, the perception of acidity was not as obvious, overly perceptible, or offensive.
  • Soft, supple mouthfeel: Even with a couple of the wines that were perceived as “more tannic,” these wines were soft and easy-drinking.
  • Use of oak barrels: Many of the producers were opting for some production in actual oak barrels as opposed to using oak alternatives. Type of oak ranged from French, American, and Hungarian.
  • Higher alcohols: Alcohol concentrations for these wines ranged from 13-14%, likely due to extended hang time in the vineyard, allowing for an increase in sugar accumulation.
  • Two emerging aromatic profiles: A couple of the wines were very fruit-forward and fruitier than what is normally expected from Chambourcin. The other wines were less fruit-forward, however, they did retain a fair amount of red fruit aromatics in addition to the complex aroma nuances: earthiness, tobacco, toasted oak, vanilla, and tobacco.  Many tasters commented on the general concentration of aromatic nuance associated with many of the wines we tasted.

In general, the relative depth, cleanness, and fruit expression of these wines was impressive.  Perhaps this tasting clearly indicated that although many winemakers struggle with finding the “right fit” or style for their Chambourcin, the level of quality associated with the wine has definitely improved within the last 5 years.  At the very least, the level of quality associated with this flight of wines was encouraging for hybrid red wine producers.

Additionally, Brookmere Winery provided a real treat from their cellar library: a 1998 Chambourcin produced by Brookmere Winery (Figure 2) when Don Chapman owned the winery.  If you appreciate older wines, then this Chambourcin would truly impress you.  Not only did it express the “old wine” honey-floral character loved by many wine enthusiasts, but the red fruit aromas and flavors were still boldly expressed in the wine.  The color was intense and dynamically red, and there was a fine perception of firm tannins on the palate.  Overall, the tasting of this wine gave me the perception that not only did this wine still have plenty of room to continue aging in the cellar, but that Chambourcin, as a wine varietal, had positive potential for aging for more than 10 years.

Figure 2: 1998 Chambourcin Produced by Brookmere Winery. Photo by: Denise M. Gardner

Figure 2: 1998 Chambourcin Produced by Brookmere Winery. Photo by: Denise M. Gardner

Given that most of this post is based on my own experiences, perceptions, and information gathered from growers and producers pertaining to Chambourcin, I would welcome any additional experiences with the variety (as a grape or as a wine) in the comments section.

While this post has documented Chambourcin as a grape variety and a small snap shot of sensory perceptions from a handful of producers in Pennsylvania, next week’s post will focus on production techniques to improve the quality Chambourcin red wines.


For more information on upcoming regional meetings and the types of tastings to be held at those FREE events, please visit:



Harbertson, J.F., R.E. Hodgins, L.N. Thurston, L.J. Schaffer, M.S. Reid, J.L. Landon, C.F. Ross, and D.O. Adams. 2008. Variability of tannin concentration in red wines. Am. J. Enol. Vitic. 59:210-214.

Mansfield, A.K. January 2015. A few truths about phenolics. Wines & Vines.

Robinson, J., J. Harding, and J. Vouillamoz. 2012. “Chambourcin.” pg. 218-219. Wine Grapes. ISBN: 978-0-06-220636-7

Springer, L.F. and G.L. Sacks. 2014. Protein-precipitable tannin in wines from Vitis vinifera and interspecific hybrid grapes (Vitis ssp.): differences in concentration, extractability, and cell wall binding. J. Agric. Food Chem. 62(30):7515-7523.


*Authors Note: Since the publication of this article, a few growers and grape breeders have alluded to the improperly reported parentage of Chambourcin. While it is generally reported and cited as such, it is understood among some wine grape experts that Chancellor is not likely a parent to Chambourcin. For more information on determining parentage of given grape cultivars, please refer to: and search the cultivar name of interest. 


Regional Winery Meetings Scheduled for Pennsylvania Wineries in Summer 2016

By: Denise M. Gardner

Each calendar year, Penn State Extension works with the state wine industry to schedule “regional” meetings with local producers.

Regional meetings are kindly and financially supported by the PA Wine Marketing and Research (WMRB) Board and Pennsylvania Winery Association (PWA), as part of the annual operating expenses that are granted to the Penn State Extension Enology position each fiscal year.  The financial support is, in part, contributed by each Pennsylvania winery in the annual assessment on the gallons of wine produced across the state, which are submitted to the PA WMRB.  It is this funding mechanism that makes these visitations possible on an annual basis, and all Pennsylvania wineries are encouraged to attend.

These regional visitations by the Extension Enologist were designed to be convenient for local industry members in terms of location.  While industry members, or perspective industry members are welcome to attend any of the meetings, the purpose of these meetings is for me to get out into various parts of the state while making traveling a bit more convenient for industry members.

Regional meetings are free for industry members or prospective members to attend.

All regional meetings are hosted at a local winery, and meeting locations are listed below and on the Penn State Extension Enology website.

Each region organizes their regional visits differently, and they are designed to be beneficial for that region of industry members.

Regional meetings all have a unique structure.  Many are only a few hours long, offer a production tour of a local winery, and many include a tasting.  In the past, regional meetings have included anything from question and answer sessions on a production tour:

Denise Gardner discusses winemaking with Sharon Klay from Christian Klay Winery.

Denise Gardner discusses winemaking with Sharon Klay from Christian Klay Winery. Photo from: Mark Chien

To tasting bench trials created by some of the local wineries:

Bench trials set up during a Central PA Regional Winery Meeting. Photo from: Denise Gardner

Bench trials set up during a Central PA Regional Winery Meeting. Photo from: Denise Gardner

Wine tasting and sensory evaluation. Photo from: Denise Gardner

Wine tasting and sensory evaluation. Photo from: Denise Gardner

To hosting benchmark tastings on specific wine varieties:

Wines from Around the World Benchmark Tasting. Photo from: Denise Gardner

Wines from Around the World Benchmark Tasting. Photo from: Denise Gardner

To holding a short educational program on a topic of specific interest to that region.

Dr. Kathy Kelley presents her research on tasting room design at a regional meeting in Erie County. Photo from: Denise Gardner

Dr. Kathy Kelley presents her research on tasting room design at a regional meeting in Erie County. Photo from: Denise Gardner

Additionally, these visitations by the Extension Enologist offer several benefits to the local industry, including:

  • meet with existing producers to discuss potential problems or challenges within the winery,
  • visit with potentially new or new producers within the wine community,
  • introduce new producers to existing operations to enhance networking and collaboration across the state,
  • answer questions pertaining to wine production and quality, and
  • review Penn State research updates pertinent to the wine community.

