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Showing posts with label scotland. Show all posts
Showing posts with label scotland. Show all posts

Thursday, April 30, 2020

GlenDronach Scotch: Compelling Sherry Maturated Whisky

With the pandemic and social distancing, there aren't any wine dinners, tastings, seminars or similar such offline events. So, some companies are getting more creative, with virtual events, often using Zoom. Recently, the GlenDronach Distillery hosted a virtual Scotch dinner, inviting several writers to participate. Each writer was sent a dinner from The Haven, a Scottish tavern in Jamaica Plain, as well as two bottles of GlenDronach Scotch. Then, we dined and drank together on Zoom, as we learned more about GlenDronach from Rebecca Gardiner, their Boston Brand Ambassador.

Let's begin with a little history of the GlenDronach Distillery. The Aberdeen Journal (Scotland), April 27, 1853, reported the passing of James Allardes (also known as James Allardice), who was 82 years old. In the 1790s, Allardes started his career as a farmer in the Forgue region, part of the Aberdeenshire. The obituary also stated, "In the year 1825, the Glendronach distillery, whose mellow spirit has rendered the name familiar to all ears, was set on foot, mainly through the active cooperation of Mr. Allardes;..." Thus, GlenDronach is one of the oldest legal distilleries in Scotland.

This announcement, from the Aberdeen Journal (Scotland), September 6, 1826, is one of the earliest notices from the distillery concerning their Whisky for sale.

The Aberdeen Journal (Scotland), March 21, 1827, presented some statistics on Scotch distilleries, noting the total gallons of proof spirits made from malt only from January 5, 1826 to July 5, 1826. During this period, Glendronach produced 17,728 gallons. The Aberdeen Journal (Scotland), August 13, 1828, presented similar statistics, for the period from October 10, 1826 to October 10, 1827, and Glendronach produced 31,329 gallons.

The Caledonian Mercury (Scotland), February 27, 1830, reported there was a significant fire at the GlenDronach distillery, which began in the still-house. "The fire baffled every attempt to extinguish it, and in a short time completely destroyed the principal building, with the stills, utensils, and stock in it, leaving only the bare walls." The distillery was rebuilt, only slowed down a bit, and there was still plenty of stock for sale.

One of the first ads in the U.S. for GlenDronach was in the Daily News (NY), November 26, 1935. The ad noted that the Scotch was over 7 years old, and originally priced at $3.60 but on sale for $2.79. In the second half of the 1930s, other ads also popped up in both Massachusetts and Texas. This may have been the initial period when GlenDronach first started getting exported to the U.S.

The GlenDronach distillery is located in the Valley of Forgue, deep in the East Highland hills, and was named after the Dronac burn, a river that flows through the property. It's a very old-style distillery, and it's said they "run on GlenDronach time," a much more relaxing pace. For example, they own four huge pot stills with saxophone-like necks, and those necks take more time, slowing down the entire production process. And that is what GlenDronach prefers.

Over the course of the event, Rebecca Gardiner led us through the tasting, telling us the history and philosophy of GlenDronach. Her passion and knowledge were quite clear, and she also possessed a fine sense of humor. She made it fun, while also ensuring it was informative. At one point, she said that "Scotch is the Shakespeare of spirits." For some people, they get snobby about whisky and other people tend to avoid and fear it. Glendronach wants to make Scotch more approachable, to break down those artificial barriers and share it with everyone.

One of the ways they seek to make Scotch more accessible is through the use of maturation in Sherry barrels. Allardice himself used Oloroso Sherry barrels for aging, and the distillery eventually added, during the 1920s, the use of Pedro Ximénez (PX) barrels. Currently, they are the biggest user of PX barrels in the Scotch industry. Rather than just use Sherry barrels for finishing aging, they choose to use Sherry barrels for the entire length of maturation, which most other distilleries don't. These barrels are expensive, far more expensive than used bourbon barrels which are the norm, but GlenDronach is more concerned about the quality than the cost.

As I've previously discussed, I'm passionate that whisky producers should not place the term "Sherry" on their labels unless they are using authentic Sherry barrels, from the Jerez-Xérès-Sherry DO. "Sherry," like the term "Scotch Whisky," is a Protected Geographical Indication (PGI), worthy of respect and legal protection. Some whisky producers use barrels acquired from Sherry-style producers outside of the Jerez-Xérès-Sherry DO, and they wrongfully refer to them as "Sherry" barrels. That use violates the law and it shows a lack of transparency on behalf of the producer who is concealing the true nature of the barrels they used.

I asked about the sourcing of GlenDronach's Sherry barrels and I was pleased and impressed that all of their barrels are authentic Sherry barrels from the Jerez-Xérès-Sherry DO, and each barrel is traceable to its bodega in Jerez. This is very important to me, and GlenDronach is definitely a leader in this regard, respectful of the Sherry PGI and concerned about the true nature of the barrels they use for their maturation. Kudos to GlenDronach!

The Master Blender at GlenDronach is the famed Rachel Barrie, who has been in the whisky business for about 25 years, having begun her long career at Glenmorangie. In 2017, she became the Master Blender at the BenRiach Distillery Company, responsible for three distilleries, including BenRiach, Glenglassaugh and Glendronach.

Rather than call herself a Master Distiller, she prefers the term Master Blender, as she feels it is more reflective of her actual work. And as she has nosed and tasted over 150,000 whiskies, she brings an immense wealth of knowledge to her position. As I've long said, the art of blending doesn't always receive adequate appreciation, despite its importance to so many alcoholic beverages. It takes great skill and knowledge to be a proper blender, creating exactly what flavor profile is desired.

In many respects, GlenDronach flies under people's radar, especially as its production is relatively low, roughly 145,000 cases annually. The big names in the Scotch industry commonly produce millions of cases of whisky, so they get far more attention that a small distillery like GlenDronach. However, they recently received some serious attention, which may cause many Scotch lovers to start seeking out GlenDronach. At the San Francisco World Spirits Competition, held in March 2020, the GlenDronach Revival 15 Year Old Scotch won for "Best In Show Whiskey." Quite an honor.

Rebecca mentioned that "Scotch is very subjective," that different people will smell and taste different elements within the same Scotch. She also advised that you shouldn't add ice to your Scotch as it tends to dilute the whisky and freeze the Sherry aspect. Adding a little water is fine, but you might want to avoid ice. In addition, Rebecca stated that different foods bring out different flavors in Scotch, which can be fun to experiment with, to try out different pairings. And those pairings don't have to be fancy, like caviar and oysters, but can be simple, like a tasty fish & chips. I fully support these ideas, and have mentioned before that spirit-paired dinners can be fun and delicious.

The food provided by The Haven was tasty, and appealed to me enough that I want to dine at the restaurant once our current situation changes. I'm a big fan of Scotch Eggs, and the allspice in the coating around the eggs helped to bring out the allspice flavors on the Scotch.

The Fish & Chips offered a nice, flaky piece of white fish, with a pleasing batter, and large potato slices. As Oloroso Sherry often pairs well with fried items, the Scotch, matured in Oloroso barrels, benefited from that pairing. Now I'd like to pair that Scotch with fried clams from the Clam Box in Ipswich.

The Fish Chowder was tasty too, with plenty of fish and potatoes, and a savory and buttery broth, which also was intriguing with the Scotch. And it was true that each of these dishes brought something different out of the Scotch.

The creamy Haddie Spread, with Oatcakes, was flavorful as well, and the oatcakes also made for an excellent palate cleanser.

Scotch and cheese? Yes, this was a fine pairing too. With the Dubliner, we paired the 12 Year Old, and the sharpness of the cheese helped to bring out vanilla notes and creaminess in the Scotch. The butteriness of the cheese also drew out the Oloroso notes. With the Gorgonzola, we paired the 18 Year Old, and the mild sweetness of the Scotch contrasted well with the pungency of the cheese. Port and Blue Cheese has always been one of my favorite pairings, but I think I need to explore more Scotch and Blue cheese pairings.

The GlenDronach 12 Year Old Single Malt Scotch ($62.99) was aged in a combination of Pedro Ximénez (PX) and Oloroso Sherry casks and has a 43% ABV. It's important to note that GlenDronach doesn't add any caramel coloring to their whiskies, and that their color is all natural, imparted only by the barrel maturation. With a light amber color, this whisky presented with an intriguing nose that would remind you of Sherry, with some sweet, raisiny notes of PX and the nuttiness of an Oloroso. On the palate, the Scotch was smooth, creamy, dry and full-bodied, with a complex melange of flavors, including vanilla, dried fruits, hints of citrus, spice notes, and plump raisins. The finish was lengthy and pleasing, with the Oloroso elements becoming even more prominent. Overall, a delicious and compelling whisky, which would make for an excellent introduction for those new to Scotch, but which would also please Scotch lovers.

