The use of oak plays a significant role in winemaking and can have a profound effect on the resulting wine, affecting the color, flavor, tannin profile and texture of the wine. Oak can come into contact with wine in the form of a barrel during the fermentation or aging periods. It can be introduced to the wine in the form of free-floating oak chips or as wood staves (or sticks) added to wine in a fermentation vessel like stainless steel. Oak introduced in the form of a wine barrel can impart other qualities to the wine through the process of evaporation and low level exposure to oxygen.[1]
In early wine history, the amphora was the vessel of choice for the storage and transportation of wine. Due to the perishable nature of wood material it is difficult to trace the usage of barrels in history. The Greek historian Herodotus noted that ancient Mesopotamians used barrels made of palm wood to transport wine along the Euphrates. Palm is a difficult material to bend and fashion into barrels, however, and wine merchants in different regions experimented with different wood styles to find a better wood source.[2] The use of oak has been prevalent in winemaking for at least two millennia, first coming into widespread use during the Roman empire. In time, winemakers discovered that beyond just storage convenience that wine kept in oak barrels took on properties that improved the wine by making it softer and in some cases better-tasting.[3] Robert Mondavi is credited with expanding the knowledge of winemakers in the United States about the different types of oak and barrel styles through his experimentation in the 1960s & 1970s.[4]
The porous nature of an oak barrel allows some levels of evaporation and oxygenation to occur in wine but typically not at levels that would cause oxidation or spoilage of the wine. In a year, the typical 59-gallon barrel can lose anywhere from 5 to 6 gallons of wine through the course of evaporation. This evaporation (of mostly alcohol and water) allows the wine to concentrate its flavor and aroma compounds. Small amounts of oxygen are allowed to pass through the barrel and act as a softening agent upon the tannins of the wine.[3]
The chemical properties of oak itself can have a profound effect on the wine. Phenols within the wood interact with the wine to produce vanilla type flavors and can give the impression of tea notes or sweetness. The degree of "toast" on the barrel can also impart different properties affecting the tannin levels of the wine as well as the aggressive wood flavors.[5] The hydrolyzable tannins present in wood, known as ellagitannins, are derived from lignin structures in the wood. They help protect the wine from oxidation and reduction.[6]
Wines can be barrel fermented in oak or they can be placed in oak after fermentation for a period of aging or maturation. Wine that is matured in oak receives more of the oak flavors and properties than wine that is fermented in oak. This is because yeast cells interact with and "latch on" to the oak components. When the dead yeast cells are removed from the wine as lees some of these oak properties go with them.[7] A characteristic of white wines that are fermented in oak include a pale color with an extra silky texture. White wines that are fermented in steel and then matured in oak will have a darker coloring due to the heavy phenolic compounds that are still present.[8] Flavor notes that are common descriptions of wines exposed to oak include caramel, cream, smoke, spice and vanilla. Chardonnay is a variety that has very distinct flavor profiles when fermented in oak that include coconut, cinnamon and cloves notes. The "toastiness" of the barrel can bring out varying degrees of mocha and toffee notes in red wine.[9]
The length of time that a wine spends in the barrel is dependent on the varietal and style of wine that the winemaker wishes to make. The majority of oak flavoring is imparted in the first few months that the wine is in contact with oak but a longer term exposure can affect the wine through the light aeration that the barrel allows which helps to precipitate the phenolic compounds and quickens the aging process of the wine.[8] New World Pinot noir may spend less than a year in oak. Premium Cabernet Sauvignon may spend two years. The very tannic Nebbiolo grape may spend four or more years in oak. High end Rioja producers will sometimes age their wines up to ten years in American oak to get a desired earthy, vanilla character.[7]
Italian winemakers have had a long history of using Slavonian oak from the Quercus robur which is known for its tight grain, low aromatics and medium level tannins. Slavonian oak tends to be used in larger barrel sizes (with less surface area relative to volume) with the same barrels reused for many more years before replacement.[11]Prior to the Russian Revolution, Quercus petraea oak from the Baltic states was the most highly sought after wood for French winemaking.[12] Today Russian oak from the Adygey region along the Black Sea is being explored by French winemakers as a cheaper alternative to French oak.[13] Canadian wineries have been experimenting with the use of Canadian oak, which proponents describe as a middle ground between American and French oak even though it is the same species as American oak.[14]
Oak trees are typically between 80-120 years old prior to harvesting with the ideal conditions being a cool climate in a dense forest region that gives the trees opportunity to mature slowly and develop a tighter grain. Typically one tree can provide enough wood for two 59 gallon barrels. The trees are typically harvested in the winter months when there is less sap in the trunk.[12]
American oak tends to be more intensely flavoured than French oak with more sweet and vanilla overtones due to the American oak having two to four times as many lactones.[9] Winemakers that prefer American oak (including a long tradition for Spanish winemakers) typically use them for bold, powerful reds or warm climate Chardonnays. Besides being derived from different species, a major difference between American and French comes from the preparation of the oak. The tighter grain and less watertight nature of French oak encourages coopers to split the wood along the grain rather than saw. French oak is then traditionally aged or "seasoned" for at least two years whereas American coopers will often use a kiln-dry method to season the wood.[12] Long periods of outdoor season has a mellowing effect on the oak that kiln-dry methods have difficulties replicating.[9] The sawing, rather than splitting, of American oak also enhances the differences between the two styles due to the rupture of the xylem cells in the wood which releases many of the vanillin aromatics and lactones responsible for characteristics like the coconut notes.[15]