The tentative agendas for each regional meeting, in addition to their scheduled date, for 2016 are listed below.

The program at Brookmere will include a production tour with a question and answer period by all attendees.  Additionally, Denise will conduct an educational tasting on local Chambourcin wines produced across Pennsylvania. This was created by request from the regional producers in order to get a better idea of how Chambourcin tastes throughout the state.

This regional visit will follow the day after the “Stabilize Your Wine – Filtration, SO2, and Potassium Sorbate” workshop hosted by Cornell and Penn State Extension at the CLEREL Station in Portland, NY.  This workshop requires pre-registration (see the attached link), and anyone is welcome to attend with paid registration.

On August 3rd, Denise will visit individual wineries to discuss winery-specific problems or to keep Denise current on what is happening in the winery.  To schedule an appointment with Denise, please contact Andy Muza in the Erie County Extension Office.

The southwestern regional meeting will be held at La Casa Narcisi Winery and include a production tour.  Denise will host a small educational session on high potassium winemaking with a tasting of the high potassium wines (i.e., Merlot, Cabernet Sauvignon) that were produced by Penn State during the 2015 harvest.  Wineries are welcome to bring their own wines for feedback and welcome to stay through lunch, which can be purchased at the restaurant on site at La Casa Narcisi.

  • Northeastern PA: Date and location TBD, but please reserve August 30th or 31st on your calendars

Currently, the date and final agenda for the northeastern part of the state is being discussed.  But, please continue to check the “PSU Extension V&E News” listserv and Extension Enology website for updates.

More information, and updates, on each regional visit can be found at: Pre-registration is NOT required for anyone to attend regional meetings.

While there is not a Southeastern PA regional meeting currently scheduled, there are several events hosted in the southeastern section of PA that are conveniently located for those regional wineries.  Wine Trails in the southeastern quadrant of PA are encouraged to contact Denise for specific visitations.

The most current workshop on the calendar includes the Sensory Defects for Fermented Beverages and Distilled Spirits workshop, held on June 9th, which will be hosted in Collegeville, PA (Montgomery County).  Registration for this workshop is required, and details for the program can be found at the above link.

As is the past, the Penn State Extension Enologist acts as a resource for Pennsylvania wineries when production problems or questions arise.  You can find contact information In addition to the list of educational programming designed for the local industry, Penn State Extension is filled with:

  • Online resources via Penn State Extension’s website
  • The “Wine & Grapes U.” blog site, which includes a yearlong calendar of local/regional/national events and local sales and job opportunities.
  • Annual workshops including the Wine Quality Improvement (WQI) Short Course held every January, the upcoming Sensory Defects for Fermented Beverages and Distilled Spirits workshop, the PA Wine Marketing & Research Board Symposium, and many additional workshops that cover a multitude of topics. Previous workshop topics covered: micrbiological techniques for wine production, the use of sulfur dioxide in the winery, pre-harvest preparation, benchmark wine tastings, blending, and more!
  • Wine Made Easy Fact Sheets, which can now be found on the Extension website! These are quick print outs designed to help winemakers in the winery.  Visit the link for all of the topics currently published.
  • The weekly “Penn State Extension V&E News” listserv, distributed every Friday to keep industry members current on research, real-time issues in the vineyard and winery, and upcoming events pertinent to this industry.

Technical Information about Pét-Nats (Pétillant Naturels, or Sparkling Wines Produced by Méthode Ancestrale)

By: Denise M. Gardner

Author’s Note: Current technical information regarding the production of pétillant naturels is limited.  The following information is summarized and detailed from a series of text books and personal discussions with Paul Guyard from Enartis, Daniel Granes from the ICV in Languedoc-Rousillion, whose contact comes courtesy of Gordon Specht from Lallemand, and Michael Jones from Lallemand.  The author would like to thank all contributors for the following information.


The recent interest in sparkling wine production ( has winemakers and sommeliers talking about another trendy bubbly: Pétillant Naturels, or pét-nats when abbreviated.  These bubblies are consumer friendly: less expensive than traditional Méthode Champenoise-produced wine, usually contain an enhanced fruitiness, are meant to be consumed early (i.e., no long term aging required by the consumer), and are currently trendy amongst wine professionals, bloggers and sommeliers.  A quick search online can lead one to a plethora of articles indicating consumer awareness of pét-nats:

Recent food trends indicate that consumers are searching for “more natural” selections (, and pét-nats may appear as a less intrusive winemaking approach in the eyes of consumers.  Pét-nats offer a winery marketing potential, as many are highlight as being made with limited technological influence and following more traditional winemaking practices.

The concept of production is rather simple: start fermentation and bottle before it is finished fermenting to retain some residual carbon dioxide, and likely sugar, in the final product.  However, production requires winemaker attention to ensure final wine quality.  As David Lynch quoted one producer in his Bon Appetit article, pét-nats production can seem like “Russian roulette winemaking” from the production perspective.  Although in French, a detailed diagram displaying the steps of the méthode ancestrale production practices associated with pét-nats (follow the column labeled “méthode rurale”) can be found here:

History of Pét-nats

Pét-nats are believed to be the original source of sparkling wine production in France, preceding Champagne production (Robinson and Harding 2006).  It is believed that wines from naturally-cooler regions in France would undergo primary fermentation until the winter when temperatures would naturally drop and inhibit fermentation.  Winemakers, unaware that the wine was not fully fermented, bottled the young wine and found that it re-fermented in the bottle when the ambient temperatures became warmer.  Some of the first sparkling wines produced have been traced back to Gaillac, located in the southwest part of France, north of Toulouse, and Limoux, located in the higher mountains of the Languedoc-Roussillon region (Robinson and Harding 2006).

The term “pétillant” generally describes a sparkling wine with less retention of carbon dioxide compared to a sparkling wine like Champagne (WSET 2001).    The grape variety traditionally used for pét-nat production in Gaillac and Limoux is mauzac (known locally as blanquette in Limoux), which has a distinguishable “dried-apple-skin” flavor (Robinson et al. 2014).  Today, pét-nat production has exceeded the boundaries of their origins, extending through the Loire and various regions around the world.

The production method associated with of Blanquette de Limoux is often referred to as the méthode ancestrale, or as the méthode gaillacoise in Gaillac (Robinson and Harding 2006).  The methods are quite similar in execution, which consists of one primary fermentation that is started in tank and finished in the bottle.  This results in a cloudy wine, typically with varying concentrations of residual sugar, and retention of carbon dioxide.

