This past Thursday I headed up I-80 to Davis to attend RAVE 2008. There were a number of cool presentations, but the final talk of the day by Dr. Mark Matthews was by far the most provocative.
Matthews covered a lot of ground in his talk, which was an overview of the research he had conducted on the factors relating to wine quality over the past 25 or so years.
The main theme was that a lot of the dogmas long held by researchers, enologists and viticulturists in the wine industry might be based on a poor analysis of the data.
Dogma #1: Vine Balance
For instance, winegrowers talk a lot about vine balance. Part of Matthews’ talk was designed to show that vine balance appears to be a nebulous concept of little real value since the way we measure it (comparing grape yield to the amount of dead plant matter trimmed off each vine at the end of the year) is flawed.
The acknowledged range for the ratio for crop weight to pruning weights is between 5 and 10. There have been many studies that back this up and wine literature is rife with nods toward the idea.
The problem is that when you graph pruning weight ratios along with wine sensory evaluation data, you don’t find a correlation. Instead what you find is that nearly all wine, both good and not so good, falls within the 5-10 ratio.
In other words, if as a grower you were hoping that by keeping your vine in balance you would give yourself a better chance to make good wine, you’d be wrong. Bad wine is as likely to be made as good wine.
So obviously there are other, more important factors in play. The most we could say is that a 5-10 ratio might be necessary, but not sufficient for high quality wine. There’s more to the story than just vine balance.
Dogmas #2 and #3: Berry size and Low yield
What else is thought to contribute to wine quality besides vine balance?
Lots of folks (myself included) feel berry size is another key indicator. The smaller the berry, the better.
Low yield (sometimes a byproduct of vine balance, sometimes not) is also accepted to be a driver of quality. I’m a big believer in low yields as well.
But here again it seems that the whole process is much more complicated than simply “grow small berries and limit your crop.” Here’s a cut and paste from Matthew’s lab website:
That small berries are superior to big berries, and that high yield translates into low quality, are two prevalently held dogmas within the wine industry. Data suggest that it is the journey rather than the destination that determines wine grape composition and wine sensory attributes.
We have found that the composition of the berry is more dependent on how it got to a size than on the size itself, and that what may matter more to fruit composition and wine sensory attributes than just yield per se, within a wide range of yields, are the conditions under which the fruit arrived at said yield. See the research summary figure below:
“It’s not the destination, but the journey that matters.” Interesting stuff.
Could Global Warming Be Dogma #4?
And then today I stumbled across this, from an ABC Radio interview with an Australian biologist named Jennifer Marohasy:
Duffy (the interviewer): “Is the Earth still warming?”
Marohasy (the biologist): “No, actually, there has been cooling, if you take 1998 as your point of reference. If you take 2002 as your point of reference, then temperatures have plateaued. This is certainly not what you’d expect if carbon dioxide is driving temperature because carbon dioxide levels have been increasing but temperatures have actually been coming down over the last 10 years.”
Duffy: “Is this a matter of any controversy?”
Marohasy: “Actually, no. The head of the IPCC (Intergovernmental Panel on Climate Change) has actually acknowledged it. He talks about the apparent plateau in temperatures so far this century. So he recognises that in this century, over the past eight years, temperatures have plateaued … This is not what you’d expect, as I said, because if carbon dioxide is driving temperature then you’d expect that, given carbon dioxide levels have been continuing to increase, temperatures should be going up … So (it’s) very unexpected, not something that’s being discussed. It should be being discussed, though, because it’s very significant.”
Last March I wrote about a presentation to the Napa Valley Winegrowers I attended that suggested that global warming might actually be good for Napa winegrowers. I was very surprised at the time, and I still am.
Now I hear that temps have leveled off globally or even dropped? The mind reels.
But there’s even more. From the interview:
Duffy: “Can you tell us about NASA’s Aqua satellite, because I understand some of the data we’re now getting is quite important in our understanding of how climate works?”
