American
Whiskey
Similarities and
Differences
SIMILARITIES and DIFFERENCES is the method of understanding and
appreciating something by learning to recognize it's unique qualities. To
do that, you must first understand what it IS, by seeing how it fits into
a group with other similar things. And then you must learn to distinguish
what it ISN'T by noting how it differs from the others in that group.
Even though we're probably not aware of it, that's the basis for how we learn
to really understand everything in the world around us. We ask ourselves...
Of course, most of us aren't looking for an in-depth understanding of
everything in world around us. We're very selective about what to
pay that much attention to. Take mayonnaise, for example. Most of us enjoy
the condiment, and we might even have a favorite brand. But it's not likely
that we would travel long distances to spend a day at the Hellman's/BestFoods
plant or Kraft or any of the smaller plants that produce Kroger, Winn-Dixie,
Food Lion or whatever mayonnaise. Nor are most of us particularly interested
in the history of mayonnaise in America. Okay, now before we start receiving
lots of angry email from hitherto-unknown-to-us mayonnaise aficionados,
the same can be said of anything... including our beloved bourbon whiskey.
For all we know, there may be a mayonnaise Academy going on at Heinz this
very moment and if so, please accept our apology for choosing that product
as our example.
The fact is, people from around the world
are fascinated with what goes on in the background for only a few things
and the production of alcoholic beverages, from beer and wine to distilled
spirits, rank pretty high on that list (which may, indeed, include mayonnaise
as well).
Chris Morris, recent successor to Lincoln Henderson as the Master Distiller
for Brown-Forman distilleries, understands the process of making bourbon
very well. And he understands the process of conveying that information to
the rest of us even better. At 45, Chris has an extraordinary background
in bourbon, and alcohol beverages in general (before taking over as bourbon
guru, he was Marketing Director and Brand Manager for Don Eduardo and Pepe
Lopez tequilas). Both of his parents worked at Brown-Forman and, starting
while still in high school ("..my dad came home and announced that I was
an intern"), Chris has been employed in the liquor industry for over 26 years.
During this time, he has been associated with more distilleries in Kentucky
and Tennessee (ten of them) than anyone else in the industry. Before being
selected as Lincolns protégé, Chris served as marketing
director and company historian. If you take the
online virtual tour
of the distillery offered at the Early
Times web site, it will be Chris who guides you through many of the same
steps we will go through today.
He is joined today by our old friend (well, hes not so old, but he
is our friend) Michael Veach. Mike is an historian with a Masters
degree in History from the University of Louisville and an avid interest
in the Kentucky bourbon (both historical and gastronomical). Mike has
served as historical consultant for the Buffalo Trace and Heaven Hill
distilleries, and also for Brown-Forman, where he and Chris became friends
and colleagues in the study of American whiskey history. For the past several
years he has been employed by the prestigious Filson Historical Society in
Louisville, and he's also working on his own history of distilling in the
United States. From 1991 to 1996, Mike was the North American Archivist for
United Distillers International. We first met Mike shortly after that, in
his role of historian and archivist for the Oscar Getz Museum of Whiskey
History in Bardstown, and weve spent many a happy (if sometimes blurry)
hour tossing historical ideas and theories back and forth while pouring fine
bourbon into each others faces. It was Mike who called us ( on about
three days notice) and invited us to attend this event as his guest.
Chris is an expert at explaining bourbon-making, a complicated mix of science
and art, and he uses this Similarities and Differences method to make our
full day of learning about bourbon whiskey very effective (he uses the same
techniques when hes training industry professionals) and to hold the
interest of a small but intense group of bourbon enthusiasts for over seven
hours, in a way that would draw the envy of any preacher.. or college professor.
Oh, all right, its true that there are alcohol libations involved,
and secret wonders to behold, such as are rarely opened to mere mortals like
us. But in the hands of a lesser enlightener (a certain freshman U.S. Civics
& Government instructor comes to mind) even these wonderful props would
only make it easier to fall asleep.
Well, no one sleeps today.
And by the end of the day, not a single member of the group has not
asked a question or made a comment.
Whiskey
101
The event is being held at the beautiful
Labrot & Graham distillery,
just out of Versailles on McCracken Pike. We have visited the distillery
several times before, including a
similar
(but much shorter) event a couple years ago, hosted by Lincoln Henderson
and Wild Turkeys Jimmy Russell. This one begins at 10:00 in the morning,
and we leave home in plenty of time to get there (Linda lied and told John
it would start at 9:30. "John time", she calls it). The weather has been
somewhat threatening, with talk of snow and ice to follow the storms weve
been having all week. But, other than a snow squall or two, it isnt
bad at all, and we actually have sunshine and blue sky for much of the day.
Except for the distillery tour itself, we will be spending the entire day
in the conference center, a separate building, with a full kitchen, located
among the distillery buildings and designed for presentations, dinners, and
other social functions. This is where we ate dinner when we were here for
the Bourbon & Bluegrass event. It also contains Elijah Pepper, the most
social and human-friendly of the many distillery cats. Elijah makes it his
business to greet each of the guests before retiring to sleep in a sunbeam
coming through the window.
Chris begins with what he calls "Whiskey 101", a rather comprehensive look
at the basics of American whiskey. We will begin with where whiskey came
from and how it got to be the product we know today, and then we'll look
at the five elements that define and shape a particular style of whiskey.
What they all have in common, and what makes one unique from another.
Similarities,
The Origins of American
Whiskey
Chris explains that fermented beverages have existed in nearly every human
culture, as far back as our history goes. Mike reinforces that by pointing
out evidence that the making and trading of beers (fermented grain) and wines
(fermented fruit) can be found in the most ancient of ruins. Likewise, the
art of distilling has been known for thousands of years. But its introduction
into whiskeys European culture came from the Islamic Moors who ruled
what would later become Spain. These Arabian descendants used the distillation
process in many fields, including industry and science, extracting the spirit
from fermented fruits (and perhaps grains as well) which they called "Al-Kuhl"
and which we call "alcohol".