Thinking of Giving Pét-Nat Production a Try?

While the production of pét-nats may seem appealing, one of the experts suggested trying to bottle condition a wine before attempting the full méthode ancestrale production technique as it involves a lot of winemaker attention.  This may also be a practical alternative when current production facilities are not equipped for full-range temperature control.   Bottle conditioning is typically used by homebrewers, home cider makers, and home winemakers to get carbon dioxide in bottles.  You can read some of the home production literature here if you are unfamiliar with the process:

It is recommended that you use a low alcohol (≤12% alcohol v/v), low pH (<3.50) wine if you are exploring the bottle conditioning technique.  Add enough sugar to generate 3-4 ATM of pressure, maximum, and bottle with a yeast addition based on the suggestions below.  Bottles should be suitable to retain pressure and sealed with a crown cap.

Bottle conditioning a wine should give you a clear indication regarding the finishing technique and style associated with pét-nats.  It also acts as good practice before committing to pét-nat production.

Safety First

Since pét-nats are sparkling wine products that contain a fair amount of pressure, winemakers and cellar staff should proceed with caution during production.  Use common sense: purchase appropriate bottles made to withstand pressure, double check calculations for sugar-to-pressure conversions, and use protective eye glasses.  Accidents can happen, and it is best to be prepared for any hazard associated with any stage of wine production.  Sanitation is a key point through production, and proper protective clothing should be worn at all times when using sanitizing agents of any kind.

Parameters to Look for in the Fruit

Pét-nat production may be applied to any grape variety, and offers a wide opportunity for winemakers to explore the production of new and unique wine products.  Although there are no variety limitations, production experts caution that grapes should lack vegetal flavors in the berries.

Berry sensory analysis may be useful for winemakers to evaluate grape flavor quality and to help determine picking times.  In general, ripe (non-vegetal) flavors should persist in the berry in order to encourage their development in the final wine.  However, grapes should avoid “overly ripe” flavor characteristics as this may be an indication of higher pH and lower acidity values that may cause complications through the winemaking process.

Grapes are often picked with a potential alcohol of 10 – 12% v/v, and at this concentration of natural sugar, the pH should be lower (<3.50).  The pH of the wine will offer microbial protection to the wine through the méthode ancestrale process and offer some protection to wine quality through vulnerable production steps.

Fruit should also be of sound quality (i.e., with limited disease pressure) to avoid detriment to flavor and overall quality of the wine.  Some diseases may contribute secondary byproducts which could cause fermentation complications.  Therefore, the winemaker is encouraged to use sound fruit.  Cellar hygiene, or proper sanitation techniques, will be essential for quality control purposes through production.  Extra sanitary care should be taken if the winemaker wants to remove the lees from bottles by traditional disgorging techniques (refer to a previous post on Sparkling Wine Production Techniques).  A summary of grape parameters required for pét-nat production is shown in Figure 1.

Figure 1: Grape Specifications Recommended for Pét-Nat Production

Figure 1: Grape Specifications Recommended for Pét-Nat Production

Base Wine Production

The production method associated with pét-nats (Figure 2) is alluded to rather simply in the wine literature: the primary fermentation is started in tank, arrested before primary fermentation is completed, bottled, and finished in the bottle.  The consumer can expect a slightly sweet (i.e., presence of residual sugar), cloudy, lightly bubbled wine (usually below 4 ATM pressure; Amerine et al. 1972).  Winemakers should refer to the TTB for additional tax purposes associated with sparkling wines (

Grapes are crushed/destemmed (if preferred) and pressed.  In France, press cycles and parameters are based on regulation.  Press cycles are set to extract 100 L of juice for every 150 kg of fruit.

Some attention should be given to clarification of the juice, pre-fermentation, in the production process of pét-nats.  It is recommended that juice is clarified to 30 – 80 NTUs with use of centrifugation, flotation or assistance with settling enzymes and/or fining agents.

There is some debate as to whether or not sulfur dioxide should be added to the juice during settling.  In the juice-settling phase, a sulfur addition may help clarify the juice and minimize spoilage yeast and bacteria that could harm the quality of the wine.  However, like with still wine production, sulfur dioxide additions should not be made to excess as too much could hinder primary fermentation.  (Note: For those looking to produce a “more natural” wine, or to appeal to the “no-sulfur-added” market, it would be prudent to skip sulfur dioxide additions at this step.)

Following clarification, the juice should be racked and prepared for inoculation.

Starting Fermentation

Yeast selections (Table 1) should be based on the winemaker’s preference, but there are some tips that have been provided by wine supply companies:

  • Use low-sulfur dioxide-producing yeast strains
  • Select yeasts for secondary aroma potential
  • Supply yeasts with proper hydration and fermentation nutrient additions
  • Use yeasts that grow optimally in cool temperatures, 14-16°C (~57-60°F)
  • If the winemaker is going to remove lees (e., disgorging) before selling the product, and is only going to undergo one fermentation without a second inoculation, choose a yeast strain that is recommended for Méthode Champenoise sparkling wine production
Table 1: Yeast Recommendations from Lallemand and Enartis Vinquiry for Pét-Nat Production (Note: Other suppliers may have additional yeast recommendations. Please consult your regular supplier for further suggestions.)

Table 1: Yeast Recommendations from Lallemand and Enartis Vinquiry for Pét-Nat Production (Note: Other suppliers may have additional yeast recommendations. Please consult your regular supplier for further suggestions.)

Use a hydration nutrient (e.g., GoFerm Protect Evolution, Enartis Ferm Arom Plus) properly at inoculation.  Depending on the winemaker’s preferred techniques or the perceived difficulty of alcoholic fermentation, oxygen additions can be made to activate the fermentation.  Some winemakers choose oxygen ingress through the use of micro-ox, and base dosage rates [of oxygen] on sensorial perceptions.

Use of temperature control is essential for producing pét-nats.  If you need more information and suggestions regarding how to integrate temperature control into your winery operation, please visit this report here:

Fermentation should proceed at 14-16°C (~57-60°F).  At about +/- 3% v/v from the target alcohol, winemakers should chill the wine down to 8°C (~46°F) to hinder the fermentation.  The act of cooling will also clarify the wine and minimize the transfer of lees.  Too much lees transfer will result in a “yeasty” flavored wine, which is not preferred in pét-nat wines.

Finishing the Wine

Once the wine is properly chilled, it will need to be racked to remove most of the lees.  It is not uncommon for winemakers to remove all of the lees by centrifugation or filtration, and later, restart the wine with a fresh culture and hydration nutrient.  From a French winemaking perspective, the addition of nitrogen is usually added at racking in the pump flow (1 L of nitrogen gas for each 20 L of wine).

