The Simple Solution to Millennials Drinking More Wine

There has been so much published in the media about this issue in the last year, since the last two Silicon Valley Bank reports on the status of the industry. The report is at this link: https://www.svb.com/trends-insights/reports/wine-report. Here is a typical example of media reaction at this link: https://www.nytimes.com/2022/02/07/dining/drinks/wine-millennials.html. There is such a simple answer, but I never see it being discussed in the industry. Yes, it includes advertising, but not in the way you might think.

Cultural Component of Wine Consumption

In many European countries, wine is thought of as a companion to food, not typically to be drunk as a cocktail on its own. This common viewpoint in many countries places wine on the dinner table to act as a flavor enhancer, much the same way as seasonings, or sauces would be viewed. It is a cultural concept. I did not grow up thinking of wine this way. It was a learned behavior for me, after I was introduced to fine wines and cuisine TOGETHER. The question is: how could you change cultural norms to include this thinking? NOT, how does the industry convince Millennials to drink more wine…

The Answer Is a Focus on Food

This does not seem intuitive, unless you dive into the European fine dining concept a little more deeply. Many countries take pride in and raise their children to think of natural local foods and the local culinary tradition as a part of their identity. I am not suggesting this should be the goal here, but it does give you an insight into how this wine pairing tradition could begin in the U.S. Investing money in a media campaign would be critical, but not to simply advertise wine, strangely… the media content would need to be focused on how the wine enhances the FOOD experience. Currently in the U.S., younger generations view wine more as a “cocktail” to be drunk on its own. With this viewpoint, wine is a poor value compared to Beer, Cider, Hard Seltzers and Spirits/Cocktails. A perception that could have a huge affect on future demand and ultimately wine production. It is all a matter of changing perceptions…

Famous Chefs as Spokespersons for Wine?

I am not an advertising exec, but it seems fairly clear. Think of it this way: a professional chef would never be trained without a wine pairing education. The wine industry must begin creating marketing content around cuisine, with the appropriate accompanying wine. Pay famous Chefs from the Food Channel to be out front, not winemakers. Have them talk about their favorite wine-food pairings and why. I am sure other creatives would have even more engaging ideas for marketing using this theme.

Could Culinary be the Savior of the Wine Industry?

I am no genius. Who knows? It might work. I would think the industry would not find it too difficult to fund a marketing board that could tackle such a large ad campaign… IF it was viewed as important enough to influence wine consumption trends in the U.S. I am curious, can anyone else out there see the merit in this idea?

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Wine Tasting AI Software: Possible to Predict Which Wines You Will Prefer?

This pic and the reason for this piece came from a recent article posted at a wine media outlet called the Wine Industry Network here is the link: Predicting Palates: Can Artificial Intelligence Improve Wine Buying? – Wine Industry Advisor. I typically enjoy this website. The author piqued my interest and I decided to dive deeper. I felt the article needed more perspective. This topic really requires an effort to validate the solution, to have relevance.

Past and Future Attempts at Wine AI

This particular software branded as “Tasty” by name is similar in concept to others like “Quini” (if not in process), all have one very major flaw… Very few consumers have the trained palate and sensory awareness required to describe what they are tasting and how they perceive the wine components. I have been approached by software developers before and none had an appreciation for a trained palate and what it brings. These techno driven business models providing wine related services are all smoke and mirrors. Sounds great, until you dive a little deeper and find the missing piece. The idea that a straight chemical analysis, or even an analyzed database of wine tasting notes could provide any real insight into how wine is perceived by the human palate is misguided. Software can certainly accumulate, organize and label wine data, but how does that data have any relevance – unless it is filtered through human perception?

What Is Missing?

I have put some thought into this before and shared those ideas with other software developers in the past. The baseline in the software database must be established with trained professionals first – and not with WSET 4, MW, or CSW certified pros. The calibration has to be with Master Somms (MS) who evaluate consumer palates in restaurants on a daily basis. Once the underlying premise is established and the work is done to connect the human palate (sensory experience) to the chemical evaluation, the concept still requires a short consumer educational program to provide a shared vocabulary. That vocabulary is the vehicle for the shared human wine experience. Which words are chosen to describe each individual sensory experience? Is there a common understanding of what flavors/components they represent? I have yet to be introduced to software that attempts to address these concerns. Without that effort, the whole endeavor is a major waste of time and money.

Am I Biased?

I don’t think so. Regardless of my Somm training, I make my primary living in the technology and automation field. Perhaps that background gives me a little authority here. I most definitely believe the goal of these “AI” software products is achievable, it just requires more trade awareness to succeed.

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Can Companies Succeed with Activity & Task Based Business Processes?

I have seen businesses transition from results-based to task-based company structure and culture. I believe this is a growing trend and I am guessing, many of you are either dealing with this change, or will see it in the near future. If you are a senior manager considering transitioning your company based on this business theory, I respectfully ask you to consider this story and the theoretical example it sets.

COMMON CHALLENGES AND “THE PROMISE”

Worsening labor environment and the challenges associated:

  • Insufficient qualified labor
  • Popularity of job-hopping and the acceptance of 2-3 year job tenure as normal – making it difficult for companies to invest in training
  • Modern generations unwilling to invest time in career growth and a “work-their-way-up-the-ladder” philosophy – acquiring incremental knowledge, skills and experience along the way
  • Loss of respect for “knowledge as power” (driving successful outcomes)
  • Trend to automate business processes to achieve efficiency gains
  • The “everyone is a winner” popular culture
  • The common belief that younger generations will only accept consensus-based management as a work culture

Any manager at any level in any business will recognize these issues. Senior and executive managers from large to medium sized companies around the country are struggling to find the answers. This situation has become so challenging in recent years that there has been near desperation to find any modern business theory that can successfully address the issues. Thus “The Promise”…

If a business is willing to separate itself from a focus on RESULTS, managers can supervise successful task completion instead and achieve the same, or better outcomes.

What Does Task Oriented Management Structure Look Like?