The GlenDronach Allardice 18 Year Old Single Malt Scotch ($179.99) was aged solely in Oloroso Sherry casks and had a 46% ABV. Rebecca stated this was her favorite, and that sipping it brought her home. She also recommended that you should let this Scotch breathe for about 20 minutes before drinking, to bring out its best aromas and flavors. It had a darker amber color than the 12 year old, and its nose was complex and alluring, with plenty of spice, chocolate notes, and nutty elements. The Oloroso aspect was noticeable and pleasing, especially to a Sherry lover like myself.

When I tasted this Scotch, I was immediately enamored with its complexity and fine taste. It was silky smooth, seductive on the palate, and each sip brought different notes to my mind. There were baking spices and salted nuts, chocolate notes and ripe fruit notes, honey and vanilla, sweet and bitter, and so much more. The finish was incredibly long, extremely satisfying, and beckoned you like a Siren to sip more. I loved this Scotch and its Oloroso notes, and continued sipping it long after the tasting event concluded. Highly recommended, and well worth the splurge.

GlenDronach makes other whiskies as well, including the Parliament 21 Year Old, the Cask Strength Batch 8, and the Grandeur Batch 10 (a 27 Year Old Scotch). I have great respect for the whisky-making philosophy of GlenDronach, especially concerning their use of only authentic Sherry barrels. And their Scotches are delicious and complex, compelling spirits which are worthy of much more attention than they receive. Their 18 Year Old Scotch is a rock star, and has become one of my new favorite whiskies.

Thursday, December 19, 2019

What's Traditional Shepherd's Pie? A Historical Look

Shepherd's Pie is excellent comfort food, especially during the winter, a hearty dish of minced or ground meat and mashed potatoes, and possibly some veggies. Historically, it used to be made with leftovers, a simple recipe so food wouldn't go to waste. Many restaurants and food markets seem to prepare their own version of Shepherd's pie and everyone has their own favorite spot to enjoy this hearty dish. For example, I enjoy the version sold at J. Pace & Son in Saugus.

This dish would seem to be free of controversy, absent of pretensions, but that isn't the case. What constitutes "traditional" Shepherd's Pie? That is the question at the heart of the disagreements. Some people claim that it must be made from lamb, and that if it is made from beef, then it must be called Cottage Pie. Other people add that it must only contain certain vegetables. Are these claims accurate? Do they represent a lengthy historical tradition? If not, what actually is "traditional" Shepherd's Pie?

We probably should first address the meaning of "traditional." This isn't a precise term, and generally refers to something that has existed for a significant length of time, over the course of a number of generations. For example, we might state that a recipe that has remained largely unchanged for a hundred years or so is a traditional recipe. Other people might believe that a recipe which has only been around for twenty-five years has become traditional, though we might also view that as more a modern tradition.

So, how should we view the "traditional" Shepherd's Pie recipe? Should we focus on recipes that have existed for 100+ years, or look for something more modern, which has been around for only a fraction of that time period? Let's take an extended historical look at Shepherd's Pie and later analyze the answers to these questions.

According to the Merriam-Webster dictionary, the first known use of the term "cottage pie" was in 1791. At the time, it referred to a meat and mashed potato pie, and it could be of any type of meat, such as beef or lamb. That same dictionary noted that the first known use of the term "shepherd's pie" was in 1854, though that isn't actually correct. From my own research, I found a source referencing "shepherd's pie" that was five years older, from 1849.

The Practice of Cookery and Pastry, Adapted to the Business of Every Day Life by Mrs. Williamson (Edinburgh, 1849) was a book of Scottish recipes, and the author was a culinary instructor, hoping to "give the most useful, plain, and economical dishes by means of easy and distinct directions, ..." There was a chapter on savory Pies, including items such as Pigeon Pie, Mutton Pie, Rabbit Pie, Partridge Pie, Venison Pie and Sheep's Head Pie. There wasn't a recipe or mention of Cottage Pie but there was a recipe for Shepherd's Pie, which could be the first such known printed recipe for such.

The recipe stated, “Shepherd’s Pie. Take cold dressed meat of any kind, roast or boiled. Slice it, break the bones, and put them on with a little boiling water, and a little salt. Boil them until you have extracted all the strength from them, and reduced it to very little, and strain it. Season the sliced meat with pepper and salt, lay it in a baking dish, and pour in the sauce you strained. Add a little mushroom ketchup. Have some potatoes boiled and nicely mashed, cover the dish with the potatoes, smooth it on the top with a knife, notch it round the edge and mark it on the top, the same as paste. Bake it in an oven, or before the fire, until the potatoes are a nice brown.”

This is a fascinating recipe in a number of regards. First, it tends to give some credence to those who believe Scotland originally coined the term, "Shepherd's pie." Second, it indicates that you can use any type of meat, and not just mutton or lamb. Third, there are no vegetables in this recipe, just a bit of mushroom ketchup. Fourth, the meat is placed at the bottom of the pan and then topped with mashed potatoes. For approximately the next 125+ years, most recipes for Shepherd's Pie would follow these basics, using any type of meat, mashed potatoes and no vegetables. This then is a strong candidate for a "traditional" Shepherd's Pie, a basic recipe that has lasted for 125+ years.

One of the first newspapers references to Shepherd's Pie was the Daily Telegraph & Courier (England), December 1, 1870, which discussed a dinner for a festival of the Scottish Corporation. "The dinner embraced the usual Scottish delicacies, such as cock-a-leekie, haggis, sheep's head and trotters, collops, shepherd's pie, and black puddings.." There was another brief reference in The Freeman’s Journal (Dublin, Ireland), December 4, 1872, “We learn that there was a strong flavour of national dishes in the menu, which included cockie leekie, Scotch broth, haggis, sheep’s head, shepherd’s pie, and white and black puddings—all excellent things in themselves,…” Neither newspaper provided any details of the ingredients for the shepherd's pie, however they help to confirm the Scottish origin of Shepherd's pie.

During the 1870s, several books provided recipes and additional information for Shepherd's Pie. The Scholars' Handbook of Household Management and Cookery, by W.B. Tegetmeier (London, 1876), printed this recipe, “Shepherd’s Pie.—Cut up any scraps of cold meat, season to taste, sprinkle over a few fine herbs, out them in a pie-dish, pour over a little water. Mash some potatoes with half a gill of hot milk, in which half an ounce of butter is melted. Cover your pie with them, and bake half an hour.” Once again, we see that any type of meat could be used, and that potatoes were the only other significant ingredient. There were no vegetables.

The Kettners Book of the Table: A Manual of Cookery (London, 1877) provided information on Irish stew, made with mutton and potatoes, and then stated, “In Scotland they produce exactly such a stew, cover it over with a crust, and call it Shepherd's pie." The book also noted, "In Devonshire and Cornwall they make this pie, put apples into it instead of potatoes, and announce it as Devonshire, Cornish, or Squab pie." Note that this passage didn't state that Shepherd's Pie was only made from mutton. And based on all of the additional references in other resources, it's obvious that restriction didn't exist during this time period. Plus, there is more confirmation of the Scottish origin of Shepherd's pie.

The Official Handbook for the National Training School for Cookery, Compiled by R.O.C. (London, 1877) provided a recipe for Shepherd’s Pie, as well as an average cost to make one, 9 1/4 sixpence. The recipe called for "any scraps of cold meat," potatoes and a small onion. It also noted that if there was insufficient fat in the cold meat, that you could add some pork fat. This is the first recipe to add a vegetable, an onion, to the recipe. And once again, we see that any type of meat could be used.

We then find in Margaret Sim's Cookery (London, 1879) a more elaborate ecipe for Shepherd’s Pie that called for you to “Take cold roast beef, mutton, or veal;…”  It also called for several vegetables, including onion, carrot, turnip, and celery. In addition, an egg was added to the mashed potatoes. Again, we see that the recipe isn't limited to mutton, though a number of veggies are added, making this one of the more unique Shepherd's pie recipes of this time.

In The Art of Cooking by Matilda Lee Dods (NY, 1880), we find maybe the first time a recipe for Shepherd's Pie was published in an American cookbook. The recipe called for “One pound of cold roast beef, one Spanish onion, one and one-half ounces of butter, one-half ounce of flour, one pound of mashed potatoes, one-half gill of cold water, one teaspoonful of pepper, one teaspoonful of salt." No mutton used here. Differing from prior recipes, a layer of potatoes was first laid down in the pan, and then covered by a layer of meat. Then, additional layers of potatoes and meat were alternated, though potatoes would placed at the very top.