Winemakers may opt to blend at the racking stage as well.  Blending can help elicit the production of a “house-style” pét-nat, and ensure consistency despite natural vintage year variation.

Malolactic fermentation is optional, and should be inoculated after racking, based on winemaker preference.  For those that are considering malolactic fermentation, it is important to remember that there is a significant quantity of residual sugar in the wine at this stage in the process, which can lead to a series of winemaking problems:

  • Consider the wine’s pH before undergoing malolactic fermentation. Malolactic bacteria have a higher risk of producing more acetic acid during malolactic fermentation if the wine pH is greater than 3.50.  Great attention and care must be given to a pét-nat undergoing malolactic fermentation with a higher pH to avoid extreme spoilage issues.
  • Malolactic bacteria require a warmer temperature for growth, which requires the winemaker to increase the temperature of the wine. Therefore, it is suggested that winemakers sterile filter the wine prior to inoculating for malolactic fermentation to avoid primary fermentation from re-starting and completing before the wine is bottled.
  • The remaining residual sugar puts the wine at risk for other microbial contaminants. Sanitation and monitoring of malolactic fermentation progression is of the utmost importance.

Tartaric acid stabilization, or cold stabilization, can progress at this stage after the wine is racked.  However, it is more common for winemakers to add CMC to avoid crystallization of tartaric acid as opposed to undergoing a cold stabilization process.

At this point, the wine should be prepared to complete primary fermentation.  If the wine were to go to tank and complete fermentation, then the process of completion follows a Partial Fermentation process that is used in the Asti region of Italy to produce Moscato.

To complete the méthode ancestrale technique, the base wine is bottled to complete fermentation.  A second inoculation of yeast is typically required to complete primary fermentation, but it is optional to add more yeast nutrient at inoculation.  Some wineries choose a second edition of a hydration nutrient (prepared during yeast hydration) and a smaller dose of a complex nutrient (e.g., Fermaid K, Nutriferm Advance).  Yeast addition dosage rate is recommended at about 2 million colony forming units (CFU) per mL of living yeast.  Ideally, yeast addition should be less concentrated than a “normal” inoculation to minimize biomass in the bottle and encourage a slow fermentation in the bottle.  Yeast strain should be selected according to winemaker preference (see the above list, Table 1, for suggestions from Lallemand/Scott Labs and Enartis Vinquiry).

Méthode ancestrale does not involve a sugar addition at the second inoculation.  However, a sugar addition to manipulate the final desired concentration of pressure in the bottle is an option for winemakers at the second inoculation of yeast.

Bottle selection is important, and needs to be of high enough quality to retain the internal pressure left over from fermentation.  If the expected pressure is above 4 ATM, ensure that you are using the correct bottles to retain pressure.  Yeast selection should also be altered if the final preferred pressure is greater than 4 ATMs.

Although a slight detour from the méthode ancestrale process, it is possible to remove the lees after fermentation has completed in the bottle.  If the winemaker would like to riddle and disgorge the yeast at the completion of primary fermentation in the bottle, a riddling agent (e.g., Adjuvant MC by Enartis Vinquiry) may be desired.

After the base wine is re-inoculated in the bottle, bottle fermentation should progress in a temperature controlled space, optimally set at 13-15°C (~55-59°F).  For retention of residual sugar, chill the room to 0-2°C (32-36°F) to arrest fermentation in the bottle.  [Note: When the wine is warmed up, it may continue to ferment in the bottle.]

With the minimal yeast population, minimal nutrient availability, increase pressure in the bottle, and low fermentation temperature, fermentation will progress slowly and may stop with residual sugar naturally as all of these factors put stress on the yeast.  It may take several months until an appropriate amount of pressure has built up in the bottle.

Figure 1: Flow Diagram Representing General Production of Pétillant Naturel Sparkling Wines (Méthode Ancestrale)

Figure 2: Flow Diagram Representing General Production of Pétillant Naturel Sparkling Wines (Méthode Ancestrale)


Potential Disgorgement

Some winemakers choose to sell a product that is clearer than traditional pét-nats and disgorge the yeast lees using similar techniques that were previously discussed pertaining to the traditional method, Méthode Champenoise, way of making sparkling wine.  Here, the lees are collected, riddled, and disgorged.  If the wine was fermented to dryness, a sugar addition with a dose sulfur dioxide can minimize risk for re-fermentation when the bottle is in the hands of consumers.  Furthermore, disgorgement allows a winemaker to make sensory alterations to the wine with a dosage addition.  Sensory adjustments can be made using Arabic gums, inactivated yeast/polysaccharide products, or tannins that have been added to the dosage.

Traditionally, pét-nats are sealed with a crown cap.

Final Production Thoughts

Large producers of bottle conditioned cider may opt to flash bottle pasteurize hard ciders that retain some residual sugar.  Flash bottle pasteurization will inactive the yeast and ensure an extra line of protection to ensure that fermentation does not continue to progress once the consumer has purchased the product.

However, part of the fun associated with pét-nats is not truly knowing the end residual sugar!

Note: Do NOT add potassium sorbate to the wine at any stage if you are trying to make a pét-nat.  Potassium sorbate will inhibit the yeast from fermenting through any stage of this process.

Familiarizing Yourself with Pét-Nats

Like with any wine style, it is ideal to have a sensory library of what quality pét-nats taste like using examples from the commercial market.  The practice of tasting multiple examples of a specific wine style creates a benchmark library in the mind of the winemaker, which aids in making processing decisions in relation to an end-goal for the final product.  It also helps define “quality” for that wine style.

While I have not embarked on an exploration to understand pét-nat quality, the following wines have been suggested in the above-mentioned articles or from individuals that have enjoyed pét-nats in today’s market.  I highly suggest that any winemaker aiming to produce pét-nats, obtain various examples to evaluate 1) their individual preference of the product, 2) the potential consumer preference of the product, and 3) the quality parameters that the winemaker will aim for during production of a pét-nat style wine.


Amerine, M.A., H.W. Berg, and W.V. Cruess. 1972. Technology of Wine Making, Third Edition.  The AVI Publishing Company: Westport, Connecticut.

Granes, Daniel. 2015. Personal Discussion.

Guyard, Paul. 2015. Personal Discussion.

Jones, Michael. 2015. Personal Discussion.

