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Fortified Wine

Contents

  1. Defining Fortified Wines
  2. History of Fortified Wines
  3. Portugal
  4. Spain
  5. France
  6. Italy
  7. Greece
  8. Australia
  9. South Africa
  10. United States
  11. Fortified Wines in Restaurants
  12. Bibliography

Fortified wine is integral to the history of the world of beverages. Its legacy was established in the 1600s as the wine trade rounded the Cape of Good Hope and crossed the Atlantic Ocean. Fortification, popularized by the British, made it possible for wines to survive during these long trips.

Fortified wines have a huge diversity across the spectrum of their incarnations, and there are wide-ranging offerings within their respective categories. In terms of price, they vary as much as their unfortified counterparts. They are dry, sweet, and all points in between. They can be unaged or complexed by oxidative maturation, mass-produced or the preserve of savvy enthusiasts. Some are drunk very young, when vibrantly fruity. Others are consumed as 200-year-old vinous treasures. The variances of style are virtually limitless.

Today, fortified wines constitute 5% to 10% of global wine production, with a market value of around US$19 billion. This guide focuses on the world’s most important fortified wines, ranging from the Iberian classics to France’s vins doux naturels to Cape Port. These are the wines, appearing on restaurant lists and in retail settings in the major wine markets globally, that are important for expert-level professionals to understand.

Defining Fortified Wines

Fortified wines are defined by the addition of distilled grape-based spirit before, during, or after alcoholic fermentation. All fortified wines have elevated alcohol, and each category is made using a distinct method of production that sets it apart from other categories. In this respect, these wines could be considered more “made,” or manipulated, than their unfortified or dry wine counterparts.

The timing of fortification is crucial in the manufacture of fortified wines as, depending on the addition of the spirit, it prevents or arrests fermentation, rendering a wine sweet because of the presence of unfermented grape sugars. Some wines are fortified after fermentation has been arrested, whether through osmotic pressure in very sweet wines or upon the completion to dryness of alcoholic fermentation. Fortification is an enabler in microbially aged wines and a stabilizer in wines destined for a long oxidative maturation.

Because of the difficulties inherent in accurately measuring the sugar in fermenting grape must, fortification is not a precise science. To fortify a wine to the desired level, the following variables must be considered:

  • Initial sweetness of the must or wine (as Baumé)
  • Volume of the must or wine to be fortified
  • Alcohol level of the must or wine to be fortified
  • Volume and strength of the fortifying spirit
  • Volume of the finished wine after fortification
  • Alcohol level of the wine after fortification

When calculating how much alcohol to add, and when to add it, the winemaker must first know the alcohol in the fermenting (or fermented) must or wine and the degree of alcohol that the fortification should reach. The possibility of alcohol lost through evaporation during élevage must also be considered.

History of Fortified Wines

Although the precise origin of fortified wines is unknown, the widespread practice of adding brandy to a wine, and the popularity of the resulting styles, is attributed to the British. One of the earliest mentions of fortification references the abbot of Lamego adding spirit to the abbey’s wines to render them more stable. This technique was later exploited in 1678 by a Liverpool wine merchant who visited the abbey, in the Douro region, and shipped its fortified wines back to England, finding that they survived the trip well. Soon after, when England and France were once again at war and it was difficult for the British to purchase French wine, Douro became a reliable source of wines. Certainly, by the second decade of the 18th century, Port wine was sometimes fortified. Merchants found that these wines were more resilient to the effects of heat and oxygen during long and turbulent sea voyages, and none more so than the wines of Madeira, whose style was heavily influenced by these vinhos da roda—literally, “rolled wines,” or “wines of the round voyage.”

Both the Dutch and British navies, as well as their respective merchant fleets, were instrumental in spreading the popularity of these new wines, steadily increasing demand throughout their respective colonies and beyond. Admiral Lord Nelson was a very good customer of the Marsala-producing houses of Sicily during the struggles with France. These wines were robust and resilient during voyages at sea that frequently spanned two or more years.

While it wasn’t exclusively the British who spread the popularity of fortified wines, they certainly drove the category more than any other group, heavily influencing Australian and South African fortified wines, Port, Madeira, Marsala, and the once-prevalent fortified variants of Commandaria.

Portugal

Port

The rugged landscape of Douro, in northeastern Portugal, is fabled for its fortified wines. The delimited area covers more than a quarter of a million hectares, with roughly 26,000 hectares (64,200 acres) assigned to the production of Porto DOC wine.

Land and Climate

The Douro is a markedly warm region that follows a continental climatic pattern, with summer temperatures topping 40 degrees Celsius (105 degrees Fahrenheit) and almost all precipitation occurring between November and April. In this area, rainfall varies according to proximity to the Atlantic Ocean, with the coast at Porto and Vila Nova de Gaia receiving at least 1,200 millimeters (47 inches) annually. Just 70 kilometers (45 miles) away, at the western end of Porto DOC, in Baixo Corgo, rainfall is 900 millimeters (35 inches) annually. Further east, and into the warmer Cima Corgo, that figure falls to around 700 millimeters (28 inches). In the remote Alto Douro, the average temperatures are the highest, as this area is farthest from the coast, and rainfall is just 400 to 500 millimeters (16 to 20 inches) annually. Throughout these subregions, the altitudes, topography, and aspects change significantly, and various rivers feed the Douro, impacting microclimates and the subsequent terroirs.

The vineyards of Douro are often steeply raked and precipitous, and the soils are free draining and shallow. Apart from elements of largely impenetrable granite around the fringes of the region, the main rock stratum is metamorphic, comprised of schist. Douro schist is relatively pale and reflective. Because of ancient tectonic activity, this hard rock has been thrown up into vertical waves, forming splits in its otherwise impenetrable layers. This enables the vines to send their roots down deep into fissures in the substrate where they can find nutrition and moisture, despite a dry environment with minimal organic matter.

Because of the steep and rugged terrain of Douro, pruning and harvesting are still mostly conducted by hand, so mechanization, where it is possible, is used instead for working the soil, spraying, mowing, weeding, and hedging the vines. One of the startling features of the Port wine region is its precipitously steep vineyards. Gradients greater than 30% are common, severely limiting the amount of land that can be planted to vines.

In Douro, as in many older winegrowing regions, terracing was the traditional solution to providing a platform on which to plant vines on an otherwise challenging slope. Here, the narrow terraces that closely follow the contours of the land are called socalcos. These intricate dry stone walls support the narrow vineyard terraces behind them. Although sloping, socalcos are much less steep than the mountainsides they occupy, and, while they are not well suited to mechanization, small machines and tractors can sometimes be used. Recently, the Symingtons have been successfully experimenting with small mechanical harvesters designed for the terraces. These harvesters, though slower than the larger machines sometimes used on the flattest vineyards in Baixo Corgo, will provide a partial solution to the labor shortage in Douro. Ultimately, the size of the narrow socalcos dictates the number of vines that can be planted on them, and anything up to 6,500 vines per hectare can be found.

From around the mid-1960s, and especially in the 1980s, with improved access afforded by better roads, a new type of terrace called patamares was developed. Unlike socalcos, patamares do not have retaining stone walls, instead relying on taludes (steep earth ramps or banks) with two or three rows of vines above on the sloping terrace. Patamares are much cheaper to create than socalcos, and, though prone to collapse and soil erosion after heavy rain, they can be repaired with small, tracked tractors or bulldozers. The ramps, however, reduce the plantable vineyard area, which drops to 3,000 to 3,500 vines per hectare, approximately half the density possible with socalcos. This reduction in usable planting space is particularly significant with the narrow, single-row patamares estreitos.