Moving back to newspapers, The Hull Packett and East Riding Times (England), April 1, 1880 published an article about the Pork Pie Club, which created a massive "Shepherd's pork pie, weighing one ton plumping weight, baked with a wagon of Denaby Main coals,.." It "will be eaten with a true South Yorkshire Relish, by the members of the above club, who will also partake of six dozen of Balding’s champagne.” Again, this pie wasn't limited to mutton, though they didn't provide the recipe so it is unknown if it contained any vegetables or not.

The Leeds Mercury (England), June 1, 1881 wrote, "When a sirloin of beef is no longer fit to be brought to the table there is always a great deal of meat on it which can be used for rissoles, croquettes, sausage rolls, Cornish pasties, Shepherd's pie, ..." This article was reprinted in a number of U.S. newspapers, and the first newspaper to do so might have been the Freeborn County Standard (MN), September 1, 1881. This might have also been the first U.S. newspaper reference to Shepherd's pie.

The Sheffield and Rotherham Independent (England), March 4, 1882, published a recipe,  “Shepherd’s Pie—Chop fine about a pound of cold meat, add salt, pepper, parsley, and any other seasoning that may be liked; put it in a pie dish and pour it over some good gravy, sufficient to cover the meat; boil about two pounds of potatoes, mash them and put them over the meat nicely smoothed, a few bits of dripping stuck on the top, and a little flour; bake in the oven, or in front of the fire until nicely brown.” Any type of meat could be used, and no vegetables were included in this recipe, similar to the original recipe from 1849.

Back in the U.S., the Sterling Gazette (Kansas), March 20, 1884, quoted a Boston Globe article, providing another recipe for Shepherd’s pie, noting it is made with a “mince of cold mutton, made by cutting the meat in small bits and warming it in a little thickened gravy. This makes a delicious breakfast dish.” No vegetables were included. This recipe was reprinted in numerous other U.S. newspapers over the course of the next 4-5 years. Though this recipe called for mutton, plenty of other later recipes indicated any type of meat could be used.

It's also interesting that Shepherd's pie was seen at this time as a common breakfast dish in the U.S. Numerous later newspapers articles would continue this belief, sometimes showing breakfast menus that included Shepherd's pie. These articles also noted that Shepherd's pie could also be a lunch and dinner dish. You could eat it anytime during the day you desired. Would you eat Shepherd's pie for breakfast? Have you ever enjoyed it for breakfast?

Returning to the UK, The Newcastle Weekly Courant (England), November 13, 1885, penned an article about what cooks can make with cold mutton, referred to several times as “cold meat”. It stated, “Broken ragged pieces may be used for mince, mutton pie, Cornish pasties, shepherd’s pie, vol-au-vent;" There was a follow-up article in their November 20, 1885 issue, giving suggestions for what cooks can produce from cold beef, and that also included “made into Cornish pasty or shepherd’s pie.” As we can see, Shepherd's pie could still be made from mutton or beef.

Rabbits in Shepherd's pie? The Dumfries & Galloway Standard, August 14, 1886, detailed a dinner that included, "the chief dish was shepherd's pie, made with rabbits. Each pie contained four full-grown rabbits, one pound of fat pork, and potatoes in abundance." There certainly don't seem to be any hard and fast rules as to what meats could go into a Shepherd's pie. And rabbit is delicious!

As a brief aside, a similar dish to Shepherd's pie was conceived in the U.S., and it was known as Boston Brown Hash. I haven't yet been able to find the specific origin of this dish, and whether it actually originated in Boston or not, though the earliest reference I found to it was in the Philadelphia Cook Book: A Manual of Home Economics by Sarah Tyson Heston Rorer (G. H. Buchanan & Co., 1886).

The book's recipe stated, “Boston Brown Hash. Chop any remains of steaks, roasts or stews very fine. Grease deep pie-dishes. Put a layer of mashed potatoes (cold ones, left over, will answer) in the bottom of the dish, then a layer of meat, then a layer of stale bread crumbs; sprinkle with salt and pepper; place here and there a few bits of butter, and moisten with a half-cup of beef gravy, then another layer of potatoes. Dip a knife into milk and smooth over the top. Bake in a moderate oven about a half hour, until a nice brown.”

Boston Brown Hash was primarily mentioned in U.S. newspapers and books up to around 1935, and the various sources which provided a recipe were nearly identical. Any type of meat could be used for this dish, and its main difference from Shepherd's pie was the addition of a layer of stale bread crumbs. Why has this recipe been largely forgotten now?

Back to Shepherd's pie. The Hampshire Telegraph and Naval Chronicle (England), December 29, 1888, offered another Shepherd’s Pie recipe, “Cut cold cooked mutton into dice. Cut four good sized cold potatoes into blocks, put a layer of each in a deep baking dish, then a sprinkling of salt, pepper, and chopped parsley, and so continue until the materials are used; pour over a cup of stock or water, and place here and there a few bits of butter. Have ready two cups of mashed potatoes, add to them a quarter cup of cream, a half teaspoonful of salt and a dash of pepper; beat until very light and add a tablespoonful of butter and one cup of sifted flour, mix lightly and roll out in a sheet, cover it over the top of the baking dish, and make a small hole in the centre to allow the escape of steam. Bake in a moderate oven one hour.” This recipe used mutton but no vegetables were included.

The Weekly Standard and Express (England), November 5, 1892, then offered their own recipe for Shepherd’s pie, “Half fill a pudding mould with pieces of beef seasoned with salt and a little pepper. Pour over it a cupful of gravy, with a slight suggestion of Worcestershire sauce, catsup or vinegar, to give piquancy, cover with a thin crust of newly-boiled and mashed potatoes, and bake in a moderately heated oven to a nice light golden-brown colour.” Beef and mutton both remained as valid options for Shepherd's pie.

Next, in the U.S., the McPherson Daily Republican (Kansas), September 11, 1893 published a recipe stating, “Cut into dice one quart of any kind of cold meat. Mince very fine two tablespoonfuls of salt pork, and add to the meat.” The recipe also called for the addition of an onion, still the most common vegetable used in any of these recipes.

Returning to the UK, The Newcastle Weekly Courant (England), August 25, 1894, published, “Shepherd’s Pie (made of fragments of meat and cold potatoes).—Take whatever fragments of meat there may be in the larder, and double its bulk in potatoes. Mash the potatoes smoothly, and beat them up with a slice of melted butter, a little milk, and salt. Cut the meat into thin slices, free from fat, skin, and gristle; or if preferred, mince it finely. Season it with pepper and salt. Butter a shallow pie dish, put the meat into it, and moisten it with any gravy there may be, and a teaspoonful of Worcester sauce. If liked, a small onion finely chopped, and two sage leaves can be sprinkled over the meat. Cover with a thick layer of mashed potato, rough the top with a fork, and bake in a moderate oven until the pie is hot through, and brown on top.” We see again that any type of meat can be used, and an onion is used.

Though beef, mutton, and pork have all been choices for Shepherd's Pie, it doesn't stop there. The Freeman’s Journal (Dublin, Ireland), February 7, 1895, in an article on Some Recipes for Second Day Cooking, noted,  “.., and such parts of the joint as still remain may be cut off and mixed together with any other scraps of cold meat, game, or poultry that there may be in the house, and served either as mince or shepherd’s pie for luncheon,…” Even poultry was permissible in your Shepherd's pie.

Back in the U.S., the Boston Globe, February 5, 1895, provided a Shepherd's pie recipe that called for the use of a "mince of cold lamb" and no vegetables.  A slightly different recipe was in the Boston Globe, March 11, 1895, and it used mutton, though still no vegetables. The Marshfield News and Wisconsin Hub, June 13, 1895, also published a recipe calling for “A pound of mutton, minced fine, or any scraps of cold meat can be minced and used for this dish.” The Circleville News (KS), March 26, 1896, also printed a recipe that called for “Minced cold beef or lamb.”

What about Scotland? Well, The Courier and Argus (Scotland), October 29, 1896, published a recipe, “Shepherd’s Pie—Take cold meat, slice it, break the bones, and put them in with a little boiling water and salt. Boil till all the strength is extracted, and reduce to a little thin strain. Season the sliced meat, and lay in a baking dish. Pour in the sauce. Add ketchup. Cover with a paste of mashed potatoes, and bake in a brisk oven.” It calls for "cold meat" in general and doesn't differentiate what kind of meat. Also note that it calls for the addition of ketchup!