Chris
moves directly from here to Scotland and Ireland and the Celtic word
"Uisquebaugh", from which we derive the modern word "Whiskey" (or "Whisky";
more on that later). But there is a little more to the story (isnt
there always?) and its kind of amusing how different cultures can see
the progress of history from different directions. Because, you see, although
the Irish word "Uisgae-Beatha", meaning "Water of Life", may date from as
far back as the sixth century (900 years before the earliest records in
Scotland), there is reason to suspect that whiskeys origins date back
even further, into the grape vineyards of the Iberian peninsula. But its
not likely that the Irish monks learned about distilling from the Spanish
Muslims.
Their
very use of the term "Water of Life" tells us where the origins probably
were, and thats because of a simple mistake
Manufacture and trade of distilled beverages is not generally associated
with the Islamic Arabs and Berbers of Andalusia (Spain). Their interest in
alcohol is said to be mostly for its solvent value; alcohol was the primary
solvent for perfumes, cosmetics, and medicines. Of course, they could hardly
have failed to notice its important anesthetic qualities. However it wasnt
until after Charlemagnes conquest that we begin to see fermented beverages
undergoing distillation by French monks to obtain the ardent spirit for brandy
and liqueurs. Interestingly, the French called this spirit, "Eau de Vie",
literally "Water of Life". And thats the simple mistake. The French
term is a direct translation of the Latin "Aqua Vitae", which also means
"Water of Life", but it appears thats not what the distilled spirit
was originally called. The French monks use of the Latin term came
from the common Spanish name for alcohol, "Acqua de Vitae" which means, not
"Water of Life", but "Water of the Vine" (or "Grape Liquor"). A little more
mundane than the esoteric alchemists word for the fundamental elixir
of life, perhaps, but it does indicate that distilled brandy from the vineyards
of Jerez may have been enjoyed in Islamic Spain before reaching the Roman
Catholic valleys of Cognac.
Charlemagne and the French monks were familiar with the monks from Ireland
who worked closely with them to establish Christian order as the Moors were
driven out of Spain. It is very likely that the art of distilling fermented
products was brought to the barley beer makers of Ireland at that time. And
thats how the (mistranslated) "Water of Life" phrase came to be applied
to grain distillate in the islands of the Erse, where it became "Uisgae-Beatha"
, and later in the lands of the Celts, Welks, and Angles, where it was known
as "Uisquebaugh".
And its from these terms that we get the modern word "Whiskey".
Or is it Whisky? Chris points out that the Irish distillers always spell
it with an "e". The Scots always spell it without the "e". Canadians spell
it "whisky", and Americans spell it "whiskey". That is, except when we
dont. Which is often. Chris company, Brown-Forman spells it "whiskey"
on the Woodford Reserve bottle, but "whisky" on both Old Forester and Early
Times. Their Tennessee product, Jack Daniels is Whiskey, but the only
other existing Tennessee whiskey, George Dickel is Whisky. So is Makers
Mark. According to Chris there is no official "correct" spelling, despite
the heated discussions that are sometimes held on this subject in taverns
and pubs on both sides of the pond. And in Japan. And in Sweden. And Australia.
And everywhere.
While working up this web page, John has discovered that Chris isnt
100% right about that, and the whole truth turns out to be even funnier than
youd imagine
According to
Charles Shields the officially
defined spelling of whisky in Scotland included the "e" until the early twentieth
century. And upon looking up Title 27 Chap.1 Part
5 of the Bureau of Alcohol, Tobacco, and Firearms, which is the legal
definition of all distilled beverages made or sold in the United States,
we find that it spells the word "whiskey"
. But only once, on page 55.
It uses "whisky" (without the "e") exactly one hundred and eighty seven times.
Well, I guess that should put an end to that question once and for all, huh?
Chris also touches on the history of whiskey in America, bringing up the
Whiskey Rebellion and George Washington, which Mike Veach will show us in
more detail during his presentation.
The Five Sources of Whiskey
Flavor
In the second part of our Whiskey 101 session, Chris introduces us to the
five factors that determine the nature of a particular whiskey.
These
five Sources of Whiskey Flavor are the foundation, floor, framework, siding,
and roof of the whiskey they determine its very character and soul.
One by one, Chris examines each with us, showing the various choices and
how each affects the final product. What follows here is only a brief outline.
The GRAIN
In Ireland, the grain used is barley. Just barley, except that neutral spirits
are added to make blended Irish whiskey. And most Irish whiskey is blended.
The neutral spirits are distilled from wheat or maize (what we call corn
in America), but there is no distinctive flavor (thats why theyre
called neutral spirits), so the only flavor element is the barley.
In Scotland, barley is also the only grain that contributes flavor. But the
flavor is different. Partly thats because the Scots tend to malt all
the barley, while the Irish malt only a portion and let the enzymes convert
the rest of the starch. Malting is the process of dampening the grain and
allowing it to begin to sprout. Like when you set seeds out on a damp paper
towel to sprout before planting them in a seed tray. Except that with the
malted barley, the process is halted as soon as it starts. Were not
trying to grow new barley; were just trying to get nice juicy,
enzyme-enriched material to ferment. So, in Scotland, they tend to malt all
the barley, and once it starts it has to be stopped very fast. Thats
done by building a fire under the grain and letting the low heat and smoke
kill the process. It also changes the flavor of the grain, and thats
where one of Scotchs most distinctive characteristics comes from.
Especially in the western islands, where the material they burn is peat,
a kind of half-seaweed that grows in bogs along the coast. In the United
States, most straight whiskey is made from a mixture of three grains. The
requirement is for one usually either corn or rye to make up
over half of the grain in the mix with the others adding flavor. Neither
of those grains malts well, so the third grain to be added is nearly always
malted barley. By law, bourbon must consist of at least 51% corn, but in
reality the percentages are always much higher; 70% - 78% is pretty common.