A final vineyard system is vinha ao alto, which was developed in the late 1970s. In these vineyards, rows of planted vines run up and down the contours of the land, rather than across them. This system is unsuitable to steeper slopes, particularly those above a 30% incline. Planting densities for vinha ao alto range from roughly 4,500 to 5,000 vines per hectare.

Although there are still co-planted vineyards in Douro, most Port is no longer made as a field blend. This is particularly the case with the vines planted on the newer patamares and vinha ao alto; one goal in developing these systems was to provide control and predictability through establishing well-understood single grape blocks. In their own way, however, the co-planted vineyards on the terraces also provide insurance against the vagaries of different varieties across vintages.

Most vines planted for Port wine production are in the form of single or double Guyot, set low in vertical rows.

The IVDP and the Beneficio System

The Instituto dos Vinhos do Douro e do Porto (IVDP) represents the interests of wine producers in the region, regulating both Port and the unfortified wines of Douro. The IVDP determines the volume of Port that can be produced in any given year via the beneficio system and the volume that can be released onto the market, with producers obliged to release no more than one-third of their stocks annually. The IVDP is also responsible for the land registry of vineyards and companies making and shipping wine, and it upholds the standards of each Port style through tasting and analysis.

Under the beneficio system, each vineyard is given a letter, from A to I, denoting its quality. Grapes from vineyards rated below F cannot be used to produce Port wine; instead, they can be made into dry wine or distilled for spirits. Each year, the beneficio sets the volume of wine that can be made from each grade of vineyard and a corresponding grape price per kilo. Prices outside the beneficio are much lower.

Vineyard owners are given a certificate for each of their vineyards, and they may trade them. Many producers feel that the tradability of these certificates does not serve the interests of either the winemakers or the industry, as there is too much incentive to exchange lower-quality grapes during trading. This is particularly true for growers who do not make their own wine and rely purely on trading certificates to make money.

While sales of Port are gradually declining, the average price of Port is steadily rising, reflecting the general premiumization of the special categories (that is, those beyond basic Ruby, Tawny, white, and rosé). In 2023, global sales of Port surpassed 65,648,800 million liters. The entry-level categories accounted for more than 80% of sales by volume, leaving just 20% to the special categories. These, however, accounted for at least 45% of sales by value.

Port Grapes

Touriga Nacional: The mid- to late-ripening Touriga Nacional is the basis of many top-quality Ports and is considered the finest Port variety for ageworthy styles. It is relatively disease resistant and not significantly affected by powdery or downy mildew, but it can be highly vigorous, directing a lot of its energy into its canopy, and it can also suffer from poor fruit set. The hallmarks of this grape are notable acidity, marked black fruit intensity, and thick skins that produce wines of a deep color and elevated tannic structure. Touriga Nacional is the fifth most planted red grape in Portugal.

Touriga Franca (Touriga Francesa): Touriga Franca is the most planted red grape in Douro and the second most planted in Portugal. It is a late-ripening variety that is suited to sites that remain warm until later in the growing season; as a result, it is often planted in the lowest-elevation and warmest south-facing sites. Touriga Franca is prolific, but, despite its thick skins, it grows in compact bunches that can harbor fungal diseases, though this is less common in hotter, drier sites. It is popular with producers because of its deep color, its relatively firm structure, and the fragrance it brings to a blend.

Tinta Cão: Tinta Cão is a late-ripening variety with notable vigor and a long vegetative cycle. Because of this, it rarely becomes overripe. Thanks to its small, open bunches of thick-skinned berries, it is not particularly susceptible to fungal diseases. Though it does not contribute a great deal of structure or color, Tinta Cão provides marked freshness, ensuring slow evolution and longevity in Port blends.

Tinta Roriz (Aragonez, Tempranillo): Tinta Roriz is the most planted grape in Portugal. It ripens relatively early in Douro and benefits from being cultivated on cooler sites where there is not significant stress on the grape close to harvest. Despite its thick skin, Tinta Roriz can suffer from powdery mildew, and fruit set can be erratic. While it is prolific and capable of producing high yields, for optimum maturation of the berries and to prevent stemminess, yields are typically controlled. Wines made from Tinta Roriz can age well in wood and bottle.

Tinta Barroca: Tinta Barroca is another early-ripening variety that benefits from the slightly cooler sites at higher elevations or on north-facing slopes, where it is less likely to dehydrate or lose acidity. The variety has long bunches with thin-skinned berries that are prone to sunburn, though not to fungal diseases. The wines demonstrate high fruit intensity and, though pale, have a fine tannic structure and do not oxidize rapidly.

Tinta Amarela (Trincadeira): A fairly late-ripening variety, Tinta Amarela has small, tightly bunched clusters and thick-skinned grapes. It is prone to disease pressure and, because of this, is more successful on arid sites. Tinta Amarela yields wines that are not particularly concentrated or deep in color but have an attractive fragrance.

Sezão: Sezão is a mid- to late-ripening variety with a deep color intensity and elevated acidic freshness. Historically, it was used to intensify the color of Port wines; today, it is often relied on for wines intended to age.

Port Production

The timing of harvest depends on the location of the vineyard and the weather. In the warm Douro Superior, harvest often begins in the middle of August. In the cooler Baixo Corgo, it can be as late as the end of September or even early October. Between the two, in Cima Corgo, harvest usually begins during the third week of September.

One of the most significant quality developments in the harvesting of Douro grapes has been the introduction of small, stackable plastic bins with slatted sides. These 25-kilogram (55-pound) baskets prevent the invariable squashing of grapes that occurred in the much larger hods, bins, bags, and baskets that were historically used, and ensure that whole clusters arrive to the winery intact.

In dry red wine production, the maceration of the grapes and juice before, during, and after fermentation can last for two weeks or significantly longer. Port wine producers, however, must arrest fermentation by mutage (the addition of grape spirit) early in the process of fermentation. Port production, then, is focused on rapid, vigorous extraction prior to fortification.

The traditional apparatus for making Port is the granite lagar. Although it is estimated that only about 2% of Port is made in these stone basins, as many of them were taken out of use in the 1960s and 1970s, they appear to be making a comeback. To make Port using the lagar, bunches are destemmed and the grapes are crushed before being poured into the lagar, which typically holds 8,000 to 14,000 liters (2,100 to 3,700 gallons), to a depth of around 45 to 60 centimeters (18 to 24 inches). Some stems are added back in with the grapes for flavor, tannin, and ease of pressing. Laborers then step in, and the rhythmic knee-lifting march begins to the sound of a rogador (a senior member of the team) ordering the corte (cut), backward and forward, left and right. This might continue for a couple of hours.

While very vigorous in its ability to extract color, tannin, sugars, and aroma and flavor precursors, foot treading is also gentle and prevents the release of bitter phenols from the pips. After a few hours, fermentation might begin spontaneously, or it might take a couple of days to begin. This depends on the temperature of the incoming grapes, the ambient conditions within the press room, and, of course, the effect of many warming feet. Today, most lagares are fitted with heat exchangers that can aid the onset of fermentation and prevent temperatures from running too high. Once the musts begin to ferment, workers known as macacos (monkeys) use mantas (monkey sticks) to prevent the cap from drying out and causing volatile off-flavors, and to encourage color extraction.