In The Californian, February 21, 1899, the paper presented a Shepherd's pie recipe that stated you could use "cold mutton, lamb or veal" and no vegetables were included in the recipe either. The Times (PA), May 16, 1899, printed a recipe that included "cold beef, onions, and potatoes." The Buffalo Evening News (NY), May 31, 1900, had a recipe calling for "cold mutton." And in another New York newspaper, the New-York Tribune, December 28, 1900, the recipe stated you could use "any kind of cold meat" and it also included the use of an onion. The News Journal (DE), February 5, 1901, had a recipe that stated you could use "whatever meat was at hand," and it too required an onion. And The Boston Globe, July 23, 1903, had a recipe using "cold meat" and an onion. We can see these recipes vary as to the type of meat that is used, most using whatever is available, and the only vegetable they still used were onions.

The Gloucestershire Echo, December 11, 1914, published, "Cottage pie (alias shepherd's pie) is a useful stand by; and it, too, will awaken tender recollections of home." We can see that 65 years after the first documented use of the term "shepherd's pie," it is still used interchangeably with cottage pie, indicating both are made from beef or mutton/lamb.

Let's jump forward a bit and check in on England. The Guardian (London), April 29, 1930, printed an article that stated, “The remains of joints such as shoulders and legs of mutton and ribs of sirloin of beef have many uses. Minced finely the meat can be made into potted meat, with the addition of seasoning and a little good stock, or it may be used to form a shepherd’s pie or rissoles, or it may be warmed in a little good gravy and served with boiled rice.” We continue to see that both mutton and beef could be used in a Shepherd's pie.

And later that year, The Guardian (London), December 30, 1930, published another fascinating article, titled Shepherd’s Pie: The Real Thing. It explained what they considered to be the proper way to prepare a Shepherd's pie, noting that “The false dish consists of a hash, containing ‘left-over’ mutton or beef disguised with sauce and concealed by potato. Not so the true. Though one of the least expensive dishes in all the home repertory, it should be also one of the most welcome, as it is certainly second to none in warming and nourishing qualities.”

It then went into detail about the type of meat that should be used. “It must be made from fresh meat. With this proviso it offers a wide range of flavouring and composition. If of mutton, the meat should be comparatively free from fat; if of beef, an admixture of fat is allowable. In either case the meat should be of good quality and freshly minced (not cut up), but a quarter of a pound is ample allowance for each person." We again see that Shepherd's pie, the "real thing," could be made with either mutton or beef. So, 80 years after the first Shepherd's pie recipe was published, we still see that any type of meat could be used. With that amount of time, it seems this is definitely a traditional dish.

This article was also the first to add numerous other vegetables, and not just onions, to the dish. It stated, "The meat should be spread loosely at the bottom of a pie-dish. Then scraped carrot, finely ringed onions, sieved or squeezed tomatoes (without their skins), and, if possible, some peeled and cut-up mushrooms are added in a layer over the meat. A very little of each vegetable goes a long way, and the more there are the better the pie." It continued, "A very small sprinkling of mixed herbs, with a bay leaf to work its subtle magic, is an addition for those who like herb flavouring."

Finally, it discussed the mashed potatoes and the cooking of this dish. "Then a generous plateful of well-cooked potatoes which have been mashed with pepper and salt and a tablespoonful of hot milk is added smoothly and thickly over and scored with a fork for better browning. But between the meat and the potato some knobs of butter and a very little salted water or weak stock have been inserted. The slower this dish cooks the better. It is important that no dry salt be added to the meat layer.

The Aberdeen Press (Scotland), September 28, 1932, continued supporting the position that Cottage pie and Shepherd's pie were alternate terms for the same thing. It printed, "Many different kinds of pies can be made from cold minced meat. Many of them are slight variations of the well-known Shepherd's Pie or Cottage Pie for which the minced meat mixed with gravy, stock and seasonings is put in the bottom of a pie dish and covered with mashed potatoes dotted with little pieces of butter." This article also doesn't mention that any vegetables are included in this recipe.

Seven years later, The Guardian (England), May 31, 1939, presented another recipe for Shepherd’s pie. “Mince the meat finely together, with a couple ounces of ham to half a pound of beef or other meat.” Once again, the type of meat doesn't really matter, and there is the addition of ham! It is also around this time that the newspapers started to discuss the use of tinned and canned meats in making Shepherd's pie, due to meat shortages because of the war. The Guardian, in subsequent issues, presented some different recipes to use this tinned meat for Shepherd's Pie. This is probably also why The Guardian (England), January 31, 1940, presented a recipe for a Vegetarian Shepherd’s Pie recipe, which used boiled haricot beans, lentils, chopped onion, grated cheese, and mashed potatoes.

There wasn't much mention of the ingredients for Shepherd's pie again until the early 1960s. The Daily Mirror (England), February 8, 1961, presented a more unusual recipe. It called for any type of minced meat, but also included a "small tin of baked beans in tomato sauce" as well as chopped mushrooms. The Liverpool Echo (England), May 2, 1962, mentioned that "minced steak" can be used in Shepherd's pie. The Newcastle Evening Chronicle (England), January 10, 1963, made a similar suggestion, stating you could use "canned stewed steak."

The Thanet (England), April 2, 1963, had a recipe for Curried Shepherd's Pie, which required minced lamb or beef. The only vegetable was an onion, and there was also the addition of curry powder. Even these different recipes were still relatively simple, with only a handful of ingredients. The Guardian (England), March 6, 1963, wrote that you could use leftovers from your sirloin joint to make Shepherd’s pie. This advice was repeated in The Guardian (England), November 3, 1967 and The Guardian (England), June 24, 1976.

Pork in Shepherd's pie? I previously mentioned an example of pork used in such a recipe, and now there is another. The Tatler (England), September 11, 1963, discussed the uses of gammon, the hind leg of a pig, and similar to ham. One of those detailed uses was in Shepherd's pie. Lamb, beef, pork, poultry, rabbit, and more were all acceptable ingredients.

The People (London), February 21, 1971, presented another different recipe, which called for minced beef, as well as Italian tomatoes, onions, cinnamon, and grated cheddar cheese. In a later issue, The People (London), February 13, 1972, mentioned how Shepherd's pie is "traditionally made with meat" but gives a recipe to make a version with Fish. The Coventry Evening Telegraph, December 31, 1974, also provided a recipe, but it called for minced lamb, back bacon, an onion, mushrooms, carrot and a tomato. The Daily Mirror, November 25, 1974, references making Shepherd's pie with "left-over roast from Sunday or fresh-minced beef."

The Birmingham Daily Post (England), April 15, 1977, printed a recipe that used lean, minced beef, as well as an onion, carrot, tin of tomatoes, and ground cinnamon. The Belfast Telegraph (Ireland), May 11, 1977, detailed how on Monday nights, "The old standby was Shepherd's Pie made with remains from the Sunday roast." Beef, not lamb. The Sligo Champion (Ireland), January 27, 1978, printed a Shepherd's pie recipe, which used minced beef, onions and tomatoes.

We have now seen that the use of beef in Shepherd's pie has been acceptable for over 125 years. I think it's more than fair to say that it is a traditional ingredient for this dish. How can you ignore such a lengthy time period? So when did some people start claiming lamb was the primary identifier for Shepherd's pie? Obviously such a claim can only possess a far more limited time period.

The Observer (England), January 16, 1977, was one of the first newspapers to document differences in the ingredients between Cottage pie and Shepherd's pie. The article mentions that Shepherd's pie was made from either mutton or lamb, and otherwise, if beef were used, it would be known as cottage pie. The article fails to explain the rationale for this division and doesn't make claims to a lengthy historical basis. In addition, two years later, The Observer (England), January 7, 1979, provided a recipe for Shepherd's pie that used minced beef. A bit of a contradiction there.

The Bridgewater Journal (England), May 17, 1986, supported the differentiation between the two pies, noting, "Most people think any minced meat covered in potato is Shepherd's Pie, but strictly Shepherd's pie is lamb, and mashed potato, while cottage pie is beef tiled with potato slices like slates on a cottage roof." Yet, months later, the Liverpool Echo (England), December 2, 1986, still provided a Shepherd's Pie recipe calling for minced beef. And the contradiction continued.