This business theory virtually requires specialty software to achieve its goals and has created demand for a completely new category of integrated business OPERATIONS software (activity, task, inventory, sales order, payables/receivables and finance package) that is unique to each industry/trade. Once the transition is started, the concept begins to feed on itself, drawing from the common belief that software automation alone can deliver improved efficiencies. “Six Sigma” certification becomes a must-have for senior operations managers (perverting the original idea). The training is needed to create extremely detailed industry/trade specific process maps. These process maps are incorporated into new software solutions that become the basis of a frontline daily task/activity structure and management process. The next obvious conclusion is: if the software monitors activities and task completion, why would you need as many supervisors?

I will not go into the details of a world with a long list of supervised To-Do items for every employee, but I will provide a glimpse into what comes with this task-oriented focus. As you might guess, this structure affects company culture, employee attitudes, business administration and goal-setting in unexpected ways.

Does the Medicine Cure the Disease, or Just Mask the Symptoms?

If employees and companies are no longer willing/able to spend 3-5 years to train an employee, doesn’t it make sense to implement a system where the only knowledge needed is to complete a few highly detailed repetitive tasks? With this change, you now have employees whose only performance metric is task completion. What happens when no one understands how their assigned tasks affect the success of the company? If this is the result, the company Mission Statement becomes meaningless. What happens to quality control (original idea behind “Six Sigma”)? The new software is not managing the quality of the work, only completion of task – and all those frontline supervisors were just let go. This is when the company begins to realize they need more problem resolution staff to make decisions regarding loss tolerance and then of course early risk management assessment becomes much more real and requires staffing too.

Process Improvement

As this theory is implemented, business process becomes the software and vice-versa. The resulting task automated culture drives employees to focus internally. As completion of tasks is how employees are now measured, it becomes more important than commitments to clients, customer satisfaction… essentially everything else. There is no room for customization to individual customer requests, or even incorporating frontline internal ideas for improvement.

Employee Development

Even if employees are encouraged to move between roles and learn different tasks, the old expectation that experienced personnel will deliver improved business performance is lost. Think of what happens to the perception of trade and industry knowledge. It becomes viewed as a liability and an impediment to the process-based task structure. As success by remaining on-mission is no longer the focus, only senior management is left to incorporate broader business concepts. It becomes difficult for middle management and frontline personnel to translate task activities into achieving important outcomes, such as profitability, cost control and customer retention.

A focus away from results literally institutionalizes the acknowledgement that companies cannot find enough talented and/or career oriented individuals to deliver on established goals. This idea becomes a part of the company culture. Any effort by middle management to develop top-performing talent is not needed to train for task completion and is therefore a waste of time. This thinking fits well with our current popular culture famous for teaching our kids everyone gets a trophy for participating. This celebration of mediocrity has infiltrated business theory in the last decade and task-based business theory is strangely a perfect fit.

Coaching is Confrontation?

Social skills have been diminishing in the workforce and with it the ability to manage conflict constructively. Without the skills to communicate through it, conflict is now to be avoided. At one time, conflict was defined by interactions with an angry client, or upset supervisor. Generational changes have HR managers beginning to view decision-making and coaching as conflict, i.e. a supervisor explaining a resolution to a problem is now a co-worker imposing their will. I have worked for companies where HR has required consensus-based management style (explained as facilitating employee retention), sometimes requiring lengthy discussions and days to get anything done. Task based structure can help to mitigate these issues. In this environment, coaching is limited to proper completion of process and decision-making is more about capacity and deadlines. As task orientation now aligns with the latest hot HR issues, we find another reason to find it appealing.

CONCLUSIONS

I am sure it is clear on which side of this question I fall. Just because this business philosophy has numerous challenges, doesn’t mean a consultant, or management team might not be able to overcome them. One thing I do know, once employees are trained to believe that results are less important than task completion, any idea of quality control goes out the window. I do miss the days of the great business influencers of the 80s/90s Peter Drucker and Tom Peters. These consultants espoused philosophies that at their core were about results: (paraphrasing here) “business activities are useless if they can’t be measured” and “employees with entrepreneurial spirit are most likely to influence customer retention”. Business ideas lost in time…

There are respected business consultants who have a similar view: https://equalparts.co/blog/the-difference-between-a-task-based-and-results-based-company/ . This doesn’t mean they agree, or disagree with my analysis here, but it does provide another viewpoint that may be instructive.

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Italian Educational Wine Tasting

Exploration of Premium Sangiovese Wines, Outside of Montalcino

New Communes (sub-regions) Established by Statute in Italy

The trend in Italy the last two years has been to establish new wine sub-regions in existing wine areas. Historic Sangiovese wine growing regions are being significantly impacted. I have not explored Sangiovese in this kind of depth before, outside of Montalcino (Brunello, Sangiovese clone). Certainly, nothing like the effort I have put into Cabernet Sauvignon, and Syrah. These recent changes in Italian wine laws had me wondering: could there be enough unique wine character from Sangiovese to justify this many new sub-regions in Central Italy?

**I had a reader ask me to explain what these new changes were about, so I have added a link to this article from JancisRobinson.com with more detail: https://www.jancisrobinson.com/articles/chianti-classico-caves-subzones.**

Can Italian Terroir Produce Sangiovese Wines Different Enough to Justify The Changes?

I decided to investigate this idea with a group of wine collector friends I meet with regularly. In the beginning of the year, I began looking through all the U.S. wine auctions trying to find 10 year old Sangiovese wines from various Italian regions outside of Montalcino (Brunello). To give this a fair evaluation, 10 years of bottle age seemed as if it might be close to the optimum drinking window for these wines. I wanted to taste the best potential versions of these wines for the comparison. While doing the research, I found a couple of U.S. made Sangiovese wines from respected producers and thought it would be fun to add these to the comparison. The tasting was held in my home just this last weekend and produced interesting results. There were a few disagreements across the group, but generally our impressions were similar enough. Here are my notes and scoring in the order of my best score first. I did not take detailed tasting notes, but did record my overall impressions.

Nobile di Montepulciano – Montepulciano Region, Italy

#1) 2012 Avignonesi Grandi Annate – 94/100 pts

This region is just east of Montalcino. Don’t get it confused with Montepulciano d’Abruzzo. That is a completely different region and grape variety. Through history, this area has been well-known for the quality of its wine production, often just called “Nobile”. Thomas Jefferson mentioned this area as his favorite wine region.