A modern variant on the lagar is the robotic lagar, a bank of polyurethane-clad robot feet that emulate the extraction afforded by foot treading. These can be operated above a traditional stone lagar or a steel lagar. The latter can be hydraulically tilted to enable rapid removal of the skins and stalks, and it can be easily cleaned. The skins and stalks left behind in these lagares are pressed and added back into the wines in small measure at a later stage. Qualitatively, the results are very similar to traditional foot treading.

Another modern system for fermentation is autovinification, which was first adopted in the 1970s, when electricity started to become commonplace throughout Douro. In autovinification, a sealed tank, usually made from concrete, houses a chamber above. CO2 produced from fermentation raises grape juice up through pipes and into the higher chamber. At a certain pressure, a valve is released, and the wine in the holding chamber is poured onto the cap—an ingenious solution for a region once beset by unreliable electrical supply.

A drawback to the original autovinification system was that, before fermentation began, limited extraction was possible. Modern mechanical modifications and systems that draw the juice up and over the must have assisted in somewhat remedying this problem. Although foot treading and robotic lagares are considered the most appropriate methods for making top-quality Port, adapted autovinifiers can produce excellent wines, too.

This system has also been adapted through the addition of piston plungers, which, when fitted to temperature-controlled stainless steel vats, can achieve very high levels of extraction; and, when retrofitted to traditional concrete autovinifiers, can produce high-quality wines. Many producers operate their own proprietary variants based on these improved and adapted systems.

Pumping over alone can produce convincing Ports, though less adequately than foot treading, modern robotic lagares, or autovinifiers. Sometimes pumping over, in one form or another, is practiced jointly with piston plungers for optimal extraction.

The early-stage fermentation creates great complexity of flavors in the must and begins, in the presence of rising alcohol, to extract tannins. Once the natural alcohol reaches approximately 5% to 7% ABV, the fermenting wine is drawn off and aguardente (spirit) of 77% ABV is added. Aguardente imparts a sappy, herbal character to the wine. The spirit is now sourced by the individual shipper, pending approval by the IVDP. At this point, the wine is a fiery 19% to 22% ABV (usually around 20% ABV) and has 80 to 120 (most often 95 to 105) grams of residual sugar per liter. All microbial activity has been arrested, and the wine is ready for the appropriate maturation pathway.

Most Port is aged in oak, and the more recent wood supply is usually from France. In the past, vats were sometimes made from Brazilian mahogany (macacahuba wood). Casks were occasionally Italian chestnut, but historically oak was mostly sourced from an area that was formerly Russia (now Lithuania), as well as from northern Portugal and the southern US. Barrels vary from the small pipes, casks of around 600 liters (usually 550 to 640 liters) that are mostly used for the maturation of top Tawny and Vintage Ports, up to the balseiros, huge oak vats that can be greater than 100,000 liters and are used in the storage of earlier-drinking wines, such as Ruby Port. Because oak aromas and flavors are undesirable in Port, new vessels are seasoned in the maturation of unfortified wines. The timber of these many denominations of barrel is closely maintained and continually remade.

The cooler, more humid climate of Vila Nova de Gaia is ideal for the maturation of Port, and particularly Ruby-style wines. Until 1986, this town was the legally required location for aging because of both shipping logistics and the lack of electricity and refrigeration elsewhere in Douro. As the city of Porto grows, encroaching on the Port lodges of Vila Nova, producers are keeping more of their Tawny Ports up in Douro, where the aridity and heat have less of an effect on them than they would on their Ruby styles. Producers are also adapting their quintas in Douro to provide better temperature control and higher humidity for aging.

Red Ports

Ruby Ports

Ruby Port: Ruby Ports are nonvintage wines best suited to early drinking. They have spent a maximum of three years in large vats made of either wood, stainless steel, or concrete, and are approachable on release and typically fruity.

Reserve Ruby Port: Despite the name, Reserve Ruby Port is a quality designation, not an aging designation; there is no minimum age for Reserve Ruby Ports. Like Ruby Ports, these wines are made from more than one vintage, but Reserve Rubies are finer in quality and consequently more expensive.

Late Bottled Vintage (LBV) Port: LBV Ports are from a single vintage and have been matured in large-format barrels or stainless steel. They must be bottled between four and six years following the vintage. There are unfiltered variants, which have greater concentration, body, and complexity. If aged for at least three years in bottle, LBV Port can be labeled as “bottle matured.” These wines were formerly referred to as Vintage Character.

Crusted Port: These are nonvintage wines that must be aged in wood for no longer than two years. They are bottled without fining or filtration, leading to a crust forming in the bottle. They can be released immediately after bottling, though the best examples can include “bottle matured” on their labels if they have been aged for at least three years in bottle. Crusted Port is produced in very small quantities with the intention of providing an experience like that of Vintage Port but at a lower price.

Single Quinta Vintage Port: In vintages when a producer does not make a Vintage Port,  a Single Quinta Vintage Port may be produced from just one of the estates, or quintas, that usually contribute to the vintage blend. Some Vintage Ports are made only from one estate, so they are always a Single Quinta (e.g., Quinta do Vesuvio).

Vintage Port: Vintage Port is the apogee of red Port production and is made from the best-quality grapes from superior sites. Producers must state their intention to release, or declare, a Vintage Port in the second year after the harvest. As the name suggests, these wines are from a single year and must spend a maximum of three years in pipe. Usually, Vintage Ports are bottled in the second spring following the vintage, approximately 18 to 20 months after the harvest. Once bottled and released, Vintage Ports can be cellared for decades, improving as they mature.

Tawny Ports

Unaged Tawny Port: These basic Tawnies are nonvintage wines matured for no longer than Ruby Ports (three years) and designed for early drinking. The extraction process for unaged Tawnies is short, and they appear somewhat garnet rather than tawny (brown) in color. Inexpensive Tawnies are frequently color adjusted with the addition of caramelized grape must, or mosto torrado, to create the impression of age.

Reserve Tawny Port: Reserve Tawny Port has greater concentration and complexity than basic Tawny and must be matured in wood for at least seven years. Through the aging process, these wines will eventually appear tawny.

Indication of Age Tawny Port: These are wines from a blend of many vintages that must follow an indicated time in pipe and/or toneis (large, horizontal wooden casks of 10,000–20,000 liters) and list an average age of 10, 20, 30, 40, or 50 years. Rather than strictly adhering to the average age designation, however, these wines must have a taste profile typical of the stated designation. They must be approved by an IVDP tasting panel. These wines develop in the presence of oxygen while in wood and become a tawny color, but they are topped up to avoid excessive oxidation. Their bouquet and palate are markedly tertiary and reflect dried-fruit characteristics as well as abundant nonfruit complexity. These are wines that are ready to be drunk on release. In 2022, a new category called Very, Very Old Tawnies was created for wines averaging over 80 years in cask. Older Tawnies often possess the so-called Douro bake flavor, redolent of singed fruit cake combined with a volatile quality—not an unpleasant characteristic if it doesn’t dominate.

Colheita Port: This is a Tawny Port from a single harvest that has spent at least seven years maturing in cask. Colheita Port has the singular character of a vintage wine but is oxidative, tertiary in character, and rich. These wines are also topped up to avoid uncontrolled oxidation.

Rosé Ports

Also called pink Port, rosé Port is usually made from grapes from the coolest sites in Baixo Corgo. These wines are intended to be sweet, fruity, and accessible. The must macerates for just a few hours before draining. A cooler fermentation ensues, and it is arrested with high-quality aguardente that is as neutral as possible. Rosé Port is then released onto the market as a nonvintage wine within 12 months. The first example of pink Port was from Croft in 2008.