The claim that Shepherd's pie must contain lamb appears to have originated in the late 1970s, though it certainly wasn't a belief held by everyone. Over the years, since the late 1970s, the belief has acquired many more adherents, until it has reached the point that some now claim it is the "traditional" way to prepare Shepherd's pie. That belief is obviously mistaken as historically, for over 125 years, it has been allowable to use beef, or any other meat, in Shepherd's pie. Just examine all of the numerous recipes and references I've mentioned in this article.

Shepherd's pie, using any type of meat, from beef to lamb, has a much stronger position to be known as the "traditional" way to prepare the recipe. Restricting Shepherd's pie to only lamb is a modern concept, and makes little sense when viewing the historical record. In addition, any claim that specific vegetables must used in Shepherd's pie is also a modern invention, as throughout 125+ years of history, Shepherd's pie usually didn't contain vegetables, and when it did, onions were the most common, and usually the only vegetable used. A few outliers existed throughout this history, but they were rarities, and not the norm.

Claiming Shepherd's pie can only be made from lamb may be a modern tradition, but it is not the traditional way to prepare it. So, enjoy your Shepherd's pie anyway that you'd like. Even if it's a Shepherd's Pie Donut!

Hopefully, this provides some clarity on these issues, though additional research would probably be beneficial.

Monday, December 2, 2019

Nomad Whiskey: A Marriage of Scotland & Spain

There are numerous wines and spirits which possess names which are worthy of protection, indicative of a specific place of origin which cannot be adequately replicated elsewhere. Some examples include Champagne, Port, Bourbon, and Cognac. Scotch Whisky is another example and the term is a Protected Geographical Indication (PGI), meaning it can only be produced in Scotland according to UK rules. No other distillery in any other country can claim to produce 'Scotch Whisky,' and if they tried, there are legal remedies to stop them from doing so.

What boggles my mind though is that some Scotch distilleries have chosen to ignore one of the Protected Geographical Indication of another country, Spain. Two years ago, I wrote, Rant: Whisky, Sherry Barrels & A Lack Of Transparency, detailing how some Scottish distilleries used the term 'Sherry' on their bottles, describing the type of barrels used for aging, when those barrels weren't actually from the Jerez-Xérès-Sherry DO. In its most simplistic, they use 'fake' Sherry barrels. For unknown reasons, this doesn't seem to be a significant matter though it certainly should be.

As such, I'm always pleased to find a whiskey that uses authentic Sherry barrels, like the Nomad Outland Whisky ($49.99). This whiskey is an intriguing partnership between Richard Patterson, the famed Master Blender, with over 50 years of experience, of Whyte & Mackay and Antonio Flores, the Master Blender of González Byassan esteemed Sherry House. As the whiskey is aged in both Scotland and Spain, it was given the name 'Nomad,' indicative of its travels.

The base is a blended whiskey, at 41.3% ABV, produced from a melange of over 30 different malt and grain whiskies, each 5-8 years old, from the Speyside and Highlands regions. This blend is then aged in González Byass Pedro Ximénez Sherry barrels for three years. They had previously experimented with a variety of Sherry barrels, including Fino and Oloroso, but they ultimately selected Pedro Ximénez as best for their vision.

What then makes this whiskey more unique, is that it is then transported to Spain, to the city of Jerez, where it continues to age for another year, in the San Fernando cellar of González Byass, in old Pedro Ximénez Sherry barrels. This adds an intriguing element to the whiskey, aging in a vastly different climate than Scotland.

With a rich amber color, the Nomad has an appealing nose which definitely reminded me of Pedro Ximénez sherry, combined with a spicy undertone and subtle malt notes. The taste is compelling and complex, a wondrous melange of flavors of both whiskey and sherry. It is smooth and elegant, with a bold spicy aspect, and notes of vanilla, salted nuts, raisins, honey, and dried fruit. It is more dry, not sweet, despite the raisin and honey notes. The pleasing finish simply lingers and lingers within your mouth, and it beckons you toward another sip. Well-balanced, delicious, and unique. Highly recommended!

Tuesday, September 4, 2018

Sia Blended Scotch: Finding Your Passion

The fascinating story behind Sia Blended Scotch Whisky touches on some universal and important themes, from following your passion to refusing to judge a category by one or two examples. Plus, the Sia is also delicious, a whiskey that could convert non-whiskey drinkers.

I received a bottle of the Sia as a birthday gift from good friends Rob & Laura Ciampa. Of course I needed to learn all that I could about the Sia, especially as I wasn't familiar with the brand. The founder of Sia is Carin Luna-Ostaseski, a native of Miami, Florida, who worked for about 17 years as a Marketing Creative Director for major news outlets and numerous California start-ups. There was a point in time where Carin disliked whiskey, though that was primarily based on a very limited sampling.

One night, while out with some friends and co-workers, one of those co-workers convinced Carin to try some whiskey, hoping to find one that would appeal to her preferences. Carin was willing to take a chance, tasting five different whiskies, and became an instant fan of the Oban 14 Year Old. This brought her the realization that you can't judge a category by only a few samples. There is so much diversity in whiskey and other spirits that there is almost always something for everyone. It is just a matter of finding a whiskey that will appeal to your own preferences. This is true for all alcohols, from Sake to Wine.

Carin began tasting more whiskies, and after a break-up, she began collecting whiskey, eventually accumulating about 300 different bottles. A passion for whiskey can taken hold and she continued to increase her knowledge and experience with whiskey. In time, this led Carin to the idea of creating a new blended Scotch, something to be accessible and affordable. This entailed lots of work in finding partners in Scotland who could source and blend the whisky. Carin decided on the name "Sia," which means the "number six," which is also the date of her birthday. In 2012, Carin eventually decided to run a Kickstarter to raise the funds needed to launch her new brand. With a goal of $39,000, she eventually raised over $45,000, making the campaign a success.

The Sia Blended Scotch Whisky ($49.99) is a blend of 60% grain and 40% malt, sourced 50% from Speyside, 40% Highland, and 10% Islay. It has an ABV of 43% and is imported into the U.S by Spirits Imports, Inc.  It is also important to know that 1% of sales are donated to charities that help women start and grow their businesses.

The nose of the Sia is intriguing, with touches of vanilla, spice, caramel and a tiny waft of smoke. On the palate, it is silky smooth, lacking the burn you find in some other Scotches. You'll find a melange of pleasing flavors, including caramel and vanilla, a strong spicy backbone, and more subtle hints of citrus, smoke, and toffee. It possesses a touch of sweetness and has a lengthy, satisfying finish. It certainly accomplishes its goal of being approachable and accessible. A family member, who generally dislikes whiskey, tasted it and was surprised at how much she liked it. The Sia earns a hearty recommendation.

Thanks to Rob & Laura for introducing me to this tasty whisky,

Monday, December 4, 2017

Rant: Whisky, Sherry Barrels & A Lack Of Transparency


"Malt whisky, which emerges from the spirit-still as clear as gin, has to be matured in order to rid it of impurities and to improve its flavor. The choice of cask is therefore all-important, and the best is an oak sherry cask. It was, in fact, the sherry in the wood which gave the malt whisky its rich amber color, and, depending on the size of the cask, malt whisky is at its best between the eight and fifteen years."
--Scotch: The Whisky of Scotland in Fact and Story by Robert Bruce Lockhart (1951)

It all begins with an oak tree...

The tree is harvested, the wood cut into staves, and those staves are then used to construct a barrel which will eventually age alcohol, maybe Bourbon, Sherry or Port. In time, the used barrel will end up being sent to Scotland, where it will then age whisky. The significance of the barrel in the maturation of whisky cannot be underestimated and the choice of the cask is a crucial decision in the production process. Numerous individuals in the whisky industry claim that approximately 70% of the flavor of whisky comes from the oak barrels in which it is matured. Due to their vast importance, I believe it is also vital that the whisky industry be fully transparent in regard to the casks they use.

However, that isn't always the case, especially considering one specific type of barrel, the Sherry cask. That needs to change though first, it seems that much more attention needs to be brought to this issue, to make many more people aware of this problem. With greater awareness, then a larger and more united front can push for change in the whisky industry, to convince them to become more transparent about this matter.

As such, this is a preliminary article about the issue of the misuse of "Sherry" barrels, intended to raise public awareness and hopefully motivate others to explore deeper into these issues. I hope that it might even provide a little motivation for whisky producers to be more transparent, though I don't suspect a single voice will move them to action. However, I will be continuing to investigate, continuing to spread the word, and you can look forward to future articles about this controversy.