And altering the proportions of these grains even a little can have a profound
effect on the finished whiskey, as we will soon see. In addition to the type
and proportion of grain, other factors include how dry or moist the grain
is (dry is good; stale is not), where it is grown (corn is often local or
neighboring states; distillers must often search as far as Minnesota or Canada
for acceptable malted barley), and how it is ground (fists have flown over
the relative merits of hammer mills versus roller mills, for example).
Does the distilled spirit "care" about all this? Certainly it does, although
perhaps not as much as you might think. But the fermentation does,
and thats a good example of how each of these five factors is dependent
upon one another. Read on...
The WATER
The FERMENTATION
And they multiply. Boy, do they ever multiply! A few gallons of hungry yeasts
introduced into a 12,000 gallon vat of mash can turn it into a rolling,
bubbling cauldron in just hours. Yeasts aren't warm-blooded -- the single-celled
creatures don't even have blood -- but the activity alone is enough to raise
the temperature of a fermenting vat enough to warrant cooling coils in some
cases. It looks even more active than it is, because the fermenting vat is
rolling with big bubbles as if it were boiling. It isn't. The bubbles are
carbon dioxide gas, one of the byproducts of this yeasty bacchanal. The other
byproduct is alcohol, which is why the distiller is doing all this in the
first place. In three to five days most of the sugars and nutrients the yeast
eat will be gone, and the level of alcohol will have reached about 8%, which
is too high for the yeast to live in. So they stop reproducing and die. You
can learn more in a distillery than just stuff about whiskey... here's a
very graphic demonstration of environmental pollution issues that reach far
beyond the mash tubs of Kentucky.
Eating and reproducing; that's about all there is to life as a yeast. That,
and fighting off other yeast colonies. There are thousands of yeast varieties
(strains) lurking about any given location, ready to descend upon a nice
rich environment. Most of them don't eat the exact same nutrients, which
means they leave a differently polluted environment, and that means the whiskey
distilled from that vat will have very different characteristics. More often
than not, whiskey made from such a mash will be unacceptable. The distiller's
goal is to have every mash produce the same, consistent finished product,
and that means carefully controlling the activities that go on in the fermenters.
One way the distiller maintains this control is by not letting nature decide
which of the thousands of yeast strains will become the dominant one. Every
distillery maintains it's own, carefully tended strain of yeast. Keeping
the company yeast healthy and fresh and ready to rock'n'roll is one of the
most important tasks the distiller does. Right from the start, a fairly large
dose of this yeast is introduced into the mash and allowed to gain a good,
solid foothold. By the time a wild strain discovers the new mash and begins
to move in (with their leather jackets and chopped motorcycles, no doubt)
the homeboys will have already had a chance to gain strength and fortitude,
and thus drive the intruders away. Or at least keep their numbers down. Some
of the most talented distillers encourage multiple yeast colonies for the
additional flavors they produce. Jack Daniel's uses four house yeasts for
just that purpose.
Yeast, and more importantly for the distiller, the type of environment they
leave behind, are strongly affected by the environment they start off in.
And that's at the micro level. Which is the main reason that small variances
in the nutrients in the grain, the proportion of one grain to another, the
chemicals in the water, and so forth can have such a profound effect. Consistency
is the most important goal of the distiller. If everything is consistent
from one batch to another, and something is wrong with one particular mash,
it's not difficult to discover what it is and how to correct it. But there
are a lot of variables, and altering one will affect some or all of the others.
The distiller has to juggle all these, and he only has a few days (sometimes
just a few hours) to do it.
Other important factors that make up the fermentation environment include
the temperature at which each ingredient is added and how long its
maintained at that temperature, the size and even the shape of the fermenting
tank, and whether its made out of steel, copper, redwood, or cypress,
the temperature at which the yeast is added, what yeast is used and how is
it propagated and maintained, how big a slug of it is added to the fermentation
tanks, and whether thats all at once or in stages, is there only one
yeast or several, and dozens of other variables. Including the composition
of the water. And the real trick for the master distiller is to keep each
"Tank of a Thousand Variables" as close to identical with all the others
(past and present) as possible. That guy you remember seeing on Ed Sullivan
spinning the plates on the poles had it easy by comparison.
The DISTILLATION
At Labrot & Graham, Brown-Forman wanted to revive the old methods of
using copper pot stills, but they needed a way to include cooking the mash
in the copper still as part of the process. They could have simply strained
off the liquid and distilled that (there are no legal requirements to include
the solids), but that would have altered the flavor and made the resulting
whiskey something that wasnt "bourbon". On the other hand, pouring
bourbon mash into a pot still would ruin the whiskey, and probably the still,
too. What they did to resolve that dilemma was to have a third pot built,
larger and slightly different than the other two. This really isnt
a still, in the normal sense of the word, since the proof is about the same
leaving it as it is going in. Chris characterizes this apparatus as a sort
of centrifugal cooker. The mash, with solids, is blown into the pot and against
the hot inner wall, where it circulates, cooking the grain solids and allowing
the liquid to drain out. The liquid is directed to the second pot, which
is the first actual still, along with the steam rising from the cooking mash.
So what goes into that still is really liquid wash, the same as it would
be in a Scotch or Irish distillery, along with the condensed steam laden
with flavors obtained from the cooked mash which are unique to bourbon.
Everything in the process at Labrot & Graham is copper. Some of
the four-story tall column stills used at the other distilleries are all-copper,
too. Others are stainless steel, but even those contain copper elements. We’ve
heard stories that distillers put copper tubing, plumbing parts, and even scrap
copper into the steel stills to provide copper surfaces for the whiskey vapor to
contact, as a means of adjusting the flavor.
In an Malt Advocate Magazine article about copper stills, Lew
Bryson interviewed Chris, and also Lincoln Henderson. They pointed out that the
copper's function is mainly in reducing the effects of sulfur. Sulfur is a
natural component of the grain itself, and can also come from bacterial
infection during fermentation.