Marohasy: “That’s right. The satellite was only launched in 2002 and it enabled the collection of data, not just on temperature but also on cloud formation and water vapour. What all the climate models suggest is that, when you’ve got warming from additional carbon dioxide, this will result in increased water vapour, so you’re going to get a positive feedback. That’s what the models have been indicating. What this great data from the NASA Aqua satellite … (is) actually showing is just the opposite, that with a little bit of warming, weather processes are compensating, so they’re actually limiting the greenhouse effect and you’re getting a negative rather than a positive feedback.”
Duffy: “The climate is actually, in one way anyway, more robust than was assumed in the climate models?”
Marohasy: “That’s right … These findings actually aren’t being disputed by the meteorological community. They’re having trouble digesting the findings, they’re acknowledging the findings, they’re acknowledging that the data from NASA’s Aqua satellite is not how the models predict, and I think they’re about to recognise that the models really do need to be overhauled and that when they are overhauled they will probably show greatly reduced future warming projected as a consequence of carbon dioxide.”
The point of this huge spew is, I suppose, that there are huge gaps in our knowledge.
When we taste grapes in the vineyard and decide to pick, do we really know how the flavors we taste then will translate to finished wine? Or are we just guessing? Do we really know which of our vineyard practices are actually contributing to higher wine quality? Or are we just following tradition and accepted wisdom? Is the earth really on fire? Or, in our human hubris, are we underestimating the planet’s ability to adapt and survive?
On this most holy of weekends, these are some of the questions that keep me up at night.

Craig CAmp
2 years ago
Josh,
My experience agrees with the top two points. Vine balance, berry size and yield are terroir driven concepts that change vineyard to vineyard. Often what is right for one site is bad for another. You have to learn your sites instead of following general ratios or guidelines.
As far as global warming is seems there are still many scientists who believe it is real. For example, while Oregon had a cooler, wetter year in 07 this was more a function of the La Nina event than any change in global warming.
Greg
2 years ago
Josh,
I had a feeling that you would be at RAVE. I was there early to pour the Brett and sulfur taint wines that were on the table. Some of those sulfur wines were absolutely horrible. Luckily, I got free lunch for pouring, so I came back for the food.
Anyway, the Vine Balance concept is an interesting one. I just spent a whole quarter with Dr. Matthews debating every week what the rational for and history behind balanced pruning and for vine balance are. Along the lines of journey vs. destination, I think that the use of a simple index like 5-10 crop:pruning weight as ideal is overly simplistic and idealistic. It ignores soil, location, vine age, and variety. My feeling is that for each location, the resulting wines have to be evaluated sensorily and then correlated back to which vineyard treatments/practices/conditions led to the best wines for that site.
Are you going to ASEV this year? I just found out that I’m giving an oral presentation on my research there. Maybe I’ll see you there.
Josh
2 years ago
Craig,
I agree with you that everything is site dependent. But until we can tease out the casual factors involved in wine quality and have them be predictive instead of simply descriptive, we will have a long way to go.
Given a good site with a known terroir, I think we have a pretty good idea of how to create good wine. But we really have no idea how to maximize quality besides trial and error. That’s my issue. I want to make great wine and I want to do it as soon as possible.
Greg,
3 of the 4 were pretty stinky! It might be interesting to be able to impart just a hint of say, carbon disulfide (kind of a poultry or ether(!) – Fear and Loathing style - smell) though. You know, for complexity. And I bet someone like Greg La Follete would want even more smells and control.
I’ll be at ASEV and I’m stoked to hear you’ll be presenting. Congrats!
Thanks for the comments guys.
Randy
2 years ago
Josh,
We chatted on Wine Biz Radio today (albeit briefly) on this post. And Kaz and I agree that the “vine balance” dogma is debunked. I think what vine balance gets you is into the realm of being able to make good wine (i.e. you’re not overcropped or undercropped), but has no impact on the fruit makeup.
Your last couple paragraphs reminded me of what I heard from my winemaking instructor: that even tasting the grapes in the vineyard not a sufficient indicator of what the wine will taste like, since many of the polyphenols present in wine are bound (i.e. un-tastable) when it’s still grape juice.
So, I think what it boils down to is understanding over a long period of time what sort of fruit a given vineyard makes, and knowing what kind of wine you’re going for allows you to make gentle corrections over time to allow that vineyard to create the wine style you’re going for. There is no short-term solution to instantly know what kind of wine can be made from a given vineyard; it always takes time.