"These days they’re seen as slightly old-fashioned, looking back to a time when the Scotch whisky industry used more sherry casks than American oak. While it is not quite as simple as that – blenders were using refill casks in Edwardian times to produce lighter styles and sherry was still the dominant cask type in the 1930s, when light blends appeared – it’s true that the rich, deep blend is less common these days."
Whisky: The Manual by Dave Broom (2014)

In simple terms, Sherry is a wine produced in the Andalusian province of Cádiz in a region bounded by Jerez de la Frontera, Sanlúcar de Barrameda, and El Puerto de Santa María, the Marco de Jerez, or the “Sherry Triangle.” The Jerez-Xérès-Sherry DO (Denominación de Origen) and Manzanilla Sanlúcar de Barrameda DO cover approximately 17,500 acres of vines, with about 95% of that acreage dedicated to the Palomino grape. Sherry is a fortified wine, which means that a small amount of neutral grape spirit is added to the wine. There are a number of different types of Sherry, such as Fino, Manzanilla, Amontillado, Oloroso and Palo Cortado.

There are very few other wines that are produced in a similar manner as Sherry, with its flor and solera system. The flor, a combination of yeasts that coats the surface of the Sherry in the barrel, is a natural way to protect wine from oxidation and also contributes to the flavor of the wine. The solera system, with its multiple barrels and fractional blending, helps to contribute to a consistent Sherry, while enhancing it with older and more complex Sherries. The Sherry barrels are usually stored in above-ground bodegas, with very high ceilings, reminding you of a cathedral. Most other wines are aged in barrels kept underground, in cellars or even caves. Sherry production is a very intriguing process, and creates a special wine.

Most Sherry bodegas have their own cooperage departments as their barrels are so essential to their business. Sherry botas are usually stacked no more than three or four high, as the added weight of a higher stack would damage the botas below. Once in place, barrels are rarely moved, and may remain in the same place for decades, and you can commonly see the dust and spiderwebs verifying their age. The sherry barrels are regularly and constantly examined for any problems. The barrels are commonly painted matte black, allowing leaks to be more readily discerned. It is more difficult to repair their barrels, which may be over 100, or even over 200 years old. They must locate old barrels or staves which can be used for repairs, and that is not as easy as finding a new barrel. In addition, older barrels and staves are more expensive in the Jerez region than new barrel, which is the opposite of much of the rest of the wine industry.


"Unlike table wine, the higher alcohol content of sherry allows the barrels to be used for many years. This constant reuse of barrels minimizes their need for a continual supply of new barrels, at least relative to the whiskey industries."
Wood, Whiskey and Wine: A History of Barrels by Henry H. Work (2014)

The history of the Sherry region extends back about 3000 years and it is the ancient Phoenicians who might have introduced the Palomino grape to southern Spain. Throughout history, the Sherry region has experienced numerous cycles of high and lows, yet always it has persevered. For example, the Peninsular War (1807-1814), which pitted France against Spain and its allies, wrecked havoc on the vineyards of Jerez, and stores of Sherry were often stolen, plundered or requisitioned. France even sometimes occupied the Jerez region. Yet once again, in the 1820s, the Sherry industry found a way to rebound and the industry continued to grow over the next several decades.

One of Spain's biggest customers for Sherry was England, and in 1864, 43% of the total wine imports to England constituted Sherry. It became a custom in middle-class English homes to offer guests a glass of Sherry and a biscuit. By the 1870s, the Sherry industry reached its highest point ever, with much of the credit to the significant number of English consumers. However, that success did not last long, and the Sherry industry fell hard, reaching a low point during the 1890s. This time the fall was due to a tragic combination of numerous factors including a peasant rebellion in Jerez, plenty of poor quality Sherry, fake Sherry being sold by unscrupulous merchants, malicious rumors that Sherry had been adulterated with unsafe chemicals, problems with Phylloxera, and a trend towards lighter wines. There were too many simultaneous problems for the Sherry producers to be able to successfully combat at this time. It was a dark time for the Jerez region.

As usual, the Sherry industry eventually found a way to rebound from its lowest point, showing its tenacity despite great adversity. In 1910, some leading Sherry sippers came together and founded the Sherry Shippers’ Association, pooling their resources to launch an advertising campaign for Sherry. Rather than promote their individual products, they chose to promote Sherry in general. They were largely successful, helping to restore Sherry exports to a very respectable level. For example, during the 1930s in England, Sherry parties became very popular and they continued to be for at least the next 20 years.

As least as far back as the 16th century, and maybe even earlier, Sherry was being shipped around the world in wooden casks, commonly butts of 500 liters. Once the Sherry reached its destination, the casks would generally be emptied and the butts would be reused. The Scotch Whisky industry became enamored of these used Sherry butts and began aging their whisky in those barrels, enjoying the color and flavors those barrels provided to the whisky. However, by the 1940s, the Scotch industry started using some barrels from the American whiskey industry.


"Today sherry casks are not only expensive but insufficient in supply for the requirements of the trade."
--Scotch: The Whisky of Scotland in Fact and Story by Robert Bruce Lockhart (1951)

As Sherry barrels became harder to find, and more expensive, the Scotch industry needed to seek elsewhere, and found that oak barrels from America, commonly used for bourbon, were cheaper and more readily available. Sherry barrels were still coveted, yet continued to be tougher and more expensive to acquire. Making it worse, in 1981, the export rules in Spain changed, and Sherry producers were no longer permitted to ship Sherry in casks. The consequence was that Sherry barrels became even more expensive and more difficult to obtain.

Due to the solera system, and the value of old barrels, there are few old Sherry barrels for sale. As such, some bodegas started creating Sherry casks specifically for the whisky industry. There are Scotch producers who have partnerships with certain bodegas, which provide them a number of Sherry barrels each year. These are considered "seasoned" casks, which hold Sherry for a few months to a couple years, and they are outside of the usual solera system. As an example, The Macallan is alleged to annually import about 25,000 Sherry barrels from Spain although not all of those barrels are from the Jerez-Xérès-Sherry DO.

If The Macallan isn't getting all of those "Sherry" barrels from the Jerez-Xérès-Sherry DO, where are they getting them from? And are other Scotch producers obtaining barrels from similar sources outside of the Sherry Triangle?

Let's begin the answer with a brief discussion of legally recognized geographic indications. The term "Scotch Whisky" is a Protected Geographical Indication (PGI), meaning it can only be produced in Scotland according to UK rules. No other distillery in any other country can claim to produce "Scotch Whisky," and if they try, there are legal remedies to stop them from doing so. In some respects, you can think of it as a trademark. "Champagne" is another example of a Protected Geographical Indication, and no Sparkling Wine outside of the designated Champagne region of France can label itself as Champagne.  However, there is a quirk in the U.S. where some producers were grandfathered into a U.S.-France agreement and allowed to use the term "Champagne" provided they labeled it as "American Champagne."

"Sherry" is another Protected Geographical Indication and as with other PGIs, Sherry can only be produced within a specific legally demarcated region, the Sherry Triangle formed by the cities of Jerez de la Frontera, El Puerto de Santa María, and Sanlúcar de Barrameda. It is important to recognize and respect PGIs, especially if you desire others to recognize and respect your own PGI. Thus, producers of Scotch Whisky should respect PGIs such as Champagne and Sherry, as those producers certainly want the rest of the world to respect the Scotch Whisky PGI. However, that respect is apparently lacking with some producers of Scotch Whisky and it needs to change.


"In an excellent practical paper to the Scottish section of the Institute of Brewing in 1906, on ‘Casks, their manufacture & treatment’, Haldane discussed the need for control of cask quality and showed how this could be achieved through standardisation. Some interesting comments were made on sherry casks and how these could be fraudulently manufactured by unscrupulous traders who shipped worn-out casks from Leith to Spain, rinsed them with sherry, covered them with cobwebs and allowed them to lie around in the bodega to acquire a patina of age. The casks were sold back to the Scotch whisky industry at an inflated price."
Scots On Scotch: The Book of Whisky by Philip Hills (2012)

As Sherry barrels became more expensive and tougher to obtain, it was obvious that Scotch producers would seek out less expensive and more readily available alternatives, and not just oak barrels from the U.S. Within Spain, there are regions outside of the Sherry Triangle which produce Sherry-like, or Sherry-style, wines though they are not legally permitted to designate their wines as Sherry. Some Scotch producers purchase barrels of this Sherry-like wine from these other regions and use it for aging their whisky. However, many of these Scotch producers still commonly refer to these barrels as "Sherry" despite the fact they are not legally Sherry barrels.