Wine Notes

This was very near a great wine, quality on the order of the bordeaux style wines produced nearby in Bolgheri. It was nicely balanced, with fruit, acidity and tannin in roughly equal measure. Just enough fruit to enjoy on its own and just enough acid/tannin to work paired with foods. It was not big and structured like many of the Chianti area wines I have tasted. It had a lighter feel with a perceived finesse. The flavor profile was typical Sangiovese red cherry, but only slightly tart. This was an impressive effort for a 100% Sangiovese. This wine could make you believe Sangiovese deserves a place as one of the world’s great varietals.

Radda – Chianti Classico Region, Italy

#2) 2011 San Giusto a Rentennano Percarlo – 93/100

This is one of the better-known Sangiovese labels, from one of the most respected Chianti Classico wineries. 100% Sangiovese from the selected best fruit of the Tuscany region. This is not your typical Chianti Classico wine. 30+ day maceration, 30+ day ferment in concrete tanks, 20+ months in French oak barrels and 18+ months in bottle in the producer’s cellar. 3.5+ years before release… That attention to detail built an excellent wine, if not a wine that could carry the DOCG label. This wine is a definite example of why Italian IGT does NOT mean an inferior wine. Not sure the value was as special, but the wine was excellent and another great example of what Sangiovese wine can be in the right hands.

Wine Notes

This was a very similar wine to #1 above, but not quite as refined. The finesse was evident here too, but not quite the same mouth-feel and therefore one point less.

Montecucco – Maremma Region, Italy

#3) 2010 Amantis Birbanera Montecucco Rosso Riserva – 93/100

This was the surprise of the evening for me. Over 60% Sangio, 20% Merlot and a few percent of these: Canaiolo, Colorino, Petit Verdot. This area is viewed as “up and coming” and is just Southwest of Montalcino. Maremma is the younger brother of the Bolgheri region and the area has been making great value IGT bordeaux style blends for some time now.

Wine Notes

This was nothing like the first two wines, complex and layered with high acidity. Fruit-forward but not extracted, this hit the sweet spot for an Old World wine that could appeal to a New World palate. Of course, they had the luxury of blending varieties here and that can make a difference with the right winemaker. With reasonable value, I will be keeping an eye out for this producer in the future.

Napa Region, USA

#4) 2011 Biale Sangiovese Nonna Vineyard – 91/100

The two most well-known Sangiovese wines in Napa are this and the Del Dotto bottlings. The winery was kind enough to sell us a bottle from their library specifically for this tasting! This winery operated through prohibition and this particular wine has a family history, the vineyard was planted by the current owner’s grandmother.

Wine Notes

This was the softest of the wines tasted. The mouth-feel was excellent and was definitely still fruit-forward after 11 years in the bottle. It was light on acidity at medium-minus and had medium tannin. This was an enjoyable wine. It had just enough Old World character to identify as such. This is another of those wines that may have been better a few years ago. Not past its drinking window, but perhaps nearing it.

Montefalco – Umbria Region, Italy

#5) 2012 Adanti Montefalco Rosso Riserva – 91/100

This area is in Umbria and while the area is known for its Sagrantino DOC, it has its own denomination for its Rosso DOC that must be no more than 25% Sagrantino and no less than 60% Sangiovese. This bottling also had 20% Merlot. This was a powerhouse wine, even after 10 years in the bottle. The Sangiovese dominates, but the Sagrantino pulled it towards a Southern Rhone type feel. I really enjoy Sagrantino wines and if you haven’t tried one, you should track down a good example to enjoy for yourself.

Wine Notes

This was a bold, fruity wine, with medium plus acidity and tannin. Old World wine drinkers may find this a bit too extracted for their palate, but this was balanced enough not to feel hit over the head with too much oak, or too much fruit like many modern day Napa Cab Sauv’s.

Colli Fiorentini – Chianti Region, Italy

#6) 2013 Torre a Cona Badia a Corte Riserva – 89/100

This is a highly regarded sub-region of Chianti that now has its own denomination. This bottling is typically 100% Sangiovese. The area is North of Chianti Classico and attempts to focus on lighter, aromatic versions of Sangiovese.

Wine Notes

This is another wine that may have been better had we opened it a few years ago. Lighter styles of wine can sometimes be limited in their capacity for bottle aging. This wine was a reasonable representative of a typical Chianti, but was too disjointed. It showed too much tannin and acid for its age and the fruit and mouth-feel weren’t there to round out the package. Would have been great with a tomato based pasta dish, but was lacking on its own.

Walla Walla Region, USA

#7) 2011 Leonetti Sangiovese – 89/100

This is a well-known premium bordeaux style producer in Washington state. Their Sangiovese label is grown and produced every year in Walla Walla and this was the most expensive bottle of wine in the group. The wine is 87% Sangiovese and 13% Syrah.

Wine Notes

This reminded me of a better than average typical Italian Chianti. Very “one-note”, but definitely varietally-correct. Not as soft as the other U.S. wine we tasted. Would have been a good food wine, but certainly nothing special to mention.

Greve – Chianti Classico Region, Italy

#8) 2010 Podere Poggio Scalette Il Carbonaione – 88/100
This winery is well-respected for its Tuscany styled IGT blended wines. This bottling was 100% Sangiovese from several vineyards located in Greve. Not sure why this needed an IGT designation, instead of DOCG. This area now has their own regional denomination.

Wine Notes

This was an uninspiring average Italian Chianti. With age, it had lost its fruit and was thin with nothing to balance out the acid and tannin. Not undrinkable, but given the choice, would prefer a different wine.

Observations & Conclusions

The differences between these wines had more to do with winemaking style and blending varieties, than the Sangiovese fruit itself. Although, there was enough diversity to claim we experienced various different styles of Sangiovese dominated wines. There is more to “terroir” than just soil and climate. If other contributing factors define these regions as unique, so be it. There is a clear marketing advantage to differentiating these wine “communes” and promoting a specific regional style. It will remain to be seen whether all these new sub-regions will be justified in the long-run, or the average wine enthusiast will just find it too confusing to care. I have mentioned DOC, DOCG and IGT classifications several times in this article. If you would like a quick explanation, here is a link: Wine-Searcher – Wine Labels Italy

Here are a few conclusions I drew from the tasting:

  • Sangiovese fruit alone may not show enough diversity at the premium level to support this many different style designations. Although, the Brunello clone grown in Montalcino is certainly a cut above the others.
  • Sangiovese is a fabulous blending grape. It carries structure with it, high acidity and tannin, if the winemaking style allows it.
  • In the U.S., we do produce Old World style Sangiovese wine that compares well with the Italian labels.
  • Finally, generally Sangiovese wine can be made with finesse. Not sure what I was expecting, but I did not anticipate the subtler wines we found in this tasting.