When the mash is distilled, these sulfur compounds wind up in the
spirit. The copper in the still causes the sulfur to combine with the copper and
form copper sulfate. Aside from the copper sulfate there are other oils and fats
from the grains and these combine with the copper sulfate as well to form a
black compound. Lincoln Henderson noted that this black compound is quite heavy
and greasy, especially at Woodford Reserve, because of the corn used for making
bourbon. Corn (maize, actually) is abundant in corn oil. Chris Morris calls this
corn oil-copper compound Grunge and it is responsible for the distinct heavy
copper smell and taste in the product. It is also difficult to remove from your
skin. According to Chris Morris the grunge starts at the top of the gooseneck,
the lyne arm and all the way through the condensation structure. Apparently this
effect works the other way in copper mining, in this case fats and oils are
introduced into a solution heavy in copper to extract the copper from the base
solution.
Chris explains that the Grunge is actually a polymer called ethyl
carbonate and the copper essentially cleans this out of the spirit. Most
food-grade equipment is made from stainless steel, and when the distillery
business was starting over from scratch after the repeal of national prohibition
a lot of distilleries started to utilize stainless steel stills. When this
occurred they noticed immediately the difference between copper and stainless
steel stills. In his article, Bryson points out that Seagrams did extensive
research to figure out what was going on. Chris notes that at Jack Daniels 100%
copper column stills are used, while at Old Forrester a hybrid stainless and
copper still is used. In the hybrid still all the internal infrastructure of the
still is copper. Lincoln interjects that they also throw a lot of copper pieces
into the top of the still, basically just a bunch of short sections of copper
tubing, which lasts until it disintegrates. The scrap tubing that they put into
the still at Brown and Foreman last about 3 years and when it is eventually
removed it is very brittle, about the thickness of paper and will crumble in
your hands.
So is what part of the distillate you elect to keep. Although most of what
vaporizes from the mash is ethyl alcohol (ethanol), there are dozens of other
alcohols that will evaporate below the boiling point of water. These include
all the elements that give new whiskey its flavor (since ethanol has no flavor).
They also include such lovely ingredients as propanol, methanol, and benzine.
Some of these unwanted distillates vaporize at lower temperatures than ethyl
alcohol and others at higher temperatures.
Part
of the skill of the whiskeymaker is letting the vapors from the still bleed
off until the right temperature is reached before directing the flow into
the condenser, then diverting the flow again when the temperature has risen
high enough to pick up other foul elements. This is called handling the Heads
& Tails, sometimes known as the Foreshots & Feints.
By law, whiskey must be distilled at no higher than 160 proof (80% ABV).
This is a quality assurance measure. Remember that ethyl alcohol has no flavor.
The flavor in distilled spirit comes from other chemicals that vaporize with
the alcohol. These are call congeners. Alcohol distilled at lower proof has
more impurities (in the form of these congeners) than high proof alcohol,
and most fine bourbon is distilled considerably below this proof. 160 proof
is generally thought to be the highest you can go and still maintain an
acceptable level of whiskey flavor. There is no lower limit, but economics
suggests that the level be kept fairly high. Besides, at lower proof levels
it becomes tricky (i.e., expensive) to stay within the limits that prevent
really bad flavors from being included.
One thing to consider is that, all other things being kept equal, whiskey
distilled at a lower proof will carry more of the grain and fermentation
elements into the barrel, and the lower alcohol level will tend to extract
less of the flavors available in the oak barrel itself. So the flavor of
the grain will make up a larger portion of that whiskeys total flavor
than will flavors from the wood.
If the otherwise identical whiskey
is distilled at higher proof, however, it will take less grain flavors into
the barrel and be capable of extracting larger amounts of tannin, sugars,
and vanilla, resulting in a finished whiskey very different in character
from the first example.
Of course, thats if all other things really are equal. Such as
The MATURATION
And American White Oak is tough. Remember that most of these barrels can
only be used once and must then be sold to someone else. Barrels that dont
hold up wont bring a good price. And, unlike wine barrels, whiskey
barrels tend to be moved and rolled around a lot. Wine likes to sleep in
its casks, with as little movement and variation in temperature as possible.
Whiskeys maturation process is active. It wants to expand into the
wood during the hot summer days and be sucked back out as it contracts during
the cold winters. In some distilleries, it wants to be stored in the
135º/summer, 20º/winter upper floors of the warehouse a couple
years, then be brought down to the constant 55º lower middle floors
for the next year or two. Some distillers (Brown-Forman is one) use heating
and cooling systems to create climate variations in the warehouse as needed,
without regard to the calendar year. And just how many years, or how many
cycles, makes a big difference in the character of the finished product.
As does the type of warehouse its maturing in. A low one or two-story
warehouse made of brick or stone?
An
eight-story high rack of barrels with a thin frame around it covered in sheets
of steel. On top of the hill? On the side? In a valley? Painted black? White?
Heaven Hill has warehouses scattered all over the place. Wild Turkey leases
warehouses in several counties, and you can bet that distiller Jimmy Russell
and his son Eddie know just what to expect from each location on each floor
of each one of them.
In the case of Tennessee whiskey, such as Jack Daniels, there is
another step to the
maturation process that isnt present in any other type. Nearly
all whiskey is run through a charcoal filter before bottling, but Tennessee
whiskey goes through a long process of charcoal "mellowing" as soon as it
leaves the still and before being placed into the barrel. The whiskey is
dripped slowly through a ten-foot vat of sugar maple charcoal pieces, which
remove some of the harsh-tasting elements and cause the whiskey to be smoother
in mouth-feel. It is this mellowed whiskey that is then aged in the new charred
oak barrels. The process takes over a week to complete and Chris points out
that it is not filtration, the way a charcoal filter would be. While the
activated charcoal in a filter is measured in microns, the chunks of charcoal
in the mellowing vat are about the size of a fingernail. They dont
really remove anything, but they do react with the elements in the whiskey
in a beneficial way. The resulting flavor is altered, however, and thats
the chief distinction between Tennessee Whiskey and Bourbon.