This practice fails to recognize and respect the Sherry PGI. It also shows a lack of transparency on behalf of the Scotch producers, confusing consumers who might have expected authentic Sherry barrels to have been used. It would be an easy problem to resolve so why don't they do so? To be clear, I'm not objecting to the use of these Sherry-like barrels but rather I'm objecting to their designation by Scotch producers as "Sherry" casks. If they want to use Sherry-like casks, then just be transparent about their use and respect the Sherry PGI.

One of the regions outside the Sherry Triangle is the Montilla-Moriles DOlocated about 90 miles northeast of the Jerez region. It produces a number of Sherry-like wines though they are significantly different from authentic Sherry. For example, Montilla-Moriles wines commonly use Pedro Ximénez, rather than Palomino, as their main grape. In addition, most Montilla-Moriles wines are not generally fortified though authentic Sherry is always fortified. There are a number of other differences too and thus, there are additional reasons why the wines of this region should not be called Sherry.

I should join out that this problem isn't limited to the Scotch whisky industry and is an issue in the U.S. whiskey industry too. For example, at the Westland Distillery, in Washington, they produce a Sherry Wood American Single Malt Whiskey but it wasn't matured in authentic Sherry barrels from the Jerez-Xérès-Sherry DO. Instead, they sourced their barrels from Tonelería del Sur in the Montilla-Moriles DO. Although their website is clear the origin of the barrels, they do not specifically explain that they are not using authentic Sherry barrels. The average consumer will simply assume they are using legal Sherry casks.

The Condado de Huelva D.O. is another Spanish region, about 60 miles northwest of Jerez, which produces Sherry-like wines, and again, their wines have some significant differences from the Sherry produced in the Jerez-Xérès-Sherry DO. Though they do use the Palomino grape, they also use a number of other grapes which are not permitted in the Jerez region. Within this region, one specific producer, Bodegas José y Miguel Martin, is especially well known in its connection to the Scotch whisky industry. By some estimates, at least half, if not even more, of their production involves producing barrels for the whisky industry.

You'll find numerous Scotch producers which purchase barrels from Bodegas José y Miguel Martin, such as Glenfarclas, Compass Box, and The Macallan. It can be difficult to determine which Scotch producers use the Martin barrels as their websites may not indicate the source of their "Sherry" barrels. For example, both Balvenie and Laphroaig produce a number of whiskies which are aged in "sherry" casks but their websites do not indicate the source of those barrels.

As the barrels produced by Bodegas José y Miguel Martin are not legally Sherry barrels, then the whisky producers using those barrels should not be stating on their labels, websites and marketing materials that any whisky aged in those Martin barrels are "Sherry." It would be far more preferable for those whisky producers to refer to those barrels as "Sherry-like" or "Sherry-style." Yet they do not do so.

Bodegas José y Miguel Martin apparently understands the issues involved as back in 2014, they applied to The Spanish Patents and Brands Office (OEPM) for a trademark to use the term "Sherry Cask" on their barrels. They wanted whisky producers to be able to legally use the term Sherry Cask on their labels, websites and marketing material. In 2015, they were denied by the OPEM and subsequently appealed that decision, though the appeal was dismissed in October 2015. As such, Bodegas José y Miguel Martin does not have the legal right to refer to their barrels as "Sherry Casks."

The Consejo Regulador in Jerez is concerned about the issues of whisky producers properly indicating whether they are using authentic Sherry casks or not. They are working toward this end though nothing definite has yet been decided. One idea that has been discussed and may be eventually implemented is a voluntary certification system, where a whisky producer could obtain a certificate that they use authentic Sherry casks. This might be the direction in which the Sherry regulations are most likely headed.

While we are discussing regulations, it is worthwhile to examine the The Scotch Whiskey Regulations 2009, which help to define and regulate Scotch production, marketing and more. First, we will discover that the regulations do not mention Sherry at all. As such, there is nothing in the regulations that restrict the Scotch industry from using only authentic Sherry casks. There is also nothing that forces them to properly differentiate authentic Sherry casks from Sherry-like wine casks. Hypothetically, by these regulations, a Scotch producer could use a cask from an American winery that makes Sherry-like wines and call it a "Sherry" cask.

Under Section 3.(1)(c) of these regulations, it states that Scotch whisky must be "... matured only in oak casks of a capacity not exceeding 700 litres;.." That is the only restriction on the type of casks that may be used and you can see it provides much flexibility to the Scotch industry. The only other reference to "casks" in the regulations, under Section 7.(1), involves a restriction on moving Scotch Whisky from Scotland to another country in a wooden cask. In addition, none of the regulations, on marketing, advertising, labels, and more, mention identification of the type of cask used for maturation or finishing.

My interest in these issues was spurred on after a Scotch tasting with representatives of Compass Box, a company established in 2000 which produces and bottles a wide range of blended Scotch whiskies. I was impressed with their bottlings and asked about the source of their Sherry barrels, being informed that they were from Bodegas José y Miguel Martin. It was a Bodega of which I was unfamiliar but some quick research uncovered the reason for my unfamiliarity, that it wasn't a Bodega within the legally demarcated Sherry region. That led me to pose further questions to the Compass Box representative who directed my inquiries to John Glaser, the founder of Compass Box (pictured above on the right).

I exchanged several emails with John about this issue and then had the opportunity to speak to him in person as he presided over a local Compass Box event. John was very transparent and forthright about the issue, noting that I was the first person to inquire about this matter. As such, it certainly wasn't a high priority but John agreed as to its importance. John stated that Compass Box used both authentic Sherry casks as well as Sherry-style casks from Bodegas José y Miguel Martin. He uses the Martin casks because he feels they are very high quality, and that is a crucial aspect to their whisky production.

On their website, they provide a list of their Core Whisky Beliefs, including: "Good oak rules. Up to 70% of the flavour in mature Scotch whisky comes from the interaction of the spirit with the cask it is aged in. You can only create a great whisky when you use great wood." John stated that it was difficult to find authentic Sherry casks that met his high standards but that those from Bodegas José y Miguel Martin fit all of his needs. As I mentioned previously, I have no problem with the use of these Sherry-style barrels but I simply want complete transparency concerning their use.

Compass Box embraces the value of transparency and is already involved in a "Scotch Whisky Transparency" campaign, seeking to change the regulations concerning the information provided to the public concerning the aging of whisky. As their website states, "It is currently against EU regulations for a producer to mention an age when talking about a bottle of aged spirit – whether on the packaging or in the marketing of that product – unless there is only one age mentioned and that age is of the youngest spirit in the bottle." Compass Box would like to explain the aging of all of the individual whisky components in their blends, to be more transparent to consumers. That is a worthy goal though I would also like to see more transparency on the Sherry cask issue.

John indicated to me that they differentiate the usage of Sherry casks and Sherry-style casks by capitalizing "Sherry" when referring to authentic Sherry casks, and using a lower case "sherry" for Martin's Sherry-style casks. However, I pointed out to him that not all of his marketing materials follow this rule, showing him a marketing document I received at a prior Compass Box event. That document used both "Sherry" and "sherry" to refer to the same type of barrels. John indicated he would ensure that was corrected and that the rule would be followed in all marketing materials going forward.

I also inquired whether the Compass Box website would explain this rule as currently it didn't mention the different usages. Without a specific explanation, I don't believe consumers will understand there is a difference between "Sherry" and "sherry," simply assuming they both refer to authentic Sherry casks. An explanation would be simple to add to the website and could alleviate much confusion. John indicated that at this time, they would not add such an explanation as he felt that such an explanation might further complicate matters considering they already had to spend time explaining the basics of whisky, blending and such to consumers. Adding another level of complexity might be overwhelming.

In addition, John stated that they were involved in a number of other, more important projects so they didn't have the time currently to devote to the Sherry issue, although he agreed it was a matter that needed to be addressed in the Scotch industry. As I was the first person to raise the issue to him, there certainly wasn't any imperative to work on the matter. I'm sure plenty of other Scotch producers feel the same way, that as few people are raising the issue, it is a matter of low priority. Hopefully, that can be changed as we raise the visibility of this important issue.


These issues with "Sherry" barrels also raise the question whether the Scotch whisky industry is being less than transparent with other types of barrels that they are using. Are they using authentic Bourbon barrels or are they using Bourbon-style barrels, which held some type of corn whiskey which isn't legally Bourbon? What about their Port barrels? The question could be asked about all of these various oak barrels. And if they aren't transparent about their "Sherry" barrels, then it certainly isn't a stretch to believe it might also occur with other barrels types. I haven't investigated these other barrel types yet but I may do so in the future.