Robinson, J. and J. Harding. 2006. The Oxford Companion to Wine. ISBN: 978-0198609902

Robinson, J., J. Harding, and J. Vouillamoz. 2014. Wine Grapes.

Wine and Spirit Education Trust (WSET). 2011. Wine and Spirits: Understanding Style and Quality. ISBN: 978-1 905819 15 7.

From “Emerging” to “Established:” Lessons and Suggestions to Develop an Emerging Wine Region

By: Denise M. Gardner

It’s hard to believe the Willamette Valley was nothing more than a handful of individuals with a passion for planting grapes in the unknown territory of Oregon 50 years ago.  Today, the valley is a mosaic of hillside vineyards, farmland, and architecturally stunning wineries that decorate the land.  A quick visit to McMinnville puts you right into the heart of Oregon’s wine country, and around every corner is a constant reminder that Oregon produces wine.

View of Willamette Valley from Penner-Ash Vineyards

View of Willamette Valley from Penner-Ash Wine Cellars


Penner-Ash Wine Cellars

Penner-Ash Wine Cellars


View of the Willamette Valley from Bethel Heights Vineyard.

View of the Willamette Valley from Bethel Heights Vineyard.

The Willamette Valley in Oregon is a great example of an emerging wine region that managed to “turn the tides” and be considered a serious wine-growing region for North America in such a short timeframe.  Very few regions have managed such “overnight” success, although in talking with some of the founding producers, one can see that it was not an easy road.

Listed below are a series of memories, suggestions, and lessons that I recorded in talking to some of today’s premier wine producers in the Willamette Valley.  While I learned various skills utilized on the production floor, I found myself captivated by the genuine way people in the wine industry documented their growth and current success.  Such ideas are, perhaps, pivotal for emerging producers in Pennsylvania and the Mid-Atlantic regions that want to expand their reputation beyond that of the local radius and into the glasses of connoisseurs around the world.

One: Education is Key

One of the first things that several of the winemakers expressed as a necessity for emerging regions was education.  The market professionals (i.e., sommeliers, chefs, distributors), consumers, and industry members all need to be addressed and educated in some way.

Some winemakers were quick to admit that the founding fathers of Oregon’s Willamette Valley did not know what they were doing all of the time.  Many were coming from UC Davis’s viticulture and enology program, which focused on production in California.  To grow Pinot Noir and Chardonnay, new growers knew they needed a cooler climate, which is what led them to Willamette.  However, the change in climate brought its own challenges in disease pressure, figuring out which grapevine clones were best suited for Willamette’s terroir, and how to make wine that not only represented the region, but would be valued by consumers as well.

However, the one tie that kept everyone together was education.  Growers and winemakers worked together extensively with one end goal: make good wine.

Nothing captures the motivation and awareness of improvement more than the 2012 documentary, “Oregon Wine: Grapes of Place,” which you can watch free on your personal computer: Oregon Wine: Grapes of Place OPB Special

Investment in education for the industry requires:

  • Awareness of quality (what makes a good wine)
  • Adhering to quality standards in the vineyard and in the winery.  True, quality starts in the vineyard, but it ends in the winery. It is not good enough to adhere to good viticultural practices while putting the production of wine at a lower degree of importance.
  • Bring in expertise and listen to their criticisms or suggestions.  It is not easy to have someone comment on a wine that you love; I know.  But, as a winemaker, it is your responsibility to learn and adapt.  Understand the perspective of these people and work with them.  It will progress quality farther than you can do alone.
  • Value education and research; support it.  Focused research answers questions that cannot be answered in the field, alone.  Additionally, educational institutions should provide forums for conversation so that they can also learn from the industry.
Oregon State University Teaching Winery

Oregon State University Teaching Winery

The second component to this is education for the market and consumers: it is up to the wine industry to convince people they are making good wine.  The first step in this is to make good wine.  (You have to know the answer as to what makes good wine.  See above.)

It was not surprising to me that one winemaker expressed that she still needs to work hard to sell wine.  Despite the years of success that the Willamette industry has had, she indicated that it’s still a challenge to get the retail industry and consumers to adapt to new things.  I think the lesson in this is: it will never be easy.  As the winery, you will also have to work to push your product, even if the winery grows or gains worldwide attention.  Preparing for that challenge can be a huge advantage as more consumers become aware of your product.

Two: Adapt to Growing Pains

One theme that was brought up routinely through my visit to Willamette was the fact that “in the beginning” of the industry, people sought out individuals that had expertise and they took the time to learn what they did not know.  This is quite a humbling experience for individuals that may not have had the expertise in winemaking that they initially wanted.  However, overcoming this hurdle and taking suggestions from all employees really helped progress the quality of Oregon wines forward.

Many wineries also invested in gaining outside experience: getting an education at UC Davis, consulting with individuals from Burgundy, or studying in Burgundy for a base education in making Pinot Noir, for example. Through this education and experience, they made changes to grape growing and winemaking practices within the region quickly.

How can wineries in the Mid-Atlantic improve their knowledge base or production techniques?  Here’s a few suggestions:

  • Hire employees that have expertise in the job.  Do not assume you can teach anyone winemaking; it is not a recipe.  All established regions eventually get to this point, which requires alterations to how the business aspect of the industry functions.
  • Offer to help fund educational opportunities for your employees that may need to understand more about their job at hand.  There are many programs available to do this, including the online Harrisburg Area Community College Viticulture and Enology Associates Degree program and local Extension programs.
  • Encourage your production staff to participate in “harvest-hop” experiences.  (See below)
  • Organize and work together, and assume you will not always agree, but your agenda should be the same to be effective.  If you watch the documentary above, extensive collaboration amongst the wineries was key to their early success.  They swam and sank together.  This got the industry political power and allowed them to be pioneers in enhancing their wines with the support of each other.  One difference with the Oregon wine industry, however, is that they were varietally-focused on Pinot Noir, Chardonnay, and Pinot Gris from the onset of the industry’s development.  While this may not be the case for a state like Pennsylvania, it does not mean that a few varieties could not be set aside to start improving upon collaboratively, while allowing room and growth for the various other products produced at individual wineries.