Moscatel do Douro

Although Moscatel is found throughout the Douro, most of it is planted around the town of Favaios, where the local cooperative is the dominant producer. Made similarly to Port, Moscatel do Douro spends three years in larger wooden toneis and balseiros. These wines are oxidative, often intensely sweet, and reminiscent of muscovado sugar and molasses.

White Ports

Once an afterthought of the Port world, often used as an adjustment to Tawny Ports, white Port wines have vastly improved over the past decade through more thoughtful grape selections, more protective handling, cooler fermentation temperatures, and a greater reliance on stainless steel maturation. Producers of white Port favor Malvasia Fina and Moscatel Galego Branco (Muscat Blanc à Petits Grains), though the usual Douro white grapes, including Arinto, Codega, Gouveio, Loureiro, Rabigato, and Viosinho are also used in these wines.

At the more modest end of the spectrum, the grapes, often led by Moscatel, are crushed and cold-macerated for a couple of hours before being pressed, and a cool fermentation of the juice alone begins. Fermentation is arrested with the highest-quality aguardente. These wines range in residual sugar from around 40 to over 100 grams per liter. They are reductively made, and wood is typically not used in their short maturation. Higher-end, invariably oxidative styles of white Port are usually based on Malvasia. They macerate on their skins slightly longer than the standard blends before being pressed and then fermented at a higher temperature to extract greater levels of phenols that assist their maturation. Once fortified, they are matured in small oak pipes. Thanks to notable evaporation and concentration during their cask maturation, aged white Ports are often amber and bordering on orange. They are luscious wines that typically have at least 100 grams of residual sugar per liter, and often much more.

White Port may be released as standard white Port or with the same designations as Tawny Ports, following the same requirements.

Madeira

History of Madeira

The history of wine on Madeira is an old and colorful one. The island was reached in 1419 by three explorers, João Gonçalves Zarco, Tristão Vaz Teixeira, and Bartolomeu Perestrelo, early in the period of Portuguese voyages of discovery. Prince Henry the Navigator immediately gave them license to begin cultivating the land.

The early colonists were Portuguese nobility. They started populating the island with agriculturalists and craftsmen from the north of the mainland. Merchants from Portugal and Italy soon joined them. During this time, the first system of levadas, water channels from the mountainous center of the island, were constructed; they are still used today. Agriculture was heavily focused on the cultivation of sugarcane, and vines were planted as well. Historical records from 1450 suggest that various varieties, including Malvasia Cândida (Malmsey), brought from Candia in Crete, had already been planted.

At the beginning of the 16th century, there was a decrease in sugarcane cultivation, with most of this land converted to vineyards. Voyages to the New World stopped at Madeira, and much of the island’s wine was sent onward to the Americas. Throughout the 17th century, British influence in North America contributed to an increase in Madeira wine exports, which tripled during these years. British merchants on the island benefited from significant concessions, and the island’s wines became part of the triangular commerce between Madeira, the New World, and Europe.

During the war between France and England, the signing of the Methuen Treaty between England and Portugal in 1703 reduced duties on Portuguese wines imported to England and its colonies by two-thirds. By the middle of this century, most of the island’s producers were fortifying their wines. To replicate the vinho da roda that had made the island’s wines so popular, the estufagem process, in which wines were heated, had been developed. This, in tandem with fortification, created a stable and robust style of wine particularly popular in England’s North American and Indian colonies.

The production and export of Madeira wine boomed in the early 19th century, mostly attributed to the Napoleonic Wars. But after the conflict ended, Madeira fell into a postwar depression, facing new competition from French and Spanish ports reopened to trade, then impacted by the insecurities surrounding the American Civil War. Perhaps the biggest single negative impact on the island’s trade, however, came from the opening of the Suez Canal in 1869. Even as Russian demand for Madeira grew, far fewer ships were calling at the island. The joint horrors of oidium and phylloxera substantially reduced vineyard coverage and further compounded these problems.

Despite these many obstacles, Madeira wine had largely recovered by the start of the 20th century, with Germany becoming the foremost export market, followed by Sweden and Denmark. Many shippers joined forces in the middle of the century, and, at this time, regulation surrounding the production and sale of Madeira became enshrined. The modern Madeira market was established by the 1980s. Although the hectares under vine and the volume of Madeira produced have decreased since its peak, today, the absolute quality of Madeira has never been better.

In 2023, approximately 29,800 hectoliters of Madeira wine were sold, with EU countries purchasing 70.6% by volume and 59% by value. The top markets were France (27.9%), Portugal (20.6%), Germany (9.6%), and Belgium (4.5%). Other markets, including the UK, the US, Japan, and Switzerland, exert value far above their market share by volume.

Land and Climate

Vineyards extend across Madeira and the nearby island of Porto Santo, with 403 hectares (996 acres) in the production of Madeira DOC fortified wines and Terras Madeirenses IGP light wines. The main communes are Câmara de Lobos, on the south coast of Madeira, with 149 hectares (368 acres); and, on the north coast, São Vicente, with 111 hectares (274 acres), and Santana, with 53 hectares (131 acres).

Madeira has acidic volcanic soils, predominantly basaltic, rich in organic matter, iron, and magnesium. This basalt resulted from a fracture or split in the Atlantic plate, forming a huge upwelling from the ocean floor. The island’s mountains, rising to over 1,800 meters (5,900 feet), are just the tip of this prominence. The basaltic soils, the proximity of the sea, and the climatic conditions on the island result in Madeira’s unique terroir.

Madeira has warm and humid summers and mild winters that have varied impacts on the island’s numerous microclimates. In the center of the island, annual rainfall is over 3,000 millimeters (118 inches); on the south coast, it is close to 500 millimeters (20 inches). Vineyards on the northern portion of the island receive more than double this. Average annual temperatures vary from about 15.5 degrees Celsius (60 degrees Fahrenheit) to 21 degrees Celsius (70 degrees Fahrenheit). Mean humidity is 69%, though 75% of the total annual rainfall occurs in autumn and winter.

Because of the island’s mountainous topography, most agriculture requires terraces, here called poios, held in place by walls of basalt blocks. In line with both the nature of the terrain and the fractured ownership of land, most vineyard plots are very small. The vineyards on Madeira and Porto Santo are cultivated by 1,775 growers, who are represented by the Instituto do Vinho, do Bordado e do Artesanato da Madeira (IVBAM). Most vineyard plots belong to multiple growers, and the average vineyard is just 0.3 hectares (0.7 acres). Mechanization is nearly impossible, except in larger vineyards that have shallower gradients.

The most common training system is the latada, a version of pergola. These are often only one to two meters (3.3 to 6.6 feet) off the ground, trained on wires or stakes, with roughly 2,500 to 4,000 vines per hectare. On flatter land, espalier, a form of easier-to-service vertical shoot positioning, with vine densities up to 5,000 vines per hectare, is used. With both methods, pruning occurs near the end of February and the beginning of March. Harvest is an arduous and completely manual process.

Madeira Grapes

Madeira’s grape production has, in recent years, ranged from 3,500 to 4,000 metric tons annually. There are many accredited and recommended grape varieties for Madeira, but those that are the most used and have the longest tradition on the island are the red grape Tinta Negra and the white grapes Verdelho, Sercial, Boal, and Malvasia. In addition to these primary grapes, it is worth noting the white grape Terrantez, usually made in a medium-dry style, and occasionally a medium-sweet style, and the red Bastardo, a now-rare grape typically used for medium-sweet wines. 