We want transparency from so many of our food and drink industries and should demand it as well from the Scotch whisky industry. We should demand that they be transparent about the nature of the barrels in which they age their whisky. We should demand that they respect the Protected Geographical Indication of Sherry, just as they want everyone else to respect the Scotch Whisky PGI.  Until we have enough people demanding this transparency, then it is unlikely the whisky industry will take any action.

Please spread awareness of this issue and then push the Scotch whisky industry to be more transparent and respect PGIs.

Wednesday, October 4, 2017

Compass Box: Blending Whisky Like An Italian Chef

How do you blend Whisky like an Italian chef? That might seem to be an odd comparison but once you understand it, you'll embrace the concept.

Compass Box Whisky, established in 2000, produces and bottles a wide range of blended Scotch whiskies. At a recent tasting class at Redstone Liquors, two representatives of Compass Box Whisky led us through a tasting of 6 whiskies, explaining about the company and its philosophy. The representatives included Scott Ellis, the U.S. Western Regional Manager, and Kerrin Egalka, the U.S. Northeast Regional Manager. It was a fun, educational and tasty event, presenting a compelling comparison tasting, topped off by one of their high-end, limited edition offerings.

Compass Box was founded by an American, John Glaser, who once worked for Johnnie Walker. Glaser felt that too many Scotch companies were operating in the same way and he wanted to do something different, choosing to reach into the past and emulate some of the old whisky blending houses. Compass Box remains a small company, with only about 15 employees, and purchases high-quality distillates from numerous Scotch distilleries, blending the distillates as well as sometimes aging them further.

The company has five core beliefs which guide their operations and production. First, "Blending is a platform for creativity. A well-made Scotch whisky blend, made from excellent component whiskies, is something no single distillery can create, and can rival the complexity of the very best of single malt whiskies." Scott Ellis stated that their blending is conducted as if they were an Italian chef, meaning that they use only a small amount of high-quality ingredients, blending them carefully so that you can detect each component in the whole. Compass Box commonly blends only 2-4 high-end whiskies rather than dozens of different ones, so you can discern the individual characteristics of each specific whisky.

I've long said that blending is an art form, and that blenders, in both the wine and spirits worlds, don't receive as much attention or kudos as they deserve. It is also compelling to see the efforts of Compass Box as akin to an Italian chef. If you've been to Italy, you know that many of their best dishes are simply prepared, using the highest quality ingredients, and such dishes can taste amazing. This whisky blending isn't like the preparation of many stews and soups, where a large assortment of ingredients are added, and often using just what is available, even if it isn't high quality. Give me simplicity and high quality any time.

Second, "Good oak rules. Up to 70% of the flavour in mature Scotch whisky comes from the interaction of the spirit with the cask it is aged in. You can only create a great whisky when you use great wood." The barrel is twice as important as the base spirit, and is truly the "unsung hero" of the production process. That again is something I have written about before, emphasizing the integral nature of barrels. Compass Box takes great care to purchase only the best barrels, to ensure their final product is excellent. It is also why they have chosen to undergo a second maturation, a finish barrel, for some of their whisky.

Third, "Good whiskies don’t need age statements. We believe whisky quality is determined by flavour and character, not by an age statement. There is no short-hand for quality in Scotch. Age statements can be a red herring." Some people certainly fall into the assumption that older Scotch is better, but that certainly is not the case. The taste of the Scotch should be the definitive factor, not merely its age.

Fourth, "Whisky should be bottled without chill-filtering and at its natural colour. Unlike most Scotch whisky producers, we see no reason to artificially colour our whiskies, or to strip away mouthfeel by chill-filtration. These are cosmetic steps we never take." This is a position I've started to see more and more with some of the smaller whisky producers, trying to maintain the natural nature of the whisky, without doing anything to its color or mouthfeel.

Fifth, "Drink good whisky any way you like. No rules. Good whisky can be enjoyed neat, with water, ice, mixers, in a culinary cocktail or paired with foods. There are no rules. Simply share and enjoy." This is another issue I fully agree with, and have written as much previously. Simply enjoy whisky as you life as we all have our personal preferences. Don't let someone else tell you how you must enjoy your Scotch.

Compass Box makes three different types of blends, Blended Scotch Whisky, Blended Malt, and Blended Grain, and their portfolio is basically broken down into the Signature Range, Great King Street, and Limited Editions. The Great King series was inspired by recipes from 19th century distillers, and includes two whiskies, the Artist's Blend and Glasgow Blend. It was the Artists Blend which was the focal point of our tasting, the control for our experimental tasting.

The Artists's Blend is the base whisky for their new Marrying Cask program the pilot which launched last year in Massachusetts. Using the Artists' Blend, they did a second maturation, a marrying of sorts, in four different types of barrels. One whisky with five different expressions. Only three barrels of these casks were imported into the U.S. and Massachusetts is the only state which received all four marrying casks. Other states only received one or two different types, so we were very lucky to have the opportunity to sample all four.

The base Artist's Blend is a blend of 46% Lowland Single Grain Whisky, 29% Northern Highland Single Malt, 17% of a different Northern Highland Single Malt, and 8% Speyside Single Malt. It was also matured in 75% First Fill American Oak barrels, 17% New French Oak, and 8% First Fill Sherry Butt. (Note: The "Sherry" butts come from Bodegas José y Miguel Martin, located in Huelva, which is actually located outside the legal Sherry region. As such, their products are not technically Sherry.)

The Artist's blend is bottled at 43% ABV and uses about 50% malt whisky, which is higher than the 30% that many other blends use. Grain whisky is inexpensive so the large producers tend to use more grain than malt, which also diminishes the character of the whisky which comes more from the malt. I found the Artists's Blend to be a pleasing blend of fruit, spice and a touch of smoke, more apple pie and fall spices with hints of vanilla and cinnamon. Easy drinking and it would do well on its own or in a cocktail.

We then proceeded to taste the four different Marrying Casks ($49.99/bottle), each which uses the Artist's Blend and simply ages it for a second maturation in a different type of barrel. Despite the fact that each uses the same whisky, they are distinctively different, the second maturation, about 6-12 months, bringing out a significant change in the flavor profile of the whisky. It was a fascinating comparison tasting, and all of the attendees had their own personal favorite.

The first marrying cask involved a barrel which previously stored Lowland Grain Whisky. This created a lighter style whisky, more elegant and delicate, with a lightly sweet taste and vanilla accents.

The next marrying cask used barrels which had previously aged Highland Malt Whisky. This whisky had a strong, fruity nose with lots of berries and tropical fruit on the palate. There were vanilla accents and subtle spice notes but this whisky was all about the fruit. Quite delicious!

The third marrying cask used "Sherry" butts which previously had aged Highland Malt whisky.  This whisky though did evidence some typical Sherry aromatics, as well as some saline notes on the palate. There were some red fruit notes as well, a mild sweet tang, and a lengthy finish. Very tasty.

The final marrying cask was conducted in a barrel previously used to age the Oak Cross Malt blend, a type of hybrid barrel with both French and American oak. This whisky had a fruity aroma but on the palate, it was more spice and cream, with subtle hints of berries and vanilla. It wasn't as fruity as the second marrying cask but delicious in its own way

Overall, all four marrying casks were compelling for their unique flavor profiles and which will appeal to you depends on your own personal preferences. The second marrying cask might have squeaked out as my personal favorite, but it probably would depend on my mood on any specific day.

Finally, we tasted one of their limited edition, higher-end whiskies, the Double Single ($152-$175). The concept of this whisky was to "find complexity within simplicity." As such, it is a blend of only two whiskies, 72% Glen Elgin Single Malt (aged in re-charred hogshead bourbon barrels) and 28% Girvan Single Grain (aged in re-charred bourbon barrels). This is the third time this whisky, with a 46% ABV, has been released, and only about 5800 bottles were produced and bottled in March 2017.

The Double Single was superb, a silky smooth, complex and well-balanced whisky with a fascinating melange of flavors. There were hints of vanilla and caramel, berries and tropical fruit, herbs and spices. Each sip seemed to bring something new to my palate. Ellis mentioned it reminded him of Werther's Original candies and I could see the connection. This is definitely a whisky that probably is best served on its own and not mixed in a cocktail, where it may lose some of its complexity. If you want a superb whisky, then you won't go wrong buying a bottle of the Double Single.

Overall, Compass Box Whisky is producing plenty of delicious and intriguing blended whiskies. The company has an excellent philosophy and I love the idea of them equating their blending to that of an Italian chef. With a range of price points, you should be able to find something from their portfolio that appeals to your preference and wallet/pocket book.