Quote_Dick Erath

  • Identify your niche as an industry and go after it.  In the case of Oregon, this niche became recognition that they were not Burgundy Pinot Noir and they were not California Pinot Noir.  They were somewhere in the middle, in their own niche market, and they gained local support as well as industry recognition. After hearing the recent lecture on wine typicity and terroir at last week’s Pennsylvania Quality Assurance (PQA) workshop, I realized that Willamette is still working to define Willamette Pinot Noir typicity.  The fun thing about being in their current position is that in tasting a lot of wines, one can actually see a typicity emerge.
  • Do not underestimate the ability to be creative.  Pennsylvania routinely debates whether the industry can be taken seriously given the high production of sweet native varieties or various formula wines.  However, I will note that even within an established, serious wine industry, one could find hints of creativity that had mass appeal.  One of my favorite examples of this was Cugini Sparkling Grape Juice from Ponzi Vineyards.  When made well, these products or other wine styles can help gain market share.  However, quality is important in these products, too.  They cannot be an outlet for flawed product with a hope of gaining reputation.
Cugini Sparkling Grape Juice by Ponzi Vineyards

Cugini Sparkling Grape Juice by Ponzi Vineyards

  • Scaling Up Requires Adaptation.  One challenge that is noticeable in any food production facility is the natural growing pains that come with increasing production volume: the product does not taste the same, parameters cannot be monitored the same was as they had in the past, techniques need to be altered, more staff is required for maintenance, etc.  The greatest lesson I learned in Oregon is to prepare for these changes.  Search out industry expertise that can help you avoid mistakes.
The addition to A to Z Vineyards production facilities.

The addition to A to Z Vineyards production facilities.

While not a growing pain, per se, but something I noticed: many of the productions stayed relatively small over time.  Most fermentations were taking place in 2 – 3 ton fermenters, and there was a general preference to keep processing operations on the smaller side.

2 - 3 ton fermentors were preferred by most wineries visited in Willamette Valley

2 – 3 ton fermentors were preferred by most wineries visited in Willamette Valley

This allowed greater control over individual lots and flexibility in blending.  Most productions maintained a portfolio of under 20 wines, but may have had hundreds of separate lots or barrels that were blended together to create a specific wine.

What was interesting to me was to taste the various vineyard-designated Pinot Noirs and find very dramatic differences (and preferences) for the wines.  Blending is a valuable tool to winery, and having the knowledge of how to utilize this technique can be quite advantageous to an emerging region, especially one with a varying annual climate.

Three: Gain Experience

This is a big one, and it can seem daunting.  However, all wine regions stem from humble beginnings.  It is possible to gain experiences that help shape the quality of winemaking over time.

Humble beginnings on display at Ponzi Vineyards' tasting room

Humble beginnings on display at Ponzi Vineyards’ tasting room

Harvest Hops: Harvest hopping involves jumping between the north and south hemispheres to participate in harvests (the southern hemisphere harvest in our winter months).  Many people on the west coast utilize a few years of harvest hopping to gain experience and knowledge about various winemaking practices.  This not only improves an individual’s education, but also provides confidence in the cellar.  Not to mention that the enhanced awareness of wine quality from a different region improves the winemaker’s sensory perceptions.

Educate Children That May Take Over the Family Business: If your children have an interest in production, make them get an education in the area before signing them onto the family business.  Most of the successful wineries require future generations to get some sort of education before joining the family business, and in the case of production, many require their kids to go oversees to get other production experiences that can help grow and change the family winery.  This not only helps progress the business, but facilitates long-term planning.

Attend Educational Events: One large difference that I saw in Oregon compared to other wine regions is the value they place in educating themselves routinely.  People make a large effort to attend research-based and trouble-shooting meetings on an annual basis.  They recognize the value in education and that there is always something new to learn.

If you would like to be better aware of educational and research opportunities in Pennsylvania:

Train Your Palate: This is a key skill that is required to make high quality wines.  It’s also a great skill to learn to enhance selling strategies to consumers.  Knowing wines pertaining to various regions and producers expands your palate memory.  From a winemaking perspective, it can help alter processing decisions to tailor the style of your wine.  From a retail perspective, it can help more formally communicate with consumers and make more wine suggestions (from your winery) that is tailored to their preferences.

All of the cool V&E Research Covered at the 2015 PA Wine Marketing & Research Board Symposium

April 22, 2015 marked the 4th annual PA Wine Marketing and Research Board (PA WMRB) Symposium, held at the Nittany Lion Inn in State College, PA. It was a very successful program, hosting over 86 industry members concurrently with the PWA’s Annual Conference, which was held on both April 21st and 22nd. To read more about the PA WMRB, please visit their website here.

In addition to their other tasks, the PA WMRB financially supports a series of research projects, in which topics vary from a multi-state variety trial to frost protection in the vineyard and into experimentation with sulfur-containing aromatic control in wines. All research topics have been identified as prevalent interests to, or “problem areas” for, Pennsylvania industry members, and results have applicability to all producers.

In an effort to expand awareness of the various research programs taking place at Penn State, the following researchers have summarized their talks from the 2015 Symposium. Most of this research is in their beginning stages, and will continue into the current vintage.

All researchers would like to thank the Pennsylvania grape and wine industry and PA WMRB for their continued support.


Clonal Selection and New Interesting Varieties for Pennsylvania

By: Diego Barison, NovaVine, Inc.

  • Two Italian white varieties that show potential for Pennsylvania’s growing region include Tocai Friulano and Moscato Giallo. Tocai Friulana is an early ripening variety, has potential for barrel aging from a winemaking perspective. Moscato Giallo tends to have a subdued aromatic profile compared to other Muscat varieties, but on years that Botrytis pressure is high, it will retain a higher crop yield. Moscato Giallo can be used to make still and sparkling wines.
  • Two Italian red varieties that show potential for Pennsylvania’s growing region are Lagrein and Toraldego. Both varieties are common in northern Italy. Lagrein has a good tannin structure and good acidity, which is preferred for red wine aging. Toraldego has been planted at a few vineyards throughout the Mid-Atlantic region.
  • For more information on grape varieties and clonal selection, you can visit NovaVine’s website.
  • Additionally, Vitibook, co-authored by Diego, is a valuable resource for vineyard owners throughout the U.S.


Cold Temperature Stress in Grapevine: Impact of Management Practices and Varietal Selection

By: Maria Smith

  • Cold stress is one of the biggest limiting factors to high quality wine grape production in Pennsylvania.
  • Two types of relevant cold stress in PA include
  1. Dormant-season cold injury
  2. Late spring frost injury
  • Current experiments that I am involved with to evaluate management practices and varietal selection on impacts of cold stress:
  1. Crop load regulation using early leaf removal and cluster thinning, evaluating 2 over-cropping varieties: Chancellor (hybrid) in 2014 and 2015, and Gruner Veltliner (vinifera) in 2015 and 2016.
  2. Variety evaluation in 2015 for tolerance and recovery from late spring frost event. Which includes 4 potted varieties: Marquette (hybrid), Le Crescent (hybrid), Riesling (vinifera) and Lemberger (vinifera). These varieties will be exposed to an artificial frost ‘event’ at 26.5-28°  The physiological response and recovery of vines will be monitored.