Chris says that all the other factors Grain, Water, Fermentation,
and Distillation account for only about 40% of the final character
of the whiskey.
New Make Whiskey -
Similarities,
and Differences
And that completes Whiskey 101, Chris introduction and background.
Now its time to see just what sort of differences all these variables
(or at least some of them) can make. To do this, Chris has brought along
some examples for us to use. This morning we will be learning to recognize
the similarities and differences among whiskeys that have had no influence
at all from maturation. These are not what youd buy in the store. Indeed,
outside of training and educational events such as this one you cant
obtain these whiskeys at all. These are "new make", essentially
raw-from-the-still "white dog" which has been reduced to a tame 80 proof
for the purpose of comparison. Chris points out that in the day-to-day world
of testing and tracking whiskey, the tasters often work with new make at
only 40 proof. Tasters also usually dont swallow the samples theyre
tasting, but our session will be more enjoyable if less accurate.
In front of each of us is a paper placemat printed with positions for Early
Times, Old Forester, Jack Daniels Pre-Mellowing, Jack Daniels
Post-Mellowing, and Woodford Reserve. There is a glass at each position.
Chris passes the bottles among us and we can pour as much as we like into
our glasses. About an ounce or so seems appropriate. Once the glasses are
all poured, Chris begins by introducing us to two whiskeys that are very
closely related, yet quite different from one another
Early Times and Old
Forester
There is a trend among the distillers of premium whiskeys (especially single
malt scotch) to brag about not being chill-filtered. And some bourbon distillers
(or at least the marketing departments) are beginning to jump on that bandwagon,
too. But if you think about it, that position doesnt make much sense
when applied to fine bourbon. At the legal minimum (for bourbon) of 80 proof
a lot of flavorful material must be removed to prevent the haze. But as the
percentage of alcohol increases, the tendency toward cloudiness decreases
dramatically. So the amount that must be filtered out becomes less. As the
alcohol level crosses over 100 proof (50%), whiskey reaches a point where
it isnt prone to develop a haze at all. Most fine single-malt scotch
is bottled at between 80 and 90 proof; only a few reach above 50% alcohol.
But nearly all of the finest bourbon is at least 100 proof, and sometimes
far above that.
Although we didnt do this today, Linda and I have tried an experiment
that nicely illustrates the subject of chill-filtration. To do this experiment,
you need only obtain a bottle of 80 proof bourbon and another of higher proof
(at least 100; more is better). Now simply pour a glass of each and add as
much clean, pure water to the higher proof drink as is needed to bring it
to about the same level as the 80 proof. Only a few drops should be needed.
Youll quickly see just how much of the flavor was lost in bottling
the heavily-filtered lower proof version.
But Chris doesnt include these whiskeys to show us the effects of
chill-haze. Thats just a little added bonus, brought to us by Mother
Nature (in the form of sub-freezing temperatures well below the average in
this part of Kentucky, even for January). What Chris wants to illustrate
for us here are the similarities and differences in bourbon whiskeys when
the maturation factor is not present. To do this, he is presenting two examples,
both produced at Brown-Formans Early Times distillery in Shively. One
is whiskey that would have eventually become Old Forester bourbon, the other
would have become Early Times.
Technically, neither of these products could be sold as "bourbon", or even
"whiskey", since neither has ever touched the inside of a new charred oak
barrel (or any other kind), but they make a fine pair of educational devices.
Chris has us start by "nosing" the Early Times. This whiskey is made to be
simple, straightforward, and inexpensive. The finished, aged product is intended
to satisfy drinkers who want a smooth, mild-flavored whiskey to enjoy in
a mixed drink. Chris invites us to share our impressions of the odor and
aroma, and everyone quickly agreed that the smell of corn is very present.
Later, when we actually drink and taste it, the uncomplicated taste of the
corn is especially pronounced. If youve ever tasted "Georgia Moon"
(the commercial product thats sold in Mason jars, not the home-made
variety also often served that way) youll have a good idea of the flavor.
Thats an unaged, raw white 80 proof whiskey, too, but its pure
corn whiskey. Early Times uses a classic bourbon formula, but theres
a high proportion of corn in the mix and the flavors of the other grains
are not emphasized.
Then we try our sample of the Old Forester product. Now, in real time we
actually do all the nosing of all the new make whiskeys first, then go back
and do the tasting. And its all there at once and we can skip about
and go back and forth as we choose. But it makes more sense to write it this
way, to show what were learning about the similarities and differences.
Chris teaches almost as much in an aside or by answering a question about
something were not even covering as during the "planned" part of the
seminar, so what you see here is, itself, only a "taste". You really have
to be there to get the full impact.
Old Forester is Brown-Formans flagship brand. It is the brand that
George Garvin Brown founded the company on and the brand that CEO Owsley
Brown II offers with pride today. Made in the same distillery as Early Times,
made by the same distillers, using the same corn, rye, and malted barley
(but in different proportions), fermented in the same tanks, it will take
a very different path through the maturing phase and become a very different
whiskey. Well see that this afternoon as we explore these whiskeys
in their fully-aged and ready-for-consumption condition. In fact, in the
United States market, only Old Forester will even be bourbon.
As
part of its flavor profile, some of Early Times U.S. product
will be aged in used charred and new uncharred barrels, and will thus be
labeled "Kentucky Style Whiskey", not "Straight Bourbon Whiskey". Chris explains
that Old Forester is not exported overseas, so the role of Brown-Foremans
bourbon outside the country is filled by Early Times Straight Bourbon Whiskey
(aged only in new charred oak barrels).
But at this point in their young lives, these two brothers are much more
closely related. Still, the differences are anything but subtle. Like the
Early Times (and common to any bourbon) there is corn in the aroma and the
flavor. But in Old Forester the corn isnt as dominant. The overall
flavor is much spicier and fruitier. And balanced. Where the Early Times
whiskey seems to grab the sides of your tongue, the Old Forester flavors
touch all around your mouth, ending in the middle of the top of your tongue.
