Maturation Flashcards

1
Q

What are the SWR legislation rules regarding maturation of Scotch whisky?

A

Spirit must be matured for a minimum of 3 years in an oak cask no larger than 700L.

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2
Q

Why is oak the perfect wood for maturation?

A

Its structural characteristics prevent leakage but allows the liquid to breathe.
Oak comprises many soluble compounds, imparted at different stages of maturation to maturing spirit.

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3
Q

How does oak age influence the flavour of whisky?

A

For certain malts, the most significant flavour uptake is during the initial dwell time following filling.
Others take longer to develop as part of the oxidisation process.
Oak has many compounds that are differentially soluble in alcohol and water thus providing aroma, flavour and colour in the final whisky.

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4
Q

What is the fruit of an oak tree called? What is its significance?

A

Acorn; each acorn contains 1 seed and takes between 6-18 months to mature.

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5
Q

Name the 2 main varieties of oak in use in the Scotch whisky industry.

A
  1. American white oak (quercus alba): grows in North America. Fast growing, tall straight trunks, high quality wood with high levels of vanillins. Typically offers flavour notes of coconut, vanilla, honey and nuts.
  2. European oak (quercus robur): Grown in northern Spain. Also known as English oak, Pedunculate oak, French oak or Russian oak. Very porous. It offers flavour notes of spice and dried fruit.
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6
Q

Which cask type is used to mature the majority of spirit in Scotland?

A

90-95% in American oak casks.

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7
Q

What are the origins of the 2 cask types used for maturation?

A

American oak is used for casks that have their origin in the bourbon industry.

European oak has its origins in the European wine industry. European oak typically refers to Spanish oak, however other varieties are grown and used. Some companies are now using French oak and some oak from Poland and Germany are becoming available too.

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8
Q

Why are ex-bourbon casks used so prominently for Scotch maturation?

A

In bourbon production, the cask (American Oak) can only be used once. Bourbon producers are always looking for a market for used casks. These are now shipped to Scotland as barrels whereas previously they were dismantled and sent over as ‘shooks’ of staves.

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9
Q

How is American Oak treated?

A

Air or kiln dried, usually charred on the inside and filled with a single filling of bourbon. These are known as ex-bourbon casks or American Standard Barrels (ASB).

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10
Q

What was previously contained in European oak used for Scotch maturation?

A

Sherry, usually Oloroso; known as sherry butts/casks.

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11
Q

What is a American Standard Barrel (ASB)?

A

A 200L cask typically used to originally mature bourbon. Usually made from American white oak.
By law, bourbon casks must be charred before they are filled. So, ex-bourbon casks will always have been charred prior to use in the Scotch whisky industry.

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12
Q

What does Virgin Oak mean?

A

A cask which has not had any previous contents in it before it is filled with new make spririt.

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13
Q

How does Virgin Oak contribute to the characteristics of a Scotch whisky?

A

They impart a great deal of colour and flavour in a relatively short space of time. Great care is taken with the spirit in these casks and they tend to be sampled and monitored more regularly.

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14
Q

What is Finishing?

A

A procedure whereby spirit is matured in a caks of a particular origin and then spends time in a cask of different origin. Usually for a period of 6-24 months. This method adds different flavours and colour to the whisky.

Casks used for finishing include: sherry, wine, port, rum and beer among others.

For example, casks previously used to store port provide an extra touch of sweetness and reddish colour.

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15
Q

What are the most common cask sizes used in the Scotch industry?

A
  • American barrels at 200L
  • Hogsheads (hoggies) at 250L
  • Butts at 500L

There are others of varying sizes but they are less common.

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16
Q

What is a virgin cask?

A

A cask that has not been previously used for another liquid.

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17
Q

What is a refill cask?

A

A cask that has previously contained another liquid. The most common types are ex-bourbon and ex-wine (fortifid or natural strength).

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18
Q

What is ‘first fill’ or ‘second fill’?

A

If an ex-bourbon cask is used for new make spirit, this is classified as ‘first fill’.
If it is subsequently used again for another batch of new make spirit, it is classified as ‘second fill’.

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19
Q

What are the limitations of the number of times a cask can be used for maturation?

A

Once a cask has been used 3-4 times, the rate of maturation slows with reduced uptake of flavour compounds. The wood becomes progressively exhausted and will impart little by way of colour or flavour. This is dues to the extractive compounds having been removed from the active wood layer by previous successive fillings.

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20
Q

How are the majority of casks heat-treated?

A

Casks can be charred, toasted or both.

These heat treatments are essential to get the flavour congeners out of the wood.

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21
Q

What is charring?

A

It is a heat treatment whereby the wood of the cask is ignited. It helps to break down the structure of the oak, allowing for an easier and deeper penetration by the spirit and a more intense interaction with the flavours produced through lignin degradation.

The charcoal layer also acts as a filtration system, helping to remove unwanted flavours, such as sulphur, from the new make spirit.

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22
Q

What are the 4 grades of charring?