Wine barrels, especially those made of oak, have long been used as containers in which wine is aged. Aging in oak typically imparts desirable vanilla, butter and spice flavors to wine. The size of the barrel plays a large role in determining the effects of oak on the wine by dictating the ratio of surface area to volume of wine with smaller containers having a larger impact. The most common barrels are the Bordeaux barriques style which hold 59 gallons (225 liters) followed by the Burgundy style barrel which hold 60 gallons (228 liters). Some New World wine makers use the large hogshead 79 gallon (300 liter) size.[8]
New barrels impart more flavors than do previously used barrels. Over time many of the oak properties get "leached" out of the barrel with layers of natural deposits left from the wine building up on the wood to where after 3 to 5 vintages there may be little or no oak flavors imparted on the wine.[5] The cost of barrels varies due to the supply and demand market economy and can change with different features that a cooperage may offer. As of late 2007 the price for a standard American oak barrel was $270 USD, French oak $600 USD, and Eastern European $480 USD.[16] Due to the expense of barrels, several techniques have been devised in an attempt to save money. One is to shave the inside of used barrels and insert new thin inner staves that have been toasted.[17]
Barrels are constructed in cooperages. The traditional method of European coopers have been to hand split the oak into staves (or strips) along the grain. After the oak is split it is allowed to "season" or dry outdoors while exposed to the elements. This process can take anywhere from 10 to 36 months during which time the harshest tannins from the wood are leached out. These tannins are visible as dark gray and black residue left on the ground once the staves are removed. The longer the wood is allowed to season the softer the potential wine stored in the barrels may be but this can add substantially to the cost of the barrel. In some American cooperage the wood is dried in a kiln instead of outdoor seasoning. While this method is much faster, it doesn't soften the tannins quite as much as outdoor seasoning.[18]
The staves are then heated, traditionally over an open fire, and when pliable are bent into the shape of the desired barrel and held together with iron rings. Instead of fire, a cooper may use steam to heat up the staves but this tends to impart less "toastiness" and complexity to the resulting wine. Following the traditional, hand worked style a cooper is typically able to construct one barrel in a day's time. Winemakers can order barrels with the wood on the inside of the barrel having been lightly charred or “toasted†with fire, medium toasted, or heavily toasted.[18] Typically the "lighter" the toasting the more oak flavor and tannins that are imparted. Heavy toast or "charred" which is typical treatment of barrels in Burgundy wine have an added dimension from the char that medium or light toasted barrels do not impart.[8] Heavy toasting dramatically reduces the coconut note lactones, even in American oak, but create a high carbon content that may reduce the coloring of some wines. During the process of toasting, the furanic aldehydes in the wood reach a higher level of concentration. This produces the "roasted" aroma in the wine. The toasting also enhances the presences of vanillin and the phenol eugenol which creates smokey and spicy notes that in some wines are similar to the aromatics of oil of cloves.[15]
Although oak barrels have long been used by winemakers, many wineries now use oak wood chips for aging wine more quickly and also adding desired woody aromas along with butter and vanilla flavors. Oak chips can be added during fermentation or during aging. In the latter case, they are generally placed into fabric sacks and placed into the aging wine. The diversity of chips available gives winemakers numerous options. Oak chips have the benefit of imparting intense oak flavoring in a matter of weeks while traditional oak barrels would need a year or more to convey similar intensity. Critics claim that the oak flavoring from chips tend to be one-dimensional and skewed towards the vanilla extract with the wines still lacking some of the physical benefits that barrel oak imparts.[17] The use of oak powder is also less common than chips, although they are a very practical alternative if oak character is to be introduced during fermentation. Oak planks or staves are sometimes used, either during fermentation or aging. Wines made from these barrel alternatives typically do not age as well as wines that are matured in barrels.[8] Improvements in micro-oxygenation have allowed winemakers to better mimic the gentle aeration of oak barrels in stainless steel tanks with oak chips.[19]
Prior to 2006, the practice of using oak chips was outlawed in the European Union.[20] In 1999, the Bordeaux court of appeals fined four wineries, including third growth Chateau Giscours, more than $13,000 USD for the use of oak chips in their wine.[21]
Throughout history other wood types, including chestnut, pine, redwood, and acacia, have been used in crafting winemaking vessels, particularly large fermentation vats. However none of these wood types possess the compatibility with wine that oak has demonstrated in combining its water tight, yet slightly porous, storage capabilities with the unique flavor and texture characteristic that it can impart to the wine that it is in contact with.[22] Chestnut is very high in tannins and is too porous as a storage barrel and must be coated with paraffin to prevent excessive wine loss through evaporation. Redwood is too rigid to bend into the smaller barrel shapes and imparts an unpleasant flavor. Acacia imparts a yellow tint to the wine. Other hardwoods like apple and cherry wood have an off putting smell.[23] Austrian winemakers have a history of using Acacia barrels. Historically, chestnut was used by Beaujolais, Italian and Portuguese wine makers.[24] Some Rhone winemakers still use paraffin coated chestnut barrels but the coating minimizes any effect from the wood making its function similar to a neutral concrete vessel. In Chile there are traditions for using barrel made of rauli wood but it is beginning to fall out of favor due to the musky scent it imparts on wine.[25]
History of Wine and Food Pairing
Science of Food and Wine Pairing
The Basic Wine and Food Pairing Rules
Notes on Food and Wine Pairing from the Experts