The Role of Copper in the Evolution of Sulfur Compounds in Wine

By: Gal Kreitman

  • In order to mitigate wine oxidation, reductive winemaking is becoming more commonplace.
  • Reductive winemaking preserves important varietal thiols which provide aroma characteristics of passionfruit, grapefruit, citrus zest, blackcurrant. Reductive winemaking also preserves reduced sulfidic odors such as hydrogen sulfide and methanethiol.
  • Winemakers commonly add copper to wine to remove the reduced odors which very quickly removes hydrogen sulfide and methanethiol.
  • Copper does have downsides as it doesn’t remove disulfides and thioacetates which can significantly contribute to reduced odors in wine.
  • Copper can also remove some of the beneficial varietal thiols.
  • Residual copper in wine post-bottling can actually lead to higher formation of reduced odors in wine and other redox mediated reactions.
  • My research goals are to elucidate the mechanism for copper-mediated thiol redox reactions, and provide winemakers with tools to have a better control over sulfur-containing aroma compounds.


Assessing Spotted Wing Drosophila Injury Potential on Grape Production

By: Jody Timer and Michael Saunders

Spotted wing drosophila (SWD), Drosophila suzukii, is an invasive vinegar fly that was introduced into the United States in 2008. It was introduced into Pennsylvania in 2010. S. suzukii is a highly polyphagous pest, whose serrated ovipositor allows it to lay its eggs on undamaged ripening fruit. Adult females can lay 100 to 600 eggs in fruit, as the fruit starts to color and sugar levels begin to rise. SWDs’ lifecycle consists of adults, eggs, larva (3 instars) and pupa overwintering as adults. They differ from other fruit flies because of the serrated ovipositor which allows them to infest intact fruit by laying eggs inside of the undamaged fruit. Damage is often not discovered until the fruit goes to market. SWD is considered a major problem in grape vineyards and damage to wine grape crops has been reported in many states.

Red traps containing yellow sticky cards, baited with apple cider vinegar and the new dual Trece lure have shown to be the most effective and easiest way to trap SWD. Trapping is the most efficient way to determine if SWD is in a vineyard, and also to determine when it is time to check the grapes for infestation. Trapping in Erie County has shown that the SWD are appearing earlier each year, and the numbers of insects captured in the traps is increasing with each subsequent year. The best way to check for infestation in the vineyard is to add crushed grape berries to salt solution: 1 cup water to ¼ cup salt and the larva will float to the top. Larva found in recently ripened fruit is most likely SWD. SWD was discovered from emergence studies on Concord, Chambourcin, Niagara, and Vidal. No-choice, 2-choice-and 4-choice studies were conducted on these four grape varieties. All varieties in the no-choice trials were infested with SWD. They showed a slight preference for Niagara grapes in the 2 and 4 choice testing. Research was done bagging clusters with net bags containing SWD. All clusters became infected with SWD after being bagged. Pesticides in three activity groups have shown efficacy against SWD. It is not recommended to spray unless you have a known infestation in your vineyard.



Updates on Grape Disease Management Research

By: Bryan Hed

Early leaf removal and Botector for bunch rot control:

  • Bunch rot control = fruit wound control. Many factors cause wounds to fruit: birds, insects, powdery mildew, cluster compactness. We typically make great efforts to minimize the effects of all of these factors, with the exception of compactness.
  • Compactness creates wounds that cause direct fruit rot. Compactness also activates latent Botrytis infections, increases the effect of retained bloom trash in clusters on bunch rot development, and reduces pesticide penetration into clusters.
  • We have investigated many methods of reducing cluster compactness over the years, and early leaf removal has been the most consistently effective method. Mechanization of this method will improve its cost effectiveness and increase adoption.
  • Botector, a biological pesticide was compared to synthetic fungicides and early leaf removal for control of bunch rot disease on Chardonnay and Vignoles grapevines.
  • Botector was not effective in either trial, but fungicides and early leaf removal were equally effective at reducing bunch rot disease, when compared to the control. An integrated treatment of both fungicides and early leaf removal was the most effective treatment.

The effects of rainfall on fungicide (Mancozeb) residue retention.

  • Mancozeb is one of the most widely applied fungicides for grape disease control. We monitored the effects of rainfall on mancozeb residues on grapevine leaves.
  • Over two seasons, high pressure liquid chromatography (HPLC) and inductively coupled plasma mass spectrometry (ICP) were used to quantify mancozeb residues on grape leaves. Both methods were equally effective in year one, but ICP appeared to be more effective and consistent in year 2. As ICP is less expensive and samples are easier to store, its use for quantifying mancozeb residues may improve the accuracy and reduce the cost of this research.
  • In the field, the first inch of rain removes about 60-70% of mancozeb residue, the second inch 70-80%, and the third inch 80-90% of the mancozeb residue.
  • Future research will focus on bioassays to determine the efficacy of varying concentrations of rain challenged mancozeb residues for disease control and the need for subsequent fungicide applications.


Wine Marketing Strategies for the Mid-Atlantic Region

By: Abigail Miller

  • Social media is a conversational marketplace; not just two-way, it’s multi-way.
  • Two-thirds of core wine drinkers (those who drink wine about once a week) and 40% of marginal wine drinkers (those who drink wine less frequently) use the Internet in some form to get information about wine (Guenther, 2013).
  • At least 30% of survey participants felt that a Facebook Page was mandatory for a winery. Fifty-four percent of 21- to 24-year-olds, specifically, responded in this manner.
  • Though percentages for Instagram were lower, 18.3% of those 21- to 24-year-olds responded that this tool is mandatory.
  • Younger Millennials are the primary users of Instagram and winery tasting rooms should consider posting on this network to reach these consumers.
  • Websites for promoting products and promoting purchases should be also be a part of a winery tasting room’s repertoire.
  • Content for all outlets could focus on serving and pairing suggestions, coupons, promotions, and discounts, as well as other components that appealed to survey participants.