Tinta Negra: The versatile Tinta Negra grape is by far the most widely planted grape on Madeira. It constitutes at least 52% of plantings, even without including its many virtually unknown vineyard companions. Tinta Negra grows at all altitudes up to 600 meters (2,000 feet) and can yield a range of grape styles as a result of its many clones and the impacts of diverse growing conditions.

Verdelho: Distinct from Verdelho Branco and Gouveio on the mainland, and the same as its namesake in the Azores, Verdelho is Madeira’s second most widely planted variety and the most planted white grape, making up about 13% of the vineyard area. Interestingly, until phylloxera, Verdelho comprised two-thirds of the island’s vines. It grows mostly in the north-cental and northwest areas of the island, at altitudes up to 400 meters (1,300 feet) and in well-drained soils, trained low to the ground.

Sercial (Esgano Cão): The name Esgano Cão translates to “dog strangler” and refers to the grape’s mouth-puckering acidity. Sercial can grow at the highest altitudes in Madeira, at 600 to 700 meters (2,200 to 2,300 feet). It, along with Malvasia, is among the last varieties to be harvested.

Boal (Bual, Malvasia Fina): Boal grows at relatively low altitudes, below 300 meters (1,000 feet), in the southern portion of the island. It is low yielding but robust and is a popular table grape.

Malvasia: Madeira’s Malvasia is mostly Malvasia Branca de São Jorge, along with the much rarer but historic Malvasia Cândida. IVBAM does not distinguish between the two grapes, though they are ampelographically quite different. Malvasia grows at altitudes below 150 meters (500 feet), usually close to the sea and predominantly on the south coast. It is one of the last grapes to be harvested.

Madeira Production

To make Madeira, once the grapes have been brought to the winery and pressed, fermentation begins and runs to the degree of sweetness desired. A neutral grape spirit of 96% ABV is used to arrest fermentation at the appropriate point, which differs between “dry” (technically, there are no dry Madeiras), medium-dry, medium-rich, and rich styles. The wines are then sent to the heating systems, according to the quality of the grapes.

Entry-level wines are typically heated through the estufagem system. These wines are mostly or entirely made from the workhorse Tinta Negra grape; when not varietal, they typically include many of the other accepted grapes. The wines are placed in an estufa, a stainless steel tank heated by hot water coils to 45 to 50 degrees Celsius (113 to 122 degrees Fahrenheit) for a minimum of three months. Once this estufagem is complete, the wine is rested for a further three months. The wines may not be bottled until October 31 of the second year following the harvest, though they are usually aged in wood and then bottle for three years.

Better-quality wines are put in casks that are placed on wooden supports or trestles called canteiros for a minimum of two years. Compared with the forced estufagem method, this is a gentler aging process that takes advantage of seasonal ambient temperatures, encouraging oxidative maturation, concentration, and complexity through evaporation. These wines can be sold only at least three years from January 1 following harvest. Most Vinho de Canteiro wines spend far longer in wood.

Dry extract in fortified wines, and particularly those destined for long maturation in cask and bottle, such as top Madeira categories, is of paramount importance. (The OIV requires at least 12 grams of dry extract per liter in any beverage labeled as wine.) The dry extract of a wine is composed of nonvolatilizable organic compounds that increase over time because of concentration. It is therefore considered a quality parameter indicative of a wine’s aging potential. Long aging with elevated temperatures might deplete or even destroy some organic compounds in the wine. To counter any loss of these compounds, winemakers extract as many grape components as possible, primarily mineral salts, aroma and flavor precursors, and polyphenols. This is achieved through maceration, gentle extraction methods, and, where necessary, the addition of pectolytic enzymes.

Label Designations

Rainwater: Although the precise origins of Rainwater Madeira are uncertain, the legend is that rainwater made its way into a cask of Madeira that was ready to be shipped. The resulting wine, slightly lighter in style than the norm, proved pleasing to the market, and the name stuck. Rainwater was a popular style of Madeira in the late 18th century and gained notable market traction in the US in the early 20th century.

The fame of the style persisted long after the market for the wine had diminished. Today, most shippers still make this style of wine but in much-reduced quantities. Perhaps the most celebrated are those of Vinhos Barbeito, elaborated differently for each market. The wine is almost always made from Tinta Negra as an unaged (three-year-old) medium-dry style that is between 1 and 1.5 Baumé, around 18% ABV, and pale in color.

Indications of Age: Designations are available for blends with an age of 5, 10, 15, 20, 30, 40, 50, and over 50 years, when deemed to be in conformity with standards of quality and typicity.

Colheita: These are wines from a single harvest with special organoleptic characteristics, and that have been matured in cask for at least 5 years.

Frasqueira: Frasqueira wines are from a single vintage and recommended variety, produced in the canteiro method and aged continuously in cask for at least 20 years, showing exceptional organoleptic characteristics. The year of bottling must be indicated on the back label. Garrafeira refers to a private cellar or collection of wines of Frasqueira quality.

Other notable terms include the following: 

  • Reserve or Old: A blend of at least five years of age.
  • Old Reserve (sometimes Special Reserve or Very Old): A wine of at least 10 years of age.
  • Selected, Choice, Fine, or Finest: A wine showing special qualities for the stated age.
  • Solera: A wine with a minimum of five years in cask. After this period, 10% of the base wine can be drawn off annually and replaced with the same volume of younger wine of the same variety, subject to a maximum of 10 additions. No new soleras have been started on Madeira for many years.

Madeira’s stylistic designations range from extra dry to sweet. Tinta Negra can be used to make wines across these labels, at any level of sweetness. When white varieties are used, however, there are specific requirements for sweetness levels. Sercial must be extra dry (0 to 0.5 Baumé, or 30 grams of residual sugar per liter) or dry (0 to 1.5 Baumé, or 40 to 55 grams of residual sugar per liter). Verdelho must be medium dry (1 to 2.5 Baumé, or 60 to 70 grams of residual sugar per liter), and Boal must be medium sweet (2.5 to 3.5 Baumé, or 70 to 95 grams of residual sugar per liter ). Malmsey is the sweetest and must exceed 3.5 Baumé (over 90 grams of residual sugar per liter). Although extra dry wines are allowed, few are produced. While there is no maximum for residual sugar in sweet wines, 125 grams per liter is considered the upper limit.

Moscatel de Setúbal

The history of Moscatel de Setúbal and its most famous wine stretches back to the ancient Greeks and Phoenicians, who likely introduced the Moscatel grape to the Sado estuary. Richard II of England was an enthusiastic drinker of the wine, as was Louis XIV of France. Another Frenchman, Léon Douarche, described Moscatel de Setúbal with the now-famous phrase “the sun in a bottle.”

Located to the southeast of Portugal’s capital city, Lisbon, Setúbal Peninsula has 13 municipalities. Four of these are included in Palmela DO: Montijo, Palmela, Setúbal, and Sesimbra. Since 1989, they have been regulated to produce red, white, rosé, sparkling, and fortified wines. When fortified, these wines are labeled Setúbal DO.

Setúbal DO, established in 1908 is exclusively for fortified wine. The region can be divided into two main areas inland from the Sado estuary. The flatter lands lie inland to the east and south and have clay subsoils between 1 and 2 meters (3.3 and 6.6 feet) above sea level. Above these, there is a band of sandy soils between 50 and 80 meters (165 and 260 feet). In this flatter region, which constitutes approximately 80% of the total production area, there is a large diurnal temperature range, and the resulting wines are rich, concentrated, and full bodied.