Josh
2 years ago
Thanks for the comments Randy. I’m flattered you thought it was interesting enough to talk about.
I’m actually surprised at how many people consider the dogmas above “debunked”. Yield to pruning weight is still considered a viable means to achieve vine balance by lots of folks. Still teach it at Vit schools etc.
As far as berry size and low yield goes, I arrive at small berries through dry farming. But I’d like to be able to increase the crop a bit and maintain quality. Last harvest I was getting around .9 tons/acre dry farmed. The wine is delicious and concentrated, no doubt, but at what cost?
When you pull back from straight dry farming you have to look at what the drivers of quality are and try and balance them against the need for tonnage. And while it is easy to say “know your vineyard and through time you’ll figure it out” I’m not so sure.
I think Greg is right that you need to correlate things backwards from wine quality, but who among us has the time and patience to run a real experiment. Our sample sizes are so small and so few variables are controlled for that we are basically just guessing. The errors are very large.
So, that brings us right back to tradition and dogma: either inherited or derived from our own flawed experience.
To say we just need to “know our vineyards” is pretty empty talk to me given the above. What exactly do we really know?
Thanks for the discussion!
Randy
2 years ago
Josh,
Since I’m taking viticulture at Napa Valley College this semester, and we recently talked about the use of vine balance being cluster weight as a ratio with pruned wood, even Dr. Steve Krebs there seemed to imply that it was an effective way to balance vine capacity (of crop), meaning avoiding under- or overcropping. There was no mention of quality of crop.
He also made it sound like it was remarkably unreasonable to conduct the vine balance experiment in a working vineyard, because you couldn’t do more than a sampling of vines (you wouldn’t do it to an entire vineyard, because each vine has it’s own balanced form — some vines are stronger than others and can carry more crop). When we did a pruning field study at the NVC vineyard, we used shoot vigor (being that a balanced vine would have 1 year wood between 4-5 feet in length) as a measure of whether the vine was in balance or not, which dictated how we pruned the vine for this year’s harvest. These were cane-pruned Cab Sauv vines. This is how I see pruning crews working in the field. Having a pruning crew recording pruned wood weight on a per-vine basis, is this really being done? I guess I don’t see how you could practice that kind of “vine balance” in a practical way.
And since we’re in the same boat (8.6 acres planted, and our dry-farmed vineyard yielded less tonnage per acres than YOUR vineyard), I thought it interesting that we’re confronted with the same concerns about how to balance fruit (and ostensibly, wine) quality with being able to stay in business as a grower.
But here’s the Q factor in all of this: You can attempt to work backward from wine quality, but no matter how consistent your viticultural practices, the growing season itself can throw a huge monkey wrench in the works. 2007 is a fine example of that, since tonnages were generally down up to 30% all over the county.
What I think I am saying when I say “know your vineyard” is that you have to make wine using the fruit and then gently and gradually adjust your practices (with exceptions, naturally) to move toward what you think will be a better outcome. This I think is the same thing that Greg is saying in his comment.
Excellent discussion, I love going deep on viticulture sometimes, it’s a good review, considering my midterm for vit is next week!
Brian
2 years ago
Josh,
I just wanted to make sure you aren’t buying into those points about global warming. I won’t comment on how global warming will affect wine, that will vary by region, soil, agricultural practices, etc. BUT as far as global warming goes, there is overwhelming evidence that there is a LONG TERM TREND toward warming, driven primarily by humans burning fossil fuels and changing the chemical composition of the atmosphere. Yes 1998 was a very hot year, maybe the hottest of the past century, but 2005 was just as warm (maybe a tiny bit cooler, or a tiny bit warmer, there’s disagreement). The idea that the temperatures have “plateaued” is wrong, based on the empirical, observed temperatures. There are bumps along the way, but the long term trend is clear, statistically and physically significant, and has been strongly tied to human influences.
For further evidence, go take a look at some of the info posted at realclimate.org, where climate scientists (rather than biologists, who do not study climate) post explanations for some of the common misconceptions about climate change. I’m not associated with that site, but I am a climate scientist, for what it’s worth.