Tasting the two side by side really makes that clear. And this demonstration
really illustrates what Chris has told us about the effects of fermenting
and distillation on bourbon. For example, a different strain of yeast is
used for each, and the length of time they ferment is also not the same.
Early Times uses a yeast strain they call 1A and ferments for three days,
while Old Forester uses a strain called 1B and ferments for five days. Chris
said they tried fermenting it for only three days and it tasted terrible.
Later, when we add the premium Woodford Reserve to our repertoire, there
will be a new dimension to be learned, as we become aware of how a completely
different type of distilling process (distilling mash in the Labrot &
Graham copper pot stills) affects what is essentially the same grain formula,
yeast, and fermenting style as Old Forester.
Weve visited many distilleries, and weve sampled many, many different
aged bourbons. Weve also sampled our share of white dog and similarly
unaged whiskey. But this is the only time weve had the opportunity
to compare and learn so much about bourbon in its infancy. And oh, what a
fascinating infant it is!
Jack Daniel's Tennessee
Whiskey
What disqualifies Jack Daniels as a bourbon is the extra process of
charcoal mellowing we mentioned earlier. Thats also the whiskeys
claim to fame and one of the reasons for its being the most popular
American whiskey in the world. The reason it's unacceptable is that the mellowing
step (its also called "leaching", but not by the company) imparts a
flavor (maple smoke?) to the whiskey, and that's not allowed under the
specifications for bourbon.
Okay, so now we are looking down into two crystal clear glasses of unaged
Jack Daniels whiskey. One is just as it comes from the still (except
diluted to 80 proof). The other is the same product after it has been run
through 10 feet of the Lincoln County Process and become Tennessee Whiskey
(and reduced to the same 80 proof). Other than that theyre identical,
so what we have here is a close up examination of just how much a difference
this process can really
make.
We smell the first sample. Or at least we think we do. There is hardly any
distinctive aroma, not at all like either of the bourbon products. Not even
a corn smell stands out. The post-mellowing sample has acquired a slight
(noticeable but not strong, and really quite pleasant) smoky aroma. When
we taste the samples the differences are much more evident. The un-processed
sample is rather harsh, while the taste of the mellowed whiskey is remarkably
smooth and balanced, considering that this is unaged whiskey. John notes
that, in the days when the customer brought his jug and filled it with clear,
white whiskey directly from the still, a distillery that offered the mellowed
product would be worth traveling all the way to Lynchburg for, and that was
probably the basis for much of Jack Daniels early success. Of course,
the smoky, slightly burnt taste (Mike calls it phenol) is very much present,
even more so than it would be in the aged product. But if youre a fan
of Jack Daniels and you appreciate that particular flavor youd
really love the mellowed but unaged sample were trying. By the way,
Chris mentions that they use four different yeasts to ferment the mash for
Jack Daniels whiskey.
Oh, and also by the way, Reagor Motlow proprietor of Jack Daniels
in 1943 when the "not a bourbon" decision was handed down might be
a good candidate for the "Spin Doctor of the 20th Century" award. From the
moment the letter of notification was received, Motlow began a very successful
campaign, carried on by Brown-Forman after they purchased Jack Daniels
in the 1960s, to educate people to appreciate that the U. S. Government
had established the special category of "Tennessee Whiskey", that was distinct
from Bourbon. The fact is, however, that the letter doesnt say that
at all. It only says that Jack Daniels cannot be labeled "Bourbon"
and suggests that it may still be called "whiskey". The Bureau of Alcohol,
Tobacco, and Firearms official definitions of whiskey (and all spirits) makes
no reference at all to Tennessee Whiskey. In other words, the category (like
their position as Distillery No. 1) exists only in the Jack Daniels
marketing department.
John says that there is a sixth source of whiskey flavor that Chris didn't
mention. Some (maybe more than some) of the more idealistic enthusiasts will
shudder at the mere mention of this, but John believes that
The
ATTITUDE of the whiskey should be added to
the list. And Jack Daniel's just may have more attitude than all the other
brands together. The way John puts it is this: if you REALLY want PURITY,
then drink vodka. Everything wonderful about whiskey is the result of impurities.
Specifically, the art with which the distiller manipulates those impurities
to produce a delicious and enjoyable product. And to tell the truth, the
"truth" itself might be one of those impurities. We learned that the shape
of the still can affect the final product; but doesn't the shape of the bottle
have just as profound an effect on the drinker? You might disagree, but the
folks who designed Woodford Reserve's beautiful flask surely think so. Is
whiskey that is brilliantly clear and dark more desirable than whiskey that
is thin-looking and cloudy? Does Jack Daniel's taste better, "knowing" that
it's a special kind of whiskey? Or that it's "the first registered distillery"?
Or that the distillery employees like to sit around in the afternoon and
whittle? Or that Frank Sinatra loved Jack Daniel's so much that he ordered
a bottle to be buried in his coffin with him? Well, yes it certainly does.
Millions of Jack Daniel's drinkers (and the Brown-Forman marketing staff)
understand that. That ATTITUDE affects the flavor and quality (the human
kind, not necessarily the measurable kind) just as much as the grain, water,
fermentation, distillation, or maturation does.
We knew all that before we came the Academy today. What we DIDN'T know, because
the comparison isn't available to people except at events such as this, is
whether the highly-touted "charcoal mellowing" was real or just another nice
marketing idea. The answer is, it's real, all right. Very real. That mellowing
step has a profoundly beneficial effect on the whiskey. It would be interesting
(but probably not worth the cost) to barrel and age some Jack Daniel's without
the mellowing step, just to see what it would be like. From the taste of
the new make, it would seem that it wouldn't be very successful. The mellowing
step is a vital part of Jack Daniel's identity. Although we didn't cover
it very thoroughly (distillers never do, for some reason), all of the bourbon
that is distilled in those giant column stills goes through a second distillation
process afterward. The step is called "doubling" and it's a lot like a pot
still. Jack Daniel's doesn't have a doubling step. The mellowing process
takes the place of that step, and the result is quite different from bourbon
(or any other whiskey for that matter). It's funny, we came to a Kentucky
distillery, the pride of a Kentucky distilling company that also happens
to own a Tennessee whiskey distillery. And we learned quite a lot about Kentucky
bourbon, including Woodford Reserve. But one thing that we really
learned to appreciate today was the uniqueness of Jack Daniel's Tennessee
whiskey, and that it extends beyond the image.