The hillier sites are between 150 and 250 meters (490 and 820 feet) in altitude and are heavily influenced by the mountains of Serra da Arrábida, São Luís, and São Francisco. These more elevated vineyards are composed of clay and limestone. Here, there is a more moderate maritime climate with a smaller diurnal range and greater humidity. Ripening is slower, and the wines are lighter bodied and more aromatic.

Moscatel de Setúbal must be made from at least 85% of that grape, also known as Graúdo and Muscat of Alexandria. Its characteristic perfume is redolent of lychee, rose petal, citrus blossom, and citrus peel. There are 634 hectares (1,570 acres) planted. The other permitted grapes that can make up the remainder of the blend are Antão Vaz, Arinto, Fernão Pires, Malvasia Fina, Moscatel Galego Branco, Rabo de Ovelha, Roupeiro, Verdelho, and Viosinho.

The red grape Moscatel Roxo de Setúbal, also known as Galego or Purple Muscat, is a mutation of Muscat Blanc à Petits Grains (though some in the region believe that it’s a red mutation of Moscatel de Setúbal), with compact bunches of round berries with a pale purple hue. Its grapes are intensely sweet and aromatic. Just 62 hectares (153 acres) of this grape are planted, and they are used to make the wine of the same name, which must include 85% Moscatel Roxo de Setúbal. Other permitted grapes are Aragonez, Bastardo, Castelão, Touriga Franca, Touriga Nacional, and Trincadeira.

In 2023, production of Moscatel de Setúbal was roughly 1,837,400 liters, and 193,300 liters of Moscatel Roxo de Setúbal were made.

To make these wines, once the grapes are harvested, destemmed, and crushed, the juice and berries are cold-macerated. Fermentation is arrested by aguardente of 52% to 86% ABV. Alternatively, a pure neutral grape spirit of no less than 96% ABV may be used. The wine must spend at least three months macerating on its skins. After pressing, the skins are added back to the wine. Both colors of Moscatel must spend a minimum of 18 months in either steel or oak.

Moscatel de Setúbal of both colors must spend a minimum of 18 months maturing before it can be labeled Setúbal DO. Younger wines are matured in wood or stainless steel for up to five years and are light and fresh, with notable fruit intensity and floral aromas. Setúbal DO may be labeled with a vintage or a stated age: 5, 10, 15, 20, 25, 30, 35, or 40-plus years. Moscatel de Setúbal wines must be at least five years of age, are usually matured in wood, and are bottled unfiltered. Further designations might appear on the label, including Superior, for wines with a minimum aging of five years; Reserva, for wines deemed to be of outstanding quality by the Chamber of Tasters; Moscatel de Setúbal Datado, 100% Moscatel wines from a stated vintage; and Moscatel de Setúbal Não Datado, a blend of grapes and a blend of vintages.

Spain

Sherry

The Sherry region is in southwestern Andalucía, in the provinces of Cádiz and Seville, with the Guadalquivir River to the north, the Atlantic Ocean to the west, and vineyards extending to the hills inland. The region is prone to extended bouts of heat, particularly in areas farther from the estuary, but the sea provides cooling breezes. The approximately 7,150 hectares (17,670 acres) of vineyards within the delimited area of the Jerez-Xérès-Sherry DO are divided among 10 towns: Jerez de la Frontera, El Puerto de Santa María, Sanlúcar de Barrameda, and the less well-known towns of Chiclana de la Frontera, Puerto Real, Trebujena, Chipiona, Lebrija, Rota, and San José del Valle. Cooperatives run 47% of the DO’s vineyards, 22% are owned by independent growers, and 31% are owned by the bodegas/shippers.

History of Sherry

It is believed that the Phoenicians started growing vines around Jerez toward the end of the second millennium BCE and later gave the name Xera to the town that still bears a derivation of its name. The Phoenician colonies along the Mediterranean, principally Carthage, and the Greek colonies in Spain heavily influenced the culture of wine from the eighth to the first centuries BCE. The Romans, however, who referred to the region as Ceret, propelled the export of local wine, olive oil, and the much-loved fish sauce called garum.

The Moors crossed the Strait of Gibraltar in 711 CE, and their 500-year rule significantly impacted the region they called Sherish. Grapegrowing was allowed only for raisin production and grapes used for medical purposes, but wine consumption seems to have continued, if not prospered, during this period, and the science of distillation was introduced.

Even before the Reconquista of Jerez in 1264 by Alfonso X, king of Castile and Léon, who rapidly expanded vineyard area, the wines of Sherish became popular abroad, principally in England, where they were often traded for wool. In the succeeding centuries, following Spanish colonization of the New World, the wines of the region were often brought to the Americas.

This trade sometimes resulted in English piracy, as in the case of Sir Francis Drake seizing 3,000 casks of wine as booty in 1587, making Sherry very popular in England. The foreign thirst for Sherry led to entrepreneurs embedding themselves in the region. By the beginning of the 18th century, Sherry bodegas had adapted their winemaking to meet the demands of the Dutch and British markets.

The need to supply the market with the volume, consistency, and quality that it required led to the innovation of the solera based on criaderas, or tiers. The practice of fortification soon followed, as a means of stabilizing and preserving the wines during and after transit.

Sherry was quick to recover after the devastation of phylloxera, and British merchants were responsible for the international spread of the region’s many wine styles. They also developed many imitation products in their colonies around the world. This resulted, in 1933, in the establishment of Jerez-Xérès-Sherry DO, followed in 1935 by the consejo regulador, one of the first organizations of its type in Spain.

The Bodegas

The historic winemaking economy of Jerez is based on the symbiotic relationships between landowners, winemakers, those with storage capacity, and shipping businesses. The following three types of specialized bodegas, or houses, drive this economy.

Bodegas de la Zona de Producción (production bodegas): These are typically large cooperatives that will process the must up to the base wine stage, then sell it to the aging bodegas. If they do mature and sell their own wines, those wines are not permitted to be part of the DO.

Bodegas de Crianza y Almacenado (aging and storing bodegas): The almacenistas mature wine before selling it to the Bodegas de Crianza y Expedición. Almost all almacenistas are very small operations.

Bodegas de Crianza y Expedición (aging and shipping bodegas): These bodegas, also known as shippers, are the only bodegas permitted to sell and export bottled Sherry. Traditionally, they were situated in the towns of Jerez de la Frontera, El Puerto de Santa María, and Sanlúcar de Barrameda. Because of a decline in the Sherry market, larger almacenistas have been permitted to register as aging and shipping bodegas as well.

Land and Climate

Sherry is located at one of Europe’s most southerly viticultural latitudes and is low in altitude, resulting in warm and sunny conditions, with well over 3,000 sunshine hours during the growing season. Temperatures are extremely high in the summer, often reaching over 40 degrees Celsius (104 degrees Fahrenheit), with some moderation from the Atlantic Ocean. Although annual rainfall is only 600 millimeters (23.5 inches), nighttime humidity from the sea mitigates evapotranspiration. Winters here are mild, with very limited danger of frost. The average annual temperature is 17.3 degrees Celsius (63 degrees Fahrenheit). Within the Marco de Jerez (the winegrowing area), there are many climatic variations.

Much of the rolling downland of Jerez is composed of a chalky limestone known locally as albariza. Characteristically white, soft, and friable, these soils, the most prized of the region, are very rich in calcium carbonate, silica, and clay, the proceeds of an ancient seabed. They retain moisture and enable extensive root systems—both vital in this dry climate—and they are easy to work.

While albariza soils are principally composed of the exoskeletons of marine algae deposited during the Oligocene period (roughly 33.9 million to 23 million years ago), there are varying types of albariza soils, each with its own characteristics.