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Filed under Chianti Classico, Italian Wine, Napa Valley, Sangiovese, Toscana, Walla Walla Valley, Wine Collecting, Wine Education, Wine Marketing, Wine Tasting, Wine Tasting Notes

Evaluating Evolving French Bordeaux Wine Styles

1986 Vintage Bordeaux Tasting

I recently had the good fortune to taste a flight of 1986 Gran Cru Bordeaux. They were:

  • Chateau Margaux
  • 2nd Label – Margaux Pavillion Rouge
  • Chateau Cos d’Estournel
  • Chateau Pichon-Longueville Baron
  • Chateau Du-Cru Beaucaillou

I don’t often get a chance to taste labels like these in aged vintages, but I have drunk many wines in the last 20 years from producers in the French AOC regions of Margaux, St. Estephe, St. Julien and Pauillac. These Left Bank Bordeaux areas are the home of some of the best Cabernet Sauvignon produced in the world. Margaux is by far my favorite Left Bank region and St. Estephe next. Not that the others are not very good, just that these two regions match my palate better. I have been tasting Bordeaux Left Bank vintages back to the late 90’s. This was my first tasting from the 1980’s vintages.

My Impressions

These wines were all original purchase origin and were stored in near perfect conditions. There was hardly an oxidized brown tint at the edge of the glass with all these wines. The wines tasted amazingly fresh! None were fruit forward (if they were at release), but had good acidity and a few still had residual tannin. Perfectly balanced, these wines were expertly made… but in a completely different style than 2000 era Bordeaux wines. All tasted as if the fruit had been harvested early. There were vegetal and savory flavors reflecting a completely different winemaking and vineyard management style than today. Whether you enjoy wines with this much age on them is dependent upon your palate. All of these wines would have been fabulous accompanying a Black Truffle Risotto, although much of the nuance would have been lost. In the bigger picture, my palate has found Bordeaux Rouge Gran Crus from before 2000 tasted best at roughly 20 years of bottle age (depending on producer). After 2000, that started to change… In my experience, that has now become 10-15 years of bottle age.

Margaux AOC Region

I have tasted and enjoyed many different Margaux producers in quantity over the last 20 years: Brane Cantenac, Cantenac Brown, Giscours, Lascombes, Rauzan Segla, Prieure Lichine and my favorite Malescot St. Exupery. All of these with 5-10 years of bottle age tend to be fruit forward, structured, balanced and all often have a great… what I call “Margaux mouth-feel”. This is sometimes silky, but always softer, round and mouth-filling. This was missing from the older Margaux tasted here. In fact today, most Bordeaux premium wines are made to taste fruit-forward and vegetal flavors can be viewed as a fault. Especially for New World palates, I would suggest Margaux producers. These wines often are not as “muscular” as the other Left Bank regions.

Wine Styles… They Were a’Changin’

Bob Dylan aside, it was obvious something happened in the 90’s to the winemaking philosophy of Bordeaux producers. Most, would attribute this to chasing the Robert Parker 100 point score… and all that implied. Some would suggest back to the ’82 vintage, when Parker’s influence began… but I was not a wine drinker back then and can’t bear witness to that thinking. These comments attributed to the BBC in the late 80’s refer to this, “The globalist domination of the oenological press by Parker’s ideas has led to changes in viticulture and winemaking practices, such as reducing yield, harvesting grapes as late as possible for maximum ripeness, not filtering wine, and using new techniques—such as microoxygenation—to soften tannins. These widespread changes in technique have been called “Parkerization”… have led to a fear of homogenization of wine styles around the world as Parker’s tastes are irrevocably changing the way some French wines are made…”.

The changes in Bordeaux wine styles that began again in the 2000’s were most definitely impacted by attempting to appeal to the U.S. palate and open the U.S. market to more French exports. These changes I can attest to. I have witnessed that difference from 2000 to 2015. Personally, I feel the pendulum has swung a little too far towards softer, fruitier wines in France (and the U.S.) – as a generalization. As a wine consumer, your palate matters and whether you prefer these type of wines should be what drives your purchases, not wine critics.

The Experience

Tasting these wines was a tremendous opportunity. I don’t often have the chance to evaluate wine styles over 30+ years in any wine region. Tasting these 35 year old wines side-by-side was a real pleasure and thanks go to Mr. Mandel, a fellow wine collector here in Phoenix. His generous hospitality made this a truly special experience.

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Filed under Bordeaux, Bordeaux/Meritage Blend, French Wine, International Wines by Region, Wine Cellar, Wine Collecting, Wine Education, Wine Tasting

Top Rated Wineries – Sonoita AVA, AZ

Banfi Vineyard Stock Photo in Italy

This is a beautiful pic of an Italian vineyard, without VSP trellising. Somehow, this producer manages to make great wine. Thinking outside the box and regional differences are not necessarily a bad thing… as Arizona wineries may show you.

I advocate for balanced and restrained wines in every category. This style is a passion for me and I hope for others as well. I will be making the case for why these wineries are some of the best in their respective regions. It will be addressed one American Viticultural Area (AVA) at a time. Since my most recent tour and interviews were in Arizona, we can begin there.

Sonoita AVA – Sonoita, AZ

Stock Photo of Sonoita Grasslands, Arizona

Sonoita AVA is a high-altitude (4,500-5,000 ft), warm climate wine growing region. The soils are mostly types of sandy loam, with a high pH character – both in the soils and water. The terroir (growing environment) mirrors many wine regions in Southern Italy and Spain, but the elevation adds a significant wrinkle. Historically, the area began with trying to produce Bordeaux style wines (Cabernet Sauvignon, etc.), but a better understanding of the growing conditions and trial and error have moved the vineyards towards French Southern Rhone (Syrah, Grenache, Mourvedre, etc.), Spanish (Tempranillo, Graciano, etc.) and Southern Italian (Aglianico, Sangiovese, etc.) red varietals. Today’s white varietals are also warm climate: Viognier, Malvasia Bianca, Petit Manseng, etc. The individual grape varieties are not the important part of this story though, as many AZ wines are blends and the varietals often change by vintage due to the many new plantings in the area. The next varietal up will be Greek Assyrtiko – the climates are similar, although the soils are quite different. Maybe… it will be the next big find, like Petit Manseng was in the last few years.