Even if we do still like bourbon better
Lunch
At this point we get the opportunity to enjoy a fine lunch prepared by Labrot
& Graham's excellent chef, David Larson. Two years ago, when we were
here for a dinner event, David presented four courses of gourmet-quality
cuisine, featuring dishes made with bourbon, and suitable for the finest
restaurants. Today he has set out an equally delightful lunch in a much more
down-home, almost picnic style. The main entrees are an oriental chicken
salad and barbecue sandwiches made with Woodford Reserve bourbon. The barbecue
is unusual, especially for this area, because the meat is beef rather than
pork. It's served sandwich-style on buns, in individual portions wrapped
with aluminum foil. The oriental chicken salad is served on a platter from
which we serve ourselves. Along with these are a big bowl of rich cole slaw
and basil potato salad. David has made chocolate cake with Woodford Reserve
bourbon for dessert. It's thick and rich and it goes soooo well with a glass
of bourbon. John and several others decide to hide a piece or two to enjoy
with the second tasting later this afternoon.
Elijah doesnt join us for lunch, but as Linda walks past the kitchen
she sees that theyre preparing a special plate just for him. Life sure
is rough when youre a distillery cat.
BEHIND-THE-SCENES TOUR -- Part
1
Chris now takes us on a tour of the Labrot & Graham distillery. Besides
being awesomely beautiful and meticulously restored, this site really is
one of the oldest commercial distilleries in Kentucky. Long before 1878 when
Leo Labrot and Jim Graham bought it, the distillery was operated by the Pepper
family (our favorite distillery cat is named after the founder, Elijah Pepper).
It was second-generation owner Oscar Pepper who hired an out-of-work immigrant
Scottish chemist, James Crow, to be his distiller. Crow brought a background
of scientific training to an industry that had survived pretty much on luck
up to that point. More importantly, as Chris pointed out to us this morning,
Crow brought the idea of documenting everything that was done and the discipline
to duplicate successful processes to the smallest detail. While folklorists
like to tell of Reverend Elijah Craig inventing bourbon as we know it, it
is James Crow to whom historians usually bestow the honor of Father of the
Kentucky Bourbon Industry. And it was at this very site where he did all
that. As we look across Glenn Creek, we're looking at the same hillside he
looked at. In fact, that old abandoned ruin of a house on the crest of that
hill used to be Oscar Pepper's. Dr. Crow probably visited there many times
himself.
Although we cover most of the same things shown on the public tour, there
is a closeness and personalized presentation that is unique to this event.
We cover the grains and how theyre processed, the way the grains are
mashed and fermented. See our page about
our
other visits to this wonderful distillery, and you can also take
Labrot & Grahams distillery
tour at their website. And we strongly recommend you take Chris Morris
own tour of the Early
Times distillery, as well.
Returning to the Conference Center, our next event is a slide show presentation
given by Mike
HISTORY of BOURBON
WHISKEY
Chris
had introduced us to some of the history of American whiskey in Whiskey 101,
but Mikes presentation is far more detailed. And besides, he has pictures!
In addition to telling us about whiskey history, Mike has brought along slides
with photographs from the Filson archives.
In the United States, corn is a very common grain from which to make whiskey,
but it wasnt always so. The original American whiskey industry was
built on rye. Barley doesnt grow all that well in the part of the U.S.
where the original colonists lived, and most of the original whiskey makers
werent barley-growing Scots or Irish anyway, they were German and Swiss
Lutherans and Mennonites who, along with the more conservative Amish, became
known as the Pennsylvania Deutsch. The grain they grew was the grain their
families had always grown in Europe, rye, and it was from that grain that
the American whiskey industry was born.
On the other side of the Appalachian mountains, in the western frontier valleys
of Virginia that would later become the commonwealth of Kentucky, folks were
settling on homesteads provided by the new federal government. If you would
agree to clear an area, build a home, and raise corn, you could get forty
acres of wilderness land for your own. This was very attractive, and many
people made use of Daniel Boones wilderness trail to settle in the
new frontier. They cleared the forest; they built their log cabins; they
tilled the newly-cleared soil and planted corn. And they were joined by a
small flood of people coming down the Ohio river from western Pennsylvania
after the Whiskey Rebellion who
would also now be growing corn.
Ah
yes, the Whiskey Rebellion. Maybe Abraham Lincoln was wrong. Maybe it
didnt take fourscore and seven years to test whether the new nation
could long endure. Maybe it didnt even take seven years. Maybe it only
took a determination to show that the new federal government could bring
overwhelming force to bear in any dispute that questioned its authority.
And thats what newly elected president George Washington did when the
whiskeymakers in western Pennsylvania declared that they would not pay the
taxes levied against them to support the Revolutionary War. Especially since
payment was not acceptable in the currency of their realm, whiskey, and had
to be paid using dollars borrowed from Alexander Hamiltons bank. Some
would say, of course, that the tax was levied more for the purpose of destroying
a competing local monetary system than for liquor control purposes, but whatever
the motivation, the result was that President Washington sent an army equal
in size to what was used for the entire Revolutionary War to put down a rebellion
that consisted of a single burned home, some tarring and featherings, the
disruption of mail service, and a lot of angry threats. The rebellion broke
up as soon as the troops began marching and ended with a couple of arrests,
who were later pardoned despite never actually being charge with a crime.