Antehojuelas are loose, crumbly soils, with notable porosity. These, along with lentejuelas, are coastal soils. Lentejuelas contain more sand and limestone, and they are even more friable. These latter soils are associated with wines of great precision and slightly more elevated acidity. Some of the best Finos and Manzanillas are grown on these two types of albariza soil.

Tosca cerrada soils are less chalky, though denser, albarizas. Covering over three-quarters of the Jerez vineyards, these are the constituent soils of several famous vineyards, including Pago Miraflores.

Tosca de barajuelas contain the most limestone of any albariza formation. Consequently, they are dense, layered, and less penetrable by vine roots. Palomino vines grown on these hard soils, notably around Carrascal in Jerez, produce wines of delicacy and intensity.

Albariza parda soils are the sandiest in this family. The wines from them are fruity, but less fine. They can be found in Rota and Chiclana. Albariza tajón soils are the hardest, most compact, and most agglomerated albarizas. They contain the most active limestone. Vineyards are rarely planted on these soils.

The other main soil types are barros—clay-rich, fertile soils containing some organic matter—and free-draining sandy loams known as arenas. They are principally found in the coastal areas, valleys, and lower-lying areas, such as Chipiona.

The specific areas of production (though not necessarily single vineyards) are termed pagos. These areas display distinct terroir personalities. There are approximately 70 pagos, but only 40 are currently used on labels.

Sherry Grapes

The most important Sherry grapes are Palomino, Pedro Ximénez, and Moscatel, but since 2022 three others have also been permitted: Perruno, Beba, and Vigiriega.

Palomino: Often referred to as Listán Blanco, Palomino is the most widely used and traditional of the permitted varieties. It has great affinity for the albariza soils, is relatively drought and disease resistant, and is crucial to the history and character of the region. Its bunches are long and cylindrical, with medium-sized, thin-skinned berries that are juicy and sweet but relatively neutral in character. A cultivar of Palomino, Palomino Fino, is the most used variant and produces dry base wines of around 11% to 12% ABV. Palomino of Jerez produces lower yields, but its grapes have more elevated acidity and sugar.

The consejo regulador classifies dry wines from Palomino with a maximum residual sugar of four grams per liter as Generoso.

Pedro Ximénez: Often referred to as PX, Pedro Ximénez, or Alamis y Pedro Ximén, is another traditional and historic grape of Andalucía. It produces grapes with a potential alcohol of 12% to 13.5% ABV and higher acidity than Palomino. PX grapes are often dried in the sun prior to pressing, and the variety is closely associated with the great sweet wines of the same name. PX accounts for less than 1% of production within the DO, and the name can also apply to grapes or wine brought in from the Montilla district of neighboring Córdoba.

Moscatel: Also known as Muscat of Alexandria, Moscatel de Alejandría, Moscatel Gordo, and Moscatel de España, Moscatel is an ancient aromatic grape grown in vineyards on arenas soils close to the sea. Moscatel requires far less water than Palomino and is well suited to these arid vineyards. Typically, the grapes are sun-dried and fashioned into the unctuous sweet wines associated with Chipiona.

Sherry Production

Classifications

Although the practice of fortifying Sherry was originally for stabilization, enabling the wines to successfully travel to export markets, today the practice continues for other reasons. Manzanillas and Finos are fortified to 15% ABV to encourage the microbiological growth of a film-forming yeast, flor, that will dictate the style of the wines. This level of alcohol also inhibits the growth of undesirable microbes, while leaving flor, tolerant of this level of alcohol, to flourish and cover the wine, preventing oxidation. Wines destined for oxidative maturation undergo initial fortification to at least 17% ABV, preventing the formation and growth of flor and other microbes. In this environment, the wine can age oxidatively over a long period.

The first classification of Sherry wines is conducted after fermentation and prior to fortification. Those wines that are considered sufficiently pale, light, and elegant, made mostly from free-run musts or from those expressed with light pressure, are designated to become Finos or Manzanillas, and their tanks are marked with a single slash (/), known as a palo. Those base wines with greater body, structure, or character are marked with a circle (o), called a gordura, and designated as appropriate for Oloroso Sherry.

After fortification with 96% neutral grape spirit, the second classification takes place. The young wines are transferred from tank to 600-liter used American oak butts. The wines destined for oxidative aging as Olorosos begin their maturation in solera. Wines from the same harvest and classified as Olorosos are stored together, then transferred to an Oloroso solera.

Wines destined to be aged biologically are handled differently. At this stage, those wines, fortified to 15%, are termed sobretablas (on the table). They are transferred to butt and tasted again. Should they remain destined for biological aging under flor, the butt will be marked with the palma, a mark resembling a reversed Y.

Sometimes wines destined for biological aging are deemed best suited to another pathway and are marked with the symbol for Palo Cortado, a horizontal line across the original slash. These wines are fortified to 17% ABV and aged oxidatively. (The style is further discussed below.) Occasionally during the sobretablas stage, if the flor has weakened or failed altogether, wines are fortified to 17% and then aged oxidatively as future Olorosos.

The Solera

Once the young wines have been classified and assigned their respective pathway, they enter the criaderas and solera system. This system enables the fractional blending of wines from different stages of their maturation to promote specific elements that are characteristic of a particular style of Sherry.

The Sherry butts are arranged with the oldest wines, ready for bottling, in a solera level on the floor. Although the whole edifice of tiered butts is referred to as a solera, the levels above the actual solera level are referred to as criaderas. The wines older than those in the solera level are held above them, in the first criadera. Above them, the younger wines are in the second criadera, and there may be a third criadera above that. The sobretablas wines enter at the top.

Periodically, an element of the solera will be removed for bottling (the consejo regulador does not permit wines under two years of age to enter the market), a process known as saca. The same volume of the first criadera’s butts is transferred to replace this void; an equivalent amount is taken from the second criadera and from the sobretablas butts. This process of topping up, or replenishment, is referred to as rocio.

The skilled bodega workers who conduct it are called trasegadores. Their work (trasiegos) is particularly delicate, as they must not disturb the flor. The constant replenishment with new wine feeds the flor and enables it to continue covering the wines. In solera wines aged oxidatively, the oxygen introduced during trasiegos accelerates the oxidative development of the wines. Whether biological or oxidative, the butts are never filled entirely. They are usually about five-sixths full, leaving approximately dos puntos (two fists) to either enable the growth of flor or aid the effect of oxygen.

Sampling Sherry is conducted in a practical yet showy way by a venenciador. The instrument lowered through the bojo, or bunghole, of a Sherry butt is called a venencia. Once made of silver and whalebone, this tool is composed of a long rod with a small metal capsule on the end.

Aging Styles

Most Sherry is aged either biologically or oxidatively. Biologically aged wines are aged under flor in a solera. The yeast protects the wine from oxidation, releases acetaldehyde aromas and flavors, and metabolizes most of the wine’s glycerol. It might also digest some alcohol and acidity, though the process of evaporation and subsequent concentration largely reverses these losses.

Flor is a unique element of terroir, as each town’s climate creates a different growing environment. Towns closer to the water tend to have thicker flor than those farther inland, where there is a drier and warmer environment with slightly cooler winters.

Oxidatively aged wines do not use flor and develop complex flavors through the long interaction of oxygen with the wine.

Label Designations

Fino

Fino wines are aged biologically and can be produced throughout the DO. These wines focus on brightness and freshness and must spend a minimum of two years under flor in a solera. Finos are permitted to have 15% to 18% ABV, though they are typically around 15% ABV.