The List

These four Sonoita wineries make wines the closest to my palate. Although other wineries there make good wine, these producers deliver consistent quality and have winemakers with palates similar to mine. Does that make them the best wineries in this region? Possibly, but that judgement also depends on your taste. None of these wineries are making the fruit-forward, high alcohol, slightly sweet, low acid/tannin red blends that have become more common today (i.e. Apothic brand). These Sonoita wines are a serious attempt at chasing the premium wine category and they all succeed in some fashion. Whether or not you agree, this list is certainly a great starting place for an introduction to the region. In no particular order, they are:

Callaghan Vineyards

Callaghan Tasting Room Entrance

Winemaker – Kent Callaghan the owner, vineyard manager and winemaker is a man of historic proportion to the local industry. His family has consistently nurtured the growth of the Southern AZ wine scene through their generous help and support to the local wine community and his accepted role as technical resource for the area. Since 1991, he and his family have been producing wine in Sonoita.

Wines – The first Callaghan wines I tasted date back to the late 90’s vintages. I have never tasted a Callaghan release that was not a quality wine. Their wines have been served at the White House during several administrations and generally have received enough notoriety to say they set the quality standard for the area. The wines always deliver the character of the local terroir, while offering the best contribution to his vision for premium wines. While the Callaghan wines have not necessarily been restrained over the years, they have been balanced and both age-able AND approachable young. This character is what makes the wines special and is a testament to Kent’s knowledge in the vineyard and winemaking skill.

Wines to Try – All. Look for blends and single bottlings of Grenache, Mourvedre, Graciano and Tannat for reds and Malvasia Bianca and Petit Manseng for the whites and enjoy.

Rune Wines

Rune Outdoor Tasting Area

Winemaker – James Callahan is the owner and winemaker here. He also makes the wine for Deep Sky Vineyards (also on this list), but Rune is where his palate and sensibility really shine through. James makes wine I consistently enjoy. He has had extensive experience in several different wine regions and more importantly, has developed a diverse and educated palate in his travels. His emphasis is on building the entire wine profile, that includes balance and mouthfeel, in a restrained style. These are the kind of wines that appeal to wine enthusiasts and foodies. Attention to the nuanced details really shines through, perhaps because of the more understated approach.

Wines – It is rare you can taste a winemaker’s vision in the wine. If you enjoy medium-bodied wines that aren’t too high in alcohol, consider a visit. James has a vision for the impact of his wines and they deliver.

Wines to Try – The Syrah is the flagship and is good, but find the Grenache and Viognier. They are representative of the best of the region and capture a real fine wine experience.

Twisted Union Wine Company

Twisted Union Entry from Parking

Winery – This winery’s story is about the large ownership team, not an individual. All with experience in a different aspect of the industry, together they bring a total skillset to the organization that somehow… just works. The group is only together 4-5 years and is already producing a quality product. I am looking forward to what their future endeavors bring. This is a beautiful facility worth visiting to enjoy the space. For an area with limited accommodations, they offer two very spacious and well-appointed rooms for local stays. The vineyard is still a work in process and will likely be re-planted in the near future. A producing estate vineyard will be an important addition.

Wine – These are well thought-out wines. Since the vineyard is not producing yet, they acquire fruit from the local area and California, with an eye on blending for quality. The wines produced are balanced and have a sensibility worth exploring.

Wines to Try – The reds here are good, but the whites are exceptional: look for the Malvasia Bianca and Viognier. Although, the special wine at this tasting was the Roussanne. I am not usually a fan of Roussanne in general, but this bottling was special – balanced, with just the right acid level and an accompanying soft mouth-feel. A profile I often search for in a white wine.

Deep Sky Vineyards

Deep Sky Tasting Room Building from Vineyard

Winemaker – James Callahan is the winemaker here too. We established James’ credentials in the Rune Wines description, but at Deep Sky the sensibility is different. Bigger wines with higher alcohol in a more age-able style. The same balance is there, but with serious structure adding higher tannin and acidity as a solid backbone.

Wines – This is the AZ home for Malbec. The owner Phil Asmundson (Sci-Fi writing fame) also owns another winery in the Uco Valley in Argentina. This is a special opportunity at their tasting room to try the Argentina and Arizona Malbecs side-by-side. They are different, reflecting the different location and terroir. Deep Sky offers other varietal wines and with James at the production helm, you know they are made well.

Wines to Try – The Malbecs of course. These are best with a few extra years of bottle age on them, but well worth the wait.

Dos Cabezas Wineworks

Dos Cabezas Tasting Room Bar

Winemaker – Todd Bostock is the owner, vineyard manager and winemaker here. He has had some success in the past acquiring distribution for Dos Cabezas wines in and out of state, but the three-tier distribution system (topic for another article) leaves very little room for a small winery to make a profit. Todd has been busy changing the game plan, focusing on moving their distribution to direct-to-consumer retail sales. The tasting room in downtown Sonoita has added a larger food menu and is pairing dishes with food-friendly wines – focusing on the tasting experience. Their specialty is gourmet pizza, but other food dishes are also available.

Wines – The wines here are terroir driven and represent the region well. The thought in developing the profiles is clear, blends are the answer to making approachable, food-friendly wines with structure. Todd has a deft hand at building wines to drink now, or age. These blends are a broad mix of varietals, attempting to use the strengths of each varietal to compliment the other and build the profile to match Todd’s vision for the wines. The vintage variation is managed by adjusting the percentage mix to take advantage of the strength of each year’s fruit crop. The latest adventure has been a fun release of sparkling rose in a can. It is amazing how versatile sparkling wines are. They accompany a wide variety of foods so well!