However, the whole affair demonstrated the superiority of the federal government,
a lesson that lasted another fourscore years.
Mike points out that neither the taxation on whiskey, nor the resistance
to paying it, were limited to western Pennsylvania. The exact same laws and
circumstances applied to Kentucky as well. But there were two very important
differences that caused the resistance in this area to be, well, covered
up.
In 1800 Spain sold the Louisiana Territory west of the Mississippi back to
France, and three years later France sold it to the United States. Trade
with New Orleans became profitable, and that included trade in distilled
spirits. John and Mike have long discussed the possibility that it was this
market of newly prosperous people of French descent and with French tastes
to which was directed a type of spirit, made from whiskey and aged (as is
cognac) in charred oak barrels to give it a sweetness and red/brown color.
To make it even more attractive, the spirit may have been given a name that
evoked French Royalty, in much the same way that there is Napoleon brandy.
Perhaps this new spirit was called "Bourbon". Its a non-standard theory
and one that Mike is researching, and John feels excited that Mike has spoken
about it as part of this presentation.
BEHIND-THE-SCENES TOUR -- Part
2
At the conclusion of Mikes hour, we get to take another tour. This
time we are shown the warehouse and the bottling plant. If youve taken
the Labrot & Graham online tour youve already seen this, and you
can also see it on our page about the distillery. So we wont spend
much time here, except to say that Chris continues to tie everything we see
to the points he taught us about warehousing, barrels, and maturation. And
as we look at the tiny bottling line (L&G is the smallest commercial
bourbon distillery in existence) we get the opportunity to sample some Woodford
Reserve Distillers Select at true barrel strength (about 110 proof).
AMERICAN WHISKEY - Similarities and Differences
Back at the conference center, we again find before us a placemat marked
with the names of whiskeys and clean, empty glasses placed upon them. And
again, Chris passes bottles around for us to pour from. This time the whiskeys
are the fully aged commercial product, just as you would find it at your
favorite liquor source. And again, Chris will guide us into comparing one
to another to illustrate the similarities and
differences.
STYLES OF AMERICAN WHISKEY -- Tasting
the Finished Product
Early Times, Old Forester,
and Woodford Reserve
The Early Times we tried this morning was "new make", and could have become
either a Straight Bourbon (if aged in new charred oak barrels) or a Kentucky
Whiskey, which is what were sampling now. We smell and taste the simplicity
of the whiskey, and how the
choice
of used or uncharred barrels keeps that simplicity from being overwhelmed
by barrel flavors. We compare it Old Forester, which almost seems to have
met its other half during the maturation process. The flavors added
by the tannins and sugars in the barrel have married with the complexity
that was in the new make whiskey to produce a classic bourbon. The Woodford
Reserve that we are sampling this afternoon is not the product of the copper
pot stills. Its the current commercial product that was made at the
Early Times distillery but matured in the Labrot & Graham warehouses.
The differences in flavor between it and Old Forester are almost entirely
attributable to the differences in maturation, so this also makes a great
example of that factors contribution.
Along with the chocolate cake some of us had squirreled away for this occasion
at lunchtime, we are now also tempted with Chef Larson's top-secret recipe
(meaning Marnie wouldn't tell John when he asked her) Shaker Wafers. Shown
here with glasses of aged bourbon, they are sweet and salty and cheesy and
nutty... and addictive enough to deserve a spot on the controlled substances
list.
Jack Daniel's -- a Jack for All
Trades
We are tasting three different offerings from Jack Daniels. The Black
Label Old No. 7 Brand known and loved around the world, a Single Barrel to
compete in the ultra-premium market, and Gentleman Jack, an offering appealing
to more subtle tastes. As we sample the No. 7 Brand, Chris tells us that
whats in the bottle is a mixture of barrels from various parts of the
warehouses, chosen to maintain a consistent flavor and color profile, and
about five years old. The single barrel is the same whiskey, but is seven
or eight years old and those barrels are all from the area of the warehouse
called the Buzzards Roost that is, way up at the top where the
temperature variation is the greatest. Gentleman Jack is made from a slightly
different (and secret) recipe. It is slightly younger, about 4 ½ years
old, which might seem to make it a little harsher. But it is run through
a second charcoal mellowing process after being dumped from the barrel and
before bottling, and that makes it even mellower and smoother. In fact, it
seems as if the only flavor detectable is the slight smoky taste thats
characteristic of Jack Daniels.
WOODFORD RESERVE BOURBON ACADEMY
Well,
it is now nearly 5:00 and weve spent almost seven hours intensely studying
the intricacies of this wonderful beverage. John is wondering, "Do people
who enjoy Jelly-Bellys or Ben & Jerrys Ice Cream do this sort of
thing?" Chris is wrapping everything up and getting ready for the award
presentations. Did we mention award presentations? Oh yes, as we arrived
and signed in this morning, Labrot & Grahams lovely social director
Marnie Walters asked us to include how wed like the course completion
award to be titled. We were expecting a diploma. We were wrong. Delightfully
wrong. As the day ends, Chris and Marnie bring out the awards and distribute
them. Each is an actual Labrot & Graham solid oak barrel head, custom
inscribed with our names and todays date. Before knowing about this,
wed asked Chris if there were any way to obtain a barrel head for our
bourbon collection, and he just mumbled something about seeing what he could
do. Chris must have struggled to keep from laughing (no one knew that we
were getting these except Chris and Marnie). Naturally were thrilled.
Thanks, Chris and Mike. Thanks, Marnie and the staff at Labrot & Graham
Distillery. You really made our year. Weve learned a lot today (and
even more later as we review and check our notes for making this web page)
and thats always a lot of fun. And thanks to Brown-Forman. Every single
whiskey we sampled today is a Brown-Forman product. We can't think of any
other single bourbon company with enough range in their product line to be
able to offer such a comprehensive look into this wonderful beverage.
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Story and original photography copyright © 2003 by John F. Lipman. All rights reserved. |