A
  • No.1 = 15 seconds
  • No.2 = 30 seconds
  • No.3 = 35 seconds
  • No.4 = 55 seconds

The heavy char of No.4 creates layers of charcoal on the inner surface of the staves, hence its nickname, the ‘alligator char’.

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23
Q

What is toasting?

A

It is a heat treatment whereby the inside of the cask is heated for about 15 minutes at 350°C. This browns the wood and allows heat to penetrate in, thus creating what is know as the red layer. This is a layer where lignin degradation has occurred and is about 3mm thick, between the char and the untouched wood.

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24
Q

What are the levels of toasting?

A

It is generally classed as light, medium or heavy.
Distillers can choose between a light or heavy toast which is achieved by altering the length of toasting time.

25
Q

What affect does toasting have on the spirit?

A

It will generally result in more colour and extractives in the spirit than with charring. Although, this dependent upon the wood, levels of heat treatment and the spirit being matured.

26
Q

Is Sherry wood charred or toasted?

A

It is only toasted (not charred), usually over the flames of a little oak fire for about an hour. The level of toast can be specified.

27
Q

How do the flavour compounds released from bourbon wood compare to those of sherry wood?

A

The same compounds come out of both. The difference in flavour is due to the interaction with other congeners within the maturing spirit and to the different ratios of the compounds that come out.
In the sherry wood you get more of that dried fruit, Christmas pudding and sherry flavour.
Whereas the bourbon wood is much drier wood flavours. You often get a pencil shaving type of note as well as all of the more familiar vanilla and buttery tones.

28
Q

What are the features of the Bourbon cask?

A
  • Generally made from American white oak (quercus alba)
  • Holds 200L
  • made from ~30 staves
  • Staves are steamed & bent into shape, prior to being heat treated.
29
Q

What are the features of the Sherry cask?

A
  • Generally made from European oak (quercus robur) (sometimes made from American oak)
  • Holds 500L
  • Made from up to 50 staves
  • Staves are doused with water as they are heated over an open flame before being bent into shape
30
Q

How does the number of cask uses compare to the used of a tea bag?

A

Casks used multiple times will eventually get to a stage of exhaustion. The more times you use it the less flavour and colour it has to offer.

31
Q

What is cask exhaustion?

A

When a cask has been used so many times that maturation will take place at such a slow rate it is no longer usable in its current form.

32
Q

What is cask rejuvenation?

A

This occurs when a cask is de-charred and re-charred.
* De-charring: when a few millimetres of wood are shaved from the inside of the cask, revealing a new layer that can be re-charred.
* Re-charring: a ‘red layer’ is produced in the wood under the char. This red layer is where the lignin thermal degradation has occurred.

33
Q

How is it that compounds are extracted from the wood in cask maturation?

A

Oak is made up of many compounds, many of which are soluble in water or ethanol. Therefore, during maturation as the liquid interacts with the wood molecular structure (moves in and out of the wood) some of these compounds can be extracted.

34
Q

Name some of the more influential compounds that are directly extracted from wood casks.

A
  • Lactones
  • Vanillins
  • Tannins
35
Q

Name the compounds that are generated and then extracted through the process of lignin heat degradation.

A
  • Acids
  • Sugars
  • Aldehydes
  • Vanillins

This is when the inside of the casks are either toasted or charred, thus breaking the lignin (structure of the wood) down into other compounds.

36
Q

What are the 2 types of reactions that occur in the cask during maturation?

A
  • extractive
  • oxidative

Both are required to ensure good maturation.

37
Q

What are extractive reactions?

A

Where the whisky takes up or extracts the available oak degradation compounds formed during cask maufacture.

These derive from the natural oak polymers comprising cellulose, hemicelluloses, lignin, oak tannins and the char layer. The pyrolysis process occurring during cask maufacture delivers breakdown compounds of varying degrees.

38
Q

What are oxidative reactions?

A

They are reactions occurring in the cask during maturation. This results in various flavour adjustment by mean of naturally occurring reactions during maturation. During these reactions, ethanol, organic acids and aldehydes react to varying degrees to form further compounds.

39
Q

The charred layer in ex-bourbon casks acts to remove some of the deleterious aromas such as sulphur compounds. Where do these compounds come from?

A

They may have formed during the distillation process, particularly where worm tub condensers have been used or the distillation has been run too fast.

40
Q

How does the new make spirit contribute to the maturation process in oak casks?

A

The various esters and organic acids present in new make spirit and their levels change during maturation.

41
Q

What are the 4 ways the cask can influence the flavour of whisky?

A
  1. Alcohol strength
  2. Type of wood
  3. Secondary maturation
  4. Virgin or refill casks
42
Q

How does alcohol strength influence the flavour of whisky in cask maturation?

A

Certain compounds are extracted more efficiently by the water phase while others in the ethanol phase.
The filling strength (alcohol concentration that the new make spirit is at when entering the cask) is vital. Some compounds such as lactones are more soluble in higher alcohol concentration, so would have more influence on flavour if the filling strenth was higher. The opposite is true for compounds that are more soluble in a lower alcohol concentration.