Explore Something Different

Hops & Vines

Hops & Vines Tasting Room Area

Winery – The founding story and the two Owners here provide reason for consideration and addition to this list. Megan Stranik and Amanda Zouzoulas originally started this winery on a shoestring. Today, the continuing operation is limited to re-invested profits, with an eye on maintaining a down-to-earth atmosphere. The winery concept was built on lampooning the sometime high-brow attitude in the wine industry. The tasting room reflects a light-hearted attitude sorely missing from many wine circles. Hops & Vines is making the world of wine more accessible and have opened the eyes of an entirely different community of potential wine drinkers.

Winemaker – Megan makes some very good wine, with very little to work with. She has her challenges and sometimes encounters factors outside of her control, but I enjoy her wine sensibility. I am not sure how the local industry perceives her, but she deserves to be taken seriously. Her palate is educated and they are making restrained wines of a much higher caliber than their party atmosphere would suggest.

Wines – You can either have fun with these labels, or look past the marketing and try some serious wines. Visit their tasting room and taste through them. I am sure you will find wines you enjoy. I did.

Overview

Sonoita AVA is still evolving and has not really “found itself” yet. I originally came here with the expectation of tasting some good reds, but the big surprise was the quality of the white wines! As of today, roughly 10% of the wine produced here is white, but that is changing. The story that drives many decisions in the wine industry here is two-fold: 1) The lack of pure growers and well-managed vineyards, and 2) The barrier of entry to estate winery ownership caused by the high cost of vineyard development. The end-result is generally more demand than supply. While not a problem necessarily, it does have the potential to bring down the overall quality of the wines in the area. I will be very curious to see where the next few years take this wine region. It seems to me, all the components are in place for serious growth and overall improved quality. The future is looking bright for all of Arizona’s wine regions!

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Filed under Arizona, Sonoita, U.S. Wines by Region, Wine Education, Wine Industry, Wine Tasting, Wine Travel

Ideas to Influence Wine Selection

High Yield Vineyard

At least a third of the wine I purchase each year is from unfamiliar wine producers, especially from outside the U.S. How am I comfortable doing this? Most of my purchases, even from producers I know, is based on reviews, tasting notes and professional and amateur ratings. Vintage variation demands it. So, what other information can I use to determine whether I will enjoy unfamiliar wines? There are several other strategies, including researching: the winemaker’s style, the regional style where the wine is produced, the growing conditions (soil, climate, etc.) for the fruit and finally, the vineyard management and harvest strategy for the fruit. This may seem like more work than you care to put into the decision, but if you purchase 200-300 bottles per year like me, it is a necessity. Let’s look at the last strategy on the list in greater detail…

Does Vineyard Yield Matter to a Wine Drinker?

Look at the feature photo above this article for a sec. Common practice in many premium wine regions is to allow one cluster per shoot. This vineyard is different…

Am I suggesting you should ask your local wine shop about yield and vineyard management for each bottle you purchase? Well yes, sort of. Vineyard yield is a big part of the story for estate wineries. Most wineries producing premium wines usually graph yield against quality data, to find optimum production. It varies by varietal and growing conditions (Terroir, in the industry), but most premium wineries are harvesting around 2 tons/acre on 4′(vine) x 6′(row) vine spacing. Growers selling to jug wine producers, often harvest over 8 tons/acre. You would think a winery could produce four times more wine with four times more fruit. While this is true, you need to add optimum quality into the mix. Am I suggesting the average wine enthusiast can taste the difference between wines made from different vineyard yields? Yes I am, and here is how…

Yield Impact on Wine Character

To harvest the larger crop, you need: a warm climate, high daily percentage of sunshine, more irrigation water and fertile soil. This is your first clue. The location (Terroir) can be an indication. Some of the best vineyards in the world are in cooler regions, with arid conditions and soil so rocky, it looks like nothing would grow. The idea with premium vineyards is to “stress” the vines to the max, driving smaller berry size and the associated increased complexity and concentration of flavors. When making the decision whether to limit crop size, a winemaker has to think about: alcohol (sugar in fruit), pH (acidity in fruit), concentration (flavors in fruit) and structure (tannin, phenols in fruit). All of these are impacted by crop yield and harvest timing decisions. Work with me here… if you enjoy monster 17% alcohol, fruity red Zinfandels, you won’t care about the rest of this article, but if you enjoy balanced, food friendly wines that won’t get you drunk after a half bottle consumed, please read on…

Balanced Wines

“Balanced” is a term typically reserved for medium bodied wines with: under 14.5% alcohol, good acidity and medium tannins with good mouth-feel. That is a long description for wines that don’t hit you over the head and will taste good with, or without food. If this sounds like the kind of wine you enjoy, it requires a harvest strategy in the vineyard to get there. Premium vineyards require warm, sunny days to ripen, but cool nights/mornings to develop acidity. It is the reason why most premium fruit is harvested at night, to keep the acidity as high as possible. Issues like sugar content in the fruit (Brix, in the industry) is modulated by ripeness – pick too early and the structure and complexity can suffer. Over-water and it can dilute flavors and concentration.

Can You Taste the Difference?

I often taste wines looking for these characteristics, more than the flavors. High yield vineyards tend to produce wines that can be: watery/diluted, flabby and missing acidity, have candied, or jammy fruit flavors and have higher alcohol. This is the most severe example. Even with this jug wine growing strategy, you may not taste some, or any of these characteristics, because winemakers can breakout their chemistry set. Common additives can make a big difference in the wine, these include: adding tartaric acid for acidity and/or fruit juice for flavors and sweetness (etc.) in an effort to overcome the poor fruit quality. Although, “forcing” wine to match a better profile can also be detected by looking for: “sharper” bitter acidity, grape juice flavors, oily texture, residual sweetness and/or too much alcohol. All of these characteristics are your indication the winemaker is trying to cover up other problems. Better wine through manipulation is a strategy that often does not work in making quality wines. Selecting wines to buy without tasting can be hit, or miss… even with recommendations. So, if researching vineyard yield before buying can improve your chances of finding wine you enjoy, why not?