The term en rama (raw) is used to describe dry wines, usually Finos, that have been bottled without any stabilization, clarification, or fining, and with minimal filtration.

Manzanilla

Manzanilla Sanlúcar de Barrameda is a DO located within the greater Jerez-Xérès-Sherry DO. It sits on two natural features, the Barrio Bajo (low quarter) and the Barrio Alto (high quarter). The DO is associated with the town of Sanlúcar de Barrameda, which sits at the mouth of the Guadalquivir River. The only authorized grape for DO Manzanilla Sanlúcar de Barrameda is Palomino, and the same production techniques used for Sherry are used here, though all wines bearing the Manzanilla name must be aged within Sanlúcar de Barrameda.

The wines are fermented dry to around 12% ABV before being fortified with 96% ABV neutral grape spirit to around 15% to 15.5% ABV. Because of the humidity and mild winters of Sanlúcar, flor grows more thickly, adding to the DO’s unique terroir.

To earn the designation of Manzanilla, wines must be aged a minimum of two years in solera. Wines matured in solera for at least seven years can be labeled as Manzanilla Pasada. These take on a slightly oxidative character as the flor weakens and breaks down. The DO also allows for añada, or vintage, wines, which must be aged in a static system without interruption until bottling.

Amontillado

When the flor of Fino or Manzanilla wines dies away naturally, through lack of nutrition or because the alcohol in the evaporating and concentrating wine has risen to a level at which the yeast cannot survive, the wines are refortified to 17% ABV (or as low as 16%) and begin an oxidative stage of development. This process darkens the wines and lends them a nutty complexity, layered on top of the subtleties already created by maturation under flor. These Amontillado wines become much more concentrated over time, often more than 20 or 30 years, and, through evaporation and the resulting concentration, can rise to as much as 22% ABV.

Palo Cortado

Although originally destined to be biologically aged as Finos or Manzanillas, Palo Cortado wines are marked, prior to fortification and before aging in solera, as special. They are refortified to 17% ABV and matured oxidatively. They possess more glycerol than a biologically aged wine, resembling Oloroso Sherry in roundness, though they are generally more delicate and elegant than Oloroso. There are several possible pathways to the creation of a Palo Cortado, as there are no fixed rules to their manufacture, but they are rare. Palo Cortado wines grow in finesse and complexity as they mature. They range in alcohol from 17% to 22% ABV.

Oloroso

These wines, destined from the outset to be matured oxidatively, are the fullest and roundest of the dry styles of Sherry. As with Amontillados and Palo Cortados, they can age for a very long time; oxygen gains ingress through the oak of the barrels, increasing the alcohol of the wines to as much as 22% ABV and intensifying the flavor profile.

Vinos de Pasto

Vinos de Pasto are unfortified white table wines that reflect their unique terroirs and share some of the same winemaking traditions as their fortified relations. They cannot be fortified and must originate from albariza soils, be composed principally (though by no means exclusively) of Palomino grapes, and follow traditional winemaking practices, such as fermentation in cask. Because they undergo a brief period of biological aging in used Sherry casks, they show a close olfactory link to Sherry. An industry group called Territorio Albariza comprises nine winery members who work together to promote the category.

Sweetened Sherries (Vinos Generosos de Licor)

Pale Cream: Pale Cream wine is young, biologically aged Fino or Manzanilla to which rectified concentrated grape must (RCGM) has been added. Pale Cream typically ranges from 45 grams of residual sugar per liter to 115 grams of residual sugar per liter and is generally 17% to 17.5% ABV, though 15.5% to 22% ABV is permitted.

Medium Cream: Any Sherry above five grams of residual sugar per liter can be termed Medium Cream. Below 45 grams of residual sugar per liter, they can be labeled as medium dry; from that level up to 115 grams of residual sugar per liter, they can be labeled as medium sweet. These wines can be sweetened with RCGM or a Naturally Sweet Wine (see below). They can be made from wines that were oxidatively matured for part or all of their development. They must be 15% to 22% ABV; most are around 18% ABV.

Cream: Ranging from 15.5% to 22% ABV, though usually around 20% ABV, and with 115 grams of residual sugar per liter to 140 or more grams of residual sugar per liter, Cream Sherries are oxidatively matured wines, mainly Olorosos, sweetened with RCGM or a Naturally Sweet Wine.

Naturally Sweet Wines

Moscatel: Moscatel vineyards are planted on arenas soils close to the sea, primarily around Chipiona. Ranging from 15% to 22% ABV, though usually 15% to 16% ABV, Moscatels are produced from either fresh or raisined grapes. They are either protectively or, more often, oxidatively aged, and they have remarkable aromatic intensity. They must contain at least 160 grams of residual sugar per liter, though usually they have closer to 350 grams of residual sugar per liter. They are always unctuously sweet. When Moscatel grapes are dried under the sun on straw mats, a process termed asoleo, soleo, or “sunning,” the wines develop a distinctly raisiny perfume and are known as Moscatel de Pasas. Moscatel is also used as a sweetening component. 

Pedro Ximénez (PX): Most Sherry producers make a varietal PX wine. Many use the grape as a sweetening agent in their Cream Sherries. PX grapes are thoroughly ripened on the vine and then dried in the sun until raisined. This takes anywhere from a week to a month. The resulting berries have a greater concentration of acidity as well as towering levels of sugar. Once they are pressed, fermentation begins. The wines are fortified, then transferred to a solera of their own. Over time, evaporation in barrel further concentrates the sugars, and it is not uncommon to find PX wines with more than 400 grams of residual sugar per liter. (The minimum permitted is 212 grams of residual sugar per liter, though it is always far exceeded.) The oxidative maturation gives these viscous and intensely unctuous wines a tertiary character counterbalanced by notable grapiness, and they have flavors redolent of molasses, muscovado sugar, fruitcake, and nuts. As with Moscatels, PX Sherries are usually 15% to 16% ABV.

Indications of Age

There are several permitted average ages that might be displayed on the label of a bottle of Sherry, including 12 or 15 years. As with the 20- and 30-year-old wines described below, these must be assessed by an official tasting panel. Older wines might have a small amount of PX added to them, for balance rather than sweetness, as they can be quite fiery and astringent after decades in butt.

VOS (Vinum Optimum Signature or Very Old Sherry): This term denotes a wine with an average maturation in cask of at least 20 years.

VORS (Vinum Optimum Rare Signature or Very Old Rare Sherry): This term denotes a wine with an average age of at least 30 years.

Montilla-Moriles

Málaga

Catalunya

France

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Southern Rhône

Rasteau Vin Doux Naturel

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Muscat de Beaumes-de-Venise

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Languedoc

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Muscat de Frontignan

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Muscat de St. Jean de Minervois

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Muscat de Mireval

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Muscat de Lunel

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Roussillon

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Rivesaltes

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Muscat de Rivesaltes

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Banyuls

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Maury

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Pineau des Charentes

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Italy

Marsala

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Marsala Grapes and Production

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Label Designations

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Greece

Muscat of Samos

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Label Designations

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Mavrodaphne of Patras

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Muscat of Patras

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Other Sweet Wines of Greece

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Commandaria of Cyprus

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Commandaria Grapes and Production

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Australia

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Rutherglen Muscat

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Rutherglen Topaque

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Other Sweet Wines of Australia

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South Africa

Cape Port

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United States

Angelica

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Fortified Wines in Restaurants

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Compiled by MW Demetri Walters (December 2024)

Edited by Stacy Ladenburger

Bibliography

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