43
Q

How does the type of wood influence the flavour of whisky during cask maturation?

A

Different species of oak can contain differing proportions of extractive compounds, and they contribute a distinctive individual flavour profile in the final whisky.

For example, the cis-lactone compound produces a coconut type aroma and flavour and is more prominent in American Oak than in European Oak.

44
Q

How does secondary maturation influence the flavour of whisky?

A

Different colours and flavours are obtained through the cask finishing process.
Ex-wine cask whiskies can deliver more complex extractive compounds in the spirit than ex-bourbon cask (American oak) produce. In has become commonplace for ex-bourbon cask whiskies to be finished in ex-wine casks. (e.g. sherry, port, madeira, chardonnay)

A port cask can impart a light reddish colour and sweet, chocolatey flavours.
Red or white wine casks will produce a different range of colours and flavours.

45
Q

Which distillery is a pioneer of the secondary maturation approach?

A

Glenmorangie

46
Q

How does Virgin or refill casks influence the flavour of whisky?

A

A virgin cask will impart extractives relatively quickly compared to a refill cask. A first-fill cask will impart more flavour than a second-, third- or fourth-fill cask.

Great care has to be taken using virgin or new oak casks in the Scotch whisky industry as the levels of extractives can be too high. Some distilleris introduce new oak only to their grain whisky inventory. After a number of years, these casks can then be used for maturing malt whisky.

47
Q

What is the most important variable in whisky maturation after wood?

A

Time

48
Q

Name the 3 types of warehousing systems used in Scotland.

A
  1. Traditional (dunnage)
  2. Racked
  3. Palletised
49
Q

Describe the traditional (dunnage) warehousing system.

A

Built with stone walls and sand floors, these are traditionally used on all sites. Stowed on wooden rails, the casks could be stored to 2 or 3 high.
The atmosphere, temperature and humidity in a traditional warehouse stays relatively contant which is ideal for Scotch whisky maturation.

50
Q

Describe the racked warehousing system.

A

This is a modern alternative for warehousing and is generally used at large central sites. The racks are all made of steel (but could be made of wood). Casks can be stored to a height of 12 or 13.
To ensure an even exposure to temperature variances, casks can be rotated from the warmer top levels to the cooler levels, however this is generally not required in Scotland.
These warehouses tend to be drier and less humid, unless there is a base floor which has earth rather than concrete.

51
Q

Describe the palletised warehousing system.

A

This is the most modern warehousing system. Casks are placed on their end on pallets and stored together in a large space. There is no requirement for stows, so this system is a very effective used of space.

This is used more for grain spirit than malt although more malt distilleries are starting to used this system. It remains to be seen whether this system will prove a success.

52
Q

What is the Angels’ Share?

A

This refers to the amount of ethanol and water that is lost due to evaporation during ageing.
During maturation, a proportion of spirit is lost through evaporation. Ethanol, water and some other congeners turn into gases inside the cask and gaseiou exchange can be lost to the atmosphere.

53
Q

In Scotland, how much of the cask volume is lost to the Angel’s Share?

A

Approx. 1-2%.
This is dependent on warehouse style and distillery location.
Temperatures at Highland coastal locations compared to those in upper Speyside can vary by up to 10°C.

54
Q

What percentage of spirit may be lost to the Angel’s Share over a 10 year period?

A

Anything from 10-20% of its liquid.
The quantity, rate of loss and maturation benefits are dependent on warehouse temperature, humidity, location and time.

55
Q

How does the maturation process in Scotland differ from Kentucky due to environmental influences?

A

In damp Scottish warehouses, liquid is broadly retained and strength is lost.
Hot summers in Kentucky create a fierce maturation process which leads to Bourbon gaining strength though losing liquid content.

56
Q

What are the climatic conditions relevant to maturation and how do they influence the ageing process?

A
  • Temperature: affects the rate at which both ethanol and water is lost during maturation. Higher temperatures = more losses.
  • Humidity: affects the relative rate at which ethanol is lost compared to water. The higher the humidity the greater the losses of ethanol over water.

Example: In Scotland the climate is cool and wet, meaning ethanol evaporates relatively more quickly than water, leading to a reduction in ABV in the cask over time.
In India, climatic conditions are much hotter and drier, meaning more water is lost relative to ethanol. This results in the ABV levels increasing over time.

57
Q

What percentage of the cask does the Angels’ Share in India typically account for?

A

10-15% of a given cask, per year.

As a result of a quicker maturation process, Indian whiskies tend to have a fresher, lighter character than their Scottish counterparts.

58
Q

How high can the humidity get in certain areas in Scotland?

A

Up to 90-95%.

59
Q

Why are especially old whiskies from India so rare?

A

The Indian climate can reach highs of 45°C in the northern plains and the west at the height of summer. These high temperatures result in large percentages of spirit lost to the Angels’ Share and puts severe limitations on the length of time it can spend in casks.

In 2019, Amrut launched their oldest whisky at 10 years which currently sells for over 800 pounds.