To read more about Abby’s study on social media preferences for wineries, please visit:


Evaluation of Cost Effective Practices for Reducing the Risk of Spring Frost Injury in Vineyards

By: Michela Centinari

Michela presented the main findings from of a project started in 2014 to evaluate the potential of low-cost strategies to reduce the risk of spring frost injury in grapevines. Specifically two spray-on materials currently used by grape growers across the country were tested for their ability to delay budbreak (Amigo oil, soybean- based oil) and provide frost protection to young grapevine shoots after budbreak (KDL, potassium dextrose lactose; Agro-K corporation). Briefly, Amigo oil caused higher levels of delay in bud-break in V.vinifera varieties (Riesling and Lemberger) than in the hybrids varieties (Noiret and Traminette) (Figure 1). Current research efforts are investigating if the different response observed among varieties may be related to the time of oil application. In the vinifera varieties the delay in budbreak was followed by a significant reduction in yield (about 40%), with no effect on fruit composition and wine chemical parameters. Since no frost occurred in Pennsylvania in 2014 the effect of KDL was tested on 1-bud cuttings using a temperature controlled chamber. Preliminary results were shown together with current research efforts which include: testing the effect of KDL on potted vines using a controlled temperature chamber, and at multiple vineyard sites in case a frost event will occur in the next few weeks.

Figure 1. Control and oil-treated Riesling vines (May 20, 2014).

Figure 1. Control and oil-treated Riesling vines (May 20, 2014).


The Effect of Acetaldehyde on Red Wine Color Stability and Astringency

By: Marlena Sheridan

  • Wine oxidation can be risky for wines due to side effects of oxygen exposure, but there are important benefits of oxidation for red wines.
  • Acetaldehyde, typically formed from oxygen integration, leads to beneficial effects on red wine color and mouthfeel by binding with tannins and anthocyanins.
  • Reactions with acetaldehyde form stable, polymeric pigments as well as modified tannins with lower perceived astringency.
  • Winemakers use oxygenation techniques (e.g., micro-ox, barrel aging) to form acetaldehyde in the wine, but this includes the risk of detrimental effects of oxidation instead of acetaldehyde formation.
  • Our work aims to evaluate the efficacy of exogenous acetaldehyde treatment of red wine on improving color stability and astringency. This work will be done in real and model wine systems to fully understand the effects of acetaldehyde on wine tannins.
  • Further detail and a description of completed work can be found in my blog post from April 24.


The 2014 NE-1020 Variety Trial Harvest: A Comparison of North East and Biglerville, PA

By: Michela Centinari & Denise M. Gardner

Michela Centinari gave an update on the 2014 viticulture performance for the V. vinifera and inter-specific hybrids winegrape varieties established at the two variety evaluation plantings located at the Lake Erie Regional Grape Research and Extension Center (LERGREC), North West side of PA, and at the Fruit Research and Extension Center (FREC) in the southern side of PA (Table 1). The two plantings were established in 2008 as part of the NE-1020 project, a multi-state project that was developed to 1) evaluate the viticultural characteristics and wine quality potential of grape cultivars and clones of economic significance throughout the eastern US; and to 2) characterize the viticultural and wine quality potential of emerging cultivars based on regional needs.

The presentation mostly focused on winter cold temperature injury sustained by the grapevines at the two sites and on the different ability of the varieties to adapt and recover to extreme cold conditions experienced in PA in the winter of 2013-2014.

At the Lake Erie (LERGREC) planting all the vinifera varieties experienced extensive winter injury. Bud, trunk injury and crown gall symptoms were observed in all the vinifera varieties. High incidence of vine mortality was recorded in Syrah, and Muscat Ottonel. Among the vinifera varieties Cabernet franc and Grüner Veltilner vines recovered the best; healthy suckers grew from above the graft union. Lower levels of winter injury were recorded in the Southern part of PA. The most significant winter injury was observed in Tannat (almost 100% bud mortality and vascular tissue damage at cane and trunk levels). The damage on the other varieties was mostly limited to primary buds, although some vines (mostly Syrah, Malbec) sustained vascular tissue damage and collapsed throughout the summer. As a consequence of primary bud damage varieties such as Malbec, Albarino and Cabernet Sauvignon produced very low crop yield.

Table 1. List of varieties and clone designation, when known, planted at the Lake Erie Regional Grape Research and Extension Center (LERGREC), North West side of PA, and at the Fruit Research and Extension Center (FREC) in the southern side of PA.

Table 1. List of varieties and clone designation, when known, planted at the Lake Erie Regional Grape Research and Extension Center (LERGREC), North West side of PA, and at the Fruit Research and Extension Center (FREC) in the southern side of PA.

  • In 2014, 6 varieties were fermented for winemaking trials, and discussed at the recent Symposium: Vidal Blanc (North East), Chambourcin (North East), Cabernet Sauvignon (Biglerville), Merlot (Biglerville), Albarino (Biglerville), and Cabernet Franc (Biglerville).
  • The primary trend noted with Albarino is the continued low yield, which has been annually estimated at under 2.0 tons/acre since 2011. In 2014, the estimated yield for Albarino was 0.57 tons/acre.
  • The Vidal Blanc underwent a pre-fermentation juice trial based on Jose Santos’s presentation in August 2014, which can be found here. Vidal Blanc was separated into three treatment groups: Control (Brown Juice), SO2 addition, and AST addition. Attendees at the PA WMRB Symposium had the opportunity to taste wines produced from these treatments.


Pre-Fermentation Juice Treatments in Vidal Blanc. All treatments treated with pectinase and 24-hour settling time in cold storage. Image shown after racking.

Pre-Fermentation Juice Treatments in Vidal Blanc. All treatments treated with pectinase and 24-hour settling time in cold storage. Image shown after racking.

Chambourcin Wines in 2013 Vintage Year Showing Red Color Intensity Differences Between 2 Vineyard Sites in PA.

Chambourcin Wines in 2013 Vintage Year Showing Red Color Intensity Differences Between 2 Vineyard Sites in PA.

In addition to the support of the PA Wine Marketing and Research Board, this material is based upon funding provided by the National Institute of Food and Agriculture, U.S. Department of Agriculture, under agreement No. 2010-51181-21599.

Investigating the Inadvertent Transfer of Vitis labrusca Associated Aromas to Vitis vinifera Wines

By: Jared Smith

Polymers, such as plastics used during winemaking, can scalp (uptake) aroma compounds from juice and wine.

Aroma scalping can lead to not only the loss of desirable aromas, but also the presence of unexpected aromas in wines due to desorption of the aromas from the polymers during subsequent processing. This could especially be an issue when equipment is shared for the processing of two completely different species of grapes (ex. V. vinifera vs. V. labrusca) that have vastly different aromatic profiles.

One potential way to help remove scalped aromas from your polymeric winemaking materials is through the use of ethanolic (80%) cleaning solutions at higher temperatures (75°C) for an extended period of time.