Josh
2 years ago
Brian,
Thanks for the comments and I appreciate your insight.
No need to fear, I certainly don’t doubt that there has been warming over the long run. My point was simply that the gaps in our knowledge are pretty large when it comes to systems as complicated as climate and plant biology.
Since you are a climate scientist, I’m curious: How much faith do you put in the climate models? Is the biologist right about the Aqua satellite data or is she misrepresenting?
I’ve started poking around realclimate.org. It’s a little dense for us folks that aren’t steeped in the various controversies they are weighing in on, but it looks interesting.
Thanks again!
Brian
2 years ago
Well, full disclosure, I use climate models every day, so I might be biased toward their utility. That said though, we’ve gotten to a point now with climate models where we (the “experts”) argue about a lot of important stuff, and there are well-known deficiencies that we are trying to improve (like clouds and water vapor about 10 miles up). Overall, the models tend to agree on a lot of important points, and just details are different. And in fact, if we start to look back at the earlier models and the predictions they made, say in the late 1980s, we find those predictions to be rather conservative. That’s kind of sociological thing scientists have, they tend to err on the side of caution, and it is borne out in this case. The observed temperature changes have been bigger and faster in the past two decades than expected by the early predictions. This tendency toward overly conservative predictions could still be happening because there are some parts of the system poorly represented in the models (ice, in all its forms, for example).
As for the AQUA observations, I think that biologist is at least slightly misrepresenting the truth. A lot of people have used some theoretical ideas to say that relative humidity should stay about constant in a changing climate, and at least one paper (from 2004) said this wasn’t quite true, that relative humidity was dropping slightly. Exactly what this means is not clear, but I think this is a relatively small point in our overall understanding of climate change. It could help us improve projections of future climate, but it definitely is not saying that previous projections are completely wrong.
Hope that helps!
.brian
Brian
2 years ago
Sorry for over-commenting, but interestingly, this Jennifer Marohasy is apparently quite fervently anti-global warming. She’s got a blog called “The Politics and Environment Blog” and it looks very contrarian. I’ve never heard of her before, but I don’t think it’s going out on a limb to guess she isn’t a very credible source for objective descriptions of the science.
.brian
Taster B
2 years ago
Very interesting post. I agree that too much emphasis is placed on incomplete scientific data a lot of the time (especially in the medical field). Regarding the global warming program: Did they mention Global Dimming as a factor? I saw a program (Nova?) about it a couple of years ago. Apparently, the amount of sunlight hitting the earth has dropped anywhere from 10%-20% depending on where on the planet you are due to the particulates from pollution in the upper atmosphere reflecting sunlight back out into space. The scientists on the program calculated that the average temperature would actually have increased more like 9 degrees over the last thirty years (instead of 1 degree) except for this factor no one knew about that was keeping the warming effect in check….
rama
2 years ago
solid post as usual- keep it up. not sure if I’m just out of it, but I read and reread the part on “5-10 ratio” on vine balance and I still don’t know what you’re talking about. Via http://www.cinnabarwine.com/news2002-09.html, are you saying the popular belief is that “the crop should weigh [5 to 10] times more than the canes that are removed the following winter” ?
Josh
2 years ago
Rama,
You’ve got it. The problem is that crop almost always weighs between 5 and 10 times the pruning weight (dead plant matter) at the end of the season. Which means that almost all wine, both good and bad, has a ratio of 5:1 to 10:1 fruit to cane.
It’s not a very helpful metric.
Thanks for the kind words and the comment Rama!
rama
2 years ago
cool- thx for clarifying. I’ve got a single cab vine in my backyard that was allowed to grow to about 15′. curious to see how much fruit it’ll make this year (for eating, not wine making).
Patrick
2 years ago
Oh, how I wished we would have had some higher crop levels this harvest here in New Zealand. Plenty of grapes, but berry sizes between 6mm and 11mm. Yields from 2 tons to 3.8 tons per hectare. Maybe the vines had suffered from water shortage… It took quite a long time for them to ripen… To reach the destinated Alcohol level, we had to add some sugar. On the other hand fruit is good, sain and already has some great character.
Maybe we have more luck next year.
Wishing a great upcoming season…