Postscript

This topic is one of the most vehemently argued ideas in the wine industry. It has significant impact on grower and winery profitability. This is especially true in growing regions dominated by wine grape “farming” (agricultural growers, rather than estate wineries). Lodi AVA is a good example. When I was there touring wineries and growers 5-6 years ago, this was a VERY hot topic. At the time, the largest bulk wine producer in the U.S. was taking about 70% of the fruit production in the area and paying by ton of yield, regardless of quality. The other 30% was being produced by wineries trying to overcome the negative quality reputation driven by the 70%. There are some great vineyards in Lodi AVA in locations with cooler nights. Those owned by estate wineries in particular are making very good wine from that fruit. Keep in mind, there is a built-in bias associated with maximizing fruit production and I have spoken with many growers who still believe vineyard yield makes no difference in the final wine quality. I am convinced untrained palates can often tell the difference, depending on the skill of the winemaker… therein lies the rub. Experienced, highly skilled winemakers able to overcome these challenges via manipulating the juice (Must, in the industry) are more likely to work at wineries attempting to grow/buy better quality fruit. Like usual, most contentious issues are rarely simple.

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Winery Owner on Your Bucket List?

Zarpara Vineyards – from AZ Central

Minimal Barrier to Entry

Are you a successful professional and serious wine enthusiast dreaming of owning your own winery in an established AVA, only to find the start-up costs in California are insane? Have you investigated California vineyard properties costing $75K per acre, or more? No one individual with business ownership experience would ever consider an opportunity with near zero ROI in the first five years and a 10-15 year payback. Well, hello AZ at $1-2K per acre!

Even still, an estate winery start-up is not cheap: $30K+ per acre to prep the soil, purchase and plant the vines, plus VSP trellising system and five year wait for mature vines, etc. Considering it normally requires a minimum of 1,500 cases of production output ($400-500K revenue) for the beginnings of a profitable winery business, add the major risk of variable climate/weather and you will have to bite-off a huge chunk of both savings and determination to go down this road… but if the countryside lifestyle, the great industry people, connection to fine wine & culinary culture and rubbing elbows with the rich & famous makes it worth it, AZ is your destination!

Higher Ed Degree Programs, Research and Incubators

There is a program accredited by Yavapai Community College offering a two-year Oenology degree located in the new Verde Valley AVA run by Michael Pierce (trained/experienced AZ winemaker) that has been in operation for a few years now. They currently have 15 acres of planted vineyard and are producing roughly 1,500 cases of student-made wine. The Agricultural Extension at University of AZ is also now getting serious with research surrounding climate and fruit production for the local wine growing industry. Maynard Keenan helped to start the custom crush and industry incubator facility “Four Eight Wineworks” in the Verde Valley AVA. A real place where winemakers can cut their teeth. By the way, if you have not seen Maynard’s wine movie “Blood into Wine”. Track it down. It is a fun intro to the AZ wine industry.

Continuing AZ Legislation to Encourage Wine Tourism

AZ now has a significant retail wine footprint in the Sedona-Grand Canyon tourist area, with many new projects for wine tasting rooms in planning. The recent legislation allowing licensed in-state wineries to have two satellite tasting rooms instead of only one, has caused a boom in planned tasting rooms for construction in the Sedona-Cottonwood area.

Crazy AZ Wineries and Distribution

I have been writing about California and Washington wineries for more than 10 years and I have not found one that decided to self-distribute without a major Direct-to-Consumer sales footprint via an established tasting room experience. Without a tasting room, or commercial distribution agreement, the wine business can be a pretty lonely affair. In AZ, I found two, both with high quality wines. Break-even with this scenario seems impossible, but you need to understand the special nature of the AZ wine industry. There are several contributing factors: 1) Current advantages from state statutes making it more difficult for out-of-state competition (licensing/tax barriers) and creating sales advantages for in-state grower/producer/local self-distributors, 2) The 3-tier distribution system bloating retail pricing by including two additional mark-ups, and 3) In-state wine demand exceeding supply. These two wineries load-up personal vehicles and deliver cases of wine to customers at their homes on periodic runs through the Phoenix and Tucson metro areas. It took me weeks to get my head around this wine business model.

AZ Wine Identity

The area is finally starting to find a wine identity and is slowly coming around to the realization: the best wines use what the terroir gives. Forced wine styles do not work consistently well and because of this the local industry has been experimenting with lesser-known warm climate varietals native to the Rhone, S. Italy and Spain. Some of these wines are fabulous, surprisingly enough – especially the whites. Don’t be scared by varietals you may not recognize, because the whites (Viognier, Malvasia Bianca, Petit Manseng, Picpoul Blanc) and reds (Tempranillo, Graziano, Syrah, Grenache, Aglianico) are tasting as good as many popular California wines. The blended wines are definitely the best expression of AZ terroir. When the wine industry began in AZ in the late 80’s, the few vineyards that were planted attempted to plant Bordeaux varietals and the results were of mixed success. Although, a friend of mine and trained wine judge Jay Bileti (yes, AZ has trained wine judges too!) and I were recently given a Sonoita Vineyards ’89 Bordeaux style blend from their library that we enjoyed with a wonderful meal of Ossobuco made by his wife Lynn and it was very good!

Talented Winemakers

I interviewed several talented winemakers in the last few weeks. They are making wines of unique character and style. With fruit-forward, balanced profiles that would stand-up to any evaluation as “premium wines”, anywhere in the world. The last time I tasted through the state about eight years ago, it was difficult to find a winemaker able to make consistently good wine, although there were a few: Kent Callaghan, Maynard Keenan, Eric Glomski were examples. In my opinion, the strength of the AZ wine identity will be blended whites & reds. Leading you to the idea: fortune will smile on winemakers with classically trained palates, able to leverage that knowledge to deliver the best possible product from the local terroir. This was an absolute necessity to take AZ wine to the next level.

Critical Mass

AZ has definitely reached the critical mass juncture. The local wine industry and it’s future is exceedingly bright. The resources are in place to support a vibrant and successful wine community. The past several weeks of AZ winery tours and interviews have generated a significant amount of material and brought many insights into the AZ wine industry. Many more articles to come!

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Filed under Arizona, U.S. Wines by Region, Wine Education, Wine Industry, Wine Marketing, Wine Tasting, Wine Travel

Changing Arizona Wines

Lisa Callaghan – Callaghan Vineyards

A friend and wine judge (Jay Bileti) and I spent four days of intensive touring through the Southern Arizona wine country about 10 days ago and were pleasantly surprised. The quality of wine overall had significantly improved since my last serious visit to this area eight years ago. This visit produced tasting notes on many premium wines and a large selection of well-made value wines.

We tasted roughly 30 different varietals and numerous non-traditional red and white blends. There is still much searching for identity and character of terroir here, but producers are closer to consistent quality product than ever before. Warm climate Rhone, Southern Italian and Spanish varietals seem to produce the best wines here: Viognier, Petit Manseng, Malvasia Bianca and Picpoul to name a few whites and Syrah, Grenache, Tannat, Aglianico, Tempranillo and Graziano on the red side. Don’t be scared off by the unusual grape varieties. There is high-caliber wine making going on here and the most successful wines are the blends. The identity of the Arizona wine industry will likely become the home of high-quality non-traditional white and red blends. Some of the white wines (who would have guessed) in particular could be served in the premium category anywhere in the world.

Just like any California wine area, if you are a serious wine aficionado, you will want to do your homework before deciding to visit these up-and-coming AVA’s. I would be happy to make some recommendations, if you would like to drop me a note. With the warm climate, I was surprised to find the most successful wines were those made with less intervention and in a more understated, balanced profile. For those that like the big fruity wines, there is still plenty of that wine style to taste.

I will be writing about the winemaker interviews and research that has been going into my evaluation of the wine, wine industry and terroir here and I look forward to introducing you to what I believe will be a top quality wine location in the years to come. I followed the Paso Robles, Walla Walla and Santa Barbara regions on their rise and in many ways, Arizona is on the same path.

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Food, Wine and Climate Change

Harvard Business School Graphic
(Harvard Business School Reference Material)

Wine and Food Products by Location

The importance of climate in vineyard management can not be over-stated. The entire European culinary and beverage marketing model establishes food/wine character BY LOCATION. This European developed idea to turn place-names into unique trademarks defining specific flavors and aromas has been the cornerstone of worldwide food and wine marketing for decades. The same thinking caused governments to establish laws and trademark protections for food and wine production. Wine laws arguably could be the most stringent. Here are a few of the most famous wine examples: American Viticultural Area (AVA) in the U.S., Appellation d’Origine Contrôlée (AOC) in France and Denominazione di Origine Controllata (DOC) in Italy. This concept also applies to specialty foods: Parmesan Reggiano cheese may only come from Parma, Reggio Emilia, Modena and Bologna, IT, Roquefort cheese can only be made in Roquefort, FR, Prosciutto de Parma can only be made in Parma, IT, etc. If you have never tasted these original foods (and not imitations), you need to splurge a little and buy these imported products. The difference in flavor is astonishing.

Impact of Climate Change on Wine Production

The French terroir concept is the basis of this wine marketing by area idea and has been developing for hundreds of years in Europe. It is the primary driving factor behind the establishment of wine laws controlling vineyard and winemaking practices by location. The definition of Terroir:

Complete natural environment in which a particular wine is produced, including factors such as soil, topography, and climate. – AND / OR – The characteristic taste and flavor imparted to a wine by the environment in which it is produced.

(Oxford Dictionary)

Climate has a direct impact on the terroir idea defined above. It affects many choices for producers, ie. grape varietals to plant, when to harvest, control of crop size, how to water, conditioning/fertilizing of soil, etc. All of these affect wine character, flavors and aromas. So, what is coming for the wine and food industries due to climate change? Hang on… crystal ball is out, here we go…

Vineyards and Resulting Wine by Location

Common thinking has been that vineyards should be planted between the 30th and 50th parallels (latitude) around the globe, both northern and southern hemispheres. Cool climate reds like pinot noir often are best grown near the 45th parallel and warm climate reds like nero d’avola and shiraz near the 35th. Cool climate whites like riesling are often grown near the 50th parallel (ripening reliably compared to past) and warm climate like petit manseng near the 35th. Vineyard elevation can affect this range, but only minimally. The impact is not just temps, but also length and intensity of sunlight during the growing season.

The most consumed varietals in the world: cabernet sauvignon and chardonnay are best grown in a much narrower range: 40-45th parallel. Why is this important? What if the most famous cab sauv growing region in the world (Bordeaux, France) became too hot for premium cab sauv wine production? Would these producers accept: producing poor quality wine, over-manipulate the wine to change its character, or tear out cab sauv vines and plant warmer climate varietals like aglianico and petit sirah? French wine laws would fall apart with any of these options and as a result wine consumers might change their ideas about where the best wines in the world are produced.

Climate Impact on Commonly Grown Wine Grapes

When cab sauv is grown in cooler areas, the wine acquires vegetal flavors: green bellpepper and tomato are common. When chardonnay is grown in warmer climates, it becomes too fruity and loses it signature acidity. What would happen if Burgundy, France became too warm to grow quality pinot noir, or Napa, CA became too warm for cab sauv? The transition has already begun… I have been collecting and tasting wine since the 90’s and red burgundy has become fruitier and Napa reds have become flabbier. Many Napa producers have already begun manipulating their wines to adjust for the differences. One option is to harvest earlier, but then the pips (seeds) are not allowed to ripen and complex flavors are lost. In Napa, where the area’s signature cab sauv is very fruity, this option would change the whole character of the regions’ wine production.

Changes and Timelines

Climate change has been slowly accelerating, but still is not likely to have a serious impact on wine in my lifetime. Although, consider this thought: a wine vineyard requires 5-10 years to fully mature and begin producing premium fruit for wine production. This requires thinking in terms of decades, not years. The last 25 years of climate change has seen a noticeable difference in the character of wine in many regions. Not enough to change the wine industry substantially, but at this rate, what will another 25 years bring? Will vineyard managers have the vision to react in advance, when there is still time to save the current wine styles of today? Will the industry opt to tear-out current vineyards and replant warmer climate grape varietals, or decide to abandon warming vineyard sites for planting in cooler climate areas farther north? It is likely to be too expensive to abandon existing vineyard sites… so my crystal ball shows the younger generations of wine drinkers adapting to Petit Sirah and Petit Manseng…

This has been a very interesting topic. If others in the trade have different ideas regarding the impact of climate change on the industry, please drop me a note. I am always curious about new strategies… and no, please do not suggest adding citric acid to the final product, thank you…

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Filed under Cool Climate Wine, Wine Education, Wine Industry, Wine Marketing, Wine Tasting